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 episode the Rethink Energy Team is joined by John Ingram, founder of CSP startup Focal Line Solar, to discuss his views on concentrated solar power, as well as recent news on the EU’s emissions targets, Enhanced geothermal’s first grid participation in China, and a pro-renewable shift in the US’s PJM electricity market relating to the Minimum Offer Price Rule (MOPR).
In this episode the Rethink Energy Team discusses the investments which India is incentivizing from its fossil fuel sector into renewable manufacturing, the UAE openly expressing its impatience with the rest of the OPEC cartel’s production limits, and a praiseworthy report from the UK’s Office of Budget Responsibility which points out various severe threats to the economy from climate change – arguing that energy transition is the cheap option.
In this episode the Rethink Energy Team discusses China’s 16 GW Baihetan hydropower station, how the steel industry is more prepared to decarbonize than the gas industry, the rapid strengthening of China’s domestic solar segment, Texel’s aluminum hydride heat storage battery, and Hydrogen Systems Australia’s small-scale plasma-based electrolyzers.
In this episode the Rethink Energy Team is joined by highly experienced renewables journalist Peter Kelly Detwiler to discuss the future of EVs and their on-grid participation. We also cover Rethink Energy’s latest report covering the hydrogen transition which the global steel industry is about to embark on, the US startup Breeze which plans to use pipelines as compressed-air energy distribution, The US’ budding plans to develop its own solar manufacturing industry, and the marine energy startup Eco Wave Power.
In this episode the Rethink Energy Team discusses the looming mass low-price selloff of Permian Basin oil assets, how the latest monthly EV sales figures from Europe surpass even our forecasts, our Spain country profile, The “B3W” Build Back Better World initiative to mobilize $40 trillion of private finance from the West for the energy transition, the UK Climate Change Committee’s milquetoast criticisms of the government, kWhAanalytics’ update to the expected degradation of solar projects, and on-site spiral welding enabling larger wind turbines to be erected unhampered by transportation size limits.
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In this episode the Rethink Energy Team discusses an estimated 30 GW of soalr installed worldwide in Q1, a new wind power technology with five times the generation density per square kilometer, the pressure Royal Dutch Shell is coming under to decarbonize, and EV maker Lordstown’s continued woes.
In this episode the Rethink Energy team discusses Mercedes-Benz’s investment in green steel, Vietnam’s 5.4 GW pipeline of wind to be built in 2021, Brazil’s drought and the related issues of hydropower and the rainforest, and NREL’s energy storage predictions for the US.
In this episode the Rethink Energy team discusses the multi-GW floating offshore wind platforms to be built in Icelandic waters, Malta Inc’s thermal pumped energy storage, how Mexico’s turn against renewables may be set in stone in the midterm elections this week, and how we expect oil consumption to reach its second peak in 2031, having never fully returned to 2019 numbers.
In this episode the Rethink Energy Team discusses the UK’s post-EU carbon market, the IEA’s report forecasting even more renewable energy than we expect, India’s anti-dumping probe against almost all solar cells used in the country last year, the latest accusations of forced labor against the Chinese polysilicon industry, and Algeria’s stagnant energy policy.
In this episode the Rethink Energy Team discusses the Biden Administration’s approval of the 800 MW Vineyard Wind offshore wind project, the IEA’s minerals report, the likelihood of Europe reaching a mooted 20 GW solar manufacturing capacity, Ocean Sun’s floating solar in Colombia, the Colonial Pipeline hack, and Vietnam’s 6% cut to coal generation in 2021 even as its demand grows.