Rethink Energy Research

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  Hydrogen’s worldwide economic explosion will prompt one of the largest shakedowns in energy history and will provide a last-gasp opportunity to decarbonize 25% of all energy consumption.

  As more taxation is applied to carbon emissions, the rise in hydrogen production capacity will see it become the most cost-effective means of energy supply to sectors in all corners of demand.

  These are some of the findings in Rethink’s major new study, Hydrogen to clean up energy with $10 trillion spend which provides a global forecast of hydrogen, by demand through to 2050, with figures and pricing models across 21 key countries and 14 different industry sectors across the economy.

  By the middle of the century, total investment of $10 trillion will have seen the cost of hydrogen fall by over 95% from levels seen in 2020, spurring a 10-fold increase in global demand. In total, 771 million tons of hydrogen will be required per year as the world heads towards net zero emissions on this timeline.

  The journey has already started, with the report pointing to the massive acceleration in market activity over the past year alone, with new gigawatt scale projects and electrolyzer production facilities being announced week-on-week.

  In just two years time, green hydrogen – produced by electrolyzers driven by renewable electricity – will undercut the cost of existing (and polluting) grey hydrogen supplies. By 2026, this will be the case worldwide, even in countries scrambling to make ends-meet from the last of their stranded oil and gas assets. This timeline is also neglecting any sudden breakthroughs that should come to lowering the cost of green hydrogen, which we expect may see costs fall significantly faster than those forecast.

  As exposed through Rethink Energy’s continuous coverage of the energy transition, no industry – from cement makers to hedge funds – will remain untouched.

  Readers will learn that as the inherent cost advantages of a technology falling so rapidly in cost, as green hydrogen replaces oil and gas, it will create a new landscape for geopolitics and clean commodities trading. It will overthrow industries that have been built on corruption and open up swathes of opportunities for developing countries to sustainably capitalize on their (often vast) natural resources.

  Who should read this report?
  Understanding the fledgling hydrogen market is vital for anyone in a multitude of industries, including oil refining, ammonia production, heavy duty transport, steel production, road transport, aviation, home heating, and cement production. This forecast is also relevant to organizations investing in any area of the energy market such as renewable energy developers, existing oil suppliers, investors, traders, energy equipment manufacturers, grid-scale energy storage, government regulators, lobbying firms and strategic decision makers and the utility and power sector.

  For $4,600, you get access to every report, webinar and podcast produced by Rethink Energy in the next 12 months, as well as from the last 12. included in the annual subscription is delivery of Weekly Analysis updates.

  For more information contact:

  Simon Thompson
  Dt Tel: +44 (0)1280 820560
  E-mail: [email protected]

  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

  Choose LicenseRethink Energy License - $4600Please select a license option
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  Rethink Energy’s definitive 30 year forecast on EVs and eMobility

  With dramatic implications for oil and for investors

  While oil executives (and some car execs too) play at being ostriches, burying their collective heads in the sand (presumably looking for more oil), the acceleration of Electric Vehicle uptake has gone into overdrive.

  During Q3 2021 you were either proved ultimately right about the future or you were proved utterly wrong – the market has accelerated away from all existing forecasts – reality is happening faster than most people’s imagination.

  In Q1 we were still hearing voices talking about how anything between one third and two thirds of Internal Combustion Engines cars would still be on the road by 2050, but by Q3, that particular fantasy was well and truly over – for many people in the oil industry and car industry – it was the wake up call they never wanted – for us at Rethink it was vindication that our forecast numbers were the only ones stacking up.

  Now there is little doubt that oil is having it last hurrah, and that the key thing for owners of oil assets is to extract as much money from the market in the next 6 or 7 years as possible, because as soon as that, the entire market will lose all investor confidence and share prices will collapse.

  By 2030 there will be significant bankruptcies of household names, as many of them have left it too late to move their businesses anywhere sensible. Debt holders will squabble over the remaining corpses, looking for assets worth buying cheap and turning around fast. They will find few.

  This report is essential reading for anyone seeking to fully understand what is happening in the EV market from now till 2050. This includes those planning or investing in any aspect of transport, energy and property including manufacturers, charging networks, battery-makers, or one of the many vendors seeking to supply the EV market and infrastructure. Importantly the forecast is relevant to organizations investing in any area of the energy supply market such as utilities, renewable energy developers, existing oil suppliers, investors, traders, energy equipment manufacturers, grid-scale energy storage, developers, EPCs, energy companies, government regulators, lobbying firms and strategic decision makers.

  For $4,600, we will give you access to every report, webinar and podcast we produce in the next 12 months, as well as from the last 12. We will delivery an annual subscription to our Weekly Analysis.

  For more information contact:

  Simon Thompson
  Dt Tel: +44 (0)1280 820560
  E-mail: [email protected]
  

  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

  Choose LicenseRethink Energy License - $4600Please select a license option
• Download Executive Summary
  Please fill your email address

  Direct Marketing

  Here at Rethink Research, we take your privacy seriously and will only use your personal information to help provide the services you have requested from us. However, we want you to be the first to know about our new products and services, and, from time to time, we would like to tell you about these. Please confirm if you are happy for us to contact you:

  Email

  Telephone

  You can opt-out from marketing at any time by sending us an email.
  To view our full Privacy Policy please click here.

  Download Executive Summary

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  There have been many fatalistic claims that global warming will break the grid, as more and more people buy air conditioning – but few studies have seriously tried to put a value in TWh on the size of the problem

  In this report from Rethink Energy, entitled “Warming and Cooling – double whammy for the grid” we have tried to put genuine figures which show that as more cooling is installed and as home heat gets decarbonized in HVAC, global utilities will need to lay on more than 1,500 TWh in fresh power resources – collectively about the same amount of electricity that India supplies to its 1 billion citizens.

  This report shows that the problems which assail the modern grid are not where you would expect. When we confine our search to the top 21 countries in terms of electricity output, we find that it is countries like the UK, Italy, South Korea and Japan which will be hit hardest, trying to convert their total reliance on natural gas into new resources that start as renewables and are delivered through the existing grid.

  If you have any responsibility for long term IRPs for a utility, or long term generation planning you should buy this report, all renewable energy providers should also buy this report to demonstrate long term investment opportunities. Investors in the energy sector should also buy this report.

  The Rethink Energy global electricity model is the basis of this and many of our other reports and shows long term trends in renewable energy and the rate of energy transition from fossil fuels.

  For $4,600 and we will give you access to every report, webinar and podcast we produce in the next 12 months, as well as from the last 12, for you and anyone in your company. We will also throw in an annual subscription to our Weekly Analysis.

  For more information contact:

  Simon Thompson
  Dt Tel: +44 (0)1280 820560
  E-mail: [email protected]
  

  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

  Choose LicenseRethink Energy License - $4600Please select a license option
• Download Executive Summary
  Please fill your email address

  Direct Marketing

  Here at Rethink Research, we take your privacy seriously and will only use your personal information to help provide the services you have requested from us. However, we want you to be the first to know about our new products and services, and, from time to time, we would like to tell you about these. Please confirm if you are happy for us to contact you:

  Email

  Telephone

  You can opt-out from marketing at any time by sending us an email.
  To view our full Privacy Policy please click here.

  Download Executive Summary