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 222: Trump's tariffs, UK and South Korean zonal pricing, Trina Solar's perovskite licensing
Rethink Energy Podcast
47 minutes 3 seconds
6 months ago
Rethink Energy 222: Trump's tariffs, UK and South Korean zonal pricing, Trina Solar's perovskite licensing
Trump's tariffs mark a redoubled shift of the US away from free trade, but it's hard to find a direct impact on renewables - since the US was already a hostile policy environment, and the rest of the world already had Chinese overcapacity.
The UK and South Korea are both considering zonal pricing reforms to their power markets, which would rationally push industries to move closer to renewable energy power projects, but may disadvantage renewables and South Korea's KEPCO.
Trina Solar and Oxford PV's technology licensing deal is big news for perovskites - but it's still hard to say how far away commercialization is.
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/
