China has said that hydrogen is a key “future industry”, important to both its energy transition and its industrial policy.
Hydrogen frequently goes through hype cycles, most recently driven by rising oil and gas prices due to the conflict in the Middle East.
Yet, even in China, the world’s largest producer and consumer of the fuel, hydrogen remains expensive and inefficient to produce.
This is especially the case for “green” hydrogen derived from renewables.
Moreover, there is limited supporting infrastructure and there is little incentive to use hydrogen over other energy sources.
As a result, uptake in China of hydrogen as an alternative fuel remains low.
Nevertheless, these challenges echo the early circumstances of another key clean-energy technology – electric vehicles (EVs).
In China, EVs benefited from a policy environment that included consistent signals of support, financial aid and the development of supporting infrastructure.
Many similar policies are now being deployed – and in some cases improved upon – to support the development of China’s hydrogen industry.
This article examines China’s approach to developing hydrogen and how its evolving industrial policy could make the fuel viable.
How is China using hydrogen and where does it come from?
Electrification and rising installations of solar and wind power have been the biggest drivers of China’s decarbonisation story so far. However, how China will address the more energy-intensive, hard-to-electrify segments of its economy remains an open question.
Hydrogen is seen by some in China as a potential solution for reducing emissions in a range of “hard-to-abate” industries, from steel and chemicals to aviation and shipping.
The country is the world’s foremost producer and consumer of hydrogen. It produced 36.5m tonnes of the gas in 2024, with maximum production capacity standing at 50m tonnes that year.
It also consumed nearly a third of the world’s hydrogen in 2024, as shown below.

Most of China’s production capacity is in regions with potential for high demand, such as Shandong, Inner Mongolia, Shaanxi, Ningxia, Shanxi and other provinces with significant heavy industry.
In 2024, the vast majority of China’s hydrogen – around 78% – was produced using fossil fuels, predominantly coal and gas, as shown in the figure below.
Another 21% was produced as an industrial by-product, while only 1% – just 320,000 tonnes – was derived from renewable-powered electrolysis of water.

One study found that, for every kilogram of hydrogen produced, 38.6kg of carbon dioxide (CO2) is emitted if the hydrogen is produced using coal-fired power. Hydrogen made through coal gasification results in 28.5kg of CO2 for every kilogram of hydrogen, while gas-based hydrogen creates 13kg of emissions.
By contrast, one kilogram of renewables-based hydrogen results in 0.5kg of CO2.
The International Energy Agency (IEA) calculates that hydrogen and hydrogen-based fuels could help China avoid close to 16bn tonnes of CO2 cumulatively by 2060 – but only if it comes from low-carbon sources.
The biggest reductions, it adds, would come from heavy industry, particularly chemicals and steel, with the maritime and shipping sectors also seeing some benefit.
Currently, around half of the hydrogen produced in China is used in synthetic ammonia and methanol production.
Ammonia is primarily used to manufacture fertiliser and is seen as a possible fuel technology for shipping. Methanol is used as a fuel for the transport industry, as well as for heating.
Another quarter of China’s current hydrogen usage is consumed by the oil refining and coal-to-chemical sectors. The remaining amount is used in other industries, including transport, heating and metallurgy.
What are the barriers to scaling up hydrogen?
Although China is the largest producer and consumer of hydrogen globally, the industry faces several barriers to becoming a viable clean-energy technology.
Agora Energiewende, a thinktank focused on the energy sector, says that, in order to make hydrogen a practical clean-energy solution, China would need to expand the scale and range of its application, as well as improving the conversion efficiency of production and use.
Both BloombergNEF and the IEA highlight the importance of China creating demand for hydrogen, such as through quotas for industrial usage.
Hydrogen “suffers from a relatively large efficiency loss during various conversion processes”, adds Agora. For example, it notes that only around 22% of the energy put into hydrogen fuel-cell electric vehicles (FCEVs) is converted into motion, compared to 73% for battery electric vehicles. Producing hydrogen with renewable energy is also less efficient than coal-to-hydrogen processes.
Cui Chuansheng, technical director at East China Engineering Science and Technology, tells state news agency Xinhua that the variability of wind and solar power often leads to low utilisation of electrolysers, resulting in “efficiency losses”.
Meanwhile, the cost of producing hydrogen – particularly green hydrogen – remains high.
One study placed the cost of hydrogen produced through alkaline water electrolysis (AWE), the most common method for producing green hydrogen in China, at $4-6 per kilogram, compared with $1.20-2.50/kg for steam methane reforming and $1.30-2 for coal gasification.
In some specific cases, such as blending hydrogen with gas, researchers find that hydrogen prices would need to fall to one-third of gas prices to incentivise uptake.
These constraints are all “interdependent”, Kevin Tu, managing director of Agora Energy China, tells Carbon Brief, with the need to ensure “bankable demand” while also reducing costs and developing infrastructure. He adds:
“Without credible offtake in the right sectors, costs will not fall; without lower costs and better logistics, downstream users will not commit.”
The IEA says that green hydrogen “could become cost-competitive by the end of this decade due to low technology costs and cost of capital”.
For now, however, the China Hydrogen Bulletin Substack reports that China’s four listed hydrogen equipment manufacturers all reported significant losses in 2025.
Meanwhile, a senior executive at a Chinese hydrogen company told economic news outlet Jiemian that he expected 40% of companies in the sector to have closed down by the end of 2026, with surviving companies only turning a profit in 2029 at the earliest.
The industry also lacks refueling and pipeline infrastructure. China’s development of a pipeline network for hydrogen remains in its early stages, with around 400km of pipelines currently in operation. By contrast, its long-distance gas network stands at 128,000km. Similarly, storage remains expensive and inefficient, creating a further obstacle to wider uptake.
How is China supporting hydrogen development?
China began considering the use of hydrogen as an energy source in earnest in the early 2000s, to address concerns around pollution and dependence on imported oil for the transport sector.
A clearer signal of its importance came in 2015, when the State Council included the technology in a 10-year national industrial strategy known as the “Made in China” initiative. This pitched hydrogen as a way to contribute to electrification of China’s road-transport system through the development of FCEVs.
Yuki Yu, founder of research firm Energy Iceberg, tells Carbon Brief that, from 2018-2021, hydrogen was treated as a “FCEV and manufacturing technology challenge”.
This has since evolved, she says, given that battery electric vehicles have emerged as the more popular technology.
Shen Xinyi, senior advisor at the Centre for Research on Energy and Clean Air (CREA), agrees, telling Carbon Brief that recent policy documents suggest the aim is now for hydrogen to be targeted at areas where direct electrification is harder, such as hydrogen-based chemicals, hydrogen metallurgy and some heavy-duty transport applications.
This is in line with the “hydrogen ladder”, an analysis of how likely different possibilities for applying hydrogen as a clean alternative are to become significant. The ladder sees significant future use of hydrogen in these hard-to-electrify areas as much more likely than for light vehicles.
Notable policy moves are being made in “three layers”, says Agora’s Tu, which are combining to improve the technology’s chances of scaling up. These are: the “legal and institutional” layer; “application-oriented” policies; and targeted measures to address “practical bottlenecks” at the local level.
One of the documents underpinning this pivot was the “medium- and long-term plan for the development of the hydrogen energy industry (2021-2035)”, issued in March 2022.
According to a report by the National Energy Administration (NEA), the plan is an attempt to develop an “industrial ecosystem” for hydrogen that features “diverse stakeholders, coordinated innovation and clustered development”.
The plan was the first government document to “lay out a long-term vision for China’s hydrogen economy”, unifying a previously disparate policy push into one document, according to the Oxford Institute for Energy Studies, a UK-based thinktank.
Following on from the 2022 plan, the importance of hydrogen as a broad clean-energy solution has been emphasised in a number of policies. These include its classification being changed from a hazardous chemical to an energy carrier in China’s Energy Law, a 2024 action plan to “accelerate” the use of low-carbon hydrogen in industry and a new pilot scheme offering subsidies for projects that achieve specific targets.
The table below sets out the timeline and content of China’s hydrogen-related policies over the past 25 years.
| Policy | Year published | Key features |
|---|---|---|
| 10th five-year plan (2001–2005) | 2001 | Calls for “actively developing” low-emission vehicles, understood to include hydrogen vehicles |
| Made in China 2025 | 2015 | Pledges to “continue to support” development of fuel cell vehicles and “master core technologies” for low-carbon vehicles |
| Notice on implementation of demonstration projects for fuel cell vehicles | 2020 | Creates a dedicated subsidy programme for finding breakthroughs in FCEV core technologies and industrial applications |
| 14th five-year plan (2021-2025) | 2021 | Hydrogen listed as a future industry |
| Medium- and long-term plan for the development of the hydrogen energy industry (2021–2035) | 2022 | Aims to reach 100,000-200,000 tonnes of green hydrogen production [this target has been met]. Also aims to get 50,000 FCEVs on the road by 2025, leading to a “diversified” hydrogen industry by 2035 |
| Opinions on accelerating the comprehensive green transformation of economic and social development | 2024 | Promotes further development of hydrogen production, transport, storage and applications |
| Implementation plan for accelerating the application of clean and low-carbon hydrogen in the industrial sector | 2025 | Outlines tasks to promote use of low-carbon hydrogen to reduce emissions in heavy industries, such as steel and chemicals |
| Energy law | 2025 | Sees hydrogen included in national legislation for the first time, re-classifies it from a hazardous chemical to an energy carrier |
| 15th five-year plan (2026-2030) | 2026 | Again lists as a future industry, and calls for the development of green fuels derived from green hydrogen |
| Notice on the implementation of pilot projects for the comprehensive application of hydrogen energy | 2026 | Provides subsidies to projects to reduce hydrogen costs to 15-25 yuan/kilogram ($2.20-3.67/kg) and help develop a fleet of 100,000 FCEVs |
Key policies in the development of China’s hydrogen sector.
In addition, the NEA said in 2025 that local governments across China had issued more than 560 hydrogen-related energy policies by the end of 2024.
Tu notes that these local policies cover everything from permitting reforms and pipeline planning to exempting FCEVs from paying road toll.
Different provinces across China adopt distinct strategies for developing hydrogen industries, based on local conditions, says the US-based Center on Global Energy Policy, such as energy mix, availability of coal and industrial needs.
However, these local policies and targets are frequently more ambitious than the “conservative” national-level targets, it adds.
Could a new pilot programme boost hydrogen’s prospects?
A new pilot programme, announced in March 2026, aims to commercialise the country’s hydrogen industry by funding projects to reduce the cost of the fuel to 15-25 yuan/kilogram ($2.20-3.67/kg) by 2030, as well as other targets.
Unlike the 2020 subsidies, which focused on FCEVs, the new programme reaffirms China’s interest in a broader series of sectoral applications for hydrogen, including in clean heating, production of low-carbon iron and steel, and production of “green fuels” and other chemicals.
This new pilot is the “strongest financial instrument ever released for China’s green hydrogen application” in terms of creating a comprehensive hydrogen policy that covers a broad swathe of the economy, supporting it with financial backing and targeting application scenarios, Yu says.
However, she argues that strict grant caps – 240m yuan ($35m) per project and 1.6bn yuan ($235m) per selected region across only five regions – limited the overall funding scale available to the industry.
Energy Iceberg has calculated that only around 60-70 projects nationally could receive funding under the current rules, out of more than 670 active green hydrogen proposals in China.
Shen agrees that the pilot programme is significant and that it will expand the use of hydrogen in China’s climate strategy, particularly green hydrogen.
She notes a provision that “explicitly states that coal-based ammonia and methanol projects cannot be labelled as ‘green’ ammonia or methanol”, suggesting that policymakers are increasingly paying attention to the “integrity” of definitions for hydrogen and hydrogen-derived fuel.
The “real value” of the pilot scheme, says Tu, is that it focuses on developing “integrated city-cluster ecosystems linking supply, transport, infrastructure and end-use demand”, rather than only supporting individual projects.
This “should help identify viable business models, accelerate cost discovery and concentrate support on applications with stronger scale potential”, as well as boost investor confidence, adds Tu.
However, he continues that the broader effect it will have on boosting production of hydrogen will “depend on how quickly the selected clusters can translate the programme into real offtake and lower delivered hydrogen prices”.
How does this compare to China’s EV policy push?
The debate around the viability of hydrogen is reminiscent of critiques of EVs.
Until recently, EVs were seen as too expensive for consumers, inefficient and challenging to use without supporting infrastructure. As a result, many western automakers chose to temper their focus on EVs, while continuing to develop internal combustion engines.
However, China has managed to develop a competitive EV industry with products that top global sales.
Part of the playbook that spurred China’s success on EVs included consistent policy signalling in favour of the technology, including mentions in high-level documents and committing resources to building charging infrastructure.
“The defining features of China’s industrial-policy success are its persistence and adaptability,” says Kyle Chan, fellow at the Brookings Institution, adding that “long before the technology and economics of EVs and batteries were proven, China was making long-term investments and policy bets [in the sectors]”.
More tangible measures included direct and indirect subsidies and policy support in the shape of favourable loan rates and low-cost land. One estimate by US-based thinktank the Center for Strategic and International Studies (CSIS) pegs the amount of support allocated to the EV industry between 2009-2023 at $230.9bn.
This coupled with the success of private Chinese manufacturers in creating innovative, nimble companies that “forc[ed] policymakers to adapt”, as well as growing links between the automotive and information technology industries, according to a separate CSIS report.
But this progress on EVs also reportedly came with significant fraud. In 2016, one investigation found that 33 companies were involved in subsidy fraud totalling 9.2bn yuan ($1.3bn).
(It should also be noted that profitability in the industry lags far behind the average for downstream industrial sectors, according to the Hong Kong-based South China Morning Post, which says that “only a handful” of nearly 50 EV makers have reported profits.)
Being the subject of an industrial policy push alone does not guarantee success, states CSIS. It says the strength of the EV industry “was neither inevitable nor the result of a single master plan” and that China’s aims to develop globally-competitive industries in areas such as commercial aviation remain unaccomplished.
China’s approach to hydrogen has been markedly different.
Instead of offering blanket subsidies, the fuel cell demonstration programme it established in 2020 focused on performance-based rewards.
To avoid the subsidy issues seen in the solar and EV industries, the ministry of finance deliberately chose this indirect funding model, says Yu.
However, Yu argues, the programme did not work as well as hoped, due to the funding ceiling and the siloed attempts made by different regional governments to develop hydrogen ecosystems .
But Chinese policy thinking is becoming more selective and pragmatic for hydrogen compared with EVs, says Shen. She says:
“Electrification remains the primary decarbonisation pathway [for road transport], while hydrogen is increasingly positioned for applications where direct electrification is more difficult.”
Tu echoes this, adding that China is “clearly moving toward a more supportive policy environment for hydrogen”.
But its approach is “unlikely to replicate the EV story one-for-one”, he adds.
China’s concerted hydrogen push is also unlikely to echo the EV story at a global level, according to the IEA.
In terms of green hydrogen, around 60% of global electrolyser manufacturing capacity is currently in China, prompting concerns from the EU about a repeat of China’s global dominance in the solar and EV sectors.
However, the IEA says, electrolysers made in China “might not supply other markets at scale in the short term”, due to difficulties transporting the bulky technology globally, expectations that costs will only fall gradually, uncertainty around global demand and questions over how well Chinese electrolysers perform against global alternatives.
China’s industrial focus on hydrogen is centred more on domestic use, Shen argues. “It is less about near-term export competitiveness and more about building domestic industrial ecosystems,” she says.
The post Q&A: Can China turn hydrogen into its next clean-energy industry? appeared first on Carbon Brief.
Q&A: Can China turn hydrogen into its next clean-energy industry?
Climate Change
Interview: COP31 president says electrification is ‘surest way to protect citizens’
Last month, COP31 president-designate Murat Kurum launched a target for 35% of the world’s final energy to come from electricity by 2035.
In an interview with Carbon Brief, Kurum says that the target was not a political choice, but instead reflects the latest evidence on “what is needed to keep 1.5C within reach”.
The ongoing Hormuz crisis means there is an “urgent” need for renewables and electrification, which are the “surest and cleanest way to protect citizens” from high energy prices.
Kurum says that the Brazilian and Ethiopian presidencies of COP30 and COP32, as well as the EU, UK and Canada, have welcomed the target.
He adds that “all have confirmed it will be central to discussions at COP31”.
In the interview, Kurum – who is also Turkey’s minister of environment, urbanisation and climate change – tells Carbon Brief where the target came from and what he expects to happen next.
Carbon Brief: You recently launched a target for 35% of the world’s final energy to come from electricity by 2035. Where did this idea come from?
Murat Kurum: The “35 by 35” target is grounded in technical data and based on the IEA [International Energy Agency] and IRENA [International Renewable Energy Agency] analysis of what is needed to keep [the 1.5C Paris Agreement target] within reach. The level was not chosen politically. Rather, it reflects what the science and the energy modelling tell us is required.
CB: Why do you think an electrification target is important right now?
MK: The case for the target is urgent right now. The latest war in the Gulf has made energy diversification – and, in particular, renewable energy transition and electrification – a top global priority, because it is the surest and cleanest way to protect citizens around the world from high and volatile energy prices.
At a time of real fragmentation in international relations, a single, shared target is needed to focus global efforts by aligning governments, businesses and investors behind a common benchmark and to send a clear market signal.
CB: Which countries are supporting this target so far?
MK: The reaction so far has been extremely positive and, while we presented our target at the UN June climate meetings in Bonn, our earlier conversations with parties at both the Petersberg and Copenhagen climate dialogues paved the way for this launch.
For example, the EU, UK, and Canada have welcomed the target, as have the Brazilian COP30 and Ethiopian COP32 presidencies. All have confirmed it will be central to discussions at COP31.
This support has been reflected in the business community as well, with polling by the We Mean Business Coalition showing that 90% of businesses expect to have largely electrified their operations by 2035 and that 88% expect electrification will make their business more competitive.
CB: How do you hope and expect to see this taken forward at the COP? Could it be in the formal COP outcomes, or part of the second global stocktake?
MK: We are now taking electrification forward as an “action agenda” initiative to bring actors together and drive progress. The action agenda and the [formal COP] negotiations are separate, but complementary, with different processes and thresholds, and it is too early to say what all countries might be able to agree in the negotiations. That is for parties to determine as the year progresses.
We are focused and determined to use COP31 as a moment to spark a global conversation about electrification.
CB: What are the key priorities for reaching the target?
MK: The critical sectors for reaching the target are buildings, transport and industry, which together account for around 45% of global emissions. Financial support for the developing world and investment in grids and infrastructure is also crucial.
The target also builds on COP28’s target to triple renewable energy capacity and seeks to take advantage of the tumbling cost of renewable power and other technologies critical to the energy transition. This is a journey that Turkey itself is taking ambitious steps on, including our plan to reach 120GW [gigawatts] of renewable capacity by 2035.
This interview was first published in the 10 July 2026 edition of Carbon Brief’s DeBriefed weekly newsletter. Sign up for free.
The post Interview: COP31 president says electrification is ‘surest way to protect citizens’ appeared first on Carbon Brief.
Interview: COP31 president says electrification is ‘surest way to protect citizens’
Climate Change
DeBriefed 10 July 2026: Deadly Europe heat | EU electrification leak | COP31 president interview
Welcome to Carbon Brief’s DeBriefed.
An essential guide to the week’s key developments relating to climate change.
This week
‘Catastrophic’ climate impacts
RECORD HEAT: Western Europe experienced its hottest June on record – some 3C above average – according to analysis covered by the Guardian. It said the finding came “as the UK enters its third heatwave of the year and wildfires ravage France and Spain”. Le Monde said 10,000 people had been evacuated due to wildfires in southern France.
‘EXCESS DEATHS’: The June heatwave killed more than 2,700 people in France, according to a guest post analysis for Carbon Brief. Similar analysis for Germany said there had been more than 5,000 “excess deaths”, reported Bloomberg. Meanwhile, an ongoing heatwave in the US has killed at least 30 people, said USA Today.
STORM TEST: Floods have killed 39 people in Guangxi province in southern China, said state-run newspaper China Daily. Scientists warned that climate change and the weather phenomenon El Niño are exposing China to “catastrophic storms” that will test its resilience in 2026, reported Reuters. The nation’s latest official climate report found that “extreme weather and climate events…have become more frequent and severe”, said China National Radio.
Around the world
- EU ELECTRIFICATION: The European Commission is set to unveil a 2040 target for EU electrification on 17 July, reported Bloomberg. Citing a leaked draft, it said the plan would aim to cut oil use in half and gas use by two-thirds.
- PEAKING PLAN: China has published an “action plan” for peaking emissions during the 15th five-year plan period to 2030, reported Xinhua. It lists targets including “new energy vehicles” making up 30% of cars on the road by 2030, said Reuters.
- CLIMATE ‘FLAT EARTHER’: The Trump administration has appointed Matthew Wielicki, described by Politico as a “climate critic”, to lead the office in charge of the US national climate assessment. Common Dreams quoted a scientist describing the move as “like putting a flat-earther in charge of NASA”.
- UGANDAN SUIT: A group of farmers from Uganda have launched a legal suit in London against the East African oil pipeline, according to Climate Home News.
23%
The share of Irish electricity used by data centres in 2025, reported the Irish Times.
2%
The share of global electricity used by data centres in the same year, according to Carbon Brief analysis of the Energy Institute statistical review.
Latest climate research
- Meltwater from the western Himalayan glaciers will peak at around 2C of warming, before declining at higher warming levels | Environmental Research Letters
- Current coral restoration efforts may be unsuitable for temperate reefs, including those in the Mediterranean | Nature Ecology & Evolution
- People tend to underestimate the level of “broad public support” for climate action | Nature Climate Change
(For more, see Carbon Brief’s in-depth daily summaries of the top climate news stories on Monday, Tuesday, Wednesday, Thursday and Friday.)
Captured

Carbon Brief explained – via eight facts – why air conditioning rates in some parts of Europe are relatively low, as the technology emerges as a new front in the global “culture war” over climate action. Analysis for the article illustrated that, in many parts of the world’s fastest-warming continent, air conditioning simply was not needed in the past.
Spotlight
COP31 president speaks to Carbon Brief on electrification
This week, Carbon Brief interviews Murat Kurum, president-designate of the COP31 UN climate talks in November and Turkey’s minister of environment, urbanisation and climate change, on his target to boost global electrification.
Carbon Brief: You recently launched a target for 35% of the world’s final energy to come from electricity by 2035. Where did this idea come from?
Murat Kurum: The “35 by 35” target is grounded in technical data and based on the IEA [International Energy Agency] and IRENA [International Renewable Energy Agency] analysis of what is needed to keep [the 1.5C Paris Agreement target] within reach. The level was not chosen politically. Rather, it reflects what the science and the energy modelling tell us is required.
CB: Why do you think an electrification target is important right now?
MK: The case for the target is urgent right now. The latest war in the Gulf has made energy diversification – and, in particular, renewable energy transition and electrification – a top global priority, because it is the surest and cleanest way to protect citizens around the world from high and volatile energy prices.
At a time of real fragmentation in international relations, a single, shared target is needed to focus global efforts by aligning governments, businesses and investors behind a common benchmark and to send a clear market signal.

CB: Which countries are supporting this target so far?
MK: The reaction so far has been extremely positive and, while we presented our target at the UN June climate meetings in Bonn, our earlier conversations with parties at both the Petersberg and Copenhagen climate dialogues paved the way for this launch.
For example, the EU, UK, and Canada have welcomed the target, as have the Brazilian COP30 and Ethiopian COP32 presidencies. All have confirmed it will be central to discussions at COP31.
This support has been reflected in the business community as well, with polling by the We Mean Business Coalition showing that 90% of businesses expect to have largely electrified their operations by 2035 and that 88% expect electrification will make their business more competitive.
CB: How do you hope and expect to see this taken forward at the COP? Could it be in the formal COP outcomes, or part of the second global stocktake?
MK: We are now taking electrification forward as an “action agenda” initiative to bring actors together and drive progress. The action agenda and the [formal COP] negotiations are separate, but complementary, with different processes and thresholds, and it is too early to say what all countries might be able to agree in the negotiations. That is for parties to determine as the year progresses.
We are focused and determined to use COP31 as a moment to spark a global conversation about electrification.
CB: What are the key priorities for reaching the target?
MK: The critical sectors for reaching the target are buildings, transport and industry, which together account for around 45% of global emissions. Financial support for the developing world and investment in grids and infrastructure is also crucial.
The target also builds on COP28’s target to triple renewable energy capacity and seeks to take advantage of the tumbling cost of renewable power and other technologies critical to the energy transition. This is a journey that Turkey itself is taking ambitious steps on, including our plan to reach 120GW [gigawatts] of renewable capacity by 2035.
Watch, read, listen
HEATED: A Financial Times long read asked if Europe – the world’s fastest-warming continent – is “prepared for a world of extreme heat”.
LITIGATED: The Outrage and Optimism podcast spoke to Prof Joana Setzer and Catherine Higham about the latest trends in climate litigation.
‘SHATTERED’: Confidence in fossil-fuel exports via the strait of Hormuz has been “shattered”, wrote IEA chief Fatih Birol for Foreign Policy.
Coming up
- 13-17 July: Meeting of open-ended working group on the Montreal Protocol, Bangkok, Thailand
- 13-24 July: International Seabed Authority Council, Kingston, Jamaica
- 16 July: International Energy Agency critical minerals outlook 2026, online
Pick of the jobs
- Wellcome Trust, head of policy – climate and health | Salary: £84,640-£105,800. Location: London
- Financial Times, senior reporter, Sustainable Views | Salary: Unknown. Location: London
- North Texas Public Broadcasting, climate, energy and environment reporter | Salary: $70,000-$78,000. Location: Fort Worth, Texas
- Energy & Climate Intelligence Unit, head of communications and engagement | Salary: £65,000-£70,000. Location: London
DeBriefed is edited by Daisy Dunne. Please send any tips or feedback to debriefed@carbonbrief.org.
This is an online version of Carbon Brief’s weekly DeBriefed email newsletter. Subscribe for free here.
The post DeBriefed 10 July 2026: Deadly Europe heat | EU electrification leak | COP31 president interview appeared first on Carbon Brief.
DeBriefed 10 July 2026: Deadly Europe heat | EU electrification leak | COP31 president interview
Climate Change
Eight facts about air conditioning amid an overheated global debate
As successive heatwaves hit Europe, air-conditioning (AC) has emerged as a new front in the international “culture war” over climate action.
France, Germany and the UK have experienced record-breaking heat and thousands of heat-related deaths this summer, with June temperatures in many regions passing 40C.
This has drawn attention to the relatively low rates of AC use in these countries – and in Europe as a whole – especially when compared to its widespread adoption in the US.
Legacy newspapers, bloggers and even Elon Musk have all weighed in on “European hostility” to AC, criticising Europe’s “cultural conservatism” and “overbearing governments”.
Right-wing politicians, including National Rally in France and the UK Conservatives, have styled themselves as champions of AC, while opposing efforts to tackle climate change.
Missing from most of these interventions is the fact that human-caused climate change has made once-rare heat far more common, in what is the world’s fastest warming continent.
Carbon Brief analysis for this article shows that, until the 2020s, it was rare for many European cities to see days above 30C, making AC an unnecessary expense.
Here, Carbon Brief explains – via eight facts – why AC rates in some parts of Europe are relatively low, as well as clarifies and contextualises some of the misleading claims circulating about the technology.
- Much of Europe has not needed AC in the past
- AC is already widely used in hotter parts of Europe
- Some European nations have ‘resisted’ AC – but its popularity is growing
- AC emissions are growing, but its climate impact could be limited
- Heat from AC can contribute to directly warming cities
- More AC could help to reduce heat deaths in Europe
- ‘Net-zero rules’ are not blocking AC installation in the UK
- AC is not the only answer to overheating cities
Much of Europe has not needed AC in the past
AC installation rates in northern parts of Europe are very low. The best available estimates suggest that 6% of households in Germany and just 4% in England use AC.
However, these rates are largely explained by the historical climates in these nations.
Unlike the US, much of the housing stock and infrastructure in Europe was built at a time when AC did not exist and was not necessary.
Moreover, nations such as France, Germany and the UK have only started to regularly experience extreme heat in recent decades.
The chart below shows the average number of days per year, in each decade since the 1950s, when maximum temperatures have exceeded 30C in major European cities. Capitals such as London and Paris have seen a significant jump since around 2000.

Prof Jan Rosenow, an energy and climate researcher at the University of Oxford, tells Carbon Brief:
“For most of the 20th century, northern Europe simply didn’t need cooling. Homes in Britain and Germany were built to keep heat in, not out, because winters were cold and summers rarely hot.”
Much of the commentary about the relatively low rates of European AC use focuses on cultural or “ideological” factors. (See: Some European nations have ‘resisted’ AC – but its popularity is growing.)
However, Rosenow says people’s views on AC in these countries likely stem from their historically colder climates. He adds:
“Attitudes formed around those facts, not the other way round…There is a cultural element, but it is the product of climate, not of some green ideological project.”
In the past, many in Europe relied on traditional methods to keep buildings cool. Richard Black, head of communications at Climate Analytics, made this point in a post on LinkedIn:
“Once, residents of cities such as Paris could cope with summer heatwaves by opening shutters and windows during the night, and closing them again in the morning to trap the cool air inside…We’ve reached a limit to this sort of adaptation.”
Now, with Europe around 2.5C warmer than pre-industrial levels, climate change is routinely driving record-breaking heatwaves, even in the north of the continent.
This is forcing a reappraisal of societies that were “built for a climate that no longer exists”, as the UK’s Climate Change Committee (CCC) put it in a recent report.
Experts broadly agree that much of Europe will indeed need more AC, particularly in spaces housing the most vulnerable populations, such as care homes, schools and hospitals.
At the same time, they also emphasise broader, “passive” efforts to make cities and homes cooler alongside increased AC use. (See: AC is not the only answer to overheating cities.)
AC is already widely used in hotter parts of Europe
During periods of extreme heat, articles criticising “European hostility” towards the technology frequently note that “only about 20%” of households in Europe have AC.
Often, this is contrasted with the US, where more than 90% of households have AC installed. (In fact, the US is something of a global outlier, matched only by Japan.)
However, the continent-wide figure for Europe obscures the reality. In southern Europe – where temperatures are and have always been higher – AC is relatively common.
The map below, based on official EU data, shows that southern European nations use far more household energy for “space cooling” than those in the north.

Government figures show that nearly 60% of Italian households have AC. Household-level data in many countries is patchy, but various analyses have placed that figure at 70-80% in Greece and 41% in Spain – with higher penetration in the hotter, southern part of the country.
The same pattern can be seen within France. International coverage has stressed the country’s “cultural resistance to AC”, citing a nationwide figure from 2020 that suggests “only” 25% of French households have AC.
However, polling data from customers of the Hello Watt energy app suggests that there is a distinct north-south divide in French uptake. At least 60% of households in Mediterranean regions of France are equipped with AC, according to these figures.
This can be seen in the map below, with households across northern regions, including Paris, reporting far lower AC installation rates, often below 5%.

Finally, when making such comparisons to Europe, it is worth noting that high rates of AC use reported for the entire US also obscure significant differences between – and within – US states. This, too, aligns with differences in regional climate.
Hotter states in the US south have near-universal AC access. But in Washington, a north-western state with a climate more comparable to that of western Europe, 66% of people have AC in their homes.
Some European nations have ‘resisted’ AC – but its popularity is growing
International commentators have written extensively about Europe’s “longstanding resistance to cooling technology”, especially when compared to the US.
Newspaper editorials in the Washington Post and the Wall Street Journal, alongside numerous op-eds and blog posts, have added fuel to this “culture war”. Elon Musk has even promoted an AI-generated message stating that Europeans “should just install AC”.
Often, European attitudes are attributed to “guilt” about AC’s energy demand, “cultural conservatism” or “overbearing governments”. One commentator ascribed divergent attitudes in Europe and the US to “different ideas about physical suffering and sacrifice”.
Meanwhile, right-leaning commentators and climate-sceptic groups have blamed “climate policies, which view AC as an unnecessary luxury”.
In general, these critiques often fail to consider the most obvious explanation, which is that AC adoption is low in northern Europe because the historical climate made AC unnecessary.
Critical articles have instead drawn attention to restrictions on AC use in some European countries, as well as the lack of support for AC in official heatwave guidance.
For France, in particular, polling has indeed highlighted widespread disapproval of AC, both on environmental grounds and due to alleged health impacts. Such messages have also been voiced regularly in French media and by left-leaning and green politicians.
However, across Europe there are plenty of signs that such attitudes are shifting, following successive spells of extreme heat.
Amid the June heatwave, there were reports from Germany, France and the UK of “skyrocketing” AC sales. This surge was even acknowledged by the foreign ministry in China, due to the nation’s role in supplying many of these products.
The shift is taking place in politics as well. Marine Tondelier, leader of the French Green party – which has traditionally opposed AC – recently stated that “there are places where we just can’t do without AC anymore”.
Overall, AC has been on the rise across Europe, with France, Spain and the Netherlands all using more than twice as much energy for AC and other “space cooling” technologies in 2024 as they did in 2015.
AC production in Germany has also risen by at least 75% in recent years and a growing share of German homes are being built with it installed.
Notably, there is little evidence that “climate policies” are blocking Europeans from installing AC. Polling in Germany shows that, while people are concerned about environmental impacts, the high costs of installing and running it are perceived as greater barriers.
Finally, there is an important distinction between individual AC units in people’s homes and installing them in public spaces, such as hospitals, care homes and schools.
While neither is widespread in France, support for the latter can increasingly be found across the political spectrum, from Greens to the far-right National Rally (RN).
AC emissions are growing, but its climate impact could be limited
Some people have noted that a wider rollout of AC in Europe could drive up emissions.
As noted in the Financial Times by columnist and chief data reporter John Burn-Murdoch, there is a logic to this argument, “at least superficially”. He writes:
“AC uses a lot of energy; if the proposed defence against emissions-driven global warming means emitting more, then we have an obvious problem.”
The emissions impact of AC depends heavily on the generation mix of a country’s power sector.
According to the International Energy Agency (IEA), “space cooling” – mostly AC, but this does include some fans – used 2,100 terawatt-hours (TWh) of power globally in 2022.
As such, it was responsible for 1bn tonnes of carbon dioxide (CO2) from electricity use globally. This equates to around 2.7% of total CO2 emissions globally from fossil fuels and industry.
(As well as indirect emissions through power use, AC units can also directly release greenhouse gases – used as AC refrigerants – when they leak or are improperly disposed of. Following the 2016 Kigali Amendment, countries are progressively trying to phase down the use of potent greenhouse gases in AC units.)
In a LinkedIn post, Lauri Myllyvirta, lead analyst at the Centre for Research on Energy and Clean Air and regular Carbon Brief contributor, says:
“There is a lot of alarmist messaging about how much electricity AC uses. However, on an annual basis, the demand is not that substantial. Currently, AC uses about 1% of electricity in the EU and catching up to adoption rates in the US would double this.”
According to the IEA estimates from 2018, “if left unchecked, energy demand from AC will more than triple by 2050”, reaching 6,200TWh of power.
By mid-century, households would contribute the most to the increase (70%), with at least two-thirds of the world’s households potentially having AC, according to the Paris-based agency.
Decarbonising electricity grids and energy-efficiency improvements can reduce AC emissions and their impact on climate.
For instance, in countries with a low-carbon electricity mix – such as France, where nuclear energy accounts for 67% of its electricity generation – expanding AC would have a more limited climate impact than in other countries.
In countries such as India, there could be a more significant increase in emissions as AC is adopted, due to the role coal plays in the country’s energy mix, especially during the night. Demand is growing fast – following low access historically – and many AC units are inefficient, with high electricity use.
According to a new working paper from the India Energy and Climate Center (IECC) at the University of California, Berkeley, “room AC” – portable plug-in units, as opposed to those permanently installed in buildings – already accounts for nearly one-quarter of India’s peak electricity demand (60-70GW) – and this is before the majority of Indian households have bought their first AC unit.
Dr Nikit Abhyankar, co-faculty director of the IECC, tells Carbon Brief that, as AC use is expanded across the world, it should be paired with solar and battery storage, where the “economics have completely shifted” in the last few years. This will help to cut both energy bills and emissions.
According to the IEA, accelerating energy efficiency improvements could deliver more than one-third of all CO2 emission reductions between now and 2030.
The global energy demand needed to run ACs alone in 2050 could be reduced by 1,300GW – the equivalent of all of China and India’s coal plants – through energy efficiency measures, it estimates.
Aditya Valiathan Pillai, a climate adaptation researcher at King’s College London, tells Carbon Brief that, as the use of AC expands, there is a conversation to be had about where and “what type of technology [is used] and who gets access” to it.
A final point is that many AC units are air-to-air heat pumps, which can efficiently heat homes, as well as keeping them cool. As such, wider AC adoption could boost the adoption of electrified heat, helping to cut emissions from gas boilers.
Heat from AC can contribute to directly warming cities
Some critics of AC mention its electricity demands and associated CO2 emissions from fossil-fuel combustion, which contribute to raising the temperature of the entire planet. (See: AC emissions are growing, but its climate impact could be limited.)
But AC also has a localised impact. It works by removing heat from indoor air and pushing it outdoors, raising temperatures on the street and exacerbating the “urban heat island” effect.
Left-leaning French politicians are among those citing this as an argument against AC, particularly in cities. Indeed, Emmanuel Grégoire, the Socialist mayor of Paris, appeared to be making this point in an interview with Le Monde, during the June heatwave:
“[AC] can be useful for cooling collective spaces and protecting the most vulnerable populations, but individual AC is a scourge – it makes the problem worse by heating the city even more.”
One study concludes that, in a city such as Phoenix, Arizona, where the technology is widespread, AC use during a heatwave can raise night-time temperatures by 1-1.5C.
Another models a nine-day heatwave in Paris – in a future with “massive” AC use – and finds an increase in external temperature of more than 2C, due to heat emitted by the units.
Given this, some scientists argue that AC can be a form of climate “maladaptation” – referring to actions that backfire and make people more vulnerable to global warming.
The Intergovernmental Panel on Climate Change (IPCC) has highlighted this issue, concluding:
“AC may constitute a maladaptation because of its high demands on energy and associated heat emissions, especially in high-density cities.”
Compared to the US, more people in Europe live in dense, urban areas. According to Dr Vincent Viguié, a climate change economist at École des Ponts ParisTech, this could leave Europeans more exposed to heat from AC units. He tells Carbon Brief:
“If you live in a neighbourhood that is not dense, like in a suburban neighbourhood or in the countryside, you don’t care about this…So, once again, there is a key difference between US and European cities.”
Viguié is among the experts arguing that other climate-adaptation measures should be considered alongside AC, to keep entire cities cool – not just individual homes. He says:
“It’s not to say that the heat released by AC by itself is a reason to forbid AC…It’s just that not taking that into account may lead to bad decisions.”
More AC could help to reduce heat deaths in Europe
Heatwaves can be deadly, especially for older or vulnerable members of society.
According to climate scientists at World Weather Attribution, “heatwaves cause more deaths in Europe than all other natural hazards combined”.
The heatwave in June 2026 is estimated to have killed more than 20,000 people in Europe. In France – which has seen some of the hottest temperatures – the heatwave caused more than 2,700 heat-related deaths, according to analysis published by Carbon Brief.
AC does help to protect people from the effects of extreme heat. A 2021 study found that globally, AC averted an estimated 190,000 heat-related deaths annually during 2019-21.
With its much higher penetration of AC, the US has fewer deaths due to extreme heat than Europe.
Heat kills around 11 people out of every 100,000 in Europe, compared to around two people in the US, according to analysis by data scientist Dr Hannah Ritchie from Our World in Data.
Several publications have pointed out that “Europe’s heatwaves are deadlier than American gun violence”. While this is technically accurate in absolute terms, Ritchie says the comparison is “a bit silly” for a number of reasons, not least because on a per-capita basis, US gun deaths are higher.

However, experts suggest that AC is only one part of a wider effort to protect people from extreme heat.
A 2020 study looking at heat-related mortality in Canada, Japan, Spain and the US, found that excess deaths due to heat decreased between 1972 and 2009.
For example, the proportion of deaths due to extreme heat fell from 1.7% to 0.5% over the period in the US and 3.5% to 2.8% in Spain.
However, an increase in AC only explained 16.7% of the drop in the US and 14.3% in Spain.
The research concludes that “other factors have played an equal or more important role in increasing the resilience of populations”. This is supported by research that shows changes to cities, such as planting more trees, as well as behavioural shifts and public-health measures, can all protect people from dangerous heat.
Additionally, across Europe there is already a range of policies and measures in place to protect the most vulnerable from heatwaves. Many of these were brought in following the unprecedented summer of 2003, when 70,000 died from extreme heat.
These policies were highlighted by French environment minister Agnès Pannier-Runacher, in response to the far-right National Rally (RN) party’s AC proposals:
“The incompetent RN has just found out that nursing homes need air-conditioned rooms. Thank you, but it’s actually been mandatory since 2004.”
Another study found that measures that have already been rolled out in France would cut the projected death toll of a 2003-like heatwave by more than 75%. This is in part due to the expansion of AC in places such as nursing homes, but also other approaches, such as heat action plans.
For example, France has a multi-tiered action plan, which includes local governments ensuring access to cooled spaces and water, keeping a list of vulnerable individuals for targeted interventions, as well as national information campaigns.
According to the UN’s office for disaster risk reduction, this French plan has led to a “significant reduction in heat-related mortality”.
While action plans have proved successful in a number of nations, less than half of European countries have such a plan in place.
‘Net-zero rules’ are not blocking AC installation in the UK
In the UK, Conservative politicians and right-leaning media have tried to pit the adoption of AC against net-zero policy.
Writing in the climate-sceptic Daily Telegraph, columnist Matthew Lynn claimed falsely:
“Strict net-zero rules now mean that aircon is effectively banned in the UK.”
(Further down the article, he concedes: “AC is not strictly speaking banned in new-build homes in the UK. But tough environmental rules mean that it is very hard, and expensive, to install in practice.”)
The same narrative has been used in articles by GB News, the Sun and others. A separate article in the Daily Telegraph’s “money” section goes further, claiming that AC had been “torn from homes under net-zero clampdown”.
A blog post from the Ministry of Housing, Communities and Local Government rebuts these claims, stating:
“There has been media coverage this week suggesting that AC is banned in homes. This is incorrect.”
For the UK, while it is true that fewer than 5% of homes currently have AC, this is largely due to the fact that it was not hot enough in the past to warrant the expense. Historically, the focus has therefore been on keeping buildings warm, rather than cool.
Extreme heat has previously been rare in the country, so homes were built with insulation and other measures to keep heat in during the “dank winters”. (See: Much of Europe has not needed AC in the past.)
Current regulations do not ban the installation of AC outright. However – as the government’s blog post notes – there is no blanket rule, meaning there are some localised differences.
Certain areas – or certain kinds of properties – may be subject to additional complications for installing AC.
In a 2025 video on Instagram, shadow secretary of state for energy security and net-zero Claire Coutinho referenced the London plan, for example, which is a framework for development in the capital launched in 2021. She said:
“[London mayor] Sadiq Khan says no. The London plan says we shouldn’t have air con because it uses too much energy. But this is mad! This is a poverty mindset that we need to get away from.”
The London Plan does not stop homes from having AC. It simply says that, for new buildings, passive design measures should be prioritised, such as the orientation of the building, the window design and incorporation of measures such as external shading and trees.
A recent response from the mayor added further measures, such as the need to “minimise the necessity for the operation of mechanical measures including AC, which would further add to the heat island effect within urban areas and add operational cost to residents”.
Elsewhere, new-build homes across England must meet the requirements of “part O” of the 2022 building regulation updates. This includes addressing overheating in buildings through energy-efficient design and prioritising passive cooling, with AC as a last resort.
For existing buildings, most AC units fall under “permitted development rights”, meaning no planning application is required to install them.
Additionally, regulations were relaxed in 2025 to make it easier to install an air-to-air heat pump – which can both heat and cool air – without planning permission.
This means that, far from blocking the expansion of AC, net-zero policy has made it easier to install specific cooling systems.
Speaking to Carbon Brief, Andrew Sissons, director of sustainable future at Nesta, says the government must now implement its announced £2,500 subsidy for air-to-air heat pumps “as quickly as possible”, to further ensure that the technology can be rolled out efficiently. He adds:
“[The government] should also continue to expand permitted development rights for air-to-air heat pumps, with a particular focus on flats and homes in denser areas. As long as heat pumps meet the MCS [Microgeneration Certification Scheme] noise test, there are few reasons to limit their use via the planning system.”
Some properties, such as large homes, listed buildings or those in conservation areas, may still require planning permission to install an air-to-air heat pump or other AC. Sissons notes that this can add cost and delay to installation.
While it cannot be said that AC has been blocked or banned due to net-zero, neither has it been prioritised.
This may shift as temperatures continue to rise. UK government advisors at the Climate Change Committee (CCC) suggest that 22% of the UK’s housing stock will likely need active cooling, such as AC, to cope with 2C of global warming.
The CCC’s recent adaptation report also calls for all new homes to be built using low-cost, passive cooling measures, alongside more AC.
Active cooling such as AC is more likely to be needed for retrofitting existing homes, the report adds.
AC is not the only answer to overheating cities
AC has become increasingly politicised in Europe, as demonstrated by France’s RN party announcing its “grand plan for AC” in all public buildings.
As noted by Dutch MEP Gerben-Jan Gerbrandy, this “far-right” embrace of AC is coming from the same people who for years have “delayed emissions reductions”.
In response, left-leaning policymakers in Europe have frequently downplayed the role of AC, prioritising programmes of urban greening and retrofitting older buildings.
Such approaches for dealing with extreme heat have already proved successful. Therefore, many experts argue that these methods, alongside AC, will be essential to prepare for a hotter world.
According to the IPCC’s sixth assessment report, adaptive infrastructure, such as urban forests and green roofs, can reduce energy use because of cooling, with co-benefits for climate, air quality, physical and mental health.
While retrofitting older buildings for heat as well as insulating them from the cold might prove challenging, urban greening and an active shade policy – one that determines how much of every street is exposed to direct sunlight – are simple measures cities can adopt.
Some experts have also warned about the high cost of running AC, expressing concerns that excessive reliance on the technology could increase energy poverty.
In a Carbon Brief guest post published in 2025, researchers at the Basque Centre for Climate Change found that framing AC as the “default solution” can miss the opportunity to design “more inclusive, human-centred responses” to rising temperatures.
William Lewis, a PhD candidate and one of the guest post’s authors, tells Carbon Brief it is not a case of “one or the other”, when considering AC and other options:
“We have this opportunity in European countries to choose a slightly different path [from the US], which isn’t AC in every single home.”
King’s College London’s Pillai says that, by centring the debate on AC, the far-right response to the heatwaves in Europe has “completely neglected the science of how you cool human beings”.
There are many solutions, he adds, that are already widely used across hot developing countries, such as ceiling fans, windows that open and cross-ventilation, as well as strategies to reduce cumulative hours of heat exposure.
Pillai tells Carbon Brief that, while places reaching 42C and higher “definitely need to think about AC very seriously”, places in the “low to mid 30Cs” could rely on these alternatives.
Behavioural change, he adds, is the “least glamorous part” of heat policy, but “pulls most of the weight” of protecting people. These include a wide range of actions and responses – from reducing heat exposure, to wearing lighter clothing and drinking more water and fluids.
There are also workplace protections. Pillai tells Carbon Brief that these could include legislation on mandatory work breaks, cooling and shade requirements at workplaces, as well as health insurance that covers heat stress days that have been lost by heat-exposed workers.
The post Eight facts about air conditioning amid an overheated global debate appeared first on Carbon Brief.
Eight facts about air conditioning amid an overheated global debate
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