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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 to [email protected] for details.

Hosted by Peter White with Simon Thompson, Andries Wantenaar, Bogdan Avramuta and Connor Watts

Where to listen and subscribe

25 May 2023

Rethink Energy Podcast 138: Global EV forecast to 2050, Chinese energy reforms and $20/MWh nuclear

In the week’s episode the team discusses our latest global EV forecast to 2050, the new Chinese energy reforms which made storage profitable overnight and who is the mysterious company that claims it can achieve an LCOE of $20/MWh from novel SMR technology.

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18 May 2023

Rethink Energy Podcast 137: Hydrogen industry forecast to 2050, Polysilicon production projections and First Solar joins perovskite game

In this week’s episode, the team discusses our latest report covering a forecast of the hydrogen industry to 2050, the state of the polysilicon market and how this will affect solar installs and First Solar spending $80 million to join the perovskite game.

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11 May 2023

Rethink Energy Podcast 136: Allkem and Livent merge; China sees shallow offshore solar investment; Nikola to leave Europe in rush to use US incentives

Lithium producers Allkem and Livent announce their intended merger, potentially forming the 3rd largest lithium product company by intended output by the end of the year. China’s Shandong province sees offshore fixed base solar investment. Nikola sells its joint venture with Iveco in full European exit as it focuses on commercializing within the remit of US incentives.

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4 May 2023

Rethink Energy Podcast 135: Platinum industry to see H2 induced shortage; Q1 solar manufacturing up 50-100%; US Republicans continue solar sabotage

The global platinum industry is going to see demand shift away from automotive use in catalytic converters towards usage in the PEM electrolyzer market, creating shortages arising from supply issues in South Africa. Q1 solar manufacturing has increased between 50-100% year-on-year depending on how you look at it. Meanwhile the US’ Republican party continues its attempt to sabotage its own domestic solar industry and water down the Inflation Reduction Act’s incentives.

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27 April 2023

Rethink Energy Podcast 134: H2's role in road transport; Suppliers pledge quartz sand production increase; Germany bans new gas boilers from 2024

Hydrogen’s use in road transportation is explained as the ramp up of global hydrogen trucking fleet set to begin in 2030s, with battery trucks taking early adoption lead through saturating short-haul routes. Major quartz sand suppliers pledge production increases as crucibles used in solar production continue to increase in price. Germany bans the installation of gas boilers from 2024, giving major boost to heat pump industry.

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20 April 2023

Rethink Energy Podcast 133: Global Q4 2022 solar numbers explained; US considers crippling its own solar industry; China looks to African H2 ownership

Rethink Energy explains Q4 2022 solar deployment and manufacturing figures and gives some insights to future expectations. Policymakers in the US look to prematurely end the country’s moratorium on the banning of Chinese-origin solar products, potentially crippling US solar deployments for the next 14 months. China looks to expand its ownership of African hydrogen projects that aim to export hydrogen Northwards to European industrial giants.

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13 April 2023

Rethink Energy Podcast 132: Macron China visit enables energy cooperation; 7 US states seek $1.25bn for hydrogen hub; New Toyota CEO changes EV tune

Macron’s third state visit to China since 2018 was this time accompanied by between 50-60 company executives and the EU Commission president Ursula von der Leyen aiming to increase cooperation with the country in a broad spectrum of energy technologies. 7 north-eastern US states have filed for $1.25 billion of the US’ $8 billion hydrogen hub fund established by the Department of Energy. Toyota’s new CEO has officially outlined the company’s increased commitment to electric vehicles including new vehicles to be produced in the US.

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6 April 2023

Rethink Energy Podcast 131: Japan's new hydrogen strategy to need $113bn; OPEC+ cuts oil output; Australia puts $10bn to national reconstruction fund

Japan’s revamped hydrogen strategy is expected to need $113 billion invested to reach 2040 goals of 12 million metric tons produced per year. OPEC+ has cut production in order to maintain $80 per barrel price floor while the US isn’t in a place to intervene. The Australian government has committed $10 billion to support Australian industry as it looks to remain internationally competitive.

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30 March 2023

Rethink Energy Podcast 130: EU makes e-fuel exception; EnerVenue commits to Kentucky gigafactory; Vietnam looks at new mechanism to support renewables

The European Union has finalized its negotiations with Germany’s to accommodate its last-minute demands allowing an exception for the use of e-fuels within combustion engines past the 2035 deadline. EnerVenue has announced its plans to build a gigafactory in Kentucky as it aims to ramp up production of its nickel hydride batteries. Vietnam’s renewables market awaits a new mechanism to support industry expansion after its short-lived solar subsidies.

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23 March 2023

Rethink Energy Podcast 129: VW Group to spend $130 billion on electrification; The EU announces its response to the IRA; The EIA publishes its Energy Outlook

The Volkswagen Group has committed $130 billion towards electrification and digitization until 2028, increasing its share of total investment from 52% to 68% relative to 2018. The European Commission has officially announced its Critical Raw Materials Act and Net Zero Industry Act as its counterpart to the US’ Inflation Reduction Act in an attempt to lure back manufacturers from the United States. Finally the EIA has produced its annual energy outlook report and it continues to overstate the long-term importance of oil to the US economy.

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