Co-founder and lead analyst, Centre for Research on Energy and Clean Air; senior fellow, Asia Society Policy Institute: tracking & accelerating progress from polluting energy to clean air, with research and evidence.
Lauri Myllyvirta
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Cutting global net emissions to zero using existing technical and policy solutions will cost at most a few percent of GDP, with many solutions economically beneficial.
Halving global emissions by limiting GDP growth costs about half of the global GDP.
Not a tough choice.
Global CO2 emissions largely plateaued since 2013 thanks to clean energy growth - "next time someone shows you a graph of CO2 concentrations arguing that nothing is changing, show them how much worse it'd have been had we really done nothing to change our emissions trajectory."
The coal "jump" that wasn't.
Complete data for May:
-total global coal imports +0.3% yoy
-thermal coal imports -7%!
March-May:
-total coal imports -2%
-thermal coal imports -6%
Met coal imports rose 7% in March-May, but that was just a partial reversal of an 8% drop in 2025.
Besides the fact that the changes in met coal volumes were just seasonal fluctuation, I can't think of any way in which the closure of the Hormuz would drive up met coal demand.
China's EV charging volumes were up a whopping 69% in April, showing a significant acceleration even from the pre-crisis growth trend and showing how a shift to EVs is mitigating the oil crunch. Urban rail and taxi ridership increased 6% and 7%.
