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
‘Third Plenum’ called for unleashing tech innovation
FULL STEAM AHEAD: The “Third Plenum”, an important five-yearly political meeting traditionally associated with major economic reforms, concluded in Beijing on 18 July with a call to “make ‘high-quality development’ the guiding force” of the nation’s economy, Bloomberg reported. Policymakers resolved to foster “new quality productive forces” to “promote revolutionary breakthroughs in technology” and “in-depth industrial transformation and upgrading”, with a particular focus on strategic industries such as new energy, Reuters said. (See this issue’s spotlight or the full article on the Carbon Brief website for more on what this means for China’s industrial, energy and climate policy.)
SPECIFIC POLICIES: The full text of the resolutions adopted at the meeting includes several other policy prescriptions related to the energy sector, industry newspaper BJX News reported. These include calls to “deepen reform of the energy management system”, build a “unified national electricity market”, promote “price reforms” in the energy sector, and advancing “market-oriented reform” of the energy sector, it added. Specific policies related to these aims are expected to be released soon.
CLIMATE FOCUS: State news agency Xinhua said that policy goals also include to “improve ecological conservation systems”, take a “coordinated approach” to “carbon emissions reduction” and “actively respond to climate change”. On Twitter, Belinda Schäpe noted that this was the first time carbon emissions reduction has been mentioned in a Third Plenum communique. In an “explanation” of the plenum’s outcome published on the party-affiliated People’s Daily, President Xi Jinping said that China will “improve the mechanism of green and low-carbon development”, adding that “ecological and environmental protection still has shortcomings”.
PROVIDING ‘MIRACLES’: The state-run Science and Technology Daily reported that, in an “important barometer” of economic growth, electricity consumption by solar manufacturing rose 76% year-on-year, while that of new energy vehicle manufacturing grew 39% year-on-year. A commentary published in the People’s Daily by Zhong Yin – a nom de plume indicating that an article represents the view of party leadership – said that innovation and reform will allow China to create “miracles that will impress the world”.
Roadmap for ‘low-carbon transformation’ of coal
‘CLEAN COAL’: China’s National Development and Reform Commission (NDRC), the nation’s primary economic planning body, and the National Energy Administration (NEA), issued an action plan for the “low carbon transformation” of coal-fired power plants, Bloomberg reported. It added that the government will increase “financial support for projects to reduce emissions at coal power plants” through methods such as burning biomass and green ammonia or using carbon capture, utilisation and storage (CCUS). The plan, the outlet explained, aims to halve the “emissions intensity” – the emissions per unit of electricity generation – of an unspecified number of plants by 2027 compared to 2023 levels. If the 2027 target is achieved, these coal power plants’ emissions intensity will be “close to that of natural gas power generating units”, energy news outlet BJX News said. State news agency Xinhua, which described the plan as a “roadmap”, said it will “create a stronger leading role for the clean and low-carbon transformation of coal power”.
UNCERTAIN IMPACT: Asia Society Policy Institute senior fellow Lauri Myllyvirta noted on LinkedIn that the policy does not state how many plants will be retrofitted or how the state plans on incentivising industry players to do so, which will “determine the direct impact of this policy”. Analysis in the Shuang Tan newsletter argued that the policy is “unlikely to drive industry-wide transformation or attract large-scale investment”, stating that its true purpose may be to “test the selected technologies [CCUS, biomass and green ammonia] at a few carefully chosen coal power units”.
CARBON MARKET: One China-based power analyst told S&P Global that efforts to tackle coal emissions to date had largely been driven by the Ministry of Ecology and Environment’s (MEE) national carbon market (ETS), adding that the new “clean coal” policy “may be a call-out” by the NDRC that the MEE’s ETS targets are “too nice” and the mechanism is “too slow [in financing] these frontier decarbonisation technologies”. London Stock Exchange Group senior carbon analyst Luyue Tan argued on LinkedIn, however, that the ETS, which has been operating for three years as of 16 July, has encouraged greater uptake of emissions reduction technology. She added that its coverage will grow from 5.1bn tonnes of CO2 in 2022 to 8bn tonnes of CO2 in 2025, once the scheme is expanded to also cover the aluminium, cement and iron and steel sectors.
Tech and aluminium get ‘green and low carbon’ targets
DATA CENTRE TARGETS: The Chinese government released a new action plan for the “green and low carbon development” of data centres, Xinhua reported. The plan stated that by 2025, China’s data centres will achieve a power usage effectiveness (PUE) – a ratio that describes how much energy is used by the computing equipment – of below 1.5, and will “increase the utilisation rate of renewable energy in data centres by 10% annually”, it added. Energy news outlet International Energy Net said that the plan also includes goals for the centres’ “average PUE and energy carbon efficiency per unit [of computing power]” to reach “internationally advanced levels”.
COORDINATED DEVELOPMENT: In an interview shared by BJX News, an NDRC representative said that data centres, “as an important infrastructure for development of new quality productive forces”’ will be a sector where energy use is expected to grow by 15% per year. The official explained that China will encourage the “coordinated construction of large-scale wind and solar power bases and national [data centre] hubs”, with more data centres to be built in western regions to satisfy computing power demand in eastern China.
ALUMINIUM TRANSITION: China also released an action plan for energy efficiency and reducing emissions in the aluminium industry for 2024 and 2025, International Energy Net reported. The plan, which is linked to the overarching industry plan launched in May, states that construction of new “captive” coal-fired power plants will no longer be permitted and that existing coal-fired plants should be replaced by renewable energy sources, such as “renewable energy-based microgrids”, the energy news outlet said. It added that, according to the plan, the industry will save 2.5m tonnes of standard coal and reduce carbon dioxide emissions by 6.5m tonnes by 2025.
Wind turbines and EV software in the subsidies spotlight
SUBSIDIES: An investigation into Chinese wind turbine companies in Spain, Greece, France, Romania and Bulgaria has been expanded to include those operating in Germany, the Hong Kong-based South China Morning Post reported, amid concerns in the EU around China’s subsidisation of its low-carbon technologies sector. Meanwhile, the US may “impose limits on some software made in China” for vehicles, including electric vehicles (EVs), according to Reuters. Separately, E&E News said that China has called on the World Trade Organization (WTO) panel to resolve a dispute over US subsidies for domestically-manufactured EVs under the Inflation Reduction Act, which China argues “artificially sets trade barriers” and pushes “up the cost of green energy transformation”. The WTO said that China has a “lack of transparency” on industrial subsidies in its economy, citing this as a possible cause for the international concerns around “perceived” overcapacity, Bloomberg reported.
BUSINESS AS USUAL: US-based solar manufacturing plants built by Chinese companies will have at least 20 gigawatts of annual production capacity within the next year, enough to serve about half the US market, according to Reuters. By contrast, non-Chinese companies “have found it hard to compete”, with as many as half of their planned US factories possibly failing to come online, the newswire added. Meanwhile, Chinese wind turbine manufacturer Envision may soon sign a deal to build a wind turbine manufacturing plant in Saudi Arabia, “as part of the kingdom’s efforts to localise supply chains”, Bloomberg reported. Another Bloomberg article said that two Chinese solar giants will build manufacturing plants in Saudi Arabia worth $3bn, adding that Chinese vice-premier He Lifeng had previously said the two countries “should expand cooperation in emerging sectors such as renewable energy”.
Spotlight
Q&A: What China’s push for ‘new quality productive forces’ means for climate action
China’s Third Plenum, an eagerly awaited five-yearly meeting traditionally associated with major economic reforms, concluded on 18 July in Beijing.
The official readout calls on policymakers to pursue “high-quality economic development”, in part through “developing new quality productive forces” (NQPF).
NQPF was also listed as a policy priority in the ‘resolution’ released after the plenum. This, the resolution says, includes “pursuing innovation” in the new energy industry, “green” industrial upgrading and improving “environmental protection”.
However, there is significant debate as to whether this push will result in concrete policy outcomes.
In this issue, Carbon Brief unpacks what China’s NQPF drive means for its climate, energy and industrial policy. This analysis is published in full on the Carbon Brief website.
What does NQPF mean?
In January 2024, President Xi Jinping defined NQPF as innovation-led development that creates “a break with traditional economic growth models and development pathways”, resulting in a “high level of technology, efficiency and quality” as well as an “in-depth transformation and upgrading of industry”.
This has led to a “ubiquitous” focus on innovation across official discussions about NQPF, according to the University of Cambridge-affiliated thinktank Cambridge Industrial Innovation Policy.
But NQPF is about more than innovation and advanced technology alone. Analysis by the Council on Geostrategy says “while scientific and technological innovation is essential, [China recognises there] needs also to be deeper [economic] reforms”.
Low-carbon development is one of the few named priorities of the otherwise high-level theory. NQPF will provide an “important support for green development”, according to a commentary in the Communist party-affiliated People’s Daily.
“Protecting the ecological environment is to protect productivity and improving the ecological environment is to develop productivity,” it adds.
Why is the concept important?
NQPF represents a holistic approach “designed to address complex, interrelated challenges faced by China and to create a more resilient and dynamic economy”, Dr Muyi Yang, senior electricity policy analyst for China from the thinktank Ember, tells Carbon Brief.
Arthur Kroeber, founding partner and head of research at research firm Gavekal Dragonomics, tells Carbon Brief that NQPF is “the latest iteration of a long-running trend towards industrial policy, technology and intensive growth”.
This is “essentially a new bottle for old wine”, Kroeber adds. “I think what it does do is emphasise the point that there is a national mission” to build China into a technological superpower.
The idea addresses specific anxieties facing China’s leadership. As well as supporting economic growth, strengthening the country’s ability to innovate is part of a broader security drive.
Xi said in his January 2024 speech that he believes China is “still reliant on others for some core technologies…our industry is still not strong enough in spite of its size and falls short of excellence”.
What does this mean for China’s ‘green development’?
A primary aim of NQPF is to expand “strategic emerging industries” and “nurture future industries”, a commentary in the state-run newspaper China Daily argues.
These include a range of low carbon technologies, from electric vehicles (EV) to nuclear fusion. Recent analysis for Carbon Brief found that “clean energy” sectors contributed 11.4tn yuan ($1.6tn) to China’s economy in 2023.
Much of this will be driven by state-coordinated efforts. China Daily says that efforts to cultivate NQPF will “encourage” state-owned enterprises (SOEs) to deploy resources towards target industries.
These efforts are inspired particularly by the success of the EV industry, with several commentaries and articles highlighting its growth in analysis of NQPF.
Using innovation to foster leading expertise across different industries, China hopes, will allow the country to replicate this growth in other industries.
For example, a blog post on CCTV-affiliated WeChat account Yuyuan Tantian draws a link between China’s experience in manufacturing LCD televisions and its later success in developing solar technologies.
But China’s use of state resources to support strategically important industries has recently fuelled anxieties about “overcapacity” in some countries.
There are also concerns around overcapacity domestically. Han Wenxiu, executive deputy director of the Office of the Central Financial and Economic Affairs Commission, cautioned officials against “blind conformity and bubbles”.
But given current tensions with the US, Kroeber tells Carbon Brief, China “can’t rely on imports of technology in the same way…It must have an all-of-nation effort to develop its own alternatives.”
In his view, efforts to foster NQPF “could” lead to creation of more capacity, but this may be “unintentional” as “the Europeans and Chinese are actually starting discussions on [resolving concerns around] EVs”.
At the same time, Chinese ministries are highlighting the concept in more concrete policies. The Ministry of Ecology and Environment (MEE) announced that it will release a “1+N” policy on NQPF, while the Ministry of Science and Technology (MOST) will establish a centre promoting the concept.
Analysis has said this could signal the MEE “leveraging” the concept to “push through reforms that might otherwise be stymied” by other stakeholders, or improve MOST’s “autonomy” in making innovation policy.
Kroeber says that every policy document “now has to have some reference to NQPF”.
However, he adds, one area to watch is power market reform, as “coordination and the state playing a more leading role” will be crucial to progress.
Yang tells Carbon Brief that NQPF “is far from being purely conceptual”. He says: “I believe more actions in various sectors will come soon to translate it into concrete initiatives and programs.”
Watch, read, listen
BIG IDEAS: The European Council on Foreign Relations published a book explaining key theoretical concepts in Chinese policy discussions, such as “green industrialism” and “ecological civilisation”.
MARKET REFORM: Caixin carried a transcript of a recent speech by former central bank governor Zhou Xiaochuan, in which he argued for a “more responsive pricing system” in China’s power market to boost decarbonisation of the electricity system.
HYDROGEN PIVOT: China News published a video feature of how Lüliang city in coal-rich Shanxi province is betting on hydrogen to power its energy transition.
SPURRING STEEL: A new paper published by the Oxford Institute of Energy Studies explored the challenges of decarbonising China’s steel industry and the domestic and global climate policies that can incentivise a quicker energy transition.
20.8 million
The number of people in China affected by flooding between 1 January and 12 July, according to the Ministry of Emergency Management (MEM). The MEM also announced that, in the first half of this year, heavy rainfall, flooding and landslides caused 21,000 homes to collapse, affected 13.3m hectares of crops and caused 59bn yuan (£6.4bn) in direct economic losses.
New science
Substantial increase in perfluorocarbons CF4 (PFC-14) and C2F6 (PFC-116) emissions in China
Proceedings of the National Academy of Sciences
Chinese emissions of the greenhouse gases tetrafluoromethane and hexafluoroethane increased by 78% between 2011 and 2021, according to new research. The authors analysed “atmospheric observations” from nine sites in China, and found that the country’s combined emissions of the two gases reached 78m tonnes of CO2 equivalent in 2021. The study found “substantial” emissions from the less-populated western regions of China, likely because they are byproducts from the expanding aluminium industry.
The increasing water stress projected for China could shift the agriculture and manufacturing industry geographically
Communications Earth & Environment
A new study found that water stress will increase in China between 2020 and 2099 under both high and low emission scenarios, mainly due to “decreased water supplies like surface runoff and snow water content”. The authors developed a “water stress prediction index”, which revealed that changes in water stress will mainly be driven by changes in spring and autumn. They added that water stress is likely to be higher in north-western provinces than south-eastern ones. These changes in water stress “could lead to the north-to-south migration of the agriculture sector, manufacturing sector and human population”, the authors warned.
Prioritising forestation in China through incorporating biogeochemical and local biogeophysical effects
Earth’s Future
A new study highlighted the importance of considering the biogeophysical (BGP) effects of forestation – via modification of land surface temperature – as well as the biogeochemical (BGC) effects of carbon sequestration. The authors noted that current forestation policies in China only consider the BGC effect. However, by considering both BGC and BGP effects, the study identified an extra 167.2m hectares (Mha) of potentially suitable area for forestation in China. The paper added that “considering both effects will displace 17.7% (15.3 Mha) of forestation areas determined by considering only the BGC effect under the 2060 forestation target”. The study found that in China, the BGC and BGP effects of forestation “mostly work in synergy” to increase the “overall climate benefits”.
China Briefing is compiled by Wanyuan Song, Anika Patel and Ada Carpenter. It is edited by Wanyuan Song and Dr Simon Evans. Please send tips and feedback to china@carbonbrief.org
The post China Briefing 25 July: ‘Third plenum’ outcomes; ‘Low-carbon’ coal plants; EU probes wind subsidies appeared first on Carbon Brief.
China Briefing 25 July: ‘Third plenum’ outcomes; ‘Low-carbon’ coal plants; EU probes wind subsidies
Climate Change
DeBriefed 29 May 2026: Europe’s ‘mind-boggling’ May | Indian heat deaths | Nigeria’s solar mini-grids
Welcome to Carbon Brief’s DeBriefed.
An essential guide to the week’s key developments relating to climate change.
This week
UK, Europe and India battle heatwaves
‘MIND-BOGGLING’ MAY: The UK and continental Europe have set “mind-boggingly crazy” temperature records for May amid a deadly heatwave, reported the Financial Times. According to the Associated Press, the UK “smashed a century-old temperature record for the second time in 24 hours on Tuesday”. The newswire added that records “also fell in France, where temperatures reached 36C on Monday in the country’s south-west”. On Wednesday, Portugal hit a record May temperature of 40.3C, said BBC News.
‘BRUTAL REMINDER’: In parts of Italy, the heatwave triggered blackouts, reported Reuters. The heatwave has also been linked to more than a dozen deaths in the UK and France, including from people drowning and suffering heat-related deaths while competing in sporting events, said ABC News. Simon Stiell, the executive secretary of UN Climate Change, said the intense heatwaves were a “brutal reminder” of the cost of global warming, reported Politico. Carbon Brief has in-depth coverage of the record-shattering heatwave.
INDIA’S DEADLY HEAT: In the southern Indian states of Andhra Pradesh and Telangana, more than 100 people died within three days following an intense heatwave, reported the Khaleej Times. The publication noted that authorities urged people to stay indoors and avoid direct exposure to the heat. Meanwhile, some parts of India are “grappling with power cuts as record-breaking heat has pushed electricity demand to an all-time high”, reported Reuters.
Around the world
- CRUDE DIPS: The International Energy Agency (IEA) said global investments in oil projects will fall below $500bn in 2026, continuing a three-year decline, reported Bloomberg. Carbon Brief’s analysis of the data shows the US’s “data-centre boom” means it is now investing more in fossil-fuel power than China.
- DODGING NET-ZERO: The world’s biggest miner, Australian giant BHP, has backtracked on climate action by halting or delaying projects to cut “vast” amounts of emissions, according to a Guardian investigation.
- SOLAR SLIP: China’s new solar installations dropped for a fourth straight month, reflecting weakening domestic demand, said Bloomberg.
- NO LOGGING: Deforestation in the Brazilian Amazon fell last year to its lowest level since 2019, according to a new report, said Agence France-Presse.
- EXECUTIVE ACTION: Puerto Rico’s governor announced a state of emergency to fight a surge in coastal erosion, citing the need to protect natural resources and vulnerable communities, reported the Associated Press.
Four million
The number of homes in the UK with air conditioning, double the figure from three years ago, reported the Guardian. There are 29m households in the UK.
Latest climate research
- Carbon Brief will soon be launching a new fortnightly newsletter focused on climate research. Sign up for free today.
- LGBTQ+ households in the US are “significantly more likely” to face energy poverty and insecurity than the general population | Energy Research & Social Science
- Global rice-paddy greenhouse gas emissions have doubled over the past six decades | Nature Food
- Vegetation greening and human-caused warming are the “main drivers” of a surge in flash floods over the last decade | Science Advances
(For more, see Carbon Brief’s in-depth daily summaries of the top climate news stories on Tuesday, Wednesday, Thursday and Friday.)
Captured
A Carbon Brief investigation has shed light on the impact of weather-related flooding on National Health Service (NHS) facilities across the UK. At least 67 NHS hospital wards, departments and other sites have been forced to temporarily close or relocate due to weather-related flooding. The chart above shows sites of weather-related flooding incidents at NHS facilities. The size of the circles indicates the number of incidents reported at each site.
Spotlight
How solar mini-grids can ‘help boost’ Nigeria’s economy
This week, Carbon Brief covers a new report on Nigeria’s solar mini-grid industry.
Amid the impact of the US-Iran war on the Nigerian economy, a new report has argued that solar-mini grids can help to reduce the country’s reliance on fossil fuels and create more than 200,000 jobs.
In Nigeria, Africa’s third-largest economy, the war has led to an increase in energy prices and a decrease in petrol consumption. Petrol is one of the country’s main sources of transport and household fuel. According to one estimate, prices have surged by up to 40% since the conflict commenced in February.
Although the Nigerian treasury has benefited from rising crude oil prices – the country is a major exporter of oil and gas – the impact has been most visible on the wider population.
Rising energy prices “have affected the purchasing power of workers”, Agnes Funmi Sessi, a labour union leader in Lagos, told Carbon Brief.
However, scaling the deployment of solar “mini-grids” could help the country move away from fossil fuels, stimulate rural economies and improve livelihoods, according to the new report authored by the thinktank, the Africa Policy Research Institute.
“We estimate that, by deploying over 10,000 mini-grids, the sector could create 212,688 direct full-time informal and productive-use jobs across the off-grid and under-grid market segments,” the report said.
A nascent industry
Solar “mini-grids” are small-scale, localised electricity generation and distribution systems powered by solar panels.
The report positioned Nigeria’s mini-grid sector as one of the fastest-growing in Africa, with the country having just 11 mini-grids in 2015 and 155 by 2024, along with at least 42 active developers.
Many of the companies within the sector are young and apply novel local techniques in their deployment of solar technology, the report said.
However, access to finance remains a huge barrier. According to the report, the sector may require up to $8bn to connect 35.4 million people to mini-grids.
“Most Nigerians want solar power in their homes, but it is a capital intensive business for vendors and customers,” Dr Ben Iheagwara, a renewable energy entrepreneur and policy analyst, told Carbon Brief.
The report urged the Nigerian government and its international partners to “attract private capital by de-risking investments and ensuring regulatory clarity and long-term planning”.
Other key recommendations for policymakers and stakeholders include investment in skills development and paying attention to the gender gap.
Powering rural communities
Many rural communities, which make up about 37% of the country, are disconnected from the national grid system, so often have to generate their own electricity through mini-grid systems.
According to Nigeria’s electricity regulator, NERC, a mini-grid is defined as a power generating system with an installed capacity of up to 10 megawatts.
A mini-grid can be powered by fossil fuels such as diesel or petrol, but solar power is now considered a cheaper and cleaner source.
With more than 80 million people lacking access to electricity in Nigeria, solar mini-grids are increasingly viewed as the lowest-cost electrification solution, the report said.
Watch, read, listen
MOVING FORWARD: The Energy Transition Show dug into electricity reform in South Africa, discussing the country’s coal legacy and the role of renewables.
ENERGY POVERTY: In an opinion article for Project Syndicate, executive director of the African Climate Foundation, Saliem Fakir, argued that the energy transition in emerging and developing economies is driven by economics and security rather than emissions targets.
VANISHING CITY: BBC News reported on a coastal community in Nigeria where the ocean has “already swallowed more than half of the town”.
Coming up
- 31 May: Colombia presidential elections
- 31 May-5 June: Global Environment Facility council meeting, Samarkand, Uzbekistan
- 2-5 June: The Venice Agreement for Peatlands workshop, Kisumu, Kenya
Pick of the jobs
- National Oceanography Centre, engagement assistant (external communications) | Salary: £28,254. Location: Southampton, UK
- Dangote Industries, decarbonisation specialist | Salary: Unknown. Location: Lagos, Nigeria
- City of New York, chief decarbonization officer | Salary: $261,469. Location: New York City
- Climate Central, writer and associate editor | Salary: $72,000-$75,000. Location: US (Remote)
DeBriefed is edited by Daisy Dunne. Please send any tips or feedback to debriefed@carbonbrief.org.
This is an online version of Carbon Brief’s weekly DeBriefed email newsletter. Subscribe for free here.
The post DeBriefed 29 May 2026: Europe’s ‘mind-boggling’ May | Indian heat deaths | Nigeria’s solar mini-grids appeared first on Carbon Brief.
At the African Development Bank (AfDB) annual meetings this week, several African leaders called for investments in electricity infrastructure which go beyond lighting homes to powering economies.
Applauding the AfDB for its energy programmes like Mission 300 – which aims to provide electricity access to 300 million Africans by 2030 – the Central African Republic’s President Faustin-Archange Touadera said that without power supply “we will not be able to achieve development”.
Speaking alongside him, the Republic of Congo’s President Denis Sassou Nguesso echoed this, saying that “as we need to help our people to turn towards agriculture, to turn towards livestock rearing, we also need to provide power to them.”
As the Mission 300 initiative advances, attention is increasingly shifting from simply connecting households to ensuring that electricity access translates into economic opportunities and livelihoods. That shift is driving the launch of a new Centre of Excellence for Productive Use of Energy being developed under Mission 300 by the philanthropically funded Global Energy Alliance for People and Planet (GEAPP).
-
Kenya seeks regional coordination to build African mineral value chains
Kenyan President William Ruto is the latest African leader to announce an end to raw mineral exports as governments want to add more value to their resources -
Africa needs more than export bans to cash in on critical minerals, experts say
Restricting raw materials exports is well-intentioned but without other policies to foster domestic processing, they can backfire -
Africa records fastest-ever solar growth, as installations jump in 2025
Africa’s solar power installations have increased sharply, driven by utility-scale projects and privately financed rooftop and commercial systems
In an interview with Climate Home News, Carol Koech, GEAPP’s vice president for Africa, said the initiative is designed to ensure that electrification supports income generation, agriculture and local economic development rather than only basic household access.
Q: What is the Centre of Excellence for Productive Use of Energy aiming to achieve with Mission 300?
A: Mission 300 is increasingly being seen as a job platform and so the role of the Centre of Excellence in translating those electricity connections to jobs. So we want the centre to do four things. First, as a delivery engine, which enables countries to embed a cross-institutional advisor that supports the electrification components, but also other components that are happening in the country.
Second, we want the centre to be an innovation and strategy hub. Today, there’s really no place where you can go to find the state of the industry for productive use of energy across the globe, and we want to make the centre of excellence the place where you can go and get information about what technologies are available, where deployment is happening and how much is being deployed.
(Photo: Lighting Global/SunCulture/World Bank)
The third pillar is to coordinate and mobilise capital. We anticipate the centre coordinating internally within the ecosystem but also mobilising additional financing to help productivity. The last piece is how to scale businesses, enterprises and partnerships around this centre because we anticipate that as we grow this space, new industries will emerge and those industries will need to be supported.
Q: Why is productive use of energy becoming important under Mission 300?
A: Mission 300 gave us a bigger platform to demonstrate that energy is truly an enabler for economic development. It’s not sufficient to just provide a connection, but it is required that that connection truly translates to economic development for the communities that benefit.
We shouldn’t bring electricity and then start thinking about what people can do with it. We need to think about both at the same time and ensure electricity arrives together with the things that will make a difference in people’s lives. Historically, we’ve brought electricity and imagined a miracle would happen, but we know that hasn’t been the case.
The question is how to ensure universal access in the cheapest way while still transforming communities. Some mini-grids have been deployed in places where demand is extremely low, making them too expensive to sustain. But when mini-grids are paired with productive uses, the economics start to change. If businesses currently running on fossil fuel generators move to solar or renewable energy, operating costs fall and the business case for mini-grids becomes much stronger.
Q: How could this work in practice for agriculture and rural communities?
A: I’ll give you a practical example in our pilot country Zambia. Zambia has two programmes, they have the ASCENT programme for energy access and they also have the Zambia agribusiness and trade platform (ZATP). Some of the components of the ZATP programme – which is an agri-business program to help farmers to be productive – have a productive use component but don’t have an energy supply component. So we’re offering things like mills, processing facilities, irrigation and others. In some parts of Zambia, these productive use equipment has been supplied but has not been powered, so communities are not benefiting from that.
So the whole point is if we coordinate where the agribusiness programme is deployed together with where the energy access programme is deployed and layer those two programmes together in one place, then you could solve the energy access problem and solve productive use together and therefore have really meaningful outcomes for communities.
Q: How will the centre help both households and small businesses use electricity productively?
A: The question on whether we should electrify households or businesses is neither here nor there. We need to electrify all. The argument is really once we electrify businesses, the owners of those businesses will be able to pay what they need for their households as well as increase production for their businesses.
Electricity consumption is usually an indicator of economic development and by pushing productive use into households, especially where households are also smallholder farmers, the question becomes: how can electricity access translate to additional economic development for them? If you are connected onto a mini-grid, then you can actually use that connection to run irrigation, put in a dryer, or a cold storage system, whatever you require to improve your income but the fact that you have energy means that you can access productive use. Now, we need to ask ourselves how do these farmers or these households then get access to these appliances, because that’s another barrier.
Q&A: Will subsidy cuts for Chinese clean-tech exports hurt Africa’s solar boom?
The cost of these appliances is usually extremely high, and when you have programmes such as the ZATP running in Zambia, that’s already a public funding approach to making these appliances available and potentially reachable for farmers, either at household level, at farm level or at community level.
Q: How does this complement the already existing Mission 300 national energy compacts designed by countries?
A: Each of the national energy compacts have a productive use component, a pillar that talks about distributed renewable energy, productive use, and clean cooking. This is actually complementing the work of the countries, and this centre is like an available support, back office for countries to tap into as they implement their national energy compacts, if they have specific requirements and support for that pillar three.
So the advisers that will be embedded into countries, their role is to coordinate within country programs that are running where energy could make a difference. The advisers will be sourced from the country and so they will make sure that the donor money is coordinated to benefit the country fully. Their role will include going to ministries of agriculture or any related ministries and understanding where they are prioritising programmes that require electrification. In many cases, programmes and money have already been allocated, but this component is about how do we deploy it in a way that it actually truly brings a difference, so those advisers will do that.
Q: How will the centre address financing and private sector investment challenges?
A: What we’re really looking at is different financing mechanisms. In the past, we have provided subsidies and results-based financing to suppliers, distributors and manufacturers to help create markets for productive-use appliances. I see this as one mechanism the centre could use, but the bigger opportunity is aligning public funding across different programmes so that more of it can support productive uses, either through direct funding or subsidies.
Nigerians bet on solar as global oil shock hits wallets and power supplies
When it comes to private sector investment, the reality is that Africa’s energy sector still faces serious constraints. Most private investment has gone into power generation, particularly through independent power producers, and even then that has only been possible in places where the off-takers, usually utilities, are bankable.
To unlock more private capital, countries need the right policies, reforms and regulations, but even more importantly, utilities must become financially viable. If the off-taker is not bankable, then the project is not bankable.
Another major question is how to attract private investment into transmission infrastructure. There are different models being explored, but the reality is that public funding alone is not sufficient to achieve Mission 300, so finding new ways to mobilise private capital will be critical.
The post Q&A: How can African electricity access power jobs not just lightbulbs? appeared first on Climate Home News.
Q&A: How can African electricity access power jobs not just lightbulbs?
The “data-centre boom” is driving a surge in gas investment in the US, pushing its fossil-power spending ahead of China, according to the International Energy Agency (IEA).
A rapid expansion of data centres across the nation is at the heart of the US tech sector’s plans to continue “dominat[ing]” the global artificial intelligence (AI) industry.
High demand for electricity to power these data centres has led to companies rushing to build new gas-fired power plants across the country.
This trend, combined with “soaring” gas-turbine prices, drove a threefold increase in US gas‑power investment in 2025 – and the IEA expects this to continue throughout 2026.
As the chart below shows, Chinese investment in coal- and gas-fired power is expected to drop this year, amid domestic policy changes and the Iran war sending gas prices spiralling.
Together, these trends mean the IEA expects US investment in fossil-fuelled power plants to overtake China’s in 2026.
The IEA’s latest world energy investment report shows that spending on renewables and electricity grids continues to dominate at the global scale.
In the US, Trump administration policies such as the phase-out of tax credits for renewables has led to the IEA revising its forecast for new wind and solar power downwards.
At the same time, US electricity demand is expected to rise by an average of 2% per year from 2026 to 2030, with data centres contributing half of the overall increase.
This is leading to what the IEA calls an “AI-driven push” to build new gas-power plants in the US, the world’s largest data-centre market and largest gas producer.
Globally, orders for new gas-power plants increased to 130 gigawatts (GW) in 2025 – a 25-year high – and US demand was a “major factor” in this, according to the IEA.
Much of the demand is coming from tech companies in the US seeking to bypass grid connection queues by building “captive” gas-power plants.
As the chart below shows, since the start of 2025 these US captive data centres alone have signed off on more investment in new gas turbines than any country in the world – aside from the US itself.
Overall, investment in grid upgrades, power equipment and electricity generation to support the buildout of data-centre infrastructure around the world hit $105bn in 2025, according to the IEA.
This is more than the total invested in the energy sector across the whole of Africa – a continent where more than 600 million people do not have access to electricity.
The IEA notes that strong demand for gas-power plants for data centres in the US – and, to a lesser extent, the Middle East – is “limiting the availability of turbines for near-term deployment elsewhere in the world”.
The agency also points out that as the tech sector becomes a “major energy investor”, accounting for around 40% of all corporate power-purchase agreements, it is also “underpinning momentum” for emerging clean technologies, such as small modular nuclear reactors and advanced geothermal.
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AI boom means US is now ‘investing more’ in fossil-fuel power than China
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