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

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

Published: Jan. 26, 2024, 9:03 a.m.

In this week's episode the team discusses:

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  • Rethink Energy's new forecast on Battery Raw Materials, covering the future of nickel, lithium and cobalt supply and demand - and much more.
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  • The world's first big turquoise hydrogen project, which has very high Capex costs but also produces carbon black as a byproduct.
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  • China's 100 GW rooftop solar boom in 2023, and how this is leading to grid congestion and potentially new distributed energy storage requirements.\n
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