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BESS to see mass adoption of alternative batteries alongside li-ion; Energy...

Global 4 hour energy storage on the grid to rise from 67 GWh of storage last year to a massive 12,147 GWh by 2050. The post BESS to see mass adoption of alternative batteries alongside li-ion; Energy...

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Polysilicon manufacturing forecast to 2030 – Video Explanation and Update

This video was produced by our solar expert Andries Wantenaar as an update to his previously published forecast ‘Polysilicon manufacturing forecast to 2030’. In the video, Andries discusses in detail:...

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Polysilicon manufacturing forecast to 2030 – Video preview

This video clip was produced by our solar expert Andries Wantenaar as an update to his previously published forecast ‘Polysilicon manufacturing forecast to 2030’. This video provides a preview of some...

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The swelling pipeline of electrolyzer gigafactories

Manufacturers across the world could be producing more than 100 GW of electrolyzers per year, according to new research from Rethink Energy. A flurry of announcements over the past three years has seen...

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Natural gas market adjustments show prices to fall after 2024

Rethink looks at how natural gas usage will change over the coming 2 years around electricity generation, home heating and industrial uses in Europe, the USA and China. We take our previous position on...

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Pipelines and Organic Carrier Ships to Dominate Hydrogen Distribution

This research paper is essential reading for anyone hoping to be on the supply or demand side of the future hydrogen economy. The paper outlines the cost and considerations with hydrogen trade and...

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PV installs explode despite hurdles – jump 87 GW, more to come

The latest count of global solar installations from Rethink Energy, and how it is distributed globally.  How did the world manage to install so much solar, with so many hurdles placed in front of...

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Global EV markets rally despite weak overall car sales

While the overall car market may seem a little deflated, EVs have been the standout performer as more individuals realize that they are the future, and it’s better to get one now than continue...

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SAF is a Fantasy, and not the TRUE route for decarbonization

Rethink Energy’s Aviation forecast takes in all the trends towards SAF, Electricity and Hydrogen at scale, and creates a timeline for dramatic changes to the industry The post SAF is a Fantasy, and not...

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Wind industry blown off course by recession – promises a full recovery

The post Wind industry blown off course by recession – promises a full recovery appeared first on Rethink.

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Will FERC transmission delays strangle the IRA and US renewables?

The post Will FERC transmission delays strangle the IRA and US renewables? appeared first on Rethink.

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Solar installs erupt as Polysilicon price peaks

The post Solar installs erupt as Polysilicon price peaks appeared first on Rethink.

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Global cement makers looking in the wrong direction for decarbonization

CCUS approaches will end up abandoned The post Global cement makers looking in the wrong direction for decarbonization appeared first on Rethink.

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IRA – opening salvo in global trade war – Which way will Europe jump?

Report Summary The Inflation Reduction Act began life as a $3 trillion Build Back Better fund, but passed with just $369 billion allocated to energy spending After 40 years of US companies sending...

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Global Energy Outlook forecast to 2050 – Who will be the Renewables giants...

Report Summary Our global electricity forecast shows clearly how the Russian Ukraine war brings forward the demise of oil and gas Australia, Chile, Norway, Egypt, Kazakhstan, Oman and Mauritania are...

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Will scarce raw materials grind the lithium battery market to a halt?

Report Summary This report takes a long hard look at whether or not battery raw materials will run out as the battery industry ramps up output In 2023 we will see 621 GWh of batteries produced for EVs...

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Green Steel Premium: Myth or Reality?

Report Summary US and China are able to produce the cheapest green steel today at around $980/ton Both are set to produce green steel at just under $700/ton in 2030 The IRA will make the US the leader...

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Solar Industry growing rapidly with DER skew post-pandemic

Report Summary The global solar market is growing at 50% per annum. Solar installations in 2024 should be well over 400 GW. Massive surge in distributed solar as individuals and enterprises push toward...

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Global Hydrogen Market Forecast to 2050

The $850bn Green H2 game everybody wants to play; how an infant industry grows and why you shouldn’t worry about the short-term delays The sun has set on the days when we were trying to convince you...

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Geothermal goes global, just in time to save oil service $billions

Geo goes from 0.4% to 2.15% of an enlarged energy market Geothermal system design has recently gone through a transition so that many “closed loop” systems can be installed anywhere. This will lead to...

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