Rethink Energy Podcast

The polysilicon supply will continue to limit solar deployments until mid-2023, Elon Musk has found something that interests him more than EVs, Baofeng Energy has solidified China's hydrogen lead with a 150 MW electrolyzer, and oil is back over $90 with foolhardy investments being made once more.

China's wind industry deployed 17 GW offshore in 2021, far exceeding expectations; GM's EV progress has encountered delays; Florida may cut Net Metering off at the knees; and Australia has exported hydrogen to Japan.

Rethink Energy's Harry Morgan has released his hydrogen report - covering the world-changing growth of the sector in detail through to 2050. Other topics for this episode are Vietnam's continued post-FiT wilderness for renewables with $7 billion in wind investments missing a subsidy deadline; the 15 GW of floating wind awarded in the UK; and CATL's EV battery swapping initiative across ten Chinese...

CCUS will play a valuable role in the green future of cement production, unlike its failure to decarbonize coal plants; Kazakhstan will remain open for Western investment into renewables and green hydrogen after Russian intervention; and Vattenfall subsidiary Feenstra has debuted its home heat pump, which ought to be a no-brainer in the gas-dependent home heat markets of the UK and Netherlands as...

In this episode the Rethink Energy team discusses the Cummins-Sinopec electrolyzer gigafactory, China's 105 GW UHV transmission expansion, the 300 days remaining for the Biden Administration to push through climate spending, and the attempt within the EU to classify natural gas built prior to 2030 as green power.

I this episode the Rethink Energy team discusses the inadequacy of the Biden Administration's support for EVs, Australia electricity market operator's strategic plans for the grid, and the Seawing parafoil's utility for reducing ships' fuel consumption.

In this episode the Rethink Energy team discusses China's second round of vast wind-solar desert complexes and how this means it will reach 200% of its 2030 renewable capacity target; how the last 50% of the car market will fall to EVs; and the fate Iraq faces as the oil industry collapses in the 2030s.

In this bumper episode the Rethink Energy team goes over the Q3 solar installation numbers, our new report covering the future of EV uptake and oil's collapse, plus Sinopec's  green hydrogen facility.

In this episode the Rethink Energy Team discusses the Biden Admin's Build Back Better bill provision of production tax credits for hydrogen, Rethink Energy's new report on the future of EVs and oil, and the monumental build out of polysilicon manufacturing in China.

In this episode the Rethink Energy team discusses ammonia-fueled ships, how solar LCOE declines are being concealed by temporary disruptions, and Cyanobacteria's research into modifying algae to absorb far more carbon dioxide.

A bumper episode in which the Rethink Energy team mostly discusses the conclusions of the COP26 Summit.

In this episode Harry Morgan reports from the ongoing COP26 summit, and the Rethink Energy team discusses to continued stalling of two massive spending bills in the US Senate and House of Representatives.

In this episode the Rethink Energy team discusses the upcoming COP26 Summit with related topics, and the recent performance of some EV and hydrogen start ups.

In this episode the Rethink Energy Team discusses the UK's energy strategy, how the current fossil fuel prices are good for green hydrogen, Senator Manchin's continued delay of the Biden Admin's green stimulus, and the remarkable uptake of CSP in both China and the West this month.

In this episode the Rethink Energy Team discusses the IEA's new energy report, the recent oil price rise, China's power shortages, and the upcoming COP26 summit.

In this episode the Rethink Energy team discusses the gas and coal price spike situation, especially in the UK and China.

In this episode the Rethink Energy team discusses the UK's and China's respective coal and gas woes, Ford's EV progress, Q2 solar figures worldwide, and the Green's strong position in German coalition negotiations.

In this episode the Rethink Energy Team discusses the OECD's statement trying to muscle in on the EU's Carbon Border Adjustment Mechanism, Redwood's battery recycling proposition in the US, Toshiba's progress with perovskites, and the US's green stimulus proposals in the ongoing budget reconciliation.

In this episode the the Rethink Energy team discusses its latest report - on the future of Air conditioning and heating power demand - as well as the use of hydrogen as seasonal electricity storage, and the difficulty lithium will face trying to act as long-duration energy storage.

In this episode the Rethink Energy Team discusses the world's first commercial perovskite solar installation from courtesy of Saule Technologies and why other perovskite approaches have encountered delays, and we discuss part of our upcoming green hydrogen forecast - when it will overtake blue and grey hydrogen in various markets and why.

In this episode the Rethink Energy Team discusses our new report into Concentrated Solar Power, the blue hydrogen greenwashing which may only just be beginning, and Chinese EV maker Xpeng's expansion into Norway.

In this episode the Rethink Energy Team discusses Biden's quest for 50% new cars as EVs by 2030, Exxonmobil's doomed investment strategy, and the IPCC report's political impact.

In this episode the Rethink Energy team discusses the Biden Administration's stimulus plan, Vietnam's plans to shift to auctions to incentivize renewables, and the strategy of the oil majors in the context of their quarterly results.

In this episode the Rethink Energy Team discusses the sudden and unexplained partnership termination enacted by Oxford PV against Meyer Berger, Shell's latest investment strategy, and Bloomberg finally upping its EV forecast to the realms of plausibility.

In this episode the Rethink Energy team discusses the EU and China carbon markets, how the EU ban will double EV adoption by 2030 to 116 million, and how deep drilling may enable Finland's first ever geothermal.