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.
In this episode the Rethink Energy team discusses the gas and coal price spike situation, especially in the UK and China.
In this episode the Rethink Energy team discusses the UK’s and China’s respective coal and gas woes, Ford’s EV progress, Q2 solar figures worldwide, and the Green’s strong position in German coalition negotiations.
In this episode the Rethink Energy Team discusses the OECD’s statement trying to muscle in on the EU’s Carbon Border Adjustment Mechanism, Redwood’s battery recycling proposition in the US, Toshiba’s progress with perovskites, and the US’s green stimulus proposals in the ongoing budget reconciliation.
In this episode the the Rethink Energy team discusses its latest report – on the future of Air conditioning and heating power demand – as well as the use of hydrogen as seasonal electricity storage, and the difficulty lithium will face trying to act as long-duration energy storage.
In this episode the Rethink Energy Team discusses the world’s first commercial perovskite solar installation from courtesy of Saule Technologies and why other perovskite approaches have encountered delays, and we discuss part of our upcoming green hydrogen forecast – when it will overtake blue and grey hydrogen in various markets and why.
In this episode the Rethink Energy Team discusses our new report into Concentrated Solar Power, the blue hydrogen greenwashing which may only just be beginning, and Chinese EV maker Xpeng’s expansion into Norway.
In this episode the Rethink Energy Team discusses Biden’s quest for 50% new cars as EVs by 2030, Exxonmobil’s doomed investment strategy, and the IPCC report’s political impact.
In this episode the Rethink Energy team discusses the Biden Administration’s stimulus plan, Vietnam’s plans to shift to auctions to incentivize renewables, and the strategy of the oil majors in the context of their quarterly results.
In this episode the Rethink Energy Team discusses the sudden and unexplained partnership termination enacted by Oxford PV against Meyer Berger, Shell’s latest investment strategy, and Bloomberg finally upping its EV forecast to the realms of plausibility.
In this episode the Rethink Energy team discusses the EU and China carbon markets, how the EU ban will double EV adoption by 2030 to 116 million, and how deep drilling may enable Finland’s first ever geothermal.