Discover and read the best of Twitter Threads about #电力交易
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1. A recap on #China electricity shortage, National Development and Reform Commission (#NDRC) that’s at the center of news, and what’s next.
2. Like any sudden shortage, it’s demand, supply, low slack and sudden shock. Due to low price of Coal in 2020 right after Covid, and government's push to reduce overcapacity and carbon emissions, coal inventory was low. China electricity is 70%+ coal power. 
3. This September 3rd Moody’s report on coal sector was a 2 weeks early to be noticed. They mention 10 largest producers – all SOEs – accounted for nearly 53% of China's coal production in 2020, while three regions represented 70% of total production
moodys.com/research/Moody…
moodys.com/research/Moody…
