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We handpick and explain the most important stories at the intersection of climate, land, food and nature over the past fortnight.

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

Key developments

Trump’s logging orders

IF A TREE FALLS: US president Donald Trump last week signed a pair of executive orders “to increase lumber production across national forests and other public lands”, Axios reported. The outlet explained that the first order “calls for considering new categorical exclusions” under the existing law that requires environmental reviews, while the second “promotes domestic timber production to replace imports”. The latter order dealt “a devastating blow” to forests on public lands, said Inside Climate News. The outlet added that “increasing timber production would likely target the larger, older trees that are the most critical to protect as climate change accelerates”.

QUESTIONABLE IMPACT: The Trump administration claims that increasing timber production will be “the next frontier in job creation and wildfire prevention”, USA Today reported. Timber groups and lawmakers representing rural districts were in agreement, the outlet said. It added: “But conservation groups and forestry experts say cutting down more trees doesn’t inherently reduce wildfire risk and can actually increase it.” The orders are “expected to face legal pushback”, USA Today said.

NOT SO CLEAR CUT: Despite the claims of a viral Instagram post, the executive orders do not compel the clearing of 280m acres (1.1m square kilometres) of national forest, noted a Yahoo News factcheck. The outlet added that the total area of land affected by the orders is actually 251m acres (1m km2) and that “even in the most extreme scenario, the US logging industry wouldn’t have the sawmills or workers required” to clear-cut that much forest in the next four years. It said: “But whatever the scale, environmentalists warn that expanding logging while reducing oversight will damage fragile ecosystems, threaten old-growth forests, increase pollution and even worsen wildfires.”

Tit-for-tat tariffs

FOOD FIGHT: On Monday, China began imposing tariffs on US farm products, in what the New York Times called “the latest escalation of a trade fight between the world’s two largest economies”. China’s tariffs include a 15% levy on US-raised chicken, wheat and corn, along with a 10% levy on other food products, the newspaper reported. Describing the food tariffs as “a high impact yet low-cost weapon” in the US-China trade war, Bloomberg noted that “the Asian giant remains a key export market for largely Republican states in the midwest farm belt”. Alongside the new levy, it added that China also halted all American timber purchases and soybean imports from three US firms. The Washington Post mapped where tariffs could “hit” US farmers and jobs “the hardest”.

AG INDEPENDENCE: The latest move is part of China’s “broader strategy” to strengthen its food security since Trump’s first term, reported Business Standard, tracing a timeline of the country’s initiatives “to reduce its reliance on US imports”. US farmers and experts who spoke to Time magazine said they “know from experience” that Trump’s “incipient trade war will make things tougher” for them. The outlet added that “around 80% of the money the US government took in from tariffs on Chinese imports [during Trump’s first term] went back to paying farmers” affected by retaliatory tariffs. The US-China food trade fight will give Brazilian exporters “an opportunity to take an even bigger share of the Chinese market”, Reuters reported, adding that it “could also fuel already-high food inflation in Brazil”.

UH OH, CANADA: At the same time, China “open[ed] a new front in a trade war”, announcing tariffs on over $2.6bn worth of Canadian agricultural and food products on Saturday, according to Reuters. The measures include a 100% tariff on Canadian rapeseed oil and pea imports, the newswire explained. It said that China’s tariffs on Canada are being seen as a “warning shot” and “retaliati[on] against levies Ottawa introduced in October” on China-made electric vehicles and aluminium products. Canada’s 40,000 rapeseed farmers are now “caught in the middle of political tensions far outside [their] control” amid two trade fights, the Globe and Mail reported, with China’s moves combining with the “threat of 25% tariffs on $7.7bn of exports to the US, their largest market”.

Spotlight

Mining drives ‘destruction’ in Peru’s peatlands

This week, Carbon Brief covers a new study that found that small-scale, artisanal gold mining in the Peruvian Amazon is a small but growing cause of “destruction” for the region’s carbon-rich peatlands.

Peatland loss due to small-scale gold mining in the Peruvian Amazon has released up to 0.7m tonnes of carbon – some 2.6m tonnes of carbon dioxide (CO2) – over the past 35 years, according to new research.

The study, published in Environmental Research Letters, used satellite imagery to determine where “artisanal” mining had driven deforestation in the Madre de Dios river plain.

The researchers found that while only 5% of the mined area overlapped with known peatlands, 55% of this peatland loss occurred within just the past two years.

They warned that mining in Peru’s peatlands is “happening at a scale sufficiently large to threaten the future existence of peatland on the Madre de Dios landscape”.

Mining-driven deforestation

Peatlands are carbon-rich, water-logged ecosystems that form slowly over time as plant matter dies and partially decomposes. 

Although they make up only 3% of the Earth’s land surface, peatlands are estimated to contain 600bn tonnes of carbon – more than is stored in all of the world’s forests combined.

Despite their importance as carbon stores, peatlands are underprotected compared to other “high-value” ecosystems, such as tropical forests. A recent study found that just 17% of peatlands are protected globally.

Artisanal gold mining – referring to mining done informally and with basic tools – is one of the main drivers of deforestation in the Peruvian Amazon in recent decades. It is highly concentrated around the Madre de Dios river, which cuts through the south-eastern part of the country.

To understand the impact of this type of mining, the researchers used 35 years of data from NASA’s Landsat satellite to monitor changes in the region around the Madre de Dios river known as its alluvial plain. They then used an algorithm to differentiate deforestation that was caused by artisanal mining from deforestation due to other factors.

The researchers identified 11,356 hectares of mining in the alluvial plain, two-thirds of which was concentrated in a 50-kilometre stretch of river.

Peatland loss

The researchers then overlaid the identified mining sites with maps of the Madre de Dios peatland complex.  

They identified more than 550 hectares of peatland that had been lost to artisanal mining between 1985 and 2023. They estimated that this “destruction” released between 0.2m and 0.7m tonnes of carbon into the atmosphere, resulting in emissions of up to 2.6MtCO2.

Moreover, mining in peatland areas has increased twice as quickly as the average rate of increase across the plain as a whole over the past five years. More than 10,000 hectares of peatland, containing between 3.5 and 14.5m tonnes of carbon, are at “imminent risk”, the authors warn.

Dr John Householder, a researcher at Germany’s Karlsruhe Institute of Technology and an author of the study, said in a statement:

“Even within a human generation, it is quite possible that large peat deposits can disappear from the landscape, before science has had a chance to describe them. For those peat deposits that are already known, these research findings are a wakeup call to protect them.”

News and views

IWATE ABLAZE: Japan was faced with its “worst wildfire in half a century” in early March, Agence France-Presse reported. The fire, which broke out in the Iwate prefecture on the country’s Pacific coast, “engulfed around 2,600 hectares” and “left one dead”, the newswire said. The Japan Times noted that “unusually dry weather, strong winds and the city’s terrain have made the situation worse than usual”. Dr Akira Kato, a forestry professor at Japan’s Chiba University, told the outlet: “There is a big misconception that fires don’t occur in humid climates, but this is actually not true, and forest fires can occur anywhere in the world.”

EXTINCTION LITIGATION: Australia’s environment minister, Tanya Pilbersek, is being sued by conservation non-profit the Wilderness Society for failing in “her promise to halt Australia’s ongoing extinction crisis”, the Sydney Morning Herald reported. The case does not mention Pilbersek by name but alleges “successive environment ministers are to blame” for failing to “implement plans to save endangered animals”, the newspaper said. Pilbersek, it added, has responded by saying “she had made double the number of [nature] recovery plans than her predecessor”. Separately, ABC News reported that Tasmania’s salmon industry is being hit by mass die-offs due to bacterial disease, with “chunks” of thousands of dead salmon washing up ashore.

ARMY OF ME: After the “worst drought in decades”, Context News reported that Zimbabwe’s maize farmers are now battling an infestation of the fall armyworm. The pests are “[n]ative to the Americas” but have “spread across almost all of sub-Saharan Africa” in just two years, according to the UN Food and Agriculture Organization (FAO). The outlet quotes Patrice Talla of the FAO saying: “Climate change has contributed to outbreaks of migratory pests beyond their regions of origin, notably the fall armyworm.” According to the story, the armyworm “reduces maize yields by up to 73% and inflicts annual economic losses valued at $9.4bn in Africa alone”, its “crop-munching” impacts also affecting Malawi, Zambia, Togo, Benin and Swaziland.

SUDANESE BREW: Excelsea coffee – discovered in South Sudan nearly a century ago – is drawing international interest “amid a global coffee crisis caused mainly by climate change”, the Associated Press reported. The coffee variety currently accounts for “less than 1% of the global market” but production trials by agroforestry company Equatoria Teak indicate that it can “thrive in extreme conditions, such as drought and heat, where other coffees cannot”, according to the newswire. While the beans “represent a chance at a better future” for the country, farmer Elia Box – who lost half his coffee crop to fire in early February – told AP that long-term crops, such as coffee, need stability: “Coffee needs peace.”

ESTATE SALE: A “mystery donor” made a record land purchase in the Scottish Highlands on behalf of the Scottish Wildlife Trust – “the largest donation in the trust’s 60-year history”, according to the Times. It quoted the charity saying that by securing the 7,618-hectare Inverbroom Estate, it could “significantly enhance its efforts to protect and restore wildlife at scale across Scotland”. Furthermore, the newspaper noted that “the trust has made a commitment to the donor that none of the work at Inverbroom would be funded through the sale of carbon credits”.

ILLEGALLY FELLED: According to a new report covered by Mongabay, nearly all of the deforestation in the Brazilian Amazon in the past year was illegal. It said Brazilian non-profit Center of Life Institute (ICV) found that 91% of deforestation in the Amazon and 51% in the tropical savanna of the Cerrado lacked authorisation between August 2023 and July 2024. The outlet noted that under Brazilian law, landowners with a government-issued permit can clear up to 20% and 80% of the vegetation on their property in the Amazon rainforest and Cerrado, respectively. However, it added that the ICV researchers found that much of the deforestation captured by Brazil’s national space agency “wasn’t registered in official databases” for deforestation permits. Separately, BBC News reported that a new highway being built for the COP30 UN climate talks in Belém is “cutting through tens of thousands of acres” of protected Amazon rainforest.

Watch, read, listen

FOREST FOR THE TREES: Dialogue Earth explained how extreme heat is affecting China’s trees – and magnifying other threats to the plants.

IN BLOOM: An in-depth piece in the New York Times covered how a warming ocean is “throwing plankton into disarray”, putting the entire marine food web at risk.

RADICAL INTELLIGENCE: A Noema long read looked at how studying intelligence as a biological property across species can “open up a world of commonalities” across all life.

EXTRACTIVE INVESTORS: The Guardian examined the investor-state lawsuit levelled against Greenland that is seeking to reverse its uranium mining ban.

New science

  • Research published in PLOS Climate found that smallholder farmers in north-eastern Madagascar reported that they perceived increased temperature and decreased rainfall over the past five years. However, despite reporting concerns over their ability to feed their families in the future, only 21% of the 479 farmers surveyed reported changing their farming practices.
  • Tropical forests in the Americas are changing certain functional traits, such as wood density, in response to warming temperatures – “but at a rate that is fundamentally insufficient to track climate change”, a new study published in Science found. Researchers used data from 415 forest plots over 1980-2021, along with temperature data, to determine how forest composition was changing in response to warming.
  • A new review in Environmental Research Letters scanned nearly 10,000 scientific papers to identify the impacts of trees outside of forests on human well-being in South Asia. While most of the literature reported an increase in economic and material well-being, negative outcomes documented included a loss of agency, political voice and social equity – “in particular with afforestation and monoculture plantation projects”.

In the diary

Cropped is researched and written by Dr Giuliana Viglione, Aruna Chandrasekhar, Daisy Dunne, Orla Dwyer and Yanine Quiroz. Please send tips and feedback to cropped@carbonbrief.org

The post Cropped 12 March 2025: Trump and timber; Food fights; Peru’s peatlands appeared first on Carbon Brief.

Cropped 12 March 2025: Trump and timber; Food fights; Peru’s peatlands

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Factcheck: Trump’s climate report includes more than 100 false or misleading claims

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A “critical assessment” report commissioned by the Trump administration to justify a rollback of US climate regulations contains at least 100 false or misleading statements, according to a Carbon Brief factcheck involving dozens of leading climate scientists.

The report – “A critical review of impacts of greenhouse gas emissions on the US climate” – was published by the US Department of Energy (DoE) on 23 July, just days before the government laid out plans to revoke a scientific finding used as the legal basis for emissions regulation.

The executive summary of the controversial report inaccurately claims that “CO2-induced warming might be less damaging economically than commonly believed”.

It also states misleadingly that “excessively aggressive [emissions] mitigation policies could prove more detrimental than beneficial”.

Compiled in just two months by five “independent” researchers hand-selected by the climate-sceptic US secretary of energy Chris Wright, the document has sparked fierce criticism from climate scientists, who have pointed to factual errors, misrepresentation of research, messy citations and the cherry-picking of data.

Experts have also noted the authors’ track record of promoting views at odds with the mainstream understanding of climate science.

Wright’s department claims the report – which is currently open to public comment as part of a 30-day review – underwent an “internal peer-review period amongst [the] DoE’s scientific research community”.

The report is designed to provide a scientific underpinning to one flank of the Trump administration’s plans to rescind a finding that serves as the legal prerequisite for federal emissions regulation. (The second flank is about legal authority to regulate emissions.)

The “endangerment finding” – enacted by the Obama administration in 2009 – states that six greenhouse gases are contributing to the net-negative impacts of climate change and, thus, put the public in danger.

In a press release on 29 July, the US Environmental Protection Agency said “updated studies and information” set out in the new report would “challenge the assumptions” of the 2009 finding.

Carbon Brief asked a wide range of climate scientists, including those cited in the “critical review” itself, to factcheck the report’s various claims and statements.

The post Factcheck: Trump’s climate report includes more than 100 false or misleading claims appeared first on Carbon Brief.

https://www.carbonbrief.org/factcheck-trumps-climate-report-includes-more-than-100-false-or-misleading-claims/

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Cropped 13 August 2025: Fossil-fuelled bird decline; ‘Deadly’ wildfires; Empty nature fund

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We handpick and explain the most important stories at the intersection of climate, land, food and nature over the past fortnight.

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

Key developments

‘Deadly’ wildfires

WINE BRAKE: France experienced its “largest wildfire in decades”, which scorched more than 16,000 hectares in the country’s southern Aude region, the Associated Press said. “Gusting winds” fanned the flames, Reuters reported, but local winemakers and mayors also “blam[ed] the loss of vineyards”, which can act as a “natural, moisture-filled brake against wildfires”, for the fire’s rapid spread. It added that thousands of hectares of vineyards were removed in Aude over the past year. Meanwhile, thousands of people were evacuated from “deadly” wildfires in Spain, the Guardian said, with blazes ongoing in other parts of Europe.

MAJOR FIRES: Canada is experiencing its second-worst wildfire season on record, CBC News reported. More than 7.3m hectares burned in 2025, “more than double the 10-year average for this time of year”, the broadcaster said. The past three fire seasons were “among the 10 worst on record”, CBC News added. Dr Mike Flannigan from Thompson Rivers University told the Guardian: “This is our new reality…The warmer it gets, the more fires we see.” Elsewhere, the UK is experiencing a record year for wildfires, with more than 40,000 hectares of land burned so far in 2025, according to Carbon Brief.

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WESTERN US: The US state of Colorado has recorded one of its largest wildfires in history in recent days, the Guardian said. The fire “charred” more than 43,300 hectares of land and led to the temporary evacuation of 179 inmates from a prison, the newspaper said. In California, a fire broke out “during a heatwave” and burned more than 2,000 hectares before it was contained, the Los Angeles Times reported. BBC News noted: “Wildfires have become more frequent in California, with experts citing climate change as a key factor. Hotter, drier conditions have made fire seasons longer and more destructive.”

FIRE FUNDING: “Worsening fires” in the Brazilian Amazon threaten new rainforest funding proposals due to be announced at the COP30 climate summit later this year, experts told Climate Home News. The new initiatives include the Tropical Forests Forever Facility, which the outlet said “aims to generate a flow of international investment to pay countries annually in proportion to their preserved tropical forests”. The outlet added: “If fires in the Amazon continue to worsen in the years to come, eligibility for funding could be jeopardised, Brazil’s environment ministry acknowledged.”

Farming impacts

OUT OF ORBIT: US president Donald Trump moved to “shut down” two space missions which monitor carbon dioxide and plant health, the Associated Press reported. Ending these NASA missions would “potentially shu[t] off an important source of data for scientists, policymakers and farmers”, the outlet said. Dr David Crisp, a retired NASA scientist, said the missions can detect the “glow” of plant growth, which the outlet noted “helps monitor drought and predict food shortages that can lead to civil unrest and famine”.

FARM EXTREMES: Elsewhere, Reuters said that some farmers are considering “abandoning” a “drought-hit” agricultural area in Hungary as “climate change cuts crop yields and reduces groundwater levels”. Scientists warned that rising temperatures and low rainfall threaten the region’s “agricultural viability”, the newswire added. Meanwhile, the Premium Times in Nigeria said that some farmers are “harvest[ing] crops prematurely” due to flooding fears. A community in the south-eastern state of Imo “has endured recurrent floods, which wash away crops and incomes alike” over the past decade, the newspaper noted.

SECURITY RISKS: Food supply chains in the UK face “escalating threats from climate impacts and the migration they are triggering”, according to a report covered by Business Green. The outlet said that £3bn worth of UK food imports originated from the 20 countries “with the highest numbers of climate-driven displacements” in 2024, based on analysis from the Energy and Climate Intelligence Unit. The analysis highlighted that “climate impacts on food imports pose a threat to UK food security”. Elsewhere, an opinion piece in Dialogue Earth explored how the “role of gender equity in food security remains critically unaddressed”.

Spotlight

Fossil-fuelled bird decline

This week, Carbon Brief covers a new study tracing the impact of fossil-fuelled climate change on tropical birds.

Over the past few years, biologists have recorded sharp declines in bird numbers across tropical rainforests – even in areas untouched by humans – with the cause remaining a mystery.

A new study published this week in Nature Ecology and Evolution could help to shed light on this alarming phenomenon.

The research combined ecological and climate attribution techniques for the first time to trace the fingerprint of fossil-fuelled climate change on declining bird populations.

It found that an increase in heat extremes driven by climate change has caused tropical bird populations to decline by 25-38% in the period 1950-2020, when compared to a world without warming.

In their paper, the authors noted that birds in the tropics could be living close to their “thermal limits”.

Study lead author Dr Maximilian Kotz, a climate scientist at the Barcelona Supercomputing Center in Spain, explained to Carbon Brief:

“High temperature extremes can induce direct mortality in bird populations due to hyperthermia and dehydration. Even when they don’t [kill birds immediately], there’s evidence that this can then affect body condition which, in turn, affects breeding behaviour and success.”

Conservation implications

The findings have “potential ramifications” for commonly proposed conservation strategies, such as increasing the amount of land in the tropics that is protected for nature, the authors said. In their paper, they continued:

“While we do not disagree that these strategies are necessary for abating tropical habitat loss…our research shows there is now an additional urgent need to investigate strategies that can allow for the persistence of tropical species that are vulnerable to heat extremes.”

In some parts of the world, scientists and conservationists are looking into how to protect wildlife from more intense and frequent climate extremes, Kotz said.

He referenced one project in Australia which is working to protect threatened wildlife following periods of extreme heat, drought and bushfires.

Prof Alex Pigot, a biodiversity scientist at University College London (UCL), who was not involved in the research, said the findings reinforced the need to systematically monitor the impact of extreme weather on wildlife. He told Carbon Brief:

“We urgently need to develop early warning systems to be able to anticipate in advance where and when extreme heatwaves and droughts are likely to impact populations – and also rapidly scale up our monitoring of species and ecosystems so that we can reliably detect these effects.”

There is further coverage of this research on Carbon Brief’s website.

News and views

EMPTY CALI FUND: A major voluntary fund for biodiversity remains empty more than five months after its launch, Carbon Brief revealed. The Cali Fund, agreed at the COP16 biodiversity negotiations last year, was set up for companies who rely on nature’s resources to share some of their earnings with the countries where many of these resources originate. Big pharmaceutical companies did not take up on opportunities to commit to contributing to the fund or be involved in its launch in February 2025, emails released to Carbon Brief showed. Just one US biotechnology firm has pledged to contribute to the fund in the future.

LOSING HOPE: Western Australia’s Ningaloo reef – long considered a “hope spot” among the country’s coral reefs for evading major bleaching events – is facing its “worst-ever coral bleaching”, Australia’s ABC News reported. The ocean around Ningaloo has been “abnormally” warm since December, resulting in “unprecedented” bleaching and mortality, a research scientist told the outlet. According to marine ecologist Dr Damian Thomson, “up to 50% of the examined coral was dead in May”, the Sydney Morning Herald said. Thomson told the newspaper: “You realise your children are probably never going to see Ningaloo the way you saw it.”

‘DEVASTATION BILL’: Brazil’s president, Luiz Inácio Lula da Silva, signed a “contentious” environmental bill into law, but “partially vetoed” some of the widely criticised elements, the Financial Times reported. Critics, who dubbed it the “devastation bill”, said it “risked fuelling deforestation and would harm Brazil’s ecological credentials” just months before hosting the COP30 climate summit. The newspaper said: “The leftist leader struck down or altered 63 of 400 provisions in the legislation, which was designed to speed up and modernise environmental licensing for new business and infrastructure developments.” The vetoes need to be approved by congress, “where Lula lacks a majority”, the newspaper noted.

RAINFOREST DRILLING: The EU has advised the Democratic Republic of the Congo (DRC) against allowing oil drilling in a vast stretch of rainforest and peatland that was jointly designated a “green corridor” earlier this year, Climate Home News reported. In May, the DRC announced that it planned to open the conservation area for drilling, the publication said. A spokesperson for the European Commission told Climate Home News that the bloc “fully acknowledges and respects the DRC’s sovereign right to utilise its diverse resources for economic development”, but that it “highlights the fact that green alternatives have facilitated the protection of certain areas”.

NEW PLAN FOR WETLANDS: During the 15th meeting of the Ramsar Convention on Wetlands, held in Zimbabwe from 23 to 31 July, countries agreed on the adoption of a new 10-year strategic plan for conserving and sustainably using the world’s wetlands. Down to Earth reported that 13 resolutions were adopted, including “enhancing monitoring and reporting, capacity building and mobilisation of resources”. During the talks, Zimbabwe’s environment minister announced plans to restore 250,000 hectares of degraded wetlands by 2030 and Saudi Arabia entered the Convention on Wetlands. Panamá will host the next COP on wetlands in July 2028.

MEAT MADNESS: DeSmog covered the details of a 2021 public relations document that revealed how the meat industry is trying to “make beef seem climate-friendly”. The industry “may have enlisted environmental groups to persuade people to ‘feel better’ about eating beef”, the outlet said, based on this document. The strategy was created by a communications agency, MHP Group, and addressed to the Global Roundtable for Sustainable Beef. One of the key messages of the plan was to communicate the “growing momentum in the beef industry to protect and nurture the Earth’s natural resources”. MHP Group did not respond to a request for comment, according to DeSmog.

Watch, read, listen

MAKING WAVES: A livestream of deep-sea “crustaceans, sponges and sea cucumbers” has “captivated” people in Argentina, the New York Times outlined.

BAFFLING BIRDS: The Times explored the backstory to the tens of thousands of “exotic-looking” parakeets found in parks across Britain.

PLANT-BASED POWER: In the Conversation, Prof Paul Behrens outlined how switching to a plant-based diet could help the UK meet its climate and health targets.

MARINE DISCRIMINATION: Nature spoke to a US-based graduate student who co-founded Minorities in Shark Science about her experiences of racism and sexism in the research field.

New science

  • Applying biochar – a type of charcoal – to soils each year over a long period of time can have “sustained benefits for crop yield and greenhouse gas mitigation”, according to a Proceedings of the National Academy of Sciences study. 
  • New research, published in PLOS Climate, found that nearly one-third of highly migratory fish species in the US waters of the Atlantic Ocean have “high” or “very high” vulnerability to climate change, but the majority of species have “some level of resilience and adaptability”.
  • A study in Communications Earth & Environment found a “notable greening trend” in China’s wetlands over 2000-23, with an increasing amount of carbon being stored in the plants growing there.

In the diary

Cropped is researched and written by Dr Giuliana Viglione, Aruna Chandrasekhar, Daisy Dunne, Orla Dwyer and Yanine Quiroz. Please send tips and feedback to cropped@carbonbrief.org

The post Cropped 13 August 2025: Fossil-fuelled bird decline; ‘Deadly’ wildfires; Empty nature fund appeared first on Carbon Brief.

Cropped 13 August 2025: Fossil-fuelled bird decline; ‘Deadly’ wildfires; Empty nature fund

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Guest post: Why China is still building new coal – and when it might stop

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Last year, China started construction on an estimated 95 gigawatts (GW) of new coal power capacity, enough to power the entire UK twice over.

It accounted for 93% of new global coal-power construction in 2024.

The boom appears to contradict China’s climate commitments and its pledge to “strictly control” new coal power.

The fact that China already has significant underused coal power capacity and is adding enough clean energy to cover rising electricity demand also calls the necessity of the buildout into question.

Furthermore, so much new coal capacity provides an easy counterargument for claims that China is serious about the energy transition.

Did China really need more coal power?

And now that it is here, do all these brand-new power plants mean China’s greenhouse gas emissions will remain elevated for longer?

This article addresses four common talking points surrounding China’s ongoing coal-power expansion, explaining how and why the current wave of new projects might come to an end.

New coal is not needed for energy security

The explanation for China’s recent coal boom lies in a combination of policy priorities, institutional incentives and system-level mismatches, with origins in the widespread power shortages China experienced in the early 2020s. 

In 2021, a “mismatch” between the price of coal and the government-set price of coal-fired power incentivised coal-fired power plants to cut generation. Furthermore, power shortages in 2020 and 2022 revealed issues of inflexible grid management and limited availability of power plants, when demand spiked due to extreme weather and elevated energy-intensive economic activity, compounded by coal shortages, reduced hydro output and insufficient imported electricity import. 

Following this, energy security became a top priority for the central government. Local governments responded by approving new coal-power projects as a form of insurance against future outages.

Yet, on paper, China had – and still has – more than enough “dispatchable” resources to meet even the highest demand peaks. (Dispatchable sources include coal, gas, nuclear and hydropower.) It also has more than enough underutilised coal-power capacity to meet potential demand growth.

A bigger factor behind the shortages was grid inflexibility. During both the 2020 power crisis in north-east China and the 2022 shortage in Sichuan, affected provinces continued to export electricity while experiencing local shortages.

A lack of coordination between provinces and inflexible market mechanisms governing the “dispatch” of power plants – the instructions to adjust generation up or down – meant that existing resources could not be fully utilised.

Nevertheless, with coal power plants cheap to build and quick to gain approval, many provinces saw them as a reliable way to reassure policymakers, balance local grids and support industry interests, regardless of whether the plants would end up being economically viable or frequently used. 

China’s average utilisation rate of coal power plants in 2024 was around 50%, meaning total coal-fired electricity generation could rise substantially without the need for any new capacity.

At the same time as adding new coal, the Chinese government also addressed energy security through improvements to grid operation and market reforms, as well as building more storage.

The country added dozens of gigawatts of battery storage, accelerated pumped hydro projects and improved trading linkages between electricity markets in different provinces. 

Though these investments could have gone further, they have already helped avoid blackouts during recent summers – when few of the newly-permitted coal power plants had come online. As such, it is not clear that the new coal plants were needed to guarantee security of supply in the first place.

President Xi Jinping has stated that “energy security depends on developing new energy” – using the Chinese term for renewables excluding hydropower and sometimes including nuclear. According to the International Energy Agency, in the long run, resilience will come not from overbuilding coal, but from modernising China’s power system.

New coal power plants do not mean more coal use and higher emissions

It may seem intuitive to imagine that if a country is building new coal power plants, it will automatically burn more coal and increase its emissions.

But adding capacity does not necessarily translate into higher generation or emissions, particularly while the growth of clean energy is still accelerating.

Coal power generation plays a residual role in China’s power system, filling the gap between the power generated from clean energy sources – such as wind, solar, hydro and nuclear – and total electricity demand. As clean-energy generation is growing rapidly, the space left for coal to fill is shrinking.

From December 2024, coal power generation declined for five straight months before ticking up slightly in May and June, mainly to offset weaker hydropower generation due to drought. Coal power generation was flat overall in the second quarter of 2025.

The chart below shows growth in monthly power generation for coal and gas (grey), solar and wind (dark blue) and other low-carbon power sources (light blue).

This illustrates how the rise in wind and solar growth is squeezing the residual demand left for coal power, resulting in declining coal-power output during much of 2025 to date.

Growth in monthly electricity generation in China by source, terawatt hours (TWh).
Growth in monthly electricity generation in China by source, terawatt hours (TWh). Source: CREA.

Another way to consider the impact of new coal-fired capacity is to test whether, in reality, it automatically leads to a rise in coal-fired electricity generation.

The top panel in the figure below shows the annual increase in coal power capacity on the horizontal axis, relative to the change in coal-power output on the vertical axis.

For example, in 2023, China added 47GW of new coal capacity and coal power output rose by 3.4TWh. In contrast, only 28GW was added in 2021, yet output still rose by 4.4TWh.

In other words, there is no correlation between the amount of new coal capacity and the change in electricity generation from coal, or the associated emissions, on an annual basis.

Indeed, the lower panel in the figure shows that larger additions of coal capacity are often followed by falling utilisation. This means that adding coal plants tends to mean that the coal fleet overall is simply used less often.

New coal power has no predictive value for future coal power generation
Top: Annual change in coal power generation, TWh, relative to the change in coal power capacity, GW, with trend line. Bottom: Change in capacity utilisation, %, relative to the change in capacity, with trend line. Source: CREA.

As such, while adding new coal plants might complicate the energy transition and may increase the risk of unnecessary greenhouse gas emissions, an increase in coal use is far from guaranteed.

If instead, clean energy is covering all new demand – as it has been recently – then building new coal plants simply means that the coal fleet will be increasingly underutilised, which poses a threat to plant profitability.

China is not unique in its approach to coal power

The dynamics behind last year’s surge in coal power project construction starts speak to the logic of China’s system, in which cost-efficiency is not always a central concern when ensuring that key problems are solved.

If a combination of three tools – coal power plants, storage and grid flexibility, in this case – can solve a problem more reliably than one alone, then China is likely to deploy all three, even at the risk of overcapacity. 

This approach reflects not just a desire for reliability, but also deeper institutional dynamics that help to explain why coal power continues to be built.

But that does not mean that such a pattern is unique to China.

The figure below shows that, across 26 regions, a peak in coal-fired electricity generation (blue lines) almost always comes before coal power capacity (red) starts to decline.

Moreover, the data suggests that once there has been a peak, generation falls much more sharply than capacity, implying that remaining coal plants are kept on the system even as they are used increasingly infrequently.

Coal power almost always peaks before capacity
Coal-fired power capacity, GW (blue) and generation, TWh (red) across 26 regions, 2000-2024. Source: Ember.

In most cases, what ultimately stopped new coal power projects in those countries was not a formal ban, but the market reality that they were no longer needed once lower-carbon technologies and efficiency gains began to cover demand growth. 

Coal phase-out policies have tended to reinforce these shifts, rather than initiating them. In China, the same market signals are emerging: clean energy is now meeting all incremental demand and coal power generation has, as a result, started to decline.

Coal is not yet playing a flexible ‘supporting’ role

Since 2022, China’s energy policy has stated that new coal-power projects should serve a “supporting” or “regulating” role, helping integrate variable renewables and respond to demand fluctuations, rather than operating as always-on “baseload” generators. 

More broadly, China’s energy strategy also calls for coal power to gradually shift away from a dominant baseload role toward a more flexible, supporting function.

These shifts have, however, mostly happened on paper. Coal power overall remains dominant in China’s power mix and largely inflexible in how it is dispatched. 

The 2022 policy provided local governments with a new rationale for building coal power, but many of the new plants are still designed and operated as inflexible baseload units. Long-term contracts and guaranteed operating hours often support these plants to run frequently, undermining the idea that they are just backups.

Old coal plants also continue to operate under traditional baseload assumptions. Despite policies promoting retrofits to improve flexibility, coal power remains structurally rigid. 

Technical limitations, long-term contracts and economic incentives continue to prevent meaningful change. Coal is unlikely to shift into the flexible supporting role that China says it wants without deeper reform to dispatch rules, pricing mechanisms and contract structures.

Despite all this, China is seeing a clear shift away from coal. Clean-energy installations have surged, while power demand growth has moderated

As a result, coal power’s share in the electricity mix has steadily declined, dropping from around 73% in 2016 to 51% in June 2025. The chart below shows the monthly power generation share of coal (dark grey), gas (light grey), solar and wind (dark blue), and other low-carbon sources (light blue) from 2016 to the present.

Share of monthly electricity generation in China by source
Share of monthly electricity generation in China by source, %. Source: CREA.

When will the coal boom end?

About a decade ago, the end of China’s coal power expansion also looked near. Coal power plant utilisation declined sharply in the mid-2010s as overcapacity worsened. In response, the government began restricting new project approvals in 2016. 

With new construction slowing and power demand rebounding, especially during and after the height of the Covid-19 pandemic, utilisation rates recovered. Not long after, power shortages kicked off the recent coal building spree.

Now, there are new signs that the coal power boom is approaching its end. Permitting is becoming more selective again in some regions, especially in eastern provinces where demand growth is slowing and clean energy is surging. Meanwhile, system flexibility is advancing

Compared to the late 2010s, the current shift appears more structural. It is driven by the rapid expansion of clean energy, which increasingly eliminates the need for large-scale new coal power projects.

Still, the pace of change will depend on how quickly institutions adapt. If grid operators become confident that peak loads can reliably be met with renewables and flexible backup, the rationale for new coal power plants will weaken.

Equally important, entrenched interests at the provincial and corporate levels continue to push for new plants, not just as insurance, but as sources of investment, employment and revenue. Through long-term contracts and utilisation guarantees, this represents institutional lock-in that may delay the shift away from coal.

The next major turning point will come when coal power utilisation rates begin to fall more sharply and persistently. With large amounts of capacity set to come online in the next two years and clean energy steadily displacing coal in the power mix, a sharp drop in coal power plant utilisation appears likely.

Once this happens, the central government might be expected to step in through administrative capacity cuts – forcing the oldest plants to retire – just as it did during overcapacity campaigns in the steel, cement and coal sectors around 2016 and 2017. 

In that sense, China’s coal power phase-out may not begin with a single grand policy declaration, but with a familiar pattern of centralised control and managed retrenchment.

A key question is how quickly institutional incentives and grid operation will catch up with the dawning reality of coal being squeezed by renewable growth, as well as whether they will allow clean energy to lead, or continue to be held back by the legacy of coal.

The upcoming 15th five-year plan presents a crucial test of government priorities in this area. If it wants to bring policy back in line with its long-term climate and energy goals, then it could consider including clear, measurable targets for phasing down coal consumption and limiting new capacity, for example.

While China’s coal power construction boom looks, at first glance, like a resurgence,it currently appears more likely to be the final surge before a long downturn. The expansion has added friction and complexity to China’s energy transition, but it has not reversed it.

The post Guest post: Why China is still building new coal – and when it might stop appeared first on Carbon Brief.

Guest post: Why China is still building new coal – and when it might stop

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