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

Published: Jan. 5, 2024, 11:35 a.m.
Duration: 33 minutes 19 seconds

Listed in: Business

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

Published: Dec. 21, 2023, 3:53 p.m.
Duration: 28 minutes 53 seconds

Listed in: Business

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

Published: Dec. 18, 2023, 10:28 a.m.
Duration: 26 minutes 29 seconds

Listed in: Business

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

Published: Dec. 8, 2023, 11:10 a.m.
Duration: 34 minutes 57 seconds

Listed in: Business

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

Published: Dec. 1, 2023, 10:01 a.m.
Duration: 33 minutes 58 seconds

Listed in: Business

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

Published: Nov. 24, 2023, 1:22 a.m.
Duration: 31 minutes 58 seconds

Listed in: Business

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

Published: Nov. 17, 2023, 9:30 a.m.
Duration: 33 minutes 18 seconds

Listed in: Business

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

Published: Nov. 10, 2023, 8:26 a.m.
Duration: 26 minutes 50 seconds

Listed in: Business

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

Published: Nov. 3, 2023, 7:48 a.m.
Duration: 31 minutes 45 seconds

Listed in: Business

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

Published: Oct. 27, 2023, 10:28 a.m.
Duration: 35 minutes 10 seconds

Listed in: Business

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

Published: Oct. 20, 2023, 8:01 a.m.
Duration: 32 minutes 47 seconds

Listed in: Business

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

Published: Oct. 13, 2023, 8:57 a.m.
Duration: 30 minutes 27 seconds

Listed in: Business

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

Published: Sept. 29, 2023, 8:57 a.m.
Duration: 32 minutes 15 seconds

Listed in: Business

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

Published: Sept. 22, 2023, 11:04 a.m.
Duration: 26 minutes 45 seconds

Listed in: Business

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

Published: Sept. 14, 2023, 1:22 p.m.
Duration: 37 minutes 25 seconds

Listed in: Business

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

Published: Sept. 7, 2023, 1 p.m.
Duration: 30 minutes 43 seconds

Listed in: Business

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

Published: Aug. 24, 2023, 1:11 p.m.
Duration: 38 minutes 58 seconds

Listed in: Business

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

Published: Aug. 17, 2023, 1:19 p.m.
Duration: 42 minutes 57 seconds

Listed in: Business

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

Published: Aug. 10, 2023, 1:52 p.m.
Duration: 38 minutes 2 seconds

Listed in: Business

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

Published: Aug. 3, 2023, 1:07 p.m.
Duration: 27 minutes 47 seconds

Listed in: Business

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

Published: July 27, 2023, 12:01 p.m.
Duration: 24 minutes 7 seconds

Listed in: Business

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

Published: July 20, 2023, 12:15 p.m.
Duration: 30 minutes 32 seconds

Listed in: Business

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

Published: July 13, 2023, 11:46 a.m.
Duration: 29 minutes

Listed in: Business

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

Published: July 6, 2023, 12:26 p.m.
Duration: 32 minutes 57 seconds

Listed in: Business

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

Published: June 29, 2023, 11:49 a.m.
Duration: 36 minutes 37 seconds

Listed in: Business

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

Published: June 22, 2023, 1:15 p.m.
Duration: 41 minutes 34 seconds

Listed in: Business

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

Published: June 15, 2023, 1:19 p.m.
Duration: 30 minutes 16 seconds

Listed in: Business

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

Published: June 8, 2023, 12:56 p.m.
Duration: 29 minutes 15 seconds

Listed in: Business

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

Published: June 1, 2023, 1:17 p.m.
Duration: 29 minutes 44 seconds

Listed in: Business

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

Published: May 25, 2023, 11:47 a.m.
Duration: 28 minutes 26 seconds

Listed in: Business

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

Published: May 18, 2023, 2:26 p.m.
Duration: 39 minutes 35 seconds

Listed in: Business

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

Published: May 11, 2023, 2:24 p.m.
Duration: 37 minutes 6 seconds

Listed in: Business

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

Published: May 4, 2023, 1:55 p.m.
Duration: 36 minutes 34 seconds

Listed in: Business

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

Published: April 27, 2023, 12:42 p.m.
Duration: 32 minutes 59 seconds

Listed in: Business

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

Published: April 20, 2023, 12:56 p.m.
Duration: 32 minutes 41 seconds

Listed in: Business

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

Published: April 13, 2023, 1:55 p.m.
Duration: 40 minutes 15 seconds

Listed in: Business

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

Published: April 6, 2023, 1:15 p.m.
Duration: 37 minutes 57 seconds

Listed in: Business

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

Published: March 30, 2023, 1:34 p.m.
Duration: 36 minutes 25 seconds

Listed in: Business

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

Published: March 23, 2023, 2:02 p.m.
Duration: 46 minutes 4 seconds

Listed in: Business

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

Published: March 16, 2023, 2:12 p.m.
Duration: 29 minutes 40 seconds

Listed in: Business

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

Published: March 9, 2023, 2:23 p.m.
Duration: 41 minutes 46 seconds

Listed in: Business

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

Published: March 2, 2023, 1:18 p.m.
Duration: 27 minutes 45 seconds

Listed in: Business

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

Published: Feb. 23, 2023, 1:32 p.m.
Duration: 30 minutes 48 seconds

Listed in: Business

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

Published: Feb. 16, 2023, 1:59 p.m.
Duration: 37 minutes 25 seconds

Listed in: Business

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

Published: Feb. 9, 2023, 1:07 p.m.
Duration: 36 minutes 45 seconds

Listed in: Business

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

Published: Feb. 2, 2023, 2:57 p.m.
Duration: 55 minutes 44 seconds

Listed in: Business

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

Published: Jan. 26, 2023, 1:48 p.m.
Duration: 44 minutes 53 seconds

Listed in: Business

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

Published: Jan. 19, 2023, 3:18 p.m.
Duration: 36 minutes 43 seconds

Listed in: Business

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

Published: Jan. 12, 2023, 1:57 p.m.
Duration: 35 minutes 27 seconds

Listed in: Business

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

Published: Jan. 5, 2023, 2:17 p.m.
Duration: 38 minutes 43 seconds

Listed in: Business

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

Published: Dec. 15, 2022, 2:02 p.m.
Duration: 38 minutes 27 seconds

Listed in: Business

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

Published: Dec. 8, 2022, 1:53 p.m.
Duration: 31 minutes 59 seconds

Listed in: Business

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

Published: Dec. 2, 2022, 3:39 p.m.
Duration: 24 minutes 32 seconds

Listed in: Business

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

Published: Nov. 24, 2022, 11:26 a.m.
Duration: 35 minutes 32 seconds

Listed in: Business

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

Published: Nov. 18, 2022, 9:45 a.m.
Duration: 37 minutes 56 seconds

Listed in: Business

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

Published: Nov. 10, 2022, 2:58 p.m.
Duration: 48 minutes 27 seconds

Listed in: Business

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

Published: Nov. 4, 2022, 12:48 p.m.
Duration: 44 minutes 42 seconds

Listed in: Business

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

Published: Oct. 27, 2022, 11:39 a.m.
Duration: 37 minutes 56 seconds

Listed in: Business

Rethink Energy 109: Sustainable Aviation Fuels and Perovskite

Published: Oct. 20, 2022, 3:30 p.m.
Duration: 26 minutes 50 seconds

Listed in: Business

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

Published: Oct. 13, 2022, 1:25 p.m.
Duration: 40 minutes 38 seconds

Listed in: Business

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

Published: Oct. 6, 2022, 2:35 p.m.
Duration: 42 minutes 22 seconds

Listed in: Business

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

Published: Sept. 29, 2022, 1:46 p.m.
Duration: 35 minutes 38 seconds

Listed in: Business

Rethink Energy 27: Perovskites to seize serious market share by 2030; Big forecasters continue to underestimate impact of green hydrogen and EVs

Published: Feb. 12, 2021, 4:14 p.m.
Duration: 18 minutes 35 seconds

Listed in: Business