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RT Jesse Peltan: China Electricity Use (YoY): manufacturing +6.4% high-tech manufacturing +10.6% datacenters +46% EV charging +55%
RT Jesse Peltan
China Electricity Use (YoY):
manufacturing +6.4%
high-tech manufacturing +10.6%
datacenters +46%
EV charging +55%
David Fishman: ⚡️China Power Consumption Update Jan-Feb 2026
We're back! Chinese power consumption rose a healthy 6.1% YoY in Jan-Feb 2026, totaling 1656 TWh. China's Jan-Feb data are always condensed into one number to account for the Spring Festival falling in alternating months. 🧵
China Electricity Use (YoY):
manufacturing +6.4%
high-tech manufacturing +10.6%
datacenters +46%
EV charging +55%
David Fishman: ⚡️China Power Consumption Update Jan-Feb 2026
We're back! Chinese power consumption rose a healthy 6.1% YoY in Jan-Feb 2026, totaling 1656 TWh. China's Jan-Feb data are always condensed into one number to account for the Spring Festival falling in alternating months. 🧵