Coal crisis: power plants facing supply constraints as coal supply worsens

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.

1. First impact

   Residential Electricity →Shortage risk

   Electricity Generation

   Critically low coal stocks at power plants, combined with weaker hydro and solar output, directly constrain the generation stage that supplies residential electricity.

   87% confidence

   Vattenfall AB →Shortage risk

   Industrial electricity (high-voltage)

   Weak hydro/solar output and low coal stocks are tightening power supply, so Vattenfall’s industrial high-voltage electricity input can become scarcer; the edge is small-share and fairly substitutable, limiting size.

   59% confidence

   Natural Gas (Pipeline-Grade) →Stands to benefit

   Kinder Morgan, Inc.