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英国最后一座燃煤发电厂——诺丁汉郡的索尔河畔拉特克利夫火电厂(Ratcliffe-on-Soar Power Station)——于10月关闭,标志着英国142年燃煤发电时代的终结。

英国逐步淘汰煤电在国际上意义重大。它是首个实现这一里程碑的主要经济体,也是首个G7成员国。1882年,英国在伦敦霍尔本高架桥(Holborn Viaduct)上建成了世界上第一座燃煤发电厂。

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Carbon Brief的分析显示,从1882年到索尔河畔拉特克利夫火电厂关闭,英国的燃煤电厂共燃烧了46亿吨煤炭,排放了104亿吨二氧化碳(CO2),这比大多数国家从所有来源产生的CO2都多。

英国对煤电的逐步淘汰,将有助于推动煤炭总需求达到17世纪以来的最低水平。

逐步淘汰建立在四个关键要素之上:替代电源的可用性、结束新煤炭产能建设、定价外部因素,以及明确和长期的政府政策。

随着英国致力于到2030年实现电力行业的完全脱碳,其在努力为气候行动建立另一个成功范例方面,既面临挑战,又面临机遇。

英国何时开始使用煤电?

长期以来,英国的资源禀赋就包括丰富的煤炭,但几个世纪以来煤炭的使用量一直很少。煤炭用于发电的时间要晚得多。

最早的蒸汽机从1700年左右开始使用。它通过燃煤将水从矿井中抽出,以便开采更深的煤矿。

这些蒸汽机的效率非常低,但詹姆斯·瓦特(James Watt)和乔治·史蒂文森(George Stevenson)等发明家对蒸汽机进行了改进,使煤的使用更加经济,也更广泛。

如下图所示,经历了上述过程,英国的煤炭使用量开始激增,为工业革命、大英帝国以及全球CO2排放量的激增提供了动力。

格拉斯哥大学(University of Glasgow)经济与社会史高级讲师、《煤炭之乡:战后苏格兰去工业化的意义和记忆》(Coal Country: The Meaning and Memory of Deindustrialization in Postwar Scotland)一书作者伊万·吉布斯(Ewan Gibbs)博士在接受Carbon Brief采访时说:“从英国工业革命的发展历程来看,煤炭对英国19世纪的工业经济发展绝对举足轻重。钢铁工业由煤炭提供动力。在18世纪晚期,当然也包括19世纪上半叶,英国成为了煤炭大国。这是世界上第一个以煤炭为动力的经济体。”

1810年,英国开始用煤生产城镇燃气以用于照明。从1830年开始,随着英国扩张其蜿蜒的铁路网,煤炭被用来提供燃料。

1882年,煤第一次被用来发电供公众使用。同年1月,世界上第一座燃煤发电厂在伦敦霍尔本高架桥开始运行。

除了工业能源之外,这些新用途(包括供热、照明和运输)推动了英国煤炭使用量的急剧上升。需求量从1800年的1490万吨增长到1900年的1.726亿吨,增长了十多倍。

在此期间,英国各地纷纷开设了小型燃煤发电厂。

到1920年,英国的燃煤发电量达到4TWh,满足了全国97%的电力需求,其中大部分来自工厂。

在整个20世纪上半叶,英国的煤炭使用量持续增长。到1956年英国煤炭使用量达到2.21亿吨的峰值时,燃煤发电量仍然只占需求量的一小部分。炼钢、工业、城镇燃气、家庭供热和铁路占据了主导地位。

在20世纪下半叶,除电力外,所有这些用途的煤炭使用量都急剧下降。

这一时期英国煤炭使用量下降的原因,包括北海天然气的出现和蒸汽铁路的终结,以及日益加剧的全球化和去工业化。

战后煤炭使用量下降的另一个关键因素是,到1950年代,煤炭燃烧对环境的影响已变得过于显著和危险,不容忽视。

1952年伦敦烟雾事件已知造成约4000人死亡,实际死亡人数可能更多。

为此,英国议会颁布了《1956年清洁空气法令》(1956 Clean Air Act)。这从法律层面禁止了“烟雾滋扰”或“黑烟”,并对新熔炉的排放设定了限制。1968年,有关排放的法律得到进一步加强。

在随后的几十年里,随着更便宜和清洁的替代能源开始取代煤炭,家庭用暖、铁路运输和工业用煤持续减少。

在这些年里,城市的小型燃煤电厂也逐渐转为靠近煤矿的农村大型发电厂。虽然英国也是核电的先驱,但直到1957年,煤炭在年发电量中的占比才首次降至90%以下。

1960至1964年间,中央电力局(Central Electricity Generating Board)公布了兴建10座燃煤电厂的计划,一批新燃煤电厂随之在1966年至1972年间投运。

这些项目的建设使煤电装机容量在1974年攀升至57.5吉瓦(GW)的历史峰值。几年后的1980年,燃煤发电量达到212TWh的峰值。

英国最后一个新建燃煤发电厂位于德拉克斯(Drax),该厂于1975年投运,当时的装机容量为2GW,但在1986年翻番至4GW。

英国是如何停止使用煤电的?

20世纪下半叶,《清洁空气法令》的实施、从使用城镇燃气转向北海天然气、去工业化和全球化等因素共同推动了煤炭使用的减少。

但如上所述,在这一时期的大部分时间里,煤电继续蓬勃发展,因为其他发电来源无法满足不断增长的用电需求。

因此,燃煤发电量直到1980年才达峰,在1990年仍保持在类似水平。

然后,在主宰英国电力供应长达一个世纪之后,煤炭在两个快速但截然不同的阶段逐步淘汰,其间有一个长达十多年的平稳期。

第一阶段是1990年代的“天然气热潮”(Dash for Gas)。第二阶段则经历了可再生能源的发展、能源效率的提高,以及让燃煤电厂为污染买单的政策。

从1950年代开始,核电厂和燃油发电厂的扩张已开始侵蚀煤炭在英国电力结构中的份额。尽管如此,在整个1960年代和1970年代,随着全国各地燃煤发电厂的兴建,燃煤发电量仍在持续增长。

这批发电厂包括英国最后一家在运的燃煤发电厂索尔河畔拉特克利夫火电厂,它于1968年由中央电力局核准。

虽然1960年代在北海发现了天然气,但多年来,人们一直忽视和限制大规模使用天然气发电。

然而,到1980年代末,随着人们对酸雨的担忧日益加剧,欧盟1988年通过了《大型燃烧设备指令》(Large Combustion Plant Directive),要求减少二氧化硫排放。煤电厂是主要的排放源,而抑制此类排放的减排技术大大增加了煤电厂的运行成本。

与此同时,“联合循环”(“combined cycle”,将燃气轮机和蒸汽轮机组合起来的一种发电方式)燃气轮机技术不断进步,天然气价格不断下降,使得天然气不仅更清洁,而且比煤炭更便宜。

在新私有化的电力行业随之发生的“天然气热潮”,推动燃煤发电量在十年间减少了近一半。燃煤发电量从1990年的200TWh(占总发电量的65%)下降到2000年略高于100TWh(占总发电量的32%),而同期天然气发电量则从几乎为零上升到近150TWh。

世纪之交之后,英国的煤电进入了一个停滞期。燃煤发电量随着天然气价格的起伏而上升、下降、再上升。

2000年,英国现已解散的皇家环境污染委员会(Royal Commission on Environmental Pollution)发表了一份关于能源和“不断变化的气候”的报告,呼吁政府采取“快速部署替代能源”来取代化石燃料等方法,到2050年将英国的温室气体排放量减少至2000年水平的60%。

到2003年能源白皮书发布时,“到2050年减排60%”的目标已成为政府政策。“可再生能源义务”也纳入了到2010年可再生能源发电量占比达到10%的目标。

不过,2003年的白皮书也为使用碳捕集与封存技术(CCS)的“清洁煤”敞开了大门。

在英国煤电进入逐步淘汰的第二阶段之前,有十年的平稳期。该时期见证了一系列新政策的出台、一场大规模抗议运动,以及电力需求出现了意想不到却显著的下降。

其中一项政策进展是2005年生效的欧盟排放交易体系(EUETS),这是世界上首个大型碳市场。该体系最初效果不佳,尤其是在2008年金融危机之后出现了碳价格暴跌,但该体系确立了污染发电厂应为其CO2排放买单的原则。

另一项值得注意的政策是2001年欧盟对《大型燃烧设备指令》进行了更新。该政策对发电厂的空气污染设置了更严格的限制,于2008年生效。

当时,英国的许多燃煤发电厂已经老旧,它们选择使用“克减条款”(豁免权),即如果只运行有限的几个小时,就可以继续运行到2015年,而无需投资污染控制设备。

虽然这决定了一大批老旧发电厂的命运,但当时,在英国新建燃煤发电厂仍在议事日程之上。

2007年底,“金斯诺斯六人组”(Kingsnorth six)活动人士爬上了肯特郡一家现有燃煤发电厂的烟囱,以抗议在该地新建发电厂的计划。2008年1月,当地议会批准了该计划,这使其成为英国24年来第一个新建燃煤电厂。

2008年10月,英国通过了《气候变化法案》(Climate Change Act),其中包括一项具有法律约束力的目标,即到2050年将温室气体排放量减少到比1990年低60%的水平。该目标后来被加强至降低80%,并在2019年再次修订,改为实现“净零”排放。

智库E3G的政策顾问肖恩·雷-罗奇(Sean Rai-Roche)告诉Carbon Brief,该法案是第一个由一个国家制定的具有法律约束力的气候目标,是英国发展历程中的“开创性时刻”,其中便包括逐步淘汰煤炭。

到2009年,时任能源和气候大臣、现任能源安全和净零排放国务大臣埃德·米利班德(Ed Miliband)宣布,英国将不会新建任何不配备碳捕集与封存技术的燃煤电厂。

米利班德当时表示:“新建未减排的煤炭(工厂)的时代已经结束。”

2010年,金斯诺斯(Kingsnorth)发电厂被正式取消,英国再也没有新建任何煤炭项目。随着老发电厂的退役,这为更早的淘汰煤电铺平了道路。

由于英国没有新建燃煤电厂,许多旧的煤电厂也将关闭,而非进行成本高昂的升级改造以满足更严苛的空气污染规定,因此,在替代能源出现后,煤电将进入淘汰的第二阶段。

2013年的《能源法案》通过一项排放性能标准(EPS),正式宣告了无减排措施的煤电项目的终结。该标准规定新建发电厂每千瓦时CO2排放量不得超过450克,这约为未减排煤炭排放量的一半。

智库“能源气候情报组织”(Energy and Climate Intelligence Unit)分析总监西蒙·克兰-麦克格里欣博士(Dr Simon Cran-McGreehin)告诉Carbon Brief,空气污染法规、碳捕集与封存技术的成本和碳定价的综合作用,使得目前的燃煤发电“缺乏竞争力”。

“持续的煤电根本不是一个选项,因为它的成本太高……甚至与天然气和核能相比都没有竞争力,更不用说新兴的可再生能源了。”他说。

2013年的《能源法案》恢复了一些新的核电计划,并扩大了对低碳发电的支持。可再生能源发电量在五年内翻了一番,从2013年的约50TWh增至2018年的110TWh。联合政府还在2013年引入了“碳价下限”,为电力行业的CO2排放增加了额外价格,使天然气比煤炭更受青睐。

Ember智库认为,这一额外的碳价格对英国的煤电产生了“重大影响”,并在随后几年里推动了发电量的急剧减少。

英国电力结构中煤电的占比从2012年的近40%,到2015年降至22%。

除了可再生能源的增长,英国煤电得以迅速淘汰的另一个因素,是自2005年以来电力需求的下降。

事实上,英国的电力需求在2018年已降至1994年以来的最低水平,相对于之前的趋势节省了约100TWh。

电力需求的下降得益于能效法规的实施、LED照明的普及和一些高耗能产业的离岸外包。

这一快速的转变使得在2015年,时任能源和气候变化大臣的安伯·拉德(Amber Rudd)宣布了到2025年实现逐步淘汰煤炭的目标。

2016年,在欧盟的《大型燃烧设备指令》导致最后一家发电厂关闭之后,煤电占年发电量的比例骤降至仅9%。

这一年也见证了自霍尔本高架桥发电厂于1882年投运以来,英国出现首个无煤电小时。随后,英国在2017年迎来了首个无煤电日,2019年迎来了首个无煤电周,2020年迎来了首个无煤电月。

在此之后,煤电淘汰目标在2021年被提前至2024年10月,2020年煤炭发电量仅在电力结构中占到1.8%。

如下图所示,在此期间,继续有燃煤发电厂被关闭。2023年底,英国倒数第二家燃煤发电厂——北爱尔兰的基尔鲁特(Kilroot)——停止了燃煤发电,仅剩下索尔河畔拉特克利夫火电厂。

该电厂于10月1日前关闭,这将结束英国长达142年的煤电历史。与多年来许多误导性的新闻标题相反,英国并没有因此出现停电。

值得注意的是,英国逐步淘汰煤电,以及关闭该国仅存的几个位于威尔士塔尔伯特港(Port Talbot)和林肯郡斯肯索普(Scunthorpe)的高炉,将有助于将2024年的总煤炭需求降至17世纪以来的最低水平。

Carbon Brief的分析显示,在这142年间,英国的燃煤发电厂总共消耗约46亿吨煤炭,产生104亿吨CO2。

如果把英国的燃煤发电厂比作一个国家,那么它们的化石燃料累计排放量将位居世界第28位。这意味着这些燃煤发电厂对当前气候变化的历史责任要大于阿根廷、越南、巴基斯坦或尼日利亚等国家。

英国现在从哪里获得电力?

如今,英国的电力系统与几十年前大不相同,可再生能源在发电组合中日益占据主导地位。

2023年,可再生能源创下新纪录,在全国电力供应的占比达到44%,高于2018年的31%和2010年的7%。Carbon Brief的分析显示,可再生能源今年的发电量将从2023年的约135TWh增加到150TWh以上。

相比之下,化石燃料发电仅占电力供应的三分之一,在电力结构中所占比例达到创纪录低的33%,其中煤电略高于1%。

这一略低于20%的降幅使化石燃料供应量降至104TWh,这是自1957年以来的最低水平,当时95%的电力供应来自煤炭。

下图显示了英国电力结构在一个世纪以来的变化。值得注意的是,虽然石油、核能和天然气都曾在压缩煤电方面发挥了重要作用,但可再生能源现在是(能源转型的)主力。

事实上,所有其他发电来源现在都在衰退:随着英国老化的反应堆即将寿终正寝,核电也在衰退;随着可再生能源的扩张,天然气和煤炭也在下降。

2024年,可再生能源在电力结构中所占的比例将继续增加,Carbon Brief对今年迄今为止的数据进行的分析表明,可再生能源将首次占到电力供应的50%左右。

英国电力的下一步是什么?

在成为第一个逐步淘汰煤炭发电的主要经济体后,英国寻求更进一步,到2030年前实现电力产业完全脱碳。

在保守党政府执政期间,英国的目标是到2035年实现电力部门完全脱碳。新的工党政府将这一目标提前到2030年。

与此同时,随着交通和供暖等行业日益电气化,电力行业将需要开始扩张,以满足这些行业的需求。

前气候变化委员会(CCC)首席执行官、现任政府2030年电力目标“任务控制”负责人克里斯·斯塔克(Chris Stark)于 9 月中旬在伦敦市中心的一次活动中表示,他认为这一目标“可能实现”,但“极具挑战性”。

据CCC称,到2035年,英国的电力需求预计将增长50%。

要满足这一增长需求,英国需要大幅增加可再生能源发电能力,并安全运转靠风能和太阳能发电为主的电网。要实现这一目标,还需要在六年内逐步淘汰未减排天然气发电。目前,天然气的发电占比约为22%。淘汰天然气的速度大约需要是淘汰煤炭速度——从2012年的39%降至2024年的0%——的两倍,如下图所示。

为了实现2030年目标和更广泛的英国气候目标,工党政府已承诺将陆上风电容量增加一倍,太阳能增加三倍,海上风电增加四倍。

政府的“差价合约”(“contracts for difference”)计划继续支持可再生能源的扩张。工党政府还支持新的核项目、碳捕集与封存技术和“天然气发电站战略储备”(“strategic reserve of gas power stations”),以保证电力供应安全。

其他国家可以从英国学到什么?

索尔河畔拉特克利夫火电厂的关闭标志着英国142年煤炭发电时代的结束。

除了象征意义之外,英国的煤炭淘汰在实质上也很重要,因为它表明快速摆脱煤炭发电是可能的。

1990年至2000年间,煤炭在英国发电中的份额减少了一半,随后,煤炭的占比从2012年的五分之二下降到2024年底的零。

这一进展暗示着其他国家——乃至全世界——有可能复制英国的成功,并在此过程中为气候行动做出重大贡献。

有四个关键因素促成了英国的淘汰:

  1. 建设替代性发电来源,且使其数量足以满足甚至超过电力需求增长。
  2. 停止建设新的燃煤电厂。
  3. 通过政策和法规让燃煤电厂承担其产生的空气污染和温室气体排放的成本。
  4. 发出明确的政治信号,让市场也参与其中。

随着英国开启电力行业的下一个重大挑战——到2030年实现清洁能源——它还可能为世界提供另一个成功的气候研究方案。

本文是一篇概要,点击此处阅读原文。

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Heatwaves driving recent ‘surge’ in compound drought and heat extremes

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Drought and heatwaves occurring together – known as “compound” events – have “surged” across the world since the early 2000s, a new study shows. 

Compound drought and heat events (CDHEs) can have devastating effects, creating the ideal conditions for intense wildfires, such as Australia’s “Black Summer” of 2019-20 where bushfires burned 24m hectares and killed 33 people.

The research, published in Science Advances, finds that the increase in CDHEs is predominantly being driven by events that start with a heatwave.

The global area affected by such “heatwave-led” compound events has more than doubled between 1980-2001 and 2002-23, the study says.

The rapid increase in these events over the last 23 years cannot be explained solely by global warming, the authors note.

Since the late 1990s, feedbacks between the land and the atmosphere have become stronger, making heatwaves more likely to trigger drought conditions, they explain.

One of the study authors tells Carbon Brief that societies must pay greater attention to compound events, which can “cause severe impacts on ecosystems, agriculture and society”.

Compound events

CDHEs are extreme weather events where drought and heatwave conditions occur simultaneously – or shortly after each other – in the same region.

These events are often triggered by large-scale weather patterns, such as “blocking” highs, which can produce “prolonged” hot and dry conditions, according to the study.

Prof Sang-Wook Yeh is one of the study authors and a professor at the Ewha Womans University in South Korea. He tells Carbon Brief:

“When heatwaves and droughts occur together, the two hazards reinforce each other through land-atmosphere interactions. This amplifies surface heating and soil moisture deficits, making compound events more intense and damaging than single hazards.”

CDHEs can begin with either a heatwave or a drought.

The sequence of these extremes is important, the study says, as they have different drivers and impacts.

For example, in a CDHE where the heatwave was the precursor, increased direct sunshine causes more moisture loss from soils and plants, leading to a drought.

Conversely, in an event where the drought was the precursor, the lack of soil moisture means that less of the sun’s energy goes into evaporation and more goes into warming the Earth’s surface. This produces favourable conditions for heatwaves.

The study shows that the majority of CDHEs globally start out as a drought.

In recent years, there has been increasing focus on these events due to the devastating impact they have on agriculture, ecosystems and public health.

In Russia in the summer of 2010, a compound drought-heatwave event – and the associated wildfires – caused the death of nearly 55,000 people, the study notes.

Saint Basil's Cathedral, on Red Square, in Moscow, was affected by smog during the fires in Russia in the summer of 2010.
Saint Basil’s Cathedral, on Red Square, in Moscow, was affected by smog during the fires in Russia in the summer of 2010. Credit: ZUMA Press, Inc. / Alamy Stock Photo

The record-breaking Pacific north-west “heat dome” in 2021 triggered extreme drought conditions that caused “significant declines” in wheat yields, as well as in barley, canola and fruit production in British Columbia and Alberta, Canada, says the study.

Increasing events

To assess how CDHEs are changing, the researchers use daily reanalysis data to identify droughts and heatwaves events. (Reanalysis data combines past observations with climate models to create a historical climate record.) Then, using an algorithm, they analyse how these events overlap in both time and space.

The study covers the period from 1980 to 2023 and the world’s land surface, excluding polar regions where CDHEs are rare.

The research finds that the area of land affected by CDHEs has “increased substantially” since the early 2000s.

Heatwave-led events have been the main contributor to this increase, the study says, with their spatial extent rising 110% between 1980-2001 and 2002-23, compared to a 59% increase for drought-led events.

The map below shows the global distribution of CDHEs over 1980-2023. The charts show the percentage of the land surface affected by a heatwave-led CDHE (red) or a drought-led CDHE (yellow) in a given year (left) and relative increase in each CDHE type (right).

The study finds that CDHEs have occurred most frequently in northern South America, the southern US, eastern Europe, central Africa and south Asia.

Charts showing spatial and temporal occurrences over study period
Spatial and temporal occurrence of compound drought and heatwave events over the study period from 1980 to 2023. The map (top) shows CDHEs around the world, with darker colours indicating higher frequency of occurrence. The chart in the bottom left shows how much land surface was affected by a compound event in a given year, where red accounts for heatwave-led events, and yellow, drought-led events. The chart in the bottom right shows the relative increase of each CDHE type in 2002-23 compared with 1980-2001. Source: Kim et al. (2026)

Threshold passed

The authors explain that the increase in heatwave-led CDHEs is related to rising global temperatures, but that this does not tell the whole story.

In the earlier 22-year period of 1980-2001, the study finds that the spatial extent of heatwave-led CDHEs rises by 1.6% per 1C of global temperature rise. For the more-recent period of 2022-23, this increases “nearly eightfold” to 13.1%.

The change suggests that the rapid increase in the heatwave-led CDHEs occurred after the global average temperature “surpasse[d] a certain temperature threshold”, the paper says.

This threshold is an absolute global average temperature of 14.3C, the authors estimate (based on an 11-year average), which the world passed around the year 2000.

Investigating the recent surge in heatwave-leading CDHEs further, the researchers find a “regime shift” in land-atmosphere dynamics “toward a persistently intensified state after the late 1990s”.

In other words, the way that drier soils drive higher surface temperatures, and vice versa, is becoming stronger, resulting in more heatwave-led compound events.

Daily data

The research has some advantages over other previous studies, Yeh says. For instance, the new work uses daily estimations of CDHEs, compared to monthly data used in past research. This is “important for capturing the detailed occurrence” of these events, says Yeh.

He adds that another advantage of their study is that it distinguishes the sequence of droughts and heatwaves, which allows them to “better understand the differences” in the characteristics of CDHEs.

Dr Meryem Tanarhte is a climate scientist at the University Hassan II in Morocco, and Dr Ruth Cerezo Mota is a climatologist and a researcher at the National Autonomous University of Mexico. Both scientists, who were not involved in the study, agree that the daily estimations give a clearer picture of how CDHEs are changing.

Cerezo-Mota adds that another major contribution of the study is its global focus. She tells Carbon Brief that in some regions, such as Mexico and Africa, there is a lack of studies on CDHEs:

“Not because the events do not occur, but perhaps because [these regions] do not have all the data or the expertise to do so.”

However, she notes that the reanalysis data used by the study does have limitations with how it represents rainfall in some parts of the world.

Compound impacts

The study notes that if CDHEs continue to intensify – particularly events where heatwaves are the precursors – they could drive declining crop productivity, increased wildfire frequency and severe public health crises.

These impacts could be “much more rapid and severe as global warming continues”, Yeh tells Carbon Brief.

Tanarhte notes that these events can be forecasted up to 10 days ahead in many regions. Furthermore, she says, the strongest impacts can be prevented “through preparedness and adaptation”, including through “water management for agriculture, heatwave mitigation measures and wildfire mitigation”.

The study recommends reassessing current risk management strategies for these compound events. It also suggests incorporating the sequences of drought and heatwaves into compound event analysis frameworks “to enhance climate risk management”.

Cerezo-Mota says that it is clear that the world needs to be prepared for the increased occurrence of these events. She tells Carbon Brief:

“These [risk assessments and strategies] need to be carried out at the local level to understand the complexities of each region.”

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DeBriefed 6 March 2026: Iran energy crisis | China climate plan | Bristol’s ‘pioneering’ wind turbine

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Welcome to Carbon Brief’s DeBriefed. 
An essential guide to the week’s key developments relating to climate change.

This week

Energy crisis

ENERGY SPIKE: US-Israeli attacks on Iran and subsequent counterattacks across the Middle East have sent energy prices “soaring”, according to Reuters. The newswire reported that the region “accounts for just under a third of global oil production and almost a fifth of gas”. The Guardian noted that shipping traffic through the strait of Hormuz, which normally ferries 20% of the world’s oil, “all but ground to a halt”. The Financial Times reported that attacks by Iran on Middle East energy facilities – notably in Qatar – triggered the “biggest rise in gas prices since Russia’s full-scale invasion of Ukraine”.

‘RISK’ AND ‘BENEFITS’: Bloomberg reported on increases in diesel prices in Europe and the US, speculating that rising fuel costs could be “a risk for president Donald Trump”. US gas producers are “poised to benefit from the big disruption in global supply”, according to CNBC. Indian government sources told the Economic Times that Russia is prepared to “fulfil India’s energy demands”. China Daily quoted experts who said “China’s energy security remains fundamentally unshaken”, thanks to “emergency stockpiles and a wide array of import channels”.

‘ESSENTIAL’ RENEWABLES: Energy analysts said governments should cut their fossil-fuel reliance by investing in renewables, “rather than just seeking non-Gulf oil and gas suppliers”, reported Climate Home News. This message was echoed by UK business secretary Peter Kyle, who said “doubling down on renewables” was “essential” amid “regional instability”, according to the Daily Telegraph.

China’s climate plan

PEAK COAL?: China has set out its next “five-year plan” at the annual “two sessions” meeting of the National People’s Congress, including its climate strategy out to 2030, according to the Hong Kong-based South China Morning Post. The plan called for China to cut its carbon emissions per unit of gross domestic product (GDP) by 17% from 2026 to 2030, which “may allow for continued increase in emissions given the rate of GDP growth”, reported Reuters. The newswire added that the plan also had targets to reach peak coal ​in the next five years and replace 30m tonnes per year of coal with renewables.

ACTIVE YET PRUDENT: Bloomberg described the new plan as “cautious”, stating that it “frustrat[es] hopes for tighter policy that would drive the nation to peak carbon emissions well before president Xi Jinping’s 2030 deadline”. Carbon Brief has just published an in-depth analysis of the plan. China Daily reported that the strategy “highlights measures to promote the climate targets of peaking carbon dioxide emissions before 2030”, which China said it would work towards “actively yet prudently”. 

Around the world

  • EU RULES: The European Commission has proposed new “made in Europe” rules to support domestic low-carbon industries, “against fierce competition from China”, reported Agence France-Presse. Carbon Brief examined what it means for climate efforts.
  • RECORD HEAT: The US National Oceanic and Atmospheric Administration has said there is a 50-60% chance that the El Niño weather pattern could return this year, amplifying the effect of global warming and potentially driving temperatures to “record highs”, according to Euronews.
  • FLAGSHIP FUND: The African Development Bank’s “flagship clean energy fund” plans to more than double its financing to $2.5bn for African renewables over the next two years, reported the Associated Press.
  • NO WITHDRAWAL: Vanuatu has defied US efforts to force the Pacific-island nation to drop a UN draft resolution calling on the world to implement a landmark International Court of Justice (ICJ) ruling on climate, according to the Guardian.

98

The number of nations that submitted their national reports on tackling nature loss to the UN on time – just half of the 196 countries that are part of the UN biodiversity treaty – according to analysis by Carbon Brief.


Latest climate research

  • Sea levels are already “much higher than assumed” in most assessments of the threat posed by sea-level rise, due to “inadequate” modelling assumptions | Nature
  • Accelerating human-caused global warming could see the Paris Agreement’s 1.5C limit crossed before 2030 | Geophysical Research Letters covered by Carbon Brief
  • Future “super El Niño events” could “significantly lower” solar power generation due to a reduction in solar irradiance in key regions, such as California and east China | Communications Earth & Environment

(For more, see Carbon Brief’s in-depth daily summaries of the top climate news stories on Monday, Tuesday, Wednesday, Thursday and Friday.)

Captured

UK greenhouse gas emissions in 2025

UK greenhouse gas emissions in 2025 fell to 54% below 1990 levels, the baseline year for its legally binding climate goals, according to new Carbon Brief analysis. Over the same period, data from the World Bank shows that the UK’s economy has expanded by 95%, meaning that emissions have been decoupling from growth.

Spotlight

Bristol’s ‘pioneering’ community wind turbine

Following the recent launch of the UK government’s local power plan, Carbon Brief visits one of the country’s community-energy success stories.

The Lawrence Weston housing estate is set apart from the main city of Bristol, wedged between the tree-lined grounds of a stately home and a sprawl of warehouses and waste incinerators. It is one of the most deprived areas in the city.

Yet, just across the M5 motorway stands a structure that has brought the spoils of the energy transition directly to this historically forgotten estate – a 4.2 megawatt (MW) wind turbine.

The turbine is owned by local charity Ambition Lawrence Weston and all the profits from its electricity sales – around £100,000 a year – go to the community. In the UK’s local power plan, it was singled out by energy secretary Ed Miliband as a “pioneering” project.

‘Sustainable income’

On a recent visit to the estate by Carbon Brief, Ambition Lawrence Weston’s development manager, Mark Pepper, rattled off the story behind the wind turbine.

In 2012, Pepper and his team were approached by the Bristol Energy Cooperative with a chance to get a slice of the income from a new solar farm. They jumped at the opportunity.

Austerity measures were kicking in at the time,” Pepper told Carbon Brief. “We needed to generate an income. Our own, sustainable income.”

With the solar farm proving to be a success, the team started to explore other opportunities. This began a decade-long process that saw them navigate the Conservative government’s “ban” on onshore wind, raise £5.5m in funding and, ultimately, erect the turbine in 2023.

Today, the turbine generates electricity equivalent to Lawrence Weston’s 3,000 households and will save 87,600 tonnes of carbon dioxide (CO2) over its lifetime.

Ambition Lawrence Weston’s Mark Pepper and the wind turbine.
Ambition Lawrence Weston’s Mark Pepper and the wind turbine. Artwork: Josh Gabbatiss

‘Climate by stealth’

Ambition Lawrence Weston’s hub is at the heart of the estate and the list of activities on offer is seemingly endless: birthday parties, kickboxing, a library, woodworking, help with employment and even a pop-up veterinary clinic. All supported, Pepper said, with the help of a steady income from community-owned energy.

The centre itself is kitted out with solar panels, heat pumps and electric-vehicle charging points, making it a living advertisement for the net-zero transition. Pepper noted that the organisation has also helped people with energy costs amid surging global gas prices.

Gesturing to the England flags dangling limply on lamp posts visible from the kitchen window, he said:

“There’s a bit of resentment around immigration and scarcity of materials and provision, so we’re trying to do our bit around community cohesion.”

This includes supper clubs and an interfaith grand iftar during the Muslim holy month of Ramadan.

Anti-immigration sentiment in the UK has often gone hand-in-hand with opposition to climate action. Right-wing politicians and media outlets promote the idea that net-zero policies will cost people a lot of money – and these ideas have cut through with the public.

Pepper told Carbon Brief he is sympathetic to people’s worries about costs and stressed that community energy is the perfect way to win people over:

“I think the only way you can change that is if, instead of being passive consumers…communities are like us and they’re generating an income to offset that.”

From the outset, Pepper stressed that “we weren’t that concerned about climate because we had other, bigger pressures”, adding:

“But, in time, we’ve delivered climate by stealth.”

Watch, read, listen

OIL WATCH: The Guardian has published a “visual guide” with charts and videos showing how the “escalating Iran conflict is driving up oil and gas prices”.

MURDER IN HONDURAS: Ten years on from the murder of Indigenous environmental justice advocate Berta Cáceres, Drilled asked why Honduras is still so dangerous for environmental activists.

TALKING WEATHER: A new film, narrated by actor Michael Sheen and titled You Told Us To Talk About the Weather, aimed to promote conversation about climate change with a blend of “poetry, folk horror and climate storytelling”.

Coming up

Pick of the jobs

DeBriefed is edited by Daisy Dunne. Please send any tips or feedback to debriefed@carbonbrief.org.

This is an online version of Carbon Brief’s weekly DeBriefed email newsletter. Subscribe for free here.

The post DeBriefed 6 March 2026: Iran energy crisis | China climate plan | Bristol’s ‘pioneering’ wind turbine appeared first on Carbon Brief.

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Q&A: What does China’s 15th ‘five-year plan’ mean for climate change?

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China’s leadership has published a draft of its 15th five-year plan setting the strategic direction for the nation out to 2030, including support for clean energy and energy security.

The plan sets a target to cut China’s “carbon intensity” by 17% over the five years from 2026-30, but also changes the basis for calculating this key climate metric.

The plan continues to signal support for China’s clean-energy buildout and, in general, contains no major departures from the country’s current approach to the energy transition.

The government reaffirms support for several clean-energy industries, ranging from solar and electric vehicles (EVs) through to hydrogen and “new-energy” storage.

The plan also emphasises China’s willingness to steer climate governance and be seen as a provider of “global public goods”, in the form of affordable clean-energy technologies.

However, while the document says it will “promote the peaking” of coal and oil use, it does not set out a timeline and continues to call for the “clean and efficient” use of coal.

This shows that tensions remain between China’s climate goals and its focus on energy security, leading some analysts to raise concerns about its carbon-cutting ambition.

Below, Carbon Brief outlines the key climate change and energy aspects of the plan, including targets for carbon intensity, non-fossil energy and forestry.

Note: this article is based on a draft published on 5 March and will be updated if any significant changes are made in the final version of the plan, due to be released at the close next week of the “two sessions” meeting taking place in Beijing.

What is China’s 15th five-year plan?

Five-year plans are one of the most important documents in China’s political system.

Addressing everything from economic strategy to climate policy, they outline the planned direction for China’s socio-economic development in a five-year period. The 15th five-year plan covers 2026-30.

These plans include several “main goals”. These are largely quantitative indicators that are seen as particularly important to achieve and which provide a foundation for subsequent policies during the five-year period.

The table below outlines some of the key “main goals” from the draft 15th five-year plan.

Category Indicator Indicator in 2025 Target by 2030 Cumulative target over 2026-2030 Characteristic
Economic development Gross domestic product (GDP) growth (%) 5 Maintained within a reasonable range and proposed annually as appropriate. Anticipatory
‘Green and low-carbon Reduction in CO2 emissions per unit of GDP (%) 17.7 17 Binding
Share of non-fossil energy in total energy consumption (%) 21.7 25 Binding
Security guarantee Comprehensive energy production
capacity (100m tonnes of
standard coal equivalent)
51.3 58 Binding

Select list of targets highlighted in the “main goals” section of the draft 15th five-year plan. Source: Draft 15th five-year plan.

Since the 12th five-year plan, covering 2011-2015, these “main goals” have included energy intensity and carbon intensity as two of five key indicators for “green ecology”.

The previous five-year plan, which ran from 2021-2025, introduced the idea of an absolute “cap” on carbon dioxide (CO2) emissions, although it did not provide an explicit figure in the document. This has been subsequently addressed by a policy on the “dual-control of carbon” issued in 2024.

The latest plan removes the energy-intensity goal and elevates the carbon-intensity goal, but does not set an absolute cap on emissions (see below).

It covers the years until 2030, before which China has pledged to peak its carbon emissions. (Analysis for Carbon Brief found that emissions have been “flat or falling” since March 2024.)

The plans are released at the two sessions, an annual gathering of the National People’s Congress (NPC) and the Chinese People’s Political Consultative Conference (CPPCC). This year, it runs from 4-12 March.

The plans are often relatively high-level, with subsequent topic-specific five-year plans providing more concrete policy guidance.

Policymakers at the National Energy Agency (NEA) have indicated that in the coming years they will release five sector-specific plans for 2026-2030, covering topics such as the “new energy system”, electricity and renewable energy.

There may also be specific five-year plans covering carbon emissions and environmental protection, as well as the coal and nuclear sectors, according to analysts.

Other documents published during the two sessions include an annual government work report, which outlines key targets and policies for the year ahead.

The gathering is attended by thousands of deputies – delegates from across central and local governments, as well as Chinese Communist party members, members of other political parties, academics, industry leaders and other prominent figures.

Back to top

What does the plan say about China’s climate action?

Achieving China’s climate targets will remain a key driver of the country’s policies in the next five years, according to the draft 15th five-year plan.

It lists the “acceleration” of China’s energy transition as a “major achievement” in the 14th five-year plan period (2021-2025), noting especially how clean-power capacity had overtaken fossil fuels.

The draft says China will “actively and steadily advance and achieve carbon peaking”, with policymakers continuing to strike a balance between building a “green economy” and ensuring stability.

Climate and environment continues to receive its own chapter in the plan. However, the framing and content of this chapter has shifted subtly compared with previous editions, as shown in the table below. For example, unlike previous plans, the first section of this chapter focuses on China’s goal to peak emissions.

11th five-year plan (2006-2010) 12th five-year plan (2011-2015) 13th five-year plan (2016-2020) 14th five-year plan (2021-2025) 15th five-year plan (2026-2030)
Chapter title Part 6: Build a resource-efficient and environmentally-friendly society Part 6: Green development, building a resource-efficient and environmentally friendly society Part 10: Ecosystems and the environment Part 11: Promote green development and facilitate the harmonious coexistence of people and nature Part 13: Accelerating the comprehensive green transformation of economic and social development to build a beautiful China
Sections Developing a circular economy Actively respond to global climate change Accelerate the development of functional zones Improve the quality and stability of ecosystems Actively and steadily advancing and achieving carbon peaking
Protecting and restoring natural ecosystems Strengthen resource conservation and management Promote economical and intensive resource use Continue to improve environmental quality Continuously improving environmental quality
Strengthening environmental protection Vigorously develop the circular economy Step up comprehensive environmental governance Accelerate the green transformation of the development model Enhancing the diversity, stability, and sustainability of ecosystems
Enhancing resource management Strengthen environmental protection efforts Intensify ecological conservation and restoration Accelerating the formation of green production and lifestyles
Rational utilisation of marine and climate resources Promoting ecological conservation and restoration Respond to global climate change
Strengthen the development of water conservancy and disaster prevention and mitigation systems Improve mechanisms for ensuring ecological security
Develop green and environmentally-friendly industries

Title and main sections of the climate and environment-focused chapters in the last five five-year plans. Source: China’s 11th, 12th, 13th, 14th and 15th five-year plans.

The climate and environment chapter in the latest plan calls for China to “balance [economic] development and emission reduction” and “ensure the timely achievement of carbon peak targets”.

Under the plan, China will “continue to pursue” its established direction and objectives on climate, Prof Li Zheng, dean of the Tsinghua University Institute of Climate Change and Sustainable Development (ICCSD), tells Carbon Brief.

Back to top

What is China’s new CO2 intensity target?

In the lead-up to the release of the plan, analysts were keenly watching for signals around China’s adoption of a system for the “dual-control of carbon”.

This would combine the existing targets for carbon intensity – the CO2 emissions per unit of GDP – with a new cap on China’s total carbon emissions. This would mark a dramatic step for the country, which has never before set itself a binding cap on total emissions.

Policymakers had said last year that this framework would come into effect during the 15th five-year plan period, replacing the previous system for the “dual-control of energy”.

However, the draft 15th five-year plan does not offer further details on when or how both parts of the dual-control of carbon system will be implemented. Instead, it continues to focus on carbon intensity targets alone.

Looking back at the previous five-year plan period, the latest document says China had achieved a carbon-intensity reduction of 17.7%, just shy of its 18% goal.

This is in contrast with calculations by Lauri Myllyvirta, lead analyst at the Centre for Research on Energy and Clean Air (CREA), which had suggested that China had only cut its carbon intensity by 12% over the past five years.

At the time it was set in 2021, the 18% target had been seen as achievable, with analysts telling Carbon Brief that they expected China to realise reductions of 20% or more.

However, the government had fallen behind on meeting the target.

Last year, ecology and environment minister Huang Runqiu attributed this to the Covid-19 pandemic, extreme weather and trade tensions. He said that China, nevertheless, remained “broadly” on track to meet its 2030 international climate pledge of reducing carbon intensity by more than 65% from 2005 levels.

Myllyvirta tells Carbon Brief that the newly reported figure showing a carbon-intensity reduction of 17.7% is likely due to an “opportunistic” methodological revision. The new methodology now includes industrial process emissions – such as cement and chemicals – as well as the energy sector.

(This is not the first time China has redefined a target, with regulators changing the methodology for energy intensity in 2023.)

For the next five years, the plan sets a target to reduce carbon intensity by 17%, slightly below the previous goal.

However, the change in methodology means that this leaves space for China’s overall emissions to rise by “3-6% over the next five years”, says Myllyvirta. In contrast, he adds that the original methodology would have required a 2% fall in absolute carbon emissions by 2030.

The dashed lines in the chart below show China’s targets for reducing carbon intensity during the 12th, 13th, 14th and 15th five-year periods, while the bars show what was achieved under the old (dark blue) and new (light blue) methodology.

China reports meeting its latest carbon-intensity target after a change in methodology.
Dashed lines: China’s carbon-intensity targets during the 12th, 13th, 14th and 15th five-year plan periods. Bars: China’s achieved carbon-intensity reductions according to either the old methodology (dark blue) and the new one (light blue). The achieved reductions during the 12th and 13th five-year plans are from contemporaneous government statistics and may be revised in future. The reduction figures for the 14th five-year plan period are sourced from government statistics for the new methodology and analysis by CREA under the old methodology. Sources: Five-year plans and Carbon Brief.

The carbon-intensity target is the “clearest signal of Beijing’s climate ambition”, says Li Shuo, director at the Asia Society Policy Institute’s (ASPI) China climate hub.

It also links directly to China’s international pledge – made in 2021 – to cut its carbon intensity to more than 65% below 2005 levels by 2030.

To meet this pledge under the original carbon-intensity methodology, China would have needed to set a target of a 23% reduction within the 15th five-year plan period. However, the country’s more recent 2035 international climate pledge, released last year, did not include a carbon-intensity target.

As such, ASPI’s Li interprets the carbon-intensity target in the draft 15th five-year plan as a “quiet recalibration” that signals “how difficult the original 2030 goal has become”.

Furthermore, the 15th five-year plan does not set an absolute emissions cap.

This leaves “significant ambiguity” over China’s climate plans, says campaign group 350 in a press statement reacting to the draft plan. It explains:

“The plan was widely expected to mark a clearer transition from carbon-intensity targets toward absolute emissions reductions…[but instead] leaves significant ambiguity about how China will translate record renewable deployment into sustained emissions cuts.”

Myllyvirta tells Carbon Brief that this represents a “continuation” of the government’s focus on scaling up clean-energy supply while avoiding setting “strong measurable emission targets”.

He says that he would still expect to see absolute caps being set for power and industrial sectors covered by China’s emissions trading scheme (ETS). In addition, he thinks that an overall absolute emissions cap may still be published later in the five-year period.

Despite the fact that it has yet to be fully implemented, the switch from dual-control of energy to dual-control of carbon represents a “major policy evolution”, Ma Jun, director of the Institute of Public and Environmental Affairs (IPE), tells Carbon Brief. He says that it will allow China to “provide more flexibility for renewable energy expansion while tightening the net on fossil-fuel reliance”.

Back to top

Does the plan encourage further clean-energy additions?

“How quickly carbon intensity is reduced largely depends on how much renewable energy can be supplied,” says Yao Zhe, global policy advisor at Greenpeace East Asia, in a statement.

The five-year plan continues to call for China’s development of a “new energy system that is clean, low-carbon, safe and efficient” by 2030, with continued additions of “wind, solar, hydro and nuclear power”.

In line with China’s international pledge, it sets a target for raising the share of non-fossil energy in total energy consumption to 25% by 2030, up from just under 21.7% in 2025.

The development of “green factories” and “zero-carbon [industrial] parks” has been central to many local governments’ strategies for meeting the non-fossil energy target, according to industry news outlet BJX News. A call to build more of these zero-carbon industrial parks is listed in the five-year plan.

Prof Pan Jiahua, dean of Beijing University of Technology’s Institute of Ecological Civilization, tells Carbon Brief that expanding demand for clean energy through mechanisms such as “green factories” represents an increasingly “bottom-up” and “market-oriented” approach to the energy transition, which will leave “no place for fossil fuels”.

He adds that he is “very much sure that China’s zero-carbon process is being accelerated and fossil fuels are being driven out of the market”, pointing to the rapid adoption of EVs.

The plan says that China will aim to double “non-fossil energy” in 10 years – although it does not clarify whether this means their installed capacity or electricity generation, or what the exact starting year would be.

Research has shown that doubling wind and solar capacity in China between 2025-2035 would be “consistent” with aims to limit global warming to 2C.

While the language “certainly” pushes for greater additions of renewable energy, Yao tells Carbon Brief, it is too “opaque” to be a “direct indication” of the government’s plans for renewable additions.

She adds that “grid stability and healthy, orderly competition” is a higher priority for policymakers than guaranteeing a certain level of capacity additions.

China continues to place emphasis on the need for large-scale clean-energy “bases” and cross-regional power transmission.

The plan says China must develop “clean-energy bases…in the three northern regions” and “integrated hydro-wind-solar complexes” in south-west China.

It specifically encourages construction of “large-scale wind and solar” power bases in desert regions “primarily” for cross-regional power transmission, as well as “major hydropower” projects, including the Yarlung Tsangpo dam in Tibet.

As such, the country should construct “power-transmission corridors” with the capacity to send 420 gigawatts (GW) of electricity from clean-energy bases in western provinces to energy-hungry eastern provinces by 2030, the plan says.

State Grid, China’s largest grid operator, plans to install “another 15 ultra-high voltage [UHV] transmission ​lines” by 2030, reports Reuters, up from the 45 UHV lines built by last year.

Below are two maps illustrating the interlinkages between clean-energy bases in China in the 15th (top) and 14th (bottom) five-year plan periods.

The yellow dotted areas represent clean energy bases, while the arrows represent cross-regional power transmission. The blue wind-turbine icons represent offshore windfarms and the red cooling tower icons represent coastal nuclear plants.

Maps showing layout of key energy projects in China during 2026-2030 (top) and 2021-2025 (bottom). Source: Chinese government’s 15th five-year plan and 14th five-year plan.
Maps showing layout of key energy projects in China during 2026-2030 (top) and 2021-2025 (bottom). Source: Chinese government’s 15th five-year plan and 14th five-year plan.
Maps showing layout of key energy projects in China during 2026-2030 (top) and 2021-2025 (bottom). Source: Chinese government’s 15th five-year plan and 14th five-year plan.

The 15th five-year plan map shows a consistent approach to the 2021-2025 period. As well as power being transmitted from west to east, China plans for more power to be sent to southern provinces from clean-energy bases in the north-west, while clean-energy bases in the north-east supply China’s eastern coast.

It also maps out “mutual assistance” schemes for power grids in neighbouring provinces.

Offshore wind power should reach 100GW by 2030, while nuclear power should rise to 110GW, according to the plan.

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What does the plan signal about coal?

The increased emphasis on grid infrastructure in the draft 15th five-year plan reflects growing concerns from energy planning officials around ensuring China’s energy supply.

Ren Yuzhi, director of the NEA’s development and planning department, wrote ahead of the plan’s release that the “continuous expansion” of China’s energy system has “dramatically increased its complexity”.

He said the NEA felt there was an “urgent need” to enhance the “secure and reliable” replacement of fossil-fuel power with new energy sources, as well as to ensure the system’s “ability to absorb them”.

Meanwhile, broader concerns around energy security have heightened calls for coal capacity to remain in the system as a “ballast stone”.

The plan continues to support the “clean and efficient utilisation of fossil fuels” and does not mention either a cap or peaking timeline for coal consumption.

Xi had previously told fellow world leaders that China would “strictly control” coal-fired power and phase down coal consumption in the 15th five-year plan period.

The “geopolitical situation is increasing energy security concerns” at all levels of government, said the Institute for Global Decarbonization Progress in a note responding to the draft plan, adding that this was creating “uncertainty over coal reduction”.

Ahead of its publication, there were questions around whether the plan would set a peaking deadline for oil and coal. An article posted by state news agency Xinhua last month, examining recommendations for the plan from top policymakers, stated that coal consumption would plateau from “around 2027”, while oil would peak “around 2026”.

However, the plan does not lay out exact years by which the two fossil fuels should peak, only saying that China will “promote the peaking of coal and oil consumption”.

There are similarly no mentions of phasing out coal in general, in line with existing policy.

Nevertheless, there is a heavy emphasis on retrofitting coal-fired power plants. The plan calls for the establishment of “demonstration projects” for coal-plant retrofitting, such as through co-firing with biomass or “green ammonia”.

Such retrofitting could incentivise lower utilisation of coal plants – and thus lower emissions – if they are used to flexibly meet peaks in demand and to cover gaps in clean-energy output, instead of providing a steady and significant share of generation.

The plan also calls for officials to “fully implement low-carbon retrofitting projects for coal-chemical industries”, which have been a notable source of emissions growth in the past year.

However, the coal-chemicals sector will likely remain a key source of demand for China’s coal mining industry, with coal-to-oil and coal-to-gas bases listed as a “key area” for enhancing the country’s “security capabilities”.

Meanwhile, coal-fired boilers and industrial kilns in the paper industry, food processing and textiles should be replaced with “clean” alternatives to the equivalent of 30m tonnes of coal consumption per year, it says.

“China continues to scale up clean energy at an extraordinary pace, but the plan still avoids committing to strong measurable constraints on emissions or fossil fuel use”, says Joseph Dellatte, head of energy and climate studies at the Institut Montaigne. He adds:

“The logic remains supply-driven: deploy massive amounts of clean energy and assume emissions will eventually decline.”

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How will China approach global climate governance in the next five years?

Meanwhile, clean-energy technologies continue to play a role in upgrading China’s economy, with several “new energy” sectors listed as key to its industrial policy.

Named sectors include smart EVs, “new solar cells”, new-energy storage, hydrogen and nuclear fusion energy.

“China’s clean-technology development – rather than traditional administrative climate controls – is increasingly becoming the primary driver of emissions reduction,” says ASPI’s Li. He adds that strengthening China’s clean-energy sectors means “more closely aligning Beijing’s economic ambitions with its climate objectives”.

Analysis for Carbon Brief shows that clean energy drove more than a third of China’s GDP growth in 2025, representing around 11% of China’s whole economy.

The continued support for these sectors in the draft five-year plan comes as the EU outlined its own measures intended to limit China’s hold on clean-energy industries, driven by accusations of “unfair competition” from Chinese firms.

China is unlikely to crack down on clean-tech production capacity, Dr Rebecca Nadin, director of the Centre for Geopolitics of Change at ODI Global, tells Carbon Brief. She says:

“Beijing is treating overcapacity in solar and smart EVs as a strategic choice, not a policy error…and is prepared to pour investment into these sectors to cement global market share, jobs and technological leverage.”

Dellatte echoes these comments, noting that it is “striking” that the plan “barely addresses the issue of industrial overcapacity in clean technologies”, with the focus firmly on “scaling production and deployment”.

At the same time, China is actively positioning itself to be a prominent voice in climate diplomacy and a champion of proactive climate action.

This is clear from the first line in a section on providing “global public goods”. It says:

“As a responsible major country, China will play a more active role in addressing global challenges such as climate change.”

The plan notes that China will “actively participate in and steer [引领] global climate governance”, in line with the principle of “common,but differentiated responsibilities”.

This echoes similar language from last year’s government work report, Yao tells Carbon Brief, demonstrating a “clear willingness” to guide global negotiations. But she notes that this “remains an aspiration that’s yet to be made concrete”. She adds:

“China has always favored collective leadership, so its vision of leadership is never a lone one.”

The country will “deepen south-south cooperation on climate change”, the plan says. In an earlier section on “opening up”, it also notes that China will explore “new avenues for collaboration in green development” with global partners as part of its “Belt and Road Initiative”.

China is “doubling down” on a narrative that it is a “responsible major power” and “champion of south-south climate cooperation”, Nadin says, such as by “presenting its clean‑tech exports and finance as global public goods”. She says:

“China will arrive at future COPs casting itself as the indispensable climate leader for the global south…even though its new five‑year plan still puts growth, energy security and coal ahead of faster emissions cuts at home.”

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What else does the plan cover?

The impact of extreme weather – particularly floods – remains a key concern in the plan.

China must “refine” its climate adaptation framework and “enhance its resilience to climate change, particularly extreme-weather events”, it says.

China also aims to “strengthen construction of a national water network” over the next five years in order to help prevent floods and droughts.

An article published a few days before the plan in the state-run newspaper China Daily noted that, “as global warming intensifies, extreme weather events – including torrential rains, severe convective storms, and typhoons – have become more frequent, widespread and severe”.

The plan also touches on critical minerals used for low-carbon technologies. These will likely remain a geopolitical flashpoint, with China saying it will focus during the next five years on “intensifying” exploration and “establishing” a reserve for critical minerals. This reserve will focus on “scarce” energy minerals and critical minerals, as well as other “advantageous mineral resources”.

Dellatte says that this could mean the “competition in the energy transition will increasingly be about control over mineral supply chains”.

Other low-carbon policies listed in the five-year plan include expanding coverage of China’s mandatory carbon market and further developing its voluntary carbon market.

China will “strengthen monitoring and control” of non-CO2 greenhouse gases, the plan says, as well as implementing projects “targeting methane, nitrous oxide and hydrofluorocarbons” in sectors such as coal mining, agriculture and chemicals.

This will create “capacity” for reducing emissions by 30m tonnes of CO2 equivalent, it adds.

Meanwhile, China will develop rules for carbon footprint accounting and push for internationally recognised accounting standards.

It will enhance reform of power markets over the next five years and improve the trading mechanism for green electricity certificates.

It will also “promote” adoption of low-carbon lifestyles and decarbonisation of transport, as well as working to advance electrification of freight and shipping.

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The post Q&A: What does China’s 15th ‘five-year plan’ mean for climate change? appeared first on Carbon Brief.

Q&A: What does China’s 15th ‘five-year plan’ mean for climate change?

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