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在特朗普(Donald Trump)开始第二个美国总统任期之际,中美再次打响贸易战几乎已成定局,而对能源转型至关重要的矿物可能会陷入这场交锋的漩涡。

特朗普已威胁要对来自中国、以及通过其他国家输往美国的中国商品加征关税。

与此同时,中国正在制定一套“多样化”的政策工具包,以应对日益加剧的贸易紧张局势。最近一个值得注意的例子是中国对锗、镓、石墨和锑等四种矿物实行出口管制。

所有这些矿物都在低碳技术中发挥着重要作用,但同时也具有军事等其他用途。

Carbon Brief等机构的分析表明,中国于2023年夏季首次实施的出口管制并未对关键矿物供应链产生持续影响。

然而,2024年12月初宣布的更严格的管控措施,特别是对美出口的限制,引发了关于这些措施可能产生多大影响的辩论。

在本文中,Carbon Brief探讨了美中之间围绕关键矿物的紧张关系,可能对供应链稳定性以及清洁能源转型产生的影响。

哪些矿物对清洁能源转型至关重要?

矿物对多种低碳技术的发展至关重要。

例如,铟和镓用于太阳能电池板的涂层,铜和“稀土”金属用于风力发电机的导体和永磁体,而从锂到锰的各种矿物则广泛应用于不同类型的电池。

中国在许多矿物的供应链中占据重要地位,尤其是在加工环节。如下表所示,全球超过一半的石墨、稀土元素(REEs)和钒的开采,以及大部分铝、钴、石墨、铟、锂、稀土元素和硅的加工均集中在中国。

然而,并非所有这些材料都被视为“关键矿物”。“关键矿物”是一个政治术语,用于描述那些在重要战略领域中发挥作用的矿物。

美国将50种矿物列为关键矿物,欧盟确定了34种关键矿物和另外16种“战略原材料”,而日本的清单上列出了35种矿物。

尽管中国自2016年以来没有更新其官方的关键矿物清单,但2023年11月,中国国家安全部官方公众号发布的一篇文章透露,中国至少将31种矿物视为关键矿物。

该文章比较了中国(橙色)、欧盟(绿色)和美国(蓝色)关键矿物清单中的重叠与差异部分。

大宗商品咨询公司CRU集团中国办事处特别顾问、前首席执行官约翰·约翰逊(John Johnson)告诉Carbon Brief,中国与欧盟和美国“清单上相似”的矿物在采购方面“竞争更激烈”。

尽管一些国家试图多样化关键矿物进口,以减少对中国的依赖,但国际能源署(IEA)的分析发现,根据已宣布的项目,从现在到2030年,矿物供应的现状不太可能改变。

不过,IEA指出,在电池制造等部分领域,欧洲和美国“已宣布的产能增加”应该“足以”满足2030年的国内应用需求。

但价格评估机构Benchmark Minerals Intelligence专注于石墨的高级分析师托尼·奥尔德森(Tony Alderson)对这一乐观预测表示怀疑。他告诉Carbon Brief,“对于设施利用率能达到100%的情况几乎闻所未闻”。他补充称,2030年以后,美国和欧盟对石墨的需求可能会远远超过供应。

中国控制关键矿物的能力如何演变?

在拜登政府时期,美国采用了“小院高墙”(small yard, high fence)策略,对半导体行业实施了一系列出口管制,并鼓励盟友采取类似措施。

作为回应,中国开始限制一些关键矿物的出口,包括在2023年8月对某些类型的镓和锗的出口实施管制,随后于2023年12月对石墨实施管制、于2024年9月对锑实施管制。

除锑之外,这些管制显然是北京对美国遏制中国半导体进口措施的回应。

与此同时,中国加强了出口管制制度,将分散的一系列出口管制政策统一整合为单一框架。

这包括制订“不可靠实体清单”、出口管制法、反外国制裁法和对被认为是“两用”物项的监管。

策纬咨询公司(Trivium China)的关键矿物和供应链研究负责人科里·康布斯(Cory Combs)告诉Carbon Brief:“(中国)过去的出口管制体系极为零散。”

他补充道,最近政策推进的主要目标之一是通过“确保所有内容集中管理且规则一致”来改善合规性。

这些举措为中国在2024年12月初加强关键矿物出口限制铺平了道路,其加大了对石墨出口的限制,并“原则上”禁止向美国出口镓、锗和锑。

中国商务部发言人表示,此举是对美国通过对中国芯片制造业实施广泛限制,将自己的出口管制“武器化”的回应。

初步出口禁令对关键矿物贸易流向的影响如何?

对中国初步出口管制(涉及镓、石墨和锗)的分析显示,尽管新规出台,但贸易大体上仍在继续。

如下方Carbon Brief汇编的图表所示,在2023年8月限制生效后,受限类型的镓和锗出口暂停了两个月。然而,这些出口从2023年10月起恢复,尽管水平略有下降。

并非所有类型的目标关键矿物都受到了为期两个月的暂停的影响,非管制产品(如锗氧化物)的流量没有明显变化。

对于石墨而言,主要产品的出口量总体保持稳定,但在限制措施实施前出现了出口量激增,这可能是由于囤积所致。2024年的平均出口量高于2022年水平。

奥尔德森告诉Carbon Brief,出口商发现,当局对韩国和日本的出口审批特别迅速,而针对美国和印度的产品“需要更长时间”才能获批。其他分析师报告说,大多数许可证似乎已经获批。

这种结果可能是有意为之。Trivium China的康布斯告诉Carbon Brief,初步出口管制的目标是提高中国对其加工的矿物使用情况的了解,这也是为何要求出口商申请许可证,而不是直接全面禁止出口的原因。

因此,立即切断对其他国家的供应并不是最初公告的目的。

对关键矿物的初步管制总体上遵循了中国之前非关税贸易措施的类似模式。除了锑以外,对关键矿物的管制都是为了应对被认为“损害中国国家主权、安全和发展利益”的企图,而非打响贸易争端的第一枪。

英国皇家联合研究所(RUSI)的一份报告指出,这是因为中国意识到全面出口禁令会加速其他国家实行去风险和实现供应链多样化,从而削弱中国的长期地位。

严格的出口管制也会让中国国内付出代价,影响工业活动和更广泛的经济增长。因此,皇家联合研究所认为,出口管制可能会被调整到既能吸引关注,又不会造成其所说的严重经济影响的程度。

对美管制是否标志着中国战略的重大变化?

2024年12月初宣布的措施显示,中国在对关键矿物出口管制方面进行了明显升级。

根据新规,镓、锗和锑“原则上”将不再允许出口到美国,石墨的销售也将受到更严格的控制。

康布斯与Trivium China联合创始人安德鲁·波尔克(Andrew Polk)在分析中写道,这些限制措施是一个信号,表明中国“准备更积极地反击美国的行动”。

这呼应了中国央行前行长易纲的说法。据《南华早报》报道,易纲表示:“我们都明白,从经济学角度,不予报复是最优解……但(面对国内压力),决策者几乎没有选择。”

奥尔德森指出,还需要更多时间观察政策实施的“严格程度”。就石墨而言,目前尚不清楚哪些产品会受到影响——更严格的管制可能仅限于“用于军事最终用途材料的99.999%(纯度)”,而非用于电动车电池的低纯度石墨。

Trivium China的评估指出,此次宣布表明中国将“堵住”允许“出口泄漏”的漏洞,但目前尚不清楚“北京会在多大程度上调查或惩罚涉嫌违规转口的第三国”。

彭博经济(Bloomberg Economics)高级地缘经济分析师杰拉德·迪皮波(Gerard di Pippo)对威胁的严重性持怀疑态度,他写道:“中国缺乏强制第三国遵守规定所需的法律影响力、出口管制监控能力和联盟网络。”

其他分析人士告诉《麻省理工科技评论》(MIT Technology Review),由于美国已采取措施使其供应链多样化,因此“在大多数情况下,这些禁令不会产生重大经济影响”。

尽管如此,奥尔德森表示,当前的不确定性凸显了对关键矿物的依赖者而言,“本地化至关重要”。

未来中美紧张局势会加剧对关键矿物的控制吗?

康布斯和波尔克写道,中国近期管制的动机尚不明确。这可能是为了抗议美国限制特定芯片及制造工具的出口,以及将140家中国公司列入贸易黑名单,也可能是为了“警告即将上台的特朗普政府”不要加剧紧张局势。

外界普遍预计,特朗普开始其第二任期后,美中贸易紧张关系将加剧。

美国两党都对中国“威胁”其工业能力表示担忧。然而,特朗普第二任期可能会优先使用广泛的关税来缩小对华贸易逆差。

康布斯告诉Carbon Brief,北京的目标是“改变美国的行为”,因此在争端中会使用特朗普能够理解的手段,如广泛的贸易关税,而不是出口管制等更细微的工具。

他补充说,特朗普的顾问们会在多大程度上重视关键矿物还有待观察。如果北京使用额外管制施压特定的美国公司,促使它们向美国政府施压,这一问题可能会进入决策视野。

约翰逊指出,中国有理由避免将关键矿物出口问题进一步升级,鉴于其在高纯度石英、铁矿石和钾肥等矿物出口等方面依赖于美国。

此外,他表示,各国认为的关键矿物“会随着时间而变化”,因为新技术会创造对新矿物的需求,同时使其他矿物变得过时。

回收技术的发展也可能缓解供应链压力。国际能源署指出,如果成功扩大回收利用规模,“到2050年,新采矿活动需求可降低25%至40%”。

The post Q&A: 中美贸易战对能源转型意味着什么? appeared first on Carbon Brief.

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Despite African walkout, fractious land COP ends without drought deal

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The African continent’s hopes for a legally binding agreement to combat drought have been dashed again, as UN land restoration talks in Mongolia passed the issue onto the next set of talks in Egypt in two years’ time.

For over a decade, Africa has pushed for a UN protocol on drought risk management that would acknowledge drought as an issue requiring a regional and global – not just a national – response, potentially paving the way for more finance to help ensure water is available when drought hits.

A formal protocol would enable countries to transition from reacting to drought once it hits to “a proactive enabling mechanism to address drought and its effects such as migration”, said a Tunisian negotiator on behalf of the African Group of countries last week. Once land is regularly too dry and infertile to grow crops or graze animals, people often leave to seek a living elsewhere.

But this effort to adopt a protocol, led by Africa, has been resisted at successive land restoration COPs under the UN Convention to Combat Desertification (UNCCD), mainly by developed countries, which argue that a legally weaker alternative – a framework – would be faster and cheaper to set up.

A traditional Mongolian Ger tent at COP17 (Photo: Anastasia Rodopolou/IISD ENB)

Governments at the previous COP in Saudi Arabia in 2024 failed to reach agreement despite talks running past midnight, while this year’s saw African officials coordinate a walkout from negotiating rooms on Wednesday morning, according to two sources at the talks.

Drought deal delayed until 2028

The IISD’s Earth Negotiations Bulletin, a non-governmental organisation which unlike the media is allowed to watch and report on closed-door talks, said a call to suspend negotiations on Wednesday showed negotiations had reached “boiling point” and “made some jaws drop”.

Negotiations resumed after a lunchtime meeting with the Mongolian COP presidency although governments were only eventually able to agree that they could not find consensus in Ulaanbaatar and should resume talks on an instrument to deal with drought in 2028.

Christine Colvin, WWF’s head of freshwater policy, told Climate Home News that, with droughts hitting from Honduras to the English region of Hampshire, something concrete – whether a protocol or a framework – is needed urgently “rather than the can being kicked down the road for another two years as will now happen with the protocol procrastination”.

Negotiators talk at COP17 (Photo: Anastasia Rodopolou/IISD ENB)

But, in a closing press conference on Friday, the Mongolian minister presiding over talks celebrated that governments had reached consensus on several “contentious” issues and that agenda items blocked at this year’s COP17 would be put on the agenda for COP18 in Egypt.

US blocks agenda items

Other agenda items that divided countries were on measuring land degradation’s effects on women, enhancing the involvement of civil society and women in land COPs, and the UNCCD working more closely and effectively with the UN’s climate and nature conventions.

On the COP’s opening day two weeks ago, the US representative said the Trump government objects to these agenda items “on their premise and no amount of negotiation will allow us to join consensus on these items. As such we request that they be struck from the agenda at which time we will then be able to approve it, saving us valuable negotiating time.”

A US State Department spokesperson later told Climate Home News that the US wants the UN “to get back to basics by refocusing on its core mandate, eliminating overlap, and reducing competition for scarce resources”.

The spokesperson added, “that means prioritising the concrete work member states created [the UN] to do – rather than diverting limited time, attention, and resources toward social and political agendas, including gender-related initiatives.”

A protester calls for Indigenous Peoples, local communities, women and youth to be on the agenda of COP17 (Photo: Anastasia Rodopoulou/IISD ENB)

On COP’s first day, the European Union and Brazil pushed back against the blocking of these agenda items, with a Brazilian negotiator saying his country attaches “great importance” to them. But the Mongolian presidency directed governments to adopt the rest of the agenda without the controversial items, which were discussed privately with countries throughout the two weeks.

An EU statement, read out later by Irish minister Timmy Dooley, accused “some parties” (meaning national governments) of having adopted a “less constructive approach” and preventing “discussions on important matters from even commencing”.

The agenda items the US refused to engage with were never discussed and were only placed onto the agenda for the next COP on the last day. Those talks will take place in Egypt in two years’ time, with Donald Trump due then to be in his last year as US president.

No restoration without women

The blocking of the gender agenda item has stymied attempts, agreed on by governments at the last COP, to develop gender-specific indicators for the UNCCD’s next overall framework and to facilitate more women delegates at COPs. Women made up only about a quarter of delegates to COP15 in 2022, UNCCD analysis with the latest data shows

Criticising the move to keep gender off the agenda, the EU said in a statement that it welcomes “the attention being given at COP17 to women pastoralists and herders, recognising their contribution to sustainable land management and resilient rural livelihoods”.

The head of the UNCCD, former Egyptian environment minister Yasmine Fouad, said on Friday that “regardless that the agenda item was blocked”, she was proud that she and COP17 President Batmunkh Battsetseg had led the COP as women and attended the gender caucus (a meeting of groups supporting women at the talks).

Yasmine Fouad and Batmunkh Battsetseg talk at the COP17 closing press conference (Photo: Kiara Worth/UNCCD)

“Without the women,” she told the closing press conference on Friday, “we will not be able to restore land, restore hope, restore life or restore even our children and grandchildren. And we will keep on pushing that agenda.”

The civil society agenda item aimed to allow NGOs to attend land COP negotiations, as they do at climate COPs, and included terms of reference for an Indigenous Peoples Caucus.

A representative of Indigenous Peoples told the COP’s closing plenary meeting that the group had “deep disappointment that the agenda of this COP has removed the dedicated space for indigenous peoples”. “We cannot restore the land while removing the voices of those who care for it,” she said.

On Tuesday, the UNCCD’s deputy head Andrea Meza was asked about Indigenous Peoples’ participation. She said that the blocking of “one agenda item” is “generating uncertainty in the progress” towards creating caucuses for Indigenous Peoples and for Local Communities within the talks.

Because of the “complex geopolitical situation” making it hard to obtain consensus, coalitions of the willing have become more important, she added.

Mining out, money in

Outside the formal negotiations, the summit was marked by a focus on the strongly Mongolian issues of the role played by pastoralists and rangelands like grasslands, as well as mining, in both degrading and restoring land.

Part of the conference was sponsored by Australian mining company Rio Tinto and its local partner Oyu Tolgoi. Their presence was protested by campaigners wearing T-shirts calling on the companies to “stop wasting drinking water” and to “get out of Mongolia”.

A campaigner protests at COP17 on Thursday (Photo by IISD/ENB | Anastasia Rodopoulou)

The UNCDD and others praised the success of the summit in raising more finance for land restoration. The COP saw institutions like the Asian Development Bank and Global Environment Facility pledge money to combat land degradation, with the UNCCD estimating that $645 million of new commitments were made.

An estimated $355 billion a year is needed through 2030 to meet global land restoration commitments, compared with around $77 billion currently invested. Private finance accounts for only around 6% of global investment, according to the UNCCD.

UNCCD chief scientist Baron Orr told a press conference that many of the announcements were public-private partnerships that use government money to “even the playing field” for companies that want to protect land, in a bid to ensure they are not disadvantaged compared with those that do not.

Such partnerships are a “huge opportunity”, he said, especially as “we’re not in a moment of public finance – public finance is tight in every country.”

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Pacific islands seek backing for new regional fund ahead of COP31

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Burdened by rising fuel import costs and an “ocean crisis” of record-breaking heat, Pacific island nations are seeking to build support for a new regional fund ahead of COP31, intended to channel investment into renewable energy, community resilience and ocean protection, experts said.

Leaders from the 18-member Pacific Islands Forum (PIF), including Australia and New Zealand, are expected to issue a call for global pledges to the Pacific Resilience Facility (PRF) at a high-level meeting this coming week in Palau, seeking to build a new model for financing climate action.

The new regional fund was formally launched in May this year and is meant to “serve communities at a community level”, swiftly channelling investments for their projects on the ground, according to Fiji’s assistant minister for foreign affairs, Lenora Qereqeretabua.

“We are expecting pledges for the PRF, and these funds will go to communities that apply,” she told journalists at an online briefing. “We have organised it in such a way that it makes our application processes much, much easier than applying for global funding.”

Qereqeretabua added that she expects that PRF funds will be “utilised by communities to protect themselves from climate change and the effects of climate change.”

The Pacific Islands Forum meeting is expected to shape the region’s priorities ahead of this year’s pre-COP, hosted by Fiji and Tuvalu, and COP31, which will be co-led by Australia and Türkiye.

At COP31, a dedicated session on the climate finance needs of small island states will seek to drive pledges into the PRF. The fund has so far received about $172 million in capital – with about $67 million coming from Australia – and aims to close the year with $500 million.

    Ocean heat and fossil fuel shocks

    Leaders from the Pacific will meet in Palau from Sunday amid an “ocean crisis” of record-breaking ocean heat caused by this year’s “super El Niño”, according to Kevin Chand, Pacific ocean policy director at National Geographic’s Pristine Seas conservation project.

    Leaders at the PIF are expected to put forward commitments towards new marine protected areas, which will be key for shielding ecosystems from future climate extremes, Chand said. The forum is expected to issue a statement on the need for ocean action at COP31, and announce commitments towards reaching the global goal of protecting 30% of the planet’s land and sea ecosystems by 2030.

    Rising ocean heat could lead to food insecurity and lost government earnings in the region, as key fish stocks like tuna start migrating away from their coastline in search of colder waters, said Coral Pasisi, director of climate change and sustainability at the Pacific Community (SPC).

    Climate shocks are deepening existing economic pressures, as Pacific nations have spent up to a quarter of their GDP on fossil fuel imports due to the war in Iran, according to a recent report by the University of New South Wales (UNSW) in Australia.

    Wesley Morgan, one of the study’s authors, told journalists that partner nations “ought to be putting their money where their mouth is”, and should support the energy transition in the Pacific by covering the upfront costs of switching from polluting diesel to solar power, batteries and electricity grid upgrades.

    China keeps Indonesia’s battery dream afloat but future less certain

    Given the increase in climate-related shocks and sea-level rise, the PIF should also mention the need to phase out fossil fuel extraction and consumption, said Sindra Sharma, international policy lead at the Pacific Islands Climate Action Network (PICAN).

    Last year’s COP30 failed to deliver a global roadmap on transitioning away from fossil fuels, which led to a group of countries – including several Pacific island nations – pursuing their own fossil fuel phase-out summit in Santa Marta, Colombia. Next year’s conference will be hosted by Tuvalu and co-chaired by Ireland, which should also receive backing from the PIF, Sharma said.

    Both the chairs of the Santa Marta coalition and the Australian COP31 co-presidency have vowed to continue a push for this topic to be discussed at COP31.

    A drought response brigade in Tuvalu in 2020
    A drought response brigade in Tuvalu in 2020. (Photo: Pacific Community)

    New fund to test allies

    As local communities in the Pacific struggle to access global climate funds, the PRF’s planned model for quick, direct disbursements has “very solid and good” intentions, Sharma said, but it will need political and financial backing from donor countries.

    “The proof is going to be when the fund actually starts operating and delivering to communities,” she added. “If there is too much bureaucracy in being able to access the funds, for example. These things will have to be scrutinised.”

    The facility aims to deliver funds in two categories: one for climate adaptation and “disaster resilience”, and another for social and community resilience that includes areas like community capacity-building, education, data analytics and financial management, among others. It will launch its first call for proposals at the PIF.

    Morgan added that Australia will need to “leverage global interests” so that funding is directed to the Pacific Resilience Facility “or else the Pacific won’t be able to trust Australia as a partner”. The country ratified the PRF treaty in May, triggering its entry into force.

    “The perception [of Australia] in the region is genuinely divided, and it’s worth being honest about it,” Sharma said, adding that the pre-COP31 in Fiji, which is usually limited to a technical space for negotiations, will determine how meaningful Australia’s advocacy for the Pacific can be.

    This time, Pacific nations want to use the pre-COP in early October as an opportunity to demonstrate the challenges their largely low-lying islands face and to advocate for their political priorities, including a renewed global effort to limit global warming to 1.5C by cutting emissions faster and deeper. World leaders are due to visit Tuvalu to experience the frontline of rising sea levels, although Australia and Fiji have yet to confirm who will attend.

    “In Bonn, Australia was largely missing on the negotiated outcomes that we so urgently need to see. It’s not enough to get Pacific priorities on the agenda. Agenda placement is not delivery,” Sharma added.

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    Climate change exposes 580 million children to 20 extra ‘heat-stress days’ every year

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    More than 40% of children under the age of 10 globally are already experiencing at least 20 additional “heat-stress days” due to climate change.

    This is according to a new attribution study, published in Science Advances, which combines climate models with demographic data to assess the age groups and regions that are exposed to the most hot, humid days.

    The study finds that children up to the age of nine already face more additional heat-stress days globally as a result of climate change than any other age group.

    It adds that south Asia and west Africa are recording the greatest childhood exposure to dangerous levels of humid heat – largely because these regions have a rapidly growing population with the highest proportion of young children.

    As the climate warms, children will continue to be more exposed to heat stress than any other age group, the paper warns.

    The lead author of the study tells Carbon Brief that the findings should inform discussions about climate justice, noting that children in developing countries “have contributed the least to historical greenhouse gas emissions”.

    Humid heat

    High temperatures can be deadly. For example, the heatwaves that swept across Europe in the summer of 2026 have been linked to tens of thousands of “excess deaths”.

    A prominent 2021 study found that children born in the 21st century will be exposed to more extreme weather events in their lifetimes than their parents and grandparents.

    Four years later, a study conducted by scientists from the same team found that more than half of children born in 2020 – around 62 million people – will experience “unprecedented lifetime exposure” to heatwaves, even if warming is limited to 1.5C.

    Now, the latest research from the same team finds that children already face greater exposure to dangerous levels of humid heat than adults as a result of human-caused climate change.

    Extreme heat is particularly dangerous when combined with high humidity. In hot weather, the human body produces sweat to cool itself down. However, as humidity increases, sweating becomes less effective.

    The study uses wet-bulb globe temperature – a measure of temperature that takes humidity and wind into account – to calculate heat stress. It defines a “heat-stress day” as any day with a wet-bulb globe temperature above 28C, as this is considered the threshold for “moderate heat stress”

    The authors then use climate models to simulate global temperature patterns in the present-day climate. (The authors use the climate of 2023, in which human activity has caused 1.3C of warming, to represent the “present-day”.)

    They then count the number of heat-stress days that each country records on average, per year. The authors then repeat this exercise, simulating a pre-industrial climate without human-caused warming.

    By comparing the number of heat-stress days in the present-day climate with the number in a pre-industrial climate, the authors can determine how many extra heat-stress days were driven by climate change. They refer to these as “extra” or “attributable” heat-stress days.

    The authors find that “low-latitude” countries, located in the tropics, record the most extra heat-stress days.

    For example, the paper finds that people living in Côte d’Ivoire currently face 112 heat-stress days every year. It adds that around half of these are due to human-caused climate change.

    In contrast, Germany sees only 0.1 heat-stress days per year in today’s climate on average, which is largely attributable to human-caused climate change.

    Rosa Pietroiusti, a PhD student at Vrije Universiteit Brussel and lead author on the study, explains why this number may seem lower than expected.

    She tells Carbon Brief that the paper “really focuses on humid heat, at levels that are relatively rarely felt in Europe”. She adds:

    “Our data also doesn’t capture the urban heat island effect, due to the resolution of the data we use, which also would lead to underestimations of heat stress locally, and lead to a mismatch with what people are experiencing at local scales, particularly in cities.”

    Inequality

    Extreme heat affects some people more severely than others. Children, people over 65 and those with pre-existing medical conditions or certain disabilities are among the most vulnerable. This is because their bodies are less able to regulate their temperature.

    The authors use gridded demographic data to determine the age structure of each country. From this, they calculate how many people from each age cohort are exposed to extra heat days as a result of climate change.

    The research finds that globally, 583 million children under the age of 10 already live through at least 20 attributable heat days every year. This accounts for 44% of all children in this age bracket.

    In comparison, 190 million people aged 60-69 face at least 20 attributable heat days per year, accounting for 30% of this age cohort.

    The authors find that children face the greatest exposure to humid heat for two main reasons.

    First, there are more young people alive today than older people, with 1.3 billion children aged under 10 in the world, compared to 0.6 billion people aged 60-69.

    Second, they find that countries in Africa and Asia typically have rapidly growing populations with more young children. In contrast, many countries in the northern hemisphere – which are typically cooler – have older populations.

    The map below shows how many extra stress heat days each country currently faces as a result of human-caused climate change. Darker reds indicate a higher number of attributable heat days. The blue circles show the percentage of the population under the age of 10, with larger circles indicating a higher percentage.

    Map of the world showing the number of extra heat days faced by the global population at present-day warming levels as a result of human-caused climate change. Source: Pietroiusti et al (2026).
    The number of extra heat days faced by the global population at present-day warming levels as a result of human-caused climate change. Source: Pietroiusti et al (2026).

    Warming world

    The authors also repeat their analysis for a 1.5C and 2C warmer world. They use population estimates from the SSP2 scenario, which projects that the world’s population will peak at more than nine billion in the second half of the 21st century, with most growth occurring in low-latitude regions – especially in sub-Saharan Africa.

    The research finds that, in today’s climate, 11% of all under 10s currently experience 100 or more extra heat-stress days per year due to climate change. In worlds warmed by 1.5C and 2C, the percentage rises to 13% and 23%, respectively.

    In contrast, only 6% of all people aged 60-69 currently face 100 or more extra heat-stress days each year due to climate change. This number rises to 9% and 17% for 1.5C and 2C worlds, respectively.

    These results are shown in the plot below. The three rows represent the climates of 2023 (top), a 1.5C world (middle) and a 2C world (bottom). The columns show different age cohorts, from the oldest on the left to the youngest on the right.

    Each circle contains 100 coloured dots, with each dot representing 1% of the age cohort.

    The colour of the dot represents exposure to annual heat-stress day, with darker dots indicating more heat-stress days. Grey dots mean that people experience fewer than one extra heat-stress day per year due to human-caused climate change, while black dots mean more than 150 extra heat-stress days due to climate change.

    The figure shows that higher warming levels expose more people to heat stress and that younger cohorts tend to be worst affected.

    For example, the top-right circle represents heat stress for under 10s in the present-day climate. Three of these dots are coloured black, indicating that 3% faced at least 150 attributable heat-stress days in 2023.

    Attributable days of heat stress for different age cohorts (columns), at different warming levels (rows). Each circle contains 100 coloured dots, with each dot representing 1% of the age cohort. Darker dots indicate more heat-stress days. Source: Pietroiusti et al (2026).
    Attributable days of heat stress for different age cohorts (columns), at different warming levels (rows). Each circle contains 100 coloured dots, with each dot representing 1% of the age cohort. Darker dots indicate more heat-stress days. Source: Pietroiusti et al (2026).

    Pietroiusti tells Carbon Brief the study uses wet-bulb temperature because it is a “well-established heat stress metric”. However, she notes that it was not “explicitly defined to focus on children”. She continues:

    “A really important step forward in the research community would be to link up climate science and health science experts to do research on what metrics are really most representative of, for example, health impacts and educational impacts that children will be suffering.”

    Vulnerability

    Dr Qinqin Kong, a postdoctoral researcher at the departments of medicine and health policy at Stanford University, who was not involved in the study, praises its “robust” methodology.

    He tells Carbon Brief that the research provides “a timely quantitative evidence for discussions of climate justice, children’s rights and intergenerational equity”.

    However, Kong suggests that the paper “may overstate the contrast between children and the elderly and underestimate the relative burden of older adults”.

    He says:

    “The elderly may also be more vulnerable due to their social circumstances. Children often benefit from parental supervision and caregiving, whereas many older adults live alone, have limited mobility and face barriers to accessing cooling or emergency assistance during heat events.”

    Kong also notes that “people and societies in the mid-latitudes [for example, across much of Europe and North America] are less adapted to heat”, which may make them vulnerable to its impacts.

    For example, he says that Europe “shows substantially stronger relative risk of heat mortality likely due to less heat-acclimatised populations, lower air conditioning prevalence and urban designs that don’t favour heat dissipation”.

    Similarly, Dr Daniel Vecellio – a researcher at the University of Nebraska, who was not involved in the study – tells Carbon Brief that children are an “understudied cohort”.

    However, he says there is “reason for hope” because “children are typically pretty good behavioural adapters to extreme heat” and because people who are “chronically exposed to extreme heat” will “have a better chance at better acclimatisation”.

    Pietroiusti tells Carbon Brief that global reporting on heatwaves is often skewed towards wealthier nations.

    For example, she notes that large-scale databases of disasters, such as EM-DAT, often underrepresent heatwaves in Africa, due in part to a lack of news coverage and formal reporting. She adds:

    “Studies like this, which start from the climate data, can start to fill some of these gaps.”

    She adds that the paper should inform discussions about climate justice, noting that children in developing countries, who are most severely affected by the increase in heat-stress days, “have contributed the least to historical greenhouse gas emissions”.

    Pietroiusti, R. et al. (2026) Age-specific exposure to human-induced increases in humid heat, Science Advances, doi:10.1126/sciadv.aeb3232

    The post Climate change exposes 580 million children to 20 extra ‘heat-stress days’ every year appeared first on Carbon Brief.

    Climate change exposes 580 million children to 20 extra ‘heat-stress days’ every year

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