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 insight of where momentum is building through the energy transition.
Hosted by: Harry Morgan, Peter White & Andries Wantenaar
In this episode we discuss Moody’s underrating of Enel compared to Exxon Mobil and Chevron, we discuss the Chinese segment of our global wind power forecast, Mitsubishi Power’s $1.9 billion dollar hydrogen salt cavern energy storage plans in Utah which will help power California, and how the 182mm vs 210mm cell size rivalry is contributing to China’s solar manufacturing boom.
In this episode the Rethink Energy team discusses Boston Metal’s electrolyzer-based steel-making, a record high year for solar installations globally especially in Vietnam, and what the Biden Administration can do for renewables with all three branches of the US government in Democrat hands.
In this episode we discuss Rethink Energy’s upcoming wind forecast, how floating wind will be especially important to locations like Japan and the USA, and when we expect US states to bring in bans on internal combustion vehicles.
In this episode the Rethink Energy team discusses the new roadmap laid out by the UK’s Climate Change Committee, Greece’s exit from coal, QuantumScape’s solid-state batteries, and the unexpectedly rapid growth of EVs in Europe.
In which the Rethink Energy team discuss Enel’s $226 billion renewable spending plans for the decade, Tesla’s massive market capitalization, how China will introduce a carbon tax ahead of the USA, and a revival on the cards for European solar manufacturing.
In which the Rethink Energy team discusses the US’s federal Minimum Offer Price Role (MOPR), the UK’s ten-point energy plan, the EU’s offshore renewable ambitions, and Japan’s reaction to the coming Biden admin.
The Rethink team discusses: solar import tariffs under a Biden administration and the pressure that Brazil and Mexico expect from the Democrats; the need for a positive announcement to break negative coverage for EV company Nikola; Iberdrola’s massive expansion in the US and elsewhere; the severe stagnation of Indian solar power under Coronavirus lockdowns; and the massive green energy ambition of Fortescue Metals, a mining company that hasn’t been forced into the renewable shift.
As the US election edges in Biden’s favor, the Rethink team discusses whether a split senate will allow for significant changes to renewable energy policy. In China, a huge quarter for wind continues to drive its turbine manufacturers forward, while South Australia leads the nation’s path towards a future in hydrogen exports.
We’re back to results season, and while the oil majors have performed better than expected, their stock price and outlook remain uncertain. The emerging hydrogen market offers a way out, with only minor alternations needed to existing infrastructure.
Meanwhile in Mexico, energy security appears to be distracting left-wing politics from the necessity to transition to renewables.