Rethink Energy Podcast

Ford signs a deal with CATL to build a $3.5 billion LFP battery factory in Michigan for 2026, marking what could be a wave of intellectual property deals with Chinese battery leaders to produce price-competitive batteries in the US while maybe still complying with IRA subsidies. Portugal sees $8.6 billion investment in wind which will likely spill out towards hydrogen production in the future. Chi...

The North and Baltic seas see investment looking at future green hydrogen production from wind energy. China exports nearly 160GW of solar in 2022, and manufactures 40GW this January alone. Australia begins a consultation on developing a domestic battery manufacturing industry to complement its massive domestic mining resources.

China looks to ban technology exports affecting the solar and semiconductor industries as it heightens trade-war tensions. Rethink publishes our flagship annual publication covering the sources of electricity going forwards, while predicting the implications of a changing energy mix and who will come out ahead in the future. Japanese automotive manufacturers continue to not put enough money toward...

India has set forwards investment for a domestic hydrogen production industry. The EU Commission has begun its consultation to reforms in its domestic energy market aimed at protecting consumers from the volatility of natural gas prices. US transmission investment remains muted compared to staggering Chinese investment

The EU Commission President, Ursula Von der Leyen, announces plans for further stimulus for the European Union that looks rather similar to the US' Inflation Reduction Act tax break incentives. Britishvolt enters administration in a significant blow to UK battery manufacturing. Finally plans for the first transatlantic flight powered by hydrogen are unveiled.

GM, Google, and the Rocky Mountain Institute gather a consortium of companies seeking to expand the use of virtual power plants (VPP) in the US. Despite imposing tariffs on Chinese solar components, India does not have the domestic manufacturing capacity to meet this year's demand. Gas prices plummet to pre-war levels in Europe as a result of the region's effort in sourcing alternatives and a mild...

In this episode the team discusses how the price of Chinese solar modules has begun to fall because of supply chain investment bearing fruit, particularly in the supply chain for polysilicon. China lays out plans for a $12 billion energy hub in Inner Mongolia, with little concern given to hydrogen production, something that we think could be added later. Finally the United States Postal Service ha...

Canada introduces its critical mineral strategy alongside $4 billion to support the US' battery and EV manufacturing ambitions. The EU commission launches the Photovoltaic Industry Alliance with the goal of developing a 30GW solar manufacturing base, and Meyer Burger creates a perovskite consortium to further tandem cell development after its departure from working alongside Oxford PV.

The US Department of Commerce publishes its findings on how many solar companies have been circumventing tariffs on Chinese-manufactured solar equipment, EnerVenue publishes its new product design and counts 7GWh of orders, and CarbonMeta turns plastic into hydrogen through microwave catalysis.

Spain's renewable energy auction underperforms drastically because of old pricing conditions. Thailand joins other Asian countries in commitment towards vast green hydrogen infrastructure. Mazda continues to avoid full commitment towards ICE vehicle as it invests towards research and development for future EVs and its ICE ranges.

In this week's episode the Rethink Energy team discusses the major energy company, Enel, its investment into bifacial heterojunction solar and its €21 billion assets sale, the 10GW hydrogen, wind and solar farm in Queensland, Australia and Energy Vault's move towards Li-ion storage solutions and its departure from gravity based energy storage.

In this week's episode the Rethink Energy team discusses the geothermal approach invented by Eavor and how swiftly it can scale this decade, the methods adopted by the Australian to handle massive rooftop solar contributions to the grid, and how latent demand from the EV sector means the lithium supply bottleneck won't be going away any time soon.

In this week's episode the Rethink Energy team discusses the $4bn Duke Energy renewables deal, the latest news from COP27 and utilities in Idaho pushing to reduce rooftop solar payments.

In today's episode we talk about the results from the Brazilian election and what they mean to the energy landscape, billion dollar hydrogen projects in India and Kazakhstan and the Chinese energy storage targets.

In this week's episode, the Rethink Energy team discusses the DoE investment into the US raw battery material infrastructure, Asian countries shifting to hydrogen and Avangrid pressing pause on a huge wind project.

In this week's episode the team discusses our lates Aviation Industry Forecast to 2060 and perovskite solar cells. 

This week the Rethink team discusses General Motors and its move to install batteries in residential homes, the future of the aviation industry and our latest report on the EV market.

In this week's episode the team discusses the $6.8bn ConEd purchase by RWE, PV company Meyer Burger in the context of the European market, and the implications of energy islands in the North Sea.  

In this week's episode we discuss the year on year solar installation numbers, how car rental firms are starting to think about the EV charging infrastructure and why hydrogen might have just achieved cost parity with diesel in the medium- and heavy-duty transportation markets.

In this episode the Rethink Energy team discusses the record breaking green ammonia deal, American EV charging points and the price of lithium.  

In Rethink Energy’s latest podcast we discuss hydrogen transportation, potentially disruptive flow battery technologies and the future African energy market.

In this episode we discuss the importance of decentralized hydrogen production, Cadmium Telluride modules and the effect of the Inflation Reduction Act on battery materials. 

In this week's episode we discuss our predictions of the natural gas market, Chinese power cuts and the European electric vehicle market.

In this week's episode we discuss the demand for green hydrogen, planed electrolyzer gigafactories and gas companies that are looking to extend the life of natural gas by investing in blue hydrogen. We also touch on the state of the energy market in India.

In this episode we discuss polysilicon, various electrolyzer developers and what novelties they claim to bring to the table and lastly we talk about the future of aviation and sustainable aviation fuels, including solar fuels.