China watch            
    3 Mth total   Change    
    Annualised   Year on  Share Share
    Dec-19 Dec-18 Year Total 12 months ago
Floor space started M m2   61,447   56,760 8%    
             
Electricity TWh      7,259      6,829 6%    
..Thermal TWh      5,350      4,982 7% 74% 73%
..Hydro TWh      1,032      1,087 -5% 14% 16%
..Nuclear TWh         374         335 12% 5% 5%
..Wind TWh         392         340 15% 5% 5%
..PV TWh         106            85 25% 1% 1%
Coal BnT          4.0          3.8 5%    
* Not seasonally adjusted,             
Source: National Bureau of Statistics China            
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China's Electricity growth is fuelled by imported coal                
    2015 2016 2017 2018 2019 2019-2015 2019 Share World battery production
Thermal (coal) electricity production TWh 4210 4396 4611 4980 5165 955 72% 2018 286
Hydro TWh 996 1052 1082 1103 1153 157 16% 2023 922
Nuclear TWh 171 213 248 294 348 178 5% 2028 1550
Wind TWh 168 211 270 325 358 190 5%
PV TWh 0 39 65 89 117 117 2%
Electricity TWh 5618 5911 6276 6791 7142 1524  
Coal production Mn t 3563 3364 3445 3546 3746 183  
Changes             FY19/F15 -1
Thermal (coal) electricity production     4% 5% 8% 4% 23%
Hydro     6% 3% 2% 5% 16%
Nuclear     25% 17% 19% 18% 104%
Wind     26% 28% 21% 10% 113%
PV       65% 38% 31%  
Electricity     5% 6% 8% 5% 27%
Coal production     -6% 2% 3% 6%  
China's Electricity                
    2015 2016 2017 2018 2019 2019-2015 2019 Share
Thermal (coal) electricity production TWh 4210 4396 4611 4980 5165 955 72%
Hydro TWh 996 1052 1082 1103 1153 157 16%
Nuclear TWh 171 213 248 294 348 178 5%
Wind TWh 168 211 270 325 358 190 5%
PV TWh 0 39 65 89 117 117 2%
Electricity TWh 5618 5911 6276 6791 7142 1524  
Coal production Bn t 3563 3364 3445 3546 3746 183  
Changes             FY19/F15 -1  
Thermal (coal) electricity production     4% 5% 8% 4% 23%  
Hydro     6% 3% 2% 5% 16%  
Nuclear     25% 17% 19% 18% 104%  
Wind     26% 28% 21% 10% 113%  
PV       65% 38% 31%    
Electricity     5% 6% 8% 5% 27%  
Coal production     -6% 2% 3% 6%