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 231: US nuclear strategy, China's future manufacturing dominance, BESS exports up over 400%
Rethink Energy Podcast
24 minutes 6 seconds
4 months ago
Rethink Energy 231: US nuclear strategy, China's future manufacturing dominance, BESS exports up over 400%
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 30% of global manufacturing, and still growing - but its future competitive advantage, under the hood, will be very different in future compared to today and yesterday.
144 GWh of energy storage supply deals were signed between Chinese OEMs and overseas customers in the first five months of 2025 alone - up over 400% year-on-year, and with only 3.4 GWh of it destined for the US.
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/
