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This story is from Floodlight, a nonprofit newsroom that investigates the powerful interests stalling climate action. Sign up for Floodlight’s newsletter here.

From her home in Donaldsonville in the southern US state of Louisiana, less than three miles from the world’s largest ammonia plant, Ashley Gaignard says the air itself carries a chemical edge.

The odour, she said, is sharp and lingering. Years ago, when her son attended a school about a mile from the massive CF Industries ammonia production facility, he would begin wheezing during breaks from class, she recalled. His breathing problems eased only after he transferred to a school several miles farther away.

“I’m not against progress,” Gaignard said. “We are against development that poisons and displaces and disregards human life.”

Now, along Louisiana’s Mississippi River corridor, fertiliser giant CF Industries and other companies are placing multibillion-dollar bets on “blue ammonia” — a product made from fossil fuels but with extra technology to capture planet-warming gases and pipe them underground for storage.

Ashley Gaignard points toward smoke stacks that are part of the CF Industries plant in Donaldsonville, La. That plant emits more air pollutants than all but one other facility nationwide, EPA data show. (Sean Gardner for Floodlight)

To date, no commercial-scale blue ammonia plants are operating — but more than 20 have been proposed nationwide, according to Oil and Gas Watch. Four of the largest such plants are slated for Louisiana, in communities already saturated with petrochemical pollution.

An extensive review by Floodlight found no evidence that existing carbon capture projects anywhere in the world have achieved anything close to the emissions cuts companies like CF Industries are promising. Permit documents, meanwhile, show that the proposed plants combined could be allowed to discharge more than 2,800 tons each year of air pollutants (not greenhouse gases), including more than 400 tons of ammonia.

Classified as a highly hazardous chemical, ammonia can damage the lungs and hurt the skin, eyes and throat. In the air, it can form fine particles that are linked to increased risks of heart disease and stroke, and can be deadly — particularly for children, older adults and people with heart or lung disease.

The Louisiana plants would also be allowed to release carcinogens, including benzene and formaldehyde.

The companies proposing those plants — CF Industries, Air Products, Clean Hydrogen Works and St. Charles Clean Fuels — have said their operations will provide an abundant source of clean fertiliser and clean energy to global markets, including countries whose climate and trade policies favor low-carbon fuels. They’ve also said they’ll create nearly 840 permanent jobs and millions in new tax revenue for local communities while prioritising public health and safety.

The CF Industries complex in Donaldsonville is the world’s largest ammonia and nitrogen plant. (Ted Auch / FracTracker Alliance, 2024; with aerial support by SouthWings)

“We are designing the facility with advanced emissions controls, robust monitoring systems, and strong operational practices to minimise impacts,” said Chandra Stacie, the director of community relations for St. Charles Clean Fuels. “Our goal is to operate responsibly and be a constructive, long-term partner.”

Environmental advocates, scientists and community members, however, say the new ammonia plants would delay the phase-out of fossil fuels — and bring substantial air pollution and safety risks to places that have long borne the health costs of America’s industrial economy.

Why Louisiana became ground zero

While the historic streets of Donaldsonville recently served as the backdrop to the 2025 blockbuster Sinners, the town’s real-life drama is far less cinematic.

Donaldsonville lies at the center of Cancer Alley, a chemical corridor between Baton Rouge and New Orleans known for its elevated health risks and dense concentration of petrochemical plants and refineries.

Now this stretch of Louisiana is also ground zero for a new buildout: four proposed blue ammonia plants, with several more planned for Texas.

So, why the Gulf Coast?

South Louisiana has abundant natural gas for ammonia production and ports that connect to international shipping routes.

The state offers an existing pipeline network, a seasoned chemical-industry workforce and political leaders who have consistently favored industrial development. The companies proposing ammonia plants can also tap generous state and federal incentives, including more than $2 billion in federal tax credits for carbon capture projects.

The Inflation Reduction Act, former President Joe Biden’s signature climate law, allows companies to collect up to $85 for each ton of carbon captured and permanently stored.

And the state of Louisiana is offering developers millions more in grants and tax breaks designed to spur economic development.

Mark Jacobson, a professor of civil and environmental engineering at Stanford University who has studied carbon capture systems for years, said there’s little to be gained — and much to lose — from making ammonia this way.

“These plants increase air pollution, they increase global warming … they increase not only energy costs, but total social costs, and so there’s zero benefit — except to the people who are taking the subsidies to implement these projects,” he said.

The scale of subsidies for the proposed Louisiana ammonia plants is “off-the-charts outrageous” — and amounts to a bad deal for taxpayers, said Greg LeRoy, executive director of Good Jobs First, a nonprofit that tracks and analyzes economic development projects. The plants are unlikely to deliver anything close to $2 billion a year in public benefits, he said.

“It can only be accurately called a massive transfer of wealth from U.S. taxpayers to corporate shareholders,” he said.

Ambitious pitches, tougher reality

Ammonia has long been a workhorse of the global economy, quietly underpinning modern agriculture. It’s the key ingredient in nitrogen fertiliser, and demand is expected to grow as global food production strains to keep pace with population growth.

Now, producers say it could play a far larger role — not just as fertiliser, but as a climate-friendly fuel for ships and power plants.

Researchers at Sandia Labs explore using solar power-generated heat to produce ammonia. Using renewable energy to create ammonia instead of fossil fuels can significantly reduce greenhouse gas emissions, researchers say. (Craig Fritz / Sandia Labs Flickr)

When it’s burned as a fuel, ammonia doesn’t emit carbon dioxide (though it can produce nitrous oxide, a greenhouse gas roughly 270 times more potent than carbon dioxide).

It can also be burned with other fuels in power plants or potentially used to store hydrogen for shipping and later conversion for use in fuel cells.

But the process commonly used to make ammonia carries a heavy climate cost.

Most production relies on hydrogen derived from natural gas, a process that releases carbon dioxide. Enormous amounts of energy — typically from fossil fuels — are then used to force hydrogen and nitrogen to combine under extreme heat and pressure.

Nitrogen fertilizer plants in the U.S. released more than 46 million tons of heat-trapping gases in 2021 — roughly the emissions of nine million cars running for a year — according to a report by the Environmental Integrity Project. Globally, almost 2% of carbon dioxide emissions come from making ammonia — or as much as the energy system emissions of South Africa, according to the International Energy Agency.

That’s where carbon capture comes in. The companies planning blue ammonia plants say they will isolate most of the carbon dioxide released, piping it deep underground for permanent storage.

Texas-based Clean Hydrogen Works says its Ascension Clean Energy project, slated for Donaldsonville, will produce up to 7.2 million tons of ammonia annually and will capture “up to 98 percent” of the carbon dioxide produced.

Nearby, CF Industries and the Pennsylvania-based Air Products plan to build two plants they say will have capture rates of 95% or more.

About an hour to the east, the St. Charles Clean Fuels project would capture more than 99% of carbon dioxide generated, its developer says.

Those claims are unlikely to hold up, said Cornell University professor Robert Howarth, an expert on greenhouse gas emissions and ammonia pollution.

“Is the industry correct in saying that they can produce a really, really low emissions fuel using natural gas as their original feedstock?” he asked. “The answer is no. It’s just never been done, and I don’t think it can be done.”

CF Industries has been in Louisiana for over 50 years. Its Donaldsonville Complex occupies 1,400 acres. (Sean Gardner for Floodlight)

The majority of existing carbon capture facilities trap less than 60% of carbon dioxide, according to a 2023 review by the Institute for Energy Economics and Financial Analysis. “No existing project has consistently captured more than 80% of carbon,” the institute found.

Blue hydrogen — a prerequisite for blue ammonia — “is neither clean nor low-carbon,” and pursuing it would divert time and money from more effective climate solutions, the institute concluded.

In an email to Floodlight, Air Products spokesperson Christina Stephens said the company is “very confident in our proprietary technology that allows us to capture 95 percent of the CO2 emissions.” She did not elaborate.

Stacie, the St. Charles Clean Fuels representative, said its facility’s design will be “conducive to high capture rates.”

Experts also note that carbon capture itself is typically powered by natural gas, adding emissions and undercutting its climate benefits.

Compounding the problem are emissions of methane, a far more potent greenhouse gas than carbon dioxide. Methane is frequently emitted during drilling, processing and transport of natural gas. More escapes in the process used to extract hydrogen for ammonia production.

    Total methane emissions from the fertilizer industry could be more than 140 times higher than official estimates, one 2019 study found.

    Stephens, the Air Products spokesperson, said the company believes previous research related to methane leakage has flaws that led to inaccurate conclusions.

    Stacie, meanwhile, said St. Charles Clean Fuels will monitor and verify methane emissions through “operations control and third-party verification consistent with emerging best practices.”

    The local cost of a global fuel

    Even if blue ammonia plants deliver the climate benefits their backers promise — benefits that experts dispute — their local impacts could still be substantial.

    In 2024, the CF Industries Donaldsonville plant — near Gaignard’s house — released more toxic air pollutants than all but one other industrial site nationally, according to EPA data. The 7.1 million pounds of ammonia the plant released that year would more than fill the New Orleans Superdome, according to Kimberly Terrell, a research scientist for the Environmental Integrity Project.

    Emissions from the planned blue ammonia plants could worsen respiratory health, Terrell said, with impacts extending far beyond the plant sites.

    “I would be concerned about increasing asthma rates long term,” she said.

    Ascension Parish, where three of the proposed blue ammonia plants would be built, hosts more than two dozen industrial facilities and already has the second highest amount of air emissions in the country, according to EPA data.

    So the prospect of new ammonia plants in Ascension Parish worries Twila Collins.

    She has lived her entire 55-year life in Modeste, a historic, predominantly Black community along the Mississippi River. If CF Industries gets its way, a massive ammonia plant would rise roughly a mile from her home.

    Twila Collins poses for a photo inside her home in Modeste, a small Louisiana community next to the Mississippi River. She’s concerned about the potential health and safety dangers of a proposed CF Industries blue ammonia plant. (Sean Gardner for Floodlight)

    Her message for the company is blunt: “Leave us alone and find somewhere else to go where there’s nobody living, so you won’t disrupt a community.”

    Industrial pollution already drifts into her neighborhood, bringing smells “like a landfill,” she said, and a new ammonia plant would add another layer of pollution — and another set of health risks.

    In a 2024 report, CF Industries said its employees “regularly maintain, replace, and update equipment” to reduce emissions.

    But under its draft permit for the Blue Point plant, the company would be allowed to release more than 1,100 tons of air pollutants each year — equivalent to the weight of more than 27 fully loaded tractor trailers. That includes more than 140 tons of ammonia and more than 580 tons of carbon monoxide.

    Collins said she can name more than 30 people in Modeste who suffer from cancer or respiratory problems. The issue is deeply personal. She herself has struggled with cancer. And in 2002, her 9-year-old son died of an asthma attack. He had struggled with asthma all his life, but Collins still wonders whether the industrial pollution surrounding Modeste helped trigger the attack that killed him.

    She also worries about what could go wrong if something fails — an accident, a leak or worse — because ammonia production and carbon dioxide transport involve well-documented industrial risks.

    CF Industries’ Donaldsonville plant has a history of deadly accidents: a 2000 explosion and fire killed three workers and injured at least eight others, and a 2013 blast killed one worker and injured eight more.

    This past November, an explosion at another CF Industries plant in Yazoo City, Miss., led to an ammonia leak and prompted the evacuation of nearby residents.

    Residents push back

    While supporters emphasise the economic boost and high-paying jobs the projects could bring, many local residents have turned out at public hearings to oppose them.

    So many people packed a hearing room on the St. Charles project in 2024 that it had to be canceled and rescheduled in a larger venue.

    Some of the public fears have centered on the carbon dioxide pipelines that would be needed to make the projects work.

    Air Products, for instance, has proposed piping millions of tons of carbon dioxide 38 miles to be stored a mile underneath Lake Maurepas. The project would be “the world’s largest permanent carbon dioxide sequestration endeavor to date,” according to the Louisiana Department of Economic Development.

    At a November 2025 public hearing, many Louisiana residents raised health and safety concerns about Air Products’ plan to build a large blue ammonia plant in Ascension Parish. (US Army Corps of Engineers via Wikimedia Commons)

    At a November public hearing on the project, Air Products vice president Andrew Connolly said the company has an “unsurpassed safety record.”

    “All pipelines will be monitored 24-7 and we will meet or exceed all pipeline regulations,” he said.

    More than 300 people turned out for that public hearing, according to Dustin Renaud, a spokesperson for the environmental law group Earthjustice. Among the more than 50 people who spoke, all but three opposed the project.

    Opponents have warned of what could happen if a carbon dioxide pipeline ruptures, as happened in 2020 in Satartia, Mississippi. That disaster sent 45 people to the hospital and left some residents unconscious in their homes and cars. Starved of oxygen, cars stalled or couldn’t start, making evacuation difficult.

    A carbon dioxide pipeline ruptured on Feb. 22, 2020, in Satartia, Miss., leaving this crater and prompting an evacuation. (Mississippi Emergency Management Agency)

    The Air Products pipeline would run within half a mile of Sorrento Primary School, an elementary school in Ascension Parish with more than 600 students. An expert hired by Earthjustice concluded that a pipeline rupture could endanger the schoolchildren, along with residents of a nearby subdivision.

    Stephens, the Air Products spokesperson, said the company will run the pipeline deeper than is required by code in the school’s vicinity. The pipeline will also have more shutoff valves than required, she said.

    “We have a long safe history of operating the largest hydrogen pipeline network in the world right here in Louisiana,” she wrote.

    Stacie, the St. Charles Clean Fuels representative, said the company will incorporate “detection systems, automated shutdowns, mechanical integrity programs and emergency response planning” — consistent with federal rules and “lessons learned from prior incidents.”

    Still, some residents worry.

    “We don’t have a good evacuation route,” said St. James Parish resident Gail LeBoeuf, who co-founded the environmental justice group Inclusive Louisiana. “If something would happen, we would just be stuck like Chuck.”

    The companies behind the blue ammonia projects have said they will bring jobs and millions of dollars into the state economy — a message that has found a receptive audience in the state capital and some city halls.

    CF Industries did not respond to Floodlight’s questions about its proposed plant, while Clean Hydrogen Works declined to answer questions.

    Amid public opposition, Louisiana Governor Jeff Landry in October announced a moratorium on new carbon capture projects. The order halted the state’s review of new permits for projects that would inject carbon dioxide underground, while allowing existing applications to continue — including the blue ammonia projects already underway.

    A lower-carbon alternative

    There are cleaner ways to make ammonia.

    Instead of extracting hydrogen from natural gas and then trying to capture the CO₂, producers can use renewable electricity to split water into hydrogen and oxygen. That “green hydrogen” can then be combined with nitrogen to make what’s known as “green ammonia.”

    At least one large-scale green ammonia plant is already operating. In Chifeng, China, a facility powered by wind turbines and solar panels began industrial-scale production in 2025. By 2028, the plant is expected to produce 1.5 million tons of green ammonia annually.

    In the U.S., developers have proposed green ammonia plants in Texas, Nebraska, Oklahoma and Washington.

    “Instead of making this big labyrinth of pipes and equipment and sending CO2 everywhere and using more energy, you can simply produce that hydrogen with electricity from solar and wind,” said Jacobson, the Stanford professor.

      In the debate over blue ammonia, the stakes are high.

      For ammonia producers, the projects promise billions in federal tax credits and a foothold in emerging energy markets. They also offer oil and gas companies a way to delay the phase-out of fossil fuels, critics say.

      “It’s a great way to lock in oil and gas infrastructure. … Something that we should be getting away from, as opposed to locking in for years and years to come,” said Alexandra Shaykevich, a research manager at the Environmental Integrity Project who tracks oil and gas projects.

      For residents along Louisiana’s Cancer Alley, the stakes are more immediate. They’re being asked to live with new plants, new pipelines and new risks in places that have already absorbed decades of pollution.

      But Gaignard plans to keep fighting for her community.

      “I don’t look at this as red and blue and the left and the right,” she said. “We need to start looking at humanity.”

      Floodlight is a nonprofit newsroom that investigates the powerful interests stalling climate action.

      The post As Louisiana bets big on ‘blue ammonia’, communities brace for air pollution appeared first on Climate Home News.

      As Louisiana bets big on ‘blue ammonia’, communities brace for air pollution

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      UK halves Green Climate Fund contribution, as it spends more on security

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      The British government has notified the UN’s Green Climate Fund (GCF) that it will cut the contribution it pledged for 2024-2027 in half, a GCF spokesperson told Climate Home News.

      The reduction, which is part of a wider UK shift from development aid to military spending, will restrict the GCF’s ability to fund projects that help developing countries cut emissions and adapt to climate change.

      Harjeet Singh, director of the Satat Sampada Climate Foundation, called the UK’s decision “moral bankruptcy”, noting that Britain has a historical responsibility for climate change “as a nation built on fossil-fuelled industrialisation”.

        Liane Schalatek, who observes GCF board meetings for the Heinrich Böll Foundation, said the UK’s move was “an unfortunate signal”, especially as it comes just before the GCF launches its next fundraising round.

        She noted that the UK has been the biggest contributor to the GCF, and “with the UK halving – where doubling would be needed – this will give permission to others to do the same”.

        There are fears that other countries could follow suit as governments in Europe trim their aid budgets, while the US has refused to deliver any further money under climate change-sceptic President Donald Trump and has also given up its seat on the GCF board.

        The GCF was established in 2010, and has since funded over $15 billion of climate projects across the developing world. Its financing comes mainly from developed countries pledging money in regular replenishment rounds.

        During the last GCF replenishment round in 2023, the UK’s previous Conservative government promised £1.622 billion ($2.18 billion) for the 2024-27 period, with then development minister Andrew Mitchell saying the pledge “underlines our sustained commitment to tackling climate change”.

        But, as of March 2026, the UK had only handed over £655 million ($885 million) of that pledge, which is its third to the fund, and has now informed the GCF it will only deliver £815 million ($1.1 billion). The GCF’s total funding for the 2024-2027 period is $10.149 billion.

        The UK’s Foreign, Commonwealth & Development Office has been contacted for comment.

        Approved projects unaffected

        A GCF spokesperson told Climate Home News that all current projects under implementation have guaranteed funding while the GCF is assessing what the cuts mean for the projects that are being prepared and are expected to come before the GCF board in 2026 and 2027.

        “Our focus will continue to be delivering the greatest impact with the investments we make, working with the largest network of partners in the financial architecture and mobilizing the greatest amount of resources to fulfill GCF’s critical and unique mandate,” the spokesperson said.

        Scientists warn El Niño could intensify climate extremes in 2026

        In a separate email to GCF board members, seen by Climate Home News, the GCF’s executive director Mafalda Duarte warned that the cuts are “expected to have a material impact” on the fund’s work over the next two years.

        Duarte said the cuts were part of the UK wider decision to reduce international development spending “and invest more in addressing growing security threats”.

        Development to military

        Announcing this decision in March, UK foreign minister Yvette Cooper said the cuts were a “hugely difficult decision” and “not ideological”, but necessary “to deliver the biggest increase in defence spending since the Cold War”. The US has been pressuring countries in the NATO alliance to boost military budgets as conflict surges around the world, from Ukraine to the Middle East.

        Cooper reiterated Labour’s commitment to restore overseas development spending to 0.7% of gross national income (GNI) “when fiscal circumstances allow”, but did not provide a timeline when pressed by an opposition member of parliament. UK aid was reduced from 0.7% to 0.5% of GNI by the previous Conservative government in 2021, and is now set to fall further to 0.3%.

        While the UK government has claimed it is only cutting international climate finance by around 13% compared to the previous government’s level of spending, analysis by Carbon Brief suggests that the real figure is close to 50% once inflation and accounting changes are considered.

        The leadership of the UK is currently in doubt with several ministers from the ruling Labour Party calling on Prime Minister Keir Starmer to resign, with a challenge to his leadership of the party and country expected after poor local election results for Labour.

        The post UK halves Green Climate Fund contribution, as it spends more on security appeared first on Climate Home News.

        UK halves Green Climate Fund contribution, as it spends more on security

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        Webinar: From Santa Marta to Bonn – where next for the fossil fuel transition?

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        The Santa Marta summit moved beyond the blockages in the UN climate process, building a coalition of around 60 countries that want to tackle a shift away from fossil fuels. The host countries said the outcomes would feed into the voluntary roadmap on the energy transition being put together by COP30 hosts Brazil, which is due to be presented before COP31.

        June’s mid-year climate talks in Bonn, followed by London Climate Action Week, will be key moments to reflect on the progress so far and work out ways to bring the strands closer together. How might that happen while fossil fuels remain the elephant in the UNFCCC room and there’s no formal place for a roadmap on the agenda?

        Tune in to hear our expert reporters discussing this and other key topics set to headline at the Bonn session, both in the negotiations and on the sidelines! Questions and comments will be welcome from participants and used to inform our future coverage.

        Note: This event is exclusively for free essential users and paid subscribers of Climate Home News. If you’re not yet signed up, you can join us by clicking the “Subscribe Now” button.

        The post Webinar: From Santa Marta to Bonn – where next for the fossil fuel transition? appeared first on Climate Home News.

        Webinar: From Santa Marta to Bonn – where next for the fossil fuel transition?

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        China Briefing 30 April 2026: Fossil fuel ‘strict controls’ | El Niño approaches | Why cleantech exports have surged

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        Welcome to Carbon Brief’s China Briefing.

        China Briefing handpicks and explains the most important climate and energy stories from China over the past fortnight. Subscribe for free here.

        Key developments

        New documents ramp up pressure on coal

        ‘STRICTLY CONTROL’ FOSSIL FUELS: On 22 April, China issued a set of “guiding opinions” on energy conservation and carbon reduction that urged local governments to “strictly control fossil-fuel consumption”, according to the text published by state news agency Xinhua. Hu Min, director and co-founder of the the Beijing-based Institute for Global Decarbonization Progress, said in comments to Carbon Brief that the document was a clear signal of China’s political leaders’ desire to reduce the country’s coal usage and a “way to move things forward” until more specific policies are published. Government officials noted that the opinions are of “great significance for building broader and stronger consensus across society”, reported information platform Tanpaifang.

        INCREASED OVERSIGHT: The next day, the government announced new evaluation criteria for judging provinces on their efforts to meet China’s climate goals, including on raising “clean-energy consumption” and limiting “use of coal and oil”, reported Bloomberg. The 14 indicators underscore China’s “key priorities” and encourage broader carbon reduction efforts, said energy news outlet China Energy Net. They build on China’s existing inspection system to create a “much stronger accountability and compliance system”, Qin Qi, China analyst at the Centre for Research on Energy and Clean Air, told Carbon Brief. For more detail see Carbon Brief’s Q&A on what the two policies mean for China’s energy transition.

        ‘RARE’ SIGNAL: Both documents were issued by the highest levels of the nation’s political system, which is “extremely rare” and “reflects the strategic importance” of China’s climate goals, Wu Hongjie, deputy secretary-general of the China Carbon Neutrality 50 Forum, told Jiemian News. In a comment article for finance news outlet Caixin, Chen Lihao – a member of the Jiusan Society, environment minister Huang’s political party – said the two documents “form the institutional foundation” for China’s “full-scale transition” to a “dual control of carbon” system.

        Downpours in south China 

        ‘RECORD-BREAKING’ RAIN: Heavy rainfall is hitting central and southern China, with Hunan, Guizhou and Jiangxi provinces reporting record-breaking levels of precipitation last week, reported the Communist party-affiliated People’s Daily. It added that the government is ramping up “flood control” measures in response. On 26-27 April, one part of Guangxi province received as much as 14cm of rain per hour, reported the state-supporting newspaper Global Times. Meanwhile, Chinese vice-premier Liu Guozhong met with the World Meteorological Organization secretary-general Celeste Saulo to discuss cooperation on global “meteorological governance”, said state news agency Xinhua, with the discussion touching on early warning systems and disaster relief.

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        EL NIÑO RISK: Officials at China’s National Climate Center (NCC) have said that an El Niño weather pattern is “likely to set in around May” and “intensify during the summer and autumn”, said China Daily. The state-run newspaper also quoted NCC chief forecaster Chen Lijuan saying it was “premature” to conclude that the El Niño could be at its strongest in 140 years, or that it could lead to record-breaking heat, although he added that the risks of such weather are “clearly increasing”. Wang Yaqi, a senior engineer at NCC, noted that the phenomenon “could hit hydropower-dependent regions hard, pushing them to burn more fossil fuels”, according to the Hong Kong-based South China Morning Post.

        Solar capacity growth slows

        CLEAN CAPACITY: China’s clean-energy grid capacity now exceeds 2,400 gigawatts (GW), as of March 2026, or 60% of the total power mix, said state broadcaster CGTN in coverage of comments from energy officials at a press conference. It added that, within this, total wind and solar capacity reached 1,900GW. Energy news outlet International Energy Net cited the officials saying that China’s operational capacity for “green hydrogen” stands at 250,000 tonnes, with another 900,000 tonnes under construction.

        SOLAR SLOWS: However, a data release showed that China added 41GW of new solar capacity in the first three months of 2026, reported BJX News, down from 60GW of new capacity in January-March 2025. Bloomberg noted that new solar capacity additions “slowed sharply to hit a four-year low” in March, adding that wind and thermal capacity growth also both slowed.

        Subscribe: China Briefing
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        ‘MOST AMBITIOUS GOAL’: In a separate press conference, Chinese officials confirmed to Bloomberg that a pledge in the 15th five-year plan to double “non-fossil energy” in 10 years referred to energy capacity – not generation or consumption – and would run from 2025-2035. These details were “unclear” in the five-year plan itself, the outlet added. The economic news outlet Economic Daily said that the doubling goal was “one of the most ambitious goals in China’s energy transition history”, adding that “accelerating” the energy transition would allow the country to both reduce its reliance on the international energy market and “seize the high ground in the global race” to develop low-carbon industries.

        More China news

        • NEW BLEND: China has begun a project to blend gas supplies with 10% hydrogen in a part of Shandong province, reported the South China Morning Post, which added that the shift could cut China’s annual carbon emissions by “roughly 30m tonnes”.
        • SKY-HIGH: China launched a “high-precision” satellite to monitor greenhouse gas emissions, said Xinhua.
        • SUNNY SPAIN: Chinese automaker SAIC plans to build an electric vehicle (EV) factory in Spain, reported Bloomberg.
        • MING YANG: Bloomberg also said that wind turbine maker Ming Yang is considering Spain after plans for a factory in the UK were blocked. 
        • FORMAL COMPLAINT: China has “formally submitted a complaint” to the EU about its Industrial Accelerator Act, said China Daily.
        • EU TARIFFS: China’s commerce minister said he reached a “soft landing” with EU officials on EU tariffs on imports of Chinese-made EVs, according to Reuters.

        Spotlight 

        How war, silver and taxes propelled China’s cleantech exports

        China’s export of clean-energy technologies surged in March, driven by a doubling in solar shipments, according to analysis by Carbon Brief of Chinese customs data.

        The spike can be explained in part by the impact of the conflict in the Middle East, but analysts argue that a newly enacted solar export policy is also behind the figures.

        In this issue, Carbon Brief explores the factors behind the export spike and whether or not it will be sustained.

        China’s exports of the “new three” clean-energy technology surged by 70% year-on-year in March 2026, reaching $21.6bn, according to Carbon Brief analysis.

        Exports of the three technologies – solar cells and panels, electric vehicles (EVs) and lithium-ion batteries – were also up 37% from February, the month before the Iran war.

        The conflict in the Middle East is one explanation for the surge, as it has caused several countries to emphasise the need to increase non-fossil energy supplies.

        However, there are also other important drivers, revealed by Carbon Brief analysis of customs data showing differences in exports between solar, EVs and batteries.

        Solar exports were notably higher in March 2026 than in the previous two months, jumping 99.2% compared to February.

        By contrast, neither batteries’ nor EVs’ March figures came close to the surge in solar cells.

        China’s March exports of batteries rose 37% compared with the previous month, while month-on-month EV shipments increased just 1.4%.

        (Figures from the China Passenger Car Association suggest a larger rise in percentage terms, but this is based on a narrower scope that does not capture all exports.)

        This may be because both technologies saw strong export performance throughout the first quarter of 2026. According to the customs data, more than one million EVs were exported from China between January and March, up 73% compared with the same period last year.

        These quarterly exports may have helped meet growing interest in EVs due to the conflict, with BloombergNEF estimating that sales of EVs rose to 1.1m – up 2% year-on-year – in March. (Bloomberg said, within this total, sales “cooled” in China and the US but “surged” in Europe and parts of Asia.)

        Solar surge

        The chart below shows the export volumes of solar cells, EVs and batteries in March 2025, plus the first three months of 2026.

        March’s solar exports were capable of generating 68 gigawatts (GW), equivalent to Spain’s entire installed solar capacity, according to energy thinktank Ember.

        Exports of solar cells, EVs and batteries in March 2025 and January-March 2026.
        Exports of solar cells, EVs and batteries in March 2025 and January-March 2026. “Electric vehicles” includes hybrid and battery electric buses with 10 seats or more; plug-in and non-plug-in hybrid electric passenger cars; and battery electric passenger cars. Source: General Administration of Customs China.

        The Ember analysis showed that 50 countries set all-time records for Chinese solar imports in March, with another 60 reaching their highest levels in six months.

        Exports to Asia doubled to 39GW, while shipments to Africa surged 176% to 10GW. Combined, these two regions accounted for three-quarters of the overall increase in exports.

        The Middle East conflict has boosted demand, but a domestic policy deadline was a more immediate driver, analysts told Carbon Brief.

        The Chinese government removed export tax rebates for solar products on 1 April, prompting manufacturers to rush out shipments before the change took effect.

        Qin Qi, China analyst at the Centre for Research on Energy and Clean Air, told Carbon Brief that such policy deadlines “can create a very sharp one-month jump in shipments”.

        Batteries and EVs currently continue to receive export rebates.

        Falling silver prices are another potential factor, as silver paste is used to make a key component in solar panels. The reversal of a recent price rally that had raised costs helped manufacturers make more panels ahead of the export switch, Marius Mordal Bakke, head of solar research at consultancy Rystad Energy told Reuters.

        Temporary spike

        Analysts predict that China’s April solar exports are unlikely to repeat March’s surge. Moreover, February exports were depressed by the Chinese New Year public holiday, making the March comparison unusually unfavourable.

        “A month-on-month drop in April would not be surprising,” said Qin.

        But she remains optimistic that global solar capacity additions outside China will continue to grow in 2026 due to energy supply concerns sparked by the Middle East conflict.

        Dave Jones, chief analyst at Ember, said the removal of the export rebate will not “dramatically change demand”, especially as the conflict continues.

        He argued that the policy could be positive, telling Carbon Brief: “This is what the global market needs: a more level playing field with China.”

        This spotlight is by freelance China analyst Lekai Liu for Carbon Brief.

        Watch, read, listen

        TARGET ‘DIFFICULTIES’: Two researchers at the Energy Research Institute, a state thinktank, wrote in Economic Daily that China faces several “difficulties” in meeting its new carbon-intensity targets, including already-high renewable capacity installations and high levels of energy efficiency.

        COMPARE AND CONTRAST: The US-China Podcast interviewed Prof Alex Wang on China’s approach to environmentalism and his view on the country’s energy transition.

        GOVERNMENT CALLOUT: State broadcaster CCTV published a segment critiquing the massive investments and special treatment that local governments gave to their EV industries, fuelling intense competition.

        ‘THIN ARGUMENT’: A comment in Lawfare argued that the US should focus more on the “genuine geopolitical risks of climate change and [geoengineering] development”, rather than “thin” arguments around China weaponising weather modification technologies.


        22.6%

        The rate of “environmental health literacy” – or “recognition of the value of the ecological environment and its impact on health” – among China’s citizens, according to a government survey covered by Xinhua.


        New science 

        • China will need to build more pipelines and push its carbon price above $100/tonne to make “green” ammonia a cost-competitive option for marine fuel | One Earth
        • Carbon dioxide (CO2) emissions from China’s lakes increased from 41m tonnes to 51m tonnes of CO2 per year between 2000 and 2021, coinciding with “rapid lake expansion” across the country | Science Advances

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        China Briefing is written by Anika Patel, with contributions from Lekai Liu, and edited by Simon Evans. Please send tips and feedback to china@carbonbrief.org 

        The post China Briefing 30 April 2026: Fossil fuel ‘strict controls’ | El Niño approaches | Why cleantech exports have surged appeared first on Carbon Brief.

        China Briefing 30 April 2026: Fossil fuel ‘strict controls’ | El Niño approaches | Why cleantech exports have surged

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