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Webinars

Rethink Research runs a series of webinars to bring our analysts closer to our customers. When logged into our website, subscribers can access past webinars.

If you need access to any webinars please email [email protected] and he will swiftly get back to you.

Available 1 June 2023

Rethink Energy | Global Hydrogen Market

In this LIVE 30-minute webinar – on Thursday June 1st at 4pm BST – Rethink Research’s CEO and Co-Founder, Peter White, and Hydrogen Analyst, Bogdan Avramuta, will guide you through the findings of our latest report on the Global Hydrogen Market.

Audience questions are encouraged during the session.  If you’d like to submit your questions ahead of the event, or to arrange a private discussion, please contact us.

The associated Rethink Energy forecast can be found here.

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Existing Webinars

Available 9 May 2023

Rethink Energy | Distributed Energy Resources and the Global Solar Market

In this LIVE webinar – on Tuesday May 9th at 12pm GMT – Rethink Research’s CEO and Co-Founder, Peter White, and Solar Analyst, Andries Wantenaar, will guide you through the findings of our latest report on Distributed Energy Resources and the Global Solar Market.

Audience questions are encouraged during the session.  If you’d like to submit your questions ahead of the event, or to arrange a private discussion, please contact us.

The associated Rethink Energy forecast can be found here.

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Available 23 March 2023

Energy Question Time - The Inflation Reduction Act

The third Rethink Energy Question Time was called “Will the Inflation Reduction save the planet or lead to a global trade war?”

  • Webinar Details

    Host

    Rethink Energy | Peter White Editor & Senior Analyst

    Panellists

    Rethink Energy | Connor Watts, Market Analyst
    Rethink Energy | Andries Wantenaar, Market Analyst
    Scott Graybeal | Caelux, CEO
    Todd Malan | Talon Metals Corp, Head of Climate Strategy
    Varyk Kutnick | DIVYDE Capital, Partner and Portfolio Manager

    Thursday March 23rd, 2023 | 15:00 GMT / 10 AM EDT

    our third Rethink Energy Question Time entitled “Will the Inflation Reduction save the planet or lead to a global trade war?” where experts and guests will answer questions about the global effects of the IRA legislation in the US. The price of admission is to simply provide us with a serious question.

    The virtual event will take serious questions on any aspect of the IRA either that you have heard in news feeds or any concerns which keep you up at night about whether or not it applies to you.

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Available 16 March 2023

Annual Primary Electricity 3.0: Russian war wakes sleeping renewables giants of post 2030 power

Rethink’s new 30 year forecast is called Annual Primary Electricity 3.0: Russian war wakes sleeping renewables giants of post 2030 power .

It’s one year on from the Russian invasion of Ukraine. It’s also a few months since the US Inflation Reduction Act was passed. How have these events affected the short-term energy market? This webinar, hosted by Rethink Energy analysts Peter White and Bogdan Avramuta, strives to explain all this and more. It’s illustrated with slides exploring the shape of sub-markets like solar, wind, hydrogen and energy storage across 30 countries that are the world’s biggest electricity consumers.

 

  • Webinar Details
    Analysts Peter White and Bogdan Avramuta went behind the figures Rethink Energy’s 30 year forecast called ‘Annual Primary Electricity’ (APE) It’s the third iteration of the report and the webinar illustrated how Rethink sees the energy transition affecting businesses and and economies across the globe.

    If your business will be affected by the global energy transition this represents an opportunity to see a forward thinking view of how everything is likely to unfold in the energy industry.

    From hydrogen production and export to steel manufacturing, electricity generation and national strategies, the APE employs a wholistic approach to the global electricity market and takes into account the potential for nuclear energy, a realistic scale-up of renewables sources like wind and solar and how fast economies can decouple their GDP from burning fossil fuels.

    On top of this, events and policies like the energy crisis of 2022 and the Inflation Reduction Act have a huge inertial effect on the global landscape and account for the bulk of changes from our second iteration which came out before the Russian war.

    The oil and gas exploration and production market has been valued at about $4.6 trillion, and the report shows that all of it is going to go away a lot sooner than companies like BP, Exxon Mobil and Chevron are suggesting. They won’t simply vanish, but rather be replaced, and expanded upon by countries which make best early access to their renewables markets and move on to export huge amounts of energy via cable, pipeline or hydrogen ships.

    Rethink Research | Peter White, CEO / Senior Energy Analyst
    Rethink Research | Bogdan Avramuta, Market Analyst
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Available 9 February 2023

Energy Question Time - Hydrogen Special

Energy Question Time – the HYDROGEN edition!
Our second Rethink Energy Question Time was entitled “When will hydrogen become a key energy marketplace component and why”.

Guests, members of the audience and a panel of experts tackled the serious questions about hydrogen that are keeping people up at night.

The panel was

Rethink Energy | Bogdan Avramuta, Hydrogen Analyst
Harry Morgan | 7percent Ventures, Investment Associate
Katherine Rinaldi | H2U Technologies, Director of Government Affairs
Mike Hopkins | Bakken Energy, CEO

Rethink Research | Peter White, CEO / Senior Energy Analyst

Held on February 9th, 2023

  • Webinar Details

    There are plenty of things that keep energy people awake at night and they usually relate to supply chains – changes are happening to supply lines with alarming regularity these days. You might focus, as we do at Rethink Energy on the falling cost of electrolyzers, as the technology starts to move very fast, and the falling price of renewable energy, which also drives the price of hydrogen down. The $3 per kilogram subsidy that the US Inflation Reduction Act has place on hydrogen means that overnight, in some parts of the world it is way cheaper than natural gas.

    Hydrogen is being hailed as the energy of the future, with the potential to significantly reduce greenhouse gas emissions and improve energy security. In this webinar, our panel of experts will discuss the latest developments in hydrogen technology, the challenges facing the industry, and the potential benefits for customers like you.

    It’s never enough to know the price of something today. It is always important to have a price for it in the near to medium term future. Prices are the lifeblood of deal-making in energy.

    You might want to ask about the cost of liquefaction for hydrogen, how it can be transported most cheaply, over varying distances and whether or not it can be used in air, sea, truck and train transport.

    Do you need to know the answer to questions like:
    What will it cost to carry hydrogen across the sea?
    When will Green hydrogen be cheaper than Blue?
    How low does the price of hydrogen need to go to make electricity with it
    Does hydrogen have an advantage over batteries when it comes to trucks
    Can it be used in long duration storage and has anyone tried it?

    Those are just some of the questions that Rethink Energy analysts have an reply for – and we will also invite several external experts to each event – so bring us the questions which will make a difference to your life and work.

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Available 24 November 2022

Energy Question Time

The Rethink Energy analysts, Peter White, Bogdan Avramuta, Andries Wantenaar and Connor Watts were joined by energy experts Kingsmill Bond (RMI), Ronan Kilduff (Elgin Energy) and Harry Morgan (7percent Ventures).

They answered questions set by an audience of energy professonals.

0:00 Introductions

4:35 How low can solar PV energy production (excluding transmission & storage) go per kWh in the most productive locations on the planet in 5 years time?

13:10 What is the current price of green hydrogen production in the UK (and globally) and what are the projections for the next decade?

22:10 Will the necessary and updated EU RES targets (REPowerEU) actually get built by 2030 given the current permitting delays and supply chain constraints?

34:10 What targets are there for energy storage in the EU and the UK?

44:00 What targets are there for energy storage in the EU AND UK Would green ammonia finally prove to be the best way to store and transport green hydrogen?

48:50 Why does the panel think the UK government is so insistent on ambitious nuclear targets?

53:30 China dominates the production of cleanenergy technologies (solar, wind, batteries), where will US/Europe outcompete going forward?

61:30 What role can small-scale 1 MW DER play in creating a renewable energy future?

Rethink Energy will introduce a series of themed Question Time events in the New Year.

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Available 21 October 2022

SAF is a fantasy, and not the TRUE route for decarbonization

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Available 12 October 2022

Global EV markets rally despite weak overall car sales

While the overall car market may seem a little deflated, EVs have been the standout performer as more individuals realize that they are the future, and it’s better to get one now than continue suffering from high fuel prices.

In this report we are going to update our previous forecast to account for relevant events that have transpired over the last year and how this has changed our EV market outlook going forwards to the end of the decade.

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Available 28 September 2022

PV installs explode despite hurdles – jump 87 GW, more to come

The latest count of global solar installations from Rethink Energy, and how it is distributed globally.  How did the world manage to install so much solar, with so many hurdles placed in front of development?

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Available 3 August 2022

BESS to see mass adoption of alternative batteries alongside li-ion; Energy Storage Forecast to 2050

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Available 23 December 2021

‘Energy Transition: Multi-$trillion Ponzi scheme or the biggest tech market ever

This video is the property of the Institute for Sustainable Energy and the Environment of the University of Bath – where our CEO Peter White addressed an audience of academics and business leaders on the subject of the energy transition and its sudden acceleration and the consequences (see a PDF copy of the slides here). The data comes from our Annual Primary Electricity forecast, and especially our EV report which is part of that dataset, which is also found in Research and Data under the title “Tesla versus ExxonMobil – who’s right?” – Rethink Energy’s definitive 30 year forecast on EVs and eMobility, which can be purchased for $3,800 from this site.

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    This breakthrough piece of market research brings forward the time when oil companies are unable to sell all the oil they produce, driving down prices and bringing financial ruin to the oil markets – that time begins being felt in 2027 and is complete by 2031, with the investment community getting totally out of the sector well before then, or risking ruin.

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Available 19 October 2021

Why are clean energy forecasts always completely wrong?

Join us for a webinar with Matt Ives and Moritz Riede, where they explain how they reached the conclusion that renewables are going to be SO MUCH BIGGER THAN EVERYONE REALIZES

A paper came across our desk last week entitled “Empirically grounded technology forecasts and the energy transition,” and immediately Rethink Energy had a case of Déjà Vu.

It reminded us of our first energy forecast – we looked at it and decided we could not possibly publish it, because it was twice the size of those of our rivals – we were tempted to tone it down a little bit (we didn’t).

But “Empirically grounded…” is from people who are not experts in energy markets but complex systems modellers and mathematicians. In this presentation, Matthew Ives, Senior Researcher in Complex Systems & Economic Modelling, Oxford Martin School & Moritz Riede, Professor of Soft Functional Nanomaterials at the University of Oxford, UK explain the workings behind the new paper.

With questions put by Peter White, Senior Analyst, Rethink Energy, this absorbing and fast-paced webinar shows a scenario of projected energy production costs taking in climate change mitigation models, Moore’s Law, Levelized Cost of Energy (LCOE), Wright’s Law and plunging PV manufacturing prices, among others.

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    The first time we ever did an energy forecast we looked at it and decided we could not possibly publish it, because it was twice the size of those of our rivals – we were tempted to tone it down a little bit. Here was a series of forecasts that were not toned down – from people who are not experts in energy markets but complex systems modellers and mathematicians.

    So we just HAD to invite them to come and tell us about it at one of the Rethink Energy Webinars. Yes this is why forecasters get energy so wrong, and it points to a better future for forecasters.

    Come and listen to Matt Ives and Moritz Riede, explaining how they reached the conclusion that renewables are going to be SO MUCH BIGGER THAN EVERYONE REALIZES.

    Hear answers to these questions:

    • Why do most forecasters of energy get it completely wrong and how can we fix this?
    • Why are the costs of these new technologies always over-estimates?
    • How can you use probabilistic forecasting to change this approach?
    • If future energy system costs are going to go down, does that mean cheaper energy?
    • What does this mean for solar, wind, batteries, and hydrogen electrolyzers?
    • What advances are we likely to see in the next decade in solar?
    • Are their material bottlenecks that could slow down this transition (Cobalt for batteries)?
    • And why are we stuck right now with ballooning natural gas costs?

    Mathew Ives is a Senior Researcher in Complex Systems Economic Modelling at the Oxford Martin school and Professor Moritz Riede is a Professor of Soft Functional Nanomaterials

    Format: Presentation followed by questions from Rethink founder Peter White then audience questions

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Available 8 October 2021

What do rising global gas prices mean to energy markets?

The spike in global natural gas pricing has made world headlines. Why should this be and where is it heading?

Are high prices toxic to the natural gas industry? And what’s the answer to controlling such pricing?

Watch and listen to expert analysis from the panel made up of Rethink Energy analysts, Harry Morgan and Peter White, new energy strategist Kingsmill Bond from Carbon Tracker, director of energy finance studies Arjun Flora from IEEFA

45-minutes long.

Contains live Q&As and even a surprise power-cut upon the mention of the word “Putin” … spooky!

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Available 5 October 2021

The effort of providing electricity for HVAC top 21 countries

Find out how Rethink Energy put together a realistic model that can be used to predict the electricity output requirement for changes in HVAC between now and 2050; as featured in the new forecast, Warming and Cooling – double whammy for the grid.

Hosted by senior analyst Peter White

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    Somehow, the world’s utilities and electricity providers have to plan for two big temperature-related adjustments. This is to increase air-conditioning as the world warms, and to switch heat from the fuels it uses today onto electricity.

    Rethink Energy senior analyst Peter White shows you how we devised a model to predict these changes, published in the accompanying forecast Warming and Cooling – double whammy for the grid.

    We put hard numbers on cooling spend and electricity home heat and show you how a growth of some 1,500 TWh in power increases across the top electricity using societies.

    These are twin problems that must be solved in the same time frame – shifting home heating from the wood, coal and gas fossil fuels which they rely on today to renewables, at the same time as we accommodate soaring temperatures which immobilize workforces in the struggle for national competitiveness.

    We confined our report to the top 21 countries in terms of electricity output, representing about 84% of global electricity today.

    In each country we assess, the problem and therefore the solution are different.

    As the planet warms, more and more countries shift from the heating transition into one where cooling becomes more important.

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Available 21 September 2021

CSP (Concentrated Solar Power) – comeback or requiem?

What are the market opportunities for CSP? Which type of CSP designs are succeeding? Why does the LCOE of CSP decline so dramatically?

The answers to these questions, and more, can be seen and heard in the webinar held to unveil our report and forecast, Last Chance Saloon for Gen 3 CSP which details how a near-forgotten type of renewable energy and is about to stage a comeback.

Rethink’s Solar Analyst and host, Andries Wantenaar was joined by guest speakers Bruce Anderson,  CEO of 247Solar, John Ingram, CEO of Focal Line Solar, and Craig Wood CEO of Vast Solar. Each giving a brief presentation of their work, the event was followed by discussion and a lively Q&A session from the audience.

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Available 6 July 2021

Renewables Set to Unlock $2.2 Trillion Green Steel Monster

In this 30-minute presentation with slides, Rethink Energy analyst Harry Morgan explains the research behind our latest forecast, Renewables Set to Unlock $2.2 Trillion Green Steel Monsterwhich details the dramatic transformation that the global steelmaking industry will undergo through to 2050

Why will steel will not follow coal, oil and gas, in reaching peak demand by 2050? How come recycled steel can only provide half the answer to a net zero future? How quickly will hydrogen-based DRI displace bio-fuel/CCUS innovation?

And most importantly … How can steelmaking set itself on course for a zero emissions future?

Find out all this, and more, by watching this free webinar.

  • Webinar Details

    Rethink Energy’s new report, Renewables Set to Unlock $2.2 Trillion Green Steel Monster outlines how soaring margins in the wake of Covid-19 will drive an imminent wave of investment into a new generation of ‘Green Steel.’ Powered by a surge in scrap availability, 4,500 TWh of renewable power, and 60 million tons of green hydrogen per year, the report sets out a pathway for an 82% reduction in CO2 output by the 2050.

    This 30-minute presentation hosted by Rethink’s Senior Analyst and lead author of the report Harry Morgan was followed by a 15-minute Q&A session.

    The webinar will aim to answer the following questions:

    • Why will steel will not follow coal, oil and gas, in reaching peak demand by 2050?
    • How come recycled steel can only provide half the answer to a net zero future?
    • How quickly will hydrogen-based DRI displace bio-fuel/CCUS innovation?
    • Why is Sweden set to lay the foundations for an Indian revolution?

    And most importantly

    • How can steelmaking set itself on course for a zero emissions future?

    As the global energy system transitions away from fossil fuels, its synthesis between industries – including steelmaking – will become stronger than ever. Dramatic change in both supply- and demand-side economics will become increasingly driven by the desire to decarbonize. Those that resist this transition will be left in the dust by those that adopt ‘green’ practices – don’t let your business be one of them.

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Available 23 June 2021

How to turn gas and oil pipelines into “green” revenue

Compressed air innovation creates green revenue in repurposing dormant pipelines for power transmission

Sounds crazy, doesn’t it? But in this webinar, held in a press conference format, we were joined by senior executives from a new company called Breeze which is being formed around a brilliant idea to turn dormant pipelines into a transmission network for renewable energy.

Watch as Rethink Energy’s senior analyst Peter White heard from Breeze along with live Q&As from members of the audience

  • Webinar Details

    A new company called Breeze is being formed around a brilliant idea to turn dormant pipelines into a transmission network for renewable energy.

    There are over 3 million pipelines in the US today, and a growing number of them are being idled. Breeze wants to turn this network of stranded assets into Green Energy highways.

    Breeze is looking for partners, licensees and pipeline owners who are interested in generating revenue from defunct pipelines and join the green, zero-pollution energy market.

    Breeze is putting together a use case for what it calls a Compressed Air Pipeline Systems (CAPS). It proposes that any existing gas or oil pipeline can be turned into a transmission system for renewables, and one that has a built-in system of overnight storage. This can be to replace or supplement traditional cable connections to the grid.

    Breeze is putting the finishing touches to a detailed plan to use compressed air to store, transport and generate electricity. Breeze will store power within pipelines simply by letting air compress further inside them. The system will need a small heat source to heat the compressed air on exit from the pipeline, allowing it to spin turbines to generate electricity. While this tiny portion of the energy used might be supplied by fossil fuels at the outset, Breeze is working on the cheapest way to take that legacy power source out of the equation.

    Much of this can happen converting retired coal and gas plants, and using their capacity to the generate energy for the grid.

    Rethink Energy will interview Breeze at this webinar and answer questions about the price-efficiency of its proposed system.

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Available 4 May 2021

Look Back in Anger - A view of a zero emissions world

In this 45-minute video, Rethink Energy analyst Peter White presents the methodology and research that went behind the making of our energy forecast,  “Look Back in Anger – A view of a zero emissions world”

Why angry? Because we imagine the reactions of the young energy industry professionals of today arriving in 2050 to a net-zero emission world. Yes, that’s cause for celebration, but why were there so many barriers put in our way? Why did we make it so hard for ourselves?

And, by 2050, how much extra will the global grid need to scale to accommodate electric vehicles, steel and cement production?

Find out by watching this free presentation.

 

 

  • Webinar Details
    If you are looking for a presentation that addresses how much investment there will be in renewables by 2050, that’s Look Back in Anger.

    If you want to see data on how much the grid needs to scale to accommodate electric vehicles, steel and cement production, that’s Look Back in Anger.

    If you are looking for data on how big global utilities will become in the energy transition, that’s Look Back in Anger.

    Look Back in Anger is our webinar introducing a global energy forecast, which has many possible functions, it is a retrospective looking back from 2050, to some targets for emissions reductions that were met, and some that were not.

    It shows that the falling cost of renewables make them utterly dominant, and yet they will cost a fraction of what people are predicting today.

    More information: please contact Simon Thompson

    [email protected]

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Available 15 September 2020

Energy Through the Looking Glass – what will stock markets look like on the other side of the energy transition?

This webinar was held on September 15th, 2020 .

For a limited time only, a free recording of the event is being made available here

  • Webinar Details

    Rethink Energy held a one hour discussion under the title  “Energy Through the Looking Glass – what will stock markets look like after the energy transition”

    The webinar was framed around the sight of Alice peering through a Looking Glass and seeing the future of Energy and all the related markets.

    What would she see?

    Illustrated with slides and visuals, Peter White, CEO and founder of Rethink Technology Research painted his vision of a fight between Tesla class superstocks, which ignore financial fundamentals and promise the earth, threatening every 100 year old company with extinction.

    Carbon Trust’s Energy Strategist Kingsmill Bond talked about the Terminal Decline in fossil fuel groups and what they must do to avoid their fate.

    Q&As were included in the final third.

    Held September 15th, 2020

    Comments? Questions? Feedback?

    Simon Thompson

    Publisher

    [email protected]

    +44 (0)1280 820560

    www.rethinkresearch.biz

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Available 4 August 2020

Who will be the Tesla of Green Hydrogen Production?

“Who will be the Tesla of Green Hydrogen Production?” What is the future of low–cost, clean, green hydrogen production at scale? And furthermore, could a Tesla-like player who comes along to gobble up the market? Find out our from panellists Jean Louis Kindler, Co-Founder and CEO  of Ways2H, Vaitea Cowan Co-founder of Enapter, Grant Strem, CEO of Proton Technologies & Luc Graré VP Sales & Marketing  at Nel. Hosted by Rethink Energy analysts, Harry Morgan and Peter White. Features short presentations and Q&A.

  • Webinar Details

    Held as a one hour webinar “Who will be the Tesla of Green Hydrogen Production?” was a discussion about the future of low–cost, clean, green hydrogen production at scale. And furthermore, could a Tesla-like player who comes along to gobble up the market?

    Led by Harry Morgan & Peter White |  Research Analysts at Rethink Energy

    Panellists:

    Jean Louis Kindler | Co-Founder and CEO | Ways2H
    Vaitea Cowan | Co-founder | Enapter
    Grant Strem | CEO | Proton Technologies
    Luc Graré | VP Sales & Marketing | Nel

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