China watch            
    3 Mth total   Change    
    Annualised   Year on  Share Share
    Nov-19 Nov-18 Year Total 12 months ago
Floor space started M m2           59,861    55,601 8%    
             
Electricity TWh             7,005      6,542 7%    
..Thermal TWh             4,977      4,587 9% 71% 70%
..Hydro TWh             1,209      1,258 -4% 17% 19%
..Nuclear TWh                 364          311 17% 5% 5%
..Wind TWh                 338          298 13% 5% 5%
..PV TWh                 116            88 31% 2% 1%
Coal BnT                  3.9           3.7 6%    
* Not seasonally adjusted,             
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 728 679 694 684 -44 78% 2018 286
Hydro TWh 123 129 104 91 -32 13% 2023 922
Nuclear TWh 33 28 23 17 -16 4% 2028 1550
Wind TWh 40 29 24 20 -20 4%
PV TWh 7 0 0 0 -7 1%
Electricity TWh 932 870 856 816 -115
Coal production Bn t 3.7 0.5 0.0 0.0 -3.7
Changes           FY18/F15 -1
Thermal (coal) electricity production     -7% 2% -2% -6%
Hydro     5% -20% -12% -26%
Nuclear     -15% -19% -25% -48%
Wind     -27% -16% -19% -51%
PV       #DIV/0! ######  
Electricity     -7% -2% -5% -12%
Coal production     -86% -100% ###### -100%