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:
-Europe’s hydrogen strategy is taking a turn towards blue hydrogen with several projects including new announcements in the UK and the Netherlands.
-Andrew Garrad and Henrik Stiesdal, two very august figures in the wind industry, have called for a halt to the proliferation of ever-larger wind turbine sizes.
In this week’s episode the team discusses:
-“When should your business open a hydrogen refuelling station?” – a question prompted by a slew of cancelled and closed hydrogen stations in California.
-China’s pumped hydro boom continues, even as Western pumped hydro developments stagnate.
In this week’s episode the team discusses:
-The Australia Solar Manufacturing Roadmap, which advocates heavy incentives beyond even those of the IRA, while eschewing trade barriers.
-Germany’s €16 billion tender for 10 GW of hydrogen-capable gas power plant capacity.
-Ascent Elements’ hydro-to-cathode battery recycling method which promises an immediate 49% carbon footprint reduction, with a 90% goal for 2030.
In this week’s episode the team discusses:
In this week’s episode the team discusses:
In this week’s episode the team discusses:
-An interview with Tandem PV CEO Scott Wharton, focusing in the issues of degradation, module size and efficiency in the lead-up to commercialization
-EU investigators’ arrival in China, where they will investigate automakers BYD, Geely, and SAIC to determine how much government support they are receiving
-Oil tanker company Frontline’s investment in a new fleet of not-green-enough ECO VLCC ships
CATL has assigned the first $420 million of its $15 billion investment partnership with Indonesia, which together with an upcoming election may ‘lock’ the country’s entire nickel industry into Chinese supply chains to the US’ detriment. Meanwhile in the US, Inflation Reduction Act hydrogen tax credit requirements are proving too strict on the exact, immediate provenance of electricity consumption, in contrast to initially more lenient EU rules. Lastly, Australia’s solar manufacturing may expand despite limited government support.
Geely has announced a fast-charging LFP battery which boasts an impressive 4.5C charging rate enabling fast charging of up to 500 kW, marking another Chinese manufacturer stealing a march on Western producers. The UK has introduced a carbon tax legislation, soon to be further clarified, which is analogous to the EU’s Carbon Border Adjustment Mechanism (CBAM). And Angola has quit the OPEC organisation in a context of moderately low oil prices.
Rethink Energy Interviews Longevity Partners’ Chief Innovation Officer Ed Wealend, primarily talking about ESG within the built environment, Longevity’s new power unit, and recent developments in the policy landscape including energy efficiency and heat pump targets.
2024’s expected copper surplus has all but vanished as the Panamanian government has ordered First Quantum’s Cobre Panama copper mine to cease output and Anglo American’s output is expected to fall significantly. Maeve Aerospace is looking to commercialize hybrid jet fuel/battery aircraft later this decade when hydrogen should be well on its way to establishing itself as the leader within the industry.