Human-caused emissions of aerosols – tiny, light‑scattering particles produced mainly by burning fossil fuels – have long acted as an invisible brake on global warming.
This is largely because they absorb or reflect incoming sunlight and influence the formation and brightness of clouds.
These combined effects act to lower regional and global temperatures.
Aerosols also have a substantial impact on human health, with poor outdoor air quality from particulate matter contributing to millions of premature deaths per year.
Efforts to improve air quality around the world in recent decades have reduced aerosol emissions, bringing widespread benefits for health.
However, while cutting aerosols clears the air, it also unmasks the warming caused by carbon dioxide (CO2) and other greenhouse gases (GHGs).
In this explainer, Carbon Brief unpacks the climate effects of aerosols, how their emissions have changed over time and how they could impact the pace of future warming.
Key points include:
- Clean air rules are driving a rapid decline in sulphur emissions around the world. Global sulphur dioxide (SO2) emissions have fallen by around 40% since the mid‑2000s.
- There is around half a degree of warming today that is “hidden” by aerosols. Without the cooling from sulphate and other aerosols, today’s global temperature would already be close to 2C above pre‑industrial levels, rather than the approximately 1.4C the world is currently experiencing.
- Chinese SO2 emissions have fallen by more than 70% between 2006 and 2017 as the national government has brought in a series of air-pollution measures. These declines have added around 0.06C to global warming since 2006.
- Shipping’s low‑sulphur fuel rules have added to recent warming. The International Maritime Organization’s (IMO’s) 2020 cap on marine‑fuel sulphur has already warmed the planet by an estimated 0.04C, albeit with a wide range of estimates across published studies.
- Roughly one‑quarter of the increase in global temperature over the past two decades stems from this unmasking of human-caused heat. Altogether, recent aerosol cuts may have contributed ~0.14C of the ~0.5C of warming the world has experienced since 2007.
- By unmasking warming from CO2 and other GHGs, aerosols have flipped from reducing the rate of decadal warming (as emissions increased) to increasing the rate of warming (as emissions decreased) after 2005.
- Sulphate and other aerosols are a major component of PM2.5 air pollution, which has been linked to millions of premature deaths each year.
- Most future‑emissions pathways project continued aerosol declines. Unless methane and other short-lived GHGs fall at the same time, the rate of warming could accelerate in the coming decades even if CO2 emissions plateau.
Aerosol emissions
The term “aerosols” can be a source of confusion as it often evokes images of spray cans and concerns over depletion of the ozone layer. However, aerosols are a broad category that refer to solid or liquid particles that are fine enough to remain suspended in the atmosphere for extended periods of time.
The major climate-relevant aerosols include SO2, nitrate (NO3), ammonia (NH4), mineral dust, sea spray and carbonaceous aerosols, such as black carbon and organic aerosols.
They vary in size – from nanometres to tens of micrometres – and generally have a short residence time in the lower atmosphere, lasting days to weeks before drifting back to the surface or being washed out in rain.
This means that unlike long-lived GHGs, such as CO2 or nitrous oxide (N2O), aerosols only continue to impact the climate while they are being released. If emissions stop, their climate impacts quickly dissipate.
Aerosols affect the climate by absorbing or reflecting incoming sunlight, or by influencing the formation and brightness of clouds. Most aerosols have a cooling impact because they scatter sunlight away from the Earth and back to space. However, others, including black carbon, cause warming by absorbing incoming sunlight and heating the lower atmosphere.
The figure below shows climate model output looking at the global temperature impact of each different driver of climate change (referred to as “climate forcings” or “radiative forcings”) individually. It includes GHGs, aerosols and other human-caused drivers (such as land albedo changes or tropospheric ozone), as well as natural factors (such as volcanoes and variations in solar output).
Lines above zero show forcings that have an overall warming impact, while those below zero have a cooling effect.
Global average surface temperature changes between 1850 and 2024 caused by each category of climate forcing. Calculated based on the FaIR climate model by comparing all-forcing model simulations to those with an individual forcing removed, following an approach developed by Dr Chris Smith. Observed surface temperatures (using the WMO average of six groups) are shown by the dashed black line.
The warming associated with GHG emissions and cooling associated with aerosol emissions are the largest factors driving the global temperature changes, particularly over the past 70 years.
In the absence of aerosol emissions, the best estimate of current warming would be approximately 0.5C higher, with the world approaching 2C rather than the 1.4C that the world is experiencing today.
Cooling from aerosols has likely masked a substantial portion of the warming that the world would otherwise have experienced.
Different aerosols and their climate effects
There are a number of different types of aerosols, whose climate impacts vary based on both the properties of the particles and the magnitude of human emissions. Of these, SO2 – often referred to as just “sulphur” – has the largest climate impact and is responsible for the bulk of aerosol masking (around -0.5C) that is occurring today.
Black carbon has a modest warming effect on the climate globally (~0.1C), but a much larger impact on Arctic temperatures where it can darken snow and ice, increasing the sunlight they absorb from the sun.
Organic carbon emissions have a modest cooling effect (around -0.1C), while emissions of ammonia and nitrate have an even-smaller cooling effect (around -0.02C). Others, such as dust and sea salt, are primarily natural and changes have had negligible effects on global temperatures.
The table below, adapted from the IPCC AR6 climate science report, provides details on the major aerosols, including their primary sources, effective radiative forcing and temperature impacts over the 1750-2019 period.
| Aerosol type | Primary sources | Effective radiative forcing in watts per metre squared (w/m2), 1750-2019 | Temperature impact, 1750-2019 |
|---|---|---|---|
| Sulphur / Sulphate (SO4) | Fossil fuel and biomass SO2 | -0.9 (-1.6 to -0.3) | Strong cooling with -0.5C (-0.1C to -0.9C) of offset warming globally. Dominant aerosol cooling component. |
| Black carbon (BC) | Incomplete combustion (diesel, coal, biomass) | 0.1 (-0.2 to 0.4) | Warming of 0.1C globally (-0.1C to 0.3C). Offsets some cooling; major regional Arctic impact. |
| Organic carbon (OC) | Biomass burning, biofuel and volatile organic compounds (VOCs) | -0.2 (-0.4 to 0.0) | Cooling of -0.1C globally (-0.2C to 0C). |
| Nitrate (NO3) and ammonia (NH3) | Nitrous oxide (NOX) from vehicles and industry and ammonia (NH3) from agriculture | -0.03 (-0.07 to 0.00) | Small global cooling effect of -0.02C (-0.05C to 0.01C). Regionally important where ammonia is abundant. |
| Dust (mineral) | Natural (deserts); some land-use change | ~0 (uncertain, ±0.1) | Small globally with an uncertain sign, but potentially larger regional effects. Anthropogenic fraction of dust forcing is small. |
| Sea salt | Ocean spray (natural) | 0 (natural baseline) | No trend or forcing attributable to human activity. |
Aerosol cooling was relatively modest until around 1950, after which SO2 emissions substantially increased worldwide, driven by a rapid increase in coal combustion and industrial activity.
The cooling effect of aerosols peaked around the year 2000 and has been declining over the past two decades. The figure below highlights the impact of aerosols on global temperature change over time.
Global average surface temperature changes over 1850-2024 caused by aerosols, based on the FaIR climate model.
However, the cooling effects of aerosols remain uncertain due both to their regional nature and the complex nature of interactions between aerosols and clouds.
There is also a relationship between aerosol forcing and climate sensitivity, which is a measure of how much warming is expected from a doubling of atmospheric CO2. In general, climate models with a higher sensitivity tend to have higher aerosol cooling that counterbalances the larger GHG-driven warming. The reduction of uncertainty in aerosol cooling – particularly the effects of aerosols on cloud formation – is a major focus of scientists in their attempts to reduce the uncertainty in climate sensitivity estimates.
The climate impacts of aerosols are broadly divided into two groups, shown in the chart below. The first is a direct effect (blue line), where they scatter and absorb incoming radiation from the sun, preventing it reaching the Earth’s surface. The second is an indirect effect (dark blue line) on cloud formation, where aerosols serve as “condensation nuclei” around which clouds form.
For example, aerosols can enhance the coverage, reflectance and lifetime of low-level clouds, causing a strong cooling effect.
Global average surface temperature changes between 1850 and 2024 caused by direct and indirect aerosol effects, based on the FaIR climate model.
Of the two, direct aerosol effects generally have the smaller effect, with less uncertainty around their impact. They cool the planet by around -0.13C (-0.31C to 0C) today.
Indirect aerosol effects have a larger magnitude and uncertainty, with a -0.42C (-1C to -0.11) cooling impact globally today.
The recent sixth assessment report (AR6) report from the Intergovernmental Panel on Climate Change (IPCC) increased the estimated magnitude of indirect aerosol forcing, compared to the fifth assessment report (AR5). This increase was based on an improved understanding and modelling of aerosol-cloud adjustments.
While global average temperature is the focus here, it is important to note that – unlike CO2 and other GHGs – aerosols in the lower atmosphere are not “well mixed”. That is, they are not spread evenly through the atmosphere.
Rather, their short lifetime results in strong regional variation in aerosol concentrations and associated climate effects, which can have a large impact on local temperature and rainfall extremes. Regions such as east or south-east Asia, which have high sulphur emissions, have experienced larger aerosol cooling than regions with lower emissions.
The one exception is when aerosols are injected higher up in the atmosphere in the stratosphere. There, they tend to have a much longer lifetime – measured in years rather than days – and are much more well-mixed.
(Today, meaningful increases in stratospheric aerosols only occur as a result of particularly explosive eruptions of sulphur-rich volcanoes, which cool the Earth for a few years after a major eruption. However, intentionally introducing sulphate aerosols into the stratosphere has been proposed as a potential “geoengineering” strategy to temporarily mask the effects of warming. These ideas have been controversial in the scientific community.)
Aerosol emissions have a huge impact on public health. The substances are generally considered to be conventional air pollutants and are precursors of fine particulate matter air pollution (PM2.5).
Outdoor air pollution associated with sulphur and other aerosol emissions contributes to millions of premature deaths annually. As a result, much of the impetus to rapidly cut aerosols arises from public health concerns. Despite the contribution to more rapid warming, a reduction in aerosols represents a massive improvement in health and welfare for people worldwide.
Rapid declines in global sulphur emissions
Global emissions of the most climatically important aerosol – SO2 – have declined precipitously since peaking around 50 years ago.
SO2 cuts were initially driven by clean air regulations adopted by the US, UK and EU in the 1970s and 1980s in response to the growing effects of SO2 on both air pollution and acid rain.
As the figure below illustrates, SO2 emissions across the US, UK and EU have subsequently fallen from 68m tonnes per year in 1973 to just 3.3m tonnes per year today.
Annual SO2 emissions by country and by international shipping and aviation, 1850-2022. Data from the Community Earth atmospheric Data System (CEDS).
In the first decade of the 21st century, SO2 cuts in the UK, US and EU were counterbalanced by growing SO2 emissions in China, driven by a rapid expansion of coal use and industrial activity.
Between 2000 and 2007, global SO2 emissions saw a renewed increase, as China’s SO2 emissions reached 38m tonnes per year by 2006.
However, following an international and domestic focus on air pollution in the aftermath of the 2008 Beijing Olympics, China embarked on an ambitious programme to clean up air pollution. The nation has since cut its SO2 emissions by more than 70% to around 10m tonnes of SO2 today.
Meanwhile, SO2 emissions from global shipping recently dropped by around 65%, after the IMO instituted regulations requiring the use of low-sulphur marine fuels from 2020.
Many other countries have also broadly seen aerosol declines since 1990, although there are exceptions. For example, India’s expansion of coal generation has driven increasing SO2 emissions.
Annual SO2 emissions from China, international shipping and the rest of the world. Data from the Community Earth atmospheric Data System (CEDS).
While global SO2 emissions started decreasing in the 1980s, these declines were relatively modest until around 2008, after which they have dropped precipitously.
Global SO2 emissions today are 48% lower than they were in 1979 and 40% lower than in 2006.
It is this recent rapid decline in global SO2 emissions that has driven the reduction in overall global aerosol cooling – and a subsequent decline in the associated masking of GHG warming – discussed earlier.
Effects of low-sulphur shipping fuel
The climate effects of the IMO’s 2020 phase-out of most of the sulphur content in shipping fuel has received a lot of attention over the past two years (see Carbon Brief’s earlier coverage of the topic).
This has been explored by researchers as a potential explanation for the record levels of warming the world has experienced in recent years.
Determining the climate effects of low-sulphur shipping fuel is less straightforward than simply assessing the reduction in global SO2 emissions.
The impact of additional SO2 emissions on cloud formation diminishes as emissions increase, meaning that reductions in SO2 over areas with low background sulphate concentrations, such as the ocean, could result in a proportionately larger warming effect than in highly polluted areas, such as south Asia.
This is somewhat countered by the concentration of shipping in specific “lanes” and by natural emissions of dimethyl sulphide produced by algae that are not present on land. Assessing the radiative forcing impact of the IMO’s 2020 regulations in greater detail requires the use of sophisticated climate models that can simulate these regional effects.
Carbon Brief conducted a survey of the literature on the climate impacts of the 2020 low-sulphur marine fuel regulations. Of eight studies published in peer-reviewed journals over the past two years, shown in the chart below, most determined a radiative forcing change of around 0.11 to 0.14 watts per meter squared (w/m2).
One estimate from Skeie et al. (2024) was a bit lower at around 0.08 w/m2 and another from Hansen et al. (2025) was substantially higher than all the others at 0.5 w/m2.
Estimates of global average radiative forcing changes from the IMO 2020 regulations published in the last two years. See the Methodology section for links to individual studies.
To account for these differing studies, Carbon Brief used the FaIR climate model emulator to simulate the effects of the radiative forcing estimated in each study on global average surface temperatures between 2020 and 2030. This includes 841 different simulations for each study to account for uncertainties in the climate response to aerosol forcing. (See: Methodology for further details.)
These estimates were then all combined to provide a central estimate (50th percentile) that gives each study equal weight, as well as a 5th to 95th percentile range across all the simulations for each different forcing estimate, as shown in the figure below.
Range (5th to 95th percentile) and central estimate (50th percentile) of simulated global average surface temperature responses to the IMO 2020 regulations across the radiative forcing estimates in the literature. Analysis by Carbon Brief using the FaIR model.
Overall, this approach provides a best estimate of 0.04C (0.02C to 0.16C) additional warming from the IMO’s 2020 regulations as of 2025, increasing to 0.05C (0.03C to 0.2C) by 2030.
These large uncertainty ranges are due to the inclusion of the Hansen et al. (2025) estimate, which represents something of an outlier relative to other published studies. Note that the warming of the climate system associated with the IMO 2020 regulations increases over time in the plot due to the ocean’s slow rate of warming buffering the climate response to forcing changes.
Declines in Chinese SO2 are unmasking warming
China’s reduction of SO2 emissions by more than 70% since 2007 represents a remarkable public health success story. It is estimated to have prevented hundreds of thousands of premature deaths from air pollution annually.
These rapid emissions cuts by China represent more than half the reduction in global SO2 emissions since 2007. They have been a major contributor to global temperature increases over the past two decades.
To determine the impact of Chinese SO2 reductions on global average surface temperatures, Carbon Brief used Chinese SO2 emissions data from the Community Emissions Data System (CEDS) combined with the FaIR climate model emulator.
The figure below shows the central estimate and 5th to 95th percentile across 841 different FaIR model simulations to account for uncertainties in the climate response to SO2 emissions.
Range (5th to 95th percentile) and median (50th percentile) of simulated global mean surface temperature responses to declines in Chinese SO2 emissions. Analysis by Carbon Brief using the FaIR model.
The figure above shows that Chinese SO2 declines were likely responsible for a global temperature increase of around 0.06C (0.02C to 0.13C) between 2007 and 2025, increasing to 0.7C (0.02C to 0.14C) by 2030.
Much of this increase occurred between 2007 and 2020, with a more modest contribution of Chinese aerosol changes to warming in recent years.
These results are nearly identical to those found in a study currently undergoing peer review by Dr Bjørn Samset and colleagues at CICERO, which finds a best estimate of 0.07C (0.02C to 0.12C) using a large set of simulations from eight different Earth system models.
This suggests that Chinese SO2 reductions are responsible for approximately 12% of the around 0.5C warming the world experienced between 2007 and 2024.
What aerosol cuts mean for current and future warming
It is clear that rapid reductions in global SO2 emissions have had a major impact on the global climate.
The combination of declines in emissions since 2007 in China and the rest of the world, along with declines in SO2 from shipping after 2020, have collectively unmasked a substantial amount of warming driven by GHGs.
While the reduction in SO2 emissions in other countries has been proportionately smaller than that seen in China, collectively it adds up to 0.03C (0.01C to 0.07C) of warming in 2025.
The figure below provides a best-estimate of all three factors: declines in SO2 emissions in shipping, China and the rest of the world.
Combined central (50th percentile) estimates of modeled global average surface temperature changes from IMO 2020, Chinese SO2 and rest-of-world SO2 declines between 2005 and 2030. Analysis by Carbon Brief using the FaIR model.
Taken together, these declines in SO2 emissions may represent around 0.14C additional warming today, or more than a quarter of the approximately 0.5C warming the world has experienced between 2007 and 2024.
However, the uncertainty in the climate response to changes in aerosol emissions remains large, particularly for changes in shipping emissions, so it is hard to rule out either a much smaller or much larger effect.
These results are in line with other recent analyses showing that changes in aerosol emissions are contributing to an increase in the rate of human-caused global warming in recent years.
The figure below uses a similar FaIR-based climate modeling approach to assess how different factors contributing to human-caused warming have changed over time.
Drivers of decadal warming rates between 1970-1979 and 2015-2024, excluding natural factors like volcanoes and solar cycle variation. From an analysis using the FaIR model at The Climate Brink, adapted from earlier work by Dr Chris Smith.
This shows that the rate of human-caused warming remained relatively flat at around 0.18C per decade from 1980 to 2005, before accelerating to around 0.27C over the past decade.
The primary driver of this recent acceleration in warming has been declining aerosol emissions.
Aerosols have flipped from reducing the rate of decadal warming (as emissions increased) to increasing the rate of warming (as emissions decreased) after 2005 by unmasking warming from CO2 and other GHGs.
The rate of warming from CO2 has increased over time as emissions have increased, though it has plateaued over the past decade as increases in global emissions have slowed.
However, the rate of warming from all GHG emissions – CO2, methane and others – has been relatively consistent since 1970. This is primarily due to the declining contribution of other GHGs to additional warming, likely associated with the phaseout of halocarbons after the Montreal Protocol.
Future declines in aerosols are expected in most of the Shared Socioeconomic Pathways (SSPs) used to simulate potential levels of future warming for the IPCC AR6 report, as shown in the figure below.
Modelled future SO2 emissions are generally dependent on broader mitigation trends – worlds with less fossil-fuel use result in less sulphur emissions – but are also highly variable across different models.
Observed SO2 emissions (black line) are broadly at the same level as (though slightly below) the SSP2-4.5 scenario (yellow line), which is the pathway that most closely matches current climate policies.
Observed SO2 emissions are also similar to those in the very-high emissions SSP5-8.5 scenario (lower grey line), while being higher than emissions in the most ambitious mitigation scenario (SSP1-1.9, green line) and below those in the SSP1-2.6 scenario (navy blue line).
Given differences across modeling groups, it is hard to infer too much about which SSP scenario is most in line with real-world SO2 emissions. However, it is worth noting that the current SSPs do not include a scenario where SO2 emissions continue to rapidly decline while emissions of CO2 and other GHGs increase.
Interestingly, the best-estimate cooling effect from sulphur dioxide is more or less counterbalanced by the warming effect of methane emissions today. As a result, scenarios where all GHG emissions are brought to zero do not result in sustained additional warming due to unmasking from declining aerosols.
However, if CO2 emissions alone were reduced to zero, while non-CO2 emissions were held constant, cutting global aerosol emissions to zero would result in between 0.2C and 1.2C of additional warming.
This means that aerosol emissions represent something of a wildcard for future warming over the 21st century. Continued rapid reductions in SO2 emissions will contribute to an acceleration in the rate of global warming in the coming years.
Methodology
Carbon Brief used the FaIR climate model to determine the effects of aerosol emissions on the climate, building on the work of Dr Chris Smith. Runs were done using the constrained ensemble approach using “fair-calibrate v1.4.”1 to be consistent with the IPCC AR6 parameter range. More details on the constrained ensemble approach can be found in Smith et al. (2024).
Figures showing the global mean surface temperature impact of different climate forcings in isolation were performed by calculating the difference between all-forcing runs and runs where a single forcing (e.g. from GHG emissions) was removed, following the approach used to generate Figure 7.8 in the IPCC AR6 climate science report.
IMO 2020 forcing estimates were taken from the following studies published in the peer-reviewed literature over the past two years:
- Yuan et al. (2024)
- Yoshika et al. (2024)
- Quaglia and Visioni (2024)
- Skeie et al. (2024)
- Gettelman et al. (2024)
- Jordan and Henry (2024)
- Watson-Parris et al. (2024)
- Hansen et al. (2025)
IMO 2020 global average surface temperature changes were calculated by running 841 different FaIR simulations for each of the different forcing estimates identified in the literature, which is the default setting for the FaiR constrained ensemble to provide a range of results consistent with the IPCC AR6 parameter range.
This produced 6,728 total simulations, from which a central (50th percentile) estimate and uncertainty range (5th to 95th percentile) were calculated.
These results were further validated by comparing them to the Earth system model-based estimates in individual studies where near-term global average surface temperature change estimates were provided (Yoshika et al. (2024); Quaglia and Visioni (2024); Gettelman et al. (2024); Jordan and Henry (2024); Watson-Parris et al. (2024); and Hansen et al. (2025).
The results of each of these studies were within the range of FaIR based estimates for the respective study’s radiative forcing – and generally quite close to FaIR’s median estimate for that study, as shown in the table below.
| Study | Carbon Brief’s Estimate (2025) | Published Estimate |
|---|---|---|
| Yoshika et al., 2024 | 0.041C (0.032C to 0.053C) | 0.04C |
| Quaglia and Visioni, 2024 | 0.044C (0.034C to 0.057C) | 0.08C (0.05C to 0.11C) |
| Gettelman et al., 2024 | 0.038C (0.029C to 0.049C) | 0.04C |
| Jordan and Henry 2024 | 0.044C (0.034C to 0.057C) | 0.046C (0.036C to 0.056C) |
| Watson-Parris et al., 2024 | 0.035C (0.027C to 0.045C) | 0.03C (-0.09C, 0.19C) |
| Hansen et al., 2025 | 0.157C (0.123C to 0.205C) | 0.2C |
It is worth noting that the uncertainties associated with converting SO2 forcing estimates to warming outcomes are generally much smaller than converting SO2 emissions into warming outcomes.
The effect of Chinese SO2 reductions were based on a comparison of two scenarios. The first is where Chinese SO2 emissions remained constant at their peak (2007) levels and did not decline. The second is where Chinese emissions followed observational estimates from CEDS between 2005 and 2022 and then remained constant at 2022 levels thereafter (which represents a conservative assumption that likely underestimates future effects of SO2 emissions declines on global temperatures given the strong downward trend). Global average surface temperature changes were calculated by running 841 different FaIR simulations in emissions mode for two scenarios and analysing the difference between the two.
The resulting estimate of 0.06C (0.02C to 0.13C) warming by 2025 was validated by comparing it to the Samset et al. (2025) preprint, which finds a nearly identical best estimate of 0.07C (0.02C to 0.12C) using a large set of simulations from eight different Earth system models.
The effects of the rest of the world’s SO2 declines were estimated using the same approach used for Chinese SO2 emissions, using CEDS emissions data. International shipping and aviation aerosols were excluded from the rest of the world estimate as to not double count IMO 2020 effects.
The post Explainer: How human-caused aerosols are ‘masking’ global warming appeared first on Carbon Brief.
Explainer: How human-caused aerosols are ‘masking’ global warming
Greenhouse Gases
DeBriefed 23 January 2026: Trump’s Davos tirade; EU wind and solar milestone; High seas hope
Welcome to Carbon Brief’s DeBriefed.
An essential guide to the week’s key developments relating to climate change.
This week
Trump vs world
TILTING AT ‘WINDMILLS’: At the World Economic Forum meeting in Davos, Switzerland, Donald Trump was quoted by Reuters as saying – falsely – that China makes almost all of the world’s “windmills”, but he had not “been able to find any windfarms in China”, calling China’s buyers “stupid”. The newswire added that China “defended its wind power development” at Davos, with spokesperson Guo Jiakun saying the country’s efforts to tackle climate change and promote renewable energy in the world are “obvious to all”.
SPEECH FACTCHECKED: The Guardian factchecked Trump’s speech, noting China has more wind capacity than any other country, with 40% of global wind generation in 2024 in China. See Carbon Brief’s chart on this topic, posted on BlueSky by Dr Simon Evans.
GREENLAND GRAB: Trump “abruptly stepped back” from threats to seize Greenland with the use of force or leveraging tariffs, downplaying the dispute as a “small ask” for a “piece of ice”, reported Reuters. The Washington Post noted that, while Trump calls climate change “a hoax”, Greenland’s described value is partly due to Arctic environmental shifts opening up new sea routes. French president Macron slammed the White House’s “new colonial approach”, emphasising that climate and energy security remain European “top priorities”, according to BusinessGreen.
Around the world
- EU MILESTONE: For the first time, wind and solar generated more electricity than fossil fuels in the EU last year, reported Reuters. Wind and solar generated 30% of the EU’s electricity in 2025, just above 29% from plants running on coal, gas and oil, according to data from the thinktank Ember covered by the newswire.
- WARM HOMES: The UK government announced a £15bn plan for rolling out low-carbon technology in homes, such as rooftop solar and heat pumps. Carbon Brief’s newly published analysis has all the details.
- BIG THAW: Braving weather delays that nearly “derail[ed] their mission”, scientists finally set up camp on Antarctica’s thawing Thwaites glacier, reported the New York Times. Over the next few weeks, they will deploy equipment to understand “how this gargantuan glacier is being corroded” by warming ocean waters.
- EVS WELCOME: Germany re-introduced electric vehicle subsidies, open to all manufacturers, including those in China, reported the Financial Times. Tesla and Volvo could be the first to benefit from Canada’s “move to slash import tariffs on made-in-China” EVs, said Bloomberg.
- SOUTHERN AFRICA FLOODS: The death toll from floods in Mozambique went up to 112, reported the African Press Agency on Thursday. Officials cited the “scale of rainfall” – 250mm in 24 hours – as a key driver, it added. Frontline quoted South African president Cyril Ramaphosa, who linked the crisis to climate change.
$307bn
The amount of drought-related damages worldwide per year – intensified by land degradation, groundwater depletion and climate change – according to a new UN “water bankruptcy” report.
Latest climate research
- A researcher examined whether the “ultra rich” could and should pay for climate finance | Climatic Change
- Global deforestation-driven surface warming increased by the “size of Spain” between 1988 and 2016 | One Earth
- Increasing per-capita meat consumption by just one kilogram a year is “linked” to a nearly 2% increase in embedded deforestation elsewhere | Environmental Research Letters
(For more, see Carbon Brief’s in-depth daily summaries of the top climate news stories on Monday, Tuesday, Wednesday, Thursday and Friday.)
Captured
For the first time since monitoring began 15 years ago, there were more UK newspaper editorials published in 2025 opposing climate action than those supporting it, Carbon Brief analysis found. The chart shows the number of editorials arguing for more (blue) and less (red) climate action between 2011-2025. Editorials that took a “balanced” view are not represented in the chart. All 98 editorials opposing climate action were in right-leaning outlets, while nearly all 46 in support were in left-leaning and centrist publications. The trend reveals the scale of the net-zero backlash in the UK’s right-leaning press, highlighting the rapid shift away from a political consensus.
Spotlight
Do the oceans hold hope for international law?
This week, Carbon Brief unpacks what a landmark oceans treaty “entering into force” means and, at a time of backtracking and breach, speaks to experts on the future of international law.
As the world tries to digest the US retreat from international environmental law, historic new protections for the ocean were quietly passed without the US on Saturday.
With little fanfare besides a video message from UN chief Antonio Guterres, a binding UN treaty to protect biodiversity in two-thirds of the Earth’s oceans “entered into force”.
What does the treaty mean and do?
The High Seas Treaty – formally known as the “biodiversity beyond national jurisdiction”, or “BBNJ” agreement – obliges countries to act in the “common heritage of humankind”, setting aside self-interest to protect biodiversity in international waters. (See Carbon Brief’s in-depth explainer on what the treaty means for climate change).
Agreed in 2023, it requires states to undertake rigorous impact assessments to rein in pollution and share benefits from marine genetic resources with coastal communities and countries. States can also propose marine protected areas to help the ocean – and life within it – become more resilient to “stressors”, such as climate change and ocean acidification.
“It’s a beacon of hope in a very dark place,” Dr Siva Thambisetty, an intellectual property expert at the London School of Economics and an adviser to developing countries at UN environmental negotiations, told Carbon Brief.
Who has signed the agreement?
Buoyed by a wave of commitments at last year’s UN Oceans conference in France, the High Seas treaty has been signed by 145 states, with 84 nations ratifying it into domestic law.
“The speed at which [BBNJ] went from treaty adoption to entering into force is remarkable for an agreement of its scope and impact,” said Nichola Clark, from the NGO Pew Trusts, when ratification crossed the 60-country threshold for it to enter into force last September.
For a legally binding treaty, two years to enter into force is quick. The 1997 Kyoto Protocol – which the US rejected in 2001 – took eight years.
While many operative parts of the BBNJ underline respect for “national sovereignty”, experts say it applies to an area outside national borders, giving territorial states a reason to get on board, even if it has implications for the rest of the oceans.
What is US involvement with the treaty?
The US is not a party to the BBNJ’s parent Law of the Sea, or a member of the International Seabed Authority (ISA) overseeing deep-sea mining.
This has meant that it cannot bid for permits to scour the ocean floor for critical minerals. China and Russia still lead the world in the number of deep-sea exploration contracts. (See Carbon Brief’s explainer on deep-sea mining).
In April 2025, the Biden administration issued an executive order to “unleash America’s offshore critical minerals and resources”, drawing a warning from the ISA.
This Tuesday, the Trump administration published a new rule to “fast-track deep-sea mining” outside its territorial waters without “environmental oversight”, reported Agence France-Presse.
Prof Lavanya Rajamani, an expert in international environmental law at the University of Oxford, told Carbon Brief that, while dealing with US unilateralism and “self-interest” is not new to the environmental movement, the way “in which they’re pursuing that self-interest – this time on their own, without any legal justification” has changed. She continued:
“We have to see this not as a remaking of international law, but as a flagrant breach of international law.”
While this is a “testing moment”, Rajamani believes that other states contending with a “powerful, idiosyncratic and unpredictable actor” are not “giving up on decades of multilateralism…they just asking how they might address this moment without fundamentally destabilising” the international legal order.
What next for the treaty?
Last Friday, China announced its bid to host the BBNJ treaty’s secretariat in Xiamen – “a coastal hub that sits on the Taiwan Strait”, reported the South China Morning Post.
China and Brussels currently vie as the strongest contenders for the seat of global ocean governance, given that Chile made its hosting offer days before the country elected a far-right president.
To Thambisetty, preparatory BBNJ meetings in March can serve as an important “pocket of sanity” in a turbulent world. She concluded:
“The rest of us have to find a way to navigate the international order. We have to work towards better times.”
Watch, read, listen
OWN GOAL: For Backchannel, Zimbabwean climate campaigner Trust Chikodzo called for Total Energies to end its “image laundering” at the Africa Cup of Nations.
MATERIAL WORLD: In a book review for the Baffler, Thea Riofrancos followed the “unexpected genealogy” of the “energy transition” outlined in Jean-Baptiste Fressoz’s More and More and More: An All-Consuming History.
REALTY BITES: Inside Climate News profiled Californian climate policy expert Neil Matouka, who built a plugin to display climate risk data that real-estate site Zillow removed from home listings.
Coming up
- 26 January: International day of clean energy
- 27 January: India-EU summit, New Delhi
- 31 January: Submit inputs on food systems and climate change for a report by the UN special rapporteur on climate change
- 1 February: Costa Rica elections
Pick of the jobs
- British Antarctic Survey, boating officer | Salary: £31,183. Location: UK and Antarctica
- National Centre for Climate Research at the Danish Meteorological Institute, climate science leader | Salary: NA. Location: Copenhagen, with possible travel to Skrydstrup, Karup and Nuuk
- Mongabay, journalism fellows | Stipend: $500 per month for 6 months. Location: Remote
- Climate Change Committee, carbon budgets analyst | Salary: £47,007-£51,642. Location: London
DeBriefed is edited by Daisy Dunne. Please send any tips or feedback to debriefed@carbonbrief.org.
This is an online version of Carbon Brief’s weekly DeBriefed email newsletter. Subscribe for free here.
The post DeBriefed 23 January 2026: Trump’s Davos tirade; EU wind and solar milestone; High seas hope appeared first on Carbon Brief.
DeBriefed 23 January 2026: Trump’s Davos tirade; EU wind and solar milestone; High seas hope
The UK government has released its long-awaited “warm homes plan”, detailing support to help people install electric heat pumps, rooftop solar panels and insulation in their homes.
It says up to 5m households could benefit from £15bn of grants and loans earmarked by the government for these upgrades by 2030.
Electrified heating and energy-efficient homes are vital for the UK’s net-zero goals, but the plan also stresses that these measures will cut people’s bills by “hundreds of pounds” a year.
The plan shifts efforts to tackle fuel poverty away from a “fabric-first” approach that starts with insulation, towards the use of electric technologies to lower bills and emissions.
Much of the funding will support people buying heat pumps, but the government has still significantly scaled back its expectations for heat-pump installations in the coming years.
Beyond new funding, there are also new efficiency standards for landlords that could result in nearly 3m rental properties being upgraded over the next four years.
In addition, the government has set out its ambition for scaling up “heat networks”, where many homes and offices are served by communal heating systems.
Carbon Brief has identified the key policies laid out in the warm homes plan, as well as what they mean for the UK’s climate targets and energy bills.
- Why do homes matter for UK climate goals?
- What is the warm homes plan?
- What is included in the warm homes plan?
- What does the warm homes plan mean for energy bills?
- What has been the reaction to the plan?
Why do homes matter for UK climate goals?
Buildings are the second-largest source of emissions in the UK, after transport. This is largely due to the gas boilers that keep around 85% of UK homes warm.
Residential buildings produced 52.8m tonnes of carbon dioxide equivalent (MtCO2e) in 2024, around 14% of the nation’s total, according to the latest government figures.
Fossil-fuel heating is by far the largest contributor to building emissions. There are roughly 24m gas boilers and 1.4m oil boilers on the island of Great Britain, according to the National Energy System Operator (NESO).
This has left the UK particularly exposed – along with its gas-reliant power system – to the impact of the global energy crisis, which caused gas prices – and energy bills – to soar.
At the same time, the UK’s old housing stock is often described as among the least energy efficient in Europe. A third of UK households live in “poorly insulated homes” and cannot afford to make improvements, according to University College London research.
This situation leads to more energy being wasted, meaning higher bills and more emissions.
Given their contribution to UK emissions, buildings are “expected to be central” in the nation’s near-term climate goals, delivering 20% of the cuts required to achieve the UK’s 2030 target, according to government adviser the Climate Change Committee (CCC).
(Residential buildings account for roughly 70% of the emissions in the buildings sector, with the rest coming from commercial and public-sector buildings.)
Over recent years, Conservative and Labour governments have announced various measures to cut emissions from homes, including schemes to support people buying electric heat pumps and retrofitting their homes.
However, implementation has been slow. While heat-pump installations have increased, they are not on track to meet the target set by the previous government of 600,000 a year by 2028.
Meanwhile, successive schemes to help households install loft and wall insulation have been launched and then abandoned, meaning installation rates have been slow.
At the same time, the main government-backed scheme designed to lift homes out of fuel poverty, the “energy company obligation” (ECO), has been mired in controversy over low standards, botched installations and – according to a parliamentary inquiry – even fraud.
(The government announced at the latest budget that it was scrapping ECO.)
The CCC noted in its most recent progress report to parliament that “falling behind on buildings decarbonisation will have severe implications for longer-term decarbonisation”.
What is the warm homes plan?
The warm homes plan was part of the Labour party’s election-winning manifesto in 2024, sold at the time as a way to “cut bills for families” through insulation, solar and heat pumps, while creating “tens of thousands of good jobs” and lifting “millions out of fuel poverty”.
It replaces ECO, introduces new support for clean technologies and wraps together various other ongoing policies, such as the “boiler upgrade scheme” (BUS) grants for heat pumps.
The warm homes plan was officially announced by the government in November 2024, stating that up to 300,000 households would benefit from home upgrades in the coming year. However, the plan itself was repeatedly delayed.
In the spending review in June 2025, the government confirmed the £13.2bn in funding for the scheme pledged in the Labour manifesto, covering spending between 2025-26 and 2029-30.
The government said this investment would help cut bills by up to £600 per household through efficiency measures and clean technologies such as heat pumps, solar panels and batteries.
After scrapping ECO at the 2025 budget, the treasury earmarked an extra £1.5bn of funding for the warm homes plan over five years. This is less than the £1bn annual budget for ECO, which was funded via energy bills, but is expected to have lower administrative overheads.
In the foreword to the new plan, secretary of state Ed Miliband says that it will deliver the “biggest public investment in home upgrades in British history”. He adds:
“The warm homes plan [will]…cut bills, tackle fuel poverty, create good jobs and get us off the rollercoaster of international fossil fuel markets.”
Miliband argues in his foreword that the plan will “spread the benefits” of technologies such as solar to households that would otherwise be unable to afford them. He writes: “This historic investment will help millions seize the benefits of electrification.” Miliband concludes:
“This is a landmark plan to make the British people better off, secure our energy independence and tackle the climate crisis.”
What is included in the warm homes plan?
The warm homes plan sets out £15bn of investment over the course of the current parliament to drive uptake of low-carbon technologies and upgrade “up to” 5m homes.
A key focus of the plan is energy security and cost savings for UK households.
The government says its plan will “prioritise” investment in electrification measures, such as heat pumps, solar panels and battery storage. This is where most of the funding is targeted.
However, it also includes new energy-efficiency standards to encourage landlords to improve conditions for renters.
Some policies were notable due to their absence, such as the lack of a target to end gas boiler sales. The plan also states that, while it will consult on the use of hydrogen in heating homes, this is “not yet a proven technology” and therefore any future role would be “limited”.
New funding
Technologies such as heat pumps and rooftop solar panels are essential for the UK to achieve its net-zero goals, but they carry significant up-front costs for households. Plans for expanding their uptake therefore rely on government support.
Following the end of ECO in March, the warm homes plan will help fill the gap in funding for energy-efficiency measures that it is expected to leave.
As the chart below shows, a range of new measures under the warm homes plan – including a mix of grants and loans – as well as more funding for existing schemes, leads to an increase in support out to 2030.
One third of the total funding – £5bn in total – is aimed at low-income households, including social housing tenants. This money will be delivered in the form of grants that could cover the full cost of upgrades.
The plan highlights solar panels, batteries and “cost-effective insulation” for the least energy-efficient homes as priority measures for this funding, with a view to lowering bills.
There is also £2.7bn for the existing boiler upgrade scheme, which will see its annual allocation increase gradually from £295m in 2025-26 to £709m in 2029-30.
This is the government’s measure to encourage better-off “able to pay” households to buy heat pumps, with grants of £7,500 towards the cost of replacing a gas or oil-fired boiler. For the first time, there will also be new £2,500 grants from the scheme for air-to-air heat pumps (See: Heat pumps.)
A key new measure in the plan is £2bn for low- and zero-interest consumer loans, to help with the cost of various home upgrades, including solar panels, batteries and heat pumps.
Previous efforts to support home upgrades with loans have not been successful. However, innovation agency Nesta says the government’s new scheme could play a central role, with the potential for households buying heat pumps to save hundreds of pounds a year, compared to purchases made using regular loans.
The remaining funding over the next four years includes money assigned to heat networks and devolved administrations in Scotland, Wales and Northern Ireland, which are responsible for their own plans to tackle fuel poverty and household emissions.
Heat pumps
Heat pumps are described in the plan as the “best and cheapest form of electrified heating for the majority of our homes”.
The government’s goal is for heat pumps to “increasingly become the desirable and natural choice” for those replacing old boilers. At the same time, it says that new home standards will ensure that new-build homes have low-carbon heating systems installed by default.
Despite this, the warm homes plan scales back the previous government’s target for heat-pump installations in the coming years, reflecting the relatively slow increase in heat-pump sales. It also does not include a set date to end the sale of gas boilers.
The plan’s central target is for 450,000 heat pumps to be installed annually by 2030, including 200,000 in new-build homes and 250,000 in existing homes.
This is significantly lower than the previous target – originally set in 2021 under Boris Johnson’s Conservative government – to install 600,000 heat pumps annually by 2028.
Meeting that target would have meant installations increasing seven-fold in just four years, between 2024 and 2028. Now, installations only need to increase five-fold in six years.
As the chart below shows, the new target is also considerably lower than the heat-pump installation rate set out in the CCC’s central net-zero pathway. That involved 450,000 installations in existing homes alone by 2030 – excluding new-build properties.
Some experts and campaigners questioned how the UK would remain on track for its legally binding climate goals given this scaled-back rate of heat-pump installations.
Additionally, Adam Bell, policy director at the thinktank Stonehaven, writes on LinkedIn that the “headline numbers for heat pump installs do not stack up”.
Heat pumps in existing homes are set to be supported primarily via the boiler upgrade scheme and – according to Bell – there is not enough funding for the 250,000 installations that are planned, despite an increased budget.
The government’s plan relies in part on the up-front costs of heat pump installation “fall[ing] significantly”. According to Bell, it may be that the government will reduce the size of boiler upgrade scheme grants in the future, hoping that costs will fall sufficiently.
Alternatively, the government may rely on driving uptake through its planned low-cost loans and the clean heat market mechanism, which requires heating-system suppliers to sell a growing share of heat pumps.
Rooftop solar
Rooftop solar panels are highlighted in the plan as “central to cutting energy bills”, by allowing households to generate their own electricity to power their homes and sell it back to the grid.
At the same time, rooftop solar is expected to make a “significant contribution” to the government’s target of hitting 45-47 gigawatts (GW) of solar capacity by 2030.
As it stands, there is roughly 5.2GW of solar capacity on residential rooftops.
Taken together, the government says the grants and loans set out in the warm homes plan could triple the number of homes with rooftop solar from 1.6m to 4.6m by 2030.
It says that this is “in addition” to homes that decide to install rooftop solar independently.
Efficiency standards
The warm homes plan says that the government will publish its “future homes standard” for new-build properties, alongside necessary regulations, in the first quarter of 2026.
On the same day, the government also published its intention to reform “energy performance certificates” (EPCs), the ratings that are supposed to inform prospective buyers and renters about how much their new homes will cost to keep warm.
The current approach to measuring performance for EPCs is “unreliable” and thought to inadvertently discourage heat pumps. It has faced long-standing calls for reform.
As well as funding low-carbon technologies, the warm homes plan says it is “standing up for renters” with new energy-efficiency standards for privately and socially rented homes.
Currently, private renters – who rely on landlords to invest in home improvements – are the most likely to experience fuel poverty and to live in cold, damp homes.
Landlords will now need to upgrade their properties to meet EPC ratings B and C across two new-style EPC metrics by October 2030. There are “reasonable exemptions” to this rule that will limit the amount landlords have to spend per property to £10,000.
In total, the government expects “up to” 1.6m homes in the private-rental sector to benefit from these improvements and “up to” 1.3m social-rent homes.
These new efficiency standards therefore cover three-fifths of the “up to” 5m homes helped by the plan.
The government also published a separate fuel poverty strategy for England.
Heat networks
The warm homes plan sets out a new target to more than double the amount of heating provided using low-carbon heat networks – up to 7% of England’s heating demand by 2035 and a fifth by 2050.
This involves an injection of £1.1bn for heat networks, including £195m per year out to 2030 via the green heat network fund, as well as “mobilising” the National Wealth Fund.
The plan explains that this will primarily benefit urban centres, noting that heat networks are “well suited” to serving large, multi-occupancy buildings and those with limited space.
Alongside the plan, the government published a series of technical standards for heat networks, including for consumer protection.
What does the warm homes plan mean for energy bills?
The warm homes plan could save households “hundreds on energy bills” for those whose homes are upgraded, according to the UK government.
This is in addition to two changes announced in the budget in 2025, which are expected to cut energy bills for all homes by an average of £150 a year.
This included the decisions to bring ECO to an end when the current programme of work wraps up at the end of the financial year and for the treasury to cover three-quarters of the cost of the “renewables obligation” (RO) for three years from April 2026.
Beyond this, households that take advantage of the measures outlined in the plan can expect their energy bills to fall by varying amounts, the government says.
The warm homes plan includes a number of case studies that detail how upgrades could impact energy bills for a range of households. For example, it notes that a social-rented two-bedroom semi-detached home that got insulation and solar panels could save £350 annually.
An owner-occupier three-bedroom home could save £450 annually if it gets solar panels and a battery through consumer loans offered under the warm homes plan, it adds.
Similar analysis published by Nesta says that a typical household that invests in home upgrades under the plan could save £1,000 a year on its energy bill.
It finds that a household with a heat pump, solar panels and a battery, which uses a solar and “time of use tariff”, could see its annual energy bill fall by as much as £1,000 compared with continuing to use a gas boiler, from around £1,670 per year to £670, as shown in the chart below.
Ahead of the plan being published, there were rumours of further “rebalancing” energy bills to bring down the cost of electricity relative to gas. However, this idea failed to come to fruition in the warm homes plan.
This would have involved reducing or removing some or all of the policy costs currently funded via electricity bills, by shifting them onto gas bills or into general taxation.
This would have made it relatively cheaper to use electric technologies such as heat pumps, acting as a further incentive to adopt them.
Nesta highlights that in the absence of further action with regard to policy costs, the electricity-to-gas price ratio is likely to stay at around 4.1 from April 2026.
What has been the reaction to the plan?
Many of the commitments in the warm homes plan were welcomed by a broad range of energy industry experts, union representatives and thinktanks.
Greg Jackson, the founder of Octopus Energy, described it as a “really important step forward”, adding:
“Electrifying homes is the best way to cut bills for good and escape the yoyo of fossil fuel costs.”
Dhara Vyas, chief executive of the trade body Energy UK, said the government’s commitment to spend £15bn on upgrading home heating was “substantial” and would “provide certainty to investors and businesses in the energy market”.
On LinkedIn, Camilla Born, head of the campaign group Electrify Britain, said the plan was a “good step towards backing electrification as the future of Britain, but it must go hand in hand with bringing down the costs of electricity”.
However, right-leaning publications and politicians were critical of the plan, focusing on how a proportion of solar panels sold in the UK are manufactured in China.
According to BBC News, two-thirds (68%) of the solar panels imported to the UK came from China in 2024.
In an analysis of the plan, the Guardian’s environment editor Fiona Harvey and energy correspondent Jillian Ambrose argued that the strategy is “all carrot and no stick”, given that the “longstanding proposal” to ban the installation of gas boilers beyond 2035 has been “quietly dropped”.
Christopher Hammond, chief executive of UK100, a cross-party network of more than 120 local authorities, welcomed the plan, but urged the government to extend it to include public buildings.
The government’s £3.5bn public sector decarbonisation scheme, which aimed to electrify schools, hospitals and council buildings, ended in June 2025 and no replacement has been announced, according to the network.
The post Q&A: What UK’s ‘warm homes plan’ means for climate change and energy bills appeared first on Carbon Brief.
Q&A: What UK’s ‘warm homes plan’ means for climate change and energy bills
Welcome to Carbon Brief’s China Briefing.
China Briefing handpicks and explains the most important climate and energy stories from China over the past fortnight. Subscribe for free here.
Key developments
Tasks for 2026
‘GREEN RESOLVE’: The Ministry of Ecology and Environment (MEE) said at its annual national conference that it is “essential” to “maintain strategic resolve” on building a “beautiful China”, reported energy news outlet BJX News. Officials called for “accelerating green transformation” and “strengthening driving forces” for the low-carbon transition in 2026, it added. The meeting also underscored the need for “continued reduction in total emissions of major pollutants”, it said, as well as for “advancing source control through carbon peaking and a low-carbon transition”. The MEE listed seven key tasks for 2026 at the meeting, said business news outlet 21st Century Business Herald, including promoting development of “green productive forces”, focusing on “regional strategies” to build “green development hubs” and “actively responding” to climate change.
CARBON ‘PRESSURE’: China’s carbon emissions reduction strategy will move from the “preparatory stages” into a phase of “substantive” efforts in 2026, reported Shanghai-based news outlet the Paper, with local governments beginning to “feel the pressure” due to facing “formal carbon assessments for the first time” this year. Business news outlet 36Kr said that an “increasing number of industry participants” will have to begin finalising decarbonisation plans this year. The entry into force of the EU’s carbon border adjustment mechanism means China’s steelmakers will face a “critical test of cost, data and compliance”, reported finance news outlet Caixin. Carbon Brief asked several experts, including the Asia Society Policy Institute’s Li Shuo, what energy and climate developments they will be watching in 2026.
COAL DECLINE: New data released by the National Bureau of Statistics (NBS) showed China’s “mostly coal-based thermal power generation fell in 2025” for the first time in a decade, reported Reuters, to 6,290 terawatt-hours (TWh). The data confirmed earlier analysis for Carbon Brief that “coal power generation fell in both China and India in 2025”, marking the first simultaneous drop in 50 years. Energy news outlet International Energy Net noted that wind generation rose 10% to 1,053TWh and solar by 24% to 1,573TWh.
EV agreement reached
‘NORMALISED COMPETITION’?: The EU will remove tariffs on imports of electric vehicles (EV) made in China if the manufacturers follow “guidelines on minimum pricing” issued by the bloc, reported the Associated Press. China’s commerce ministry stated that the new guidelines will “enable Chinese exporters to address the EU’s anti-subsidy case concerning Chinese EVs in a way that is more practical, targeted and consistent with [World Trade Organization] rules”, according to the state-run China Daily. An editorial by the state-supporting Global Times argued that the agreement symbolised a “new phase” in China-EU economic and trade relations in which “normalised competition” is stabilised by a “solid cooperative foundation”.
SOLAR REBATES: China will “eliminate” export rebates for solar products from April 2026 and phase rebates for batteries out by 2027, said Caixin. Solar news outlet Solar Headlines said that the removal of rebates would “directly test” solar companies’ profitability and “fundamentally reshape the entire industry’s growth logic”. Meanwhile, China imposed anti-dumping duties on imports of “solar-grade polysilicon” from the US and Korea, said state news agency Xinhua.
OVERCAPACITY MEETINGS: The Chinese government “warned several producers of polysilicon…about monopoly risks” and cautioned them not to “coordinate on production capacity, sales volume and prices”, said Bloomberg. Reuters and China Daily covered similar government meetings on “mitigat[ing] risks of overcapacity” with the battery and EV industries, respectively. A widely republished article in the state-run Economic Daily said that to counter overcapacity, companies would need to reverse their “misaligned development logic” and shift from competing on “price and scale” to competing on “technology”.
High prices undermined home coal-to-gas heating policy
SWITCHING SHOCK: A video commentary by Xinhua reporter Liu Chang covered “reports of soaring [home] heating costs following coal-to-gas switching [policies] in some rural areas of north China”. Liu added that switching from coal to gas “must lead not only to blue skies, but also to warmth”. Bloomberg said that the “issue isn’t a lack of gas”, but the “result of a complex series of factors including price regulations, global energy shocks and strained local finances”.
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HEATED DEBATE: Discussions of the story in China became a “domestically resonant – and politically awkward – debate”, noted the current affairs newsletter Pekingnology. It translated a report by Chinese outlet Economic Observer that many villagers in Hebei struggled with no access to affordable heating, with some turning back to coal. “Local authorities are steadily advancing energy supply,” People’s Daily said of the issue, noting that gas is “increasingly becoming a vital heating energy source” as part of China’s energy transition. Another People’s Daily article quoted one villager saying: “Coal-to-gas conversion is a beneficial initiative for both the nation and its people…Yet the heating costs are simply too high.”
DEJA-VU: This is not the first time coal-to-gas switching has encountered challenges, according to research by the Oxford Institute for Energy Studies, with nearby Shanxi province experiencing a similar situation. In Shanxi, a “lack of planning, poor coordination and hasty implementation” led to demand outstripping supply, while some households had their coal-based heating systems removed with no replacement secured. Others were “deterred” from using gas-based systems due to higher prices, it said.
More China news
- LOFTY WORDS: At Davos, vice-premier He Lifeng reaffirmed commitments to China’s “dual-carbon” goals and called for greater “global cooperation on climate change”, reported Caixin.
- NOT LOOKING: US president Donald Trump, also at Davos, said he was not “able to find any windfarms in China”, adding China sells them to “stupid” consumers, reported Euronews. China installed wind capacity has ranked first globally “for 15 years consecutively”, said a government official, according to CGTN.
- ‘GREEN’ FACTORIES: China issued “new guidelines to promote green [industrial] microgrids” including targets for on-site renewable use, said Xinhua. The country “pledged to advance zero-carbon factory development” from 2026, said another Xinhua report.
- JET-FUEL MERGER: A merger of oil giant Sinopec with the country’s main jet-fuel producer could “aid the aviation industry’s carbon reduction goals”, reported Yicai Global. However, Caixin noted that the move could “stifl[e] innovation” in the sustainable air fuel sector.
- NEW TARGETS: Chinese government investment funds will now be evaluated on the “annual carbon reduction rates” achieved by the enterprises or projects they support, reported BJX News.
- HOLIDAY CATCH-UP: Since the previous edition of China Briefing in December, Beijing released policies on provincial greenhouse gas inventories, the “two new” programme, clean coal benchmarks, corporate climate reporting, “green consumption” and hydrogen carbon credits. The National Energy Administration also held its annual work conference.
Spotlight
Why gas plays a minimal role in China’s climate strategy
While gas is seen in some countries as an important “bridging” fuel to move away from coal use, rapid electrification, uncompetitiveness and supply concerns have suppressed its share in China’s energy mix.
Carbon Brief explores the current role of gas in China and how this could change in the future. The full article is available on Carbon Brief’s website.
The current share of gas in China’s primary energy demand is small, at around 8-9%.
It also comprises 7% of China’s carbon dioxide (CO2) emissions from fuel combustion, adding 755m tonnes of CO2 in 2023 – twice the total CO2 emissions of the UK.
Gas consumption is continuing to grow in line with an overall uptick in total energy demand, but has slowed slightly from the 9% average annual rise in gas demand over the past decade – during which time consumption more than doubled.
The state-run oil and gas company China National Petroleum Corporation (CNPC) forecast in 2025 that demand growth for the year may slow further to just over 6%.
Chinese government officials frequently note that China is “rich in coal” and “short of gas”. Concerns of import dependence underpin China’s focus on coal for energy security.
However, Beijing sees electrification as a “clear energy security strategy” to both decarbonise and “reduce exposure to global fossil fuel markets”, said Michal Meidan, China energy research programme head at the Oxford Institute for Energy Studies.
A dim future?
Beijing initially aimed for gas to displace coal as part of a broader policy to tackle air pollution.
Its “blue-sky campaign” helped to accelerate gas use in the industrial and residential sectors. Several cities were mandated to curtail coal usage and switch to gas.
(January 2026 saw widespread reports of households choosing not to use gas heating installed during this campaign despite freezing temperatures, due to high prices.)
Industry remains the largest gas user in China, with “city gas” second. Power generation is a distant third.
The share of gas in power generation remains at 4%, while wind and solar’s share has soared to 22%, Yu Aiqun, research analyst at the thinktank Global Energy Monitor, told Carbon Brief. She added:
“With the rapid expansion of renewables and ongoing geopolitical uncertainties, I don’t foresee a bright future for gas power.”
However, gas capacity may still rise from 150 gigawatts (GW) in 2025 to 200GW by 2030. A government report noted that gas will continue to play a “critical role” in “peak shaving”.
But China’s current gas storage capacity is “insufficient”, according to CNPC, limiting its ability to meet peak-shaving demand.
Transport and industry
Gas instead may play a bigger role in the displacement of diesel in the transport sector, due to the higher cost competitiveness of LNG – particularly for trucking.
CNPC forecast that LNG displaced around 28-30m tonnes of diesel in the trucking sector in 2025, accounting for 15% of total diesel demand in China.
However, gas is not necessarily a better option for heavy-duty, long-haul transportation, due to poorer fuel efficiency compared with electric vehicles.
In fact, “new-energy vehicles” are displacing both LNG-fueled trucks and diesel heavy-duty vehicles (HDVs).
Meanwhile, gas could play a “more significant” role in industrial decarbonisation, Meidan told Carbon Brief, if prices fall substantially.
Growth in gas demand has been decelerating in some industries, but China may adopt policies more favourable to gas, she added.
An energy transition roadmap developed by a Chinese government thinktank found gas will only begin to play a greater role than coal in China by 2050 at the earliest.
Both will be significantly less important than clean-energy sources at that point.
This spotlight was written by freelance climate journalist Karen Teo for Carbon Brief.
Watch, read, listen
EV OUTLOOK: Tu Le, managing director of consultancy Sino Auto Insights, spoke on the High Capacity podcast about his outlook for China’s EV industry in 2026.
‘RUNAWAY TRAIN’: John Hopkins professor Jeremy Wallace argued in Wired that China’s strength in cleantech is due to a “runaway train of competition” that “no one – least of all [a monolithic ‘China’] – knows how to deal with”.
‘DIRTIEST AND GREENEST’: China’s energy engagement in the Belt and Road Initiative was simultaneously the “dirtiest and greenest” it has ever been in 2025, according to a new report by the Green Finance & Development Center.
INDUSTRY VOICE: Zhong Baoshen, chairman of solar manufacturer LONGi, spoke with Xinhua about how innovation, “supporting the strongest performers”, standards-setting and self-regulation could alleviate overcapacity in the industry.
$574bn
The amount of money State Grid, China’s main grid operator, plans to invest between 2026-30, according to Jiemian. The outlet adds that much of this investment will “support the development and transmission of clean energy” from large-scale clean-energy bases and hydropower plants.
New science
- The combination of long-term climate change and extremes in rainfall and heat have contributed to an increase in winter wheat yield of 1% in Xinjiang province between 1989-2023 | Climate Dynamics
- More than 70% of the “observed changes” in temperature extremes in China over 1901-2020 are “attributed to greenhouse gas forcing” | Environmental Research Letters
China Briefing is written by Anika Patel and edited by Simon Evans. Please send tips and feedback to china@carbonbrief.org
The post China Briefing 22 January 2026: 2026 priorities; EV agreement; How China uses gas appeared first on Carbon Brief.
China Briefing 22 January 2026: 2026 priorities; EV agreement; How China uses gas
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Climate Change5 months ago
Guest post: Why China is still building new coal – and when it might stop
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Greenhouse Gases5 months ago
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Greenhouse Gases2 years ago嘉宾来稿：满足中国增长的用电需求 光伏加储能“比新建煤电更实惠”
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Climate Change2 years ago
Spanish-language misinformation on renewable energy spreads online, report shows
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Climate Change2 years ago
Bill Discounting Climate Change in Florida’s Energy Policy Awaits DeSantis’ Approval
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Climate Change Videos2 years ago
The toxic gas flares fuelling Nigeria’s climate change – BBC News
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Climate Change2 years ago嘉宾来稿：满足中国增长的用电需求 光伏加储能“比新建煤电更实惠”
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Carbon Footprint2 years agoUS SEC’s Climate Disclosure Rules Spur Renewed Interest in Carbon Credits