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.
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In this week’s episode the team discusses the $6.8bn ConEd purchase by RWE, PV company Meyer Burger in the context of the European market, and the implications of energy islands in the North Sea.
In this week’s episode we discuss the year on year solar installation numbers, how car rental firms are starting to think about the EV charging infrastructure and why hydrogen might have just achieved cost parity with diesel in the medium- and heavy-duty transportation markets.
In this episode the Rethink Energy team discusses the record breaking green ammonia deal, American EV charging points and the price of lithium.
In Rethink Energy’s latest podcast we discuss hydrogen transportation, potentially disruptive flow battery technologies and the future African energy market.
In this episode we discuss the importance of decentralized hydrogen production, Cadmium Telluride modules and the effect of the Inflation Reduction Act on battery materials.
In this week’s episode we discuss our predictions of the natural gas market, Chinese power cuts and the European electric vehicle market.
In this week’s episode we discuss the demand for green hydrogen, planed electrolyzer gigafactories and gas companies that are looking to extend the life of natural gas by investing in blue hydrogen. We also touch on the state of the energy market in India.
In this episode we discuss polysilicon, various electrolyzer developers and what novelties they claim to bring to the table and lastly we talk about the future of aviation and sustainable aviation fuels, including solar fuels.
In this episode we discuss about the second quarter results of “Big Oil” players like ExxonMobil and BP, hydrogen transportation and alternatives to lithium ion batteries.
Corporate solar funding has declined sharply in Q2 due to high module prices even as China’s module exports surge; Ford has sidelined its own South Korean partners by adopting CATL’s latest battery technology; and the UK government persists with supporting blue hydrogen and nuclear.