China accelerates nuclear expansion and could surpass US capacity in coming years, media says
China's planned nuclear capacity expansion points to new future 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
State Grid Corporation of China (SGCC) →supply upElectricity (electrolytic refining)
China's nuclear buildout points to more future power supply, which should increase availability of SGCC's electricity input on this heavily weighted, hard-to-substitute edge.
59% confidenceConstellation Energy (Everett LNG) →Prices easeLNG peak-shaving and import facilities
China's nuclear expansion should weaken LNG demand and contribute to market oversupply, which would push down the cost of Everett LNG's key input facilities and related LNG services.
57% confidenceHop 2
Electricity (electrolytic refining) →supply upChina accounts for 57% of this input's supply share, so expanded nuclear capacity there should increase the country's available electricity supply.
83% confidenceElectricity (electrolytic refining) →supply upChina's nuclear buildout points to more available electricity, easing this critical input constraint for copper and electrical wiring production.
77% confidenceHop 3
China →supply upWith 98% of supply tied to China, added Chinese power capacity is likely to raise gallium availability from that source.
80% confidenceChina →supply upWith 95% of supply coming from China, more Chinese electricity capacity should ease terbium output constraints and increase supply.
78% confidenceChina →supply upArtificial Plant Plastics (PE/PP/PVC + Wire)
Because 94.8% of supply is sourced from China, a Chinese power buildout should improve availability of this China-heavy input set.
Hop 4
Terbium (Tb) Metal →Stands to benefitChina accounts for 95% of this terbium supply, so a Chinese power buildout should most directly lift output from the dominant source geography.
83% confidenceTerbium (Tb) Metal →supply upTerbium is a critical input to rare earth magnets, so more terbium availability should raise magnet supply.
76% confidenceTerbium (Tb) Metal →Stands to benefitChina Southern Rare Earth Group
With a 60% supply share, this major Chinese supplier should benefit from less electricity scarcity in China and higher terbium output.
Where it lands
What you buy, and what you own.
Goods you buy
Copper and electrical wiring · Rare earth magnets · Home décor · Semiconductors and chips
In the MyPRIA app, this is checked against your own holdings.