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Welcome to Carbon Brief’s China Briefing.

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

Key developments

Surge in grid investment

TRILLION-YUAN ERA: China’s two largest power grid operators invested a total of 167.5bn yuan ($24.5bn) in the first quarter of 2026, reported state broadcaster CCTV. State Grid said that during this period it spent more than 10bn yuan on connecting “new energy” projects to the grid, up 50% from last year, reported Shanghai-based news outlet the Paper. The two state-owned enterprises (SOEs) plan to invest 1tn yuan ($146bn) annually over the 15th five-year plan period (2026-2030), said finance news outlet Yicai.

POWER CURBED: However, in what Bloomberg called a “clear signal that the grid is struggling to absorb all the extra power from the rapid growth in renewables”, solar and wind utilisation rates – the percentage of total power generated by a source that is used by the grid – fell again at the start of the year. They stood at 90.8% and 91.5%, respectively, in January and February 2026, according to a post by an SOE-linked research institute republished by energy news outlet International Energy Net. The rates are now “approaching [minimum] limits that the government had relaxed only two years ago”, added Bloomberg.

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SIX PROVINCES SUPERVISED: A recent meeting of the National Energy Administration (NEA) concluded that China’s renewable installations had seen “steady growth” in 2026, adding that the body must make “sustained efforts” to “expand” investment in renewable power, reported International Energy Net. Separately, International Energy Net also said that the NEA will increase “supervision” of the power sectors in six provinces – Hebei, Jilin, Xinjiang, Fujian, Hunan and Guangdong. The outlet said this would entail scrutinising how they implement “energy conservation and carbon reduction” tasks, with a “focus” on coal plants, how they construct large clean-energy bases and their consumption of new energy, as well as their power infrastructure and markets.

Conflict spurred cooperation with China

CHINA ‘WINNING’: In Vienna, Chinese climate envoy Liu Zhenmin told state news agency Xinhua that the Middle East conflict has created an urgent need for countries to rethink energy security strategies and accelerate the energy transition. Xinhua also cited Liu as warning against over-reliance on a single source of energy imports. Meanwhile, state broadcaster CCTV published a segment arguing that a “greener” system will “provide a strong guarantee” for energy security, although it did not mention the conflict. Several outlets have continued to highlight how low-carbon energy has helped China weather the conflict and boosted sales of Chinese technologies, including the New York Times, Wall Street Journal, Associated Press, Indian Express, Washington Post and Bloomberg. Semafor said China was “winning the global energy war”.

MANY MEETINGS: United Arab Emirates crown prince Sheikh Khaled bin Mohamed bin Zayed Al Nahyan and Chinese president Xi Jinping discussed how to “prevent further impacts” from the conflict on energy security, said Xinhua. Australian prime minister Anthony Albanese said he addressed “regional energy security” with Chinese premier Li Qiang, reported Reuters. A post by China-Russia Information Net on nationalist media outlet Guancha quoted a Chinese diplomat in Russia telling reporters that “current dramatic changes in the international situation” are causing the two countries to discuss “further energy cooperation”. The Philippines is continuing to consider “oil and gas cooperation” with China, despite territorial disputes, Reuters also reported.

‘PROFOUND’ IMPACTS: Energy administration head Wang Hongzhi wrote a chapter in a “study guide” to the 15th five-year plan, published by industry outlet China Power News Net, in which he noted that “geopolitical conflicts are profoundly reshaping the global energy landscape”. He added that “traditional fossil fuels must continue to serve as a safety net while [China] simultaneously accelerates efforts to transition [to clean energy sources]”. Environment minister Huang Runqiu wrote in the CPPCC Daily, the official newspaper for the advisory body Chinese People’s Political Consultative Conference (CPPCC), that China will “earnestly” carry out “carbon peaking actions” in the next five years. Huang also said that, with “concerted efforts”, China’s 15th five-year plan targets are “achievable”.

Petrochemical plan published

UPGRADE DEADLINE: China issued a plan for either upgrading or phasing out “outdated” petrochemical plants by 2029, reported Reuters. It added that the plan did not confirm explicitly “how many plants ​may be upgraded or phased out”. The news outlet Economic Daily said that, according to the document, China would focus on upgrading or phasing out outdated capacity “as determined in 2025”, while also developing a “long-term working system” for assessing the industry. According to the full document, published on the Ministry of Industry and Information Technology (MIIT) website, carbon-emission assessments were part of the selection criteria, with policymakers planning on “developing or revising” further standards for carbon emissions under the plan.

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CHEMICAL OVERCAPACITY: The Paper quoted MIIT official Chang Guowu telling reporters that the plan will address the “low standards of design and construction” and “outdated processes” in older plants that lead to “significant” environmental risks. Xinhua said that, of China’s more than 27,000 petrochemical plants, “more than 1,600…outdated facilities” were reported in 2025, 600 of which required upgrading. Chemical news WeChat account WeLink Chemicals noted the policy was released against a backdrop of “overcapacity and declining demand for road transport fuels”, with the government having “stepped up efforts to curb overcapacity” in 2025.

More China news

  • TARGET PLEDGED: China will cut the carbon intensity of its international shipping vessels by at least 15% by 2030 compared to 2025 levels, said climate outlet IdeaCarbon. It said China will also “significantly enhance” its influence in emission reduction talks at the International Maritime Organization.
  • SANCHEZ VISITED: China and Spain “can contribute to finding solutions” for environmental issues, Spanish leader Pedro Sanchez told Xi Jinping, according to the Associated Press. Ahead of the meeting, Sanchez also argued China should play a more substantial role on climate change, said the Singapore-based Straits Times.
  • CHINA COMMITTED: Huang Runqiu reaffirmed China’s support, “as always”, for global climate governance in a meeting with UN advisor Selwin Hart, said the Paper.
  • FUNDING HALTED: The EU “quietly” approved a plan to prevent EU funds being provided to “clean technology projects containing Chinese inverters”, said the Hong Kong-based South China Morning Post.
  • AI UNVEILED: Chinese researchers developed a “first-of-its-kind artificial intelligence model designed to track carbon emissions”, reported Xinhua, adding that it “could shift the balance of power” in global climate negotiations, such as by quantifying the “embedded carbon” of products that developed countries import from China.
  • CONTROLS CONSIDERED: China is deliberating “limiting exports” to the US of the equipment needed to make solar panels, according to Reuters.

Spotlight 

The debate over China’s bid to host the “high seas” treaty

The final preparatory commission for the Biodiversity Beyond National Jurisdiction (BBNJ) agreement has closed, laying the groundwork for the treaty’s first conference of the parties (COP1).

One key agenda item was China’s presentation of a bid to host the secretariat. In this issue, Carbon Brief examines the debate surrounding the bid.

The BBNJ agreement, also known as the High Seas Treaty, governs the sustainable use and conservation of the “high seas” – marine areas outside national jurisdictions – with a new United Nations (UN) body established to oversee enforcement.

As well as facing significant impacts from climate change, the ocean plays an important role as a carbon sink, absorbing around 29% of man-made emissions.

The treaty “recognis[es]” the need to address oceanic biodiversity loss and ecosystem degradation, according to previous Carbon Brief analysis, identifying key impacts from climate change, acidification, pollution and “unsustainable” use.

It aims to encourage conservation and sustainable use of marine biodiversity in the high seas, such as by managing “marine genetic resources”, creating protected areas in the ocean, developing environmental impact assessments and facilitating capacity-building and transfer of marine technology.

China’s bid

China’s bid to host the secretariat focused on its “sustainability efforts” and “commitment to multilateralism”, reported the Earth Negotiations Bulletin.

The country’s bid document drew attention to several of its emission-reduction efforts, including “green shipping corridors” and strengthening carbon sinks through protecting mangroves, seagrass beds and coral reefs.

In a speech, Chinese ambassador to the UN Fu Cong said that the bid “reflects China’s unwavering support” for multilateralism, adding that a successful Chinese bid would lead to the first UN-related body headquartered in the Asia Pacific region. He said:

“That means it will not only be welcomed, but also be prioritised. It will have the full backing from all levels of government in China and its people.”

Li Shuo, director at the Asia Society Policy Institute’s China climate hub, attended the meetings. He said in a note that China’s decision to bid “reportedly came from [President] Xi Jinping”, galvanising a coordinated cross-ministry effort to secure host the secretariat.

Creating debate

China entering the race has caused a stir.

As host, it could inhibit “robust environmental safeguards” by “embedding elements of its domestic governance model” into how the treaty operates, wrote Dr Chime Youdon, research fellow at India’s National Maritime Foundation, on the organisation’s platform.

But such concerns are weakened by the fact that China would “want the treaty to function” if it were host, argued Prof Philippe Le Billon and Zelda Ladefoged, professor and master’s student at the University of British Columbia, in an article for the Conversation.

Nevertheless, they noted “sustained” worries around China’s influence, given the extensive involvement of its companies in distant-water fishing and deep-sea mining, which are not covered in the treaty.

Li told Carbon Brief that, as far as he saw, no-one was “actively pushing back against” the bid on any of the above grounds. Instead, he observed “anxieties” around “accreditation, information security and visa and conference participation issues”.

Daniel Kachelriess, cross-cutting coordinator at the High Seas Alliance, an umbrella group of non-governmental organisations focused on ocean governance, echoed this in comments to Carbon Brief. He said “values like neutrality and impartiality, transparency and accountability” are important for the decision, as well as practical issues such as “reliable” internet access.

The Financial Times reported that Chinese delegates have offered immunity to attendees and flexibility around visas, citing unnamed sources.

But a successful Chinese bid could be a “significant escalation” of China’s involvement in global environmental governance, wrote Le Billon and Ladefoged.

As such, the BBNJ could prove a “case study” of sustaining environmental progress without the US and of China “learning to translate its ambitions into leadership”, said Li.

Watch, read, listen

PROFIT PRESSURE: The Economic Observer investigated how higher profit remittance requirements for state-owned enterprises is placing pressure on the balance sheets of power, coal and other energy companies.

CARNEY’S CALCULUS: The Wire China Podcast discussed how a deteriorating relationship with the US affected Canada’s approach to importing Chinese electric vehicles.

AFRICAN SOLAR: Climate Home News interviewed a renewables company working in Africa about what the end of Chinese solar export rebates could mean for the continent.

FUEL PRICE WOES: The New York Times published a video about how rising diesel prices are hitting China’s long-haul truck drivers hard.


140%

The year-on-year rise in March in exports of Chinese new-energy vehicles (NEVs, including both plug-in hybrids and pure electric vehicles), reported Bloomberg, citing renewed interest caused by the “global energy shock stemming from the Iran war”.

-14%

The year-on-year fall in March in domestic sales of Chinese NEVs, reported Yicai, citing “changes to the NEV purchase tax exemption and the overlapping effects of the Chinese New Year holiday”.


New science 

  • Between 1978 and 2023, emissions of “gaseous reactive nitrogen” – including ammonia and nitrous oxide – from croplands in China more than doubled | PNAS
  • There are “disparities in [the] energy transition” between households in rural China, with small, low-income households and areas in the Loess plateau facing a “disproportionate energy burden and energy poverty” | Communications Earth and Environment

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

The post China Briefing 16 April 2026: Billions for grid | Petrochemical plan | China’s high-seas bid appeared first on Carbon Brief.

China Briefing 16 April 2026: Billions for grid | Petrochemical plan | China’s high-seas bid

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Climate Change

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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