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
China’s first-ever pledge to cut emissions
NEW CLIMATE TARGETS: In a video address to the UN last week, China’s president Xi Jinping personally pledged to cut his nation’s economy-wide greenhouse gas emissions to 7-10% below peak levels by 2035, while “striving to do better”, reported state broadcaster CCTV. Sky News called it a “landmark moment”, saying that this marked the first time China “made a commitment to cut its greenhouse gas emissions”. The announced target, along with other commitments such as expanding wind and solar power capacity to more than six times 2020 levels, will be included in China’s 2035 “nationally determined contribution” (NDC) under the Paris Agreement, which has not yet been submitted, reported BBC News. Carbon Brief published a detailed analysis of the announcement and hosted a webinar with climate policy experts to discuss their assessments. More details of the webinar can be found below.
AMBITION CRITICISM: In an article for Just Security, Sue Biniaz, former US principal deputy special envoy for climate, wrote that “at and around the UN event, the chatter regarding the announcement was generally negative”, adding that the announced target was “even lower than expected”. EU climate chief Wopke Hoekstra described China’s new climate pledge as falling “well short of what we believe is both achievable and necessary”, reported Reuters. In response, China accused the EU of “being slow to act on its own climate targets”, according to another Reuters report. The outlet said that Hoekstra’s “criticism of China’s new climate pledges shows ‘double standards and selective blindness’, China’s foreign ministry said on Friday”.
-
Sign up to Carbon Brief’s free “China Briefing” email newsletter. All you need to know about the latest developments relating to China and climate change. Sent to your inbox every Thursday.
MEDIA REACTION: Media outlets including the Guardian and the Times raised questions about the ambition of the target. Similarly, Bloomberg said it was “seen as too modest to put the nation on a path to net-zero and galvanise global climate action”. An editorial in state-run newspaper China Daily, however, called the target a “milestone in the nation’s long-term road map toward green, low-carbon development”. Li Shuo, director of the China Climate Hub at the Asia Society Policy Institute, wrote in a comment for the New York Times that China’s targets “may seem tepid”, but “beneath them is a bold wager: that steady action, powered by industrial strength and vision shielded from political volatility, will ultimately do more to contribute to the global climate effort than lofty, fickle promises ever could”.
Electricity demand growth slowed
PRESSURE DROP: The rate of growth in China’s electricity demand slowed in August, with “cooler” weather helping to “take some pressure off the grid”, reported Bloomberg, citing official data. The outlet added that electricity consumption rose 5% in August, compared with 8.6% in July and 5.4% in June. Still, China’s electricity demand in both July and August exceeded 1,000 terawatt hours – the first time this happened globally, said Chinese finance media outlet Cailianpress. According to a report by the China Electricity Council, China’s “electrification rate” has already surpassed that of “major developed economies in Europe and the US”, wrote China Energy Net.
MARKET PRICE: Two coastal provinces, Guangdong and Shandong, have used China’s new market-based pricing system for renewables to “steer clean-energy investment to the areas that suit them best, reported Bloomberg. According to the outlet, Guangdong, which is “surrounded by relatively shallow waters”, offered “generous rates to offshore wind”. In Shandong, the pricing system was used to “correct course and reduce a glut of solar power that has built up over the years”, added the outlet.
Steel to face new controls
CAPACITY CURBS: China has released a work plan for 2025-26 to “ban new steel capacity and reduce production, in the latest move to help balance supply and demand”, reported Bloomberg. The plan came after Beijing promised to cut steel output at the Two Sessions in March, according to the outlet. It also called for “significantly enhancing green, low-carbon and digital development levels” of the country’s steel sector, according to the industry news outlet BJX News. Financial media outlet Caixin said “more than 80% of China’s crude steel production capacity has completed ultra-low-emission retrofits, according to the China Iron and Steel Association”.
ETS EXPANSION: Meanwhile, the Ministry of Ecology and Environment issued draft allowance plans for the steel, cement and aluminium sectors for 2024 and 2025 in its national emissions trading scheme (ETS), reported Cailian Press. (The ETS was expanded to these sectors from 2024 in a draft policy, published late last year and covered by Carbon Brief. The expansion, which means that the ETS covers 60% of China’s emissions, rather than 40% previously, was confirmed in March.) Meanwhile, a report published by the State Council said that a total of 189m tonnes of carbon dioxide was traded on the ETS in 2024, according to Xinhua.
Typhoon Ragasa
DAMAGES IN ASIA: Nearly two million people in southern China had to be “relocated” after Typhoon Ragasa made landfall in Guangdong province last Wednesday, reported state news agency Xinhua. BBC News described the typhoon as the “world’s strongest storm this year” and said “a month’s worth of rain” was expected in the city of Zhuhai in one day. In the wider Asia-Pacific region, dozens of people were killed, while flights as well as businesses were also strongly affected, said the Financial Times.
CLIMATE CHANGE: Ragasa was intensified by “unusually hot oceans”, which can be linked to climate change, according to “preliminary studies” covered by the Hong Kong Free Press. “Rapid attribution” analysis by the French research group ClimaMeter concluded that cyclones such as Ragasa are around 10% wetter than they would have been in the past, added the outlet. Benjamin Horton, dean of the school of energy and environment at City University of Hong Kong, also linked Ragasa to climate change, saying extreme weather events “should not be happening at such regularity, so late in the season, of such intensity, of such high winds and of such big storm surges”, according to the SCMP.
40%
The share of China’s total solar capacity in 2024 made up by distributed photovoltaics – typically installed on rooftops – according to a report from the International Energy Agency, which said the share was up from 30% four years earlier. The report added that the “stock of electric cars grew by more than 650% over the same period”.
Spotlight
Experts: What China’s new climate pledge means for the world
Last week, president Xi Jinping announced several new pledges that will be included in China’s upcoming 2035 nationally determined contribution (NDC).
Carbon Brief held a webinar with several experts on what the new announcement means for China’s climate trajectory and the global energy transition. Below are the highlights of their answers. A recording of the webinar is available on the Carbon Brief website.
Ryna Cui, associate director and associate research professor at the University of Maryland Center for Global Sustainability
Our assessment of a plausible high ambition pathway for China [showed it] delivering a 27-31% reduction in total greenhouse gas emissions by 2035…In addition, we also model[led] a current policy pathway for China, which…also achieve[d] a 10-14% reduction…Both scenarios suggest a larger reduction compared to the 7-10% overall emission reduction target.
…
Under our current policy scenario for 2035, wind and solar total installed capacity is over 4,000 gigawatt (GW). It is over 4,700 gigawatt under a high ambition [scenario]. [The target announced by Xi is for 3,600GW by 2035.]
…
The non-fossil share of total primary energy…is 40% [under current policies] and 48% [under high ambition], compared to the 30% target announced [by Xi].
Lauri Myllyvirta, lead analyst and co-founder at the Centre for Research on Energy and Clean Air
At [China’s] rate of clean-energy growth, there is no more space for…coal, in general, to grow. So if you were to announce targets of 20-30% reduction in carbon dioxide, then you have to recognise that there’s going to be a major downsizing of the coal industry.
That seems to be a decision that China’s leadership is still postponing. Are you going to put reins on this clean-energy boom, or are you going to accept that the coal industry has to start downsizing in a big way?
…
These targets really, to me, show that the leadership was not prepared to resolve that conflict and say that coal is the one that has to give.
Anika Patel, China analyst at Carbon Brief
[In terms of what’s next,] one of the big signals…is COP30. What else will be announced that could signal China’s relative level of climate ambition?
Will there be quantitative targets placed on things like climate finance?…Will there be more announcements around south-south cooperation? What will China’s signaling on fossil fuels – especially coal – in the final COP30 outcome be?
…
At the same time, we’ve got the 15th five-year plan coming up…We’re expecting a new set of overarching targets for 2026-2030, and traditionally there have always been a couple of climate targets [among the plan’s headline targets]. From that, we can expect to start seeing signals about what the level of climate ambition for the next five years will be.
Li Shuo, director of the China Climate Hub at the Asia Society Policy Institute
There has been a very strong alignment now in the Chinese system between its decarbonisation goals and its economic development agenda…I think that strong alignment is what will propel the country to cut more carbon over time.
I also think that when you begin to realise [that]…you will then begin to realise it is not necessarily just the [state-level] EU-China climate relationship…[or] COPs that we should pay attention to. New actors are emerging.
We need to pay attention to BYD [and] CATL. We need to pay attention to [low-carbon commercial and investment activity in] Brazil…[and] Indonesia. Those factors and actors, over the next ten years or so, will begin to drive carbon-emission reduction in a more significant and meaningful way than countries’ NDCs.
Watch, read, listen
‘NEW ENERGY’: A comment on the “high-quality development” of China’s “new energy” sector was published by the Communist party’s Study Times – an official newspaper edited by the central school of the Chinese Communist party – under the byline of Wang Hongzhi, head of the National Energy Administration.
HIGH-LEVEL COMMENT: The Communist party-affiliated newspaper People’s Daily published an article under the byline Zhong Caiwen, used to indicate party leaders’ views on economic affairs, saying “green development is the defining feature of China’s high-quality economic growth”.
EXTREME WEATHER: Chinese media outlet 21st Century Business Herald conducted an interview with Xu Xiaofeng, former deputy director of the China Meteorological Administration and president of the China Meteorological Service Association, who talked about the “high intensity of extreme weather events” under climate change.
CARBON MARKETS: Ma Aimin, former deputy director of the National Centre for Climate Change Strategy and International Cooperation, told Jiemian that China’s carbon market (ETS) needed to enhance its “trading activity” and that the next two years will be a “critical period” for voluntary carbon trading (CCERs).
New science
Development policy affects coastal flood exposure in China more than sea-level rise
Nature Climate Change
Exposure to coastal flooding in China over the 21st century will depend more on “policy decisions” than the rate of sea-level rise, according to new research. The authors combined simulations of population and land use changes with flood models that incorporate factors such as sea level rise and storm surges. They said their paper offers a “more nuanced understanding of coastal risks” than other existing assessments.
Spatiotemporal patterns and drivers of wildfire CO2 emissions in China from 2001 to 2022
Atmospheric Chemistry and Physics
Annual CO2 emissions from forest and shrub fires in China decreased over 2001-22, but increased for cropland fires, a new study found. The analysis noted that the upward trend in cropland fire emissions is primarily in the country’s north-east and is “closely linked to region-specific straw-burning policies”. The researchers found that emissions from grassland fires remained relatively stable over the two decades assessed.
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 2 October 2025: China’s new pledge; electricity demand slows; steel overcapacity appeared first on Carbon Brief.
China Briefing 2 October 2025: China’s new pledge; electricity demand slows; steel overcapacity
As an extreme El Niño breaks marine temperature records, COP31 is set to boost the profile of the ocean’s role in solving climate change, but finance and clear conservation measures will be needed for it to move the needle, experts said.
The Turkish presidency has announced plans for an Antalya Ocean Declaration that recognises the centrality of the global ocean – the world’s largest carbon sink – in regulating the climate and minimising the now unavoidable overshoot of global temperatures above 1.5C over pre-industrial levels.
Meanwhile, as part of the formal UN negotiations, Australia has announced plans to land a cover decision in Antalya, which, according to veteran former US negotiator Sue Biniaz, would be the only section of the formal negotiations where the role of oceans could be included.
She added that an outcome at COP31 seems likely, given the initiative from both presidencies and a push from over 100 countries – including Brazil, the EU and the African Group of countries – calling for the UN negotiations to deliver a plan for implementing ocean measures.
Governments will arrive in Antalya with a “super El Niño” adding stress to marine ecosystems and expected to continue to intensify until December 2026, with parts of the Pacific averaging almost 30C (86F) – over 3C more than normal – in October, according to monthly EU sea temperature data.
-
COP31 Briefing: What to expect from the Antalya climate summit?
Electrification, the fossil fuel transition, adaptation to rising impacts, climate science and trade are key themes as governments gather for COP31 in Türkiye -
European nations signal support for fossil fuel roadmap, says COP30 president
André Corrêa do Lago told Climate Home News that it’s up to other nations to decide how the fossil fuel and deforestation roadmaps are used -
Nepal seeks stronger recognition of mountain issues in UN climate process
Flood-hit Nepal wants COP31 to adopt a new agenda item formalising work on mountains and climate change and boosting the response to rising risks
Needs for ocean conservation and funding
While elevating the ocean agenda is “critical”, it must lead to funding for ocean conservation and a clear plan for reaching the global target – set at UN biodiversity talks in 2022 – of protecting 30% of the global ocean by 2030, said Pradeep Singh, senior ocean governance expert at Oceano Azul Foundation.
The ocean is precisely where governments are farthest off track from meeting this target – informally known as the 30×30 goal. Even if countries meet all their nature conservation plans, only about 12% of the global ocean would be protected, the UN says.
“Acknowledgment of marine protected areas and the 30×30 target as climate infrastructures will certainly boost efforts and funding for science and management,” Singh told Climate Home News.
Shamini Selvaratnam, director of international climate and clean energy at Ocean Conservancy, said an ocean commitment that makes a difference in coastal communities “takes funding, local capacity and support that countries can actually access”.
An analysis by climate think tank Zero Carbon Analytics shows that investment in the blue economy – through activities like sustainable fisheries or cleaner shipping – is only at about 2% of the needs, which are estimated at $550 billion per year.
Following-through on commitments
Selvaratnam added that countries must also establish mechanisms to follow through on these measures, which currently only exists in the form of a non-binding dialogue that is not expected to produce any negotiated agreements.
She said that countries at COP31 must find ways for their ocean commitments to inform the next global stocktake, the UN’s five-yearly review of progress on climate action. Some countries – including African countries, Latin American nations, small island states and the European Union – have backed a process that culminates in the next global stocktake.
At climate negotiations, countries are not mandated to include ocean conservation measures in their climate plans. But a group of countries led by France and Brazil is pushing them to do so voluntarily through an initiative called Blue NDC Challenge. Seventeen countries have joined the initiative so far.
In its list of COP31 priorities, the EU has called for the “critical role” of oceans to be recognised, but falls short of calling for any specific actions to feature marine action more prominently in climate plans.
As part of their demands, ocean campaign groups have called for the establishment of an “Antalya Ocean Compact”, a platform where countries can coordinate efforts across different environmental treaties, including the UN climate, biodiversity and high seas negotiations.
Ultimately, Selvaratnam said a strong deal “must accelerate emissions cuts, clean energy, and a transition away from fossil fuels, including offshore oil and gas”.
Ilana Seid, chair of the AOSIS group of small island states and permanent representative of Palau to the UN, said during a press briefing last week that “meaningful progress” on emissions reduction is “the best way” to alleviate stress on the ocean.
The post ‘Blue COP31’ set to spotlight need for ocean protections amid record heat appeared first on Climate Home News.
‘Blue COP31’ set to spotlight need for ocean protections amid record heat
In the wake of its recent glacial flooding disaster, Nepal and the kingdom of Bhutan have proposed a new agenda item on mountains and climate change for the COP31 summit which opens on Monday in the Turkish city of Antalya.
In a submission addressed to the COP31 presidency and the head of the UN climate secretariat (UNFCCC), Nepal said the agenda item, entitled “1.5°C Warming in Mountains”, is an effort to strengthen the response of the international community to the climate risks facing the world’s mountain regions.
The item proposes that mountain issues should become a regular part of the formal UN climate change process, with a focus on scientific assessment of the risks associated with warming overshooting 1.5C, an annual high-level dialogue, a dedicated work programme and improved access to climate finance.
Maheshwar Dhakal, chief of the climate change management division of Nepal’s Ministry of Agriculture, Forests and Environment, told Climate Home News that Himalayan countries face similar problems such as collapsing glaciers and flooding from glacial lakes.
“We are trying to bring all Himalayan countries together under this agenda item,” he said.
COP31 Briefing: What to expect from the Antalya climate summit?
At this year’s UN General Assembly, Nepal’s Prime Minister Balendra Shah called for strong global action to ensure climate justice and proposed creating a Himalayan Climate Resilience Mechanism led by India, China and Nepal. It would share satellite data, monitor glacial slopes and lakes, strengthen early warning systems and coordinate cross-border disaster response.
Nepal has experienced significant infrastructure losses and human casualties from flooding every year since 2020. In late August, the collapse of a glacial slope on the border with Tibet caused a torrent of water and debris to course down the Bhote Koshi River, leaving more than 6,000 people dead or missing.
According to a government needs assessment, the disaster caused an estimated $2.7 billion in physical damage and economic losses, while around $4.8 billion will be required for recovery and reconstruction.
More research needed on threats
Although high mountain regions are known to be fragile ecosystems, especially as global warming accelerates glacier melt, the extent of their vulnerability is still not fully understood. When the devastating Bhote Koshi floods hit, it opened the eyes of the world to the risks.
Dhakal said the Bhote Koshi floods “have proved the impacts of climate change in the Himalayan region”, which were linked to rising temperatures by scientists with the World Weather Attribution group. “Therefore, Nepal wants scientific studies, research and political discussions on mountain climate risks to receive greater attention at international climate conferences,” he added.
Nepal has been making efforts on this front since 2009, when it held a cabinet meeting at Kalapatthar near Mount Everest. Since COP28 in Dubai, Nepal has organised high-level events and dialogues on mountain issues at COPs and is co-hosting one at COP31 with Bhutan, Pakistan, Kyrgyzstan and Tajikistan.