Rethink Energy Podcast

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 re...

In this episode we discuss Moody's underrating of Enel compared to Exxon Mobil and Chevron, we discuss the Chinese segment of our global wind power forecast, Mitsubishi Power's $1.9 billion dollar hydrogen salt cavern energy storage plans in Utah which will help power California, and how the 182mm vs 210mm cell size rivalry is contributing to China's solar manufacturing boom.

In this episode the Rethink Energy team discusses Boston Metal's electrolyzer-based steel-making, a record high year for solar installations globally especially in Vietnam, and what and what the Biden Administration can do for renewables with all three branches of the US government in Democrat hands.

In this episode we discuss Rethink Energy's upcoming wind forecast, how floating wind will be especially important to locations like Japan and the USA, and when we expect US states to bring in bans on internal combustion vehicles.

In this episode the Rethink Energy team discusses the new roadmap laid out by the UK's Climate Change Committee, Greece's exit from coal, QuantumScape's solid-state batteries, and the unexpectedly rapid growth of EVs in Europe.

In this episode we discuss India's renewables targets, South Korea's new 8 GW offshore wind turbine, Exxon Mobil's response to the annus horribilis, and a very interesting Scottish startup.

In which the Rethink Energy team discuss Enel's $226 billion renewable spending plans for the decade, Tesla's massive market capitalization, how China will introduce a carbon tax ahead of the USA, and a revival on the cards for European solar manufacturing.

In which the Rethink Energy team discusses the US's federal Minimum Offer Price Role (MOPR), the UK's ten-point energy plan, the EU's offshore renewable ambitions, and Japan's reaction to the coming Biden admin.

The Rethink team discusses: solar import tariffs under a Biden administration and the pressure that Brazil and Mexico expect from the Democrats; the need for a positive announcement to break negative coverage for EV company Nikola; Iberdrola's massive expansion in the US and elsewhere; the severe stagnation of Indian solar power under Coronavirus lockdowns; and the massive green energy ambition of...

As the US election edges in Biden’s favor, the Rethink team discusses whether a split senate will allow for significant changes to renewable energy policy. In China, a huge quarter for wind continues to drive its turbine manufacturers forward, while South Australia leads the nation’s path towards a future in hydrogen exports.

We're back to results season, and while the oil majors have performed better than expected, their stock price and outlook remain uncertain. The emerging hydrogen market offers a way out, with only minor alternations needed to existing infrastructure.  Meanwhile in Mexico, energy security appears to be distracting left-wing politics from the necessity to transition to renewables. 

While Donald Trump pointed to 'expensive wind power' in the Presidential Debate, the Rethink Team discusses a Lazard report which highlights the opposite. As renewables-focused utilities gain presence in the US, the largest laggards in Europe finally pledge themselves to a coal-free future.  Meanwhile in China, the upcoming 14th five year plan is likely to see solar continue its commodity sta...

As debate sparks around whether or not we have passed peak oil demand, the Rethink team discusses why the IEA has a problem with ambitious forecasting. Meanwhile, massive hybrid projects are popping up in Inner Mongolia and players from China, Canada and the UK rush to compete in Europe's market for clean transport.  

The Rethink Team discusses the different approaches to decarbonizing the steel industry, and why an all guns blazing method will win out.  This comes the same week that the IEA decided that hydrogen was not the solution, in a report which once again shows how obsessed it is with oil and gas. Forecasting companies are much the same, and giving two versions of the truth is unforgivable if we wa...

The Rethink Team discusses new innovation coming out of the Russian solar sector, along with the potential for the hydrogen sector to trickle $12 trillion through the global economy up to 2050. It's also been a quarter of contrasts for the wind sector, with an upsurge in offshore wind presenting one of many opportunities for HVDC transmission.

This week's news includes two contrasting speeches to the UN from the leaders of China and the USA, about climate commitments, as China sets out plans to reach carbon neutrality by 2060. Rethink Energy's analysis shows that this drive continues to come from the solar sector, while the country gears up to lead supply chains in energy storage. With Tesla and Nikola both seeing stock prices falling f...

After 2 weeks off, the Rethink Energy team discusses a period of 'inflection points' for the energy transition, with both BP and General Motors both signalling that their business can't and won't go on as usual.  The US and China are also both making noise around new targets for renewable energy, but how much of this is just political promises?

The Rethink Energy team rounds up the week with a look through a stormy period for US oil, as well as Vietnam's eighth national power plan, which indicates a big shift away from coal, as renewables continue to accelerate. Also on the agenda is clean aviation, and whether fuel cells could penetrate the market from the bottom-up, as well as continued frustration towards analyst firms, who continue t...

Join the Rethink Energy team to discuss the key issues in the world of energy this week. Topics on the cards include: the further capacity being added to the world's largest battery storage campus in the US; why fires are pushing up the cost of silicon in China; and how new research in catalysts could be key to slashing costs of green hydrogen by 2023. 

This week, the Rethink Energy team dives deeper into BP's results and what it will mean for the energy transition if it holds true with its new spending plans for clean technology. Also in the headlines is the unexpected surge for solar installations in China, and the potential for a 20+ GW rush in the final months of 2020. We also discuss the findings from this week's webinar on hydrogen producti...

Join Peter, Harry and Andries as they discuss two of the week's biggest issues in the world of energy. It's been a tough week for the oil majors as quarterly figures start to show the extend of their damage from Covid-19, but things could be worse than they appear at first glance.  Meanwhile the future of solar in the US has a lot riding on the US election, with Chinese manufacturers set to p...

Join the Rethink Energy team as we discuss a huge injection of UK Export Finance into Mozambique - to boost LNG trading between the US and Europe. Meanwhile, we identify why Portugal is the dark horse in the race to lead Europe's green hydrogen economy, the birth of a potential superstar in the floating wind sector and what the outcome will be of China's decision for the future of wafer sizes in t...

Another big week for energy, with promises of varying value coming from even the largest laggards in the oil sector as well as a huge statement of intent from Joe Biden as part of his election campaign. While bringing you up to speed with the weeks issue, Rethink Energy also dips into the world of rail – offering Hyperloop and Hydrogen as two concepts for trains of the future – as well as India’s...

We're back for round two of the Rethink Energy Podcast, with a shorter and snappier format, welcoming Simon Thompson as our host. Serious movements this week in the energy transition as the EU announces renewables at the centre of its first ever hydrogen strategy, while in the US, panic selling becomes the name of the game for utilities with a high dependence on natural gas. Along with these key i...

In our Pilot Episode we discuss Rethink Energy's long duration storage webinar, and what technologies will compete best within the ten hour storage market - will it really be Lithium Ion? We’ll also be discussing a quarter of contrasts for the UK, which has seen very little renewables installations but a very high level of generation, as well as new integrated resource plans coming out of the US,...