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Cop29: US out, China in – the future of climate talks?

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BBC A placard saying "stop climate change" in front of chimneysBBC

The WhatsApp message was from the chief negotiator of probably the most highly effective international locations on the COP local weather gathering. Could I cease by for a chat, he requested.

As his staff hunched over computer systems consuming takeaway pizza, he raged in regards to the obstructionist behaviour of most of the different groups on the convention.

So far, so regular. Others had been saying variations of this all week – that this was the worst COP ever; that negotiating texts, which are supposed to get smaller as deadlines approached, have been actually ballooning; that COP in its present type could be useless within the water…

Looming over all of it was the prospect of US president-elect Donald Trump withdrawing the US from the COP course of when he takes workplace for a second time. He has referred to as local weather motion a “scam” and, at his victory celebration in West Palm Beach earlier this month, vowed to spice up US oil manufacturing past its present report ranges, saying, “We have more liquid gold than any country in the world”.

But there was one constructive: China.

“It’s the only bright spot in all of this is,” the chief negotiator informed me. Not solely was its negotiating type markedly totally different to earlier years, however he additionally noticed that, as he places it, “China could be stepping forward.”

So what wouldn’t it imply for the worldwide effort to deal with local weather change if it does step to the fore, simply because the US steps again?

Negotiating kinds – a change of tack

In the previous, China has performed a twin function in these talks. Sometimes it has aligned with the US and Europe, for instance on formidable targets to spice up renewable energy or on the discount of methane, a potent greenhouse fuel. On different points, in the meantime, it has slowed progress.

One such instance was COP15, which was held in Copenhagen in 2009. There had been excessive hopes that an settlement could be reached to commit international locations to deep cuts in carbon emissions. But the convention practically collapsed when China fought towards US strain to undergo a regime of worldwide monitoring. The remaining non-binding deal was usually thought-about a failure.

This yr was totally different. The chief negotiator I spoke to mentioned that China was being “unusually cooperative” throughout all of the discussions.

Getty Images A solar farm in ChinaGetty Images

In the primary half of 2024, 13 gigawatts (GW) of Chinese manufactured photo voltaic panels have been imported by Pakistan

The most evident signal of this got here initially of the convention, when China made public particulars of its local weather funding.

Traditionally, China has launched minimal details about its local weather insurance policies and plans, so it got here as a shock when this yr, for the primary time, officers mentioned they’ve paid creating international locations greater than $24 billion for local weather motion since 2016.

“That’s serious money, almost nobody else is at that level,” one COP insider informed me.

This acquired the convention buzzing. It is a “notable signal”, says Li Shuo, a director of China Climate Hub, “as it’s the first time that the Chinese government has laid out a clear figure in terms of how much they have been providing.”

Developing nation vs superpower

China is classed as a creating nation within the context of UN local weather talks, regardless of being the world’s second greatest economic system, the results of a peculiarity within the COP guidelines. (This is linked to its financial standing in 1992 when the talks course of started.)

It has lengthy resisted strain from developed international locations to alter its standing, that means it doesn’t should contribute to the pot that wealthy international locations have agreed to pay to poorer ones.

That pot has been one of many focuses within the talks at Baku. It totals $100 billion a yr at the moment, however creating international locations – these with low and center incomes – want at the least a trillion {dollars} a yr to assist them swap to wash vitality and take care of the results of local weather change, in line with the World Economic Forum.

Getty Images A new seaport on the coast of Peru opened by President XiGetty Images

The new $3.5bn (£2.75bn) Chancay port in Peru has been masterminded by China’s state-owned Cosco Shipping

What type that funding takes is one other query, as little knowledge is obtainable. What is understood is that Chinese cash helps to fund tasks like photo voltaic farms and vitality environment friendly lighting in sure creating international locations comparable to Rwanda, the place Chinese manufactured electrical buses have been used within the capital Kigali.

“What’s so interesting is the language the Chinese used,” says Professor Michael Jacobs, an knowledgeable on local weather politics at Sheffield University. “They described it as ‘provided and mobilised’ – that’s the term developed countries use for their payments.”

Language issues at local weather conferences. Negotiators can spend days discussing whether or not one thing “should” or “will” occur. So, the Chinese echoing the language of the wealthy world is important, Prof Jacobs argues.

“They used to calibrate everything against what the US did,” he says. When Trump took workplace in 2016, China stood again from the talks in response. This time is totally different, in line with Prof Jacobs.

“This looks to me like a claim of leadership.”

What’s in it for the East?

“This isn’t [driven by] altruism on China’s part,” Prof Jacobs continues.

According to Li Shuo, the shifting economics of renewables explains why China is more likely to be a much bigger participant.

“The green transformation is very much being led by China – not necessarily the government, but its private sector and companies”. These firms lead the remainder of the world by what Shuo says is a “very significant margin”.

Eight out of each ten photo voltaic panels are made in China, and it controls some two-thirds of wind turbine manufacturing. It is reckoned to supply at the least three-quarters of the world’s lithium batteries and greater than 60% of the worldwide marketplace for electrical autos.

Line chart showing monthly exports of solar panels from China between January 2017 and October 2024, measured in gigawatts. Solar panel exports rose from around 2 gigawatts per month in early 2017 to a peak of more than 23 gigawatts in March 2024. The latest monthly export was 19.43 gigawatts in October 2024.

Earlier this yr, Chinese President Xi Jinping mentioned that photo voltaic panels, EVs and batteries are the “new trio” on the coronary heart of the Chinese economic system.

It is the massive investments China has made in renewable applied sciences and the large economies of scale that it has created which have additionally pushed down renewable prices yr after yr – the problem it faces now’s discovering new markets to promote it into.

The creating world is the place the demand is ready to increase. These international locations will account for two-thirds of the renewable market inside 10 years, in line with a latest report by a bunch of economists tasked by the UN with calculating the prices of the vitality transition.

Pakistan imported 13 gigawatts (GW) of photo voltaic panels within the first six months of this yr alone, in line with analysis by Bloomberg NEF. To put that in context, the UK has 17GW of put in photo voltaic.

Getty Images Billboards for the Belt and Road project in front of cranesGetty Images

China’s “Belt and Road Initiative” goals to develop new commerce routes and dovetails with the nation exporting clear tech to rising economies

Shipping clear tech to rising economies dovetails with one other of China’s insurance policies: its “Belt and Road Initiative,” an effort to develop new commerce routes, together with roads, railways, ports and airports, to attach with the remainder of the world.

China has spent greater than a trillion {dollars} on the challenge, in line with the World Economic Forum. Last week, President Xi opened a brand new port on the coast of Peru.

Which begins to clarify why, as Prof Jacobs sees it, whereas the US could withdraw, China seems prefer it could be stepping up. “It now sees its best interest as encouraging other countries to also cut their emissions by using Chinese technologies and equipment.”

A tectonic shift in local weather talks

If China does take a extra central function, it might mark a tectonic shift within the COP course of. Historically, Western international locations – notably the US and EU – have offered the momentum, cheered on by smaller climate-vulnerable nations. The distinction in the way in which the talks play out will probably be marked.

Jonathan Pershing, program director of atmosphere on the William and Flora Hewlett Foundation, has been to each COP and understands higher than most the behind-the-scenes bartering, bullying and brinkmanship that makes or breaks offers at summits. He says that China received’t lead from the entrance, just like the US and Europe.

“They’re more cautious players than that. It may be that they’re leading with Chinese characteristics, which is what they might say themselves.”

(This echoes how Deng Xiaoping, president within the early Eighties, described his financial reforms, which catapulted the nation’s financial progress into double figures: “socialism with Chinese characteristics”.)

Pershing means that China is probably going to assist drive the COP course of ahead by discreetly intervening to unblock disputes. Most of this effort will happen behind closed doorways, he believes, however is more likely to embody urging creating and developed international locations to extend their ambition – and the circulate of money.

However China is probably not totally useful on among the challenges that sluggish the method, comparable to situations when international locations use COP as a stage to champion their very own pursuits.

One of the most important blockers in Baku was mentioned to be Saudi Arabia, which heads up a bunch of fossil gas producing international locations that wish to sluggish the transition to renewables. As an enormous client of fossil fuels, China has usually thrown its weight behind them prior to now, comparable to by resisting the UK’s effort to get settlement to section out coal at COP26 in Glasgow.

Ultimately, although, there’s trigger for hope, in line with some well-placed observers. Camilla Born, who has been a part of the UK’s negotiating staff and helped run COP26 in Glasgow, believes that the long run talks will probably be decided by the brand new economics of vitality, not the politics of conferences.

“This isn’t just about an idea of how to deal with climate change anymore,” she argues. “This is about investments, about money – it’s people’s jobs, it’s new technologies. The conversations are different.”

It is, in spite of everything, the most important revolution in vitality because the begin of the commercial revolution. And no matter which superpower takes the lead, or if the US is out of the sport for 4 years, it’s unlikely that anybody will wish to miss out on such an enormous market.

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