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11.09.26 - 22:42
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Coal Nears Breakout As Gulf Energy Shock Drives Utilities Back To Dirty Fuel Ahead Of Winter (ZeroHedge)
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Coal Nears Breakout As Gulf Energy Shock Drives Utilities Back To Dirty Fuel Ahead Of Winter
Newcastle thermal coal futures are approaching the $150-a-ton breakout level as the global energy shock, most acute in industrial fuels, encourages utilities to shift toward coal ahead of the Northern Hemisphere winter while electrification trends and all things AI expand electricity demand.
UBS metals and mining analyst Myles Allsop wrote in a note this week that thermal coal prices face a number of factors colliding at once that could push prices higher over the next few months:
We see a number of risks that could drive up thermal coal prices over next few months, with 1) demand supported by a hot summer (increasing demand for cooling), the high gas price (due to the ME conflict) and potentially a cold winter in the Northern Hemisphere due to the 'super El Niño' (conditions to peak in Dec), and 2) supply at risk from Chinese safety checks, Indonesian government policy, Russian diesel shortag...
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02.09.26 - 05:09
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Solar Overtakes Coal As China′s Largest Power Source (ZeroHedge)
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Solar Overtakes Coal As China's Largest Power Source
Authored by Tsvetana Paraskova via OilPrice.com,
Solar power has just become the single largest electricity capacity source in China, toppling coal in a landmark achievement of the Chinese renewable energy rollout.
Solar power capacity in China stood at 1,286 gigawatts (GW) at the end of July, Chinese media cited the country's National Energy Administration as saying on Tuesday.
Thus, solar capacity accounted for 31.5% of total installed power generation in China as of July 31.
In July, Chinese authorities said that China would have more installed solar power capacity than coal-fired generation capacity as early as this quarter.
As of the end of June, solar power capacity stood at 1,274 GW, just below the total coal-fired installed capacity of 1,275 GW.
The solar capacity has now risen to 1,286 GW, exceeding coal as the single biggest electricity capacity.
Official Chinese data showed earlier in July that the share of coal in China's elec...
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01.09.26 - 10:57
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Solar überholt Kohle erstmals als größte Stromquelle Chinas (DPA-AFX)
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PEKING (dpa-AFX) - Solaranlagen haben in China erstmals Kohle als größte Stromquelle abgelöst. Wie die Energiebehörde des Landes mitteilte, waren Photovoltaikanlagen Stand Ende Juli mit 1.286 Gigawatt installierter Leistung die größte Stromerzeugungsart. ......
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