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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

Emissions fell in first half

POWERING THE TRANSITION: China’s carbon dioxide (CO2) emissions fell 1% year-on-year in the first half of 2025, new analysis for Carbon Brief found, extending a decline that began in March 2024. Power sector emissions fell by 3% during this period, as growth in solar power alone matched the 170 terawatt-hour (TWh) rise in electricity demand, the analysis said. It noted that the sector’s coal use fell 3.4% year-on-year, while gas use increased by 6%. The analysis added that, even if China’s emissions fall in 2025, it will likely miss multiple climate targets this year, such as carbon intensity.

DEMAND UP, PRICES DOWN: Reuters reported that in July, which is not covered in the Carbon Brief analysis, China’s fossil-fuelled power generation “rose 4.3%…from a year earlier”, due to high cooling demand. Extreme heat continued to push power demand to new highs in early August, China Energy News said, with China seeing record demand continuously over 4-6 August. At one point demand reached 1,233 gigawatts, it added. Business news outlet Caixin reported that, despite this, power was “actually getting cheaper in some regions”, driven by the “growing share of renewables in the power mix”.

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‘SHORT-TERM SHOCKS’: Extreme heat, heavy rains and floods “caused short-term shocks to economic operations”, Singapore-based outlet Lianhe Zaobao quoted a government official as saying. “Bad weather” specifically affected “steel and coal output”, according to Bloomberg, with the coal industry “also contending with government inspections”. The government will allocate 100bn yuan ($14bn) to “support businesses hit by natural disasters”, Reuters said.
PETROCHEMICALS RISING: The only major sector that saw growth in emissions during the first half of 2025 was the chemicals sector, the Carbon Brief analysis said, rising around 47% year-on-year. At least one segment of the industry is “set to expand by almost half between now and 2028”, Reuters cited a representative of oil giant Sinopec as saying. Meanwhile, state news agency Xinhua said Sinopec is “promoting the construction of a Beautiful China through the development of a beautiful petrochemical industry”.

Clean-tech exports stayed strong

OVERSEAS GROWTH: China’s exports of clean-energy technologies “rose further in July”, Caixin said, with Chinese lithium-ion battery and electric vehicle (EV) exports in the first seven months of 2025 rising around 26% year-on-year, by value. Solar cell exports also rose 54% in terms of volume over this period, it noted, although by value they “fell 23%”. Industry outlet PV Magazine said that China’s exports of solar cells and wafers had “increased significantly”, but that exports of panels declined. Meanwhile, the government has held its second meeting in two months with solar industry representatives on curbing overcapacity, Reuters said. Elsewhere, the Hong Kong-based South China Morning Post (SCMP) covered new research finding that, in 2024, Chinese EV companies invested more overseas than they did in China “for the first time”.

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‘PRAGMATIC’ ON CLIMATE: Chinese ambassador to the UK Zheng Zeguang argued China and the UK should work “more closely” to address climate change, in a Guardian commentary. (Zheng has also become China’s first permanent representative to the London-based International Maritime Organization, according to Xinhua.) In response to an article by UK government adviser Chris Stark saying that the UK should join China in becoming an “electrostate”, the Global Times published an editorial saying the UK’s energy transition “hinges on pragmatic cooperation” with China. Meanwhile, President Xi Jinping said China and Brazil should “ensure the success” of COP30, Xinhua reported.

CHINA’S SECURITY CONCERNS: China’s third-largest hydropower station has “fully transitioned away” from using western-made chips due to “national security and supply chain resilience concerns”, SCMP reported. The government also issued a notice on “strengthening” supervision of smart EVs, International Energy Net said, including software updates. China’s exports of permanent magnets and other rare-earth products “extended their recovery in July”, Bloomberg said, with export volumes rising 69% from a month earlier. The country is also warning foreign companies not to “stockpile rare earths and derived products such as magnets”, the Financial Times reported.

National ecology day

GREEN TO GOLD: China must “adopt green development approaches to grow our mountains of gold and silver”, Premier Li Qiang said, according to energy news outlet International Energy Net, at an event marking national ecology day. The event was also held on the 20th anniversary of President Xi Jinping’s speech in Zhejiang province, in which he emphasised that “lucid waters and lush mountains are invaluable assets”. [Read more on Xi’s “two mountains” theory in this analysis by Carbon Brief.] Li added that China must “steadily promote the green and low-carbon transformation of industries” and “collaborate with all parties to…address climate change”, it said.

OFFICIALS SPEAK: Speaking a few days earlier, Chinese climate envoy Liu Zhenmin told a conference that “green and low-carbon innovation… [is] the new engine driving global economic growth”, the state-run newspaper China Daily reported, adding that he “attributed much of [China’s energy] transformation to the ‘two mountains’ theory”. National Development and Reform Commission head Zheng Shanjie wrote an essay on the theory for the ideological journal Research on Xi Jinping Economic Thought, saying China must “coordinate efforts to reduce carbon emissions, mitigate pollution, expand green spaces and promote economic growth”. Environment minister Huang Runqiu also said this in a speech broadcasted by the Communist party-affiliated newspaper People’s Daily, adding that the tasks “may seem independent, but are actually closely interconnected”.

MEDIA REACTIONS: State media also issued commentaries on the theory, with the People’s Daily publishing a “Ren Ping” commentary – a byline indicating the article reflects party leaders’ views – saying it is a “beacon” for “global green development”. A People’s Daily commentary under the byline He Yin – which similarly signals that the article reflects party leaders’ views on international affairs – said the theory “contributes Chinese wisdom and solutions to building a clean and beautiful world”. An editorial in the state-supporting Global Times said: “Especially at a time when climate change is an urgent global challenge, [the theory] is timely, visionary and inspiring.”

Draft policies and pilot projects

COUNTING CARBON: The Ministry of Ecology and Environment (MEE) issued four more draft methodologies for China’s voluntary carbon market, three of which address “gas recovery and utilisation” from oil- and gas-fields, BJX News reported. The MEE also published a draft revision to guidelines for provincial greenhouse gas inventories that aims to “enhance the scientific rigour, standardisation and practicality” of compiling the documents, another BJX News article said. Meanwhile, China will also develop “national carbon measurement centres” to help support the development of carbon measurement capabilities, finance outlet EastMoney said.

‘GREEN FUELS’: Meanwhile, China has established nine pilot projects to develop “green fuels” including ammonia, methanol and ethanol, finance news outlet Yicai said, adding that many of the projects use “green hydrogen as a raw material to produce” the chemicals. Separately, China’s National Energy Administration (NEA) said in a statement that it placed “great importance on the development of green liquid fuels”, with co-firing in coal-fired power plants an “important pathway…to achieve low-carbon development”, BJX News reported. According to another BJX News article, the NEA also said it attached “great importance” to the gas-power industry and would continue to plan new “peak-shaving gas-fired power plants”.

OTHER POLICIES: Elsewhere, the NEA released draft guidelines for “assessing the capacity of power grids to accommodate distributed power sources”, BJX News said. Guangdong has become the first province in China to “recognise greenhouse gas emissions quotas as legal collateral for loans”, Yicai reported. Xinhua reported that the China Consumer Association has issued draft guidelines for “green consumption” that explore how “every green consumption choice can contribute to significant emission reduction effects”.

Spotlight

Guest spotlight: How China could decarbonise its cement industry

China could use a “whole-of-system” approach to decarbonise its cement industry, according to a report released today by thinktank Climate Analytics.

In this issue, report author James Bowen, Climate Analytics climate and energy policy analyst, examines how China could reduce the sector’s country-sized emissions.

China’s challenge in managing the carbon dioxide (CO2) emissions accompanying its economic rise is best illustrated by cement.

From about 200m tonnes (Mt) in 1990, Chinese cement production – almost all of which is domestically consumed – climbed to 2.5bn tonnes (Gt) in 2014 and has remained near this level for about a decade.

Its cement sector now emits more than the entire economies of all but three countries other than China itself – more than 1.2bn tonnes of CO2 (GtCO2) a year.

Cement decline significant but not enough for 1.5C

China’s main cement emissions challenge is that it continues to use far more cement and cement products per person than most countries.

Cement demand is now entering sustained decline as China’s economy restructures. Based on current trends, national production could drop below 1Gt by 2050.

But analysts have estimated that in addition to cutting demand – potentially even further than expected by 2050 – the emissions per unit of production would also need to fall, to align with the goals of the Paris Agreement.

Specifically, they estimate that emissions per unit would need to fall to around 360kg of CO2 per tonne by 2030 and 55-90kg by 2050. If each tonne of future Chinese cement continues to generate about 550kg of CO2, as at present, then the sector will remain well off this pace.

This task is formidable. Cement is an inexpensive, high-performance building material with widely available feedstocks.

About 90% of its emissions come from producing clinker – a key ingredient.

Chart: Cement accounts for a higher-than-average share of emissions in China, despite being less carbon-intensive
Table comparing China’s cement production benchmarks with the global average. Source: Climate Analytics.

Unavoidable process emissions account for the majority of these emissions. But producers globally have also not yet managed to eliminate the remainder of clinker emissions, which result from heating cement kilns.

Cement’s emissions intensity in China has also rebounded since 2015, driven by new restrictions on cement with lower clinker content, due to quality concerns.

Many areas of past emissions-reduction success in China’s cement sector, such as energy efficiency, are approaching their technical limits.

These challenges help explain why carbon capture, utilisation and storage (CCUS) remains prominent in cement net-zero roadmaps globally.

But CCUS remains expensive and underperforming, given relatively little improvement in learning rates and related cost reductions. Plans to deploy CCUS therefore present a risk of diverting attention from cheaper and more effective abatement options – or failing to deliver as expected. This could sustain considerable mid-century residual emissions, jeopardising net-zero goals.

A ‘whole-of-system’ approach

An alternative “whole-of-system” approach could help China meet its cement emissions challenge more cheaply, without relying so heavily on the promise of CCUS.

This could include enhanced cement demand reduction, such as by extending building lifespans; optimising how concrete is designed and used; using alternative materials – such as timber – where appropriate; and reducing and reusing construction waste.

It could also include accelerating uptake of lower-carbon production technologies, such as alternative cement kiln fuels, electrified kiln heating, as well as low-clinker and alternative binder cements.

A wide range of policy support could advance this whole-of-system approach, including by ensuring a just transition for cement workers and impacted communities.

China has said it is working to include cement in the national emissions trading system (ETS) by 2027.

China could also incentivise companies to use less clinker by adopting a cement-based ETS benchmark, rather than a clinker benchmark, which has encouraged EU firms to continue using the carbon-intensive material under the region’s own ETS.

China could also displace coal from kiln heating, by adopting European-like measures to encourage the use of biomass or waste-derived fuels.

Meanwhile, reform in areas including industry standards, finance, market access and research and development could accelerate adoption of other low-emissions technologies and processes.

Watch, read, listen

WINNING ON STEEL?: China is gradually putting the conditions in place to become a world leader in developing low-carbon steel, according to Canary Media.

TRANSMISSION OMISSION: Jiemian explored how limited transmission capacity and “pricing discrepancies” is hampering China’s development of sending low-carbon power across provinces.

CHINA’S RISE: The Asia Society broadcasted a panel event from its summer summit discussing the factors behind China’s rise as a leader in new-energy and other technologies.

INDUSTRIAL DECARBONISATION: The Institute for Global Decarbonization Progress assessed key steps for improving China’s ability to tackle industrial emissions through zero-carbon industrial parks, informed by an expert dialogue.


15

The number of people who died during flooding in northern China’s Gansu province in early August, China Daily reported.

13

The death toll of flooding this week in Inner Mongolia, another northern province, according to Reuters.


New science 

Increasing tropical cyclone residence time along the Chinese coastline driven by track rotation

npj Climate and Atmospheric Science

Tropical cyclones now spend “substantially” more time travelling along China’s coastal regions than they did in the 1980s, according to new research. The study found that tropical cyclones travelling along the coast of China have “become more parallel to the coastline since the 1980s” and the amount of time they spend travelling along the Chinese coast has increased by 2.5 hours per decade during this period. It added that these changes have “led to prolonged durations of heavy rainfall in the coastal regions”.

Avoided CO2 emissions in China’s power sector by structural change and efficiency gain: An electric generating unit level analysis

Resources, Conservation and Recycling

A new study estimated that the average carbon intensity of the electricity used in China fell from 983 grams of carbon dioxide per kilowatt-hour (gCO2/kwh) in 1997 to 545gCO2/kwh in 2022, “cumulatively avoiding 15.8bn tonnes of potential CO2 emissions”. The study used electric-generating unit level data and decomposition analysis to evaluate the effects of different decarbonisation policies on power plants. It found that changes to the fuel mix in China’s coal-fired power plants, reductions in the amount of heat energy needed to generate electricity and deployment of large-sized plants contributed most to reducing carbon emissions.

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 21 August 2025: China’s CO2 decline; ‘Two mountains’; China’s cement challenge appeared first on Carbon Brief.

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Climate Change

Human security relies on adapting to the world’s new climate reality

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Cristina Rumbaitis del Rio is a senior advisor on adaptation and resilience with the United Nations Foundation and Mattias Söderberg is global climate lead at Danish NGO DanChurchAid.

Recent extreme events – from wildfires and heatwaves in Europe to flash flooding following a glacier collapse in Nepal – have shocked and devastated communities, bringing years of warnings about such climate impacts to the doorstep of communities around the world.

One thing is certain: the new climate reality is here – and the adaptation strategies designed for yesterday’s world are no longer sufficient.

Attribution science has since shown that the hotter and more frequent heatwaves we’re experiencing around the world would have been virtually impossible without today’s high concentrations of greenhouse gases in the atmosphere. Climate shocks are now so severe that they reverberate through supply chains, food and water systems, financial markets and the movement of people.

    They must be a catalyst for a new way of thinking about adaptation and resilience, and how we finance solutions that work. A failure to invest in adaptation in one region can create costs far beyond it, which is why the concept of shared resilience is critical for leaders to grasp.

    Investment not charity

    At the UN General Assembly (UNGA 81) this month, leaders have an opportunity to translate today’s urgency into concrete commitments on adaptation and loss and damage finance ahead of COP31.

    Those commitments are needed to underpin global stability, shared prosperity and human security. Governments should use this moment to show what a new response looks like: finance that reaches communities faster, supports locally grounded solutions, strengthens national systems, and helps countries prepare before the next shock arrives.

    If we want sustained economic growth, food and water security, and resilient and prosperous societies across every region, adaptation must be at the heart of today’s development and security agenda. It cannot be just a future planning consideration or a narrow issue for climate ministries. Adaptation is now everyone’s business – and it must be financed fast and fair.

    UN Secretary-General António Guterres has repeatedly framed climate finance as an investment rather than charity, warning that “a world in climate chaos cannot be a world at peace” and describing human security as freedom from the chronic and sudden disruptions that climate change multiplies.

    What’s more, adaptation delivers a real return-on-investment, with researchers estimating that every dollar invested produces $10 in benefits, saving lives, protecting livelihoods, and reducing the costs of future disasters.

    Hitting adaptation limits

    The urgency to scale adaptation systematically is growing. The newly released “Limiting Overshoot” report from the UN Environment Programme (UNEP) confirms what scientists have long warned: exceeding global warming of 1.5C is now unavoidable under current policies. Yet, how high temperatures rise – and how long the world remains above the 1.5C threshold – will determine whether communities, economies and entire ecosystems can keep pace.

    There are limits to adaptation. When we breach those limits, lives and livelihoods are lost, and people and ecosystems suffer greatly. We cannot simply build yesterday’s infrastructure a little stronger and assume it will be enough.

    Nepal flood destruction shows “limits to adaptation”, scientists say

    We need to fundamentally change the systems that determine how societies anticipate, absorb and recover from both immediate and evolving non-linear climate shocks. This includes transforming physical systems, such as infrastructure, and the governance systems that affect where and how we live to how we maintain our health and wellbeing.

    Finance today is nowhere near the scale of the challenge.

    The UNEP “Adaptation Gap Report 2025” estimates the shortfall in adaptation finance in developing countries at $284 billion–$339 billion a year – roughly 12 to 14 times current international public flows of around $26 billion. That gap is a development, economic and human security problem, especially for the most vulnerable populations who have contributed the least to causing the climate crisis.

    Building resilience into financial systems

    There are already signs of what a more systemic adaptation response could look like. Communities around the world are delivering practical solutions at local level, even as adaptation finance remains notoriously, and appallingly, difficult to access. Cyclone-resistant homes, local forecasting capacities, drought-resistant crops, heat insurance for pregnant informal workers and mangrove restoration are rooted in local knowledge and lived experience, while delivering benefits far beyond the communities where they originate from.

    But local innovation alone is not enough; the systems around it need to be resilient too.

    Jamaica offers one example. The country has built a multi-layered disaster-risk financing framework, including a catastrophe bond and contingency funds, through sustained fiscal discipline and proactive investment. Its debt-to-GDP ratio fell from around 147% in 2012 to around 62% in 202-25. That groundwork matters when disaster strikes.

    Hurricane Melissa’s destruction shows need for climate resilience push

    Following Hurricane Melissa, Jamaica was able to secure billions of dollars in reconstruction financing from multilateral banks – finance that might otherwise have been much harder to access. The lesson is clear: resilience can be built into the financial architecture of a country before a crisis arrives. That is the shift we now need to make at scale.

    The foundations already exist – in Kingston’s fiscal reforms, in early-warning systems from the Sahel to the Pacific, and in every community that adapted before disaster struck. What is still missing is the political will, and the finance, to take what works and put it to work everywhere, at the speed our world’s new climate reality demands.

    To hear more on this issue from high-level officials and experts, sign up for this event during Climate Week NYC, at 8am EDT on September 24 (in person or online), moderated by Climate Home News Editor Megan Rowling: Adapting to the New Climate Reality: Why Accelerating Impacts Demand New Responses.

    The post Human security relies on adapting to the world’s new climate reality appeared first on Climate Home News.

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    Climate Change

    Framing the climate science debate as a binary battle isn’t just wrong – it’s dangerous

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    Lidy Nacpil is the coordinator of Asian Peoples’ Movement on Debt and Development (APMDD).

    Recent reporting on international climate negotiations has highlighted a sharpening divide within civil society and multilateral diplomacy. A troubling, simplistic narrative has taken root: that the UN climate process is witnessing a binary struggle between defenders of science and those attacking it.

    This framing is not only inaccurate; it is dangerous. Characterising a substantive methodological and political debate in these terms misdiagnoses the stakes and stirs conflict instead of clarity.

    No one disputes that climate action must rest on science. Science tells us what has led us to the climate crisis – the accumulation of historical emissions – and how much carbon budget remains if we are to keep temperature rise below 1.5C. It tells us how much global emissions must drop, and how fast. Science is also essential in assessing each country’s historical contribution to the accumulation of greenhouse gases in the atmosphere.

    Responsibility, however, must also be based on capacity. For those who generated the largest share of historical emissions, that capacity includes the enormous wealth and economic power accumulated through the same fossil-fuel-intensive development that generated those emissions.

    As science comes under attack at UN talks, climate movement splits over how to respond

    While principles that should guide human action aren’t scientific questions – they are matters of values – applying them to real-world problems requires scientific grounding. Equity recognises the scientifically established reality of differentiated responsibilities among countries and within societies. Putting equity into practice demands scientific rigour.

    Scrutiny of IPCC models

    Today, critics are scrutinising the assumptions and frameworks behind the Intergovernmental Panel on Climate Change’s Integrated Assessment Models (IAMs), used to project future scenarios and map global mitigation pathways. These concerns centre squarely on equity and justice.

    The economic, technological and policy assumptions used in IAM scenarios are normative choices rather than scientifically prescribed or neutral facts. These include choices about discount rates, economic growth, energy demand, technology costs, carbon prices, land availability and the regional location of mitigation. Many IAM scenarios reproduce existing global inequalities rather than transform them. Questions about transparency, representativeness and diversity in the scientific process are deeply urgent.

    Most IAM scenarios are built primarily around global cost-effectiveness – directing emissions reductions to places where mitigation is modelled as cheapest rather than allocating effort according to historical responsibility, capacity and development needs.

    The resulting pathways allow developed countries to retain disproportionately high levels of energy and fossil-fuel consumption while requiring developing countries to undertake substantial mitigation and carbon removal, including land-based measures that threaten food security and local development.

    Northern models often assume uniform access to cheap financing. In reality, Global South economies face far higher capital costs, driving up the price tag of rapid infrastructure shifts.

    Constraints on development space

    Scenario constraints also limit the development space poorer nations need without guaranteeing adequate climate finance. When models treat profoundly unequal starting points as uniform baselines, policy pathways lock in global inequality under the banner of scientific objectivity.

    Pointing out these structural flaws isn’t rejecting science. It is essential scientific scrutiny aimed at producing stronger, fairer, and more actionable results.

    Science ‘under attack’ from fossil fuel interests at UN climate talks

    The fight is not about whether we want to keep temperature rise below 1.5C, but about how we get there. A pathway can be technically compatible with 1.5C or 2C while still being deeply unequal in who gets to consume energy, who must reduce emissions, and whose development is constrained. Temperature compatibility alone does not make a pathway fair.

    Critiquing IAM scenarios from an equity perspective is neither an attack on the Intergovernmental Panel on Climate Change (IPCC) nor an attack on science. Rigorously examining IPCC reports – their substance, assumptions, and processes – is an acknowledgement of the IPCC’s importance and entirely consistent with scientific method.

    Tensions over AR7 timing

    There is a separate but related tension over the cycle and timeline of the IPCC’s Seventh Assessment Report (AR7). Some governments and civil society voices advocate completing its Working Group reports in time to feed directly into the UN’s Second Global Stocktake in 2028.

    The motivation makes sense: policymakers need timely science. But several developing-country negotiators and researchers have warned that meeting that deadline could severely disadvantage the Global South.

    Funding gap threatens next round of IPCC climate science reports, chair warns

    Global North authors and institutions remain disproportionately represented in the research underlying IAM assessments. Developing-country researchers often work with fewer institutional resources, smaller research budgets, and less administrative support. Accelerated publishing and assessment schedules can further limit their ability to generate, submit, and peer-review research in time for inclusion.

    The AR7 timeline concerns boil down to inclusivity, representation, and equity. Requiring the IPCC to meet tight political calendars without ensuring meaningful support and participation for developing-country researchers risks reproducing the very inequalities being challenged.

    Cooperation requires equity

    Political interests are indeed at work in UNFCCC negotiations and must be surfaced. Bad-faith actors seek to evade fossil-fuel phase-outs or shirk climate-finance obligations. Many developed country parties are guilty of both, including those who style themselves as “Friends of Science.”

    We must not lump legitimate scientific critiques raised by several Global South researchers and many civil society organisations concerning representation, economic assumptions and fair-share accounting together with obstructionism. Doing so risks misrepresenting and delegitimising critical scientific work and Global South equity and justice perspectives.

    The climate movement is strongest when it aligns rigorous science with global equity and justice. Achieving the Paris Agreement’s goals requires robust science that fully integrates the experiences, economic realities and academic contributions of the Global South. Effective climate action also requires international cooperation, and without equity, such cooperation cannot be sustained. We do not have to choose between science and equity. We need both.

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    Climate Change

    DR Congo’s power-hungry mining sector drives record solar surge

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    More than 300,000 solar panels and 120 battery containers are helping to power Africa’s largest copper mine with continuous clean energy in the Democratic Republic of the Congo, as miners turn to solar as an alternative to expensive diesel and energy imports.

    The project at the Kamoa Copper mine in the south of the DRC, which became operational last month, is one of the largest solar and battery facilities generating baseload power on the continent.

    The clean electricity is displacing millions of litres of polluting diesel and costs less than a fifth of the price of generator power per kilowatt hour, the mining company said.

    The project is part of a massive solar deployment across the continent. Recent data from global energy think-tank Ember found record solar capacity of 17 GW will be installed in Africa this year – a 45% rise from 2025.

    Installed by CrossBoundary Energy, a developer of distributed renewable energy systems, the solar-battery facility at the DRC mine is “proof of concept” that solar and battery systems can provide the reliable power at scale needed by remote industrial operations, Annebel Oosthuizen, managing director at Kamoa Copper, told Climate Home News in an interview.

    “There’s always been this perception in the DRC that solar isn’t ideal because it is raining half of the year. But it’s perfectly ideal. We are seeing a lot of interest from other mines that are still depending on generators and power imports,” she said.

    Mining drives solar and battery surge

    Like Kamoa Copper, a growing number of miners in the DRC are looking to solar power to compensate for the country’s chronic energy deficit at a lower cost as global diesel prices hit record highs amid ongoing attacks on oil infrastructure in the Middle East.

    As a result, the mining sector has become a key driver of the country’s growing clean energy demand and one of the biggest importers of large-scale solar equipment.

    Ember found the DRC is set to install a record 1.7 gigawatts (GW) of solar panels this year – a 544% increase compared to 2025 and the equivalent of adding more than 60% of the country’s entire 2023 grid capacity.

    The deployment of combined solar and battery storage solutions to deliver stable energy supplies to mines has also caused battery imports to surge. In dollar terms, the DRC’s imports of batteries from China far exceeded that of solar in the year to June 2026, according to Ember.

    A crippling power deficit

    The DRC holds significant energy resources and some of the world’s largest reserves of the minerals required to manufacture clean energy technologies. It is the world’s largest producer of cobalt, which is needed to make batteries, and Africa’s top producer of copper – a metal sought after for its electrical conductivity which is pivotal to the world’s electrification efforts.

    Yet just 22.5% of the DRC’s population had access to electricity in 2024 – one of the lowest rates in the world, according to the World Bank. And as mining expands and more of the minerals extracted are being processed in the country, unreliable power supply has become a major constraint for the sector, which contributed to more than a quarter of the country’s GDP in 2024, excluding oil and gas.

    The country has enormous hydropower potential, with the hydroelectric potential of the Congo River estimated at around 100 GW. But only a fraction is being harnessed.

      Still, virtually all of the DRC’s grid-connected electricity is generated by hydropower by the state-owned utility, Société Nationale d’Électricité (SNEL).

      The electricity then has to be transported more than 1,500 kilometres to reach the mining belt in the south – a challenge made more difficult by ageing grid infrastructure and limited transmission capability. SNEL did not respond to a request for comment.

      “It is estimated that there’s around a 1 GW energy deficit for the DRC mining sector,” said Matt Tilleard, CEO of CrossBoundary Energy, which owns the solar and battery equipment at the Kamoa Copper mine and provides the power as a service.

      “The interest in solar from the mining industry is not theoretical – it is already translating into large-scale solar and battery procurement for mining operations in the region,” he added.

      Solar displaces gas, saves energy costs

      The facility installed by CrossBoundary is part of a plan by Kamoa Copper to supply more of the electricity it needs with solar energy and batteries as its operations expand, a faster solution than relying on harder-to-build hydropower projects.

      “Our processing capacity has increased drastically over the last couple of years. We’ve constructed the largest copper smelter in Africa and that is so power-intensive,” said managing director Oosthuizen.

      A joint venture between Canadian firm Ivanhoe Mines, Chinese company Zijin Mining Group and the DRC government, the mine needs 235 megawatts (MW) of power, which is expected to nearly double to 450 MW in the next five years.

      Kamoa Copper currently receives 100 MW from state utility SNEL – “and the rest we have to find a solution for”, said Oosthuizen.

      Aerial view of a vast solar park and battery storage containers powering the Kamoa Copper mine in southern DRC
      Aerial view of a vast solar park and battery storage containers powering the Kamoa Copper mine in southern DRC (Photo: Kamoa Copper SA)

      Another 30 MW solar and battery baseload facility is expected to come into operation this month, enabling around 25% of the mine’s power needs to be generated by solar energy. An additional 60 MW of continuous solar power will be added by the end of 2027, and the company is exploring options for more solar capacity and two hydropower projects.

      The operational 30 MW of clean electricity provided by CrossBoundary Energy will power pumps that prevent 400 million litres of water from flooding the underground mine every day.

      In August alone, the facility has reduced the mine’s diesel consumption by around four million litres, generating an estimated $11 million dollars in savings at current diesel prices, Oosthuizen said.

      The mine still relies on generators to meet a 20-40 MW deficit and to power the trucks used in the mine, which Oosthuizen said would be difficult to electrify in the next five years because the technology isn’t yet ready to operate in the mine’s tough and wet conditions.

      Avoiding a two-speed transition

      To prevent a major imbalance between industrial players’ access to clean, reliable energy and the millions of Congolese who remain without power, the government requires private electricity producers to reserve at least 10% of their generated power for local communities living near rural production sites.

      Delivering this, combined with rural electrification, mini-grid development and national grid expansion, is critical to prevent a two-speed energy transition that leaves people behind, said Catherine Mukobo, head of ACERD, the Congolese Association for Renewable and Decentralised Energies.

      “Without implementing these policies, the DRC could get in a situation where mines have access to abundant modern energy while a large part of the population remains without electricity,” she said.

      The post DR Congo’s power-hungry mining sector drives record solar surge appeared first on Climate Home News.

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