Saudi Arabia and Pakistan were among the top importers of Chinese solar panels in 2024, with more than half heading to countries in the global south.
The findings come from Ember’s China’s solar PV export explorer, which tracks shipments to more than 200 countries and was recently updated with figures for the full year of 2024.
In total, China’s solar panel exports rose by 10% in 2024, with imports by global-south countries rising by 32% and those to the global north falling by 6%.
This means Chinese exports grew less quickly than the 30% rise in solar installations outside China last year, indicating that other countries have been boosting their own solar manufacturing capacity and that already-imported stocks were being run down.
Apart from Pakistan and Saudi Arabia, which both witnessed different solar booms last year, there was also a sharp uptick in sales to many small African and Latin American countries in late 2024, suggesting that China may be finding new markets for its solar exports.
China itself – the biggest of all the global-south solar markets – installed more solar panels than it exported for the second year in a row.
This article analyses the latest trends from China’s solar export data, highlighting the markets currently seeing record growth and the trends that underlie this.
Global-south sales surge
China’s exports of solar panels to the global south have doubled in the past two years, overtaking global-north sales for the first time since 2018, according to data collated in the Ember export explorer.
Global-south imports more than doubled from 60 gigawatts (GW) in 2022 to 126GW in 2024. That surpassed global-north imports, which were only 12% more in 2024 than in 2022, as shown on the chart below.

Biggest solar importers
The Netherlands was the biggest importer in 2024 and has been every year since 2019, as a result of Rotterdam serving as an import hub for much of continental Europe. The following four places were all global-south countries, the data shows.
Brazil was in second place again, importing more than 20GW for the second year in a row. However, the imposition of import taxes by the government, the refusal of electricity distributors to connect new solar systems and solar “curtailment” are all causing headwinds in 2025.
Pakistan and Saudi Arabia jumped to third and fourth, respectively. (The next section charts the rise of these two very different solar giants, from the 12th and 26th biggest importers, respectively, in 2022 into the top five.)
India was in fifth place in 2024. Its module imports remained similar to those in 2023, but its installations rose to a record high, enabled by a step up in new domestic solar panel manufacturing capacity.
In January 2025, that helped India hit 100GW of solar installed, according to government figures. India is partly relying on Chinese imports, whilst simultaneously scaling up its own manufacturing industry.
The other large global-south markets – identified in the export explorer data – are also spread across the world, as shown in the figure below.
They include the UAE and Oman in the Middle East, Thailand and the Philippines in south-east Asia and then South Africa, Chile, Uzbekistan and Mexico.

Pakistan and Saudi Arabia
Pakistan and Saudi Arabia have had almost identical imports of Chinese solar panels for the past two years. They stood at 8GW in 2023 and then more than doubled to 17GW in 2024, placing them as the third and fourth largest importers in the world, the export explorer shows. Their monthly imports from China are shown in the figure below.

However, that is where the similarities end. Pakistan’s growth has come almost entirely from small-scale “distributed” installations, without co-located battery storage and paid for by consumers. Saudi Arabia’s growth has come almost entirely from desert solar farms, complete with some battery storage and paid for by international energy companies.
Pakistan’s solar boom was ignited by spiralling electricity costs and chronic power shortages, which have put energy at the heart of the country’s economic problems.
The country installed 10-15GW of solar in 2024 alone, according to Bloomberg estimates. Pakistan’s peak electricity demand was just 30GW in 2023, which gives an idea of how big solar has become in the country.
Large utility-scale solar is minimal – only 0.63GW of such capacity is operational. Instead, almost all of the new solar capacity was installed on rooftops or next to factories or fields, for direct use by consumers.
However, hardly any battery capacity was installed alongside the new solar panels, meaning people and companies still rely on the grid for electricity outside of sunny hours.
The surge in solar capacity has helped drive down electricity generation from fossil fuels, despite fast-growing electricity demand. However, it also “threatens to disrupt” the grid, where demand has created at the same time as becoming more variable.
Turning to Saudi Arabia, solar panels are used mostly in large desert renewable auction tenders. There have been five solar tender rounds in 2017, 2019, 2021, 2023 and 2024.
The latest tender round contracted 3.7GW of large-scale desert solar parks, achieving the cheapest reported electricity prices in the world of $13 (£10) per megawatt hour. (Note that these reported prices are somewhat artificial and are likely to underestimate the full cost.)
None of the winning solar parks were contracted with batteries. However, parallel battery tender rounds are now commencing.
There are estimated to be only 3.3GW of solar projects currently operational in Saudi Arabia, but a further 5.4GW are under construction. The solar plant owners are international energy firms including KEPCO, EDF Renewables, Masdar and TotalEnergies, as well as Saudi companies.
The country plans to move from near-zero renewables in 2020 to 50% of its total electricity generation coming from renewables in 2030. In relative terms, this is one of the most ambitious renewable targets anywhere in the world.
New markets
There were 15 countries that saw a large uptick in imports of Chinese solar panels towards the end of 2024, according to the export explorer data and shown in the figure below.

There were large increases in Nigeria, Algeria and Iraq, where there is clear evidence that demand for panels is growing.
For example, Nigeria’s growth was driven by blackouts in 2024 and the removal of fuel subsidies, making diesel generators more expensive to run.
Iraq is currently constructing its first large solar plant, while another 7.5GW of projects were approved by the government in 2024 to meet growing electricity demand.
Meanwhile, Algeria has a plan for 3GW of solar projects, which is now underway.
For a cluster of a further 12 countries, it is less clear if the recent uptick in solar panel imports is a structural change that will continue into 2025 and beyond.
There are large incentives for China’s solar manufacturing companies to meet year-end targets, so it is possible that containers of solar panels were sold at discounted rates to help meet these goals.
The cluster includes many small African countries – Benin, Burkina Faso, Chad, Djibouti and Guinea – and Latin American countries – Ecuador, El Salvador, Guyana and Nicaragua.
The December 2024 imports are quite large in the context of the small electricity systems of many of these countries. As such, these solar panels would provide a relatively meaningful increase in renewable electricity generation if they go on to be installed.
China installs more than exports
China has not just been exporting growing numbers of solar panels. – In 2024, it installed more solar panels than it exported for the second year running, according to Ember analysis.
Indeed, China installed 333GW of solar capacity domestically in 2024, some 38% more than the 242GW of solar panels that it exported, as shown in the figure below.

From 2019 to 2022, China had been exporting more solar panels overseas than it installed domestically. However, that changed when China’s solar panel installations surged from 103GW in 2022 to 260GW in 2023.
By the end of 2024, China had a total installed solar capacity of 1,064GW, making it the first country to achieve the 1 terawatt (TW) benchmark.
Reducing reliance on China
China’s solar exports grew for the seventh consecutive year in 2024, rising to a record 242GW, Ember’s data shows.
Exports rose by 10% year-on-year, which was a significant slowdown from the rate of growth seen in recent years. However, solar installations outside of China grew by 30%.
This demonstrates a step-up in ambitions to reduce reliance on Chinese solar panel imports by a number of countries around the world.
For example, India’s solar panel manufacturing capacity has skyrocketed in recent years. In 2023, it added 23GW and a further 11GW was completed in the first half of 2024. India’s reported module and cell production capacities stood at around 80GW and 7GW, respectively, as of March 2025.
However, the country still relies on imported Chinese solar cells. The value of shipments to India rose 30% from $970m in 2023 to $1.3bn in 2024, accounting for almost half (48%) of China’s cell exports.
This reliance is seen as a temporary but essential part of the transition to full India manufacturing capability, as solar cell manufacturing capacity steps up, with the aim that projects contracted through the government solar auctions only use locally-sourced cells from June 2026.
The EU is on track to meet its 30GW of solar panel manufacturing target in 2025. However, the numbers are relatively small compared to other regions. Europe had 22GW of solar module manufacturing capacity in 2024, with 12GW in the construction pipeline.
The US does not import Chinese panels, but it does rely heavily on imports from other Asian countries. It imported 51GW of solar panels in the first 10 months of 2024, more than 90% of which were from Vietnam, Thailand, Malaysia, India or Cambodia.
US manufacturing capacity rose from 7GW in 2020 to 50GW in early 2025, with plans announced for a further 56GW, according to trade association the Solar Energy Industries Association.
The post Guest post: Saudi Arabia’s surprisingly large imports of solar panels from China appeared first on Carbon Brief.
Guest post: Saudi Arabia’s surprisingly large imports of solar panels from China
Climate Change
Palestine: Israel’s bombing has left Gaza vulnerable to climate change
Israel’s bombardment of Gaza during the conflict that broke out in October 2023 has wrecked progress towards adapting the enclave to climate change and left two million Gazans vulnerable to heatwaves, drought and disease, the Palestinian Authority (PA) said in a new climate plan submitted to the United Nations.
Palestine’s third nationally determined contribution (NDC), uploaded to the UN climate body’s website this week, says that while “the aggression on the Gaza Strip did not make the climate worse”, “it removed the housing, water and sanitation systems, health facilities, energy networks, roads and livelihoods through which people absorb a climate they were already struggling with.”
The 91-page document lists the types of infrastructure it says Israel has destroyed and notes how the destruction will worsen the impacts of climate change. It says the bombing of hospitals and rising hunger have make it harder for Gazans to cope with the health impacts of climate-driven heatwaves and waterborne diseases.
The destruction of water tanks, boreholes and desalination plants, meanwhile, have left Gazans struggling with the effects of water shortages and drought, while mass unemployment reduces people’s ability to afford climate-driven price rises. The erasure of most of the Strip’s homes makes it more difficult for people to avoid the sun’s increasing heat, the NDC said.
Many Gazans are now living in the ruins of collapsed buildings or in makeshift shelters and tents that offer little or no protection from high temperatures.
Palestine’s previous goals to cut emissions and adapt to climate change in Gaza, expressed in its last NDC five years ago, were based on a pre-war baseline that “no longer describes anything that exists”, the NDC says. Progress made since 2021 has now been destroyed, it adds.
Green reconstruction of Gaza
Instead of continuing to aim for these adaptation and emissions-reduction goals, the PA is now calling for the green reconstruction of Gaza. It says buildings should be constructed again in an energy-efficient manner with solar panels and served with modern water, waste and transport systems.
While the PA, controlled by the Fatah political party, continues to claim legitimate control of Gaza, the strip was effectively governed by Fatah’s rival Hamas between 2007 and the recent war. Control is now split between Israel and the political wing of Islamist militant group Hamas, after a US-backed ceasefire took effect in October 2025, although a UN-backed committee plans to take over.
The United Nations, European Union and World Bank have jointly estimated that Gaza needs $71.4 billion of investment in the next two years to recover and build back. This process should be Palestinian-led, they said in April.
But US President Donald Trump has said the US should “take over” and “own” Gaza and redevelop it as the “Riviera of the Middle East”. Israel’s right-wing prime minister Benjamin Netanyahu has said that Israel should control the territory with civil administration managed by Palestinians favourable to Israel.
With occupation, targets conditional
In the other part of Palestine, the West Bank, the Palestinian Authority carries out some government functions, but ultimate control rests with Israel, which has occupied the West Bank since 1967.
Because Israel controls planning in most of the West Bank, the NDC argues that the PA cannot pursue all the climate projects it wants. In addition, Israel restricts the movement of PA officials, making data collection difficult, and controls the West Bank’s electricity supply meaning that the PA cannot control whether it comes from dirty or clean sources of energy.
Given this situation, the NDC says that all of Palestine’s new climate targets are conditional but it will aim to reduce emissions 12.8% below a business-as-usual baseline by 2035 and 17.1% by 2040. If the Israeli occupation ends and Palestine regains full sovereignty over its land and resources, it will aim for reductions of 15.1% and 19.1% by 2035 and 2040 respectively under an “independence pathway”.
That could allow, for example, for greater electrification and reducing emissions per unit of growth, the document said.
To achieve the 2035 emissions-reduction target and adapt to the impacts of climate change, the PA says it needs $8.6 billion in total. This funding would be spent on measures like encouraging solar farms and rooftop solar and scaling up solar water heating to cover four-fifths of households. To complement the planned increase in solar power, the authority wants to modernise the electricity grid and install battery storage.
In the transport sector, it aims to promote the uptake of electric vehicles, develop bus rapid transit corridors and scrap old polluting trucks and buses. In Gaza in particular, it wants to deploy 66 electric buses when the conflict ends.

To adapt to climate-driven drought, the NDC includes initiatives to reuse wastewater through treatment plants, build desalination plants in Gaza to remove salt from seawater, and promote irrigation for farmers.
The new climate plan was prepared by Palestine’s Environment Quality Authority, with support from the United Nations Development Programme and the governments of Britain and Spain.
The United Nations recognised Palestine’s statehood in 2012 and it joined the UN’s climate convention and signed the Paris climate agreement – which requires countries to submit more ambitious NDCs every five years – in 2016.
The Israeli foreign ministry did not respond to a request for comment. But in late 2024, then Israeli climate envoy Gideon Behar told Climate Home News that the war and the resulting environmental destruction in Gaza was the fault of Hamas.
The post Palestine: Israel’s bombing has left Gaza vulnerable to climate change appeared first on Climate Home News.
Palestine: Israel’s bombing has left Gaza vulnerable to climate change
Climate Change
Analysis: UK solar power hits record high over summer 2026
Solar power generation in the UK reached a new record over the summer of 2026, as temperatures across the nation soared, according to new analysis by Carbon Brief.
Collectively over June, July and August, solar farms and rooftops generated 8.8 terawatt-hours (TWh) of electricity in the UK*, as shown in the chart below.

Speaking to Carbon Brief, Chris Hewett, chief executive of trade association Solar Energy UK welcomed the new record, adding that it was driven by “clear skies and continued growth in deployment”.
This surge in generation took place amid the hottest summer on record in the UK, with five heatwaves between May and August.
Summer 2026 was the sixth sunniest on record, with more than 620 hours of sunshine, according to the Met Office. England and Wales – which experienced the most extreme heat – saw their second-sunniest summers on record.
June 2026 was the hottest June in England since records began in 1884, according to Met Office data, while Wales and the UK as a whole experienced their second-warmest June.
It was the driest July for England and Wales since records began in 1836, with some parts of London seeing no rain at all in the month, while Wisley in Surrey had no rain for 62 days.
In England, temperatures peaked at 38.1C at Kew Gardens in London on 13 August.
According to the Met Office, this summer’s record mean temperature was made 130 times more likely by climate change.
Amid these hot and sunny months, solar power generation increased 23% from the same period in 2025. This is double the level of solar generation over the summer of 2021, according to Carbon Brief analysis.
While solar panels can be affected by periods of extreme heat, the longer hours of daylight and higher levels of irradiation over the summer more than offset any efficiency losses.
June, July and August all saw solar set new monthly records for solar generation – July saw the highest solar generation in a calendar month ever, with 3.3TWh meeting 15% of overall electricity demand for the month.
As of the end of August, the total UK solar generation in 2026 stood at 17TWh – 13% higher than the same point in 2025.
The number of solar farms and rooftop installations has grown substantially in recent years, helping to boost generation. Domestic rooftop solar accounts for around 29% of total capacity.
In 2025, the UK’s solar capacity reached 21 gigawatts (GW) by the third quarter of the year, according to UK government figures. This is a jump of 3GW, or 18%, year-on-year, as Carbon Brief reported in January.
(Capacity is the maximum output possible from an electricity generation, whereas generation is what was produced over a certain time period, such as a day, month or year.)
According to the University of Sheffield, the installed solar capacity is now nearly 24GW.
This includes nearly 172,000 solar installations that have been fitted across the UK since the start of 2026, according to recent government figures. In July alone, more than 19,800 rooftop solar panels were installed – the equivalent of one installation every two minutes.
In total, nearly 1.7m households in the UK now have solar panels installed.
Over 26 heatwave days this summer – periods of at least three days when temperatures exceed the Met Office’s county-level heatwave temperature threshold – UK households with rooftop solar panels avoided an estimated £86.7m in electricity costs, according to analysis by Utility Bidder.
Talking about the surge in solar generation this summer, Hewett says:
“[It] not only kept bills down for people with solar and batteries in their homes, but helped keep overall power prices much lower than they would have been if Britain had been relying on more gas generation during the day”.
Despite the record generation, no new half-hourly solar power output record was set in the summer of 2026. This still stands at 15.2 megawatts (MW) on 23 April 2026.
* This article refers to the UK throughout, but strictly relates to the island of Great Britain, made up of England, Scotland and Wales. Northern Ireland is part of the separate, all-Ireland electricity system.
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The post Analysis: UK solar power hits record high over summer 2026 appeared first on Carbon Brief.
Climate Change
How this summer’s heat and drought impacted crops in Europe – in six charts
Farmers around Europe are dealing with the aftermath of a summer of extreme heat, drought and wildfires that were exacerbated by climate change.
Human-caused climate change is increasing the severity and likelihood of many extreme weather events around the world, which is increasing volatility for food producers.
This summer resulted in, for example, shrunken potatoes in the Netherlands, reduced carrot harvests in France, dried-up rice fields in Italy and scorched olive groves in parts of the Mediterranean region.
Global food prices are currently at their highest level since early 2023 due to “heatwaves and energy price dynamics”, according to the UN Food and Agriculture Organization.
Other factors such as blocked fertiliser supplies in the Strait of Hormuz and high fuel costs have also played a role in this year’s agricultural outputs.
In the six charts below, Carbon Brief provides a snapshot of the impact this summer’s extremes are considered to have had on crop production and yields across Europe.
1. Most EU countries expect to see declines in cereal production this year
2. Most countries are recording reduced crop yields
3. Around €2bn worth of cereal losses after June heatwave
4. UK yields of wheat, barley and oats are all due to drop in 2026
5. Maize production in France is due to hit a four-decade low
1. Most EU countries expect to see declines in cereal production this year

France, in particular, will see heavy losses in the amount of cereals – such as wheat, barley and oats – it produces this year, according to European Commission data.
French cereal production is expected to drop by almost 8 megatonnes (Mt) in 2026, compared to 2025.
The chart above shows that most European countries, aside from Bulgaria, will also see production losses this year.
Germany is due to see the second-largest losses in production, dropping by almost 4Mt compared to 2025.
Prof Til Feike, a cropping systems expert at the Julius Kühn-Institut, says many areas in Germany and Austria, as with other parts of Europe, have been “hit hard by a long-lasting dry period in combination with record-high heatwaves”.
This has resulted in dry grassland for animals and lower yields of maize, which is a “key fodder crop” for livestock. He tells Carbon Brief:
“In the long run, farming must adapt better to more extreme weather conditions, not only heat and drought, but also prolonged wet periods. So, there is no one-fits-all solution for climate change adaptation.”
2. Most countries are recording reduced crop yields
Heat and a lack of water have “substantially worsened” crop expectations this summer in western and most of central Europe, according to a recent bulletin from the EU Joint Research Centre.
Yields are expected to be “significantly reduced”, with local crop failures “likely” in areas such as France, southern Germany, northern and central Italy, and Hungary, it added.
The chart below shows that yields of cereal grains – which, here, refers to the tonnes of a grain grown per hectare of land – are expected to fall in most EU countries in 2026.

Slovakia, Austria and Hungary are expected to see the largest declines in cereal yields, reducing by more than one tonne per hectare in 2026 compared to 2025.
The recent EU bulletin noted that irrigated crops performed well in Portugal this summer – the country with the largest yield increases. Other crops relying on rainfall showed growing signs of heat stress, it added.
3. Around €2bn worth of cereal losses after June heatwave
The record heatwave that hit many parts of Europe in June contributed to an estimated €2-2.3bn in cumulative grain production losses, as shown in the chart below.

The intense June heat in western Europe would have been “virtually impossible” just 50 years ago, according to a rapid climate attribution study. It was the region’s hottest June on record.
The Energy & Climate Intelligence Unit (ECIU) thinktank analysed June and July 2026 grain forecasts from Coceral, a European grain traders association.
ECIU estimated lost supply by multiplying the change in tonnes of grains between these two months by prices for harvest delivery in 28 European countries.
Major grain producers France, Germany, Hungary and Spain accounted for 86% of the lost revenue, according to the ECIU.
Extreme heat is also expected to have a wider economic impact across the continent. Analysis from Triodos Bank found that this summer’s extreme weather could reduce the EU’s gross domestic product (GDP) by around 1% this year, or around €180bn.
4. UK yields of wheat, barley and oats are all due to drop in 2026
If current trends continue, the average yields for cereals and oilseeds will result in the UK’s worst harvest since detailed records began in 1984, according to ECIU.

Barley yields could fall by 15%, oats by 14% and wheat yields by 6% year-on-year, according to 2026 harvest surveys from the Agriculture and Horticulture Development Board, a non-departmental public body that provides agricultural data to the UK government.
ECIU said that, even if the situation improves, this year is still expected to be one of the five worst harvests on record. This means that four of the five worst harvests in the UK have occurred in the past decade.
Consumers will likely see higher prices and/or smaller vegetables in supermarkets as a result, Tim O’Malley, chairman of UK company Nationwide Produce, told BBC News in August.
Other crops, such as berries, have grown successfully in the extreme heat. But the Guardian noted fears this could dip later this year “as plants become exhausted from heavy cropping during the heatwave”.
5. Maize production in France is due to hit a four-decade low
France has been acutely affected by this summer’s extreme weather, with more than 7,300 excess deaths during heatwaves and a record number of weather stations recording temperatures of above 40C.
The country is the EU’s largest agricultural producer, but heat, drought and wildfires have affected many crops.
The chart below shows that maize production is set to drop by more than one-third (35%) year-on-year.

This could result in France’s lowest maize production since 1980, according to data from Agreste, the country’s agriculture ministry’s statistics service.
Due to the heat, “record-early” grape harvests have also been recorded in various parts of the nation since mid-July, reported Le Monde. In some cases, this means “smaller, less juicy grapes, which will yield less wine”, explained the newspaper.
6. Declines in EU grains since 2025

Overall in the EU, data and projections indicate declines in the output of cereal grains this year.
Cereal production is set to fall by 9% compared to 2025, according to the European Commission.
Just one year in the past decade – 2024 – recorded lower production levels.
Maize production is set to be particularly affected, with projections indicating a 13% drop, to 52Mt – the lowest level in the EU since 2007.
The post How this summer’s heat and drought impacted crops in Europe – in six charts appeared first on Carbon Brief.
How this summer’s heat and drought impacted crops in Europe – in six charts
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