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Key developments
New export controls
‘SWEEPING’ CURBS: The Chinese government issued “sweeping export controls on rare earths and related technologies”, the Financial Times reported, with the set of new rules tightening restrictions on exports of rare earths, permanent magnets and batteries and battery components, as well as related processing technologies. Manufacturers will need licences to export any of these products that contain “even trace amounts” of China-sourced materials, it added. The move “underscores how rare earths – vital to high-performance magnets, electric vehicles [EVs], wind turbines and precision weaponry – have become a powerful geopolitical tool”, finance news outlet Caixin reported.
BATTERY BLOCKAGES?: The restrictions on batteries with an energy density higher than 300 watt-hours per kilogram, as well as a variety of battery components, “show China is keen to protect its innovations” and complicate efforts to diversify supply chains, Bloomberg reported. Caixin cited multiple analysts saying the battery threshold “primarily targets high-end nickel-manganese-cobalt (NMC) batteries used in aviation and defense, rather than lithium iron phosphate (LFP) batteries common in mass-market EVs”, noting that the “controls focus on ‘next-generation’ batteries [such as solid-state batteries]”. But Cory Combs, associate director at consultancy Trivium China, told Carbon Brief that the controls are cause for “concern”, as they “target nearly all the key components, production tools and associated tech” that newer consumer electronics, including EVs, are expected to be using. There are “open questions” on how this could affect Chinese battery manufacturers’ overseas investments and partnerships, he said, although he expected “Beijing will continue to strongly encourage battery exports and overseas investments in general”.

OPEN QUESTIONS: The restrictions give China leverage in the US-China trade dispute “ahead of a scheduled face-to-face meeting” between presidents Xi Jinping and Donald Trump at the end of October, Reuters said. In response to the restrictions, US treasury secretary Scott Bessent “accused China of trying to hurt the world’s economy”, the Financial Times reported, adding that in contrast, “China has blamed Washington for the escalation”. Economic news outlet Jiemian said that Europe may also be affected by the curbs, as its EV industry has “high demand for premium rare earth grades” – although it added that “specific impacts” may only become visible by early 2026. Combs told Carbon Brief that he does not think China has a “strategic interest in cutting off EU or Asian companies” from clean-energy technologies, given that it already has a competitive advantage in their manufacture. He added that the move could lead to “frictions and delays”, but “shouldn’t affect the broader EV or [wind] turbine industries too much”.
IEA revised China renewables outlook down
REFORM REVISIONS: The International Energy Agency (IEA) revised its outlook for China’s wind and solar buildout down by about 5% in its Renewables 2025 report, which the agency attributed to the country’s “shift from fixed tariffs [for wind and solar power] to competitive auctions”, Reuters said. Energy news outlet International Energy Net also covered the report, which “notes that…the financial sustainability of [wind and solar] manufacturers remains a major concern”.
EARLY ACHIEVEMENT: Jeremy Wallace, professor of China studies at Johns Hopkins School of Advanced International Studies, wrote on LinkedIn that, despite the 5% revision, the IEA’s “main case estimate [for China] has about 2,100 gigawatts (GW) of renewables added from 2026-2030”, which would put the country “way ahead” of its new target for 3,600GW of wind and solar by 2035. Indeed, the IEA report said that China “continues to account for nearly 60% of global renewable capacity growth and is on track to reach [its 2035 target for renewable energy] five years ahead of schedule”.
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RECORD EXPORTS: Meanwhile, thinktank Ember released a report finding that China’s exports of clean-energy technology “hit a record in August, with $20bn in products shipped globally”, Bloomberg reported. Al Jazeera quoted the report saying: “Within China there is a realisation that the old development paradigm centred on fossil fuels has run its course and is not fit for 21st century realities.” State broadcaster CGTN said the findings “confirm China’s role as the primary driver of the transition” towards clean energy.
China issued draft expanding renewable quotas
BEYOND POWER: Energy news outlet BJX News reported that the Chinese government has published new draft rules to expand China’s renewable portfolio standard (RPS) – provincial quotas for consuming renewable electricity – to also cover energy demand outside the power sector. It said the draft rules divide the RPS targets into two categories: minimum renewable electricity consumption targets, covering “all types of renewable power generation”; and minimum non-electricity consumption targets, including “renewable energy applications such as heating and cooling, production of ‘green’ hydrogen, ammonia and alcohol, as well as biofuels”. The move comes as China’s RPS grows from covering power and aluminium to also include the cement, polysilicon and iron and steel sectors, as well as certain types of data centres.
FINANCE PLANS: China also plans to refine how it invests in “energy conservation and carbon reduction”, BJX News said, to better integrate “hard investments” with “soft infrastructure development”. Another BJX News report elaborated that supported projects under this programme include low-carbon projects in sectors such as power, steel, chemicals and building materials. It added that “clean coal” and coal-chemical projects, clean-energy alternatives for “coal-fired boilers and industrial kilns” and “geothermal and biomass” clean heating solutions, would also receive support.
Carbon prices hit a two-year low
CREDIT OVERSUPPLY: Carbon prices in China’s national carbon market reached the “lowest level in more than two years as the nation’s carryover rules triggered a sell-off”, with prices hitting a low of 58.8 yuan ($8.25), according to Bloomberg. It added that “prices are down almost 40% since the start of the year, weighed by a persistent oversupply and lagging demand”.
EV PRESSURES: Meanwhile, EV sales in China “hit an all-time high” in September, the Hong Kong-based South China Morning Post (SCMP) reported, citing data from the China Passenger Car Association (CPCA), with a rush in purchases ahead of the expiration of EV tax breaks and consumer subsidies. A total of 826,000 EVs were sold last month, it said, up 29% from the previous year and breaking the previous record set in December 2024. State news agency Xinhua reported that sales of “new-energy vehicles”, a category including EVs, rose 35% year-on-year to 11m from January to September 2025. Bloomberg quoted CPCA secretary general Cui Dongshu saying that car dealerships urgently need financial assistance as overcapacity and intense competition pushes them to “operat[e] at cash flow negative”. Meanwhile, China plans to double EV charging capacity by 2027, “building 28m facilities nationwide”, another SCMP article said.
OVERCAPACITY ORDERS: Finally, the government has announced new measures on governing “disorderly price competition”, BJX News reported, including guiding industry associations to suggest reference costs to help “operators to set reasonable prices” and penalising companies it identifies as repeatedly violating orders. Reuters said that a state-run financial news outlet “reported…relevant authorities may release a notice on strengthening the regulation and control of solar production capacity”, adding that the article in question “did not contain further details”.
Spotlight
Only half of Chinese provinces finalise key ‘Document 136’ renewable rules
Only half of China’s provinces have finalised new rules for pricing wind and solar power, according to Carbon Brief analysis.
Local governments are required to have published final plans to reform the way wind and solar power is priced in their jurisdiction before the end of this year, following the release of “Document 136” (136号文).
Carbon Brief examines China’s progress on developing the new rules. The full article, including an interactive tracker of which provinces have released their plans, is available on Carbon Brief’s website.
Central direction, local rules
In February this year, China’s central government issued a notice on “deepening market-based reform of feed-in tariffs for new energy”, also known as “Document 136”.
The document called on local governments to develop plans for new pricing mechanisms for wind and solar power. A key feature of this will be the “sustainable new-energy pricing mechanism” (新能源可持续发展价格结算机制), in which they only offer a fixed price to a set amount of new wind and solar capacity each year.
Any additional wind and solar projects would need to find buyers for their electricity on the open market.
The move is part of wider efforts to shift China’s giant electricity system towards more market-based operation.
When the policy was first released, analysts expected the rules and subsequent low auction prices to have a chilling effect on wind and solar in the short term.
But some believe that “Document 136” may strengthen China’s clean-energy industries in the long term, by forcing companies to become more innovative and competitive.
New territory
So far, Carbon Brief finds, only 18 provinces have issued finalised plans. Collectively, these provinces account for 61% of China’s energy-related emissions.
Another 10, representing 31% of emissions, have published draft plans, while Jiangsu, Tianjin and Tibet – the final 8% – have yet to publish anything.
A few provinces published finalised rules in early June, including renewable-power heavyweights Shandong and Inner Mongolia.
In a nationwide conference call at the end of August, National Energy Administration officials urged provinces to “promptly promote” concrete plans.
Eleven provinces have published finalised rules since then, with a further eight publishing draft rules, according to Carbon Brief calculations.
The delay can be attributed to the fact that local policymakers are trying to establish a completely new system of pricing power from scratch, said David Fishman, principal at energy consultancy the Lantau Group.
He told Carbon Brief that “fairly meaningful differences” can be found between the final version and earlier drafts for some provinces, indicating a high level of debate.
In September, Shandong province became the first to hold auctions for solar and wind power under the new rules.
While prices secured by the wind industry are seen as high enough to be relatively acceptable to project developers, the solar price is below the level thought to be needed to finance such developments. As such, it could “discourage” further solar investment in the province, Reuters reported.
Future additions
Analysts disagree about what impact the “Document 136” policy will have on the pace of China’s clean-energy additions.
Dr Muyi Yang, senior energy analyst for Asia at thinktank Ember, told Carbon Brief that he does not see the pricing reforms as a “signal of a structural slowdown in clean capacity [additions]”.
But Fishman noted that the pricing reforms could make it “challenging” for China to hit Xi’s new 2035 target.
The International Energy Agency (IEA) shaved 5% – or 129 gigawatts (GW) – off its outlook for China’s wind and solar growth by 2030, which it attributed to the pricing reforms.
Nevertheless, it added, China is still projected to add “nearly 2,660GW” of new renewable capacity between 2025 and 2030, reaching its 2035 wind and solar target “five years ahead of schedule”.
Watch, read, listen
AFRICAN ENERGY: The China Global South Project hosted a discussion on China’s role in shaping Africa’s energy landscape and how African governments are responding.
GENDER LENS: The Climate Watch podcast spoke with Wang Binbin, associate research professor at Peking University’s Institute for Carbon Neutrality, on intersections between climate action and gender in China.
LEADING TOGETHER?: Economic policy thinktank Bruegel published an analysis arguing that broader EU-China tensions “should not be allowed to derail joint work to cut emissions”.
ARCTIC SHIPPING: CNN examined how melting polar sea ice is “altering the map” in a way that could bring “big economic and geopolitical rewards” for China’s plans to establish shipping routes through the Arctic.
218 billion yuan
Or $30.5bn, the value of economic losses caused by “natural disasters” in the first three quarters of 2025, Jiemian reported, in coverage of a press conference by the Ministry of Emergency Management (MEM). These disasters, which included “intense” rainfall, heat and typhoons, caused 742 people to be reported dead or missing, it added. Climate change was not mentioned during the press conference.
New science
Future warming exacerbates heatwave-ozone compound extremes in China
npj Climate and Atmospheric Science
Human exposure due to “heatwave-ozone compound events” will double across by the middle of the century under “high-emissions scenario”, causing an additional 61,600 deaths nationwide, according to new research. The authors used climate models to estimate excess deaths due to heatwave-ozone compound extremes from climate change under a range of future emissions scenarios. They projected that the number of ozone pollution events in China will grow by 58% by the middle of the century, “half of which are also heatwave days”.
Nature Communications
A new study on electric vehicle charging stations found that, without policy regulation, “large-scale deployment of ultra-fast charging stations with energy storage could raise peak loads by over 70-85% by 2030 and multiply them by up to 7.5 times by 2050”. The authors used real-world charging data from a number of Chinese cities to develop simulations of various scenarios. They found that “deploying 2,000 ultra-fast charging stations in a city may increase the peak-to-valley differences of the public charging load by up to 32% daily relative to baseline cases”.
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 16 October 2025: New export controls; IEA China projections; Provincial ‘Doc 136’ progress appeared first on Carbon Brief.
Climate Change
UN chief urges countries to adopt fossil fuel transition plans with timelines
The head of the United Nations has called on all countries to deliver plans for phasing out their production and consumption of fossil fuels, as rising oil prices and climate shocks threaten energy and human security.
In his farewell speech to the UN General Assembly (UNGA) in New York on Tuesday, outgoing UN Secretary-General António Guterres for the first time urged “every government to adopt a national plan to transition away from fossil fuels” aligned with limiting warming to 1.5C. The plans, he said, should include “clear timelines and protection for affected workers and communities”.
“We know fossil fuel interests won’t step aside on their own. For decades, Big Oil has treated the atmosphere as an open sewer – and cashed in on the consequences,” Guterres told diplomats in his speech opening the leaders’ segment of the assembly, also calling out the industry’s windfall profits after Russia’s invasion of Ukraine.
At last year’s COP30 climate summit in Belém, a group of about 80 governments led a failed push to develop a global roadmap to transition away from fossil fuels. Brazil instead proposed to draft a voluntary report that will be presented this year ahead of COP31 after countries and organisations submitted their views to the process.
Governments first agreed to transition away from fossil fuels in energy systems at COP28 in Dubai in 2023, but have since failed to agree at UN climate talks on how to move forward with that commitment, as efforts to do so have been effectively blocked by large fossil fuel-producing countries.
France, Netherlands issue plans
A few countries have moved forward with their own transition plans. France launched the first one at an international conference on the issue in April and the Netherlands followed suit this month. Not being major fossil fuel producers, both European nations aim to end their coal, oil and gas consumption by 2050, although the Dutch plan was criticised for not setting specific phase-out dates for the dirty fuels.
Adão Soares Barbosa, climate ambassador from Timor-Leste and chair of the Least Developed Countries (LDC) group in the UN climate negotiations, told a press briefing on Tuesday that last year’s discussions on shifting away from fossil fuels need to continue at COP31, adding that developed countries should lead the way with transition plans and curb their use of fossil fuels.
“We are expecting that we can make a request to major-emitting countries to limit emissions from this sector,” he said. “For LDCs, we’ll also try to reduce fossil fuel use, but it will depend on national circumstances.”
Samoa’s lead negotiator Anna Rasmussen said small island states have outlined their energy transition plans in their nationally determined contributions (NDCs) – countries’ plans for meeting the Paris Agreement goals – but added “we’re still waiting” for climate finance to help implement those plans.
Despite the global push to clean up the energy mix, countries leading climate talks are themselves also expanding fossil fuel production. COP31 co-presidents Australia and Türkiye have both recently given the green light to mine and drill more coal, oil and gas, and still depend on fossil fuels for 60% and 56% of their electricity production respectively.
Fossil fuel expansion threatens COP31 hosts’ credibility, experts warn
COP30 host nation Brazil has also persisted with its plans to explore potential new oil reserves near the mouth of the Amazon River – a region known as the Equatorial Margin.
These are moving ahead despite President Luiz Inácio Lula da Silva announcing last year at the Belém climate summit that the country would develop its own fossil fuel phase-out plan. This is still under development with little information about its progress and may be hampered by elections next month.
“We have achieved our self sufficiency in oil and will continue to explore the potential of new reserves, such as those in the Equatorial Margin,” Lula said in his speech to the UNGA on Tuesday. “But we will not abandon the environmental agenda,” he insisted. “We will move forward with the roadmap for the decarbonisation of the Brazilian economy.”
Transition far cheaper than status quo
Speaking at the main Climate Week NYC venue, Mads Christensen, executive director of Greenpeace International, said given the fast-shifting cost dynamics for both fossil fuels and renewables, countries should revise their existing energy plans because they are now out of date.
Gas power generation now costs around 150 euros per megawatt compared with around 50 euros for solar with battery storage – making the latter two-thirds cheaper.
“If these plans were updated, I think we would have a much faster transition because it simply makes good financial sense,” he said.


Tzeporah Berman, founder and chair of the Fossil Fuel Treaty Initiative, told Climate Home News that the Santa Marta process for transitioning away from fossil fuels (TAFF), launched at April’s conference, could help countries discuss, design and develop their national roadmaps, as well as mobilise the international cooperation required to actually deliver them.
“Many countries want not only national roadmaps but a global roadmap off the highway to hell,” she added. “A global plan is necessary to ensure the rules aren’t rigged against those who want to do the right thing and so all countries can make credible commitments.”
The second TAFF conference will be held in the Pacific island nation of Tuvalu next spring, co-chaired by Ireland. In New York, Tuvalu’s climate minister Maina Vakafua Talia called for stepped-up efforts to tackle the fossil fuel use that is threatening his country’s “demise” by driving global warming.
“The world is running out of time, and so I ask every government to come to… Tuvalu with solutions – real solutions, not false solutions – for us to ensure that we have a pathway and a way forward,” he urged.
The post UN chief urges countries to adopt fossil fuel transition plans with timelines appeared first on Climate Home News.
UN chief urges countries to adopt fossil fuel transition plans with timelines
Climate Change
COP31 electrification pledge leaves out clean power commitment
COP31’s flagship initiative to accelerate the electrification of the world’s economy has been criticised for failing to include a commitment to produce the power from clean energy.
Governments that sign the voluntary pledge at this year’s UN climate summit will commit to increasing electricity’s share of total energy consumption to 35% globally by 2035 in line “with pathways consistent with keeping 1.5C alive”, the text unveiled by the Turkish presidency on Tuesday says.
While the document says that the electrification goal is “complementary to efforts to expand renewable energy and improve energy efficiency”, governments are not explicitly asked to commit to producing the extra power with clean sources and driving down greenhouse gas emissions.
The text instead says the “use of clean electricity” will vary according to national circumstances. Fossil fuels are not mentioned by name, although the pledge cites the COP28 Global Stocktake decision, which called for “transitioning away from fossil fuels” in energy systems.
COP31 president Murat Kurum said earlier this month that the push to make electrification more “widespread” – through measures like the rollout of electric vehicles and heat pumps – will “automatically” lead to a reduction in the use of fossil fuels.
But many campaigners disagree, criticising the proposed pledge for failing to give an explicit signal on the fossil fuel transition.
Lack of clarity on energy sources
“Let’s not let electrification become the Trojan horse of our times, used to hide new fossil fuel consumption rather than promote renewable energy,” Claire Smith from civil society umbrella group Beyond Fossil Fuels said in reaction to the pledge’s publication.
She added that the commitment will only help address the climate crisis if electrification is powered by a flexible energy system where solar and wind are complemented by enhanced grids and storage.
The pledge’s text says that the electricity goal should be supported by “diverse and sustainable energy sources”, but it stops short of explaining what these sources are.
Alden Meyer, an international climate policy expert and senior associate at think-tank E3G, said the details of the pledge matter to how effective it will be in helping bring planet-heating emissions down.
“It has to be clean, and we haven’t got enough clarity on a guarantee that it will be a decarbonisation move,” he told Climate Home News.
China’s industrial engine starts to break its fossil fuel habit
According to an annual electricity review from energy think-tank Ember, in 2025 renewables edged ahead of coal power for the first time in 100 years. Continued growth in solar and wind pushed the share of renewables above a third of global electricity generation to just under 34%, compared with coal at 33%, it said.
Janet Milongo, energy Transition lead at CAN International, said success cannot be measured simply by how much of the world’s final energy consumption becomes electric.
“We must ask what generates that electricity, who has access to it, who owns the infrastructure, and whether it is helping communities transition away from fossil fuels,” she added.
Electrification alone can’t meet climate goals
Analysis published by the IEA on Tuesday, alongside the pledge, found that it would already be cost-effective to raise electricity’s share of global energy use from 23% today to around 33% with existing technologies, putting the COP31 goal “within striking distance”. Based on current policies, however, the share reaches only about 30% by 2035.
Hitting the 35% target would cut fossil fuel importers’ import bills by around $400 billion a year by 2035, the IEA said. At the higher prices caused by the conflict in the Middle East, that saving rises to more than $500 billion.
Speaking at New York Climate Week on Tuesday, IEA executive director Fatih Birol said the agency’s figures show that in 2026, about 80% of all new power plants built will run on renewables, with a few percentage points coming from nuclear power and the rest from fossils fuels. “So therefore, electrification itself will lead reduction of the [greenhouse gas] emissions,” he added.


However, the IEA warned in its new report that electrification “by itself is not enough” to meet the world’s climate targets. It noted that, if “low-emission” sources of power continue to simply grow in line with current policy scenarios, that would be only just enough to cover the extra demand from electrification, driving a modest decline in emissions.
Matt Webb, associate director of global clean power diplomacy at E3G, said the pledge is a “welcome signal of leadership” and can help COP31 be a “critical moment” for countries to double down on the energy commitments made at COP28.
But to secure the full benefits of electrification, he added, it is essential that we “urgently clean up” by speeding up the rollout of renewables and developing credible national plans to transition away from fossil fuels.
The post COP31 electrification pledge leaves out clean power commitment appeared first on Climate Home News.
COP31 electrification pledge leaves out clean power commitment
Climate Change
As loss and damage fund stalls, Nepal crowdfunds flood relief
People around the world have donated almost $90 million to a government-led campaign to help Nepal recover from its recent devastating Himalayan flood, according to a Nepali climate negotiator, even as the UN chief slammed the tiny amount of money in a new fund to deal with such disasters.
Individuals and companies from Nepal and abroad have chipped in from $5 to “many millions” of dollars to the Prime Minister’s Disaster Relief Fund, Manjeet Dhakal, an advisor to the poorest countries at UN climate talks, told an event on Monday focused on early warning systems.
The prompt and substantial response from the public contrasts with the slower, more limited support that is potentially on offer from the UN’s new Fund for Responding to Loss and Damage (FRLD), set up by governments to compensate developing countries for climate disasters.
Comment: Human security relies on adapting to the world’s new climate reality
Over three weeks have passed since Nepal’s finance and environment ministers asked the FRLD board to take an urgent decision to allocate funding to help Nepal protect people and restore essential services in the wake of the disaster, which caused around 1,450 deaths and left more than 5,000 people missing.
“Time is of the essence,” the ministers wrote in an appeal to the FRLD on August 31, which was swiftly followed by a letter from a group of developing-country board members urging the FRLD board’s co-chairs to organise an extraordinary meeting to come up with a response.
Loss and damage fund hesitates
Yet, despite informal online meetings, the co-chairs have yet to convene a meeting with the power to allocate funds. The board’s next scheduled meeting begins on December 15.
Dhakal said on Monday that the request has “received some positive response, but still there is some discussion ongoing about how to respond to that”.
“If they can’t respond in a timely manner, then is [the fund] fit for purpose in terms of disasters that the world would be facing in the coming years? The scale and intensity of these disasters is increasing,” he said.
With just $820 million pledged to it by rich countries and not all of that yet delivered, the FRLD has earmarked just $350 million to spend in its initial phase and without further contributions could run out of money next year.
Because of these limited funds, and a huge number of requests for funding totalling nearly $3 billion, the FRLD has said it will only give out a maximum of $20 million to each project for now. It has yet to approve funding for any projects.
Dhakal recently told The Nation magazine that this amount was just a “symbolic gesture”. Nepal’s government has estimated the costs of recovery and reconstruction at $4.8 billion, with homes, roads, bridges, hospitals and hydropower stations in the affected area needing to be repaired and rebuilt.
“Ridiculously small” funding
In a speech to the UN General Assembly on Tuesday, the body’s outgoing Secretary-General António Guterres criticised the “ridiculously small” level of funds made available by wealthy governments to the FRLD. Developed countries should “make the loss and damage fund work at scale”, he said.

The Portuguese diplomat told world leaders that when he travelled to Nepal three years ago, he had “sounded the alarm on accelerating glacier melt, warning that the rooftops of the world are caving in”.
“Some dismissed it all as overstating dangers, but as tragic events have shown, impacts are arriving sooner, hitting harder, and spreading further than many anticipated,” he said.
A recent study by scientists with the World Weather Attribution group found that climate change contributed to the rock-ice avalanche which sparked a huge flash flood along a river valley on the Nepal-Tibet border.
Speaking at a separate event in New York on Monday, leading climate scientist Johan Rockström highlighted those findings on the role of global warming in the Himalayan disaster.
“This will be potentially the first poster-child case of a loss and damage invoice, because here we have a proven case of a catastrophe which would not have occurred if it hadn’t been for human-caused climate change,” he said.
The post As loss and damage fund stalls, Nepal crowdfunds flood relief appeared first on Climate Home News.
As loss and damage fund stalls, Nepal crowdfunds flood relief
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