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Podcasts

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 info@rethinkresearch.biz for details.

Hosted by Bogdan Avramuta and Andries Wantenaar

Where to listen and subscribe

19 January 2024

Rethink Energy Podcast 168: EU investigates China's EV industry, Tandem PV talks commercialization, Oil tankers greenwash

In this week’s episode the team discusses:

-An interview with Tandem PV CEO Scott Wharton, focusing in the issues of degradation, module size and efficiency in the lead-up to commercialization

-EU investigators’ arrival in China, where they will investigate automakers BYD, Geely, and SAIC to determine how much government support they are receiving

-Oil tanker company Frontline’s investment in a new fleet of not-green-enough ECO VLCC ships

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12 January 2024

Rethink Energy Podcast 167: CATL's Indonesian nickel investments, US hydrogen incentives too restrictive on electricity sourcing

CATL has assigned the first $420 million of its $15 billion investment partnership with Indonesia, which together with an upcoming election may ‘lock’ the country’s entire nickel industry into Chinese supply chains to the US’ detriment. Meanwhile in the US, Inflation Reduction Act hydrogen tax credit requirements are proving too strict on the exact, immediate provenance of electricity consumption, in contrast to initially more lenient EU rules. Lastly, Australia’s solar manufacturing may expand despite limited government support.

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5 January 2024

Rethink Energy Podcast 166: Geely reveals fast-charging LFP battery; UK plans carbon tax analogous to EU's CBAM

Geely has announced a fast-charging LFP battery which boasts an impressive 4.5C charging rate enabling fast charging of up to 500 kW, marking another Chinese manufacturer stealing a march on Western producers. The UK has introduced a carbon tax legislation, soon to be further clarified, which is analogous to the EU’s Carbon Border Adjustment Mechanism (CBAM). And Angola has quit the OPEC organisation in a context of moderately low oil prices.

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21 December 2023

Rethink Energy Talks Ep. 1: Longevity Partners and ESG within the built environment

Rethink Energy Interviews Longevity Partners’ Chief Innovation Officer Ed Wealend, primarily talking about ESG within the built environment, Longevity’s new power unit, and recent developments in the policy landscape including energy efficiency and heat pump targets.

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18 December 2023

Rethink Energy Podcast 165: 2024 copper surplus expectations shaken by Anglo and Panama; Maeve Aero to commercialize hybrid aircraft against H2

2024’s expected copper surplus has all but vanished as the Panamanian government has ordered First Quantum’s Cobre Panama copper mine to cease output and Anglo American’s output is expected to fall significantly. Maeve Aerospace is looking to commercialize hybrid jet fuel/battery aircraft later this decade when hydrogen should be well on its way to establishing itself as the leader within the industry.

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8 December 2023

Rethink Energy Podcast 164: Rethink publishes new solar module price report; Nuclear sees boost from COP28; US publishes IRA guidance

Rethink Energy has published its new solar module price report covering the next 17 years of technological developments and the effect this will have on global supply chains. COP28 has given nuclear energy a significant boost despite the difficulties in bringing online new capacity. Finally the US treasury has released guidance on what exactly constitutes a foreign entity of concern, bringing massive implications for the structure of the future US battery industry.

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1 December 2023

Rethink Energy Podcast 163: Chinese electrolyzers poised to conquer Europe; UK publishes its national battery strategy

In this episode, the team discusses why Chinese electrolyzer manufacturers are likely to take over the European market in the absence of any decisive protectionist policy. The UK publishes its national battery strategy, giving cause for optimism. Finally, European solar manufacturing is faltering under a deluge of Chinese modules made with cheaper electricity.

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24 November 2023

Rethink Energy Podcast 162: Global Q3 solar installs at 105 GW; Stellantis, CATL joint battery technology roadmap; Japan Airlines hydrogen flights

Global Q3 solar installations came to 105 GW, with 398 GW expected for the full year; Stellantis and CATL have agreed to jointly develop a battery technology roadmap for Stellantis’ budget vehicles; and Japan Airlines is pushing hydrogen flights

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17 November 2023

Rethink Energy Podcast 161: Lithium investment remains strong despite low prices, China's capacity mechanism secures coal fleet

Lithium chemical supply will more than triple by 2030, with mining investment remaining strong despite low prices. China’s capacity market mechanism will secure the financial position of the country’s 1,300 GW coal and gas fleet by introducing payments based on capacity, not just per kWh generated, as renewables reduce the utilization rate of coal-fired power stations. Two big hydrogen stocks have fallen this week, but this won’t affect the mainline progress towards green hydrogen.

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10 November 2023

Rethink Energy Podcast 160: Europe's impractical battery recycling requirements, German skilled workforce shortage affects renewables

Europe’s goal to source 15% of battery raw materials from recycling is proving unworkable as today’s batteries are increasingly different from the old stock being recycled, and hydrometallurgical capacity is lacking; Over one-sixth of Germany’s entire skilled workforce shortage for all industries can be attributed to the wind and solar sectors; and HIF Global’s synthetic gasoline is a decarbonisation red herring.

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