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/
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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/
Rethink Energy 219: The 300 MW RWE-TotalEnergies electrolyzer deal , Kelin Electric's $200 million perovskite factory
Rethink Energy Podcast
28 minutes 59 seconds
7 months ago
Rethink Energy 219: The 300 MW RWE-TotalEnergies electrolyzer deal , Kelin Electric's $200 million perovskite factory
RWE and TotalEnergies have signed a 30,000-ton annual green hydrogen supply deal to run from 2030 to 2044 - how can green hydrogen production become cost-effective in the context of the German energy crisis?
Kelin Electric has announced an intention to raise $200 million for a 1 GW perovskite cell and module factory - but its product offering appears to be the peculiar single-junction, full-weight type being pursued by several Chinese companies, which has a less obvious business case compared to tandems.
Rethink Energy Podcast
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/
