China’s Apr’25 Thermal Power Output Drops to 3-Year Seasonal Low

China’s thermal power output fell to 449.1 TWh in Apr’25, the lowest since Feb’24 after a -2.3% MoM and 4.1% YoY drop, marking a three-year seasonal low.

Chart showing China thermal power output in IFCHOR GALBRAITHS brand colours, with April 2025 hitting a three-year seasonal low near 449 TWh.

This decline reinforces projections of a potential first annual drop in fossil-fuel-based power generation in a decade, amid a structural shift toward renewables. However, with peak summer approaching, China’s meteorological authorities have issued heat alerts, indicating a possible surge in cooling-related power demand. This could prompt a temporary rebound in thermal generation in the coming months in terms of reliability over renewables sources.

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