Welcome to Carbon Brief’s China Briefing.

China Briefing handpicks and explains the most important climate and energy stories from China over the past fortnight. Subscribe for free here.

Key developments

Trade tensions intensify

AUTHORITY TO RETALIATE: China has issued “sweeping” new rules that increase “controls over the overseas transfer of domestic technology”, while also giving the government “explicit” authority to retaliate against governments that restrict Chinese investments, reported finance news outlet Caixin. The rules are a “shield for Chinese enterprises”, argued an editorial in the state-run newspaper China Daily, as well as a way to “protect” China’s “development interests”. Cosimo Ries, an analyst at Trivium China, told Carbon Brief that protecting China’s lead in cleantech manufacturing is one of the aims of the regulations. He said that language around restrictive foreign actions is, in his view, “clearly designed as a response” to the EU’s Industrial Accelerator Act. Ries added that the government is “increasingly working to prevent Chinese IP from being forcefully appropriated or handed away by its own companies seeking market access abroad”.

COMMISSIONERS MEET: The rules come as the EU debates plans to “broaden the use of its trade defences” to protect industries from what the EU industry commissioner described to the Financial Times as “unfair” Chinese competition. A meeting of EU commissioners reaffirmed the need for a “more robust and coherent” response to trade and investment from China, which is seen as “not sustainable”, according to a readout from the European Commission. In response, China said it will “resolutely” retaliate to any “discriminatory” EU trade measures, reported Bloomberg. Meanwhile, Chinese automaker SAIC has confirmed plans to invest €200m ($232m) to build a factory in Spain for vehicles including electric vehicles, said Caixin. Trade envoys from the EU and China backed further discussions after a meeting in early June, reported Reuters.

SURPLUS ‘WIDENED’: According to Chinese customs data covered by Bloomberg, China’s trade surplus with the EU “widened slightly” in May, though its exports to the bloc “slowed”. The outlet added ongoing EU-China trade tensions “could pose a risk to Beijing’s favoured ‘new three’ energy industries”, for which the EU was the “destination for about 40% of exports” in 2025. While country-specific data is not yet available, China’s global exports of “green products”, such as batteries and wind turbines, grew by around 40% in January-May, according to state news agency Xinhua.

Early heat tests China’s grid

PATTERNS BROKEN: China Southern Power Grid, which covers a number of provinces across southern China, reported that it saw a record electricity load of 259 gigawatts (GW) in late May, according to Shanghai-based outlet the Paper. It added that the new record – driven by “widespread cooling demand” due to high temperatures – came “nearly a month earlier” than usual, “breaking a seasonal pattern” where peaks occurred in June and July. High temperatures continued in early June across both northern and southern China, reported China Daily, with some regions reporting temperatures of almost 40C.

HEAVY RAINS: China also continued to see heavy rains across “multiple provinces in southern China”, reported China Daily, with “nearly 10,000 residents” evacuated in Guizhou after torrential rains caused flooding in the area. Flood-response measures have been activated in Hunan and Guangxi, said Bloomberg. The Communist party-affiliated People’s Daily said that floods were also expected in Yunnan, Guangdong and Fujian provinces. Meanwhile, northern China’s Hebei province experienced “dramatic” weather, including “thunderstorms, strong winds, hail and heavy downpours”, said Jing-Jin-Ji News Channel.

CROP RISK: “Against the backdrop of intensifying global warming, northern China is seeing a clear trend of more frequent and severe extreme weather,” said the People’s Daily. Meteorologists attributed the unusually early and intense rain to shifting weather patterns that “reflects broader weather changes in China associated with global warming”, said Bloomberg. An article in the People’s Daily noted that extreme and unusual weather, driven by “climate change”, has “posed varying degrees of risks and challenges to agricultural production”. Another Bloomberg article said expected further rains in southern China could “inundat[e] crops and damag[e] rice fields”.

Mineral trade controls and concerns

EXPORTS BLOCKED: Elsewhere, the Chinese government has “penalised at least 11 companies this year for illegally exporting restricted rare earths and critical minerals”, reported Caixin. It said this included a subsidiary of solar manufacturer JA (formerly JA Solar) for “shipping unlicensed graphite parts to Vietnam”. The Hong Kong-based South China Morning Post reported that China’s rare-earth exports fell by 6.4% in May as “Beijing maintained tight control over shipments”. A new report on rare earths by the Center for Strategic and International Studies stated that “although China’s exports of rare earths and rare-earth magnets have resumed”, flows have been “highly volatile” and licensing has been “uneven”. This was echoed in a report by the Royal United Services Institute that said “China incentivises the export of final products containing rare earths…rather than rare earths themselves”, which could pose “risks” to electric vehicle (EV) and offshore wind supply chains.

EXPORTS CONTROLLED: Zimbabwe has announced that a Chinese company will establish a lithium-carbonate plant in the country, said Bloomberg. It said this followed a ban on lithium exports as the country aimed to “build up local processing capacity for the battery metal”. Meanwhile, Reuters reported that Chinese investors in Indonesia’s coal-dependent nickel industry are looking to other countries. It said this followed plans by the Indonesian government to plan nickel export controls, tighter quotas and tax hikes.

More China news

• ‘GEC’ GUIDANCE: A new set of trial guidelines has been issued to “unify” how clean-electricity consumption is measured, said state broadcaster CCTV. Ying (Jenny) Zheng, a researcher at the Tsinghua TianGong Thinktank, told Carbon Brief that the measures are more than just accounting guidelines. She said they provide a “foundation for one of the key control indicators within China’s emerging carbon-control framework” that should help boost consumption of low-carbon power.
• TOWNS AND TRACTORS: China called for “vigorous efforts” to develop low-carbon buildings in a new 15th five-year plan for “urban renewal”, said BJX News. A five-year plan for agriculture also listed “accelerating” the “green transformation” of agriculture as one of seven key tasks, said Xinhua.
• FUNDRAISING FIGURES: China raised 6bn yuan ($885m) in green sovereign bonds, reported Bloomberg. It said these have previously been used for emissions reductions and “biodiversity preservation”.
• SALES SLUMP: Sales of electric vehicles (EVs) and plug-in hybrids in China fell 7.5% year-on-year in May, reported Reuters. It said they nevertheless made up 62% of all sales, with the Associated Press noting that petrol-car sales fell 42%.
• UK DIALOGUE: UK foreign secretary Yvette Cooper told her Chinese counterpart Wang Yi that the UK is willing to “deepen cooperation” with China on energy and climate change, according to a readout by China’s Ministry of Foreign Affairs.
• MEASURING SUBSIDIES: The Organisation for Economic Cooperation and Development (OECD) released a report saying Chinese companies received “three to eight times more government support than firms based in the OECD”, said Agence France Presse. China’s commerce ministry responded saying the report was “one-sided and arbitrary”, according to Xinhua.

Captured

China’s emissions in January-March 2026 rose 2% year-on-year, driven by growing “curtailment” of wind and solar in the power sector due to “inflexible grid management”, said new analysis for Carbon Brief.

Spotlight 

What do China’s provincial five-year plans reveal about its energy transition?

China’s provincial-level governments have now all published their 15th five-year plans – economic and social development blueprints for 2026-2030.

In this issue, Carbon Brief analyses what all 31 documents say about energy and climate.

Provinces remain focused on clean energy

At the broad level, the new provincial plans follow China’s overarching climate goals. All 31 provincial-level jurisdictions in mainland China pledged to peak carbon emissions before 2030.

Every plan also mentioned the core elements of China’s energy transition strategy, including solar, wind, hydrogen, energy storage and upgrading the power grid.

While solar featured in every plan, specific interests in the technology vary from province to province.

Some set goals to add new solar capacity by 2030. Zhejiang province aims to add 90GW of solar capacity, while Shaanxi plans to “accelerate” construction of wind and solar “bases”. Several others mentioned developing offshore solar farms in the next five years.

However, others instead focused on recycling old solar panels or strengthening solar R&D.

Almost every plan mentioned growing consumption and production of new-energy vehicles (NEVs).

Around 15 provinces mentioned promoting NEV uptake. Jilin set a target for NEVs comprising more than 50% of new car sales by 2030, although its current rate is already thought to be 47%.

While the central government is issuing directives to limit “overcapacity” in the sector, more than 20 provinces said they will continue developing their NEV industries, with many aiming to generate hundreds of billions – or even trillions – of yuan in value.

Meanwhile, 24 provinces will prioritise developing renewable power “direct connection” models, in which renewable generators supply industrial users via a dedicated line – a system that could boost consumption of clean energy.

Provinces diverge in terms of what other technologies they name and how detailed their plans are.

For example, offshore wind and nuclear are mentioned by 11 and 12 provinces respectively, with both technologies mostly targeted to be built in coastal provinces.

But in general, variation reflects more than just geography or resources endowment, said Anders Hove, a senior research fellow at the Oxford Institute for Energy Studies.

“The differences between provinces reflect primarily differences in economic development capabilities and industrial structure,” he told Carbon Brief.

Half of provinces to expand fossil-fuel production

Almost every province pledged to peak coal and oil consumption, in line with similar language in the national-level plan.

However, 17 local governments also pledged to produce more fossil fuels – trying to peak consumption while also expanding output, opening new reserves or lifting production limits.

Most of these are regions designated as national energy-supply bases, including Inner Mongolia, Xinjiang, Shaanxi, Gansu and Heilongjiang.

Yang Li, deputy executive director at the Beijing-based thinktank Institute for Global Decarbonization Progress (iGDP), toldCarbon Brief this pattern reflects the “two dimensions of China’s [energy] transition”. These are a national-level push for peaking fossil-fuel consumption and a desire for energy security by provinces rich in energy resources.

Provinces with significant fossil-fuel economies are also the most likely to mention carbon capture, utilisation and storage (CCUS), which appears in 14 plans.

Provinces jostle to take the lead on AI and hydrogen 

With the national government preparing to spend trillions of yuan on datacentres for the artificial intelligence (AI) industry in the next five years, provincial officials are also tying AI to their energy systems.

More than 20 aim to use AI to help manage coal mines, power grids, oilfields and forecasting renewables output.

Yang said that “AI+energy” represents a desire by policymakers to use AI to enhance energy governance, but adds that “large-scale commercialisation [of the technology] still has some way to go”.

Unlike AI, all provincial plans mention hydrogen, which is named as a “future industry” in the central-level five-year plan.

For example, Hunan calls for promoting hydrogen trucks and rail transport and developing “renewable energy-based” hydrogen production, while Shandong pledges to focus on technological breakthroughs around hydrogen transport and storage, as well as production of green hydrogen.

Similarly, 12 provinces named the other energy-related future industry – nuclear fusion, which remains an experimental technology – as a priority for the next five years. These provinces include Anhui, Guangdong, Hebei, Hubei and Shaanxi.

This spotlight is by freelance China analyst Lekai Liu for Carbon Brief.

Watch, read, listen

FUTURE-FOCUSED: Qiushi, China’s official journal for political theory, published an edition based on “future industries”, in which President Xi Jinping called for advancing hydrogen energy and nuclear fusion.

MIGHTY MANGROVES: The Grantham Research Institute explored China’s uptake of “blue carbon credits”, which could help preserve “powerful carbon sinks” in coastal ecosystems.

IN THE LEAD: Mission Possible Partnership published a report saying China is “widening its lead” in developing a low-carbon industrial sector.

‘AUTOBESITY’: Blue Map examined “autobesity”, the trend towards larger Chinese EVs, and what this could mean for their carbon footprint

13

The number of Chinese solar companies that have joined forces to create the Space Energy Development Alliance, a new organisation to promote space solar energy, said Bloomberg.

5

Minutes devoted to the opening ceremony, which did not offer “any details” on the alliance’s objectives, according to the outlet.

New science 

• National and provincial planning scenarios for China’s solar and wind expansion until 2060 will present different trade-offs with biodiversity | Nature Ecology and Evolution
• Policies to decrease carbon emissions and declines in technology costs could together help achieve “deep” carbon emissions reductions by 2060 in China’s steel industry | PNAS

Recently published on WeChat

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• Q&A：中国能否将氢能发展为可行的清洁能源产业？

China Briefing is written by Anika Patel, with contributions from Lekai Liu, and edited by Simon Evans. Please send tips and feedback to china@carbonbrief.org 

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The post China Briefing 11 June 2026: Tech clampdown | Extreme weather | Provinces’ energy plans appeared first on Carbon Brief.

China Briefing 11 June 2026: Tech clampdown | Extreme weather | Provinces’ energy plans

Vishal Prasad is director of Pacific Islands Students Fighting Climate Change.

When the International Court of Justice (ICJ) delivered its advisory opinion on climate change last year, it marked a turning point not just for the Pacific, but for international climate law.

The court was unambiguous: states have legal obligations to protect the environment from greenhouse gas emissions, and they face accountability when they fail. For those of us who carried this campaign from a classroom in Vanuatu to Europe and New York, it was a moment of profound validation.

World’s top court opens door to compensation from countries responsible for climate crisis

But we have always said that the advisory opinion was a tool, not an endpoint. The ICJ affirmed what many in the Pacific have been saying for some time. Now we have a legal blueprint, we must carry this momentum from the courtrooms to the negotiating rooms.

Potential to shape climate politics

The advisory opinion has already begun to reshape the climate landscape. At COP30 in Belém, we saw countries that had supported the campaign citing the opinion in their interventions, while those blocking progress were clearly concerned of its implications. Its potential to shape climate politics and policy is significant.

This year we have arrived at the mid-year climate negotiations in Bonn not only with the advisory opinion, but with a UN General Assembly resolution endorsing it. Despite a fierce campaign from the usual suspects, just eight countries, including the USA, Saudi Arabia, Russia and Iran voted against. That is a victory for multilateralism at a moment when multilateralism is under strain.

UN General Assembly backs “climate obligations” set by world’s top court

But we know that advisory opinions alone are not enough. Legal clarity will not automatically translate into reduced emissions, increased finance flows or stronger national climate plans. That translation requires political will in the negotiating rooms, both here in Bonn and all the way through Fiji and finally in Antalya this November. 

What the Pacific needs from this negotiating year

The Pacific put significant political capital into the joint Australia-Pacific bid for COP31. It is fair to say that the compromise of Australia holding the role of president of negotiations while the COP is held and presided over by Türkiye is not what we imagined.

But we in the Pacific are used to looking for silver linings. Both Australia and Türkiye have acknowledged the important role the Pacific will have at COP31, through the appointment of Pacific champions and the hosting of a Pacific Pre-COP in Fiji with a leaders event in Tuvalu. These are genuine opportunities to bring the world to our shores and ensure that Pacific issues are front and centre going into the final negotiations.

But we are not naive. Envoy positions and meeting locations are just the architecture of goodwill. We need to see that goodwill converted into concrete negotiating outcomes and finance.

COP31 leaders unveil global targets, with spotlight on electrification

The Pacific helped put Australia’s climate minister Chris Bowen in this important position, so we expect to see Australia advocate not only for us, but to turn a mirror towards itself as one of the world’s biggest fossil fuel exporters. 

At Bonn, and then in Antalya, we need ambition on mitigation that reflects the ICJ’s clarity on state obligations and the science. That means action on fossil fuels. 

We need climate finance that is new, additional and accessible to the countries that need it most. In the Pacific we have already demonstrated what that looks like.

The Pacific Resilience Facility is the first climate finance facility designed, governed and managed by Pacific people, built specifically to reach the grassroots and community initiatives that larger funds routinely bypass. We need the international community to meet that ambition with contributions that reflect climate justice, starting with pledges to meet the $500-million capitalisation goal.

And we need the oceans – which are the lifeblood of the Pacific and a critical part of the global climate system – treated as a central element of the negotiations rather than a thematic aside.

Energy crisis driven by imported fossil fuels

The days of speaking about climate and fossil fuels purely as a moral issue are long gone. Pacific ministers recently adopted the Tassiriki Call for a Fossil Fuel Free Pacific, in the context of a deepening energy crisis that has triggered states of emergency in several Pacific nations. Our dependence on imported fossil fuels is both a climate and an economic vulnerability.

Conflict in the Middle East is pushing our region into an energy crisis. We are dependent on imported fossil fuels for 80% of our energy needs. My home country of Fiji could see an increased fuel bill of nearly three times our annual healthcare budget.

Comment: COP31 must persuade countries to make fossil fuel transition plans 

We need the technical and financial support to transition to 100% renewable energy. Not only because it is what the world owes us for decades of carbon pollution that continue to render parts of our home uninhabitable, damaging ecosystems and culture. But because we must be part of that transition. Fossil fuels have proven to be the greatest source of damage to our climate, and with their volatility, to our sovereignty as well.

What next?

The demands have not changed. Greater action on mitigation, adaptation, finance, loss and damage: these remain the substance of what the Pacific requires from the international community. What has changed is the legal foundation beneath them.

The ICJ has affirmed that these are not requests. They are obligations. The task this year is to make the negotiations reflect that.

The post The Pacific made history in the courts – now we must do it in the negotiations appeared first on Climate Home News.

The Pacific made history in the courts – now we must do it in the negotiations

A 20-year record reveals an estuary tipping toward a saltier, more acidic state. These conditions threaten its hammerhead shark nursery and the aquifer that supplies Miami’s drinking water.

By Kate Waxman

In the shadow of Miami’s skyline, in water churned daily by boats and jet skis, juvenile great hammerhead sharks—a critically endangered species—spend the first two years of their lives. A few miles from downtown, researchers recently pulled a 12-foot critically endangered sawfish from the same shallows. The species has been dying off in alarming numbers across South Florida’s waters since 2024, in an event scientists suspect was set in motion by record ocean heat.

Biscayne Bay Is Slowly Becoming the Ocean