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:

May 16, 2024Rethink Energy 184: liquid carbon dioxide energy storage (LCES) pilots come online; Europe's nuclear fleet to host pink hydrogen
In this episode the Rethink Energy team discusses:
Several liquid carbon dioxide energy storage (LCES) projects have now come online in the past few years - with perhaps 1 GWh total worldwide of what may constitute a more efficient and powerful version of compressed-air technology.

Pink hydrogen production agreements have become a minor trend for scandinavian nuclear power plants. Nuclear's status as consistent green power which however can't easily load-follow and thus can end up as cheap "excess" power makes it a natural fit for electrolyzers, and Europe has a large nuclear fleet with many decades of potential lifespan remaining.
...more
24min
May 13, 2024 Rethink Energy Talks Ep. 5: Ramboll discusses heat pump adoption
Philip Hodges, Country Market Director Energy UK at engineering and consultancy company Ramboll, joins us to discuss heat pump adoption in the UK - and related topics of building energy efficiency, district energy, and industrial decarbonization.
...more
33min
May 10, 2024Rethink Energy 183: Grid battery industry doubles in 2024, US uranium sanctions
In this episode the Rethink Energy team discusses:
China and the US are both set to double both their rate of battery installations and their cumulative battery capacity on the grid in 2024 - making batteries the third main type of renewable energy project development alongside wind and solar.

The US sanctions on Russian uranium fuel - and how Kazakhstan's mined uranium can still find its way to the US market despite Russia having a plurality of enrichment and hexafluoride conversion production capacity.
...more
26min
May 04, 2024Rethink Energy 182: Rethink Energy's VPP forecast, BHP's bid to acquire Anglo-American, Liquid Hydrogen's potential viability
In this episode the Rethink Energy team discusses:
Rethink Energy's latest forecast, predicting that VPPs take a major role in the energy transition, with efficient use of battery energy storage ultimately requiring the complex forecasting of demand and supply which VPP software offers

BHP's bid to buy Anglo-American, which would have given the former over 10% of global copper supply

Why liquid hydrogen can be a cost-competitive form of hydrogen transportation, in light of its high energy requirement for conversion being paid at the source
...more
46min
April 25, 2024Rethink Energy 181: solar industry to place further strain on silver supply, high interest rates interfere with mining expansions
In this episode the Rethink Energy team discusses:
Silver paste usage in the solar industry continues to rise, but the steeper the silver shortage gets, the more alternatives like copper metallization and zero-busbar are incentivized.

Interest rates have obstructed new investments including in copper mining - but the Federal Reserve intends to take rates down from 5.5% to 3.5% this year.

Tesla's Q1 profit is down 55% year on year - but its shares are up and the company is shifting towards more relevant EV products.
...more
32min
April 18, 2024Rethink Energy 180: New Russia metals sanctions, more solar price declines, Japanese hydrogen aviation
In this episode the Rethink Energy team discusses:
New sanctions have required the Chicago Metal Exchange and the London Metal Exchange refuse any new Russian copper, aluminum, and nickel - but this won't cause a price shock at all comparable to the first sanctions rounds.

The prices of polysilicon and solar modules fell yet again, ending four months of price stability and prompting us to ask where the bottom line actually lies.

Japan has invested in hydrogen fuel cell propulsion research which could lead to its domestic aviation being decarbonized ahead of many other places in the world - starting with its 66-strong turboprop fleet.
...more
32min
April 13, 2024Rethink Energy 179: Hydrogen Europe conference in Amsterdam, Yellen's 'overcapacity' China visit
In this episode the Rethink Energy team discusses:
The conclusions from the Hydrogen Europe conference in Amsterdam, including why gaseous hydrogen will take longer than liquid to get online in the market.

The Department of Energy's $1.5 billion funding for a nuclear plant recommissioning in Michigan - which will give the facility a total 80 year lifespan.

Janet Yellen's China trade visit, which seems unlikely to move the needle at all on Chinese exports - but does demonstrate a continued protectionist strategy from the US government.
...more
47min
April 05, 2024Rethink Energy 178: Huamin's 40 micron solar wafer, China to take 25% market share in EU's EV market this year
In this episode the Rethink Energy team discusses:
Huamin Technology's 40 micron thickness photovoltaic wafer, prompted by ferce cost competition in the solar industry - compare to 140 micron thickness in the industry as a whole.

Chinese EVs are forecasted to grow to 25% market share in the EU this year, with no good options for European authorities trying to decide on a trade and reshoring strategy.
...more
34min
April 02, 2024 Rethink Energy Talks Ep. 4: TandemPV talks perovskite commercialization
TandemPV's CEO Scott Wharton joins us to discuss his efforts to bring a perovskite tandem solar module product to market in the near future in the US, with utility-scale developers likely to be the first customers. We cover degradation and other technical hurdles, plus how perovskites fare in the current solar market situation - with steep silicon PV cost declines, trade barriers with China, and reshoring efforts including IRA incentives.
...more
46min
March 29, 2024Rethink Energy 177: Ultra-cheap green power from upscaled wind turbines, Infinium opens E-diesel production facility
In this episode the Rethink Energy team discusses:
an astonishingly low $299 per kW pricetag for a 500 MW wind farm in Inner Mongolia - and while that's the record, there are others for just $320 per kW, which means LCOE has halved in a couple of years.

The first E-diesel production facility in Texas, launched by Infinium, using a green hydrogen supply combined with C02 from Howard Energy Partners’ neighboring gas processing plant.
...more
27min

FAQs about Rethink Energy Podcast:

How many episodes does Rethink Energy Podcast have?

The podcast currently has 250 episodes available.

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