Nature Climate Change by Springer Science Journal and Carbon Brief on Telegram by GRT : Pubmedgram , Pubmed on Tg
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分析：清洁能源2025年为中国GDP增长贡献超过三分之一
2025年，太阳能、电动汽车及其他清洁能源技术对中国经济增长的贡献已超过三分之一，并拉动超过九成的投资增长。
中国清洁能源行业产值在2025年达到创纪录的15.4万亿元人民币（约合2.1万亿美元），约占国内生产总值（GDP）的11.4%，该数字相当于巴西或加拿大的经济规模。
Carbon Brief基于官方数字、行业数据及分析师报告进行的最新分析显示，2022年至2025年间，中国清洁能源行业的实际规模几乎翻了一番；若将其视为一个独立经济体，其规模可位列全球第八。
该分析的其他主要成果包括：
* 清洁能源行业支撑中国实现了“5%左右”的GDP增长目标，若排除清洁能源行业，2025年GDP实际增速仅为3.5%。
* 清洁能源产业的扩张速度持续快于整体经济，其年增长率从2024年的12%提升至2025年的18%。
* 电动汽车、电池和光伏“新三样”仍是中国清洁能源经济贡献的核心，创造了约三分之二的增加值，并吸纳了一半以上的行业投资。
* 2025年，中国在清洁能源领域的投资达7.2万亿元人民币（约1万亿美元），约为同期化石燃料开采与煤电投资（2600亿美元）的四倍。
* 尽管2025年清洁能源技术出口保持了快速增长，但对中国企业而言，国内市场在价值规模上仍显著大于出口市场。
这些投向清洁能源制造业的资金，代表着对中国乃至全球能源转型的重大押注，也为政府和企业保持这一发展势头提供了动力。
然而，未来的长期走势仍然存在不确定性，尤其是在太阳能领域。受136号文件下的新定价机制影响，太阳能发电装机增速已有所放缓，而中央政府设定的相关目标也明显低于近几年的实际扩张水平。
如果放缓趋势持续下去，这些产业或将从经济增长的驱动力转变为拖累因素，同时加剧工业领域的“产能过剩”问题，并进一步恶化国际贸易摩擦。
但即便中央政府对清洁能源未来五年的目标设定较为谨慎，地方政府和国有企业的规划与投资力度，仍有可能推动清洁能源产业继续实现显著增长。
本文在此前对2023年和2024年清洁能源经济贡献分析的基础上进行了更新。
清洁能源行业表现优于整体经济
中国的清洁能源经济持续高速增长，远超整体经济增速。这意味着它对年度经济增长的贡献尤为显著。
下图显示，2025年，清洁能源技术贡献了中国超过三分之一的GDP增量，并推动了超过90%的新增投资增长。
https://www.carbonbrief.org/wp-content/uploads/2026/02/2025E5B9B4E6B885E6B481E883BDE6BA90E5AFB9E4B8ADE59BBDE7BB8FE6B58EE5A29EE995BFE79A84E8B4A1E78CAEE8B685E8BF87E4B889E58886E4B98BE4B880_1-scaled.png 中国各行业对投资（左）与整体GDP（右）增长的贡献，单位：万亿元。来源：能源与清洁空气研究中心（CREA）为Carbon Brief所作分析。
2022年，中国清洁能源经济规模约为8.4万亿元人民币（1.2万亿美元）。到2025年，这一规模几乎翻了一番，达到15.4万亿元人民币（2.1万亿美元）。
这一体量相当于巴西或加拿大的经济总量，使中国的清洁能源产业堪比全球第八大经济体，产值约为世界第四大经济体印度经济总量的一般，也大致相当于美国加利福尼亚州经济规模的一半。
由于清洁能源产业持续跑赢整体经济，其在中国经济中的占比也在不断上升，从2022年占中国GDP的7.3%上升至2025年的11.4%。
https://www.carbonbrief.org/wp-content/uploads/2026/02/2_E6B885E6B481E883BDE6BA90E59CA8E4B8ADE59BBDE7BB8FE6B58EE4B8ADE79A84E58DA0E6AF94E68C81E7BBADE4B88AE58D87_1-scaled.png 中国清洁能源行业对国内生产总值（GDP）的贡献占比，%。来源：能源与清洁空气研究中心（CREA）为Carbon Brief所作分析。
如果没有清洁能源行业，中国2025年的GDP增速将仅为3.5%，因此，在经济稳定增长为中国首要目标之一的2025年，清洁能源做出了至关重要的贡献。
下表按行业和活动进行了详细分类。
电动汽车和电池是GDP增长的最大驱动力
2024年，电动汽车和太阳能是最大的增长驱动力。而到了2025年，电动汽车和电池则占据了主导地位，合计贡献了44%的经济效益，以及清洁能源行业一半以上的增长。这主要得益于产出和投资的同步强劲增长。
在未剔除通胀因素的名义GDP口径下，电动汽车的贡献甚至更为突出。这是因为电动汽车价格同比保持相对稳定，而整体经济仍处于通缩环境中。同时，电池制造投资在2024年下滑后于2025年出现反弹。
下图展示了电动汽车和电池的主要贡献，既反映了清洁能源经济的整体规模，也显示了各子行业对年度增量的具体贡献情况。
https://www.carbonbrief.org/wp-content/uploads/2026/02/3_E4B8ADE59BBDE6B885E6B481E883BDE6BA90E7BB8FE6B58EE8A784E6A8A1E59CA8E4B889E5B9B4E58685E68EA5E8BF91E7BFBBE5808D-scaled.png 2022-2025年中国清洁能源行业对国内生产总值（GDP）及其增长的贡献，单位：万亿元。来源：能源与清洁空气研究中心（CREA）为Carbon Brief所作分析。
第二大子行业是清洁能源发电、输电和储能，在2025年占清洁能源对GDP贡献的40%，并贡献了清洁能源产业当年约30%的增长。
在电力领域内部，最主要的增长动力来自风电和太阳能发电装机投资的扩大，以及风电和太阳能发电量的增长；其次是太阳能设备及材料的出口。
作为2022–2023年的重要增长引擎，太阳能组件产业链投资在2025年连续第二年下降，这与政府遏制产能过剩和行业“非理性”价格竞争的政策导向一致。
此外，铁路运输约占清洁能源行业总经济产出的12%，但其同比增长相对温和，2025年其营业收入增长3%，投资增长6%。
需要指出的是，国际能源署（IEA）在其《世界能源投资报告》中估计，中国2025年清洁能源投资为 6270亿美元，而化石能源投资为 2570亿美元。
在采用与IEA一致的行业口径进行测算时，本研究对2025年中国清洁能源投资的估计为 4300亿美元，低于IEA的数值。而本文中所呈现的1万亿美元清洁能源投资总规模，并非源于更激进的单项假设，而是由于纳入了更为广泛的产业和活动范围，超出了IEA报告所覆盖的口径。
电动汽车和电池
2025年，电动汽车与动力电池成为中国清洁能源经济中最大的贡献部分，约占清洁能源行业总值的44%。
其中，纯电动汽车和插电式混合动力汽车的生产在价值规模和当年增长贡献两方面均居首位，产量同比增长29%。排在其后的是电动汽车制造领域的投资，在2024年增速放缓后，2025年投资规模同比增长 18%
电池制造投资在2024年出现下滑后也迎来反弹，这主要得益于电池新技术的涌现以及国内外市场的强劲需求。电池制造投资同比增长35%，达到2770亿元人民币。
到2025年底，电动汽车在全国汽车保有量中的占比预计达到12%，高于一年前的 9%，而在五年前这一比例还不足 2%。
在新车销售中，电动汽车占比进一步提升至 48%，高于2024年的 41%，其中乘用车电动汽车渗透率已突破50%。2025年11月，电动汽车在当月汽车总销量中的占比更是首次突破 60%，并持续成为拉动整体汽车销量增长的主要动力，如下图所示。
https://www.carbonbrief.org/wp-content/uploads/2026/02/4_E4B8ADE59BBDE6B1BDE8BDA6E4BAA7E9878FE4B8ADEFBC8CE794B5E58AA8E6B1BDE8BDA6E58DA0E6AF94E5B7B2E8BF87E58D8A-scaled.png 中国燃油车与电动车产量，单位：百万辆。电动车包含纯电动车及插电式混合动力车。数据来源：中国汽车工业协会，经Wind金融终端汇总整理。
电动卡车市场取得突破性进展，其市场份额从2024年前九个月的8%，增长至2025年同期的23%。
政府对电动汽车的政策支持仍在持续，例如，一项最新政策提出，未来三年内充电基础设施规模将接近翻倍，以支撑电动汽车进一步普及。
在电动汽车市场中，出口增速快于国内销售增速，但整体销售仍以国内市场为主。2025年，中国电动汽车产量达到 1660万辆，同比增长 29%。其中，出口约340万辆，占总产量的 21%，但同比增速高达 86%。中国电动汽车的主要出口目的地包括西欧、中东和拉丁美洲。
电池出口额同样实现快速增长，同比上升 41%，成为推动GDP增长的第三大动力来源。电池出口主要流向西欧、北美和东南亚市场。
与许多清洁能源技术价格呈现的通缩趋势不同，2025年电动汽车的平均售价保持稳定，新车型在折扣后的平均加个甚至略有上涨。在全社会工业品出厂价格同比下降 2.6% 的背景下，这意味着电动汽车产业对名义GDP增长的贡献尤为突出。相比之下[...]
2025年，太阳能、电动汽车及其他清洁能源技术对中国经济增长的贡献已超过三分之一，并拉动超过九成的投资增长。
中国清洁能源行业产值在2025年达到创纪录的15.4万亿元人民币（约合2.1万亿美元），约占国内生产总值（GDP）的11.4%，该数字相当于巴西或加拿大的经济规模。
Carbon Brief基于官方数字、行业数据及分析师报告进行的最新分析显示，2022年至2025年间，中国清洁能源行业的实际规模几乎翻了一番；若将其视为一个独立经济体，其规模可位列全球第八。
该分析的其他主要成果包括：
* 清洁能源行业支撑中国实现了“5%左右”的GDP增长目标，若排除清洁能源行业，2025年GDP实际增速仅为3.5%。
* 清洁能源产业的扩张速度持续快于整体经济，其年增长率从2024年的12%提升至2025年的18%。
* 电动汽车、电池和光伏“新三样”仍是中国清洁能源经济贡献的核心，创造了约三分之二的增加值，并吸纳了一半以上的行业投资。
* 2025年，中国在清洁能源领域的投资达7.2万亿元人民币（约1万亿美元），约为同期化石燃料开采与煤电投资（2600亿美元）的四倍。
* 尽管2025年清洁能源技术出口保持了快速增长，但对中国企业而言，国内市场在价值规模上仍显著大于出口市场。
这些投向清洁能源制造业的资金，代表着对中国乃至全球能源转型的重大押注，也为政府和企业保持这一发展势头提供了动力。
然而，未来的长期走势仍然存在不确定性，尤其是在太阳能领域。受136号文件下的新定价机制影响，太阳能发电装机增速已有所放缓，而中央政府设定的相关目标也明显低于近几年的实际扩张水平。
如果放缓趋势持续下去，这些产业或将从经济增长的驱动力转变为拖累因素，同时加剧工业领域的“产能过剩”问题，并进一步恶化国际贸易摩擦。
但即便中央政府对清洁能源未来五年的目标设定较为谨慎，地方政府和国有企业的规划与投资力度，仍有可能推动清洁能源产业继续实现显著增长。
本文在此前对2023年和2024年清洁能源经济贡献分析的基础上进行了更新。
清洁能源行业表现优于整体经济
中国的清洁能源经济持续高速增长，远超整体经济增速。这意味着它对年度经济增长的贡献尤为显著。
下图显示，2025年，清洁能源技术贡献了中国超过三分之一的GDP增量，并推动了超过90%的新增投资增长。
https://www.carbonbrief.org/wp-content/uploads/2026/02/2025E5B9B4E6B885E6B481E883BDE6BA90E5AFB9E4B8ADE59BBDE7BB8FE6B58EE5A29EE995BFE79A84E8B4A1E78CAEE8B685E8BF87E4B889E58886E4B98BE4B880_1-scaled.png 中国各行业对投资（左）与整体GDP（右）增长的贡献，单位：万亿元。来源：能源与清洁空气研究中心（CREA）为Carbon Brief所作分析。
2022年，中国清洁能源经济规模约为8.4万亿元人民币（1.2万亿美元）。到2025年，这一规模几乎翻了一番，达到15.4万亿元人民币（2.1万亿美元）。
这一体量相当于巴西或加拿大的经济总量，使中国的清洁能源产业堪比全球第八大经济体，产值约为世界第四大经济体印度经济总量的一般，也大致相当于美国加利福尼亚州经济规模的一半。
由于清洁能源产业持续跑赢整体经济，其在中国经济中的占比也在不断上升，从2022年占中国GDP的7.3%上升至2025年的11.4%。
https://www.carbonbrief.org/wp-content/uploads/2026/02/2_E6B885E6B481E883BDE6BA90E59CA8E4B8ADE59BBDE7BB8FE6B58EE4B8ADE79A84E58DA0E6AF94E68C81E7BBADE4B88AE58D87_1-scaled.png 中国清洁能源行业对国内生产总值（GDP）的贡献占比，%。来源：能源与清洁空气研究中心（CREA）为Carbon Brief所作分析。
如果没有清洁能源行业，中国2025年的GDP增速将仅为3.5%，因此，在经济稳定增长为中国首要目标之一的2025年，清洁能源做出了至关重要的贡献。
下表按行业和活动进行了详细分类。
电动汽车和电池是GDP增长的最大驱动力
2024年，电动汽车和太阳能是最大的增长驱动力。而到了2025年，电动汽车和电池则占据了主导地位，合计贡献了44%的经济效益，以及清洁能源行业一半以上的增长。这主要得益于产出和投资的同步强劲增长。
在未剔除通胀因素的名义GDP口径下，电动汽车的贡献甚至更为突出。这是因为电动汽车价格同比保持相对稳定，而整体经济仍处于通缩环境中。同时，电池制造投资在2024年下滑后于2025年出现反弹。
下图展示了电动汽车和电池的主要贡献，既反映了清洁能源经济的整体规模，也显示了各子行业对年度增量的具体贡献情况。
https://www.carbonbrief.org/wp-content/uploads/2026/02/3_E4B8ADE59BBDE6B885E6B481E883BDE6BA90E7BB8FE6B58EE8A784E6A8A1E59CA8E4B889E5B9B4E58685E68EA5E8BF91E7BFBBE5808D-scaled.png 2022-2025年中国清洁能源行业对国内生产总值（GDP）及其增长的贡献，单位：万亿元。来源：能源与清洁空气研究中心（CREA）为Carbon Brief所作分析。
第二大子行业是清洁能源发电、输电和储能，在2025年占清洁能源对GDP贡献的40%，并贡献了清洁能源产业当年约30%的增长。
在电力领域内部，最主要的增长动力来自风电和太阳能发电装机投资的扩大，以及风电和太阳能发电量的增长；其次是太阳能设备及材料的出口。
作为2022–2023年的重要增长引擎，太阳能组件产业链投资在2025年连续第二年下降，这与政府遏制产能过剩和行业“非理性”价格竞争的政策导向一致。
此外，铁路运输约占清洁能源行业总经济产出的12%，但其同比增长相对温和，2025年其营业收入增长3%，投资增长6%。
需要指出的是，国际能源署（IEA）在其《世界能源投资报告》中估计，中国2025年清洁能源投资为 6270亿美元，而化石能源投资为 2570亿美元。
在采用与IEA一致的行业口径进行测算时，本研究对2025年中国清洁能源投资的估计为 4300亿美元，低于IEA的数值。而本文中所呈现的1万亿美元清洁能源投资总规模，并非源于更激进的单项假设，而是由于纳入了更为广泛的产业和活动范围，超出了IEA报告所覆盖的口径。
电动汽车和电池
2025年，电动汽车与动力电池成为中国清洁能源经济中最大的贡献部分，约占清洁能源行业总值的44%。
其中，纯电动汽车和插电式混合动力汽车的生产在价值规模和当年增长贡献两方面均居首位，产量同比增长29%。排在其后的是电动汽车制造领域的投资，在2024年增速放缓后，2025年投资规模同比增长 18%
电池制造投资在2024年出现下滑后也迎来反弹，这主要得益于电池新技术的涌现以及国内外市场的强劲需求。电池制造投资同比增长35%，达到2770亿元人民币。
到2025年底，电动汽车在全国汽车保有量中的占比预计达到12%，高于一年前的 9%，而在五年前这一比例还不足 2%。
在新车销售中，电动汽车占比进一步提升至 48%，高于2024年的 41%，其中乘用车电动汽车渗透率已突破50%。2025年11月，电动汽车在当月汽车总销量中的占比更是首次突破 60%，并持续成为拉动整体汽车销量增长的主要动力，如下图所示。
https://www.carbonbrief.org/wp-content/uploads/2026/02/4_E4B8ADE59BBDE6B1BDE8BDA6E4BAA7E9878FE4B8ADEFBC8CE794B5E58AA8E6B1BDE8BDA6E58DA0E6AF94E5B7B2E8BF87E58D8A-scaled.png 中国燃油车与电动车产量，单位：百万辆。电动车包含纯电动车及插电式混合动力车。数据来源：中国汽车工业协会，经Wind金融终端汇总整理。
电动卡车市场取得突破性进展，其市场份额从2024年前九个月的8%，增长至2025年同期的23%。
政府对电动汽车的政策支持仍在持续，例如，一项最新政策提出，未来三年内充电基础设施规模将接近翻倍，以支撑电动汽车进一步普及。
在电动汽车市场中，出口增速快于国内销售增速，但整体销售仍以国内市场为主。2025年，中国电动汽车产量达到 1660万辆，同比增长 29%。其中，出口约340万辆，占总产量的 21%，但同比增速高达 86%。中国电动汽车的主要出口目的地包括西欧、中东和拉丁美洲。
电池出口额同样实现快速增长，同比上升 41%，成为推动GDP增长的第三大动力来源。电池出口主要流向西欧、北美和东南亚市场。
与许多清洁能源技术价格呈现的通缩趋势不同，2025年电动汽车的平均售价保持稳定，新车型在折扣后的平均加个甚至略有上涨。在全社会工业品出厂价格同比下降 2.6% 的背景下，这意味着电动汽车产业对名义GDP增长的贡献尤为突出。相比之下[...]
Nature Climate Change by Springer Science Journal and Carbon Brief on Telegram by GRT : Pubmedgram , Pubmed on Tg
分析：清洁能源2025年为中国GDP增长贡献超过三分之一 2025年，太阳能、电动汽车及其他清洁能源技术对中国经济增长的贡献已超过三分之一，并拉动超过九成的投资增长。 中国清洁能源行业产值在2025年达到创纪录的15.4万亿元人民币（约合2.1万亿美元），约占国内生产总值（GDP）的11.4%，该数字相当于巴西或加拿大的经济规模。 Carbon Brief基于官方数字、行业数据及分析师报告进行的最新分析显示，2022年至2025年间，中国清洁能源行业的实际规模几乎翻了一番；若将其视为一个独立经济体，其规模可位列全球第八。…
，电池价格仍延续下降趋势。
清洁能源发电
2025年，太阳能发电行业贡献了清洁能源产业总值的19%，为国民经济创造2.9万亿元人民币（约合410亿美元）的价值。
其中，新建太阳能发电厂的投资额达1.2万亿元人民币（约合1600亿美元），是清洁能源发电板块最大的驱动力；其次是太阳能技术出口额和太阳能发电本身创造的电力价值。太阳能制造业投资在2023年产能扩张浪潮结束之后持续下降，至0.5万亿元人民币（约合720亿美元），同比下降23%。
2025年，中国风电和太阳能发电新增装机容量再创新高。全国新增太阳能发电装机315吉瓦，新增风电装机119吉瓦，其中太阳能发电装机容量比全球其他地区总和还要多，而风电装机容量更是后者两倍之多。
在电力投资结构中，清洁能源占发电领域投资的90%，其中光伏一项就占到约50%。在此推动下，非化石能源发电量占全国总发电量的比重提升至42%，高于2024年的 39%。
不过，新出台的新能源定价政策以及相对谨慎的装机目标，也为这一轮增长能否持续带来了不确定性。在136号文件新政策框架下，新建风电和太阳能发电项目需要在电力市场中与既有煤电直接进行价格竞争，而在若干关键制度设计上仍处于相对不利的位置。
与此同时，电力市场本身仍处于建设和发展阶段，这也带来了投资的不确定性。
太阳能发电投资同比增长6%，但期间波动剧烈。开发商赶在新定价政策于6月生效前加速完成项目，第三季度放缓后，在年底再次赶工，以赶在“十四五”规划期内达成目标。
总体来看，太阳能产业整体投资规模与上一年大致持平：制造环节投资下降，被发电侧的增长所抵消。这在一定程度上支撑了制造产能利用率，也符合政府遏制行业“无序竞争”和价格内卷的政策目标。
2025年底，中国太阳能制造产能预计已达到每年1200吉瓦，远超2025年全球新增装机容量约650吉瓦的水平。目前，中国太阳能产业制造能力已显著超过全球市场吸收能力，激烈竞争导致行业盈利水平处于历史低位。
自2024年中期以来，中国的政策制定者已开始正面应对这一问题，包括警示“内卷式竞争”、出台监管措施，并召开行业会议向企业施压。相关举措已初见成效，2025年第三季度行业亏损有所收窄。
2025年，太阳能电池板及组件出口量再创历史新高，同比增长19%。其中，电池片和硅片出口量分别快速增长94%和52%，而电池板出口量仅增长4%。
这反映出，在关税压力上升、更多国家加快本土制造布局的背景下，全球太阳能供应链正日益趋向多元化。然而，由于平均出口价格下跌，以及出口产品结构从成品电池板向上游中间产品转移，出口名义价值反而同比下降了8%。
2025年，水能、风能和核能合计贡献了清洁能源行业总产值的约15%，为中国GDP带来约2.2万亿元人民币（3100亿美元）的增加值。
其中近三分之二（1.3万亿元人民币，1800亿美元）来自水电、风电和核电的发电价值，其余部分则来自新建发电项目的投资。
从发电量增速来看，2025年太阳能发电量增长33%，风电增长13%，水电增长3%，核电增长8%。
在发电投资领域，太阳能仍是价值规模最大的板块（如下图所示），但风电项目在2025年首次成为投资增长的最大贡献者，这是自2020年以来风电投资首次在增量上超过太阳能。
https://www.carbonbrief.org/wp-content/uploads/2026/02/5_E5A4AAE998B3E883BDE58DA0E4B8ADE59BBDE6B885E6B481E794B5E58A9BE68A95E8B584E79A84E4B880E58D8AE4BBA5E4B88A-scaled.png 新增清洁电力装机容量价值，单位：十亿元，按年度新增统计。来源：能源与清洁空气研究中心（CREA）为Carbon Brief所作分析。
特别是海上风电装机投资如预期般反弹，在2024年大幅下降后，2025年实现翻倍增长，成为清洁电力投资中的一个亮点。
核电项目投资持续增长，但总体规模仍然较小，2025年投资额约为170亿元人民币。常规水电投资则延续下行趋势，同比下降7%。
储能和电网
2025年，输电和储能占清洁能源行业总产值的6%，规模达到1万亿元人民币（1400亿美元）。
其中，电网投资2025年增长了约6%，达到900亿美元。储能投资（涵盖抽水蓄能、新型储能和氢气制备）2025年达到约500亿美元。
新型储能投资同比增长幅度达50%，电解槽投资也增长了30%。受清洁能源发电快速增长推动，清洁能源输送规模预计增长13%。
中国电力储能总装机容量超过213吉瓦，其中新型储能容量超过145吉瓦，抽水蓄能容量为69吉瓦。预计2025年中国新增约66吉瓦新型储能装机容量，同比增长52%，占全球新增装机容量的40%以上。
值得注意的是，下半年新型储能装机增速加快，达43吉瓦，而上半年新增装机容量为23吉瓦。
在政策层面，136号文件规定在5月后取消了新能源配套储能的强制要求，曾一度导致新型储能市场增速放缓，但这一影响很快被“市场驱动型增长”所取代。省级电力现货市场的推进、分时电价机制以及太阳能弃光率上升，共同改善了储能项目的经济性。
到2025年底，中国前五大太阳能制造商均进入了新型储能市场，标志着行业战略的重要转变。
与此同时，抽水蓄能投资保持增长，仅2025年上半年，就有15吉瓦的项目获批，新增3吉瓦抽水蓄能投入运营。
铁路
铁路运输占清洁能源行业GDP的12%，其中客货运输收入是最主要的价值来源。行业增长主要来自铁路基础设施投资，2025年同比增长6%。
交通电气化不仅限于电动汽车，铁路客运、货运及相关投资规模也持续增长。2025年，中国高铁总里程约达5万公里，占全球高速铁路总里程的70%以上。
节能服务
2025年，节能服务投资强劲反弹。以大型节能服务公司（ESCO）的产值衡量，市场规模同比增长17%，恢复至2016-2020年期间的增长水平。
行业产值也已恢复到2021年的峰值水平，这表明在经历三年低迷后，行业已明显回暖。
行业预测显示，节能服务行业年产值有望在2030年达到1万亿元人民币，而行业经历低迷前曾预期这一目标将在2025年实现。
中国已发展成为全球最大的节能服务公司市场。其投资高度集中于建筑领域，约占业务总量的50%；工业应用占21%，而能源供应、需求侧灵活性与储能相关业务合计约占16%。
中国清洁能源布局的影响
中国持续向清洁能源制造业投入数千亿美元，代表着对全球能源持续转型的一项规模巨大的经济与金融押注。
除本文所涵盖的国内投资外，中国企业还在海外制造业领域展开了大规模投资布局，进一步加深了这一押注的全球化属性。
在十四五规划期间，清洁能源产业对中国实现经济增长目标起到了关键作用，在2023年、2024年和2025年分别贡献了约40%、25%和37%的GDP增长。
然而，长期的发展前景仍存在不确定性，尤其是在太阳能发电领域。136文件下新的可再生能源发电定价机制已导致短期投资增速放缓，并显著增加了市场不确定性；与此同时，中央政府设定的清洁电力新增装机目标也相对保守，远低于当前实际增长水平。
2025年下半年，太阳能发电和光伏制造领域的投资均出现下降，尽管从全年来看，发电投资保持了增长。这反映出在当前电力市场制度仍偏向煤电的框架下，清洁能源产业面临结构性风险。
清洁能源技术价格下降幅度显著，以致在未来核算GDP时，这些行业对实际GDP（经通胀或通缩调整后的GDP）的贡献可能会被向下修正。
尽管如此，清洁能源产业在宏观经济中的关键地位，本身就构成了维持这一轮清洁能源发展势头的强烈政策和经济动机。如果国内市场增长出现明显放缓，不仅可能削弱遏制产能过剩的努力，或将迫使更多产能转向出口，从而加剧国际贸易摩擦。
能源与清洁空气研究中心近期针对中国气候与能源领域专家开展的一项调查显示，多数专家认为，在经济和地缘政治挑战加剧的背景下，“双碳目标”及其所依托的清洁能源产业，只会变得更加重要。
地方政府和国企同样将深刻影响该行业的发展前景。在十四五期间，正是地方政府和国企的积极推进，促成了规模空前、且显著超出预期的“风光大基地”建设。
同时，各省在落实新电力市场机制和可再生能源购电合同安排方面拥有较大的自主空间，因此，将于今年发布的十五五规划，将成为决定清洁能源产业中长期走势的关键。
关于数据
本文分析尽可能采用已公布的投资与销售数据。若数据不可得，则依据实际数量（如装机容量、汽车销量等）结合单位成本或价格进行估算。
为衡量实际增长贡献，相关数据已按2022-2023年价格进行通胀或通缩调整。全部计算过程与数据来源详见附表。
估算范围涵盖清洁能源技术对上游原材料（如金属、化学品）的需求贡献。
该方法不仅能够反映清洁能源行业对整体经济活动的拉动作用，也能提现其对相关产业活动的带动作用，因此可适用于估算：若该行业未曾增长，经济增速可能降低多少。
为避免重复计算，仅计入价值链中不重叠的环节。例如，电动汽车的生产产值与储能电池的投资额均予计入，但不包含作为上述活动中间投入的、面向国内市场的电池生产价值。
同理，国内市场的太阳能电池板产值已包含在中国光伏发电装机容量的价值中，故不重复统计；然而，太阳能电池板及电池的出口价值则纳入计算。
2025年，两项关键投资指标出现[...]
清洁能源发电
2025年，太阳能发电行业贡献了清洁能源产业总值的19%，为国民经济创造2.9万亿元人民币（约合410亿美元）的价值。
其中，新建太阳能发电厂的投资额达1.2万亿元人民币（约合1600亿美元），是清洁能源发电板块最大的驱动力；其次是太阳能技术出口额和太阳能发电本身创造的电力价值。太阳能制造业投资在2023年产能扩张浪潮结束之后持续下降，至0.5万亿元人民币（约合720亿美元），同比下降23%。
2025年，中国风电和太阳能发电新增装机容量再创新高。全国新增太阳能发电装机315吉瓦，新增风电装机119吉瓦，其中太阳能发电装机容量比全球其他地区总和还要多，而风电装机容量更是后者两倍之多。
在电力投资结构中，清洁能源占发电领域投资的90%，其中光伏一项就占到约50%。在此推动下，非化石能源发电量占全国总发电量的比重提升至42%，高于2024年的 39%。
不过，新出台的新能源定价政策以及相对谨慎的装机目标，也为这一轮增长能否持续带来了不确定性。在136号文件新政策框架下，新建风电和太阳能发电项目需要在电力市场中与既有煤电直接进行价格竞争，而在若干关键制度设计上仍处于相对不利的位置。
与此同时，电力市场本身仍处于建设和发展阶段，这也带来了投资的不确定性。
太阳能发电投资同比增长6%，但期间波动剧烈。开发商赶在新定价政策于6月生效前加速完成项目，第三季度放缓后，在年底再次赶工，以赶在“十四五”规划期内达成目标。
总体来看，太阳能产业整体投资规模与上一年大致持平：制造环节投资下降，被发电侧的增长所抵消。这在一定程度上支撑了制造产能利用率，也符合政府遏制行业“无序竞争”和价格内卷的政策目标。
2025年底，中国太阳能制造产能预计已达到每年1200吉瓦，远超2025年全球新增装机容量约650吉瓦的水平。目前，中国太阳能产业制造能力已显著超过全球市场吸收能力，激烈竞争导致行业盈利水平处于历史低位。
自2024年中期以来，中国的政策制定者已开始正面应对这一问题，包括警示“内卷式竞争”、出台监管措施，并召开行业会议向企业施压。相关举措已初见成效，2025年第三季度行业亏损有所收窄。
2025年，太阳能电池板及组件出口量再创历史新高，同比增长19%。其中，电池片和硅片出口量分别快速增长94%和52%，而电池板出口量仅增长4%。
这反映出，在关税压力上升、更多国家加快本土制造布局的背景下，全球太阳能供应链正日益趋向多元化。然而，由于平均出口价格下跌，以及出口产品结构从成品电池板向上游中间产品转移，出口名义价值反而同比下降了8%。
2025年，水能、风能和核能合计贡献了清洁能源行业总产值的约15%，为中国GDP带来约2.2万亿元人民币（3100亿美元）的增加值。
其中近三分之二（1.3万亿元人民币，1800亿美元）来自水电、风电和核电的发电价值，其余部分则来自新建发电项目的投资。
从发电量增速来看，2025年太阳能发电量增长33%，风电增长13%，水电增长3%，核电增长8%。
在发电投资领域，太阳能仍是价值规模最大的板块（如下图所示），但风电项目在2025年首次成为投资增长的最大贡献者，这是自2020年以来风电投资首次在增量上超过太阳能。
https://www.carbonbrief.org/wp-content/uploads/2026/02/5_E5A4AAE998B3E883BDE58DA0E4B8ADE59BBDE6B885E6B481E794B5E58A9BE68A95E8B584E79A84E4B880E58D8AE4BBA5E4B88A-scaled.png 新增清洁电力装机容量价值，单位：十亿元，按年度新增统计。来源：能源与清洁空气研究中心（CREA）为Carbon Brief所作分析。
特别是海上风电装机投资如预期般反弹，在2024年大幅下降后，2025年实现翻倍增长，成为清洁电力投资中的一个亮点。
核电项目投资持续增长，但总体规模仍然较小，2025年投资额约为170亿元人民币。常规水电投资则延续下行趋势，同比下降7%。
储能和电网
2025年，输电和储能占清洁能源行业总产值的6%，规模达到1万亿元人民币（1400亿美元）。
其中，电网投资2025年增长了约6%，达到900亿美元。储能投资（涵盖抽水蓄能、新型储能和氢气制备）2025年达到约500亿美元。
新型储能投资同比增长幅度达50%，电解槽投资也增长了30%。受清洁能源发电快速增长推动，清洁能源输送规模预计增长13%。
中国电力储能总装机容量超过213吉瓦，其中新型储能容量超过145吉瓦，抽水蓄能容量为69吉瓦。预计2025年中国新增约66吉瓦新型储能装机容量，同比增长52%，占全球新增装机容量的40%以上。
值得注意的是，下半年新型储能装机增速加快，达43吉瓦，而上半年新增装机容量为23吉瓦。
在政策层面，136号文件规定在5月后取消了新能源配套储能的强制要求，曾一度导致新型储能市场增速放缓，但这一影响很快被“市场驱动型增长”所取代。省级电力现货市场的推进、分时电价机制以及太阳能弃光率上升，共同改善了储能项目的经济性。
到2025年底，中国前五大太阳能制造商均进入了新型储能市场，标志着行业战略的重要转变。
与此同时，抽水蓄能投资保持增长，仅2025年上半年，就有15吉瓦的项目获批，新增3吉瓦抽水蓄能投入运营。
铁路
铁路运输占清洁能源行业GDP的12%，其中客货运输收入是最主要的价值来源。行业增长主要来自铁路基础设施投资，2025年同比增长6%。
交通电气化不仅限于电动汽车，铁路客运、货运及相关投资规模也持续增长。2025年，中国高铁总里程约达5万公里，占全球高速铁路总里程的70%以上。
节能服务
2025年，节能服务投资强劲反弹。以大型节能服务公司（ESCO）的产值衡量，市场规模同比增长17%，恢复至2016-2020年期间的增长水平。
行业产值也已恢复到2021年的峰值水平，这表明在经历三年低迷后，行业已明显回暖。
行业预测显示，节能服务行业年产值有望在2030年达到1万亿元人民币，而行业经历低迷前曾预期这一目标将在2025年实现。
中国已发展成为全球最大的节能服务公司市场。其投资高度集中于建筑领域，约占业务总量的50%；工业应用占21%，而能源供应、需求侧灵活性与储能相关业务合计约占16%。
中国清洁能源布局的影响
中国持续向清洁能源制造业投入数千亿美元，代表着对全球能源持续转型的一项规模巨大的经济与金融押注。
除本文所涵盖的国内投资外，中国企业还在海外制造业领域展开了大规模投资布局，进一步加深了这一押注的全球化属性。
在十四五规划期间，清洁能源产业对中国实现经济增长目标起到了关键作用，在2023年、2024年和2025年分别贡献了约40%、25%和37%的GDP增长。
然而，长期的发展前景仍存在不确定性，尤其是在太阳能发电领域。136文件下新的可再生能源发电定价机制已导致短期投资增速放缓，并显著增加了市场不确定性；与此同时，中央政府设定的清洁电力新增装机目标也相对保守，远低于当前实际增长水平。
2025年下半年，太阳能发电和光伏制造领域的投资均出现下降，尽管从全年来看，发电投资保持了增长。这反映出在当前电力市场制度仍偏向煤电的框架下，清洁能源产业面临结构性风险。
清洁能源技术价格下降幅度显著，以致在未来核算GDP时，这些行业对实际GDP（经通胀或通缩调整后的GDP）的贡献可能会被向下修正。
尽管如此，清洁能源产业在宏观经济中的关键地位，本身就构成了维持这一轮清洁能源发展势头的强烈政策和经济动机。如果国内市场增长出现明显放缓，不仅可能削弱遏制产能过剩的努力，或将迫使更多产能转向出口，从而加剧国际贸易摩擦。
能源与清洁空气研究中心近期针对中国气候与能源领域专家开展的一项调查显示，多数专家认为，在经济和地缘政治挑战加剧的背景下，“双碳目标”及其所依托的清洁能源产业，只会变得更加重要。
地方政府和国企同样将深刻影响该行业的发展前景。在十四五期间，正是地方政府和国企的积极推进，促成了规模空前、且显著超出预期的“风光大基地”建设。
同时，各省在落实新电力市场机制和可再生能源购电合同安排方面拥有较大的自主空间，因此，将于今年发布的十五五规划，将成为决定清洁能源产业中长期走势的关键。
关于数据
本文分析尽可能采用已公布的投资与销售数据。若数据不可得，则依据实际数量（如装机容量、汽车销量等）结合单位成本或价格进行估算。
为衡量实际增长贡献，相关数据已按2022-2023年价格进行通胀或通缩调整。全部计算过程与数据来源详见附表。
估算范围涵盖清洁能源技术对上游原材料（如金属、化学品）的需求贡献。
该方法不仅能够反映清洁能源行业对整体经济活动的拉动作用，也能提现其对相关产业活动的带动作用，因此可适用于估算：若该行业未曾增长，经济增速可能降低多少。
为避免重复计算，仅计入价值链中不重叠的环节。例如，电动汽车的生产产值与储能电池的投资额均予计入，但不包含作为上述活动中间投入的、面向国内市场的电池生产价值。
同理，国内市场的太阳能电池板产值已包含在中国光伏发电装机容量的价值中，故不重复统计；然而，太阳能电池板及电池的出口价值则纳入计算。
2025年，两项关键投资指标出现[...]
Nature Climate Change by Springer Science Journal and Carbon Brief on Telegram by GRT : Pubmedgram , Pubmed on Tg
，电池价格仍延续下降趋势。 清洁能源发电 2025年，太阳能发电行业贡献了清洁能源产业总值的19%，为国民经济创造2.9万亿元人民币（约合410亿美元）的价值。 其中，新建太阳能发电厂的投资额达1.2万亿元人民币（约合1600亿美元），是清洁能源发电板块最大的驱动力；其次是太阳能技术出口额和太阳能发电本身创造的电力价值。太阳能制造业投资在2023年产能扩张浪潮结束之后持续下降，至0.5万亿元人民币（约合720亿美元），同比下降23%。 2025年，中国风电和太阳能发电新增装机容量再创新高。全国新增…
明显背离：据报道，固定资产投资下降3.8%，为35年来首次下滑；而同期资本形成总额虽增速放缓至近年最低，但仍保持2%的正增长。
本研究采用资本形成总额作为投资衡量指标，因其是GDP的组成部分。但由于无法全面追踪库存变动，对清洁能源投资的估算仍基于各行业的固定资产投资数据。
本分析未专门考虑进口因素——其在清洁能源产品与服务生产中所占比例较小且持续下降。这意味着结果可能略微高估对GDP的贡献，但同时低估了对GDP增量的贡献。
例如，中国在电动汽车中对高端计算芯片仍存在较高的进口依赖。一辆典型电动汽车的芯片价值约1000美元，而该类芯片的进口依赖度高达90%，但这仍进展整车生产价值的3%以内。
在某些方面，本研究的估算可能相对保守。例如，彭博新能源财经（BNEF）估计2024年中国“能源转型投资”规模约为8000亿美元。彭博估算的行业覆盖范围与本分析大致相当，但未包含制造业产值。在相同口径下，本研究对应的投资规模约为6000亿美元。
根据中国国家统计局数据，2023年全国汽车产业总产值与销售额合计约11万亿元人民币。本分析估算，同年电动汽车销售额约为2.3万亿元，约占行业总值的20%。当时，电动汽车产量已占汽车总产量的31%，且其平均售价略高于传统燃油汽车。
<picturehttps://www.carbonbrief.org/wp-content/uploads/2026/02/3BNHRRA-300x200.jpg
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The post 分析：清洁能源2025年为中国GDP增长贡献超过三分之一 appeared first on Carbon Brief.
Carbon Brief Staff
Source: https://www.carbonbrief.org/?p=61104
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本研究采用资本形成总额作为投资衡量指标，因其是GDP的组成部分。但由于无法全面追踪库存变动，对清洁能源投资的估算仍基于各行业的固定资产投资数据。
本分析未专门考虑进口因素——其在清洁能源产品与服务生产中所占比例较小且持续下降。这意味着结果可能略微高估对GDP的贡献，但同时低估了对GDP增量的贡献。
例如，中国在电动汽车中对高端计算芯片仍存在较高的进口依赖。一辆典型电动汽车的芯片价值约1000美元，而该类芯片的进口依赖度高达90%，但这仍进展整车生产价值的3%以内。
在某些方面，本研究的估算可能相对保守。例如，彭博新能源财经（BNEF）估计2024年中国“能源转型投资”规模约为8000亿美元。彭博估算的行业覆盖范围与本分析大致相当，但未包含制造业产值。在相同口径下，本研究对应的投资规模约为6000亿美元。
根据中国国家统计局数据，2023年全国汽车产业总产值与销售额合计约11万亿元人民币。本分析估算，同年电动汽车销售额约为2.3万亿元，约占行业总值的20%。当时，电动汽车产量已占汽车总产量的31%，且其平均售价略高于传统燃油汽车。
<picturehttps://www.carbonbrief.org/wp-content/uploads/2026/02/3BNHRRA-300x200.jpg
Analysis: Clean energy drove more than a third of China’s GDP growth in 2025
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The post 分析：清洁能源2025年为中国GDP增长贡献超过三分之一 appeared first on Carbon Brief.
Carbon Brief Staff
Source: https://www.carbonbrief.org/?p=61104
Nature Climate on Telegram by @NatureClimateTelegram
A @grttme project - Other backups: @Hallotme
Nature Climate Change by Springer Science Journal and Carbon Brief on Telegram by GRT : Pubmedgram , Pubmed on Tg
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China Briefing 5 February 2026: Clean energy’s share of economy | Record renewables | Thawing relations with UK
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 Solar and wind eclipsed coal
‘FIRST TIME IN HISTORY’: China’s total power capacity reached 3,890 gigawatts (GW) in 2025, according to a National Energy Administration (NEA) data release covered by industry news outlet International Energy Net. Of this, it said, solar capacity rose 35% to 1,200GW and wind capacity was up 23% to 640GW, while thermal capacity – which is mostly coal – grew 6% to just over 1,500GW. This marks the “first time in history” that wind and solar capacity has outranked coal capacity in China’s power mix, reported the state-run newspaper China Daily. China’s grid-related energy storage capacity exceeded 213GW in 2025, said state news agency Xinhua. Meanwhile, clean-energy industries “drove more than 90%” of investment growth and more than half of GDP growth last year, said the Guardian in its coverage of new analysis for Carbon Brief. (See more in the spotlight below.)
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DAWN FOR SOLAR: Solar power capacity alone may outpace coal in 2026, according to projections by the China Electricity Council (CEC), reported business news outlet 21st Century Business Herald. It added that non-fossil sources could account for 63% of the power mix this year, with coal falling to 31%. Separately, the China Renewable Energy Society said that annual wind-power additions could grow by between 600-980GW over the next five years, with annual additions of 120GW expected until 2028, said industry news outlet China Energy Net. China Energy Net also published the full CEC report.
STATE MEDIA VOICE: Xinhua published several energy- and climate-related articles in a series on the 15th five-year plan. One said that becoming a low-carbon energy “powerhouse” will support decarbonisation efforts, strengthen industrial innovation and improve China’s “global competitive edge and standing”. Another stated that coal consumption is “expected” to peak around 2027, with continued “growth” in the power and chemicals sector, while oil has already peaked. A third noted that distributed energy systems better matched the “characteristics of renewable energy” than centralised ones, but warned against “blind” expansion and insufficient supporting infrastructure. Others in the series discussed biodiversity and environmental protection and <a href='https://www.news.cn/politics/20260201/61c6[...]
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 Solar and wind eclipsed coal
‘FIRST TIME IN HISTORY’: China’s total power capacity reached 3,890 gigawatts (GW) in 2025, according to a National Energy Administration (NEA) data release covered by industry news outlet International Energy Net. Of this, it said, solar capacity rose 35% to 1,200GW and wind capacity was up 23% to 640GW, while thermal capacity – which is mostly coal – grew 6% to just over 1,500GW. This marks the “first time in history” that wind and solar capacity has outranked coal capacity in China’s power mix, reported the state-run newspaper China Daily. China’s grid-related energy storage capacity exceeded 213GW in 2025, said state news agency Xinhua. Meanwhile, clean-energy industries “drove more than 90%” of investment growth and more than half of GDP growth last year, said the Guardian in its coverage of new analysis for Carbon Brief. (See more in the spotlight below.)
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DAWN FOR SOLAR: Solar power capacity alone may outpace coal in 2026, according to projections by the China Electricity Council (CEC), reported business news outlet 21st Century Business Herald. It added that non-fossil sources could account for 63% of the power mix this year, with coal falling to 31%. Separately, the China Renewable Energy Society said that annual wind-power additions could grow by between 600-980GW over the next five years, with annual additions of 120GW expected until 2028, said industry news outlet China Energy Net. China Energy Net also published the full CEC report.
STATE MEDIA VOICE: Xinhua published several energy- and climate-related articles in a series on the 15th five-year plan. One said that becoming a low-carbon energy “powerhouse” will support decarbonisation efforts, strengthen industrial innovation and improve China’s “global competitive edge and standing”. Another stated that coal consumption is “expected” to peak around 2027, with continued “growth” in the power and chemicals sector, while oil has already peaked. A third noted that distributed energy systems better matched the “characteristics of renewable energy” than centralised ones, but warned against “blind” expansion and insufficient supporting infrastructure. Others in the series discussed biodiversity and environmental protection and <a href='https://www.news.cn/politics/20260201/61c6[...]
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China Briefing 5 February 2026: Clean energy’s share of economy | Record renewables | Thawing relations with UK Welcome to Carbon Brief’s China Briefing. China Briefing handpicks and explains the most important climate and energy stories from China over the…
f453dff7413092fff76525cea0bd/c.html'>recycling of clean-energy technology. Meanwhile, the communist party-affiliated People’s Daily said that oil will continue to play a “vital role” in China, even after demand peaks. Starmer and Xi endorsed clean-energy cooperation
CLIMATE PARTNERSHIP: UK prime minister Keir Starmer and Chinese president Xi Jinping pledged in Beijing to deepen cooperation on “green energy”, reported finance news outlet Caixin. They also agreed to establish a “China-UK high-level climate and nature partnership”, said China Daily. Xi told Starmer that the two countries should “carry out joint research and industrial transformation” in new energy and low-carbon technologies, according to Xinhua. It also cited Xi as saying China “hopes” the UK will provide a “fair” business environment for Chinese companies.
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OCTOPUS OVERSEAS: During the visit, UK power-trading company Octopus Energy and Chinese energy services firm PCG Power announced they would be starting a new joint venture in China, named Bitong Energy, reported industry news outlet PV Magazine. The move “marks a notable direct entry” of a foreign company into China’s “tightly regulated electricity market”, said Caixin.
PUSH AND PULL: UK policymakers also visited Chinese clean-energy technology manufacturer Envision in Shanghai, reported finance news outlet Yicai. It quoted UK business secretary Peter Kyle emphasising that partnering with companies “like Envision” on sustainability is a “really important part of our future”, particularly in terms of job creation in the UK. Trade minister Chris Bryant told Radio Scotland Breakfast that the government will decide on Chinese wind turbine manufacturer Mingyang’s plans for a Scotland factory “soon”. Researchers at the thinktank Oxford Institute for Energy Studies wrote in a guest post for Carbon Brief that greater Chinese competition in Europe’s wind market could “help spur competition in Europe”, if localisation rules and “other guardrails” are applied.
More China news
* LIFE SUPPORT: China will update its coal capacity payment mechanism, which will raise thresholds for coal-fired power plants and expand to cover gas-fired power and pumped and new-energy storage, reported current affairs outlet China News.
* FRONTIER TECH: The world’s “largest compressed-air power storage plant” has begun operating in China, said Bloomberg.
* PARTNERSHIP A ‘MISTAKE’: The EU launched a “foreign subsidies” probe into Chinese wind turbine company Goldwind, said the Hong Kong[...]
CLIMATE PARTNERSHIP: UK prime minister Keir Starmer and Chinese president Xi Jinping pledged in Beijing to deepen cooperation on “green energy”, reported finance news outlet Caixin. They also agreed to establish a “China-UK high-level climate and nature partnership”, said China Daily. Xi told Starmer that the two countries should “carry out joint research and industrial transformation” in new energy and low-carbon technologies, according to Xinhua. It also cited Xi as saying China “hopes” the UK will provide a “fair” business environment for Chinese companies.
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OCTOPUS OVERSEAS: During the visit, UK power-trading company Octopus Energy and Chinese energy services firm PCG Power announced they would be starting a new joint venture in China, named Bitong Energy, reported industry news outlet PV Magazine. The move “marks a notable direct entry” of a foreign company into China’s “tightly regulated electricity market”, said Caixin.
PUSH AND PULL: UK policymakers also visited Chinese clean-energy technology manufacturer Envision in Shanghai, reported finance news outlet Yicai. It quoted UK business secretary Peter Kyle emphasising that partnering with companies “like Envision” on sustainability is a “really important part of our future”, particularly in terms of job creation in the UK. Trade minister Chris Bryant told Radio Scotland Breakfast that the government will decide on Chinese wind turbine manufacturer Mingyang’s plans for a Scotland factory “soon”. Researchers at the thinktank Oxford Institute for Energy Studies wrote in a guest post for Carbon Brief that greater Chinese competition in Europe’s wind market could “help spur competition in Europe”, if localisation rules and “other guardrails” are applied.
More China news
* LIFE SUPPORT: China will update its coal capacity payment mechanism, which will raise thresholds for coal-fired power plants and expand to cover gas-fired power and pumped and new-energy storage, reported current affairs outlet China News.
* FRONTIER TECH: The world’s “largest compressed-air power storage plant” has begun operating in China, said Bloomberg.
* PARTNERSHIP A ‘MISTAKE’: The EU launched a “foreign subsidies” probe into Chinese wind turbine company Goldwind, said the Hong Kong[...]
Nature Climate Change by Springer Science Journal and Carbon Brief on Telegram by GRT : Pubmedgram , Pubmed on Tg
f453dff7413092fff76525cea0bd/c.html'>recycling of clean-energy technology. Meanwhile, the communist party-affiliated People’s Daily said that oil will continue to play a “vital role” in China, even after demand peaks. Starmer and Xi endorsed clean-energy cooperation…
-based South China Morning Post. EU climate chief Wopke Hoekstra said the bloc must resist China’s pull in clean technologies, according to Bloomberg.
* TRADE SPAT: The World Trade Organization “backed a complaint by China” that the US Inflation Reduction Act “discriminated against” Chinese cleantech exports, said Reuters.
* NEW RULES: China has set “new regulations” for the Waliguan Baseline Observatory, which provides “key scientific references for the United Nations Framework Convention on Climate Change”, said the People’s Daily.
Captured
https://www.carbonbrief.org/wp-content/uploads/2026/02/image.png
New or reactivated proposals for coal-fired power plants in China totalled 161GW in 2025, according to a new report covered by Carbon Brief.
Spotlight
Clean energy drove China’s economic growth in 2025
New analysis for Carbon Brief finds that clean-energy sectors contributed the equivalent of $2.1tn to China’s economy last year, making it a key driver of growth. However, headwinds in 2026 could restrict growth going forward – especially for the solar sector.
Below is an excerpt from the article, which can be read in full on Carbon Brief’s website.
Solar power, electric vehicles (EVs) and other clean-energy technologies drove more than a third of the growth in China’s economy in 2025 – and more than 90% of the rise in investment.
Clean-energy sectors contributed a record 15.4tn yuan ($2.1tn) in 2025, some 11.4% of China’s gross domestic product (GDP)
Analysis shows that China’s clean-energy sectors nearly doubled in real value between 2022-25 and – if they were a country – would now be the 8th-largest economy in the world.
These investments in clean-energy manufacturing represent a large bet on the energy transition in China and overseas, creating an incentive for the government and enterprises to keep the boom going.
However, there is uncertainty about what will happen this year and beyond, particularly due to a new pricing system, worsening industrial “overcapacity” and trade tensions.
Outperforming the wider economy
China’s clean-energy economy continues to grow far more quickly than the wider economy, making an outsized contribution to annual growth.
Without these sectors, China’s GDP would have expanded by 3.5% in 2025 instead of the reported 5.0%, missing the target of “around 5%” growth by a wide margin.
Clean energy made a crucial contribution during a challenging year, when promoting economic growth was the foremost aim for policymakers[...]
* TRADE SPAT: The World Trade Organization “backed a complaint by China” that the US Inflation Reduction Act “discriminated against” Chinese cleantech exports, said Reuters.
* NEW RULES: China has set “new regulations” for the Waliguan Baseline Observatory, which provides “key scientific references for the United Nations Framework Convention on Climate Change”, said the People’s Daily.
Captured
https://www.carbonbrief.org/wp-content/uploads/2026/02/image.png
New or reactivated proposals for coal-fired power plants in China totalled 161GW in 2025, according to a new report covered by Carbon Brief.
Spotlight
Clean energy drove China’s economic growth in 2025
New analysis for Carbon Brief finds that clean-energy sectors contributed the equivalent of $2.1tn to China’s economy last year, making it a key driver of growth. However, headwinds in 2026 could restrict growth going forward – especially for the solar sector.
Below is an excerpt from the article, which can be read in full on Carbon Brief’s website.
Solar power, electric vehicles (EVs) and other clean-energy technologies drove more than a third of the growth in China’s economy in 2025 – and more than 90% of the rise in investment.
Clean-energy sectors contributed a record 15.4tn yuan ($2.1tn) in 2025, some 11.4% of China’s gross domestic product (GDP)
Analysis shows that China’s clean-energy sectors nearly doubled in real value between 2022-25 and – if they were a country – would now be the 8th-largest economy in the world.
These investments in clean-energy manufacturing represent a large bet on the energy transition in China and overseas, creating an incentive for the government and enterprises to keep the boom going.
However, there is uncertainty about what will happen this year and beyond, particularly due to a new pricing system, worsening industrial “overcapacity” and trade tensions.
Outperforming the wider economy
China’s clean-energy economy continues to grow far more quickly than the wider economy, making an outsized contribution to annual growth.
Without these sectors, China’s GDP would have expanded by 3.5% in 2025 instead of the reported 5.0%, missing the target of “around 5%” growth by a wide margin.
Clean energy made a crucial contribution during a challenging year, when promoting economic growth was the foremost aim for policymakers[...]
Nature Climate Change by Springer Science Journal and Carbon Brief on Telegram by GRT : Pubmedgram , Pubmed on Tg
-based South China Morning Post. EU climate chief Wopke Hoekstra said the bloc must resist China’s pull in clean technologies, according to Bloomberg. * TRADE SPAT: The World Trade Organization “backed a complaint by China” that the US Inflation Reduction…
.
In 2024, EVs and solar had been the largest growth drivers. In 2025, it was EVs and batteries, which delivered 44% of the economic impact and more than half of the growth of the clean-energy industries.
The next largest subsector was clean-power generation, transmission and storage, which made up 40% of the contribution to GDP and 30% of the growth in 2025.
Within the electricity sector, the largest drivers were growth in investment in wind and solar power generation capacity, along with growth in power output from solar and wind, followed by the exports of solar-power equipment and materials.
But investment in solar-panel supply chains, a major growth driver in 2022-23, continued to fall for the second year, as the government made efforts to rein in overcapacity and “irrational” price competition. Headwinds for solar
Ongoing investment of hundreds of billions of dollars represents a gigantic bet on a continuing global energy transition.
However, developments next year and beyond are unclear, particularly for solar. A new pricing system for renewable power is creating uncertainty, while central government targets have been set far below current rates of clean-electricity additions.
Investment in solar-power generation and solar manufacturing declined in the second half of the year.
The reduction in the prices of clean-energy technology has been so dramatic that when the prices for GDP statistics are updated, the sectors’ contribution to real GDP – adjusted for inflation or, in this case deflation – will be revised down.
Nevertheless, the key economic role of the industry creates a strong motivation to keep the clean-energy boom going. A slowdown in the domestic market could also undermine efforts to stem overcapacity and inflame trade tensions by increasing pressure on exports to absorb supply.
Local governments and state-owned enterprises will also influence the outlook for the sector.
Provincial governments have a lot of leeway in implementing the new electricity markets and contracting systems for renewable power generation. The new five-year plans, to be published this year, will, therefore, be of major importance.
This spotlight was written for Carbon Brief by Lauri Myllyvirta, lead analyst at Centre for Research on Energy and Clean Air (CREA), and Belinda Schaepe, China policy analyst at CREA. CREA China analysts Qi Qin and Chengcheng Qiu contributed research. Watch, read, listen
PROVINCE INFLUENCE: The Institute for Global Decarbonization Progress, a Beijing-based thinktank, published a report examining the climate-related statements in provincial recommendations for the 15th five-year plan.
‘PIVOT’?: The Outrage + Optimism podcast spoke with the University of Bath’s Dr Yixian Sun about whether China sees itself as a climate leader and what its role in climate negotiations could be going forward.
COOKING FOR CLEAN-TECH: Caixin covered rising demand for China’s “gutter oil” as companies “scramble” to decarbonise.
DON’T GO IT ALONE: China News broadcast the Chinese foreign ministry’s response to the withdrawal of the US from the Paris Agreement, with spokeswoman Mao Ning saying “no country can remain unaffected” by climate change. $6.8tn
The current size of China’s green-finance economy, including loans, bonds and equity, according to <a[...]
In 2024, EVs and solar had been the largest growth drivers. In 2025, it was EVs and batteries, which delivered 44% of the economic impact and more than half of the growth of the clean-energy industries.
The next largest subsector was clean-power generation, transmission and storage, which made up 40% of the contribution to GDP and 30% of the growth in 2025.
Within the electricity sector, the largest drivers were growth in investment in wind and solar power generation capacity, along with growth in power output from solar and wind, followed by the exports of solar-power equipment and materials.
But investment in solar-panel supply chains, a major growth driver in 2022-23, continued to fall for the second year, as the government made efforts to rein in overcapacity and “irrational” price competition. Headwinds for solar
Ongoing investment of hundreds of billions of dollars represents a gigantic bet on a continuing global energy transition.
However, developments next year and beyond are unclear, particularly for solar. A new pricing system for renewable power is creating uncertainty, while central government targets have been set far below current rates of clean-electricity additions.
Investment in solar-power generation and solar manufacturing declined in the second half of the year.
The reduction in the prices of clean-energy technology has been so dramatic that when the prices for GDP statistics are updated, the sectors’ contribution to real GDP – adjusted for inflation or, in this case deflation – will be revised down.
Nevertheless, the key economic role of the industry creates a strong motivation to keep the clean-energy boom going. A slowdown in the domestic market could also undermine efforts to stem overcapacity and inflame trade tensions by increasing pressure on exports to absorb supply.
Local governments and state-owned enterprises will also influence the outlook for the sector.
Provincial governments have a lot of leeway in implementing the new electricity markets and contracting systems for renewable power generation. The new five-year plans, to be published this year, will, therefore, be of major importance.
This spotlight was written for Carbon Brief by Lauri Myllyvirta, lead analyst at Centre for Research on Energy and Clean Air (CREA), and Belinda Schaepe, China policy analyst at CREA. CREA China analysts Qi Qin and Chengcheng Qiu contributed research. Watch, read, listen
PROVINCE INFLUENCE: The Institute for Global Decarbonization Progress, a Beijing-based thinktank, published a report examining the climate-related statements in provincial recommendations for the 15th five-year plan.
‘PIVOT’?: The Outrage + Optimism podcast spoke with the University of Bath’s Dr Yixian Sun about whether China sees itself as a climate leader and what its role in climate negotiations could be going forward.
COOKING FOR CLEAN-TECH: Caixin covered rising demand for China’s “gutter oil” as companies “scramble” to decarbonise.
DON’T GO IT ALONE: China News broadcast the Chinese foreign ministry’s response to the withdrawal of the US from the Paris Agreement, with spokeswoman Mao Ning saying “no country can remain unaffected” by climate change. $6.8tn
The current size of China’s green-finance economy, including loans, bonds and equity, according to <a[...]
Nature Climate Change by Springer Science Journal and Carbon Brief on Telegram by GRT : Pubmedgram , Pubmed on Tg
. In 2024, EVs and solar had been the largest growth drivers. In 2025, it was EVs and batteries, which delivered 44% of the economic impact and more than half of the growth of the clean-energy industries. The next largest subsector was clean-power generation…
href='https://en.ifs.net.cn/about/team'>Dr Ma Jun, the Institute of Finance and Sustainability’s president,in a report launch event attended by Carbon Brief. Dr Ma added that “green loans” make up 16% of all loans in China, with some areas seeing them take a 34% share. New science * China’s official emissions inventories have overestimated its hydrofluorocarbon emissions by an average of 117m tonnes of carbon dioxide equivalent (mtCO2e) every year since 2017 | Nature Geoscience
* “Intensified forest management efforts” in China from 2010 onwards have been linked to an acceleration in carbon absorption by plants and soils | Communications Earth and Environment Recently published on WeChat
* 分析：中印清洁能源增长创纪录，煤电52年来首次下降
* 天然气为何在中国气候战略中角色轻微
China Briefing is written by Anika Patel and edited by Simon Evans. Please send tips and feedback to china@carbonbrief.org
<picturehttps://www.carbonbrief.org/wp-content/uploads/2021/05/website-masthead-new-300x200.png China Briefing 22 January 2026: 2026 priorities; EV agreement; How China uses gas
China Briefing
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22.01.26
<picturehttps://www.carbonbrief.org/wp-content/uploads/2021/05/website-masthead-new-300x200.png China Briefing 11 December 2025: Winter record looms; Joint climate statement with France; How ‘mid-level bureaucrats’ help shape policy China Briefing
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11.12.25
<picturehttps://www.carbonbrief.org/wp-content/uploads/2021/05/website-masthead-new-300x200.png China Briefing 27 November 2025: COP30 wraps; Climate and critical minerals at G20; Coal use up
China Briefing
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27.11.25
<picturehttps://www.carbonbrief.org/wp-content/uploads/2021/05/website-masthead-new-300x200.png China Briefing 13 November 2025: COP30 special
China Briefing
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13.11.25
The post China Briefing 5 February 2026: Clean energy’s share of economy | Record renewables | Thawing relations with UK appeared first on Carbon Brief.
Anika Patel
Source: https://www.carbonbrief.org/?p=61141
Nature Climate on Telegram by @NatureClimateTelegram
A @grttme project - Other backups: @Hallotme
* “Intensified forest management efforts” in China from 2010 onwards have been linked to an acceleration in carbon absorption by plants and soils | Communications Earth and Environment Recently published on WeChat
* 分析：中印清洁能源增长创纪录，煤电52年来首次下降
* 天然气为何在中国气候战略中角色轻微
China Briefing is written by Anika Patel and edited by Simon Evans. Please send tips and feedback to china@carbonbrief.org
<picturehttps://www.carbonbrief.org/wp-content/uploads/2021/05/website-masthead-new-300x200.png China Briefing 22 January 2026: 2026 priorities; EV agreement; How China uses gas
China Briefing
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22.01.26
<picturehttps://www.carbonbrief.org/wp-content/uploads/2021/05/website-masthead-new-300x200.png China Briefing 11 December 2025: Winter record looms; Joint climate statement with France; How ‘mid-level bureaucrats’ help shape policy China Briefing
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11.12.25
<picturehttps://www.carbonbrief.org/wp-content/uploads/2021/05/website-masthead-new-300x200.png China Briefing 27 November 2025: COP30 wraps; Climate and critical minerals at G20; Coal use up
China Briefing
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27.11.25
<picturehttps://www.carbonbrief.org/wp-content/uploads/2021/05/website-masthead-new-300x200.png China Briefing 13 November 2025: COP30 special
China Briefing
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13.11.25
The post China Briefing 5 February 2026: Clean energy’s share of economy | Record renewables | Thawing relations with UK appeared first on Carbon Brief.
Anika Patel
Source: https://www.carbonbrief.org/?p=61141
Nature Climate on Telegram by @NatureClimateTelegram
A @grttme project - Other backups: @Hallotme
Nature Climate Change by Springer Science Journal and Carbon Brief on Telegram by GRT : Pubmedgram , Pubmed on Tg
Photo
DeBriefed 6 February 2026: US secret climate panel ‘unlawful’ | China’s clean energy boon | Can humans reverse nature loss?
Welcome to Carbon Brief’s DeBriefed.
An essential guide to the week’s key developments relating to climate change.
This week
Secrets and layoffs
UNLAWFUL PANEL: A federal judge ruled that the US energy department “violated the law when secretary Chris Wright handpicked five researchers who rejected the scientific consensus on climate change to work in secret on a sweeping government report on global warming”, reported the New York Times. The newspaper explained that a 1972 law “does not allow agencies to recruit or rely on secret groups for the purposes of policymaking”. A Carbon Brief factcheck found more than 100 false or misleading claims in the report.
DARKNESS DESCENDS: The Washington Post reportedly sent layoff notices to “at least 14” of its climate journalists, as part of a wider move from the newspaper’s billionaire owner, Jeff Bezos, to eliminate 300 jobs at the publication, claimed Climate Colored Goggles. After the layoffs, the newspaper will have five journalists left on its award-winning climate desk, according to the substack run by a former climate reporter at the Los Angeles Times. It comes after CBS News laid off most of its climate team in October, it added.
WIND UNBLOCKED: Elsewhere, a separate federal ruling said that a wind project off the coast of New York state can continue, which now means that “all five offshore wind projects halted by the Trump administration in December can resume construction”, said Reuters. Bloomberg added that “Ørsted said it has spent $7bn on the development, which is 45% complete”.
Around the world
* CHANGING TIDES: The EU is “mulling a new strategy” in climate diplomacy after struggling to gather support for “faster, more ambitious action to cut planet-heating emissions” at last year’s UN climate summit COP30, reported Reuters.
* FINANCE ‘CUT’: The UK government is planning to cut climate finance by more than a fifth, from £11.6bn over the past five years to £9bn in the next five, according to the Guardian.
* BIG PLANS: India’s 2026 budget included a new $2.2bn funding push for carbon capture technologies, reported Carbon Brief. The budget also outlined support for renewables and the mining and processing of critical minerals.
* MOROCCO FLOODS: More than 140,000 people have been evacuated in Morocco as “heavy rainfall and water releases from overfilled dams led to flooding”, reported the Associated Press.
* CASHFLOW: “Flawed” economic models used by governments and financial bodies “ignor[e] shocks from extreme weather and climate tipping points”, posing the risk of a “global financial crash”, according to a Carbon Tracker report covered by the Guardian.
* HEATING UP: The International [...]
Welcome to Carbon Brief’s DeBriefed.
An essential guide to the week’s key developments relating to climate change.
This week
Secrets and layoffs
UNLAWFUL PANEL: A federal judge ruled that the US energy department “violated the law when secretary Chris Wright handpicked five researchers who rejected the scientific consensus on climate change to work in secret on a sweeping government report on global warming”, reported the New York Times. The newspaper explained that a 1972 law “does not allow agencies to recruit or rely on secret groups for the purposes of policymaking”. A Carbon Brief factcheck found more than 100 false or misleading claims in the report.
DARKNESS DESCENDS: The Washington Post reportedly sent layoff notices to “at least 14” of its climate journalists, as part of a wider move from the newspaper’s billionaire owner, Jeff Bezos, to eliminate 300 jobs at the publication, claimed Climate Colored Goggles. After the layoffs, the newspaper will have five journalists left on its award-winning climate desk, according to the substack run by a former climate reporter at the Los Angeles Times. It comes after CBS News laid off most of its climate team in October, it added.
WIND UNBLOCKED: Elsewhere, a separate federal ruling said that a wind project off the coast of New York state can continue, which now means that “all five offshore wind projects halted by the Trump administration in December can resume construction”, said Reuters. Bloomberg added that “Ørsted said it has spent $7bn on the development, which is 45% complete”.
Around the world
* CHANGING TIDES: The EU is “mulling a new strategy” in climate diplomacy after struggling to gather support for “faster, more ambitious action to cut planet-heating emissions” at last year’s UN climate summit COP30, reported Reuters.
* FINANCE ‘CUT’: The UK government is planning to cut climate finance by more than a fifth, from £11.6bn over the past five years to £9bn in the next five, according to the Guardian.
* BIG PLANS: India’s 2026 budget included a new $2.2bn funding push for carbon capture technologies, reported Carbon Brief. The budget also outlined support for renewables and the mining and processing of critical minerals.
* MOROCCO FLOODS: More than 140,000 people have been evacuated in Morocco as “heavy rainfall and water releases from overfilled dams led to flooding”, reported the Associated Press.
* CASHFLOW: “Flawed” economic models used by governments and financial bodies “ignor[e] shocks from extreme weather and climate tipping points”, posing the risk of a “global financial crash”, according to a Carbon Tracker report covered by the Guardian.
* HEATING UP: The International [...]
Nature Climate Change by Springer Science Journal and Carbon Brief on Telegram by GRT : Pubmedgram , Pubmed on Tg
DeBriefed 6 February 2026: US secret climate panel ‘unlawful’ | China’s clean energy boon | Can humans reverse nature loss? Welcome to Carbon Brief’s DeBriefed. An essential guide to the week’s key developments relating to climate change. This week Secrets…
Olympic Committee is discussing options to hold future winter games earlier in the year “because of the effects of warmer temperatures”, said the Associated Press.
54%
The increase in new solar capacity installed in Africa over 2024-25 – the continent’s fastest growth on record, according to a Global Solar Council report covered by Bloomberg.
Latest climate research
* Arctic warming significantly postpones the retreat of the Afro-Asian summer monsoon, worsening autumn rainfall | Environmental Research Letters
* “Positive” images of heatwaves reduce the impact of messages about extreme heat, according to a survey of 4,000 US adults | Environmental Communication
* Greenland’s “peripheral” glaciers are projected to lose nearly one-fifth of their total area and almost one-third of their total volume by 2100 under a low-emissions scenario | The Cryosphere
(For more, see Carbon Brief’s in-depth daily summaries of the top climate news stories on Monday, Tuesday, Wednesday, Thursday and Friday.)
Captured
https://www.carbonbrief.org/wp-content/uploads/2026/02/clean-energy-drive-more-than-third-china-ecnomic-growth-2025_NEWSLETTER-1-1024x654.png
Solar power, electric vehicles and other clean-energy technologies drove more than a third of the growth in China’s economy in 2025 – and more than 90% of the rise in investment, according to new analysis for Carbon Brief (shown in blue above). Clean-energy sectors contributed a record 15.4tn yuan ($2.1tn) in 2025, some 11.4% of China’s gross domestic product (GDP) – comparable to the economies of Brazil or Canada, the analysis said.
Spotlight
Can humans reverse nature decline?
This week, Carbon Brief travelled to a UN event in Manchester, UK to speak to biodiversity scientists about the chances of reversing nature loss.
Officials from more than 150 countries arrived in Manchester this week to approve a new UN report on how nature underpins economic prosperity.
The meeting comes just four years before nations are due to meet a global target to halt and reverse biodiversity loss, agreed in 2022 under the landmark “Kunming-Montreal Global Biodiversity Framework” (GBF).
At the sidelines of the meeting, Carbon Brief spoke to a range of scientists about humanity’s chances of meeting the 2030 goal. Their answers have been edited for length and clarity.
Dr David Obura, ecologist and chair of Intergovernmental Science-Policy Platform on Biodiversity and Ecosystem Services (IPBES)
We can’t halt and reverse the decline of every ecosystem. But we can try to “bend the curve” or halt and reverse the drivers of decline. That’s the economic d[...]
54%
The increase in new solar capacity installed in Africa over 2024-25 – the continent’s fastest growth on record, according to a Global Solar Council report covered by Bloomberg.
Latest climate research
* Arctic warming significantly postpones the retreat of the Afro-Asian summer monsoon, worsening autumn rainfall | Environmental Research Letters
* “Positive” images of heatwaves reduce the impact of messages about extreme heat, according to a survey of 4,000 US adults | Environmental Communication
* Greenland’s “peripheral” glaciers are projected to lose nearly one-fifth of their total area and almost one-third of their total volume by 2100 under a low-emissions scenario | The Cryosphere
(For more, see Carbon Brief’s in-depth daily summaries of the top climate news stories on Monday, Tuesday, Wednesday, Thursday and Friday.)
Captured
https://www.carbonbrief.org/wp-content/uploads/2026/02/clean-energy-drive-more-than-third-china-ecnomic-growth-2025_NEWSLETTER-1-1024x654.png
Solar power, electric vehicles and other clean-energy technologies drove more than a third of the growth in China’s economy in 2025 – and more than 90% of the rise in investment, according to new analysis for Carbon Brief (shown in blue above). Clean-energy sectors contributed a record 15.4tn yuan ($2.1tn) in 2025, some 11.4% of China’s gross domestic product (GDP) – comparable to the economies of Brazil or Canada, the analysis said.
Spotlight
Can humans reverse nature decline?
This week, Carbon Brief travelled to a UN event in Manchester, UK to speak to biodiversity scientists about the chances of reversing nature loss.
Officials from more than 150 countries arrived in Manchester this week to approve a new UN report on how nature underpins economic prosperity.
The meeting comes just four years before nations are due to meet a global target to halt and reverse biodiversity loss, agreed in 2022 under the landmark “Kunming-Montreal Global Biodiversity Framework” (GBF).
At the sidelines of the meeting, Carbon Brief spoke to a range of scientists about humanity’s chances of meeting the 2030 goal. Their answers have been edited for length and clarity.
Dr David Obura, ecologist and chair of Intergovernmental Science-Policy Platform on Biodiversity and Ecosystem Services (IPBES)
We can’t halt and reverse the decline of every ecosystem. But we can try to “bend the curve” or halt and reverse the drivers of decline. That’s the economic d[...]
Nature Climate Change by Springer Science Journal and Carbon Brief on Telegram by GRT : Pubmedgram , Pubmed on Tg
Olympic Committee is discussing options to hold future winter games earlier in the year “because of the effects of warmer temperatures”, said the Associated Press. 54% The increase in new solar capacity installed in Africa over 2024-25 – the continent’s…
rivers, the indirect drivers and the values shifts we need to have. What the GBF aspires to do, in terms of halting and reversing biodiversity loss, we can put in place the enabling drivers for that by 2030, but we won’t be able to do it fast enough at this point to halt [the loss] of all ecosystems.
Dr Luthando Dziba, executive secretary of IPBES
Countries are due to report on progress by the end of February this year on their national strategies to the Convention on Biological Diversity [CBD]. Once we get that, coupled with a process that is ongoing within the CBD, which is called the global stocktake, I think that’s going to give insights on progress as to whether this is possible to achieve by 2030…Are we on the right trajectory? I think we are and hopefully we will continue to move towards the final destination of having halted biodiversity loss, but also of living in harmony with nature.
Prof Laura Pereira, scientist at the Global Change Institute at Wits University, South Africa
At the global level, I think it’s very unlikely that we’re going to achieve the overall goal of halting biodiversity loss by 2030. That being said, I think we will make substantial inroads towards achieving our longer term targets. There is a lot of hope, but we’ve also got to be very aware that we have not necessarily seen the transformative changes that are going to be needed to really reverse the impacts on biodiversity.
Dr David Cooper, chair of the UK’s Joint Nature Conservation Committee and former executive secretary of the Convention on Biological Diversity
It’s important to look at the GBF as a whole…I think it is possible to achieve those targets, or at least most of them, and to make substantial progress towards them. It is possible, still, to take action to put nature on a path to recovery. We’ll have to increasingly look at the drivers.
Prof Andrew Gonzalez, McGill University professor and co-chair of an IPBES biodiversity monitoring assessment
I think for many of the 23 targets across the GBF, it’s going to be challenging to hit those by 2030. I think we’re looking at a process that’s starting now in earnest as countries [implement steps and measure progress]…You have to align efforts for conserving nature, the economics of protecting nature [and] the social dimensions of that, and who benefits, whose rights are preserved and protected.
Neville Ash, director of the UN Environment Programme World Conservation Monitoring Centre
The ambitions in the 2030 targets are very high, so it’s going to be a stretch for many governments to make the actions necessary to achieve those targets, but even if we make all the actions in the next four years, it doesn’t mean we halt and reverse biodiversity loss by 2030. It means we put the action in place to enable that to happen in the future…The important thing at this stage is the urgent action to address the loss of biodiversity, with the result of that finding its way through by the ambition of 2050 of living in harmony with nature.
Prof Pam McElwee, Rutgers University professor and co-chair of an IPBES “nexus assessment” report
If you look at all of the available evidence, it’s pretty clear that we’re going to keep experiencing biodiversity decline. I mean, it’s fairly similar to the 1.5C climate target. We are not going to meet that either. But that doesn’t mean that you [...]
Dr Luthando Dziba, executive secretary of IPBES
Countries are due to report on progress by the end of February this year on their national strategies to the Convention on Biological Diversity [CBD]. Once we get that, coupled with a process that is ongoing within the CBD, which is called the global stocktake, I think that’s going to give insights on progress as to whether this is possible to achieve by 2030…Are we on the right trajectory? I think we are and hopefully we will continue to move towards the final destination of having halted biodiversity loss, but also of living in harmony with nature.
Prof Laura Pereira, scientist at the Global Change Institute at Wits University, South Africa
At the global level, I think it’s very unlikely that we’re going to achieve the overall goal of halting biodiversity loss by 2030. That being said, I think we will make substantial inroads towards achieving our longer term targets. There is a lot of hope, but we’ve also got to be very aware that we have not necessarily seen the transformative changes that are going to be needed to really reverse the impacts on biodiversity.
Dr David Cooper, chair of the UK’s Joint Nature Conservation Committee and former executive secretary of the Convention on Biological Diversity
It’s important to look at the GBF as a whole…I think it is possible to achieve those targets, or at least most of them, and to make substantial progress towards them. It is possible, still, to take action to put nature on a path to recovery. We’ll have to increasingly look at the drivers.
Prof Andrew Gonzalez, McGill University professor and co-chair of an IPBES biodiversity monitoring assessment
I think for many of the 23 targets across the GBF, it’s going to be challenging to hit those by 2030. I think we’re looking at a process that’s starting now in earnest as countries [implement steps and measure progress]…You have to align efforts for conserving nature, the economics of protecting nature [and] the social dimensions of that, and who benefits, whose rights are preserved and protected.
Neville Ash, director of the UN Environment Programme World Conservation Monitoring Centre
The ambitions in the 2030 targets are very high, so it’s going to be a stretch for many governments to make the actions necessary to achieve those targets, but even if we make all the actions in the next four years, it doesn’t mean we halt and reverse biodiversity loss by 2030. It means we put the action in place to enable that to happen in the future…The important thing at this stage is the urgent action to address the loss of biodiversity, with the result of that finding its way through by the ambition of 2050 of living in harmony with nature.
Prof Pam McElwee, Rutgers University professor and co-chair of an IPBES “nexus assessment” report
If you look at all of the available evidence, it’s pretty clear that we’re going to keep experiencing biodiversity decline. I mean, it’s fairly similar to the 1.5C climate target. We are not going to meet that either. But that doesn’t mean that you [...]
Nature Climate Change by Springer Science Journal and Carbon Brief on Telegram by GRT : Pubmedgram , Pubmed on Tg
rivers, the indirect drivers and the values shifts we need to have. What the GBF aspires to do, in terms of halting and reversing biodiversity loss, we can put in place the enabling drivers for that by 2030, but we won’t be able to do it fast enough at this…
slow down the ambition…even though you recognise that we probably won’t meet that specific timebound target, that’s all the more reason to continue to do what we’re doing and, in fact, accelerate action. Watch, read, listen
OIL IMPACTS: Gas flaring has risen in the Niger Delta since oil and gas major Shell sold its assets in the Nigerian “oil hub”, a Climate Home News investigation found.
LOW SNOW: The Washington Post explored how “climate change is making the Winter Olympics harder to host”.
CULTURE WARS: A Media Confidential podcast examined when climate coverage in the UK became “part of the culture wars”. Coming up
* 2-8 February: 12th session of the Intergovernmental Science-Policy Platform on Biodiversity and Ecosystem Services (IPBES), Manchester, UK
* 8 February: Japanese general election
* 8 February: Portugal presidential election
* 11 February: Barbados general election
* 11-12 February: UN climate chief Simon Stiell due to speak in Istanbul, Turkey Pick of the jobs
* UK Met Office, senior climate science communicator | Salary: £43,081-£46,728. Location: Exeter, UK
* Canadian Red Cross, programme officer, Indigenous operations – disaster risk reduction and climate change adaptation | Salary: $56,520-$60,053. Location: Manitoba, Canada
* Aldersgate Group, policy officer | Salary: £33,949-£39,253. Location: London (hybrid)
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<picturehttps://www.carbonbrief.org/wp-content/uploads/2023/06/debriefed_HERO_BLANK-1550x1033-1-300x200.png DeBriefed 30 January 2026: Fire and ice; US formally exits Paris; Climate image faux pas
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<picturehttps://www.carbonbrief.org/wp-content/uploads/2023/06/debriefed_HERO_BLANK-1550x1033-1-300x200.png DeBriefed 23 January 2026: Trump’s Davos tirade; EU wind and solar milestone; High seas hope
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<picturehttps://www.carbonbrief.org/wp-content/uploads/2023/06/debriefed_HERO_BLANK-1550x1033-1-300x200.png DeBriefed 16 January 2026: Three years of record heat; China and India coal milestone; Beijing’s 2026 climate outlook
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The post DeBriefed 6 February 2026: US secret climate panel ‘unlawful’ | China’s clean energy boon | Can humans reverse nature loss? appeared first on Carbon Brief.
Carbon Brief Staff
Source: https://www.carbonbrief.org/?p=61154
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OIL IMPACTS: Gas flaring has risen in the Niger Delta since oil and gas major Shell sold its assets in the Nigerian “oil hub”, a Climate Home News investigation found.
LOW SNOW: The Washington Post explored how “climate change is making the Winter Olympics harder to host”.
CULTURE WARS: A Media Confidential podcast examined when climate coverage in the UK became “part of the culture wars”. Coming up
* 2-8 February: 12th session of the Intergovernmental Science-Policy Platform on Biodiversity and Ecosystem Services (IPBES), Manchester, UK
* 8 February: Japanese general election
* 8 February: Portugal presidential election
* 11 February: Barbados general election
* 11-12 February: UN climate chief Simon Stiell due to speak in Istanbul, Turkey Pick of the jobs
* UK Met Office, senior climate science communicator | Salary: £43,081-£46,728. Location: Exeter, UK
* Canadian Red Cross, programme officer, Indigenous operations – disaster risk reduction and climate change adaptation | Salary: $56,520-$60,053. Location: Manitoba, Canada
* Aldersgate Group, policy officer | Salary: £33,949-£39,253. Location: London (hybrid)
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.
<picturehttps://www.carbonbrief.org/wp-content/uploads/2023/06/debriefed_HERO_BLANK-1550x1033-1-300x200.png DeBriefed 30 January 2026: Fire and ice; US formally exits Paris; Climate image faux pas
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30.01.26
<picturehttps://www.carbonbrief.org/wp-content/uploads/2023/06/debriefed_HERO_BLANK-1550x1033-1-300x200.png DeBriefed 23 January 2026: Trump’s Davos tirade; EU wind and solar milestone; High seas hope
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23.01.26
<picturehttps://www.carbonbrief.org/wp-content/uploads/2023/06/debriefed_HERO_BLANK-1550x1033-1-300x200.png DeBriefed 16 January 2026: Three years of record heat; China and India coal milestone; Beijing’s 2026 climate outlook
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<picturehttps://www.carbonbrief.org/wp-content/uploads/2023/06/debriefed_HERO_BLANK-300x200.png DeBriefed 9 January 2026: US to exit global climate treaty; Venezuelan oil ‘uncertainty’; ‘Hardest truth’ for Africa’s energy transition
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The post DeBriefed 6 February 2026: US secret climate panel ‘unlawful’ | China’s clean energy boon | Can humans reverse nature loss? appeared first on Carbon Brief.
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Source: https://www.carbonbrief.org/?p=61154
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IPBES: Four key takeaways on how nature loss threatens the global economy
The “undervaluing” of nature by businesses is fuelling its decline and putting the global economy at risk, according to a major new report.
An assessment from the Intergovernmental Science-Policy Platform on Biodiversity and Ecosystem Services (IPBES) outlines more than 100 actions for measuring and reducing impacts on nature across business, government, financial institutions and civil society.
A co-chair of the assessment says that nature loss is one of the most “serious threats” to businesses, but the “twisted reality is that it often seems more profitable to businesses to degrade biodiversity than to protect it”.
The “business and biodiversity” report says that global “finance flows” of more than $7tn (£5.1tn) had “direct negative impacts on nature” in 2023.
The new findings were put together by 79 experts from around the world over the course of three years, in what IPBES described as a “fast-track” assessment.
IPBES is an independent body that gives scientific advice to policymakers about biodiversity and ecosystems.
This is the “first report of its kind” to provide guidance on how businesses can contribute to 2030 nature goals, says IPBES executive secretary Dr Luthando Dziba in a statement.
Below, Carbon Brief explains four key findings from the “summary for policymakers” (SPM), which outlines the main messages of the report.
The full report is due to be released in the coming months after final edits are made.
1. Businesses both depend on, and harm, nature
2. Current practices ‘do not support’ efforts to halt and reverse biodiversity loss
3. Businesses can act now to address their impacts on nature
4. Government policies can drive a ‘just and sustainable future’ for nature and people
1. Businesses both depend on, and harm, nature
Businesses of all sizes rely on nature in one way or another, says the report.
The SPM outlines that biodiversity provides many of the goods and services businesses need, such as raw materials from the environment or controlled water flows to reduce flooding during wet seasons and provide water in dry seasons.
Biodiversity also “underpins genetic diversity” that informs the development of products in many industries, including pharmaceuticals and cosmetics.
Individual businesses often do not address their impacts and dependencies on nature, “in part due to their lack of awareness”, the SPM says.
They also often do not have the data or knowledge to “quantify their impacts on dependencies on biodiversity and much of the relevant scientific literature is not written for a business audience”, the report claims. It adds:
“Lack of transparency across value chains, including of the risks and opportunities related to the sustainability of resource extraction, use, reuse and waste management, is a further barrier to action.”
The report says it is well established that businesses depend on biodiversity, but also that the actions of businesses “continue to drive declines in biodiversity and nature’s contributions to people”.
It adds that the size of a business “does not always reflect the magnitude of its impacts”, with companies in sectors such as agriculture, forestry, fishing, electricity, energy and mining having “relatively high” direct impacts on nature.
A “failure” to account for nature as the economy has expanded over the past two centuries has “led to its [...]
The “undervaluing” of nature by businesses is fuelling its decline and putting the global economy at risk, according to a major new report.
An assessment from the Intergovernmental Science-Policy Platform on Biodiversity and Ecosystem Services (IPBES) outlines more than 100 actions for measuring and reducing impacts on nature across business, government, financial institutions and civil society.
A co-chair of the assessment says that nature loss is one of the most “serious threats” to businesses, but the “twisted reality is that it often seems more profitable to businesses to degrade biodiversity than to protect it”.
The “business and biodiversity” report says that global “finance flows” of more than $7tn (£5.1tn) had “direct negative impacts on nature” in 2023.
The new findings were put together by 79 experts from around the world over the course of three years, in what IPBES described as a “fast-track” assessment.
IPBES is an independent body that gives scientific advice to policymakers about biodiversity and ecosystems.
This is the “first report of its kind” to provide guidance on how businesses can contribute to 2030 nature goals, says IPBES executive secretary Dr Luthando Dziba in a statement.
Below, Carbon Brief explains four key findings from the “summary for policymakers” (SPM), which outlines the main messages of the report.
The full report is due to be released in the coming months after final edits are made.
1. Businesses both depend on, and harm, nature
2. Current practices ‘do not support’ efforts to halt and reverse biodiversity loss
3. Businesses can act now to address their impacts on nature
4. Government policies can drive a ‘just and sustainable future’ for nature and people
1. Businesses both depend on, and harm, nature
Businesses of all sizes rely on nature in one way or another, says the report.
The SPM outlines that biodiversity provides many of the goods and services businesses need, such as raw materials from the environment or controlled water flows to reduce flooding during wet seasons and provide water in dry seasons.
Biodiversity also “underpins genetic diversity” that informs the development of products in many industries, including pharmaceuticals and cosmetics.
Individual businesses often do not address their impacts and dependencies on nature, “in part due to their lack of awareness”, the SPM says.
They also often do not have the data or knowledge to “quantify their impacts on dependencies on biodiversity and much of the relevant scientific literature is not written for a business audience”, the report claims. It adds:
“Lack of transparency across value chains, including of the risks and opportunities related to the sustainability of resource extraction, use, reuse and waste management, is a further barrier to action.”
The report says it is well established that businesses depend on biodiversity, but also that the actions of businesses “continue to drive declines in biodiversity and nature’s contributions to people”.
It adds that the size of a business “does not always reflect the magnitude of its impacts”, with companies in sectors such as agriculture, forestry, fishing, electricity, energy and mining having “relatively high” direct impacts on nature.
A “failure” to account for nature as the economy has expanded over the past two centuries has “led to its [...]
Nature Climate Change by Springer Science Journal and Carbon Brief on Telegram by GRT : Pubmedgram , Pubmed on Tg
IPBES: Four key takeaways on how nature loss threatens the global economy The “undervaluing” of nature by businesses is fuelling its decline and putting the global economy at risk, according to a major new report. An assessment from the Intergovernmental…
degradation and unprecedented rates of biodiversity loss”, the SPM says. It adds:
“The decline in biodiversity and nature’s contributions to people has become a critical systemic risk threatening the economy, financial stability and human wellbeing with implications for human rights.”
It is well established that nature loss as a result of “unsustainable use” threatens the “ability of businesses, local economies and whole sectors to function”, the report details.
These risks and others – such as extreme weather events and critical changes to Earth systems – are “among the highest-ranked global risks over the next 10 years”, it adds.
The SPM notes further that it is well established that risks around climate change and biodiversity loss “may interact to amplify social and economic impacts”.
These risks have “disproportionate impacts on developing countries whose economies are more reliant on biodiversity and have more limited technical and financial capacity to absorb shocks”, the report adds.
2. Current practices ‘do not support’ efforts to halt and reverse biodiversity loss
The SPM says that it is well established that current political and economic practices “perpetuate business as usual and do not support the transformative change required to halt and reverse biodiversity loss”.
These practices have “commonly ignored or undervalued biodiversity, creating tension between business actions and the conservation and sustainable use of biodiversity”, the report continues.
For example, the report says there is established but incomplete evidence that “time pressures on decision-making and timescales for investment returns and reporting by businesses – with an emphasis on quarterly earnings or annual reporting – are shorter than many ecological cycles”.
This prevents businesses from “adequately” considering nature loss in decision-making, says the SPM.
There is well established evidence that businesses fail to assign adequate value to “biodiversity and many of nature’s contributions to people, such as filtration of pollutants, climate regulation and pollination”, it continues.
As a result, “businesses bear little or no financial cost for negative impacts and may not generate revenue from positive impacts on biodiversity”, leading to “insufficient incentives for businesses to act to conserve, restore or sustainably use biodiversity”.
Prof Stephen Polasky, co-chair of the assessment and a professor of ecological and environmental economics at the University of Minnesota, said in a statement:
“The loss of biodiversity is among the most serious threats to business. Yet the twisted reality is that it often seems more profitable to businesses to degrade biodiversity than to protect it. Business as usual may once have seemed profitable in the short term, but impacts across multiple businesses can have cumulative effects, aggregating to global impacts, which can cross ecological tipping points.”
It is well established that policies from governments can “further accelerate biodiversity decline”, the SPM says.
It notes that, in 2023, global public and private financial spending with direct negative impacts on nature was estimated at $7.3tn.
This figure includes public subsidies that are harmful to nature (around $2.4tn) and private investment in high-impact sectors ($4.9tn), says the report.
Industries harmful to nature include fossil-fuel extraction, mining, deforestation and large-scale meat farming and fishing.
In c[...]
“The decline in biodiversity and nature’s contributions to people has become a critical systemic risk threatening the economy, financial stability and human wellbeing with implications for human rights.”
It is well established that nature loss as a result of “unsustainable use” threatens the “ability of businesses, local economies and whole sectors to function”, the report details.
These risks and others – such as extreme weather events and critical changes to Earth systems – are “among the highest-ranked global risks over the next 10 years”, it adds.
The SPM notes further that it is well established that risks around climate change and biodiversity loss “may interact to amplify social and economic impacts”.
These risks have “disproportionate impacts on developing countries whose economies are more reliant on biodiversity and have more limited technical and financial capacity to absorb shocks”, the report adds.
2. Current practices ‘do not support’ efforts to halt and reverse biodiversity loss
The SPM says that it is well established that current political and economic practices “perpetuate business as usual and do not support the transformative change required to halt and reverse biodiversity loss”.
These practices have “commonly ignored or undervalued biodiversity, creating tension between business actions and the conservation and sustainable use of biodiversity”, the report continues.
For example, the report says there is established but incomplete evidence that “time pressures on decision-making and timescales for investment returns and reporting by businesses – with an emphasis on quarterly earnings or annual reporting – are shorter than many ecological cycles”.
This prevents businesses from “adequately” considering nature loss in decision-making, says the SPM.
There is well established evidence that businesses fail to assign adequate value to “biodiversity and many of nature’s contributions to people, such as filtration of pollutants, climate regulation and pollination”, it continues.
As a result, “businesses bear little or no financial cost for negative impacts and may not generate revenue from positive impacts on biodiversity”, leading to “insufficient incentives for businesses to act to conserve, restore or sustainably use biodiversity”.
Prof Stephen Polasky, co-chair of the assessment and a professor of ecological and environmental economics at the University of Minnesota, said in a statement:
“The loss of biodiversity is among the most serious threats to business. Yet the twisted reality is that it often seems more profitable to businesses to degrade biodiversity than to protect it. Business as usual may once have seemed profitable in the short term, but impacts across multiple businesses can have cumulative effects, aggregating to global impacts, which can cross ecological tipping points.”
It is well established that policies from governments can “further accelerate biodiversity decline”, the SPM says.
It notes that, in 2023, global public and private financial spending with direct negative impacts on nature was estimated at $7.3tn.
This figure includes public subsidies that are harmful to nature (around $2.4tn) and private investment in high-impact sectors ($4.9tn), says the report.
Industries harmful to nature include fossil-fuel extraction, mining, deforestation and large-scale meat farming and fishing.
In c[...]
Nature Climate Change by Springer Science Journal and Carbon Brief on Telegram by GRT : Pubmedgram , Pubmed on Tg
degradation and unprecedented rates of biodiversity loss”, the SPM says. It adds: “The decline in biodiversity and nature’s contributions to people has become a critical systemic risk threatening the economy, financial stability and human wellbeing with…
ontrast, just $220bn in public and private finance was directed to activities that contribute to protecting and sustainably using nature in 2023, adds the report.
(In recognition of the need to address public spending on activities that are destructive to nature, countries agreed to reduce biodiversity-harming subsidies by at least $500bn by 2030 as part of a global pact made in 2022.)
There are additional “barriers to action” facing businesses, ranging from challenging social norms to a lack of capacity, data or technology. These are summarised in the table below.
https://www.carbonbrief.org/wp-content/uploads/2026/02/Screenshot_2026-02-09_at_13.40.16.jpg Barriers preventing businesses from taking action on biodiversity loss. Credit: SPM.4, IPBES (2026)
“These barriers do not affect all actors equally and may disproportionately affect small and medium-sized businesses and financial institutions in developing countries,” adds the report. 3. Businesses can act now to address their impacts on nature The SPM says it is well established that the “transformative change” required to halt and reverse biodiversity loss requires action from “all businesses”.
However, the report continues that it is also well established that the current level of business action is “insufficient” to deliver this “transformative change”. This is, in part, because the “enabling environment is missing”, it says.
IPBES says all businesses have a responsibility to act, even if this responsibility is not shared “evenly”.
“Priority actions” that businesses should take differ depending on the size of the firm, the sector in which it operates in, as well as the company structure and its “relationship with biodiversity”, the report notes.
The exact actions businesses should pursue also depends on companies’ “degree of control and influence over stakeholders”, it says.
According to the report, firms can act across four “decision-making levels” – corporate, operations, value chain and portfolio – to measure and address impacts on biodiversity.
(“Corporate” refers to decisions focused on overarching strategy, governance and direction of the business; “operations” to day-to-day activities; “value chain” to the system and resources required to move a product or service from supplier to customer; and “portfolio” to investments and business assets).
The SPM sets out a series of examples for how businesses can act across all four levels. These are summarised in the table below.
https://www.carbonbrief.org/wp-content/uploads/2026/02/Screenshot_2026-02-09_at_12.39.13.jpg Actions that businesses can take now to address their impacts and dependencies. Credit: SPM.2, IPBES (2026).
At a corporate level, the report notes that firms can establish ambitious governance and frameworks that can then have a ripple effect across the other levels, according to the report. This includes the integration of biodiversity commitments and targets into corporate strategy.
The SPM says that corporate biodiversity targets are “most effective” when they are aligned with “national and global biodiversity objectives” and “take into consideration a business’s impacts and dependencies on biodiversity and nature’s contributions to people”.
At an operations level, businesses should focus on ensuring that their operations are located and managed in a way that benefits biodiversity, IPBES says. Environmental and social impact assessments and management plans that are supported by “credible monitoring of both actions and biodiversity outcomes” can underpin this effort, the SPM notes.
It says it is well established that using the “<a href='https://www.cambridge.org/core/services/aop-cambridge-core/content/view/ddba2ea1d468985a9ce5d089abc5fad5/s0030605316001034a.pdf/avoiding-impacts-on-biodiver[...]
(In recognition of the need to address public spending on activities that are destructive to nature, countries agreed to reduce biodiversity-harming subsidies by at least $500bn by 2030 as part of a global pact made in 2022.)
There are additional “barriers to action” facing businesses, ranging from challenging social norms to a lack of capacity, data or technology. These are summarised in the table below.
https://www.carbonbrief.org/wp-content/uploads/2026/02/Screenshot_2026-02-09_at_13.40.16.jpg Barriers preventing businesses from taking action on biodiversity loss. Credit: SPM.4, IPBES (2026)
“These barriers do not affect all actors equally and may disproportionately affect small and medium-sized businesses and financial institutions in developing countries,” adds the report. 3. Businesses can act now to address their impacts on nature The SPM says it is well established that the “transformative change” required to halt and reverse biodiversity loss requires action from “all businesses”.
However, the report continues that it is also well established that the current level of business action is “insufficient” to deliver this “transformative change”. This is, in part, because the “enabling environment is missing”, it says.
IPBES says all businesses have a responsibility to act, even if this responsibility is not shared “evenly”.
“Priority actions” that businesses should take differ depending on the size of the firm, the sector in which it operates in, as well as the company structure and its “relationship with biodiversity”, the report notes.
The exact actions businesses should pursue also depends on companies’ “degree of control and influence over stakeholders”, it says.
According to the report, firms can act across four “decision-making levels” – corporate, operations, value chain and portfolio – to measure and address impacts on biodiversity.
(“Corporate” refers to decisions focused on overarching strategy, governance and direction of the business; “operations” to day-to-day activities; “value chain” to the system and resources required to move a product or service from supplier to customer; and “portfolio” to investments and business assets).
The SPM sets out a series of examples for how businesses can act across all four levels. These are summarised in the table below.
https://www.carbonbrief.org/wp-content/uploads/2026/02/Screenshot_2026-02-09_at_12.39.13.jpg Actions that businesses can take now to address their impacts and dependencies. Credit: SPM.2, IPBES (2026).
At a corporate level, the report notes that firms can establish ambitious governance and frameworks that can then have a ripple effect across the other levels, according to the report. This includes the integration of biodiversity commitments and targets into corporate strategy.
The SPM says that corporate biodiversity targets are “most effective” when they are aligned with “national and global biodiversity objectives” and “take into consideration a business’s impacts and dependencies on biodiversity and nature’s contributions to people”.
At an operations level, businesses should focus on ensuring that their operations are located and managed in a way that benefits biodiversity, IPBES says. Environmental and social impact assessments and management plans that are supported by “credible monitoring of both actions and biodiversity outcomes” can underpin this effort, the SPM notes.
It says it is well established that using the “<a href='https://www.cambridge.org/core/services/aop-cambridge-core/content/view/ddba2ea1d468985a9ce5d089abc5fad5/s0030605316001034a.pdf/avoiding-impacts-on-biodiver[...]
Nature Climate Change by Springer Science Journal and Carbon Brief on Telegram by GRT : Pubmedgram , Pubmed on Tg
ontrast, just $220bn in public and private finance was directed to activities that contribute to protecting and sustainably using nature in 2023, adds the report. (In recognition of the need to address public spending on activities that are destructive to…
sity-through-strengthening-the-first-stage-of-the-mitigation-hierarchy.pdf'>mitigation hierarchy” framework can help businesses deliver “lasting outcomes on the ground”. (The framework guides users towards limiting as far as possible the negative impacts on biodiversity from development projects by first avoiding, then minimising, restoring and offsetting impacts.)
Next, the report notes there are actions businesses can take to drive change within its broader spheres of influence, including suppliers, retailers, consumers and peers within industry. This is important, the SPM notes, as significant impacts and dependencies on biodiversity and nature “accrue” across the lifecycle of products or services, especially those that rely on raw materials.
The report notes there is established but incomplete evidence that efforts to “map” company value chains and improve traceability by linking products and materials to suppliers, locations and impacts can help “identify risks and prioritise actions”.
While noting that “mapping” beyond direct suppliers “often remains challenging” for businesses, the report adds:
“Examples at the corporate and value chain levels exist, such as companies in the chocolate industry that have made advances in recording biodiversity dependencies to improve business decisions through full traceability of materials and improved supplier control mechanisms.”
Elsewhere, the SPM notes that there is also established but incomplete evidence that consumer-focused measures – such as product labelling, education and incentives – can “shape behaviour and improve transparency”. However, it cautions that the effectiveness of these strategies is “constrained by consumer scepticism, certification costs and business models reliant on unsustainable consumption”.
The SPM also highlights that, at a “portfolio” level, financial institutions can shift finance away from harmful activities – for instance, companies whose products drive deforestation – and towards business activities with positive impacts for biodiversity and nature.
Speaking to Carbon Brief, Matt Jones, co-chair of the report, explains the rationale behind including options for how businesses can address biodiversity impacts in the document:
“Businesses and governments in different countries are coming at this from a very different perspective. So we can’t present a set of really prescriptive ‘how tos’…but we can present a huge number of options for action that businesses, governments, financial institutions and civil society and other actors can all take.”
Elsewhere, the report says it is well established that “robust, transparent and credible reporting of actions and outcomes” is required to “inspire others”. 4. Government policies can drive a ‘just and sustainable future’ for nature and people
Both governments and financial institutions can set policies and create incentives to protect biodiversity and stem its decline, says the SPM.
According to the report, the types of policies that governments can put in place that have an influence over business include:
* Fiscal policies, such as subsidies and taxes.
* Land use or marine spatial planning and zoning, such as designating new national parks or areas protected for nature.
* Permitting for business activities that affect nature – for example, by requiring environmental impact assessments.
* Public procurement policy (rules for how governments purchase goods and services).
* Controls on advertising and the creation of standards to prevent “greenwashing”.
Governments can also promote action through paying for ecosystem services, creating environmental markets and through “<a href='https://www.cbd.int/ab[...]
Next, the report notes there are actions businesses can take to drive change within its broader spheres of influence, including suppliers, retailers, consumers and peers within industry. This is important, the SPM notes, as significant impacts and dependencies on biodiversity and nature “accrue” across the lifecycle of products or services, especially those that rely on raw materials.
The report notes there is established but incomplete evidence that efforts to “map” company value chains and improve traceability by linking products and materials to suppliers, locations and impacts can help “identify risks and prioritise actions”.
While noting that “mapping” beyond direct suppliers “often remains challenging” for businesses, the report adds:
“Examples at the corporate and value chain levels exist, such as companies in the chocolate industry that have made advances in recording biodiversity dependencies to improve business decisions through full traceability of materials and improved supplier control mechanisms.”
Elsewhere, the SPM notes that there is also established but incomplete evidence that consumer-focused measures – such as product labelling, education and incentives – can “shape behaviour and improve transparency”. However, it cautions that the effectiveness of these strategies is “constrained by consumer scepticism, certification costs and business models reliant on unsustainable consumption”.
The SPM also highlights that, at a “portfolio” level, financial institutions can shift finance away from harmful activities – for instance, companies whose products drive deforestation – and towards business activities with positive impacts for biodiversity and nature.
Speaking to Carbon Brief, Matt Jones, co-chair of the report, explains the rationale behind including options for how businesses can address biodiversity impacts in the document:
“Businesses and governments in different countries are coming at this from a very different perspective. So we can’t present a set of really prescriptive ‘how tos’…but we can present a huge number of options for action that businesses, governments, financial institutions and civil society and other actors can all take.”
Elsewhere, the report says it is well established that “robust, transparent and credible reporting of actions and outcomes” is required to “inspire others”. 4. Government policies can drive a ‘just and sustainable future’ for nature and people
Both governments and financial institutions can set policies and create incentives to protect biodiversity and stem its decline, says the SPM.
According to the report, the types of policies that governments can put in place that have an influence over business include:
* Fiscal policies, such as subsidies and taxes.
* Land use or marine spatial planning and zoning, such as designating new national parks or areas protected for nature.
* Permitting for business activities that affect nature – for example, by requiring environmental impact assessments.
* Public procurement policy (rules for how governments purchase goods and services).
* Controls on advertising and the creation of standards to prevent “greenwashing”.
Governments can also promote action through paying for ecosystem services, creating environmental markets and through “<a href='https://www.cbd.int/ab[...]
Nature Climate Change by Springer Science Journal and Carbon Brief on Telegram by GRT : Pubmedgram , Pubmed on Tg
sity-through-strengthening-the-first-stage-of-the-mitigation-hierarchy.pdf'>mitigation hierarchy” framework can help businesses deliver “lasting outcomes on the ground”. (The framework guides users towards limiting as far as possible the negative impacts on…
s/art10.shtml'>multilateral benefit-sharing mechanisms”, which set out rules for ensuring profits from nature are shared equally, says the SPM.
It says this includes the Cali Fund, a fund that businesses can voluntarily pay into after reaping benefits from genetic resources found in biodiverse countries.
(The fund was agreed in 2024 with expectations that it could generate up to billions of dollars for conservation, but it has so far only attracted $1,000.)
Governments could also promote action by phasing out or reforming subsidies that are harmful for nature, as well as fostering positive incentives, according to the report.
Overall, governments can work with other actors to create an “enabling environment” to “incentivise actions that are beneficial for businesses, biodiversity and society for a just and sustainable future”, says the SPM. It adds:
“Creation of an enabling environment that provides incentives for the conservation and sustainable use of biodiversity and nature’s contributions to people could align what is profitable with what is good for biodiversity and society.
“Creating this enabling environment would result in businesses and financial institutions being positive agents of change in transforming to a just and sustainable economic system, by addressing their impacts on biodiversity loss, climate change and pollution, which are all interconnected.”
<picturehttps://www.carbonbrief.org/wp-content/uploads/2021/09/hero-5-01-2-300x200.png Cropped 28 January 2026: Ocean biodiversity boost; Nature and national security; Mangrove defence
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<picturehttps://www.carbonbrief.org/wp-content/uploads/2026/01/C85YKG-300x200.jpg Adopting low-cost ‘healthy’ diets could cut food emissions by one-third
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<picturehttps://www.carbonbrief.org/wp-content/uploads/2026/01/HMHKM5-300x200.jpg Brazil’s biodiversity pledge: Six key takeaways for nature and climate change
Nature policy
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<picturehttps://www.carbonbrief.org/wp-content/uploads/2021/09/hero-5-01-2-300x200.png Cropped 14 January 2026: Wildfires scorch three continents; EU trade; Food and nature in 2026
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The post IPBES: Four key takeaways on how nature loss threatens the global economy appeared first on Carbon Brief.
Carbon Brief Staff
Source: https://www.carbonbrief.org/?p=61161
Nature Climate on Telegram by @NatureClimateTelegram
A @grttme project - Other backups: @Hallotme
It says this includes the Cali Fund, a fund that businesses can voluntarily pay into after reaping benefits from genetic resources found in biodiverse countries.
(The fund was agreed in 2024 with expectations that it could generate up to billions of dollars for conservation, but it has so far only attracted $1,000.)
Governments could also promote action by phasing out or reforming subsidies that are harmful for nature, as well as fostering positive incentives, according to the report.
Overall, governments can work with other actors to create an “enabling environment” to “incentivise actions that are beneficial for businesses, biodiversity and society for a just and sustainable future”, says the SPM. It adds:
“Creation of an enabling environment that provides incentives for the conservation and sustainable use of biodiversity and nature’s contributions to people could align what is profitable with what is good for biodiversity and society.
“Creating this enabling environment would result in businesses and financial institutions being positive agents of change in transforming to a just and sustainable economic system, by addressing their impacts on biodiversity loss, climate change and pollution, which are all interconnected.”
<picturehttps://www.carbonbrief.org/wp-content/uploads/2021/09/hero-5-01-2-300x200.png Cropped 28 January 2026: Ocean biodiversity boost; Nature and national security; Mangrove defence
Cropped
|
28.01.26
<picturehttps://www.carbonbrief.org/wp-content/uploads/2026/01/C85YKG-300x200.jpg Adopting low-cost ‘healthy’ diets could cut food emissions by one-third
Food and farming
|
21.01.26
<picturehttps://www.carbonbrief.org/wp-content/uploads/2026/01/HMHKM5-300x200.jpg Brazil’s biodiversity pledge: Six key takeaways for nature and climate change
Nature policy
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16.01.26
<picturehttps://www.carbonbrief.org/wp-content/uploads/2021/09/hero-5-01-2-300x200.png Cropped 14 January 2026: Wildfires scorch three continents; EU trade; Food and nature in 2026
Cropped
|
14.01.26
The post IPBES: Four key takeaways on how nature loss threatens the global economy appeared first on Carbon Brief.
Carbon Brief Staff
Source: https://www.carbonbrief.org/?p=61161
Nature Climate on Telegram by @NatureClimateTelegram
A @grttme project - Other backups: @Hallotme