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…
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In this final episode of the Rethink Energy Podcast, consultant Ed Ho makes a return appearance to conclude our discussion of the nuclear power topic. This time, the main topic is the near and medium-term outlook for the industry's development, as it heads towards a revival across the West.
The US will default to a nuclear-centric energy strategy as nuclear enjoys bipartisan support from policymakers - unlike either renewables or fossil fuel plants. More broadly worldwide, the growing need to pair intermittent renewables with energy storage is eroding their perceived cost advantage over nuclear energy - although this depends on local wind and solar conditions. China now accounts for…
Flying cars are being brought to market by several major EV manufacturers in 2025 and 2026 - and their demand for weight efficiency will boost adoption of autonomous driving and all-solid-state batteries, even if those technologies are too expensive for standard EVs. Chinese OEMs have unveiled a new tranche of proton exchange membrane (PEM) electrolyzers as the SNEC exhbition - bringing…
Rio Tinto has announced a further $900 million investment into lithium mining in Chile - we discuss the inexorable logic that today's 2x overcapacity will give way, due to constantly growing demand, to a second lithium shortage within the next 10 years. JinkoSolar's whitepaper on their latest TOPCon solar module, which boasts 24.8% efficiency, demonstrates that technological progress in silicon PV…
With Republicans sabotaging renewables and Democrats bound to push out fossil fuels, nuclear stands to benefit as the 'least interfered with' option. President Trump has signed a new EO upping the Biden 2050 target of 200 GW, to 400 GW of nuclear power - to include 10 constructions beginning by 2030, and this is backed by data center hyperscalers, which combine massive future electricity demand…
In this episode Toronto-based energy consultant and analyst Ed Ho joins us to discuss the present situation of the nuclear power industry - and the prospects for future deployments. We ask - what is the "true" cost of nuclear power - is it more like the recent Western new-build overruns on cost and construction time which resulted in levelized cost of electricity (LCOE) north of $150 per MWh due…
Both the EV power battery industry and the energy storage industry have grown over 60% year-on-year in Q1, according to various statistics - but even a fourfold growth in demand could be acommodated by the existing production capacity of lithium, as the energy storage segment can respond to future raw material price hikes by adopting alternative chemistries like vanadium-flow and sodium-ion.
China will implement a major new power market reform next month, introducing Contracts for Difference (CfDs) and an ancillary services market which will greatly increase the revenue of battery energy projects. Renewable additions will slow down compared to the immense boom of the past two years, but the battery energy storage industry needed this - it needs to switch to organic market-driven…
South Korea is to develop a 3.2 GW, $13 billion offshore wind complex - which will also require transmission expansions to deliver power to load centers. Poland's nuclear development deal with Bechtel and Westinghouse has been renewed - with as much as $51 billion and six reactors at stake, with wind and solar possibly insufficient as the main national energy strategy. The US' battery supply from…
In this episode we spoke to Tina Anderson, Head of Sales at Hystar, a Norwegian electrolyzer manufacturer with 100 MW production capacity - growing towards 4.5 GW. We cover topics including ramping up and down to react to electricity prices - as well as providing demand response services to the grid, the production cost of hydrogen electrolysis, and the policy environment in Europe.
