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Children born in 2020 will face “unprecedented exposure” to extreme weather events, including heatwaves, droughts and wildfires, even if warming is limited to 1.5C above pre-industrial temperatures.

That is according to a new study, published in Nature, which calculates the number of unprecedented extreme events that people born in different decades and countries might  live through.

Using a case study focused on Brussels, the researchers find that people born in 2020 will experience an “unprecedented” 11 heatwaves in their lifetime – even if global warming is limited to 1.5C by the end of the century.

In contrast, in a pre-industrial climate, a person living in the Belgian capital would likely experience just three such heatwaves, according to the study.

More than half of children born in 2020 – around 62 million people – will experience “unprecedented lifetime exposure” to heatwaves, even if warming is limited to 1.5C, the study finds.

However, this number nearly doubles to 111 million under a scenario where warming hits 3.5C.

The study also analyses crop failures, river floods, tropical cyclones, wildfires and droughts.

The research “helps the climate community build new narratives that better clarify the impacts [of climate change] on younger generations and vulnerable populations”, one expert who was not involved in the study tells Carbon Brief.

Intergenerational justice

As the planet warms, extreme weather events such as heatwaves, floods and droughts are becoming more intense, more frequent and lasting longer.

A popular 2021 study found that children born in the 21st century will be exposed to more extreme weather events in their lifetimes than their parents and grandparents.

The paper found that in a scenario of 3C of warming above pre-industrial levels, a child who turns six in 2020 will experience twice as many wildfires and tropical cyclones, three times more river floods, four times more crop failures, five times more droughts and 36 times more heatwaves over their lifetime than a six-year-old living in a pre-industrial climate.

The authors also found a “particularly strong increase” in children’s future exposure to extremes in the Middle East and North Africa.

The lead author of the study – Prof Wim Thiery from Vrije Universiteit Brussel – told Carbon Brief at the time that today’s youth will live “an unprecedented life”, in which they will “face conditions which older generations have never experienced”.

Four years later, Dr Luke Grant – a researcher in Thiery’s team – has led a new study building on the ideas of the 2021 paper.

Grant tells Carbon Brief that rather than counting the number of extreme events that an individual might experience, his new study counts the number of people that reach an “unprecedented state” of exposure to extremes.

Prof Kaveh Madani is the director of the UN University Institute for Water, Environment and Health and was not involved in the study. He tells Carbon Brief that the paper “helps the climate community build new narratives that better clarify the impacts [of climate change] on younger generations and vulnerable populations”.

The authors define “exposure” as the number of extreme events that a person experiences in their lifetime, relative to the number they would have experienced in a pre-industrial climate.

“Unprecedented lifetime exposure” is defined as exposure so high that it has only a one-in-10,000 chance of happening in a world without any greenhouse gas emissions.

‘Unprecedented lifetime exposure’

The authors present a case study of extreme heat in Brussels, Belgium, to explain their method.

They define a heatwave as a three-day extreme heat event, which reaches average temperatures that would be expected once per century in a pre-industrial climate.

Using models from the Inter-Sectoral Impact Model Intercomparison Project (ISIMIP), the authors calculate heatwave frequency in a world without climate change. They also assess scenarios in which warming is limited to 1.5C, 2.5C and 3.5C by the end of the century.

They combine this data with demographic information, including how many people are born in the country each year and their average life expectancy, using data from sources including the ISIMIP database and UN population estimates and projections.

In a world without climate change, the study finds that a person born in 1960 in Brussels would have a one-in-10,000 chance of experiencing six of the pre-defined heatwaves in their lifetime. Any member of this “birth cohort” who experiences more than six heatwaves in their lifetime has therefore faced “unprecedented lifetime exposure” to extreme heat, according to the study.

The authors find that a person born in Brussels in 1960 is likely to experience three heatwaves on average during their lives under all of the three future warming pathways– meaning that they are unlikely to face “unprecedented lifetime exposure” to heat.

By contrast, the researchers find that many younger age cohorts will experience unprecedented heatwave exposure. For many younger age cohorts, lifetime exposure to heatwaves is greater for higher warming pathways.

For example, people born in Brussels in 2020 will experience 11 heatwaves in their lifetime if global warming is limited to 1.5C by the end of the century. If warming rises to 2.5C or 3.5C, they could experience 18 or 26 heatwaves, respectively.

The graphic below shows heat exposure since birth in Brussels for three “birth cohorts” of 1960 (bottom row), 1990 (middle row) and 2020 (top row). It presents three future scenarios, in which warming is limited to 1.5C (blue), 2.5C (yellow) and 3.5C (red) by 2100. The dotted line shows the threshold for an “unprecedented” lifetime exposure to extreme heat.

Lifetime exposure to unprecedented heat for people born in Brussels
Lifetime exposure to unprecedented heat for people born in Brussels in 1960 (bottom row), 1990 (middle row) and 2020 (top row), under scenarios that limit warming to 1.5C (blue), 2.5C (yellow) and 3.5C (red) by the year 2100. The dotted line shows the threshold for an “unprecedented” lifetime exposure to extreme heat. Source: Grant et al (2025).

Heat exposure

The authors repeat their analysis across the Earth’s entire land surface, by dividing it into grid cells and using location-specific temperature and demographic data. 

Of the 81 million people born in 1960, they find that 13 million are likely to face unprecedented exposure to heatwaves in their lifetimes. They add that for this age cohort, lifetime exposure to unprecedented extremes does not vary depending on the warming scenario.

However, 21st century warming has a significant effect on exposure for younger generations. Under a 1.5C warming pathway, 52% of people born in 2020 will face unprecedented exposure to heatwaves. This rises to 92% under a 3.5C warming scenario.

The study adds:

“This implies that 111 million children born in 2020 will live an unprecedented life in terms of heatwave exposure in a world that warms to 3.5C versus 62 million in a 1.5C pathway.”

The charity Save the Children has published a report which unpacks the findings of the study. The graphic below, from the report, shows the percentage of people from different countries born in 2020 who will face unprecedented lifetime exposure to heatwaves under the 1.5C (top), 2.5C (middle) and 3.5C (bottom) warming scenarios.

Each circle shows a country, indicated by its three-letter countries code. The size of the circle indicates the number of people in the country. Darker circles indicate higher-income countries.

Circles on the right hand side of the graphic indicate that more than half of the country’s 2020 cohort will be exposed to unprecedented heatwaves in their lifetime.

The percentage of people born in 2020 who will face unprecedented lifetime exposure to heatwaves
The percentage of people born in 2020 who will face unprecedented lifetime exposure to heatwaves under the 1.5C (top), 2.5C (middle) and 3.5C (bottom) warming scenarios. Each circle indicates a country, indicated by its three-letter countries code. The size of the circle indicates the number of people in the country. Darker circles indicate higher-income countries. Source: Save the Children

“The evidence is now inescapable that heatwaves impact every community around the world,” Dr Luke Harrington, a senior lecturer in environmental science at the University of Waikato, who was not involved in the study, tells Carbon Brief. He adds: 

“This paper offers the clearest view that climate change is verifiably unfair: those who have done the least to contribute to rising global temperatures will experience the most extreme impacts.”

From floods to fires

The authors apply the same method to five other climate extremes – crop failure, wildfires, droughts, floods and tropical cyclones.

The graphic below shows the key findings. The coloured portion of the bar shows the number of people born in 2020 who will face unprecedented exposure to each extreme under a 1.5C warming pathway. The dark green and light green bars show the additional exposure under 2.7C and 3.5C warming.

Number of people born in 2020 who will face “unprecedented lifetime exposure” to heatwaves, crop failures, river floods, tropical cyclones, wildfires and droughts
Number of people born in 2020 who will face “unprecedented lifetime exposure” to heatwaves, crop failures, river floods, tropical cyclones, wildfires and droughts under 1.5C 2.7C and 3.5C warming. Source: Save the Children

The authors find that unprecedented lifetime exposure to heatwaves will affect the most people, with 62 million people born in 2020 likely to face unprecedented exposure to heat in their lifetimes if warming is limited to 1.5C.

This is followed by crop failures and river floods, which will impact 23 million and 10 million people from the 2020 birth cohort under the 1.5C warming pathway, respectively.

Lead author Grant tells Carbon Brief that he is “most confident” about his heatwave findings because temperature is a “basic” metric for climate models to “get right”.

Meanwhile, extremes such as crop failure depend on a range of factors including soil moisture, land-atmosphere interactions and rainfall, which can make it harder for the models to accurately capture changes, Grant explains.

Vulnerability

The authors also assess how “socioeconomic vulnerability” affects their findings using a global deprivation index – a tool which measures the level of disadvantage and hardship experienced by individuals or communities in a particular geographic area.

The authors use the index to identify the 20% most and least vulnerable people in each age cohort. They find that the most vulnerable groups are overwhelmingly from African countries.

The authors also conclude that “socioeconomically vulnerable people have a consistently higher chance of facing unprecedented lifetime heatwave exposure compared to the least vulnerable members of their generation”.

The graph below, taken from a news and views article about the study, shows the percentage of high vulnerability (red) and low vulnerability (pink) people in each age cohort who would be exposed to unprecedented heat, under a 2.7C warming scenario. 

The percentage of high vulnerability (red) and low vulnerability (pink) people in each age cohort who would be exposed to unprecedented heat,
The percentage of high vulnerability (red) and low vulnerability (pink) people in each age cohort who would be exposed to unprecedented heat, under a 2.7C warming scenario. Source: Gualdi and Muttarak (2025).

Dr Marina Romanello, a research fellow at the University College London and research director of the Lancet Countdown on Health and Climate Change who was not involved in the study, tells Carbon Brief that the paper “is an important addition to the scientific literature, showing how our delays in tackling climate change are putting the future of our children at risk”. 

She adds:

“The authors have used well-established models to project future health threats, framing them around what matters the most: the wellbeing, health and survival of present and future generations.”

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EPA move shows urgent need for congressional climate action

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FOR IMMEDIATE RELEASE

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EPA move shows urgent need for congressional climate action

February 12, 2026 – The EPA has finalized its proposal to rescind its 2009 determination that climate pollution endangers public health and welfare, also known as the “endangerment finding.” The EPA’s primary argument is based on a reinterpretation of Congress’ intent under the Clean Air Act for the EPA to broadly regulate pollutants.

As a reminder, the endangerment finding provides the legal foundation under the Clean Air Act for the EPA to regulate greenhouse gases. Without it, the EPA would lack clear authority under that statute to regulate emissions from sources like vehicle tailpipes and certain industrial facilities.

It’s worth noting that the vast majority of emissions reductions in the U.S. to date have resulted from cleaner energy sources replacing coal, as a result not of federal regulations, but of market forces as clean technologies became cheap.

Still, over half a million public comments were submitted on the EPA’s draft rule, including a formal comment from CCL that emphasized EPA’s mandate from Congress to regulate climate pollution.

Today’s decision reveals in stark terms that regulations alone are not a reliable path to enduring climate action. Federal regulations and executive orders tend to be temporary, shifting with each new presidential administration.

“It’s simply not enough for Congress to direct an agency to regulate climate pollution — Congress needs to pass laws that actively shift our economy toward clean energy, whether through carbon pricing, faster energy permitting processes, or other policy tools like the ones we advocate for here at Citizens’ Climate Lobby,” said Jennifer Tyler, CCL’s Vice President of Government Affairs.

That’s why CCL’s focus remains on working with lawmakers to pass lasting climate solutions.

“Legislative action provides durable policy that will drive the deep, long-term emissions reductions we need. That’s especially true when Members of Congress from both parties work together on solutions, as we urge them to,” Tyler added.

The EPA’s decision will next be challenged in the courts, a process that will likely take several years and may ultimately reach the Supreme Court. CCL appreciates that our allies in the climate space are equipped to fight on this particular battlefront and will be bringing these lawsuits.

“CCLers will continue to work together — across the aisle and across the country — to build political will for effective climate solutions in Congress,” affirmed Ricky Bradley, CCL’s Executive Director.

CONTACT: Flannery Winchester, CCL Vice President of Marketing and Communications, 615-337-3642, flannery@citizensclimate.org

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Citizens’ Climate Lobby is a nonprofit, nonpartisan, grassroots advocacy organization focused on national policies to address climate change. Learn more at citizensclimatelobby.org.

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Analysis: Trump has overseen more coal retirements than any other US president

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Donald Trump has overseen more retirements of coal-fired power stations than any other US president, according to Carbon Brief analysis.

His administration’s latest efforts to roll back US climate policy have been presented by interior secretary Doug Burgum as an opportunity to revive “clean, beautiful, American coal”.

The administration is in the process of attempting to repeal the 2009 “endangerment” finding, which is the legal underpinning of many federal climate regulations.

On 11 February, the White House issued an executive order on “America’s beautiful clean coal power generation fleet”, calling for government contracts and subsidies to keep plants open.

On the same day, Trump was presented with a trophy by coal-mining executives declaring him to be the “undisputed champion of beautiful clean coal”.

These words are in sharp contrast to Trump’s record in office, with more coal-fired power plants having retired under his leadership than any other president, as shown in the figure below.

This is because coal plants have been uneconomic to operate compared with cheaper gas and renewables – and because most of the US coal fleet is extremely old.

A blue and red bar chart on a white background shpwing that Trump has overseen more coal retirements than any other US president. The chart shows that Biden oversaw 41 coal retirements, Obama 48, and Trump 57.
Capacity of coal-fired power plants retiring under recent US presidents, gigawatts (GW). Source: Carbon Brief analysis of data from Global Energy Monitor.

In total, some 57 gigawatts (GW) of coal capacity has already been retired during Trump’s first and second terms in office, compared with 48GW under Obama’s two full terms and 41GW under Biden’s single term.

Even in relative terms, the US has lost a larger proportion of its remaining coal fleet for each year of Trump’s presidencies than for either of his recent predecessors.

Trump’s record hints at the many practical and economic factors that have driven US coal closures, regardless of the preferences of the president of the day.

Indeed, Trump made variousefforts to prop up coal power during his first term in office. These were ultimatelyunsuccessful, as the figure below illustrates.

Coal-fired power capacity in the US, GW. Source: Global Energy Monitor.
Coal-fired power capacity in the US, GW. Source: Global Energy Monitor.

Coal plants have been retiring in large numbers over the past 20 years because they were uneconomic relative to cheaper sources of electricity, including renewables and gas.

These unfavourable market conditions, alongside air pollution regulations unrelated to climate change, have resulted in a steady parade of coal closures under successive presidents.

By 2024, wind and solar were generating more electricity in the US than coal.

More recently, analysis from the US Energy Information Administration shows that surging power prices have improved the economics of both coal and gas-fired power plants.

These rising prices have been driven by increasing demand, including from data centres, and by higher gas prices, due to increasing exports at liquefied natural gas (LNG) terminals.

These factors saw coal-power output increase by 13% year-on-year in 2025, only the second rise in a decade of steady decline for the fuel, according to the Rhodium Group.

Nevertheless, many utilities have still been looking to shutter their ageing coal-fired power plants.

The vast majority of US coal plants are nearing retirement. Three-quarters of US coal capacity is more than four decades old and only 14% is less than 20 years old, as shown in the figure below.

Capacity of US coal plants by age group, GW. Source: Global Energy Monitor.
Capacity of US coal plants by age group, GW. Source: Global Energy Monitor.

In response, the Trump administration has recently invoked legislation designed for wartime emergencies to force a number of uneconomic coal plants to remain open.

Despite Trump’s efforts, clean energy made up 96% of the new electricity generation capacity added to the US grid in 2025. None of the new capacity came from coal power.

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Analysis: China’s CO2 emissions have now been ‘flat or falling’ for 21 months

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China’s carbon dioxide (CO2) emissions fell by 1% in the final quarter of 2025, likely securing a decline of 0.3% for the full year as a whole.

This extends a “flat or falling” trend in China’s CO2 emissions that began in March 2024 and has now lasted for nearly two years.

The new analysis for Carbon Brief shows that, in 2025, emissions from fossil fuels increased by an estimated 0.1%, but this was more than offset by a 7% decline in CO2 from cement.

Other key findings include:

  • CO2 emissions fell year-on-year in almost all major sectors in 2025, including transport (3%), power (1.5%) and building materials (7%).
  • The key exception was the chemicals industry, where emissions grew 12%.
  • Solar power output increased by 43% year-on-year, wind by 14% and nuclear 8%, helping push down coal generation by 1.9%.
  • Energy storage capacity grew by a record 75 gigawatts (GW), well ahead of the rise in peak demand of 55GW.
  • This means that growth in energy storage capacity and clean-power output topped the increases in peak and total electricity demand, respectively.

The CO2 numbers imply that China’s carbon intensity – its fossil-fuel emissions per unit of GDP – fell by 4.7% in 2025 and by 12% during 2020-25.

This is well short of the 18% target set for that period by the 14th five-year plan.

Moreover, China would now need to cut its carbon intensity by around 23% over the next five years in order to meet one of its key climate commitments under the Paris Agreement.

Whether Chinese policymakers remain committed to this target is a key open question ahead of the publication of the 15th five-year plan in March.

This will help determine if China’s emissions have already passed their peak, or if they will rise once again and only peak much closer to the officially targeted date of “before 2030”.

‘Flat or falling’

The latest analysis shows China’s CO2 emissions have now been flat or falling for 21 months, starting in March 2024. This trend continued in the final quarter of 2025, when emissions fell by 1% year-on-year.

The picture continues to be finely balanced, with emissions falling in all major sectors – including transport, power, cement and metals – but rising in the chemicals industry.

This combination of factors means that emissions continue to plateau at levels slightly below the peak reached in early 2024, as shown in the figure below.

China’s CO2 emissions from fossil fuels and cement, million tonnes of CO2, rolling 12-month totals until September 2025. Source: Emissions are estimated from National Bureau of Statistics data on production of different fuels and cement, China Customs data on imports and exports and WIND Information data on changes in inventories, applying emissions factors from China’s latest national greenhouse gas emissions inventory and annual emissions factors per tonne of cement production until 2024. Sector breakdown of coal consumption is estimated using coal consumption data from WIND Information and electricity data from the National Energy Administration. The consumption of petrol, diesel and jet fuel is adjusted to match quarterly totals estimated by Sinopec.

Power sector emissions fell by 1.5% year-on-year in 2025, with coal use falling 1.7% and gas use increasing 6%. Emissions from transportation fell 3% and from the production of cement and other building materials by 7%, while emissions from the metal industry fell 3%.

These declines are shown in the figure below. They were partially offset by rising coal and oil use in the chemical industry, up 15% and 10% respectively, which pushed up the sector’s CO2 emissions by 12% overall.

Year-on-year change in China’s CO2 emissions from fossil fuels and cement, for the period January-September 2025, million tonnes of CO2.
Year-on-year change in China’s CO2 emissions from fossil fuels and cement, for the period January-September 2025, million tonnes of CO2. Source: Emissions are estimated from National Bureau of Statistics data on production of different fuels and cement, China Customs data on imports and exports and WIND Information data on changes in inventories, applying emissions factors from China’s latest national greenhouse gas emissions inventory and annual emissions factors per tonne of cement production until 2024. Sector breakdown of coal consumption is estimated using coal consumption data from WIND Information and electricity data from the National Energy Administration. The consumption of petrol, diesel and jet fuel is adjusted to match quarterly totals estimated by Sinopec.

In other sectors – largely other industrial areas and building heat – gas use increased by 2%, more than offsetting the reduction in emissions from a 3% drop in their coal consumption.

Clean power covers electricity demand growth

In the power sector, which is China’s largest emitter by far, electricity demand grew by 520 terawatt hours (TWh) in 2025.

At the same time, power generation from solar increased by 43% and wind power generation by 14%, delivering 360TWh and 130TWh of additional clean electricity. Nuclear power generation grew 8%, supplying another 40TWh. The increased generation from these three sources – some 530TWh – therefore met all of the growth in demand.

Hydropower generation also increased by 3% and bioenergy by 3%, helping push power generation from fossil fuels down by 1%. Gas-fired power generation increased by 6% and, as a result, power generation from coal fell by 1.9%.

Furthermore, the surge in additions of new wind and solar capacity at the end of 2025 will only show up as increased clean-power generation in 2026.

On the other hand, the growth in solar and wind power generation has fallen short of the growth in capacity, implying a fall in capacity utilisation – a measure of actual output relative to the maximum possible. This is highly likely due to increased, unreported curtailment, where wind and solar sites are switched off because the electricity grid is congested.

If these grid issues are resolved over the next few years, then generation from existing wind and solar capacity will increase over time.

Developments in 2025 extended the trend of clean-power generation growing faster than power demand overall, as shown in the top figure below. This trend started in 2023 and is the key reason why China’s emissions have been stable or falling since early 2024.

In addition, 2025 saw another potential inflection point, shown in the bottom figure below. It was the first year ever that energy storage capacity – mainly batteries – grew faster than peak electricity demand in 2025 and faster than the average growth in the past decade.

Top columns: Year-on-year change in annual electricity generation from clean energy excluding hydro, terawatt hours. Left solid and dashed line: Annual and average change in total electricity generation, TWh. Bottom columns: Year-on-year change in energy storage capacity, gigawatts. Right solid and dashed line: Annual and average change in peak electricity demand. Sources: Power generation and demand from Ember; peak loads from China Electric Power News since 2020; peak loads until 2019 and pumped hydro capacity from Wind Financial Terminal; battery storage capacity from China Energy Storage Alliance; analysis for Carbon Brief by Lauri Myllyvirta.

China’s energy storage capacity increased by 75GW year-on-year in 2025, while peak demand only increased by 55GW. The rise in storage capacity in 2025 is also larger than the three-year average increase in peak loads, some 72GW per year.

Peak demand growth matters, because power systems have to be designed to reliably provide enough electricity supply at the moment of highest demand.

Moreover, the increase in peak loads is a key driver of continued additions of coal and gas-fired power plants, which reached the highest level in a decade in 2025.

The growth in energy storage could provide China with an alternative way to meet peak loads without relying on increased fossil fuel-based capacity.

The growth in storage capacity is set to continue after a new policy issued by China’s top economic planner the National Development and Reform Commission (NDRC) in January.

This policy means energy storage sites will be supported by so-called “capacity payments”, which to date have only been available to coal- and gas-fired power plants and pumped hydro storage.

Concerns about having sufficient “firm” power capacity in the grid – that which can be turned on at will – led the government to promote new coal and gas-fired power projects in recent years, leading to the largest fossil-fuel based capacity additions in a decade in 2025, with another 290GW of coal-fired capacity still under construction.

Reforming the power system and increasing storage capacity would enable the grid to accommodate much higher shares of solar and wind, while reducing the need for new coal or gas capacity to meet rising peaks in demand.

This would both unlock more clean-power generation from existing capacity and improve the economics and risk profiles of new projects, stimulating more growth in capacity.

Peaking power CO2 requires more clean-energy growth

China’s key climate commitments for the next five-year period until 2030 are to peak CO2 emissions and to reduce carbon intensity by more than 65% from 2005 levels. The latter target requires limiting CO2 emissions at or below their 2025 level in 2030.

The record clean-energy additions in 2023-25 have barely sufficed to stabilise power-sector emissions, showing that if rapid growth in power demand continues, meeting the 2030 targets requires keeping clean-energy additions close to 2025 levels over the next five years.

China’s central government continues to telegraph a much lower level of ambition, with the NDRC setting a target of “around” 30% of power generation in 2030 coming from solar and wind, up from around 22% in 2025.

If electricity demand grows in line with the State Grid forecast of 5.6% per year, then limiting the share of wind and solar to 30% would leave space for fossil-fuel generation to grow at 3% per year from 2025 to 2030, even after increases from nuclear and hydropower.

Such an increase would mean missing China’s Paris commitments for 2030.

Alternatively, in order to meet the forecast increase in electricity demand without increasing generation from fossil fuels would require wind and solar’s share to reach 37% in 2030.

Similarly, China’s target of a non-fossil energy share of 25% in 2030 will not be sufficient to meet its carbon-intensity reduction commitment for 2030, unless energy demand growth slows down sharply.

This target is unlikely to be upgraded, since it is already enshrined in China’s Paris Agreement pledge, so in practice the target would need to be substantially overachieved if the country is to meet its other commitments.

If energy demand growth continues at the 2025 rate and the share of non-fossil energy only rises from 22% in 2025 to 25% in 2030, then the consumption of fossil fuels would increase by 3% per year, with a similar rise in CO2 emissions.

Still, another recent sign that clean-energy growth could keep exceeding government targets came in early February when the China Electricity Council projected solar and wind capacity additions of more than 300GW in 2026 – well beyond the government goal of “over 200GW”.

Chemical industry

The only significant source of growth in CO2 emissions in 2025 was the chemical industry, with sharp increases in the consumption of both coal and oil.

This is shown in the figure below, which illustrates how CO2 emissions appear to have peaked from cement production, transport, the power sector and others, whereas the chemicals industry is posting strong increases.

Sectoral emissions from fossil fuels and cement, million tonnes of CO2, rolling 12-month totals.
Sectoral emissions from fossil fuels and cement, million tonnes of CO2, rolling 12-month totals. Source: Emissions are estimated from National Bureau of Statistics data on production of different fuels and cement, China Customs data on imports and exports and WIND Information data on changes in inventories, applying emissions factors from China’s latest national greenhouse gas emissions inventory and annual emissions factors per tonne of cement production until 2024. Sector breakdown of coal consumption is estimated using coal consumption data from WIND Information and electricity data from the National Energy Administration.

Even though chemical-industry emissions are small relative to other sectors – at roughly 13% of China’s total – the pace of expansion is creating an outsize impact.

Without the increase from the chemicals sector, China’s total CO2 emissions would have fallen by an estimated 2%, instead of the 0.3% reported here.

Without changes to policy, emission growth is set to continue, as the coal-to-chemicals industry is planning major increases in capacity.

Whether these expansion plans receive backing in the upcoming five-year plan for 2026-30 will have a major impact on China’s emission trends.

Another key factor is the development of oil and gas prices. Production in the coal-based chemical industry is only profitable when coal is significantly cheaper than crude oil.

The current coal-to-chemicals capacity in China is dominated by plants producing higher-value – and therefore less price-sensitive – chemicals such as olefins and aromatics, as feedstocks for the production of plastics.

In contrast, the planned expansion of the sector is expected to be largely driven by plants producing oil products and synthetic gas to be used for energy. For these products, electrification and clean-electricity generation provide a direct alternative, meaning they are even more sensitive to low oil and gas prices than chemicals production.

Outlook for China’s emissions

This is the latest analysis for Carbon Brief to show that China’s CO2 emissions have now been stable or falling for seven quarters or 21 months, marking the first such streak on record that has not been associated with a slowdown in energy demand growth.

Notably, while emissions have stabilised or begun a slow decline, there has not yet been a substantial reduction from the level reached in early 2024. This means that a small jump in emissions could see them exceed the previous peak level.

China’s official plans only call for peaking emissions shortly before 2030, which would allow for a rebound from the current plateau before the ultimate emissions peak.

If China is to meet its 2030 carbon intensity commitment – a 65% reduction on 2005 levels – then emissions would have to fall from the peak back to current levels by 2030.

Whether China’s policymakers are still committed to meeting this carbon intensity pledge, after the setbacks during the previous five-year period, is a key open question. The 2030 energy targets set to date have fallen short of what would be required.

The most important signal will be whether the top-level five-year plan for 2026-30, due in March, sets a carbon intensity target aligned with the 2030 Paris commitment.

Officially, China is sticking to the timeline of peaking CO2 emissions “before 2030”, which was announced by president Xi Jinping in 2020.

According to an authoritative explainer on the recommendations of the Central Committee of the Communist Party for the upcoming five-year plan, published by state-backed news agency Xinhua, coal consumption should “reach its peak and enter a plateau” from 2027.

It says that continued increases in demand for coal from electricity generators and the chemicals industry would be offset by reductions elsewhere. This is despite the fact that China’s coal consumption overall has already been falling for close to two years.

The reference to a “plateau” in coal consumption indicates that in official plans, meaningful absolute reductions in emissions would have to wait until after 2030. Any increase in coal consumption from 2025 to 2027, before the targeted plateau, would need to be offset by reductions in oil consumption, to meet the carbon intensity target.

Moreover, allowing coal consumption in the power sector to grow beyond the peak of overall coal use and emissions implies slowing down China’s clean-energy boom. So far, the boom has continued to exceed official targets by a wide margin.

In addition, the explainer’s expectation of further growth in coal use by the chemicals industry indicates a green light for at least a part of its sizable expansion plans.

The Xinhua article recognises that oil product consumption has already peaked, but says that oil use in the chemicals industry has kept growing. It adds that overall oil consumption should peak in 2026.

Elsewhere, the article speaks of “vigorously” developing non-fossil energy and “actively” developing “distributed” solar, which has slowed down due to recent pricing policies.

Yet it also calls for “high-quality development” of fossil fuels and increased efforts in domestic oil and gas production, suggesting that China continues to take an “all of the above” approach to energy policy.

The outcome of all this depends on how things turn out in reality. The past few years show it is possible that clean energy will continue to overperform its targets, preventing growth in energy consumption from fossil fuels despite this policy support.

The key role of the clean-energy boom in driving GDP growth and investments is one key motivator for policymakers to keep the boom going, even when central targets would allow for a slowdown. It is also possible that the five-year plans of provinces and state-owned enterprises could play a key role in raising ambition, as they did in 2022.

About the data

Data for the analysis was compiled from the National Bureau of Statistics of China, National Energy Administration of China, China Electricity Council and China Customs official data releases, as well as from industry data provider WIND Information and from Sinopec, China’s largest oil refiner.

Electricity generation from wind and solar, along with thermal power breakdown by fuel, was calculated by multiplying power generating capacity at the end of each month by monthly utilisation, using data reported by China Electricity Council through Wind Financial Terminal.

Total generation from thermal power and generation from hydropower and nuclear power were taken from National Bureau of Statistics monthly releases.

Monthly utilisation data was not available for biomass, so the annual average of 52% for 2023 was applied. Power-sector coal consumption was estimated based on power generation from coal and the average heat rate of coal-fired power plants during each month, to avoid the issue with official coal consumption numbers affecting recent data.

CO2 emissions estimates are based on National Bureau of Statistics default calorific values of fuels and emissions factors from China’s latest national greenhouse gas emissions inventory, for the year 2021. The CO2 emissions factor for cement is based on annual estimates up to 2024.

For oil, apparent consumption of transport fuels – diesel, petrol and jet fuel – is taken from Sinopec quarterly results, with monthly disaggregation based on production minus net exports. The consumption of these three fuels is labeled as oil product consumption in transportation, as it is the dominant sector for their use.

Apparent consumption of other oil products is calculated from refinery throughput, with the production of the transport fuels and the net exports of other oil products subtracted. Fossil-fuel consumption includes non-energy use such as plastics, as most products are short-lived and incineration is the dominant disposal method.

The post Analysis: China’s CO2 emissions have now been ‘flat or falling’ for 21 months appeared first on Carbon Brief.

Analysis: China’s CO2 emissions have now been ‘flat or falling’ for 21 months

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