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Podcasts

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 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.

Hosted by: Harry Morgan, Peter White & Andries Wantenaar

Where to listen and subscribe

10 September 2021

Rethink Energy Podcast 56

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.

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3 September 2021

Rethink Energy Podcast 55

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.

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27 August 2021

Rethink Energy Podcast 54

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.

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13 August 2021

Rethink Energy Episode 53: Biden's quest for 50% EVs

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.

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6 August 2021

Rethink Energy Podcast 52

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.

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29 July 2021

Rethink Episode 51

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.

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23 July 2021

Rethink Energy Podcast 50: EU bans ICE cars from 2035

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.

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16 July 2021

Rethink Energy Podcast 49: EU's new emissions target powered by tighter carbon tax regimen

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).

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9 July 2021

Rethink Podcast 48: UAE expresses impatience with OPEC's supply limits, India incentivizes hydrogen manufacturing

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.

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2 July 2021

Rethink Energy Podcast 46: $70 billion in coal-powered steel facilities at risk of becoming stranded assets

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.

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