China’s greenhouse gas emissions show something important. The rolling 12-mointh totals for March 2024 were higher than for any subsequent month. By October 2025 emissions had fallen 1.2%. According Carbon Brief, 11/11/2025, to this is due to a combination of factors:
·
Reduction of oil use in the transport sector due
to the increase in electric vehicles. Emissions fell 5% in one year.
·
Installation of lots more wind and solar
capacity 240 gigawatts (GW) of solar and 61GW of wind in the
first nine months of 2025 alone.
·
Big increases in the generation of electricity
from wind and solar kept total power sector emissions flat despite an increase
in electricity demand. Here, at least, decoupling is real.
·
Offsetting this, emissions from the production of
plastics and chemicals rose.
It’s too soon to say that China’s emissions
peaked in March 2024. The drop from then to November 2025 was small beer by
China’s standards. The economy might do something unexpected or a change in, say,
regulation of the power sector might reverse recent gains.
But it is a big deal that we must consider whether
the emissions of the world’s fastest growing economy has passed peak emissions.
What’s clear is that the accelerating growth in
renewable generation and electric traction on the roads will outrun demand growth
soon, even if not this year. Four conclusions:
·
Growth
in China’s green sectors, and thus in global numbers, will continue to accelerate.
·
Decoupling
of emissions from the economy is real, at least in China.
·
By
modelling success, reducing prices and aggressive selling China will drive the
green transition in many other countries.
·
This
will advance China’s claim to be a more useful and consistent trade partner and
technology supplier than the USA. Trump’s erratic and absurd behaviour
contributes strongly to this as well.