Welcome to Carbon Brief’s China Briefing.
Carbon Brief handpicks and explains the most important climate and energy stories from China over the past fortnight. Subscribe for free here.
Snapshot
EV INVESTIGATION: China deemed the “formal” launch of the EU’s investigation into Chinese subsidies for electric vehicles as a “naked act of protectionism”, but refrained from making similarly strong public remarks during a visit from EU trade commissioner Valdis Dombrovskis.
DOUBLING NUCLEAR: The China Nuclear Energy Association said China can greenlight six to eight new nuclear power units a year, with the technology’s share of electricity doubling to 10% by 2035 and then 18% by 2060.
TREE RULES: China reformed communal forest tenure systems to encourage environmental protection and provide another revenue stream for low-income rural households. The rules could encourage the development of carbon sinks – or increase logging activity.
SPOTLIGHT: As China’s “belt and road initiative” celebrates its tenth anniversary, Carbon Brief asked four experts what it could mean for climate action in the decade ahead.
NEW SCIENCE: Studies found that citizens experience relatively limited levels of “energy justice” under China’s implementation of energy transition policies and, separately, that there were “substantial health co-benefits” from residential decarbonisation, particularly in northern China.
Key developments
EU split over Chinese EV probe
EV SPLIT: The European Commission has “formally launched” an anti-subsidies probe into electric vehicles manufactured in China, a process that should last one year, reported Bloomberg. The investigation was triggered by a request from France, according to the Hong-Kong based news outlet the South China Morning Post (SCMP). France has already changed “eligibility rules” to “make sure French state cash is not benefiting Chinese carmakers”, reported Reuters. But German chancellor Olaf Scholz has opposed the commission’s move on the grounds that “our economic model should not be based or rely on protectionism”, reported another Reuters article. The bloc’s solar, wind and battery manufacturers have also sought support to compete against cheap Chinese competition, reported SCMP. German-language business newspaper Handelsblatt said the EU plans policies to make its wind industry more competitive with Chinese manufacturers.
CHINA’S REACTION: Beijing repeated its “strong dissatisfaction” with the investigation, calling it “a naked act of protectionism”, reported state news agency Xinhua. However, Bloomberg noted that China did not “publicly” share that criticism during commission executive vice-president Valdis Dombrovskis’ four-day trip to the country, shying away from confrontation amid “a broader push to stabilise geopolitical relationships [and] an economic slowdown at home”. Another Bloomberg article said that Tesla will be a significant focus of the EU investigation, having “enjoyed perks in China that other international companies struggled to obtain”. Elsewhere, Xie Zhenhua, China’s special envoy for climate change, “stressed the importance of opposing trade protectionism” at a summit in China, reported CGTN, a state-affiliated Chinese media outlet. The Communist party-backed People’s Daily published a commentary under the “Zhongyin” byline – a nom de plume for top party leadership – saying the fact that “more than 60% of the world’s new energy vehicles are produced and sold in China” was an example of the country’s economic dynamism.
METALS SCRAP: Meanwhile, debate continues over China’s dominance of critical mineral supply chains, with the Financial Times reporting comments by US energy secretary Jennifer Granholm saying the situation could make the global energy transition “infinitely more complex”. China’s export of germanium, used for making solar panels and other technologies, fell to “zero” in August after the government imposed export controls, reported TechSpot. At the same time, China has told local EV companies to procure chips and other components domestically to “set up a self-sufficient EV supply chain”, reported DigiTimes Asia. However, Reuters reported that US firm AXT and a number of unnamed Chinese firms had received export licences in September for “gallium and germanium products” for certain customers.
Growing role for nuclear
10% BY 2035: Nuclear power’s share is expected to double to 10% of China’s electricity by 2035 and then grow to 18% by 2060, with installed capacity climbing from 57 gigawatts (GW) today to 400GW by 2060, according to the China Nuclear Energy Association (CNEA), Reuters reported. The outlet said China expected to approve “six to eight new nuclear power units” every year from now on. The state-run newspaper China Daily quoted Wang Binghua, the director of CNEA’s nuclear energy public communication committee, as telling the Paper: “In the context of achieving both the carbon goals and ensuring economic growth, nuclear energy has demonstrated its irreplaceable advantages.” According to the outlet, he said reaching the 10% projection would cut carbon dioxide (CO2) emissions by about 920m tonnes over this period. (For more background, see Carbon Brief’s Q&A: How China is using nuclear power to reduce its carbon emissions.)
SHIFTING VIEWS: Meanwhile, China Daily published comments made in a speech by International Atomic Energy Agency (IAEA) director general Rafael Grossi, who said that the public’s view towards nuclear energy has shifted. He stated that the “emergency” brought about by climate change was “undeniable” and that nuclear energy could play a “positive role” as part of the solution. “In the past few years, we have not been vocal enough about the benefits of nuclear power, but that page has been turned,” he added.
New forestry rules
CARBON SINKS: China released a plan to reform its communal forest tenure system in order to “enhance farmers’ incomes and promote green growth”, reported state news media CGTN. One aim of the plan is to “improve forest quality”, the outlet said, adding that “green industries, such as ecological tourism, maintaining healthy forests and environmental education” will be established. Business news outlet 21st Century Daily noted in an opinion column that the plan “encourages eligible places to carry out forestry carbon sink projects and establish a forestry carbon sink trading market”. The Legal Daily reported that the measures call for provinces to “strengthen the supply capacity of important primary forest products…and encourage provinces, cities and counties with forest resources to cultivate forestry ‘pillar industries’”. In an email to subscribers, consultancy Trivium China said the reforms could lead to greater logging activity.
CCER TRADING: Meanwhile, business news outlet Jiemian published comments by experts on the inclusion of forestry carbon sinks in China’s certified voluntary emission reductions scheme (CCERs). They explained some of the risks involved in the scheme, including guarding against oversupply, filling “legal gaps” in the policy framework and finalising mechanisms for distributing the proceeds of credit sales.
China’s ‘key role’ at COP28
CLIMATE DIPLOMACY: COP28 president-designate Sultan Ahmed Al Jaber wrote in an opinion article for state news agency Xinhua that China will play a “key role” in delivering on a COP28 agenda that “aims at fast-tracking an equitable and orderly energy transition, fixing climate finance, and focusing on people’s lives and livelihoods, while underpinning everything with full inclusivity”. He added that China is critical both for “driving clean energy adoption” in the global south and for supplying funding to support other developing nations’ energy transitions. Separately, China News quoted Zhang Jun, China’s permanent representative to the United Nations, as saying that China’s climate actions stand in sharp contrast to the “empty promises” of western nations. Elsewhere, Foreign Policy said foreign minister Wang Yi is expected to travel to the US in October to manage their “increasingly frosty relations” and to “pave the way for a highly anticipated, but still unscheduled meeting between US president Joe Biden and Chinese president Xi Jinping”.
COAL CONTINUES: Meanwhile, speaking at a forum in Beijing, China’s climate envoy Xie Zhenhua said that the “complete phasing-out of fossil fuels is not realistic”, reported Reuters. This came as Hong Kong-based South China Morning Post covered a report from energy consultancy Rystad Energy finding that “China will increase its coal consumption until 2026 and will only record declines after 2027”.
Spotlight
How will China’s belt and road initiative impact climate action?
China will host the third Belt and Road Forum for International Cooperation this month, as “2023 mark[s] the 10th anniversary of the belt and road initiative (BRI)”, Reuters reported. More than 110 countries are set to attend.
The BRI is a global infrastructure project that aims to develop transcontinental trade routes between China and the rest of the world. With China having stated an intention to pivot the initiative towards low-carbon energy development, Carbon Brief asks leading experts what impact the BRI might have on climate action in the decade ahead. Their responses have been edited for clarity and length.
Prof Kevin P Gallagher, director of the Boston University Global Development Policy Center:
As the BRI moves into its second decade, China can solidify its pivot toward low-carbon development in the global south. According to our research at the Boston University Global Development Policy Center, in the early stages of the BRI the majority of China’s overseas energy finance was…in fossil fuels in general and coal-fired power plants in particular. Emissions from the operating Chinese-financed power plants around the world now emit upwards of 245m tonnes of CO2 annually, roughly the energy-related CO2 emissions from the entire country of Spain or Thailand annually. In 2021, China announced it would not build new coal-fired power projects abroad and to step up support for low-carbon development. Moving forward, China could pledge to ramp up overseas financing for low carbon development and adopt a green project pipeline facility to ensure alignment with these directives.
Prof Lin Boqiang, dean of the China Institute for Studies in Energy Policy, Xiamen University:
In some countries along the “belt and road”, despite the rapid growth of energy demand, the development of green energy is limited due to their relatively backward economic and technological level and the lack of advanced clean-energy technology and facilities. Through the construction of renewable energy projects, such as wind and solar power, China can provide technical, financial and experience support to host countries to promote the development and upgrading of their renewable energy industries. By providing more clean-energy supplies to these countries…China helps them reduce their dependence on traditional energy sources and promotes energy transformation and green development. At the same time, some countries along the belt and road have problems such as unstable energy supply, energy poverty and low energy efficiency…Cooperation to develop renewable energy projects…will help these countries improve their energy security and promote sustainable development along the belt and road.
Yasiru Ranaraja, founding director of the Belt and Road Initiative Sri Lanka (BRISL)
China’s commitment to shift the BRI towards low-carbon energy development has significant implications for climate action in the coming decade…China, through the BRI, has emerged as a crucial player in advocating a three-phase approach to low-carbon development: funding, construction and operation. Under the BRI umbrella, numerous infrastructure projects…are dedicated to green development…For example, in Sri Lanka, the Colombo International Container Terminal (CICT), which is an investment development project under BRI, has embraced green technology since its inception in 2014.
This terminal has witnessed a remarkable increase in cargo volumes over the years while prioritising environmental sustainability. The shift to electric cranes has resulted in a 45% reduction in CO2 emissions and a 95% decrease in diesel consumption…Additionally, more than 80% of the terminal’s electricity comes from solar technology. The terminal’s success story…exemplifies how commercial prosperity and environmental protection can coexist harmoniously.
Prof Christoph Nedopil Wang, director of the Griffith Asia Institute, Griffith University:
China controls almost all parts of the green-energy supply chain – from critical minerals for batteries to wafer production for solar, from manufacturing wind turbines to the necessary financing. Without China’s cooperation, a green-energy transition is hardly achievable – whether in the BRI or beyond…BRI countries, meanwhile, must improve their energy planning, energy policy and power markets to be able to attract sufficient Chinese investments in green energy. This should include a phase-down of fossil subsidies and better utilisation of blended finance to reduce financing cost for green energies, as well as longer-term green energy PPAs (power purchase agreements). A big question remains on the accelerated phase-down of Chinese sponsored coal-fired power plants and replacement with green energy. A recent study by the Green Finance & Development Center and Climate Smart Ventures shows significant financial benefits for Chinese sponsors of plants in Vietnam and Pakistan when accelerating retirement and replacement.
Watch, read, listen
PEAK OIL: The Financial Times explored the tension that exists between China’s role as the largest global consumer of oil and the minor role that oil plays in China’s energy mix, following comments by the chief executive of one of China’s largest oil companies that “perhaps this year China’s domestic oil demand will reach a peak”.
CRITICAL MINERALS: In the third part of a series on China and energy geopolitics, the Oxford Institute for Energy Studies discussed China’s importance for the critical minerals used in new energy supply chains and what its dominance could mean for the future.
METHANE RESEARCH: The Woodrow Wilson Center interviewed Dr Hu Tao, founder of the Lakestone Institute for Sustainable Development, on his institute’s work on methane mitigation from food waste and manure in China, as well as on his views on how China’s voluntary carbon credit scheme (CCERs) could mitigate agricultural methane.
MARKET MECHANISMS: Caixin published part of the upcoming report on China’s “carbon neutral strategy and path selection”, written by the Boao Forum for Asia Academy. The report advocates improving market mechanisms to support a “just” energy transition, such as research investment, carbon markets, power grid pricing and funding non-renewable “clean” energy solutions.
New science
Costs and health benefits of the rural energy transition to carbon neutrality in China
Nature Communications
A study found that residential decarbonisation “would remarkably improve air quality in northern China, yielding substantial health co-benefits”. Decarbonising rural cooking and heating, the researchers added, “would triple contemporary energy consumption from 2014 to 2060”, which would considerably reduce energy poverty in China. The effects would be most strongly felt in Shandong, Heilongjiang, Shanxi and Hebei provinces.
Assessing energy justice in climate change policies: an empirical examination of China’s energy transition
Climate Policy
A new study explored “key aspects of energy transition policy implementation in China” through the lens of distributional, recognition and procedural justice. From a case study assessing China’s ‘coal-to-gas’ energy transition policy in rural regions, it found a “markedly low” level of procedural justice, linked to poor access to political participation and low transparency. It also found “insufficient acknowledgment of the needs of specific groups” during the energy transition. By contrast, the level of distributional justice, defined as equitable allocation of benefits, was “reasonably high”.
China Briefing is compiled by Anika Patel and edited by Wanyuan Song and Simon Evans. Please send tips and feedback to china@carbonbrief.org.
The post China Briefing 5 October: EV investigation; Forest rules; BRI and climate appeared first on Carbon Brief.
China Briefing 5 October: EV investigation; Forest rules; BRI and climate
Climate Change
As El Niño intensifies, we should be investing more in the world’s farmers
An exceptional El Niño is building. The World Meteorological Organization (WMO) says it has intensified to very strong levels and is likely to last at least through February 2027. If its current trajectory holds, it could become stronger than anything seen since WMO monitoring began four decades ago.
That is bad news for agriculture. El Niño – a naturally occurring weather phenomenon – can scramble rainfall patterns across the world, bringing drought to some regions and floods to others. And this time it is unfolding against the backdrop of a significantly hotter climate, with farmers already contending with unreliable growing seasons, extreme heat and less predictable rainfall because of global warming.
El Niño expected to bring next record-hot year as soon as 2027
We are seeing the consequences already. In Sri Lanka, drought linked to El Niño has dried wells and reservoirs and cut into crops and farmer incomes. Indonesia is experiencing its worst wildfire season in 11 years, with prolonged drought and extreme heat exacerbated by El Niño. And in Peru, authorities are preparing for the opposite extreme: intense rains, flooding and landslides which the national civil-defence agency says could affect around 1.2 million people.
These impacts will multiply as El Niño intensifies.
And yet, just as the risks to food production are rising, the money available to help farmers withstand them is shrinking.
10% funding decline in 2024
A forthcoming analysis from the Food and Agriculture Organization (FAO) shows that climate-related development finance for agrifood systems is moving in the wrong direction. In 2024, the latest year for which data is available, it fell by 10 percent compared with a 2 percent overall decline. The sectors that put food on our tables — crops, livestock, forestry and fisheries — received just 5 percent.
Yet this is precisely the moment when climate investment in agriculture needs to grow, not shrink. It can help communities adapt, build resilience and protect food security, while unlocking larger flows of public and private finance. Agriculture feeds us, supports the livelihoods of well over a billion people, and is often the first sector hit by drought, floods and extreme heat. Cutting that investment now is a false economy.
One failed harvest can plant the seed for the next crisis, forcing farmers to eat the seed they have saved for planting, sell livestock or tools, or take on debt. It can also deepen food insecurity, disrupt supply chains and drive up prices, showing up months later in supermarket aisles far away.
The Central American Dry Corridor, stretching through much of the region, shows both how exposed farmers are, and what investment can do. Based on an analysis of 41 years of satellite observations, FAO finds that some crop and pasture areas there face more than a 50 percent chance of agricultural drought over the coming months.
About half of Central America’s 1.9 million producers of maize, beans and other basic grains live in the Dry Corridor. Many grow food both for sale and for their own families. When a harvest fails, they lose both income and dinner.
El Salvador project conserves water and soil
In El Salvador, which lies within the Dry Corridor, more than 50,000 farmers have adopted practices to better withstand drought and increasingly unreliable rainfall through RECLIMA, a project financed by the Green Climate Fund and implemented by FAO in partnership with the government of El Salvador. It has substantial national co-financing, including from the country’s Environmental Investment Fund.
El Niño can intensify El Salvador’s annual mid-season dry spell, known as the canícula, turning it into a longer, harsher drought just as maize needs water most.


For María Cristina Corvera de López, a second-generation farmer in rural Nahualapa, adapting means changing how every drop of rain is captured and used. She plants trees alongside her crops to provide shade and minimise evaporation and uses simple irrigation channels and a homemade drip system to conserve water. Instead of burning stalks, leaves and husks after harvest, as generations before her did, she turns them into mulch to hold moisture in the soil.
“The effects of climate change are a constant challenge,” she says. But the new techniques have made her farm more resilient to El Niño as well. Where she once harvested about 50 bags of maize per acre, she now gets around 80, even during droughts. It’s enough to feed her family and sell the surplus.
Managing risk now cuts future costs
Together, these adaptations can mean the difference between losing a crop and getting through a dry season with enough food, seed and income to plant again. They are also the result of climate finance invested before disaster strikes.
RECLIMA shows what that kind of adaptation investment can buy. Adaptation accounted for 45 percent of climate-related development finance to agrifood systems in 2024, and multilateral development banks are directing more agricultural finance towards resilience. That shift reflects a growing recognition that adaptation is a form of risk management, not just a development cost.
We need much more of it. The same investments that help farmers withstand El Niño also enable them to adapt to a hotter, more unpredictable future. Cutting investment in the people who produce our food just as climate risks intensify does not save money. It simply pushes a much larger bill into the next harvest, the next food crisis, and the next El Niño.
The post As El Niño intensifies, we should be investing more in the world’s farmers appeared first on Climate Home News.
As El Niño intensifies, we should be investing more in the world’s farmers
Climate Change
Analysis: Lula presidency saved at least 20,000km2 of Brazilian Amazon since 2022
An area of Amazon forest roughly the size of the US state of New Jersey has remained standing due to Luiz Inácio Lula da Silva’s leadership of Brazil, according to Carbon Brief analysis.
Lula beat Jair Bolsonaro in the 2022 election to become president of the nation that is home to nearly 60% of the Amazon rainforest.
Forest loss surged during Bolsonaro’s far-right presidency and dropped sharply under the left-wing Lula, with Amazon deforestation likely to hit its lowest level on record this year.
Now, as another presidential election approaches, Lula is facing off against Bolsonaro’s son, Flávio Bolsonaro, whose “anti-environmental” policies are similar to his father’s.
Carbon Brief’s analysis suggests that at least 20,000 square kilometres (km2) of deforestation has been avoided since Lula took office and prioritised Amazon protection.
The analysis is based on modelling by an international research team of an alternative scenario in which Brazil’s flagship forest code legislation was not enforced – a proxy for Jair Bolsonaro’s leadership.
Experts tell Carbon Brief that this estimate is likely “conservative” and that actual deforestation under Bolsonaro could have been “much higher”.
With Lula and Flávio Bolsonaro tied in the polls, the upcoming election is expected to significantly shape the level of environmental action in the world’s fourth-largest emitter, whose emissions are largely driven by deforestation.
‘Brazil is back’
When Jair Bolsonaro was president of Brazil between 2019 and 2022, he championed the nation’s powerful agribusiness sector and oversaw an unprecedented increase in Amazon deforestation.
Bolsonaro weakened regulations, slashed federal agency budgets and empowered illegal activities in the Amazon, while attacking Indigenous and environmental groups.
This meant that the forest code – Brazil’s flagship legislation that requires landowners to preserve and restore forest on their property – was not properly enforced.
After Lula’s presidential victory in 2022, he promised to target “zero deforestation” by 2030, telling the COP27 UN climate summit that “Brazil is back”.
Lula rolled back Bolsonaro’s wave of deregulation and reinstated a deforestation “action plan”. Led by celebrated environmentalist Marina Silva, the environment ministry scaled up enforcement and policing activities in the Amazon.
As a result, annual deforestation in the Amazon has more than halved from 11,594km2 per year in 2022 to 5,731km2 in 2025.
Data from August 2025 to July 2026 – the timespan used in government records – is yet to be released, but preliminary satellite alerts put the deforestation figure at 2,874km2.
While the final figure is likely to be higher, experts still think Amazon deforestation in 2026 could hit its lowest level since records began in 1988.
New Jersey-sized forest
Compared to a scenario in which Bolsonaro won in 2022, Carbon Brief analysis suggests that at least 20,000km2 of Amazon forest remains standing today due to Lula’s leadership.
This area – roughly the size of Wales, Belize, Slovenia or the US state of New Jersey – is indicated by the grey area in the chart below.

This analysis is based on a 2023 study on the role of nature-based solutions in Brazil’s pathway to net-zero emissions. This was a refined update of a 2018 study that used the same GLOBIOM-Brazil model, from researchers at the University of Oxford, the International Institute for Applied Systems Analysis and Brazil’s National Institute for Space Research (INPE).
It is based on a comparison of forest code implementation with a “baseline” scenario in which the code is not enforced, reflecting the kind of weak governance seen under the Bolsonaro administration. (See Carbon Brief’s 2022 article for more details of this modelling.)
Dr Aline Soterroni, a University of Oxford researcher who led the 2023 analysis, tells Carbon Brief that the reversal seen under Lula “shows how quickly deforestation can respond to political will”.
However, she stresses that the modelling of the “no forest code” scenario is “relatively conservative”, with deforestation remaining high but not rising.
Deforestation in this scenario – used here as a proxy for a Bolsonaro election win – is tempered by slower demand growth for Brazilian beef and soy, says Soterroni. She notes that the scenario also does not capture the potential for illegal forest clearing in response to weak governance.
Indeed, some experts anticipated in 2022 that a Bolsonaro victory would send deforestation rates rising to near-record levels.
Claudio Angelo, international policy coordinator at Brazil’s Climate Observatory, tells Carbon Brief that if Bolsonaro had won in 2022, “we have reason to believe [this would have resulted] in much higher rates than during his first term”.
Angelo says the “political signal” would likely have driven an “explosion of wildcat mining” and illegal deforestation in the Amazon. He also points to efforts – including by Flávio Bolsonaro – to formally dismantle the forest code in the Brazilian congress, during Jair Bolsonaro’s first term.
Soterroni notes that deforestation rates did not immediately drop following Lula’s election, as suggested by modelling of a full “forest code compliance” scenario. She says this reflects the “gradual and imperfect process” of restoring and enforcing the law.
Nevertheless, she tells Carbon Brief:
“The key message from our modelling is the contrast between these trajectories: weak environmental governance keeps deforestation substantially higher than full implementation of the forest code. That message remains relevant today.”
Election significance
With Jair Bolsonaro in prison for plotting a coup after losing the 2022 election, his son Flávio Bolsonaro, a senator for Rio de Janeiro, is standing against Lula in the upcoming contest for president.
There are 13 candidates, but Flávio Bolsonaro and Lula are by far the frontrunners and are currently neck-and-neck in opinion polls.
If Lula wins, experts say he is likely to continue with the “zero deforestation by 2030” agenda that has already had a pronounced impact on forest loss.
As the chart below shows, periods when Amazon deforestation fell in recent history all occurred during Lula’s three terms as president.

In contrast, experts say Flávio Bolsonaro, a climate sceptic who has indicated he will continue his father’s political agenda and favour agribusiness and mining, will likely drive a surge in deforestation. Angelo tells Carbon Brief:
“At the risk of sounding alarmist, I’ve been saying that Lula’s re-election is the only thing standing between us and a wide destruction of the Amazon.”
A Bolsonaro win would be a “tremendous disaster”, says Dr Patricia Pinho, deputy science director at the Amazon Environmental Research Institute, adding:
“I don’t think we can afford four years of increasing deforestation [and] violence against Indigenous peoples.”
Dr David Lapola, an ecologist focused on Amazon research at the University of Campinas in Brazil, says he believes deforestation “would certainly rise” and Brazil’s climate and deforestation goals “would be thrown in the trash bin”. He tells Carbon Brief:
“The Bolsonaro administration in the 2019-2022 period showed that the deconstruction of environmental policies and institutes can be done very, very quickly.
“In a matter of a few months, they can destroy what has been constructed over decades of environmental policy and activism in Brazil.”
‘Greenest’ policies
Lula has the “greenest” policy proposals of Brazil’s six top-polling presidential candidates, according to analysis by the Climate Observatory.
The analysis identifies 16 “positive and detailed” environmental commitments in Lula’s proposals, including reaffirming his “zero deforestation by 2030” goal.
Flávio Bolsonaro, on the other hand, has one positive environmental commitment and seven “clearly anti-environmental” proposals.
The right-wing politician has committed to zero “illegal” deforestation by 2029. However, he has also previously led an attempt to change the forest code, opening up large tracts of previously out-of-bounds forest for legal clearance by extractive industries.
Given this, Angelo tells Carbon Brief that he is sceptical about the 2029 pledge.
“The only way you can trust him on this is to think that he is going to revoke the forest code and make all illegal deforestation legal.”

Lula is also the only major candidate to list a clear target for cutting national emissions, sticking with Brazil’s existing goal to cut emissions by 59-67% by 2035, compared to 2005 levels.
Overall, the Climate Observatory notes that climate change and environmental issues “are off the radar for most candidates”, who are instead focusing on the economy and security issues.
Pinho adds that deforestation and the Amazon have not been at the “forefront” of this election, compared to 2022.
If Bolsonaro wins, up to 95% of the Amazon would fall under the leadership of right-wing national governments – including those in Bolivia, Colombia, Ecuador and Peru – reported Mongabay. It noted that presidents in all these nations “explicitly favour agribusiness and mining over environmental conservation”.
If no candidate receives a majority of votes in the first round of Brazil’s election on 4 October, a runoff will take place on 25 October, as has happened at every presidential election since 1998.
Soy moratorium and Brazilian congress
Other factors will also play a role in future deforestation in Brazil, regardless of the next president.
One is the effective end of the Amazon soy moratorium. This is a voluntary agreement signed by companies committing to not buy soya beans grown on land in the Brazilian Amazon that was deforested after 2008.
Conservation organisation WWF’s international director general, Kirsten Schuijt, previously described it as the “most impactful voluntary supply chain policy ever implemented”.
However, major grain traders withdrew from the agreement earlier this year, effectively bringing it to an end. Pinho describes this move as a “huge destruction” of Brazil’s environmental protections.
Research shows the moratorium prevented around 18,000km2 of deforestation in its first decade of operation from 2005-16.
In contrast, a 2026 study estimated that the end of the moratorium could result in 14,000km2 of additional deforestation in the Amazon by 2036.
Alongside choosing a new president on 4 October, Brazilian voters will elect state governors and members of congress, which will also factor into future environmental impacts.
Right-leaning parties, including the far-right Liberal Party linked to the Bolsonaros, currently hold half the seats of the two chambers of congress.
This has led to conflict between lawmakers and Lula. For example, in 2025, congress bypassed Lula’s veto of several aspects of a controversial piece of legislation dubbed the “devastation bill”.
Pinho says that the potential for a right-wing congress and president would be “devastating for the environmental and climate agenda”.
Lapola notes that a Flávio Bolsonaro presidency “would consolidate the view in Brazil that environmental protection is solely a matter of political preference, and not a crucial need of all people”. He adds:
“Land pillage, destruction of precious biodiversity and scorning of Indigenous peoples simply cannot be a nation’s project in the 21st century. We have got to be smarter than that, for sure.”
related
Q&A: What change of power in Colombia could mean for world’s fossil-fuel transition
Brazil’s biodiversity pledge: Six key takeaways for nature and climate change
COP30: Could Brazil’s ‘Tropical Forest Forever’ fund help tackle climate change?
Guest post: How Caribbean states are shaping climate legislation
The post Analysis: Lula presidency saved at least 20,000km2 of Brazilian Amazon since 2022 appeared first on Carbon Brief.
Analysis: Lula presidency saved at least 20,000km2 of Brazilian Amazon since 2022
Climate Change
Alive on Earth, with you

This letter is a bit more direct and longer than most of those which I write, but I hope you will be okay with that, because the times seem to call for being plain.
A few weeks ago I got a text message from an old and dear friend —let’s call her Hannah.
I have enough shared life with Hannah that, whenever we talk, the conversation always feels current and effortless, despite gaps of months or even years.
Hannah has been talking with her son — we’ll call him Neil — who is a teenager and doing well in school, but wildly worried about the state of the world, including the imminent trajectory of global warming. Hannah and I don’t text each other other very often, but on this occasion she’s reached out with something visceral:
Neil has challenged me to point him to something hopeful, if I can find it. He says so far no one is showing any will to uphold the Paris Agreement. I am checking in to see how you still manage to have real hope.*
Then, just a few days later, the United Nations Environment Programme Limiting Overshoot report landed, containing the principal finding that it is likely the global temperature will soon exceed 1.5°C.
After that news, and the real time devastation in Nepal, and in the context of the broader state of the world, I found myself having multiple conversations with friends and colleagues about the structure of hope. I want to openly share that after a few of these exchanges, I metaphorically closed the blinds, and wondered how to feel, and what to do, because there is no avoiding the dreadfulness of the news, and what it means for the suffering of people and life on Earth.
But if you are fortunate enough to have time, space and security to do so, then after the darkness, you open the shutters and once again there is light. This is the structure of my innermost resolve.
* * *
Our lives — those of us living on our magnificent earth now — have the greatest possible purpose.
There is virtually no problem that we endlessly clever and creative, human beings cannot solve, when we work together.
And we are not just intelligent and ingenious; we are inherently social, nurturing and brave; capable of the deepest enduring love.
Each of the roughly 12,000 generations of humanity so far has made life possible for those who have followed, through acts of devotion.
Babies have been held and fed. Water and food have been found and shared. Shelter has been built. For 12,000 generations we have held the hands of our children.
Every single one of us was once carried in the arms of another, unable to walk ourselves. It is our thoughtfulness, kindness and care that have seen us through as a species. Sometimes this has been in the most exigent of circumstances, when enough of our ancestors did not give in, faced incredibly difficult things, to somehow make it through.
And so it comes to this. To what we now must do. We must do as 12,000 generations of people did for us.
The struggle to keep global warming to under 1.5 degrees may be over. The battle of return—to get our planet back to safe temperatures at emergency speed and scale — is just beginning. Upon this struggle depends the future of all we care about, and that of all life on Earth. The prospects of the next 12,000 generations are conditioned by our efforts now.
Our work now is to keep the overshoot as low as we can, make it as brief as possible, and do everything within our power to alleviate other pressures on nature. It is to take care of humanity — of one another — in the face of mounting climate and ecological damage. And by these efforts, create the conditions for future flourishing. Every fraction of every degree matters.
What must now be done is hard, much tougher than should have been necessary, because of the vested interests in coal, oil and gas and deforestation, and the failures of decision makers. And while renewable energy has surged, making the case for change much simpler, on the other side of the ledger there’s the reactionary and gangsterist turn of politics and the multiplier effects of wars and mass violence, with the existential destabilisation of big tech looming over all.
There is no sugarcoating the scale of difficulty. But what is necessary remains within our collective power. We must never, for one second, say that returning our planet to flourishing is impossible — many of the obvious solutions already exist; but even where transformation relies on reforms, technologies or capabilities that might sound fanciful, or historical changes that are unprecedented, this can be no barrier to our conviction. After all, much of what we take for granted today as ordinary features of social life, would have been considered impossible by every single generation before us.
The world has not been destroyed by nuclear war; we solved the growing hole in the ozone layer; Antarctica was kept sacrosanct from exploitation. Humanity has collectively triumphed before, and can do so again.
We can find the necessary social and political will to do what is needed because these are endlessly renewable resources. The necessary financial capital exists. Apart from the fossil fuel industry, the greatest barrier we face is to mistakenly concede that what lies before us is insurmountable. It is not.
We must avoid the siren song of fatalism. Because. It. Is. Never. Too. Late.
None of which is to be insensitive to the horrors already unleashed — the deadly and grotesque harm to people, places and species that cannot be undone; or to be blind to the impacts that are coming. But where we have the power to act, we also have the responsibility — and the extraordinary privilege — to do what must be done.
Although she is wounded, our planet is still alive and beautiful beyond all of our comprehension. Hundreds of billions of creatures live and thrive still upon this earth. Nothing has happened until it has happened, and life fights for life. Every beetle, every tree, all the fish in the ocean, the smallest of the geothermal shrimps, the greatest of the whales and the mightiest of the birds — all demand life every second of their existence, so that their species too may have future generations.
No individual has to know how to solve this alone. Indeed, finding some detachment and humility is essential to concentrate on the role that each of us can play.
Hope is not merely a mindset or a story we tell ourselves. Collective power is not abstract; it is what we do, together, applying ourselves to the practical mechanics of change and contestation within society, by being part of the organisations and networks of people that are dedicated to effective strategies. It is why I am so committed to Greenpeace.
Working from without and within, there are opportunities to make rapid change within institutions, governments, businesses and communities to create the social, economic and political momentum for emissions reduction at speed and scale, reminding ourselves always of what remains possible, even if it hasn’t happened yet.
We can return the planet to safer temperatures. We can put technologies back in the service of people and life. We can return to the assumptions that seemed so obvious just one generation ago — that it is both possible, and our obligation, to build a better future for all people, and for life on Earth.
I did write back to Hannah and Neil, to say honestly to a treasured friend and her son, that yes, as a matter of faith, conviction, evidence and strategy, absolutely there is real hope. And this is a pledge not just to Neil and his generation, but to the next 12,000.
Together, we have the power. Together, we cross this bridge through the dark. To secure an Earth capable of nurturing life in all of its magnificent diversity.
We did not choose to carry this historic responsibility, but here we are. And it is so lucky that we are here.
I wouldn’t choose any other time to be here, alive on Earth, with you.

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