🌍🏭Britain can point to one of the most dramatic transformations in modern energy history: coal has disappeared from its electricity system.

That sounds like an extraordinary Net Zero victory. And on the surface, it is. 🎉🌱

But there’s an awkward question lurking behind the celebration:

Did we eliminate the carbon — or did we eliminate some of the industries producing it here?

Because Britain doesn’t exist inside a climate-controlled glass box.

We still buy steel. We still buy cars. We still buy electronics, machinery, chemicals, clothes, batteries, building materials and countless other manufactured products.

The difference is that an increasing amount of that manufacturing happens somewhere else.

And somewhere else has a chimney too. 🏭💨

🔥 Britain Closed the Coal Plants. China Didn’t Get the Memo

In 2025, Britain generated zero electricity from coal.

Meanwhile, global coal consumption remained around 166 exajoules, with China alone accounting for more than half.

So Britain can remove coal from its electricity statistics, but that doesn’t mean coal disappears from the products arriving at British ports. 🚢📦

At the same time, British industrial energy consumption has fallen to historic lows, industrial electricity demand has retreated towards levels last seen decades ago, and a substantial share of the emissions associated with British consumption now occurs overseas.

Which produces one enormous elephant wearing a Net Zero badge:

Have we genuinely decarbonised Britain — or have we partly deindustrialised Britain and exported some of the emissions along with the factories and jobs? 🐘🌱

There is an important distinction here.

Territorial emissions measure what gets emitted inside Britain.

Consumption emissions attempt to account for the carbon embodied in the things Britain actually consumes, including imports.

Those are not the same thing.

Move a factory from Britain to another country and Britain’s territorial emissions can fall.

But if British consumers continue buying the factory’s products, the atmosphere doesn’t particularly care which country’s spreadsheet contains the CO₂. 🌍📊

And neither should we ignore the economic consequences.

Manufacturing isn’t simply smoke coming from a chimney. It means skilled employment, supply chains, engineering knowledge, investment, tax revenues and strategic capability.

Once those industries disappear, rebuilding them isn’t as simple as flicking a switch.

⚠️ Challenges: Net Zero Doesn’t Mean Your Competitors Are Going Net Zero

Here’s the uncomfortable reality.

Just because Britain decides to go Net Zero does not mean Britain’s industrial competitors will follow at the same speed, using the same rules or accepting the same costs.

If British manufacturers face expensive energy and stringent carbon requirements while overseas competitors manufacture using cheaper energy — including coal — we need to examine what happens next.

Do global emissions actually fall?

Or does production migrate?

Do we reduce carbon — or relocate it?

And if Britain becomes increasingly dependent upon overseas manufacturing, what happens when international supply chains break, energy prices explode or geopolitical relationships deteriorate?

That’s the debate The Great Energy Displacement is going to investigate. 🔍⚡🏭

Part One asks the question politicians rarely seem enthusiastic about answering:

👉 Has Britain created a genuinely low-carbon economy — or a low-carbon territory increasingly dependent upon high-carbon manufacturing elsewhere?

👇 Tell us what you think in the blog comments. Challenge the numbers, challenge the argument, and share this with somebody who thinks Net Zero begins and ends at Britain’s coastline. 💬🔥

The best comments and counterarguments will be included in the magazine. 🎯📝

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Ian McEwan

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