Saturday, September 19, 2026

India's power-sector emissions flat

 



From Carbon Brief


A surge in clean energy has kept carbon dioxide (CO2) emissions in check across India’s power sector, with no growth from the first half of 2024 to the same period in 2026.

This is the first time in more than 50 years that there has been no growth in India’s coal power over a two-year period, even as electricity demand grew overall.

At the same time, both oil and gas consumption have fallen across the nation for two years in a row, helping alleviate the shock of the Hormuz crisis.

Nevertheless, the new six-monthly analysis for Carbon Brief shows that India’s [total] emissions grew by 3.7% year-on-year in the first half of 2026, due to increases from steel, cement and other sectors.

Other key findings for the first half of 2026 include:

  • India’s power-sector emissions flatlined at 2024 levels, after a 2.2% decline in the first half of 2025 and a 2.3% rise in the same period this year.
  • Clean energy met all of the 7% rise in India’s electricity demand over the two years, adding 63 terawatt hours (TWh), equivalent to the total demand of Switzerland.
  • India has added 77 gigawatts (GW) of solar in this two-year period, helping meet 60% of the rise in electricity demand overall.
  • While fossil-fuel generation stagnated, generators added 8.5GW of new coal capacity, leading to fewer running hours and increased costs to electricity consumers.
  • CO2 emissions from oil and gas fell by 7% year-on-year, extending a reduction that began in 2025, despite higher demand for road transport fuels.
  • Steel and cement emissions grew by 8% year-on-year, reaching a 23% share of India’s total CO2 in the first half of 2026.

If the pace of India’s clean-energy expansion is to continue, it will need to upgrade its electricity grid, rapidly build out energy storage and boost the flexibility of coal power.

While clean-energy expansion is covering most or all of India’s power-demand growth, the fossil-fuel industry continues to pursue major capital investments.

This includes large amounts of new coal-power capacity, ambitious plans for the conversion of coal-to-chemicals and efforts to boost domestic coking coal production for the steel sector.

While CO2 output from the power sector is flat, with oil and gas in decline, India’s emissions still went up due to the contribution from industry.

India lags behind its competitors – including most large emerging economies – when it comes to electrifying its industrial sector.

Faster progress would enable clean electricity to substitute for fossil fuels in industry, as well as for power, offering the potential for India to cut its emissions overall.


[Read more here


 As you can see from the top chart, India's power-sector emissions have risen steadily for over 50 years, as you would expect from a rapidly growing economy.  The last time India's emissions from the power sector fell was during Covid.  This time, they've fallen at a time when India's economic growth rate has been high.   A peak in these emissions makes a peak in India's total emissions much easier to achieve.

It is striking that the two of the high growth middle-income developing economies, India and China, are on the brink of peak emissions.  Both countries have much lower per capita emissions than the US, with China emitting 9.9 tonnes per person per year, and India just 2.9, compared with the US's 17.5 and Germany's 7.8.  But they are the most populous countries on Earth, and what they do to cut emissions really matters.  So this is good news.

Friday, September 18, 2026

Global fossil fuel emissions to fall in 2026

 From Carbon Brief


Global fossil-fuel emissions are set to fall by around 0.5% in 2026 amid the fallout from the Hormuz crisis, according to Carbon Brief analysis.

The US-Iran war has severely disrupted trade through the strait of Hormuz, causing a spike in oil and gas prices that continues to ripple around the global economy.

Each month of disruption – and each new flashpoint, such as in Yemen – is increasing the incentive to switch to alternatives.

Those alternatives include coal, with the latest forecasts pointing to a 1.2% rise in coal demand this year – apparently supporting media claims of a “return to coal” in the wake of the crisis.

Yet Carbon Brief’s analysis shows the rise in emissions associated with this increased coal use, much of which is unrelated to Hormuz, is set to be more than offset by declines for oil and gas.

The estimated overall impact on carbon dioxide (CO2) emissions from fossil fuels in 2026 is shown in the figure below and amounts to a reduction of around 0.5% from 2025 levels.



(Fossil fuels account for two-thirds of global greenhouse gas emissions.)

The emissions estimates for each fossil fuel are based on the latest forecasts from the International Energy Agency (IEA) for coal, oil and gas, in light of the ongoing global energy crisis.

For example, the agency initially estimated that global coal demand would decline this year. In its 2025 coal report, published in mid-December, it said that declining coal demand in China would outweigh the impact of pro-coal policies under US president Donald Trump.

In contrast, the latest update, published in September 2026, said that global coal demand would rise by 1.2% in 2026, instead of the small decline that had been expected.

The report highlighted the boost to coal demand from higher gas prices in the wake of Hormuz. However, there are limits to this, because few countries can switch from gas to coal at large scale.

The IEA’s latest report also noted the role of a strong El Niño, which is pushing up the need for cooling and depressing hydropower output in key markets. Other short-term factors are also affecting coal demand this year, including a rising amount of “wasted” wind and solar in China.

For gas, the IEA did not initially update its previous forecast that global gas demand would rise by 2.0% in 2026, which had been published in January of this year.

Its most recent forecast – published in July – already pointed to a 0.6% drop in demand in 2026. Since then, pressure on gas demand from high prices has only grown stronger.

For oil, there has been an even more dramatic shift in forecasts since the start of the year.

In its January 2026 oil market report, the IEA forecast a rise in demand in 2026 of 930,000 barrels per day (bpd). As shown in the figure below, this has been steadily revised downwards over the course of the year, as the Hormuz crisis was first ignited – and then extended.

By September, the IEA was forecasting a 2,500,000bpd drop in oil demand in 2026, equivalent to a reduction of 2.4% from 2025 levels.

(A 15 September research note from Morgan Stanley, not available online, found a “consensus” forecast of a 2,415,000bpd drop in demand in 2026.)


 

While there are many short-term factors at play in the shifting forecasts for 2026, it is clear that the latest energy crisis will also affect fossil-fuel demand in the next year and beyond.

For example, whereas the IEA initially forecast that oil demand would rebound in 2027 to well above 2025 levels, it is now expecting use of the fuel to be effectively flat for two years.

This puts a question mark over its previous expectation – published in October last year – that global oil demand would not peak until as late as 2030.

“For every month the conflict lasts, the probability of permanent [oil] demand destruction increases,” wrote Sverre Alvik, vice president at consultancy DNV in a late August analysis.

As fuel prices have surged, electric vehicles (EVs) have captured record shares of major car markets, from Australia and China through to Europe, Indonesia and Thailand.

In July, EV sales nearly doubled year-on-year in “new markets”, noted Alvik, pointing to countries outside China, Europe and North America.

The IEA says the 2027 outlooks for coal and gas are interdependent, with coal demand potentially increasing again if gas prices remain elevated – or dropping back if gas prices ease.

At the same time, governments in countries that had planned to rely on imports of liquefied natural gas (LNG) have been signalling shifts towards favouring domestic clean energy instead – or continuing to use coal for longer.

The current crisis, therefore, has the potential to not only lower fossil-fuel use and emissions in the short term, but also on a more lasting basis.

[Read more from Carbon Brief here]

 

Am I being too optimistic by believing that emissions have peaked?  China's emissions have flattened, and if they sort out their curtailment problem ("wasted" wind and solar) then their emissions will start falling.  The Iran war has created a massive incentive for individuals, companies and governments to switch to renewables.  The US has shown that it is unable to maintain open seas for oil transportation, which means that this disruption is likely to continue, even if there are temporary fluctuations in oil and gas prices, as rumours of peace talk rise and vanish.  At the same time, battery, solar and EV costs will continue to fall, increasing their appeal.  You have to buy oil every day, but cars last 15 years, batteries now last 20+, and solar panels 30+.  A once-off cost gives you free travel and electricity for decades. And, outside the US and China, EVs now have the same "sticker price" as petrol/diesel cars.

The switch will continue even after the Trump administration is history.

Tuesday, September 15, 2026

Stunning BYD EV price cut

BYD ATTO 1


 From The Driven

BYD has cut the price of its cheapest electric car to just $19,990 driveaway [US$14,190, but the Australian price includes a 10% GST (sales tax), taking the price down to an effective US$12,775], pushing the cost of a new EV in Australia below the $20,000 mark for the first time.

The special offer applies to the entry-level BYD Atto 1 Essential and is available nationwide, according to BYD Australia.

The Atto 1 was already comfortably Australia’s cheapest new electric car, launching at $23,990 before on-road costs late last year. The new offer cuts $4,000 from that headline price while also including on-road costs.

It puts the compact electric hatchback into a price bracket occupied by some of Australia’s cheapest new petrol cars, and represents another significant step down in the cost of entry to a new battery-electric vehicle.

Electric cars have already taken a huge chunk out of the Australian car market this year, posting a record 24.9 per cent share in August, and outselling petrol cars, and diesel, for the first time.

The Atto 1 Essential uses a 30 kWh BYD Blade Battery and offers up to 220 km of WLTP range. Its front-mounted electric motor produces 65 kW and the car can accelerate from 0-100 km/h in 11.1 seconds.

It also comes standard with 11 kW AC charging and DC fast charging at up to 65 kW, along with a 10.1-inch infotainment screen, wireless Apple CarPlay and Android Auto, vehicle-to-load (V2L) capability and six airbags.

BYD Australia chief operating officer Stephen Collins said the price cut was aimed at making electric vehicles accessible to more Australian households as cost-of-living pressures continue.

“At a time when Australian families are carefully considering every household expense, we’re committed to making vehicle ownership more attainable,” Collins said.

“The BYD ATTO 1 at $19,990 driveaway demonstrates our commitment to delivering outstanding value without compromising on technology, safety or quality.”

The deal further intensifies competition at the affordable end of Australia’s rapidly expanding EV market. When the Atto 1 arrived, its $23,990 starting price opened a sizeable gap to other new EVs and made it cheaper than many popular entry-level petrol cars.

Competition has since increased, including the arrival of the Geely EX2, which starts from $26,490 before on-road costs and offers 252 km of WLTP range in entry-level Complete form.

The Atto 1 is also offered in a more powerful Premium variant, which uses a larger 43 kWh battery for up to 310 km of WLTP range and a 115 kW motor.

BYD has been rapidly expanding both its model range and physical presence in Australia. The company says it has introduced eight new models or major variants since October last year, with that number expected to reach 10 by this October.

Upcoming additions include a plug-in hybrid version of the Atto 2 small SUV and the M9, BYD’s first premium people mover for the Australian market.

BYD says it has also been opening an average of one new sales and service centre a week over the past 12 months, and expects to have more than 150 dealerships across Australia by the end of 2026.

BYD has not indicated in its announcement how long the $19,990 driveaway Atto 1 Essential offer will remain available.


This is extraordinary.  To date, the cheapest new car in Australia has been the petrol-driven MG MG3, at $19,990.  And that isn't the drive-away price — you still have to add $1000 to $2000 to that.   The electricity to fill the battery would cost you $9 (30 cents/kWh) on a typical daytime home charge rate, or, at midday, thanks to a new government program, or if you have solar panels, it would be free.  Fast chargers typically cost 65 cents/kWh, so to recharge from empty to full using a fast charger, would cost you $19.50.  However, most people charge at home, and many use off-peak charging at 20 cents/kWh, if they're not using their own solar panels or the low or zero rate over midday.

The equivalent range in the MG3 would cost roughly $30 of petrol. (That is with current prices; without the Iran war it would be cheaper.)

Problem:  the range is short.  If you wanted to drive from, say, Melbourne to Sydney, you would have to stop 3 times to recharge.  With the petrol MG, you might not have to refuel at all, since the MG3's range is 750 km.  In practice, though, one only makes long journeys occasionally.  The average daily commute is 16 km, and 73% commute 20 km or less.  

To sum up: you can now buy an EV which is cheaper up front than the cheapest equivalent petrol car, and will cost you much less to run.  

Outside the US and Europe, Chinese-made EVs are going to grab market share from ICEVs, not because people care about climate change, or because of pollution, but because EVs are cheaper.  And the switch to EVs, here in Australia, and globally, has accelerated because of Trump's Iran war.  What a glorious irony.


Monday, September 14, 2026

The Earth is heating up faster

 From the BBC



The fossil fuels that we've been burning for more than a century produce two very different kinds of pollution. As is well known, carbon dioxide warms the Earth. But less well-known is sulphur pollution, which forms vast numbers of tiny particles in the air and reflects sunlight back into space, partly counteracting the warming effect of carbon.

Thanks to clean-air policies around the world - like the US's Acid Rain Program in the early 1990s, that reduced gas pollution from power plants - sulphur emissions are falling sharply while carbon dioxide emissions remain near record highs. 

Scientists increasingly believe the loss of that cooling effect is slightly  [more than slightly — increasing it by 50%!speeding up global warming. 

The past three years were the three warmest ever recorded, and the Met Office says 2027 is "very likely" to replace 2024 as the warmest year on record.

Is it possible that our planet is actually more sensitive to greenhouse gases than we imagined?

And if so, might the climate be changing more rapidly than we feared? 

Global temperatures jump around naturally from year to year. El Niño, for example, a natural warming of the Pacific Ocean, can temporarily push them higher. So a run of record hot years does not necessarily mean the underlying rate of global warming has increased.

Reto Knutti and his team at ETH Zurich have tried to strip out the effects of El Niño and other natural fluctuations to reveal the underlying trend. 

"It's pretty clear that the rate of warming has accelerated," says Knutti, a professor of climate physics at the Swiss university and a former co-ordinating lead author for the IPCC - the UN-backed body that produces the world's most authoritative assessments of climate science. 

A separate study published this year reached a similar conclusion after accounting for several major natural influences. 

And it seems aerosols are playing a role. 

Burning coal and oil releases sulphur dioxide, which forms tiny particles known as sulphate aerosols. These particles are bright and reflect some sunlight before it can reach and warm the planet's surface.

Pollution from ships can create bright trails through clouds, visible from space
Source:NASA


You've probably heard the greenhouse analogy used to explain global warming. Gases like carbon dioxide make it harder for heat to escape from the Earth, rather like the glass windows of a greenhouse.


Well, sulphur pollution acts a bit like dust on the greenhouse windows. The more dust that gathers on those windows, the less sunlight gets inside, and the slower the greenhouse heats up in the first place.


Dr Øivind Hodnebrog, a principal researcher at Cicero, the Norwegian climate research institute, has studied how falling aerosol pollution affects the climate. "Sulphate aerosols, they are really small particles, but they are bright particles," he says.


As well as reflecting sunlight, aerosols also cool the planet by changing the formation of clouds. Aerosols act like tiny seeds around which water vapour can condense, making some clouds brighter or longer-lived. Pollution from ships can even create bright trails through marine clouds visible from space. So more aerosols mean brighter clouds and more reflection, and so less warming.

But sulphur pollution also damages human health (it can get into our lungs and make it harder to breathe), and causes acid rain, which can destroy forests and kill fish - and so countries have spent decades cutting it. Emissions have fallen sharply in Europe, North America and China, while new rules have also reduced sulphur pollution from shipping.

In our greenhouse analogy, it's as if we've wiped some of the dust away from the windows of the greenhouse, allowing in more sunlight.


And while carbon dioxide remains in the climate system for centuries, sulphate aerosols survive in the atmosphere for just days or weeks. So when sulphur emissions fall, their cooling effect disappears almost immediately.


The effect is strongest where sulphur pollution has fallen fastest. One study estimates it has added around half a degree to summer warming in western-central Europe since 1980.


Prof Piers Forster, a climate scientist at the University of Leeds and another senior author of the IPCC's most recent assessment, estimates that declining aerosol pollution may now be adding around 0.05C to 0.1C of warming per decade [to the existing 0.2C per decade].


But aerosols can only explain part of the recent acceleration in warming. Greenhouse gases remain much more important.


Forster estimates they are currently adding around 0.2C of warming globally per decade. "It is a very significant contribution," he says of the aerosol effect, "but it is not as important as the greenhouse gas contribution by quite a long way."


"The aerosols have masked some of the greenhouse gas warming from earlier," is how Hodnebrog explains it.

"Masked" - that's an interesting word he uses. What he means is cleaner air is not causing the underlying warming; it is removing some of the cooling that had been holding that warming back.


So if cleaner air is only responsible for part of the recent acceleration in global warming, what else is at work?


To see what else might be going on, scientists zoom out and look at the Earth as a whole: how much energy it absorbs from the Sun, and how much heat it loses back into space. Scientists call the difference Earth's energy imbalance.


Cleaner air is part of that picture. Fewer sulphate particles mean less sunlight is reflected away - in our greenhouse analogy, the windows are cleaner.


For a long time, the Earth has been absorbing more energy than it loses. That surplus is what warms the planet. And Knutti says that imbalance has roughly tripled over the past two decades - although the precise increase depends on which years are compared.


Greenhouse gases principally work by making it harder for heat to escape out into space. That's what we're all familiar with. But when you look at Earth's energy imbalance, you find that there's also more sunlight getting in (and therefore more heat that can be absorbed).

So what else might be letting more sunlight in?


Much of that change appears to involve something we have already encountered in this story: clouds. We saw how sulphur pollution can make some clouds brighter and longer-lived, reflecting more sunlight away. But global warming itself can also change clouds. As some parts of the ocean warm, low cloud cover can diminish. That matters because clouds are bright, while the ocean beneath them is dark. Remove some cloud and more sunlight reaches the sea, where much of it is absorbed as heat.


That can create a feedback: warming reduces some cloud cover, which allows more sunlight in, which produces still more warming.


And the oceans are certainly heating up. The World Meteorological Organization says the oceans have warmed more than twice as fast over the past two decades than they did between 1960 and 2005.


Dr Paulo Ceppi, a climate physicist at Imperial College London, says his research suggests this feedback loop between climate change and clouds is more important than sulphur pollution in explaining the recent decline in low clouds.

But there's still lots of uncertainty. Scientists say the impacts of cleaner air, natural variations and the effects of warming itself are all tangled together. And, when I asked Knutti how much of the cloud change came from each, his answer was simple: "We don't know."


And this is where the story takes an even more worrying turn.


That uncertainty matters because clouds are one of the hardest things to represent in the computer simulations scientists use to project future warming. Some models show more warming than others for the same amount of greenhouse gas emissions.


Scientists call this variability "climate sensitivity": how much the climate responds to gases like carbon dioxide.


And the recent observations give Knutti and his colleagues a new way to test those models. They found that models which best predicted the recent warming, as well as the rise in the Earth's energy imbalance, are also the ones with a more sensitive climate.


In other words, the models that predict more warming are looking like the most accurate.  His team's analysis suggests that the same emissions could produce about 25% more warming than we previously thought.

And a study published in the journal Science last year points in a similar direction. Models which projected relatively little warming struggled most to reproduce the observed rise in Earth's energy imbalance.


Under policies governments currently have in place, the world is estimated to be heading for around 2.8C of warming by the end of the century. Forster says that if this new evidence proves correct, the same broad emissions path could instead produce warming closer to 3.5C. 

It sounds serious - but there are important reasons for caution. [For climate scientists, yes.  For governments and the general population, no.  Because prudence suggests we assume the worst.  If that is wrong, we've reduced emissions faster than we were going to do anyway.  If it's right, we instead face climate and civilisational catastrophe.]  


Warming appears to have accelerated, but Forster says that does not mean it will keep doing so.


He points out that the recent observations that underpin these estimates cover a relatively short period.


"We have to be very cautious of how we go about interpreting observations that last for one or two decades," he says.


The satellite record is short, natural variations are large, and these new studies do not overturn previous estimates.


But still, some scientists are alarmed.

So - is cleaning up the air making global warming worse?


In one narrow sense, yes. Removing sulphate pollution takes away some of the cooling that had been counteracting greenhouse warming. That really has contributed to the recent acceleration. But cleaner air has not caused climate change.


The aerosol story may help explain part of that acceleration. But the wider evidence raises a more worrying possibility: that the climate responds more strongly to greenhouse gases than central estimates have assumed.


If that's correct, the same emissions could produce more warming than we expected. Climate risks increase with every fraction of a degree of warming, with the potential for more severe heatwaves, floods, droughts, and wildfires as temperatures rise.


Some of the science we have explored here is complex and important questions remain unresolved. But on the central point, the science is clear: the more greenhouse gases we emit, the warmer the planet will become.


And, if the climate really is more sensitive than previously thought, cutting emissions quickly becomes even more important.


See also: 

Significant acceleration of global heating since 2015