Your browser is not supported. Please update it.

Rethink Energy Research

Rethink Energy is the only service specifically designed to explain and forecast the changing energy landscape and its investment possibilities as renewables begin to take over from conventional fossil fuels

  • Rethink Energy Research Subscription

    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.

    Subscription Content

    • Rethink Energy offers weekly analysis and each year produces at least 20 research papers, start-up interviews, 10 forecasts along with a weekly podcast. These are all available for a single corporate subscription price, although some start-ups and specialist firms may be allowed to purchase an individual piece of research if they request it. Email [email protected] with any requests for information.
    Prices shown include VAT for UK GBP

    Purchase Subscription

    Please select a license option
  • Pinned
    Future Energy markets - an animation
  • Pinned
    Video: The Rethink Energy view of energy markets
  • Pinned
    What is Rethink Energy and how is it delivered
  • 2022
  • Sep
    Aviation decarbonization landmarks to 2050
    Coming Soon

    If you wish to be contacted as soon as this report is available, please enter your email address below.

    Please fill your email address
  • Sep
    Talking with Investors: Future Energy Ventures
    Free To All
  • Sep
    Pipelines and Organic Carrier Ships to Dominate Hydrogen Distribution
    • View Report Details

      This research paper is essential reading for anyone hoping to be on the supply or demand side of the future hydrogen economy. The paper outlines the cost and considerations with hydrogen trade and distribution over different distances and between different regions. Awareness of such factors will be crucial for those looking to secure hydrogen at the most competitive possible price, and for those set to invest billions in the emergence of hydrogen over the coming decades.

      Rethink Store

      Purchase of one report automatically gives you access to all other Rethink Energy material for one year by annual subscription.
      Discounted not-for-profit / academic rates available. Occasionally, certain reports are made available for one-off purchase.
      All inquiries, please contact Simon Thompson at [email protected]
      For UK, price shown includes VAT @ 20%. A VAT receipt will be sent separately.

      Purchase an annual subscription to Rethink Energy Research

      Please select a license option
    • Download Executive Summary
      Please fill your email address
  • Sep
    Natural gas market adjustments show prices to fall after 2024
    • View Report Details

      Rethink looks at how natural gas usage will change over the coming 2 years around electricity generation, home heating and industrial uses in Europe, the USA and China. We take our previous position on gas, as “what would have been” and create a new version of “what will actually happen” as a result of the war.

      Rethink Store

      Purchase of one report automatically gives you access to all other Rethink Energy material for one year by annual subscription.
      Discounted not-for-profit / academic rates available. Occasionally, certain reports are made available for one-off purchase.
      All inquiries, please contact Simon Thompson at [email protected]
      For UK, price shown includes VAT @ 20%. A VAT receipt will be sent separately.

      Purchase an annual subscription to Rethink Energy Research

      Please select a license option
    • Download Executive Summary
      Please fill your email address
  • Aug
    Talking with start-ups: Can this rival the hydrogen sector - a battery that's a fuel
    • View Report Details

      Influit Energy firmly believes that its emergence from stealth will see it rocket to stardom in under two years, replacing hydrogen in the hearts of many, especially the US DoD, as a future fuel for aircraft. It offers a replaceable liquid battery with nano particles, which behaves like a fuel.

      Rethink Store

      Purchase of one report automatically gives you access to all other Rethink Energy material for one year by annual subscription.
      Discounted not-for-profit / academic rates available. Occasionally, certain reports are made available for one-off purchase.
      All inquiries, please contact Simon Thompson at [email protected]
      For UK, price shown includes VAT @ 20%. A VAT receipt will be sent separately.

      Purchase an annual subscription to Rethink Energy Research

      Please select a license option
    • Download Executive Summary
      Please fill your email address
  • Aug
    Talking with Start ups: Electrovaya on the brink of solid state batteries
    • View Report Details

      Electrovaya has avoided competing head on with vast Asian based battery rivals by going after smaller vehicles in Walmart’s distribution centers – now it seeks to take on solid state batteries

      Rethink Store

      Purchase of one report automatically gives you access to all other Rethink Energy material for one year by annual subscription.
      Discounted not-for-profit / academic rates available. Occasionally, certain reports are made available for one-off purchase.
      All inquiries, please contact Simon Thompson at [email protected]
      For UK, price shown includes VAT @ 20%. A VAT receipt will be sent separately.

      Purchase an annual subscription to Rethink Energy Research

      Please select a license option
    • Download Executive Summary
      Please fill your email address
  • Aug
    The swelling pipeline of electrolyzer gigafactories
    • View Report Details

      Manufacturers across the world could be producing more than 100 GW of electrolyzers per year, according to new research from Rethink Energy. A flurry of announcements over the past three years has seen the factory pipeline swell to levels that put the industry on track to satisfy demand over the next five years.

      Rethink Store

      Purchase of one report automatically gives you access to all other Rethink Energy material for one year by annual subscription.
      Discounted not-for-profit / academic rates available. Occasionally, certain reports are made available for one-off purchase.
      All inquiries, please contact Simon Thompson at [email protected]
      For UK, price shown includes VAT @ 20%. A VAT receipt will be sent separately.

      Purchase an annual subscription to Rethink Energy Research

      Please select a license option
    • Download Executive Summary
      Please fill your email address
  • Aug
    Polysilicon manufacturing forecast to 2030 - Video preview
    Free To All
  • Aug
    Polysilicon manufacturing forecast to 2030 - Video Explanation and Update
    • View Report Details

      This video was produced by our solar expert Andries Wantenaar as an update to his previously published forecast ‘Polysilicon manufacturing forecast to 2030’.

      In the video, Andries discusses in detail: the price of polysilicon and solar modules; what has influenced changes in price and the production capacity of major polysilicon manufacturers.

      Rethink Store

      Purchase of one report automatically gives you access to all other Rethink Energy material for one year by annual subscription.
      Discounted not-for-profit / academic rates available. Occasionally, certain reports are made available for one-off purchase.
      All inquiries, please contact Simon Thompson at [email protected]
      For UK, price shown includes VAT @ 20%. A VAT receipt will be sent separately.

      Purchase an annual subscription to Rethink Energy Research

      Please select a license option
    • Download Executive Summary
      Please fill your email address
  • Aug
    BESS to see mass adoption of alternative batteries alongside li-ion; Energy Storage Forecast to 2050
    • View Report Details

      Global 4 hour energy storage on the grid to rise from 67 GWh of storage last year to a massive 12,147 GWh by 2050.

      Rethink Store

      Purchase of one report automatically gives you access to all other Rethink Energy material for one year by annual subscription.
      Discounted not-for-profit / academic rates available. Occasionally, certain reports are made available for one-off purchase.
      All inquiries, please contact Simon Thompson at [email protected]
      For UK, price shown includes VAT @ 20%. A VAT receipt will be sent separately.

      Purchase an annual subscription to Rethink Energy Research

      Please select a license option
    • Download Executive Summary
      Please fill your email address