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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GM, Google, and the Rocky Mountain Institute gather a consortium of companies seeking to expand the use of virtual power plants (VPP) in the US. Despite imposing tariffs on Chinese solar components, India does not have the domestic manufacturing capacity to meet this year’s demand. Gas prices plummet to pre-war levels in Europe as a result of the region’s effort in sourcing alternatives and a mild winter thus far.
The price of Chinese solar modules has begun to fall because of supply chain investment bearing fruit, particularly in the supply chain for polysilicon. China lays out plans for a $12 billion energy hub in Inner Mongolia, with little concern given to hydrogen production, something that we think could be added later. Finally the United States Postal Service has caved and set forward plans to electrify its fleet after significant resistance and $3 billion from the Biden Administration.
Canada publishes its critical mineral strategy alongside $4 billion in funding to enable mineral extraction in preparation for IRA demand. The EU Commission creates the Photovoltaic Industry Alliance with the goal of developing a 30GW solar manufacturing base by 2025, and Meyer Burger gathers perovskite companies in pursuit of 30+% tandem.
The US Department of Commerce publishes its findings on how many solar companies have been circumventing tariffs on Chinese-manufactured solar equipment, EnerVenue publishes its new product design and counts 7GWh of orders, and CarbonMeta turns plastic into hydrogen through microwave catalysis.
Spain’s renewable energy auction underperforms drastically because of old pricing conditions. Thailand joins other Asian countries in commitment towards vast green hydrogen infrastructure. Mazda continues to avoid full commitment towards ICE vehicle as it invests towards research and development for future EVs and its ICE ranges.
In this week’s episode the Rethink Energy team discusses the major energy company, Enel, its investment into bifacial heterojunction solar and its €21 billion assets sale, the 10GW hydrogen, wind and solar farm in Queensland, Australia and Energy Vault’s move towards Li-ion storage solutions and its departure from gravity based energy storage.
In this week’s episode the Rethink Energy team discusses the geothermal approach invented by Eavor and how swiftly it can scale this decade, the methods adopted by the Australian to handle massive rooftop solar contributions to the grid, and how latent demand from the EV sector means the lithium supply bottleneck won’t be going away any time soon.
In this week’s episode the Rethink Energy team discusses the $4bn Duke Energy renewables deal, the latest news from COP27 and utilities in Idaho pushing to reduce rooftop solar payments.
In today’s episode we talk about the results from the Brazilian election and what they mean to the energy landscape, billion dollar hydrogen projects in India and Kazakhstan and the Chinese energy storage targets.
In this week’s episode, the Rethink Energy team discusses the DoE investment into the US raw battery material infrastructure, Asian countries shifting to hydrogen and Avangrid pressing pause on a huge wind project.