Rethink Energy Research

Our Rethink Energy report, “What a difference a day makes; Biden win triggers solar acceleration,” shows how the US election, the incredible Chinese return to economic health post Pandemic, and the varying reactions to the pandemic has completely restructured the global solar industry.

The most striking conclusion of the report is that the US now has the potential to go into overdrive on solar, and get close to a 500 GW solar target by 2030 – held back only by the lack of a majority in the Senate.

But even a muted response by the Republican Senators would still likely see the US jump from predictions of a Solar capacity of 235 GW, to one above 450 GW, by 2030.

This report sees solar additions globally rise by 105 GW during 2020, barely touched by the pandemic, with annual installs then going up by around 10 GW each year until global installs in 2030 are over 255 GW.

This report from Rethink Energy, part of Rethink Technology Research is available for $800 for an individual license and $1,600 for a corporate license. Customers will also get a free annual subscription to the Rethink Energy weekly analysis.

FORECAST OF HYDROGEN TRANSPORT REVENUES TO 2040

Europe has a clear and credible plan to become the center of the global hydrogen industry as its governments collectively finance the work needed to become the world’s first hydrogen economy.

The end result will be 17 million fuel cell powered vehicles across Europe by 2040 – from under a thousand today.

Covid-19 recovery funding is set to pave for much of the R&D required to power the transition and the new hydrogen industry will grow at a CAGR of over 50%, reaching annual revenues of over $115 billion in Europe alone by 2040. It will have cumulative revenues of over $850 billion by that time.

If you work at a strategy or management level in any energy business that is thinking about a hydrogen project, then this report is essential for your planning, but similarly if you work in any of the transport sectors, from buses and trains, and especially the trucking industry – this report will explain the timing of huge changes coming to your industry sector – potentially helping you plan your business’ future and protect it from dramatic change. So if you manufacture whole  trucks or parts for trucks, or for buses or trains, read this report. If you invest in the transportation sector, read this report. If you think you are safe and that nothing can happen to your business, definitely read this report. Don’t be surprised by your energy future.

Companies mentioned in this report:

AKSO, Alstom, Aoxin, Ballard, BMW, Bombardier, BP, Caterpillar, Cummings, Daimler, DHL, Dongfeng, Enapter, ENC Group, Esso, Evobus, Fiat, Fiat-Chrysler, Feichi, FedEx, Ford, Foton, General Motors, Grove, H2 Energy, Hydrogenics, Hyundai, Hyzon Motors, ITM Power, Iveco, Kenworth, Kustec, Leaf, Linde, MAN, Mercedes-Benz, Nel, New Flyer, Nikola, Peugeot, Plug Power, Renault, SAIC Motor, Scania, Shell, Siemens, Sinotruck, Skoda, Solaris, Solbus, StreetScooter, SunLine, Tata Motors, Tesla, Total, Toyota, Van Hool, VW, Workhorse, Wright Bus, Yong Man, Yutong, Zhongtong

ENERGY POST 2050 AND THE AGE OF RENEWABLES

Energy through the looking glass is a kind of manifesto document to show how the analysts at Rethink Energy see the energy transition going. It’s not only good news either and shows how major market distortions will occur which huge risks to both investors and energy companies.

Sure, renewables wins the race for electricity generation, that’s a given. But until you realize the size and enormity of that task, and its timing, it’s easy to think that it is only about wind, solar and batteries, it’s not.

Already we have a stock in Tesla which has almost no-one in Wall Street recommending, which is flying sky high. Stocks fly on fundamentals, advice from Wall Street, or because a bunch of non-investors believe in them and are ignoring Wall Street’s advice. There is going to be a lot of that.

Tesla is a new market leader that has come unhinged from its fundamentals and has a life of its own. Rethink Energy can see that at least another 15 other stocks will come out of the energy transition, eating up the market capitalization that sits in 100 stocks of companies that are over 100 year old. Out of 60 car manufacturers we expect no more than 15 to survive.

It is a simple 45 page document, showing the rapidly accelerating energy transition and the extent to which it reaches into all the markets adjacent to it. Once you have read it you will look at energy differently.

Anyone who invests in any aspect of energy, property or transport will have to fully understand what is happening in the energy transition. If you work at a decision making level in the utility market, or in one of the many vendors which supply that market, but most importantly invest in any aspect of the energy market, you will need this report.

Companies mentioned in this report:

Alstom Power, Alphabet, Airbus, Apple, Amazon, Anglo American, AntoFagasta, Arris, AstraZeneca, AT&T, Aveva, BAE Systems, Bank of America, Barclays, Boeing, Berkshire Hathaway, BHP Group, BioNTech, Black Rock, Bombardier, Broadcom, BP, Centrica, Chase, Citibank, Comcast, Commscope, Disney, DONG Energy, Dominion, Duke Energy, DGWHyperloop, Equinor, Enel, ESPN, ExxonMobil, EDF, EDP, Engie, EnBW, Eni, E.On, Emerson Electric, Exelon, Facebook, Ferguson, FirstEnergy, Ford, General Motors, General Dynamics, General Electric, Goldman Sachs, Google, Glencore, Hyperloop, Hyperloop Transportation Technologies, Hitachi Transportation, IAG, Iberdrola, Iveco, JP Morgan, JC Penney, Johnson Matthey, Lockheed Martin, Lyft, Moderna, Motorola, Moodys, National Grid, Netflix, Netscape, Neiman Marcus, Northern Rock, NextEra Energy, Nikola, Nissan, Orsted, PG&E, Pace, Pfizer, Philips, Polymetal International, Pennon Group, Persimmon, Raytheon, RWE, Repsol, Rio Tinto, Rolls Royce, Rivian, Schlumberger, Southern Company, S&P, Shell, Siemens Transportation, SSE, Statkraft, Time Warner Media, Total, Toyota, Tesla, Uber, Uniper, Union Pacific, Vattenfall, Vaillant Group, Virgin TransPod, Wal-Mart

This report can be purchases in two ways:
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Rethink Energy.

So how fast will the energy storage happen?

According to our latest report, the take off is so steep, that in the past few weeks alone, enough utilities have committed to buying projects involving energy storage, that the market will double this year, despite coronavirus, and double again next year. Battery Energy Storage (BES) will have a ten year CAGR in excess of 44.8%. Markets do not grow much faster than that.

The report mostly deals in GW (Giga Watts), because much of this market is in 4 hour chunks of battery, translating to 1,462 GWh of battery cells.

Our forecast indicates that 365.5 GW of nameplate energy storage capacity will be installed, in total some 1,462 GWh for the entire market, up from 6.9 GW of BES globally today.

This report is critical to anyone working around grid energy storage. It shows the dramatic acceleration going through the industry right now, after years of companies experimenting with lithium ion battery cells, with the USA at the center of activity.

“Global Battery Energy Storage Forecast to 2030: USA flying start triggers rush for Energy Storage leadership,” is a forecast by region of battery energy storage (BES) their size, rate of install and their effect on renewables profitability.

This report will;

• Give you a key numbers to drop directly into planning spreadsheets
• Give you confidence in your scenarios planning fore BES

Support schemes for the wind sector must be extended to prevent a prolonged slowdown in installations, according to a Rethink Energy analysis. In a quarterly tracking service for Q1 2020, the sector saw a 19% drop in installations against the same period in 2019, despite the fact that lockdown measures weren’t implemented in many of the major markets until March.

In the report entitled Covid-19 flattens Q1 2020 wind additions in major markets, a disruption in China’s domestic installations (down 47%) and in its supply chain exports has meant that early ripples have been felt on a global scale, which will inevitably propagate through the rest of 2020. While some markets have extended subsidy schemes, project deadlines and auctions, other regions that are more resistant to doing so, risk a significant volume of capacity that could quite easily fall by the wayside.

Rethink Energy has collated the figures for developments since the end of 2017, from a range of official national sources as well as its own database of deals in both onshore and offshore sectors, providing in depth insight into the largest markets in the world of wind power.

Quarter 1 of 2020 has been a particularly lousy installation period for solar panels with only one quarter in the past 9, being lower with just 15.8 GW getting installed. The only quarter below this level was in Q3 2019, when China previously installed a record low for the past 5 years.

Rethink Energy has collated the figures for solar developments in the first quarter of 2020, based on government and other sources. The sixteen most important global markets have been covered in detail, amounting to about 70% of global installations.

Those sixteen countries installed just 15.8 GW this quarter, a little more than half of the 31.6 GW installed in the immediately prior quarter, and 1.2 GW less than this quarter a year ago. All of this is placed at the door of Coronavirus, but its impact will likely fall even more heavily in Q2.

This report is crucial for management and team leaders from Developers, EPC, Energy companies, DSOs, equipment vendors or investors will benefit from understanding where solar is currently thriving and where it may suddenlybe emerging.