Rethink Energy Podcast

By 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 ... more

· Business

Download on the App Store

Download on the App Store

Get it on Google Play

FAQs about Rethink Energy Podcast:

How many episodes does Rethink Energy Podcast have?

The podcast currently has 220 episodes available.

Rethink Energy Podcast episodes:

December 22, 2024Rethink Energy 208: Nexwafe wafers, solar industry's 500 GW 2024
The global solar industry will install over 500 GW this year, with a final module cost of just $95 per kW as overcapacity continues to mount

Nexwafe posts 24.4% cell efficiency built on its wafers made via epitaxial deposition - a significantly cheaper alternative for the solar supply chain

Sodium-ion and vanadium-flow chemistries have continued growth in the energy storage segment despite lithium's dominance
...more
31min
December 15, 2024Rethink Energy 207: Chinese export controls, 2025 battery pricing, low-light perovskite performance
China's export controls will spur further price increases for high-end semiconductor and other materials

Battery prices set for consistent gradual decline through 2025 and beyond

More investments into perovskite factories and pilot projects - is low-light performance good enough tyo conquer cloudy regions?
...more
22min
December 08, 2024Rethink Energy 206: Chinese perovskites, German battery additions
China's perovskite sector keeps announcing new factories - but what's needed to produce a Minimum Viable Product solar panel using the new semiconductor?

Germany's 215 GW solar target for 2030 implies up to $100 billion investment also needed in energy storage batteries on the grid.

Policy contrast widens on Chinese EV import tariffs between US exclusion, Australian free trade, and EU indecision.
...more
27min
December 01, 2024Rethink Energy 205: Northvolt's collapse, Entrion's deep sea wind
Northvolt, Europe's flagship battery manufacturer, has filed for bankruptcy - in keeping with the region's weakness in upstream manufacturing.

Entrion has patented a guyed monopile design which blurs the distinction between fixed-base and floating wind projects.

China's government has issued tighter guidelines for solar manufacturing investments - in a case of locking the stable door after the horse has bolted.
...more
20min
November 24, 2024Rethink Energy 204: China to export 140 GWh energy storage batteries in 2024
China has exported 116 GWh of energy storage batteries and battery systems in the first 10 months of 2024, indicating 140 GWh full-year and a global manufacturing scale well north of 200 GWh, meaning the industry is grow between 50% and 100% year on year

India became a net exporter of solar equipment in Q2 - and with President Trump in office, India is very likely to become the main supplier of solar wafers to the US industry in the future.

All-solid-state batteries are still years away from being a mature product for the EV industry - but have begun to be used in the lucrative eVTOL market.
...more
19min
November 17, 2024Rethink Energy 203: Solar manufacturing falls by one-third, looming Trump Admin oil and gas agenda
The EV industry's initial adoption of solid-state batteries remains set for 2027, just one of the quality upgrades which will offset the pain inflicted by tariffs.

Global solar manufacturing has fallen by over one-third if you measure from the historic peak in March 2024 to October, with the industry's growth decelerating amidst module stockpiling, while price cannibalization forces investment into co-located battery energy storage.

The looming Trump Administration has identified fracking CEO Chris Wright as its pick for Energy Secretary - but will oil and gas production really expand in such a way as to reduce energy prices, thus undercutting the motive to invest in renewables?
...more
21min
November 10, 2024Rethink Energy 202: The second Trump Administration's energy policy
The second Trump Administration will disrupt the energy transition in three ways - disrupting equipment imports, cutting federal funding, and preserving the fossil fuel industry.

Energy storage batteries will go from strength, with ever more price volatility including negative pricing on the one hand, and consistently low manufacturing costs on the other.

Carbon fiber production capacity already reached 300,000 tons in 2023, with Chinese companies looking to double it again, allowing the wind industry to expand its usage of the expensive material.
...more
22min
October 08, 2024 Rethink Energy Talks Ep. 11: Halocell talks perovskite low-light performance, commercialization
In this episode of Rethink Energy Talks, we're joined by Paul Moonie, CEO of Australia's perovskite company Halocell, to discuss perovskites' performance in low-light conditions, dusk, and dawn - starting with a Microquanta test from a few months ago in which perovskites had 38% more usable light-hours under 75% cloud cover compared to standard silicon. We also discuss Halocell's various routes to market and research efforts.
...more
40min
September 28, 2024Rethink Energy 201: The true price of China's solar panels, carbon fiber production capacity expanding
In this week's episode, the Rethink Energy team discusses:
The true price of China's solar panels - they're being sold below cost, but how far below cost?

Carbon fiber production capacity is set to expand dramatically, courtesy of China, with just three factories in the past couple of months amounting to 82,000 tons - half of global demand

India's $386 billion in energy transition finance pledges heavily feature solar manufacturing expansion - but how much wafer output will they achieve?

Li Auto has disclosed some details of its AI-centered approach to Full Self Driving (FSD) development - including the size of its database and the scale and cost of the necessary computing capacity.
...more
25min
September 20, 2024Rethink Energy 200: New aircraft designs needed for new fuels, Rethink Energy's new perovskite solar forecast
In this week's episode, the Rethink Energy team discusses:
The 14th ICAO Air Navigation Conference has called for streamlining regulatory processes for implementing new aircraft designs which will accompany the adoption of sustainable aviation fuel, hydrogen and battery power.

Rethink Energy has published a new forecast on perovskites - which will take over the solar industry by 2040, with certain segments being revolutionized ahead of 2030. Solar's quality improvements will keep rolling in through 2050 and beyond.

Carbon fiber prices have almost halved in the past 14 months in China - allowing wider usage in wind turbines.
...more
21min

FAQs about Rethink Energy Podcast:

How many episodes does Rethink Energy Podcast have?

The podcast currently has 220 episodes available.

More shows like Rethink Energy Podcast

Climate One by Climate One from The Commonwealth Club

Climate One

547 Listeners

The Energy Gang by Wood Mackenzie

The Energy Gang

1,240 Listeners

The Energy Transition Show with Chris Nelder by XE Network

The Energy Transition Show with Chris Nelder

237 Listeners

Columbia Energy Exchange by Columbia University

Columbia Energy Exchange

372 Listeners

Energy Insiders - a RenewEconomy Podcast by RenewEconomy

Energy Insiders - a RenewEconomy Podcast

31 Listeners

Electrek by 9to5Mac

Electrek

462 Listeners

Redefining Energy by Laurent Segalen and Gerard Reid

Redefining Energy

119 Listeners

The Fully Charged Podcast by The Fully Charged Show

The Fully Charged Podcast

317 Listeners

Switched On by Bloomberg

Switched On

90 Listeners

Cleaning Up: Leadership in an Age of Climate Change by Michael Liebreich, Bryony Worthington

Cleaning Up: Leadership in an Age of Climate Change

65 Listeners

Volts by David Roberts

Volts

529 Listeners

Catalyst with Shayle Kann by Latitude Media

Catalyst with Shayle Kann

254 Listeners

Zero: The Climate Race by Bloomberg

Zero: The Climate Race

173 Listeners

Shift Key with Robinson Meyer and Jesse Jenkins by Heatmap News

Shift Key with Robinson Meyer and Jesse Jenkins

87 Listeners