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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
  • Jun
    Heavy duty transport transition WILL rely more on hydrogen than batteries
    • 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
  • May
    Talking with start-ups: SunOyster Systems
    Free To All
  • Apr
    Global Wind Power Forecast - entering boom phase by 2025
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      We round up our quarterly numbers for 2021, and do a five year forecast on the back of them country by country – with graphs

      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
  • Apr
    Talking with Start Ups: Elestor Hydrogen Bromine battery
    • View Report Details

      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

      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
  • Apr
    Talking with Startups: SunlitSea, why Norway chases floating solar so hard
    • View Report Details

      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.

      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
  • Mar
    European Energy Atlas
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      Reviews of electrical power in Germany, France, UK, Spain, Italy,

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

      Norway.

      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
  • Mar
    There are too few global lithium-ion gigafactories for EVs
    • View Report Details

      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.

      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
  • Mar
    Annual Primary Electricity 2.0: An evolution in forecasting energy
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      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.

      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
  • Mar
    Talking to Start ups: Caelux and its approach to perovskite
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      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).

      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
  • Mar
    Solar overcomes pricing drag, polysilicon and pandemic
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      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 beĀ 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.

      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