Rethink Energy Podcast
The Rethink Energy Podcast complements the 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‘ll discuss the week‘s key issues, while providing insight into our own research and forecasts to give clearer insight of where momentum is building through the energy transition. Hosted by: Harry Morgan, Peter White & 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/
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Episodes
Friday Sep 10, 2021
Friday Sep 10, 2021
In this episode the the Rethink Energy team discusses its latest report - on the future of Air conditioning and heating power demand - as well as the use of hydrogen as seasonal electricity storage, and the difficulty lithium will face trying to act as long-duration energy storage.
Friday Sep 03, 2021
Friday Sep 03, 2021
In this episode the Rethink Energy Team discusses the world's first commercial perovskite solar installation from courtesy of Saule Technologies and why other perovskite approaches have encountered delays, and we discuss part of our upcoming green hydrogen forecast - when it will overtake blue and grey hydrogen in various markets and why.
Friday Aug 27, 2021
Friday Aug 27, 2021
In this episode the Rethink Energy Team discusses our new report into Concentrated Solar Power, the blue hydrogen greenwashing which may only just be beginning, and Chinese EV maker Xpeng's expansion into Norway.
Friday Aug 13, 2021
Friday Aug 13, 2021
In this episode the Rethink Energy Team discusses Biden's quest for 50% new cars as EVs by 2030, Exxonmobil's doomed investment strategy, and the IPCC report's political impact.
Friday Aug 06, 2021
Friday Aug 06, 2021
In this episode the Rethink Energy team discusses the Biden Administration's stimulus plan, Vietnam's plans to shift to auctions to incentivize renewables, and the strategy of the oil majors in the context of their quarterly results.
Thursday Jul 29, 2021
Thursday Jul 29, 2021
In this episode the Rethink Energy Team discusses the sudden and unexplained partnership termination enacted by Oxford PV against Meyer Berger, Shell's latest investment strategy, and Bloomberg finally upping its EV forecast to the realms of plausibility.
Friday Jul 23, 2021
Friday Jul 23, 2021
In this episode the Rethink Energy team discusses the EU and China carbon markets, how the EU ban will double EV adoption by 2030 to 116 million, and how deep drilling may enable Finland's first ever geothermal.
Friday Jul 16, 2021
Friday Jul 16, 2021
In this episode the Rethink Energy Team is joined by John Ingram, founder of CSP startup Focal Line Solar, to discuss his views on concentrated solar power, as well as recent news on the EU's emissions targets, Enhanced geothermal's first grid participation in China, and a pro-renewable shift in the US's PJM electricity market relating to the Minimum Offer Price Rule (MOPR).
Friday Jul 09, 2021
Friday Jul 09, 2021
In this episode the Rethink Energy Team discusses the investments which India is incentivizing from its fossil fuel sector into renewable manufacturing, the UAE openly expressing its impatience with the rest of the OPEC cartel's production limits, and a praiseworthy report from the UK's Office of Budget Responsibility which points out various severe threats to the economy from climate change - arguing that energy transition is the cheap option.
Friday Jul 02, 2021
Friday Jul 02, 2021
In this episode the Rethink Energy Team discusses China's 16 GW Baihetan hydropower station, how the steel industry is more prepared to decarbonize than the gas industry, the rapid strengthening of China's domestic solar segment, Texel's aluminum hydride heat storage battery, and Hydrogen Systems Australia's small-scale plasma-based electrolyzers.