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 which the Rethink Energy team discuss Enel’s $226 billion renewable spending plans for the decade, Tesla’s massive market capitalization, how China will introduce a carbon tax ahead of the USA, and a revival on the cards for European solar manufacturing.
In which the Rethink Energy team discusses the US’s federal Minimum Offer Price Role (MOPR), the UK’s ten-point energy plan, the EU’s offshore renewable ambitions, and Japan’s reaction to the coming Biden admin.
The Rethink team discusses: solar import tariffs under a Biden administration and the pressure that Brazil and Mexico expect from the Democrats; the need for a positive announcement to break negative coverage for EV company Nikola; Iberdrola’s massive expansion in the US and elsewhere; the severe stagnation of Indian solar power under Coronavirus lockdowns; and the massive green energy ambition of Fortescue Metals, a mining company that hasn’t been forced into the renewable shift.
As the US election edges in Biden’s favor, the Rethink team discusses whether a split senate will allow for significant changes to renewable energy policy. In China, a huge quarter for wind continues to drive its turbine manufacturers forward, while South Australia leads the nation’s path towards a future in hydrogen exports.
We’re back to results season, and while the oil majors have performed better than expected, their stock price and outlook remain uncertain. The emerging hydrogen market offers a way out, with only minor alternations needed to existing infrastructure.
Meanwhile in Mexico, energy security appears to be distracting left-wing politics from the necessity to transition to renewables.
While Donald Trump pointed to ‘expensive wind power’ in the Presidential Debate, the Rethink Team discusses a Lazard report which highlights the opposite. As renewables-focused utilities gain presence in the US, the largest laggards in Europe finally pledge themselves to a coal-free future.
Meanwhile in China, the upcoming 14th five year plan is likely to see solar continue its commodity status, with as much as 100 GW of new installed renewables set to be installed every year
As debate sparks around whether or not we have passed peak oil demand, the Rethink team discusses why the IEA has a problem with ambitious forecasting. Meanwhile, massive hybrid projects are popping up in Inner Mongolia and players from China, Canada and the UK rush to compete in Europe’s market for clean transport.
The Rethink Team discusses the different approaches to decarbonizing the steel industry, and why an all guns blazing method will win out.
This comes the same week that the IEA decided that hydrogen was not the solution, in a report which once again shows how obsessed it is with oil and gas. Forecasting companies are much the same, and giving two versions of the truth is unforgivable if we want a united vision in reaching net zero emissions.
As Spain revives its solar economy off the back of corporate PPAs, the team also discusses the idea of a European supergrid, making the most of southern solar in the summer and wind power in the North Sea during windy winters.
The Rethink Team discusses new innovation coming out of the Russian solar sector, along with the potential for the hydrogen sector to trickle $12 trillion through the global economy up to 2050. It’s also been a quarter of contrasts for the wind sector, with an upsurge in offshore wind presenting one of many opportunities for HVDC transmission.