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Los ciudadanos mexicanos acudirán a las urnas el 2 de junio de 2024 para elegir a un nuevo presidente, una nueva legislatura y otros miles representantes de cargos públicos locales.

Tres candidatos –dos de ellos mujeres– contienden para suceder al actual presidente de izquierda, Andrés Manuel López Obrador. Esta podría ser la primera vez que una mujer es elegida presidenta de México.

En México, los candidatos presidenciales pueden ser presentados por una coalición de distintos partidos políticos que comparten objetivos y agendas comunes.

La candidata que lidera las encuestas, la Dra. Claudia Sheinbaum, representa a una coalición de izquierdas, que incluye al partido gobernante de Obrador, el Movimiento de Regeneración Nacional (Morena).

Xóchitl Gálvez representa a varios partidos de oposición de derecha y centro-izquierda, incluido el Partido Acción Nacional. Jorge Álvarez Máynez es el candidato del partido de centro-izquierda Movimiento Ciudadano.

México –un país con más de 126 millones de habitantes y considerado la segunda economía más grande de América Latina, después de Brasil– tuvo la 11ª mayor emisión de gases de efecto invernadero del mundo en 2018. (Más información en el perfil de México de Carbon Brief).

Dentro del G20, México es el único miembro que no ha establecido un objetivo de emisiones netas cero. El país sigue dependiendo en gran medida del petróleo, el gas y el carbón. Se enfrenta a varios retos en la descarbonización de su economía, la aplicación de su ley nacional sobre el clima y la protección de su biodiversidad mediante, por ejemplo, preservar su agencia de biodiversidad.

En el cuadro que figura a continuación, Carbon Brief compara las propuestas de los tres candidatos presidenciales en materia de energía, clima y biodiversidad, basándose en sus plataformas electorales, páginas web oficiales y otros documentos oficiales clave.

Cada entrada del cuadro representa una cita directa de uno o más de estos documentos.

¿Cuál es la situación del país?

En su compromiso actualizado ante la ONU sobre sus acciones y ambiciones climáticas –su contribución determinada a nivel nacional– México afirma que contribuye con el 1.3% de las emisiones mundiales de gases de efecto invernadero (GEI).

El país busca reducir sus emisiones de gases de efecto invernadero un 35% por debajo de la línea base para 2030, aumentando hasta el 40% con ayuda financiera internacional.

Según el documento, las emisiones en 2020, sin incluir las absorciones terrestres, se situaron en 804 millones de toneladas equivalentes de dióxido de carbono (MtCO2e), cifra que aumentaría a 991MtCO2e si no se aplicaran medidas de mitigación.

Esto significa que alcanzar el objetivo inferior supondría recortar las emisiones un 25% por debajo de los niveles de 2020 y el objetivo condicional, una reducción del 35% desde el mismo punto de partida.

Su referencia para 2030 es de 991MtCOe sin esfuerzos de mitigación para ese mismo año, alcanzando hasta un 40% de reducción de emisiones con apoyo financiero internacional.

Los combustibles fósiles representan el 86% del suministro total de energía, mientras que las renovables sólo suponen el 8%.

En 2022, la asociación de investigación y ONG Transparencia Climática concluyó que México “necesita adoptar políticas para eliminar gradualmente el uso de combustibles fósiles [por ejemplo] carbón y petróleo pesado, reduciendo al mismo tiempo la brecha de desigualdad social”.

Sandra Guzmán es directora general del Grupo de Financiamiento Climático para América Latina y el Caribe (GFLAC) y miembro de México resiliente, un grupo de organizaciones de la sociedad civil que envió a los candidatos presidenciales una propuesta de plan climático para el país.

Esta elección es particularmente importante debido a la necesidad de reducir rápidamente las emisiones globales en esta década, dice a Carbon Brief. Guzmán agrega:

“Este es el sexenio más importante para alcanzar las metas climáticas. Si alguien sin interés en el cambio climático llega al poder, estaríamos desdeñando y desechando todo compromiso que México haya hecho y difícilmente después de esto vamos a lograr ponernos en la senda de cumplimiento”.

¿Cuáles son las propuestas?

La doctora Claudia Sheinbaum es la candidata de la coalición “sigamos haciendo historia”, integrada por el partido gobernante de izquierda, Movimiento Regeneración Nacional (Morena), el Partido del Trabajo y el Partido Verde. Es doctora en ingeniería energética y fue jefa de gobierno de la Ciudad de México de 2018 a 2023.

La hoja de ruta de Sheinbaum para 2024-2030 tiene como objetivo “descarbonizar la matriz energética lo más rápido posible”. Sin embargo, el documento de 381 páginas señala que su administración estaría “en línea” con la política energética de Obrador, que se basa en la autosuficiencia energética a través del fortalecimiento de la paraestatal Petróleos Mexicanos (Pemex), y la rehabilitación y adquisición de refinerías. Al igual que la hoja de ruta, la plataforma electoral de la coalición no menciona ninguna referencia a las emisiones netas cero.

Además, recientemente ha dado a conocer un plan para invertir más de $13 mil millones de dólares en nuevos proyectos de generación de energía hasta 2030, según Reuters. Esto incluiría el aumento de la generación de energía eólica y solar, así como la modernización de cinco centrales hidroeléctricas.

Mexico’s second presidential debate was held on 28 April 2024. From left to right, stands Xóchitl Gálvez, candidate of the “strength and heart for Mexico” coalition; then Claudia Sheinbaum, candidate of the coalition “let’s keep making history” and finally Jorge Álvarez Máynez, candidate of Citizen’s Movement. Credit: Mexico’s National Electoral Institute (INE).
El segundo debate presidencial de México se realizó el 28 de abril de 2024. De izquierda a derecha, se encuentra Xóchitl Gálvez, candidata de la coalición “fuerza y corazón por México”; después Claudia Sheinbaum, candidata de la coalición “sigamos haciendo historia” y finalmente Jorge Álvarez Máynez, candidato de Movimiento Ciudadano. Crédito: Instituto Nacional Electoral de México (INE).

Durante el segundo debate presidencial, emitido el domingo 28 de abril, Sheinbaum reafirmó su propuesta de impulsar las fuentes de energía renovables. Esto incluye paneles solares domésticos, así como el crecimiento del transporte eléctrico, mientras se depende del gas y de más centrales de ciclo combinado para la transición energética.

La candidata de “sigamos haciendo historia” tiene actualmente una ventaja sustancial en las encuestas, pero no está muy claro si su coalición logrará la mayoría de dos tercios en la legislatura que necesitaría para promulgar sus deseadas reformas constitucionales.

Xóchitl Gálvez es la candidata de la coalición de varios partidos de oposición de derecha y centro-izquierda, entre ellos el Partido Acción Nacional, el Partido Revolucionario Institucional y el Partido de la Revolución Democrática. Es ingeniera informática, empresaria, ex alcaldesa de la alcaldía Miguel Hidalgo de la Ciudad de México de 2015 a 2018 y ex senadora de 2018 a 2023.

La plataforma electoral de su coalición esboza un plan de descarbonización y promete recursos para impulsar planes locales y nacionales de transición energética. Una de sus propuestas energéticas más destacadas, esbozada en su página web oficial, es que el país alcance las “emisiones netas cero de carbono” en 2050.

En el debate televisivo, Gálvez reafirmó su compromiso de lograr cero emisiones netas en 2050, hacer más eficiente el modelo de negocio de Pemex y promover rondas de energías limpias y subastas eléctricas. En una nueva propuesta, sugirió que el 50% de la energía proceda de fuentes renovables para 2030.

Jorge Álvarez Máynez es el candidato del partido de centro-izquierda Movimiento Ciudadano. Fue diputado del congreso de México en los periodos 2015-2018 y 2021-2024.

La plataforma electoral del partido busca establecer una fecha límite para eliminar gradualmente el uso de combustibles fósiles. Su partido dice estar comprometido con la transición energética y reconoce que esto implicará reemplazar los ingresos de los combustibles fósiles, sugiriendo que los ingresos de la producción de litio, viento y energía hidroeléctrica compensarán el déficit. Aunque la plataforma electoral promete objetivos más ambiciosos de reducción de emisiones, no menciona el cero neto.

Durante el debate, Máynez reiteró algunas de las propuestas esbozadas en su plataforma electoral. Entre ellas, la importancia de la transición a fuentes de energía limpias, como la solar y la eólica, el cambio de un impuesto sobre el petróleo por un impuesto verde para la electromovilidad y el transporte público, y el cierre de una planta de refinería y termoeléctrica. Dijo que su administración instalaría paneles solares en todas las escuelas y hospitales, e impulsaría el desarrollo sostenible en el sur del país.

Temas ausentes

El segundo debate presidencial fue el primero en México que incluyó el cambio climático y el desarrollo sostenible como una de sus áreas temáticas. Los tres candidatos debatieron sus propuestas sobre mitigación y transición energética, mientras que la adaptación apenas se mencionó.

México se enfrenta actualmente a la escasez de agua y sequía. De octubre del año pasado a abril de este año, las 210 presas del país registraron cifras de almacenamiento por debajo de los promedios históricos, según la comisión nacional del agua de México. Añade que casi el 80% del país atraviesa actualmente algún nivel de sequía, siendo las regiones noroeste y centro las más afectadas. Todos los candidatos reconocieron ambos problemas en el debate.

Sheinbaum dijo que pondría en marcha un plan nacional del agua centrado en la tecnificación del riego agrícola, y el reciclaje y el impulso de nuevas fuentes de agua, como la desalinización del agua de mar. También mantendría el programa de agroecología Sembrando Vida, cuestionado por expertos por sus impactos en la deforestación y las comunidades, y por no contar con indicadores ambientales en Centroamérica.

Gálvez propuso crear una agencia trinacional entre México, Estados Unidos y Canadá para hacer frente a los incendios forestales. En materia de agua, dijo que su gobierno dotaría de recursos financieros a la comisión nacional del agua y trataría el 100% de las aguas residuales para 2040.

Máynez planea duplicar el presupuesto para infraestructura hídrica, incluidas presas, acueductos y reparación de fugas. Propone nuevas condiciones para las empresas que se instalen en el país, ya que actualmente la mayor parte del agua está concesionada a grandes compañías.

Guzmán dice a Carbon Brief que, en lo que se refiere a políticas climáticas, las mayores lagunas en las propuestas de los candidatos están en la adaptación y el financiamiento. Ella critica a los candidatos por no ver el cambio climático como un tema transversal y por no etiquetar fondos o reformas fiscales para abordar el asunto.

La biodiversidad, las pérdidas y daños y el Acuerdo de Escazú –un acuerdo ratificado por 16 países de América Latina y el Caribe para proteger a los defensores ambientales– también están ausentes, según Anaid Velasco, directora de país de GFLAC México y miembro de México resiliente.

Ella dice a Carbon Brief que la biodiversidad es “crucial”, ya que el Marco Global de Biodiversidad de Kunming-Montreal ordena a los países presentar sus estrategias nacionales de biodiversidad (NBSAPs, en inglés) este año. México “debería estar trabajando en ello”, afirma.

The post Elección de México 2024: qué dicen las plataformas electorales sobre energía y cambio climático appeared first on Carbon Brief.

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The UN climate process was built for negotiation – now it must support implementation

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By Paul Watkinson, Stefan Ruchti-Crowley, Anju Sharma, Ovais Sarmad and Benito Müller.

In the corridors of the World Conference Centre in Bonn, where the June Climate Meetings (SB64) will conclude on Thursday, the need for change is palpable.

Delegates are grappling once again with overcrowded agendas, growing demands on limited negotiating time, external geopolitical pressures that reverberate internally to test the limits of a consensus-based process, and concerns over its future financial sustainability.

Bonn Bulletin: Finance row threatens to scupper work on adaptation goal

There is growing frustration with a process that consumes vast amounts of time to produce outcomes that are often too incremental to match the accelerating reality of the climate crisis.

The climate regime has delivered. But it is in danger of not delivering enough.

More effective multilateralism

There is no denying the successes of the UN climate process. Over three decades, the UN Framework Convention on Climate Change (UNFCCC), the Kyoto Protocol and the Paris Agreement established a universal framework for climate action, created transparency and accountability mechanisms, and sent powerful signals to governments, businesses and investors.

Thanks in large part to this framework, the world is no longer on a trajectory of more than 4°C of warming, clean technology costs have fallen dramatically, and participation in the global climate effort remains nearly universal.

Yet, global temperatures continue to break records. Climate impacts are intensifying across every region. The world remains far off track to achieve the goals of the Paris Agreement. As warming approaches – and may exceed – 1.5°C, every additional fraction of a degree brings greater losses of lives, livelihoods and ecosystems, with the greatest burdens falling on the most vulnerable countries and communities.

    We remain convinced that the answer to the climate crisis is not less multilateralism, but more effective multilateralism.

    The hard truth is that the UNFCCC remains largely organised around the logic of treaty-making, while the central challenge of climate action has shifted to implementation. A process designed to negotiate agreements and deliver decision text as the outcome is now required to support implementation on the ground—and it is struggling.

    There is a structural mismatch between what the climate process was designed to do, and what it needs to do now.

    Consultations on reforms

    Discussions on the urgency of reform are widespread and no longer confined to the margins. Formally, the Arrangements for Intergovernmental Meetings (AIM) process is exploring ways of improving the efficiency and effectiveness of the process.

    The UNFCCC Executive Secretary has also convened a High-Level Informal Consultative Roundtable for strategic reflection on how to strengthen the complementarity between the intergovernmental process and action in the real economy.

    Defending multilateralism today requires adapting it.

    The good news is that meaningful reform does not require reopening treaties, renegotiating the Paris Agreement, or indeed even resolving long-standing differences on the Rules of Procedure to change the consensus rule. Stefan Ruchti-Crowley and Paul Watkinson’s recent paper for ecbi (European Capacity Building Initiative), Quo Vadis COP? Reforming UNFCCC Sessions to Improve Negotiations and Support Implementation, outlines a practical toolbox of four reforms that can be pursued within the existing institutional framework.

    First, the process must improve its agendas.

    The formal process is burdened by crowded agendas and overlapping workstreams. Consolidating agenda items under broader thematic pillars (such as mitigation, adaptation, finance and transparency); developing good practices for agenda adoption; removing legacy “ghost” items; and concluding outstanding business on the Kyoto Protocol will create more space for substantive discussions and implementation.

    Second, the process must organise its work more strategically.

    The climate process currently attempts to address nearly every issue at every session. A more strategic approach would use thematic multi-year programmes of work; better align review cycles and timelines; improve coherence across the many bodies and processes that have accumulated over time, often to the extent that even insiders have lost oversight; and also make better use of inter-sessional and pre-sessional meetings.

    Third, the process must focus more deliberately on implementation.

    Critically, not every challenge requires a negotiated outcome. Negotiations should focus on issues that genuinely require collective decision-making. Other discussions should prioritise learning, cooperation and practical problem-solving.

    Existing formats such as Talanoa Dialogues, roundtables and other facilitative approaches should be expanded. Likewise, the Enhanced Transparency Framework should become a stronger mechanism for mutual learning and accountability rather than a largely procedural reporting and “box-ticking” exercise.

    Fourth, the process must make structural changes and broaden participation.

    National delegations should include a broader range of practitioners and policymakers, including a Head of Implementation. The process should strengthen engagement with sectoral ministers, investors, technology providers, scientists, local authorities and non-Party stakeholders.

    Stronger links are necessary between science policy and implementation, and with international institutions that shape the enabling conditions for climate action, particularly finance and development. Platforms to address systemic barriers along with AI-enabled learning by doing will equally support strengthened action.

    Delivering commitments with limited resources

    The case for reform is becoming even stronger as financial pressures intensify.

    Improving efficiency is not simply desirable; it has become unavoidable. The UNFCCC faces growing budgetary constraints arising from delayed contributions, uncertainty surrounding major donors, and broader reductions across the UN system.

    A process that is better organised, more implementation-focused and less encumbered by procedural overload will be far better equipped to navigate a future of tighter resources.

    Leadership will be crucial.

    Panama environment minister backs calls for reform of UN climate process

    COP presidencies have an important role to play, as do the Chairs of the Subsidiary Bodies. The UNFCCC Executive Secretary and Secretariat must take a bold approach to work in coordination with the COP Bureau to implement urgent changes.

    Careful diplomacy will, of course, be essential. Parties must be reassured that reform is intended to strengthen the effectiveness of the regime, not weaken its governance. The objective is not to replace mandates, but to ensure that mandates can be fulfilled more effectively. It is to ensure that negotiation is used where negotiation is needed, while other forms of cooperation are used where they can deliver better results.

    The UNFCCC remains the cornerstone of international climate cooperation. No other forum combines its legitimacy, universality and legal authority. But the multilateral climate process must evolve from a system primarily designed to negotiate commitments into one that is equally capable of supporting their delivery.

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    The vote that stopped a data center: US communities query resource-hungry AI

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    On quiet streets across the Californian city of Monterey Park, green-and-white “YES on Measure NDC” signs stood on front-yard lawns as volunteers walked door-to-door, drumming up support among residents to vote in favor of a ban on new data centers in their area.

    They clarified the ballot wording in English, Spanish and Chinese, while distributing multilingual flyers warning about the rise in electricity demand, industrial infrastructure and environmental impacts associated with AI-related data center development.

    Less than a month later, on June 2, Monterey Park voters overwhelmingly approved the ban in the San Gabriel Valley east of Los Angeles, with 86.4% voting in favor and 13.6% opposed, according to county election results.

    Social opposition to data centers is on the rise, especially in the US, as artificial intelligence (AI) and the technology hubs needed to support it stoke competition for electricity, water and land in communities where they are based. Industry advocates say data centers bring economic benefits and do not always result in higher power prices for households.

    A front-yard sign encourages Monterey Park residents to vote “YES on Measure NDC” (No Data Centers) in the San Gabriel Valley, LA County on May 9, 2026 (Photo: Kristen Mayol)

    A front-yard sign encourages Monterey Park residents to vote “YES on Measure NDC” (No Data Centers) in the San Gabriel Valley, LA County on May 9, 2026 (Photo: Kristen Mayol)

    The result in Monterey Park made it the first city in the United States to enact a citywide prohibition on data centers through a voter-approved ballot measure.

    “This week our city has been celebrating the landslide results from Measure NDC,” Monterey Park Mayor Elizabeth Yang said in a phone interview.

    On social media, Yang described the city’s response as the result of sustained resident organizing and civic engagement. “We want to fulfill our duty of listening to residents,” Yang told Climate Home News.

    A community campaign takes shape

    The vote came after months of public testimony, neighborhood outreach and organizing surrounding a proposed data center project on Saturn Street in Monterey Park. Here, developers planned to replace an existing commercial office building with a nearly 50-megawatt data center intended to serve growing demand for AI computing.

    Supporters of Measure NDC (Measure No Data Centers) argued that keeping this, and other such centers, out of their community would help protect air quality, drinking water resources, public health and local infrastructure.

    According to CoStar News, a real estate information platform, the backers of the Saturn Street project – Digico Infrastructure REIT and HMC Capital’s StratCap – had already withdrawn their planning application on April 3 amid growing local opposition and regulatory uncertainty, including the city’s decision to place a data center ban before voters.

    Subsequently, on April 20, the Monterey Park City Council adopted an ordinance prohibiting all data centers within the city limits.

    Explainer: Will AI data centres make or break the energy transition?

    Company representatives later said they would explore future “productive land uses … supported by the broader community”. Potential alternatives discussed publicly have included housing, although no formal proposal has been submitted.

    Reuters reported in May that DigiCo Infrastructure, an Australian company, was exploring “monetisation options” for its two Los Angeles sites after rowing back on the Monterey Park proposal. DigiCo is also selling its Chicago data center for $750 million to pay down debt and fund the development of another site in Sydney.

    DigiCo and HMC Capital did not respond to requests for comment for this article.

    Potential local benefits of data centers

    Industry lobby groups argue that data centers can provide economic benefits to host communities. According to the US-based Data Center Coalition, which represents major operators and developers, data centers generate tax revenue, support construction and technical jobs, and provide infrastructure needed for cloud computing, scientific research and AI development.

    The industry has also challenged claims that data centers necessarily raise electricity costs for households. A recent report by energy consulting firm Energy + Environmental Economics (E3), commissioned by the coalition, found no historical evidence that data centers had driven up residential electricity rates under existing utility pricing structures. It argued that factors including inflation, grid modernization costs, natural gas price volatility and investments in wildfire resilience have played a bigger role in rising electricity bills.

    According to E3, large users can, under certain regulatory frameworks, reduce prices for other customers by contributing more revenue to utilities than they cost to serve. In a previous analysis of Amazon data centers, the consultancy found that payments from the facilities exceeded the incremental costs incurred by utilities. The report also noted that regulators across the US have increasingly adopted specialized pricing structures as data center demand has expanded.

    An aerial photo shows the Alibaba Zhejiang Cloud Computing Renhe Data Center in Hangzhou, China, on April 11, 2024. (Photo by Costfoto/NurPhoto)

    An aerial photo shows the Alibaba Zhejiang Cloud Computing Renhe Data Center in Hangzhou, China, on April 11, 2024. (Photo by Costfoto/NurPhoto)

    Hefty carbon, water and land footprints

    The concerns raised in Monterey Park mirror debates over the environmental and infrastructure demands of AI being heard in many countries around the world, from Europe to North America and Asia.

    This month, a UN report estimated that the data centers required for AI globally could consume 945 terawatt-hours of electricity annually by 2030 – roughly twice France’s 2025 power consumption.

    This, it calculated, would have a carbon footprint needing some 6.7 billion trees grown over 10 years to offset, a water footprint equal to the annual domestic needs of 1.3 billion people in Sub-Saharan Africa, and a land footprint of more than 14,500 square kilometers, roughly twice the Jakarta metropolitan area. 

    In a 2026 report, Key Questions on Energy and AI, the International Energy Agency (IEA) found that electricity consumption from AI-focused data centers grew by approximately 50% in 2025 alone.

    It warned that “social acceptability is also a growing issue, as communities push back against data center projects”, citing concerns about environmental sustainability, electricity affordability, infrastructure strain and democratic participation in land-use decisions.

    Global data center electricity consumption by sensitivity case, 2020-2035

    Left axis shows terawatt hours. (IEA: Licence CC BY 4.0)

    Left axis shows terawatt hours. (IEA: Licence CC BY 4.0)

    AI-focused facilities consume substantially more electricity than traditional data centers and often require extensive supporting infrastructure, including cooling systems, industrial electrical equipment, backup generators running on diesel and large-scale energy storage systems.

    The IEA also noted that operators are increasingly exploring onsite natural gas generation and battery infrastructure to maintain electrical reliability as AI workloads intensify.

    Local concern over industrial infrastructure

    Samuel Brown Vazquez, an East San Gabriel Valley community organizer, said doubts about the proposed data center in Monterey Park were informed by broader debates over industrial development in the area.

    Brown cited community opposition to proposals that could bring battery energy storage facilities – and potentially data centers – to the former Puente Hills Mall site  in the City of Industry, where residents have raised concerns about pollution, fire risks, and the impacts of new industrial infrastructure on nearby residential neighborhoods and schools.

    Many viewed the campaign as part of a larger conversation about how communities should respond to the rapid expansion of AI-related infrastructure across Southern California.

    Power-hungry AI data centres seen driving demand for fossil fuels

    According to nonprofit Data Center Watch, around $64 billion-worth of data center projects nationwide were delayed or blocked between May 2024 and March 2025 amid increasing local opposition.

    Mayor Yang wants Monterey Park’s experience to encourage other communities to take a more active role in decisions about AI-related infrastructure. “We’re hoping other cities can follow similarly in banning data centers with proposed ballot measures,” she said, adding that whether such efforts succeed elsewhere will depend in part on how local officials respond to residents’ concerns.

    Materials for the “Yes on Measure NDC” campaign, May, 2026 (Photos: Kristen Mayol)

    Materials for the “Yes on Measure NDC” campaign, May, 2026 (Photos: Kristen Mayol)

    The new UN report this month called on governments and companies to address AI’s environmental impacts proactively to ensure that the technology develops sustainably and its benefits are shared fairly.

    Kaveh Madani, director of the United Nations University Institute for Water, Environment and Health, who led the investigation team for the report, said AI “is a technological transformation that is improving the lives of billions of people around the world”. But, he added, it must be used “responsibly”.   

    “We have a narrow window to ensure that the backbone of the technological revolution of our era develops within planetary limits, and that the communities who provide the critical minerals for advancing AI and the ones that host its infrastructure and e-waste are also among those who benefit from it,” he said.

    This story was developed, reported and produced under the Covering Climate Now (CCNow) Climate Journalism Student Mentorship, which connects USC student journalists with professional newsrooms in CCNow’s global network. Participants receive training, editorial mentorship, and the opportunity to report and publish original climate stories with partner outlets while being paid professional freelance rates.

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    Warning against ‘consumer club’ as G7 forms critical minerals alliance

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    Wealthy nations in the G7 have agreed to work more closely together to secure the minerals they need for the energy transition, AI and defence, and to diversify supply chains away from China, calling for more cooperation with “like-minded partners”.

    But the agreement adopted at this week’s G7 leaders’ summit in France is vague on what co-operation with resource-rich developing countries could look like, with critics warning against creating a consumer club of powerful nations that excludes others from shaping standards and building green supply chains.

    “The G7 communiqué reaffirms our suspicion that, for the G7, it is all about resource security, not just energy transition,” Claude Kabemba, executive director of Southern Africa Resource Watch, told Climate Home News.

      In a joint communique, the leaders of some of the world’s largest economies said they would step up coordination within the group and with partner countries to establish mineral processing and industrial capacity, support local value addition, promote innovation, develop standards, improve mineral traceability and share information on stockpiling systems.

      They agreed to create a joint crisis-prevention mechanism with the support of the International Energy Agency to monitor mineral supply and demand disruptions, as well as establish harmonised platforms to provide information about the origin of minerals, starting with lithium and nickel.

      The statement was endorsed by France, the UK, Canada, Germany, Italy, Japan, the US and the European Union at the end of the three-day summit in Evian, on the French shores of Lake Geneva. Australia, which isn’t a G7 member, also supported the declaration.

      Breaking dependency on China

      Western governments have been scrambling to secure the minerals they need to produce clean energy technologies such as batteries, electric vehicles and wind turbines, as well as hardware for artificial intelligence and military equipment while breaking their dependence on China.

      China controls most supply chains for the strategic minerals they need, dominating the processing of 19 out of 20 critical minerals. The only exception is nickel, where Indonesia leads on supply and processing. Last year, Beijing spooked governments in Europe and the US when it imposed restrictions on rare earths exports, signalling its willingness to use its industrial clout to achieve its geopolitical objectives.

      “We are all faced with risks of over-dependence and therefore vulnerability in our value chains,” French President Emmanuel Macron told a press conference, citing the “risks of divisions” among the group on how to respond to China’s control over strategic resources. “We have decided to move forward together,” he said.

      Leaders agreed to aggregate demand to support the development of minerals projects and set targets for reducing dependencies on any single country outside the G7 by the end of the year.

      A US proposal to regulate mineral prices and a French push to establish a permanent secretariat to track G7 initiatives on minerals failed to reach consensus among the group, according to Reuters.

      Who has a seat at the table?

      The declaration recognises the need for “mutually beneficial partnerships” and “plurilateral trade agreements” between G7 countries and “like-minded” and “trusted” partners to build diversified supply chains. Other parts of the text refer to “developing countries” and “emerging economies”.

      A separate G7 statement on “mutually beneficial international partnerships” mentions the need for international cooperation along the whole of mineral supply chains.

      “Who is going to be part of this conversation is unclear,” said Sébastien Treyer, executive director of France think-tank IDDRI, citing the ambiguity of the language and calling for developing countries to be part of the conversation.

      Trade agreements that support green industrialisation can be “an entry point” for investment into value-addition projects in developing countries, said Treyer, but “how this is going to be operationalised is the key question”.

      Moving beyond a ‘consumer club’

      Resource-rich developing countries, particularly in Africa, have called for investment to build their industrial capacity to turn raw materials into high-value components for clean energy technologies such as batteries, capturing more domestic value and creating jobs.

      But Kabemba, whose organisation is based in South Africa, said the declaration says “nothing about transferring industrial capacity to previously exploited regions such Africa”.

      “Africa needs to react with its own coalition of the willing to put Africa’s interests first, otherwise, Africa risks being locked into a role as a raw material supplier in a new economic order it is not helping to build,” he said.

        Patrick Schröder, a resource governance expert at Chatham House, agreed that the G7 remains overwhelmingly focused on securing minerals supplies and reducing its dependence on China. “The benefits for developing country producers are only marginal in the G7 discussions,” he said.

        Brazil, which is rich in rare earths, graphite and copper, was invited to attend the G7 meeting but did not endorse the minerals declaration – highlighting the need for future minerals framework to be more inclusive and responsive to producer-country concerns, said Schröder.

        For Luc Tezenas, head of policy and advocacy at the Resource Justice Network, “the answer to rising geopolitical fragmentation cannot be to shrink multilateralism into a smaller club of ‘like-minded’ consumer economies”.

        Instead, a non-binding minerals framework put forward by South Africa during its presidency of the G20 last year “shows more promise as a pathway forward because it attempts to link supply resilience with regional value chains and economic justice,” he said. The UK, which is presiding over the G20 next year, has the opportunity to build a more inclusive way forward, he added.

        Circularity: another way to capture value

        G7 nations also described the circular economy and the substitution of minerals in designing technologies as “key” to meet growing demand and secure sufficient supplies.

        This, they said, includes increasing recycling capacity by setting targets, combatting the illegal transfer of used products and components, and promoting the recovery of minerals from secondary sources such as mining waste.

        “We also recognise the opportunity for emerging market and developing economies to benefit from capturing added value through the recycling and secondary processing of their mining waste, as well as from circular economy innovations,” they said.

        Schröder, of Chatham House, said the challenge now lies in demonstrating that intentions can be turned into creating a circular economy for minerals through investments, business support and a favourable policy environment.

        The post Warning against ‘consumer club’ as G7 forms critical minerals alliance appeared first on Climate Home News.

        Warning against ‘consumer club’ as G7 forms critical minerals alliance

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