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Rethink Energy Podcast

The Rethink Energy Podcast complements Rethink Energy's weekly strategy bulletin, as we dive deeper into the dynamic factors of the energy market. From offshore wind to carbon credits, we discuss the week's key issues, while providing insight into our own research and forecasts to explore where momentum is building through the energy transition. The team: Connor Watts, Bogdan Avramuta, and Andries Wantenaar. If you want to stay ahead of the game, and avoid falling victim to the under-optimism of the market giants, find out more at rethinkresearch.biz/product/rethink-energy/

Rethink Energy Talks Ep. 18: Nuclear Power with Ed Ho, Part 2

61 hours 41 mins; November 07, 2025

Rethink Energy 231: US nuclear strategy, China's future manufacturing dominance, BESS exports up over 400%

24 mins; July 07, 2025

Rethink Energy 230: Flying cars to redouble all-solid-state R&D; VPP progress to accelerate EV adoption via V2G

27 mins; June 22, 2025

Rethink Energy 229: Rio Tinto bets on future lithium price recovery; trends in TOPCon solar technology

24 mins; June 15, 2025

Rethink Energy 228: the latest renewable energy capex costs

20 mins; June 08, 2025

Rethink Energy Talks Ep. 17: discussing Nuclear Power with consultant Ed Ho

68 hours 10 mins; June 01, 2025

Rethink Energy 227: Battery industries up 60%+ in Q1

12 mins; May 26, 2025

Rethink Energy 226: China's power market reform and energy strategy

42 mins; May 18, 2025

Rethink Energy 225: South Korean wind, Polish nuclear, battery supplies

18 mins; May 11, 2025

Rethink Energy Talks Ep. 16: Hystar's PEM electrolyzer manufacturing

30 mins; May 07, 2025

Rethink Energy 224: Spain's historic blackout, thermal energy storage for industry, and the future of the silver shortage

32 mins; May 04, 2025

Rethink Energy Talks Ep. 15: Voltalis demand-side flexibility operation comes to the UK

41 mins; April 29, 2025

Rethink Energy 223: Australia's pumped hydro fleet, Trump kills offshore wind, solar manufacturing output shrinks 45%

29 mins; April 27, 2025

Rethink Energy 222: Trump's tariffs, UK and South Korean zonal pricing, Trina Solar's perovskite licensing

47 mins; April 19, 2025

Rethink Energy 221: Solar manufacturing and the future of silver demand and supply

25 mins; April 05, 2025

Rethink Energy Talks Ep. 14: Meteomatic's weather forecasting for renewable energy

36 mins; April 02, 2025

Rethink Energy 220: Trina Solar's perovskite module, Texas reverts to gas power

38 mins; March 29, 2025

Rethink Energy 219: The 300 MW RWE-TotalEnergies electrolyzer deal , Kelin Electric's $200 million perovskite factory

28 mins; March 22, 2025

Rethink Energy 218: Spain upgrades its hydro to pumped storage, UK cuts offshore wind permitting times, perovskites seek funding

31 mins; March 15, 2025

Rethink Energy 217: Data centers and the energy trilemma, Aus-NZ transmission link

28 mins; March 08, 2025

Rethink Energy 216: Transmission build out limitations, Germany's lacking energy strategy

23 mins; March 01, 2025

Rethink Energy Talks Ep. 13: AXIS Capital and insurance in the energy transition

33 mins; February 24, 2025

Rethink Energy 215: China's power market reforms, Trump Admin's fossil fuel agenda

25 mins; February 22, 2025

Rethink Energy 214: Estonia's underground pumped hydro, green hydrogen's cost-viability

32 mins; February 14, 2025

Rethink Energy Talks Ep. 12: Enervenue's long-duration nickel-hydrogen batteries

34 mins; February 10, 2025

Rethink Energy 213: Batteries versus gas in the capacity market, Western wind OEMs rally

22 mins; February 08, 2025

Rethink Energy 212: Deepseek and future power demand, China's battery exports, VPP adoption

23 mins; February 02, 2025

Rethink Energy 211: Trump quits Paris Accords, solar industry losses and growth, China-US Capex comparisons

25 mins; January 26, 2025

Rethink Energy 210: Hydrostor's compressed-air storage, feed-in tariffs cuts boon for VPPs

33 mins; January 19, 2025

Rethink Energy 209: Data center power demand, China's green hydrogen production cost

22 mins; January 12, 2025

Rethink Energy 208: Nexwafe wafers, solar industry's 500 GW 2024

30 mins; December 22, 2024

Rethink Energy 207: Chinese export controls, 2025 battery pricing, low-light perovskite performance

22 mins; December 15, 2024

Rethink Energy 206: Chinese perovskites, German battery additions

26 mins; December 08, 2024

Rethink Energy 205: Northvolt's collapse, Entrion's deep sea wind

19 mins; December 01, 2024

Rethink Energy 204: China to export 140 GWh energy storage batteries in 2024

18 mins; November 24, 2024

Rethink Energy 203: Solar manufacturing falls by one-third, looming Trump Admin oil and gas agenda

20 mins; November 17, 2024

Rethink Energy 202: The second Trump Administration's energy policy

21 mins; November 10, 2024

Rethink Energy Talks Ep. 11: Halocell talks perovskite low-light performance, commercialization

39 mins; October 08, 2024

Rethink Energy 201: The true price of China's solar panels, carbon fiber production capacity expanding

24 mins; September 28, 2024

Rethink Energy 200: New aircraft designs needed for new fuels, Rethink Energy's new perovskite solar forecast

20 mins; September 20, 2024

Rethink Energy 199: Perovskite tandems reach threshold of viability, SAF's strategic hurdles go well beyond feedstock, large-size wind turbines survive Typhoon Yagi

22 mins; September 14, 2024

Rethink Energy 198: hydrogen combustion engines for trucking, Australian solar reshoring

24 mins; September 06, 2024

Rethink Energy Talks Ep. 10: Lion Energy talks battery energy storage

34 mins; August 30, 2024

Rethink Energy Talks Ep. 9: Hometree talks heat pump adoption

34 mins; August 23, 2024

Rethink Energy 197: South Korea's hydrogen trams, Dominion Energy's $715 million wind turbine installation vessel

22 mins; August 22, 2024

Rethink Energy 196: Hazer Group's turquoise hydrogen, 100 GWh of energy storage batteries manufactured in H1, Ming Yang's floating wind turbine

26 mins; August 15, 2024

Rethink Energy 195: ClearVue's BIPV glass, Illinois SAF fuel incentive

29 mins; August 09, 2024

Rethink Energy 194: solar manufacturing stalls for first time in a decade, SAF pulls ahead of hydrogen in aviation race

29 mins; August 02, 2024

Rethink Energy Talks Ep. 8: Reactive Technologies discusses grid frequency stability

44 mins; August 01, 2024

Rethink Energy 193: China's ammonia-coal co-firing pilot, First Solar's TOPCon patent infringement, offshore wind breakage issues

22 mins; July 26, 2024

Rethink Energy 192: Origami Solar's steel module frame reshoring, Archer Aviation's air taxi eVTOL, Saudi battery fleet

23 mins; July 19, 2024

Rethink Energy 191: Microquanta's cloud-cover perovskite test, Shell's SAF facility smokescreen

24 mins; July 12, 2024

Rethink Energy 190: Fervo Energy commisions Next-gen geothermal plant, biofuels to survive coming US political headwinds

23 mins; July 05, 2024

Rethink Energy 189: South Korean nuclear LCOE strikes contrast with Western new build figures, SMRs and pink hydrogen being planned

25 mins; June 28, 2024

Rethink Energy 188: Perovskites at SNEC, Norway looks to nuclear

28 mins; June 20, 2024

Rethink Energy Talks Ep. 7: Novatech Automation discusses the future grid

46 mins; June 19, 2024

Rethink Energy 187: New Zealand backslides on gas, solar megafactories proposed across Gulf states

25 mins; June 13, 2024

Rethink Energy 186: Solar wafer reshoring better off in India than West; Shell seeks pressurized SOEC electrolyzer

20 mins; June 07, 2024

Rethink Energy 185: Biden Administration doubles down on solar protectionism; Gotion is the latest LFP battery release

33 mins; May 24, 2024

Rethink Energy Talks Ep. 6: Power Roll's microgroove perovskites

39 mins; May 21, 2024

Rethink Energy 184: liquid carbon dioxide energy storage (LCES) pilots come online; Europe's nuclear fleet to host pink hydrogen

23 mins; May 16, 2024

Rethink Energy Talks Ep. 5: Ramboll discusses heat pump adoption

32 mins; May 13, 2024

Rethink Energy 183: Grid battery industry doubles in 2024, US uranium sanctions

25 mins; May 10, 2024

Rethink Energy 182: Rethink Energy's VPP forecast, BHP's bid to acquire Anglo-American, Liquid Hydrogen's potential viability

45 mins; May 03, 2024

Rethink Energy 181: solar industry to place further strain on silver supply, high interest rates interfere with mining expansions

31 mins; April 25, 2024

Rethink Energy 180: New Russia metals sanctions, more solar price declines, Japanese hydrogen aviation

31 mins; April 18, 2024

Rethink Energy 179: Hydrogen Europe conference in Amsterdam, Yellen's 'overcapacity' China visit

46 mins; April 13, 2024

Rethink Energy 178: Huamin's 40 micron solar wafer, China to take 25% market share in EU's EV market this year

33 mins; April 04, 2024

Rethink Energy Talks Ep. 4: TandemPV talks perovskite commercialization

45 mins; April 01, 2024

Rethink Energy 177: Ultra-cheap green power from upscaled wind turbines, Infinium opens E-diesel production facility

26 mins; March 29, 2024

Rethink Energy Talks Ep. 3: EnergyVault talks gravity storage, batteries, hydrogen storage

26 mins; March 28, 2024

Rethink Energy 176: First Solar warns China giants beneficiaries of IRA manufacturing incentives, SOECs can become most powerful electrolyzer type with lifespan improvements

28 mins; March 22, 2024

Rethink Energy 175: Oman to host first new ex-China polysilicon; Airbus faces choice between fuel cells and hydrogen combustion

24 mins; March 15, 2024

Rethink Energy 174: solar manufacturing came to 642 GW in 2023 with China's wafer exports doubling; Green hydrogen delayed, but still receiving $bn investments

26 mins; March 09, 2024

Rethink Energy Talks Ep. 2: ESS talks LDES and solving Germany's coal dilemma

28 mins; March 03, 2024

Rethink Energy 173: Europe pursues blue hydrogen strategy; complaints about China's 16 MW, 18 MW, 20 MW wind turbine upsizing

29 mins; February 23, 2024

Rethink Energy 172: When should your business open a hydrogen refuelling station? China leapfrogs West on pumped hydro

30 mins; February 16, 2024

Rethink Energy 171: Australian solar manufacturing roadmap, Germany's H2 gas power plants, Ascend Elements battery recycling

40 mins; February 09, 2024

Rethink Energy 170: Norsk Hydro's aluminum recycling investment, Green steel benefits from sea-trade interruption

37 mins; February 02, 2024

Rethink Energy 169: Rethink's Battery Raw Materials forecast, turquoise hydrogen's first big project, China's 100 GW rooftop solar boom

38 mins; January 26, 2024

Rethink Energy 168: EU investigates China's EV industry, Tandem PV talks commercialization, Oil tankers greenwash

37 mins; January 19, 2024

Rethink Energy 167: CATL's Indonesian nickel investments, US hydrogen incentives too restrictive on electricity sourcing

32 mins; January 12, 2024

Rethink Energy 166: Geely reveals fast-charging LFP battery; UK plans carbon tax analogous to EU's CBAM

33 mins; January 05, 2024

Rethink Energy Talks Ep. 1: Longevity Partners and ESG within the built environment

28 mins; December 21, 2023

Rethink Energy 165: 2024 copper surplus expectations shaken by Anglo and Panama; Maeve Aero to commercialize hybrid aircraft against H2

26 mins; December 18, 2023

Rethink Energy 164: Rethink publishes new solar module price report; Nuclear sees boost from COP28; US releases IRA guidance

34 mins; December 08, 2023

Rethink Energy 163: Chinese electrolyzers poised to conquer Europe; UK publishes its national battery strategy

33 mins; December 01, 2023

Rethink Energy 162: Global Q3 solar installs at 105 GW; Stellantis, CATL joint battery technology roadmap; Japan Airlines hydrogen flights

31 mins; November 23, 2023

Rethink Energy 161: Lithium investment remains strong despite low prices, China's capacity mechanism secures coal fleet

33 mins; November 17, 2023

Rethink Energy 160: Europe's impractical battery recycling requirements, German skilled workforce shortage affects renewables

26 mins; November 10, 2023

Rethink Energy 159: South Australian grid soon 100% net renewable, Poland's Nanopure Technology selling cathode additives, more North African Chinese hydrogen megaprojects

31 mins; November 03, 2023

Rethink Energy 158: China bans graphite export, EU solar stockpile maybe not all that huge, Farm Bill supports sustainable aviation fuel

35 mins; October 27, 2023

Rethink Energy 157: Global EV markets strong performance, European Union adopts hydrogen target, Australian report advocates CSP

32 mins; October 20, 2023

Rethink Energy 156: Rethink Energy's new EV battery technology forecast; xBC, heterojunction jostle with TOPCon as next PV cell mainstream

30 mins; October 13, 2023

Rethink Energy 155: LG Chem enters LMFP manufacturing in Morocco; UK may be weak link in UK-German hydrogen partnership

32 mins; September 29, 2023

Rethink Energy 154: N-Type solar to contribute to silver shortage; oil giants will adopt green hydrogen at refineries, accelerating transition

26 mins; September 22, 2023

Rethink Energy 153: Saudi and US look at African mining investment partnership; Power Roll’s microgroove perovskites to see factory in 2024

37 mins; September 14, 2023

Rethink Energy 152: Can hydrogen combustion save trucking?; Saudi to host 46GW polysilicon factory

30 mins; September 07, 2023

Rethink Energy 151: Perovskite begins multi-GW commercialization in 2026; Silicon, sodium, and solid-state, the next decade for batteries

38 mins; August 24, 2023

Rethink Energy 150: China's weak recovery continues to dampen metal markets; TandemPV bides time in search of greater solar efficiency

42 mins; August 17, 2023

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Rethink Energy Podcast

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