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Solar power has been a major element of China’s renewables buildout since the mid-2010s.

The country installed 315 gigawatts (GW) of new capacity in 2025, adding more than half of all new solar globally. The year before, it added 277GW.

But the picture in 2026 to date is very different. Installations in March fell 56% year-on-year to 9GW, while new capacity in April totalled 10GW, a 79% drop compared to a year earlier, according to Carbon Brief’s analysis of official data.

Domestic uncertainty

The lower pace in 2026 had been anticipated by analysts.

In previous years, massive solar installations were driven by strong policy support for renewables, including a fixed-price tariff for generators.

In February 2025, the government announced that new solar and wind projects would instead be financed through a new “contract for difference” (CfD)-style system.

Under the new system, power from a certain amount of renewable capacity will be purchased for a fixed “strike price”, which to date has been far lower than previous guaranteed tariffs. Further projects will need to secure their own contracts on the open market.

While the new system is posing challenges for developers in the short term, it is part of a longer-term shift towards market-driven pricing for renewables, which has already made them cheaper than coal.

The change led to a rush of new project installations ahead of the June 2025 cut-off date, so that they could fall under the old fixed-price regime.

New solar additions totalled 45GW in April 2025 and 93GW in May 2025, before falling to 14GW in June 2025, according to Carbon Brief analysis of government data.

Additions also spiked in December, in both 2024 and 2025, as developers raced to meet completion deadlines including those under the 14th five-year plan.

Some reports have attributed the precipitous drop this year to falling demand for solar in China.

But this is a “major oversimplification”, David Fishman, principal at energy consultancy the Lantau Group, wrote on LinkedIn.

The real challenge, he said, is that “developers and banks [are] still figuring out how to finance and build projects without policy-backed revenue guarantees”.

Yang Biqing, energy analyst for Asia at thinktank Ember, agrees, telling Carbon Brief that the new CfD-style system has created “greater uncertainty” for developers, compounded by fierce competition and a growing push for “consolidation” in the industry.

The government set a target for 200GW of new solar and wind capacity in 2026.

Fishman tells Carbon Brief that this will be “difficult” for the government to achieve, though not impossible. Current levels of solar additions – reaching perhaps 120GW for the year – plus an “ambitious” 80GW of new wind power, could help China to hit the target, he says.

Others are more bullish. The China Photovoltaic Industry Association forecasts 180-240GW of new solar in 2026.

But few believe additions will match the breakneck pace of 2025.

“China’s solar industry is no longer a story of capacity expansion”, says Yang, with officials now “increasingly” focused on integrating current generation into the grid.

Soaring exports

Meanwhile, China’s solar exports are still going strong.

China exported almost 1.2m tonnes of solar cells in April 2026, according to Reuters. Although down from a record high in March, it represented a 60% rise year-on-year, added the newswire.

This signals solar’s attractiveness globally in the face of rising energy prices caused by the Iran-US conflict, analysts have said.

High demand for panels has been reported across several continents, including Europe, Asia and Africa.

For example, in the Philippines, the conflict is “driving” solar uptake, one analyst told the Associated Press, adding:

“People want solar and people want solar now.”

The post Chart: Why China’s solar boom is slowing down appeared first on Carbon Brief.

Chart: Why China’s solar boom is slowing down

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Climate Change

REPORT: WA Clean Energy, Jobs & Industry Plan

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Prepared by a coalition of nine Western Australian union, industry, conservation, and community organisations—including UnionsWA, the Conservation Council WA, and the Smart Energy Council—the WA Clean Energy, Jobs & Industry Plan provides a practical roadmap to transform Western Australia into a clean energy powerhouse while creating thousands of secure local jobs.

Western Australia stands at a pivotal crossroads: lead the global clean energy economy or watch investment, future industries, and secure jobs go elsewhere. The WA Clean Energy, Jobs & Industry Plan outlines a transformative blueprint to harness the state’s world-class solar and wind resources. Discover how legislated renewable targets, green iron manufacturing, and a dedicated regional training strategy can generate tens of thousands of local jobs, lower household bills, and build a resilient, net-zero future for all Western Australians.

WA needs a clear and forward-thinking plan if it is going to become a competitive renewable energy powerhouse and maintain its economic strength through the energy transition.
“Western Australians know a faster renewable energy transition will lower their household expenses and prevent harmful climate pollution. But the community also needs clear direction to ensure this transition will create jobs, lower costs and not cause undue environmental harm.
“Here, sectors representing a broad range of interests have laid the groundwork for those outcomes, clearly outlining what is needed to create a future for WA that is good for the environment, for the climate, for workers and for the economy.

Summary

  • Creating local employment.
  • Maintaining industrial competitiveness.
  • Lowering household energy costs

To realize this vision, the framework details actionable measures to follow on from the recent WA Government announcement of a 75% Renewable Energy Target by 2031 for the South West Interconnected System. This includes developing a statewide Renewable Energy Target, coordinating statewide workforce and training pipelines, strategically planning regional infrastructure to safeguard high-value biodiversity and cultural heritage, and ensuring equitable benefit-sharing through household electrification incentives and First Nations equity partnerships. Ultimately, the plan highlights that establishing clear policy and regulatory certainty will unlock lower energy bills, boost power reliability, and secure the state’s global competitiveness in emerging green commodity export markets.

Photo of wind turbines located near the sea at Albany Wind Farm in Western Australia.

Key Findings

  • Statewide Renewable Energy Target and Emissions Reduction Targets: The report calls for a statewide RET and 1.5°C aligned emission reduction targets to remove policy risk, lower capital costs, and attract clean energy investment.
  • Transformative Job Creation: Accelerating the transition offers massive employment prospects, including up to 8,800 solar and battery jobs by 2050, as well as 24,000 ongoing and 11,000 construction jobs in a commercial green iron industry.
  • Industrial Electrification & Competitiveness: Requiring large gas users to adopt binding electrification timetables and providing concessional financing will protect existing energy-intensive manufacturers from rising energy costs and impending domestic gas shortfalls.
  • Green Commodity Export Leadership: Western Australia can build new export markets in green iron, green ammonia, and offshore oil/gas decommissioning by constructing shared common-user infrastructure and setting dedicated Green Commodity Export Targets.
  • Coordinated Workforce & Training Pipeline: To address critical skill shortages the plan recommends establishing a WA Clean Energy Jobs Plan 2050, three regional training hubs, and dedicated pathways for female and under-represented apprentices.
  • Environmental Safeguards & Community Benefits: Fast-tracked development must be paired with State Planning Policies that avoid high-biodiversity and cultural heritage lands, mandate new data centres to run on additional renewable power, and deliver household electrification rebates and First Nations equity partnerships.
Workers at Keppel Prince in Portland manufacture and install wind turbines in Australia's burgeoning industry.

What you can do

WA has an opportunity to lead on sustainable, clean energy and associated industries. You can help by:

REPORT: WA Clean Energy, Jobs & Industry Plan

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Climate Change

COP17: Key outcomes agreed at the UN biodiversity conference in Yerevan

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Article Contents

Countries have completed the first “global review” of their progress towards reversing nature loss by 2030 at the COP17 biodiversity talks in Yerevan, Armenia.

The review “notes with deep concern” that, unless action is “rapidly accelerated”, the goal to reverse nature loss and meet a set of 23 targets by 2030 “will not be achieved”.

It “urges” countries to accelerate action, including by “increased ambition in addressing the gaps”.

Much of the discussions in Yerevan focused on how to raise the necessary funds to help developing countries protect nature.

Some major economies pushed to expand the range of nations that are expected to provide finance, with countries agreeing at the end of the two weeks of talks that non-donors that want to contribute can “signal interest” before COP18.

This came after developed countries failed to meet a target to significantly ramp up nature finance over the last few years.

It also came as a landmark fund agreed at COP16 in Colombia to pay communities for the genetic resources derived from nature stands nearly empty two years on.

The Yerevan talks marked the halfway point of the “Kunming-Montreal Global Biodiversity Framework” (GBF), the “Paris Agreement for nature” first made in 2022 and due to be achieved by 2030.

During the nearly 12-hour-long final plenary, countries voted for Quito, Ecuador, to host the COP18 nature talks, which will be held in 2028.

Countries managed to sign off on all the major negotiation texts, marking a stark contrast to COP16, which ran so far over time that the Colombian presidency lost “quorum”, forcing talks to resume in Rome months later. 

Below, Carbon Brief has detailed analysis of all of the key outcomes from COP17.

Formal negotiations

Finance

Finance, predictably, was at the heart of the discord and deadlock at the Yerevan talks.

At COP17, discussions on finance had to achieve several outcomes.

The first part – to take stock of biodiversity finance mobilised so far to meet the nature deal’s goals – fell under the global review.

As the global report noted, developed countries failed to meet their commitments to raise “at least $20bn a year by 2025” for nature. Delegates pointed to falling aid levels and a sharp 27% decline in environmental funding for the 2026-30 period.

The second part was to agree on how to mobilise resources for the next four years, to meet the GBF’s goals and targets.

Calls to “broaden the contributor base” of who pays to protect nature – and whether that should include emerging economies – became the most fraught element of the talks.

Eventually, countries agreed on what Switzerland described as a “super, mega-delicate” text. It hinged on major “political compromises”, with “no major winner or loser”, according to Kenya. 

Per the decision, countries that want to be included on a list of developed country donors can “signal interest” through bilateral, confidential consultations before COP18 and every alternate COP after.

Finally, countries also agreed on criteria to shape and resource a new, permanent financial mechanism to protect nature after 2030.

However, this did not immediately take the form of a new fund under the COP that biodiverse countries have demanded since 2022, deferring the mechanism’s institutio