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China’s Q3 emissions post biggest drop since pandemic as Hormuz crisis curbs fossil fuel use

By Thomson Reuters Nov 5, 2026 | 10:33 PM

By Colleen Howe

BEIJING, Nov 6 (Reuters) – China’s carbon dioxide emissions from energy and industry fell 3.1% year-on-year in the third quarter of 2026, the biggest ​quarterly drop since the pandemic, as the world’s ‌biggest emitter used less fossil fuel, according to an analysis on Friday by the Helsinki-based Centre for Research on Energy and Clean Air (CREA).

• China cut its oil use by 4% during the quarter ‌as ​the crisis in the Strait of ⁠Hormuz curbed energy shipments, ⁠said the CREA analysis, which was carried out for UK-based Carbon Brief. The analysis included emissions from fossil fuels and the cement industry

• Transport oil use declined ​even more sharply during the quarter, dropping by 9% year-on-year, the analysis found, as people relied more on ⁠electric cars and taxis to get ⁠around.

• Coal use fell by 3.3% as ​wind and solar wastage improved, and power demand fell due ​to mild weather

• “The sharp decline in China’s CO2 emissions ‌extends a ‘flat or falling’ trend that began in March 2024 and has now lasted more than two years,” the report said, referring to the rolling 12-month total of ⁠China’s emissions, which is used to smooth out seasonal factors

• Growth in the coal-to-chemicals sector also slowed as higher coal prices ⁠led to a ‌drop in demand for coal-chemicals products, following ⁠a boom earlier in the year, when ​low ‌coal prices helped Chinese companies outcompete rivals ​using petroleum-based ⁠feedstocks

• China’s emissions have now fallen by 0.5% in the first three quarters of the year, the analysis found, indicating the trend of falling fossil fuel use and emissions could hold for the full year

(Reporting by Colleen Howe; Editing ​by Kate Mayberry)