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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This week’s news includes two contrasting speeches to the UN from the leaders of China and the USA, about climate commitments, as China sets out plans to reach carbon neutrality by 2060. Rethink Energy’s analysis shows that this drive continues to come from the solar sector, while the country gears up to lead supply chains in energy storage.
With Tesla and Nikola both seeing stock prices falling for different reasons, the team also discusses how different forms of leadership will define how the companies displace incumbents in the transport sector, while companies like Daimler scramble to keep up with hydrogen innovation.
After 2 weeks off, the Rethink Energy team discusses a period of ‘inflection points’ for the energy transition, with both BP and General Motors both signalling that their business can’t and won’t go on as usual.
The US and China are also both making noise around new targets for renewable energy, but how much of this is just political promises?
The Rethink Energy team rounds up the week with a look through a stormy period for US oil, as well as Vietnam’s eighth national power plan, which indicates a big shift away from coal, as renewables continue to accelerate.
Also on the agenda is clean aviation, and whether fuel cells could penetrate the market from the bottom-up, as well as continued frustration towards analyst firms, who continue to act as a hindrance to the energy transition with their pessimism around disruptive technology.
Join the Rethink Energy team to discuss the key issues in the world of energy this week. Topics on the cards include: the further capacity being added to the world’s largest battery storage campus in the US; why fires are pushing up the cost of silicon in China; and how new research in catalysts could be key to slashing costs of green hydrogen by 2023.
This week, the Rethink Energy team dives deeper into BP’s results and what it will mean for the energy transition if it holds true with its new spending plans for clean technology.
Also in the headlines is the unexpected surge for solar installations in China, and the potential for a 20+ GW rush in the final months of 2020.
We also discuss the findings from this week’s webinar on hydrogen production, how a hydrogen ecosystem could start to form across Europe and who the victors of the markets early growth could be.
Join Peter, Harry and Andries as they discuss two of the week’s biggest issues in the world of energy.
It’s been a tough week for the oil majors as quarterly figures start to show the extend of their damage from Covid-19, but things could be worse than they appear at first glance.
Meanwhile the future of solar in the US has a lot riding on the US election, with Chinese manufacturers set to pounce if tariffs are removed and they can dump their oversupply of modules on the American market.
Join the Rethink Energy team as we discuss a huge injection of UK Export Finance into Mozambique – to boost LNG trading between the US and Europe. Meanwhile, we identify why Portugal is the dark horse in the race to lead Europe’s green hydrogen economy, the birth of a potential superstar in the floating wind sector and what the outcome will be of China’s decision for the future of wafer sizes in the solar sector.
Another big week for energy, with promises of varying value coming from even the largest laggards in the oil sector as well as a huge statement of intent from Joe Biden as part of his election campaign.
While bringing you up to speed with the weeks issue, Rethink Energy also dips into the world of rail – offering Hyperloop and Hydrogen as two concepts for trains of the future – as well as India’s first foray into large-scale floating solar.
We’re back for round two of the Rethink Energy Podcast, with a shorter and snappier format, welcoming Simon Thompson as our host.
Serious movements this week in the energy transition as the EU announces renewables at the centre of its first ever hydrogen strategy, while in the US, panic selling becomes the name of the game for utilities with a high dependence on natural gas. Along with these key issues, we’ll be discussing our quarterly round-up of the global solar market, and how Covid-19 has impacted the rate of installations.
In our Pilot Episode we discuss Rethink Energy’s long duration storage webinar, and what technologies will compete best within the ten hour storage market – will it really be Lithium Ion?
We’ll also be discussing a quarter of contrasts for the UK, which has seen very little renewables installations but a very high level of generation, as well as new integrated resource plans coming out of the US, and what the future holds for company’s like Shell and BP after writing off billions in assets over recent weeks.