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A “resurgence” in construction of new coal-fired power plants in China is “undermining the country’s clean-energy progress”, says a new joint report by the Centre for Research on Energy and Clean Air (CREA) and Global Energy Monitor (GEM).

The country began building 94.5 gigawatts (GW) of new coal-power capacity and resumed 3.3GW of suspended projects in 2024, the highest level of construction in the past 10 years, according to the two thinktanks.

The accelerated buildout, fuelled by investment from the coal-mining sector, “raises critical concerns” about China’s ability to transition away from the fossil fuel, the report warns.

Analysts expect China’s huge clean-energy capacity additions to slowly squeeze coal’s share of electricity generation, as China works towards its “dual-carbon” goals of peaking carbon emissions by 2030 and reaching carbon neutrality by 2060.

As things stand, rapid coal-power expansion is posing a “challenge” to China’s high-level climate commitments, including on reducing coal use, CREA and GEM argue.

They point to a range of policies that could help China get back on track, including ending new coal plant approvals, as well as power market and grid reform.

Construction fever

Construction started on 94.5GW of new coal-fired power plants in 2024, according to the study. It says this is a sign of continued momentum in developing new coal projects, despite government pledges to “strictly” control the use of the fossil fuel. The report adds that 3.3GW of suspended projects also resumed construction in 2024.

Approvals for new coal construction rebounded in the second half of the year to 66.7GW, after permitting only 9GW in the first half.

Taken altogether, the report says this signals a substantial amount of new capacity will come online in the next few years, “solidifying” coal’s place as a major source of electricity.

As shown in the chart below, China’s new or resumed construction of coal-power plants declined steadily from 84.3GW in 2015 to 32.1GW in 2021. However, it has since risen from 2022, driven by a wave of new projects.

New and resumed construction of coal capacity in China between 2015-2024, gigawatts. Credit: GEM and CREA.
New and resumed construction of coal capacity in China between 2015-2024, gigawatts. Credit: GEM and CREA.

From 2022 onwards, new and revived proposals to initiate coal-power projects also surged, reaching 146GW in 2022 and 117GW in 2023 – well above pre-pandemic levels.

However, the report notes, new proposals fell to 68.9GW in 2024, which could point to “potential cooling in project initiation”. In 2023, China accounted for 95% of the world’s new coal construction.

Meanwhile, retirement and mothballing of old coal plants remains “low”, the report says. This is particularly pronounced in recent years, with the amount of capacity being closed down each year dropping sharply from around 13GW in 2020 to 2.5GW in 2024.

All of this stands in “direct conflict” with Chinese president Xi Jinping’s pledge in 2021 to “strictly limit the increase in coal consumption” between 2021 and 2026, the report says, as well as China’s 2030 carbon-peaking action plan. It adds:

“The policy direction set in China’s updated climate targets for 2035 under the Paris Agreement and the upcoming 15th five-year plan [2026-2030] will be critical to determining the trajectory of China’s coal-power sector and with that, its emissions trajectory.”

This echoes recent analysis published by Carbon Brief.

Fuelled by industry interests

The renewed coal drive is largely being pushed by the mining industry, according to the report, with coal-mining companies increasingly investing in coal-power projects.

More than three-quarters of all newly approved coal power projects were financed by “coal mining companies or energy groups with coal-mining operations”, the study says.

It suggests this may be partly driven by China’s “dual-carbon” goals, which have pushed those companies to diversify in order to “secure stable demand for their output through 2030 and beyond”.

These investments include integrated coal mine-to-power and “pithead” plants, as well as typical coal-fired power plants developed by energy groups with coal-mining operations.

The report notes that many regional coal and energy companies have “intensified” coal-power investments, “aligning their strategies to sustain coal’s dominance at the provincial level”.

It adds that major coal-producing provinces – such as Xinjiang, Inner Mongolia, Shaanxi and Gansu – were also commissioning and building the most new coal power, as shown in the map below. However, China’s biggest coal-producing province, Shanxi, was not among the provinces with the most activity around new coal power in 2024.

By province, Chinese coal plants that have been commissioned, begun construction, permitted and retired in 2024. Credit: GEM and CREA.
By province, Chinese coal plants that have been commissioned, begun construction, permitted and retired in 2024. Credit: GEM and CREA.

‘Undermining’ the energy transition

The rapid buildout of coal could combine with structural features of the power system that favour the coal industry, the report says, to limit renewables’ ability to become China’s main provider of electricity.

China installed record amounts of renewable energy capacity in 2024, bringing total solar and wind capacity up to 890GW and 520GW, respectively. Coal capacity in 2024 was 1,200GW.

The growing amount of low-carbon electricity in China’s mix was expected to cover new demand and reduce coal’s importance in the system, in a policy known as “establish [new systems] before breaking [old ones]” (先立后破).

However, the report notes, the flurry of new coal construction “makes it increasingly difficult to achieve” this. Instead, it says there is a risk that renewable energy will be treated as a supplementary power source “layered on top” of coal.

This is partly due to several policy structures that prioritise the use of coal power and protect the industry’s interests, it explains.

Most power grids lock in coal-power supply through mechanisms such as medium- to long-term contracts for purchasing power and long-term coal supply agreements, obligating provinces to use a certain amount of the fuel, even when other sources of electricity are more cost-effective.

Provincial governments are also moving away from requiring power purchase agreements (PPAs) to include a minimum share of solar and wind, the report says, resulting in “an uneven playing field where coal power remains insulated from risk while wind and solar developers face price fluctuations and uncertain demand”.

The development of new coal-power plants will “further limit grid space for renewables”, it adds, making it harder for solar and wind power generators to gain significant market share.

Coal’s predominance in the system may have also led to a substantial recent uptick in curtailment of renewable energy. According to calculations in the report, the final quarter of 2024 likely saw a curtailment rate of around 5.5%, rather than the officially reported 3.2%.

The report attributes this to “structural constraints”, rather than weather-driven availability of solar and wind resources.

Opportunity for change in 2025

Forecasts by the coal industry signal that it expects the coal-power sector to continue growing, causing “increasingly unsustainable conflict” between China’s energy security and low-carbon policies, the report notes.

The report suggests strong policy direction in 2025 would be needed to counteract coal’s dominance in the energy system.

This could be achieved, firstly, by reducing the amount of coal in the energy system, such as by setting “ambitious and measurable” targets for reducing coal consumption, phasing down coal plants, utilisation of coal plants in operation and uptake of renewables.

Other potential levers could include ending new coal-power plant approvals and accelerating the retirement of older units.

Secondly, the report points to reform of the mechanisms that steer power providers towards coal – including reducing the amount of coal covered in long-term PPAs and coal supply agreements – and prioritising grid reform and the development of spot markets.

These steps, it argues, would “help implement China’s ambition to phase down coal, create space for renewables, and drive a cleaner, more efficient energy system”.

The post China’s construction of new coal-power plants ‘reached 10-year high’ in 2024 appeared first on Carbon Brief.

China’s construction of new coal-power plants ‘reached 10-year high’ in 2024

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What Is the Economic Impact of Data Centers? It’s a Secret.

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N.C. Gov. Josh Stein wants state lawmakers to rethink tax breaks for data centers. The industry’s opacity makes it difficult to evaluate costs and benefits.

Tax breaks for data centers in North Carolina keep as much as $57 million each year into from state and local government coffers, state figures show, an amount that could balloon to billions of dollars if all the proposed projects are built.

What Is the Economic Impact of Data Centers? It’s a Secret.

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GEF raises $3.9bn ahead of funding deadline, $1bn below previous budget

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The Global Environment Facility (GEF), a multilateral fund that provides climate and nature finance to developing countries, has raised $3.9 billion from donor governments in its last pledging session ahead of a key fundraising deadline at the end of May.

The amount, which is meant to cover the fund’s activities for the next four years (July 2026-June 2030), falls significantly short of the previous four-year cycle for which the GEF managed to raise $5.3bn from governments. Since then, military and other political priorities have squeezed rich nations’ budgets for climate and development aid.

The facility said in a statement that it expects more pledges ahead of the final replenishment package, which is set for approval at the next GEF Council meeting from May 31 to June 3.

Claude Gascon, interim CEO of the GEF, said that “donor countries have risen to the challenge and made bold commitments towards a more positive future for the planet”. He added that the pledges send a message that “the world is not giving up on nature even in a time of competing priorities”.

    Donors under pressure

    But Brian O’Donnell, director of the environmental non-profit Campaign for Nature, said the announcement shows “an alarming trend” of donor governments cutting public finance for climate and nature.

    “Wealthy nations pledged to increase international nature finance, and yet we are seeing cuts and lower contributions. Investing in nature prevents extinctions and supports livelihoods, security, health, food, clean water and climate,” he said. “Failing to safeguard nature now will result in much larger costs later.”

    At COP29 in Baku, developed countries pledged to mobilise $300bn a year in public climate finance by 2035, while at UN biodiversity talks they have also pledged to raise $30bn per year by 2030. Yet several wealthy governments have announced cuts to green finance to increase defense spending, among them most recently the UK.

    As for the US, despite Trump’s cuts to international climate finance, Congress approved a $150 million increase in its contribution to the GEF after what was described as the organisation’s “refocus on non-climate priorities like biodiversity, plastics and ocean ecosystems, per US Treasury guidance”.

    The facility will only reveal how much each country has pledged when its assembly of 186 member countries meets in early June. The last period’s largest donors were Germany ($575 million), Japan ($451 million), and the US ($425 million).

    The GEF has also gone through a change in leadership halfway through its fundraising cycle. Last December, the GEF Council asked former CEO Carlos Manuel Rodriguez to step down effective immediately and appointed Gascon as interim CEO.

    Santa Marta conference: fossil fuel transition in an unstable world

    New guidelines

    As part of the upcoming funding cycle, the GEF has approved a set of guidelines for spending the $3.9bn raised so far, which include allocating 35% of resources for least developed countries and small island states, as well as 20% of the money going to Indigenous people and communities.

    Its programs will help countries shift five key systems – nature, food, urban, energy and health – from models that drive degradation to alternatives that protect the planet and support human well-being by integrating the value of nature into production and consumption systems.

    The new priorities also include a target to allocate 25% of the GEF’s budget for mobilising private funds through blended finance. This aligns with efforts by wealthy countries to increase contributions from the private sector to international climate finance.

    Niels Annen, Germany’s State Secretary for Economic Cooperation and Development, said in a statement that the country’s priorities are “very well reflected” in the GEF’s new spending guidelines, including on “innovative finance for nature and people, better cooperation with the private sector, and stable resources for the most vulnerable countries”.

    Aliou Mustafa, of the GEF Indigenous Peoples Advisory Group (IPAG), also welcomed the announcement, adding that “the GEF is strengthening trust and meaningful partnerships with Indigenous Peoples and local communities” by placing them at the “centre of decision-making”.

    The post GEF raises $3.9bn ahead of funding deadline, $1bn below previous budget appeared first on Climate Home News.

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    Marine heatwaves ‘nearly double’ the economic damage caused by tropical cyclones

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    Tropical cyclones that rapidly intensify when passing over marine heatwaves can become “supercharged”, increasing the likelihood of high economic losses, a new study finds.

    Such storms also have higher rates of rainfall and higher maximum windspeeds, according to the research.

    The study, published in Science Advances, looks at the economic damages caused by nearly 800 tropical cyclones that occurred around the world between 1981 and 2023.

    It finds that rapidly intensifying tropical cyclones that pass near abnormally warm parts of the ocean produce nearly double – 93% – the economic damages as storms that do not, even when levels of coastal development are taken into account.

    One researcher, who was not involved in the study, tells Carbon Brief that the new analysis is a “step forward in understanding how we can better refine our predictions of what might happen in the future” in an increasingly warm world.

    As marine heatwaves are projected to become more frequent under future climate change, the authors say that the interactions between storms and these heatwaves “should be given greater consideration in future strategies for climate adaptation and climate preparedness”.

    ‘Rapid intensification’

    Tropical cyclones are rapidly rotating storm systems that form over warm ocean waters, characterised by low pressure at their cores and sustained winds that can reach more than 120 kilometres per hour.

    The term “tropical cyclones” encompasses hurricanes, cyclones and typhoons, which are named as such depending on which ocean basin they occur in.

    When they make landfall, these storms can cause major damage. They accounted for six of the top 10 disasters between 1900 and 2024 in terms of economic loss, according to the insurance company Aon’s 2025 climate catastrophe insight report.

    These economic losses are largely caused by high wind speeds, large amounts of rainfall and damaging storm surges.

    Storms can become particularly dangerous through a process called “rapid intensification”.

    Rapid intensification is when a storm strengthens considerably in a short period of time. It is defined as an increase in sustained wind speed of at least 30 knots (around 55 kilometres per hour) in a 24-hour period.

    There are several factors that can lead to rapid intensification, including warm ocean temperatures, high humidity and low vertical “wind shear” – meaning that the wind speeds higher up in the atmosphere are very similar to the wind speeds near the surface.

    Rapid intensification has become more common since the 1980s and is projected to become even more frequent in the future with continued warming. (Although there is uncertainty as to how climate change will impact the frequency of tropical cyclones, the increase in strength and intensification is more clear.)

    Marine heatwaves are another type of extreme event that are becoming more frequent due to recent warming. Like their atmospheric counterparts, marine heatwaves are periods of abnormally high ocean temperatures.

    Previous research has shown that these marine heatwaves can contribute to a cyclone undergoing rapid intensification. This is because the warm ocean water acts as a “fuel” for a storm, says Dr Hamed Moftakhari, an associate professor of civil engineering at the University of Alabama who was one of the authors of the new study. He explains:

    “The entire strength of the tropical cyclone [depends on] how hot the [ocean] surface is. Marine heatwave means we have an abundance of hot water that is like a gas [petrol] station. As you move over that, it’s going to supercharge you.”

    However, the authors say, there is no global assessment of how rapid intensification and marine heatwaves interact – or how they contribute to economic damages.

    Using the International Best Track Archive for Climate Stewardship (IBTrACS) – a database of tropical cyclone paths and intensities – the researchers identify 1,600 storms that made landfall during the 1981-2023 period, out of a total of 3,464 events.

    Of these 1,600 storms, they were able to match 789 individual, land-falling cyclones with economic loss data from the Emergency Events Database (EM-DAT) and other official sources.

    Then, using the IBTrACS storm data and ocean-temperature data from the European Centre for Medium-Range Weather Forecasts, the researchers classify each cyclone by whether or not it underwent rapid intensification and if it passed near a recent marine heatwave event before making landfall.

    The researchers find that there is a “modest” rise in the number of marine heatwave-influenced tropical cyclones globally since 1981, but with significant regional variations. In particular, they say, there are “clear” upward trends in the north Atlantic Ocean, the north Indian Ocean and the northern hemisphere basin of the eastern Pacific Ocean.

    ‘Storm characteristics’

    The researchers find substantial differences in the characteristics of tropical cyclones that experience rapid intensification and those that do not, as well as between rapidly intensifying storms that occur with marine heatwaves and those that occur without them.

    For example, tropical cyclones that do not experience rapid intensification have, on average, maximum wind speeds of around 40 knots (74km/hr), whereas storms that rapidly intensify have an average maximum wind speed of nearly 80 knots (148km/hr).

    Of the rapidly intensifying storms, those that are influenced by marine heatwaves maintain higher wind speeds during the days leading up to landfall.

    Although the wind speeds are very similar between the two groups once the storms make landfall, the pre-landfall difference still has an impact on a storm’s destructiveness, says Dr Soheil Radfar, a hurricane-hazard modeller at Princeton University. Radfar, who is the lead author of the new study, tells Carbon Brief:

    “Hurricane damage starts days before the landfall…Four or five days before a hurricane making landfall, we expect to have high wind speeds and, because of that high wind speed, we expect to have storm surges that impact coastal communities.”

    They also find that rapidly intensifying storms have higher peak rainfall than non-rapidly intensifying storms, with marine heatwave-influenced, rapidly intensifying storms exhibiting the highest average rainfall at landfall.

    The charts below show the mean sustained wind speed in knots (top) and the mean rainfall in millimetres per hour (bottom) for the tropical cyclones analysed in the study in the five days leading up to and two days following a storm making landfall.

    The four lines show storms that: rapidly intensified with the influence of marine heatwaves (red); those that rapidly intensified without marine heatwaves (purple); those that experienced marine heatwaves, but did not rapidly intensify (orange); and those that neither rapidly intensified nor experienced a marine heatwave (blue).

    Average maximum sustained wind speed (top) and rate of rainfall (bottom) for tropical cyclones in the period leading up to and following landfall. Storms are categorised as: rapidly intensifying with marine heatwaves (red); rapidly intensifying without marine heatwaves (purple); not rapidly intensifying with marine heatwaves (orange); and not rapidly intensifying, without marine heatwaves (blue). Source: Radfar et al. (2026)
    Average maximum sustained wind speed (top) and rate of rainfall (bottom) for tropical cyclones in the period leading up to and following landfall. Storms are categorised as: rapidly intensifying with marine heatwaves (red); rapidly intensifying without marine heatwaves (purple); not rapidly intensifying with marine heatwaves (orange); and not rapidly intensifying, without marine heatwaves (blue). Source: Radfar et al. (2026)

    Dr Daneeja Mawren, an ocean and climate consultant at the Mauritius-based Mascarene Environmental Consulting who was not involved in the study, tells Carbon Brief that the new study “helps clarify how marine heatwaves amplify storm characteristics”, such as stronger winds and heavier rainfall. She notes that this “has not been done on a global scale before”.

    However, Mawren adds that other factors not considered in the analysis can “make a huge difference” in the rapid intensification of tropical cyclones, including subsurface marine heatwaves and eddies – circular, spinning ocean currents that can trap warm water.

    Dr Jonathan Lin, an atmospheric scientist at Cornell University who was also not involved in the study, tells Carbon Brief that, while the intensification found by the study “makes physical sense”, it is inherently limited by the relatively small number of storms that occur. He adds:

    “There’s not that many storms, to tease out the physical mechanisms and observational data. So being able to reproduce this kind of work in a physical model would be really important.”

    Economic costs

    Storm intensity is not the only factor that determines how destructive a given cyclone can be – the economic damages also depend strongly on the population density and the amount of infrastructure development where a storm hits. The study explains:

    “A high storm surge in a sparsely populated area may cause less economic damage than a smaller surge in a densely populated, economically important region.”

    To account for the differences in development, the researchers use a type of data called “built-up volume”, from the Global Human Settlement Layer. Built-up volume is a quantity derived from satellite data and other high-resolution imagery that combines measurements of building area and average building height in a given area. This can be used as a proxy for the level of development, the authors explain.

    By comparing different cyclones that impacted areas with similar built-up volumes, the researchers can analyse how rapid intensification and marine heatwaves contribute to the overall economic damages of a storm.

    They find that, even when controlling for levels of coastal development, storms that pass through a marine heatwave during their rapid intensification cause 93% higher economic damages than storms that do not.

    They identify 71 marine heatwave-influenced storms that cause more than $1bn (inflation-adjusted across the dataset) in damages, compared to 45 storms that cause those levels of damage without the influence of marine heatwaves.

    This quantification of the cyclones’ economic impact is one of the study’s most “important contributions”, says Mawren.

    The authors also note that the continued development in coastal regions may increase the likelihood of tropical cyclone damages over time.

    Towards forecasting

    The study notes that the increased damages caused by marine heatwave-influenced tropical cyclones, along with the projected increases in marine heatwaves, means such storms “should be given greater consideration” in planning for future climate change.

    For Radfar and Moftakhari, the new study emphasises the importance of understanding the interactions between extreme events, such as tropical cyclones and marine heatwaves.

    Moftakhari notes that extreme events in the future are expected to become both more intense and more complex. This becomes a problem for climate resilience because “we basically design in the future based on what we’ve observed in the past”, he says. This may lead to underestimating potential hazards, he adds.

    Mawren agrees, telling Carbon Brief that, in order to “fully capture the intensification potential”, future forecasts and risk assessments must account for marine heatwaves and other ocean phenomena, such as subsurface heat.

    Lin adds that the actions needed to reduce storm damages “take on the order of decades to do right”. He tells Carbon Brief:

    “All these [planning] decisions have to come by understanding the future uncertainty and so this research is a step forward in understanding how we can better refine our predictions of what might happen in the future.”

    The post Marine heatwaves ‘nearly double’ the economic damage caused by tropical cyclones appeared first on Carbon Brief.

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