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Countries that pump out large amounts of greenhouse gases could “retain or expand” their fossil fuel industries while treating such emissions as “inevitable” in their net-zero accounting, according to a new study.

Some sectors, such as livestock farming and heavy industry, are viewed as particularly hard to decarbonise. This is due, in part, to a perceived lack of cheap technological solutions.

Any “residual emissions” from these practices will have to be balanced by removals from the atmosphere, if nations want to claim they have achieved their net-zero goals.

The new study, published in One Earth, analyses the strategies that nations have submitted to the UN to understand their approach to these emissions, and how they define them.

It finds significant uncertainty, with just 26 out of 71 countries with long-term plans having outlined how much they expect to still be emitting by 2050.

These nations alone say their residual emissions could be up to 2.9bn tonnes of carbon dioxide equivalent (GtCO2e) – equivalent to around 5% of the current global total.

Fossil-fuel producing nations, such as Australia and Canada, plan to continue producing large volumes of emissions – before removing them via carbon capture technologies or paying for them to be offset elsewhere.

The study authors warn that the slow development and rollout of CO2 removal technologies means this approach could lead to net-zero ambitions ending in “failure”.

Hard-to-abate?

“Residual” emissions are defined as those that remain once a nation, or some other entity, has gone as far as it thinks is possible to cut greenhouse gas emissions.

The concept is closely tied with the net-zero targets that many nations have set for the middle of the century. A country must remove CO2 from the atmosphere that is equivalent in volume to its residual emissions, in order to say it has reached net-zero.

The amount of residual emissions each country is left with therefore dictates how much it will have to invest in CO2 removal – either by planting trees or building machines that directly remove the CO2 from the atmosphere.

So far, countries have shown very little progress in developing technologies to remove CO2.

Yet, as the new study explains, “there is a tendency to treat residual emissions as inevitable”. One key reason for this is that these emissions are expected to largely come from so-called “hard-to-abate” sectors.

These sectors are generally framed as those that lack cheap and widely available technologies to drastically cut their emissions. Examples include steel production, aviation and many aspects of livestock agriculture, such as rearing cows, growing rice and using fertilisers..

Yet, despite these common framings, in practice, both residual emissions and hard-to-abate sectors remain poorly defined. Moreover, there is a growing body of evidence suggesting that even “hard-to-abate” sectors can feasibly be decarbonised using available technologies.

According to Prof Naomi Vaughan, a climate change researcher at the University of East Anglia (UEA) and one of the new study’s co-authors, this means “net-zero can hide a multitude of sins”. Speaking to Carbon Brief, she asks:

“What are you choosing – as an industry or as a country – to decide is hard to abate…And what genuinely is?”

In order to interrogate this, the team led by Harry Smith, a UEA PhD student focusing on the role of CO2 removal in climate policy, set out to understand what different countries were describing as “residual emissions” and how they were justifying this description.

Big residuals

Under the Paris Agreement, nations are encouraged to submit long-term low-emission development strategies (LT-LEDS). If a country has a mid-century net-zero target, this document will explain how it intends to get there.

In their study, Smith and his colleagues analyse every LT-LEDS submitted to the UN by October 2023 – covering a total of 67 countries. They also include four extra long-term strategies produced by EU member states, but not submitted to the UN.

The 71 nations with long-term strategies for tackling climate change cover 71% of global emissions, the study notes.

However, the majority – 41 in total – do not quantify residual emissions at all in their plans. These include major emitters with net-zero targets, such as China, India and Russia.

The researchers identify 26 countries that have calculated the amount of emissions they expect to still be producing at the point they reach net-zero.

In total, this amounts to between 2.6-2.9GtCO2e, excluding emissions from land use, land-use change and forestry (LULUCF). (The range results from countries including several different scenarios in their strategies.)

The study also compares the scale of each nation’s residual emissions to the highest level its emissions have reached in a year. If countries are yet to peak, data from 2021 was used.

The authors conclude that, on average, the 16 developed “Annex I” countries assessed in this study plan on still producing 21% of their peak emissions when they reach net-zero.

Meanwhile, the nine developing and emerging “Annex II” economies expect to continue producing 34% of their peak emissions, the study finds. This estimate excludes Cambodia, which plans to keep increasing its emissions but cancelling them out by turning its extensive forests into a net carbon sink.

The chart below shows residual emissions (red) as a share of each nation’s peak emissions (blue) – or its most recent annual emissions, if its emissions have not yet peaked. Residual emissions from the US alone are set to be higher than the total emissions of nearly every other country.

Major emitters such as the US, Canada and Australia expect to produce large volumes of emissions even when they have reached net-zero
“Residual emissions” (red) in 2050 as a share of peak emissions (blue) for the 10 nations with the highest combined residual and peak emissions assessed by Smith et al. If countries have submitted a range of potential residual emissions scenarios, the upper and lower bounds are shown in light and dark red. For countries that may not have reached their peak emissions yet, such as Ethiopia, the “peak emissions” data is from the most recent year for which figures are available. Source: Smith et al (2024). Chart: Carbon Brief.

Justifying emissions

To understand more about how governments justify the residual emissions in their strategies, the researchers analyse the sectors where emissions remain high out into the second half of this century.

Overall, agriculture is expected to see the least progress in emissions reductions, contributing roughly one-third of residual emissions across all the nations assessed, the study finds.

Methane from livestock and emissions from fertilisers are frequently cited as some of the “hardest-to-abate”. Developed countries only expect their agricultural emissions to drop 37%, on average, by the time they hit net-zero.

(International aviation and shipping, while viewed as some of the hardest sectors to decarbonise, are simply excluded from most countries’ long-term plans, meaning they do not feature prominently in this analysis.)

The researchers also look in greater depth at the rationales given by each country for defining emissions as “residual” or “hard-to-abate”, by analysing 357 statements on the topic within the long-term strategies. They group the statements into different categories, based on which sectors are described and the type of language used.

As the chart below shows, countries frequently provide no justification at all for their continued production of residual emissions in particular sectors.

In many cases, countries provide no explanation for why they will not be able to cut 'residual' emissions
Count of statements regarding “residual emissions” and “hard-to-abate sectors”, taken from countries’ long-term low-emission development strategies, broken down by sector (colours) and rationale. Details of the seven categories of “residual emission rationale” can be found in the study. Source: Smith et al (2024). Chart: Carbon Brief.

The definition of “residual” varies considerably between countries, with governments focusing on different aspects depending on their circumstances. Smith tells Carbon Brief:

“What you find is this range of rationales [that are] not just technical…They’re not just political either…It’s a kind of pick your buffet of rationales.”

The most common arguments concern residual emissions from industry and transport – particularly the production of cement and steel, the emissions of F-gases and domestic aviation and shipping. (The researchers note a “mismatch” here, with arguments explaining residual emissions from agriculture often overlooked, despite it being the largest contributor.)

Countries most frequently cite the lack of new technologies and limits to existing ones as the reasons for continued emissions from these sectors.

Despite these assertions, hundreds of industry leaders from the heavy industry and heavy-duty transport sectors have described net-zero goals as “technically and financially possible by mid-century”.

For example, a recent report by the International Renewable Energy Agency (IRENA) concluded that “the technologies to decarbonise hard-to-abate sectors have seen significant progress in recent years and are today largely available”.

‘Retain or expand’

The large amounts of residual emissions in most nations’ long-term strategies reveals that many are expecting to lean heavily on carbon removal to meet their net-zero targets, the study says.

The study notes that this “risks the credibility of their target[s] and risks a failure to meet national and global net-zero”, given the known limits to carbon removals.

In some cases, this could also mean shifting responsibility elsewhere by purchasing carbon offsets from other countries.

Moreover, the study adds that some nations “may attempt to retain or expand their fossil fuel production”, and pass off resulting emissions as “residual”. Vaughan explains that countries may lean towards looser definitions of residual emissions, if it benefits them:

“If you have a country with a very significant investment in the fossil fuel industry or extraction industries, then there is an incentive to imagine getting to net-zero where you still have quite a lot of emissions – but you’re using lot’s of CO2 removal to get there.”

The authors highlight Australia and Canada, two nations that currently produce large amounts of fossil fuels. Both include scenarios in their net-zero strategies – albeit at the high end of several potential outcomes – where emissions only fall by around half by 2050.

In Australia’s case, this scenario relies on purchasing large amounts of carbon offsets from other countries. Canada relies on very high use of CO2 removal technologies.

Prof Holly Jean Buck, a climate researcher at the University of Buffalo who published an initial investigation into residual emissions in countries’ LT-LEDS last year, but was not involved in this research. She says tackling the “ambiguity” around these emissions is key:

“We don’t know if countries are planning to phase out fossil fuels…We have infrastructure that has long lifetimes in terms of how long it takes to build it and how long it will be in operation. Without specificity around which sectors or activities we hope to fully decarbonise and electricity, it’s hard for countries to do that planning.”

More political

Experts tell Carbon Brief the new study is a welcome contribution to a relatively sparse literature on residual emissions.

Buck says it is a “thorough and careful” study that expands on her work, both by increasing the number of strategies assessed and broadening the scope of the analysis.

Her assessment only focused on high-ambition strategies for LT-LEDS from Annex I countries. The new research led by Smith and his colleagues includes a broader range of scenarios, and suggests that residual emissions could be even higher in 2050 than thought.

The study proposes a number of measures to tighten the definition of “residual” emissions and help countries better address them. This includes stronger reporting requirements for national strategies.

The researchers also propose separate targets for emissions reductions and CO2 removals, in order to prevent countries continuing to burn fossil fuels while simply pledging to remove emissions.

Dr William Lamb, a researcher at the Mercator Research Institute on Global Commons and Climate Change who was not involved in the study, tells Carbon Brief he supports this idea and adds:

“I would also like to see the discussion of residual emissions become more political than it currently is. If countries were asking questions such as ‘how fast can we phase out fossil fuels?’ and ‘what human needs and services do we need to deliver, at minimum impact to the climate?’ then their long-term strategies would look very different.”

The post Major emitters ‘may retain or expand’ fossil fuels despite net-zero plans appeared first on Carbon Brief.

Major emitters ‘may retain or expand’ fossil fuels despite net-zero plans

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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.

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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.”

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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”.

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