At 12.33pm on Monday 28 April, most of Spain and Portugal were plunged into chaos by a blackout.
While the initial trigger remains uncertain, the nationwide blackouts took place after around 15 gigawatts (GW) of electricity generating capacity – equivalent to 60% of Spain’s power demand at the time – dropped off the system within the space of five seconds.
The blackouts left millions of people without power, with trains, traffic lights, ATMs, phone connections and internet access failing across the Iberian peninsula.
By Tuesday morning, almost all electricity supplies across Spain and Portugal had been restored, but questions about the root cause remained.
Many media outlets were quick to – despite very little available data or information – blame renewables, net-zero or the energy transition for the blackout, even if only by association, by highlighting the key role solar power plays in the region’s electricity mix.
Below, Carbon Brief examines what is known about the Spanish and Portuguese power cuts, the role of renewables and how the media has responded.
What happened and what was the impact?
The near-total power outage in the Iberian Peninsula on Monday affected millions of people.
Spain and Portugal experienced the most extensive blackouts, but Andorra also reported outages, as did the Basque region of France. According to Reuters, the blackout was the biggest in Europe’s history.
In a conference call with reporters, Spanish grid operator Red Eléctrica set out the order of events.
Shortly after 12.30pm, the grid suffered an “event” akin to loss of power generation, according to a summary of the call posted by Bloomberg’s energy and commodities columnist Javier Blas on LinkedIn. While the grid almost immediately self-stabilised and recovered, about 1.5 seconds later a second “event” hit, he wrote.
Around 3.5 seconds later, the interconnector between the Spanish region of Catalonia and south-west France was disconnected due to grid instability. Immediately after this, there was a “massive” loss of power on the system, Blas said.
This caused the power grid to “cascade down into collapse”, causing the “unexplained disappearance” of 60% of Spain’s generation, according to Politico.
It quoted Spanish prime minister Pedro Sánchez, who told a press conference late on Monday that the causes were not yet known:
“This has never happened before. And what caused it is something that the experts have not yet established – but they will.”
The figure below shows the sudden loss of 15GW of generating capacity from the Spanish grid at 12.33pm on Monday. In addition, a further 5GW disconnected from the Portuguese grid.
The Guardian noted in its coverage that “while the system weathered the first event, it could not cope with the second”.
A separate piece from the publication added that “barely a corner of the peninsula, which has a joint population of almost 60 million people, escaped the blackout”.
El País reported that “the power cut…paralysed the normal functioning of infrastructures, telecommunications, roads, train stations, airports, stores and buildings. Hospitals have not been impacted as they are using generators.”
According to Spanish newswire EFE, “hundreds of thousands of people flooded the streets, forced to walk long distances home due to paralysed metro and commuter train services, without mobile apps as telecommunications networks also faltered”.
It added that between 30,000 and 35,000 passengers had to be evacuated from stranded trains.
The New York Times reported that Portuguese banks and schools closed, while ATMs stopped working across the country and Spain. People “crammed into stores to buy food and other essentials as clerks used pen and paper to record cash-only transactions”, it added.
Spain’s interior ministry declared a national emergency, according to Reuters, deploying 30,000 police to keep order.
Both Spain and Portugal convened emergency cabinet meetings, with Spain’s King Felipe VI chairing a national security council meeting on Tuesday to discuss an investigation into the power outage, Sky News reported.
By 10pm on Monday, 421 out of Spain’s 680 substations were back online, meaning that 43% of expected power demand was being met, reported the Guardian.
By Tuesday morning, more than 99% of the total electricity supply had been recovered, according to Politico, quoting Red Eléctrica.
In Portugal, power had been restored to every substation on the country’s grid by 11.30pm on Monday. In a statement released on Tuesday, Portuguese grid operator REN said the grid had been “fully stabilised”.
What caused the power cuts?
In the wake of the power cuts, politicians, industry professionals, media outlets, armchair experts and the wider public scrambled to make sense of what had just happened.
Spanish prime minister Sánchez said on the afternoon of the blackout that the government did not have “conclusive information” on its cause, adding that it “[did] not rule out any hypothesis”, Spanish newspaper Diario Sur reported.
Nevertheless, some early theories were quickly rejected by officials.
Red Eléctrica, “preliminarily ruled out that the blackout was due to a cyberattack, human error or a meteorological or atmospheric phenomenon”, El País reported the day after the event.
Politico noted that “people in the street in Spain and some local politicians” had speculated about a cyberattack.
However, it quoted Eduardo Prieto, Red Eléctrica’s head of system operation services, saying that while the conclusions were preliminary, the operator had “been able to conclude that there has not been any type of intrusion in the electrical network control systems that could have caused the incident”.
The Majorca Daily Bulletin reported that Spain’s High Court said it would open an investigation into whether the event was the result of a cyberattack.
Initial reporting by news agencies blamed the power cuts on a “rare atmospheric phenomenon”, citing the Portuguese grid operator REN, according to the Guardian. The newspaper added that REN later said this statement had been incorrectly attributed to it.
The phenomenon in question was described as an “induced atmospheric vibration”.
Prof Mehdi Seyedmahmoudian, an electrical engineer at Swinburne University of Technology in Australia, explained in the Conversation that this was “not a commonly used term”.
Nevertheless, he said the phenomenon being described was familiar, referring to “wavelike movements” in the atmosphere caused by sudden changes in temperature or pressure.
In general terms, Reuters explained that power cuts are often linked to extreme weather, but that the “weather at the time of Monday’s collapse was fair”. It added that faults at power stations, power distribution lines or substations can also trigger outages.
Another theory was that a divergence of electrical frequency from 50 cycles per second (Hz), the European standard, could have caused parts of the system to shut down in order to protect equipment, France 24 explained.
Some analysts noted that “oscillations” in grid frequency shortly before the events in Spain and Portugal could be related to the power cuts. Tobias Burke, policy manager at Energy UK, explained this theory in his Substack:
“The fact these frequency oscillations mirrored those in Latvia…at the other extreme of the Europe-spanning ENTSO-E network, might suggest complex inter-area oscillations across markets could be the culprit.”
This phenomenon can be seen in a chart shared by Prof Lion Hirth, an energy researcher at Hertie School, on LinkedIn.
With many details still unknown, much of the media speculation has focused on the role that renewable energy could have played in the blackouts. (See: Did renewable energy play a role in the cut?)
Many of the experts cited in the media emphasised the complexity of determining the cause of the outages. Eamonn Lannoye, managing director at the Electric Power Research Institute Europe, was quoted by the Associated Press stating:
“There’s a variety of things that usually happen at the same time and it’s very difficult for any event to say ‘this was the root cause’.”
Nevertheless, there are several efforts now underway to determine what the causes were.
Portugal’s prime minister, Luís Montenegro, announced on Tuesday that the government would set up an independent technical commission to investigate the blackouts, while stressing that the problem had originated in Spain, according to Euractiv.
Finally, EU energy commissioner Dan Jørgensen has indicated that the EU will open a “thorough investigation” into the reasons behind the power cuts, BBC News noted.
Did renewable energy play a role in the blackouts?
As commentators began to look into the cause of the blackout, many pointed to the high share of renewables in Spain’s electricity mix.
On 16 April, Spain’s grid had run entirely on renewable sources for a full day for the first time ever, with wind accounting for 46% of total output, solar 27%, hydroelectric 23% and solar thermal and others meeting the rest, according to PV Magazine.
Spain is targeting 81% renewable power by 2030 and 100% by 2050.
At the time of the blackout on Monday, solar accounted for 59% of the country’s electricity supplies, wind nearly 12%, nuclear 11% and gas around 5%, reported the Independent.
The initial “event” is thought to have originated in the south-western region of Extremadura, noted Politico, “which is home to the country’s most powerful nuclear power plant, some of its largest hydroelectric dams and numerous solar farms.”
On Tuesday, Red Eléctrica’s head of system operation services Eduardo Prieta said that it was “very possible that the affected generation [in the initial ‘events’] could be solar”.
This sparked further speculation about how grids that are highly reliant on variable renewables can be managed so as to ensure security of supply.
Political groups such as the far-right VOX – which has historically pushed back against climate action such as the expansion of renewables – also pointed to the blackout as evidence of “the importance of a balanced energy mix”.
However, others rejected this suggestion, with EU energy chief Dan Jørgensen telling Bloomberg that the blackout could not be pinned on a “specific source of energy”:
“As far as we know, there was nothing unusual about the sources of energy supplying electricity to the system yesterday. So the causes of the blackout cannot be reduced to a specific source of energy, for instance renewables.”
Others have sought to highlight that, while it was possible solar power was involved in the initial frequency event, this does not mean that it was ultimately the cause of the blackout.
Writing on LinkedIn, chief technology officer of Arenko, a renewable energy software company, Roger Hollies, noted:
“The initial trip may well have been a solar plant, but trips happen all the time across all asset types. Networks should be designed to withstand multiple loss of generators. 15GW is not one power station, this is the equivalent of 10 large gas or nuclear power stations or 75 solar parks.”
Others pointed to what they said was insufficient nuclear power on the grid – a notion that prime minister Sánchez rejected, according to El País.
Speaking on Tuesday, he said that those arguing the blackouts showed a need for more nuclear power were “either lying or showing ignorance”, according to the newspaper. It said he highlighted that nuclear plants were yet to fully recover from the event.
One key aspect of the transition away from electricity systems built around thermal power stations burning coal, gas or uranium is a loss of “inertia”, the Financial Times highlighted.
Thermal power plants generate electricity using large spinning turbines, which rotate at the same 50 cycles per second (Hz) speed as the electrical grid oscillates. The weight of these “large lump[s] of spinning metal” gives them “inertia”, which counteracts changes in frequency on the rest of the grid.
When faults cause a rise or fall in grid frequency, this inertia helps lower the rate of change of frequency, giving system operators more time to respond, noted Adam Bell, director of policy at Stonehaven, in a post on LinkedIn.
Solar does not include a spinning generator, and therefore, critics pointed to the lack of inertia on the grid due to the high levels of the technology as a cause of the blackout.
As Bell pointed out, this ignores the inertia provided by nuclear, hydro and solar thermal on the grid at the time of the blackout, alongside the Spanish grid operator having built “synchronous condensers” to help boost inertia and grid stability.
Bell added:
“A lack of inertia was therefore not the main driver for the blackout. Indeed, post the frequency event, no fossil generation remained online – but wind, solar and hydro did.”
While the ultimate cause of the blackouts remains to be seen, they have highlighted the need for an increased focus on grid stability, particularly as the economy is electrified.
A selection of comments from experts published in Review Energy emphasises the need for further resilience to be built into the grid as it transitions away from fossil fuels.
How has the media responded to the power cut?
As the crisis was still unfolding and its cause remained unknown, several climate-sceptic right-leaning UK publications clamoured to draw a link between the blackouts and the nations’ reliance on renewable energy.
It comes as right-leaning titles have stepped up their campaigning against climate policy over the past year.
On Tuesday, the Daily Telegraph carried a frontpage story headlined: “Net-zero blamed for blackout chaos.”
But the article contradicted its own headline by concluding: “What exactly happened remains unclear for now. And the real answer is likely to involve several factors, not just one.”
None of the experts quoted in the piece blamed “net-zero” for the incident.
The Daily Telegraph also carried an editorial seeking to argue renewable energy was the cause of the blackouts, which claimed that “over-reliance on renewables means a less resilient grid”.
The Daily Express had an editorial (not online) claiming that the blackout shows “relying on renewables is dim”.
Additionally, the Standard carried a comment by notorious climate-sceptic commentator Ross Clark breathlessly blaming the blackout on “unreliable” renewables, with a fear-monguering warning that the “same could happen in the UK”.
The Daily Mail published a comment by Rupert Darwall, a climate-sceptic author who is part of the CO2 Coalition – an organisation seeking to promote “the important contribution made by carbon dioxide to our lives” – which claimed that the blackout showed “energy security is being sacrificed at the altar of green dogma”.
Climate-sceptic libertarian publication Spiked had a piece by its deputy editor Fraser Myers titled: “Spain’s blackouts are a disaster made by net-zero.” The article claimed that “our elites’ embrace of green ideology has divorced them from reality”.
In Spanish media, Jordi Sevilla, the former president of Red Eléctrica, wrote in the financial publication Cinco Días that, while it is not known what caused the blackout, it is clear that the country’s grid “requires investments to adapt to the technical reality of the new generation mix”. He continued:
“In Spain, in the last decade, there has been a revolution in electricity generation to the point that renewable technologies ([solar] photovoltaic and wind, above all) now occupy the majority of the energy mix. This has had very positive impacts on CO2 emissions, lower electricity prices and increased national autonomy.
“But there is a technical problem: photovoltaic and wind power are not synchronous energies, whereas our transmission and distribution networks are designed to operate only with a minimum voltage in the energy they transport. Therefore, to operate with current technology, the electrical system must maintain synchronous backup power, which can be hydroelectric, gas or nuclear, to be used when photovoltaic and wind power are insufficient, either due to their intermittent nature (there may be no sun or wind) or due to the lack of synchronisation required by the generators to operate.”
For Bloomberg, opinion columnist Javier Blas said that “Spain’s blackout shouldn’t trigger a retreat from renewables”, but shows that “an upgraded grid is urgently needed for the energy transition”. He added:
“The world didn’t walk away from fossil-fuel and nuclear power stations because New York suffered a massive blackout in 1977. And it shouldn’t walk away from solar and wind because Spain and Portugal lost power for a few hours.
“But we should learn that grid design, policy and risk mapping aren’t yet up to the task of handling too much power from renewable sources.”
The post Q&A: What we do – and do not – know about the blackout in Spain and Portugal appeared first on Carbon Brief.
Q&A: What we do – and do not – know about the blackout in Spain and Portugal
The year ahead in 2026 is an important period for China’s climate policy, amid hints that its emissions could peak and as the government publishes targets for the next five years.
Analysis for Carbon Brief shows the country’s emissions have been “flat or falling” for more than 18 months, but the timing of a peak remains uncertain.
In March 2026, the government is expected to publish a series of energy and climate targets for 2030 as part of its 15th five-year plan.
These targets could boost – or moderate – the pace of its energy transition.
A number of policy mechanisms that are already due to fully come into effect this year – such as non-binding total emissions targets and the expansion of carbon market coverage to more sectors – could also help decarbonise the country’s economy.
Meanwhile, the rise in extreme weather events intensified by human-caused climate change makes adaptation as important as ever, while also adding to the challenge of advancing clean energy.
Finally, as the US turns even further away from climate action and towards fossil-fuel expansion in 2026 – notably with Venezuelan oil – China’s climate diplomacy could send a strong signal for sustained global climate action.
Carbon Brief asked 11 leading experts on China what energy and climate developments they are watching for in 2026. Their responses have been edited for length and clarity.
Director of the China Climate Hub, Asia Society Policy Institute
After decades of the rapid growth that made China the world’s largest greenhouse gas emitter, independent analyses suggest China’s CO2 emissions may have plateaued or even begun to decline in 2025.
Strong growth in renewable power has, for the first time outside economic contraction, outpaced rising electricity demand, pushing power-sector emissions down and contributing to an overall modest drop in total carbon dioxide (CO2) emissions. This latest trend was picked up by China’s National Development and Reform Commission (NDRC), as something that should continue over the next five years, marking an official nod to a peak in energy-related CO2 emissions years ahead of the 2030 timeline Beijing previously set.
The transition from emissions growth to stabilisation and early decline will be the key watch point for 2026 and will be shaped by the forthcoming 15th five-year plan. [This plan will set key economic goals, including energy and climate targets, for 2030.] Early policy signals suggest that the plan will introduce more explicit controls on total emissions alongside China’s traditional reliance on intensity-based targets.
However, the precise timing, scale and enforceability of these absolute emissions control measures remain under active debate. Chinese experts broadly agree that if the 2021-2025 period was characterised by continued emissions growth, and 2031-2035 is expected to deliver a clear decline, then 2026-2030 will serve as a critical “bridge” between the two.
The central questions are what this transitional period will look like in practice, how it will lay the groundwork for a sustained and timely emissions decline and whether meaningful reductions can be achieved before the end of the decade.
China team lead and researcher, Centre for Research on Energy and Clean Air
In 2026, I’ll be closely watching whether China moves beyond high-level industrial decarbonisation targets and begins to address the domestic, structural constraints that have slowed progress so far.
In heavy industry, particularly steel, the main barriers are not technological readiness, but persistent blast furnace overcapacity and the lack of clear economic incentives for low-carbon production pathways, which continue to lock in emissions-intensive assets.
Against this backdrop, carbon-related trade measures, such as the EU’s carbon border adjustment mechanism (CBAM), will make 2026 an important test of how China balances export competitiveness with climate commitments. In addition, we will see whether growing international scrutiny accelerates more substantive demand-side and policy reform in industry, rather than prolonging a reliance on incremental efficiency gains.
Director and co-founder, Institute for Global Decarbonization Progress
Of course, I’ll be tracking all the critical energy and climate targets under the 15th five-year plan.
More importantly, I’m watching whether a coherent package of measures can truly take hold to unlock green electricity on the demand side – not just expand renewable capacity – and translate policy intent into a genuine market pull for renewable electricity, especially from the manufacturing sector.
Given the challenge of balancing rapidly growing electricity demand with the pace of grid decarbonisation, progress on this front will be decisive for the long-term trajectory of emissions.
I’m also watching how provincial and municipal governments translate the dual-carbon goals into concrete targets and sectoral implementation. Subnational action – through overarching dual-carbon plans and sector-specific measures – will be fundamental to achieving national objectives. It will be critical to ensure that the subnational momentum around zero-emission industrial parks and clean-tech manufacturing competition results in measurable, additional emissions reductions.
Energy Analyst for Asia, Ember
2026 marks the first year of China’s 15th five-year plan, the planning cycle that ends with China’s target year of 2030 for carbon peaking. China’s fossil-fuel use in power generation is seeing an early sign of peaking and the upcoming years will be crucial in driving the plateau into an absolute decline.
As renewables expand, system flexibility and stability will increasingly become the priorities. By 2027, China aims to retrofit its existing coal-power fleet “as much as possible” and deploy more than 180 gigawatts (GW) of battery energy storage. Development in coal retrofit and further policies to support battery development will both be important to watch in 2026.
On the other hand, maximising flexibility potential will rely on continued reforms in the power market and system operations, following the milestone year of 2025, which saw substantial policy development in China’s ambition to establish a unified national power market.
Principal analyst, ClearBlue Markets
In 2026, I am monitoring three pivotal developments in China.
First, the 15th five-year plan inaugurates the “dual control of carbon” system. This year marks the first time industries and local governments face binding caps on total emissions, not just intensity. Watching how these national constraints cascade down to the local level will be critical.
Second, the national carbon market is aggressively tightening. With the inclusion of steel, cement and aluminum this year, regulators are executing a “market reset” – de-weighting older [emissions] allowances and enforcing stricter benchmarks to bolster prices ahead of the EU CBAM’s full rollout.
Finally, expect a surge in zero-carbon industrial parks. Following the NDRC’s announcement of 52 pilot sites, new guidelines now mandate 60% on-site renewable consumption. These “green microgrids” are becoming the primary vehicle for reducing grid reliance and certifying low-carbon exports.
Senior China counsel, Institute for Governance and Sustainable Development
2026 marks China’s first year of advancing a comprehensive shift from “dual control” of energy consumption to “dual control” of carbon emissions. At the policy level, it will be essential to track how this transition strengthens the governance architecture for controlling non-CO2 greenhouse gases (GHGs), particularly methane.
Key developments to watch for may include efforts to strengthen measurement, monitoring, reporting and verification (MRV) systems that enable facility- and company-level accountability.
It will also be essential to monitor progress on the voluntary GHG emission trading scheme, and the extent to which methane and other non-CO2 GHG controls are embedded in broader policy frameworks, including the environmental impact assessment system.
Finally, it will be critical to understand how non-CO2 GHG data collection and management requirements are incorporated into industry policy developments, including those addressing supply chains and product carbon-footprint initiatives.
Managing director, Sino Auto Insights
China’s electric vehicle (EV) industry has been the primary force pushing the global passenger vehicle market toward clean energy. Its domestic market has already crossed a more than 50% new-energy vehicle (NEV) retail take rate, while exports surged 86% year-on-year to around 2.4m units [in 2025]. That momentum should continue – especially as US legacy automakers pull back from EV investment in 2026.
As China’s domestic demand cools this year, export pressure will intensify. But a growing headwind has emerged: tariffs. Mexico, Brazil, Europe and the US are just a few of the countries raising barriers, complicating the next phase of global NEV expansion.
At the same time, 2026 looks like a prove-it year for next-generation battery technologies. Longer life, lower volatility and new chemistries could unlock more range, broader use cases and wider adoption – including in tougher markets like the US.
One new wildcard: the US now effectively controls Venezuelan oil. If that meaningfully impacts global oil prices, it could either slow – or unexpectedly accelerate – the shift toward clean-energy vehicles.
Climate and energy program manager, Greenovation Hub
In 2026, a key focus will be how China translates its 2035 “climate-adaptive society” goal into inclusive action. Finance for adaptation is a critical enabler, requiring both policy guidance and scalable financing models. As climate risks increase, financing resilience in sectors such as energy, transportation, infrastructure and public health is paramount. While China’s green finance taxonomy already includes some climate-adaptive activities, clear labeling and expanded coverage are important next steps.
Additionally, the global goal on adaptation (GGA) indicators can help measure project impact and inform policy. We have observed good practices already in motion, such as integrating meteorological technology with finance to enhance agricultural resilience.
Looking forward, expanding these innovative models to other sectors and regions is a key step, as these pilots can enhance policymaking and be replicated. In this process, identifying and managing risks for vulnerable groups, such as women and children, in public health and education is essential for an inclusive transition.
Practice professor of political science and director of China Programs and Strategic Initiatives, University of Pennsylvania
First and foremost, I’ll be looking for details on climate and energy targets in China’s next five-year plan cycle, which we expect to be approved as usual in March. This will essentially operationalise China’s recent nationally determined contribution and its longstanding commitment to peak emissions before 2030.
It will also give us a sign of the tempo we can expect for non-fossil energy capacity growth and whether China will be aiming for the high end of its stated emissions-reduction range. One area I’m especially focused on is the promised expansion of China’s emissions trading system.
Second, given my particular interest in and focus on geopolitics, I’m looking for signs of how the geopolitical disruption we’ve seen in Venezuela, Iran and other regions might affect China’s energy policy – in particular, in terms of long-term contracts for liquified natural gas.
Finally, I’m looking for signs of changes to China’s climate diplomacy following the US withdrawal from both the Paris Agreement and United Nations Framework Convention on Climate Change. This leaves a big hole in global climate governance and many countries will be looking increasingly to China for leadership – and funding – in this area.
Senior policy advisor for industry and trade, ECCO
China’s solar manufacturing overcapacity is prompting Beijing’s first serious consolidation efforts. The government is introducing stricter licensing requirements and tighter energy-consumption caps for polysilicon facilities, while export-tax rebates for solar products will be abolished.
At the same time, China’s offshore wind technology is advancing rapidly. In early 2026, China installed the world’s first 20 megawatt (MW) offshore wind turbine and plans mass production of 50MW dual-rotor designs, with deployment expected from 2027-2028. MingYang’s £1.5bn announced investment in Scotland signals that Chinese wind companies are pursuing entry into European markets through local production, mirroring strategies adopted by battery manufacturers.
Together, these dynamics suggest that the next phase of cleantech competition will be shaped less by trade defense alone and more by the interaction between Chinese supply-side reforms and global market-absorption capacity.
Meanwhile, following a first wave of rare-earth restrictions in April 2025, Beijing announced controls in October that extended licensing requirements to additional rare earths and introduced unprecedented extraterritorial provisions. While China suspended the October controls for one year, the April controls on seven heavy rare earths remain fully operational.
This creates persistent procurement risk for European cleantech supply chains reliant on Chinese-processed rare earths, although China has begun issuing general export licenses, providing some operational predictability.
Senior lecturer in international development, University of Bath
The biggest question is obviously the emission peak, because it’s essential to confirm if China’s carbon and greenhouse gas emissions are actually flattening or even falling. I really hope China has already reached its peak and the net-zero transition is underway.
Another important area is the evolution of China’s cleantech industries, which have become a new pillar of the country’s economy in recent years. In 2026, it is critical to see if this momentum can be sustained in China.
Given fierce competition and the gradual saturation of the domestic market, I’m also watching how Chinese cleantech companies expand their global footprint through investments in overseas manufacturing, especially as a growing number of countries want Chinese investors to create more “green jobs” and transfer cutting-edge technologies.
The post Experts: What to expect from China on energy and climate action in 2026 appeared first on Carbon Brief.
Experts: What to expect from China on energy and climate action in 2026
Climate Change
DeBriefed 16 January 2026: Three years of record heat; China and India coal milestone; Beijing’s 2026 climate outlook
Welcome to Carbon Brief’s DeBriefed.
An essential guide to the week’s key developments relating to climate change.
This week
Hottest hat-trick
STATE OF THE CLIMATE: Scientists have announced that 2025 was either the second or third hottest year on record, with close margins between last year and 2023, reported the Associated Press. The newswire noted that “temperature averages for 2025 hovered around – and mostly above – 1.4C of industrial era warming”. Bloomberg said that this happened despite the natural weather phenomenon La Niña, which “suppresses global temperatures”, meaning “heat from greenhouse gases countered that cooling influence”. Carbon Brief’s comprehensive analysis of the data found cumulative global ice loss also “reached a new record high in 2025”.
OVERHEATING OCEANS: Separately, the world’s oceans “absorbed colossal amounts of heat in 2025”, said the Guardian, setting “yet another new record and fuelling more extreme weather”. It added that the “extra heat makes the hurricanes and typhoons…more intense, causes heavier downpours of rain and greater flooding and results in longer marine heatwaves”.
FIRE AND ICE: Wildfires in Australia have destroyed around 500 structures, said the Sydney Morning Herald, with a “dozen major fires” still burning. A wildfire in Argentinian Patagonia has “blazed through nearly 12,000 hectares” of scrubland and forests, according to the Associated Press. Meanwhile, parts of the Himalayas are “snowless” for the first time in nearly four decades, signalling a “climatic anomaly”, reported the Times of India.
Around the world
- EMISSIONS REBOUND: US emissions rose 2% last year after two years of declines” due to a rise in coal power generation, said Axios, in coverage of research by the Rhodium Group.
- ‘UNINVESTABLE’ OIL: US president Donald Trump may “sideline” ExxonMobil from Venezuela’s oil market after its comment that Venezuela is “uninvestable”, reported CNBC. TotalEnergies is also “in no rush to return to Venezuela”, said Reuters.
- PRICE WARS: The EU issued guidelines that will allow tariffs on Chinese electric vehicles to be removed in exchange for minimum price commitments, said Reuters.
- ‘RECORD’ AUCTION: The UK government has secured “8.4 gigawatts of new offshore wind power” in a “record” auction, said Sky News. Although the auction saw some price rises, this will likely be “cost neutral” for consumers, Carbon Brief said – contrary to the “simplistic and misleading” narratives promoted by some media outlets.
- COP STRATEGY: The Guardian reported that Chris Bowen, the Australian minister appointed “president of negotiations” for COP31, plans to use his role to lobby “Saudi Arabia and others” on the need to phase out fossil fuels.
$2bn
The size of a new climate fund unveiled by the Nigerian government, according to Reuters.
Latest climate research
- Rooftop solar in the EU has the potential to meet 40% of electricity demand in a 100% renewable scenario for 2050 | Nature Energy
- Natural wildfires, such as those ignited by lightning strikes, have been increasing in frequency and intensity in sub-Saharan Africa, driven by climate change | Global and Planetary Change
- Engaging diverse citizens groups can lead to “more equitable, actionable climate adaptation” across four pilot regions in Europe | Frontiers in Climate
(For more, see Carbon Brief’s in-depth daily summaries of the top climate news stories on Monday, Tuesday, Wednesday, Thursday and Friday.)
Captured
Both China and India saw coal power generation fall in 2025, in the “first simultaneous drop in half a century”, found new analysis for Carbon Brief, which was widely reported around the world. It noted that, for both countries, the decline in coal was driven by new clean-energy capacity additions, which were “more than sufficient to meet rising demand”.
Spotlight
What are China experts watching for in 2026?
The year 2026 will be pivotal for China’s climate policy. In March, the government will release key climate and energy targets for 2030, the year by which China has pledged to have peaked its emissions.
At the same time, with the US increasingly turning away from climate policy and towards fossil fuel expansionism, China’s role in global climate action is more important than ever.
Carbon Brief asks leading experts what they are watching for from China over the year ahead.
Shuo Li, director of the China Climate Hub, Asia Society Policy Institute
After decades of rapid growth, independent analyses suggest China’s CO2 emissions may have plateaued or even begun to decline in 2025.
The transition from emissions growth to stabilisation and early decline will be the key watch point for 2026 and will be shaped by the forthcoming 15th five-year plan. [This plan will set key economic goals, including energy and climate targets, for 2030.]
However, the precise timing, scale and enforceability of these absolute emissions control measures remain under active debate. Chinese experts broadly agree that if the 2021-2025 period was characterised by continued emissions growth, and 2031-2035 is expected to deliver a clear decline, then 2026-2030 will serve as a critical “bridge” between the two.
Yan Qin, principal analyst, ClearBlue Markets
First, the 15th five-year plan inaugurates the “dual control of carbon” system. This year marks the first time industries and local governments face binding caps on total emissions, not just intensity.
Second, the national carbon market is aggressively tightening. With the inclusion of steel, cement and aluminum this year, regulators are executing a “market reset” – de-weighting older allowances [meaning they cannot be used to contribute to polluters’ obligations for 2026] and enforcing stricter benchmarks to bolster prices ahead of the full rollout of the EU’s carbon border adjustment mechanism.
Cecilia Trasi, senior policy advisor for industry and trade, ECCO
China’s solar manufacturing overcapacity is prompting Beijing’s first serious consolidation efforts. At the same time, its offshore wind technology is advancing rapidly [and there are] signals that Chinese wind companies are pursuing entry into European markets through local production, mirroring strategies adopted by battery manufacturers.
Together, these dynamics suggest that the next phase of cleantech competition will be shaped less by trade defense alone and more by the interaction between Chinese supply-side reforms and global market-absorption capacity.
Tu Le, managing director, Sino Auto Insights
China’s electric vehicle (EV) industry has been the primary force pushing the global passenger vehicle market toward clean energy. That momentum should continue. But a growing headwind has emerged: tariffs. Mexico, Brazil, Europe and the US are just a few of the countries raising barriers, complicating the next phase of global EV expansion.
One new wildcard: the US now effectively controls Venezuelan oil. If that meaningfully impacts global oil prices, it could either slow – or unexpectedly accelerate – the shift toward clean-energy vehicles.
Responses have been edited for length and clarity.
A full-length version of the article is available on the Carbon Brief website.
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SHAPING THE LAND: In addition to land use shaping the climate, climate change is now increasingly “changing the land”, according to satellite monitoring by World Resources Institute, creating a “dangerous feedback loop”.
‘POSITIVE TIPPING POINTS’: A commentary co-authored by climate scientist Prof Corinne Le Quéré in Nature argued that several climate trends have locked in “irreversible progress in climate action”.
FROM THE FLAMES: Nick Grimshaw interviewed musician and data analyst Miriam Quick on how she turned the 2023 Canadian wildfires into music on BBC Radio 6. (Skip to 1:41:45 to listen.)
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The world’s most biodiverse nation, Brazil, has belatedly published its UN plan for halting and reversing nature decline by the end of this decade.
Brazil is home to 10-15% of all known species on Earth, 64% of the Amazon rainforest and it supplies 10% of global food demand, according to official estimates.
It was among around 85% of nations to miss the 2024 deadline for submitting a new UN nature plan, known as a national biodiversity strategy and action plan (NBSAP), according to a joint investigation by Carbon Brief and the Guardian.
On 29 December 2025, Brazil finally published its new NBSAP, following a lengthy consultation process involving hundreds of scientists, Indigenous peoples and civil society members.
The NBSAP details how the country will meet the goals and targets of the Kunming-Montreal Global Biodiversity Framework (GBF), the landmark deal often described as the “Paris Agreement” for nature, agreed in 2022.
Below, Carbon Brief walks through six key takeaways from Brazil’s belated NBSAP:
- The government plans to ‘conserve’ 80% of the Brazilian Amazon by 2030
- It plans to ‘eliminate’ deforestation in Brazilian ecosystems by 2030
- Brazil has ‘aligned’ its actions on tackling climate change and biodiversity loss
- The country seeks to ‘substantially increase’ nature finance from a range of sources
- Brazil’s plans for agriculture include ‘sustainable intensification’
- Brazil conducted a largest-of-its-kind consultation process before releasing its NBSAP
The government plans to ‘conserve’ 80% of the Brazilian Amazon by 2030
The third target of the GBF sets out the aim that “by 2030 at least 30% of terrestrial, inland water and of coastal and marine areas…are effectively conserved and managed”. This is often referred to as “30 by 30”.
Previous analysis by Carbon Brief and the Guardian found that more than half of countries’ pledges were not aligned with this aim. (Importantly, all of the GBF’s targets are global ones and do not prescribe the amount of land that each country must protect.)
Brazil’s NBSAP sets a substantially higher goal – it seeks to conserve 80% of the Amazon rainforest within its borders, as well as 30% of the country’s other ecosystems.
Since Brazil is one of the largest countries in the world, in addition to being the most biodiverse, this higher target represents a significant step towards achieving the global target.
For the purposes of its protected areas target, Brazil considers not just nationally designated protected areas, but also the lands of Indigenous peoples, Quilombola territories and other local communities.
As the NBSAP notes, Brazil has already taken several steps towards achieving the “30 by 30” target.
In 2018, the country created or expanded four marine protected areas in its territorial waters, increasing its protected area coverage from around 1.5% to greater than 25%.
According to Brazil’s sixth national report, submitted to the CBD in 2020, 18% of the country’s “continental area” – that is, its land and inland waters – was part of a protected area. More than 28% of the Amazon received such a designation.
A further 12% of the country is demarcated as Indigenous lands, which “provide important protection to a large territorial extension of the country, particularly in the Amazon biome”, the report says.
The action plan that accompanies the new NBSAP sets out 15 actions in support of achieving target three, including recognising and titling Indigenous lands, establishing ecological corridors and biosphere reserves and implementing national strategies for mangrove, coral reef and wetlands protection.
It plans to ‘eliminate’ deforestation in Brazilian ecosystems by 2030
As well as committing to the GBF targets of protecting and restoring ecosystems, Brazil’s NBSAP also sets a separate target to “eliminate” deforestation in Brazilian biomes by 2030.
Target 1B of Brazil’s NBSAP says that the country aims to “achieve zero deforestation and conversion of native vegetation by 2030”.
The country hopes to achieve this “through the elimination of illegal deforestation and conversion, compensation for the legal suppression of native vegetation, prevention and control of wildfires, combating desertification and attaining land degradation neutrality”.
This goes above and beyond what is set out in the GBF, which does not mention “deforestation” at all.
Brazilian president Luiz Inácio Lula da Silva was reelected as leader in 2022 on a promise to achieve “zero deforestation”, following a rise in Amazon destruction under his predecessor, Jair Bolsonaro.
Data from Global Forest Watch (GFW), an independent satellite research platform, found that deforestation in the Brazilian Amazon fell by a “dramatic” 36% in 2023 under Lula.
However, Brazil remains the world’s largest deforester. Separate GFW data shows that the country accounted for 42% of all primary forest loss in 2024 – with two-thirds of this driven by wildfires fuelled by a record drought.
Brazil has ‘aligned’ its actions on tackling climate change and biodiversity loss
Brazil’s NBSAP comes shortly after it hosted the COP30 climate summit in the Amazon city of Belém in November.
One of the presidency’s priorities at the talks was to bring about greater coordination between global efforts to tackle climate change and biodiversity loss.
At the Rio Earth summit in 1992, the world decided to address Earth’s most pressing environmental problems under three separate conventions: one on climate change, one on biodiversity and the final one on land desertification.
But, for the past few years, a growing number of scientists, politicians and diplomats have questioned whether tackling these issues separately is the right approach.
And, at the most recent biodiversity and land desertification COPs, countries agreed to new texts calling for closer cooperation between the three Rio conventions.
At COP30, the Brazilian presidency attempted to negotiate a new text to enhance “synergies” between the conventions. However, several nations, including Saudi Arabia, vocally opposed the progression of a substantive outcome.
Following on from this, Brazil’s NBSAP states that its vision for tackling nature loss is “aligned” with its UN climate plan, known as a nationally determined contribution (NDC).
In addition, the NBSAP states that Brazil is taking a “holistic approach to addressing the existing crises of climate change and biodiversity loss in a synergistic manner”.
It lists several targets that could help to address both environmental problems, including ending deforestation, promoting sustainable agriculture and restoring ecosystems.
Brazil joins a small number of countries, including Panama and the UK, that have taken steps to bring their actions to tackle climate change and biodiversity loss into alignment.
The country seeks to ‘substantially increase’ nature finance from a range of sources
According to target 19 of the NBSAP, the Brazilian government will “develop and initiate” a national strategy to finance the actions laid out in the document by the end of 2026.
This financial plan “should aim to substantially increase…the volume of financial resources” for implementing the NBSAP.
These resources should come in the form of federal, state and municipal funding, international finance, private funding and incentives for preserving biodiversity, the document continues.
The accompanying action plan includes a number of specific mechanisms, which could be used to finance efforts to tackle nature loss. These include biodiversity credits, a regulated carbon market and the Tropical Forest Forever Facility.
Separately, the NBSAP sets out a goal in target 18 of identifying “subsidies and economic and fiscal incentives that are directly harmful to biodiversity” by the end of this year. Those identified subsidies should then be reduced or eliminated by 2030, it adds.
The document notes that the phaseout of harmful subsidies should be accompanied by an increase in incentives for “conservation, restoration and sustainable use of biodiversity”.
The NBSAP does “important work” in translating the targets of the GBF into “ambitious targets” in the national context, says Oscar Soria, co-founder and chief executive of civil-society organisation the Common Initiative.
Soria tells Carbon Brief:
“While the document is laudable on many aspects and its implementation would change things for the better, the concrete financial means to make it a reality – funding it and halting the funding of activities going against it – are still lacking. In this regard, this NBSAP is a good example of the GBF’s problem at the global level.
“The hardest part of political negotiations will begin only now: in 2026, the Brazilian government will have to evaluate the cost of implementing the NBSAP and where finance will come from.”
Brazil’s plans for agriculture include ‘sustainable intensification’
Brazil is one of the world’s leading food producers, meeting 10% of global demand, according to its NBSAP.
It is also the world’s largest grower of soya beans and the second-largest cattle producer.
However, agriculture is also a major driver of biodiversity loss in Brazil, largely due to the clearing of rainforest or other lands for soya growing and cattle ranching. Agriculture itself is also affected by biodiversity loss, particularly the loss of pollinators. The NBSAP says:
“Biodiversity loss directly undermines agricultural production and human well-being, demonstrating that agriculture, other productive activities and biodiversity conservation are interdependent rather than antagonistic.”
Brazil’s NBSAP addresses sustainable agriculture in target 10A, which aims to “ensure that, by 2030, areas under agriculture, livestock, aquaculture and forestry are managed sustainably and integrated into the landscape”.
It lists several approaches to achieving sustainable production, including agroecology, regenerative agriculture and sustainable intensification.
Targets seven and 10B also pertain to food systems. Target seven seeks to reduce the impacts of pollution, including nutrient loss and pesticides, on biodiversity, while target 10B commits to the sustainable fishing and harvesting of other aquatic resources.
In 2021, Brazil launched its national low-carbon agriculture strategy, known as the ABC+ plan. The plan promotes sustainability in the agricultural sector through both adaptation and mitigation actions.
Brazil conducted a largest-of-its-kind consultation process before releasing its NBSAP
Brazil was among the majority of nations to miss the UN deadline to submit a new NBSAP before the COP16 biodiversity summit in Colombia in October 2024.
At the time, a representative from the Brazilian government said that it was unable to meet the deadline because it was embarking on an ambitious consultation process for its NBSAP.
Braulio Dias, director of biodiversity conservation at the Brazilian Ministry of Environment, who is responsible for the NBSAP process, told Carbon Brief and the Guardian in 2024:
“Brazil is a huge country with the largest share of biodiversity [and] a large population with a complex governance. We are a federation with 26 states and 5,570 municipalities. We started the process to update our NBSAP in May last year and have managed to conclude a broad consultation process involving over a thousand people in face-to-face meetings.
“We are in the process of consolidating all proposals received, consulting all the departments of the Brazilian Ministry of the Environment and Climate Change, all the federal ministries and agencies engaged in the biodiversity agenda and the National Biodiversity Committee, before we can have a high-level political endorsement.
“Then we still have to build a monitoring strategy, a finance strategy and a communication strategy. We will only conclude this process toward the end of the year or early next year.”
In its NBSAP, the Brazilian government says it engaged with around 200 scientific and civil society organisations and 110 Indigenous representatives while preparing its NBSAP.
Around one-third of the Amazon is protected by Indigenous territories.
Indigenous peoples in Brazil have continuously called for more inclusion in UN processes to tackle climate change and nature loss, including by holding multiple demonstrations during the COP30 climate summit in November.
Michel Santos, public policy manager at WWF Brazil, says that many in Brazil’s civil society were pleased with the NBSAP’s extensive consultation process, telling Carbon Brief:
“Brazilian civil society is very happy with everything. It was a long process with broad participation. It took a while to be completed, but we consider the result quite satisfactory.”
The post Brazil’s biodiversity pledge: Six key takeaways for nature and climate change appeared first on Carbon Brief.
Brazil’s biodiversity pledge: Six key takeaways for nature and climate change
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