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The Academy of Macroeconomic Research (AMR) is a research institution under the direct supervision of China’s National Development and Reform Commission (NDRC), the ministry in charge of economic development and planning.

As a “national high-end thinktank”, the AMR’s Energy Research Institute is a well-respected body conducting energy transition research and providing vital suggestions on the energy transition to Beijing. 

At this year’s COP29 in Baku, it launched the executive summary of 2024 China Energy Transformation Outlook (CETO), a key report describing China’s pathways to net-zero.

The launch was attended by a number of high-level officials, including climate envoy Liu Zhenmin and the head of the International Energy Agency, Dr Fatih Birol.

Carbon Brief’s Wanyuan Song was granted a rare – and lengthy – joint interview with its director general, Prof Lyu Wenbin, and director, Prof Bai Quan, who is also the lead author of the report, to hear their views about China’s energy transition.

  • On China’s commitment to climate action: “Climate change doesn’t just affect China, it affects every country in the world…Climate change is not fake. It is happening and we are all on the same boat.”
  • On international collaboration: “The joint work [on energy transition pathways] was meant to allow for a deeper grasp of the problems, making the research findings more scientific and [suggestions] more reasonable.”
  • On an early emissions peak: “[W]e would love to try our best…but we can’t rule out all possibilities to peak even earlier than planned.”
  • On updates in this year’s outlook: [This year w]e have also placed more emphasis on international cooperation.”
  • On the need for global cooperation: “To achieve the best scenario, China shouldn’t be the only country that puts efforts into energy transition.”
  • On stimulus and carbon reduction: “China’s ‘two new’ (“两新”) policy – large-scale equipment renewals and trade-ins of consumer goods – is one of [the policies]. The first three aspects [of ‘two new’] directly promote carbon reduction.”
  • On managing electricity grids and markets: “China has never faced this kind of challenge before. The demand for electricity is huge, and soaring.”
  • On China’s coal use: “With renewable energy becoming more powerful and energy storage becoming cheaper and more flexible, coal plants can play the role of ‘firefighters’ in the system – used in an electricity crisis whenever it is needed.”
  • On the role of “green hydrogen”: “[I]t is very expensive at the moment…Commercial and technology innovation are needed to reduce costs.”
  • On calls for greater ambition from China: “It can’t be the case that developing countries need to cut more emissions than developed countries – that would break the UN’s principle of ‘common but differentiated responsibilities’.”

CB: Why is China so determined to achieve its energy transition and combat climate change?

Bai Quan: Climate change doesn’t just affect China, it affects every country in the world. No one is excluded from it. China is one of the victims of extreme weather. The horrifying typhoon in Shanghai in recent months has blown windows off of skyscrapers – Shanghai didn’t have that many typhoons in the past. Autumn in Qinghai province [in west China] used to be cool and dry, but now it has become rainy. The weather forecast [once] said there was light rain in Beijing, but the heavy rain in the neighbouring province Hebei drowned people. Summer is getting hotter and winter is getting colder – this is climate change, and no one can survive alone. If Shanghai was drowned, would London be spared, would New York be OK? Climate change is not fake. It is happening and we are all on the same boat. 

Combating climate change is a must, it is one of our core needs, and the primary thing we need to do to secure life and production. Low-carbon issues have been part of China’s policy  for a long time but it wasn’t as big of a focus until President Xi vouched for climate action with the “dual-carbon” goal. The [“dual-carbon” goal] promise to the world is serious and, after President Xi announced it in 2020, it has become a hot topic [in media and among ordinary people]. The energy transition, as a sustainable solution, helps the “dual-carbon” goal to be realised. 

CB: Your institute is working with national and international partners to produce an annual “China energy transformation outlook”. Can you tell me how that collaboration came about and what the aims of the project are?

Lyu Wenbin: The Chinese government has proposed the “dual-carbon” goal, and the energy transition is an important part of this process. Now that a goal has been clearly set, what we should do to deliver it is to choose the best pathway. Our research was conducted along with the Danish Energy Agency and Columbia University. The joint work was meant to allow for a deeper grasp of the problems, making the research findings more scientific and [suggestions] more reasonable. 

CB: We covered your CETO 2023 report, in which you listed three stages of transformation. The first of these phases is the peaking phase, which lasts until 2030. With China rapidly expanding renewable energy this year and hitting its wind and solar capacity targets six years early, do you think China could peak even earlier than planned – “before 2030”?

BQ: There are many uncertainties and changes in the world economy, geopolitics and even military actions at the moment. Uncertainty also exists in climate change. China’s electricity consumption grew faster than expected and we would love to try our best to overcome all the difficulties to meet China’s carbon peaking goal before 2030, but we can’t rule out all possibilities to peak even earlier than planned.

CB: What differences are there in your outlook for China’s energy transition this year, compared to 2023?

BQ: The scenarios are different, although they are basically aligned. We have also placed more emphasis on international cooperation. The report itself has absorbed experiences from different places, such as Denmark’s experience in heating, for modelling, pathway design and other suggestions in the report. We would be very interested in discussing more new ideas and sharing our experience with everyone else.

CB: What would be needed for China to realise the most ambitious energy transition scenario featured in your report?

BQ: To achieve the best scenario, China shouldn’t be the only country that puts efforts into energy transition. China, as a developing country, at the government level and at the individual level, has already done a lot. The energy transition needs global cooperation. More people will realise the urgent need to combat climate change if we all join hands together. Solving some problems, such as commercialising hydrogen, also needs more joint research.

CB: You have previously said China’s energy transition relies on comprehensive policy support for green industry, “effective” investment in the green and low-carbon sector as well as promoting green consumption. Do you see signs of this in government plans for economic stimulus? 

BQ: Yes, many! China’s “two new” (“两新”) policy – large-scale equipment renewals and trade-ins of consumer goods – is one of them. In the document issued by the State Council [China’s central government], there are four aspects: “implementing equipment updates, trade-in of consumer goods, recycling, and improving standards”. 

The first three aspects directly promote carbon reduction. The first one is to service industrial sectors, the second one is to serve the general public, and the third one is for China’s “circular economy”. The last aspect indirectly serves energy saving and carbon reduction goals, by setting standards [for energy usage, emissions and recycling] to prevent people from re-purchasing outdated equipment with low energy efficiency.

In the past, it was difficult to recycle old production equipment, such as large motors. One obstacle is the challenge of acquiring a “first receipt” to be eligible for tax deductions. [Scrapped product sellers often cannot provide the purchase receipt – the “first receipt” – to the resource recycling companies for value-added tax deductions.] The new policy allows an ordinary invoice to be used for pre-tax deduction, solving the problem. This is a very important incentive to meet the 2027 goals [of the “two new” policy]. 

For the ordinary people, the “two new” policy also benefits their daily life. For example, they can receive subsidies for about 10-20% of a new purchase, with up to 2,000 yuan ($276) to trade-in a new fridge. [Trade-in subsidies for home appliances cover fridges, washing machines, televisions, air conditioners and computers.] They can get new energy saving electronics appliances at a very low price.

The “two new” policy documents clearly state the delineation of responsibilities of both the central and local governments, including funding they should provide. [The central government accounts for about 90% of funding and has issued a 300bn yuan ($41bn) bond to support this effort.] China holds regular press conferences stating progress on the “two new” policy, including on the renewal of outdated solar and wind equipment.

Another vital policy is the “guidelines to ramp up green transition of economic, social development” issued by the Central Committee of the Communist Party of China and the State Council. [See Carbon Brief’s China Briefing for more.] That is to say, it’s not just the [state-affiliated] State Council that promotes the “green transformation”, the Central Committee [the leading body of the Communist party] also really values it. There was a green transition policy before, but this new policy is a top-level design of “full green transition” [across every aspect of society]. It is a blueprint of China’s transition in industry, building [construction], transportation, energy and many other areas. Together with the “two new”, which is an implementation document for this top-level design, we now have both a direction and a manual for the energy transition. 

CB: China is attempting to upgrade its electricity grids and markets to manage the variability of wind and solar power. What are the biggest challenges it faces in this area?

BQ: China has never faced this kind of challenge before. The demand for electricity is huge, and soaring. Reforms in the electricity pricing system and grid management are underway, and so are many other reforms. These reforms need to be economical, fair and feasible. Reforms, in general, have less impact on the rich than the poor. In the end, we can’t just ignore energy safety and cut electricity supply, nor ignore the poor being unable to afford it. This is a big challenge for the government to achieve in such a short time, especially if we are to peak carbon before 2030. Current price reform, in terms of whole reform effort, is happening very quickly, with the medium-to-long term contract reforms, as well as the spot market and the ancillary market reforms. However, it is a complicated matter, with each province facing different situations. Industrial usage and civilian usage are also different – we need to protect ordinary people’s needs.

CB: There has been significant international criticism of China’s decision to use coal-fired power plants as “flexibility providers” in its energy transition. Will coal continue to be necessary for China’s energy mix as it approaches carbon neutrality in 2060 and beyond, and how effective are China’s current efforts to develop low-carbon coal-fired power?

BQ: China’s principle is “construction new before destruct old” (先立后破), which is also translated as “build before breaking”. [See Carbon Brief’s articles from 2021 and 2022 for background.] The challenge China faces is different [from other countries], our electricity consumption is growing too fast. Energy security for us is most important, and cutting coal out completely does not match the basic principle of energy supply. What we can do is to increase the share of green electricity when improving the overall quantity and quality of electricity supply. Power grids also need to improve capacity for electricity generated from renewable sources, to counter their variable nature. Energy storage is an ideal solution for us, but it is too expensive at the moment. 

The only pragmatic solution at the moment is asking coal plants to “tiao feng” (调峰, part-load operation, which means run below full-capacity). The old design of a coal-fired power plant was to operate for 5,500 hours annually, but they are at about 4,000 hours now. With renewable energy becoming more powerful and energy storage becoming cheaper and more flexible, coal plants can play the role of “firefighters” in the system – used in an electricity crisis whenever it is needed. 

Overall, electricity is the core of future development. Reforms in electricity generation, power grids, electricity usage and electricity demand are all needed. Developing countries in particular face harder challenges. It is not only China – Vietnam and India also are exploring solutions to their power problems. Therefore, we emphasise global cooperation, which is vital for finding a solution for us all.

CB: Will “green hydrogen” play a significant role in China’s future energy mix and, if so, when do you think it will be deployed at scale?

BQ: Yes. Green hydrogen is a great alternative for fossil fuels in the chemical industry and the transportation sector. We were excited about it when it was first discovered, but it is very expensive at the moment. To deploy green hydrogen, commercial and technology innovation are needed, to reduce costs.

China’s carbon pricing has not reached the chemical industry yet, but it might change with changes in the market. The commercialisation of hydrogen is very important, a hydrogen fuel-cell vehicle needs to be affordable. We face the same problem that the EU faces and we would love to learn from them. 

CB: Recent research has suggested that China should reduce emissions to at least 30% below 2023 levels by 2035, to align with the Paris Agreement goal of limiting warming to 1.5C. Some Chinese scientists have called this 30% figure “too ambitious”. Do you think a 30% reduction would be achievable? 

BQ: I haven’t read the paper so can’t comment on it. I am not sure if there are suggestions for other countries in this research paper. [International expectations for China’s climate goals] need to be fair for China, as a developing country. [They] need to consider the shared responsibilities of the developed countries, including the US and EU. It can’t be the case that developing countries need to cut more emissions than developed countries – that would break the UN’s principle of “common but differentiated responsibilities”. China has not yet reached carbon peak, it still has some ways to go.

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Why the ICJ’s advisory opinion on climate change took a backseat at COP30  

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With the International Court of Justice’s landmark advisory opinion on climate change hot off the press this July, hopes were high it could be used as a diplomatic lever for stronger climate action at COP30 in Brazil. But it proved a difficult tool to wield in a tense atmosphere.

The advisory opinion (AO) from the world’s top court – which determined that all states have obligations to protect the climate system from significant harm – has already been woven into new climate litigation and existing legal cases, and judges are starting to reference it in their rulings.

The Mexican community of El Bosque in Tabasco even managed to use it as leverage in recent negotiations with the central government over its latest national climate plan (NDC).

Yet, while some countries wanted the ICJ’s non-binding conclusions to feature in the main political decision approved at November’s climate COP in the Amazon city of Belém, the lack of a coordinated strategic push meant that did not happen, legal experts said.

    Monaco, Mexico, the Alliance of Small Island States (AOSIS) and the group of Least Developed Countries (LDCs) all called for the ICJ’s decision – and two other climate advisory opinions from the Inter-American Court of Human Rights and the International Tribunal on the Law of the Sea – to be recognised during various COP30 presidency consultations.

    But Jennifer Bansard, the Earth Negotiations Bulletin team leader, told journalists at COP30 that these requests were “at very generic levels” and did not go into the courts’ actionable findings.

    “Deep, deep, deep red line”

    The closest the ICJ advisory opinion came to being mentioned in a formal text was during a review of the Warsaw International Mechanism for Loss and Damage (WIM). This is key as experts believe the decision has particularly significant implications for the new loss and damage fund.

    During these discussions, the Independent Alliance of Latin American and Caribbean Nations (AILAC) said the AO provides “an informed legal foundation” for advancing work on loss and damage. They pointed to “the need for comprehensive assessment and health protection” for vulnerable groups and “forms of reparation” This was supported by Vanuatu, which led the diplomatic work resulting in the ICJ opinion.

    But Saudi Arabia, representing the Arab Group, responded that the ICJ’s final outcome is “non-binding” and “does not represent parties’ views” even though it participated in the process. Negotiations, it added, are a “party-driven process based on consensus, and not litigation”.

    According to a source in the room, the Arab Group described the inclusion of the ICJ AO anywhere in the WIM document as a “deep, deep, deep red line”. “If you insist on discussing it, we might as well just suspend this session to not waste each other’s time,” said Saudi Arabia’s negotiator. The AO is not mentioned in the final agreed WIM text.

    “We are still here” – COP30 tests resolve to keep fighting climate crisis

    Harjeet Singh, founding director of the Satat Sampada Climate Foundation and strategic advisor to the Fossil Fuel Non-Proliferation Treaty Initiative, said the group was particularly concerned about the ICJ’s reference to the status of a state as developed or developing as “not static”.

    “They feared that formally recognising the opinion would open the door to limitless legal liability for fossil fuel production,” he explained.

    Left out of the COP30 cover decision

    In addition, the AO’s recognition of a “just and fast transition in line with best available science” was mentioned by Fiji, for the Alliance of Small Island States (AOSIS), at an inaugural meeting on the Just Transition Work Programme. AILAC, Egypt and the UK also raised it during just transition negotiations, while Malawi used it to try to frame transition finance as a legal necessity.

    Some states had expected the cover decision to recognise the AO in some form, but text drawn up by Brazil’s COP presidency did not include relevant wording.

    The lack of references came despite the fact that the UN asked the ICJ for the advisory opinion unanimously and 96 countries spoke at the hearings.

    Data visualisation developed by law professor Margaret Young and designers Dan Parker and Stanislav Roudavski.

    Singh said the COP30 battle lines were drawn so sharply on the ICJ opinion because it validates the claims of vulnerable countries for climate justice, while historical and large polluters wanted “to avoid acknowledging any legal framework that implies liability”.

    But, he added, while pushing back strongly against it, developed countries “neither championed nor explicitly opposed it in open plenary to avoid negative optics”.

    The ICJ’s recognition that COP decisions may have legal effects could also make negotiators more wary of what they agree to.

    In the closing COP30 plenary, Palau for AOSIS noted the ICJ’s clear assertion of 1.5C as the legal temperature limit. Yet the final Mutirao decision explicitly reiterates the Paris Agreement’s language of “pursuing efforts” to reach that level, while retaining the original goal of “well below 2°C”.

    No coordinated push to champion the AO

    Harj Narulla, a barrister specialising in climate litigation and counsel for the Solomon Islands, argued the COP30 decision “undermined” the ICJ’s conclusions. But barring a few nations like Saudi Arabia, he saw the overall outcome as a “failure of capacity and coordination, rather than a principled opposition to using the AO”.

    Insiders said government negotiating teams remain too separate from their legal teams, and the former were not properly briefed on how the AO could be used in practice.

    The leadership expected from climate-vulnerable countries, particularly the island nations that had advocated for the AO in the first place, also seems to have been absent. A briefing by Ed King and Lindsey Smith, who work on international climate strategy for the Global Strategic Communications Council, described AOSIS’s showing at COP30 in particular as “insipid”.

    EU alliance with climate-vulnerable nations frays over finance trade-off

    Ralph Regenvanu, minister of climate change of Vanuatu and a key architect of the AO campaign, mentioned it several times in public, including at Cambodia’s announcement that it would formally support a fossil fuel non-proliferation treaty. But his focus seemed to be on pursuing a new UN resolution recognising the ICJ’s findings.

    Neither AOSIS nor Regenvanu responded to requests for comment.

    Influencing the wider narrative

    Nonetheless, Mohamed Adow, director of Power Shift Africa who has followed the climate talks for many years, believes the AO is “starting to influence the wider narrative around responsibility and liability”.

    “Though it did not make the ‘waves’ in the formal text that many hoped for, it was clearly the ‘undercurrent’ beneath many streams of negotiation,” agreed Singh.

    Nikki Reisch, climate and energy programme director at the Center for International Environmental Law, an organisation that supports the youth activists who sparked the AO process, said the opinion also supports “the need to reform the UNFCCC to make it fit for purpose”. That includes preventing fossil fuel industry influence and allowing majority voting so that a handful of countries cannot block climate action.

    Eyes on Colombia fossil fuel transition conference

    In 2026, the opinion may start to play a stronger role on the global stage, including at an international conference on a just transition away from fossil fuels co-hosted by Colombia and The Netherlands next April.

    The Fossil Fuel Treaty initiative says that gathering will align with the AO, “which confirmed that states have a legal obligation to protect the climate, including by addressing fossil fuel production, licensing and subsidies”.

    Colombia seeks to speed up a “just” fossil fuel phase-out with first global conference

    Experts, meanwhile, expect more domestic lawsuits underpinned by the advisory opinion aimed at pushing countries to raise their ambition on cutting emissions and say inter-state litigation cannot be ruled out.

    “COP30 in Belém is by no means the last word on the ICJ AO or the climate duties it confirms,” Reisch said.

    A version of this article was originally published in The Wave.

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    China risks emissions rebound amid policy shifts, experts warn

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    After holding stable for two years, China’s carbon emissions may climb back up as the construction of new fossil fuel power plants accelerates and recent policy changes cloud the outlook for clean energy, a new report warned.

    The world’s biggest carbon polluter is expected to keep total emissions flat in 2025 despite rising energy demand – a sign that clean power may, for the first time, fully offset the growth in electricity consumption, the analysis by the Centre for Research on Energy and Clean Air (CREA) showed.

    But the Finland-based research group cautioned that a “concerning” policy environment for the next few years increased the risk of an emissions rebound. It added that China was also set to miss its key target for cutting carbon intensity – CO2 emissions per unit of gross domestic product – this year, meaning steeper reductions will be needed to hit its headline 2030 climate goal of slashing carbon intensity by 65%.

    Belinda Schäpe, China policy analyst at CREA, said it was unclear how strongly committed China remained to its targets, despite leaders’ assertions that the government always makes good on its climate promises.

    “All of this uncertainty raises a lot of questions around where emissions are going,” Schäpe told Climate Home News. “At the moment, it’s very finely balanced. They are just about flat but could well go up or down again based on the decisions that the government will make.”

    New pricing model for renewables

    Record solar energy installations and strong growth in wind power capacity have increased the share of non-fossil fuel electricity this year, with emissions from the power sector set to decline for the first time since 2016, the report said. But that progress has been partially countered by the rapidly growing use of coal for the production of plastics and other chemical products, meaning overall emissions are expected to remain stable.

    At the same time, experts have warned that China’s new pricing system for solar and wind projects risks slowing the clean energy boom. Under the new policy introduced last June, developers of new solar and wind power plants need to secure contracts with provincial authorities through competitive auctions, instead of being guaranteed a fixed price.

      Schäpe said prices had been “very, very low” in some of the auctions so far. “Of course, that’s great for consumers, but it’s really bad for project developers because they don’t want to go ahead and invest in new projects facing the risk of no returns,” she said.

      Earlier this year, the International Energy Agency (IEA) cut its forecast for China’s 2025-2030 renewables growth by 5% due to the changes in the pricing model. The watchdog’s head Fatih Birol said the profitability of renewables projects – especially solar and wind – was expected to decline between 10% and 15% with the new policy.

      Coal power boom continues

      Coal power plants, on the other hand, are protected from this market-based system, relying instead on long-term power purchase agreements that lock in prices, Schäpe said, describing it as “unfair competition”.

      China’s rapidly expanding coal power fleet is adding to the concerns. In 2025, the country has added the largest amount of coal-fired capacity since 2015, while progress on retiring older plants remains very slow, CREA’s report highlighted.

      This runs contrary to a pledge made by President Xi Jinping in 2021 to “strictly control” new coal power projects. That commitment was omitted from Beijing’s updated national climate plan (NDC) submitted in late October ahead of COP30.

      In its new NDC, China set an absolute emission reduction target for the first time, committing to cutting its greenhouse gas emissions by between 7% and 10% by 2035 from unspecified “peak levels”.

      Aerial photo shows the ship unloading coals at Lianyungang Port east China’s Jiangsu Province, 12 June, 2025. Oriental Image via Reuters Connect

      Aerial photo shows the ship unloading coals at Lianyungang Port east China’s Jiangsu Province, 12 June, 2025. Oriental Image via Reuters Connect

      Focus on next five-year plan

      Schäpe said that the absence of a base year could create an incentive to raise emissions and “storm the peak” – pushing them as high as possible to make future reduction targets easier to meet.

      She said this put the focus on China’s 2030 carbon intensity target, adding that if Beijing was still serious about meeting it, emissions would need to peak “around now”.

      China targeted an 18% reduction between 2021 and 2025, but it is projected to achieve about 12% by the end of this year, CREA’s report said. If that is confirmed, China will then need to significantly ramp up efforts to cut carbon intensity in the next five years to achieve its headline climate commitment for 2030.

      Analysts expect China’s new five-year plan – the blueprint for its economic development – to provide more clarity on the country’s energy policies next year.

      “We will see how the government is going to balance these two opposing forces: the outgoing coal industry interests and the new cleantech sectors that are meant to become the driver of future growth,” Schäpe said.

      The post China risks emissions rebound amid policy shifts, experts warn appeared first on Climate Home News.

      China risks emissions rebound amid policy shifts, experts warn

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      Proposal for global minerals deal meets opposition as China looks away

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      Saudi Arabia, Russia and Iran are among countries opposed to discussing options for agreeing on global norms to protect people and the planet from the impacts of mining, processing and recycling minerals needed for the clean energy transition, documents seen by Climate Home News show.

      Environment officials gathered in Nairobi, Kenya, ahead of the UN Environment Assembly (UNEA) next week are discussing a resolution by Colombia and Oman that aims to make mineral supply chains more transparent and sustainable at a time when growing demand is spurring resource-rich countries to court investment and boost production.

      They have proposed the creation of an expert group to identify a range of binding and non-binding international instruments “for coordinated global action on the environmentally sound management of minerals and metals” from mining to recycling. The group would also look at how to handle mining waste and provide guidelines on recovering minerals from tailings responsibly.

      Those instruments could range from a global minerals treaty to a non-binding declaration or set of standards on best practice. The resolution is co-sponsored by Armenia, Ecuador and Zambia.

      Colombia has previously called for an international minerals treaty to define rules and standards that would make mineral value chains more transparent and accountable.

      China, US on the sidelines for now

      But Iran, Russia and Saudi Arabia, which is emerging as a major player in mineral supply chains, oppose launching a process that could lead to an international agreement on the issue, according to several sources and documents shared with Climate Home News.

      Countries will vote on the proposal next week, during the seventh session of UNEA, the world’s top decision-making body for environmental matters.

      China, which dominates the processing of 19 of 20 minerals deemed critical for the global economy, has so far stayed quiet about the proposal, but analysts said Beijing was unlikely to support any supranational initiative to govern mineral supply chains.

      China’s priority is “to remain sovereign throughout the process of how these minerals are produced and traded” and to promote cooperation “on its own terms”, said Christian-Géraud Neema, an expert on Chinese engagement in Africa’s transition minerals sector and the Africa editor of the China-Global South Project.

        The US, which has been trying to counter China’s critical minerals clout, is not attending UNEA, while the EU – another major global market – is understood to broadly support the proposal.

        A spokesperson for the US State Department said: “Our team in Nairobi is focused on the US-Kenya relationship and delivering results for the American people, rather than litigating endless woke climate change theater.” The European Commission did not immediately respond to a request for comment.

        Several other countries have raised objections. Chile, a top producer of copper and lithium, wants to narrow the focus of the resolution to voluntary cooperation on illegal mining.

        In Africa, most countries back the Colombia-Oman proposal, but Uganda and Egypt oppose it, said Nsama Chikwanka, director of Publish What You Pay Zambia, an NGO focused on resource sovereignty.

        “Race to the bottom”

        Campaigners say countries should unite at UNEA to pave the way for talks on the issue, with some saying binding rules should be the eventual target.

        “The investments that are coming to countries like Zambia are from multinational enterprises and national laws are inadequate to ensure that robust standards are applied. So we need something that is internationally binding,” Chikwanka said.

        This comes after opposition from China and Russia thwarted a push by mineral-rich developing countries as well as the UK, the European Union and Australia to reflect the environmental and social risks associated with mining-related activities in the outcome of COP30.

        “What we are seeing at the moment is a huge race to the bottom of environmental standards at the same time as the impacts of mining are already immense,” said Johanna Sydow, a resource policy expert who heads the international environmental policy division of Germany’s Heinrich-Böll Foundation.

        It is the chance now to create a long-lasting space for governments to work together on this issue,” she told Climate Home News.

        Zambia reels from acid spills at copper mines
        Farmers Nelson Banda and Elizabeth Bwalya stand in a field of maize burnt by a major acid spill at the Sino-Metals Leach Zambia copper mine in February (Photo: Stafrance Zulu)

        The race to extract minerals like lithium, nickel, copper, cobalt and rare earths needed to manufacture batteries, solar panels, wind turbines and other advanced digital and military technologies has led to growing cases of human rights violations, social conflict and environmental harms around the world.

        In Indonesia, nickel mining is fuelling deforestation, in Zambia, copper mining has led to catastrophic leaks of mining waste and in Latin America, Indigenous Peoples say the rush to extract lithium for batteries is trampling their rights.

        In 2024 alone, the Business and Human Rights Resource Centre recorded 156 allegations of human rights abuses linked to the mining of energy transition minerals.

        Counter-proposals favour non-binding measures

        Opposed to global discussions about possible binding tools to govern mineral supply chains, Saudi Arabia and Iran have instead suggested the creation of a technical platform that could review the impacts of mineral extraction in developing countries, explore options for support to address them, and advance voluntary cooperation on environmentally-sound practices.

        Digging beyond oil: Saudi Arabia bids to become a hub for energy transition minerals

        Saudi Arabia is already cooperating with mineral-rich nations on its own terms by investing billions of dollars in transition minerals abroad in a bid to become a global mineral processing hub that could become a counterweight to China’s dominance.

        China, meanwhile, threw its weight behind a G20 agreement on a voluntary and non-binding Critical Minerals Framework intended to ensure that mineral resources “become a driver of prosperity and sustainable development”.

        At the G20 leaders’ summit in South Africa last month, which was snubbed by the US, China also launched an economic and trade initiative on minerals, aiming to secure access to minerals in exchange for cooperation on technology, capacity-building and financing.

          At least 19 countries, including Cambodia, Nigeria, Myanmar and Zimbabwe, alongside the UN Industrial Development Organisation, have reportedly joined the initiative.

          For Neema, of the China-Global South Project, this is an explicit attempt to counter resource diplomacy by the US, which is offering developing countries security and military support in exchange for minerals.

          “Producing countries in the Global South are more likely to be attracted by this approach because they know that the likelihood of Chinese companies and banks showing up is quite high,” he said.

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