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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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    Future Energy markets - an animation
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    Video: The Rethink Energy view of energy markets
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    What is Rethink Energy and how is it delivered
  • 2022
  • Mar
    Talking to start ups: Leading Edge, growing crystal solar
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      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

      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: Quaise Energy and deep geothermal
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      This week Rethink Energy speaks to Carlos Araque of Quaise Energy, who is pioneering new technologies for geothermal, hoping to give all those companies in the oil and gas services space, a future in dispatchable zero emissions energy.

      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
  • Feb
    Polysilicon manufacturing forecast to 2030
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      This study explains how 2022 will be the second and last year of the polysilicon shortage. While the economic rebound of 2021 saw demand exceed supply by 50 GW, with possibly an even bigger gap in 2022, pledges made by several dozen companies should see production capacity triple over the next three years.

      An expansion to nearly 4 million tons of solar-grade polysilicon production capacity will have been announced in the last two months alone. Running at two-thirds capacity utilization would be enough to manufacturer 900 GW of photovoltaics every year.

      The polysilicon shortage will continue to limit worldwide solar installations until mid-2023, in which year 250 GW of polysilicon solar will be commissioned. The price of polysilicon will take at least five years to return to the record low of 2020, but will then decline even further…

      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
  • Jan
    Atlas of Primary Electricity - Asia
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      A 77 page report to the major electricity markets in Asia, their generation assets, the fuels they rely on and the extent to which renewables are welcomed into these markets

      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
  • Jan
    Hydrogen to clean up energy with $10 trillion spend
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      Hydrogen’s worldwide economic explosion will prompt one of the largest shakedowns in energy history and will provide a last-gasp opportunity to decarbonize 25% of all energy consumption.

      As more taxation is applied to carbon emissions, the rise in hydrogen production capacity will see it become the most cost-effective means of energy supply to sectors in all corners of demand.

      These are some of the findings in Rethink’s major new study, Hydrogen to clean up energy with $10 trillion spend which provides a global forecast of hydrogen, by demand through to 2050, with figures and pricing models across 21 key countries and 14 different industry sectors across the economy.

      By the middle of the century, total investment of $10 trillion will have seen the cost of hydrogen fall by over 95% from levels seen in 2020, spurring a 10-fold increase in global demand. In total, 771 million tons of hydrogen will be required per year as the world heads towards net zero emissions on this timeline.

      The journey has already started, with the report pointing to the massive acceleration in market activity over the past year alone, with new gigawatt scale projects and electrolyzer production facilities being announced week-on-week.

      In just two years time, green hydrogen – produced by electrolyzers driven by renewable electricity – will undercut the cost of existing (and polluting) grey hydrogen supplies. By 2026, this will be the case worldwide, even in countries scrambling to make ends-meet from the last of their stranded oil and gas assets. This timeline is also neglecting any sudden breakthroughs that should come to lowering the cost of green hydrogen, which we expect may see costs fall significantly faster than those forecast.

      As exposed through Rethink Energy’s continuous coverage of the energy transition, no industry – from cement makers to hedge funds – will remain untouched.

      Readers will learn that as the inherent cost advantages of a technology falling so rapidly in cost, as green hydrogen replaces oil and gas, it will create a new landscape for geopolitics and clean commodities trading. It will overthrow industries that have been built on corruption and open up swathes of opportunities for developing countries to sustainably capitalize on their (often vast) natural resources.

      Who should read this report?
      Understanding the fledgling hydrogen market is vital for anyone in a multitude of industries, including oil refining, ammonia production, heavy duty transport, steel production, road transport, aviation, home heating, and cement production. This forecast is also relevant to organizations investing in any area of the energy market such as renewable energy developers, existing oil suppliers, investors, traders, energy equipment manufacturers, grid-scale energy storage, government regulators, lobbying firms and strategic decision makers and the utility and power sector.

      For $4,600, you get access to every report, webinar and podcast produced by Rethink Energy in the next 12 months, as well as from the last 12. included in the annual subscription is delivery of Weekly Analysis updates.

      For more information contact:

      Simon Thompson
      E-mail: [email protected]

      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
  • 2021
  • Dec
    Solar installation updates – Q3 2021
    Free To All
  • Nov
    EVs and eMobility - forecast and trajectory
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      Rethink Energy’s definitive 30 year forecast on EVs and eMobility

      With dramatic implications for oil and for investors

      While oil executives (and some car execs too) play at being ostriches, burying their collective heads in the sand (presumably looking for more oil), the acceleration of Electric Vehicle uptake has gone into overdrive.

      During Q3 2021 you were either proved ultimately right about the future or you were proved utterly wrong – the market has accelerated away from all existing forecasts – reality is happening faster than most people’s imagination.

      In Q1 we were still hearing voices talking about how anything between one third and two thirds of Internal Combustion Engines cars would still be on the road by 2050, but by Q3, that particular fantasy was well and truly over – for many people in the oil industry and car industry – it was the wake up call they never wanted – for us at Rethink it was vindication that our forecast numbers were the only ones stacking up.

      Now there is little doubt that oil is having it last hurrah, and that the key thing for owners of oil assets is to extract as much money from the market in the next 6 or 7 years as possible, because as soon as that, the entire market will lose all investor confidence and share prices will collapse.

      By 2030 there will be significant bankruptcies of household names, as many of them have left it too late to move their businesses anywhere sensible. Debt holders will squabble over the remaining corpses, looking for assets worth buying cheap and turning around fast. They will find few.

      This report is essential reading for anyone seeking to fully understand what is happening in the EV market from now till 2050. This includes those planning or investing in any aspect of transport, energy and property including manufacturers, charging networks, battery-makers, or one of the many vendors seeking to supply the EV market and infrastructure. Importantly the forecast is relevant to organizations investing in any area of the energy supply market such as utilities, renewable energy developers, existing oil suppliers, investors, traders, energy equipment manufacturers, grid-scale energy storage, developers, EPCs, energy companies, government regulators, lobbying firms and strategic decision makers.

      For $4,600, 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 delivery an annual subscription to our Weekly Analysis.

      For more information contact:

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

      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
    Warming and Cooling – Forecast, impact on grid electricity
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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 $4,600 and 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, for you and anyone in your company. We will also throw in an annual subscription to our Weekly Analysis.

      For more information contact:

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

      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
    Generation 3.0 Concentrated Solar Power – forecast
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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.

      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
  • Jun
    Green steel - hydrogen forecast in steel sector
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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.

      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