Welcome to Carbon Brief’s China Briefing.
Carbon Brief handpicks and explains the most important climate and energy stories from China over the past fortnight. Subscribe for free here.
Key developments
More funding for ‘green development’ on China’s ‘belt and road’
BIRTHDAY SPENDING: The third belt and road forum for international cooperation was held on 17-18 October, marking the 10th anniversary of China’s global infrastructure project, known as the belt and road initiative (BRI). At the forum, China’s president Xi Jinping announced an eight-point action plan to strengthen “high-quality” cooperation in the BRI, reported state news agency Xinhua, one of which was “promoting green development”. He pledged that China’s policy banks will “each set up a 350bn yuan ($47.8bn) financing window” to fund “small but beautiful” projects, reported Hong-Kong based South China Morning Post (SCMP), with “an additional 80bn yuan ($10.9bn) injected into the Silk Road Fund”.
‘GREEN DEVELOPMENT’: China will also organise “training for 100,000 people from developing countries” to advance “green development”, SCMP added. Other outcomes include development of “green investment standards” and “$97.2bn of deals across a handful of sectors including clean energy”, said Bloomberg. Xi also pledged to “deepen green infrastructure, energy and transport cooperation”, reported Xinhua, calling the forum “the most important diplomatic event hosted by China this year” and noting that representatives from more than 140 countries confirmed their attendance. Nikkei Asia, however, reported that fewer heads of state were present compared to the last BRI forum in 2019.
PARTY LINES: Ahead of the forum, China Daily published an article written by legal NGO ClientEarth stating that China’s “vision” for supporting the global energy transition “could be further clarified by setting timeframes for targets”. On the same day, the Communist party-affiliated People’s Daily said that China had “promoted green consensus among governments, enterprises and the public” in a Chinese-language article, while its English-language platform carried a commentary stating that the BRI “fully demonstrates the…appeal of open, green and clean cooperation”.
CLIMATE RISKS: Boston University’s Global Development Policy Center released a new report finding that the BRI brought significant benefits to host countries in the form of additional resources for development and “creation of a new model of south-south cooperation”. However, it said the BRI had “increased carbon dioxide emissions” by 245m tonnes per year from fossil-fuel power plant projects.
EU calls on China to join global methane and renewable goals
AMBITION CALL: EU energy commissioner Kadri Simson called on China to commit to global targets on cutting methane emissions and tripling renewable energy capacity by 2030, during a three-day visit to Beijing, the South China Morning Post reported. She made the statement at an annual high-level energy dialogue, the first held in-person since 2019, the paper added. Simson “stopped short” of calling for higher ambitions on China’s carbon emissions, Reuters reported, adding that she also held talks with China’s National Energy Administration chief Zhang Jianhua. In a speech, Simson highlighted the significance of the EU-China “global collaboration in establishing a global energy system”, reported the state-supporting newspaper Global Times. It added that her visit to China came ahead of one by Josep Borell, EU foreign policy chief.
SUBSIDY PROBES: Simson’s visit came shortly after the EU had launched a probe into Chinese subsidies for electric car manufacturing, Reuters noted. Just days before her visit, the Financial Times said the EU was also considering whether to “investigate China’s use of subsidies to promote the country’s wind turbine manufacturers in the same way as electric vehicles”. European turbine makers have been “lobbying for more support” to
counter cheap Chinese imports that are pushing them “to the brink of collapse”, the paper added. Simson planned to decide on the wind subsidy probe after her visit, Recharge reported.
KERRY-XIE DIALOGUE: Meanwhile, the US and China have “quietly” continued behind-the-scenes climate talks, with climate envoys of both countries holding a video conference, reported Politico. During the call, Xie Zhenhua, China’s special envoy for climate, and John Kerry, the US special presidential envoy for climate, discussed the “key topics for COP28”, reported the state-run newspaper China Daily. It added that they also discussed “practical cooperation” in areas outlined by two joint climate statements issued by the pair before and during COP26 in 2021.
China signals expansion of national carbon market
CARBON COUNTING: China’s ministry of ecology and the environment (MEE) released a policy document, republished by Chinese energy news outlet BJX News, that calls for companies in the chemical, petrochemical, construction materials, iron and steel, non-ferrous metals, papermaking and civil aviation industries to report and verify their greenhouse gas emissions. The text stated that regulators aim to “accelerate the construction of the national carbon emissions trading market…and standardise the management of greenhouse gas emissions data of enterprises in key industries”. Only enterprises with “annual greenhouse gas emissions of 26,000 tonnes of carbon dioxide equivalent” or above will be covered.
MARKET EXPANSION: Energy newspaper Jiemian explained that the release signals MEE has begun “basic work” on expanding the national carbon market to cover these sectors. [Since it was first established in 2021, the market has only covered heat and power generation.] Yan Qin, carbon analyst at data provider Refinitiv, highlighted a potential conflict with existing policy. The MEE release said green electricity certificates (GECs) “are not recognised as proof of zero emission electricity” and cannot be used on the national carbon market, contrary to a policy on GECs released by other regulators, Qin wrote on X, the social media platform formerly known as Twitter.
CBAM INFLUENCE? Also writing on X, Lauri Myllyvirta, lead analyst at the Centre for Research on Energy and Clean Air, pointed out that the inclusion of steel, cement and aluminium has a “clear connection to the EU’s carbon tariffs (CBAM)” as the sectors included in the policy “correspond exactly with the coverage of the CBAM”. He added that “this means…that the CBAM is working exactly as it’s supposed to – pushing other economies to catch up with the EU”.
China hit with 308bn yuan bill for extremes in 2023
TYPHOON KOINU: On 8 October, typhoon Koinu turned south off China’s coast and headed for Hainan island after battering Taiwan with rain and wind, Reuters reported. China’s ministry of water resources issued a “flood scenario report”, warning of heavy rainfall that could overwhelm rivers in Fujian and Guangdong, according to Xinhua.
ECONOMIC LOSSES: The Chinese government said the country suffered 308bn yuan ($42bn) of economic losses from extreme weather such as torrential rains, landslides, hailstorms and typhoons between January and September 2023, Reuters reported. These events left hundreds of people dead, with more than 89 million people and 10m hectares of crops affected, the outlet added. Separately, CGTN said Chinese experts predict global warming may “intensify Mei-yu” season, “a rainy weather phenomenon” in the Yangtze river valley every summer affecting agriculture, economy and people’s lives. Nature published an article quoting economist Jun Rentschler from the World Bank, who said that developers often build settlements on “flood-prone” areas despite knowing about the increasing risk of climate change. Architect Yu Kongjian, who coined the “sponge city” concept, also found 70% of China’s new developments between 1980 and 2010 were in flood plains, the outlet added.
‘BOILING’ CITIES: A report by Sixth Tone revealed how Chinese cities have experienced prolonged periods of higher temperatures over the past 60 years, adding that there has been a correlation between warming and increased heavy rainfall. The outlet said “boiling” is more fitting to describe the “severity of the extreme heat” that Chinese cities endure.
Spotlight
How is China thinking about the just transition as coal jobs decline?
New analysis has found that more than half a million Chinese coal miners could lose their jobs by 2050. In this issue, Carbon Brief explores if and how China’s energy transition could mitigate these job losses – and how that calculus affects local government planning.
How many people work in China’s coal industry?
A new report from thinktank Global Energy Monitor (GEM) estimates that China’s coal industry currently employs more than 1.5 million workers.
This is down from the last official census, conducted in 2018, which counted 3.5 million employees in coal mining and “washing”. (Other estimates put current jobs at 2.6 million.)
Coal job losses are not a new phenomenon in China, with China Dialogue noting that more than 5 million people worked in the industry in 2013. It found that during the “golden decade” of coal between 2004 and 2013, efficiency improvements more than halved the average number of employees per 10,000 tonnes of coal produced.
The colossal scale of the Chinese coal industry was powered by a combination of policies that incentivised rapid expansion, allowing it to gain significant political influence.
In Shanxi, for example, it contributed 29% of the province’s GDP and 46% of tax revenues in 2018, as well as creating significant numbers of jobs.
However, the new analysis by GEM estimates that China could lose more than 500,000 additional coal jobs by 2050, of which more than 240,000 will be in Shanxi alone.
“As China aims to reduce the number of coal mines…it becomes increasingly urgent for the government to…support a just transition in the coal industry,” Dorothy Mei, a co-author of the report, told Caixin.
Alex Clark, PhD researcher at the University of Oxford, told Carbon Brief that coal jobs would be lost even if some local decision-makers prioritise coal expansion and economic growth over decarbonisation.
How have coal job losses affected workers so far?
The challenges facing laid-off coal workers can be seen in the city of Fuxin, once home to Asia’s largest open cast mine. The area was hit by a spate of mine closures in the 2000s.
A photo essay published in 2017 found that former miners in Fuxin found it hard to gain new employment and preferred to give the compensation they received for the closures to their children.
There are “many middle-aged people with little to do”, it added, given the lack of other major employers in the area.
Moving coal workers to other sectors can be challenging, Tim Wright, former professor at the University of Sheffield, wrote, since they are typically older, better paid and based in more remote locations than other low-skilled workers.
NPR reported on a similar decision to close a mine in the northern town of Dalianhe, which led to the loss of 4,000 jobs and wiped out “the town’s main source of revenue”. The mine operator later confirmed its “bold” decision, despite worker protests.
Are coal job losses being replaced by new low-carbon industries?
Although China’s policymakers do not use the term “just transition”, Mengye Zhu, assistant research professor at the University of Maryland’s Center for Global Sustainability (CGS), told Carbon Brief that “does not mean that unemployment is not an important issue”.
In 2016, the central government established a 100bn yuan ($13.7bn) fund to relocate laid-off workers to other sectors. Zhu also pointed to the important function of state-owned enterprises (SOEs) as stable providers of employment.
Meanwhile, local governments are trying to replace coal with low-carbon industry growth. For example, the Fuxin local government invested 600bn yuan ($82bn) in low-carbon energy expansion, which has “created over 5,500 jobs in the region”.
Cambridge Econometrics, expanding on a guest post written for Carbon Brief, calculated that there could be a net creation of 5 million jobs by China’s energy transition nationwide.
But the Asia Pacific Foundation of Canada found that energy transition projects generally have “little interest in centring affected workers and their communities”.
Furthermore, simply moving coal workers into the wind sector, as in Fuxin, may not be replicated with further coal job losses. The Global Wind Energy Council estimated that to meet its wind power targets, China only needs 7,000 additional jobs by 2027.
Zhu stated that, while wind and solar manufacturing could drive job creation, operating the average wind or solar farm needed only 30 employees, compared to around 100 for a 100-200 megawatt coal power plant.
She observed that local governments sometimes resist transition policies “because wind farms employ fewer people than coal”.
Nevertheless, she said, according to unpublished research by CGS, provinces including Yunnan, Gansu, Xinjiang, Inner Mongolia, Qinghai and Sichuan will still gain jobs from the energy transition.
Watch, read, listen
BRI REVIEW: The Environment China podcast featured a discussion with Griffith Asia Institute director Prof Christoph Nedopil-Wang on the effectiveness of the BRI’s shift to focus on low-carbon projects,.
RESOURCE INTENSITY: Newsletter The East is Read translated a speech by Peking University’s Prof Huang Jikun, who argued that “with green development high on the agenda, China’s economic growth needs to shift away from heavy reliance on excessive inputs of resources”.
ASIA GEOPOLITICS: The Oxford Institute for Energy Studies discussed the impact of energy geopolitics on China’s relations with other Asian nations with Muyi Yang, associate director at the Asia Society Policy Institute, and Mohua Mukherjee, OIES senior research fellow.
MANAGING COOPERATION: Journalist and Institute for Human Sciences rector Misha Glenny interviewed China Dialogue founder Isabel Hilton on Chinese politics, competition between China and the west, the need for climate cooperation, the BRI and more.
New science
Researchers have found that the karst areas of southwest China have a greater carbon sequestration potential. Using the Carnegie–Ames–Stanford Approach (CASA) model, they calculated that the development of carbon sinks in the karst areas, enhanced by ecological restoration projects, are more effective at absorbing carbon dioxide from the atmosphere than the broader region. 58.5% of carbon sinks across the karst area exhibited either “increasing trends” in net carbon sequestration or “positive reversals”, which is larger than the overall average of 45.1% for Southwest China.
Emergent constrained projections of mean and extreme warming in China
Geophysical Research Letters
A new study found that its own calculations for 2080–2099 temperatures in China are lower than “raw projections” under the intermediate-emission scenario developed through Coupled Model Intercomparison Project Phase 6 (CMIP6) models. It used an “emergent constraint” framework to obtain constrained average and daily maximum temperature warming figures. This implies that the impact of extreme heat could be lower than that suggested by current raw CMIP6 projections, the study said.
China Briefing is compiled by Anika Patel and edited by Wanyuan Song and Simon Evans. Please send tips and feedback to china@carbonbrief.org.
The post China Briefing 19 October: BRI funding; coal job losses; extreme weather damage appeared first on Carbon Brief.
China Briefing 19 October: BRI funding; coal job losses; extreme weather damage
Climate Change
Big fishing nations secure last-minute seat to write rules on deep sea conservation
As a treaty to protect the High Seas entered into force this month with backing from more than 80 countries, major fishing nations China, Japan and Brazil secured a last-minute seat at the table to negotiate the procedural rules, funding and other key issues ahead of the treaty’s first COP.
The Biodiversity Beyond National Jurisdiction (BBNJ) pact – known as the High Seas Treaty – was agreed in 2023. It is seen as key to achieving a global goal to protect at least 30% of the planet’s ecosystems by 2030, as it lays the legal foundation for creating international marine protected areas (MPAs) in the deep ocean. The high seas encompass two-thirds of the world’s ocean.
Last September, the treaty reached the key threshold of 60 national ratifications needed for it to enter into force – a number that has kept growing and currently stands at 83. In total, 145 countries have signed the pact, which indicates their intention to ratify it. The treaty formally took effect on January 17.
“In a world of accelerating crises – climate change, biodiversity loss and pollution – the agreement fills a critical governance gap to secure a resilient and productive ocean for all,” UN Secretary-General António Guterres said in a statement.
Julio Cordano, Chile’s director of environment, climate change and oceans, said the treaty is “one of the most important victories of our time”. He added that the Nazca and Salas y Gómez ridge – off the coast of South America in the Pacific – could be one of the first intact biodiversity hotspots to gain protection.
Scientists have warned the ocean is losing its capacity to act as a carbon sink, as emissions and global temperatures rise. Currently, the ocean traps around 90% of the excess planetary heat building up from global warming. Marine protected areas could become a tool to restore “blue carbon sinks”, by boosting carbon absorption in the seafloor and protecting carbon-trapping organisms such as microalgae.
Last-minute ratifications
Countries that have ratified the BBNJ will now be bound by some of its rules, including a key provision requiring countries to carry out environmental impact assessments (EIA) for activities that could have an impact on the deep ocean’s biodiversity, such as fisheries.
Activities that affect the ocean floor, such as deep-sea mining, will still fall under the jurisdiction of the International Seabed Authority (ISA).
Nations are still negotiating the rules of the BBNJ’s other provisions, including creating new MPAs and sharing genetic resources from biodiversity in the deep ocean. They will meet in one last negotiating session in late March, ahead of the treaty’s first COP (conference of the parties) set to take place in late 2026 or early 2027.
China and Japan – which are major fishing nations that operate in deep waters – ratified the BBNJ in December 2025, just as the treaty was about to enter into force. Other top fishing nations on the high seas like South Korea and Spain had already ratified the BBNJ last year.
Power play: Can a defensive Europe stick with decarbonisation in Davos?
Tom Pickerell, ocean programme director at the World Resources Institute (WRI), said that while the last-minute ratifications from China, Japan and Brazil were not required for the treaty’s entry into force, they were about high-seas players ensuring they have a “seat at the table”.
“As major fishing nations and geopolitical powers, these countries recognise that upcoming BBNJ COP negotiations will shape rules affecting critical commercial sectors – from shipping and fisheries to biotechnology – and influence how governments engage with the treaty going forward,” Pickerell told Climate Home News.
Some major Western countries – including the US, Canada, Germany and the UK – have yet to ratify the treaty and unless they do, they will be left out of drafting its procedural rules. A group of 18 environmental groups urged the UK government to ratify it quickly, saying it would be a “failure of leadership” to miss the BBNJ’s first COP.
Finalising the rules
Countries will meet from March 23 to April 2 for the treaty’s last “preparatory commission” (PrepCom) session in New York, which is set to draft a proposal for the treaty’s procedural rules, among them on funding processes and where the secretariat will be hosted – with current offers coming from China in the city of Xiamen, Chile’s Valparaiso and Brussels in Belgium.
Janine Felson, a diplomat from Belize and co-chair of the “PrepCom”, told journalists in an online briefing “we’re now at a critical stage” because, with the treaty having entered into force, the preparatory commission is “pretty much a definitive moment for the agreement”.
Felson said countries will meet to “tidy up those rules that are necessary for the conference of the parties to convene” and for states to begin implementation. The first COP will adopt the rules of engagement.
She noted there are “some contentious issues” on whether the BBNJ should follow the structure of other international treaties such as the Convention on Biological Diversity (CBD), as well as differing opinions on how prescriptive its procedures should be.
“While there is this tension on how far can we be held to precedent, there is also recognition that this BBNJ agreement has quite a bit to contribute in enhancing global ocean governance,” she added.
The post Big fishing nations secure last-minute seat to write rules on deep sea conservation appeared first on Climate Home News.
Big fishing nations secure last-minute seat to write rules on deep sea conservation
Climate Change
Climate at Davos: Energy security in the geopolitical driving seat
The annual World Economic Forum got underway on Tuesday in the Swiss ski resort of Davos, providing a snowy stage for government and business leaders to opine on international affairs. With attention focused on the latest crisis – a potential US-European trade war over Greenland – climate change has slid down the agenda.
Despite this, a number of panels are addressing issues like electric vehicles, energy security and climate science. Keep up with top takeaways from those discussions and other climate news from Davos in our bulletin, which we’ll update throughout the day.
From oil to electrons – energy security enters a new era
Energy crises spurred by geopolitical tensions are nothing new – remember the 1970s oil shock spurred by the embargo Arab producers slapped on countries that had supported Israel during the Yom Kippur War, leading to rocketing inflation and huge economic pain.
But, a Davos panel on energy security heard, the situation has since changed. Oil now accounts for less than 30% of the world’s energy supply, down from more than 50% in 1973. This shift, combined with a supply glut, means oil is taking more of a back seat, according to International Energy Agency boss Fatih Birol.
Instead, in an “age of electricity” driven by transport and technology, energy diplomacy is more focused on key elements of that supply chain, in the form of critical minerals, natural gas and the security buffer renewables can provide. That requires new thinking, Birol added.
“Energy and geopolitics were always interwoven but I have never ever seen that the energy security risks are so multiplied,” he said. “Energy security, in my view, should be elevated to the level of national security today.”
In this context, he noted how many countries are now seeking to generate their own energy as far as possible, including from nuclear and renewables, and when doing energy deals, they are considering not only costs but also whether they can rely on partners in the long-term.
In the case of Europe – which saw energy prices jump after sanctions on Russian gas imports in the wake of Moscow’s invasion of Ukraine – energy security rooted in homegrown supply is a top priority, European Commission President Ursula von der Leyen said in Davos on Tuesday.
Outlining the bloc’s “affordable energy action plan” in a keynote speech at the World Economic Forum, she emphasised that Europe is “massively investing in our energy security and independence” with interconnectors and grids based on domestically produced sources of power.
The EU, she said, is trying to promote nuclear and renewables as much as possible “to bring down prices and cut dependencies; to put an end to price volatility, manipulation and supply shocks,” calling for a faster transition to clean energy.
“Because homegrown, reliable, resilient and cheaper energy will drive our economic growth and deliver for Europeans and secure our independence,” she added.
Comment – Power play: Can a defensive Europe stick with decarbonisation in Davos?
AES boss calls for “more technical talk” on supply chains
Earlier, the energy security panel tackled the risks related to supply chains for clean energy and electrification, which are being partly fuelled by rising demand from data centres and electric vehicles.
The minerals and metals that are required for batteries, cables and other components are largely under the control of China, which has invested massively in extracting and processing those materials both at home and overseas. Efforts to boost energy security by breaking dependence on China will continue shaping diplomacy now and in the future, the experts noted.
Copper – a key raw material for the energy transition – is set for a 70% increase in demand over the next 25 years, said Mike Henry, CEO of mining giant BHP, with remaining deposits now harder to exploit. Prices are on an upward trend, and this offers opportunities for Latin America, a region rich in the metal, he added.
At ‘Davos of mining’, Saudi Arabia shapes new narrative on minerals
Andrés Gluski, CEO of AES – which describes itself as “the largest US-based global power company”, generating and selling all kinds of energy to companies – said there is a lack of discussion about supply chains compared with ideological positioning on energy sources.
Instead he called for “more technical talk” about boosting battery storage to smooth out electricity supply and using existing infrastructure “smarter”. While new nuclear technologies such as small modular reactors are promising, it will be at least a decade before they can be deployed effectively, he noted.
In the meantime, with electricity demand rising rapidly, the politicisation of the debate around renewables as an energy source “makes no sense whatsoever”, he added.
The post Climate at Davos: Energy security in the geopolitical driving seat appeared first on Climate Home News.
Climate at Davos: Energy security in the geopolitical driving seat
Climate Change
A Record Wildfire Season Inspires Wyoming to Prepare for an Increasingly Fiery Future
As the Cowboy State faces larger and costlier blazes, scientists warn that the flames could make many of its iconic landscapes unrecognizable within decades.
In six generations, Jake Christian’s family had never seen a fire like the one that blazed toward his ranch near Buffalo, Wyoming, late in the summer of 2024. Its flames towered a dozen feet in the air, consuming grassland at a terrifying speed and jumping a four-lane highway on its race northward.
A Record Wildfire Season Inspires Wyoming to Prepare for an Increasingly Fiery Future
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