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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US oil majors more concerned with paying down debt, dividends or share buybacks than with the energy transition; a 17 GW set of five solar projects in Urumqi, the capital of Xinjiang; Chile’s potential as a hydrogen giant; and the implications of rocketing steel prices.
In this episode the Rethink Energy Team discusses $8 billion in US government funding for transmission infrastructure, the oil majors’ results and the implication for their renewables investments, China’s last-minute attendance at the Climate Summit, and vertical-axis wind turbines.
In this episode the Rethink Energy team discusses a new hydrogen production process that uses solar power directly without electrolysis, the Earth Day Summit and international climate targets, China’s 30 GW five-year energy storage ambitions, and some pro-gas bills in the aftermath of the February Texas powercut, and our upcoming Steel Report forecasting global demand and decarbonisation.
In this episode the Rethink Energy team discusses the new hydrogen electrolysis catalyst developed at Kyoto University, the contrast between Australia’s government and the private sector on renewable energy development, and how France’s ban on short domestic flights will impact hydrogen and electric-powered aeroplane startups in that country.
In this episode the Rethink Energy Team discusses the British Government’s ongoing promotion of expensive gas and nuclear power, Bombora’s wave energy proposal which would be integrated with floating offshore wind projects, how Q1 EV sales figures from China and Europe vindicate Rethink Energy forecasts, and China’s large CSP pipeline.
In this episode the Rethink Energy Team discusses our 178 GW expectation for global solar in 2021, the Biden Administration’s boost to offshore wind power, our Saudi Arabia country profile, and Raygen’s PV-inclusive concentrated solar design.
In this episode the Rethink Energy team discusses how renewable energy Capex can peak globally in the 2030s thanks to cost declines, how the UK, EU, and Indonesia are all clinging to fossil fuels, Vietnam’s grid adjustment after the FiT-driven solar boom, and a new form of dense hydrogen storage.
In this episode we discuss Noon Energy’s Solid-Oxide Fuel Cells, Fortescue Metals’ renewable energy and hydrogen plans, Hindenburg’s attack on EV startup Lordstown’s reputation, TVP Solar’s high-temperature vacuum solar thermal heaters, Rethink Energy’s latest analysis of future LCOEs for wind and solar, the IEA’s latest pro-oil energy forecast, and the surge of component prices in China’s solar industry driven by high demand.
In this episode the Rethink Energy Team discusses China’s “GDP-first” 14th Five-Year Plan, the H2Pro hydrogen startup, alleged flaws in Siemens Gamesa’s ETES hot rock energy storage, and Power Roll’s microgroove approach to thin-film solar and supercapacitors.
In this episode the Rethink Energy Team discusses our latest report, Look Back in Anger, which examines the next three decades – from the perspective of where things have to be in 2050. We also discuss India’s attempts to foster its domestic solar manufacturing industry with a new Basic Customs Duty on imports, the shortage of chips in the automotive industry, and our new 146.5 GW estimate for 2020 solar installations.