China watch            
    3 Mth total   Change    
    Annualised   Year on  Share Share
    May-19 May-18 Year Total 12 months ago
Floor space started M m2             2,671      2,448 9%    
             
Electricity TWh             6,745      6,441 5%    
..Thermal TWh             4,707      4,658 1% 70% 72%
..Hydro TWh             1,196      1,076 11% 18% 17%
..Nuclear TWh                 332          275 21% 5% 4%
..Wind TWh                 384          322 19% 6% 5%
..PV TWh                 126            93 35% 2% 1%
Coal BnT                  3.8           3.6 6%    
* Not seasonally adjusted, that will come with more data            
Source: National Bureau of Statistics China            
China's Electricity growth is fuelled by imported coal              
    2015 2016 2017 2018 2018-2015 World battery production
Thermal (coal) electricity production TWh 4210 4396 4611 4980 769 75% 2018 286
Hydro TWh 996 1052 1082 1103 107 18% 2023 922
Nuclear TWh 171 213 248 294 124 3% 2028 1550
Wind TWh 168 211 270 325 157 3%
PV TWh 0 39 65 89 89 0%
Electricity TWh 5618 5911 6276 6791 1173
Coal production Bn t 3.7 3.4 3.4 3.5 -0.1
Changes           FY18/F15 -1
Thermal (coal) electricity production     4% 5% 8% 18%
Hydro     6% 3% 2% 11%
Nuclear     25% 17% 19% 72%
Wind     26% 28% 21% 94%
PV       65% 38%  
Electricity     5% 6% 8% 21%
Coal production     -9% 2% 3% -4%