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
Q&A: What can – and cannot – be said about global warming’s role in the 2026 Himalayan floods
On the morning of 26 August, flash floods surged through a Himalayan border region of Nepal and the Chinese region of Tibet, killing more than 1,300 people, with thousands still missing.
In the days since the floods, scientists have examined satellite imagery, drone footage and seismic data in order to understand and explain the forces behind the event.
While initial theories pinned the flood on a glacial collapse, scientists now understand the event as a “multi-hazard cascade”, which began with a bedrock collapse.
Some climate sceptics have tried to use this to falsely claim that human-caused climate change had no impact on the event.
Yet, scientists have noted that, while no formal attribution study has been carried out thus far, warming is making such ice-rock avalanches in the region more likely.
Researchers have highlighted how rapid warming is dramatically reshaping Asia’s high-mountain region – and identified rising temperatures, glacier retreat and permafrost thaw as factors that may have all contributed to the disaster.
Balendra Shah, Nepal’s prime minister, has called the floods a “serious signal that…the risks we must bear in the Himalayan region are increasing” due to climate change.
Here, Carbon Brief unpacks what scientists currently know about the causes of the catastrophic event and what they can – and cannot – say about the role of climate change.
What happened?
A report published on 28 August by the HiRisk scientific consortium of high mountain experts detailed the events that led to the flash floods.
It said that events were set in motion on 26 August when a mass of bedrock, as well as the glacier ice on top of it, broke off a slope of Langtang-Lirung mountain in the Nepalese Himalaya, plunging from approximately 5,200 metres above sea level to the valley floor at 3,000 metres.
The landslide shook the ground hard enough that, at 8:37am Nepal local time, the US Geological Survey (USGS) initially reported a magnitude 4.4 earthquake. Later that day, it clarified the shaking was caused by glacier collapse and debris flow, equivalent to a magnitude 5.2 earthquake.
On the valley floor, the melting ice, water and debris slammed into the Lhende Khola river, a high-altitude river that runs along Nepal’s border with China.
Known downstream as the Bhote Koshi river in Nepal and the Poiqu or Poqu in China, the Lhende Khole feeds a network of rivers across Nepal and the Chinese region of Tibet, including the Trishuli river. (In China, the Lhende Khola is known as the Donglin Tsangpo.)

A large “debris” lake was briefly formed on the valley floor. When this lake burst, a wall of water and rock travelled downstream, killing more than a thousand people and destroying settlements, roads, bridges, hydropower plants and border posts across Nepal and Tibet.
HiRisk said that the floodwave travelled down rivers as fast as 30km an hour (around 19 miles per hour) and reached Mugling – a Nepalese town more than 130km downstream – at around 1pm local time.
A separate report from the Center for Land Surface Hazards in the US noted that the flood moved “exceptionally fast, was sediment-laden and extreme in scale”. For example, in the Nepalese municipality of Galchhi, the Trishuli river rose by nine metres in 30 minutes, it said.
Writing in the Conversation, Dr Umesh Haritashya, a glaciologist at the University of Dayton in Ohio, explained that the disaster “wasn’t finished when the first wall of water passed [on 26 August]”.
He continued that a new “barrier lake” – estimated to hold a few million cubic metres of water – had developed in a location where two rivers meet in Tibet before crossing into Nepal. This lake burst on 28 August and the river rose again, he said.
On 4 September, the chief of Nepal’s National Disaster Risk Reduction and Management Authority, told Reuters that property and infrastructure worth “at least” $2.5bn (£1.9bn) had been lost. Dharma Raj Upreti estimated the cost to build roads and temporary shelters, provide drinking water and restore power would be around $53m (£39m).
How did bedrock collapse trigger the flash floods?
In the immediate aftermath of the floods, initial reports suggested that the trigger was a collapsing glacier or earthquake in the high mountains of Nepal.
After confirming that a seismic tremor was as a result of falling rock and ice, the USGS said the trigger was likely a “glacial collapse and debris flow”. This was widely picked up by the media.
Subsequently, satellite imagery revealed that an “enormous chunk of the mountainous bedrock” beneath the glacier had also given way, reported the New York Times.
Dr Kristen Cook, a geomorphologist at the Université Grenoble Alpes in France, told the newspaper:
“The rock that the glacier was sitting on collapsed…It was a much larger collapse than we were initially able to see in the satellite imagery.”
The result was a “deluge of rock and ice, which pulverized into mud and water as it surged down the mountainside”, the newspaper said.
Dr Jakob Steiner a geoscientist at the University of Graz in Austria, tells Carbon Brief:
“It was not a glacier that collapsed. It was the mountain below the glacier that collapsed and the glacier had no other chance but to go with it because it was sitting on top of it.
“The trigger for that is something that we are not 100% certain about, but, in the end, it very much looks like simply a mechanical failure of the rock material because of stressors that have built up over a long period of time.”
Failures of “bedrock” – the hard, solid rock that sits below looser rocks and soil – are an “increasingly common occurrence”, says Prof Bethan Davies, a professor of glaciology at Newcastle University. She tells Carbon Brief:
“These massive landslides occur in mountain regions, commonly following rapid deglacierisation [the melting away of a glacier]. Similar events happened in the Chamoli event in 2021 [in the Indian Himalaya] and in the Blatten landslide last year in Switzerland. They’ve also occurred recently in Alaska.”
With a shift in focus from the failure of a glacier to the bedrock underneath, some climate sceptics seized on the development to falsely claim that climate change had not played any role in the disaster.
These include Dr Matthew Wielicki, recently appointed by the Trump administration to lead the US Global Change Research Program, on Twitter, as well as former Conservative peer and climate-sceptic commentator Matt Ridley in the Spectator.
However, scientists have highlighted the likely contribution of rapid warming in the region. These factors include the thawing of permafrost and glacier retreat. (For more, see sections below).
Fundamentally, “this would have been a much less significant tragedy if it had been just a rock-slope failure”, notes Davies.
The initial landslide took a mixture of rock and ice into a valley that “contains buried ice” as well, she says, providing the water that “resulted in the hyperconcentrated flow, which took so many lives”.
How have temperatures risen in the affected region?
Global temperatures have risen by roughly 1.4C since the pre-industrial period. However, this increase is not uniform across the planet, with some regions warming faster than others.
A study published in Global and Planetary Change in June 2026 investigated changes in the Langtang catchment – a river basin in central Nepal, in which the Langtang-Lirung mountain is located, which eventually drains into the Ganges. Around one-quarter of the area is made up of glaciers.
The paper found that glacial areas of the catchment – found at 4,000 metres above sea level – warmed at 0.31C per decade over 1960-2023. This was “more than three times” the rate observed at a lower elevation weather station, the authors said.
Looking in more detail at the site of the glacial collapse, Dr Robert Rohde, chief scientist for Berkeley Earth, used ERA5 reanalysis data to show how temperature has changed at the 5,200-metre elevation site where the mass of ice and rock broke loose.
Rohde’s analysis found that June-to-August temperatures have been rising at the site of the glacier collapse since the year 1940, with 2026’s summer the fourth warmest on record, behind 2024, 2025 and 2022. This is shown in the graph below.

Rohde also found that the days leading up to the disaster recorded the hottest August temperatures ever experienced at the site. This is shown in the graph below.

On social media, Rohde stated:
“Given the warming trend, this Nepali glacier had probably been thinning and weakening for years, or even decades. But it ultimately failed during the warmest week in one of its warmest years on record. It would be a hell of a coincidence if global warming wasn’t at least partially to blame.”
How have rising temperatures affected mountain stability?
Many experts have linked warming temperatures in the region to thawing permafrost – ground that has been frozen for at least two consecutive years, whose thickness ranges from less than one metre to more than a kilometre.
Steiner is part of a research team that has been using sensors to monitor permafrost in the region since 2014. He tells Carbon Brief that it is “pretty clear” the permafrost has been thawing “very actively” at elevations as high as 5,200 metres above sea level “for many years”. He adds:
“This means that the ground has, over the last decades, moved from being in a solid state into – at least, periodically during the warm season – patchy ground where some is frozen and some isn’t…
“If you have frozen ground next to non-frozen ground, you have dynamics happening between that because there are different densities and there’s movement happening, which is conducive to interventional failure – and that we know from many other cases.”
Davies also points to the “degradation” of perennially frozen ground as a factor in the disaster:
“This permafrost acts as a glue to hold together the rocks and, as it melts, the rock can become weakened.”
Permafrost thaw can also result in saturated ground, says Davies, which adds “pressure in the joints” of rock and can “facilitate” failure. She continues:
“Sources of the water include melting permafrost and meltwater from the overlying glacier. We know that this event happened during a period of warmth, but in the absence of heavy precipitation, pointing to ice melt as the source of water.”
A 2025 study of rock and ice avalanches in High Mountain Asia found that more than two-thirds started in areas “where permafrost is probable”.
How have glaciers retreated in the affected region?
Glaciers – frozen rivers of ice holding three-quarters of the global freshwater supply – are extremely vulnerable to climate change.
In the Himalaya, the rate of glacier retreat has doubled since the late 20th century, according to a 2019 study in Science Advances.
The Global and Planetary Change study found that glacier area loss rates in the Langtang catchment increased more than fourfold from 1964 to 2023 – with melting accelerating after 2000.
It added that glaciers in the region also experienced “fragmentation” and “widespread thinning” over this period.
The study noted that this loss “coincided with elevation dependent warming”.
The figure below provides an overview of glacier loss in the Langtang catchment over 1964-2023, with orange, red and dark red indicating areas of retreat.
In addition, green dots note points of glacier fragmentation, while blue dots show separation and pink show disconnection.

In comments released by the University of Reading, Prof Maria Shahgedanova, a climate scientist researching climate impacts on mountain glaciers, said that the glacier involved in the floods had “retreated by approximately 450 metres between 1990 and 2020”.
She adds that this “potentially reduce[d] the mechanical support provided by the glacier to the underlying rock slope”.
Speaking to Carbon Brief, Davies reiterates that the retreat of the glacier is “potentially a contributing factor” to the bedrock collapse and subsequent disaster.
This is because the removal of the glacier from the lower slopes leaves the “upper rock slopes less stable”, she says.
The most recent assessment by the International Centre for Integrated Mountain Development said that glaciers in the Hindu Kush Himalaya region are “rapidly shrinking” as a result of climate change. (This region extends 3,500km over Afghanistan, Bangladesh, Bhutan, China, India, Myanmar, Nepal and Pakistan.)
It said this loss is threatening the safety of the nearly two billion people, including by increasing the risk of “glacial lake outburst floods” (GLOFs). A GLOF is a sudden and catastrophic release of meltwater from a glacial lake.
Although this disaster was not caused by a GLOF, it is known that climate change is making such events more likely.
Can the event be attributed to climate change?
In the wake of the flash floods, climate campaigners, media outlets and Nepalese politicians have linked them to human-caused climate change.
However, many climate scientists have cautioned that it is too early to say precisely how climate change impacted the disaster.
Davies tells Carbon Brief:
“These events happen so quickly that the exact causes and drivers can take a little time to uncover, especially if the event was a surprise and there had been no monitoring system in place.”
When trying to determine the role human-caused climate change played in the intensity or likelihood of extreme weather, scientists turn to the field of “attribution science”.
To date, no formal rapid attribution study has been produced that attempts to quantify whether – and how – climate change contributed to the event.
Scientists have noted that climate attribution of ice-rock avalanches – which are typically driven by a variety of factors – remains limited, in part because of the lack of a long-term observational record of previous collapses in high mountain areas.
Meanwhile, the studies that do exist stop short of directly linking such disasters to climate change. For example, the authors of a 2021 study into the Chamoli ice-rock avalanche concluded that “we cannot attribute this individual disaster specifically to climate change”.
However, they added, the “possibly increasing frequency of high-mountain slope instabilities can likely be related to observed atmospheric warming and corresponding long-term changes in cryospheric conditions (glaciers and permafrost)”.
In the aftermath of the disaster, many researchers have similarly highlighted that climate change could not be singled out as the cause of the disaster, even if warming likely increased the probability of its occurrence.
On the Climate Brink substack, Carbon Brief’s climate science contributor Dr Zeke Hausfather noted that a “definitive single-event attribution” of the more recent disaster “may never be possible” due to the “messy causality of rock-ice avalanches”.
However, he added that both the existing scientific literature and “essentially every scientist working on these hazards point in the same direction” – namely, that warming is making such events more likely in the Himalaya.
Steiner tells Carbon Brief it might be possible to attribute different factors that played a role in the disasters to climate change – for instance, the recession of the glacier – but it would be more difficult to do so for the event as a whole.
Part of the reason for this, he says, is that rock failures in this region of the Himalaya have occurred for millennia, well before humans started altering the climate.
However, he continues:
“The physics of it is not something that has been made possible by climate change. This could have happened without it. But the chance of it happening – and the likelihood of it happening five years after a previous, similar event [in Chamoli] – we, as the scientific community, can be pretty confident about that [being increased because of a changing climate].
“This is because so many of the changes that we know are related to climate change can potentially drive the build-up to eventual failure.”
Ultimately, says Davies, a “careful attribution study is needed, but it is hard to argue that the rapidly warming climate is not having an effect in these regions”. She adds:
“A single event may have multiple drivers, but we are seeing an increase in these events and are likely to see more as the permafrost and glacier melt continues.”
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The post Q&A: What can – and cannot – be said about global warming’s role in the 2026 Himalayan floods appeared first on Carbon Brief.
Q&A: What can – and cannot – be said about global warming’s role in the 2026 Himalayan floods
Climate Change
China’s industrial engine starts to break its fossil fuel habit
Chinese industry is beginning to shift from fossil fuels to clean electricity, with wind, solar and batteries progressively displacing coal, oil and gas across the industrial sectors that made the country the world’s factory and largest carbon emitter, a new analysis shows.
Clean electricity met all of China’s demand growth in 2025 and coal generation fell for the first time in a decade, even as electricity demand rose by 5%, the report found.
Despite a rebound in coal power generation in the first half of 2026, the analysis by global energy think-tank Ember found the growth in clean electricity illustrates a longer-term shift: a massive build-out of wind, solar energy and battery storage and deepening electrification of the economy are starting to make a dent in the fossil-fuel energy system supporting China’s industrial base.
China keeps Indonesia’s battery dream afloat but future less certain
The research identifies early signs that a structural transformation of China’s industrial economy from coal, oil and gas to clean electricity is underway, even if changes on the ground are not yet reflected in national data.
“The energy foundation of the Chinese industrial economy is shifting,” Muyi Yang, a senior energy analyst at Ember and the report’s lead author, told Climate Home News.
“Fossil fuels are progressively being replaced in the many functions they have historically assumed. Because of that, fossil fuel peaking is increasingly coming into view,” he said.
Electrifying industry
Coal generation has stopped growing in 17 of the 26 provinces and regions analysed by Ember between 2021 and 2025. This includes industrial centres such as Hunan in southern China and Shandong – home to energy-intensive industries like cement production. Together, these regions are home to more than half of China’s thermal power capacity.
A greater share of the Chinese economy is now running on electricity than in other major economies, accounting for 29% of final energy consumption in 2024, compared with about 23% in Europe and 21% in the US. Less than half of China’s electricity was generated from coal in the first half of the year.
Meanwhile, fossil fuel use has fallen in eight of 11 tracked industrial sectors, declining between 26% and 71% from peak consumption levels across fossil fuel extraction, manufacturing industries such as textiles, machinery and food and beverages, transport equipment and chemical materials.
Earlier this year, German company BASF, the world’s largest chemical producer, opened a new facility in southern China, which is fully supplied by renewable energy. The company said emissions from the site could be 50% lower than conventional petrochemical facilities.


In easier-to-electrify sectors such as machinery, electronics and textiles, electricity now supplies about three-quarters of final energy consumption, Ember found.
Fossil fuel use is also showing signs of flattening in the metals smelting and processing sector – one of the most fossil-intensive parts of the economy – offering “encouraging signs” that the transformation is starting to take hold in harder-to-abate sectors, said Yang.
“If that is happening in more and more provinces, and more and more economic sectors that means that fossil fuels are progressively being squeezed out of the energy system,” he said.
“Growing by greening”
China’s vast cleantech manufacturing power has become an engine for growth in its own right, spurring investment, creating jobs and generating export revenues.
Yang described this “growing-by-greening” dynamic as “turning each step of the transition into a source of strength for the next”.
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For Li Shuo, director of China Climate Hub at the Asia Society Policy Institute, this is part of what makes China’s lead in manufacturing clean energy equipment “irreversible”, comparing its growth with that of a rainforest, where different parts of the ecosystem thrive by reinforcing one another.
The early success of deploying wind and solar helped drive down electricity costs, which created favourable conditions for the rapid adoption of electric vehicles (EVs) and in turn boosted demand for batteries that are now critical to balance the grid.


An oversupply of renewable energy incentivised industrial players to benefit from cheap and readily available clean power generation, encouraging innovative solutions to electrify other parts of the economy. In the transport sector, for example, electrification is moving from passenger vehicles to harder-to-electrify trucks.
This abundance of cheap green energy is also making China competitive in what has long been seen as the anchor of Western competitiveness, Li said.
Stalling fossil fuel use
At the same time, China’s huge legacy fossil fuel generation capacity is still expanding, even as coal power plants are being used less intensively.
China brought 30 GW of new coal power capacity into operation in the first six months of the year and coal-fired generation rose 3% over the same period after local governments fast-tracked coal projects to prevent a repeat of severe power shortages in 2021.
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A further 274 GW of coal capacity is either under construction or has permits to be built while vast amounts of solar and wind power that could not be absorbed by the grid have gone to waste in the first half of the year.
“This doesn’t mean that the transition is losing steam,” said Yang, arguing that China is now grappling with some of the more complex aspects of the transition.
A recent analysis by the Centre for Research on Energy and Clean Air (CREA) for Carbon Brief found that China’s CO2 emissions from fossil fuels and cement have plateaued for more than two years following a peak in March 2024. Ember found that on a 12-month moving average, coal generation has been stalling since then, following years of continuous expansion.
In the second quarter of the year, CO2 emissions fell by 1% after China’s oil consumption plummeted 9% as the US-Iran war prevented the transport of oil cargoes from the Gulf through the Strait of Hormuz.
The electrification of the transport sector, particularly electric trucks, was the biggest driver in displacing oil demand as the conflict in the Middle East accelerated the transition.
A lesson in sequencing
China’s bumpy transition offers a useful lesson for other countries at an earlier stage of their transition, said Xunpeng Shi, president of the Sydney-based International Society of Energy Transition Studies (ISETS), a global network of professionals that shares research and fosters collaborations.
“Build quickly enough so that clean electricity can start taking over and prepare for the pressure on the fossil system before it arrives, because that is the part nobody has done easily,” he said.
For countries that are heavily reliant on revenue from fossil fuel exports, a peak in Chinese fossil fuel use weakens the assumption of rising demand on which investments have long been made.
“For them, the time to plan for that is now, while the revenues are still there,” he said.
The post China’s industrial engine starts to break its fossil fuel habit appeared first on Climate Home News.
China’s industrial engine starts to break its fossil fuel habit
Climate Change
Industry and NGOs lobby to weaken UN carbon credit rules in “coordinated” push
Carbon credit developers, corporate buyers and some leading conservation NGOs are challenging new proposed rules to stop UN carbon credits being wiped out by fire, drought or logging, in what critics have called a “coordinated lobbying campaign” to weaken the nascent market’s push for greater integrity.
According to documents seen by Climate Home News – including a briefing given to government officials – companies, NGOs and the UN Environment Programme (UNEP) have contested the scientific basis for the move, arguing that stronger protection for carbon reductions could hike project costs and restrict the supply of credits to the market.
The climate benefit of credits that claim to reduce or avoid greenhouse gas emissions by storing carbon is undone if that carbon is released back into the atmosphere – something known as reversal risk. To protect against such losses and preserve the credibility of the credits’ carbon-offsetting claims, projects are generally required to set aside a reserve of credits that cannot be sold, as a form of insurance.
How these “buffer pools” are calculated has long been a source of contention, especially in forest conservation projects, which many experts say have historically underestimated the risk of carbon losses.
In July, the technical UN panel tasked with drafting rules for the Article 6.4 mechanism, which underpins the credits that countries and companies can use to meet their climate goals, proposed a new system. It would require project developers to size these insurance pools of credits based on local risk values derived from new research published by a group of independent scientists.
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Its supporters have hailed it as a more rigorous approach than current practice in the voluntary carbon market, which largely relies on expert guesswork and, in some cases, gives significant leeway for project developers to come up with their own data.
“The decision on the reversal risk assessment tool will be crucial,” said Federica Dossi, an expert at Brussels-based advocacy group Carbon Market Watch. “It would bring a new paradigm for calculating the number of units forwarded to the buffer pool based on empirical data.”
The technical panel is due to discuss the reversal risk tool and its application to a specific set of projects at a five-day meeting in Bonn this week. It is then expected to forward new recommendations to the mechanism’s regulator, the Supervisory Body, for a decision on whether to approve them at a meeting in early October.
The rules are set to be applied initially only to clean cookstove projects, one of the market’s most popular and heavily criticised credit types. They could then be extended to other activities, including programmes to protect forests.
Copy and paste?
More than 30 organisations aired their views in lengthy public submissions to the Article 6.4 mechanism, responding to a call from the UN secretariat for external feedback.
A Climate Home News review of those submissions found that there was significant overlap in their messages and, in several cases, sections of the text, or even entire submissions, were copied and pasted by different organisations. This points to a coordinated effort to flag concerns regarding the new rules.
In one instance, tech giant Apple, a large buyer of nature-based carbon credits, warned against relying on one scientific model and called for rules that let project developers use a variety of risk mitigation tools, rather than surrendering buffer credits, to cover the risk of carbon losses.
Apple’s submission is a lightly-edited version of a separate input presented by the Beyond Alliance, a coalition of corporate buyers and NGOs that promote market-based climate investments. In an apparent oversight in one paragraph, the Beyond Alliance’s name appears in Apple’s submission instead of the tech giant’s.
The Beyond Alliance told Climate Home News that, after receiving input from its members, it shared its final submission, leaving them to decide if and how they wanted to use it. The coalition rejected any characterisation that its submission advocates for a weaker tool and only reflects business concerns.
The Beyond Alliance added that its members received briefings by UNEP, which Climate Home News understands has played an important role in wider efforts to influence the development of the rules underpinning the UN carbon market.
Three experts and a European Union diplomat told Climate Home News that the interventions of the UN agency overwhelmingly supported the views of those with a financial interest in carbon markets.
UNEP’s head of mitigation Gabriel Labbate rejected this accusation. He told Climate Home News that the UN agency contributes technical inputs from a “politically-neutral, science-based perspective” and its positions are grounded in an assessment of environmental integrity and are not shaped by, or aligned with, the financial interests of any market participant.
UNEP, NGOs criticise scientific basis
In mid-July, representatives from UNEP, Conservation International and The Nature Conservancy (TNC) briefed government officials from Canada, the UK, Germany, Costa Rica, Belgium, Nigeria and Peru, according to a webinar readout seen by Climate Home News.
The online event was organised by the Forest & Climate Leaders Partnership (FCLP), an initiative that brings together 41 countries plus the EU.
The speakers voiced strong criticism of the new proposed rules. A technical advisor to Conservation International, a US-based NGO that runs several large-scale carbon offsetting programmes, told participants the Article 6 panel’s approach was “based on bad science”. This, he said, is because it relies on a single model that he claimed is not appropriate to determine buffer pool contributions, according to a presentation seen by Climate Home News.
During a high-level discussion led by UNEP’s Labbate, speakers said the application of measures to manage reversal risk on cookstove projects could “impose disproportionate costs and undermine the financial viability of these activities”, according to the readout.


Cookstove programmes issue credits by calculating the greenhouse gas emissions prevented by burning less fuel – usually wood or charcoal – through the use of more efficient stoves. With the new reversal risk tool, these activities would be expected to guard against future carbon losses for the first time under the UN carbon market.
But UNEP, as well as leading NGOs and carbon credit firms, have pushed back against the requirement, arguing this type of credit represents a “flow” of avoided emissions rather than a “stock” of stored carbon that can be released. Scientists reject that distinction, noting that the wood left unburned is still standing in a forest exposed to the same risks as any other.
At the online briefing, speakers also raised concerns that the tighter approach would be replicated for nature-based carbon projects with a direct impact on the future of large-scale forest conservation credits. The Conservation International advisor called it a “bad precedent”.
Both Conservation International and TNC run carbon credit programmes that aim to protect trees from being cut down. Labbate leads the UN-REDD programme, which supports countries developing forest protection initiatives including through carbon credits, and is co-chair of the expert panel advising the Integrity Council for the Voluntary Carbon Market (ICVCM).
After the webinar, the organisers shared by email a series of “key messages” and draft submissions produced by the three organisations, which participants were invited to consider and adapt in their own inputs to the Article 6.4 consultation process.
Getting the rules ‘right’
In a statement to Climate Home News, Ghana, Paraguay and the UK – which are FCLP co-leads for its work on forest carbon credits – said members of the coalition welcomed expert views from a range of partners to help them understand the potential impact of Article 6.4 rules on the eligibility of forest carbon credits in international markets.
They added that the FCLP does not have a common position on the rules and its members are free to choose whether to attend webinars and use any of the materials circulated.
In a statement to Climate Home News, Conservation International said “getting these rules right is important to the environmental integrity of the carbon market, while ensuring all sectors have a place in it”. It added that the NGO does not dispute the validity of the scientific research underlying the proposed buffer pool, but recommends a broader approach including multiple models and datasets.
A spokesperson for TNC said the organisation had helped clarify complex materials and their potential implications, while decisions on how to respond remained entirely with participating countries.
‘Inconvenient science’
The scientific basis for the disputed reversal risk tool rests on two pieces of research. A peer-reviewed study, published in Nature in May and led by scientists at several US universities, modelled forest carbon-loss risk across the United States and found existing buffer pools there are undersized by an average factor of six.
To extend that approach worldwide, the Article 6.4 panel also drew on a second, global analysis by the same research team, which has not yet completed peer review. That study used satellite images, weather records and computer modelling to estimate a 31-42% chance of forests worldwide losing stored carbon within 100 years, depending on the scenario.
The panel picked one of these scenarios and turned its estimates into fixed risk percentages for individual countries, and in some cases provinces, which projects in those locations would need to apply.
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Critics say the peer-reviewed portion of the research was calibrated on North American forests, and that applying the same approach to other regions relies on a global study that is still going through academic checks.
But, for William Anderegg, professor of biological sciences at the University of Utah and one of the authors of that research, it is the best science currently available. He described it as “light-years better” than assumptions underlying the voluntary carbon market, where risk numbers are not generally based on independent evidence and tend to be incredibly low.
Scientific research, including by Anderegg, has found that buffer pools in forestry projects in the voluntary carbon market are substantially smaller than they should be to adequately protect against future releases of carbon.
“There really seems to be a fairly coordinated campaign to try to weaken the strength of these [Article 6.4] tools and their scientific underpinning,” he told Climate Home News. “It’s a little dispiriting to see folks attack science that’s inconvenient.”
Regulators under pressure?
An EU diplomat told Climate Home News that experts and negotiators working on the Article 6.4 mechanism have faced intense pressure from big carbon credit developers and large parts of the nature-based solutions community.
“It is very clear that they are lobbying against strong rules, and they want to align the Paris Agreement mechanism with the standards of the voluntary carbon market,” the diplomat said. “They have influence, time and money, even more than some governments, so they can be very effective in their efforts.”
Last year, the Article 6.4 Supervisory Body, the new market’s regulator, approved rules on the permanence of credits aiming to remove carbon from the atmosphere which critics said were watered down compared to the technical panel’s recommendations. This followed feedback from carbon market firms and conservation NGOs, which submitted dozens of critical views.
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Carbon Market Watch’s Dossi said decisions that strengthen environmental integrity are targeted in particular as they tend to reduce the number of credits that can be issued.
Then, as now, those who opposed tighter rules argued that overly strict safeguards would make some projects too expensive to carry out, with a negative impact on local communities and the climate.
But proponents argue that higher-integrity programmes will drive up market prices, ultimately benefiting everyone.
“If rules ensuring better-quality credits make them somewhat more expensive than they are today, that’s an acceptable consequence, not a reason to weaken the rules, especially since these credits will be used to offset continued emissions,” said Dossi.
Efforts to pull the rule-makers in different directions are expected to intensify in the coming weeks as a decision on the new credit protection system nears.
“I really don’t know how this will turn out in the end,” one veteran carbon market expert said. “What I am sure about is that it will be quite a battle.”
The post Industry and NGOs lobby to weaken UN carbon credit rules in “coordinated” push appeared first on Climate Home News.
Industry and NGOs lobby to weaken UN carbon credit rules in “coordinated” push
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