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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 149: China on track to install 200 GW solar in 2023; Albemarle raises revenue goals putting faith in lithium rebound

38 mins; August 10, 2023

Rethink Energy 148: DoD doubles financial support for US rare earths; Germany upgrades H2 targets closer to Rethink predictions

27 mins; August 03, 2023

Rethink Energy 147: PPA Indexation the next step for the wind industry; Deep sea mining sees another much needed delay

24 mins; July 27, 2023

Rethink Energy 146: Tata invests $5.2 billion in UK battery factory; Germany raises €12.6 billion in offshore wind auction

30 mins; July 20, 2023

Rethink Energy 145: Solar jobs to hit 13.7 million by 2035; Quartz sand to remain thorn in side of solar manufacturers

29 mins; July 13, 2023

Rethink Energy 144: Countries uprate solar targets in further deployment push; Battery industry still can't decide on sodium

32 mins; July 06, 2023

Rethink Energy 143: Will Iridium be a problem for H2?; Interview with perovskites company; IRENA 1.5C pathway report

36 mins; June 29, 2023

Rethink Energy 142: Rethink updates battery gigafactory count; Scandinavian solar unexpected success explained; SMR company promises $20/MWh

41 mins; June 22, 2023

Rethink Energy 141: Quarterly solar figures show strong Q1; Innolith debuts newly available electrolyte; Auto OEMs invest in Brazilian nickel

30 mins; June 15, 2023

Rethink Energy 140: Rethink Energy supply chain pricing, Solar efficiency breakthroughs, Gotion in talks for Moroccan battery gigafactory

29 mins; June 08, 2023

Rethink Energy 139: Maritime decarbonization, solar supply chain and Energy Vault

29 mins; June 01, 2023

Rethink Energy 138: Global EV forecast to 2050, Chinese energy reforms and $20/MWh nuclear

28 mins; May 25, 2023

Rethink Energy 137: Hydrogen industry forecast to 2050, Polysilicon production projections and First Solar joins perovskite game

39 mins; May 18, 2023

Rethink Energy 136: Allkem and Livent merge; China sees shallow offshore solar investment; Nikola to leave Europe in rush to use US incentives

37 mins; May 11, 2023

Rethink Energy 135: Platinum industry to see H2 induced shortage; Q1 solar manufacturing up 50-100%; US Republicans continue solar sabotage

36 mins; May 04, 2023

Rethink Energy 134: H2's role in road transport; Suppliers pledge quartz sand production increase; Germany bans new gas boilers from 2024

32 mins; April 27, 2023

Rethink Energy 133: Global Q4 2022 solar numbers explained; US considers crippling its own solar industry; China looks to African H2 ownership

32 mins; April 20, 2023

Rethink Energy 132: Macron China visit enables energy cooperation; 7 US states seek $1.25bn for hydrogen hub; New Toyota CEO alters EV path

40 mins; April 13, 2023

Rethink Energy 131: Japan's new hydrogen strategy to need $113bn; OPEC+ cuts oil output; Australia puts $10bn to national reconstruction fund

37 mins; April 06, 2023

Rethink Energy 130: EU makes e-fuel exception; EnerVenue commits to Kentucky gigafactory; Vietnam looks at new mechanism to support renewables

36 mins; March 30, 2023

Rethink Energy 129: VW Group to spend $130 billion on electrification; The EU announces its response to the IRA; The EIA publishes its Energy Outlook

46 mins; March 23, 2023

Rethink Energy 128: EU finalizes electricity market reform proposal; Green steel to accelerate faster than expected; IRA talks progress ahead of guidance

29 mins; March 16, 2023

Rethink Energy 127: Petrobras eyes $70 billion offshore wind investment; Quartz sand crucibles become new solar bottleneck; Ford rejoins ADAS race

41 mins; March 09, 2023

Rethink Energy 126: New report says LFP to dominate global EV battery market; Germany looks to merge grid operators; Chile plans 3GW hydrogen project

27 mins; March 02, 2023

Rethink Energy 125: $6bn project kickstarts Canadian hydrogen industry; 700 GW solar added to the world’s grids in 2025 alone?; Tata and Uber sign fleet deal in boost for India’s EV market

30 mins; February 23, 2023

Rethink Energy Podcast 124: Ford and CATL put $3.5bn to US LFP factory; $8.6bn in Portuguese wind is good for green H2; China restricts solar IP

37 mins; February 16, 2023

Rethink Energy 123: North and Baltic Seas see green hydrogen investment; China exports 160GW of solar in 2022, increases manufacturing to 40GW this January alone

36 mins; February 09, 2023

Rethink Energy 122: China looks to ban technology exports; Rethink Publishes flagship energy forecast; Japanese automotive industry shakeup indicates change ahead

55 mins; February 02, 2023

Rethink Energy 121: India sets out plans towards hydrogen future; EU Commission moves towards CfDs in energy market reform; US transmission efforts lag behind China

44 mins; January 26, 2023

Rethink Energy 120: EU Commission president proposes IRA lookalike; Britishvolt enters administration in hit to UK battery manufacturing; Plans materialize for the first transatlantic hydrogen flight

36 mins; January 19, 2023

Rethink energy 119: GM, Google & RMI put up cash to underwrite VPP era; India's solar demand not yet met by domestic production; Gas prices plummet to pre-war levels

35 mins; January 12, 2023

Rethink Energy 118: Chinese solar module costs fall as supply chains catch up; China's green energy hub omits hydrogen from plans; US postal service caves and buys electric vehicles to replace fleet

38 mins; January 05, 2023

Rethink Energy 117: Canada publishes Critical Minerals Strategy; EU creates group with goal of 30GW solar manufacturing capacity; Meyer Burger gathers perovskite companies in quest for 30%+ tandem

38 mins; December 15, 2022

Rethink Energy 116: DoC exposes level of solar import tariff circumvention

31 mins; December 08, 2022

Rethink Energy 115: Spanish renewables auction sells just 45MW out of 3.3GW; Thailand joins Asian hydrogen trend; Mazda puts $11 billion to electrification too late

24 mins; December 02, 2022

Rethink Energy 114: Enel €21bn assets sale, 10GW Queensland hydrogen, wind and solar farm, Energy Vault moves towards Li-ion

35 mins; November 24, 2022

Rethink Energy 113: Eavor's geothermal can scale rapidly, South Australia curtails solar, lithium supply chain bottleneck to persist years

37 mins; November 18, 2022

Rethink Energy 112: $4bn Duke Energy deal, COP27 and rooftop solar payments in Idaho

48 mins; November 10, 2022

Rethink Energy 111: Brazilian election, billion dollar Asian hydrogen trends and Chinese energy storage targets

44 mins; November 04, 2022

Rethink Energy 110: $2.8bn DoE investment into battery raw materials, Singapore commits to hydrogen, worrying times for wind

37 mins; October 27, 2022

Rethink Energy 109: Sustainable Aviation Fuels and Perovskite

26 mins; October 20, 2022

Rethink Energy 108: GM opens battery to homes, the future of the aviation industry and EV sales

40 mins; October 13, 2022

Rethink Energy 107: RWE Buys ConEd for $6.8bn, Meyer Burger and the European PV Market, and Offshore Energy Islands in the North Sea

42 mins; October 06, 2022

Rethink Energy 106: Year on Year Solar Installations, Car Rental Firms Turn to EV Charging Stations and Hydrogen Diesel Cost Parity

35 mins; September 29, 2022

Rethink Energy 105: Record 5GW Green Ammonia Deal, US EV Charging Infrastructure and Lithium Price

43 mins; September 22, 2022

Rethink Energy 104: Hydrogen Transportation, Flow Batteries and the African Energy Market

34 mins; September 15, 2022

Rethink Energy 103: Decentralized Hydrogen Production, CdTe Modules, Battery Materials

35 mins; September 08, 2022

Rethink Energy 102: Natural Gas Market Forecast

29 mins; August 25, 2022

Rethink Energy 101: Electrolyzer Gigafactories and the Hydrogen Demand

22 mins; August 18, 2022

Rethink Energy 100: Polysilicon Production, Electrolysis Efficiency and Sustainable Aviation Fuels

32 mins; August 12, 2022

Rethink Energy 99: Big oil bolsters shareholder pockets, blind to 2024 downturn

35 mins; August 05, 2022

Rethink Energy 98: Ford adopts CATL's new battery design, utility-scale solar dented

40 mins; July 29, 2022

Rethink Energy 97: The effect of high solar module prices on utility scale projects

32 mins; July 22, 2022

Rethink Energy 96: The influence of solar energy up to 2050

38 mins; July 15, 2022

Rethink Energy 95: How will Volkswagen integrate its new Europcar acquisition?

30 mins; July 08, 2022

Rethink Energy 94: The role hydrogen will play in the decarbonization of the transport industry

39 mins; June 23, 2022

Rethink Energy 93: EU back US policy on slave labor in China

38 mins; June 16, 2022

Rethink Energy 92: Biden declares solar tariff moratorium

32 mins; June 09, 2022

Rethink Energy 91: China overtakes US on EVs, border taxes path to global carbon price

33 mins; June 02, 2022

Rethink Energy 90: Australian election to boost hydrogen complexes

41 mins; May 27, 2022

Rethink Energy 89: Alternative battery technologies take market share from lithium on the grid

38 mins; May 19, 2022

Rethink Energy Podcast 88: Five energy ministers want Europe to reach 1,100 GW of photovoltaics by 2030

42 mins; May 12, 2022

Rethink Energy Podcast 87: Biden manages $3 billion for batteries, EU sanctions Russian oil

26 mins; May 05, 2022

Rethink Energy Podcast 86: Poland and Bulgaria's gas cut

56 mins; April 28, 2022

Rethink Energy Podcast 85: A-SMACC rumblings threaten US solar developers

38 mins; April 24, 2022

Rethink Energy 84: Chinese advance on wind and energy manufacturing

30 mins; April 16, 2022

Rethink Energy 83: 92.5 GW wind, sulfur battery from Theion, First Solar working on commercially available tandem module

32 mins; April 07, 2022

Rethink Energy 82: Battery shortage through to 2025

42 mins; March 31, 2022

Rethink Energy 81: Annual Primary Electricity Forecast 2.0

33 mins; March 25, 2022

Rethink Energy 80: 164 GW solar installed worldwide in 2021

28 mins; March 18, 2022

Rethink Energy 79: Geothermal at 10 km depth and beyond

26 mins; March 11, 2022

Rethink Energy 78: How will EU, Indian and Chinese energy strategy change with the West sanctioning Russia?

17 mins; March 04, 2022

Rethink Energy 77: Can Europe quit Russian gas?

32 mins; February 25, 2022

Rethink Energy 76: California looks to solar plus storage, not wind

31 mins; February 18, 2022

Rethink Energy 75: Indian solar complex put on hold due to supply chain

27 mins; February 15, 2022

Rethink Energy 74: China takes hydrogen lead

31 mins; February 04, 2022

Rethink Energy 73: China's offshore wind leaps forward

29 mins; January 28, 2022

Rethink Energy 72: Hydrogen Forecast

33 mins; January 21, 2022

Rethink Energy 71: CCUS valid for clean cement production, Feenstra heat pump debut

26 mins; January 14, 2022

Rethink Energy Podcast 70: Cummins-Sinopec electrolyzer gigafactory

26 mins; January 07, 2022

Rethink Energy Podcast 69: US' lukewarm EV policy, Australia's future with 500 GW of hydrogen electrolysis

26 mins; December 17, 2021

Rethink Energy Podcast 68: China doubles down on desert complexes, how to reach 100% EVs, Iraq's post-oil fate

31 mins; December 10, 2021

Rethink Energy Podcast 67: EV and oil Forecast, Q3 solar deployments, Sinopec's hydrogen

34 mins; December 03, 2021

Rethink Energy Podcast 66: US Hydrogen Credits

25 mins; November 26, 2021

Rethink Energy Podcast 65: Ammonia-powered shipping

19 mins; November 19, 2021

Rethink Energy Podcast 64: After COP26

31 mins; November 12, 2021

Rethink Energy Podcast 63: At COP26

18 mins; November 05, 2021

Rethink Energy 62: Pre COP 26

18 mins; October 29, 2021

Rethink Energy 61: UK's energy strategy persists with nuclear

19 mins; October 22, 2021

Rethink Energy 60: IEA's energy report concedes grounds to energy transition

18 mins; October 15, 2021

Rethink Energy 59: global coal and gas crisis

20 mins; October 08, 2021

Rethink Energy Podcast 58: Coal and gas shortages, Ford's EV progress

19 mins; October 01, 2021

Rethink Energy Podcast 57: OECD tries to water down EU carbon border tax

19 mins; September 17, 2021

Rethink Energy Podcast 56: HVAC Report released

19 mins; September 10, 2021

Rethink Energy Podcast 55: World's first commercial perovskite installation

18 mins; September 03, 2021

Rethink Energy Podcast 54: CSP report released, blue hydrogen greenwashing takes shape

20 mins; August 27, 2021

Rethink Energy Episode 53: Biden's quest for 50% EVs

17 mins; August 13, 2021

Rethink Episode 52: Biden Admin's stimulus plan, and the Oil Majors' strategy with a recovered oil price

21 mins; August 06, 2021

Rethink Episode 51: Oxford PV's falling-out with Meyer Berger

17 mins; July 29, 2021

Rethink Energy Podcast 50: EU bans ICE cars from 2035

18 mins; July 23, 2021

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Rethink Energy Podcast

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