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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

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”.

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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”.

China’s urban EV ultra-fast charging distorts regulated price signals and elevates risk to grid stability

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.

China Briefing 16 October 2025: New export controls; IEA China projections; Provincial ‘Doc 136’ progress

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Climate Change

Pawa in Palau

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This week our powerful Pacific team is in Palau for the Pacific Islands Forum Leaders Meeting. This is a major moment in our campaigns for Pacific climate justice and to stop deep sea mining. So what’s it all about, what can we expect over the coming days, and why is this year’s meeting in particular so important? Read on to find out!

*Pawa is Melanesian word meaning collective power.

Meet Moemoana Schwenke, our Pacific Climate Campaigner

“When you love something deeply, you do everything you can to protect it.”

@greenpeaceap

For us in the Pacific, protecting our home is an expression of love. Follow our journey across the Pacific all the way to COP31 in Türkiye. Pacific voices continue to lead the call for climate justice champion our priorities and build a movement for a Fossil Fuel Free Pacific, from our islands to the world. Join the movement and follow the journey. @Moemoana Schwenke

♬ original sound – Greenpeace Australia Pacific

What is the Pacific Islands Forum (PIF)?

The Pacific Islands Forum, or ‘PIF’, is our region’s most important political organisation. It is where countries of the Pacific — including Australia and New Zealand — come together to collaborate on shared challenges and to set collective goals.

The PIF Leaders Meeting is an annual weeklong event that includes a dedicated meeting of the Pacific’s small island developing states (PSIDS), many special side events organised by Pacific civil society, the leaders’ meeting itself, and more. At the end of the week, leaders issue a Forum Communiqué, capturing what they have agreed on, their shared priorities and the actions they will take together.

This year’s meeting is being held in the beautiful northern Pacific nation of Palau, the same place our Pacific team gathered back in January to plan for the year.

Islands in Palau
© Hector John Periquin

What’s at stake this year?

Climate change has dominated the PIF for decades. Pacific leaders have been crystal clear it is their number one priority, and the annual gathering is the moment they can exert maximum pressure on Australia over its fossil fuel record.

The voyage to COP31

This year’s meeting comes less than three months before COP31, where Australia will take on the role of President of Negotiations — a role it has committed to undertaking in partnership with the Pacific — and less than a month before the ‘Pacific Pre-COP’, to be held in Fiji and Tuvalu.

Following a fraught round of mid-year negotiations in Bonn, PIF leaders will need to set out a clear vision and priorities for COP31. These include accelerating a just global transition away from fossil fuels, defending science as the foundation of international climate cooperation, and increasing the availability and accessibility of finance for renewable energy and climate adaptation.

Pictured left to right - 
- Dr Simon Bradshaw, COP31 Lead and report author, Greenpeace Australia Pacific
-Belyndar Rikimani, Campaigns and Research Lead, Pacific Islands Students Fighting Climate Change
-Shiva Gounden, Head of Pacific, Greenpeace Australia Pacific
© Greenpeace / Marie Jacquemin

Accountability for Australian fossil fuel exports

Since the last PIF Leaders Meeting, Australia has signed the Belém Declaration on the Transition Away from Fossil Fuels. The declaration reaffirmed the legally binding commitment to help limit global warming to 1.5°C and recognised that this is incompatible with new fossil fuel production. Yet, Australia has continued to approve new coal and gas projects, including at least five since the last PIF Leaders Meeting.

Barry Dick observes the community graveyard impacted by coastal erosion on Pele Island in Vanuatu.
© Niki Kuautonga / Greenpeace

What is Greenpeace doing?

We’re going big this year, taking six members of our team to Palau to support Pacific leaders to hold the line, hold Australia accountable, and show the world what’s at stake. We’ll lobby leaders, hold press conferences, share our messages with the world, and support our incredible local partners in Palau.

Members of the Greenpeace Pacific team at the Pacific Islands Forum leaders' meeting in Palau, 2026.

How can you get involved?

PIF is the first in a drumbeat of major moments where we’ll be carrying the voices of the Pacific to the world. Come October we’ll be voyaging to Fiji on our ship Oceania for the Pacific Pre-COP, and in November we’ll be off to Antalya for the world’s climate negotiations (COP31).

Learn more about the Pacific way to a fossil fuel free future by checking out our report and exhibition.

Follow our journey, and check back here for more ways to join the movement for climate justice. Together we have the pawa!

Pawa in Palau

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Climate Change

From firefighting to future-proofing: Preventing wildfires must be the priority

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Gill Einhorn is head of the Forest Future Alliance and Natalie Çilem is community lead of the Global Wildfire Leadership Network.

Wildfires have devastated communities across the world this summer, claiming lives, displacing thousands of people and leaving billions in economic damage in their wake. In Europe alone, wildfires have already caused an estimated €19 billion in losses this year.

They are an economic, financial and public health challenge that is growing faster than many governments and markets are prepared for – and exposing the real costs of poor land management.

A system built for recovery, not resilience

Far more money is currently spent responding to the disastrous effects of wildfires than preventing them in the first place. The United Nations Environment Programme estimates that more than half of wildfire-related spending goes towards response, while planning receives only around 0.2 percent. This problem is not limited to wildfires; over 95 percent of disaster aid between 2005 and 2017 was allocated to response, and less than 4 percent was directed towards prevention or preparedness.

Forests are critical, but without investment in how land is managed and protected, their value is neither stable nor guaranteed. Protecting forests requires investing not only in conservation, but in the conditions that keep forests standing.

    Each dollar invested in wildfire-resistant construction could save around $210 in avoided future economic losses, according to a report by the World Economic Forum and Forest Future Alliance. Despite this evidence that prevention can significantly reduce future costs, wildfire resilience remains chronically underfunded.

    This spending discrepancy is creating significant challenges for insurers, asset owners and financial institutions. Global insured losses from natural catastrophes reached $107 billion in 2025, with wildfires, floods and storms accounting for 92 percent of claims.

    In this context, insurers are reassessing where and how they are willing to underwrite risk. Around 56 percent of global wildfire losses between 2000 and 2023 were uninsured. In some high-risk areas, insurers are scaling back coverage altogether, leaving homeowners, businesses and governments to shoulder a growing share of the costs – making it increasingly difficult to break even.

    Proven solutions are already paying off

    In many regions, wildfires are driven not by natural causes but by the deliberate clearing of land for agriculture. Degraded landscapes are becoming drier, more flammable and increasingly vulnerable to catastrophic loss, creating a vicious cycle of deforestation, economic damage and rising emissions.

    The answer is not simply stronger firefighting capacity. Governments, investors and businesses must work together to shift capital upstream into prevention, resilience and long-term landscape stewardship of healthy forests. That means planting appropriately, investing in heat-resistant species, exploring approaches that minimise fire footprints through active management, and exploring the AI and technology solutions that are burgeoning.

    A burnt olive tree in an area affected by a wildfire in Ano Sichaina near Patras, Greece, August 14, 2025. REUTERS/Louiza Vradi

    A burnt olive tree in an area affected by a wildfire in Ano Sichaina near Patras, Greece, August 14, 2025. REUTERS/Louiza Vradi

    Solutions to this already exist and are proven to have an impact. Following devastating wildfires year-on-year, Portugal shifted its approach to wildfire management, increasing prevention spending within its national rural fire management system from around 20 percent in 2017 to approximately 60 percent in 2022. While many countries remain locked in a reactive cycle of disaster response, public policy can shift investment upstream and make resilience a priority before fires occur.

    Indigenous communities have long used proactive land stewardship to reduce wildfire risk while supporting healthy and productive landscapes. For example, the Cheslatta Carrier Nation in British Columbia traditionally managed fuels through cultural fire practices but now implements mechanised fuel removal methods under commercial agreements. By combining Indigenous stewardship with sustainable forest management, Cheslatta is generating community benefits while also boosting wildfire prevention.

    Resilience can also be strengthened through finance and technology. FireSat, a partnership led by Earth Fire Alliance with Google.org, the Gordon and Betty Moore Foundation and Muon, is a satellite constellation designed for rapid wildfire detection. Scanning every 20 minutes, it can detect fires 400 times smaller than current systems and track them through smoke and darkness in almost real time. In California alone, FireSat could prevent up to 350,000 acres from burning each year. It has recently received significant new investments allowing it to expand towards a constellation of more than 50 satellites that will monitor every point on Earth every 20 minutes or less.

    In Brazil’s Pantanal, the Embrace the Forest initiative uses AI-powered detection towers across 2.5 million hectares to support earlier intervention and faster response. During the severe 2024 fire season, the initiative contributed to a 40 percent reduction in burned area compared to 2020.

    A drone view shows burnt cars following a wildfire in Dymi, near Patras, Greece August 14, 2025. REUTERS/Louiza Vradi

    A drone view shows burnt cars following a wildfire in Dymi, near Patras, Greece August 14, 2025. REUTERS/Louiza Vradi

    These examples illustrate what is possible when resilience is treated as an investment priority rather than a recovery cost. But we must ensure funding for these measures is scaled before disaster strikes. Initiatives like the Global Wildfire Leadership Network (GWLN) are key, bringing together corporate decision-makers, investors, insurers, governments and Indigenous leaders to direct investment towards prevention and align finance, technology and stewardship to protect nature, safeguard communities and strengthen future economic stability. With a goal of doing more together than the sum of our parts, the network focuses on Forest Future Alliance GWLN Solutions Labs – where partners sign up with the intent to collaborate.

    Rewarding prevention

    Financial incentives must be created that reward prevention. This can be done by scaling public-private partnerships, supporting long-term landscape stewardship, investing in community capacity including Indigenous wisdom and technology. Ultimately, our terrestrial natural reserves are critical infrastructure that support resilient economies and thriving communities.

    One in three people are dependent on forest services, goods and economic opportunities for survival, so it’s in all our interests to protect what we have. Forests support cooling, water and food security – and are a very cost-effective way of removing carbon dioxide from the atmosphere, where done appropriately.

    UN chief warns climate crisis “in overdrive” as El Niño threatens to fuel the fire

    No sector can solve this challenge alone. The benefits of wildfire resilience are shared across communities, governments, insurers, investors, utilities and businesses. A single intervention can protect homes and livelihoods, reduce insurance claims, secure water supplies and lower future public costs. Because the benefits are shared, the solutions must be too. Coalitions of actors can take proven approaches further than any one individual or organisation could alone.

    As wildfires continue to burn at an unprecedented scale, the opportunity now is to roll out solutions, shift investment upstream and build a future where resilience, rather than recovery, becomes the foundation of thriving economies.

    The post From firefighting to future-proofing: Preventing wildfires must be the priority appeared first on Climate Home News.

    From firefighting to future-proofing: Preventing wildfires must be the priority

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    Climate Change

    Guest post: Why tough methane cuts are crucial for keeping warming ‘well-below’ 2C

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    Methane is a powerful greenhouse gas and the second-largest contributor to global warming after carbon dioxide (CO2).

    Methane traps heat in the atmosphere more efficiently than CO2, but has a significantly shorter lifespan, fading after just a few decades.

    Therefore, reducing emissions of methane – a gas primarily produced by agriculture, fossil fuels and waste management – is a powerful option for limiting global warming in the near-term.

    Yet climate strategies and models often only focus on CO2, or combine all greenhouse gases into one metric known as “CO2 equivalent”.

    The latter approach makes reducing methane emissions dependent on modelling choices and assumptions about the “equivalence” of methane and CO2.

    It hides the opportunities and challenges linked to methane’s high warming and short lifetime.

    In a new study, published in Communications Earth & Environment, we offer a different perspective that “decouples” CO2 and methane reduction and takes global warming limits as a starting point for determining the required level of methane cuts.

    We show that, even under the most ambitious existing national net-zero targets, an absence of methane reduction leads to peak warming that exceeds 1.85C above pre-industrial levels.

    The study highlights that, to limit peak warming to well-below 2C, net-zero CO2 targets must be complemented by stringent methane emissions cuts.

    CO2 equivalent

    How much methane corresponds to one tonne of CO2?

    The question is as difficult to answer as: ‘how much spaghetti equals a chicken?’ You could compare the two meals according to their calories, protein content or cost. Each metric can be convenient, but is only valid for that specific comparison – no amount of spaghetti is the same as a chicken.

    The same is true for the conversion of emissions of methane and other gases to CO2-equivalent emissions. It can be convenient, as it allows different gases to be compared or combined into a single number. This is why the metric is used in climate targets or evaluating the effectiveness of different mitigation options.

    But, because methane and CO2 have different atmospheric lifetimes and warming properties, any conversion is only valid for a chosen time horizon and a chosen baseline.

    Depending on the assumptions baked into calculations, methane mitigation can either appear as an immediate priority or framed as almost unnecessary.

    There are a number of metrics that scientists use to convert greenhouse gases – whether methane, hydrofluorocarbons or nitrous oxide – into CO2-equivalent emissions:

    • “GWP20” measures how much heat a greenhouse gas traps in the atmosphere over a 20-year period, relative to CO2. It emphasises urgent methane mitigation but has been criticised for its implicit discounting of future damages.
    • “GWP100” looks at a 100-year timeline. It gives more weight to long-term warming and is used in “integrated assessment models” (IAMs) used by scientists, national emission reporting to the UN and by the GHG Protocol used by companies.
    • GWP*” considers the rate of emissions, rather than warming over a fixed time horizon. Under GWP*, very limited methane reductions bring CO2-equivalent emissions to zero, meaning remaining methane emissions can be designated as causing “no additional warming”. (This interpretation remains controversial as it assumes the continuation of historical levels of warming.)

    IAMs are the tools used to generate future emissions scenarios. Because they combine CO2 and methane emissions, the impact of methane emission cuts alone is difficult to isolate in existing emission scenarios.

    IAM-generated scenarios also assume mitigation decisions driven by costs. Combinations of CO2 and methane emission pathways that are not purely cost-effective are, therefore, not represented, even though climate policy is messy and emission pathways are rarely cost-effective in the real world.

    Only a few countries – including Japan, Mexico and South Korea – specify methane mitigation targets.

    A different approach

    In our study, we separate CO2 and methane emissions and treat them as independent.

    Instead of choosing a conversion method, we suggest that states and organisations set a limit on peak global warming first, then, based on their existing net-zero targets, determine the minimum compatible methane reduction target.

    Companies and countries around the world have set net-zero targets focused on CO2, as well as those that include all greenhouse gases. As a result, our research looks at the necessary methane reductions for both types of goal. We consider scenarios where companies or countries deliver linear – in other words, steady – emissions reductions to reach net-zero.

    Using a simple climate model, we systematically combined methane and CO2 (or greenhouse gas) mitigation pathways starting in 2025 and calculated peak warming.

    The figure below shows how peak warming depends on both the year of reaching net-zero CO2 and the level of methane cuts.

    Peak global warming relative to 1850-1900 reached until 2100 (50% likelihood), for combinations of the year of global net-zero CO2 emissions (x-axis) and the change in global methane (CH4) emissions between 2020 and that year (y-axis), assuming linear trajectories. Black lines are contours of equal peak warming. The three bars on the right show independent estimates of where CH4 emissions could or would land on the same vertical scale: CH4 mitigation available at no net cost (IEA, red), the 2030 mitigation potential (Global methane status report, orange), and the current legislation scenario for 2050 (Global methane status report, purple). Adapted from Weber et al. (2026).

    The blue arrows in the figure show that to limit warming to 1.7C under a 2050 net-zero CO2 scenario, methane emissions would need to fall by at least 69% by 2050, relative to 2020.

    Our research also finds that, if an organisation or country’s 2050 net zero-target covers all greenhouse gases, its methane emissions would need to fall by 63% instead.

    However, under current policies, methane emissions are expected to increase by around 20% by 2050, relative to 2020. We find that this pathway would result in peak warming above 2C by 2050 – even if global CO2 emissions were to reach net-zero by that date (see purple bar on the right-hand side of the figure above).

    The figure also shows how, if methane emissions remained at 2020 levels and net-zero CO2 was delivered by 2040 or later, warming would exceed 1.85C. This level of warming is above what has been argued as consistent with the Paris Agreement’s “well-below” 2C limit.

    Conversely, cutting methane emissions by around one-third – in line with the Global Methane Pledge target for 2030 – could reduce peak warming by 0.15C, of which 0.05C could be delivered by interventions that come at no net cost. These are shown by the orange and red bars, respectively, on the figure above.

    The table below highlights the minimum compatible methane cuts for three different peak warming levels and net-zero CO2 or greenhouse-gas emission targets.

    Peak warming Year of net-zero CO2 emissions Year of net-zero greenhouse-gas emissions
    2050 2060 2100 2050 2060 2100
    1.7C -69% -63%
    1.8C -32% -56% -11% -47%
    2C +8% -8% -83% >50% +33% -78%

    Minimum methane emission reductions between 2020 and the year of net-zero emissions, consistent with peak warming of 1.7C, 1.8C, and 2.0C at 50% likelihood, assuming linear emission trajectories. For some net-zero targets and peak warming levels, there are no compatible methane mitigation targets (indicated by “–”).

    Remaining carbon budget

    The global carbon budget refers to the amount of cumulative CO2 emissions allowable while still meeting a particular global warming threshold.

    The 2021 climate science report from the Intergovernmental Panel on Climate Change (IPCC) and a 2023 Nature study estimated that, by 2025, the remaining carbon budget for holding warming to 2C would be around 1,000-1,150bn tonnes of CO2 (GtCO2).

    We find that these estimates are founded on the assumption of methane reductions of 27-35% by 2050, relative to a 2020 baseline. (A 2024 Communications Earth & Environment study reached similar conclusions.)

    Under the GWP* metric, where methane emissions are only cut to maintain “no additional warming”, the remaining carbon budget would be constrained. The best estimate of a 2C budget shrinks by around 30% to approximately 750GtCO2.

    Finally, if methane emissions are not cut at all in the future, our findings suggest that the remaining carbon budget for 1.7C of global warming has, in effect, already been exhausted.

    Our analysis shows how peak warming depends on both CO2 and methane reduction – and how methane-specific targets can help refine existing net-zero targets.

    Crucially, we show that complementing net-zero CO2 targets with stringent methane cuts is necessary to limit peak warming to well-below 2C.

    Weber, K. et al. (2026) Limiting warming by CO2 and methane mitigation in an expanded scenario space, Communications Earth & Environment, doi:10.1038/s43247-026-03832-1

    The post Guest post: Why tough methane cuts are crucial for keeping warming ‘well-below’ 2C appeared first on Carbon Brief.

    Guest post: Why tough methane cuts are crucial for keeping warming ‘well-below’ 2C

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