China's electricity generation capacity hits 4.04 billion kilowatts by end-June, topping the world
China added substantial electricity generation capacity, expanding available power supply.
Source →The trace
How it reaches your house.
Starting from State Grid Corporation of China (SGCC), we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Residential Electricity →Stands to benefitElectricity Generation
China's installed generation capacity rose to 4.04 billion kW, so the electricity-generation step is directly expanded.
97% confidenceResidential Electricity →Stands to benefitStep-Up Transmission (High Voltage)
Added substation capacity and transmission lines directly expand the high-voltage step-up transmission stage.
92% confidenceResidential Electricity →Stands to benefitLarge Power Transformers (LPTs) & Generator Step-Up Units
The cited grid buildout added substantial substation capacity, which directly raises demand for generator step-up units and large power transformers.
89% confidenceHop 2
Electricity (electrolytic refining) →supply upChina’s added generation capacity directly raises domestic electricity availability, and China is the largest supply-share node on this edge at 57%.
89% confidenceElectricity (electrolytic refining) →supply upState Grid Corporation of China (SGCC)
The extra Chinese power capacity should increase electricity available through SGCC’s network, and this edge carries a large 45% market share with low substitutability.
82% confidenceLarge Power Transformers (LPTs) & Generator Step-Up Units →Stands to benefitHop 3
China →Stands to benefitWith substantially all third-party suppliers and manufacturers in China, e.l.f. Beauty should benefit from easier power access and less production disruption there.
94% confidenceChina →supply upChina supplies 98% of gallium, so added electricity capacity there should materially ease production/refining constraints and lift supply.
93% confidenceChina →supply upChina supplies 95% of terbium metal, so more power in China should improve availability of this heavily China-concentrated input.
Hop 4
Terbium (Tb) Metal →Stands to benefitChina is the source of 95% of this terbium supply in the graph, so higher Chinese power availability should strongly benefit domestic terbium production.
90% confidenceTerbium (Tb) Metal →supply upMore Chinese electricity capacity should lift terbium output, easing a critical 0.85-dependent input to rare earth magnets.
86% confidenceTerbium (Tb) Metal →Stands to benefitChina Southern Rare Earth Group
China Southern Rare Earth Group has the largest listed exposure/share (60%) to terbium supply, so higher output is a meaningful benefit.
Where it lands
What you buy, and what you own.
Goods you buy
Rare earth magnets · Semiconductors and chips
Companies you may own
State Grid Corporation of China (SGCC)267260.KSENR.DEHitachi Energy Ltd. (formerly ABB Power Grids)500093.BOETNSPX Transformer SolutionsSouthwire CompanyPRY.MIELFHBBMTDROSTPCARChina Southern Rare Earth GroupChina Minmetals Rare Earth Co.Shenghe Resources Holding Co., Ltd.TGT
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