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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 to [email protected] for details.

Hosted by Peter White with Simon Thompson, Andries Wantenaar, Bogdan Avramuta and Connor Watts

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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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18 March 2022

Rethink Energy Podcast 80: 164 GW solar in 2021

Rethink Energy’s 2021 solar installation numbers have been released, showing 12% year-on-year growth: Ghana will house one of the world’s largest solar-battery complexes: and American silicon startup Leading Edge promises its floating silicon method could have 32 GW production capacity come 2030.

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11 March 2022

Rethink Energy Podcast 79: Geothermal at 10 km depth and beyond

The West has begun banning Russian oil and gas exports, new drilling technology will make geothermal power available almost anywhere in the world at higher temperatures, and digital security from the likes of Intertrust Technology will ease the integration of EVs, demand response and domestic solar onto the grid.

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4 March 2022

Rethink Energy Podcast 78: sanctions creep towards Russian fossil fuel exports

Western sanctions on Russia may even extend to its oil and gas exports: The US’ offshore leasing round has met with remarkable success: and EV maker Nikola has restored itself from its past fraud and the Hindenburg short-seller report, but has yet to see its share price recover.

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25 February 2022

Rethink Energy Podcast 77: Can Europe quit Russian gas?

Russia’s intervention in the Ukraine leaves Europe trying to ditch Russian gas – but how and when can that be achieved? Meanwhile SoCal’s 10 GW to 20 GW green hydrogen complex in California is menaced by the idea that Senator Manchin will insert blue hydrogen support into the Build Back Better bill.

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18 February 2022

Rethink Energy Podcast 76: California looks to solar plus storage, not wind

California’s updated energy strategy completely ignores wind while pushing unprecedented solar and battery storage: C-Power has begun to commercialize wave energy using remote offshore operations: and Modern Electron is promising to foster decentralized “turquoise” hydrogen production.

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