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

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FAQs about Rethink Energy Podcast:

How many episodes does Rethink Energy Podcast have?

The podcast currently has 250 episodes available.

Rethink Energy Podcast episodes:

September 14, 2024Rethink Energy 199: Perovskite tandems reach threshold of viability, SAF's strategic hurdles go well beyond feedstock, large-size wind turbines survive Typhoon Yagi
In this week's episode, the Rethink Energy team discusses:
Tandem perovskite modules are being shipped to customers by Caelux, Oxford PV and others - these are still small-scale trial shipments, but this signifies that the technology has reached the threshold of parity on lifetime power output with conventional silicon modules.

Per a new study from Boeing, 12% of global feedstock requirement for SAF could be met from South-East Asia alone - but SAF's logistical hurdles extend beyond simple creation of the feedstock.

Typhoon Yagi has destroyed some wind turbines - but for the most part the disaster has acted as a proof of reliability for the new plus-size turbines deployed in south China.
...more
23min
September 06, 2024Rethink Energy 198: hydrogen combustion engines for trucking, Australian solar reshoring
In this week's episode, the Rethink Energy team discusses:
Hydrogen has a little-explored route into the trucking segment, with hydrogen-fired combustion engines offering lower Capex than battery EVs.

Australia has committed $1 billion AUD to solar manufacturing - but this only enough for the module segment, plus something more in the cell segment - maybe perovskites? Also in Australia, the value of curtailed energy per year, if stored and dispatched, is growing rapidly towards a similar $1 billion per year.
...more
25min
August 30, 2024 Rethink Energy Talks Ep. 10: Lion Energy talks battery energy storage
In this episode of Rethink Energy talks, we're joined by Tyler Hortin, CEO of Lion Energy, to discuss the future of battery energy storage in the US.

That includes Lion Energy's use of technology such as EMS and BMS to optimise charge and discharge timing, integrating multiple demand and supply sources as well as accounting for electricity price variation on the grid. We also discuss the US reshoring agenda, the indefinite dominance of lithium-iron phosphate, and the rapid growth of the battery segment.
...more
35min
August 23, 2024 Rethink Energy Talks Ep. 9: Hometree talks heat pump adoption
In this episode of Rethink Energy Talks we're joined by Nicola Battey, Director of Sustainability at Hometree - a residential installer of heat pumps, solar panels and batteries in the UK.

We discuss the adoption of heat pumps and other residential energy systems - including why the UK is behind mainland Europe, and the abrupt rise to viability of batteries, even without a photovoltaic system.
...more
35min
August 22, 2024Rethink Energy 197: South Korea's hydrogen trams, Dominion Energy's $715 million wind turbine installation vessel
In this week's episode, the Rethink Energy team discusses:
South Korea's hydrogen fuel cell powered tram system, due for mid-2028 - and why such experiments should be shelved in favour of electric power.

The US now has one wind turbine installation vessel (WTIV) compliant with the Jones Act - but its final cost came to $715 million, larger than the original $500 million price tag from back in 2020, and double the usual global price. This represents another cost factor hindering the nascent US offshore sector.

JetZero's decision to go with sustainable aviation fuel (SAF) for its blended wing-body (BWB) airline design will prove a mistake in the long run, with hydrogen set to take over the industry over time.

Natron Energy has announced a 24 GW sodium-ion battery factory in the US, geared towards short-duration, high-power applications such as EV fast charging infrastructure and securing industrial power supply.
...more
23min
August 15, 2024Rethink Energy 196: Hazer Group's turquoise hydrogen, 100 GWh of energy storage batteries manufactured in H1, Ming Yang's floating wind turbine
In this week's episode, the Rethink Energy team discusses:
Hazer Group's turquoise hydrogen production pilot scheme and whether the synthetic graphite byproduct will compensate for the cost of its high energy intensity.

China has produced 100 GWh of energy storage batteries in H1 2024 - showing the continued rapid growth of the BESS industry to accompany wind and solar at scale.

Ming Yang's 16.6 MW dual-rotor wind turbine has put out to sea - but floating wind is always going to be more expensive than fixed-base, which in turn is more expensive than onshore.
...more
27min
August 09, 2024Rethink Energy 195: ClearVue's BIPV glass, Illinois SAF fuel incentive
In this week's episode , the Rethink Energy team discusses:
ClearVue's Building-Integrated Photovoltaic (BIPV) glass, and the startup's latest agreement with Alu-Tec WLL to foster distribution of its products through the MENA region.

Illinois has introduced a Sustainable Aviation Fuel (SAF) incentive - not steep enough to close the gap with jet fuel, but another step toward the new industrial segment.

NREL's latest offshore wind transmission research, which includes a description of a $100 billion intra-regional HVDC backbone stretching from North Carolina to New Hampshire - going far beyond the limited approach of connecting each project to the shore piecemeal.
...more
30min
August 02, 2024Rethink Energy 194: solar manufacturing stalls for first time in a decade, SAF pulls ahead of hydrogen in aviation race
In this week's episode , the Rethink Energy team discusses:
Solar manufacturing output has stalled for the first time in over a decade, passing 50 GW a month in June 2023 - a level from which it first grew to 70 GW, before shrinking back to 50 GW in June 2024. This reinforces the reality of vast solar equipment stockpiles, and that the new limiting factor on project development is transmission.

A hydrogen demonstrator flight should be achieved in 2026 by KLM and ZeroAvia - and with SAF-based pilot flights already achieved a few years back, that means the gap between the two aviation fuel routes has widened to the better part of a decade. But the bigger SAF gets, the bigger hydrogen, which is a feedstock for SAF, also has to become. And the slower hydrogen adoption is now, the more sudden and steep it will be when it finally takes off.
...more
30min
August 01, 2024 Rethink Energy Talks Ep. 8: Reactive Technologies discusses grid frequency stability
In this episode of Rethink Energy Talks, we're joined by Duncan Burt, the Chief Strategic Growth Officer at Reactive Technologies, a pioneering grid frequency stability company which measures the stability of power grids around the world.

These measurements replace the old method of modelling - enabling grid operators to know for certain exactly how far they have to go to maintain the stability of the grid, whether by curtailing renewable outputs or investing in infrastructure. As much as 25% of all curtailment is already related to frequency concerns, rather than outright transmission constraints or excess supply compared to demand.
...more
45min
July 26, 2024Rethink Energy 193: China's ammonia-coal co-firing pilot, First Solar's TOPCon patent infringement, offshore wind breakage issues
In this week's episode , the Rethink Energy team discusses:
China's ammonia-coal co-firing pilot scheme, and how otherwise-curtailed renewable energy could help to make green ammonia affordable. China curtailed 17 GWh of its wind and solar in 2023.

First Solar's TOPCon patent investigation which is looking to inconvenience its silicon-based rivals - and how First Solar will pursue next-gen photovoltaic technology in future, looking beyond single-junction.

The offshore wind breakage issue, and how incidents like the recent one at Vineyard One will interfere with risk perception and project financing, even if there is no broader reliability problem lurking like the one which came out with Siemens Gamesa last year.
...more
23min

FAQs about Rethink Energy Podcast:

How many episodes does Rethink Energy Podcast have?

The podcast currently has 250 episodes available.

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