China exported a record amount of solar components and photovoltaic panels last month, signalling that manufacturers are benefiting from stronger demand for clean energy technologies as the Iran war has caused oil and gas prices to soar and threatens supply shortages.
The world’s second largest economy exported solar panels, cells and wafers capable of generating 68 gigawatts (GW) in March – the equivalent of Spain’s entire solar capacity, according to analysis of data from Chinese customs authority by global energy think-tank Ember.
March’s volume was more than double exports in February and 49% more than the previous record set in August 2025. Three-quarters of the increase came from exports to Asia and Africa.
As well as the Middle East conflict, a rush by Chinese manufacturers to export solar modules and cells before an export tax rebate ended on April 1 – adding 9% to solar panel costs – was a major driver of the export spike.
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Energy think tank Ember said fossil fuel electricity fell slightly in both countries simultaneously for the first time, tipping the global balance
“The volumes exported are absolutely gigantic,” Euan Graham, senior analyst at Ember, told Climate Home News.
“We will see over the coming months how much of that was linked to the tax rebate and how much of that is additional demand – that might vary by region. But certainly a big part of this is the response to the energy crisis,” he said.
China ends tax rebate on solar exports
For Qi Qin, China analyst at the Centre for Research on Energy and Clean Air, March’s export surge was most likely driven by the end of the tax rebate, which brought forward demand, with high energy prices bolstering the trend.
“Policy deadlines can create a sharp one-month jump in export, while by comparison, higher oil and gas prices caused by the war are… more likely to support demand over the medium term rather than explain such a strong spike in one single month,” she told Climate Home News.
Earlier this year, the Chinese government announced that the solar export tax discount was coming to an end in an effort to prevent trade disputes and cut-throat competition for low-price exports among Chinese manufacturers.
In a note at the time, Trivium China, an analysis firm that specialises in monitoring Chinese government policy, said Beijing had become frustrated with state tax resources being used to subsidise overseas consumers. “The rebate end date is all but certain to trigger one of the largest module production booms in history” to beat the April export price hike, it said.
Solar manufacturing booms outside China
Across the world, 50 countries set records for Chinese solar imports in March, while a further 60 saw the highest import levels in six months. Chinese solar exports to Africa reached 10GW last month, a 176% increase compared with the previous month while exports to Asia doubled to 39GW.
The increase is partly driven by growing solar manufacturing and assembly capacity outside China, as countries seek to produce more of their own solar capacity as well as export panels to other markets. In October last year, Chinese exports of solar cells and wafers overtook already assembled solar panels. In March alone, Chinese solar panel exports reached 32 GW while cells and wafers exports amounted to 36 GW.
India, which is rapidly building out a solar manufacturing industry, is increasingly importing wafers from China, which can be manufactured domestically into solar cells and assembled into panels. Chinese solar exports to India were up 141% in March compared to February.
In Africa, Nigeria, Kenya and Ethiopia all imported over 1GW of solar for the first time in a single month, predominantly in the form of solar cells that are then assembled into panels. Exports to Nigeria, which is seeking to significantly ramp up its solar assembly capacity, rocketed 519% – the largest percentage increase.
“We’ve eagerly awaited the first signs of how countries around the world are responding to the energy crisis and this is just the first piece of evidence we have. The full effects of it will be revealing themselves for months to come, both in terms of the immediate consumer response and also more structural government policy changes,” said Graham of Ember.
The post China’s solar exports reach “gigantic” record in March as energy crisis bites appeared first on Climate Home News.
China’s solar exports reach “gigantic” record in March as energy crisis bites
Climate Change
Australia’s climate credibility tested at Pacific Pre-COP talks, as High Court fossil fuel ruling puts government on notice
NADI, FIJI Thursday 8 October 2026 — As the Pacific Pre-COP talks wrap up and Australia prepares to take the reins of COP31 Negotiations in Türkiye next month, Greenpeace Australia Pacific says the government is on notice over fossil fuel expansion and exports, and must accelerate action to align with a 1.5°C pathway.
Following yesterday’s landmark High Court ruling that the climate impacts of coal and gas exports must be considered by New South Wales planning authorities, Greenpeace Australia Pacific is calling on the Albanese government to find the “courage, leadership and grit” to chart a new course away from fossil fuels.
High res images and video from yesterday’s ‘Keep 1.5C Alive’ flotilla in Nadi can be found here
Speaking from Nadi, Shiva Gounden, Head of Pacific at Greenpeace Australia Pacific, said:
“The outcomes of this week’s talks are a drop in the ocean given the scale of need, and urgency of the crisis our communities are facing. It is like taking a glass of water to a burning house if we do not urgently act to address the root cause of the existential threat facing Tuvalu, Fiji and all Pacific countries: fossil fuel expansion.
“The Electrification Pledge must end fossil fuel dependence, not be an end in itself — its ultimate success depends on ensuring electricity comes from renewable sources that displace fossil fuels and align with a 1.5°C pathway. It must be underpinned by justice and backed by finance flowing from polluters to communities.
“Limiting global warming to 1.5°C is a non-negotiable survival line for humanity and Australia must act. The landmark climate advisory ruling from the ICJ is clear — 1.5°C is the moral, the scientific and the legal limit. Continuing down the fossil fuel path, and failing to align efforts with limiting warming to 1.5°C, is a breach of our international legal obligations, and risks making Australia liable for future reparations from climate-vulnerable nations.”
Also in Nadi, Dr Simon Bradshaw, COP31 Lead and climate expert at Greenpeace Australia Pacific, said: “The Pacific was never going to be a mere backdrop for Australia in its role as incoming chair of the COP31 climate talks, but where its credibility and commitment to climate leadership would be tested.
“Here we see communities fighting for their survival and doing everything possible to hold the line on returning warming to 1.5°C. When governments profess to take their concerns seriously, only to then throw more fuel on the fire, the pain and sadness is visceral.
“This week the High Court of Australia recognised what the Federal Government refuses to — that Australia is responsible for the climate damage of our fossil fuel exports and if governments don’t act, the courts will intervene. The message is simple: this is not someone else’s problem, it is ours.
“We must now follow other countries in developing a national roadmap away from fossil fuels that ensures a managed wind-down of fossil fuel production, including exports, in line with our legal obligation to help return warming to 1.5°C.”
ENDS
Media contact: Kate O’Callaghan in Nadi on +61 406 231 892 (Whatsapp/Signal)
A Dutch NGO has filed the first climate complaint under the European Union’s trade rules, arguing that New Zealand violated the environmental provisions of its free trade agreement with the bloc by weakening its climate regulations.
The case will test whether binding climate provisions in the EU’s free trade deals can be enforced to hold governments accountable to their climate obligations, experts told Climate Home News.
The EU-New Zealand free trade agreement, which came into force in 2024, was the first in the world to include legally-binding climate provisions and possible sanctions for violating them, as the EU seeks to use its trade partnerships to advance greater environmental protection.
Under the deal, both parties committed not to weaken their environmental law to promote trade or investment and to “refrain from any action or omission that materially defeats the object and purpose of the Paris Agreement”.
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At the time the agreement was signed, EU Commission President Ursula von der Leyen said the agreement included “unprecedented social and climate commitments”. But experts warned it was unclear how the Paris Agreement provisions would be enforced.
The EU included a similar “trade and sustainable development” clause in 14 other bilateral trade deals in recent years, with several others, including with China, awaiting ratification or being negotiated.
Climate activists at the Dutch NGO Both ENDS argue that the New Zealand government breached these terms by reopening its waters to offshore oil and gas exploration, releasing a climate plan that barely requires any emissions reductions, and passing a law that prevents corporations from getting sued over climate damages.
“Here, we have a so-called gold standard for free trade agreements with sustainability provisions but we have a trading partner that is doing exactly the opposite: regressing, as all the evidence points to, away from the Paris Agreement,” said Marius Troost, a senior policy advisor at Both ENDS.
Can the EU enforce its climate trading rules?
The Dutch environmental group filed the complaint under the EU Commission’s Single Entry Point, a mechanism that allows civil society to request enforcement of the bloc’s trade commitments.
The EU-New Zealand trade deal includes the possibility of suspending beneficial trading arrangements between the two parties in response to serious violations of its climate provisions. This, Troost said, is a “unique” tool to enforce both parties’ obligations under the deal.
“This is an opportunity for the EU and New Zealand to show that they are actually serious about these commitments,” he told Climate Home News.
A spokesperson for New Zealand’s Ministry of Foreign Affairs and Trade denied any violations of the agreement and said the government hadn’t received formal notice of the complaint. The country, they said, “takes its commitments under the NZ-EU Free Trade Agreement seriously, including the agreement’s environment and climate-related provisions”.
An EU Commission spokesperson said it will start a preliminary assessment of the complaint and engage with NGO Both ENDS. “Sustainability is a central pillar of the EU-New Zealand relationship,” they added.
The EU is New Zealand’s second-largest trading partner after China, with about 14% of the country’s exports going to the European market. Agricultural products like meat, diary, fruit and vegetables are the country’s biggest exports to Europe.
New Zealand is ‘having its cake and eating it’
Eliza Prestidge-Oldfield, a senior legal researcher at the New Zealand-based Environmental Law Initiative, which is supporting Both ENDS’s claim, told Climate Home News that if the EU upholds the complaint, both parties would begin a negotiation process.
“The idea is to try and resolve this positively with the New Zealand government acknowledging areas where it needs to change its actions in order to comply with the agreement, and get that change in place as soon as possible,” she said.
But New Zealand’s right-wing coalition government said it won’t take any directives from foreign actors regarding its policies. Trade minister Todd McClay told local media that it was “not for overseas countries, organisations or lobby groups to tell New Zealand how to meet its obligations”.
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Prestidge-Oldfield argued the complaint isn’t about “Europe telling anyone what to do at all”, but rather stressing the conditions under which they are willing to import goods from New Zealand. “The New Zealand government is trying to have its cake and eat it too,” she said.
If New Zealand refuses to adjust its policies in line with the agreement, the complaint will be assessed by an independent panel, which can require the country to make changes. If those changes are not implemented, the panel could decide that New Zealand should lose its preferential EU market access.
A negotiated resolution is more likely, however, with no prior labour-related complaints to the EU having ever reached the panel stage.
Alexander Gillespie, a law professor at the University of Waikato in New Zealand, said sanctions would be a “last resort”. “This is a test case, which will generate considerable attention – as it is not just about climate change, but how free trade and environmental sustainability have been woven together,” he said in a statement.
Trade deals as tool for climate accountability
Experts said the case could set a precedent for how trade deals can be used to hold governments accountable on climate action. The EU has enacted similar “trade and sustainable development” clauses in its trade agreements with Canada, Japan and South Korea.
While still pending ratification, the EU’s 2024 trade agreement with Mercosur – which encompasses Argentina, Brazil, Paraguay and Uruguay – also includes climate provisions, including a commitment to “effectively implement” the Paris Agreement and promote low-carbon trade.
In addition, legal researcher Prestidge-Oldfield noted that last year’s landmark advisory opinion on climate change by the International Court of Justice (ICJ) laid out stronger climate obligations for developed countries like New Zealand and could strengthen allegations of violations of the terms of the trade deal.
“It will be an interesting area to watch how the EU free trade agreement is interpreted in the light of this advisory opinion,” she said.
The post New Zealand accused of breaching EU trade deal over climate rollbacks appeared first on Climate Home News.
New Zealand accused of breaching EU trade deal over climate rollbacks
Australia and Türkiye have agreed to take forward a “presidency-led decision for COP31” after consulting with different countries and groups, Australia’s climate change and energy minister said on Wednesday at the pre-COP meeting in Fiji.
The announcement that November’s climate conference will produce what is known among negotiators as a “cover decision” lays to rest the annual speculation over how the main outcomes of the UN climate conference will be presented this year.
Unlike other formal decision texts at COP, cover decisions are not negotiated word by word between governments. They are often summaries crafted during the proceedings by the presidency, although they still need to be adopted by consensus. Cover texts bring together key elements and initiatives emerging from the discussions at the two-week UN climate talks and give a sense of the political direction of travel for the coming year.
Australian minister Chris Bowen, who will preside over the negotiations at COP31 in the Turkish seaside resort of Antalya, said the presidency did not want to negotiate “a lengthy political statement”. The two countries are sharing the presidency in an unusual arrangement, although Türkiye has the formal title of COP31 President.
The decision, he explained, will be one that “captures the global moment and calls for action”, adding that it would offer “a focused and concrete response to the challenges and opportunities of our time”.