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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

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  • 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
  • Nov
    Will FERC transmission delays strangle the IRA and US renewables?
    • View Report Details

      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
  • Nov
    A Guide to Forecasting
    Free To All
  • Nov
    Wind industry blown off course by recession – promises a full recovery
    • View Report Details

      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
  • Oct
    SAF is a Fantasy, and not the TRUE route for decarbonization
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      Rethink Energy’s Aviation forecast takes in all the trends towards SAF, Electricity and Hydrogen at scale, and creates a timeline for dramatic changes to the industry

      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
  • Oct
    Global EV markets rally despite weak overall car sales
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      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.

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

      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
    Talking with Investors: Future Energy Ventures
    Free To All
  • Sep
    Pipelines and Organic Carrier Ships to Dominate Hydrogen Distribution
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      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
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      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
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      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