Electricity output is probably the most reliable guide to China's underlying economic performance, so the growing demand for power is a very important...

Gavin Wendt

Electricity output is probably the most reliable guide to China's underlying economic performance, so the growing demand for power is a very important indicator.


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Jay Soloff

That being said, cheap Chinese coal stocks could be a strong medium-term play. I don't see any other form of energy fulfilling China's growing energy needs, at least until (or if) several more nuclear plants come online.

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