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

Published: April 18, 2024, 7:32 a.m.

In this episode the Rethink Energy team discusses:

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  • New sanctions have required the Chicago Metal Exchange and the London Metal Exchange refuse any new Russian copper, aluminum, and nickel - but this won't cause a price shock at all comparable to the first sanctions rounds.
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  • The prices of polysilicon and solar modules fell yet again, ending four months of price stability and prompting us to ask where the bottom line actually lies.
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  • Japan has invested in hydrogen fuel cell propulsion research which could lead to its domestic aviation being decarbonized ahead of many other places in the world - starting with its 66-strong turboprop fleet.\n
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