China’s power consumption reflects the role of US shoppers too

Across China, lights are flickering off at homes and stoplights. Clothing manufacturers, aluminum smelters and factories turning out components for the likes of Apple and Tesla, are limiting production as provinces across China ration power. Constraints in supply shaped by factors like high coal prices and low electricity prices are bumping up against high demand, both from residential use and from a manufacturing boom driven by shoppers in the United States.


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