Rethink Energy 142: Rethink updates battery gigafactory count; Scandinavian solar unexpected success explained; SMR company promises $20/MWh
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Rethink Energy updates its battery manufacturing capacity forecast up to 2030 with the market growing by 50% yearly over the next 3 years as Europe and the US finally enter the ring, but will still fail to address China's stranglehold of the industry. Scandinavian solar deployments continue to impress considering the region's infamous lack of solar irradiance. Small modular reactor company Copenhagen Atomics targets $20/MWh heat through its thorium-liquid salt breeder reactor despite recent SMR cost increases.
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