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 Jun 25, 2021

In this episode the Rethink Energy Team is joined by highly experienced renewables journalist Peter Kelly Detwiler to discuss the future of EVs and their on-grid participation. We also cover Rethink Energy's latest report covering the hydrogen transition which the global steel industry is about to embark on, the US startup Breeze which plans to use pipelines as compressed-air energy distribution, The US' budding plans to develop its own solar manufacturing industry, and the marine energy startup Eco Wave Power.

Friday Jun 18, 2021

In this episode the Rethink Energy Team discusses the looming mass low-price selloff of Permian Basin oil assets, how the latest monthly EV sales figures from Europe surpass even our forecasts, our Spain country profile, The "B3W" Build Back Better World initiative to mobilize $40 trillion of private finance from the West for the energy transition, the UK Climate Change Committee's milquetoast criticisms of the government, kWhAanalytics' update to the expected degradation of solar projects, and on-site spiral welding enabling larger wind turbines to be erected unhampered by transportation size limits.
We are also extending an open invitation to our listeners, to participate on our podcast!

Friday Jun 11, 2021

In this episode the Rethink Energy Team discusses an estimated 30 GW of soalr installed worldwide in Q1, a new wind power technology with five times the generation density per square kilometer, the pressure Royal Dutch Shell is coming under to decarbonize, and EV maker Lordstown's continued woes.

Friday Jun 04, 2021

In this episode the Rethink Energy team discusses Mercedes-Benz's investment in green steel, Vietnam's 5.4 GW pipeline of wind to be built in 2021, Brazil's drought and the related issues of hydropower and the rainforest, and NREL's energy storage predictions for the US.

Tuesday Jun 01, 2021

In this episode the Rethink Energy team discusses the multi-GW floating offshore wind platforms to be built in Icelandic waters, Malta Inc's thermal pumped energy storage, how Mexico's turn against renewables may be set in stone in the midterm elections this week, and how we expect oil consumption to reach its second peak in 2031, having never fully returned to 2019 numbers.

Friday May 21, 2021

In this episode the Rethink Energy Team discusses the UK's post-EU carbon market, the IEA's report forecasting even more renewable energy than we expect, India's anti-dumping probe against almost all solar cells used in the country last year, the latest accusations of forced labor against the Chinese polysilicon industry, and Algeria's stagnant energy policy.

Friday May 14, 2021

In this episode the Rethink Energy Team discusses the Biden Administration's approval of the 800 MW Vineyard Wind offshore wind project, the IEA's minerals report, the likelihood of Europe reaching a mooted 20 GW solar manufacturing capacity, Ocean Sun's floating solar in Colombia, the Colonial Pipeline hack, and Vietnam's 6% cut to coal generation in 2021 even as its demand grows.

Friday May 07, 2021

In this episode the Rethink Energy Team discusses: how US oil majors are more concerned with paying down debt, dividends or share buybacks than with the energy transition; a 17 GW set of five solar projects in Urumqi, the capital of Xinjiang; Chile's potential as a hydrogen giant; and the implications of rocketing steel prices.

Friday Apr 30, 2021

In this episode the Rethink Energy Team discusses $8 billion in US government funding for transmission infrastructure, the oil majors' results and the implication for their renewables investments, China's last-minute attendance at the Climate Summit, and vertical-axis wind turbines.

Friday Apr 23, 2021

In this episode the Rethink Energy team discusses a new hydrogen production process that uses solar power directly without electrolysis, the Earth Day Summit and international climate targets, China's 30 GW five-year energy storage ambitions, and some pro-gas bills in the aftermath of the February Texas powercut, and our upcoming Steel Report forecasting global demand and decarbonisation.

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