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China installed a record 293 gigawatts (GW) of wind and solar in 2023 – pushing its total capacity to 1,050GW, according to a new report.

The report, published by Australia-based thinktank Climate Energy Finance, says that, if this rate of renewables growth is maintained, then China could reach its “dual carbon” climate goals earlier than planned.

Here, Carbon Brief interviews the author of the report, Xuyang Dong. The questions and Dong’s answers are reproduced in full, below.

(An abridged version of this interview was published in the 16 May edition of China Briefing, Carbon Brief’s fortnightly email newsletter focusing on climate and energy developments relating to China. Sign up for free.)

Carbon Brief: Your report concluded that China’s coal power output will soon peak and decline – despite rising coal capacity – thanks to the rapid rise of clean energy sources. How widely do you think that potential tipping point is understood, both within China and internationally?

Xuyang Dong: This potential is not being understood or acknowledged enough both within China and internationally. China is prioritising energy security over the need to reduce coal-use. It has positioned thermal power as the backup energy source to ensure energy security, as electricity demand continues to grow and boost the economy. This strategy is being emphasised after the downturn in hydropower generation last year caused by droughts, as well as blackouts in different parts of the country due to the unmet rising electricity demand. I think there is a pressure domestically of not wanting to admit it, as they really want to ensure energy security first. Concurrently, China is increasing renewable energy capacity at a staggering pace that far outstrips every other nation on the planet.

Internationally, news headlines continue to emphasise that China is building new coal-fired power plants, leading to a lack of confidence about China’s commitment to decarbonising its national electricity grid, although the expansion in renewable energy additions in China is at an unprecedented speed and scale.

However, the picture is more positive when we look at installed capacity. At the end of March this year, 53% of China’s installed capacity is zero-emissions. This paves the way for China to reduce its reliance on coal and to do so rapidly – as we map in our report. China now needs to be more ambitious in its climate targets and it is well positioned to do so.

CB: If China is to announce more ambitious climate goals and expand renewable energy like you suggested in the report, in your opinion, what are the barriers?

XD: We are aware there are concerns over China’s land-use as a major constraint for building more wind and solar farms. We have run a case study on a 1.5 gigawatt (GW) solar project being built in the Tengger Desert in Ningxia province. The project has 3.5m solar modules installed and only took up 0.1% of the total desert. In our model, we estimate that China needs to install a total of 5,405GW of new solar capacity to reach its dual-carbon targets and that may require only 11% of a total land area of the Gobi Desert, a neighbouring desert to Tengger.

The real challenge is that more transmission lines are needed. China recently started construction of an ultra-high-voltage power line project, which will cover three provinces – Shaanxi, Hubei and Anhui – to send 36 terawatt hours (TWh) of electricity to Anhui per annum and help boost renewable energy consumption by more than 18TWh per annum. More transmission lines like this are needed to maximise the renewable energy generation potential of China’s desert areas and to resolve China’s land use constraints in the east coast.

CB: What do you think about policy support?

XD: I think being more ambitious in the overall climate target would be a good start because China has the capacity, the money and the technology to deploy the renewable energy at the speed and scale it requires.

Considering its political system is “top-down”, a more ambitious target could help the central government to give out more mandates, build better transmission lines and distribute the generated power into the areas that are needed.

Internationally, China needs to align with other developed countries to take its responsibilities as the leading renewable superpower and the carbon price would be an important policy lever. The external incentives and penalties, such as [having a Chinese version of] the EU’s carbon border adjustment mechanism (CBAM), would also help. CBAM encourages the EU’s trading partners, especially China, to reduce the emissions of their exports. A further driver would be for other nations to also catch up with China’s staggering renewable expansion and start to emulate its speed and scale, so there will be no excuse left for China to do less.

CB: Speaking of CBAM, your report recommended China to have one of its own. Can you explain how introducing one would help, politically, to enable greater ambition from China’s leaders?

XD: Having one itself could incentivise China to increase the price of carbon, which currently is significantly lower than the EU and the rest of the developed world, although there is a deflation in China and most of the commodities are a lot lower than the rest of the world. But a higher price on carbon could be a good incentive, especially limiting the emission in the manufacturing industry. It could also match China’s carbon price with the EU and lead to less trade barriers. For other trading partners, for example, Australia. Australia has been exporting raw materials. It could also incentivise Australia to do an embedded decarbonisation on its exports as well.

CB: Wouldn’t you worry the CBAM would make trading with some countries, such as developing countries, harder with China?

XD: The Chinese CBAM could list different categories and for different countries. It can have a higher standard for the developed countries and encourage the developed world to help the emerging market and developing economy to decarbonise. In the Asia-Pacific region, China, Japan, South Korea and Australia could work together to decarbonise.

CB: In the future you described, what role do you think solar and wind energy will play?

XD: As our report mapped out, wind and solar will be the leading energy sources in the future. China’s manufacturing capacity is driving down the cost for solar panels, modules and wind turbines. The cost of deploying them is lower, too. In the meantime, they have the world’s leading technology, which can increase the utilisation rates. However, it needs to be accompanied by a better sort of combination in the energy storage system, and better energy storage, so the renewable energy it generates doesn’t go to waste and it can also help with China’s entire curtailment issues

CB: What do you think about the current energy storage situation in China?

XD: It has become a priority compared to a year ago. Most of the policy before is supporting more build out for solar and wind power projects, progressively, and now we can see more documents focusing on storage systems. In fact, there is more and more manufacturing capacity for batteries as well, so we can see a dropping price in the batteries, which will be beneficial for a larger deployment of energy storage systems.

CB: Speaking of solar and battery, what do you think about China’s “new three” – solar, batteries and EV – and how they help China in energy transition and economy?

XD: The “new three” has played a very huge part in China’s economic growth. In 2023, 40% of China’s total 5.2% GDP growth last year was driven by it. [Read more on Carbon Brief’s analysis on clean energy and China’s economic growth in 2023]. This is very significant, especially because China is facing multiple headwinds in different areas, including the housing sector, population decline and deflation. 

According to the International Energy Agency (IEA), the first quarter of 2024 saw China sell nearly 1.9m electric cars, more than the rest of the world combined. I think it’s inevitable that China’s solar manufacturing overcapacity continues to lead the global renewable market. China’s solar manufacturing overcapacity has been a big topic and it is posing a threat to the industry as it is resulting in price slump for the solar panels and making a lot of business non-profitable. However, there are still some major players remaining financially healthy. 

I know there are a lot of concerns about this overcapacity in the industry, such as in the EU and the US, and I think for China to address the concerns over industrial overcapacity, it needs to, first, stimulate domestic demand and deployment of solar and windfarms, energy storage systems buildout and EV sales. Secondly, China could use its cheap renewable exports to help emerging markets and developing economies to build more renewable energy capacity, boosting and accelerating the global energy transition. Finally, it should be collaborating on joint ventures with European and US investors to build local factories.

CB: You mentioned there are some “financially healthy” Chinese companies and they have often been accused of using state subsidies to win “unfair” competition. What’s your view on the accusations?

XD: It’s a very classic way of the Chinese government doing things. When they see an opportunity, they build the capacity first and they will even run at a loss-making state to just dominate the market. Once they have taken over the market, they can profit from that. China has shown this sort of a pattern of doing business in the past.

However, in the meantime, China has shown it has the labour capacity, resources and the capital to deploy or develop the manufacturing capacity at this rate. It drives down the prices of a solar panel and module, wind turbine, as well as battery and EV prices, so I think it is good news to the global energy transition overall, especially for countries from the emerging market and developing economies when they really need more capital and more cost-efficient materials for them. So I guess it really depends on how you look at it and how you work with China instead of working against it. 

The post Interview: China’s renewables ‘pave the way to rapidly reduce coal reliance’ appeared first on Carbon Brief.

Interview: China’s renewables ‘pave the way to rapidly reduce coal reliance’

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Indigenous groups warn Amazon oil expansion tests fossil fuel phase-out coalition

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Indigenous leaders from across the Amazon have warned that stopping the expansion of oil drilling into their territories will be a crucial test for a growing international coalition committed to transitioning away from fossil fuels.

As 60 countries discussed at a landmark conference in Santa Marta, Colombia, pathways to end the world’s reliance on fossil fuels, Indigenous groups said the process risks losing credibility if governments continue opening new oil frontiers in the Amazon.

Their central demand was the establishment of fossil fuel “exclusion zones” across Indigenous territories and biodiverse areas of the rainforest, permanently barring new oil and gas expansion in one of the world’s most critical ecosystems. Indigenous representatives proposed establishing protected “Life Zones”, which they said would provide legal safeguards against governments and companies seeking to expand extraction into their lands.

But Indigenous delegates left the conference frustrated as the final synthesis report drafted by co-chairs Colombia and the Netherlands failed to include the proposal.

In a statement at the end of the conference, Patricia Suárez, from the Organization of Indigenous Peoples of the Colombian Amazon (OPIAC), said formally declaring Indigenous territories – especially those inhabited by peoples in voluntary isolation – as exclusion zones for extractive industries was “an urgent measure”.

“If the heart of the conference does not begin there, it risks remaining a set of good intentions that fails to respond to either science or our Indigenous knowledge systems,” she added.

Pushing for a new oil frontier

Campaigners say the pressure on the Amazon is intensifying just as scientists warn the rainforest is nearing irreversible collapse. Around 20% of all newly identified global oil reserves between 2022 and 2024 were discovered in the Amazon basin, fuelling renewed interest from governments and companies seeking to develop the region as the world’s next major oil frontier.

Ecuador has moved ahead with the auction of new oil blocks in the rainforest, while the country’s right-wing president Daniel Noboa has promoted the region as a “new oil-producing horizon” and backed efforts to expand fracking with support from Chinese companies.

    In Santa Marta, a coalition of seven Indigenous nations from Ecuador issued a declaration condemning the government, which did not participate in the conference.

    “While the world talks about energy transition, our government is pushing for more oil in the Amazon,” said Marcelo Mayancha, president of the Shiwiar nation. “Throughout history, we have always defended our land. That is our home. We will forever defend our territory.”

    Indigenous groups also warned that Peru – another South American nation absent from the conference – plans to auction new oil blocks in the Yavarí-Tapiche Territorial Corridor, a highly sensitive region along the Brazilian border that contains the world’s largest known concentration of Indigenous peoples living in voluntary isolation.

    COP30 host under scrutiny

    Indigenous leaders also criticised Brazil, arguing that despite its international climate leadership, the country is simultaneously advancing major new oil projects in the Amazon region.

    Luene Karipuna, delegate from Brazil’s coalition of Amazon peoples (COIAB), said the oil push threatens the stability of the rainforest. Not far from her home, in the northern state of Amapá, state-run oil giant Petrobras is currently exploring for new offshore oil reserves off the mouth of the Amazon river.

    Brazil participated in the Santa Marta conference and was among the countries that first pushed for discussions on transitioning away from fossil fuels at COP negotiations. Yet the country is also planning one of the largest expansions in oil production in the world, according to last year’s Production Gap report.

    Veteran Brazilian climate scientist Carlos Nobre told Climate Home that the country’s participation at the Santa Marta conference contrasted with its oil and gas production targets. “It does not make any sense for Brazil to continue with any new oil exploration,” he said, and noted that science is clear that no new fossil fuels should be developed to avoid crossing dangerous climate tipping points.

    He added that the Brazilian government faces pressures from economic sectors, since Petrobras is one of the countries top exporting companies. “They look only at the economic value of exporting fossil fuels. Brazil has to change.”

    The COP30 host also promised to draft a voluntary proposal for a global roadmap away from fossil fuels, which is expected to be published before this year’s COP31 summit.

    “In Brazil, that advance has caused so many problems because it overlaps with Indigenous territories. Companies tell us there won’t be an impact, but we see an impact,” Karipuna said. “We feel the Brazilian government has auctioned our land without dialogue.”

    For Karipuna and other Indigenous leaders, establishing exclusion zones across the Amazon is no longer just a regional demand, but a prerequisite to prevent the collapse of the rainforest.

    “That’s the first step for an energy transition that places Indigenous peoples at the centre,” she added.

    The post Indigenous groups warn Amazon oil expansion tests fossil fuel phase-out coalition appeared first on Climate Home News.

    https://www.climatechangenews.com/2026/05/08/indigenous-amazon-oil-expansion-fossil-fuel-phase-out-coalition-santa-marta/

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    Kenya seeks regional coordination to build African mineral value chains

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    African leaders have intensified calls for governments to stop exporting raw minerals and step up efforts to align their policies, share infrastructure and coordinate investment to add value to their resources and bring economic prosperity to the continent.

    In a speech to the inaugural Kenya Mining Investment Conference & Expo in Nairobi this week, Kenyan President William Ruto became the latest African leader to confirm the country will end exports of raw mineral ore. The East African nation has deposits of gold, iron ore and copper and recently launched a tender for global investors to develop a deposit of rare earths, which are used in EV motors and wind turbines, valued at $62 billion.

    Kenya is among more than a dozen African nations that have either banned or imposed export curbs on their mineral resources as they seek to process minerals domestically to boost revenues, create jobs and capture a slice of the industries that are producing high-value clean tech for the energy transition.

      “For too long we have extracted and exported raw materials at the bottom of the value chain, while others have processed, refined, manufactured and captured the greater share of economic value,” Ruto told African ministers and stakeholders gathered at the mining investment conference in Nairobi.

      As a result, Africa currently captures less than 1% of the value generated from global clean energy technologies, he said. To address this, Kenya, in collaboration with other African nations, “will process our minerals here in the continent, we will refine them here and we will manufacture them here”, he added.

      Mineral export restrictions on the rise

      Africa is a major supplier of minerals needed for the global energy transition. The continent holds an estimated 30% of the world’s critical mineral reserves, including lithium, cobalt and copper. The Democratic Republic of Congo produces roughly 70% of global cobalt, a key ingredient in lithium-ion batteries, while countries such as Guinea dominate bauxite production, and Mozambique and Tanzania hold significant graphite deposits.

      But African governments have struggled to attract the investment needed to turn their vast mineral wealth into a green industrial powerhouse. Recently Burundi, Malawi, Nigeria and Zimbabwe are among those that have resorted to banning the export of unrefined minerals to incentivise foreign companies to invest in value addition locally.

      Outdated geological data limits Africa’s push to benefit from its mineral wealth

      This week, Zimbabwe exported its first shipments of lithium sulphate, an intermediate form of processed lithium that can be further refined into battery-grade material, from a mine and processing plant operated by Chinese company Zhejiang Huayou Cobalt.

      After freezing all exports of lithium concentrate – the first stage of processing – earlier this year, the government introduced export quotas and will ban all exports from January 2027.

      Export restrictions on critical raw materials have grown more than five-fold since 2009, found a report by the Organisation for Economic Co-operation and Development (OECD) published this week. In 2024, a more diverse group of countries, including many resource-rich developing economies in Africa and Asia, introduced restrictions, including Sierra Leone, Nigeria and Angola.

      This is “a structural shift in the wrong direction,” Mathias Cormann, the OECD’s secretary-general, told the organisations’ Critical Minerals Forum in Istanbul, Turkey, this week.

      “We understand the motivations: building local industries, managing environmental impacts, capturing greater value domestically. But our research is quite clear. Export restrictions distort investment, reduce volumes and undermine supply security often while delivering limited gains in value added,” he said.

      In-country barriers to success

      Thomas Scurfield, Africa senior economic analyst at the Natural Resource Governance Institute, told Climate Home News that export restrictions “can look like a promising route to local value addition” for cash-strapped African mineral producers but have “rarely worked” unless countries already have reliable energy, infrastructure and competitive costs for processing.

      “Without those conditions, bans may simply push companies to scale back mining rather than scale up processing,” he said.

      Alaka Lugonzo, partnerships lead for Africa at Global Witness, identified gaps in practical skills and infrastructure as other major barriers. “You need engineers, geologists, marketers,” Lugonzo said, warning that graduates are increasingly unable to match the pace of industry change.

      On infrastructure, she said that plentiful and stable energy supplies are vital and while Kenya has relatively robust road networks, they are insufficient for industrial-scale operations.

      “Meaningful value addition and real industrialisation requires heavy machinery… and you will need better infrastructure,” she said, highlighting persistent last-mile challenges in mining regions where “there’s no railway, there’s no electricity, there’s no water”.

      Export capacity is another concern, she said, particularly whether existing port systems could handle increased volumes of processed minerals.

      Regional approach recommended

      Scurfield said that through regional cooperation – including pooling supplies, specialising across different stages of refining and manufacturing, and building larger regional markets – “African countries could overcome many domestic constraints that make going alone difficult”.

      That’s what close to 20 African governments are working to deliver as part of the Africa Minerals Strategy Group, which was set up by African ministers and is dedicated to foster cooperation among African nations to build mineral value chains and better benefit from the energy transition.

      Africa urged to unite on minerals as US strikes bilateral deals

      Nigerian Minister of Solid Minerals Dele Alake, who chairs the group, said “true collaboration” between countries, including aligning mining policies, sharing infrastructure, coordinating investment strategies and promoting trade across the continent, will create the conditions for long-term investments that could turn Africa into “a formidable and competitive force within the global mineral supply chain”.

      “The time has come for Africa to redefine its place within the global mineral economy and that transformation must begin with regional integration and regional cooperation,” he told the mining investment conference in Nairobi.

      Lugonzo of Global Witness agreed, saying that value-addition would benefit from adopting a continental perspective. “Why should Kenya build another smelter when we can export our gold to Tanzania for smelting, and then we use the pipeline through Uganda to take it to the port and we export it?” she asked.

      To facilitate that, there is a need to operationalise the Africa Free Trade Continental Agreement (AFTCA), she added. “That agreement is the only way Africa is going to move from point A to point B.”

      The post Kenya seeks regional coordination to build African mineral value chains appeared first on Climate Home News.

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      Key green shipping talks to be held in late 2026

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      The future of the global shipping industry – and its 3% share of global emissions – will be decided in three weeks of talks in the third quarter of this year, after a decision taken in London on Friday.

      At the International Maritime Organisation (IMO) headquarters this week, governments largely failed to substantively negotiate a controversial set of measures to penalise polluting ships and reward vessels running on clean fuels known as the Net-Zero Framework. The green shipping plan has been aggressively opposed by fossil fuel-producing nations, in particular by the US and Saudi Arabia.

      This week, countries delivered statements outlining their views on the measures in a session that ran from Wednesday into Thursday. Then, late on Friday afternoon, they discussed when to negotiate these measures and what proposals they should discuss.

      After a lengthy debate, which the talks’ chair Harry Conway joked was confusing, governments agreed to hold a week of behind-closed-door talks from 1 September to 4 September and from 23 November to 27 November.

      Following these meetings, which are intended to negotiate disagreements on the NZF and rival watered-down measures proposed by the US and its allies, there will be public talks from November 30 to December 4.

        Last October, talks intended to adopt the NZF provisionally agreed in April 2025 were derailed by the US and Saudi Arabia, who successfully persuaded a majority of countries to vote to postpone the talks by a year.

        Those talks, known as an extraordinary session, are now scheduled to resume on Friday December 4 unless governments decide otherwise in the preceding weeks. While this Friday session will be in the same building with the same participants as the rest of the week’s talks, calling it the extraordinary session is significant as it means the NZF can be voted on.

        Em Fenton, senior director of climate diplomacy at Opportunity Green said that the NZF “has survived but survival is not a victory” and called for it to be adopted later this year “in a way that maintains urgency and ambition, and delivers justice and equity for countries on the frontlines of climate impacts”.

        NZF’s supporters

        The NZF would penalise the owners of particularly polluting ships and use the revenues to fund cleaner fuels, support affected workers and help developing countries manage the transition.

        Many governments – particularly in Europe, the Pacific and some Latin American and African nations – spoke in favour of it this week.

        South Africa said the fund it would create is “the key enabler of a just transition” and its removal would take away predictable revenues from African countries. Vanuatu said that “we are not here to sink the ship but to man it”.

        Australia’s representative called it a “carefully balanced compromise”, as it was provisionally agreed by a large majority after years of negotiations, and warned that failing to adopt it would harm the shipping industry by failing to provide certainty.

        Santa Marta summit kick-starts work on key steps for fossil fuel transition

        Canada’s negotiator said that if it was weakened to appease its critics like the US and Saudi Arabia, this would disappoint those who think it is too weak already like the Pacific islands.

        A large group of mainly big developing countries like Nigeria and Indonesia did not rule out supporting the framework but called for adjustments to help developing countries deal with the changes. Nigeria called for developing countries to be given more time to implement the measures, a minimum share of the fund’s revenues and discounts for ships bringing them food and energy.

        According to analysis from the University of College London’s Energy Institute, the countries speaking in support of the NZF include five countries which voted with the US to postpone talks in October and a further ten countries which did not take a clear position at that time. Most governments support the NZF as the basis for further talks, the institute said.

        Opposition remains

        But a small group of mainly oil-producing nations said they are opposed to any financial penalties for particularly polluting ships.

        They support a proposal submitted by Liberia, Argentina and Panama which has proposed weakening emission targets and ditching any funding mechanism for the framework involving “direct revenue collection and disbursement”.

        Argentina argued that the NZF would harm countries which are far from their export markets and said concerns over that cannot be solved “by magic with guidelines”. They added that, as a result, the NZF itself needs to be fundamentally re-negotiated.

        The UCL Energy Institute said that just 24 countries – less than a quarter of those who spoke – said they supported Argentina’s proposal.

        While this week’s talks did not see the kind of US threats reported in October, their delegation did leave personalised flyers on every delegate’s desk which were described by academics, negotiators and climate campaigners as misleading.

        One witness told Climate Home News that junior US delegates arrived early on Wednesday and placed flyers behind governments’ name plates warning each country of the costs they would incur if the NZF is adopted.

        The figures on a selection of leaflets seen by Climate Home News ranged from $100 million for Panama to $3.5 billion for the Netherlands. “They are trying to scare countries away from supporting climate action with one-sided information”, one negotiator told Climate Home News.

        A flyer left on Pakistan’s desk, shared by a witness with Climate Home News

        They added that the calculations, by the US State Department’s Office of the Chief Economist, ignore the fact that the money raised would be shared to help poorer countries’ transition as well as ignoring the economic costs of failing to address climate change.

        Tristan Smith, an academic representing the Institute of Marine Engineering, Science and Technology, told the meeting that the calculations were “opaque” and flawed as they overstate the contribution of fuel cost to trade costs.

        A US State Department Spokesperson said in a statement that they “firmly stand behind our estimates” which were shared “in good faith” and to “provide an additional tool to policymakers as they contemplate the true economic burden over the NZF”.

        The post Key green shipping talks to be held in late 2026 appeared first on Climate Home News.

        https://www.climatechangenews.com/2026/05/01/key-green-shipping-talks-to-be-held-in-late-2026/

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