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In this episode the Rethink Energy team discusses:

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• The EU's adoption of the Net Zero Industry Act is still just a preliminary step, allowing national subsidies for manufacturing - we remain sceptical. Solar wafer production, for example, is better off under the low cost conditions of India.
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• Shell has contracted UK equipment manufacturer Ceres to develop a pressurized solid-oxide electrolyzer (SOEC), for use in high-heat industries - relying on free heat provision to sustain more power-efficient electrolysis.
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