Rethink Research: Rethink Energy Podcast
Rethink Research
The Rethink Energy Podcast complements 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 discuss the week's key issues, while providing insight into our own research and forecasts to explore where momentum is building through the energy transition. The team: Connor Watts, Bogdan Avramuta, and 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/
Luokat: Liiketoiminta ja yksityistalous
Kuuntele viimeinen jakso:
Aikaisemmat jaksot
-
180 - Rethink Energy Talks Ep. 3: EnergyVault talks gravity storage, batteries, hydrogen storage Thu, 28 Mar 2024
-
179 - Rethink Energy 176: First Solar warns China giants beneficiaries of IRA manufacturing incentives, SOECs can become most powerful electrolyzer type with lifespan improvements Fri, 22 Mar 2024
-
178 - Rethink Energy 175: Oman to host first new ex-China polysilicon; Airbus faces choice between fuel cells and hydrogen combustion Fri, 15 Mar 2024
-
177 - Rethink Energy 174: solar manufacturing came to 642 GW in 2023 with China's wafer exports doubling; Green hydrogen delayed, but still receiving $bn investments Sat, 09 Mar 2024
-
176 - Rethink Energy Talks Ep. 2: ESS talks LDES and solving Germany's coal dilemma Mon, 04 Mar 2024
-
175 - Rethink Energy 173: Europe pursues blue hydrogen strategy; complaints about China's 16 MW, 18 MW, 20 MW wind turbine upsizing Fri, 23 Feb 2024
-
174 - Rethink Energy 172: When should your business open a hydrogen refuelling station? China leapfrogs West on pumped hydro Fri, 16 Feb 2024
-
173 - Rethink Energy 171: Australian solar manufacturing roadmap, Germany's H2 gas power plants, Ascend Elements battery recycling Fri, 09 Feb 2024
-
172 - Rethink Energy 170: Norsk Hydro's aluminum recycling investment, Green steel benefits from sea-trade interruption Fri, 02 Feb 2024
-
171 - Rethink Energy 169: Rethink's Battery Raw Materials forecast, turquoise hydrogen's first big project, China's 100 GW rooftop solar boom Fri, 26 Jan 2024
-
170 - Rethink Energy 168: EU investigates China's EV industry, Tandem PV talks commercialization, Oil tankers greenwash  Fri, 19 Jan 2024
-
169 - Rethink Energy 167: CATL's Indonesian nickel investments, US hydrogen incentives too restrictive on electricity sourcing  Fri, 12 Jan 2024
-
168 - Rethink Energy 166: Geely reveals fast-charging LFP battery; UK plans carbon tax analogous to EU's CBAM Fri, 05 Jan 2024
-
167 - Rethink Energy Talks Ep. 1: Longevity Partners and ESG within the built environment Thu, 21 Dec 2023
-
166 - Rethink Energy 165: 2024 copper surplus expectations shaken by Anglo and Panama; Maeve Aero to commercialize hybrid aircraft against H2 Mon, 18 Dec 2023
-
165 - Rethink Energy 164: Rethink publishes new solar module price report; Nuclear sees boost from COP28; US releases IRA guidance Fri, 08 Dec 2023
-
164 - Rethink Energy 163: Chinese electrolyzers poised to conquer Europe; UK publishes its national battery strategy Fri, 01 Dec 2023
-
163 - Rethink Energy 162: Global Q3 solar installs at 105 GW; Stellantis, CATL joint battery technology roadmap; Japan Airlines hydrogen flights Fri, 24 Nov 2023
-
162 - Rethink Energy 161: Lithium investment remains strong despite low prices, China's capacity mechanism secures coal fleet Fri, 17 Nov 2023
-
161 - Rethink Energy 160: Europe's impractical battery recycling requirements, German skilled workforce shortage affects renewables Fri, 10 Nov 2023
-
160 - Rethink Energy 159: South Australian grid soon 100% net renewable, Poland's Nanopure Technology selling cathode additives, more North African Chinese hydrogen megaprojects Fri, 03 Nov 2023
-
159 - Rethink Energy 158: China bans graphite export, EU solar stockpile maybe not all that huge, Farm Bill supports sustainable aviation fuel Fri, 27 Oct 2023
-
158 - Rethink Energy 157: Global EV markets strong performance, European Union adopts hydrogen target, Australian report advocates CSP Fri, 20 Oct 2023
-
157 - Rethink Energy 156: Rethink Energy's new EV battery technology forecast; xBC, heterojunction jostle with TOPCon as next PV cell mainstream Fri, 13 Oct 2023
-
156 - Rethink Energy 155: LG Chem enters LMFP manufacturing in Morocco; UK may be weak link in UK-German hydrogen partnership Fri, 29 Sep 2023
-
155 - Rethink Energy 154: N-Type solar to contribute to silver shortage; oil giants will adopt green hydrogen at refineries, accelerating transition Fri, 22 Sep 2023
-
154 - Rethink Energy 153: Saudi and US look at African mining investment partnership; Power Roll’s microgroove perovskites to see factory in 2024 Thu, 14 Sep 2023
-
153 - Rethink Energy 152: Can hydrogen combustion save trucking?; Saudi to host 46GW polysilicon factory Thu, 07 Sep 2023
-
152 - Rethink Energy 151: Perovskite begins multi-GW commercialization in 2026; Silicon, sodium, and solid-state, the next decade for batteries Thu, 24 Aug 2023
-
151 - Rethink Energy 150: China's weak recovery continues to dampen metal markets; TandemPV bides time in search of greater solar efficiency Thu, 17 Aug 2023
-
150 - Rethink Energy 149: China on track to install 200 GW solar in 2023; Albemarle raises revenue goals putting faith in lithium rebound Thu, 10 Aug 2023
-
149 - Rethink Energy 148: DoD doubles financial support for US rare earths; Germany upgrades H2 targets closer to Rethink predictions Thu, 03 Aug 2023
-
148 - Rethink Energy 147: PPA Indexation the next step for the wind industry; Deep sea mining sees another much needed delay Thu, 27 Jul 2023
-
147 - Rethink Energy 146: Tata invests $5.2 billion in UK battery factory; Germany raises €12.6 billion in offshore wind auction Thu, 20 Jul 2023
-
146 - Rethink Energy 145: Solar jobs to hit 13.7 million by 2035; Quartz sand to remain thorn in side of solar manufacturers Thu, 13 Jul 2023
-
145 - Rethink Energy 144: Countries uprate solar targets in further deployment push; Battery industry still can't decide on sodium Thu, 06 Jul 2023
-
144 - Rethink Energy 143: Will Iridium be a problem for H2?; Interview with perovskites company; IRENA 1.5C pathway report Thu, 29 Jun 2023
-
143 - Rethink Energy 142: Rethink updates battery gigafactory count; Scandinavian solar unexpected success explained; SMR company promises $20/MWh Thu, 22 Jun 2023
-
142 - Rethink Energy 141: Quarterly solar figures show strong Q1; Innolith debuts newly available electrolyte; Auto OEMs invest in Brazilian nickel Thu, 15 Jun 2023
-
141 - Rethink Energy 140: Rethink Energy supply chain pricing, Solar efficiency breakthroughs, Gotion in talks for Moroccan battery gigafactory Thu, 08 Jun 2023
-
140 - Rethink Energy 139: Maritime decarbonization, solar supply chain and Energy Vault  Thu, 01 Jun 2023
-
139 - Rethink Energy 138: Global EV forecast to 2050, Chinese energy reforms and $20/MWh nuclear Thu, 25 May 2023
-
138 - Rethink Energy 137: Hydrogen industry forecast to 2050, Polysilicon production projections and First Solar joins perovskite game Thu, 18 May 2023
-
137 - Rethink Energy 136: Allkem and Livent merge; China sees shallow offshore solar investment; Nikola to leave Europe in rush to use US incentives Thu, 11 May 2023
-
136 - Rethink Energy 135: Platinum industry to see H2 induced shortage; Q1 solar manufacturing up 50-100%; US Republicans continue solar sabotage Thu, 04 May 2023
-
135 - Rethink Energy 134: H2's role in road transport; Suppliers pledge quartz sand production increase; Germany bans new gas boilers from 2024 Thu, 27 Apr 2023
-
134 - Rethink Energy 133: Global Q4 2022 solar numbers explained; US considers crippling its own solar industry; China looks to African H2 ownership Thu, 20 Apr 2023
-
133 - Rethink Energy 132: Macron China visit enables energy cooperation; 7 US states seek $1.25bn for hydrogen hub; New Toyota CEO alters EV path Thu, 13 Apr 2023
-
132 - Rethink Energy 131: Japan's new hydrogen strategy to need $113bn; OPEC+ cuts oil output; Australia puts $10bn to national reconstruction fund Thu, 06 Apr 2023
-
131 - Rethink Energy 130: EU makes e-fuel exception; EnerVenue commits to Kentucky gigafactory; Vietnam looks at new mechanism to support renewables Thu, 30 Mar 2023
Näytä lisää jaksoja
5