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
Climate leadership and cooperation
ENVOY REMARKS: Xinhua published an exclusive interview with Chinese climate envoy Liu Zhenmin, in which he spoke about how China-Europe cooperation could make a “positive contribution” to combating climate change. In the interview, Liu said that developed countries were “generally worried about who will share the responsibilities that the US should bear” after its withdrawal from the Paris Agreement, adding that China “deeply regretted” the “shrinking space” for US-China climate cooperation. The outlet quoted Liu saying: “However, we must see that China and the US do not have fundamental differences in the field of climate change, but rather have broad space for cooperation.”
EU AMBIVELANCE: Meanwhile, the EU’s ambassador to China, Jorge Toledo, warned that the EU may not hold an expected “high-level economic [and] trade dialogue” with China in July, due to current negotiations over Chinese EV tariffs and supply chains “not making progress”, reported the Hong Kong-based South China Morning Post (SCMP). European countries, such as the Netherlands, France and Germany, on the other hand, have expressed interest in more collaboration in areas such as climate and the low-carbon transition, said state-supporting media the Global Times. Belinda Schäpe, China policy analyst at Centre for Research on Energy and Clean Air (CREA), nevertheless wrote on LinkedIn that while both China and Germany “expressed support” for tackling climate change, it is “unclear how this will translate into Germany’s position on cooperation in areas like energy transition or climate diplomacy”.
EARLY PEAK?: China’s emissions will “likely peak a few years ahead of its self-set deadline of 2030”, Bloomberg said, reporting comments by Zhu Guangyao, who was the country’s vice minister of finance from 2010-2018 and who cited analysis recently published by Carbon Brief. The outlet quoted Zhu saying: “It’s most likely China will realise the peak of carbon emissions a few years before 2030…That’s good news for China, also good news for Asia, for the whole world.” Meanwhile, the SCMP published a comment article by former UN secretary general Ban Ki-moon on China’s “green energy leadership”. In the article, Ban called on China to target a 30% reduction in emissions below 2023 levels by 2035 in its next international climate pledge (nationally determined contribution, NDC).
New plan for ‘green’ manufacturing
‘GREEN TRANSFORMATION’: China’s central government approved an action plan for “advancing the green and low-carbon development” of the manufacturing sector between 2025 and 2027 at a State Council executive meeting, reported state news agency Xinhua. The full text of the action plan is not yet public. The meeting called for “deep[ening the] green transformation of traditional industries” while “accelerat[ing] innovation in green technologies”, added the outlet. The state-owned newspaper Securities Daily said that the policy extends “intensive” regulatory support and will affect a range of industries, including steel, metals and construction. About 20% of the “total output of China’s manufacturing industry” in 2024 had already come from “national-level green [factory] plants”, added the newspaper. (According to the “general principals” outlined by the Chinese government, such plants have tighter requirements on their emissions of greenhouse gases and other pollutants.)
RECTIFY THE ‘RAT RACE’: Meanwhile, the National Development and Reform Commission (NDRC) commented on “neijuan” (内卷) – officially translated as “rat race competition” that leads to oversupply in affected industries, including clean energy, steel and oil refining, reported Xinhua. According to the newswire, the NDRC said at its May press conference that this “rat race” had “disrupted” fair competition and “must be rectified”. According to the NDRC transcript, government officials called for eliminating “inefficient and backward production capacity” in the oil refining and steel industries, “preventing blind new construction” in the coal chemical and aluminium industries, and “guiding” “new-energy vehicle” (NEV) and solar companies to “focus on technology research and development”. Nevertheless, the officials stated that the majority of the investments the NDRC had approved from January to April this year were still in the “energy” and “advanced technology” sectors, among others, reported Chinese media outlet Dazhong News. The NDRC also said its “two new” policy “stimulated green consumption” of products such as NEVs, according to the transcript. Separately, the production of NEVs rose by 39% in April, said the Communist party-affiliated People’s Daily, adding that China’s “shift toward intelligent and green development is gaining momentum”.
‘Record’ solar added as policy deadline looms
SOLAR RUSH: China installed a “record” 105 gigawatts (GW) of solar capacity between January and April 2025, industry outlet PV Tech said, citing a recent data release by the National Energy Administration (NEA). It added that “April alone” accounted for 45GW of new additions – compared to a total of 46GW solar installations in China between January and March 2024 – as a deadline set by a new renewable pricing policy “triggered a project installation rush”. [Outside China, the US is the only country in the world to have more than 105GW of solar capacity in total. The UK has 18GW.]
THERMAL FALL: Analysis by thinktank Climate Energy Finance found that the amount of new solar installations between January and April was eight times larger than that of new thermal capacity (13GW, mainly coal). It added that China’s coal plants were only running 46% of the time on average in the first four months of 2025, saying that this was a “record low”. Similarly, Reuters reported that “thermal power generation in China, fuelled mainly by coal, fell 2% in April and 4% from January to April amid slower overall power output growth”. New data from energy thinktank Ember found that wind and solar power generated 26% of the country’s electricity in April 2025, the “highest monthly share on record”.
ROOFTOP ‘BOOM’: Meanwhile, separate data from consultancy Rystad Energy found that, of the 60GW of solar installed between January and March 2025, rooftop solar installations accounted for 36GW, marking the “highest quarterly total for distributed solar in [China’s] history”, solar news outlet PV Magazine reported. Industry news outlet SolarQuarter said that, according to Rystad Energy’s forecasts, the rooftop solar installation “boom” will continue through to June 2025, “potentially pushing total distributed solar capacity additions for the year to 130GW”.
SOLAR CYBER SCARE: Reuters reported that the US government is “reassessing the risk posed by Chinese-made” renewable energy components after “rogue communication devices not listed in product documents ha[d] been found in some Chinese solar power inverters by US experts”. The newswire added that it “was unable to determine how many solar power inverters and batteries they have looked at”. Following this, the Japanese government also “launched an investigation into Chinese-made solar panels”, reported SCMP. Tom Nunlist, associate director at consultancy firm Trivium China, wrote on LinkedIn that while “an industrial-scale plot to disrupt the US power grid” cannot be ruled out, it is “far more likely that we’re dealing with commonplace bill of materials errors”. He added that “given the atmosphere, I think there’s a good chance this will get blown way out of proportion”. Meanwhile, the industry association SolarPower Europe called for stronger cybersecurity rules for Europe’s clean-energy installations, following the discovery of “unexplained electronic components in imported circuit boards from an unnamed country destined for [Denmark’s] energy infrastructure”, PV Magazine said. It added that the “suspicious elements were not solar components”.
Extreme weather sweeping across China
RAIN AND FLOODING: Four people were killed by “torrential rain” in Guizhou province in southwest China and 17 people remained missing, reported Reuters on 23 May. China is facing “hotter and longer heatwaves and more frequent and unpredictable heavy rain as a result of climate change” and its “huge population” made the country “especially vulnerable to the effects of climate change, authorities have said”, added the outlet.
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EXTREME HEAT: Temperatures in north China reached as high as 43C in May, according to China Qixiang Aihaozhe, a popular scientific blog. State broadcaster CGTN reported that many places in the provinces of Henan and Hebei broke local temperature records for May and that ground temperatures in “multiple places” broke 70C on 20 May. The outlet noted that May is a “critical” period for maximising wheat harvest yields. Reuters reported that China disbursed 1.4bn yuan ($194m) for “agricultural production disaster prevention and relief”. Meanwhile, cooling demand from air conditioners could drive electricity demand to be about 100GW higher than last year, Bloomberg cited the NEA as saying. Lauri Myllyvirta, lead analyst at CREA, posted on Bluesky that, even if this demand does disrupts the recent plateau in China’s emissions, the “structural trend” of clean-energy additions pushing overall emissions down will continue to drive reductions in the long-term.
68%
The share of China’s overseas energy investments that went to solar and wind projects between 2022-2023, reported Inside Climate News citing data from Boston University’s Global Development Policy Center. Only 13% of investments had gone into solar and wind from 2000-2021, added the outlet, noting that 2021 was the year that China pledged to stop funding overseas coal projects.
Spotlight
What is China’s ‘Shenzhen model’ for city-level low-carbon transition?
Shenzhen, a city bordering Hong Kong that is known for pioneering China’s economic reforms, is leading the country in several carbon mitigation measures and is seen as a “pilot” for the construction of “low-carbon cities”.
Carbon Brief looks back at Shenzhen’s efforts to date and assesses its progress on carbon mitigation. The full article will be available on Carbon Brief’s website.
Electric transportation
Since the 2000s, Shenzhen has developed strategies for “low-carbon development”. Part of this included nourishing the growth of a number of “strategic emerging industries”, such as “new-energy vehicles” (NEVs).
According to a government work report, Shenzhen – whose population makes up 1% of the country’s total – produced 22% of China’s NEVs in 2024. NEV also comprised 77% of the new car sales in Shenzhen last year, significantly higher than the national share of 48%.
The city has also replaced all of its buses, taxis and ride-hailing cars with electric versions – the first city to have done so in China.
Heran Zheng, lecturer in sustainable infrastructure economics and finance at University College London (UCL), told Carbon Brief that a city’s green transition mainly requires two focuses: “transport transition” and “industry decarbonisation”.
With no major heavy industries, Shenzhen has an “advantage” in industry low-carbon transition, said Zheng, which allows it to set “more ambitious” emissions targets.
Carbon control
Shenzhen was China’s “first city to explicitly state its commitment to the ‘dual control [of carbon]’ system”, according to Dialogue Earth. It issued two “implementation plans” towards this effort and developed a city-level carbon emissions cap.
Shenzhen plans to reduce its energy intensity by 14.5% before the end of 2025, compared to 2020 levels. The national energy intensity target is 13.5% during the same period.
Zheng said that Shenzhen’s commitment “should be within its capacity”, adding:
“There are three major carbon mitigation areas – steel, cement and electricity. Shenzhen has no major steel and cement industries, so it only needs to largely focus on electricity…In addition, the city is a technology hub. A lot of high-emission manufacturers have moved out of Shenzhen to its neighbouring cities.”
Another “big difference” between Shenzhen and other cities is that “Shenzhen has its own nuclear power”, said Zheng, which is “important” for the city’s electricity transition – the remaining sector that Shenzhen needs to put efforts on towards green transition.
Low-carbon energy
According to a 2021 report, nuclear power is Shenzhen’s “largest local power source”. It contributed 35% of the city’s total power generation in 2021.
Nuclear dwarfs all the other clean energy sources feeding into the city’s grid. The Shenzhen local authority’s 2025 government work report says current solar power capacity stands at about 1GW – and it does not mention wind capacity.
Its “14th five-year plan for climate change response” says that Shenzhen’s renewable energy capacity has “little room” for future growth due to “scarce” energy resources and “limited” land for wind and solar power.
In 2024, China approved the construction of more nuclear reactors in Shenzhen’s neighbouring city of Huizhou.
The Shenzhen government also aims to “raise the combined share of natural gas, nuclear and renewable energy to 90% in 2025, up from the current figure of 77%, which is noticeably ahead of the nationwide figure of 52%”, according to research published in 2022.
‘Green finance’
Shenzhen was one of the first seven cities and provinces in China that established a local “pilot” emissions trading system (ETS) in 2013, ahead of the national rollout in 2021.
Yan Qin, carbon analyst at consultancy firm ClearBlue Markets, told Carbon Brief that despite Shenzhen’s plans to expand the coverage of its ETS, most pilot ETSs are seeing their coverage “shrinking” due to enterprises leaving to join the national ETS.
In the meantime, Shenzhen issued China’s first overseas sales of “green government bonds” in 2021 in Hong Kong. In contrast, China’s national sovereign bonds were only available to international buyers from April 2025.
Zheng said that the impact of the green bonds is “hard to evaluate”. He added that projects, such as sewage treatment, can “also fall into the category of ‘green bonds’”. Although linked to energy efficiency improvement, they nonetheless make only “limited contributions” to cutting carbon emissions, he added.
‘Shenzhen model’
The local government and media outlets have touted the city’s achievements on climate as the “Shenzhen model”.
But Shenzhen’s journey is not all “replicable”, said Shen Xinyi, analyst and China team lead at the Centre for Research on Energy and Clean Air (CREA), adding that “Shenzhen capitalised on the opportunities of its era”.
Zheng said Shenzhen can “only represent a [certain] type of city in China, the ‘top tier’, such as Beijing, Shanghai and Guangzhou”. He added:
“There are more than 300 cities in China, all facing unique transition situations. It is meaningless for coal-heavy industrial cities to learn from Shenzhen.”
Other cities must “adapt strategies according to their unique conditions”, Shen added.
This report is by freelancing climate journalist Henry Zhang and Carbon Brief’s China section editor Wanyuan Song.
Watch, read, listen
CRITICAL MINERALS: An episode of consulting firm Trivium China’s podcast discussed China’s critical mineral export controls.
‘MARSHALL PLAN’?: Sam Geall, Dialogue Earth’s outgoing chief executive officer, published a comment on China’s new role amidst shifting “climate politics”.
US-CHINA DECOUPLING: In an exclusive interview with Chinese financial media Caixin, Huang Hanquan, dean of the Chinese Academy of Macroeconomic Research – a thinktank under the direct management of NDRC – said there are still “risks” in US-China decoupling.
‘ZERO-CARBON’ PARKS: The 21st Century Business Herald, a Chinese media outlet, published an interview with Chai Qimin, director of the International Cooperation Department at the National Center for Climate Change Strategy and International Cooperation, a thinktank under the China’s Ministry of Ecology and Environment, talking about “zero-carbon industrial parks”.
New science
Peer effects on rural household carbon emissions in China
Scientific Reports
New research found that the “peer effect” – a phenomenon where an individual’s behavior and attitudes are influenced by their peers – has a “significant positive impact” on carbon emissions in rural China. The paper quantified emissions from rural Chinese households over 2012-20 using data from “China family panel studies” and “carbon emission accounts and datasets”. The authors found that carbon emissions from “low social status families” are influenced by those of “high social status families”. They added that the “peer effect has a relatively greater impact on the carbon emissions of farmers in the eastern region”.
The impact of carbon news coverage on corporate green transformation
Scientific Reports
A new study of Chinese companies found that “carbon news coverage significantly enhances the corporate green transformation”. The authors examined the effect of “carbon news coverage” on the green transformation of “Chinese A-share listed enterprises” over 2013-21. They found that “carbon news coverage” can help enterprises with their “green transition” by “alleviating financing constraints, strengthening environmental information disclosure and increasing R&D investment”. They added that “carbon emissions trading market and carbon news coverage serve as multiple co-regulations of formal and informal environmental regulation, synergistically advancing enterprises’ green transformation”.
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 29 May 2025: The ‘Shenzen model’; Record solar growth; NDRC rejected industrial ‘rat race’ appeared first on Carbon Brief.
Climate Change
DeBriefed 6 February 2026: US secret climate panel ‘unlawful’ | China’s clean energy boon | Can humans reverse nature loss?
Welcome to Carbon Brief’s DeBriefed.
An essential guide to the week’s key developments relating to climate change.
This week
Secrets and layoffs
UNLAWFUL PANEL: A federal judge ruled that the US energy department “violated the law when secretary Chris Wright handpicked five researchers who rejected the scientific consensus on climate change to work in secret on a sweeping government report on global warming”, reported the New York Times. The newspaper explained that a 1972 law “does not allow agencies to recruit or rely on secret groups for the purposes of policymaking”. A Carbon Brief factcheck found more than 100 false or misleading claims in the report.
DARKNESS DESCENDS: The Washington Post reportedly sent layoff notices to “at least 14” of its climate journalists, as part of a wider move from the newspaper’s billionaire owner, Jeff Bezos, to eliminate 300 jobs at the publication, claimed Climate Colored Goggles. After the layoffs, the newspaper will have five journalists left on its award-winning climate desk, according to the substack run by a former climate reporter at the Los Angeles Times. It comes after CBS News laid off most of its climate team in October, it added.
WIND UNBLOCKED: Elsewhere, a separate federal ruling said that a wind project off the coast of New York state can continue, which now means that “all five offshore wind projects halted by the Trump administration in December can resume construction”, said Reuters. Bloomberg added that “Ørsted said it has spent $7bn on the development, which is 45% complete”.
Around the world
- CHANGING TIDES: The EU is “mulling a new strategy” in climate diplomacy after struggling to gather support for “faster, more ambitious action to cut planet-heating emissions” at last year’s UN climate summit COP30, reported Reuters.
- FINANCE ‘CUT’: The UK government is planning to cut climate finance by more than a fifth, from £11.6bn over the past five years to £9bn in the next five, according to the Guardian.
- BIG PLANS: India’s 2026 budget included a new $2.2bn funding push for carbon capture technologies, reported Carbon Brief. The budget also outlined support for renewables and the mining and processing of critical minerals.
- MOROCCO FLOODS: More than 140,000 people have been evacuated in Morocco as “heavy rainfall and water releases from overfilled dams led to flooding”, reported the Associated Press.
- CASHFLOW: “Flawed” economic models used by governments and financial bodies “ignor[e] shocks from extreme weather and climate tipping points”, posing the risk of a “global financial crash”, according to a Carbon Tracker report covered by the Guardian.
- HEATING UP: The International Olympic Committee is discussing options to hold future winter games earlier in the year “because of the effects of warmer temperatures”, said the Associated Press.
54%
The increase in new solar capacity installed in Africa over 2024-25 – the continent’s fastest growth on record, according to a Global Solar Council report covered by Bloomberg.
Latest climate research
- Arctic warming significantly postpones the retreat of the Afro-Asian summer monsoon, worsening autumn rainfall | Environmental Research Letters
- “Positive” images of heatwaves reduce the impact of messages about extreme heat, according to a survey of 4,000 US adults | Environmental Communication
- Greenland’s “peripheral” glaciers are projected to lose nearly one-fifth of their total area and almost one-third of their total volume by 2100 under a low-emissions scenario | The Cryosphere
(For more, see Carbon Brief’s in-depth daily summaries of the top climate news stories on Monday, Tuesday, Wednesday, Thursday and Friday.)
Captured
Solar power, electric vehicles and other clean-energy technologies drove more than a third of the growth in China’s economy in 2025 – and more than 90% of the rise in investment, according to new analysis for Carbon Brief (shown in blue above). Clean-energy sectors contributed a record 15.4tn yuan ($2.1tn) in 2025, some 11.4% of China’s gross domestic product (GDP) – comparable to the economies of Brazil or Canada, the analysis said.
Spotlight
Can humans reverse nature decline?
This week, Carbon Brief travelled to a UN event in Manchester, UK to speak to biodiversity scientists about the chances of reversing nature loss.
Officials from more than 150 countries arrived in Manchester this week to approve a new UN report on how nature underpins economic prosperity.
The meeting comes just four years before nations are due to meet a global target to halt and reverse biodiversity loss, agreed in 2022 under the landmark “Kunming-Montreal Global Biodiversity Framework” (GBF).
At the sidelines of the meeting, Carbon Brief spoke to a range of scientists about humanity’s chances of meeting the 2030 goal. Their answers have been edited for length and clarity.
Dr David Obura, ecologist and chair of Intergovernmental Science-Policy Platform on Biodiversity and Ecosystem Services (IPBES)
We can’t halt and reverse the decline of every ecosystem. But we can try to “bend the curve” or halt and reverse the drivers of decline. That’s the economic drivers, the indirect drivers and the values shifts we need to have. What the GBF aspires to do, in terms of halting and reversing biodiversity loss, we can put in place the enabling drivers for that by 2030, but we won’t be able to do it fast enough at this point to halt [the loss] of all ecosystems.
Dr Luthando Dziba, executive secretary of IPBES
Countries are due to report on progress by the end of February this year on their national strategies to the Convention on Biological Diversity [CBD]. Once we get that, coupled with a process that is ongoing within the CBD, which is called the global stocktake, I think that’s going to give insights on progress as to whether this is possible to achieve by 2030…Are we on the right trajectory? I think we are and hopefully we will continue to move towards the final destination of having halted biodiversity loss, but also of living in harmony with nature.
Prof Laura Pereira, scientist at the Global Change Institute at Wits University, South Africa
At the global level, I think it’s very unlikely that we’re going to achieve the overall goal of halting biodiversity loss by 2030. That being said, I think we will make substantial inroads towards achieving our longer term targets. There is a lot of hope, but we’ve also got to be very aware that we have not necessarily seen the transformative changes that are going to be needed to really reverse the impacts on biodiversity.
Dr David Cooper, chair of the UK’s Joint Nature Conservation Committee and former executive secretary of the Convention on Biological Diversity
It’s important to look at the GBF as a whole…I think it is possible to achieve those targets, or at least most of them, and to make substantial progress towards them. It is possible, still, to take action to put nature on a path to recovery. We’ll have to increasingly look at the drivers.
Prof Andrew Gonzalez, McGill University professor and co-chair of an IPBES biodiversity monitoring assessment
I think for many of the 23 targets across the GBF, it’s going to be challenging to hit those by 2030. I think we’re looking at a process that’s starting now in earnest as countries [implement steps and measure progress]…You have to align efforts for conserving nature, the economics of protecting nature [and] the social dimensions of that, and who benefits, whose rights are preserved and protected.
Neville Ash, director of the UN Environment Programme World Conservation Monitoring Centre
The ambitions in the 2030 targets are very high, so it’s going to be a stretch for many governments to make the actions necessary to achieve those targets, but even if we make all the actions in the next four years, it doesn’t mean we halt and reverse biodiversity loss by 2030. It means we put the action in place to enable that to happen in the future…The important thing at this stage is the urgent action to address the loss of biodiversity, with the result of that finding its way through by the ambition of 2050 of living in harmony with nature.
Prof Pam McElwee, Rutgers University professor and co-chair of an IPBES “nexus assessment” report
If you look at all of the available evidence, it’s pretty clear that we’re going to keep experiencing biodiversity decline. I mean, it’s fairly similar to the 1.5C climate target. We are not going to meet that either. But that doesn’t mean that you slow down the ambition…even though you recognise that we probably won’t meet that specific timebound target, that’s all the more reason to continue to do what we’re doing and, in fact, accelerate action.
Watch, read, listen
OIL IMPACTS: Gas flaring has risen in the Niger Delta since oil and gas major Shell sold its assets in the Nigerian “oil hub”, a Climate Home News investigation found.
LOW SNOW: The Washington Post explored how “climate change is making the Winter Olympics harder to host”.
CULTURE WARS: A Media Confidential podcast examined when climate coverage in the UK became “part of the culture wars”.
Coming up
- 2-8 February: 12th session of the Intergovernmental Science-Policy Platform on Biodiversity and Ecosystem Services (IPBES), Manchester, UK
- 8 February: Japanese general election
- 8 February: Portugal presidential election
- 11 February: Barbados general election
- 11-12 February: UN climate chief Simon Stiell due to speak in Istanbul, Turkey
Pick of the jobs
- UK Met Office, senior climate science communicator | Salary: £43,081-£46,728. Location: Exeter, UK
- Canadian Red Cross, programme officer, Indigenous operations – disaster risk reduction and climate change adaptation | Salary: $56,520-$60,053. Location: Manitoba, Canada
- Aldersgate Group, policy officer | Salary: £33,949-£39,253. Location: London (hybrid)
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 6 February 2026: US secret climate panel ‘unlawful’ | China’s clean energy boon | Can humans reverse nature loss? appeared first on Carbon Brief.
Climate Change
China Briefing 5 February 2026: Clean energy’s share of economy | Record renewables | Thawing relations with UK
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
Solar and wind eclipsed coal
‘FIRST TIME IN HISTORY’: China’s total power capacity reached 3,890 gigawatts (GW) in 2025, according to a National Energy Administration (NEA) data release covered by industry news outlet International Energy Net. Of this, it said, solar capacity rose 35% to 1,200GW and wind capacity was up 23% to 640GW, while thermal capacity – which is mostly coal – grew 6% to just over 1,500GW. This marks the “first time in history” that wind and solar capacity has outranked coal capacity in China’s power mix, reported the state-run newspaper China Daily. China’s grid-related energy storage capacity exceeded 213GW in 2025, said state news agency Xinhua. Meanwhile, clean-energy industries “drove more than 90%” of investment growth and more than half of GDP growth last year, said the Guardian in its coverage of new analysis for Carbon Brief. (See more in the spotlight below.)
DAWN FOR SOLAR: Solar power capacity alone may outpace coal in 2026, according to projections by the China Electricity Council (CEC), reported business news outlet 21st Century Business Herald. It added that non-fossil sources could account for 63% of the power mix this year, with coal falling to 31%. Separately, the China Renewable Energy Society said that annual wind-power additions could grow by between 600-980GW over the next five years, with annual additions of 120GW expected until 2028, said industry news outlet China Energy Net. China Energy Net also published the full CEC report.
STATE MEDIA VOICE: Xinhua published several energy- and climate-related articles in a series on the 15th five-year plan. One said that becoming a low-carbon energy “powerhouse” will support decarbonisation efforts, strengthen industrial innovation and improve China’s “global competitive edge and standing”. Another stated that coal consumption is “expected” to peak around 2027, with continued “growth” in the power and chemicals sector, while oil has already peaked. A third noted that distributed energy systems better matched the “characteristics of renewable energy” than centralised ones, but warned against “blind” expansion and insufficient supporting infrastructure. Others in the series discussed biodiversity and environmental protection and recycling of clean-energy technology. Meanwhile, the communist party-affiliated People’s Daily said that oil will continue to play a “vital role” in China, even after demand peaks.
Starmer and Xi endorsed clean-energy cooperation
CLIMATE PARTNERSHIP: UK prime minister Keir Starmer and Chinese president Xi Jinping pledged in Beijing to deepen cooperation on “green energy”, reported finance news outlet Caixin. They also agreed to establish a “China-UK high-level climate and nature partnership”, said China Daily. Xi told Starmer that the two countries should “carry out joint research and industrial transformation” in new energy and low-carbon technologies, according to Xinhua. It also cited Xi as saying China “hopes” the UK will provide a “fair” business environment for Chinese companies.
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OCTOPUS OVERSEAS: During the visit, UK power-trading company Octopus Energy and Chinese energy services firm PCG Power announced they would be starting a new joint venture in China, named Bitong Energy, reported industry news outlet PV Magazine. The move “marks a notable direct entry” of a foreign company into China’s “tightly regulated electricity market”, said Caixin.
PUSH AND PULL: UK policymakers also visited Chinese clean-energy technology manufacturer Envision in Shanghai, reported finance news outlet Yicai. It quoted UK business secretary Peter Kyle emphasising that partnering with companies “like Envision” on sustainability is a “really important part of our future”, particularly in terms of job creation in the UK. Trade minister Chris Bryant told Radio Scotland Breakfast that the government will decide on Chinese wind turbine manufacturer Mingyang’s plans for a Scotland factory “soon”. Researchers at the thinktank Oxford Institute for Energy Studies wrote in a guest post for Carbon Brief that greater Chinese competition in Europe’s wind market could “help spur competition in Europe”, if localisation rules and “other guardrails” are applied.
More China news
- LIFE SUPPORT: China will update its coal capacity payment mechanism, which will raise thresholds for coal-fired power plants and expand to cover gas-fired power and pumped and new-energy storage, reported current affairs outlet China News.
- FRONTIER TECH: The world’s “largest compressed-air power storage plant” has begun operating in China, said Bloomberg.
- PARTNERSHIP A ‘MISTAKE’: The EU launched a “foreign subsidies” probe into Chinese wind turbine company Goldwind, said the Hong Kong-based South China Morning Post. EU climate chief Wopke Hoekstra said the bloc must resist China’s pull in clean technologies, according to Bloomberg.
- TRADE SPAT: The World Trade Organization “backed a complaint by China” that the US Inflation Reduction Act “discriminated against” Chinese cleantech exports, said Reuters.
- NEW RULES: China has set “new regulations” for the Waliguan Baseline Observatory, which provides “key scientific references for the United Nations Framework Convention on Climate Change”, said the People’s Daily.
Captured
New or reactivated proposals for coal-fired power plants in China totalled 161GW in 2025, according to a new report covered by Carbon Brief.
Spotlight
Clean energy drove China’s economic growth in 2025
New analysis for Carbon Brief finds that clean-energy sectors contributed the equivalent of $2.1tn to China’s economy last year, making it a key driver of growth. However, headwinds in 2026 could restrict growth going forward – especially for the solar sector.
Below is an excerpt from the article, which can be read in full on Carbon Brief’s website.
Solar power, electric vehicles (EVs) and other clean-energy technologies drove more than a third of the growth in China’s economy in 2025 – and more than 90% of the rise in investment.
Clean-energy sectors contributed a record 15.4tn yuan ($2.1tn) in 2025, some 11.4% of China’s gross domestic product (GDP)
Analysis shows that China’s clean-energy sectors nearly doubled in real value between 2022-25 and – if they were a country – would now be the 8th-largest economy in the world.
These investments in clean-energy manufacturing represent a large bet on the energy transition in China and overseas, creating an incentive for the government and enterprises to keep the boom going.
However, there is uncertainty about what will happen this year and beyond, particularly due to a new pricing system, worsening industrial “overcapacity” and trade tensions.
Outperforming the wider economy
China’s clean-energy economy continues to grow far more quickly than the wider economy, making an outsized contribution to annual growth.
Without these sectors, China’s GDP would have expanded by 3.5% in 2025 instead of the reported 5.0%, missing the target of “around 5%” growth by a wide margin.
Clean energy made a crucial contribution during a challenging year, when promoting economic growth was the foremost aim for policymakers.
In 2024, EVs and solar had been the largest growth drivers. In 2025, it was EVs and batteries, which delivered 44% of the economic impact and more than half of the growth of the clean-energy industries.
The next largest subsector was clean-power generation, transmission and storage, which made up 40% of the contribution to GDP and 30% of the growth in 2025.
Within the electricity sector, the largest drivers were growth in investment in wind and solar power generation capacity, along with growth in power output from solar and wind, followed by the exports of solar-power equipment and materials.
But investment in solar-panel supply chains, a major growth driver in 2022-23, continued to fall for the second year, as the government made efforts to rein in overcapacity and “irrational” price competition.
Headwinds for solar
Ongoing investment of hundreds of billions of dollars represents a gigantic bet on a continuing global energy transition.
However, developments next year and beyond are unclear, particularly for solar. A new pricing system for renewable power is creating uncertainty, while central government targets have been set far below current rates of clean-electricity additions.
Investment in solar-power generation and solar manufacturing declined in the second half of the year.
The reduction in the prices of clean-energy technology has been so dramatic that when the prices for GDP statistics are updated, the sectors’ contribution to real GDP – adjusted for inflation or, in this case deflation – will be revised down.
Nevertheless, the key economic role of the industry creates a strong motivation to keep the clean-energy boom going. A slowdown in the domestic market could also undermine efforts to stem overcapacity and inflame trade tensions by increasing pressure on exports to absorb supply.
Local governments and state-owned enterprises will also influence the outlook for the sector.
Provincial governments have a lot of leeway in implementing the new electricity markets and contracting systems for renewable power generation. The new five-year plans, to be published this year, will, therefore, be of major importance.
This spotlight was written for Carbon Brief by Lauri Myllyvirta, lead analyst at Centre for Research on Energy and Clean Air (CREA), and Belinda Schaepe, China policy analyst at CREA. CREA China analysts Qi Qin and Chengcheng Qiu contributed research.
Watch, read, listen
PROVINCE INFLUENCE: The Institute for Global Decarbonization Progress, a Beijing-based thinktank, published a report examining the climate-related statements in provincial recommendations for the 15th five-year plan.
‘PIVOT’?: The Outrage + Optimism podcast spoke with the University of Bath’s Dr Yixian Sun about whether China sees itself as a climate leader and what its role in climate negotiations could be going forward.
COOKING FOR CLEAN-TECH: Caixin covered rising demand for China’s “gutter oil” as companies “scramble” to decarbonise.
DON’T GO IT ALONE: China News broadcast the Chinese foreign ministry’s response to the withdrawal of the US from the Paris Agreement, with spokeswoman Mao Ning saying “no country can remain unaffected” by climate change.
$6.8tn
The current size of China’s green-finance economy, including loans, bonds and equity, according to Dr Ma Jun, the Institute of Finance and Sustainability’s president,in a report launch event attended by Carbon Brief. Dr Ma added that “green loans” make up 16% of all loans in China, with some areas seeing them take a 34% share.
New science
- China’s official emissions inventories have overestimated its hydrofluorocarbon emissions by an average of 117m tonnes of carbon dioxide equivalent (mtCO2e) every year since 2017 | Nature Geoscience
- “Intensified forest management efforts” in China from 2010 onwards have been linked to an acceleration in carbon absorption by plants and soils | Communications Earth and Environment
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China Briefing is written by Anika Patel and edited by Simon Evans. Please send tips and feedback to china@carbonbrief.org
The post China Briefing 5 February 2026: Clean energy’s share of economy | Record renewables | Thawing relations with UK appeared first on Carbon Brief.
Under pressure from Congress, President Donald Trump quietly signed into law a funding package that provides billions of dollars more in foreign assistance spending than he had originally wanted to for the fiscal year between October 2025 and September 2026.
The legislation allocates $50 billion, $9 billion less than the level agreed the previous year under President Biden but $19 billion more than Trump proposed, restoring health and humanitarian aid spending to near pre-Trump levels.
Democratic Senator Patty Murray, vice-chair of the committee on appropriations, said that “while including some programmatic funding cuts, the bill rejects the Trump administration’s evisceration of US foreign assistance programmes”.
But, with climate a divisive issue in the US, spending on dedicated climate programmes was largely absent. Clarence Edwards, executive director of E3G’s US office, told Climate Home News that “the era of large US government investment in climate policy is over, at least for the foreseeable future”.
The package ruled out any support for the Climate Investment Funds’ Clean Technology Fund, which supports low-carbon technologies in developing countries and had received $150 million from the US in the previous fiscal year.
The US also made no pledge to the Africa Development Fund (ADF) – a mechanism run by the African Development Bank that provides grants and low-interest loans to the poorest African nations. A government spokesperson told Reuters that decision reflected concerns that “like too many other institutions, the ADF has adopted a disproportionate focus on climate change, gender, and social issues”.
GEF spared from cuts
Trump did, however, agree to Congress’s request to make $150 million – more than last year – available for the Global Environment Facility (GEF), which tackles environmental issues like biodiversity loss, land degradation and climate change.
Edwards said that GEF funding “survived due to Congressional pushback and a refocus on non-climate priorities like biodiversity, plastics and ocean ecosystems, per US Treasury guidance”.
Congress also pressured Trump into giving $54 million to the Rome-based International Fund for Agricultural Development. Its goals include helping small-scale farmers adapt to climate change and reduce emissions.
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Without any pressure from Congress, Trump approved tens of millions of dollars each for multilateral development banks in Asia, Africa and Europe and just over a billion dollars for the World Bank’s International Development Association, which funds development projects in the world’s poorest countries.
As most of these banks have climate programmes and goals, much of this money is likely to be spent on climate action. The largest lender, the World Bank, aims to devote 45% of its finance to climate programmes, although, as Climate Home News has reported, its definition of climate spending is considered too loose by some analysts.
The bill also earmarks $830 million – nearly triple what Trump originally wanted – for the Millennium Challenge Corporation, a George W. Bush-era institution that has increasingly backed climate-focussed projects like transmission lines to bring clean hydropower to cities in Nepal.
No funding boost for DFC
While Congress largely increased spending, it rejected Trump’s call for nearly $4 billion for the Development Finance Corporation (DFC), granting just under $1 billion instead – similar to previous years.
Under Biden, there had been a push to get the DFC to support clean energy projects. But the Trump administration ended DFC’s support for projects like South Africa’s clean energy transition.
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At a recent board meeting, the DFC’s board – now dominated by Trump administration officials – approved US financial support for Chevron Mediterranean Limited, the developers of an Israeli gas field.
Kate DeAngelis, deputy director at Friends of the Earth US told Climate Home News it was good for the climate that Trump had not been able to boost the DFC’s budget. “DFC seems set up to focus mainly on the dirtiest deals without any focus on development,” she said.
US Congressional elections in November could lead to Democrats retaking control of one or both houses of Congress. Edwards said that “Democratic gains might restore funding [in the next fiscal year], while Republican holds would likely extend cuts”.
But he warned that “budgetary pressures and a murky economic environment don’t hold promise of increases in US funding for foreign assistance and climate programs, regardless of which party controls Congress”.
The post Congress rescues aid budget from Trump’s “evisceration” but climate misses out appeared first on Climate Home News.
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