Guangdong, China’s biggest power-consuming province, has ordered generators to
raise coal inventories to 20–25 days from about 12.6 days, below the 15-day
standard, while capping gas use at 19 bcm this year versus 21 bcm in 2025.
Authorities also urged China General Nuclear Power Group to restart one reactor
and bring two new units online by July as the region prepares for peak summer
demand. The move reflects rising energy risks linked to Middle East tensions,
with domestic thermal coal prices up 1.5% in March to a three-month high.
