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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.

Key developments

No new EU support for local solar manufacturers

AFFORDABILITY VS SECURITY: Despite calls from the EU solar industry to instigate “emergency measures to combat a surge in cheap imports from China”, the European Commission said that the use of trade measures must be “weighed against” the bloc’s need for affordable solar panels to achieve its low-carbon transition, according to the Hong Kong-based South China Morning Post (SCMP). EU financial services commissioner Mairead McGuinness “offered no new support”, Reuters reported, instead pointing to existing EU measures and the newly-agreed Net Zero Industry Act, which “aims to fast-track permits for local manufacturing and to give products made in the EU, such as panels, an advantage in future clean tech tenders”. 

CONFLICTING VIEWS: Reuters also underscored that that industry voices were “divided over the solution” – while solar manufacturers “crushed by cheaper imports and oversupply” were calling for more protection, other “green energy” industry representatives “noted that solar panel prices have climbed in the US” in response to duties on solar panels from south-east Asian nations, creating an “inflationary impact”. In its reporting, Politico added that “at a December meeting of EU ministers on solar manufacturing, five out of seven countries appeared resistant to any trade defence measures”, adding that the opinion was not universal, according to an anonymous source.

CHINA’S CRITICISM: Articles and commentaries criticising western reactions to China’s solar exports and extolling the benefits of China’s clean-energy exports have recently appeared in Chinese media. One China Daily article said that Chinese EVs are “popular in overseas markets”, while an editorial in the state-run newspaper argued that “emergency support measures” for Europe’s solar panel manufacturing industry would “create a ‘lose-lose situation’ and…leave the realisation of the bloc’s climate goals in question”. China Energy News reported that “European manufacturers do not have a clear technological advantage [over China]”, making Chinese manufacturing important to maintaining supply. 

Renewables energy capacity could surpass coal in 2024

SET TO OVERTAKE: According to a forecast by the China Electricity Council, China’s installed wind and solar capacity will “overtake” coal for the first time this year, making up around 40% of installed power generation capacity against 37% of coal, Reuters reported. By 2024, China will build about 1,300 gigawatts (GW) of wind and solar capacity, exceeding its official target of 1,200GW by 2030, it added. The body “did not give a forecasted breakdown for actual power generation, which is still dominated by coal [at] nearly 60% of electricity consumed last year”, the outlet noted.

SOLAR STAR: China installed 217GW of new solar capacity in 2023, the country’s national energy administration (NEA) announced, “blowing away” the previous record of 88GW in 2022 and exceeding – in one year – the total amount of solar capacity built in any other nation, Bloomberg reported. According to the NEA, China also “almost quadrupled” its new energy storage capacity such as batteries to 31GW, SCMP reported. The paper – citing an analysis by the Centre for Research on Energy and Clean Air’s Lauri Myllyvirta for Carbon Brief – said the “boom” in storage came as China made a “major pivot” in its macroeconomic strategy, with the country’s previous key economic drivers, such as the real estate sector, losing steam. 

FOSSIL FALL: Profits fell 25% year-on-year in China’s coal mining sector, driven by falling coal prices, but climbed 72% for power firms, reported China Energy Net. Meanwhile, China discovered 107m tonnes of crude oil in Henan province, “equivalent” to more than half of the nation’s production in 2023, which comes at a time when authorities are making efforts to “enhance energy security and rely less on oil imports”, SCMP reported. China Electricity News published a comment by Li Chuangjun, director of the new energy and renewable energy department of the NEA. Li wrote that, in the year ahead, renewable energy will “continue to develop at a high speed”, although this would be in accordance with “promoting stability alongside progress and establishing before breaking”. 

Xi urges greater ‘green’ growth

GREEN UNDERTONES: In a meeting of China’s central committee – consisting of the country’s most senior officials – at the end of January, President Xi Jinping called for continued emphasis on “green” development, saying that “green” is the “underlying colour of high-quality development”, BJX News reported. China must “unswervingly take the road of prioritising the environment”, the energy news outlet quoted him as saying. Shanghai-based newspaper the Paper added that Xi also called for China to “accelerate green science and technology innovation…strengthen the green manufacturing industry, develop the green services industry, grow the [new] energy industry [and] develop green and low-carbon industries”.

EYES ON SHENZHEN: China’s state news agency Xinhua News recently published a special feature naming Xi as a “leader in cultural heritage and innovation”, adding that “under his leadership, China’s ecological environmental protection has undergone historic, transformative and comprehensive changes, with bluer skies, greener mountains and clearer water”. Examples of Xi’s leadership mentioned in the article included innovations in the city of Shenzhen – “from electric cars to new drones, from low-carbon pilots to smart cities”. Shenzhen, for its part, has recently announced that it will “double down on efforts to shore up” its advanced manufacturing industry, planning to see industrial output exceed 1.5tn yuan ($209bn) in new [low-carbon] energy and other strategic emerging industries in 2024, according to SCMP.

Carbon emissions trading regulations published

FULL TEXT: China has released the full text of new regulations to govern its mandatory national carbon emissions trading scheme (ETS), China Daily announced. The regulations “focus on the allocation of responsibilities, designating the state council’s ecological and environmental department to oversee and manage carbon emissions trading” and “specify details including the products eligible for trading, trading methods and the distribution of carbon emissions quotas”, the state-run newspaper explained.

INSTITUTIONAL GUARANTEE: Securities Times said that the new regulations grant the ministry of ecology and environment (MEE) “greater authority to regulate non-compliance in activities such as carbon market compliance, data reporting and verification”. An article by Zhu Xue, professor at Renmin University, and posted on the official MEE website, argued that the law “ensures that carbon emission trading activities have a legal basis” and “also provides an important institutional guarantee [from the Chinese government]…to actively and steadily progress towards carbon peaking and carbon neutrality”.

GREEN CERTIFICATES: China also issued a directive to strengthen the integration of “green electricity certificates (GECs) and energy-saving and carbon reduction policies” to “vigorously promote” the consumption of non-fossil energy, reported BJX News. The policy proposes “incorporating…traded volumes of GECs into evaluation of provincial governments’ energy-saving targets”, it said. Securities Times said that China will define “functional boundaries and articulation between the GECs, the ETS and the voluntary greenhouse gas emission reduction mechanism [CCERs]”. In a LinkedIn article, Shanghai-based David Fishman, senior manager at consultancy the Lantau Group, said that the directive could lead to China “making renewable energy consumption [or purchase of equivalent GECs] mandatory” for energy-intensive companies for the first time. To date, only grid firms and power retailers have had mandatory quotas – effectively renewable portfolio standards – he said.

Spotlight 

China’s environment minister outlines goals for 2024

On 23 January, China’s ecology and environment minister Huang Runqiu outlined his department’s achievements in 2023 and priorities for 2024, in a 20,000 character-long (or approximately 14,000 word-long) speech. In this issue, Carbon Brief translates some of his key talking points.

The speech was delivered at the ministry of ecology and environment (MEE) annual “work conference” – a meeting that looks at progress to date and priorities for the year ahead.

Huang’s speech reflects on remarks made by President Xi Jinping at a major conference in July 2023, where he underscored the importance of “building a beautiful China”. It also outlines eight priorities that Huang’s department will pursue this year.

China’s approach to environmental protection in 2024

On building an ‘ecological civilisation’: “2023 was…a milestone year in the field of ecological environment…[President Xi Jinping] delivered an important speech…which provides an action plan and scientific guidance for us to continue to promote the construction of ecological civilisation in a new era.”

On challenges to China’s emissions-cutting efforts: “China’s industrial structure is still characterised by high energy consumption and high carbon emissions, coal consumption remains high, freight remains mainly powered by heavy goods vehicles [and] this year the economy will continue to rebound. Therefore, the pressure on emissions reduction efforts is not insignificant.”

On loss of ecosystems and pollution incidents: “The overall quality of the ecosystem remains low and important ecological spaces continue to be crowded out. Prolonged periods of heavily-polluted weather occur occasionally, and ecological and environmental incidents are still frequent and high-risk. There are nearly 10,000 tailing ponds across the country, and historical stockpiles of solid waste total tens of billions of tonnes.” 

On the need for more regulation: “There are shortcomings in ecological and environmental science and technology support, insufficient use of market-oriented methods of environmental management [and] lags in construction of ecological and environmental infrastructure…In some places, ecological and environmental supervision is either superficial or has not been established.”

On timelines for near-term progress: “By 2027, green and low-carbon development will be promoted in depth, total emissions of major pollutants will be continuously reduced, the quality of the ecological environment will be increased…and China’s ecological security will be effectively guaranteed.” [The 2027 deadline is also a key target in recent opinions issued by China’s leadership to meet environmental protection goals under the ‘beautiful China initiative’.]

On developing ‘green’ steel: “[In 2023] a total of 420m tonnes of crude steel production capacity saw a whole-process ultra-low emission transformation.”

On China’s national carbon market: “The MEE promoted the successful conclusion of the second compliance cycle of the national carbon emissions trading scheme (ETS), which included 2,257 key emissions units in the power industry, covering more than 5bn tonnes of carbon dioxide (CO2) emissions annually.”

On ‘politicisation’ of climate cooperation: “Global ecological and environmental issues are increasingly politicised, with some western countries playing the climate card to introduce carbon tariffs and other policies.”

Key tasks for 2024

On promoting pilot zones for a ‘beautiful China’: “China will implement the opinions on comprehensively promoting the construction of a beautiful China…and construct beautiful China pioneer [pilot] zones.”

On maintaining the fight against pollution: “The MEE will implement the action plan for continuous improvement of air quality…and promote the ultra-low emission transformation of the iron and steel, cement and coking industries.”

On promoting ‘green, low-carbon and high-quality’ development: “The MEE will…support high-quality development policies and measures for economic recovery and strengthen the environmental assessment services for major investment projects…prepare guidance on strengthening construction of the ETS, gradually expanding the coverage of industries…finalise a national greenhouse gas emissions factor database…study the EU’s carbon border adjustment mechanism…[and] promote implementation of the methane emission control action plan.”

On increasing supervision of ecological protection and restoration: “China will fully implement the Kunming-Montreal Global Biodiversity Framework [and] further promote China’s biodiversity conservation strategy and action plan (2023-30).”

On ensuring nuclear and radiation safety: “The MEE will continue to improve nuclear safety supervision systems and…strengthen capacity for forward-looking research and judgement.”

On strengthening ecological environment inspection, law enforcement and risk prevention: “The MEE will implement the third round of central ecological environmental protection inspections.”

On promoting ecological environment innovation: “The MEE will issue guidance on strengthening scientific and technological innovation in the field of ecology and environment to promote the construction of a beautiful China.”

On environmental governance and COP29: “The MEE will continue deepening reform of vertical [policy] management systems…and accelerate construction of a credit system to supervise environmental protection…[The MEE will] cooperate on environment and climate change with key countries…to promote positive outcomes at COP29.”

Watch, read, listen

GREEN INDUSTRY: The Institute for Global Decarbonisation Progress published an analysis of recently published “steady growth action plans” that outline China’s aims for developing 10 key sectors, identifying the “green and low-carbon initiatives” in each of them.

SOLAR HISTORY: BJX News summarised the history of China’s supportive subsidies for the solar industry, tracking government policy from 2008 to the present day.

COLLATERAL: In an article for the Conversation, Oxford University’s Prof Nikita Sud said China’s investment in clean-energy in Indonesia is “reinforcing entrenched inequalities and hierarchies”, as development of a new solar panel factory could displace the location’s 7,500 residents.

GRASSROOTS ADAPTATION: China Dialogue covered a study which found that “climate change risks are being…adapted to at the grassroots level in southern China” and urges policymakers to “identify vulnerable populations” and understand their needs.

New science

Increasing occurrence of sudden turns from drought to flood over China
Journal of Geophysical Research Atmospheres

The number of “sudden turn from drought to flood” (STDF) events in China increased by 2.8 events per decade over 1961-2020, according to new research. The authors investigated the long-term trends and variability of STDFs in China over 1961-2020. They found that STDFs are prevalent in north and north-east China and the Yangtze River delta. “The probability of a drought being followed by a severe flood is approaching 35% in northern and north-eastern China,” they added. The increase has mainly occurred in late spring and early summer, and is mainly due to “increasing flood frequency and volatility of precipitation”, the paper found.

Faking for fortune: Emissions trading schemes and corporate greenwashing in China
Energy Economics

A new study has found that China’s national carbon emissions trading scheme (ETS) currently acts as a “catalyst for corporate greenwashing” because it intensifies financial pressures on said companies. The study also found that “greenwashing behaviour” induced by the ETS is more apparent where “market competition is higher, firms are smaller, R&D investment is lower or intensity of environmental regulation is lower”.

Does China’s outward foreign direct investment alleviate energy poverty in host countries? Evidence from countries along the belt and road initiative
Renewable Energy

Researchers looked at 80 countries involved in China’s “belt and road initiative” (BRI) between 2006 and 2018 to evaluate their changing trends of energy poverty. The study found that although countries in sub-Saharan Africa, south Asia and west Asia still face severe energy poverty, it has nevertheless steadily declined during this period. China’s foreign direct investment – and its wider effects – can “alleviate local energy poverty by enhancing energy accessibility, improving energy infrastructure and increasing energy supply levels”, the authors said.

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 8 February: Xi’s ‘green’ call; Renewables to top coal; No new EU solar support appeared first on Carbon Brief.

China Briefing 8 February: Xi’s ‘green’ call; Renewables to top coal; No new EU solar support

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Climate Change

DeBriefed 29 May 2026: Europe’s ‘mind-boggling’ May | Indian heat deaths | Nigeria’s solar mini-grids

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Welcome to Carbon Brief’s DeBriefed.
An essential guide to the week’s key developments relating to climate change.

This week

UK, Europe and India battle heatwaves

‘MIND-BOGGLING’ MAY: The UK and continental Europe have set “mind-boggingly crazy”  temperature records for May amid a deadly heatwave, reported the Financial Times. According to the Associated Press, the UK “smashed a century-old temperature record for the second time in 24 hours on Tuesday”. The newswire added that records “also fell in France, where temperatures reached 36C on Monday in the country’s south-west”. On Wednesday, Portugal hit a record May temperature of 40.3C, said BBC News.

‘BRUTAL REMINDER’:  In parts of Italy, the heatwave triggered blackouts, reported Reuters. The heatwave has also been linked to more than a dozen deaths in the UK and France, including from people drowning and suffering heat-related deaths while competing in sporting events, said ABC News. Simon Stiell, the executive secretary of UN Climate Change, said the intense heatwaves were a “brutal reminder” of the cost of global warming, reported Politico. Carbon Brief has in-depth coverage of the record-shattering heatwave.
INDIA’S DEADLY HEAT: In the southern Indian states of Andhra Pradesh and Telangana, more than 100 people died within three days following an intense heatwave, reported the Khaleej Times. The publication noted that authorities urged people to stay indoors and avoid direct exposure to the heat. Meanwhile, some parts of India are “grappling with power cuts as record-breaking heat has pushed electricity demand ​to an all-time high”, reported Reuters.

Around the world

  • CRUDE DIPS: The International Energy Agency (IEA) said global investments in oil projects will fall below $500bn in 2026, continuing a three-year decline, reported Bloomberg. Carbon Brief’s analysis of the data shows the US’s “data-centre boom” means it is now investing more in fossil-fuel power than China.
  • DODGING NET-ZERO: The world’s biggest miner, Australian giant BHP, has backtracked on climate action by halting or delaying projects to cut “vast” amounts of emissions, according to a Guardian investigation.
  • SOLAR SLIP: China’s new solar installations dropped for a fourth straight month, reflecting weakening domestic demand, said Bloomberg.
  • NO LOGGING: Deforestation in the Brazilian Amazon fell last year to its lowest level since 2019, according to a new report, said Agence France-Presse.
  • EXECUTIVE ACTION: Puerto Rico’s governor announced a state of emergency to fight a surge in coastal erosion, citing the need to protect natural resources and vulnerable communities, reported the Associated Press.

Four million

The number of homes in the UK with air conditioning, double the figure from three years ago, reported the Guardian. There are 29m households in the UK.


Latest climate research

  • Carbon Brief will soon be launching a new fortnightly newsletter focused on climate research. Sign up for free today.
  • LGBTQ+ households in the US are “significantly more likely” to face energy poverty and insecurity than the general population | Energy Research & Social Science
  • Global rice-paddy greenhouse gas emissions have doubled over the past six decades | Nature Food
  • Vegetation greening and human-caused warming are the “main drivers” of a surge in flash floods over the last decade | Science Advances

(For more, see Carbon Brief’s in-depth daily summaries of the top climate news stories on Tuesday, Wednesday, Thursday and Friday.)

Captured

Map of the UK showing that at least 67 NHS sites have been forced to close due to weather-related flooding since 2021

A Carbon Brief investigation has shed light on the impact of weather-related flooding on National Health Service (NHS) facilities across the UK. At least 67 NHS hospital wards, departments and other sites have been forced to temporarily close or relocate due to weather-related flooding. The chart above shows sites of weather-related flooding incidents at NHS facilities. The size of the circles indicates the number of incidents reported at each site.

Spotlight

How solar mini-grids can ‘help boost’ Nigeria’s economy

This week, Carbon Brief covers a new report on Nigeria’s solar mini-grid industry.

Amid the impact of the US-Iran war on the Nigerian economy, a new report has argued that solar-mini grids can help to reduce the country’s reliance on fossil fuels and create more than 200,000 jobs.

In Nigeria, Africa’s third-largest economy, the war has led to an increase in energy prices and a decrease in petrol consumption. Petrol is one of the country’s main sources of transport and household fuel. According to one estimate, prices have surged by up to 40% since the conflict commenced in February.

Although the Nigerian treasury has benefited from rising crude oil prices – the country is a major exporter of oil and gas – the impact has been most visible on the wider population.

Rising energy prices “have affected the purchasing power of workers”, Agnes Funmi Sessi, a labour union leader in Lagos, told Carbon Brief.

However, scaling the deployment of solar “mini-grids” could help the country move away from fossil fuels, stimulate rural economies and improve livelihoods, according to the new report authored by the thinktank, the Africa Policy Research Institute.

“We estimate that, by deploying over 10,000 mini-grids, the sector could create 212,688 direct full-time informal and productive-use jobs across the off-grid and under-grid market segments,” the report said.

A nascent industry

Solar “mini-grids” are small-scale, localised electricity generation and distribution systems powered by solar panels.

The report positioned Nigeria’s mini-grid sector as one of the fastest-growing in Africa, with the country having just 11 mini-grids in 2015 and 155 by 2024, along with at least 42 active developers.

Many of the companies within the sector are young and apply novel local techniques in their deployment of solar technology, the report said.

However, access to finance remains a huge barrier. According to the report, the sector may require up to $8bn to connect 35.4 million people to mini-grids.

“Most Nigerians want solar power in their homes, but it is a capital intensive business for vendors and customers,” Dr Ben Iheagwara, a renewable energy entrepreneur and policy analyst, told Carbon Brief.

The report urged the Nigerian government and its international partners to “attract private capital by de-risking investments and ensuring regulatory clarity and long-term planning”.

Other key recommendations for policymakers and stakeholders include investment in skills development and paying attention to the gender gap.

Powering rural communities

Many rural communities, which make up about 37% of the country, are disconnected from the national grid system, so often have to generate their own electricity through mini-grid systems.

According to Nigeria’s electricity regulator, NERC, a mini-grid is defined as a power generating system with an installed capacity of up to 10 megawatts.

A mini-grid can be powered by fossil fuels such as diesel or petrol, but solar power is now considered a cheaper and cleaner source.

With more than 80 million people lacking access to electricity in Nigeria, solar mini-grids are increasingly viewed as the lowest-cost electrification solution, the report said.

Watch, read, listen

MOVING FORWARD: The Energy Transition Show dug into electricity reform in South Africa, discussing the country’s coal legacy and the role of renewables.

ENERGY POVERTY: In an opinion article for Project Syndicate, executive director of the African Climate Foundation, Saliem Fakir, argued that the energy transition in emerging and developing economies is driven by economics and security rather than emissions targets.
VANISHING CITY: BBC News reported on a coastal community in Nigeria where the ocean has “already swallowed more than half of the town”.

Coming up

Pick of the jobs

DeBriefed is edited by Daisy Dunne. Please send any tips or feedback to debriefed@carbonbrief.org.

This is an online version of Carbon Brief’s weekly DeBriefed email newsletter. Subscribe for free here.

The post DeBriefed 29 May 2026: Europe’s ‘mind-boggling’ May | Indian heat deaths | Nigeria’s solar mini-grids appeared first on Carbon Brief.

DeBriefed 29 May 2026: Europe’s ‘mind-boggling’ May | Indian heat deaths | Nigeria’s solar mini-grids

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Q&A: How can African electricity access power jobs not just lightbulbs?

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At the African Development Bank (AfDB) annual meetings this week, several African leaders called for investments in electricity infrastructure which go beyond lighting homes to powering economies.

Applauding the AfDB for its energy programmes like Mission 300 – which aims to provide electricity access to 300 million Africans by 2030 – the Central African Republic’s President Faustin-Archange Touadera said that without power supply “we will not be able to achieve development”.

Speaking alongside him, the Republic of Congo’s President Denis Sassou Nguesso echoed this, saying that “as we need to help our people to turn towards agriculture, to turn towards livestock rearing, we also need to provide power to them.”

As the Mission 300 initiative advances, attention is increasingly shifting from simply connecting households to ensuring that electricity access translates into economic opportunities and livelihoods. That shift is driving the launch of a new Centre of Excellence for Productive Use of Energy being developed under Mission 300 by the philanthropically funded Global Energy Alliance for People and Planet (GEAPP).

    In an interview with Climate Home News, Carol Koech, GEAPP’s vice president for Africa, said the initiative is designed to ensure that electrification supports income generation, agriculture and local economic development rather than only basic household access.

    Q: What is the Centre of Excellence for Productive Use of Energy aiming to achieve with Mission 300?

    A: Mission 300 is increasingly being seen as a job platform and so the role of the Centre of Excellence in translating those electricity connections to jobs. So we want the centre to do four things. First, as a delivery engine, which enables countries to embed a cross-institutional advisor that supports the electrification components, but also other components that are happening in the country.

    Second, we want the centre to be an innovation and strategy hub. Today, there’s really no place where you can go to find the state of the industry for productive use of energy across the globe, and we want to make the centre of excellence the place where you can go and get information about what technologies are available, where deployment is happening and how much is being deployed.

    Campaigners in Africa are demanding their governments stop the development of fossil fuels on the continent and embrace the opportunities of renewable energy
    (Photo: Lighting Global/SunCulture/World Bank)

    The third pillar is to coordinate and mobilise capital. We anticipate the centre coordinating internally within the ecosystem but also mobilising additional financing to help productivity. The last piece is how to scale businesses, enterprises and partnerships around this centre because we anticipate that as we grow this space, new industries will emerge and those industries will need to be supported.

    Q: Why is productive use of energy becoming important under Mission 300?

    A: Mission 300 gave us a bigger platform to demonstrate that energy is truly an enabler for economic development. It’s not sufficient to just provide a connection, but it is required that that connection truly translates to economic development for the communities that benefit.

    We shouldn’t bring electricity and then start thinking about what people can do with it. We need to think about both at the same time and ensure electricity arrives together with the things that will make a difference in people’s lives. Historically, we’ve brought electricity and imagined a miracle would happen, but we know that hasn’t been the case.

    The question is how to ensure universal access in the cheapest way while still transforming communities. Some mini-grids have been deployed in places where demand is extremely low, making them too expensive to sustain. But when mini-grids are paired with productive uses, the economics start to change. If businesses currently running on fossil fuel generators move to solar or renewable energy, operating costs fall and the business case for mini-grids becomes much stronger.

    Q: How could this work in practice for agriculture and rural communities?

    A: I’ll give you a practical example in our pilot country Zambia. Zambia has two programmes, they have the ASCENT programme for energy access and they also have the Zambia agribusiness and trade platform (ZATP). Some of the components of the ZATP programme – which is an agri-business program to help farmers to be productive – have a productive use component but don’t have an energy supply component. So we’re offering things like mills, processing facilities, irrigation and others. In some parts of Zambia, these productive use equipment has been supplied but has not been powered, so communities are not benefiting from that.

    So the whole point is if we coordinate where the agribusiness programme is deployed together with where the energy access programme is deployed and layer those two programmes together in one place, then you could solve the energy access problem and solve productive use together and therefore have really meaningful outcomes for communities.

    Q: How will the centre help both households and small businesses use electricity productively?

    A: The question on whether we should electrify households or businesses is neither here nor there. We need to electrify all. The argument is really once we electrify businesses, the owners of those businesses will be able to pay what they need for their households as well as increase production for their businesses.

    Electricity consumption is usually an indicator of economic development and by pushing productive use into households, especially where households are also smallholder farmers, the question becomes: how can electricity access translate to additional economic development for them? If you are connected onto a mini-grid, then you can actually use that connection to run irrigation, put in a dryer, or a cold storage system, whatever you require to improve your income but the fact that you have energy means that you can access productive use. Now, we need to ask ourselves how do these farmers or these households then get access to these appliances, because that’s another barrier.

    Q&A: Will subsidy cuts for Chinese clean-tech exports hurt Africa’s solar boom?

    The cost of these appliances is usually extremely high, and when you have programmes such as the ZATP running in Zambia, that’s already a public funding approach to making these appliances available and potentially reachable for farmers, either at household level, at farm level or at community level.

    Q: How does this complement the already existing Mission 300 national energy compacts designed by countries?

    A: Each of the national energy compacts have a productive use component, a pillar that talks about distributed renewable energy, productive use, and clean cooking. This is actually complementing the work of the countries, and this centre is like an available support, back office for countries to tap into as they implement their national energy compacts, if they have specific requirements and support for that pillar three.

    So the advisers that will be embedded into countries, their role is to coordinate within country programs that are running where energy could make a difference. The advisers will be sourced from the country and so they will make sure that the donor money is coordinated to benefit the country fully. Their role will include going to ministries of agriculture or any related ministries and understanding where they are prioritising programmes that require electrification. In many cases, programmes and money have already been allocated, but this component is about how do we deploy it in a way that it actually truly brings a difference, so those advisers will do that.

    Q: How will the centre address financing and private sector investment challenges?

    A: What we’re really looking at is different financing mechanisms. In the past, we have provided subsidies and results-based financing to suppliers, distributors and manufacturers to help create markets for productive-use appliances. I see this as one mechanism the centre could use, but the bigger opportunity is aligning public funding across different programmes so that more of it can support productive uses, either through direct funding or subsidies.

    Nigerians bet on solar as global oil shock hits wallets and power supplies

    When it comes to private sector investment, the reality is that Africa’s energy sector still faces serious constraints. Most private investment has gone into power generation, particularly through independent power producers, and even then that has only been possible in places where the off-takers, usually utilities, are bankable.

    To unlock more private capital, countries need the right policies, reforms and regulations, but even more importantly, utilities must become financially viable. If the off-taker is not bankable, then the project is not bankable.

    Another major question is how to attract private investment into transmission infrastructure. There are different models being explored, but the reality is that public funding alone is not sufficient to achieve Mission 300, so finding new ways to mobilise private capital will be critical.

    The post Q&A: How can African electricity access power jobs not just lightbulbs? appeared first on Climate Home News.

    Q&A: How can African electricity access power jobs not just lightbulbs?

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    AI boom means US is now ‘investing more’ in fossil-fuel power than China

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    The “data-centre boom” is driving a surge in gas investment in the US, pushing its fossil-power spending ahead of China, according to the International Energy Agency (IEA).

    A rapid expansion of data centres across the nation is at the heart of the US tech sector’s plans to continue “dominat[ing]” the global artificial intelligence (AI) industry.

    High demand for electricity to power these data centres has led to companies rushing to build new gas-fired power plants across the country.

    This trend, combined with “soaring” gas-turbine prices, drove a threefold increase in US gas‑power investment in 2025 – and the IEA expects this to continue throughout 2026.

    As the chart below shows, Chinese investment in coal- and gas-fired power is expected to drop this year, amid domestic policy changes and the Iran war sending gas prices spiralling.

    Together, these trends mean the IEA expects US investment in fossil-fuelled power plants to overtake China’s in 2026.

    Annual investment in fossil-fuel power in China and the US
    Annual investment in fossil-fuel power in China and the US, $bn. The figure for 2026 is an IEA estimate, based on current trends. Source: IEA.

    The IEA’s latest world energy investment report shows that spending on renewables and electricity grids continues to dominate at the global scale.

    In the US, Trump administration policies such as the phase-out of tax credits for renewables has led to the IEA revising its forecast for new wind and solar power downwards.

    At the same time, US electricity demand is expected to rise by an average of 2% per year from 2026 to 2030, with data centres contributing half of the overall increase.

    This is leading to what the IEA calls an “AI-driven push” to build new gas-power plants in the US, the world’s largest data-centre market and largest gas producer.

    Globally, orders for new gas-power plants increased to 130 gigawatts (GW) in 2025 – a 25-year high – and US demand was a “major factor” in this, according to the IEA.

    Much of the demand is coming from tech companies in the US seeking to bypass grid connection queues by building “captive” gas-power plants.

    As the chart below shows, since the start of 2025 these US captive data centres alone have signed off on more investment in new gas turbines than any country in the world – aside from the US itself.

    Total value of new gas generation final investment decisions
    Total value of new gas generation final investment decisions by country, region or use-case, between 2025 and the first quarter of 2026, $bn. Source: IEA.

    Overall, investment in grid upgrades, power equipment and electricity generation to support the buildout of data-centre infrastructure around the world hit $105bn in 2025, according to the IEA.

    This is more than the total invested in the energy sector across the whole of Africa – a continent where more than 600 million people do not have access to electricity.

    The IEA notes that strong demand for gas-power plants for data centres in the US – and, to a lesser extent, the Middle East – is “limiting the availability of turbines for near-term deployment elsewhere in the world”.

    The agency also points out that as the tech sector becomes a “major energy investor”, accounting for around 40% of all corporate power-purchase agreements, it is also “underpinning momentum” for emerging clean technologies, such as small modular nuclear reactors and advanced geothermal.

    The post AI boom means US is now ‘investing more’ in fossil-fuel power than China appeared first on Carbon Brief.

    AI boom means US is now ‘investing more’ in fossil-fuel power than China

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