Climate Change

China Briefing 27 November 2025: COP30 wraps; Climate and critical minerals at G20; Coal use up

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Key developments

China called for ‘strengthened’ climate cooperation

‘URGENT ACTION’: As the COP30 climate talks in Brazil drew to a close (see today’s spotlight below), world leaders gathered in South Africa for the G20 summit, where China’s premier Li Qiang urged countries to “strengthen ecological and environmental cooperation”, “take urgent action” on climate issues and “accelerate” implementation of COP30’s outcomes, state news agency Xinhua said. The Hong Kong-based South China Morning Post said that, due to the US being a “no-show”, “China and its allies drove the consensus” leading to the final G20 leaders’ declaration, adding that it “delivered major wins for African countries on debt, climate and critical minerals processing”.

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MINERALS REGIMES: The G20 declaration included a call to ensure critical mineral value-chain resilience, highlighting “geopolitical tensions, unilateral trade measures inconsistent with [World Trade Organization] rules, pandemics or natural disasters” as potential risks, Bloomberg reported, in a “seemingly veiled reference to China’s sweeping export curbs”. Bloomberg also quoted Li defending China’s need to “cautiously manage” critical-mineral exports for military use, adding that China launched a “green mining initiative with 19 nations” at the summit.

MINING TIES: Meanwhile, China and South Africa agreed an “initiative for supporting Africa’s modernisation” pledging to “assist Africa in achieving a fair, just, open and inclusive green and low-carbon transition”, according to the Communist party-affiliated People’s Daily. The text also “encourages countries to strengthen international cooperation on green infrastructure and green mining”, including in “building responsible, transparent, stable and resilient critical mineral value chains”. Reuters said that, in a meeting between the Chinese and German government, Li “pitched stronger ties” in the face of tensions over rare-earth minerals. The UK has “rolled out a critical minerals strategy designed to reduce dependence on foreign suppliers by 2035”, Reuters also reported.

‘SPECIAL’ CONNECTION: Li highlighted China and Russia’s “special, strategic” cooperation in the “oil, gas, coal and nuclear sectors” in talks with Russia’s prime minister, Reuters said. However, at a meeting of the Shanghai Cooperation Organisation in Moscow, Li said governments “should work together to advance green and low-carbon transformation”, the People’s Daily reported. Executive vice-premier Ding Xuexiang also said at the China-Russia energy business forum that the two countries should “deepen cooperation on energy transition”, the People’s Daily also said. Russian oil and gas giant Gazprom is “pushing ahead with plans” for the Power of Siberia 2 pipeline, according to the Financial Times, which added that Chinese officials have yet to confirm the project.

Coal covered October’s power surge 

COAL BACKUP: A heatwave in southern China in October caused a surge in power demand, with “coal-power plants picking up the slack amid slow growth in renewables”, Bloomberg reported. This could “make it difficult” for the country to see a plateau or reduction in carbon emissions this year, it added. David Fishman, principal at the consultancy Lantau Group, theorised on Twitter that this could have been due to the rigidity of China’s power-purchasing mechanisms, availability of coal power on spot markets and poor wind-power generation in October.

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SLOWING APPROVALS: China’s permitting for new coal-fired power units is on track to hit its lowest level since 2021, according to new research from Greenpeace East Asia. Around 42 gigawatts (GW) of new capacity was permitted in the first three quarters of 2025, it said, noting that the amount of new coal power approved between 2021-2025 was still “more than twice the total permitted” between 2016-2020. Separately, Swiss bank UBS estimated that power demand in China will grow 8% between 2028 and 2030, said finance outlet Yicai.

RENEWABLES RISE: Meanwhile, 13GW of new solar capacity was added in October, as well as 9GW of wind and 8GW of thermal power, reported Bloomberg. According to energy news outlet BJX News, from January to October 2025, China added 253GW of solar, 70GW of wind and 65GW of thermal power, mostly coal.

Managing industry emissions

MARKETS EXPAND: China has approved plans to expand its national carbon market “via a test system” some time this year, reported Bloomberg, effectively confirming that steel, aluminum and cement will be covered in the mechanism by the end of 2025. The government has also released its third batch of methodologies for its voluntary carbon market, all of which are projects related to the country’s oil and gas sector, according to energy news outlet China Energy Net.

SUPER-POLLUTANT PLAN: Separately, the government issued two plans restricting the manufacturing of products using the potent greenhouse gases known as hydrofluorocarbons (HFCs) and a particular type of hydrochlorofluorocarbon (HCFC), such as refrigerators, freezers and insulation foam boards, reported state news agency Xinhua. An interview with an environment ministry official on the state-run China Environment News noted that the policies “clarify” that the HFC controls “include exported household refrigerators and freezers”, although it “excludes vehicle-mounted refrigerators”. Experts had previously told Carbon Brief that exported products were not covered by an action plan to enhance China’s HFC controls published in April that governs these two policies.

ALL-IN ON HYDROGEN: “Green hydrogen” capacity is being “ramp[ed] up”, said Bloomberg, with several projects coming online in the past few months “after Beijing signaled its continued support” for the sector. The government has “backed [hydrogen] tech with several pilot projects this year” and allowed the sector to access “carbon credits to help with funding”, it added. China has also developed its first “coal-to-chemicals project integrating green hydrogen”, which is forecast to produce 71m cubic metres of hydrogen per year, according to Reuters. Meanwhile, the hydrogen industry has also launched its first “anti-involution” initiative, pledging to avoid or prohibit actions such as “below-cost bidding”, “false planning” and “blind pessimism”, said economic news outlet Jiemian.

Spotlight 

How China approached COP30 endgame

As negotiations at COP30 entered their final stages, China’s positions in several of the debates proved to be central to discussions.

Below is an excerpt of our coverage of what China said, wanted and got at COP30. The full article is available on Carbon Brief’s website.

Climate finance

One of China’s key priorities – the provision of “financial resources” from developed to developing countries under Article 9.1 of the Paris Agreement – proved to be a significant sticking point in negotiations.

With discussions on climate finance looming large, China proposed during the second week the development of a “practical roadmap for implementation”, predominantly by developed countries, of the $300bn per year “NCQG” climate-finance goal.

China delegation head Li Gao said this would help “avoid blame-shifting…and prevent further erosion of trust” on climate finance.

In the end, while COP30 resulted in a plan within the mutirão decision to develop a “two-year work programme on climate finance” that included a mention of Article 9.1, it was situated within the “context of Article 9…as a whole”. This means that developing countries’ contributions also fall under its scope.

“The EU needed to spend its biggest leverage [at COP30] to adjust the adaptation-finance goal,” Kate Logan, director of the China climate hub and climate diplomacy at the Asia Society Policy Institute (ASPI), told Carbon Brief.

EU-China non-alignment

There was a marked lack of EU-China coordination at COP30 overall, despite efforts to develop a united stance in July.

Multiple observers told Carbon Brief that early negotiations featured a rancorous back-and-forth between the two on the ambitiousness of their respective 2035 emissions reduction targets.

Another point of contention between the two was the role of “unilateral trade measures” (UTMs), which the “like-minded” bloc of developing countries (LMDCs, of which China is a member) asked to be included on the agenda.

Japan, the EU and others argued that other fora would be “more appropriate” for discussions. The EU also implied that China’s critical-mineral export restrictions could also fall into the scope of discussion, should the item be included.

Ultimately, China and others secured its inclusion in the mutirão text and agreement on three annual dialogues on UTMs, culminating in a “high-level event” and report in 2028.

China was also among the countries present for the COP30 presidency’s launch of an integrated forum on climate change and trade, although Carbon Brief understands that it has not formally joined the platform.

Meanwhile, a mention of critical minerals in a draft just-transition text – a potential first for COP – was deleted by the final version.

Joseph Dellatte, head of energy and climate studies at the Institut Montaigne, told Carbon Brief: “Even though the EU is worried about China’s trade measures on [critical materials], it still wants to strike a deal with Beijing.”

Fossil-fuel fracas

China also faced significant pressure on its approach to mitigating emissions.

It was not among countries supporting the idea of a roadmap away from fossil fuels as part of the COP30 outcome. It also opposed calls to emphasise the 1.5C temperature limit, instead “requesting the entire Paris Agreement temperature goal [which includes “well-below” 2C]…be mentioned”.

While the final mutirão text does emphasise the 1.5C limit, fossil fuels were not explicitly mentioned.

Arguments by China that the UAE dialogue should not become a “mini-GST [global stocktake]” also seem to have been considered, with no mention of an annual agenda item in the final outcomes.

The mutirão text “sends a red alert” on the consensus on fossil fuels, Greenpeace East Asia’s global policy advisor Yao Zhe told Carbon Brief.

But Li Shuo, director of ASPI’s China climate hub, said that, despite this, China’s prior agreement to transition away from fossil fuels would “guide its domestic energy reforms”.

Watch, read, listen

VISUALISING CHANGE: Greenpeace East Asia published its work with Chu Weimin, who has used drone photography to document how China’s clean-energy transition is reshaping “landscapes, communities and people’s everyday lives”.

CLIMATE ENVOY’S DEBRIEF: Climate envoy Liu Zhenmin explained why China felt a fossil-fuel roadmap was “unfeasible”, in a wide-ranging interview with the Paper held at the end of COP30.

NDC AMBITION: The Outrage + Optimism podcast spoke with Wang Yi, vice-chair of China’s expert panel on climate change, among others, during week two of COP30.

MISCONCEPTIONS: Wang Binbin, founding director of the Climate Future Global Innovation Lab, explained the thinking behind China’s climate strategy – and how mistranslations underplay its ambition – for China News.


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The number of nuclear reactor units in China, once the newest unit at Fujian Zhangzhou nuclear power plant – the world’s “largest Hualong One nuclear power base” – completes final checks, Jiemian reported. The unit began delivering power to the grid on 22 November.


New science 

Climate warming and forest expansion significantly enhance China’s forest methane sink
Agricultural and Forest Meteorology

China’s forest methane sink “significantly increased” over 1982-2020, according to new research. The paper used a database of “forest methane fluxes” to produce a map of changes in forest methane uptake, finding that rising temperatures, decreasing soil moisture and forest expansion were the main drivers of the increased methane sink. The authors said their study “highlights the positive contribution of climate warming-drying and afforestation to methane sink enhancement”.

Quantifying global climate change impacts on daily record-breaking temperature events in China over the past six decades
International Journal of Climatology

A new study found that summer record-breaking high-temperature events occurred more frequently in China than “theoretically predicted”, while winter record-breaking low-temperature events occurred less frequently. The authors carried out statistical analysis of record-breaking events, using daily surface-air temperature data, collected over 1960-2023 from around 2,300 meteorological stations across China. They found a “more pronounced acceleration” in the frequency of high-temperature record-breaking events after the year 2020.

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 27 November 2025: COP30 wraps; Climate and critical minerals at G20; Coal use up appeared first on Carbon Brief.

China Briefing 27 November 2025: COP30 wraps; Climate and critical minerals at G20; Coal use up

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