Rethink Energy is about rethinking the generation of electricity on a global scale. We focus on the countries which are the largest users of electricity or which have the greatest possibilities in renewable energy, and blend these together into a single Annual Primary Electricity forecast. Its components are each available separately and include projections for solar, wind, hydro, and nuclear, the decline of coal and gas, and the multiple uses of the emerging hydrogen marketplace including making steel and cement.
We have also modeled any fresh use of electricity such as charging Electric Vehicles, producing Ammonia to fuel shipping, and the transition from gas to electricity in home heating.
We believe that our model shows the rise of many new markets which will require investment and which will yield extraordinary returns. Many of these are represented in the rise of Gigafactories – manufacturing environments within which 1GW or more of capacity are made each year in batteries, novel energy storage, electrolyzers, fuel cells and heat pumps, as energy ceases to be quite so project oriented, and becomes more commoditized.
Rethink Energy will also give indicators and clues of the speed at which fossil fuel markets will evaporate.
Rethink Energy delivers weekly analysis reports and 12 forecasts a year, including forecasts to 2050 for every source of renewable energy and a global electricity forecast. We also deliver a dozen or so webinars, and 50 podcasts. You can subscribe to the full Rethink Energy service for access to all report topics, or you can select a subset of reports: Hydrogen, Solar, Battery, or Mining & Raw Materials. To discuss subscription options, please contact Roz Hilton [email protected].
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