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 229: Rio Tinto bets on future lithium price recovery; trends in TOPCon solar technology
Rethink Energy Podcast
24 minutes 51 seconds
4 months ago
Rethink Energy 229: Rio Tinto bets on future lithium price recovery; trends in TOPCon solar technology
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 has yet to slow - but there are only five years left before the theoretical Shockley-Queisser limit on photovoltaic performance per square meter is effectively reached. After that, perovskites will be the primary remaining avenue for further research.
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/
