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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

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    Rethink Energy is about rethinking not only the technologies which lay behind energy generation and storage, but also about the business models and route to market for an entire fledgling industry. The fossil fuel industry is a tough competitor and lobbies governments with unlimited funds, and positions poisonous short termism as the ONLY way forward. The era in which it questions the existence of man made climate change is over, this is the era of what we do about it and who makes money out of the process.

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    • Rethink Energy Issue | Weekly articles, which analyze and discuss the week’s events and disruptions in renewables.
    • Rethink Energy Deals Database | Searchable database of thousands of announced energy deals from the last few years.
    • Rethink Energy Podcast | An audio companion to the Rethink Energy weekly analysis service
    • Rethink Energy report/forecast | The bimonthly delivery of a report/forecast to aid business decisions
    • Rethink Energy webinars | The bimonthly delivery of a report-related webinar
    • Exclusive web access | Paid subscribers have unlimited access to the full Rethink Energy archives held at our website.
    • Access to Rethink Energy’s Editor and Analysts for questions.
    • Full back-up service from our Client Relations team.
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8 September 2021

Warming and Cooling – double whammy for the grid

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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 $2,300 (for 1 reader), 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 also throw in an annual subscription to our Weekly Analysis. That same is true at $3,800 for a corporate license, for any number of subscribers above 2.

    For more information contact:

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

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18 August 2021

Last Chance Saloon for Gen 3 CSP

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    Concentrated Solar Power, which has lain moribund for a decade, is about to be reborn according to a new report from Rethink Technology Research, with global capacity to increase several times over by 2030. Concentrated Solar Power (CSP) will claim its place serving power grids, green hydrogen complexes, and industrial process heat in California, China, Australia, Chile, Spain, Southern Africa, and elsewhere.

    The report, entitled Last Chance Saloon for Gen 3 CSP outlines how new technology developed in the West means that CSP can now provide temperatures of 1,000 degrees Celsius and even higher, enabling the technology to play a role in the decarbonization of the cement, steelmaking, and mining industries. Though still small compared to the photovoltaic or wind power sectors, we expect annual CSP development to be an over $10 billion global industry by the end of this decade.

    This report is essential for senior strategists at power utilities, renewable developers, and EPC companies, investor owned power resources and renewable energy investors. Because much of CSP research is currently at university level, also research laboratories and universities will find it a useful resource. CSP vendors and start-ups, and vendors of related equipment such as mirrors, high-temperature valves, thermal storage tanks and other equipment should buy this report to understand the true scale the industry is set to reach.

    For $2,300 (for 1 reader), 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 also throw in an annual subscription to our Weekly Analysis. That same is true at $3,800 for a corporate license, for any number of subscribers above 2.

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25 June 2021

Renewables set to unlock $2.2 trillion Green Steel Monster

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    Steelmaking – one of the world’s dirtiest industries – will end up becoming of the greatest opportunities for renewable energy, according to a new report from Rethink Technology Research. In the wake of a 1,000-year coal legacy, a combination hydrogen and scrap-based production will see a 20-fold increase in the sector’s demand for clean power, while driving it towards net zero emissions by 2050.

    The report, entitled Renewables set to unlock $2.2 trillion Green Steel Monster outlines how, fueled by the development of emerging economies, the global steel industry will not witness the same peak in demand as coal, oil, and gas within the first half of the century, and will rise by more than 50% through to 2050.

    Without change, by 2050, the steelmaking industry, which currently accounts for around 7% of global emissions, would burn through more than 60% of the remaining carbon budget to keep climate change from surpassing 1.5 degrees Celsius.

    This forecast provides unparalleled insight into the technological, political, and economic drivers behind the steelmaking industry’s largest transition for over 1,000 years, and is essential reading for those throughout the value chain for steel. This encompasses those producing iron ore, scrap steel, hydrogen, and clean energy for innovative steelmaking processes; those developing and investing in these ventures; as well as those trying to decarbonize their steel-dependent supply chains in the automotive, manufacturing, construction, and consumer goods industries.

    This report from Rethink Energy, part of Rethink Technology Research is available for $2,300 for a 1-5 user license and $3,800 for a corporate license. Customers will also get a free annual subscription to the Rethink Energy weekly analysis and full access to our archives.

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5 March 2021

Look Back in Anger: It’s 2050, we are approaching zero emissions – How do you feel?

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    It’s 2050, we are approaching zero emissions – How do you feel?

    The world will move from today’s global electricity generation of 24,219 TWh to a little over double this figure at 53,153 TWh per annum by 2050, with the largest gains in China. Despite this huge increase in power requirement, the world will manage to shift dramatically from the coal and gas based generation of today, to one where renewables – mostly solar and wind – are dominant.

    These are the conclusions of a new report just out entitled “Look Back in Anger,” from Rethink Energy, which builds a 2050 energy model with almost zero emissions, and then looks back at the hurdles which were thrown up to prevent us getting there.

    The foreword points out that in order to forecast change you should practice on industries that actually change – something that Rethink has done for the past 20 years. Change is best understood by a company that has spent the past 20 years looking at the behaviors of Amazon, Google, Apple, Spotify, Qualcomm, Ericsson, 5G and Netflix (as we have). It is not best carried out by researchers who have been trained by oil companies and who have spent their time predicting the same failure to change year after year.

    Look Back in Anger is named after a famous play written in 1956, reflecting the anger of a working class intellectual in a class war he felt he could not win. Perhaps this is how Greta Thunberg will feel aged 48, in 30 years’ time.

    This report from Rethink Energy, part of Rethink Technology Research is available for $2,300 for a single reader license and $3,800 for a corporate license. Customers will also get a free annual subscription to the Rethink Energy weekly analysis and full access to our archives.

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9 February 2021

Perovskites poised to disrupt solar supply chains everywhere

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    Perovskite seems to have been with us for a decade and so far it has not changed anyone’s life, changed the price of solar, or eaten into any company’s profit. Well it’s about to.

    Perovskite solar will invade conventional solar in 3 distinct ways, beginning in the tail end of this year, firstly in tandem with existing silicon cells, then in tandem at the module level with silicon modules and finally in incredibly cheap panels of pure perovskite.

    Perovskite has the potential in the long run to drop solar costs by 80%, but will initially simply offer 33% MORE electricity on a cell, in tandem with silicon, for slightly higher manufacturing costs. Over the next ten years it will cut 50% of traditional solar generation costs, and then continue falling in price.

    These advantages will see perovskites pass 29% of the global market by 2030, and if existing suppliers do not adopt perovskite early, they will fall by the wayside. This will create a landgrab in solar manufacturing all over again, with perovskite leaders able to undercut pricing and double the Levelized Cost of Ownership lead that solar already has over other electricity generating technologies.

    This Report from Rethink Energy is an early take on the market just as it begins to go into a concerted manufacturing effort – starting in Europe, China and the US, with early adopters in Japan and South Korea expected to use the technology to re-ignite their domestic solar industries.

    This report from Rethink Energy, part of Rethink Technology Research is available for $2,300 for a single reader license and $3,800 for a corporate license. Customers will also get a free annual subscription to the Rethink Energy weekly analysis and full access to our archives.

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21 January 2021

Wind accelerates past nuclear, hydro in post covid power markets

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    Wind power will provide the backbone to the electricity sector’s transformation over the coming decade, according to a new report from Rethink Energy, with the technology paving the way for all zero-carbon technologies, accounting for two-thirds of global power production by 2030.

    In the report entitled Wind accelerates past nuclear, hydro in post covid power markets, and it makes it clear that all previous forecasts have under-estimated the appeal of wind by some margin.

    This report is an essential tool to understanding the full landscape and trajectory of markets that are both established and emerging due to the growing wind power sector. The forecast will be of particular use to individuals who are active or looking to be active at any stage in the development of wind power projects, including developers, component vendors, utilities, researchers, and of course, investors.

    This report from Rethink Energy, part of Rethink Technology Research is available for $2,300 for a single reader license and $3,800 for a corporate license. Customers will also get a free annual subscription to the Rethink Energy weekly analysis and full access to our archives.

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