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 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.
Hosted by: Harry Morgan, Peter White & Andries Wantenaar
China’s wind industry deployed 17 GW offshore in 2021, far exceeding expectations; GM’s EV progress has encountered delays; Florida may cut Net Metering off at the knees; and Australia has exported hydrogen to Japan.
Rethink Energy’s Harry Morgan has released his hydrogen report – covering the world-changing growth of the sector in detail through to 2050. Other topics for this episode are Vietnam’s continued post-FiT wilderness for renewables with $7 billion in wind investments missing a subsidy deadline; the 15 GW of floating wind awarded in the UK; and CATL’s EV battery swapping initiative across ten Chinese cities.
CCUS will play a valuable role in the green future of cement production, unlike its failure to decarbonize coal plants; Kazakhstan will remain open for Western investment into renewables and green hydrogen after Russian intervention; and Vattenfall subsidiary Feenstra has debuted its home heat pump, which ought to be a no-brainer in the gas-dependent home heat markets of the UK and Netherlands as they try to decarbonize.
In this episode the Rethink Energy team discusses the Cummins-Sinopec electrolyzer gigafactory, China’s 105 GW UHV transmission expansion, the 300 days remaining for the Biden Administration to push through climate spending, and the attempt within the EU to classify natural gas built prior to 2030 as green power.
I this episode the Rethink Energy team discusses the inadequacy of the Biden Administration’s support for EVs, Australia electricity market operator’s strategic plans for the grid, and the Seawing parafoil’s utility for reducing ships’ fuel consumption.
In this episode the Rethink Energy team discusses China’s second round of vast wind-solar desert complexes and how this means it will reach 200% of its 2030 renewable capacity target; how the last 50% of the car market will fall to EVs; and the fate Iraq faces as the oil industry collapses in the 2030s.
In this bumper episode the Rethink Energy team goes over the Q3 solar installation numbers, our new report covering the future of EV uptake and oil’s collapse, plus Sinopec’s green hydrogen facility.
In this episode the Rethink Energy Team discusses the Biden Admin’s Build Back Better bill provision of production tax credits for hydrogen, Rethink Energy’s new report on the future of EVs and oil, and the monumental build out of polysilicon manufacturing in China.
In this episode the Rethink Energy team discusses ammonia-fueled ships, how solar LCOE declines are being concealed by temporary disruptions, and Cyanobacteria’s research into modifying algae to absorb far more carbon dioxide.
A bumper episode in which the Rethink Energy team mostly discusses the conclusions of the COP26 Summit.