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China Briefing handpicks and explains the most important climate and energy stories from China over the past fortnight.
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Key developments
China’s role at COP29 and beyond
‘COOPERATIVE’ COP: China’s “role” at the COP29 climate talks, which concluded over the weekend in Baku, Azerbaijan, was “markedly different to previous years”, with its negotiators being “unusually cooperative”, according to an anonymous “chief negotiator” for a “powerful” country quoted by BBC News. Bloomberg cited sources “close to the Chinese delegation” explaining that “Chinese officials moved to soothe angry delegations from India, Saudi Arabia, Africa and the small island group” during the tense final plenary. It added that China’s delegation head Zhao Yingmin, who is also the vice minister of the Ministry of Ecology and Environment (MEE), held “one-on-one conversations with delegates in the final hours to warn things would be worse without COP29’s finance agreement”. COP29 president Mukhtar Babayev wrote in the Guardian that China “coordinat[ed] their response to the negotiations…with the G77 group”. Babayev also claimed that “the Chinese were willing to offer more [climate finance] if others did so too”. (For more on China’s role at COP29, see the Spotlight.)
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GLOBAL CALLS: As concerns over the US’s future role loomed over the two-week summit, UN climate chief Simon Stiell said the world “will need China’s continued leadership” to meet climate goals, Politico reported. This was echoed by South Africa’s environment minister, who said China “has an opportunity to lead the global fight against climate change”, according to Bloomberg. BBC News quoted Jonathan Pershing, program director of environment at the William and Flora Hewlett Foundation, saying that, should China become the de-facto leader at future COPs, it “won’t lead from the front, like the US and Europe”, but instead would “discreetly interven[e] to unblock disputes…behind closed doors”.
CHINA’S REACTION: In response to Stiell, Politico quoted Zhao saying: “China has contributed in addressing climate change. But, in the future, China will do our best to contribute more.” Zhao also said in an interview with business news outlet 21st Century Herald that China will be “the backbone of the global response to climate change”. Nevertheless, Chinese climate envoy Liu Zhenmin told Beijing News that “people expect China and the EU to work together to fill this gap [of US leadership], which is a very good wish, but, in practice, it is very difficult”. (Read more in the Spotlight below.) China’s foreign ministry noted that agreements at COP29 demonstrated global “willingness” to address climate change, although it added that developed countries should “effectively fulfil their obligations and responsibilities”, Shanghai-based news outlet the Paper said. A commentary in the party-affiliated People’s Daily under the nom de plume “Heyin”, which is used for articles expressing the view of party leadership on international affairs, said COP29 “consolidated the momentum” of the global energy transition, adding that “no matter how the [geopolitical] climate changes, China’s determination…to actively address climate change will remain unchanged”. Elsewhere, an editorial in the state-run newspaper China Daily argued COP29 was an “unusual climate diplomacy success” as it broke “the long-standing multilateral negotiations stalemate over climate financing”.
New China research
EARLY PEAK: Meanwhile, on the sidelines of COP29, an assessment by research institute the Centre for Research on Energy and Clean Air (CREA) of China’s energy transition in 2024 found that the clean energy industry “continued to exceed forecasts”, but that spiking energy consumption meant record additions served only to “stabilise emissions, not to push them down”. It added that 52% of experts surveyed by CREA expected China’s coal consumption to peak by 2025 and 44% believe China’s carbon emissions have already peaked or will peak by 2025.
POLLUTING PROVINCES: Al Gore-backed research institute Climate Trace released a report finding that Shanghai was the world’s “most polluting” city, Fortune said. It added that “seven states or provinces spew more than 1bn metric tonnes of greenhouse gases [per year]”, six of which are in China – the exception being Texas.
POWER SYSTEM REFORM: The International Energy Agency also presented a report at COP29 examining the “evolving flexibility requirements of China’s power system” during its energy transition, finding that “non-fossil resources, such as hydropower, battery storage and demand response, could fulfil nearly 60% of [China’s] short-term flexibility needs by 2030”, according to a press statement.
‘INSUFFICIENT’ SPEED: The 2024 Global Carbon Neutrality Progress Report, released by Beijing’s Tsinghua University, evaluated progress in 151 countries that have set carbon neutrality targets. The report said that developing countries have higher “ambitions” and willingness to reduce emissions than developed countries. However, it added that the “current speed of renewable energy development globally is insufficient” to meet the target of tripling renewable energy capacity by 2030 – a goal set at COP28 in an effort to limit global warming to 1.5C.
Xi at APEC and G20
SUNNIER CLIMES: As his subordinates hashed out details in Baku, President Xi Jinping’s attendance of the APEC economic leaders’ meeting in Peru and G20 summit in Brazil “fuelled expectations that China will continue championing…better global governance”, China Daily said, adding that during APEC Xi “emphasised the importance of innovation, openness, green development and inclusive growth”. Xi also inaugurated Peru’s Chancay port – built by a Chinese company – as Beijing “look[s] to further tap into resource-rich Latin America”, Reuters reported. At the G20 summit, Xi noted the importance of supporting developing countries in “responding to…climate change, biodiversity loss and environmental pollution”, state news agency Xinhua said. China also signed 37 agreements with Brazil, according to the Associated Press, which included specific agreements on mining, solar and nuclear power.
UK-CHINA TIES: In the first high-level meeting between the UK and China since 2018, UK prime minister Keir Starmer told Xi that the UK “would like to engage with Beijing on areas such as trade, the economy and climate”, Reuters reported. Starmer told the UK House of Commons that the two countries need to “work together on challenges such as climate change and delivering growth”, adding that he and Xi “agreed a new dialogue on these issues, which [UK chancellor Rachel Reeves] will take forward with vice premier He [Lifeng] in Beijing” next year, according to a transcript of his remarks.
‘Disorderly expansion’ of solar factories targeted
RAISING REQUIREMENTS: China’s Ministry of Industry and Information Technology (MIIT) raised minimum capital requirements for construction and expansion of solar-manufacturing projects, the Hong Kong-based South China Morning Post said, adding that MIIT also urged manufacturers to limit projects that are “merely meant to increase capacity”. Lin Boqiang, director of Xiamen University’s China Energy Policy Research Institute, told business news outlet Yicai the move will “control the disorderly expansion of production capacity”.
LOWERING REBATES: China’s finance and tax bodies also “announced a reduction in the export tax rebate” for solar products, “squeezing profit margins” and possibly leading to companies “increasing export prices”, PV Magazine reported, in what may be “part of a longer-term strategy”. Finance news outlet Wall Street CN noted that rebates for batteries will also shrink, but that manufacturers will still have a “price advantage in overseas markets”.
EXPERT VIEWS: Liu Shijin, former vice-president of the Development Research Centre (DRC) and chief advisor at the China Council for International Cooperation on Environment and Development (CCICED), said in a speech covered by Yicai that “overcapacity” is a “normal process of market competition”, adding that the government should avoid “disturbing” industries through “administrative intervention and unfair competition”, and instead encourage market expansion by “accelerating the shift from dual-control of energy consumption to dual-control of carbon emissions”.
Spotlight
COP29: How China approached the UN climate talks in Baku
As ever at COPs, a key question was how the world’s current largest annual emitter, China, would approach the talks. This year, with Donald Trump being reelected as the US president, more expectations fell on China to step up and do more.
In this article, Carbon Brief summaries some of the key points China made at COP29. This is a summary of “China at COP29” in Carbon Brief’s in-depth summary of the event’s key outcomes.
China arrived at the COP29 UN climate talks in Baku with the fifth-largest delegation, continuing its recent trend of major showings at the annual summit.
At the high-level opening of the talks, China’s vice premier Ding Xuexiang – who is president Xi Jinping’s “special representative” at COP – declared that his country had “provided and mobilised project funds of more than 177bn yuan ($24.5bn) for developing countries’ climate response” since 2016.
This was the first time China used the language of climate finance to talk about its overseas aid. It quickly drew attention to Beijing’s intentions and levels of ambition for climate finance.
Kate Logan, director of the China climate hub at the Asia Society Policy Institute (ASPI), wrote on Twitter that this placed China “on the same order – if not higher than – many developed countries’ efforts” on climate finance.
Dialogue Earth reported that Beijing has contributed more than $30bn to global climate finance since the launch of its “Belt and Road Initiative”, putting China “on a par with the UK, to become the joint fifth-largest provider of climate finance after Japan, Germany, the US and France”.
However, entering week two, China’s stance on climate finance remained firm – it said it would not agree to make any compulsory contributions, including to the new climate finance goal (NCQG) that was being negotiated at the summit.
China’s new climate envoy Liu Zhenmin, replacing Xie Zhenhua, told the Paper, a Shanghai-based outlet, that paying for the NCQG was “their business”, referring to developed countries.
During the closing stages of COP29, Xia Yingxian, director of the department of climate change of the Ministry of Environment and Ecology, said that a serious climate finance offer from developed countries was the “master switch and golden key” to a deal in Baku.
Liu was also quoted by state-run newspaper China Daily, saying China is “not obliged to contribute to the post-2025 climate financing target that is expected to be announced during COP29”.
At the closing plenary, Carbon Brief heard Zhao Yingmin, head of Chinese delegation and the vice minister of the Ministry of Ecology and Environment (MEE), saying that developed countries’ NCQG commitments were still “fall far short of meeting the needs of developing nations” and that developed countries’ “financial obligations must be further clarified”.
Nevertheless, China said it remained open to multilateral cooperation on climate change.
Chen Zhihua, deputy director of China’s National Centre for Climate Strategy and International Cooperation, told Carbon Brief that Donald Trump being reelected as the US president “certainly is a big thing that people talk about and [we] have concerns about how things will turn out”.
He added: “It will have big impacts, but China won’t change its strategy – we will cooperate with whoever for global cooperation on climate change.”
Wen Hua, deputy director-general of the Department of Resources Conservation and Environmental Protection at China’s top planner the National Development and Reform Commission (NDRC), said at another event attended by Carbon Brief: “China is willing to take a more active role in global climate governance.”
Throughout COP29, China strongly identified itself as a developing country. China, together with the G77 group of developing counties, rejected an initial draft for the NCQG framework. According to BBC News, they wanted “public grants of $500bn per year”.
At the South-South Cooperation on Climate Change forum hosted by China, Carbon Brief heard Huang Runqiu, minister of the MEE, saying that the world needs multilateral cooperation on combating climate change, but that “green trade barriers” prevent better cooperation, especially for developing countries.
Wang Can, director of the department of environmental planning and management at Beijing’s Tsinghua University, explained to Carbon Brief that the “green trade barriers” are “bans and tariffs…mainly from the US” on renewable technology products.
Both Chinese academics and multiple senior officials expressed their desire for international cooperation on energy transition at COP29.
For example, Wen called the energy transition “fundamental” for China at an event hosted by the country’s COP29 pavilion.
China also stated some of its specific targets and actions for addressing climate change, such as the latest emissions standards for coalbed methane introduced by Liu at a methane summit held during COP29.
Regarding China’s next NDC, an anonymous scholar told Carbon Brief that shifts in the new pledge could lie in “adjusting the timeline of [the] ‘dual-carbon’ goal”, which currently targets a peak in emissions “before 2030” and carbon neutrality “by 2060”. (For more views, see Carbon Brief’s “Experts: What to expect in China’s climate pledge for 2035.”)
China has already adjusted its “dual-carbon” goal from “achieving carbon peak by 2030” to “before 2030”. Bai Quan, director of the Energy Research Institute of the Academy of Macroeconomic Research (AMR), a government-affiliated “national high-end thinktank”, told Carbon Brief that while “we would love to try our best…we can’t rule out all possibilities to peak even earlier than planned”.
(Read Carbon Brief’s full-length interview with Bai and his colleague Lyu Wenbin.)
Captured
China’s historical carbon dioxide (CO2) emissions within its borders are now higher than the 27 member states of the EU combined, new Carbon Brief analysis found, although it is “still far behind” and “unlikely to ever overtake” the US total. The analysis – which was covered by the New York Times under the headline: “China’s soaring emissions are upending climate politics” – noted that when viewed on a per-capita basis, using 2024 figures, China’s contribution is “just 227tCO2 per capita, less than a third of the 682tCO2 for people in the EU27”.
Watch, read, listen
PROGRESS UPDATE: China Water Risk published an analysis of China’s progress towards its carbon targets and its “potential” to accelerate its shift away from coal.
MINERAL TRANSITION: The China-Global South Podcast, aired by the Sinic Podcast Network, discussed “Indonesia’s uncomfortable position squeezed between China and the US in the race to dominate transition mineral supply chains”.
KEYNOTE: The South China Morning Post interviewed Ma Jun, founder of the Beijing-based Institute of Public and Environmental Affairs (IPE), on prospects for future US-China climate diplomacy and China’s path to carbon neutrality.
MEXICAN STANDOFF: The electric vehicle-focused newsletter Dunne Insights assessed why Chinese car exports to Mexico have spiked in recent months, and how it might be “pressured” by the US and Canada to respond.
88
The number of extreme weather events in China that had their “severity or likelihood” increased by climate change, out of a total of 114 attribution studies covering the country, according to Carbon Brief analysis. The figures come from Carbon Brief’s updated “attribution map”, which covers every attribution study published since the method was developed in 2004. The map includes more than 600 studies, with China making up 16%. More than 70% of the China-focused studies were published in the past four years, significantly higher than average.
New science
npj Climate and Atmospheric Science
The number of heat-related diabetes deaths in Chinese cities is expected to increase by the end of the century as a result of global warming, a new study warned. The authors predicted deaths due to extreme heat over 2010-2100 in 32 “major” Chinese cities. They projected that under the low warming SSP1-2.6 scenario, the heat-attributable fraction of diabetes deaths will rise from 2.3% in the 2010s to 4.6% in the 2090s. Under the high warming SSP5-8.5 scenario, the fraction could rise to 19.2% in the 2090s, they added.
Communications Earth & Environment
Electric vehicles in China have nearly a 12% reduction in CO2 as compared to internal combustion engines, according to new research. Researchers carried out a life-cycle analysis of internal combustion engines, plug-in hybrid vehicles and battery EVs in each of China’s provinces. They found that while battery EVs reduced CO2 and nitrogen oxide emissions, they had higher emissions of sulphur dioxide and particulate matter. The authors wrote that “improving technological progress and optimising electricity mix will greatly assist in achieving emissions reduction”.
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 28 November 2024: How China approached COP29; Xi cuts energy deals in South America; Solar’s ‘disorderly’ expansion appeared first on Carbon Brief.
As a treaty to protect the High Seas entered into force this month with backing from more than 80 countries, major fishing nations China, Japan and Brazil secured a last-minute seat at the table to negotiate the procedural rules, funding and other key issues ahead of the treaty’s first COP.
The Biodiversity Beyond National Jurisdiction (BBNJ) pact – known as the High Seas Treaty – was agreed in 2023. It is seen as key to achieving a global goal to protect at least 30% of the planet’s ecosystems by 2030, as it lays the legal foundation for creating international marine protected areas (MPAs) in the deep ocean. The high seas encompass two-thirds of the world’s ocean.
Last September, the treaty reached the key threshold of 60 national ratifications needed for it to enter into force – a number that has kept growing and currently stands at 83. In total, 145 countries have signed the pact, which indicates their intention to ratify it. The treaty formally took effect on January 17.
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“In a world of accelerating crises – climate change, biodiversity loss and pollution – the agreement fills a critical governance gap to secure a resilient and productive ocean for all,” UN Secretary-General António Guterres said in a statement.
Julio Cordano, Chile’s director of environment, climate change and oceans, said the treaty is “one of the most important victories of our time”. He added that the Nazca and Salas y Gómez ridge – off the coast of South America in the Pacific – could be one of the first intact biodiversity hotspots to gain protection.
Scientists have warned the ocean is losing its capacity to act as a carbon sink, as emissions and global temperatures rise. Currently, the ocean traps around 90% of the excess planetary heat building up from global warming. Marine protected areas could become a tool to restore “blue carbon sinks”, by boosting carbon absorption in the seafloor and protecting carbon-trapping organisms such as microalgae.
Last-minute ratifications
Countries that have ratified the BBNJ will now be bound by some of its rules, including a key provision requiring countries to carry out environmental impact assessments (EIA) for activities that could have an impact on the deep ocean’s biodiversity, such as fisheries.
Activities that affect the ocean floor, such as deep-sea mining, will still fall under the jurisdiction of the International Seabed Authority (ISA).
Nations are still negotiating the rules of the BBNJ’s other provisions, including creating new MPAs and sharing genetic resources from biodiversity in the deep ocean. They will meet in one last negotiating session in late March, ahead of the treaty’s first COP (conference of the parties) set to take place in late 2026 or early 2027.
China and Japan – which are major fishing nations that operate in deep waters – ratified the BBNJ in December 2025, just as the treaty was about to enter into force. Other top fishing nations on the high seas like South Korea and Spain had already ratified the BBNJ last year.
Power play: Can a defensive Europe stick with decarbonisation in Davos?
Tom Pickerell, ocean programme director at the World Resources Institute (WRI), said that while the last-minute ratifications from China, Japan and Brazil were not required for the treaty’s entry into force, they were about high-seas players ensuring they have a “seat at the table”.
“As major fishing nations and geopolitical powers, these countries recognise that upcoming BBNJ COP negotiations will shape rules affecting critical commercial sectors – from shipping and fisheries to biotechnology – and influence how governments engage with the treaty going forward,” Pickerell told Climate Home News.
Some major Western countries – including the US, Canada, Germany and the UK – have yet to ratify the treaty and unless they do, they will be left out of drafting its procedural rules. A group of 18 environmental groups urged the UK government to ratify it quickly, saying it would be a “failure of leadership” to miss the BBNJ’s first COP.
Finalising the rules
Countries will meet from March 23 to April 2 for the treaty’s last “preparatory commission” (PrepCom) session in New York, which is set to draft a proposal for the treaty’s procedural rules, among them on funding processes and where the secretariat will be hosted – with current offers coming from China in the city of Xiamen, Chile’s Valparaiso and Brussels in Belgium.
Janine Felson, a diplomat from Belize and co-chair of the “PrepCom”, told journalists in an online briefing “we’re now at a critical stage” because, with the treaty having entered into force, the preparatory commission is “pretty much a definitive moment for the agreement”.
Felson said countries will meet to “tidy up those rules that are necessary for the conference of the parties to convene” and for states to begin implementation. The first COP will adopt the rules of engagement.
She noted there are “some contentious issues” on whether the BBNJ should follow the structure of other international treaties such as the Convention on Biological Diversity (CBD), as well as differing opinions on how prescriptive its procedures should be.
“While there is this tension on how far can we be held to precedent, there is also recognition that this BBNJ agreement has quite a bit to contribute in enhancing global ocean governance,” she added.
The post Big fishing nations secure last-minute seat to write rules on deep sea conservation appeared first on Climate Home News.
Big fishing nations secure last-minute seat to write rules on deep sea conservation
The annual World Economic Forum got underway on Tuesday in the Swiss ski resort of Davos, providing a snowy stage for government and business leaders to opine on international affairs. With attention focused on the latest crisis – a potential US-European trade war over Greenland – climate change has slid down the agenda.
Despite this, a number of panels are addressing issues like electric vehicles, energy security and climate science. Keep up with top takeaways from those discussions and other climate news from Davos in our bulletin, which we’ll update throughout the day.
From oil to electrons – energy security enters a new era
Energy crises spurred by geopolitical tensions are nothing new – remember the 1970s oil shock spurred by the embargo Arab producers slapped on countries that had supported Israel during the Yom Kippur War, leading to rocketing inflation and huge economic pain.
But, a Davos panel on energy security heard, the situation has since changed. Oil now accounts for less than 30% of the world’s energy supply, down from more than 50% in 1973. This shift, combined with a supply glut, means oil is taking more of a back seat, according to International Energy Agency boss Fatih Birol.
Instead, in an “age of electricity” driven by transport and technology, energy diplomacy is more focused on key elements of that supply chain, in the form of critical minerals, natural gas and the security buffer renewables can provide. That requires new thinking, Birol added.
“Energy and geopolitics were always interwoven but I have never ever seen that the energy security risks are so multiplied,” he said. “Energy security, in my view, should be elevated to the level of national security today.”
In this context, he noted how many countries are now seeking to generate their own energy as far as possible, including from nuclear and renewables, and when doing energy deals, they are considering not only costs but also whether they can rely on partners in the long-term.
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In the case of Europe – which saw energy prices jump after sanctions on Russian gas imports in the wake of Moscow’s invasion of Ukraine – energy security rooted in homegrown supply is a top priority, European Commission President Ursula von der Leyen said in Davos on Tuesday.
Outlining the bloc’s “affordable energy action plan” in a keynote speech at the World Economic Forum, she emphasised that Europe is “massively investing in our energy security and independence” with interconnectors and grids based on domestically produced sources of power.
The EU, she said, is trying to promote nuclear and renewables as much as possible “to bring down prices and cut dependencies; to put an end to price volatility, manipulation and supply shocks,” calling for a faster transition to clean energy.
“Because homegrown, reliable, resilient and cheaper energy will drive our economic growth and deliver for Europeans and secure our independence,” she added.
Comment – Power play: Can a defensive Europe stick with decarbonisation in Davos?
AES boss calls for “more technical talk” on supply chains
Earlier, the energy security panel tackled the risks related to supply chains for clean energy and electrification, which are being partly fuelled by rising demand from data centres and electric vehicles.
The minerals and metals that are required for batteries, cables and other components are largely under the control of China, which has invested massively in extracting and processing those materials both at home and overseas. Efforts to boost energy security by breaking dependence on China will continue shaping diplomacy now and in the future, the experts noted.
Copper – a key raw material for the energy transition – is set for a 70% increase in demand over the next 25 years, said Mike Henry, CEO of mining giant BHP, with remaining deposits now harder to exploit. Prices are on an upward trend, and this offers opportunities for Latin America, a region rich in the metal, he added.
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Andrés Gluski, CEO of AES – which describes itself as “the largest US-based global power company”, generating and selling all kinds of energy to companies – said there is a lack of discussion about supply chains compared with ideological positioning on energy sources.
Instead he called for “more technical talk” about boosting battery storage to smooth out electricity supply and using existing infrastructure “smarter”. While new nuclear technologies such as small modular reactors are promising, it will be at least a decade before they can be deployed effectively, he noted.
In the meantime, with electricity demand rising rapidly, the politicisation of the debate around renewables as an energy source “makes no sense whatsoever”, he added.
The post Climate at Davos: Energy security in the geopolitical driving seat appeared first on Climate Home News.
Climate at Davos: Energy security in the geopolitical driving seat
Climate Change
A Record Wildfire Season Inspires Wyoming to Prepare for an Increasingly Fiery Future
As the Cowboy State faces larger and costlier blazes, scientists warn that the flames could make many of its iconic landscapes unrecognizable within decades.
In six generations, Jake Christian’s family had never seen a fire like the one that blazed toward his ranch near Buffalo, Wyoming, late in the summer of 2024. Its flames towered a dozen feet in the air, consuming grassland at a terrifying speed and jumping a four-lane highway on its race northward.
A Record Wildfire Season Inspires Wyoming to Prepare for an Increasingly Fiery Future
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