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.
This week we talk about high solar module prices and its effect on utility scale projects – how long with they be delayed; We ask if Cyclo-Propane rings, could lead to the most powerful fuel known to man, and ask if Lawrence Berkeley National Laboratory can use bacteria to manufacture them; and want to know why Europe has not specific targets or funding sources for energy storage and who this upset this week?
In Rethink Energy’s latest podcast, we start discuss our annual global solar forecast to 2050, which shows a huge increase in solar around the world. We talked about a long duration storage play in Canada e-Zinc, and finally one of the world’s first hydrogen networks, planned to run across the Netherlands.
If you would like us to discuss anything in particular in our next podcast please let us know.
Below is the link below to download and view the executive summary to our Global Solar Forecast to 2050 –
Solar-Forecast-Exec-Summary-49993.pdf (rethinkresearch.biz)
Below is the link to our weekly analysis, which discusses all things renewable that have happened throughout the week and forms the discussions of the weekly Rethink Energy podcast –
Our latest podcast discusses ‘how will Volkswagen integrate its new Europcar acquisition’, ‘how Chinese cell and module manufacturers are cutting back production just to stay in slack with polysilicon and what it means to the market’, there will be a discussion on hydro and whether it will make a comeback. Finally, the podcast ends with our publisher Simon Thompson sharing something that caught his eye in the world of renewables throughout the week.
Our latest podcast discusses our new research paper produced by one of our senior analysts on ‘what proportion of transport will come to rely on hydrogen’, then talks about ‘the US introducing a carbon border adjustment mechanism and is it likely?’, before finishing with a ‘detailed view of one Virtual Power Plant supplier and how he sees Virtual Power plants developing’.
This episode contains discussions on the following points: ‘The EU calling for an import ban on all products produced by China in forced labour’, ‘Next Era in the US setting a carbon zero template for all US utilities’ and finally finishing with ‘How Egypt plants to turn its waste into hydrogen and sell it to Germany’
Biden’s energy emergency declaration and tariff moratorium may not reassure solar suppliers due to potential legal challenges, Ford has announced a belated commitment to cheap EV production, Middle Eastern markets are heating up for renewables with offshore wind under consideration for the Caspian Sea, and Energy Dome is pursuing a compressed-air CO2 project in Sardinia.
China’s EV numbers have surged while the US stagnates, solar supply chain prices are to rise throughout 2022, and the next decade will see a global carbon price take shape as border taxes pressure Asian manufacturers to move away from coal-fired power plants.
The Australian election will help shore up flagging renewable investment in the country, especially if victorious Labor requires a coalition with the Greens; and Hyundai has joined the ranks of the EV makers with factory announcements for Korea and Indonesia.
The EU plans to move off Russian oil and gas imports by 2027, alternative battery technologies have several years to carve out grid market share while lithium runs into issues, and California has announced a 5 GW “Reliability Reserve”.
The Energy Ministers of Austria, Belgium, Spain, Luxembourg, and Lithuania have proposed a RepowerEU plan the European Commission which would see a doubling or tripling of even optimistic solar forecasts for the bloc. High oil and gas prices are also good news for green hydrogen and for Iran’s ability to rustle up money for its own renewable energy development without Western finance.