Rethink Energy Podcast

Rethink Energy 36: Kyoto Catalyst to vastly improve hydrogen electrolysis

In this episode the Rethink Energy team discusses the new hydrogen electrolysis catalyst developed at Kyoto University, the contrast between Australia's government and the private sector on renewable energy development, and how France's ban on short domestic flights will impact hydrogen and electric-powered aeroplane startups in that country.

Rethink Energy 35: Q1 figures show very strong EV growth

In this episode the Rethink Energy Team discusses the British Government's ongoing promotion of expensive gas and nuclear power, Bombora's wave energy proposal which would be integrated with floating offshore wind projects, how Q1 EV sales figures from China and Europe vindicate Rethink Energy forecasts, and China's large CSP pipeline.

Rethink Energy 34: 178 GW solar expected in 2021

In this episode the Rethink Energy Team discusses our 178 GW expectation for global solar in 2021, the Biden Administration's boost to offshore wind power, our Saudi Arabia country profile, and Raygen's PV-inclusive concentrated solar design.

Rethink Energy 33: Global renewable Capex can peak in the 30s

In this episode the Rethink Energy team discusses how renewable energy Capex can peak globally in the 2030s thanks to cost declines, how the UK, EU, and Indonesia are all clinging to fossil fuels, Vietnam's grid adjustment after the FiT-driven solar boom, and a new form of dense hydrogen storage.

Rethink Energy 32: Solid-Oxide Fuel Cells

In this episode we discuss Noon Energy's Solid-Oxide Fuel Cells, Fortescue Metals' renewable energy and hydrogen plans, Hindenburg's attack on EV startup Lordstown's reputation, TVP Solar's high-temperature vacuum solar thermal heaters, Rethink Energy's latest analysis of future LCOEs for wind and solar, the IEA's latest pro-oil energy forecast, and the surge of component prices in China's solar industry driven by high demand.

Rethink Energy 31: China ‘GDP-First‘ Five-Year Plan

In this episode the Rethink Energy Team discusses China's "GDP-first" 14th Five-Year Plan, the H2Pro hydrogen startup, alleged flaws in Siemens Gamesa's ETES hot rock energy storage, and Power Roll's microgroove approach to thin-film solar and supercapacitors.

Rethink Energy 30: Look Back in Anger

In this episode the Rethink Energy Team discusses our latest report, Look Back in Anger, which examines the next three decades - from the perspective of where things have to be in 2050. We also discuss India's attempts to foster its domestic solar manufacturing industry with a new Basic Customs Duty on imports, the shortage of chips in the automotive industry, and our new 146.5 GW estimate for 2020 solar installations.

Rethink Energy 29: China expands Carbon Market pilot, Drax‘s environmentally dubious biomass switch

In this episode the Rethink Energy team discusses China's expanding Carbon Market pilot, Drax's environmentally dubious biomass expansion in the UK, a correction in hydrogen and other clean energy stocks, and how polysilicon supply threatens to bottleneck a rapidly expanding solar industry in 2021.

Rethink Energy 28: The Texas Debacle and the HyDeal Ambition initiative

In this episode the Rethink Energy Team discusses - 67 GW of green hydrogen planned by the HyDeal Ambition initiative in Spain, Eavor's new type of geothermal energy which copies fracking to deep enough to be used anywhere and doesn't rely on pumps, the Texas blackout debacle, a bill proposing 10 GW floating offshore wind in California.

Rethink Energy 27: Perovskites to seize serious market share by 2030; Big forecasters continue to underestimate impact of green hydrogen and EVs

In this episode the Rethink Energy team discusses our recently released report on perovskites, a novel type of solar photovoltaic while will gain a significant chunk of market share by 2030: Ford's overstated commitment to EVs; and how the major forecasters such as Bloomberg and Wood Mackenzie continue to underestimate the impact that green hydrogen and EVs will have on oil through to 2050.