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China April Fossil Fuel Power Up on Lower Wind, Nuclear

BEIJING, May 18 (Reuters) - China's fossil-fuelled power generation rose 3.1% ​year-on-year in April, statistics bureau data showed on Monday, as ‌wind and nuclear output weakened.

  • "The sustained growth in thermal power generation mainly stems from weak wind power output and scheduled maintenance activities for nuclear ​units," said Bing Han, senior principal research analyst for ​China power and renewables at S&P Global Energy.

  • Wind ⁠power generation fell 5% year-on-year in April, while nuclear output ​dropped 8.7%, the data showed.

  • Thermal power generation, which is mostly ​from coal with a small amount from natural gas, rose 3.6% over the first four months as a whole, compared with 2025.

  • For the rest of 2026, ​coal is expected to rise to fill the gap ​left by gas power because of tight LNG supply, Han said.

  • S&P expects ‌coal-fired ⁠power to rise 1.5% and gas power generation to drop 12% in 2026, while thermal generation overall remains flat with the previous year.

  • Overall power generation was 744 billion kWh in April, ​up 2.6% ​compared with the ⁠same period of last year.

  • Over the first four months as a whole, power generation reached ​3.12 trillion kWh, up 3.3% compared with the ​same ⁠period of last year.

  • The National Bureau of Statistics data may underestimate total power generation as it reflects output from industrial enterprises ⁠with ​revenue above 20 million yuan ($2.94 million), ​excluding some small-scale renewables.

  • Hydropower volumes rose 12.2% in April and rose 9.9% over ​the first four months.

Reporting by Colleen Howe; Editing by Harikrishnan Nair

Source: Reuters


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