China watch            
    3 Mth total   Change    
    Annualised   Year on  Share Share
    Aug-19 Aug-18 Year Total 12 months ago
Floor space started M m2           65,549    61,103 7%    
             
Electricity TWh             7,636      7,342 4%    
..Thermal TWh             5,337      5,231 2% 70% 71%
..Hydro TWh             1,522      1,451 5% 20% 20%
..Nuclear TWh                 368          308 20% 5% 4%
..Wind TWh                 280          260 8% 4% 4%
..PV TWh                 128            92 38% 2% 1%
Coal BnT                  3.9           3.5 11%    
* 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 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%