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The vast ice sheets that cover Greenland and Antarctica have the potential to trigger catastrophic sea level rise as the climate warms.

But the ice-sheet models that scientists use to project future changes underestimate how fast sea levels are rising now and how much they have risen in the past.

This suggests the models are missing important processes driving ice-sheet retreat.

New research suggests that melting at grounding zones – where the ice transitions from sitting on land to floating on water – could be the missing piece of the puzzle.

And it is potentially a big piece. For example, when one study on the Thwaites glacier in west Antarctica included these processes, its projections of ice-sheet loss more than doubled.

In this guest post, we unpack the latest research on grounding-zone mechanisms and why they suggest that current global projections of sea level rise may be substantially underestimated.

Ice sheets are shrinking faster than models project

Scientists use ice-sheet models to project how fast – and by how much – the Earth’s ice sheets will shrink as global temperatures rise.

These models, developed by scientists at universities and national research institutes, represent physical real-world processes using sets of equations. By solving these equations, scientists gain understanding how the physical system will respond to different scenarios. There are around 20 ice sheet models in use around the world today.

The models capture what we know about how ice sheets flow and deform. Projections using these models suggest that ice sheets will contribute 10s of centimetres to sea level rise by the end of the century.

However, it increasingly looks like these models underestimate the true sensitivity of ice sheets to climate change.

First, we can look at sea level rise from ice sheets over the past 20-25 years. Over this period, we have detailed satellite observations to compare to model predictions. 

The figure below shows the spread in projections from models (blue shading) for Greenland’s contribution to sea level rise compared to the satellite data (blue line). This spread is generated by a range of factors, such as how different models describe ice flow, how fine of a resolution they use to represent the real system and the initial state used for model runs. Sea levels are presented relative to 2015, as this was chosen as a benchmark year.

It is clear that the majority of models underestimated the rate of Greenland melt.

Range of projections of sea level rise, relative to 2015, from the Greenland ice sheet using ice-sheet models (shading area, representing model spread) and satellite observations (dark line). Adapted from Aschwanden et al. (2021).

Next, we can consider whether models have succeeded in reproducing ice sheet loss from historical warm periods.

For example, proxy records, such as reconstructions of previous shorelines, indicate that during the Pliocene (5.3-2.6m years ago) sea levels were between six and 40 metres higher than today. 

This extreme sea level rise would have required a substantial contribution from the world’s ice sheets. However, models are largely unable to reproduce these values, with almost all failing to even attain lower bounds.

Finally, from a different standpoint, we can ask how much climate forcing is required to reproduce current ice sheet retreat rates. Models of the west Antarctic ice sheet typically require ice shelves, which restrain the flow of grounded ice, to be melted very rapidly in order to reproduce current rates. However, recent observations of melting in these regions suggest it is in fact far smaller than models require.

Together, this evidence suggests that ice-sheet models are not entirely capturing what is going on: they should be more sensitive to changes in the climate than they currently are. Two recent papers have suggested that what happens in so-called “grounding zones” could be the missing piece of this puzzle.

Grounding zones

Ice sheets are not static; they spread out like a very thick liquid. The majority of ice in the world’s ice sheets sits on top of land, above sea level. As the ice spreads out and thins, it begins to float, transitioning into a floating ice shelf.

The boundary between ice on land and floating ice shelves – shown in the figure below – is known as the “grounding zone”.

Schematic diagram of grounding zones, where ice sat on top of bedrock transitions into a floating ice shelf.
Schematic diagram of grounding zones, where ice sat on top of bedrock transitions into a floating ice shelf. Relatively warm ocean water can enter into grounding zones by either tidal intrusion or porous intrusion. Credit: Bradley and Freer

The classical picture of grounding zones is as distinct boundaries between floating and grounded ice. It was previously thought that they migrate on annual-to-decadal timescales as ice sheets retreat and advance, and that little melting took place there.

Recently, however, a different picture has emerged, where grounding zones are actually highly dynamic regions.

In particular, two independent mechanisms – called “tidal intrusion” and “porous intrusion” – are thought to be taking place in grounding zones.

Both of these mechanisms are thought to allow relatively warm ocean water to rush under ice sheets, enabling vigorous melting to take place there.

Tidal intrusion

Antarctica has one of the largest tidal ranges in the world, with sea levels fluctuating by up to seven metres each day.

As the tide rises, water pressure under ice shelves increases, lifting the ice and creating a new cavity in the grounding zone. As a result, this newly formed cavity, which can be up to 15km long, is rapidly filled with ocean water. 

When the tide falls, the reverse happens: the ice settles back down and water flushes out of the cavity. This cyclic process – named “tidal intrusion” – occurs up to twice per day, driving rapid flows of warm ocean water into and out of the grounding zone, where it can melt the ice from below.

The tidal opening and closing of grounding zone cavities can be observed using surface elevation and radar measurements from satellites. However, these observations – particularly in fast-changing regions – have typically been limited by how frequently the satellites pass over the same spot, which varies between weeks and months.

Recent research, published last month, has used a unique set of sub-daily satellite observations from the ICEYE constellation to show that tidal intrusion is widespread beneath Thwaites glacier.

This research indicates that warm water is able to intrude up to 6km beneath the Thwaites ice shelf during each high tide, where it could accelerate ice melt from below.

Thwaites – nicknamed the “doomsday glacier” – holds enough ice to raise global sea levels by up to 65cm and has long concerned scientists because of its rapid present retreat, potential for runaway ice loss and possibly important role as a keystone in the west Antarctic ice sheet

This new research suggests that Thwaites may be even more vulnerable than previously thought.

Porous intrusion

Beneath ice sheets, there are networks of channels and tunnels, as well as porous sediments, through which meltwater from the bottom of ice sheets flows.

In grounding zones, this cold, fresh meltwater meets relatively warm, salty ocean water. The ocean water is denser, allowing it to intrude beneath the meltwater and into the grounding zone. This process is called “porous intrusion”.

Recent modelling has suggested that ocean water can intrude kilometres beneath ice sheets via this mechanism. 

However, previous research has not considered how the geometry of these regions change in response to melting. In our new study, published in Nature Geoscience, we show that, when this effect is considered, the porous intrusion mechanism can be far more powerful. 

In particular, we show that these systems display a tipping-point like behaviour, in which a small change in ocean temperatures can lead to a dramatic change in the distance that warm water is able to intrude through grounding zones. 

We also show that the porous intrusion mechanism is not only applicable to ice shelves exposed to warm water or with high melt rates at a glacier’s base, such as Thwaites, but can also influence cold water ice shelves.

The susceptibility of a glacier to porous intrusion is linked to the slope of the seabed and how quickly melted ice is replaced. This is illustrated in the figure below; glaciers in the purple-shaded area are the most susceptible.

Map of the relative susceptibility to porous intrusion from modelling.
Map of the relative susceptibility to porous intrusion from modelling. Superimposed are locations of key Antarctic ice shelves (with ovals indicating likely ranges); those located in purple areas appear relatively more susceptible to porous intrusion, while those located in orange areas appear less susceptible. The inset shows the locations of these ice shelves in Antarctica in corresponding colours. Bradley & Hewitt (2024)

In fact, Thwaites appears to be relatively unsusceptible to porous intrusion – despite being highly vulnerable to tidal intrusion – because it flows very rapidly and ice is replaced very quickly.

Other ice shelves, such as the Ross and Ronne ice shelves, which sit in relatively cold water may, surprisingly, be amongst the most susceptible ice shelves.

Are grounding zones the missing piece?

The majority of ice-sheet models still represent grounding zones as a distinct transition between grounded and floating ice, with no melting there from either tidal or porous intrusion.

The only models able to attain anything resembling sea level rise values during past warm periods have included a grounding-zone melting mechanism or a similar mechanism that boosts their sensitivity to climate change.

These same models have also received much attention for their pessimistic future sea level rise projections. Capturing the past requires an increased sensitivity to climatic change, meaning that they predict much higher sea level rise in future. 

So, grounding zone intrusion and melting might be the missing piece to reconcile observed and modelled sea level rise.

While scientists have yet to run model simulations with grounding-zone melting included for the whole of Antarctica, studies focusing on specific regions of the continent’s ice sheets project up to twice as much sea level rise.

Current global projections of sea level rise also do not include grounding-zone melting. This means that these projections – including those that inform the reports of the Intergovernmental Panel on Climate Change (IPCC) – may be substantial underestimates.

Ice-sheet models have “known unknowns” – things we know that we do not know perfectly, but can account for imperfect knowledge of. However, they also have “unknown unknowns” – things that we do not even know are happening and therefore cannot quantify the full effects of.

Although grounding-zone melting might result in higher sea level than we expected, at least we now know that it is happening and can begin to incorporate it into our models. The devil we know is better than the devil we don’t.

The post Guest post: The critical role of ‘grounding zones’ in the retreat of Earth’s ice sheets appeared first on Carbon Brief.

Guest post: The critical role of ‘grounding zones’ in the retreat of Earth’s ice sheets

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Furry Little Peach x Greenpeace

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What happens when a love of marine life meets a playful imagination?

Sydney artist, illustrator and children’s author Sha’an d’Anthes, better known as Furry Little Peach, has teamed up with Greenpeace to create Happy Ocean Happy Planet: a joyful celebration of the extraordinary creatures that call our oceans home.

Sha’an felt inspired to create an illustration celebrating the beauty and resilience of marine life. Its hopeful message, A Happy Ocean is a Happy Planet, sparked a special collaboration with Greenpeace and a limited-edition t-shirt designed to help protect the oceans that inspired it.

The exclusive Furry Little Peach tee is available as a gift to new regular Greenpeace donors who give $30 or more and make at least three donations. By becoming a regular giver, you’ll help Greenpeace campaign for ocean protection.

Furry Little Peach Sha'an d'Anthes x Greenpeace

ARTIST INTERVIEW: Sha’an d’Anthes (Furry Little Peach)

Sha’an shares the story behind the artwork, the local marine creatures featured in the design and why hope can be such a powerful force for action.

Hi Sha’an! Can you tell us a little about yourself and what you do?

My name is Sha’an d’Anthes, I also go by the pseudonym Furry Little Peach and I’m an illustrator, artist and children’s author based in Sydney, Australia. I love creating joyful, vibrant and nostalgic art that looks at the world through the lens of childlike wonder.

What do you love about drawing animals and nature?

I love all of the different shapes, colour and narrative you get to explore when drawing animals and nature. I’m also a city-slicker these days, and so I think that my work is a sort of escapism (for myself and hopefully for my audience).

How did the Greenpeace collaboration come about?

I went to the premiere of David Attenborough’s documentary Ocean, and felt compelled to create something to share the message of the film. This t-shirt is actually based off of that illustration including the tagline in I included when I shared it “A Happy Ocean is a Happy Planet”. I’m so grateful Greenpeace approached me for the project – it was a blast.

Where did you start when creating the Happy Ocean Happy Planet design?

The Happy Ocean tee starts the same as all of my work – with a brainstorm/braindump and really loose concept sketches.

How did you choose the animals for the illustration?

I actually asked Greenpeace to help me with the research of local marine life and they were so accommodating. They very quickly delivered me a huge list of local species of fish, mammals and coral and I just went through and looked up each creature and curated a little group of sea life that I thought would look sweet together – a mix of sizes, types, colours, textures and shapes.

What did you use to create the artwork?

So much of my work is traditional, but when it comes to things like t-shirts I always use digital drawing programs because I like to draw each colour in a separate layer which requires me to jump in and out of layers because it allows me to control colour and printing. When working digitally I always sketch in Procreate (an Australian digital art app), and then with this project I created final art in Adobe Fresco because it called for a vector graphic (an image that can be blown up to any size).

Do you have a favourite creature in the design?

I love painting Humpback Whales and always have, but I also have a soft spot for the sweet little Jelly Blubber jellyfish.

What did you want people to feel when they saw the artwork?

I specifically wanted to focus on the outcome that all of us want to see – a happy, thriving ocean where creatures are given the time and space to balance themselves. I feel that even when tackling tough subjects, leaning into hope is my natural inclination. As long as we have hope that things can be better, we will continue to take action.

What was the most fun part of creating it?

I actually documented the entire process of this project in a studio vlog on YouTube – and you can see how much fun I’m having doing final art jumping between layers and building the image. I had just come off completing final art for two books which are multi-year long projects, so being able to do a project that from start to finish in just a few days was really freeing at the time.

Watch Sha’an’s Full Vlog

What does a “happy ocean” mean to you?

An ocean that given the time and space to repair and balance itself. Something I really took away from David Attenborough’s Ocean is that ocean ecosystems are actually really good at repairing themselves if we just let them do their thing.

How can people get their hands on the t-shirt?

The shirt is a reward for regular givers to Greenpeace – those who commit to at least 3 months of donations will receive the tee as a gift. Read about how at http://act.gp/flp-tee

How is Greenpeace helping to make our oceans happier places?

They have a deep focus on the health and happiness of our oceans through advocating for the set up of marine sanctuaries, holding big ocean polluters to account and calling for a ban on deep sea mining.

What are you working on next?

I will be jumping headfirst into Peachtober – an annual daily art challenge I run each year in October, if there are any artists reading this it’s a great time so please come join! In terms of publications my next picture book The Late Bird will be out in February 2027 (published by Harper Collins US) and then I have an creative activity book for adults coming out next August with Chronicle US and Penguin Australia. Otherwise you can always check out what I’m tinkering away with in my studio on Instagram and YouTube.

Furry Little Peach x Greenpeace

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AI giant Anthropic’s first Australian data centre deal an “egregious” example of Big Tech double talk

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SYDNEY, Thursday 17 September 2026 — Greenpeace Australia Pacific has slammed AI giant Anthropic’s deal for its first Australian site in Queensland’s Western Downs, the heart of coal seam gas country, saying the project will entrench gas and turbocharge climate pollution.

The expected electricity demand from the data centre site, situated in the middle of the Western Downs coal seam gas fields, is comparable to 1.5 million Australian households. Greenpeace’s report Energy Vampires: The AI data centres draining Australia called for a moratorium on frenzied data centre development until appropriate guardrails are in place.

Joe Rafalowicz, Head of Climate and Energy at Greenpeace Australia Pacific, said: “This is an egregious example of Big Tech giants being given carte blanche to drain energy and water, and use polluting gas to fuel their hyperscale data centres.

“AI and Big Tech corporations claim to bring new renewable energy to the grid, while blatantly planning to power their operations with polluting fossil fuels.

Planning documents show the first stage of this behemoth project could be powered by ‘behind the metre’ gas — the same playbook AI companies have used in the US, leading to a 20% increase in climate pollution from electricity. Now these companies want to bring their cowboy plans to Australia and the Federal Government is allowing it.

“If they plugged into the local grid, the power required would increase Queensland’s electricity grid emissions by around 6.6 million tonnes — an 18% rise. If they build their own gas-fired power plants, this will drive up Queensland’s emissions even more.

“Billions of dollars are now pouring into a massive pipeline of proposed new data centres, of unprecedented size, being built at incredible speed across the country. Australians should be worried about the extreme lack of scrutiny being applied to these projects, and the corporations leading the data centre charge.

“The data centre build-out is happening without the endorsement of the Australian people, yet we are the ones who will pay the price. We can not allow unchecked data centre expansion to derail our renewable energy transition, entrench gas and turbocharge climate pollution — that’s why Greenpeace has called for an urgent moratorium until appropriate guardrails are in place.”

ENDS

Media contact: Kate O’Callaghan on 0406 231 892 or kate.ocallaghan@greenpeace.org

AI giant Anthropic’s first Australian data centre deal an “egregious” example of Big Tech double talk

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Analysis: India’s power-sector emissions flat for two years due to clean-energy surge

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Article Contents

A surge in clean energy has kept carbon dioxide (CO2) emissions in check across India’s power sector, with no growth from the first half of 2024 to the same period in 2026.

This guest post is by:

Lauri Myllyvirta, lead analyst at Centre for Research on Energy and Clean Air (CREA) 

Anubha Aggarwal, India analyst at CREA

This is the first time in more than 50 years that there has been no growth in India’s coal power over a two-year period, even as electricity demand grew overall.

At the same time, both oil and gas consumption have fallen across the nation for two years in a row, helping alleviate the shock of the Hormuz crisis.

Nevertheless, the new six-monthly analysis for Carbon Brief shows that India’s emissions grew by 3.7% year-on-year in the first half of 2026, due to increases from steel, cement and other sectors.

Other key findings for the first half of 2026 include:

  • India’s power-sector emissions flatlined at 2024 levels, after a 2.2% decline in the first half of 2025 and a 2.3% rise in the same period this year.
  • Clean energy met all of the 7% rise in India’s electricity demand over the two years, adding 63 terawatt hours (TWh), equivalent to the total demand of Switzerland.
  • India has added 77 gigawatts (GW) of solar in this two-year period, helping meet 60% of the rise in electricity demand overall.
  • While fossil-fuel generation stagnated, generators added 8.5GW of new coal capacity, leading to fewer running hours and increased costs to electricity consumers.
  • CO2 emissions from oil and gas fell by 7% year-on-year, extending a reduction that began in 2025, despite higher demand for road transport fuels.
  • Steel and cement emissions grew by 8% year-on-year, reaching a 23% share of India’s total CO2 in the first half of 2026.

If the pace of India’s clean-energy expansion is to continue, it will need to upgrade its electricity grid, rapidly build out energy storage and boost the flexibility of coal power.

While clean-energy expansion is covering most or all of India’s power-demand growth, the fossil-fuel industry continues to pursue major capital investments.

This includes large amounts of new coal-power capacity, ambitious plans for the conversion of coal-to-chemicals and efforts to boost domestic coking coal production for the steel sector.

While CO2 output from the power sector is flat, with oil and gas in decline, India’s emissions still went up due to the contribution from industry.

India lags behind its competitors – including most large emerging economies – when it comes to electrifying its industrial sector.

Faster progress would enable clean electricity to substitute for fossil fuels in industry, as well as for power, offering the potential for India to cut its emissions overall.

Flatlining fossils

Last year, India’s CO2 emissions from fossil fuels and cement grew at their slowest pace in two decades, according to previous analysis for Carbon Brief.

This sharp slowdown was due to rapid clean-energy growth and flat oil demand, combined with rising emissions from steel and cement.

The first half of 2026 marks a continuation of these trends.

Most strikingly, the ongoing surge in clean-energy generation means that emissions have flatlined in India’s power sector for two years, as shown in the figure below.

Power-sector CO2 was the same in the first half of 2026 as two years earlier, with a small decline in 2025 having been reversed over the same period this year.

For further details, see: About the data.

Beyond electricity generation, India’s key emitting sectors continued to see divergent trends in the first half of 2026, as some saw ongoing decline while others reached new heights.

This is shown in the figure below, which compares year-on-year changes in emissions during the first half of 2026 with the same periods in 2025, 2024 and the average for 2021-23.

Specifically, emissions grew by 2.3% in the power sector, reversing last year’s decline, while demand for gas and oil products fell for another year.

The biggest increases were for steel and cement, where emissions growth accelerated to 8% year-on-year in the first half of 2026, well above the recent trend.

Bar chart titled "Industrial emissions growth is driving up India’s CO2" and subtitled "Change in CO2 per sector, MtCO2 year-on-year." The chart shows emissions across Power generation, Steel and cement, Oil product consumption, and Others. Steel and cement growth rises steadily through 2026 H1, while power generation dips significantly in 2025 H1. Source: Analysis for Carbon Brief by CREA. (alt text generated by Google Gemini)
For further details, see: About the data.

Clean-energy growth matches power demand

The period from the first half of 2024 to the first half of 2026 saw the largest increase in non-fossil power generation on record in India.

This enabled fossil-fuel consumption and CO2 emissions from the sector to stay flat, even as electricity consumption increased.

Indeed, this is the first time in more than 50 years that there has been no growth in coal power over a two-year period, even as electricity demand grew overall, as shown below.

Chart titled "Clean energy caps India's coal power for first time in 50 years" and subtitled "Electricity generation from coal, TWh per 12 months". The line chart shows coal generation steadily rising from near zero in 1975 to a peak over 1,300 TWh in 2024 before flattening. Source: Analysis for Carbon Brief by CREA. (alt text generated by Google Gemini)
For further details, see: About the data.

Over this two-year period, India’s total power generation increased by 7%, some 63TWh, equal to the total consumption of Singapore or Switzerland.

The additional power requirement of 63TWh was met entirely by clean energy. Solar grew by 44TWh, alongside growth from wind (13TWh), nuclear (7TWh) and hydro (8TWh).

Together, clean-energy sources added 70TWh over two years, more than the net increase in demand.

(For comparison, China’s nuclear, wind and solar output increased by 485TWh in 2025.)

The figure below shows that new investments are more than sufficient to maintain this trend, as added power generation from new clean power capacity has stayed above average demand growth for the past 18 months.

Chart titled "Clean power grew faster than electricity demand in H1 2026" and subtitled "Output from new clean capacity and demand growth, TWh per half-year." The chart shows clean power capacity, dominated by solar, rising steadily to overtake electricity demand growth in recent periods. Source: Analysis for Carbon Brief by CREA. (alt text generated by Google Gemini)
For further details, see: About the data.

Over the past two years, India added 77GW of new solar capacity, 11GW of wind, 5GW of hydro and 0.6GW of nuclear capacity.

Solar power continues to dominate clean-energy growth, but, collectively, the other non-fossil sources still contributed 40% of the overall increase in generation.

One factor in electricity demand growth in 2026 is the El Niño, which delayed the monsoon and intensified heatwaves, driving up cooling demand.

India is accelerating investment in energy storage, which will support further growth in clean power. The National Electricity Plan projected a requirement of 82 gigawatt-hours (GWh) of energy storage capacity by 2026-27 and 411GWh by 2031-32.

As of May 2026, the government has issued tenders for around 272GWh of energy storage capacity, including 142GWh of pumped hydro and 133GWh of battery storage systems. Current capacity is 7.5GWh of battery storage and around 60GWh of pumped hydro.

Which states led the clean-power shift?

The fall in power generation from fossil fuels from the first half of 2024 to the same period in 2026 was concentrated in a few states.

Gujarat saw both the largest reduction in fossil-fuel generation and the largest expansion in clean power, as shown in the figure below.

Chart titled "Gujarat is India’s leading state for clean-power growth – and fossil-power decline" and subtitled "Change in power generation by state from H1 2024 to H1 2026, TWh." The horizontal bar chart shows Gujarat leading with largest wind and solar gains and biggest fossil drops. Source: Analysis for Carbon Brief by CREA (alt text generated by Google Gemini)
For further details, see: About the data.

After Gujarat, the largest increases in clean-power generation were seen in Rajasthan and Tamil Nadu, which also saw reductions in power generation from fossil fuels.

Several other states saw declines in fossil-fuel generation due to higher net imports, rather than local clean power. These included Madhya Pradesh, West Bengal and Punjab.

Karnataka and Andhra Pradesh also succeeded in increasing clean-power generation faster than power demand, thereby contributing to keeping fossil fuel-based power generation stable nationwide across the two-year period. However, they exported much of the increase and consequently saw local increases in power generation from fossil fuels.

The two states with the largest increases in power demand, Maharashtra and Telangana, managed to almost match the rise with growth in clean-power generation.

Fall in oil and gas consumption continues

India’s oil consumption continued to fall during the first half of 2026, dropping 1.3% year-on-year, a slight acceleration from the 0.7% reduction in the same period last year.

While diesel and petrol consumption continued to grow, oil consumption was pulled down overall by declines in liquefied petroleum gas (LPG), petcoke (a solid derivative of oil used in the cement industry) and industrial feedstocks. Growth of aviation fuel use eased.

Diesel consumption growth accelerated from 1.8% to 4.1% in the first half of the year, supported by higher freight movement and increased agricultural demand, as the delayed monsoon led to greater use of diesel-powered irrigation.

Petrol consumption returned to growth, increasing 6.9% year-on-year after zero growth in the same period in 2025, reflecting sustained growth in passenger and two-wheeler mobility.

A significant increase in ethanol blending shaved a full percentage point off the growth of petrol consumption. India achieved its 20% ethanol blending target five years ahead of schedule in 2025-26. (Ethanol blending has faced public opposition.)

Electric vehicle (EV) adoption in India is also gaining momentum, with EVs adopted in a widening range of categories.

In Delhi, an EV policy was launched to accelerate electrification of the vehicle fleet, with a particular focus on two-wheelers, three-wheelers (auto rickshaws), commercial vehicles and high-mileage segments, alongside expanded charging infrastructure. Higher EV adoption rates will moderate the growth in emissions from petrol consumption in India.

In contrast, aviation fuel demand growth slowed down from 5% to 2%. The slowdown coincided with the strait of Hormuz and wider crisis, which disrupted international aviation through temporary airspace closures and flight cancellations to several Middle Eastern destinations. Elevated aviation fuel prices also increased airline operating costs, contributing to lower fuel demand.

LPG consumption contracted by 7%, after 5.7% growth in the same period last year, amid disruptions in global LPG markets following the Hormuz crisis.

Petcoke consumption fell 9.9%, more than reversing a 9.3% increase in the same period last year. Rising petcoke prices encouraged cement manufacturers to switch to coal.

Consumption of other petroleum products continued to drop, although the pace of decline moderated from 14% in 2025 to 9% in 2026.

Industrial feedstock use was affected by shortages and price increases.

Naphtha demand contracted as import prices nearly doubled and domestic prices increased by around 60%, prompting petrochemical manufacturers to reduce operating rates and suppress demand for imported naphtha.

Bitumen consumption remained subdued due to slower road construction, driven by persistent land acquisition challenges and higher bitumen costs.

Meanwhile, higher light diesel oil (LDO) prices and shortage of LPG led some industrial consumers to switch back to furnace oil in boilers and heaters, despite the higher air pollutant emissions. Supply of fuel oil to industry increased for the same reason.

Rapid emission growth from heavy industry continues

Steel and cement output in India grew by 8% and 9%, respectively, year-on-year in the first half of 2026, despite rising input prices and weakening profitability.

The growth in steel and cement was supported in part by increased investment in India’s real estate sector, especially in the second quarter. Steel consumption growth outpaced production, implying that inventories built up last year were tapped.

Despite domestic demand growth, profit margins of Indian steel and cement manufacturers remained under pressure for much of the period due to elevated raw material costs – particularly imported coking coal – and higher freight costs stemming from the Hormuz crisis.

The pressure on prices could dampen growth. Cement prices are expected to rise to levels last seen in the 2021-22 financial year, when Russia’s decision to cut back gas exports to Europe drove a sharp increase in fossil-fuel prices.

Outside the steel, cement and power sectors, coal-consumption growth accelerated to 14% in the first half of 2026, up from 3% last year, as the LPG shortage prompted a shift to coal.

Gas shortages resulted in some additional burning of coal for cooking in March and April. The government officially authorised the hospitality industry to use coal, refuse-derived fuel pellets, biomass and kerosene for one month.

The ceramic and tile industry also requested that the government allow the use of coal gasifiers amid the gas shortage. State governments including Delhi NCR, Rajasthan, Tamil Nadu, Gujarat and Maharashtra also allowed industries to temporarily use alternative fuels, including coal.

India’s industrial energy use is dominated by fossil fuels, particularly coal. Indian industry has the second-lowest electrification rate in the G20, as shown in the figure below. The share of electricity in total energy consumption in the sector also lags the world average, in terms of both current levels and the rate of increase.

Chart titled "Indian industry has the second-lowest electrification rate in G20" and subtitled "Electricity share of industrial energy use in 2023. Arrow shows change since 2000." The chart shows that Korea leads above 50%, Saudi Arabia is lowest below 10%, and India grew to 17%. Source: CREA analysis of IEA World Energy Balances 2025 (alt text generated by Google Gemini)
For further details, see: About the data.

The current low rates of electricity use in Indian industry imply that there is major potential for electrification, using technologies and processes already in place in other countries.

New investments in coal

While the clean-power expansion is starting to meet most or all of India’s electricity demand growth, there are still large investment plans across the coal supply chain.

Some 43GW of coal-power capacity was under construction at the end of June. Additional coal-power capacity is seen as necessary to meet increasing peak loads, even as solar power and energy storage are already playing a role in covering daytime and evening peak demand, respectively. The expansion of energy storage will increase this contribution.

Outside the power sector, India has major ambitions to produce chemical-industry products, such as fertiliser and plastic feedstock, from coal through coal gasification, in pursuit of energy security.

The government is targeting a capacity to process 100m tonnes of coal per year in the next four years, despite the technology for coal gasification still being nascent in India. At present, the only operational use of coal gasification is at Jindal Steel Limited, which is reportedly using syngas in its steel-making process.

Meanwhile, India plans to reduce its average CO2 emissions per tonne of steel by 25% by 2025-26, mainly by reducing the share of coal-based steelmaking.

At the same time, the government is aiming to increase the use of domestic coking coal, which it notified in January this year as a “critical and strategic mineral”. Coal miners and steel companies are reportedly planning to establish additional washeries for coking coal to make it suitable for blending with imported coal for use in steel production.

India is also looking to invest in new coal mines in the near future.

These continued investments in coal gasification, domestic coking coal and new coal mining capacity could lock in coal use across industry for several decades.

Outlook for India’s emissions

Over the two-year period from the first half of 2024 to the same period in 2026, India has achieved its largest clean-energy expansion on record.

As a result, power-demand growth has been met entirely by clean electricity and CO2 emissions in the sector have flatlined.

This expansion of clean energy also allowed a reduction in fossil-fuel imports for power generation, with the use of imported coal falling 38% and the use of gas by 35%, supporting the energy security aims of the government and reducing exposure to the Hormuz shock.

In order to keep the clean-energy growth going, India would need to overcome multiple obstacles, including expansion of the electricity transmission network, improvements in grid flexibility to accommodate variable renewables and the timely completion of new projects.

For example, renewable power projects totalling 5.3GW missed completion deadlines and are having to pay penalties to the grid operator in order to retain network access.

Curtailment has emerged as an issue, particularly for projects relying on interstate power transmission, pointing to the need to upgrade the network. (Curtailment refers to electricity generation that is “wasted” because it cannot be accommodated by the power network.)

Another obstacle to be overcome if clean energy is to keep growing will be making coal-power plants more flexible, so they can ramp down during high renewable output.

A flexibility plan for coal-power plants has been delayed by more than a year due to persistent regulatory bottlenecks, contributing to the curtailment of renewable energy.

Expanding energy storage has the potential to ease grid and flexibility constraints, while reducing or eliminating the need for adding thermal-power capacity to meet peak loads.

The Central Electricity Authority has proposed that, after June 2027, all new government-owned solar and wind projects would have “mandatory” two-hour battery storage. (This mirrors a policy that was in place in China until early 2025 and was subsequently scrapped, in favour of more market-based approaches.)

For oil and gas, India’s consumption has been flatlining for the past two years, after half a century of continuous growth that was only briefly interrupted by Covid-19.

This has reduced the impacts of the Hormuz crisis on the country’s trade balance, helping close the gap between supply and consumption. But it has entailed disruptive shifts in many oil-dependent sectors.

For example, high prices and fuel shortages due to the Hormuz crisis led state governments to reverse their orders banning the use of dirtier fuels such as fuel oil, kerosene and coal in industries and commercial establishments.

Meanwhile, EV adoption has also begun to influence oil consumption.

Despite the progress in the power sector and reductions in oil consumption, India’s total emissions went up over the past two years due to a major increase in industrial emissions.

Low levels of electricity use in industry mean that growing industrial output results in increasing direct fossil-fuel use and emissions.

Unless the rate of industrial electrification picks up, increases in heavy industry output will continue to translate into increases in fossil-fuel consumption and CO2 emissions.

About the data

This analysis is based on official monthly data for fuel consumption, industrial production and power generation from different ministries and government institutes.

Coal-power emissions are estimated by combining plant-level coal consumption from the Central Electricity Authority’s (CEA) monthly coal reports with data on the calorific value and emission factors of coal used at different power plants from the CEA’s CO2 baseline database.

For each station and month, total coal consumption is split into domestic and imported coal using the imported share of coal receipts over a trailing two-month window, found to best reproduce the actual split in data available for 2023.

Consumption is converted to CO2 using each plant’s station-specific gross calorific value from the CEA database and IPCC emission factors for domestic coal, imported coal and lignite. The national-average calorific value is used for recently added plants, for which data is not available in the baseline database.

Coal use at steel and cement plants, as well as process emissions from cement production, are estimated using production indices from the index of eight core industries released monthly by the Office of Economic Adviser, assuming that changes in total fossil-fuel use follow production volumes. These production indices were used to scale fuel use by the sectors in 2022.

To form a basis for using the indices, monthly coal-consumption data for 2022 was constructed for the sectors by combining the annual total coal and petcoke consumption reported in IEA World Energy Balances with monthly production data. This work was set out in a paper by Robbie Andrew, a researcher at Norwegian research institute CICERO, on monthly CO2 emission accounting for India. Monthly petcoke consumption was available from the Petroleum Planning and Analysis Cell, while coal consumption by the cement industry was calculated by subtracting petcoke use from total fossil-fuel use.

Annual cement-process emissions up to 2025 were also taken from Andrew’s work and scaled using the production indices. This approach better approximated changes in energy use and emissions reported in the IEA World Energy Balances, than did the amounts of coal reported to have been dispatched to the sectors, showing that production volumes are the dominant driver of short-term changes in emissions.

For other sectors – including aluminium, auto, chemical and petrochemical, paper and plywood, pharmaceutical, graphite electrode, sugar, textile, mining, traders and others – coal consumption is estimated based on data on despatch of domestic and imported coal to end users from statistical reports and monthly reports by the Ministry of Coal, as consumption data is not available.

Coal consumption by “captive” coal-power plants – those supplying power to industrial sites, not to the public electricity network – was calculated based on capacity changes from Global Energy Monitor, assuming constant utilisation, as utilisation has been very stable year-to-year, as calculated from Central Electricity Authority data.

The difference between coal consumption and dispatch is stock changes, which are estimated by assuming that the changes in the amount of coal stored at end-user facilities mirror those at coal mines, with end-user inventories excluding power, steel and cement assumed to be 70% of those at coal mines, based on comparisons between our data and the IEA World Energy Balances.

Stock changes at mines are estimated as the difference between production at and dispatch from coal mines, as reported by the Ministry of Coal.

Coal consumption is estimated in two ways for sectors beyond power, steel and cement. Consumption of domestic coal in these other sectors is taken from the monthly reports by the Ministry of Coal. Their consumption of imported coal is estimated from the total imports of thermal coal reported by consultancy Kpler, by subtracting demand for imports at coal-power plants. The basis for this assumption is that steel and cement industries use little imported thermal coal, according to Ministry of Coal data.

Product-by-product consumption data for petroleum products, as well as gas use by sector, is from the Petroleum Planning and Analysis Cell of the Ministry of Petroleum and Natural Gas.

As the fuel dispatch and consumption data is reported as physical volumes – such as tonnes or litres – calorific values are taken from IEA’s World Energy Balance and CO2 emission factors from 2006 IPCC Guidelines for National Greenhouse Gas Inventories.

The emissions factor for motor oil or petrol was updated, based on the blending percentage of ethanol each year. The ethanol-blending percentage is as reported by the Ministry of Petroleum and Natural Gas.

Calorific values are assigned separately to different fuel types, including domestic and imported coal, anthracite and coke, as well as to petrol, diesel and several other oil products.

The post Analysis: India’s power-sector emissions flat for two years due to clean-energy surge appeared first on Carbon Brief.

Analysis: India’s power-sector emissions flat for two years due to clean-energy surge

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