TREE NEWS reports: Monthly traded electricity prices in Guangdong and Jiangsu rose in the fourth quarter despite the end of peak summer demand, and spot prices in the southern region also strengthened. Jiangsu Power Exchange Center issued guidelines on Oct. 13 for the province’s 2027 retail power market to fully pass wholesale prices through to retail. Brokerage utility analysts said 2026 may mark the bottom for domestic power prices, with an inflection point now emerging.
Chinese power prices rise in Q4 off-season; analysts see 2026 bottom
AI take
Off-season price gains in Guangdong and Jiangsu suggest tightening market fundamentals rather than seasonal demand, which matters for power-intensive sectors such as data centers and crypto mining that depend on Chinese electricity costs. Jiangsu's move to pass wholesale prices fully through to retail shifts price risk onto end users, a structural change worth tracking as it spreads. Whether the analysts' call of a 2026 bottom holds, and whether retail pass-through is adopted beyond Jiangsu, are the open questions.
Generated by AI for reference only.
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