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China’s surging electric vehicles (EVs) ownership – now exceeding 25.5m – is opening the door to a new technology that can help to enhance the flexibility of electricity supply.

EVs connected via “vehicle-to-grid” (V2G) technology can function as “batteries on wheels” that charge and discharge according to the needs of the wider electricity system.

The idea of turning EVs into “power banks” has already sparked both business and political interest in China.

How can V2G help balance the grid?

V2G involves two-way electric charging that allows EVs to act as flexible power sources, which can potentially help with the electricity supply from the grid.

In China, EVs with bidirectional batteries, when plugged into V2G-capable charging stations, are able to sell their stored electricity back to the grid, once owners complete registration on WeChat.

The country is currently trialling the technology in nine “pilot cities”, including Shanghai, as well as Guangzhou and Shenzhen, where EV operators are able to sell electricity to the grid, according to a V2G policy announced in April.

The policy is the world’s first nationwide pilot that aims to roll out V2G at scale in major cities. Payments – either in cash or coupons – are provided to EV owners to offset their charging costs in industrial parks, ports, as well as malls and residential compounds.

This is, however, not the first top-level policy framework for V2G in China. In late 2023, the National Reform and Development Commission (NDRC) pledged to establish a system of V2G technical standards by 2025 and to test its potential.

Dr Muyi Yang, senior electricity analyst at thinktank Ember, tells Carbon Brief that the April policy sends a “signal that China’s energy transition is entering a deeper phase”.

He adds that this new policy marks a major step in integrating EVs with the power grid, considering that China is rapidly enlarging its renewable capacity. However, the country’s current grid system sometimes struggles to take in all of the electricity being generated.

“China’s wind and solar capacity is becoming too large for the current grid to handle,” Yang tells Carbon Brief. “With their [combined] capacity now exceeding that of coal power, the grid flexibility has become increasingly insufficient.”

A fleet of grid-connected EVs could help China achieve its broader plan to restructure its power sector towards a “new power system” that aims to be more flexible and responsive to power volatility, says Yang.

Equipped with V2G, EVs could charge up their batteries or sell stored electricity according to owners’ preferences and the overall needs of the power system.

This provides the means and potential for the grid to integrate renewable energy more flexibly, says Zhou Xiaohang, China clean-power project manager at the US-registered Natural Resource Defense Council in Beijing.

She tells Carbon Brief that, in the long run, V2G can help to address the curtailment issue for renewable energy, which is often referred to as the “Xiaona” problem in China.

What is the current state of V2G adoption?

Currently, V2G has not been widely deployed in China. The cost of V2G infrastructure installation remains high.

Zhou says the success of large-scale roll out of V2G depends on whether there are enough EVs equipped with the bidirectional batteries and able to be plugged into V2G-capable charging stations.

Data company China Automotive Technology and Research Centre says that the share of new car sales made up by “new-energy vehicles” (NEVs) – mostly EVs – is more than 40% in almost all nine pilot cities tapped to develop V2G.

Even though not all EVs support V2G, the large number of EVs on the road suggests strong potential to build it into a profitable commercial model.

Zhou says that since China “already [has] enough EVs on the road to make [V2G] possible”, there are “no major technical barriers to scale up V2G interaction”.

Meanwhile, popular car brands such as BYD and Nio have released new EV models with V2G features and many more are actively testing and preparing for two-way electric charging.

In a June podcast, Anders Hove, senior research fellow at the Oxford Institute for Energy Studies, says carmakers are pushing for faster progress. He explains:

“My understanding is that the Chinese EV and battery makers are communicating with grid companies and power-sector regulators that the technology is now ready. They would like there to be additional regulations to enable this to start happening at scale.”

There are 30 such demonstration projects going on at the moment. The results of those projects will be collected by the NDRC and the National Energy Administration for evaluating future scaleup.

Shenzhen, for example, received more than 70,000 kilowatt hours (kWh) of electricity from about 2,500 EVs in June.

V2G services have the potential to become popular nationwide, says Yang, partly because it could also become a source of income for EV owners and businesses.

According to the Paper, a Shanghai-based news outlet, an EV owner could earn roughly 500 yuan ($70) in electricity charging vouchers by discharging 460kWh in a month.

In Shenzhen, a logistics company with 30 EVs is estimated to save up to 4,500 yuan ($631) a month by joining the V2G programme, says China Automotive News, a state-sponsored media outlet.

What are the challenges in expansion?

Regional governments are working to introduce more profitable pricing systems to boost user participation.

Guangdong province, in south China, has launched a V2G pricing plan that is “appealing” enough for EV owners to see a profit from participating in the scheme, according to Zhou, which will help drive wider adoption.

However, there will need to be a deeper level of power-sector reform for V2G to become fully commercialised, says Shen Xinyi, researcher at Centre for Research on Energy and Clean Air (CREA).

Currently, a large share of China’s electricity is still traded through long-term power contracts, which could limit incentives for individual EV owners to engage in power trading.

Shen tells Carbon Brief:

“Flexible systems like V2G and distributed solar power need a well-developed spot market and experienced, professional players such as power retailers to truly thrive…I think it still needs a lot of patience to see how theory turns into practice.”

It could take years before V2G reaches a significant level of adoption, due to the uncertainty of whether it can be turned into a viable business model, says Shen.

According to Zhou, whether V2G can be rolled out at scale also depends on the attitudes of consumers.

“The key to expanding V2G is getting users motivated and willing to take part,” she says, adding that more work needs to be done to address Chinese consumers’ concerns on battery health and safety issues, including whether frequent discharges could cause battery degradation.

According to the 2023 policy, the lifespan of EV batteries still needs to improve so it can handle frequent use without wearing out too quickly – a concern long noted by the industry.

In April 2024, Hui Dong, chief technical expert at the China Electric Power Research Institute, a research institute affiliated to the State Grid Corporation of China, stated that, in terms of lifespan, chemical energy storage systems, represented by lithium-ion batteries, are still “underperforming”.

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How Belém launched the Just Transition mechanism

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Amid stalled talks on finance, adaptation and fossil fuel transition at the COP30 climate summit in Brazil’s Amazon region, governments agreed to an ambitious Just Transition package combining the strongest rights- and inclusion-based language yet seen in the UN climate process with a new global mechanism to support countries reshaping their economies.

The COP30 decision also confirmed that Just Transition must take a whole-of-society and whole-of-economy approach – covering mitigation, adaptation, loss and damage, and finance – a broad scope that observers said marked a significant step forward for the process.

Delegates described the outcome in the city of Belém as a rare convergence of political will, technical facilitation and years of groundwork by civil society and governments.

For Indian women workers, a just transition means surviving climate impacts with dignity

The decision also places stronger emphasis on the social and economic foundations of transition than many observers had expected. The text links Just Transition explicitly to poverty eradication and decent work, and recognises the need for just energy transitions as part of implementing the Global Stocktake – including the transition away from fossil fuels.

Finance provisions were also firmer than in previous drafts, with governments agreeing that support for Just Transition should prioritise grants and non-debt-creating instruments, a framing long pushed by developing countries and civil society.

Civil society kept the issue alive

The Work Programme on Just Transition, launched in 2022, remained low-profile across several COP cycles. Unions, youth networks, feminist groups, social movements and environmental organisations continued refining proposals and pushing negotiators even when political attention was limited – while activists also took to the streets across the world calling for a Just Transition.

As momentum built toward COP30, these groups began referring to their proposal as the Belém Action Mechanism – the “BAM” – signalling the level of institutional ambition they believed the process required. Alongside this sustained organising, unions stressed that Just Transition had to move beyond principles and into practice.

Key governments shifted earlier than expected

As colourful activists danced and chanted “We want the BAM!” in the COP30 conference centre, a key moment arrived on day two, when the G77+China group of developing countries came out early and clearly signalled its support for establishing a Just Transition mechanism. This leadership was widely described as the turning point that made an ambitious outcome possible.

The EU followed at the end of the first week, tabling a “bridging proposal” in the form of a Just Transition Action Plan. From that point, civil society campaigns intensified across the Global North, aimed at shifting governments that had so far resisted any new institutional arrangements.

COP30: Spain’s unions say just transition means renewing communities beyond jobs

The UK – initially identified by observers as the main hold-out – faced sustained campaigning, including an NGO sign-on letter and direct engagement with ministers. The political shift became visible inside the talks when Ed Miliband signalled support for the EU plan during the High-Level Ministerial Roundtable.

That shift extended beyond the UK. Canada, previously quiet on new institutional arrangements, began describing itself as “open to options” after targeted domestic media coverage. Australian civil society leveraged the country’s COP31 bid to draw attention to the need for coordination institutions, while NGOs in Belém maintained pressure on Swiss negotiators.

The push for the mechanism reached the highest level of the UN system. After a meeting with civil society, UN Secretary-General António Guterres added his voice of support for the mechanism and urged COP30 to operationalise a Just Transition aligned with 1.5°C.  

Facilitators and ministers closed the gaps

Last year at COP29 in Baku, the Just Transition track ended without an outcome partly because no ministers were mandated to land one. Belém took a different approach: Mexico’s Alicia Bárcena and Poland’s Krzysztof Bolesta were appointed as ministerial leads and played a central role in balancing strong rights language with the institutional detail.

Technical co-facilitators Joseph Teo of Singapore and Federica Fricano of Italy were credited with producing a clear, workable draft that helped bridge divides. Delegates said its readability – unusual for UNFCCC text – helped maintain trust. UNFCCC secretariat staff supported the process with rapid revision work through the second week. 

Brazil’s presidency and the significance of place

Brazil made Just Transition one of its three priorities, ensuring the track remained visible amid wider disputes.

The signal came early: at Climate Action Network’s Annual Strategy Meeting in Rio de Janeiro in February, attended by more than 170 climate justice activists, COP30 President Ambassador André Correa do Lago and COP30 CEO Ana Toni told participants that Just Transition would be a “vital” issue for COP30. The presidency also guided parties toward addressing the issue of “institutional arrangements” during the Pre-COP.

“Water is worth more than lithium,” Indigenous Argentine community tells COP30

Belém’s context also mattered. The region is a long-standing focal point for debates over livelihoods, extractivism and environmental protection, grounding negotiations in lived realities.

A symbol of this was the People’s March on the streets of Belém, with over 50,000 people participating, and thousands more across the world. The message of the Indigenous Peoples of the Amazon was clear: a Just Transition cannot be designed about them or around them – it must be shaped with them, and how transition minerals are managed is central to this. 

An Indigenous person holds a sign reading: “Water is worth more than copper”, during a protest to call for climate justice and territorial protection during the U.N. Climate Change Conference (COP30), in Belem, Brazil, November 17, 2025. (Photo: REUTERS/Anderson Coelho)

An Indigenous person holds a sign reading: “Water is worth more than copper”, during a protest to call for climate justice and territorial protection during the U.N. Climate Change Conference (COP30), in Belem, Brazil, November 17, 2025. (Photo: REUTERS/Anderson Coelho)

What the decision changes

The final text sets out principles for rights-based, inclusive transitions and establishes a global mechanism to support countries in implementing these principles – elevating the mechanism to a structural component of how climate action will be delivered in the Paris Agreement era.

The agreement also reinforces the expectation that social and economic dimensions must be central to national climate plans, not appended to them. 

A just transition for renewables: Why COP30 must put people before power

The work starts now

Civil society will remain closely engaged as the mechanism takes shape, arguing that its effectiveness will depend on whether it reflects the realities facing workers, communities and families in transitions already underway. 

The next phase will hinge on the operational details governments agree in the months ahead. Key questions include the design of the committee, what form secretariat support will take, and whether civil society and trade unions will have a formal seat in its work.

Parties will also need to decide whether the mechanism should help convene a wider network of practitioners. Its first workplan, the identification of support needs, and clarification of how it will interact with existing UNFCCC bodies, will shape how effective it becomes – with decisions expected at COP31.

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EU weakening of corporate sustainability rules ‘jeopardises’ climate action, critics say

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The European Union’s decision to dilute its corporate sustainability rules could hurt the bloc’s efforts to fight climate change and risks rewarding companies with a poor track record, environmental NGOs and clean energy advocates say.

In a deal clinched in the early hours of Tuesday, EU leaders, the European Commission and the Parliament agreed a series of amendments to the Corporate Sustainability Due Diligence Directive (CSDDD), which will require larger companies to identify and address any environmental or human rights violations in their supply chains.

The amendments, which still need formal approval by the Parliament and EU member states, mean the due diligence requirements will apply to far fewer companies than initially targeted and maximum penalties will be reduced from 5% to 3% of a company’s annual global turnover.

In another change, the EU also scrapped a requirement for companies to publish climate transition plans setting out how they would make their business model compatible with the Paris Agreement.

    The EU Commission said the changes, which follow months of corporate lobbying, US pressure and interventions by France and Germany, will remove all requirements for many smaller companies and introduce greater flexibility for larger companies, which will help to ease administrative burdens on businesses and drive investment.

    But climate campaigners and clean tech industry representatives said the watered down rules were a setback for European efforts to clean up supply chains and reduce emissions.

    “By deleting the climate transition plan implementation, the EU is weakening the key legislative frameworks for businesses to prepare for climate risks and global challenges that can severely affect their operations and value chains,” said Julia Otten, who works on corporate due diligence at Frank Bold, a sustainability NGO and law firm.

    “This is counter-productive for businesses, weakens accountability, and jeopardises the EU’s own plans and objectives on climate and the industrial transition,” she added.

    “Extremely disappointing”  

    Industry leaders in clean energy technologies say that the changes undermine their sector’s climate efforts and risk putting companies that prioritise sustainability at a disadvantage.

    Rachel Owens, CEO of the Solar Stewardship Initiative, a multistakeholder scheme that has set out standards for what transparent and sustainable solar value chains should look like, told Climate Home News the move was “extremely disappointing”.

    Requiring companies to set out their climate transition plans would have demonstrated that the production of solar panels and other renewable energy technologies and the energy they generate have much lower emissions than their fossil fuel alternatives, she said.

    For Maurice Loosschilder, global head of sustainability at Signify – a multinational company that manufactures LED lighting systems that help reduce energy consumption – the removal of the climate transition plans from the law will make it more difficult to align businesses and their supply chains with the EU’s climate goals and could reduce incentives for innovation.

    Because of its large size, Signify still falls under the law’s requirement. But Loosschilder said he was concerned that the company could lose its competitive edge when faced with small companies for which the same sustainability rules do not apply.

    Intense lobbying

    The agreement reached on Tuesday followed intense lobbying by industry and governments.

    In a letter addressed to EU leaders, the US and Qatar warned that investment and energy supplies to the EU would be harmed if the CSDDD came into effect in its original form.

    Documents obtained by the Amsterdam-based Centre for Research on Multinational Corporations (Somo) show how 10 major companies lobbied to dilute the regulation. This included oil and gas majors ExxonMobil, Chevron and TotalEnergies as well as metals and minerals producer Nyrstar, a subsidiary of commodity trading giant Trafigura Group.

    Total Energies defended its advocacy in Brussels and in European capitals as being “in full compliance with applicable laws and regulations”. The other companies did not respond to Somo’s requests for comment.

      NGO Global Witness accused EU leaders of giving in to lobbying by the fossil fuel industry.

      “Major oil and gas giants will now be able to dodge their responsibility to act on [the] climate, largely thanks to intense US political and corporate pressure,” Beate Beller, a senior campaigner at Global Witness, told Climate Home News.

      The EU’s about-face also weakens efforts to clean up the supply chains of technologies needed for the energy transition such as electric vehicles, batteries and solar panels.

      “Clean tech cannot be ‘clean’ if the raw materials behind it are mined under weakened standards. This is what made the spirit of the CSDDD so promising: it paired climate transition plans to cut fossil-fuel dependence with robust human-rights and environmental due diligence across clean-tech supply chains,” she added.

      Lower bar on supply chain oversight

      The rules will now only apply to companies established in the EU with at least 5,000 employees and a net global turnover of 1.5 billion euros. It had originally applied to companies with at least 1,000 employees and turnover of 450 million euros. Member states have until July 2028 to transpose the requirements into national law.

      When assessing their supply chains, companies will need to follow a risk-based approach and focus on areas that carry the biggest potential for harm. For example, an EV maker might focus on the production of the battery, which requires a range of different minerals whose extraction and processing carry high risks.

      However, companies are no longer required to carry out comprehensive mapping of their direct and indirect suppliers. Instead, they will need to conduct “a general scoping exercise” based on “reasonably available information”.

      Johannes Blankenbach, a senior researcher at the Business and Human Rights Centre, told Climate Home News that it is important that companies identify risks beyond their direct suppliers.

      That’s because the most severe risks typically lie further up the supply chain, for example, where raw materials are sourced or extracted from the ground, he said.

      In addition, harmonised rules across the EU to allow victims of harms to take companies to court have been removed, which will make it more difficult for communities to find legal remedies, Blankenbach added.

      While the EU Commission said the less onerous requirements should help drive investment, Sonia Dunlop, CEO of the Global Solar Council, a trade body for the solar industry, said investors in solar farms wanted guarantees about the origin of solar panels and battery storage equipment.

      “They want to know where it was made, and they want to know that it was properly made according to the highest environmental, social and governance standards,” she said, citing industry initiatives to boost supply chain transparency and standards such as the Solar Stewardship Initiative.

      She said the initiative had been spurred by both the EU’s plan to tighten due diligence laws as well as industry concerns over the use of forced labour in the production of polysilicon used in solar panels in China’s Xinjiang region.

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      Analysis: What are the causes of recent record-high global temperatures?

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      The past three years have been exceptionally warm globally.

      In 2023, global temperatures reached a new high, after they significantly exceeded expectations.

      This record was surpassed in 2024 – the first year where average global temperatures were 1.5C above pre-industrial levels.

      Now, 2025 is on track to be the second- or third-warmest year on record.

      What has caused this apparent acceleration in warming has been subject to a lot of attention in both the media and the scientific community.

      Dozens of papers have been published investigating the different factors that could have contributed to these record temperatures.

      In 2024, the World Meteorological Organization (WMO) discussed potential drivers for the warmth in a special section of its “state of the global climate” report, while the American Geophysical Union ran a session on the topic at its annual meeting.

      In this article, Carbon Brief explores four different factors that have been proposed for the exceptional warmth seen in recent years. These are:

      Carbon Brief’s analysis finds that a combination of these factors explains most of the unusual warmth observed in 2024 and half of the difference between observed and expected warming in 2023.

      However, natural fluctuations in the Earth’s climate may have also played a role in the exceptional temperatures, alongside signs of declining cloud cover that may have implications for the sensitivity of the climate to human-caused emissions.

      An unusually warm three years

      Between 1970 and 2014, average surface temperatures rose at a fairly steady rate of around 0.18C per decade.

      Set against this long-term trend, temperature increases during the period from 2015 to 2022 were on the upper end of what would be expected.

      The increases seen in 2023, 2024 and 2025 were well outside of that range.

      The high temperatures of the past three years reflect a broader acceleration in the rate of warming over the past decade.

      However, the past three years were unusually warm, even when compared to other years in the 2010s and 2020s.

      Record-breaking warmth in 2023 meant that it beat the prior warmest year of 2016 by 0.17C – the largest magnitude of a new record in the past 140 years.

      The year 2024 then swiftly broke 2023’s record, becoming the first year where average global temperatures exceeded 1.5C above pre-industrial levels.

      The 10 months of data available for 2025 indicates that the year is likely to be slightly cooler than 2023 – though it is possible it may tie or be slightly warmer.

      The figure below shows global surface temperatures between 1970 and 2025. (The figures for 2025 include uncertainty based on the remaining three months of the year.)

      It includes a smoothed average based on temperature data for 1970-2022 that takes into account some acceleration of warming – and then extrapolates that smoothed average forward to 2023-25 to determine what the expected temperature for those years would have been. (This follows the approach used in the WMO’s “state of the global climate 2024” report.)

      Chart showing annual global surface temperatures and the long-term average warming
      Global average surface temperature changes between 1970 and 2024 using the WMO average of six groups that report global surface temperature records (dark blue), estimated 2025 temperatures and uncertainties (red) based on the first nine months of the year and a long-term average locally linear smooth (light blue).

      This approach calculates how much warmer the past three years were than would be expected given the long-term trend in temperatures.

      It shows that 2023 was around 0.18C warmer than expected, 2024 was a massive 0.25C warmer and 2025 is likely to be 0.11C warmer.

      Researchers have identified a number of potential drivers of unexpected warmth over 2023-25. Here, Carbon Brief looks at the evidence for each one.

      A weirdly behaving El Niño event

      El Niño is a climate pattern of unusually warm sea surface temperatures (SSTs) in the tropical Pacific that naturally occurs every two to seven years. Strong El Niño years generally have warmer global temperatures, with the largest effect generally occurring in the months after El Niño conditions peak (when SSTs reach their highest levels in the tropical Pacific).

      A relatively strong El Niño event developed in the latter half of 2023, peaking around November before fading in the spring of 2024.

      This event was the fourth-strongest El Niño ever recorded, as measured according to SSTs in the Niño 3.4 region in the central tropical Pacific. However, it was notably weaker than the El Niño events in both 1998 and 2016.

      This can be seen in the chart below, which shows the strength of El Niño events (red shading) since the 1980s. (The blue shading indicates La Niña events – the opposite part of the cycle to El Niño, which results in cooler SSTs in the tropical Pacific.)

      Char showing El Niño and La Niña Index (Niño 3.4 region)
      NOAA’s Niño 3.4 region Oceanic Niño Index using detrended data from ERSSTv5.

      (It is worth noting that measuring the strength of El Niño events is not entirely straightforward. Other tools used by scientists to monitor changes to El Niño – such as the US National Oceanic and Atmospheric Administration’s (NOAA’s) multivariate ENSO index – show the 2023-24 event was much weaker than indicated in the Niño 3.4 dataset.)

      Global surface air temperatures tend to be elevated by around 0.1-0.2C in the six months after the peak of a strong El Niño event – defined here as when SSTs in the Niño 3.4 region reach 1.5C above normal.

      The figure below shows the range of global temperature change for the 12 months before and 22 months after the peak of all 10 strong El Niño events since 1950. The light line represents the average of past strong El Niño events, the dark blue line the temperature change observed during the 2023-24 event and the shaded blue area the 5-95th percentile range.

      Chart showing that the recent El Niño was unusual compared with strong El Niño events
      Global mean surface temperatures for the 12 months prior to peak El Niño conditions and the 22 months following for strong El Niño events. Calculations by Carbon Brief using data from Copernicus/ECMWF’s ERA5 and NOAA’s Oceanic Niño Index.

      The figure shows the 2023-24 El Niño was quite unusual compared to other strong El Niño events since 1970. Global temperatures rose to around 0.4C above expected levels – which is on the high side of previous El Niños.

      The heat also came early, with high temperatures showing up around four months before the El Niño event peaked. This early heat is unlike any other El Niño event in modern history and is one of the reasons why 2023’s global temperatures were so unexpectedly warm.

      Global temperatures remained elevated for a full 18 months after the El Niño peaked, well after conditions in the tropical Pacific shifted into neutral conditions – and even after mild La Niña conditions developed at the end of 2024 and into early 2025.

      This figure does not explain how much of this unusual heat was actually caused by El Niño, compared to other factors, but it does suggest that El Niño behaviour alone does not fully explain unusually high temperatures in recent years.

      Based on the historical relationship between El Niño and global temperatures, Carbon Brief estimates that El Niño contributed a modest 0.013C to 2023 temperatures and a more substantial 0.128C to 2024 temperatures, albeit with large uncertainties. (See “methodology” section at the end for details.)

      However, it is possible that this 2023 estimate is too low. There are some suggestions in the literature that 2023-24 El Niño’s early warmth may have been caused by the rapid transition out of a particularly extended La Niña event. There are indications that temperatures have spiked in similar situations further back in the historical temperature record.

      Falling sulphur dioxide emissions

      Sulphur dioxide (SO2) is an aerosol that is emitted into the lower atmosphere by the burning of coal and oil. It has a powerful climate cooling effect – Carbon Brief analysis shows that global emissions of SO2 have masked about one-third of historical warming.

      Global SO2 emissions have declined around 40% over the past 18 years, as countries have increasingly prioritised reducing air pollution, including through the installation of scrubbers at coal plants.

      These declines have been particularly concentrated in China, which has seen a 70% decline in SO2 emissions since 2007. In addition, a rule introduced for international shipping in 2020 by the International Maritime Organization (IMO) has resulted in an 80% decline in the sulphur content of shipping fuel used around the world.

      The decline of SO2 emissions is shown in the figure below.

      Chart showing that China and international shipping are large drivers of recent SO2 emissions decline
      Annual SO2 emissions from China, international shipping and the rest of the world. Data from the Community Earth atmospheric Data System (CEDS).

      Shipping in particular has been suggested as a potential culprit for recent temperatures, given that ships emit SO2 over oceans where the air tends to be cleaner and so emissions have a bigger effect.

      Seven of the eight studies that have explored the temperature impact of the IMO regulations have suggested a relatively modest effect, in the range of 0.03-0.08C. However, one study – led by former NASA scientist Dr James Hansen – calculated a much stronger effect of 0.2C that would explain virtually all the unusual warmth of recent years.

      The figure below shows Carbon Brief’s estimate of the global average surface temperature changes caused by the low-sulphur shipping fuel rules, using the estimates produced by all eight studies. The central estimate (dark blue line) is relatively low, at around 0.05C, but the uncertainty range (light blue shading) across the studies remains large.

      Chart showing the range of estimated warming effects of the IMO 202 low sulphur shipping rules
      Range (5th to 95th percentile) and central estimate (50th percentile) of simulated global average surface temperature responses to the IMO 2020 regulations across the radiative forcing estimates in the literature. Analysis by Carbon Brief using the FaIR model.

      Overall, Carbon Brief’s analysis finds that around 0.04C of warming over 2020-23 and 0.05C of warming over 2020-24 can be attributed to SO2 declines from shipping and other sources.

      However, this approach might slightly overstate the effects of SO2 on the exceptional temperatures of the past three years, as shipping and other SO2 declines would have had some effect on 2021 and 2022 as well.

      It is also worth noting that the total effects of SO2 declines on global temperatures have been considerably larger and are estimated to be responsible for around one-quarter of all warming since 2007.

      However, these SO2 decreases occurred over a long period of time and do not clearly explain the recent spike in temperatures.

      An unusual volcanic eruption in Tonga

      In early 2022, the Hunga Tonga-Hunga Ha’apai underwater volcano erupted spectacularly, sending a plume 55km into the atmosphere. This was by far the most explosive volcanic eruption since Mount Pinatubo erupted in 1991.

      This was a highly unusual volcanic eruption, which vaporised vast amounts of sea water and lofted it high into the atmosphere. Overall, around 146m metric tonnes of water vapour ended up in the stratosphere, which is the layer of the atmosphere above the troposphere.

      Water vapour is a powerful greenhouse gas. While it is short-lived in the lower atmosphere, it can stick around for years in the stratosphere, where it has a significant warming effect on the climate.

      The figure below shows the concentration of water vapour in the stratosphere between 2005 and mid-2025. It shows how the 2022 eruption increased atmospheric concentrations of the greenhouse gas by around 15%. More than half the added water vapour has subsequently fallen out of the upper atmosphere.

      Chart showing upper atmosphere water vapour content
      Upper atmosphere water vapor content from NASA’s Aura MLS satellite. Figure from Dr Robert Rohde.

      Most early studies of the Hunga Tonga-Hunga Ha’apai volcano focused specifically on the effects of stratospheric water vapour. These tended to show strong warming in the lower stratosphere and cooling in the middle-to-upper stratosphere, but only a slight warming effect on global surface temperatures of around 0.05C.

      Hunga Tonga-Hunga Ha’apai had much lower sulphur emissions than prior explosive eruptions, such as Pinatubo and El Chichon. However it put 0.51.5m tonnes of sulphur into the stratosphere – the most from an eruption since Pinatubo.

      Studies that included both sulphur and water vapour effects tend to find that the net effect of the eruption on surface temperatures was slight global cooling, concentrated in the southern hemisphere.

      By using the estimates published in a 2024 study published in Geophysical Research Letters, which used the FaIR climate emulator model, Carbon Brief estimates that the Hunga Tonga-Hunga Ha’apai eruption cooled global surface temperatures by -0.01C in 2023 and -0.02C in 2024.

      This suggests that the eruption was likely only a minor contributor to recent global surface temperatures.

      A stronger-than-expected solar cycle

      The source of almost all energy on Earth is the sun. Over hundreds of millions of years, variations in solar output have a big impact on the global climate.

      Thankfully, over shorter periods of time the sun is remarkably stable, helping keep the Earth’s climate habitable for life. (Big changes – such as ice ages – have more to do with variations in the Earth’s orbit than changes in solar output.)

      However, slight changes in solar output do occur – and when they do, they can influence climate change over shorter periods of time. The most important of these is the roughly 11-year solar cycle, which is linked with the sun’s magnetic field and results in changes in the number of sunspots and amount of solar energy reaching Earth.

      The figure below shows a best-estimate of changes in total solar irradiance since 1980, based on satellite observations. Total solar irradiance is a measure of the overall amount of solar energy that reaches the top of the Earth’s atmosphere and is measured in watts per metre squared.

      Chart showing the recent solar cycle has been relatively strong
      Total solar irradiance from the PMOD composite (blue) along with a smoothed average (red) from 1980 to 2025.

      The 11-year solar cycle is relatively modest compared to the sun’s total output, varying only a few watts per metre squared between peak and trough – amounting to around 0.01% of solar output. However, these changes can result in variations of up to 0.1C in global temperatures within a decade.

      The most recent solar cycle – solar cycle 25 – began around 2020 and has been the strongest solar cycle measured since 1980. It was stronger than most models had anticipated and likely contributed to around 0.04C global warming in 2023 and 0.07C in 2024.

      Putting together the drivers

      By combining earlier estimates of different factors contributing to 2023 and 2024 global surface temperatures, about half of 2023’s unusual warmth and almost all of 2024’s unusual warmth can be effectively explained.

      This is illustrated in the figure below, which shows the five different factors discussed earlier – El Niño, shipping SO2, Chinese SO2, the Hunga Tonga-Hunga Ha’apai volcano and solar cycle changes – along with their respective uncertainties.

      The sum of all the factors is shown in the “combined” bar, while the actual warming compared to expectations is shown in red.

      The upper chart shows 2023, while the lower one shows 2024.

      Charts showing the components of 2023 and 2024's above-expected warmth
      Attribution of 2023 and 2024 anomalous warmth. Blue bars show individual factors and their uncertainties, the orange bar shows the combined effects and combination of uncertainties and the green bar shows the actual warming compared with expectations. Adapted from Figure 12 in WMO’s state of the global climate 2024 report.

      It is important to note that the first bar includes both El Niño and natural year-to-year variability; the height of the bar reflects the best estimate of El Niño’s effects, while the uncertainty range encompasses year-to-year variability in global temperatures that may be – at least in part – unrelated to El Niño.

      The role of natural climate variability

      Large natural variability to the Earth’s climate is one of the main reasons why the combined value of the different drivers of expected warmth in 2023 has an uncertainty range that exceeds the observed warming – even though the best-estimate of combined factors only explains half of temperatures.

      Or, to put it another way, there is up 0.15C difference in global temperatures year-on-year that cannot be explained solely by El Niño, human-driven global warming, or natural “forcings” – such as volcanoes or variations in solar output.

      The figure below shows the difference between actual and expected warming in the global temperature record for every year in the form of a histogram. The vertical zero line represents the expectation given long-term global warming and the other vertical lines indicate the warming seen in 2023, 2024 and 2025.

      The height of each blue bar represents the number of years over 1850-2024 when the average global temperature was that far (above or below) the expected level of warming. 

      Chart showing that the difference from expected warming shows year-to-year variability
      Histogram of residuals between actual and expected warming for all years since 1850, with the values for the past three years highlighted. Expected warming based on a 20-year locally linear smooth of the data.

      Based on the range of year-to-year variability, temperatures would be expected to spike as far above the long-term trend as they did in 2023 once every 25 years, on average. The year 2024 would be a one-in-88 year event, whereas 2025 would be a less-unusual, one-in-seven year event.

      These likelihoods for the past three years are sensitive to the approach used to determine what the longer-term warming level should be.

      In this analysis, Carbon Brief used a local smoothing approach (known as locally estimated scatterplot smoothing) to determine the expected temperatures, following the approach used in the WMO “state of the climate 2024” report.

      This approach results in a warming of 1.28C in 2023 and 1.30C in 2024, against which observed temperatures are compared.

      Other published estimates put the longer-term warming in 2024 notably higher.

      Earlier this year, the scientists behind the “Indicators of Global Climate Change” (IGCC) report estimated that human activity caused 1.36C of recent warming in 2024. They also found a slightly lower overall warming level for 2024 – 1.52C, as opposed to the WMO’s 1.55C – because they looked exclusively at datasets used by IPCC AR6. (This meant estimates from the Copernicus/ECMWF’s ERA5 dataset were not included.)

      Based on climate simulations, the IGCC report finds the likelihood of 2024’s warmth to be a one-in-six year event and 2023’s a one-in-four event.

      Using the same assumptions as the IGCC, Carbon Brief’s approach calculates that 2024 would be a less-common, one-in-18 year event.

      However, the IGCC estimate of current human-induced warming is based on the latest estimates of human and natural factors warming the climate. That means that it already accounts for additional warming from low-sulphur shipping fuel, East Asian aerosols and other factors discussed above.

      Therefore, the results from these two analyses are not necessarily inconsistent: natural climate variability (including El Niño) played a key role – but this came in addition to other factors. Natural fluctuations in the Earth’s climate alone would have been unlikely to result in the extreme global temperatures seen in 2023, 2024 and 2025.

      A cloudy picture

      Even if unusual recent global warmth can be mostly attributed to a combination of El Niño, falling SO2 emissions, the Hunga Tonga-Hunga Ha’apai volcano, solar cycle changes and natural climate variability, there are a number of questions that remain unanswered.

      Most important is what the record warmth means for the climate going forward. Is it likely to revert to the long-term average warming level, or does it reflect an acceleration in the underlying rate of warming – and, if so, what might its causes be?

      As explained by Carbon Brief in a 2023 article, climate models have suggested that warming will speed up. Some of this acceleration is built into the analysis presented here, which includes a slightly faster rate of warming in recent years than has characterised the period since 1970.

      But there are broader questions about what – beyond declining SO2 and other aerosols – is driving this acceleration.

      Research recently published in the journal Science offered some potential clues. It found a significant decline in planetary reflectivity – known as albedo – over the past decade, associated with a reduced low-level cloud cover that is unprecedented in the satellite record.

      The authors suggest it could be due to a combination of three different factors: natural climate variability, changing SO2 and other aerosol emissions and the effects of global warming on cloud reflectivity.

      Natural climate variability seems unlikely to have played a major role in reduced cloud cover, given that it was relatively stable until 2015. However, it is hard to fully rule it out given the relatively short satellite record.

      Reductions in SO2 emissions are expected to reduce cloud reflectivity, but the magnitude of the observed cloud reflectivity changes are much larger than models simulate.

      Models might be underestimating the impact of aerosols on the climate. But, if this were the case, it would indicate that climate sensitivity might be on the higher end of the range of model estimates, because models that simulate stronger aerosol cooling effects tend to have higher climate sensitivity.

      Finally, cloud cover might be changing and becoming less reflective as a result of warming. Cloud responses to climate change are one of the largest drivers of uncertainty in future warming. One of the main reasons that some climate models find a higher climate sensitivity is due to their simulation of less-reflective clouds in a warming world.

      The Science study concludes that the 2023 heat “may be here to stay” if the cloud-related albedo decline was not “solely” caused by natural variability. This would also suggest the Earth’s climate sensitivity may be closer to the upper range of current estimates, it notes.

      Methodology

      Carbon Brief built on work previously published in the IGCC 2024 and WMO state of the global climate 2024 reports that explores the role of different factors in the extreme temperatures in 2023, 2024 and 2025.

      The impact of El Niño Southern Oscillation (ENSO) on the temperatures was estimated using a linear regression of the annual mean global temperature anomaly on the Feb/Mar Niño 3.4 index. This resulted in an impact of −0.07C, 0.01C and 0.13C for 2022, 2023 and 2024 respectively (with a 95% confidence interval of ±0.13 ºC).

      It is important to note that the uncertainties in the ENSO response estimated here also incorporate other sources of unforced internal (modes of variability in other basins such as AMV), and potentially some forced variability. The bar in the combined figure is labelled “El Niño and variability” to reflect this.

      For details on calculations of the temperature impact of shipping and Chinese SO2 declines, see Carbon Brief’s explainer on the climate impact of changing aerosol emissions.

      Solar cycle 25 was both slightly earlier and slightly stronger than prior expectations with a total solar irradiance anomaly of 0.97 watts per metre squared in 2023 relative to the mean of the prior 20 years. This resulted in an estimated radiative forcing of approximately 0.17 watts per metre squared and an estimated global surface temperature increase of 0.07C (0.05C to 0.10C) with a one- to two-year lag based on a 2015 study. Thus, the impact on 2023 and 2024 is around 0.04C and 0.07C, respectively (+/- 0.025C). This is a bit higher warming than is given by the FaIR model, as the 2015 study is based on global models that have ozone responses to the UV changes, which amplifies the temperature effects a bit.

      The Hunga Tonga-Hunga Haʻapai volcanic eruption added both SO2 and water vapour to the stratosphere (up to 55km in altitude). The rapid oxidation of SO2 to sulphate aerosol dominated the radiative forcing for the first two years after the eruption. As a result, the net radiative forcing at the tropopause was likely negative; −0.04 watts per metre squared and −0.15 watts per metre squared in 2022 and 2023, respectively, implying a temperature impact of -0.02C (-0.01C to -0.03C) calculated using the FaIR model.

      The post Analysis: What are the causes of recent record-high global temperatures? appeared first on Carbon Brief.

      Analysis: What are the causes of recent record-high global temperatures?

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