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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%).

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.
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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”.
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
Climate Change
Greenpeace launches legal challenge against Australia’s biggest meat company
AMSTERDAM, Netherlands, 22 July 2026 – Greenpeace Netherlands has launched legal proceedings against a multi-billion-dollar global expansion plan by the biggest meat producer in Australia, JBS, in an escalation of climate litigation against the livestock industry.
Greenpeace petitioned a Dutch court to compel the meat giant to disclose information in order to challenge its business policies in court, including a US$6 billion global expansion, for which almost half is earmarked for Nigeria.
Elizabeth Atieno, Food Campaigner at Greenpeace Africa, said: “JBS’ meat empire expanded hand-in-glove with Amazon destruction, colossal emissions, human rights and corruption scandals, all with barely a semblance of transparency. This is the business model it wants to export to sub-Saharan Africa. JBS promises food security, but its expansion in Nigeria risks causing irreversible environmental damage and the displacement of smallholder farmers to line the pockets of wealthy global elites.
“Nigerians know well from the legacy of companies like Shell the destructive impact wrought by unchecked corporate power. As Greenpeace Africa has argued before the African Court of Human Rights, states with jurisdiction over multinationals must hold those corporate actors accountable – wherever they operate in the world. We welcome this bold legal action: the Netherlands and other European states must not be safe havens for corporations like JBS seeking to evade their responsibilities.”
In light of JBS’ longstanding failure to publish accurate and reliable information on its climate, nature and human rights impacts or its expansion plans, Greenpeace Netherlands views accessing this data as a necessary precursor to formal litigation in order to support its case. The case has the potential to be the first climate litigation of this scale against the livestock industry. This could set a major precedent for future legal challenges against the industrial agriculture sector, a major source of global emissions, particularly of methane, a potent greenhouse gas, responsible for 0.5°C of warming since the Industrial Revolution.[1]
JBS, via its subsidiary JBS Foods Australia, is the largest meat and food processing company in Australia. With a weekly processing capacity of over 50,000 cattle, it accounts for almost a quarter of all beef processing in the country, as well as a significant presence in the lamb, pork and farmed fish markets. [2] In 2022, ABC’s Four Corners accused the company of ‘repeatedly failing to protect its workers from horrific injuries.’ [3]
Marieke Vellekoop, Executive Director at Greenpeace Netherlands, said “In a month where JBS has thrown its flagship environmental commitments onto the scrap heap, JBS’ disdain for basic transparency only adds to the impression that this meat giant has something to hide and is desperate to prevent its expansion plans from going public. We were hoping we wouldn’t have to trouble a judge with this matter, but JBS has left us no choice but to seek our right to information through the Dutch courts.
“JBS appears to believe that despite moving to the Netherlands, our rules do not apply to it. This legal action aims to prove it wrong – and lay the ground for a first major climate and nature lawsuit against the dangerous expansion of the global meat industry.“
At the centre of the dispute is JBS’ planned US$ 2.5 billion investment in industrial livestock production in Nigeria.[2] Civil society groups in Nigeria have raised urgent warnings that the aggressive expansion will threaten local food security, drive regional instability, and accelerate ecological degradation. There is no available evidence that JBS has conducted any impact assessments or community consultations in Nigeria, and local efforts to gather more information via Freedom of Information requests have reportedly been ignored.[3]
The escalation to the courts follows the refusal of JBS, the world’s largest meat company, to comply with a formal disclosure demand delivered by Greenpeace Netherlands in April. The environmental group is utilising new Dutch legislation, which grants parties with a legitimate interest the right to demand access to specific corporate data necessary to build litigation against Dutch companies.[4]
Greenpeace Netherlands’ lawyers allege that JBS’ historic business practices and future expansion plans are inconsistent with the company’s climate and biodiversity obligations and represent a breach of its Dutch duty of care, which requires companies to act in line with international human rights law.[5]
If the court rules in favor of Greenpeace Netherlands, it is entitled to seek the required information in the form of documents and from senior JBS figures under oath, raising the prospect of the Batista brothers being forced to testify in Dutch court. JBS reincorporated as a Dutch entity (JBS N.V.) last year to facilitate a dual listing on the New York Stock Exchange.
In April, JBS was forced to temporarily suspend its first annual general meeting since moving its headquarters to Amsterdam after it was disrupted by dozens of Greenpeace Netherlands activists.
Last week, JBS scrapped two flagship commitments to reach Net Zero emissions by 2040 and eradicate deforestation from its supply chain. It also removed any explicit reference to Indigenous lands from all of its current policies. Greenpeace Netherlands is concerned this indicates JBS is seeking to expand unconstrained by the climate, nature and human rights impacts of its business.
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Notes:
[1] The livestock sector is estimated to be responsible for 31% of global methane emissions (more than oil and gas operations). In comparison to CO2, methane is shorter lived (around 12 years) but has a much stronger ability to trap heat in the atmosphere over its lifetime: it has approximately 80 times more climate impact than CO2 when measured over 20 years. This means that changes in methane emissions have a more rapid effect on the climate than changes in CO2. See Greenpeace Netherlands letter to JBS dated 30 April 2026.
[2] JBS Foods Australia, Our Business
[3] ABC, Australia’s biggest meat company JBS is repeatedly failing to protect its workers from horrific injuries, 25 April 2022
[4] JBS announcement
[5] Experts raise concerns over the risks of industrial animal farming (The Sun Nigeria)
[6] Simplification and modernisation of Dutch evidence law (Fieldfisher)
[7] Greenpeace Netherlands petition to Dutch court available here. Media briefing with further details on JBS expansion plans, including in Nigeria, available here.
Greenpeace launches legal challenge against Australia’s biggest meat company
Climate Change
“Next year is too late for regulations”: Beetaloo Energy’s 2GW gas-powered AI data centre a “disaster proposal” destined to cause climate chaos
SYDNEY, Wednesday 22 July 2026 — Beetaloo Energy has secured land from the NT Government for a massive $40 billion “hyperscale” AI data centre near Darwin, which would be powered by 2 gigawatts (GW) of gas power fracked directly from the Beetaloo basin, prompting calls from Greenpeace for urgent federal legislation.
The proposal marks a dangerous escalation in the AI data centre industry’s expansion, which threatens to entrench fossil fuel infrastructure for decades and put immense pressure on the region’s fragile water resources — while continuing to be unregulated.
Joe Rafalowicz, Head of Climate and Energy at Greenpeace Australia Pacific, said: “This disaster proposal for a 2GW gas-powered AI data centre in the NT is a shocking example of the unchecked expansion of hyperscale data centres in Australia. It is also, critically, more evidence for the urgent need for a moratorium on all new data centres until strong, binding regulations are put in place to protect our communities and climate.
“This proposal mirrors the frenzied, unchecked expansion currently wreaking havoc on communities in the US. We are seeing cowboy data centre operators treat Australia like a playground, steam-rolling ahead with projects that would lock down precious water resources and spike emissions, despite the overwhelming community opposition.
“Every day, more councils, communities and environmental groups are joining Greenpeace’s call for a moratorium on data centres, yet as of today there is still no system of safeguards or rules in place to regulate these companies.
“While Beetaloo Energy and the NT Government prepare to bulldoze ahead with this climate and water disaster, the Prime Minister is asleep at the wheel, promising to legislate a vague set of standards next year.
“Next year is too late, and anything less than mandating data centres cover their own energy demand, and then some, with new renewable energy is not enough.”
-ENDS-
Media contact
Lucy Keller on 0491 135 308 or lucy.keller@greenpeace.org
Climate Change
Allegations of harms at China-backed transition minerals projects rise
Reports of human rights and environmental abuses linked to Chinese companies’ overseas investments in the mining and refining of minerals needed for the clean energy transition are on the rise, research by a monitoring group has found.
The number of recorded allegations of harm at projects tied to Chinese firms have increased every year since 2021, rising to 148 in 2025, according to the Business and Human Rights Centre (BHRC). On Wednesday it released new data showing that a total of 434 allegations of abuse were made against Chinese-backed projects over the five-year period in projects across the world.
The world’s top cleantech manufacturer, China is also the leading financier of critical minerals projects worldwide. The country has committed more than $120 billion in foreign direct investment into mineral mining and processing since 2023, Australian think-tank Climate Energy Finance recently found.
“China plays a central role in global transition mineral supply chains, and as such has a unique opportunity to raise the bar on human rights and community engagement at every stage of mining,” said Michael Clements, BHRC’s executive director.
“While there have been encouraging developments, from stronger regulations to more company engagement, there remains a gap between human rights commitment and action,” he said.
The report comes as communities affected by Chinese-backed mineral projects have filed the first two cases to a Beijing-based mediation mechanism intended to bring willing Chinese companies to the discussion table with affected communities.
Allegations of harms on the rise
BHRC’s latest analysis – including data for the period 2023-2025 – covered mining, smelting and refining projects for 11 minerals considered key to manufacturing clean energy technologies such as batteries, EVs and solar panels needed to move away from climate-heating fossil fuels.
The highest number of abuses was recorded in Indonesia, the world’s largest producer of nickel, which is used to make EV batteries. After the Indonesian government banned exports of raw nickel, Chinese firms invested billions of dollars to develop a large-scale nickel smelting and processing industry in the Southeast Asian country, largely powered by coal.
Other countries with a high number of recorded harms include the Democratic Republic of Congo, where Chinese firms dominate cobalt and copper production; Myanmar, where unregulated rare earths mining has caused widespread environmental destruction; Serbia, where Chinese-backed mining of some of Europe’s most significant copper and gold deposits is swallowing land and homes, and Zimbabwe, where Chinese investments have turned the nation into Africa’s top lithium producer.
Growing risks for people and nature
Allegations tracked by BHRC included negative impacts on local livelihoods, health and land rights, workers’ health and safety and work-related deaths, as well as water pollution and environmental contamination. In addition, 18 people were attacked for raising concerns about Chinese transition mineral projects between 2023 and 2025.
The report shows that 10 Chinese companies, including Zijin Mining, Tsingshan Group and Zhejiang Huayou Cobalt, accounted for nearly two-thirds of all allegations recorded in the last five years. It found that some Chinese companies “still appear to turn a blind eye to these issues” but noted that several others have been more responsive to allegations of abuse. However, even among companies with human rights policies, implementation remains a challenge, BHRC warned.
Zijin Mining and Zhejiang Huayou Cobalt repeatedly responded to the allegations of harm by saying they take environmental and social risks seriously and adhere to international standards. Tsingshan Group never responded to BHRC’s requests for comment.
Platform for dialogue between communities and Chinese firms
At the same time, Chinese authorities have made “significant progress” on introducing a more specific framework for managing environmental and social risks in overseas investment, BHRC said.
This includes global consultation on a draft Sustainable Mining Code, adherence to UN guiding principles on business and human rights, and greater emphasis on oversight of companies operating overseas.
The China Chamber of Commerce of Metals, Minerals & Chemicals Importers & Exporters (CCCMC) set up a mediation and consultation mechanism intended to provide a platform for dialogue between affected communities or civil society groups that have raised concerns and Chinese companies.
More than three years since its launch, the mechanism has now received its first two complaints from local communities and many more are considering filing a case, Margaux Day, executive director at the nonprofit Accountability Counsel, told an event hosted by Climate Home News last month.
“This is incredibly exciting in that it fills a governance and accountability gap where often communities who are seeking to protect their rights and the environment can’t reach someone who will respond to them,” she told the panel discussion at London Climate Action Week.
Climate Home News understands that the complaints were filed by communities in Latin America and Southeast Asia over labour rights and resettlement issues. No information about the cases has yet been made public. The mechanism’s secretariat did not respond to Climate Home News’ questions.
The mechanism was set up after the Chinese regulator for banks and insurers called on investor-level institutions to establish complaints bodies to hear from communities outside of China. But whether the new initiative will prove effective in tackling grievances remains an open question.
“Real potential” for better mining practices
Participation in the mechanism is voluntary for Chinese firms and it doesn’t have a fact-finding function, nor can it impose provisions for compensation or compliance with human rights standards.
But Day told Climate Home News that, if successful, it could bring companies to negotiate an outcome that is better for people and the planet and leads to more sustainable mining practice.
Chen Yu, an independent China advisor for campaign group Global Witness, agreed that the mechanism holds “real potential”.
“There exists nothing else at a similar level to promote dialogue between communities and Chinese mining companies in particular,” she said.
For companies, the mechanism opens “a channel for problem-solving and dialogue with communities”, she added, as “Chinese companies often remain cautious of approaching affected communities directly, afraid of making the problem bigger”.
However, Chen said the mechanism remains at an early stage of development, faces resourcing challenges and is not yet sufficiently understood by communities in mining areas or Chinese firms.
To help it address some of these challenges, the secretariat is currently seeking technical support from a range of organisations, including civil society groups. But, Chen said, “it will take time for the mechanism to show its value”.
The post Allegations of harms at China-backed transition minerals projects rise appeared first on Climate Home News.
Allegations of harms at China-backed transition minerals projects rise
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