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Podcasts

The Rethink Energy Podcast complements the Rethink Energy weekly strategy bulletin, as we dive deeper into the dynamic factors of the energy market. We 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 Bogdan Avramuta and Andries Wantenaar

Where to listen and subscribe

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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16 March 2023

Rethink Energy Podcast 128: EU finalizes electricity market reform proposal; Green steel to accelerate faster than expected; IRA talks progress ahead of guidance

The European Commission has finalized its proposal that threatens to transform the European electricity market with a marked shift towards distributed energy sources. The rapidly falling cost of hydrogen will turn a green steel premium into a discount faster than expected says a new report from Rethink Energy. Talks between the US and EU continue ahead of guidance concerning the US’ landmark Inflation Reduction Act later this month.

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9 March 2023

Rethink Energy Podcast 127: Petrobras eyes $70 bn offshore wind investment; Quartz sand crucibles become new solar bottleneck; Ford rejoins ADAS race

Petrobras has announced it will be conducting feasibility studies for 7 potential offshore wind projects on the coast of Brazil with the help of Equinor. High purity quartz sand becomes the new bottleneck in the solar supply chain as polysilicon worries ease. Ford has rejoined the race for truly autonomous driving as it establishes Latitude AI from the remains of its former investment Argo AI.

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2 March 2023

Rethink Energy Podcast 126: New report says LFP to dominate global EV battery market; Germany looks to merge grid operators; Chile plans 3GW hydrogen project

A new report from Rethink Energy projects global passenger EV markets to make dramatic shift towards LFP throughout this decade, and looks at what this means for global commodity markets. Germany looks to merge its grid operators in search of greater planning efficiency for new projects. Chile looks to use its vast mineral and potential renewable energy wealth to become a major hydrogen exporter.

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23 February 2023

Rethink Energy Podcast 125: Rethink Energy Podcast 125: $6bn project kickstarts Canadian hydrogen; 700 GW solar added to the world’s grids in 2025; Tata and Uber sign fleet deal in boost for Indian EV market

EverWind Fuels receives environmental approval for its planned $6bn hydrogen project in Nova Scotia, Canada. Our solar forecasts are up yet again following production figures and polysilicon prices. Tata Motors and Uber sign a deal for 25,000 EVs to serve India’s urban population as the country is set to begin catching up on EV demand.

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16 February 2023

Rethink Energy Podcast 124: Ford and China’s CATL bypass the intent of the IRA Act; $8.6bn investment in Portuguese wind means good news for green H2

Ford signs a deal with CATL to build a $3.5 billion LFP battery factory in Michigan for 2026, marking what could be a wave of intellectual property deals with Chinese battery leaders to produce price-competitive batteries in the US while maybe still complying with IRA subsidies. Portugal sees $8.6 billion investment in wind which will likely spill out towards hydrogen production in the future. China’s intellectual property ban including some solar industry tech looks to be trying to stifle foreign manufacturing efforts.

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9 February 2023

Rethink Energy Podcast 123: North and Baltic Seas see green hydrogen investment; China exports 160GW of solar in 2022, increases manufacturing to 40GW this January alone

The North and Baltic seas see investment looking at future green hydrogen production from wind energy. China exports nearly 160GW of solar in 2022, and manufactures 40GW this January alone. Australia begins a consultation on developing a domestic battery manufacturing industry to complement its massive domestic mining resources.

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2 February 2023

Rethink Energy Podcast 122: China looks to ban technology exports; Rethink Publishes flagship energy forecast; Japanese auomotive industry shakeup indicates change ahead

China looks to ban technology exports affecting the solar and semiconductor industries as it heightens trade-war tensions. Rethink publishes our flagship annual publication covering the sources of electricity going forwards, while predicting the implications of a changing energy mix and who will come out ahead in the future. Japanese automotive manufacturers continue to not put enough money towards electrification but the head of Lexus taking over the reigns as CEO of Toyota could change the region’s fate.

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26 January 2023

Rethink Energy Podcast 121: India sets out path towards hydrogen future; EU Commission begins consultation on electricity market reforms; US transmission investment lags behind China

India has set forwards investment for a domestic hydrogen production industry. The EU Commission has begun its consultation to reforms in its domestic energy market aimed at protecting consumers from the volatility of natural gas prices. US transmission investment remains muted compared to staggering Chinese investment

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19 January 2023

Rethink Energy Podcast 120: EU Commission president proposes IRA lookalike; Britishvolt enters administration in hit to UK battery manufacturing; Plans materialize for the first transatlantic hydrogen flight

The EU Commission President, Ursula Von der Leyen, announces plans for further stimulus for the European Union that looks rather similar to the US’ Inflation Reduction Act tax break incentives. Britishvolt enters administration in a significant blow to UK battery manufacturing. Finally, plans for the first transatlantic flight powered by hydrogen are unveiled for an unmanned drone to fly over 3,300km.

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