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China's carbon dioxide emissions are expected to peak between 2027 and 2029, followed by a decline of more than 10% from that peak level by 2035. This trajectory is outlined in an interim report released at the China Council for International Cooperation on Environment and Development (CCICED) 2026 general meeting in Beijing.

The report identifies 2025-35 as a critical window for transitioning from carbon peaking to sustained emissions reductions. It highlights that while China has achieved significant decoupling of economic growth from major pollutant emissions since 2014, a considerable gap remains on the path to achieving carbon neutrality before 2060.

Energy Mix and Emission Intensity Shifts

Data presented in the report indicates a steady shift away from fossil fuels. The share of coal in total energy consumption decreased from 56.8% in 2020 to 53.2% in 2024. Concurrently, the proportion of nonfossil fuels rose from 15.9% to 19.8% over the same period.

Metric 2005/2020 Baseline 2024 Status Change
Carbon emission intensity (vs 2005) Baseline -51% Decreased
Coal share in energy consumption 56.8% (2020) 53.2% Down 3.6 pts
Nonfossil fuel share 15.9% (2020) 19.8% Up 3.9 pts

Ren Yong, leader of the report's core expert group, noted that resource and energy consumption have shown increasingly pronounced relative decoupling from economic growth. The research team estimates that green industries could account for roughly one-fifth of China's economy by 2035.

Infrastructure Challenges and Demand Growth

The report projects that energy demand will increase by more than 30% during the 15th Five-Year Plan period (2026-30), with total electricity consumption potentially exceeding 13 trillion kilowatt-hours. This surge presents significant challenges for grid integration, energy storage expansion, and power system modernization.

Key structural hurdles include:

  • Balancing energy security with emissions reduction in coal-fired power.
  • Addressing technology lock-in in steel and cement industries.
  • High costs associated with hydrogen-based metallurgy and carbon capture, which remain largely at the demonstration stage.
  • Risks related to critical minerals and shifting global supply chains.

What the Numbers Show

A divergence is visible between the rapid adoption of renewable capacity and the persistent reliance on coal. While nonfossil fuel share grew by 3.9 percentage points between 2020 and 2024, coal still constitutes over half of total energy consumption at 53.2%. This suggests that despite building the world's largest renewable energy system, the absolute volume of coal use remains high enough to delay the emission peak until the late 2020s, indicating that infrastructure inertia outweighs recent renewable gains in the short term.

Policy Recommendations and Global Context

The report urges a shift from "light green" to "deep green" development, moving from end-of-pipe treatment to source control. It recommends making green transition a key theme of the 15th Five-Year Plan and strengthening climate adaptation planning to address shortcomings in coastal flood defenses and urban flood control.

Xie Zhenhua, China's former special climate envoy, emphasized the need for multilateralism and practical cooperation, noting that China's green technologies should better serve developing countries. Andre Hoffmann, co-chair of the Board of Trustees of the World Economic Forum, added that innovation must advance alongside cooperation to transform whole systems rather than just deploying individual technologies.

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