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Carbon Brief handpicks and explains the most important climate and energy stories from China over the past fortnight. Subscribe for free here.
Key developments
China needs record drop in CO2 emissions to meet 2025 target
RECORD FALL NEEDED: New analysis for Carbon Brief revealed that China’s carbon dioxide (CO2) emissions increased by 12% between 2020 and 2023, due to a “highly energy- and carbon-intensive response” to the economic slowdown during the Covid-19 pandemic. Total energy consumption grew 5.7% in 2023, “the first time since at least 2005 that energy demand has grown faster than GDP”, while CO2 emissions grew “at an average of 3.8% per year in 2021-23, up from 0.9% a year in 2016-20”, despite slowing economic growth. As a result, China’s carbon intensity – its emissions per unit of GDP – “has only fallen 5% in the 14th five-year plan period”, and CO2 emissions “would need to fall by 4-6% by 2025” to meet the carbon intensity target of 18% set in the 14th five-year plan.
OFF-TARGET: China is also “at risk” of failing to meet other key climate goals. Despite pledges to “strictly limit” coal demand growth and “strictly control” new coal power capacity, both “coal consumption and new coal power projects” accelerated “sharply” from 2020 to 2023. The share of China’s energy demand met by non-fossil sources “has increased by 1.8 percentage points from 2020 to 2023, against a target of 4.1 points by 2025”. The analysis concluded that government pressure to hit these targets – many of which are included in China’s most recent international climate pledge – means it is “more likely that China’s CO2 emissions will peak before 2025”.
OFFICIAL STATS: The head of the national energy administration (NEA), Zhang Jianhua, recently wrote in an article posted on the NEA’s official WeChat account that China’s annual growth of energy consumption between 2021 and 2023 was 1.8 times higher than annual energy consumption growth from 2016 to 2020 – and equalled the total annual energy consumption of the UK. He added that “solid growth” is expected for the foreseeable future, which will make it “more difficult to coordinate energy security guarantees and the low-carbon transformation”.
China plans ‘comprehensive green transformation’
‘GREEN TRANSFORMATION’: State news agency Xinhua reported that President Xi Jinping hosted a meeting of the central commission for deepening reform (CCDR, see below), during which policymakers passed the “opinions on promoting comprehensive green transformation of socioeconomic development”. The full text of the opinions has not yet been released. Xi also stated at the meeting that achieving this transformation “is the foundational policy to resolve problems around resources, the environment and ecology”, the outlet said. An Anhui News editorial republished by the state-run China Daily shortly after the meeting said that China should “incorporate the concept of green development into all aspects of economic and social development”.
POLITICAL HEAVYWEIGHT: The meeting of the CCDR, on the first day after the lunar new year holiday, underscores the importance of the legislation included. The CCDR, which was formed in 2013 and subsequently chaired by Xi, is the “primary mechanism for top-level policymaking and advancing reform and opening-up”, according to the state-supporting Global Times. The thinktank MERICS described it as a “supra-ministry used to accelerate priority reforms of the Xi leadership” that is the foremost of the existing leading small groups. According to MERICS, “policies passed by the CCDR are regarded as taking immediate effect [by ministries]”.
Climate policy momentum to pick up in 2024?
2024 GOALS: In the latter half of 2023, a “number of important environmental and energy policies have either set tighter and more specific targets or called out the need for faster progress towards existing goals”, a new paper by the Oxford Institute for Energy Studies (OIES) said. The reemergence of language to “cut carbon emissions, reduce pollution, expand green development and pursue economic growth” suggests that “these priorities have risen” for 2024, it added.
TURF WAR: While top-level directives favour bolder action on environmental policy, the picture is “complicated” by “bureaucratic fragmentation”, the report said. This is illustrated by the delays in operationalising China’s carbon markets due to frictions between the ministry of environment and ecology (MEE) and the national development and reform commission (NDRC) and national energy administration (NEA), in addition to “a sharp policy dispute” between the NEA and the MEE on transitioning from a policy of “dual control” of energy to dual control of carbon, it added.
LOCAL POLITICS: Meanwhile, despite the signals coming from central leadership, local governments may not be incentivised to similarly prioritise environmental protection, the OIES said. Instead, local officials may be “keen to boost investment in large infrastructure projects to support economic activity and maintain tax revenues, which can work against environmental goals”.
Reducing ‘dependency’ on China ‘could add 20%’ to transition costs
PRICE WAR: It could cost $6tn – an “additional 20% of the original energy transition bill” – to reduce “critical dependencies on China” for clean technology products, reported Quartz, citing new analysis from consultancy Wood Mackenzie. Industry players are “openly talking about” convincing consumers to pay more for non-Chinese minerals needed for powering electric vehicles, it added. In response to western countries seeking “greater diversity in supply amid a glut of Chinese imports” of clean-energy technologies, the vice-president of the world’s top solar panel manufacturer, Longi Green Energy Technology, warned that restrictions on Chinese companies would slow decarbonisation of European and US economies, in an interview given to the Financial Times. Dennis She stated that solar panels produced in the US without Chinese involvement would cost “double” and that EU protectionism would “kill most of the jobs [in] the [solar industry] downstream”.
SPLITS IN EUROPE: Meanwhile, another Financial Times article reported that a new Chinese solar panel factory being built in Ohio, US, by Longi is facing pushback by local residents suspicious of China’s “involvement”. The Financial Times – in an article carried on the frontpage of its international edition – also quoted senior US treasury officials as saying that “the US and its allies will take action if China tries to ease its industrial overcapacity problem by dumping goods on international markets”, with particular concerns around clean-energy sectors. EU climate chief Wopke Hoekstra warned of the bloc’s “problematic” dependence on China for clean-energy technology, reported Euractiv. European clients have asked battery suppliers in China to “to start producing in Europe as soon as possible”, according to Yicai, due to a new EU regulation “imposing significant obligations on battery manufacturers, importers and distributors”. Meanwhile, “splits” among EU countries are emerging on China, with France and Germany at odds on “everything” from solar energy and electric vehicles to trade deals and supply chains, reported the South China Morning Post. France is typically in favour of restricting Chinese imports of clean-energy technology, the outlet added, while Germany “strongly opposes such measures”. The UK’s Trade Remedies Authority announced that it is ready to “follow” Brussels on the issue of launching an investigation into Chinese electric vehicles, which have “flooded” the global market, reported the Guardian.
Spotlight
The Carbon Brief Interview: Prof Pan Jiahua
At COP28 in Dubai, Carbon Brief’s Anika Patel spoke with Prof Pan Jiahua, vice-chair of the national expert panel on climate change of China, about his ideas for how to move to a zero-carbon future.
China’s national expert committee on climate change, of which Prof Pan is vice-chair, is an advisory body under the national leaders group on climate change, energy-saving and emissions reduction.
He is also a member of the Chinese Academy of Social Sciences and director of its Research Center for Sustainable Development, as well as director of Beijing University of Technology’s Institute of Eco-Civilization Studies.
Below are highlights from the wide-ranging conversation, which covered coal phaseout, the usefulness of a global “loss-and-damage fund”, and prospects for distributed solar and power market reform in China. The full interview can be found on the Carbon Brief website.
New modes of thinking about climate
On the philosophy of ‘ecological civilisation’: “Human beings, for their own benefit – they ignored the benefit of nature. The welfare of nature. We expose nature, we deplete our natural resources…[Under ecological civilisation] the basic idea [is] that [if we can achieve] harmony with nature [and] harmony among our nations, then we can go long into the future.”
On the success of UN climate summits: “COP is the only thing that [has lasted] over 30 years…We have different views, different arguments, different interests but, all in all, we’ve come a long way…We agreed the Paris targets – in 1990 nobody would believe that [was possible].”
On the COP28 summit
On the ‘loss-and-damage fund’: “Losses and damages should be compensated, but not in a way that we divert our energy and resources for [the sake of] compensation. We should use all our energy, resources, spirits – everything – for the zero-carbon transition.”
On the ‘climate paradox’: “If you divert the limited resources for compensating losses and damages, then the zero-carbon transition would be delayed. And if you delay such a transition, there will be more and more losses and damages. I call this the climate paradox.”
On tripling renewable energy: “Tripling renewable energy is not enough. Why are we only tripling? Why not more and more, the more the better. Because look at China – [we] doubled and doubled and doubled [our renewable energy] all the time. This year we doubled installed capacity over the last year. Why shouldn’t we do more than just tripling?”
On western suspicion: “Why did China suddenly become number one in zero-carbon renewables? It’s simply because the United States and Europe used anti-dumping subsidies and section 301 investigations in 2010. Then the Chinese competitive products, solar panels, were not able to go to the world market, so we thought we should…install everything inside of China and immediately China became number one in the world. Now you see the United States and Europe again say ‘no, it’s [a question of] supply chain security’. Right? This is really self-conflicting. On one hand they say ‘climate security’, on the other they say their ‘own security’.”
Investing in renewable energy
On replacing energy infrastructure: “Renewables would not require a huge amount of investment in infrastructure. Fossil fuels, coal electricity generation – the investment is very capital intensive…right? Waste of money.”
On subsidies and industrial policy: “Like a plant – in the very beginning when it’s a seed then you need to take care of it. But when it grows and becomes mature, then it can stand on its own and be competitive.”
Accelerating the energy transition through ‘prosumerism’
On an alternative to a centralised electricity grid: “I use the term ‘prosumerism’. Production, consumption and storage all in one, right? You do not require a very capital intensive power grid…And also, this is consumer sovereignty – when you have your own system, you have a say and then…you are not totally reliant on the power grid.”
On the future of fossil fuels: “Fossil fuels are fossils. They are a thing of the past.”
On phasing out fossil fuels: “We want to have everything competitive enough to phase out fossil fuels, through the market process. Not command and control.”
On abating fossil fuels: “I think that abated fossil fuels is a false statement. Because abated is not compatible, they have no competitiveness. When you abate it, it is more expensive. You think the consumers are silly? They will simply vote for competitive[ly priced] electricity.”
On the challenges of power market reform: “Only the monopoly people will [call for] ‘reform’, and through reform they gain more power, they gain more monopoly. The prosumerism system will destroy such monopolies.”
On the urgency of ‘global boiling’: “Global warming is not global warming, it’s global boiling…Renewables are good for welfare, for wellbeing, for growing the economy, for a better environment. It’s for everybody and for the future. Fossil fuels are not for the future.”
Watch, read, listen
‘GREENING’ ASEAN: A new paper by the Grantham Research Institute found that China plays a positive role in the “development of supply chains for renewable energy technology” in the Association of Southeast Asian Nations (ASEAN) region.
CAPACITY VS GENERATION: Our World In Data deputy editor Hannah Ritchie wrote in her Sustainability by Numbers newsletter that, although China is building more coal-fired power plants, their “capacity factor…has been dropping over the last 15 years”.
ESG: The Environment China podcast discussed research on corporate climate disclosures in China, with authors Erica Downs, Ned Downie and Lou Yushan.
UN SPEECH: State broadcaster CCTV published a recording of Chinese UN permanent representative Zhang Jun’s speech that, to improve climate resilience and food security, the world must avoid “unilateral sanctions, decoupling and technological blockades”.
New science
Exploring phase-out path of China’s coal power plants with its dynamic impact on electricity balance
Energy Policy
New research into the impact of phasing out coal-fired power plants in China on electricity shortages identified the potential for electricity shortfalls of 6-12 terawatt-hours (TWh) per month before 2027 “if China phases out coal plants at their 30-years technical lifespan”. Instead, it said, under an accelerated phase-out pathway, China could “decrease its electricity consumption per GDP by at least 5%” through greater energy efficiency to avoid electricity shortages, or follow a flexible phase-out pathway to both reduce CO2 emissions and “significantly reduce the electricity shortage risk”.
Optimal carbon emission reduction path of the building sector: Evidence from China
Science of The Total Environment
Modelling of China’s building sector found that “in a business-as-usual scenario, building carbon emissions will peak at 6,393m tonnes of CO2 in 2041, missing the 2030 carbon peaking target”. Decarbonisation technologies will make the 2030 carbon peaking target “attainable, though at a considerably high cost”, the researchers said, with emissions “forecasted to peak in 2030 at 5,139m tons of CO2” in an “optimal” scenario.
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 22 February: Interview with Chinese govt climate advisor; missing emissions targets; the cost of excluding China appeared first on Carbon Brief.
Ten days of extreme heat killed 2,305 people in a sample of 12 European cities last month, with almost two-thirds of those deaths caused by climate change’s intensifying effect on heatwaves, new research estimated on Wednesday.
The early summer heatwave, which sparked wildfires and health warnings from Spain to Turkey, was between 2 and 4 degrees Celsius hotter than it would have been without climate change, according to the study by the Grantham Institute at Imperial College London and the London School of Hygiene and Tropical Medicine (LSHTM).
“These numbers represent real people who have lost their lives in the last days due to the extreme heat”, said Imperial College London climate scientist Friederike Otto.
“If we continue to follow the wishes of the fossil fuel industry and delay serious mitigation [emissions-cutting] further, more and more people will lose their lives for the financial benefit of only a tiny rich influential minority,” she told reporters during a conference call.
Separately, a report by the European Union’s Copernicus Climate Change Service said last month was the hottest June on record in Western Europe.
Otto highlighted the researchers’ rapid work in calculating the role of climate change in the overall death toll, which she hailed as a first.
Rapid attribution study
Previously, such research has taken months. A study into Europe’s 2022 heatwave, which found that climate change was responsible for just over half of the 68,000 deaths, was published a year later.
The new study has not been peer-reviewed, a sometimes lengthy process where other scientists evaluate the research, Otto said, adding that the methods it used to attribute deaths had undergone peer review and been approved.
She said publishing studies quickly is important because the immediate aftermath of a heatwave is “when people talk about it”. That is also why the researchers focused on a sample of just 12 cities, she said, making their analysis more manageable.
Previous studies from the World Weather Attribution group, which Otto co-leads, have only estimated how much hotter climate change has made a heatwave. Otto said she wanted to translate this into numbers of additional deaths because a temperature increase of a few degrees Celsius “might not sound very much”.
Otto said the reason the first study like this was carried out in Europe is because scientists have established the relationship between heat and deaths better in Europe than elsewhere. But there are parts of southern Africa, Asia and the USA where this relationship has been established by scientists, she said, so “we will probably do this again in other parts of the world”.
But LSHTM climate professor Malcolm Mistry, warned that carrying out this kind of study across the world would be “very challenging because not every public health authority wants to give out the mortality record reports for research purposes”. This data on deaths is key to establishing how many people are killed by a certain increase in temperature.
Silent killer
The study did not attribute any individual death to climate change and heat is generally not listed on death certificates. Most people who died had health problems exacerbated by the heat, and more than half of them were aged over 85.
Heatwaves are a “silent killer” because the deaths mostly take place in homes and hospitals, away from public view, and are rarely reported, said Pierre Masselot from the LSHTM.
But media reports have blamed last month’s soaring temperatures in some specific cases, such as the death of 48-year old builder who collapsed while laying concrete in 35C heat in the Italian city of Bologna, and a 53-year old woman with a heart condition who died in Palermo. Climate Home has spoken to relatives of people who died during extreme heat in Saudi Arabia and the Gaza Strip.
Otto said that too many media reports about heatwaves include photographs of children eating ice cream and happy people playing on the beach. “That’s a massive problem”, she said, although she added that more articles were now referring to the role of climate change in driving heatwaves.
The researchers behind the study said ways to cope with extreme heat included installing air conditioning, improving government heatwave warnings, planting more trees, building more parks, insulating buildings and painting roofs white.
“But at the end of the day,” said Masselot, “all these measures won’t probably be as efficient as just reducing climate change altogether [by] reducing our greenhouse gas emissions.”
The post Scientists hail rapid estimate of climate change’s role in heat deaths as a first appeared first on Climate Home News.
Scientists hail rapid estimate of climate change’s role in heat deaths as a first
When it comes to the most important thing to curb climate change – moving away from planet-heating fossil fuels – governments have done enough negotiating, and their focus now should be on putting what they already agreed into practice, Brazil’s COP30 president told Climate Home.
That does not require repeating language in new UN texts or even consensus among countries about how to transition from coal, oil and gas, although they could choose to design a roadmap for that energy shift at this year’s climate summit in the Amazon, André Aranha Corrêa do Lago said in an exclusive interview.
“We’ve all already decided that we’re going to transition away from fossil fuels. What can be done in the negotiations is, for example, to decide that there will be a timeline or rules for how this transition will be made – whether it will be one type of country or another, which of the fossil fuels will come first etc,” he said, speaking in Spanish on a video call from Rio de Janeiro.
The comments from Brazil’s top climate diplomat, who is vice-minister for climate, energy and environment at the Ministry of Foreign Affairs, build on a proposal floated by the country’s environment minister last month in response to a question from Climate Home.
Brazil’s environment minister suggests roadmap to end fossil fuels at COP30
Speaking to journalists in London, Marina Silva said COP30 could result in a roadmap setting out what a “planned and just transition to end fossil fuels” – as agreed at the COP28 Dubai summit in 2023 – should look like.
“Perhaps we can come out of COP30 with a mandated group that can trace the roadmap for this transition,” she added.
Corrêa do Lago noted in the interview that Silva “left it open in her statement whether [a roadmap] will be something negotiated or something that will be built”, adding that “several countries” believe such a plan would first require a formal COP decision to produce one.
The COP30 president emphasised that while this is up to governments, “we can’t keep the world waiting for negotiations to move forward” before acting to transition away from fossil fuels in energy systems.
“It’s not true that it depends on that. There’s already enough approval from countries. Individual countries can do it because implementation isn’t by consensus. Implementation is that each country does what it thinks it can do,” he explained.
The UN Secretary-General and many researchers have argued that implementing the energy transition in a “just, orderly and equitable manner” requires industrialised countries which are historically the biggest carbon polluters to move first in cutting fossil fuels, with developing countries that need to tackle poverty and a lack of energy access following later.
Brazilian officials, for example, when asked about recent auctioning of oil exploration licences have said that global demand for oil is still increasing – and there is a need to debate how to move away from this and other polluting fuels in a fair and organised way.
COP to stay in Belém despite tricky logistics
Brazil has grabbed the spotlight, for both positive and negative reasons, for deciding to hold the annual UN climate summit in the Amazon region, whose forests store massive amounts of carbon but are constantly under threat of being cut down for timber, agriculture or mining.
Corrêa do Lago said President Lula’s “original idea, the symbolism of holding [COP30] in the Amazon, remains very strong” – and he rebutted the idea that part or all of the climate conference could be moved from the Amazon city of Belém due to growing concern about a lack of suitable and affordable accommodation for the more than 50,000 delegates expected there.
The climate negotiations veteran conceded that there had been “several requests and suggestions” about shifting the main talks to bigger and more accessible cities such as Rio de Janeiro – a hotly debated topic in the Brazilian press.
“But the decision is to do it in the best possible way – that is very well, in Belém,” he said.
He added that a long-awaited official online platform to help participants find reasonably priced accommodation in the city is due to be launched on July 15 and he expected more apartments would be made available for rent.
At June’s mid-year talks in Bonn, African nations, small island states and the least-developed countries said they had written to the COP30 presidency warning they might not be able to attend the negotiations due to the high cost of lodgings and travel.
“Regarding the management of hotels and rooms, there has been a positive reaction from the authorities and local population,” Corrêa do Lago said. “Soon, people will realise that the situation is much better than they imagined and that they will want to come.”
This week, the COP30 team announced that construction to expand and improve the Outeiro Port Terminal – where two cruise ships will house around 6,000 delegates – would be completed by mid-October.
Pessimistic outlook for public climate finance
Another pressing issue for negotiators once they reach Belém is where to find more money for climate action in developing countries, to meet the new 2035 goal agreed in Baku last year.
After tense talks, which almost collapsed over the amount rich countries were prepared to put on the table, two key targets were set: $1.3 trillion a year from all public and private sources, including $300 billion raised by donor governments.
Developing countries wanted far more of the headline $1.3 trillion to be public money provided as grants and cheap loans. But Corrêa do Lago said this was unlikely to happen.
“We need to explain the limits of the funds, of multilateral cooperation, and where this money can really come from,” he told Climate Home.
The COP30 and COP29 presidencies are currently working on a roadmap that will outline ways to deliver $1.3 trillion annually in climate finance by 2035, with input requested from finance ministers.
UN expects climate finance roadmap to offer “clear next steps”
The COP30 president said this report – due to be published before the Belém talks – would be “independent”, without “legal value”, and would serve as a basis for further discussions among governments. He emphasised that national needs for finance will vary – and some countries will require more public funding than others depending on how they are viewed by private investors.
Still, he warned against the “huge simplification” that even the core $300-billion climate finance goal could be met entirely from public funding, “especially in the context where a wealthy country has withdrawn and other rich countries are investing in defence”.
The United States under fossil fuel-enthusiast Donald Trump has given notice it will withdraw from the 2015 Paris Agreement to tackle climate change and has cut off most development aid and climate funding for poorer countries.
While the US technically remains part of the Paris pact until January 2026, and has not quit the underlying UN climate convention, Corrêa do Lago said his team had yet to receive any indication of whether the US government will attend COP30.
The post COP30 president: Transition from fossil fuels can start without climate talks appeared first on Climate Home News.
COP30 president: Transition from fossil fuels can start without climate talks
A proposal by the Marshall Islands and Colombia calling for a transition away from fossil fuels at the UN Human Rights Council (UNHRC) failed to make it into the council’s declaration on climate change and human rights issued on Tuesday.
At a meeting in Geneva, the 47 member countries of the UNHRC held annual discussions on its annual resolution which encompasses various issues relevant to human rights, from conflicts to gender and education.
This year, the UNHRC issued a resolution on human rights and climate change, calling on countries to deliver “deep and rapid cuts in global emissions” to minimise climate change impacts. It also urges states to meet the recently adopted $300-billion-a-year climate finance goal by 2035.
On Monday, the Pacific island state and Colombia proposed an amendment calling on countries to achieve emissions cuts “by transitioning away from fossil fuels in energy systems, in a just, orderly and equitable manner”, replicating the language agreed at the COP28 climate summit in Dubai.
But after closed-door negotiations, both countries removed the divisive draft proposal, clearing the way for the resolution to be adopted by consensus.
Top Latin American court upholds right to “healthy climate”, urges fossil fuel control
The Marshall Islands’ ambassador to the UN, Doreen Debrum, said during the Council session that her country “places a high premium on collaboration, dialogue and consensus – and we were willing to recognise this by withdrawing our amendment”.
“We look forward to working with all members of the Council – including our co-sponsors and the core group – to ensure this important issue continues to receive the attention it deserves,” she added.
“Frustrating” resolution
Sébastien Duyck, senior attorney at the Center for International Environmental Law (CIEL), welcomed parts of the UNHRC resolution, such as a call for finance to address loss and damage from climate impacts, but said the outcome on fossil fuels was “extremely frustrating”.
“Some of the fossil fuel-producing countries are hellbent on delaying and rejecting any step that will help send political messages recognising the need to transition away from fossil fuels,” Duyck told Climate Home News. “It increases the disconnect between this resolution and the actual policies that we need to see.”
COP30 president: Transition from fossil fuels can start without climate talks
UN Special Rapporteur on Climate Change and Human Rights Elisa Morgera said “we can’t talk about protecting human rights from climate change without talking about – and taking urgent action on – phasing out fossil fuels.”
Morgera recently presented a report to the UNHRC about the need to decarbonise economies in order to meet international human rights obligations. The report says the fossil fuel phase-out “should be understood as an important precondition for the right to development and the right to a clean, healthy and sustainable environment”.
Since the adoption of the Dubai deal in 2023, governments have struggled to repeat explicit mentions to the fossil fuel transition in texts adopted by other international summits. Last year, at COP29 in Baku, Saudi Arabia opposed all mentions to fossil fuels in the conference decisions.
Still, for Duyck, the UNHRC debate shows there is growing pressure from governments to call out fossil fuel production at international talks. “This is really becoming a topic in itself. Some countries are no longer willing to keep their head in the sand,” he added.
The post UN Human Rights Council fails to call out fossil fuels after decision cuts mention appeared first on Climate Home News.
UN Human Rights Council fails to call out fossil fuels after decision cuts mention
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