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China Briefing handpicks and explains the most important climate and energy stories from China over the past fortnight. Subscribe for free here.
Key developments
China reaffirmed climate stance
TRUMP WITHDRAWS: A government spokesperson said China’s “resolve and actions to actively respond to climate change will remain unchanged” at a press conference on 21 January. Asked by the New York Times to respond to president Donald Trump withdrawing the US from the Paris Agreement again, foreign ministry spokesperson Guo Jiakun said China was “concerned” and that “China will work with all parties to…promote a global green and low-carbon transition for the shared future of humanity”, state-supporting Global Times reported. At the World Economic Forum in Davos, China’s vice premier Ding Xuexiang reiterated that the world needs to “jointly tackle global challenges”, including climate change and energy security, said the Hong Kong-based South China Morning Post (SCMP).
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BYE BYE BIDEN: Before leaving the White House, outgoing US president Joe Biden urged his successor to “tackle China’s ‘overcapacity’ and dominance in clean-energy supply chains, calling it a competition the US ‘must win’”, SCMP reported. Jennifer Granholm, Biden’s energy secretary, wrote in the New York Times that “it is no secret China wants to dominate the global market” for electric vehicles (EV) under the headline: “China will be thrilled if Trump kills America’s green economy.” One of the Biden administration’s last moves was finalising rules that will “effectively bar nearly all Chinese cars and trucks” from the US, said Reuters. He also barred five Chinese solar companies – allegedly using forced labour in Xinjiang – from entering the US market, reported the New York Times. The move has led to criticism from China’s Ministry of Foreign Affairs, which denied the forced labour claims, said BJX News. BBC News reported that tariffs from the US, Canada and the EU could force China to turn to “emerging markets”, but as the new markets “don’t have the same levels of demand…that could impact Chinese businesses that are hoping to expand, in turn hitting suppliers of energy and raw materials”. A comment for Dialogue Earth by analysts at the Centre for Research on Energy and Clean Air (CREA) said emerging markets in the global south are already driving China’s export growth.
New UK, EU-China geopolitical situation
REEVES IN BEIJING: UK chancellor Rachel Reeves visited China between 10-13 January and “secured benefits worth up to £1bn for the UK economy”, reported the Guardian. According to a UK government document, both sides agreed to “deeper cooperation across areas such as financial services, trade, investment and the climate to support secure growth”, while also agreeing on “strengthening the existing UK-China clean energy partnership”. An unbylined comment piece in China’s state-supporting Global Times said that “China-UK relations have shown signs of warming up”. It added that Reeves responded that the UK would “make decisions in our national interest” when asked whether it would follow the US and EU in imposing tariffs on Chinese EVs. Meanwhile, Zheng Zeguang, the Chinese ambassador to the UK, called on both sides to “maintain the momentum and focus on cooperation” at an event in London attended by Carbon Brief.
EU-CHINA TENSIONS: Just before Reeves’ arrival, China had “concluded that the EU’s recent [anti-subsidies] investigations into Chinese enterprises…were ‘unfair and non-transparent’”, SCMP reported. However, Beijing did not confirm whether it would “take any retaliatory measures in light of the probe’s findings”, added the newspaper. Bloomberg reported that the EU was “set to warn” that the bloc is “facing stiffening pressure” from nations including China. China’s president Xi Jinping, nevertheless, told European Council president Antonio Costa that “China has always regarded Europe as an important pole in a multipolar world”, reported Xinhua. In her own Davos speech, European Commission president Ursula von der Leyen noted concerns over “a second China shock – because of state-sponsored over-capacity”, but said “we should…strive for mutual benefits in our conversation with China”.
Analysts debate China’s oil demand peak
OIL PEAKING?: As much as 10% of China’s oil-refining capacity could be closed in the next 10 years due to “an earlier-than-expected peak” in oil demand, Reuters reported. Chinese oil imports in 2024 fell 1.9% to 11.04m barrels per day, the “first annual decline in two decades outside of pandemic-induced falls”, another Reuters article said. A Financial Times “big read” – titled “Has China already reached peak oil?” – attributed the decline to China’s property crisis and rising electrification of transport. It quoted the head of oil giant Saudi Aramco claiming plastic and petrochemical demand could sustain demand going forward, but also quoted an International Energy Agency analyst saying the decline in transport oil use would outweigh this. The sale of petrol-powered cars in China “plunged” last year, as sales of all types of EVs rose more than 40%, according to the Associated Press.
COAL POWER-UP: China’s thermal power generation – largely coal – rose 1.5% in 2024 to 6,340 terawatt-hours (TWh), Reuters reported, “defying “expectations that coal generation was peaking”. However, the aggregate data mask a “very significant breakpoint”, it quoted CREA lead analyst Lauri Myllyvirta saying, as an 11% “spike” in coal-fired power growth in January and February was followed by a plateau from March to November. Total power consumption reached 9,852TWh, up 6.8% year-on-year, BJX News reported. On Twitter, David Fishman, senior manager at consultancy Lantau Group, said growth in power consumption in the past six months of 2024 “was considerably slower than in the [first] half of the year”.
RENEWABLE RECORDS: China has broken its “own records for new wind and solar power installations again” in 2024, reported Reuters. Solar capacity grew to nearly 890 gigawatts (GW), up 45% – or 277GW – year-on-year, Jiemian reported, while wind capacity grew 79GW to around about 520GW. The news outlet added that thermal power “is still the largest source of electricity” in China overall. To “keep pace with surging renewable generation”, China’s State Grid Corporation will spend 650bn yuan ($89bn) – a record amount – on upgrading the nation’s power infrastructure this year, Bloomberg said. It added that most of this would likely go to “ultra-high-voltage power lines” and “smaller networks linking rooftop solar panels”.
Annual environment conference
MEE CONFERENCE: China’s Ministry of Ecology and Environment (MEE) confirmed eight “key tasks” for 2025, including expanding the national carbon market and promoting “green, low-carbon and high-quality development”, at its annual work conference on 14-15 January, reported Shanghai-based media outlet the Paper. The ministry also announced that “approximately 80% of the nation’s crude steel production capacity has undergone either comprehensive ultra-low emission transformations or targeted upgrades in key segments of their production processes”, according to the Communist party-affiliated People’s Daily. At a separate press conference, MEE said it has approved environmental investments worth 980bn yuan ($133bn) in 2024, while pledging to “refine the conviction and sentencing standards for falsifying environmental assessments” within the legal system in China.
EMISSIONS ACCOUNTING: Meanwhile, China released its first “national database of emission factors” for “improving the accuracy” of greenhouse gas emission calculations, Science and Technology Daily reported. It also released the “first batch of carbon footprint accounting rules”, covering steel, cement, EV batteries and 12 other “industrial products”, said China Energy Network.
Spotlight
Q&A: How China became the world’s leading market for energy storage
China is the world’s largest market for energy storage, followed by the US and Europe, according to BloombergNEF. The storage industry has attracted investments worth hundreds of billions of yuan and rapidly developed in recent years.
However, rapid growth has caused other problems, such as “temporary structural overcapacity” and low utilisation.
In this issue, Carbon Brief explores how China has been driving the sector forwards and how it fits into the nation’s wider energy transition. The full article is available on Carbon Brief’s website.
Soaring battery deployment
China is experiencing a renewable energy boom, adding a massive 301 gigawatts (GW) of renewable capacity, including solar, wind and hydro, in 2023 alone – more than the total renewable generating capacity installed in most countries over all time.
However, the country’s power system still struggles to absorb all of the generation, making energy storage – which bridges temporal and geographical gaps between energy supply and demand – a key tool for the country to improve its renewable energy integration.
Pumped hydro storage is the most common utility-scale storage system and has a long history in China. As of 2023, pumped hydro storage surpassed 50GW, making up more than half of the country’s overall storage capacity.
The remaining half is comprised primarily of batteries and emerging technologies, such as compressed air and flywheels, as well as thermal energy.
These technologies, known as the “new type” energy storage in China, have seen rapid growth in recent years. Lithium-ion batteries dominate the “new type” sector.
The deployment of “new type” energy storage capacity almost quadrupled in 2023 in China, increasing to 31.4GW, up from just 8.7 GW in 2022, according to data from the National Energy Administration (NEA).
This means that China surpassed its target of reaching 30GW of the “new type” energy storage by 2025 two years earlier than planned. The goal had been set by the NEA and China’s top economic planner the National Development and Reform Commission, under the 14th “five year plan”.
(Read Carbon Brief’s Q&A: What does China’s 14th ‘five year plan’ mean for climate change?)
High deployment, low usage
To promote battery storage, China has implemented a number of policies, most notably the gradual rollout since 2017 of the “mandatory allocation of energy storage” policy (强制配储政策), which is also known as the “new energy plus storage” model (新能源+储能).
Under the mandate, which applies in dozens of provinces, renewable companies are required to include a certain amount of energy storage capacity alongside new solar and wind generation projects, with the storage allocation rate ranging between 5% to 20%.
Cheaper costs led by technology innovation have also helped the market’s increasing adoption of batteries, Sun Yongping, researcher of emissions trading and vice-dean of the Institute of State Governance at Huazhong University of Science and Technology, told Carbon Brief.
Despite its positive intentions, the mandatory storage policy has had unintended consequences. Notably, a significant portion of the installed storage capacity remains underutilised.
In regions covered by the State Grid – the government-owned operator that runs the majority of the country’s electricity transmission network – more than four-fifths of the storage systems operate less than 10% of the time, with many used only once every two days, according to a Bloomberg report.
Another challenge, according to Guo, is the additional project costs and lack of effective incentives, as many storage facilities were built or rented to fulfil government requirements, but went unused afterwards.
Both Guo and Sun argue that China needs a deeper level of electricity market pricing reforms to create incentives to use storage.
Guo said: “We still hope that each place deploys new energy storage according to its needs and understands its own situation instead of adopting a ‘one-size-fits-all’ approach.”
‘New driving force’ for economy
Earlier this year, the NEA named the energy storage sector as a “new driving force” for the country’s “new quality productive forces ” (NQPF).
(Read more on Carbon Brief’s Q&A: “What China’s push for ‘new quality productive forces’ means for climate action.”)
Regional governments also saw the economic opportunity in energy storage. Guangdong, for example, aimed to make energy storage a “strategic pillar industry” by 2025.
Meanwhile, Zhejiang, Anhui and Guangdong also have ambitious targets of installing local storage capacity of 3GW each by 2025, according to a recent tally by Greenpeace East Asia, based on government documents.
The booming market has attracted more than 100bn yuan ($14bn) since 2021.
But risks of market turmoil also exist. According to battery industrial information provider Gaogong Industrial Institute, last year China saw more than 70,000 newly registered companies in the sector, which indicated that the market – already seeing fierce competition – may now be undergoing an “overcapacity” period.
Guo said this period of “overcapacity”, however, is “temporary”. She adds:
“There exists a temporary structural overcapacity, as the current expansion of new type energy storage is outpacing the market needs.
“However, if the regional governments could provide more policy support for the application of storage projects, this ‘excess capacity’ due to insufficient market demand could be avoided.”
This Spotlight was written by freelance climate journalist Yuan Ye for Carbon Brief.
Watch, read, listen
CARBON ‘SPIRIT’: Zheng Shanjie, head of China’s top planner National Development and Reform Commission (NDRC), wrote a comment for People’s Daily about the “spirit” of the Central Committee of the Communist party, including insisting on the “dual-carbon” goals.
PARIS ‘THREATS’: Caixin published a speech by former Chinese central bank governor Zhou Xiaochuan arguing that the Paris Agreement faces “mounting threats”, with funding for climate change initiatives “remain[ing] critically insufficient”.
CBAM SOLUTION: A comment for the 21st Century Business Herald by Lin Boqiang, dean at the China Institute for Studies in Energy Policy of Xiamen University, discussed developing China’s carbon market as a response to the EU’s carbon border tariff (CBAM).
US-CHINA CLIMATE: US thinktank the Brookings Institution released a video recording of a panel discussion on the “evolving dynamics of US-China relations on climate change and green technology”.
New science
Maximum carbon uptake potential through progressive management of plantation forests in Guangdong province, China
Communications Earth & Environment
Harvesting young planted forests and then replanting over a 20-year period could sequester 2.5 times more carbon than simply preserving forests, according to new research on China’s Guangdong province. The authors used satellite data, forest growth models and machine learning to identify “key drivers of carbon accumulation”. The study found that the optimal scenario for carbon sequestration, described above, “could yield a potential carbon stock of 0.5 gigatonnes of carbon by 2060, without expanding forest cover”.
Evaluation and future projection of compound extreme events in China using CMIP6 models
Climate change
A new study evaluated the simulation performance of CMIP6 climate models for “six types of compound extreme event” in China. The research found four major results including “the performance of general circulation models (GCMs) in the simulation of extreme temperature indices is better than that for extreme precipitation indices, and positive biases exist in extreme precipitation indices for most models”. It added that the frequency of warm extremes may increase in the future, while cold extremes showed a decreasing trend.
China Briefing is compiled by Wanyuan Song and Anika Patel. It is edited by Wanyuan Song and Dr Simon Evans. Please send tips and feedback to china@carbonbrief.org
The post China Briefing 23 January 2025: China’s climate ‘concern’ over Trump; Peak oil debate; China’s energy storage lead appeared first on Carbon Brief.
Kicking off proceedings at the mid-year climate talks in Bonn amid fraught global geopolitics, UN climate chief Simon Stiell told delegates that tackling the global climate crisis is “the hardest, but most important, thing humanity has ever tried to do together”.
Perhaps hoping to forestall the usual diplomatic wrangling that routinely bogs down the talks, he warned governments that there is no time to “re-open past debates or renegotiate commitments already made”.
Instead, he added, there is an imperative to accelerate real-world action as deadly heat intensifies and the fossil-fuel cost crisis sparked by the Iran war strangles economies, “taking a wrecking ball to lives and prosperity”.
That message seemed to sink in with the negotiators in Bonn, where the opening session kicked off only an hour late and was not marred by agenda rows, which delayed the start of the talks by a day last year.
On bridging the gap between the negotiations and the real economy, Stiell called for elevating the Global Climate Action Agenda, a goal long promised but never fully delivered.
But, he added, Türkiye – working with Australia – is now building on the efforts by last year’s COP30 presidency to streamline this process into six thematic areas, including boosting energy and food security, curbing methane and strengthening the resilience of cities.
Stiell was also keen to stress that the formal negotiations remain central to driving implementation of the Paris Agreement. He urged governments in Bonn to advance key issues including the Global Goal on Adaptation, the delivery of the outcomes of the first Global Stocktake and the development of a new just transition mechanism.
The first Global Stocktake was an assessment of countries’ collective progress in meeting the goals of the Paris Agreement, which led to a 2023 agreement to transition away from fossil fuels in energy systems and a 2030 goal to triple renewable energy, among other things.
Hinting at upcoming reforms to the UN climate regime – which has often been accused of failing to keep pace with advancements in the real world – Stiell said all institutions must continuously evolve and improve. The UN climate secretariat has heard countries’ calls to work more efficiently, support access to climate finance and reduce the reporting burden on governments, he added.
Türkiye to outline targets for Action Agenda
While Australia will run the negotiations at COP31, for co-host Türkiye – which is organising the talks in Antalya – the focus is on the so-called Global Climate Action Agenda. This is a sprawling smorgasbord of around 500 voluntary initiatives bringing together governments, businesses, investors, cities and civil society. It covers everything from strengthening power grids for clean energy, to restoring degraded forests and land, and reducing emissions from buildings.
COP31 President-Designate Murat Kurum told the opening session of the Bonn talks his team will present the “main framework” of the Action Agenda on Tuesday, adding it will be “based on concrete and tangible targets”. He also said Türkiye will announce a roadmap for translating what happens in the negotiations into the real world, which will ”point to a science-based process with highly clear and defined outcomes” and steps for getting there.
“In the second decade of the Paris Agreement, the COP31 Action Agenda will bring the outcomes of the first Global Stocktake to life, and we will make a strong start to the second decade,” Kurum said.
In a joint letter issued in May, the two host nations said COP31 will be shaped as an “Implementation COP” and a “COP of the Future,” aimed at translating commitments into tangible and trackable progress. They outlined priority areas – to be achieved through the six axes of the Action Agenda defined ahead of COP30 – including electrification, zero waste, resilient cities, sustainable agriculture, green industrial transformation and climate finance.
Chiming with this, Australia’s Chris Bowen, the COP31 president of negotiations, made the global energy transition the centerpiece of his opening intervention in Bonn.
This year’s climate summit, he said, must send investors and corporations the message that countries are “collectively committed” to building up renewable energy and reducing fossil fuel reliance. Fossil fuels were not directly mentioned in the main outcome at COP30 last year after countries failed to agree on developing a global transition roadmap, which Brazil is now putting together outside of formal negotiations.
Bowen, Australia’s minister of climate change and energy, said that, while energy crises like the one the world is going through now will become more frequent and more unpredictable, accelerating the shift to cleaner sources will “ease shocks to our energy systems”.
He identified progress on electrification as a priority for COP31, pointing to an assessment by the International Energy Agency (IEA) that electricity’s share of final energy consumption needs to reach 35% by 2035 to keep the 1.5C temperature goal in sight.
“In a world of geopolitical uncertainty and energy disruption, the transition is not a risk,” Bowen added, “it is the solution and an immense opportunity”.
Tensions around trade and climate surface again
Over the weekend, it became clear that discussions on trade and climate would once again become a source of contention between countries – if not as explosively as they did at the start of the talks a year ago.
As agreed in the COP30 Global Mutirão decision, a series of dialogues on trade and climate will be held in Bonn yearly from 2026 to 2028. Climate Home News understands that the G77 + China has expressed discontent about the organisation of the first dialogue that will take place on June 13, because it plans to incorporate contributions from a range of organisations rather than just governments.
In a statement at the opening plenary, Uruguay, on behalf of the G77 group of developing nations, “encouraged Parties [countries] to engage constructively in the dialogue in a robust and structured manner”. Many in the Global South are concerned that international trade measures to make products greener, such as the European Union’s carbon levy on imports, could end up discriminating against them.
Russia warned during its opening statement that the new dialogue should not be used to create trade barriers.
Comment: Indonesia’s failing Just Energy Transition Partnership is a cautionary tale
Avantika Goswami, climate change and green economy programme manager at the India-based Centre for Science and Environment, told Climate Home News that the UN climate secretariat has been unclear and untransparent about what will be discussed at the dialogue. “We don’t know if observers and civil society are going to be able to contribute,” she added.
After the three mid-year dialogues, in 2028 there will be a high-level event for countries to exchange their views and experiences, and the officials in charge will have to present a report summarising these discussions.
At Monday’s opening session, Antwi-Boasiako Amoah, the Ghanian chair of the African Group of Negotiators, said it would be “important to provide clarity on how they intend to present the report” and suggested that the co-chairs of the Bonn talks should consult with countries on how best to do that.
The post Bonn Bulletin: Tackling climate crisis is “hardest” challenge ever, Stiell says appeared first on Climate Home News.
Bonn Bulletin: Tackling climate crisis is “hardest” challenge ever, Stiell says
Climate Change
Bowen urged to lead with vision and ambition to accelerate fossil fuel phase out at Bonn climate meeting, as global energy crisis bites
Bonn, Germany, Monday 8 June 2026 — As the UN climate negotiations in Bonn commence, Greenpeace Australia Pacific is calling on Climate and Energy Minister Chris Bowen to lead with vision and ambition to advance multilateral climate cooperation, and use his unique position to drive concrete progress at COP31 and ensure a meaningful partnership with the Pacific.
In the context of a global energy crisis and turbulent geopolitics, the Bonn Climate Change Conference will be a critical moment to sustain emerging political momentum towards a just transition away from fossil fuels. The midway point on the road to COP31 in Türkiye in November, Bonn will be the first time Minister Bowen has attended a major UN conference in his role as COP31 President of Negotiations.
The start of the Bonn meetings also marks 100 days since the illegal US-Israel war on Iran sparked a global energy shock and after 57 countries including Australia met in Santa Marta, Colombia in April for the world’s first conference on the transition away from fossil fuels — a landmark moment signalling political winds of change in the face of threats to multilateralism.
Speaking from Bonn, Dr Simon Bradshaw, COP31 Lead at Greenpeace Australia Pacific, said: “Amidst a global energy crisis, accelerating climate disasters and a looming super El Niño, the urgency to accelerate climate action and break free from fossil fuel dependence has never been clearer.
“Minister Bowen has been telling Australia and the world that we are in a global ‘fossil fuel crisis’, and that unhooking from fossil fuels is fundamental both to tackling the climate crisis and to ensuring secure and affordable energy. It’s time to match that message with a clear vision and agenda for COP31 — one that has the transition away from fossil fuels at its heart.
“As COP31 President of Negotiations, Australia has both the opportunity and responsibility to build on the momentum of COP30 in Belém and the recent landmark conference in Santa Marta on transitioning away from fossil fuels. This includes leading by example at home, with an immediate halt to new fossil fuel projects — including the mammoth proposed Browse gas project — and committing to develop a national roadmap away from fossil fuel production.”
“Few countries have as much skin the game as Australia: we are a country highly vulnerable to extreme heat, fires, floods and other impacts of climate change, we are suffering the consequences of fossil fuel dependency in terms of our energy security and affordability, but we have some of the world’s best renewable energy opportunities.
“Bonn is a key moment for the incoming Presidency to start shaping the vision, building the necessary trust, and actively setting priorities and expectations for the COP. We therefore hope and expect our Minister to be much more vocal and active in Bonn.
“Australia, in partnership with the Pacific, is taking the reins of global climate cooperation at a critical moment in the world’s transition away from fossil fuels. There is no more time to lose.”
Also in Bonn, Shiva Gounden, Head of Pacific at Greenpeace Australia Pacific, said: “Multilateral cooperation is the antidote to climate and geopolitical chaos. At Bonn, Pacific nations’ legacy of leadership from the frontlines of the climate crisis can be our guiding star as we build a more peaceful and secure world for all.
“We must build on the progress at Santa Marta and break the hold fossil fuels have on our global security and economies. Pacific nations are already facing the brunt of a global climate crisis, but now facing the compounding injustice of an energy crisis brought on by fossil fuel dependence. We did not create either of these crises, but are among the most exposed to both.
“The International Court of Justice made clear that responsibility to address the climate crisis extends beyond borders and that continuing to expand fossil fuel production, including for export, could constitute an internationally wrongful act — a ruling that has now been overwhelmingly endorsed by the UN General Assembly. Continuing down the fossil fuel path, and failing to align efforts with limiting warming to 1.5C, is a breach of our international legal obligations.
“We must not lose sight of what’s needed — by elevating the voices of Pacific leaders, backing Pacific-led solutions, and maximising the opportunity of the Pacific pre-COP, we can ensure the 1.5°C imperative and the transition away from fossil fuels are central to the agenda at COP31, and that communities are granted the finance they need to build a strong, resilient future beyond fossil fuels.”
Ahead of SB64, Greenpeace International has produced a policy briefing outlining the core elements of a just transition away from fossil fuels and the urgent, priority actions needed from national governments and through global co-operation to make it a reality.[1]
ENDS
[1] A Just Transition Away from Fossil Fuels: Policy Briefing
Photos in the Greenpeace Media Library
Media contact
Kate O’Callaghan on +61 406 231 892 (Whatsapp/Signal) or kate.ocallaghan@greenpeace.org
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Troubled by Spreading Landfill Pollution, a Long Island Community Demands Action
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