China power consumption reaches all time high

China reaches all time high in power consumption. 

China Power Consumption Vs. China Gas Consumption

China's power consumption is correlated to China's gas consumption.

Moreover, lockdowns (visible in airportia data), affect power/gas consumption.

Electricity prices about to double

It is not over yet. Paper, glass, metals, fertilizer, beer, gas shortages are coming.

China Power Consumption Surges in 2022

China power consumption rose in February 2022. 

China is slowing down: China Power Consumption Grows 3.1% in November

China is slowing down. 

China Power Consumption Stable in October 2021

China is slowing down a bit. 

Coal Price Vs. China Power Consumption

The coal price is directly correlated to China power consumption because China is the largest consumer of coal.

 

China power consumption hits record high in July

China July power consumption is up 13% yoy. Obviously this is good for commodities. 

China Power Consumption and GDP Growth Q2 2021

China GDP growth at 8% and China power consumption growth at 10%.  

China Power Consumption May 2021

China power consumption was strong in May 2021.

China Power Consumption Going Through The Roof in January 2021

China power consumption rose 22% year over year. It is an amazing time to be invested in China and commodities.

China Power Consumption is Growing

China power consumption hit a high of 8.8% in December 2020.

GDP was up 6.5%.

China is Booming!

China power consumption for November 2020 was up 9.4%, a record high for the year.

China Power Consumption Rises 7.2% in September 2020

 China is recovering both in power consumption and GDP growth.

China Growing Rapidly: Power Consumption Hits Record

 China power consumption grew by 7.7% yoy in August 2020.

Helped by Chinese tourists staying at home and using their saved money for themselves, increasing the surplus in balance of trade.

In this environment, the yuan will rise sharply and it is recommended to buy Chinese bonds and stocks. I recommend to put some money in CBON for example.

China Power Consumption Rose 2% in July 2020

China's V-shaped recovery is hitting an obstacle in July 2020.

China Power Consumption Rises in June 2020

The V shaped recovery in China is continuing. Commodities like copper will do well.

China Power Consumption Confirms V-Shaped Recovery

China is back in business. This means that we should be buying commodities like copper, oil, gold. Another way to play the Chinese market is to buy Chinese internet companies like KWEB.

 

China is urbanizing with 1.5 billion people, who all want to be connected to the internet.

China is pretty undervalued at a P/E of 13.7 compared to the U.S. stock market at a P/E of 24.

Another way to play China is to buy Fufeng group which is specialized in MSG and trades at P/E of 5 and has a 6% dividend.

The MSG price has gone down due to production increases, but people will still have demand for it.

The MSG market can still grow outside China.

 

The market is growing at 4% per annum.

The average sale price of MSG for Fufeng group is currently around 5500 RMB per tonne.

Fufeng also produces xanthan gum, which is in an up cycle.