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The Rethink Energy Podcast complements the Rethink Energy’s weekly strategy bulletin, as we dive deeper into the dynamic factors of the energy market. From the fossil fuel energy prices crisis, to post-Covid supply chain shortages to offshore wind to carbon credits, we’ll discuss the week’s key issues, while providing insight into our own research and forecasts to give clearer direction of where momentum is building through the energy transition.

Guests welcome for future episodes. Write [email protected] for details.

Hosted by Peter White with Harry Morgan and Andries Wantenaar (and occasionally, Simon Thompson)

Where to listen and subscribe

24 June 2022

Rethink Energy Podcast 94: The role hydrogen will play in the decarbonization of the transport industry

Our latest podcast discusses our new research paper produced by one of our senior analysts on ‘what proportion of transport will come to rely on hydrogen’, then talks about ‘the US introducing a carbon border adjustment mechanism and is it likely?’, before finishing with a ‘detailed view of one Virtual Power Plant supplier and how he sees Virtual Power plants developing’.

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16 June 2022

Rethink Energy 93: EU back US policy on slave labor in China

This episode contains discussions on the following points: ‘The EU calling for an import ban on all products produced by China in forced labour’, ‘Next Era in the US setting a carbon zero template for all US utilities’ and finally finishing with ‘How Egypt plants to turn its waste into hydrogen and sell it to Germany’

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10 June 2022

Rethink Energy Podcast 92: Biden declares solar tariff moratorium

Biden’s energy emergency declaration and tariff moratorium may not reassure solar suppliers due to potential legal challenges, Ford has announced a belated commitment to cheap EV production, Middle Eastern markets are heating up for renewables with offshore wind under consideration for the Caspian Sea, and Energy Dome is pursuing a compressed-air CO2 project in Sardinia.

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3 June 2022

Rethink Energy Podcast 91: China EV numbers surge, solar prices to rise throughout 2022

China’s EV numbers have surged while the US stagnates, solar supply chain prices are to rise throughout 2022, and the next decade will see a global carbon price take shape as border taxes pressure Asian manufacturers to move away from coal-fired power plants.

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27 May 2022

Rethink Energy Podcast 90: Australian election to boost hydrogen complexes

The Australian election will help shore up flagging renewable investment in the country, especially if victorious Labor requires a coalition with the Greens; and Hyundai has joined the ranks of the EV makers with factory announcements for Korea and Indonesia.

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20 May 2022

Rethink Energy Podcast 89: Alternative battery technologies take market share from lithium on the grid

The EU plans to move off Russian oil and gas imports by 2027, alternative battery technologies have several years to carve out grid market share while lithium runs into issues, and California has announced a 5 GW “Reliability Reserve”.

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12 May 2022

Rethink Energy Podcast 88: 1,100 GW of solar in the EU for 2030

The Energy Ministers of Austria, Belgium, Spain, Luxembourg, and Lithuania have proposed a RepowerEU plan the European Commission which would see a doubling or tripling of even optimistic solar forecasts for the bloc. High oil and gas prices are also good news for green hydrogen and for Iran’s ability to rustle up money for its own renewable energy development without Western finance.

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5 May 2022

Rethink Energy Podcast 87: Biden manages $3 billion for batteries, EU sanctions Russian oil

The Biden Administration has managed to apportion $3.1 billion from the already-passed Infrastructure bill to help fund the battery industry, especially for EVs: but America will remain five years behind other major battery markets. The EU is bringing in sanctions on Russian oil which will cut down a large fraction of Russian state revenues, and the Dutch grid is becoming more congested.

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28 April 2022

Rethink Energy Podcast 86: Poland and Bulgaria's gas cut

The AD-CVD probe from the Department of Commerce continues to lay waste to US solar development long before any decision is made: Poland and Bulgaria have refused to pay for Russian gas in the manner demanded by Moscow: and Elon Musk’s Twitter acquisition shouldn’t completely overshadow the latest Tesla news.

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24 April 2022

Rethink Energy Podcast 85: A-SMACC rumblings threaten US solar developers

Another US A-SMACC probe into solar module imports from Indochina threatens to disrupt American solar development, the UK’s SMR nuclear initiative will take at least nine years to bear its expensive fruit, and the Suez Canal will come to be a green hydrogen nexus.

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