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.
Guests welcome for future episodes. Write to [email protected] for details.
In this episode the Rethink Energy team discusses China’s expanding Carbon Market pilot, Drax’s environmentally dubious biomass expansion in the UK, a correction in hydrogen and other clean energy stocks, and how polysilicon supply threatens to bottleneck a rapidly expanding solar industry in 2021.
In this episode the Rethink Energy Team discusses – 67 GW of green hydrogen planned by the HyDeal Ambition initiative in Spain, Eavor’s new type of geothermal energy which copies fracking to deep enough to be used anywhere and doesn’t rely on pumps, the Texas blackout debacle, a bill proposing 10 GW floating offshore wind in California.
In this episode the Rethink Energy team discusses our recently released report on perovskites, a novel type of solar photovoltaic while will gain a significant chunk of market share by 2030: Ford’s overstated commitment to EVs; and how the major forecasters such as Bloomberg and Wood Mackenzie continue to underestimate the impact that green hydrogen and EVs will have on oil through to 2050.
In this episode we discuss GM’s 2035 deadline past which they will no longer make internal combustion vehicles, the extremely weak figures for the oil majors in 2020, the Biden Administration’s as yet vague ambition to boost offshore wind. We also discuss Panasonic’s retreat from solar manufacturing, the trillion dollars bound up in oil and gas pipeline developments.
In this episode the Rethink Energy Team discusses: how General Motor’s deadline to stop making ICE vehicles from 2035 vindicates Rethink’s EV forecast, Tesla’s financial results, the shift of engineering talent from ICE to EVs, Elon Musk’s jocular $100 million CCUS prize, and China’s 50% increase in solar manufacturing capacity during 2020.
In this episode of the Rethink Energy Podcast, the team discusses China’s astonishing 48.2 GW solar and 71.67 GW wind additions in 2020 and how the wind figure can even be possible; Biden’s cancellation of the Keystone pipeline; the last years of America’s natural gas development and options to switch fossil fuel infrastructure to hydrogen; and comments from China’s provinces on their plans for renewable energy in the coming 14th Five-Year Plan.
In this episode we discuss Moody’s underrating of Enel compared to Exxon Mobil and Chevron, we discuss the Chinese segment of our global wind power forecast, Mitsubishi Power’s $1.9 billion dollar hydrogen salt cavern energy storage plans in Utah which will help power California, and how the 182mm vs 210mm cell size rivalry is contributing to China’s solar manufacturing boom.
In this episode the Rethink Energy team discusses Boston Metal’s electrolyzer-based steel-making, a record high year for solar installations globally especially in Vietnam, and what the Biden Administration can do for renewables with all three branches of the US government in Democrat hands.
In this episode we discuss Rethink Energy’s upcoming wind forecast, how floating wind will be especially important to locations like Japan and the USA, and when we expect US states to bring in bans on internal combustion vehicles.
In this episode the Rethink Energy team discusses the new roadmap laid out by the UK’s Climate Change Committee, Greece’s exit from coal, QuantumScape’s solid-state batteries, and the unexpectedly rapid growth of EVs in Europe.