A victory for Donald Trump in November’s presidential election could lead to an additional 4bn tonnes of US emissions by 2030 compared with Joe Biden’s plans, Carbon Brief analysis reveals.
This extra 4bn tonnes of carbon dioxide equivalent (GtCO2e) by 2030 would cause global climate damages worth more than $900bn, based on the latest US government valuations.
For context, 4GtCO2e is equivalent to the combined annual emissions of the EU and Japan, or the combined annual total of the world’s 140 lowest-emitting countries.
Put another way, the extra 4GtCO2e from a second Trump term would negate – twice over – all of the savings from deploying wind, solar and other clean technologies around the world over the past five years.
If Trump secures a second term, the US would also very likely miss its global climate pledge by a wide margin, with emissions only falling to 28% below 2005 levels by 2030. The US’s current target under the Paris Agreement is to achieve a 50-52% reduction by 2030.
Carbon Brief’s analysis is based on an aggregation of modelling by various US research groups. It highlights the significant impact of the Biden administration’s climate policies. This includes the Inflation Reduction Act – which Trump has pledged to reverse – along with several other policies.
The findings are subject to uncertainty around economic growth, fuel and technology prices, the market response to incentives and the extent to which Trump is able to roll back Biden’s policies.
The analysis might overstate the impact Trump could have on US emissions, if some of Biden’s policies prove hard to unpick – or if subnational climate action accelerates.
Equally, it might understate Trump’s impact. For example, his pledge to “drill, baby, drill” is not included within the analysis and would likely raise US and global emissions further through the increased extraction and burning of oil, gas and coal.
Also not included are the potential for Biden to add new climate policies if he wins a second term, nor the risk that some of his policies will be weakened, delayed or hit by legal challenges.
Regardless of the precise impact, a second Trump term that successfully dismantles Biden’s climate legacy would likely end any global hopes of keeping global warming below 1.5C.
- The ‘Trump effect’ on US emissions
- How the Biden administration is tackling warming
- What a second-term Trump might do
- The global climate implications of the US election
- How the analysis was carried out
The ‘Trump effect’ on US emissions
US greenhouse gas emissions have been falling steadily since 2005, due to a combination of economic shifts, greater efficiency, the growth of renewables and a shift from coal to gas power.
Since taking office in early 2021, Biden has pledged under the Paris Agreement to accelerate that trend by cutting US emissions to 50-52% below 2005 levels in 2030 and to net-zero in 2050.
He has implemented a long list of policies – most notably the 2022 Inflation Reduction Act – to keep those targets within reach. (See: How the Biden administration is tackling warming.)
In the “Biden” scenario in the figure below (blue line), all federal climate policies currently in place or in the process of being finalised are assumed to continue. The scenario does not include any new climate policies that might be adopted after November’s election.
The administration’s current climate policies are expected to cut US emissions significantly, bringing the country close to meeting its 2030 target range. Nevertheless, a gap remains between projected emissions and those needed to meet the 2030 and 2050 targets (green).
The “Trump” scenario (red line) assumes the IRA and other key Biden administration climate policies are rolled back. It does not include further measures that Trump could take to boost fossil fuels or undermine the progress of clean energy. (See: What a second-term Trump might do.)
For both projections, the shaded area shows the range of results from six different models, with varying assumptions on economic growth, fuel costs and the price of low-carbon technologies.

In total, the analysis suggests that US greenhouse gas emissions would fall to 28% below 2005 levels by 2030 if Trump secures a second term and rolls back Biden’s policies – far short of the 50-52% target. If Biden is reelected, emissions would fall to around 43% below 2005 levels.
In the Trump scenario, annual US greenhouse gas emissions would be around 1GtCO2e higher in 2030 than under Biden, resulting in a cumulative addition of around 4GtCO2e by that year.
Based on the recently updated central estimate of the social cost of carbon from the US Environmental Protection Agency (US EPA) – which stands at some $230 per tonne of CO2 in 2030 – those 4GtCO2e of extra emissions would cause global climate damages worth more $900bn.
To put the additional emissions in context, EU greenhouse gas emissions currently stand at around 3GtCO2e per year, while Japan’s are another 1GtCO2e. If the EU meets its climate goals, then its emissions would fall to 2GtCO2e in 2030 and to below 1GtCO2e in 2040.
Only eight of the world’s nearly 200 countries have emissions that exceed 1GtCO2e per year – and 4GtCO2e is more than the combined yearly total from the 140 lowest-emitting nations.
Expressed another way, the extra 4GtCO2e would be equivalent to double all of the emissions savings secured globally, over the past five years, by deploying wind, solar, electric vehicles, nuclear and heat pumps.
Carbon Brief’s analysis highlights several key points.
First, that Biden’s climate goals for the US in 2030 and 2050 will not be met, without further policy measures after the next election.
This could include additional state-level action, which could yield an additional 4 percentage points of emissions savings by 2030. Added to the “Biden” pathway, this would take US emissions to 47% below 2005 levels – closer to, but still not in line with the 2030 pledge.
Second, despite this policy gap, Biden’s current climate policies go a significant way towards meeting the 2030 target and could be added to in the future.
Third, if Trump is able to remove all of Biden’s key climate policies, then the US is all but guaranteed to miss its targets by a wide margin.
Given the scale of US emissions and its influence on the world, this makes the election crucial to hopes of limiting warming to 1.5C. (See: The global climate implications of the US election.)
Finally, there is policy uncertainty around which policies will be finalised, how strong any final rules will be, what legal challenges they may face and how easy they prove to roll back.
There is also uncertainty – illustrated by the ranges in the chart – around the impact of Biden’s policies, the response of households, business and industry to those measures, and the rate of economic growth, as well as over future prices for fossil fuels and low-carbon technologies.
These uncertainties are partly – but not entirely – captured by the six models underlying the analysis, which have different model structures and input assumptions.
How the Biden administration is tackling warming
In 2015, the then-president Barack Obama pledged a 26-28% reduction in US emissions below 2005 levels by 2025 as an intended “nationally determined contribution” (iNDC) to the Paris Agreement.
On taking office in 2017, the climate-sceptic president Trump then pulled the US out of the Paris Agreement, attracting global opprobrium. He then rolled back or replaced Obama-era climate policies, including the Clean Power Plan, while attempting – unsuccessfully – to prop up coal.
Trump’s successor as president, Joe Biden, campaigned in 2020 on a platform of a “clean energy revolution”. On gaining office in 2021, he immediately rejoined the Paris Agreement and then issued a more ambitious pledge to cut US emissions to 50-52% below 2005 levels by 2030.

Biden also pledged to decarbonise the electricity grid by 2035 and joined roughly 150 other countries in committing the US to reaching net-zero emissions by 2050 – the global benchmark, if the world is to keep warming below 1.5C.
In order to keep these targets within reach, the Biden administration has ushered in a series of climate policies. Most notable is the 2022 IRA, unexpectedly passed by Congress after a 51-50 Senate vote, with the tie broken by the vice president Kamala Harris.
This has been called the largest package of domestic climate measures in US history. It offers incentives covering a broad swathe of the economy from low-carbon manufacturing to clean energy, electric vehicles, “climate-smart” agriculture and low-carbon hydrogen.
The IRA accounts for the most significant part of the emissions reductions expected as a result of Biden’s climate policies to date and shown by the blue line in the figure above.
It includes grants, loans and tax credits initially estimated to be worth $369bn. However, most of the tax credits are not capped, meaning the overall cost and impact on emissions is uncertain.
In general, cost estimates have risen since its passing, as investments triggered by the bill’s incentives have rolled in, with some now putting its ultimate cost above $1tn.

However, a recent analysis of progress since the bill passed in 2021 shows that while electric vehicle sales are running at the top end of what was expected in earlier modelling of the IRA’s impact, the deployment of clean electricity – in particular, wind power – is falling slightly behind.
(Another recent study looks at the behavioural challenges that could affect the success or failure of the IRA, including as a result of political polarisation. Separately, gas power expansion plans from several major US utilities also pose a challenge to the IRA.)
Other Biden administration initiatives with important implications for US emissions include the 2021 Infrastructure Investment and Jobs Act, loans for nuclear power plants and new standards on appliance efficiency issued by the Department of Energy.
Meanwhile, the US Environmental Protection Agency (US EPA) has finalised rules on methane emissions from oil and gas facilities. It has also proposed – but not yet finalised – rules on vehicle fuel standards, power plant greenhouse gas standards and power plant air pollution.
The administration is now rushing to finalise these rules within the next couple of months, so that they could not be overturned easily after the election using the Congressional Review Act.
The administration is reportedly planning to weaken its proposed vehicle fuel standards. The final version would retain the original aim of having two-thirds of new sales be all-electric by 2032, but would ease the trajectory to reaching that target, according to the New York Times. This would reduce the emissions-cutting impact, relative to what is assumed in the “Biden” scenario.
Separately, the administration is reported to be exempting existing gas-fired units from its proposed power plant emissions rules, focusing for now on existing coal and future gas-fired units. The New York Times quotes EPA administrator Michael Regan saying this will “achieve greater emissions reductions”, but the timescales could also affect the scenario projection.
Meanwhile, Biden has also overseen a rare Senate approval of an international climate treaty, when it ratified the Kigali Amendment on tackling climate-warming hydrofluorocarbons in 2022, with the US EPA issuing related rules the following year.
In addition, Biden’s time in office has seen further state-level action on emissions. This includes California’s clean car standards, as strengthened in 2022 and adopted by six other states.
What a second-term Trump might do
For his part, former president and Republican front-runner Donald Trump has made no secret of his desire to roll back his predecessor’s climate policies, just as he did during his first term.
For example, in 2018, the Trump administration lifted Obama-era rules on toxic air pollution from electricity generating and industrial sites – with Biden now moving to reverse the reversal.
Similarly, in 2020, his administration rolled back an Obama-era EPA rule on methane emissions from the oil and gas industry. The Biden administration’s methane rule could face a similar fate under a second Trump term.
Trump also has form when it comes to energy efficiency regulations, which he rolled back in 2020.
In November 2023, the Financial Times reported that Trump was “planning to gut” the IRA, increase investment in fossil fuels and roll back regulations to encourage electric vehicles. The newspaper added that Trump had called the IRA the “biggest tax hike in history”.
It quoted Carla Sands, an adviser to Trump, as saying:
“On the first day of a second Trump administration, the president has committed to rolling back every single one of Joe Biden’s job-killing, industry-killing regulations.”
Indeed, Republicans in the US House of Representatives have already made multiple attempts to repeal parts of the IRA. While some analysts think a full repeal of the act is unlikely, it is clear that a second-term Trump could – as Politico put it – ”hobble the climate law”.
A February 2024 commentary from investment firm Trium Capital argues that the impact on IRA will depend not only on whether Trump wins victory in November, but also on whether the Republicans retain control of the House and gain a Senate majority.
Even if the Republicans win all three races, the commentary suggests that some parts of IRA might survive beyond the election. It says that consumer incentives for electric vehicles and home heating are “most at risk”, whereas tax credits for clean energy might only be modified.
Equally, MIT Technology Review says that clean energy and EV tax credits both “appear especially vulnerable, climate policy experts say”. The publication adds:
“Moreover, Trump’s wide-ranging pledges to weaken international institutions, inflame global trade wars, and throw open the nation’s resources to fossil-fuel extraction could have compounding effects on any changes to the IRA, potentially undermining economic growth, the broader investment climate, and prospects for emerging green industries.”
Meanwhile, Trump has also criticised Biden’s infrastructure act and previously revoked California’s ability to set tougher car emissions standards, which are also adopted by other states.
In 2022, the California “waiver” was reinstated by Biden, who also opposed a 2023 Republican bill designed to remove California’s right to regulate. Yet the waiver is now embroiled in legal action brought by Republican states, expected to end up in the Supreme Court.
If he emerges victorious in November, Trump would also “plan to destroy the EPA”, according to a Guardian article published earlier this month. It reported:
“Donald Trump and his advisers have made campaign promises to toss crucial environmental regulations and boost the planet-heating fossil fuel sector. Those plans include systematically dismantling the Environmental Protection Agency (EPA), the federal body with the most power to take on the climate emergency and environmental justice, an array of Trump advisers and allies said.”
The paper cites Project 2025, described as “a presidential agenda put forth by the Heritage Foundation and other conservative organisations”. It also quotes Mandy Gunasekara, Trump’s EPA chief of staff and a contributor to the Project 2025 agenda.
After Trump was elected for the first time, many scientists, politicians and campaigners argued that his presidency would only have a relatively short-term effect on emissions and climate goals.
Many of his first-term efforts to rollback climate rules and boost fossil fuels ended in failure.
While some modelling suggested that his first presidency would delay hitting global emissions targets by a decade, Carbon Brief analysis found that US states and cities might be able to take sufficient steps to meet the country’s then-current climate goal without federal action.
However, another recent Guardian article says that a second-term Trump would be “even more extreme for the environment than his first, according to interviews with multiple Trump allies and advisers”. It adds:
“In contrast to a sometimes chaotic first White House term, they outlined a far more methodical second presidency: driving forward fossil fuel production, sidelining mainstream climate scientists and overturning rules that curb planet-heating emissions.”
Carbon Brief’s “Trump” scenario does not include additional fossil fuel emissions as a result of policies supporting coal, oil and gas production or use, as the success or otherwise of any such efforts are highly uncertain.
In addition, higher US fossil fuel production would not all be consumed domestically and would not increase global demand on a one-for-one basis.
While it would be likely to raise demand and emissions, both domestically and internationally, the precise impact would depend on the response of markets and overseas policymakers.
The global climate implications of the US election
If Biden – or another Democrat – wins the election in November and if his party regains control over the House and Senate, then they could push to implement new climate policies in 2025.
There is a clear need for further policy, if US climate goals are to be met. Moreover, the expiration of a large number of tax cuts at the end of 2025 could present an opportunity to deploy carbon pricing in support of raising revenues – and cutting emissions – according to a recent study.
It suggests that a price on emissions, described as a “carbon fee”, could significantly boost US chances of hitting its 2030 target, even if paired with a partial repeal of the IRA.

(Note that the “Repeal IRA; no new emissions rules” scenario in this study is similar to the “Trump” scenario in Carbon Brief’s analysis. However, the model used in the study finds a relatively weak 2030 emissions impact of the IRA compared with most of the five others, with which it is aggregated by Carbon Brief.)
An additional point of leverage is the EU’s carbon border adjustment mechanism (CBAM), which will put a carbon price on US exports unless they face an equivalent price domestically, according to Democratic senator Sheldon Whitehouse, speaking at a launch event for the study:
“The 2025 opportunity when the Trump tax cuts collapse [creates] huge room for negotiation. Then you’ve got the CBAM happening in Europe that puts enormous pressure to get a price of carbon, if you want to avoid being tariffed at the EU and UK level.”
Whether a second-term Biden administration would attempt to put a price on carbon or not, it would be likely to push forward new policies in pursuit of US climate targets.
In contrast, a victory for Donald Trump could be expected, at a minimum, to result in full or partial repeal of the IRA and rollbacks of Biden’s climate rules, including power plants, cars and methane.
This is reflected in Carbon Brief’s “Trump” scenario, which would add a cumulative 4GtCO2e to US emissions by 2030, as shown in the figure below.
Moreover, assuming no further policy changes, this cumulative total would continue to climb beyond 2030, reaching 15GtCO2e by 2040 and a huge 27GtCO2e by 2050.

The increases in cumulative emissions under the “Trump” scenario are so large that they would imperil not only the US climate targets, but also global climate goals. (Under the 22nd amendment of the US constitution, Trump would not be allowed to run for a third term.)
In 2022, the Intergovernmental Panel on Climate Change (IPCC) sixth assessment report (AR6) said that it would be “impossible” to stay below 1.5C without strengthening current pledges:
“[F]ollowing current NDCs until 2030…[would make] it impossible to limit warming to 1.5C with no or limited overshoot and strongly increas[e] the challenge to likely limit warming to 2C.”
The corollary of this is that if the US – the world’s second-largest emitter – misses its 2030 target by a wide margin, then it would be likely to end any hope of keeping global warming below 1.5C.
How the analysis was carried out
The two scenarios set out in this analysis are based on an aggregation of modelling published by Bistline et al. (2023) and the Rhodium Group (2023).
The first study was explained by the authors in a Carbon Brief guest post. It compares the impact of the IRA using results from 11 separate models, some of which only cover the power sector. Carbon Brief’s analysis uses results from the six models that cover the entire US economy.
The “Trump” scenario is based on the “reference” pathway in this study, corresponding to the average of the six models. The only modification is that the Trump scenario is set to match the Biden scenario below until 2024.
The “Biden” scenario is based on the average IRA pathway from this study, extended using modelling from the Rhodium Group to include the impact of further Biden administration policies.
Carbon Brief’s analysis uses the “mid-emissions” pathway from the Rhodium study’s “federal-only” scenario, which includes the impact of vehicle fuel standards, power plant greenhouse gas and pollutant emissions rules, and energy efficiency regulations.
This additional Rhodium Group modelling is based on draft rules which have not yet been finalised and are subject to change, as well as to potential legal challenge, as discussed above.
The uncertainty shown for the “Trump” and “Biden” scenarios corresponds to the range in the six economy-wide models from Bistline et al. (2023).
Carbon Brief’s analysis does not include any additional post-2025 climate policies that could be adopted by a second Biden administration. Nor does it include the potential impact of pro-fossil fuel policies that could be introduced by a second Trump administration.
Finally, it also does not include additional subnational climate policies that could be introduced, nor does it consider the risk that current or future state action could be hit by federal or legal challenge.
Historical US greenhouse gas emissions are taken from the US EPA inventory through to 2021. Figures for 2022 and 2023 are based on estimated annual changes from the Rhodium Group.
The post Analysis: Trump election win could add 4bn tonnes to US emissions by 2030 appeared first on Carbon Brief.
Analysis: Trump election win could add 4bn tonnes to US emissions by 2030
Climate Change
COP30 rainforest fund unlikely to make first payments until 2028
The Tropical Forest Forever Facility (TFFF) – a major new rainforest protection fund launched by Brazil at COP30 – is unlikely to make payments to rainforest countries until at least 2028, experts said, while it raises funds in financial markets.
The proposed new mechanism aims to pay rainforest countries for achieving low deforestation rates. Rather than depending on grants, the TFFF would seek to raise public and private capital to make investments in financial markets, and then use part of the returns to reward countries which protect their rainforests.
But raising the US$125 billion of public and private investment needed to make meaningful payments could take years, according to Andrew Deutz, managing director of Global Policy and Partnerships at WWF, one of the organisations involved in the fund’s design.
He said it will likely take two or three years for the fund to raise private capital by issuing bonds, invest the money and generate enough returns to make significant payments. “So I don’t think we’re going to see payments to rainforest countries until 2028 or 2029,” Deutz said.
Norway’s climate minister Andreas Bjelland Eriksen, another of the fund’s early backers, told Climate Home News that “the TFFF requires scale, which will take some time”, but added that it “is a historic opportunity” to finance the protection of tropical forests “for generations”.
The delay is not necessarily bad, according to Deutz, as it will allow communities to build capabilities and legal structures to handle the new flow of funds. “There needs to be a capacity-building process over the next couple of years with Indigenous organisations and local communities to be able to manage the flow of funds at that level,” he added.
At the COP26 climate summit in 2021, over 140 countries – covering 85% of the world’s forests – pledged to end deforestation by 2030. At last year’s COP30, the Brazilian government promised to create a roadmap towards ending deforestation by that same date.
But governments are far off track, with a yearly review showing that deforestation rates are currently 63% higher than what they should be to reach this goal. An estimated $570 billion funding gap for nature protection has contributed to the deficient results.
First step: raising $10 billion
While the TFFF has a long-term goal of raising $125bn in public and private capital, its proponents say the key goal for the fund in 2026 will be to raise the total amount of public investment to $10bn so that it can start to scale up.
The fund has already raised $6.7bn, but Norway’s $3bn pledge requires that the TFFF raises about $10bn mostly from other funders by the end of 2026 or they will not invest.
Before scaling up to the long-term $125bn goal – of which $25bn is public and $100bn private – the TFFF will have to prove that it can be successful in paying back investors and channeling funds for rainforest protection. The whole process can take years, Deutz said.
If this $10bn target is reached, the fund could begin raising private finance – up to an estimated $40bn, Deutz said. This initial $50bn tranche would serve to start making investments and show that the model works and can generate returns.
Bjelland Eriksen also said that reaching the $10bn target will be “an important priority” this year. “Only a handful of countries had the opportunities to assess it in detail before the [COP30] Belém summit – now is the time for more countries to do so,” the Norwegian minister said.
Public finance from governments is key for the TFFF model because it would act as a guarantee to lower risk for private investors, something very common in the financial sector, said Charlotte Hamill, partner at hedge fund Bracebridge Capital and one of the fund’s financial advisors, at an event earlier in January in Davos.
“Being able to do this at scale is actually really important, not only to be able to make the payments that are necessary for rainforest preservation but also, in a funny way, it allows you to buy slightly less risky assets because you’re gonna have a much larger pool to buy them off of,” she added.
New contributions?
João Paulo de Resende, TFFF Leader at Brazil’s Ministry of Finance, told Climate Home News that the country will continue fundraising efforts throughout this year, and said he has recently concluded a tour in East Asia speaking with government officials from Japan, South Korea and China.
Conversations with the Chinese government have become “a lot more serious”, said Felix Finkbeiner, founder of the non-profit Plant-for-the-Planet, which operates the online tracking platform TFFF Watch. He added that a Chinese investment would likely be similar in size to the French or German contributions, which would grant the country a seat on the TFFF board. France has pledged a €500m ($578m) investment while Germany has promised €1bn ($1.17bn).
While China is categorised as a developing country at UN climate talks, and thus has no legal responsibility to grant climate finance, the TFFF has been seen as an opportunity for the Asian country to contribute because it’s not an official mechanism within the UN. Deutz said that, for the Chinese government to contribute, they will need reassurance that the funds will not be counted as formal climate finance.
The UK is another of the countries expected to announce a contribution in the coming months, both Finkbeiner and Deutz said. The country announced cuts to climate finance this week as it ramps up defense spending, but Deutz noted that it could still contribute with funds to the TFFF.
“I’m still somewhat optimistic that [the $10bn goal] can happen despite the geopolitical turmoil because the TFFF does not require grant money. We’re not competing with humanitarian assistance,” Deutz explained. “Because governments are being asked to make a loan that would be paid back with interest, this comes out of a different pile of money”.
Multilateral banks such as the European Bank for Reconstruction and Development (EBRD) and the Asian Infrastructure Investment Bank (AIIB) also reportedly considered contributions.
Brazil sharing leadership
Despite having led the official launch of the fund and spearheading its fundraising efforts, Brazil is now aiming to “share leadership” as other countries join the TFFF’s steering committee and establish a new board.
De Resende told Climate Home News that “the project no longer belongs solely to Brazil”, and added that the group of countries that have pledged contributions to the TFFF are also now playing a larger role in “finding ways to jointly promote sponsor outreach”.
Deutz said that Brazil wants to move towards a “shared leadership model”. “They are now asking the European countries to have one of them set up to be the co-chairs so that this is not seen as a Brazilian initiative but is rather seen as owned by all of them,” he added.
The fund will now have to form a steering committee, likely chaired by Brazil and one European country, which will instruct the World Bank on setting up the formal structures of the fund.
Bjelland Eriksen said there is “important work” ongoing to formally establish the fund’s investment arm (known as the TFIF), while de Resende said he expects to “have the fund incorporated in some European jurisdiction by the beginning of the second semester.”
The post COP30 rainforest fund unlikely to make first payments until 2028 appeared first on Climate Home News.
COP30 rainforest fund unlikely to make first payments until 2028
Climate Change
Corpus Christi Cuts Timeline to Disaster as Abbott Issues Emergency Orders
The governor’s office said the city’s two main reservoirs could dry up by May, much sooner than previous timelines. But authorities still offer no plan for curtailment of water use.
City officials in Corpus Christi on Tuesday released modeling that showed emergency cuts to water demand could be required as soon as May as reservoir levels continue to decline.
Corpus Christi Cuts Timeline to Disaster as Abbott Issues Emergency Orders
Climate Change
Middle East war is another wake-up call for fossil fuel-reliant food systems
Lena Luig is the head of the International Agricultural Policy Division at the Heinrich Böll Foundation, a member of the Global Alliance for the Future of Food. Anna Lappé is the Executive Director of the Global Alliance for the Future of Food.
As toxic clouds loom over Tehran and Beirut from the US and Israel’s bombardment of oil depots and civilian infrastructure in the region’s ongoing war, the world is once again witnessing the not-so-subtle connections between conflict, hunger, food insecurity and the vulnerability of global food systems dependent on fossil fuels, dominated by a few powerful countries and corporations.
The conflict in Iran is having a huge impact on the world’s fertilizer supply. The Strait of Hormuz is a critical trade route in the region for nearly half of the global supply of urea, the main synthetic fertilizer derived from natural gas through the conversion of ammonia.
With the Strait impacted by Iran’s blockades, prices of urea have shot up by 35% since the war started, just as planting season starts in many parts of the world, putting millions of farmers and consumers at risk of increasing production costs and food price spikes, resulting in food insecurity, particularly for low-income households. The World Food Programme has projected that an extra 45 million people would be pushed into acute hunger because of rises in food, oil and shipping costs, if the war continues until June.
Pesticides and synthetic fertilizer leave system fragile
On the face of it, this looks like a supply chain issue, but at the core of this crisis lies a truth about many of our food systems around the world: the instability and injustice in the very design of systems so reliant on these fossil fuel inputs for our food.
At the Global Alliance, a strategic alliance of philanthropic foundations working to transform food systems, we have been documenting the fossil fuel-food nexus, raising alarm about the fragility of a system propped up by fossil fuels, with 15% of annual fossil fuel use going into food systems, in part because of high-cost, fossil fuel-based inputs like pesticides and synthetic fertilizer. The Heinrich Böll Foundation has also been flagging this threat consistently, most recently in the Pesticide Atlas and Soil Atlas compendia.
We’ve seen this before: Russia’s invasion of Ukraine in 2022 sparked global disruptions in fertilizer supply and food price volatility. As the conflict worsened, fertilizer prices spiked – as much from input companies capitalizing on the crisis for speculation as from real cost increases from production and transport – triggering a food price crisis around the world.
Since then, fertilizer industry profit margins have continued to soar. In 2022, the largest nine fertilizer producers increased their profit margins by more than 35% compared to the year before—when fertilizer prices were already high. As Lena Bassermann and Dr. Gideon Tups underscore in the Heinrich Böll Foundation’s Soil Atlas, the global dependencies of nitrogen fertilizer impacted economies around the world, especially state budgets in already indebted and import-dependent economies, as well as farmers across Africa.
Learning lessons from the war in Ukraine, many countries invested heavily in renewable energy and/or increased domestic oil production as a way to decrease dependency on foreign fossil fuels. But few took the same approach to reimagining domestic food systems and their food sovereignty.
Agroecology as an alternative
There is another way. Governments can adopt policy frameworks to encourage reductions in synthetic fertilizer and pesticide use, especially in regions that currently massively overuse nitrogen fertilizer. At the African Union fertilizer and Soil Health Summit in 2024, African leaders at least agreed that organic fertilizers should be subsidized as well, not only mineral fertilizers, but we can go farther in actively promoting agricultural pathways that reduce fossil fuel dependency.
In 2024, the Global Alliance organized dozens of philanthropies to call for a tenfold increase in investments to help farmers transition from fossil fuel dependency towards agroecological approaches that prioritize livelihoods, health, climate, and biodiversity.
In our research, we detail the huge opportunity to repurpose harmful subsidies currently supporting inputs like synthetic fertilizer and pesticides towards locally-sourced bio-inputs and biofertilizer production. We know this works: There are powerful stories of hope and change from those who have made this transition, despite only receiving a fraction of the financing that industrial agriculture receives, with evidence of benefits from stable incomes and livelihoods to better health and climate outcomes.
New summit in Colombia seeks to revive stalled UN talks on fossil fuel transition
Inspiring examples abound: G-BIACK in Kenya is training farmers how to produce their own high-quality compost; start-ups like the Evola Company in Cambodia are producing both nutrient-rich organic fertilizer and protein-rich animal feed with black soldier fly farming; Sabon Sake in Ghana is enriching sugarcane bagasse – usually organic waste – with microbial agents and earthworms to turn it into a rich vermicompost.
These efforts, grounded in ecosystems and tapping nature for soil fertility and to manage pest pressures, are just some of the countless examples around the world, tapping the skill and knowledge of millions of farmers. On a national and global policy level, the Agroecology Coalition, with 480+ members, including governments, civil society organizations, academic institutions, and philanthropic foundations, is supporting a transition toward agroecology, working with natural systems to produce abundant food, boost biodiversity, and foster community well-being.
Fertilizer industry spins “clean” products
We must also inoculate ourselves from the fertilizer industry’s public relations spin, which includes promoting the promise that their products can be produced without heavy reliance on fossil fuels. Despite experts debunking the viability of what the industry has dubbed “green hydrogen” or “green or clean ammonia”, the sector still promotes this narrative, arguing that these are produced with resource-intensive renewable energy or Carbon Capture and Storage (CCS), a costly and unreliable technology for reducing emissions.
As we mourn this conflict’s senseless destruction and death, including hundreds of children, we also recognize that peace cannot mean a return to business-as-usual. We need to upend the systems that allow the richest and most powerful to have dominion over so much.
This includes fighting for a food system that is based on genuine sovereignty and justice, free from dependency on fossil fuels, one that honors natural systems and puts power into the hands of communities and food producers themselves.
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Middle East war is another wake-up call for fossil fuel-reliant food systems
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