Rethink Energy Research

We round up our quarterly numbers for 2021, and do a five year forecast on the back of them country by country – with graphs

We ask Elestor CEO Guido Dalessi just why his company is focused on a bromine flow battery to fix industrial batteries for Long Duration Storage on the grid

The marine nature of Norwegian business is behind the chase for floating solar solutions, and this interview with CEO, Per Lindberg gives you an insight into why, and how big this market can get.

Reviews of electrical power in Germany, France, UK, Spain, Italy,

Poland, Czechia, Netherlands, Belgium, Romania, Hungary and

Norway.

When we tried to match our forecasts for EV sales with promises of outputs for lithium ion batteries, we found that the world cannot make enough batteries until 2025, and the US especially will suffer for this.

This forecast is the main central thrust of our research at Rethink Energy, combining the work we have done on all aspects of renewables. We also produce 9 further forecasts during the year each of which come with a spreadsheet and focus on a single area of renewables. The results of those forecasts are included in this one.

It is a forecast of power demand and supply through to 2050. It outlines how the granular, sector-by-sector approach to decarbonization across the globe will redefine not only how energy is traded, but who stands to benefit from the adoption of clean technologies as power demand triples over the coming decades.

The next 3 decades will all witness a massive shift towards electrification of all energy. Rethink anticipates that by 2050, 92% of power will come from net zero sources, up from 41% today.

This week we spoke to Scott Graybeal, CEO at Caelux, who talks us through his company’s approach to placing semi-transparent perovskite on glass for silicon solar panels, which results in 27.5% of energy being converted into energy, for not very much cost at all. (We must apologize to clients for the quality of the video – due to poor transatlantic broadband connection).

At the beginning of 2021 analysts were expecting 200+ GW of solar to be installed, but many of them failed to realize that there was a global shortfall in polysilicon. Rethink said that the maximum would be more like 169 GW, and in the final analysis it turned out to be 164.3 GW solar installed worldwide during 2021, with 61.3 GW installed in Q4. IN this research paper Andries Wantenaar details which market grew, and which ones lost momentum.

This report is automatically available to all Rethink Energy paying customers.

This week we talk to Rick Schwedtfeger, CEO of Leading Edge, a Massachusetts based solar wafer manufacturer which literally “grows” the wafer from melted silicon, rather than making polysilicon. He expects to build momentum for 50 GW of manufacturing come 2030