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 223: Australia's pumped hydro fleet, Trump kills offshore wind, solar manufacturing output shrinks 45%
Rethink Energy Podcast
29 minutes 57 seconds
6 months ago
Rethink Energy 223: Australia's pumped hydro fleet, Trump kills offshore wind, solar manufacturing output shrinks 45%
Australia's pumped hydro fleet now promises over 500 GWh of storage capacity - meaning the county is set to be a world leader (or leader of the West) on pumped hydro, mostly with 10-hour duration, just as it was a world leader on BESS adoption.
President Trump has mauled the offshore wind industry by calling Empire Wind 1's approvals into question - in an even harsher move than we'd expected.
Solar manufacturing is down 45% year-on-year, as output declines back towards the 600 GW "plateau" value of demand - which the world will struggle to accelerate beyond.
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/
