Shell has abandoned a key climate target for 2035 and weakened another goal for 2030, according to its latest “energy transition strategy”.
The oil major has “updated” its target to cut the total “net carbon intensity” of all the energy products it sells to customers – the emissions per unit of energy – by 20% between 2016 and 2030. The reduction is now set at between 15-20%.
Within Shell’s strategy, chief executive, Wael Sawan, writes that this change reflects “a strategic shift” to focus less on selling electricity, including renewable power.
Instead, the company says investment in oil and gas “will be needed” due to sustained demand for fossil fuels. It emphasises the importance of liquified natural gas (LNG) as “critical” for the energy transition and says it will grow its LNG business by 30% by 2030.
This amounts to a bet against the world meeting its climate goals, with the International Energy Agency (IEA) and others concluding no new oil-and-gas investment is needed on a pathway to 1.5C – and warning against the risk of “overinvestment”.
Elsewhere in the report, Shell notes that it has “chosen to retire [its] 2035 target of a 45% reduction in net carbon intensity” due to “uncertainty in the pace of change in the energy transition”.
Both goals were intended as stepping stones on the company’s journey towards net-zero emissions by 2050, a goal set by the previous chief executive, Ben van Beurden, in 2020.
The weakening of climate goals from Shell, the world’s second-largest investor-owned oil-and-gas company, comes after BP scaled back its ambitions last year.
Weaker targets
The new report marks the first three-year review of Shell’s “energy transition plan”, after it was adopted in 2021.
Rather than setting a target for cutting its entire “scope 3” emissions – those generated by the use of Shell’s fossil fuels and other energy products by consumers – the company set itself “net carbon intensity” targets on its path to net-zero.
This allows Shell to bring down its carbon intensity and hit its targets through means other than cutting its oil-and-gas production, such as selling more low-carbon products, including renewable electricity.
Shell initially said the carbon intensity of the energy it sells would fall 20% by 2030, from a baseline of 2016, and then 45% by 2035.
This amounted to a cut from 79g of carbon dioxide equivalent per megajoule of energy (gCO2e/MJ) to 63gCO2e/MJ by 2030 and 43gCO2e/MJ by 2035.
As the chart below shows, these targets have now been weakened. The 2030 target has been changed to a range of 15-20% and the 2035 target has been “retired”, according to a footnote in the review.
Shell attributes these changes to a shift in its business priorities.
The firm says that when it comes to selling electricity, including renewable power, it will focus on “value over volume”. For example, it will target “commercial customers more than retail customers”.
The company points to its withdrawal from supplying energy to European homes, having closed its utilities arms in the UK, the Netherlands and Germany in 2023.
Nevertheless, the company also says the “biggest driver for reducing our net carbon intensity is increasing the sales of and demand for low-carbon energy”, rather than cuts in fossil-fuels production. The report states that:
“Investment in oil and gas will be needed because demand for oil and gas is expected to drop at a slower rate than the natural decline rate of the world’s oil and gas fields, which is 4-5% a year.”
This amounts to a bet against the world meeting its carbon targets. If the world were to get on track to limiting warming to 1.5C, there would be no need for investments in new oil and gas production, according to the IEA.
In its 2023 World Energy Outlook, the IEA said that warnings from oil and gas producers that the world was “underinvesting” in new supplies were no longer valid. It said:
“[T]he fears expressed by some large resource-holders and certain oil and gas companies that the world is underinvesting in oil and gas supply are no longer based on the latest technology and market trends.”
The agency added that risks were “weighted more towards overinvestment”.
LNG over oil
Shell has also introduced a new target for cutting emissions from customer use of its oil products, such as petrol and diesel used in cars, within its energy transition strategy review.
This goal amounts to a 40% reduction in absolute emissions by 2030, compared to 2016 – a level the European company says is compatible with the EU’s climate targets for transport. Shell says it will “gradually reduc[e] exposure to oil products used for transport”, by shifting its sales away from this area.
Alongside this, Shell announced a renewed focus on LNG in the strategy, which it says will play a “critical role” in the energy transition, even as people embrace electric cars and therefore reduce their reliance on oil.
The company expects global demand for LNG to continue growing “at least through the 2030s”, and says it will grow its LNG business by 20-30% by 2030.
This marks a continuation of Shell’s focus on LNG from its 2021 strategy, when it said it would “extend leadership” in this area.
Shell’s internal outlook for the growth of global LNG demand is markedly more optimistic than the IEA’s, which suggests that there is already enough capacity built or under construction to meet demand for the next two decades.
According to the Institute for Energy Economics and Financial Analysis (IEEFA), Shell’s LNG outlook “underestimates barriers” to demand growth. IEEFA says:
“[Shell] is pinning its hopes on rapid demand growth in emerging markets and China’s industrial sector, which may never materialise.”
Despite its plans to expand its LNG business, Shell’s report overall emphasises a “balanced and orderly transition away from fossil fuels”.
Wider trends
Shell states that it has so far met its climate targets and points to its success reducing emissions from its own operations, such as those from oil rigs and offices.
It argues in the small print at the bottom of the report that, despite its targets for consumer carbon intensity, “Shell only controls its own emissions”.
(Shell has long maintained this line, that it is merely meeting the demand of customers to buy fossil fuels. Exxon chief executive Darren Woods recently made a similar argument.)
The report also stresses that its plans for net-zero are dependent on society as a whole and “if society is not net-zero in 2050… there would be significant risk that Shell may not meet this target”. This is familiar language from the oil major, which frequently explains that it is consumers, not Shell itself, that influence fossil-fuel use.
Shell’s review follows the global energy crisis that has unfolded over recent years, driven by spiralling gas prices. In response to the changing energy landscape this has brought about, there has been a shift in tone from the oil majors regarding climate commitments.
It also follows a period in which companies such as Shell have made record profits due to rising fossil-fuel prices.
After taking over from Van Beurden, Shell chief executive Sawan stated that “cutting oil and gas production is not healthy”, emphasising the “fragility of the energy system”. In his introduction to the new strategy, Sawan writes:
“Our ability to raise and invest capital depends on delivering strong returns to shareholders, shaping the role that Shell can play on the journey to net-zero. We believe this focus makes it more, not less, likely that we will achieve our climate targets and ambitions.”
BP, Europe’s second largest oil major, weakened its climate targets last year. The change in its goals, which unlike Shell’s are based on full scope 3 emissions, can be seen in the chart below.
Shell’s “strategic shift” in its operational focus comes amid a wider effort to cut operating costs.
This has seen the company announce plans to reduce staff numbers, in particular in low-carbon sectors of the company such as hydrogen.
The company’s profits have fallen now fossil-fuel costs have returned to more normal levels, but have remained high. In February, the company announced an annual profit for 2023 of more than £22bn ($28bn), one of its most profitable years on record.
The post Shell abandons 2035 emissions target and weakens 2030 goal appeared first on Carbon Brief.
Wildfires have scorched more than 40,000 hectares of land so far this year across the UK – an area more than twice the size of the Scottish city of Glasgow.
This is already a record amount of land burned in a single year, far exceeding the previous high, Global Wildfire Information System (GWIS) data shows.
It is also almost four times the average area burned in wildfires by this stage of the year over 2012-24 – and 50% higher than the previous record amount burned by this time in 2019.
The burned area overtook the previous annual record in April, BBC News reported at the time, and has continued to soar in the months since.
Major wildfires
The chart below shows that UK wildfires in 2025 so far have already burned by far the largest area of land over any calendar year since GWIS records began in 2012. The previous record year was 2019, followed by 2022, while 2024 saw the lowest area size burned.
Annual land area burned by wildfires across the UK from 2012 to 2025 (red), alongside the average area burned each year over 2012-24. Source: Global Wildfire Information System.
Climate change can increase the risk and impact of wildfires. Warmer temperatures and drought can leave land parched and dry out vegetation, which helps fires spread more rapidly. Climate change is making these types of extreme conditions more likely to occur, as well as more severe.
Fire services in England and Wales responded to 564 wildfires from January to June 2025 – an increase from 69 fires in the same period last year, the National Fire Chiefs Council (NFCC) said in a statement in June.
Most wildfires in the UK are caused by human activity, whether accidental or deliberate, according to the NFCC. Some common ignition sources are disposable barbecues, lit cigarettes and campfires.
Jessica Richter, a research analyst at Global Forest Watch, says that, while fires are also a key part of some ecosystems, climate change is the “major driver behind the increasing fire activity around the globe”. She tells Carbon Brief:
“As we see more fires, we’re going to see more carbon being emitted and that’s just going to be, for lack of a better phrasing, adding fuel to the fire.”
Examples of 2025 wildfires around Galloway (1) and Inverness (2) in Scotland, and a wildfire in Powys (3) in Wales. Source: FIRMS, MapTiler, OpenStreetMap contributors.
The UK has also recorded its highest-ever wildfire emissions this year, according to Copernicus, which was “primarily driven” by major wildfires in Scotland from late June to early July.
These were the largest wildfires ever recorded in the country, reported the Scotsman. They “ravaged” land in Moray and the Highlands in the north of the country, the newspaper added.
Scotland experienced an extreme wildfire in Galloway Forest Park in April, which was “so intense it could be seen from space”, the Financial Times said.
Elsewhere, in April, the Belfast News Letter reported that firefighters tackled almost 150 fires on the Mourne Mountains in Northern Ireland.
More recently, BBC News reported that firefighters in Dorset, England received “non-stop” wildfire calls in the first weekend of August, with one blaze “engulf[ing] an area the size of 30 football pitches”.
Wildfires have also caused devastation across many parts of Europe in recent weeks – including Albania, Cyprus, France, Greece, Spain and Turkey – as well as in the US and Canada.
The post Analysis: Record UK wildfires have burned an area twice the size of Glasgow in 2025 appeared first on Carbon Brief.
Analysis: Record UK wildfires have burned an area twice the size of Glasgow in 2025
Climate Change
DeBriefed 8 August 2025: Arctic heatwave; Climate anxiety deep-dive; France’s wildfire crisis
Welcome to Carbon Brief’s DeBriefed.
An essential guide to the week’s key developments relating to climate change.
This week
Global extremes
RECORD HEAT: Multiple countries experienced record heat this week. Nordic countries were hit by a “truly unprecedented” heatwave, where temperatures reached above 30C in the Arctic Circle and Finland endured three straight weeks with 30C heat, its longest heat streak in records going back to 1961, said the Guardian. Reuters reported that the United Arab Emirates (UAE) is facing “surging temperatures this summer”, following its hottest spring ever.
FIRE WEATHER: Some 81 million Americans were under air quality alerts as hundreds of wildfires burned across Canada and parts of the US, reported the Guardian. Meanwhile, a “massive” wildfire in California has “become the biggest blaze in the state so far this year” amid an intensifying heatwave, reported the Associated Press.
TORRENTIAL RAIN: A “torrent of mud” has killed at least four people in the northern Himalayan state of Uttarakhand, Reuters reported. According to the Times of India, “more than one cloudburst” hit the high-altitude district of Uttarkashi on Tuesday, triggering flash floods. It added that cloudburst risks in the Himalayan region are “projected to increase with climate change”. Meanwhile, Taiwan News said that “torrential rain in central and southern Taiwan over several days has left three dead, four missing, 49 injured and prompted 85 rescues”. Flash floods in a Myanmar-China “border town” have killed six people, according to the Straits Times.
Around the world
- COP30 CHAOS: After significant delays and pressure from a UN committee, Brazil has finally launched the official accommodation platform for COP30, Climate Home News reported. It added that “significant markups and sky-high prices remained”.
- MORE TARIFFS: Donald Trump has increased tariffs on imports from India to 50% as “punishment” for the country buying Russian oil, the New York Times reported.
- CORAL BLEACHING: The Guardian said that the Great Barrier Reef suffered its biggest annual drop in live coral since 1986 in two out of the three areas that are monitored by scientists..
- ENDANGERED: Top scientific advisers in the US have announced that they will “conduct an independent, fast-track review of the latest climate science” following the Trump administration’s move to repeal the “endangerment finding”, the scientific basis for federal climate regulations, Inside Climate News reported.
10,000
The number of glaciers in the Indian Himalayas that are “receding due to a warming climate”, according to Reuters.
Latest climate research
- Ecosystem restoration should be “pursued primarily” for biodiversity, supporting livelihoods and resilience of ecosystem services, as “climate mitigation potential will vary” | Nature Geoscience
- Attendees at the 2024 UN Environment Assembly “underestimate global public willingness to contribute 1% of their personal income to climate action” | Communications Earth & Environment
- Urban green spaces can lower temperatures by 1-7C and play a “crucial role in cooling urban environments” | Climate Risk Management
(For more, see Carbon Brief’s in-depth daily summaries of the top climate news stories on Monday, Tuesday, Wednesday, Thursday and Friday.)
Captured
Carbon Brief’s in-depth explainer unpacked the findings of a recent analysis on climate anxiety in more detail. The analysis explored 94 studies, involving more than 170,000 participants across 27 countries, to find out who is more likely to be affected by climate anxiety and what its consequences could be. The analysis suggests that women, young adults and people with “left-wing” political views are more likely to feel climate anxiety.
Spotlight
Heat and fire in France
This week, Carbon Brief explores how France’s media has covered the impacts of recent heatwaves and wildfires.
“We’re used to high temperatures, but we’ve never experienced heat like this [so] early in the year before,” a family member who lives in the Dordogne area of southwest France explained during a recent visit to the country.
Over recent weeks, there have been extreme heatwaves and fires across Europe, which has set new records across the continent, including in France.
France is now gripped once again by extremes. The country is currently experiencing yet another heatwave and this week faced its “largest wildfire in decades”, according to France24.
French climate scientist Dr Olivier Boucher, who is also the CEO of Klima consulting, told Carbon Brief:
“Climate change is already having visible and significant impacts in France. Heatwaves are becoming more frequent, more intense, and are occurring earlier in the season.
“This trend is accompanied by an increased risk of wildfires, particularly in southern regions, though other areas are also increasingly affected, putting the built environment at risk.”
Red alerts
In July, nearly 200 schools closed or partially closed as a result of high temperatures across the country.
Since the start of the summer, water reserves have been under close surveillance and multiple areas are facing water restrictions as a result of drought.
These water restrictions can include the use of tap water and violations can incur fines of €1,500 (£1,300). According to Le Monde, more than a third of the country is under drought alerts.
France has also experienced a “devastating summer” for fire outbreaks, according to FranceInfo. Traditional firework displays celebrating France’s Bastille day on 14 July were cancelled across the country due to forest fire risks, said Le Monde.
On 4 August, the local area of Aude, situated in the south-east, was placed under a red alert for forest fire risks.
Since then, there have been record-breaking fires in the region. BBC News reported that fires have “scorched an area larger than Paris”. The broadcaster added that the country’s prime minister, François Bayrou, linked the fires to global warming and drought, describing them as a “catastrophe on an unprecedented scale”.
Needing to adapt
Le Point explained how heatwaves impact grape vines and how winemakers have adapted their growing techniques by leaving more leaves on vines to protect the grapes from getting burned by the sun. However, it added that, “in the long run, it is necessary to think about more long-term modifications of viticulture”.
FranceInfo told the story of winegrowers losing their crops, worth millions of euros, in the recent fires in southern France, adding that it is “a real economic disaster for farmers affected by the flames”.
Le Monde interviewed French geographer Dr Magali Reghezza-Zitt, who described the nation’s preparations for dealing with climate change as inadequate. She told the newspaper:
“The gap between what needs to be done and the pace at which climate change is accelerating grows wider each year.”
Boucher added to Carbon Brief:
“All economic sectors are impacted by climate change, with agriculture among the most vulnerable. As the warming trend is projected to continue over the coming decades, adaptation will be essential – both through the climate-proofing of infrastructure and through changes in practices across sectors.”
Watch, read, listen
‘GRASSROOTS ALLIANCE’: A Deutsche Welle documentary explained how unions, activists and the India Meteorological Department have joined forces to protect Delhi’s informal workers from extreme heat.
NEW RULES: A Bloomberg article said that South Africa “will seek jail time, fines and higher taxes for breaches of proposed rules to govern carbon emissions” as part of new efforts to reduce the country’s dependency on coal.
SUSTAINABLE AI?: As the AI race intensifies, the Financial Times investigated if data centers can “ever truly be green”.
Coming up
- 5-14 August: Resumed talks on a global plastics treaty, Geneva, Switzerland
- 10-15 August: Ecological Society of America annual meeting | Baltimore, US
- 13-15 August: African Union-AIP water investment summit 2025 | Cape Town, South Africa
- 15 August: China Environmental Science Youth Academic Conference | Changsha, China
Pick of the jobs
- Save the Children, senior climate advisor | Salary: £61,500-£69,200. Location: London
- Irish Independent, environmental correspondent | Salary: Unknown. Location: Dublin
- Ember, interim managing director | Salary: £89,000-£100,000. Location: Remote
- British Antarctic Survey, seabird remote sensing data analyst | Salary: £41,344-£45,479. Location: Cambridge, UK
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 8 August 2025: Arctic heatwave; Climate anxiety deep-dive; France’s wildfire crisis appeared first on Carbon Brief.
DeBriefed 8 August 2025: Arctic heatwave; Climate anxiety deep-dive; France’s wildfire crisis
Climate Change
N.C.’s Democratic Congressional Delegation Condemns EPA Cancellation of Solar for All
They joined a chorus of critics across the country, where grantees in almost every state had been awarded funds to provide solar energy for 900,000 households in low-income and disadvantaged communities.
Democratic U.S. House members from North Carolina on Thursday condemned the Environmental Protection Agency’s plan to cancel $7 billion in grants for the Solar for All program, created under the Biden administration to expand access to solar energy in low-income and disadvantaged communities.
N.C.’s Democratic Congressional Delegation Condemns EPA Cancellation of Solar for All
Carbon footprint offsetting strategies: How leading companies neutralise their emissions
Standard Chartered to Sell 5M Carbon Credits to Help Protect Amazon Rainforest
Joint Statement from ACP, ACORE, and AEU on DOE Grid Reliability and Security Protocol Rehearing Request
-
Climate Change2 years ago
Spanish-language misinformation on renewable energy spreads online, report shows
-
Climate Change Videos2 years ago
The toxic gas flares fuelling Nigeria’s climate change – BBC News
-
Greenhouse Gases1 year ago嘉宾来稿：满足中国增长的用电需求 光伏加储能“比新建煤电更实惠”
-
Climate Change1 year ago嘉宾来稿：满足中国增长的用电需求 光伏加储能“比新建煤电更实惠”
-
Carbon Footprint1 year agoUS SEC’s Climate Disclosure Rules Spur Renewed Interest in Carbon Credits
-
Climate Change2 years ago
Why airlines are perfect targets for anti-greenwashing legal action
-
Climate Change Videos2 years ago
The toxic gas flares fuelling Nigeria’s climate change – BBC News
-
Climate Change2 years ago
Some firms unaware of England’s new single-use plastic ban