Credit to Author: David Waterworth| Date: Wed, 14 Jun 2023 18:46:11 +0000
In a recently published article in CleanTechnica, I shared the “bold” predictions of UK think tank Rethink Energy. They accorded with my own views and how fast the transition to electric vehicles was moving. I need to acknowledge that I may have misrepresented the findings from the graphs in my zeal. As I have written […]
Credit to Author: David Waterworth| Date: Mon, 27 Feb 2023 14:17:30 +0000
According to Andries Wantenaar of Rethink Energy, approximately 330 GW of solar modules were manufactured globally during 2022. Wantenaar expects that these modules will primarily be installed in 2023, with worldwide solar installation growth of 330 GW or more this year. Wantenaar quotes a Trendforce analysis that argues “351 GW will be installed worldwide in […]
Credit to Author: David Waterworth| Date: Fri, 10 Feb 2023 13:47:55 +0000
Crash and burn. That is the conclusion of the researchers at UK’s Rethink Energy. This article draws its main points from their recent report, “Russia’s war wakes sleeping renewables giants of post 2030 power,” with comments from me interspersed in between. Rethink Energy is known for its aggressive predictions of the decline of the oil […]
Credit to Author: David Waterworth| Date: Sat, 07 Jan 2023 19:46:23 +0000
“Rumors of the death of the wind industry are vastly over-exaggerated,” Rethink Energy reports, and it predicts rapid growth for the sector over the next few years. Vestas, Siemens Gamesa, and GE are not doing well on the stock market and have had to re-evaluate their workforce requirements. “The question though is how long will […]
Credit to Author: David Waterworth| Date: Thu, 15 Dec 2022 04:19:48 +0000
According to the latest Rethink Energy report, “global solar installations are on track for 222 GW of installations during 2022, and manufacturing output shows that next year this will rise by even more as solar manufacturing surges. This demonstrates that the solar industry has shaken off the drag of high polysilicon pricing, and now prices […]
Credit to Author: David Waterworth| Date: Wed, 26 Oct 2022 03:40:26 +0000
In a recent report from Rethink Energy, lead analyst Bogdan Avramuta makes the point that depending on “sustainable aviation fuel” — that is, kerosene created from waste — will not achieve the aviation industry’s goals of decarbonization. “The 2050 target set by the industry to itself is to halve its emission compared to 2005 levels.” […]
Credit to Author: David Waterworth| Date: Tue, 04 Oct 2022 11:00:55 +0000
To transition to a green hydrogen future, we need access to cheap renewable energy, clean water, and economical electrolyzers. These parts of the puzzle seem to be falling into place. Now, Rethink Energy is tackling the question of how this hydrogen will be transported and what it will cost. Depending on the distance travelled: either […]
Credit to Author: David Waterworth| Date: Thu, 01 Sep 2022 22:34:14 +0000
Green hydrogen, is it just vaporware? Not according to Rethink Energy UK. Their latest report indicates that there is a surge in the production capacity of electrolyzers. For green hydrogen to succeed, the word needs a surfeit of renewable energy, plenty of clean water, and cheap electrolyzer supply. Rethink Energy believes that these elements are […]
Credit to Author: David Waterworth| Date: Sat, 20 Aug 2022 03:41:58 +0000
Rethink Energy UK is predicting a glut of polysilicon leading to a fall in the price of the main component of solar cells by 2023. Nineteen Chinese companies are expanding capacity in order to produce millions of tons “the most likely outcome is another decade of overcapacity and prices bumping along at marginal production costs.” […]
Credit to Author: David Waterworth| Date: Sun, 14 Aug 2022 15:14:14 +0000
Compared to 2021, new passenger car sales have dropped by at least 11% and up to 20% in Germany, France, Spain, Italy, and the UK. Full electric vehicle (BEV) demand is increasing; internal combustion engine vehicle (ICEV), conventional hybrid electric vehicle (HEV), and plugin hybrid electric vehicle (PHEV) demand are decreasing throughout Europe. Put simply, […]