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

Key developments

‘Wartime’ floods swamped southern China 

‘WARTIME’ EMERGENCY: Extreme weather events continued over the past two weeks. Dongting lake – China’s second-biggest freshwater lake – in southern China’s Hunan province experienced a wide “dyke breach” on 6 July, the Hong Kong-based South China Morning Post (SCMP) reported. The newspaper found the flooding in Hunan was “the most severe flooding seen in 70 years”, with local authorities declaring a “wartime” emergency. State-run newspaper China Daily said the water level on one Hunan river, at 77.63m, was “the highest water level recorded since 1954”. In central China, Henan province, which had experienced a “one-in-a-thousand-year” rainstorm in 2021, also issued a flood warning, reported the Paper, a state-supported outlet. Another central province, Anhui, evacuated 195,000 people whose lives were affected by heavy rainfall, said state news agency Xinhua.  

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RESCUE FUNDING: Chinese premier Li Qiang called for “unswerving efforts” on flood control and disaster relief, reported Xinhua. Some 540m yuan ($74m) of funds were issued by the central government to “help local authorities search, rescue and relocate disaster victims”, reported financial media Caixin. An additional 200m yuan ($27.5m) was provided to help flood rescue efforts in Hunan and Jiangxi, reported Science and Technology Daily. (See Carbon Brief’s recent Q&A for more on flooding in China.)

CLIMATE CHANGE: China’s weather agency forecasted that “extreme heat [will] persist across the country” over the summer as “climate change pushes global temperatures higher”, Agence France-Presse reported, citing state broadcaster CCTV. The Economist said that, as a result of climate change, China is likely to “increasingly experience periods of heavier rainfall, as well as longer periods of dryness”, according to World Weather Attribution. Xinhua reported that provinces in southern China are expecting high temperatures ranging from 35-40C in the coming days.

EU moved ahead with provisional tariffs on Chinese EVs 

PROVISIONAL TARIFFS: The EU’s provisional duties on Chinese electric vehicles (EVs) came into force on 4 July, despite Beijing calling on Brussels last month to “scrap” them, Bloomberg reported. The tariff rate was set between 20-48% for individual automakers – with companies that cooperated in initial investigations receiving a lower rate, added the newspaper. EU trade chief Valdis Dombrovskis said “we can also find ways not to apply [the tariffs] at the end of the day” since the negotiations with China were still ongoing, “but it is very clear this solution [would] need to solve that market distortion that we are currently having”, according to Reuters. It noted that definitive duties are due by November.

BEIJING’S RESPONSE: The Chinese commerce ministry and foreign ministry both opposed the EU duties. Meanwhile, China announced a probe into EU brandy imports, reported Reuters. This is the second EU product, after pork, that China has investigated as a countermeasure. Xinhua quoted data from the China Passenger Car Association (CPCA) and said the export of “new energy” vehicles (NEVs) in June reached 80,000, up 12.3% year-on-year. However, the CPCA told Reuters that the June number was actually 20-30 percentage points lower than expected growth due to the EU tariffs. The newswire quoted the association saying: “Our (NEV export) growth used to be at least 30-40%, and it has slowed to only more than 10%, meaning (the tariffs) had a 20-30 percentage point impact on (NEV export growth), a conspicuous short-term impact.” Chinese manufacturer Neta Auto viewed the EU tariffs as a “temporary setback” that would incentivise Chinese companies to explore other overseas markets, such as in Africa, according to the SCMP.

OTHER COUNTRIES: Following similar moves by the EU and US, Canada was also considering raising tariffs and blocking Chinese investments, with an intention to “deter Chinese-made electric vehicles from accessing the Canadian market”, said Bloomberg. ASEAN members, such as Thailand and Indonesia, also expressed “concerns about the negative effects of massive Chinese imports”, reported the SCMP, but no measures have been announced so far. Meanwhile, leading Chinese EV maker BYD announced plans to build a factory in Turkey, BBC News reported, noting that, as Turkey is part of the EU Customs Union, it will be able to bypass EU tariffs. The announcement came after the Turkish government had also announced tariffs on Chinese EVs, as reported in the 13 June edition of China Briefing.

China published draft carbon market rules

EMISSIONS ALLOWANCES: China has published draft rules aiming to “reduc[e] an oversupply of permits” in its national carbon market, Bloomberg reported. Participants would no longer be able to borrow allowances from “future years” and the rules on “carrying over unused permits from previous years” would become stricter, if the draft rules are enacted, added the outlet. Yan Qin, lead carbon analyst at London Stock Exchange Group (LSEG), was quoted by the news outlet saying “the confirmation of supply tightening will send a strong signal to the market participants”.

CLOSING LOOPHOLES: The market has seen “companies hoarding carbon permits in anticipation of tightening allocations, leading to very low liquidity in the carbon market”, financial media outlet Caixin said. The business newspaper added that strict penalties in the interim carbon market rules issued in January encouraged traders to “stor[e] their quotas for the future, rather than selling [them]”, adding that “previous expectations of tighter quota allocations for emissions-controlled companies have heightened the perceived value” of allowances, it added. The draft rules, according to an anonymous source interviewed by Caixin, “means that the quotas previously hoarded by emissions-controlled companies and not traded will lose their value after a set period, potentially releasing more supply”.

Spotlight 

Analysis: China’s clean energy pushes coal to record-low 53% share of power in May 2024

Last November, Carbon Brief published analysis suggesting that China’s carbon dioxide (CO2) emissions might have peaked, with this being reinforced by analysis published in May.

In this issue, Lauri Myllyvirta, senior fellow at the Asia Society Policy Institute, offers further support for his earlier analysis, using recently released data to show that clean energy pushed coal to a record-low 53% of China’s electricity mix in May 2024.

This analysis is published in full on the Carbon Brief website.

Why official data on electricity generation is increasingly limited

Every month, China’s National Bureau of Statistics (NBS) publishes data on China’s electricity generation by technology. The figures for May 2024 came out nearly a month ago, in mid-June, and were widely reported at the time.

However, this data is now increasingly limited because it excludes, among other things, “distributed” solar sites, such as those on the roofs of homes and businesses. Analysis for this article shows this misses out about half of the electricity generated by solar overall.

There is now enough data to work around the limitations in the NBS power generation data and give a complete picture of China’s power generation mix in May.

What a complete set of generation data revealed

Putting the various figures together showed that, far from the modest 29% year-on-year increase in the incomplete NBS data, there was a record 78% rise in solar electricity generation in May 2024.

Installed solar capacity increased by 52% to 691 gigawatts (GW) and capacity utilisation improved from 16% to 19%. This delivered the largest increase in China’s electricity generation for any technology, with solar generation rising 41TWh from 53TWh in May 2023 to 94TWh in May 2024.

The second-largest increase was from hydropower, where capacity only increased 1%, but utilisation jumped from 31% to 41%, as the sector recovers from the record drought seen in 2022-23. This led to a 39% or 34TWh increase in power generation, which hit 115TWh.

Wind power saw a strong increase in capacity of 21%. Utilisation fell, however, likely due to month-to-month variations in wind conditions. As a result, power generation grew by a relatively modest 5%, or 4TWh, reaching 83TWh.

Nuclear and biomass-fired power generation also saw small increases in capacity, but the utilisation of nuclear plants fell from 87% to 85%.

How surging clean energy pushed fossil fuels into reverse

In total, clean power generation grew 78TWh in May 2024, which was more than enough to exceed the 49TWh increase in electricity demand.

As a result, gas-fired generation plummeted by 16%, despite a 9% increase in capacity, driving a steep 24% drop in utilisation. Coal-fired generation capacity increased by 3% while power generation from coal fell 3.7%, resulting in average plant utilisation falling by 7%. Falling demand could temper investment in new coal capacity, which has run hot in the past two years.

The changes in coal and gas-fired generation, combined with a slight degradation in the thermal efficiency of coal-fired power plants, imply a 3.6% drop in CO2 emissions from the power sector.

Why the clean power surge meant a record-low share for coal

After these changes in output, China’s power generation mix shifted significantly away from fossil fuels in May 2024. The share of coal-fired generation fell to 53%, down from 60% at the same time last year and the lowest share on record, as shown in the figure below.

Meanwhile, solar rose to 12%, up from 7% a year earlier and the highest on record. The remainder was made up of wind (11%), hydropower (15%), nuclear (5%), gas (3%) and biomass (2%).

Share of China’s electricity generation, %, 2016-2024.

Meanwhile, strong clean-energy capacity growth continued in May 2024, with 19 gigawatt (GW) of solar being added, 3GW of wind and 1.2GW of nuclear.

In the first five months of 2024, China has added some 79GW of solar and 20GW of wind. These additions are up 29% and 21% respectively from last year’s numbers, which were already record-breaking.

What the power sector shift means for China’s CO2

The rapid growth in generation from solar shows that the solar capacity boom is delivering new electricity supplies at a scale sufficient to cover much of China’s demand growth.

This reinforces the view that China’s CO2 emissions are in a period of structural decline.

If clean energy additions are kept at the level reached in 2023 and early 2024, then CO2 output is likely to keep falling, confirming 2023 as the peak year for the country’s emissions.

However, with China due to announce new climate targets by early next year, the government’s level of ambition for clean energy growth remains an open question.

Watch, read, listen

GRID INVESTMENT: The Financial Times reported on surging investment in upgrading China’s electricity grid “to support green energy transition”, citing analysis finding “more than $800bn” would be spent by 2030.

FLOOD AND COMMUNIST: Chinese website 12371.cn – the official website for Chinese communist party members – carried a notice by the organisation department of the CPC Central Committee, calling on “communist party members at grassroot level” to play an “exemplary role” in “flood prevention and disaster relief”.

‘HIGH QUALITY DEVELOPMENT’: The Chinese communist party’s Qiushi magazine published an “interpretation” of the “philosophy” behind “high quality development”, a concept widely circulated in Chinese policy documents in recent years.

POWER REFORM: Caixin published an explainer breaking down reasons behind the need for a “green power system” in China, as well as how that new system could operate. 


339

The total amount of utility-scale solar and wind, in gigawatts (GW), under construction in China as of June 2024, according to Global Energy Monitor (GEM). The number, comprising 180GW of solar and 159GW of wind, is nearly twice as much as the rest of the world combined, according to GEM’s latest updates.


New science 

Diversifying heat sources in China’s urban district heating systems will reduce risk of carbon lock-in
Nature Energy 

A new study found the share of non-fossil sources in China’s urban district heating systems remained low, but “new coal-fired combined heat and power plants” continued to be built in the past few years. It said replacing “polluting coal” with “new and improved coal-fired combined heat and power plants” will help to reduce emissions; expanding the use of “industrial waste heat and air/ground-source heat pumps” could also help decarbonisation. The paper concluded that “strategic choices for district heating technologies are necessary for China” to reach its “dual carbon goals”.

Mitigation potential of methane emissions in China’s livestock sector can reach one-third by 2030 at low cost 
Nature Food

Methane emissions from livestock in China are projected to rise 13% by 2030, but there is the “technical potential” to cut them by 36%, a new study suggested. Using four large-scale national livestock greenhouse gas inventory surveys, the researchers created a high-resolution dataset of the country’s livestock methane emissions over 1990-2020. The most effective methane mitigation measures would be “increasing animal productivity and coverage of lagoon storage” used for manure, the authors said. At carbon prices below $100 per tonne of CO2 equivalent, this would be “more cost-effective than livestock nitrous oxide mitigation in China”, the study added.

China Briefing is compiled by Wanyuan Song and Anika Patel. It is edited by Wanyuan Song and Dr Simon Evans. Please send tips and feedback to china@carbonbrief.org

The post China Briefing 11 July: ‘Wartime’ flooding emergency; EU tariff impact; Record-low coal share appeared first on Carbon Brief.

China Briefing 11 July: ‘Wartime’ flooding emergency; EU tariff impact; Record-low coal share

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As El Niño intensifies, we should be investing more in the world’s farmers

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An exceptional El Niño is building. The World Meteorological Organization (WMO) says it has intensified to very strong levels and is likely to last at least through February 2027. If its current trajectory holds, it could become stronger than anything seen since WMO monitoring began four decades ago.

That is bad news for agriculture. El Niño – a naturally occurring weather phenomenon – can scramble rainfall patterns across the world, bringing drought to some regions and floods to others. And this time it is unfolding against the backdrop of a significantly hotter climate, with farmers already contending with unreliable growing seasons, extreme heat and less predictable rainfall because of global warming.

El Niño expected to bring next record-hot year as soon as 2027

We are seeing the consequences already. In Sri Lanka, drought linked to El Niño has dried wells and reservoirs and cut into crops and farmer incomes. Indonesia is experiencing its worst wildfire season in 11 years, with prolonged drought and extreme heat exacerbated by El Niño. And in Peru, authorities are preparing for the opposite extreme: intense rains, flooding and landslides which the national civil-defence agency says could affect around 1.2 million people.

These impacts will multiply as El Niño intensifies.

And yet, just as the risks to food production are rising, the money available to help farmers withstand them is shrinking.

10% funding decline in 2024

A forthcoming analysis from the Food and Agriculture Organization (FAO) shows that climate-related development finance for agrifood systems is moving in the wrong direction. In 2024, the latest year for which data is available, it fell by 10 percent compared with a 2 percent overall decline. The sectors that put food on our tables — crops, livestock, forestry and fisheries — received just 5 percent.

Yet this is precisely the moment when climate investment in agriculture needs to grow, not shrink. It can help communities adapt, build resilience and protect food security, while unlocking larger flows of public and private finance. Agriculture feeds us, supports the livelihoods of well over a billion people, and is often the first sector hit by drought, floods and extreme heat. Cutting that investment now is a false economy.

One failed harvest can plant the seed for the next crisis, forcing farmers to eat the seed they have saved for planting, sell livestock or tools, or take on debt. It can also deepen food insecurity, disrupt supply chains and drive up prices, showing up months later in supermarket aisles far away.

Comment: A supercharged El Niño is coming – are we ready?

The Central American Dry Corridor, stretching through much of the region, shows both how exposed farmers are, and what investment can do. Based on an analysis of 41 years of satellite observations, FAO finds that some crop and pasture areas there face more than a 50 percent chance of agricultural drought over the coming months.

About half of Central America’s 1.9 million producers of maize, beans and other basic grains live in the Dry Corridor. Many grow food both for sale and for their own families. When a harvest fails, they lose both income and dinner.

El Salvador project conserves water and soil

In El Salvador, which lies within the Dry Corridor, more than 50,000 farmers have adopted practices to better withstand drought and increasingly unreliable rainfall through RECLIMA, a project financed by the Green Climate Fund and implemented by FAO in partnership with the government of El Salvador. It has substantial national co-financing, including from the country’s Environmental Investment Fund.

El Niño can intensify El Salvador’s annual mid-season dry spell, known as the canícula, turning it into a longer, harsher drought just as maize needs water most.

RECLIMA promoters carry out the construction of hillside ditches to optimise water infiltration and minimise the loss of fertile topsoil, thereby strengthening the climate resilience of their local livelihoods in Santiago de María, Usulután North, El Salvador, June 4, 2025. (Photo: © FAO / Mario Araujo)

RECLIMA promoters carry out the construction of hillside ditches to optimise water infiltration and minimise the loss of fertile topsoil, thereby strengthening the climate resilience of their local livelihoods in Santiago de María, Usulután North, El Salvador, June 4, 2025. (Photo: © FAO / Mario Araujo)

For María Cristina Corvera de López, a second-generation farmer in rural Nahualapa, adapting means changing how every drop of rain is captured and used. She plants trees alongside her crops to provide shade and minimise evaporation and uses simple irrigation channels and a homemade drip system to conserve water. Instead of burning stalks, leaves and husks after harvest, as generations before her did, she turns them into mulch to hold moisture in the soil.

“The effects of climate change are a constant challenge,” she says. But the new techniques have made her farm more resilient to El Niño as well. Where she once harvested about 50 bags of maize per acre, she now gets around 80, even during droughts. It’s enough to feed her family and sell the surplus.

Managing risk now cuts future costs

Together, these adaptations can mean the difference between losing a crop and getting through a dry season with enough food, seed and income to plant again. They are also the result of climate finance invested before disaster strikes.

RECLIMA shows what that kind of adaptation investment can buy. Adaptation accounted for 45 percent of climate-related development finance to agrifood systems in 2024, and multilateral development banks are directing more agricultural finance towards resilience. That shift reflects a growing recognition that adaptation is a form of risk management, not just a development cost.

We need much more of it. The same investments that help farmers withstand El Niño also enable them to adapt to a hotter, more unpredictable future. Cutting investment in the people who produce our food just as climate risks intensify does not save money. It simply pushes a much larger bill into the next harvest, the next food crisis, and the next El Niño.

The post As El Niño intensifies, we should be investing more in the world’s farmers appeared first on Climate Home News.

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Analysis: Lula presidency saved at least 20,000km2 of Brazilian Amazon since 2022

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An area of Amazon forest roughly the size of the US state of New Jersey has remained standing due to Luiz Inácio Lula da Silva’s leadership of Brazil, according to Carbon Brief analysis.

Lula beat Jair Bolsonaro in the 2022 election to become president of the nation that is home to nearly 60% of the Amazon rainforest.

Forest loss surged during Bolsonaro’s far-right presidency and dropped sharply under the left-wing Lula, with Amazon deforestation likely to hit its lowest level on record this year.

Now, as another presidential election approaches, Lula is facing off against Bolsonaro’s son, Flávio Bolsonaro, whose “anti-environmental” policies are similar to his father’s.

Carbon Brief’s analysis suggests that at least 20,000 square kilometres (km2) of deforestation has been avoided since Lula took office and prioritised Amazon protection.

The analysis is based on modelling by an international research team of an alternative scenario in which Brazil’s flagship forest code legislation was not enforced – a proxy for Jair Bolsonaro’s leadership.

Experts tell Carbon Brief that this estimate is likely “conservative” and that actual deforestation under Bolsonaro could have been “much higher”.

With Lula and Flávio Bolsonaro tied in the polls, the upcoming election is expected to significantly shape the level of environmental action in the world’s fourth-largest emitter, whose emissions are largely driven by deforestation.

‘Brazil is back’

When Jair Bolsonaro was president of Brazil between 2019 and 2022, he championed the nation’s powerful agribusiness sector and oversaw an unprecedented increase in Amazon deforestation.

Bolsonaro weakened regulations, slashed federal agency budgets and empowered illegal activities in the Amazon, while attacking Indigenous and environmental groups.

This meant that the forest code – Brazil’s flagship legislation that requires landowners to preserve and restore forest on their property – was not properly enforced.

After Lula’s presidential victory in 2022, he promised to target “zero deforestation” by 2030, telling the COP27 UN climate summit that “Brazil is back”.

Lula rolled back Bolsonaro’s wave of deregulation and reinstated a deforestation “action plan”. Led by celebrated environmentalist Marina Silva, the environment ministry scaled up enforcement and policing activities in the Amazon.

As a result, annual deforestation in the Amazon has more than halved from 11,594km2 per year in 2022 to 5,731km2 in 2025.

Data from August 2025 to July 2026 – the timespan used in government records – is yet to be released, but preliminary satellite alerts put the deforestation figure at 2,874km2.

While the final figure is likely to be higher, experts still think Amazon deforestation in 2026 could hit its lowest level since records began in 1988.

New Jersey-sized forest

Compared to a scenario in which Bolsonaro won in 2022, Carbon Brief analysis suggests that at least 20,000km2 of Amazon forest remains standing today due to Lula’s leadership.

This area – roughly the size of Wales, Belize, Slovenia or the US state of New Jersey – is indicated by the grey area in the chart below.

Chart titled Lula presidency saved at least 20,000km2 of Brazilian Amazon since 2022, subtitle Annual Amazon deforestation, km2. Deforestation peaked above 13,000 km2 in 2021 under Bolsonaro, then fell sharply under Lula to around 6,000 km2 by 2024. Source: INPE PRODES, INPE DETER, Soterroni et al. (2023). - (alt text generated by Google Gemini)
Each year covers a period from August to July. Deforestation data is from INPE’s PRODES dataset, except for the 2026 figure. This is based on INPE’s DETER real-time satellite alert data, which tends to give lower estimates than PRODES. The “Bolsonaro” projections are based on a scenario with no forest code enforcement, from a 2023 study.

This analysis is based on a 2023 study on the role of nature-based solutions in Brazil’s pathway to net-zero emissions. This was a refined update of a 2018 study that used the same GLOBIOM-Brazil model, from researchers at the University of Oxford, the International Institute for Applied Systems Analysis and Brazil’s National Institute for Space Research (INPE).

It is based on a comparison of forest code implementation with a “baseline” scenario in which the code is not enforced, reflecting the kind of weak governance seen under the Bolsonaro administration. (See Carbon Brief’s 2022 article for more details of this modelling.)

Dr Aline Soterroni, a University of Oxford researcher who led the 2023 analysis, tells Carbon Brief that the reversal seen under Lula “shows how quickly deforestation can respond to political will”.

However, she stresses that the modelling of the “no forest code” scenario is “relatively conservative”, with deforestation remaining high but not rising.

Deforestation in this scenario – used here as a proxy for a Bolsonaro election win – is tempered by slower demand growth for Brazilian beef and soy, says Soterroni. She notes that the scenario also does not capture the potential for illegal forest clearing in response to weak governance.

Indeed, some experts anticipated in 2022 that a Bolsonaro victory would send deforestation rates rising to near-record levels.

Claudio Angelo, international policy coordinator at Brazil’s Climate Observatory, tells Carbon Brief that if Bolsonaro had won in 2022, “we have reason to believe [this would have resulted] in much higher rates than during his first term”.

Angelo says the “political signal” would likely have driven an “explosion of wildcat mining” and illegal deforestation in the Amazon. He also points to efforts – including by Flávio Bolsonaro – to formally dismantle the forest code in the Brazilian congress, during Jair Bolsonaro’s first term.

Soterroni notes that deforestation rates did not immediately drop following Lula’s election, as suggested by modelling of a full “forest code compliance” scenario. She says this reflects the “gradual and imperfect process” of restoring and enforcing the law.

Nevertheless, she tells Carbon Brief:

“The key message from our modelling is the contrast between these trajectories: weak environmental governance keeps deforestation substantially higher than full implementation of the forest code. That message remains relevant today.”

Election significance

With Jair Bolsonaro in prison for plotting a coup after losing the 2022 election, his son Flávio Bolsonaro, a senator for Rio de Janeiro, is standing against Lula in the upcoming contest for president.

There are 13 candidates, but Flávio Bolsonaro and Lula are by far the frontrunners and are currently neck-and-neck in opinion polls.

If Lula wins, experts say he is likely to continue with the “zero deforestation by 2030” agenda that has already had a pronounced impact on forest loss.

As the chart below shows, periods when Amazon deforestation fell in recent history all occurred during Lula’s three terms as president.

Amazon deforestation has only dropped in recent years when Lula has led Brazil. Subtitle: Annual Amazon deforestation under Brazilian presidents, km2. Source: INPE PRODES, INPE DETER. The bar chart shows deforestation peaking near 28,000 km2 in 2004, falling sharply under Lula, rising under others, and dropping again after 2022. - (alt text generated by Google Gemini)

In contrast, experts say Flávio Bolsonaro, a climate sceptic who has indicated he will continue his father’s political agenda and favour agribusiness and mining, will likely drive a surge in deforestation. Angelo tells Carbon Brief:

“At the risk of sounding alarmist, I’ve been saying that Lula’s re-election is the only thing standing between us and a wide destruction of the Amazon.”

A Bolsonaro win would be a “tremendous disaster”, says Dr Patricia Pinho, deputy science director at the Amazon Environmental Research Institute, adding:

“I don’t think we can afford four years of increasing deforestation [and] violence against Indigenous peoples.”

Dr David Lapola, an ecologist focused on Amazon research at the University of Campinas in Brazil, says he believes deforestation “would certainly rise” and Brazil’s climate and deforestation goals “would be thrown in the trash bin”. He tells Carbon Brief:

“The Bolsonaro administration in the 2019-2022 period showed that the deconstruction of environmental policies and institutes can be done very, very quickly.

“In a matter of a few months, they can destroy what has been constructed over decades of environmental policy and activism in Brazil.”

‘Greenest’ policies

Lula has the “greenest” policy proposals of Brazil’s six top-polling presidential candidates, according to analysis by the Climate Observatory.

The analysis identifies 16 “positive and detailed” environmental commitments in Lula’s proposals, including reaffirming his “zero deforestation by 2030” goal.

Flávio Bolsonaro, on the other hand, has one positive environmental commitment and seven “clearly anti-environmental” proposals.

The right-wing politician has committed to zero “illegal” deforestation by 2029. However, he has also previously led an attempt to change the forest code, opening up large tracts of previously out-of-bounds forest for legal clearance by extractive industries.

Given this, Angelo tells Carbon Brief that he is sceptical about the 2029 pledge.

“The only way you can trust him on this is to think that he is going to revoke the forest code and make all illegal deforestation legal.”

Brazilian presidential candidate Flávio Bolsonaro with a cardboard cutout of his father, former president Jair Bolsonaro
Brazilian presidential candidate Flávio Bolsonaro with a cardboard cutout of his father, former president Jair Bolsonaro. Credit: ZUMA Press, Inc. / Alamy Stock Photo

Lula is also the only major candidate to list a clear target for cutting national emissions, sticking with Brazil’s existing goal to cut emissions by 59-67% by 2035, compared to 2005 levels.

Overall, the Climate Observatory notes that climate change and environmental issues “are off the radar for most candidates”, who are instead focusing on the economy and security issues.

Pinho adds that deforestation and the Amazon have not been at the “forefront” of this election, compared to 2022.

If Bolsonaro wins, up to 95% of the Amazon would fall under the leadership of right-wing national governments – including those in Bolivia, Colombia, Ecuador and Peru – reported Mongabay. It noted that presidents in all these nations “explicitly favour agribusiness and mining over environmental conservation”.

If no candidate receives a majority of votes in the first round of Brazil’s election on 4 October, a runoff will take place on 25 October, as has happened at every presidential election since 1998.

Soy moratorium and Brazilian congress

Other factors will also play a role in future deforestation in Brazil, regardless of the next president.

One is the effective end of the Amazon soy moratorium. This is a voluntary agreement signed by companies committing to not buy soya beans grown on land in the Brazilian Amazon that was deforested after 2008.

Conservation organisation WWF’s international director general, Kirsten Schuijt, previously described it as the “most impactful voluntary supply chain policy ever implemented”.

However, major grain traders withdrew from the agreement earlier this year, effectively bringing it to an end. Pinho describes this move as a “huge destruction” of Brazil’s environmental protections.

Research shows the moratorium prevented around 18,000km2 of deforestation in its first decade of operation from 2005-16.

In contrast, a 2026 study estimated that the end of the moratorium could result in 14,000km2 of additional deforestation in the Amazon by 2036.

Alongside choosing a new president on 4 October, Brazilian voters will elect state governors and members of congress, which will also factor into future environmental impacts.

Right-leaning parties, including the far-right Liberal Party linked to the Bolsonaros, currently hold half the seats of the two chambers of congress.

This has led to conflict between lawmakers and Lula. For example, in 2025, congress bypassed Lula’s veto of several aspects of a controversial piece of legislation dubbed the “devastation bill”.

Pinho says that the potential for a right-wing congress and president would be “devastating for the environmental and climate agenda”.

Lapola notes that a Flávio Bolsonaro presidency “would consolidate the view in Brazil that environmental protection is solely a matter of political preference, and not a crucial need of all people”. He adds:

“Land pillage, destruction of precious biodiversity and scorning of Indigenous peoples simply cannot be a nation’s project in the 21st century. We have got to be smarter than that, for sure.”

The post Analysis: Lula presidency saved at least 20,000km2 of Brazilian Amazon since 2022 appeared first on Carbon Brief.

Analysis: Lula presidency saved at least 20,000km2 of Brazilian Amazon since 2022

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Alive on Earth, with you

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This letter is a bit more direct and longer than most of those which I write, but I hope you will be okay with that, because the times seem to call for being plain.

A few weeks ago I got a text message from an old and dear friend —let’s call her Hannah.

I have enough shared life with Hannah that, whenever we talk, the conversation always feels current and effortless, despite gaps of months or even years.

Hannah has been talking with her son — we’ll call him Neil — who is a teenager and doing well in school, but wildly worried about the state of the world, including the imminent trajectory of global warming. Hannah and I don’t text each other other very often, but on this occasion she’s reached out with something visceral:

Neil has challenged me to point him to something hopeful, if I can find it. He says so far no one is showing any will to uphold the Paris Agreement. I am checking in to see how you still manage to have real hope.*

Then, just a few days later, the United Nations Environment Programme Limiting Overshoot report landed, containing the principal finding that it is likely the global temperature will soon exceed 1.5°C.

After that news, and the real time devastation in Nepal, and in the context of the broader state of the world, I found myself having multiple conversations with friends and colleagues about the structure of hope. I want to openly share that after a few of these exchanges, I metaphorically closed the blinds, and wondered how to feel, and what to do, because there is no avoiding the dreadfulness of the news, and what it means for the suffering of people and life on Earth.

But if you are fortunate enough to have time, space and security to do so, then after the darkness, you open the shutters and once again there is light. This is the structure of my innermost resolve.

* * *

Our lives — those of us living on our magnificent earth now — have the greatest possible purpose.

There is virtually no problem that we endlessly clever and creative, human beings cannot solve, when we work together.

And we are not just intelligent and ingenious; we are inherently social, nurturing and brave; capable of the deepest enduring love.

Each of the roughly 12,000 generations of humanity so far has made life possible for those who have followed, through acts of devotion.

Babies have been held and fed. Water and food have been found and shared. Shelter has been built. For 12,000 generations we have held the hands of our children.

Every single one of us was once carried in the arms of another, unable to walk ourselves. It is our thoughtfulness, kindness and care that have seen us through as a species. Sometimes this has been in the most exigent of circumstances, when enough of our ancestors did not give in, faced incredibly difficult things, to somehow make it through.

And so it comes to this. To what we now must do. We must do as 12,000 generations of people did for us.

The struggle to keep global warming to under 1.5 degrees may be over. The battle of return—to get our planet back to safe temperatures at emergency speed and scale — is just beginning. Upon this struggle depends the future of all we care about, and that of all life on Earth. The prospects of the next 12,000 generations are conditioned by our efforts now.

Our work now is to keep the overshoot as low as we can, make it as brief as possible, and do everything within our power to alleviate other pressures on nature. It is to take care of humanity — of one another — in the face of mounting climate and ecological damage. And by these efforts, create the conditions for future flourishing. Every fraction of every degree matters.

What must now be done is hard, much tougher than should have been necessary, because of the vested interests in coal, oil and gas and deforestation, and the failures of decision makers. And while renewable energy has surged, making the case for change much simpler, on the other side of the ledger there’s the reactionary and gangsterist turn of politics and the multiplier effects of wars and mass violence, with the existential destabilisation of big tech looming over all.

There is no sugarcoating the scale of difficulty. But what is necessary remains within our collective power. We must never, for one second, say that returning our planet to flourishing is impossible — many of the obvious solutions already exist; but even where transformation relies on reforms, technologies or capabilities that might sound fanciful, or historical changes that are unprecedented, this can be no barrier to our conviction. After all, much of what we take for granted today as ordinary features of social life, would have been considered impossible by every single generation before us.

The world has not been destroyed by nuclear war; we solved the growing hole in the ozone layer; Antarctica was kept sacrosanct from exploitation. Humanity has collectively triumphed before, and can do so again.

We can find the necessary social and political will to do what is needed because these are endlessly renewable resources. The necessary financial capital exists. Apart from the fossil fuel industry, the greatest barrier we face is to mistakenly concede that what lies before us is insurmountable. It is not.

We must avoid the siren song of fatalism. Because. It. Is. Never. Too. Late.

None of which is to be insensitive to the horrors already unleashed — the deadly and grotesque harm to people, places and species that cannot be undone; or to be blind to the impacts that are coming. But where we have the power to act, we also have the responsibility — and the extraordinary privilege — to do what must be done.

Although she is wounded, our planet is still alive and beautiful beyond all of our comprehension. Hundreds of billions of creatures live and thrive still upon this earth. Nothing has happened until it has happened, and life fights for life. Every beetle, every tree, all the fish in the ocean, the smallest of the geothermal shrimps, the greatest of the whales and the mightiest of the birds — all demand life every second of their existence, so that their species too may have future generations.

No individual has to know how to solve this alone. Indeed, finding some detachment and humility is essential to concentrate on the role that each of us can play.

Hope is not merely a mindset or a story we tell ourselves. Collective power is not abstract; it is what we do, together, applying ourselves to the practical mechanics of change and contestation within society, by being part of the organisations and networks of people that are dedicated to effective strategies. It is why I am so committed to Greenpeace.

Working from without and within, there are opportunities to make rapid change within institutions, governments, businesses and communities to create the social, economic and political momentum for emissions reduction at speed and scale, reminding ourselves always of what remains possible, even if it hasn’t happened yet.

We can return the planet to safer temperatures. We can put technologies back in the service of people and life. We can return to the assumptions that seemed so obvious just one generation ago — that it is both possible, and our obligation, to build a better future for all people, and for life on Earth.

I did write back to Hannah and Neil, to say honestly to a treasured friend and her son, that yes, as a matter of faith, conviction, evidence and strategy, absolutely there is real hope. And this is a pledge not just to Neil and his generation, but to the next 12,000.

Together, we have the power. Together, we cross this bridge through the dark. To secure an Earth capable of nurturing life in all of its magnificent diversity.

We did not choose to carry this historic responsibility, but here we are. And it is so lucky that we are here.

I wouldn’t choose any other time to be here, alive on Earth, with you.

Alive on Earth, with you

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