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The Rethink Energy Podcast complements the Rethink Energy’s weekly strategy bulletin, as we dive deeper into the dynamic factors of the energy market. From the fossil fuel energy prices crisis, to post-Covid supply chain shortages to offshore wind to carbon credits, we’ll 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 [email protected] for details.

Hosted by Peter White with Harry Morgan, Andries Wantenaar, Bogdan Avramuta (and occasionally, Simon Thompson)

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27 May 2022

Rethink Energy Podcast 90: Australian election to boost hydrogen complexes

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.

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20 May 2022

Rethink Energy Podcast 89: Alternative battery technologies take market share from lithium on the grid

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”.

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12 May 2022

Rethink Energy Podcast 88: 1,100 GW of solar in the EU for 2030

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.

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5 May 2022

Rethink Energy Podcast 87: Biden manages $3 billion for batteries, EU sanctions Russian oil

The Biden Administration has managed to apportion $3.1 billion from the already-passed Infrastructure bill to help fund the battery industry, especially for EVs: but America will remain five years behind other major battery markets. The EU is bringing in sanctions on Russian oil which will cut down a large fraction of Russian state revenues, and the Dutch grid is becoming more congested.

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28 April 2022

Rethink Energy Podcast 86: Poland and Bulgaria's gas cut

The AD-CVD probe from the Department of Commerce continues to lay waste to US solar development long before any decision is made: Poland and Bulgaria have refused to pay for Russian gas in the manner demanded by Moscow: and Elon Musk’s Twitter acquisition shouldn’t completely overshadow the latest Tesla news.

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24 April 2022

Rethink Energy Podcast 85: A-SMACC rumblings threaten US solar developers

Another US A-SMACC probe into solar module imports from Indochina threatens to disrupt American solar development, the UK’s SMR nuclear initiative will take at least nine years to bear its expensive fruit, and the Suez Canal will come to be a green hydrogen nexus.

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16 April 2022

Rethink Energy 84: Chinese advance on wind and energy manufacturing

China’s wind turbine manufacturers are gaining market share at the expense of the West even as Chinese battery maker CATL opens its first factory in Germany: and the UK’s strategy is neglecting onshore wind and the opportunity it represents for both net-zero and post-Russia energy strategies.

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7 April 2022

Rethink Energy Podcast 83

World installations of wind power came to 92.5 GW in 2021, 25% lower than the incredibly high figure in 2020: Theion’s sulfur battery technology will be a gamechanger, but the company will struggle to remain its leading player: and First Solar is co-operating with Sunpower to develop a CdTe-Silicon tandem module for the rooftop market within 24 months.

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31 March 2022

Rethink Energy Podcast 82: Battery shortage through to 2025

The latest Rethink Energy research identifies a battery supply shortage through to 2025, especially in the USA, whose car industry waited too long to invest in factories. Chinese trade statistics show 40 GW of solar manufactured in two months, and the Biden Administration’s $5.8 trillion budget is already mediocre for renewables prior to Congressional negotiations.

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25 March 2022

Rethink Energy Podcast 81: Annual Primary Electricity Forecast 2.0

Rethink Energy’s Annual Primary Electricity 2.0 Forecast has been released, covering every energy source and category of demand in the 20 leading global markets through to 2050. That is the prime topic of discussion in this forecast – especially global trade flows of hydrogen.

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