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 Feb 05, 2021
Friday Feb 05, 2021
In this episode we discuss GM's 2035 deadline past which they will no longer make internal combustion vehicles, the extremely weak figures for the oil majors in 2020, the Biden Administration's as yet vague ambition to boost offshore wind. We also discuss Panasonic's retreat from solar manufacturing, the trillion dollars bound up in oil and gas pipeline developments.
Friday Jan 29, 2021
Friday Jan 29, 2021
In this episode the Rethink Energy Team discusses: how General Motor's deadline to stop making ICE vehicles from 2035 vindicates Rethink's EV forecast, Tesla's financial results, the shift of engineering talent from ICE to EVs, Elon Musk's jocular $100 million CCUS prize, and China's 50% increase in solar manufacturing capacity during 2020.
Friday Jan 22, 2021
Friday Jan 22, 2021
In this episode of the Rethink Energy Podcast, the team discusses China's astonishing 48.2 GW solar and 71.67 GW wind additions in 2020 and how the wind figure can even be possible; Biden's cancellation of the Keystone pipeline; the last years of America's natural gas development and options to switch fossil fuel infrastructure to hydrogen; and comments from China's provinces on their plans for renewable energy in the coming 14th Five-Year Plan.