China’s thinking around the energy transition shifted drastically in 2020 after president Xi Jinping pledged to reach carbon neutrality before 2060.
Despite a series of major policy developments since then, however, it is still not clear what the new energy system will look like and which pathways are the most efficient for China to reach its carbon neutrality goal.
Our latest research models three scenarios for China’s energy transition: one in which China develops a net-zero emissions energy system before 2055; one in which it achieves this around 2055; and a baseline scenario that extrapolates current development trends.
We find that a combination of energy efficiency measures, electrification of end-use consumption and a low-carbon power supply based on various renewable energy sources – such as solar and wind – can greatly help the country to achieve its decarbonisation goals by 2055.
In the most ambitious scenario, China’s power sector will be fossil fuel-free by 2055, while some industries will continue to use a small amount of coal and gas. However, this will be balanced by negative emissions from biomass power plants fitted with carbon capture and storage (BECCS).
- How the dual carbon targets changed the game
- Three scenarios for China’s energy transformation
- Three phases in China’s energy transformation
- Coal power plants become flexibility providers
- Managing a grid dominated by variable wind and solar
- Visions for the future
How the dual carbon targets changed the game
When Xi began his speech at the UN General Assembly in September 2020, few had expected him to deliver such a ground-breaking announcement.
In his words: “We aim to have CO2 [carbon dioxide] emissions peak before 2030 and achieve carbon neutrality before 2060.”
This policy is now more commonly known as the “dual carbon” goals.
That one sentence changed the whole understanding of the energy transformation in China.
Until then, China’s target was to “promote a revolution in energy production and consumption, and build an energy sector that is clean, low-carbon, safe and efficient”, as Xi had said at the 19th National Congress of the Communist Party in China (CPC) in October 2017.
Xi’s 2020 speech shifted China’s priorities from reaching “low-carbon” to reaching “carbon neutrality”, from an energy sector that includes at least some fossil fuel consumption, to an energy sector which leaves little room for coal, oil and gas once carbon neutrality is reached.
The difference required a genuine change of mindset throughout China’s political system and stakeholders within the energy system, such as major power producers.
China started this immediately after the announcement: the State Council, China’s top administrative body, introduced the 1+N policy strategy, which is comprised of an overarching guideline for reaching the “dual carbon” goals (the “1”) and a number of more concrete guidelines and regulations to implement the strategy (the “N”).
So far, the policies have mainly focused on reaching the carbon peak before 2030 – but the long-term goal of carbon neutrality by 2060 is ever-present.
The National Energy Administration (NEA) has launched a blueprint for a new type of power system. At a broader level, several government departments have outlined efforts to transform the entire energy system, as opposed to just the power system, in the effort to reach carbon neutrality.
Hence, the foundation for China’s energy transformation is much more solid and precise today than it was before Xi’s announcement. The question now is: what will the new type of energy system look like and how will China reach it?
Three scenarios for China’s energy transformation
To answer these questions, our programme modelled three scenarios for China’s energy transformation: one in which China develops a net-zero emissions energy system before 2055; one in which it achieves this around 2055; and a baseline scenario that extrapolates current development trends.
The analysis is based on a detailed bottom-up modelling approach, while, at the same time, using visions for a “Beautiful China” – an official initiative for “the nation’s green and high-quality growth” – as guidelines for the transformation.
In our modelling, the overarching strategy for the energy transformation consists of three intertwined actions:
- Increase energy efficiency throughout the supply chain.
- Electrify the end-use sectors as much as possible.
- Transform the power sector into a “green”, fossil-free sector with solar and wind power as the backbone of the system.
(The Intergovernmental Panel on Climate Change’s latest assessment report showed that these are key elements of all global pathways that limit warming to 1.5C or 2C.)
A consequence of following this strategy would be that the Chinese energy system would be able to provide energy for sustainable economic growth in China with net-zero carbon emissions, improved air quality and a high level of energy security.
In the most ambitious scenario, the Chinese power system would be carbon-neutral from 2045 – and the whole energy system before 2055.
Compared to today, total primary energy consumption would be lower in 2060 despite economic growth. Moreover, coal, oil and gas would be practically phased out of the system – and dependence on imported fossil fuels would be eliminated.
The figure below shows the energy flowing through China’s economy in 2021 (upper panel) compared with the energy flow in 2060 under this most ambitious scenario (lower panel).
On the left, each panel shows sources of primary energy flowing into the economy such as coal (black), gas (pink), oil (shades of grey) and non-fossil fuels such as nuclear (brown), hydro (dark blue), wind (light blue) and solar (yellow).
The centre of each panel illustrates the transformation of primary energy into more useful forms, such as electricity or refined oil products. Much of the primary energy contained in fossil fuels is wasted at this stage (“losses”) in the form of waste heat.
On the right, the users of final energy are broken down by sector.
Most notably, fossil fuels – particularly coal – are the largest sources of energy in 2021, whereas in the ambitious 2060 scenario, below, low-carbon sources dominate.
Three phases in China’s energy transformation
Our study suggests the transformation pathway will have three main phases. The first phase is the peaking phase until 2030.
During this period, the deployment of wind and solar power would continue to increase, while electrification of the industry and transport sectors would gain momentum.
However, coal and oil would remain the dominant energy sources in terms of total primary energy consumption.
Next is the “energy revolution” phase, from 2030 to 2050. During this phase, solar and wind power would become the main energy sources for electricity supply, and the electrification of the end-use sectors would be substantial.
The shift away from fossil fuels minimises the loss of waste heat in electricity generation and refining. Meanwhile, “green hydrogen” made from renewable power would become increasingly important in the industrial sectors.
The third phase is the consolidation phase, from 2050 to 2060. Decarbonisation occurs in sub-sectors that are challenging to electrify, such as the steel and chemicals industries, the old solar and wind power plants are replaced by new solar and wind power, and remaining fossil fuels in the energy mix are nearly phased out.
Coal power plants become flexibility providers
Although the Chinese government plans to “phase down” coal from 2025, based on the current policy guidelines and market situation, we estimate that coal power capacity would not be rapidly removed in any of our three scenarios.
Instead, coal power plants would gradually become providers of energy security and capacity to meet peaks in electricity demand, and not generate large amounts of electricity.
By the time they reach the end of their expected lifetime of around 30 years, the plants would be shut down and not replaced with new coal capacity. In our most ambitious scenario, the last coal power plants are closed in 2055, as shown in the figure below.
The upper panel in the figure shows the installed capacity of coal power plants and the lower panel their electricity production from 2021 to 2060.
Meanwhile, gas does not play a significant role in the power sector in our scenarios, as solar and wind can provide cheaper electricity while existing coal power plants – together with scaled-up expansion of energy storage and demand-side response facilities – can provide sufficient flexibility and peak-load capacity.
Managing a grid dominated by variable wind and solar
An energy system that relies on solar and wind power as main suppliers of power requires special flexibility measures to match production and demand.
The figure below shows a modelled example of an hourly electricity balance in a week in the summer of 2060 under our more ambitious scenario of achieving carbon neutrality before 2055.
The top panel shows electricity production on the supply side. In the daytime solar power (yellow) dominates the production of electricity, while wind power plants (light blue) have a more stable output throughout the 24-hour period.
In the evening and at night, electricity storage is discharged (purple) and hydropower production (dark blue) is higher than in the daytime.
The lower panel shows electricity use on the demand side. Storage (purple) is charged in the daytime and electric vehicle (EV) smart charging (blue) provides flexibility throughout the week.
As a backup, vehicle-to-grid supply plays an important role – not necessarily as a significant energy provider but as a last-resort capacity that can be activated if necessary, when wind and solar output is low. This solution is a cheap and efficient way to ensure sufficient capacity in the power system.
Before 2055, coal power plants could be equally reliable and affordable providers of capacity for the power system, even though they would not generate much electricity on average, as mentioned earlier.
This way of creating flexibility might seem complicated to manage in terms of daily dispatch (the process of managing supply and demand). However, an efficient and well-functioning electricity market, including consumers and producers, can do the job.
Removing the barriers to electricity trading among provinces and constructing a unified national electricity market would be a key enabler of this.
Visions for the future
The scenarios from our China Energy Transformation Outlook give a range of quantified visions of the long-term future in a net-zero energy system.
Our detailed model of the power system and other energy end-use sectors make it possible to link the development of this new energy system with policy measures that could bring about this transformation.
One key insight from our work relates to the timing of the different phases of China’s energy transformation, mentioned above. Our modelling suggests that successful coordination of these phases will be crucial, in order to maintain energy security while avoiding unnecessary investments in energy infrastructure.
Other key enablers in our scenarios are the investments needed to expand the electricity grid, the development of a national electricity market and support for energy system flexibility.
Even with the best visions, and insights from pathways such as ours, there will be many challenges and barriers ahead to overcome if China is to reach its 2060 goal.
Our scenarios show, however, that there are feasible and cost-efficient pathways which can be implemented without waiting for new technological breakthroughs.
The post Guest post: How China’s energy system can reach carbon neutrality before 2055 appeared first on Carbon Brief.
Guest post: How China’s energy system can reach carbon neutrality before 2055
Drought and heatwaves occurring together – known as “compound” events – have “surged” across the world since the early 2000s, a new study shows.
Compound drought and heat events (CDHEs) can have devastating effects, creating the ideal conditions for intense wildfires, such as Australia’s “Black Summer” of 2019-20 where bushfires burned 24m hectares and killed 33 people.
The research, published in Science Advances, finds that the increase in CDHEs is predominantly being driven by events that start with a heatwave.
The global area affected by such “heatwave-led” compound events has more than doubled between 1980-2001 and 2002-23, the study says.
The rapid increase in these events over the last 23 years cannot be explained solely by global warming, the authors note.
Since the late 1990s, feedbacks between the land and the atmosphere have become stronger, making heatwaves more likely to trigger drought conditions, they explain.
One of the study authors tells Carbon Brief that societies must pay greater attention to compound events, which can “cause severe impacts on ecosystems, agriculture and society”.
Compound events
CDHEs are extreme weather events where drought and heatwave conditions occur simultaneously – or shortly after each other – in the same region.
These events are often triggered by large-scale weather patterns, such as “blocking” highs, which can produce “prolonged” hot and dry conditions, according to the study.
Prof Sang-Wook Yeh is one of the study authors and a professor at the Ewha Womans University in South Korea. He tells Carbon Brief:
“When heatwaves and droughts occur together, the two hazards reinforce each other through land-atmosphere interactions. This amplifies surface heating and soil moisture deficits, making compound events more intense and damaging than single hazards.”
CDHEs can begin with either a heatwave or a drought.
The sequence of these extremes is important, the study says, as they have different drivers and impacts.
For example, in a CDHE where the heatwave was the precursor, increased direct sunshine causes more moisture loss from soils and plants, leading to a drought.
Conversely, in an event where the drought was the precursor, the lack of soil moisture means that less of the sun’s energy goes into evaporation and more goes into warming the Earth’s surface. This produces favourable conditions for heatwaves.
The study shows that the majority of CDHEs globally start out as a drought.
In recent years, there has been increasing focus on these events due to the devastating impact they have on agriculture, ecosystems and public health.
In Russia in the summer of 2010, a compound drought-heatwave event – and the associated wildfires – caused the death of nearly 55,000 people, the study notes.
The record-breaking Pacific north-west “heat dome” in 2021 triggered extreme drought conditions that caused “significant declines” in wheat yields, as well as in barley, canola and fruit production in British Columbia and Alberta, Canada, says the study.
Increasing events
To assess how CDHEs are changing, the researchers use daily reanalysis data to identify droughts and heatwaves events. (Reanalysis data combines past observations with climate models to create a historical climate record.) Then, using an algorithm, they analyse how these events overlap in both time and space.
The study covers the period from 1980 to 2023 and the world’s land surface, excluding polar regions where CDHEs are rare.
The research finds that the area of land affected by CDHEs has “increased substantially” since the early 2000s.
Heatwave-led events have been the main contributor to this increase, the study says, with their spatial extent rising 110% between 1980-2001 and 2002-23, compared to a 59% increase for drought-led events.
The map below shows the global distribution of CDHEs over 1980-2023. The charts show the percentage of the land surface affected by a heatwave-led CDHE (red) or a drought-led CDHE (yellow) in a given year (left) and relative increase in each CDHE type (right).
The study finds that CDHEs have occurred most frequently in northern South America, the southern US, eastern Europe, central Africa and south Asia.
Threshold passed
The authors explain that the increase in heatwave-led CDHEs is related to rising global temperatures, but that this does not tell the whole story.
In the earlier 22-year period of 1980-2001, the study finds that the spatial extent of heatwave-led CDHEs rises by 1.6% per 1C of global temperature rise. For the more-recent period of 2022-23, this increases “nearly eightfold” to 13.1%.
The change suggests that the rapid increase in the heatwave-led CDHEs occurred after the global average temperature “surpasse[d] a certain temperature threshold”, the paper says.
This threshold is an absolute global average temperature of 14.3C, the authors estimate (based on an 11-year average), which the world passed around the year 2000.
Investigating the recent surge in heatwave-leading CDHEs further, the researchers find a “regime shift” in land-atmosphere dynamics “toward a persistently intensified state after the late 1990s”.
In other words, the way that drier soils drive higher surface temperatures, and vice versa, is becoming stronger, resulting in more heatwave-led compound events.
Daily data
The research has some advantages over other previous studies, Yeh says. For instance, the new work uses daily estimations of CDHEs, compared to monthly data used in past research. This is “important for capturing the detailed occurrence” of these events, says Yeh.
He adds that another advantage of their study is that it distinguishes the sequence of droughts and heatwaves, which allows them to “better understand the differences” in the characteristics of CDHEs.
Dr Meryem Tanarhte is a climate scientist at the University Hassan II in Morocco, and Dr Ruth Cerezo Mota is a climatologist and a researcher at the National Autonomous University of Mexico. Both scientists, who were not involved in the study, agree that the daily estimations give a clearer picture of how CDHEs are changing.
Cerezo-Mota adds that another major contribution of the study is its global focus. She tells Carbon Brief that in some regions, such as Mexico and Africa, there is a lack of studies on CDHEs:
“Not because the events do not occur, but perhaps because [these regions] do not have all the data or the expertise to do so.”
However, she notes that the reanalysis data used by the study does have limitations with how it represents rainfall in some parts of the world.
Compound impacts
The study notes that if CDHEs continue to intensify – particularly events where heatwaves are the precursors – they could drive declining crop productivity, increased wildfire frequency and severe public health crises.
These impacts could be “much more rapid and severe as global warming continues”, Yeh tells Carbon Brief.
Tanarhte notes that these events can be forecasted up to 10 days ahead in many regions. Furthermore, she says, the strongest impacts can be prevented “through preparedness and adaptation”, including through “water management for agriculture, heatwave mitigation measures and wildfire mitigation”.
The study recommends reassessing current risk management strategies for these compound events. It also suggests incorporating the sequences of drought and heatwaves into compound event analysis frameworks “to enhance climate risk management”.
Cerezo-Mota says that it is clear that the world needs to be prepared for the increased occurrence of these events. She tells Carbon Brief:
“These [risk assessments and strategies] need to be carried out at the local level to understand the complexities of each region.”
The post Heatwaves driving recent ‘surge’ in compound drought and heat extremes appeared first on Carbon Brief.
Heatwaves driving recent ‘surge’ in compound drought and heat extremes
Greenhouse Gases
DeBriefed 6 March 2026: Iran energy crisis | China climate plan | Bristol’s ‘pioneering’ wind turbine
Welcome to Carbon Brief’s DeBriefed.
An essential guide to the week’s key developments relating to climate change.
This week
Energy crisis
ENERGY SPIKE: US-Israeli attacks on Iran and subsequent counterattacks across the Middle East have sent energy prices “soaring”, according to Reuters. The newswire reported that the region “accounts for just under a third of global oil production and almost a fifth of gas”. The Guardian noted that shipping traffic through the strait of Hormuz, which normally ferries 20% of the world’s oil, “all but ground to a halt”. The Financial Times reported that attacks by Iran on Middle East energy facilities – notably in Qatar – triggered the “biggest rise in gas prices since Russia’s full-scale invasion of Ukraine”.
‘RISK’ AND ‘BENEFITS’: Bloomberg reported on increases in diesel prices in Europe and the US, speculating that rising fuel costs could be “a risk for president Donald Trump”. US gas producers are “poised to benefit from the big disruption in global supply”, according to CNBC. Indian government sources told the Economic Times that Russia is prepared to “fulfil India’s energy demands”. China Daily quoted experts who said “China’s energy security remains fundamentally unshaken”, thanks to “emergency stockpiles and a wide array of import channels”.
‘ESSENTIAL’ RENEWABLES: Energy analysts said governments should cut their fossil-fuel reliance by investing in renewables, “rather than just seeking non-Gulf oil and gas suppliers”, reported Climate Home News. This message was echoed by UK business secretary Peter Kyle, who said “doubling down on renewables” was