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...
View ArticleGlobal 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...
View ArticleSAF 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...
View ArticleWind 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.
View ArticleWill 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.
View ArticleSolar installs erupt as Polysilicon price peaks
The post Solar installs erupt as Polysilicon price peaks appeared first on Rethink.
View ArticleGlobal 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.
View ArticleIRA – 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...
View ArticleGlobal 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...
View ArticleWill 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...
View ArticleGreen 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...
View ArticleSolar 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...
View ArticleGlobal 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...
View ArticleGeothermal 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...
View ArticlePerovskite kicks into unrelenting growth in 2026 for 20 years
There have been false dawns for Perovskite, but all the stars are aligning… Global Perovskites Forecast: Our latest report on Perovskites in photo voltaic systems shows how every indicator –...
View ArticleHow the global battery industry will adapt to the exploding requirements of...
Global Battery Market Forecast to 2040 The global battery industry is set to grow from 550 GWh in 2022 to 7,782 GWh in 2040, largely off the back of the passenger electric vehicle market’s rapid...
View ArticleGreen H2 transportation to revolutionize trade; The deeper implications of an...
Rethink Energy predicts that 578 MMTA (million metric tons per annum) of hydrogen will be used around the world in 2050, a value that will gradually grow from around 113 MMTA in 2024. A combination of...
View ArticleHow solar price declines in polysilicon, high-purity quartz, silver paste and...
Solar Module Price Forecast 2023-2040 This forecast covers the price of solar modules through to 2040. Particular attention is given to the future market share of different types of silicon and...
View ArticleRenewables end 2023 with costs falling, eyeing greener pastures
This 2023 Retrospective is a reflection on Rethink Energy’s output over the past year, in Battery, Solar and Hydrogen. We will chart how our thinking has evolved since publication of the reports, and...
View ArticleLithium lull makes nickel top priority for US battery OEMs despite difficult...
Battery Raw Materials Forecast 2024-2030 Battery raw material prices have fallen off a cliff following subdued Chinese demand. Adjustments in the country’s electric vehicle subsidies, coupled with...
View ArticleGlobal Electricity Grid: Strategies for Overcoming an Imminent Bottleneck
Between permitting, supply chain complications, and generally playing catch-up, no nation in the world will have an easy time of upgrading and expanding its national grid. This new report from Rethink...
View ArticleVPPs will become the core of the future energy grid; Virtual Power Plant...
VPPs will become the core of the future energy grid CONTACT US TO DISCUSS A PURCHASE Virtual Power Plants (VPPs) will become the core of the future power grid. Because there is little to no physical...
View ArticleElectrolyzer Market Forecast to 2040; critical insights for stakeholders...
If you’re a stakeholder navigating the complexities of the hydrogen sector contact us now to discuss a purchase of this report. It will provide you with detailed analysis of the evolving electrolyzer...
View ArticleSolar Industry Forecast to 2030
Contact us to discuss a purchase Rethink Energy predicts sustained growth in the global solar industry, with the pace of annual installations doubling from 2023 to 2030, resulting in a 6 TW global...
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EV Structural Material Trends to 2040; CBAM Drives Aluminum Decline in Favor...
EV Structural Material Trends to 2040; CBAM Drives Aluminum Decline in Favor of Magnesium The global refined aluminum market is poised for sustained growth, fueled by ongoing industrialization and the...
View ArticleRoad and Rail Transportation – Batteries v. H2; How cars, buses, trains and...
There is an urgent need for decisive government policies and targeted approaches in order to reduce transportation emissions. Current indecisiveness has led to inefficiencies, failed experiments, and...
View ArticlePerovskite Solar Forecast to 2040 – The perovskite revolution will slash...
Rethink Energy’s Perovskite Forecast to 2040 is the culmination of 4 years of extensively tracking developments in the perovskite market. The report finds that perovskite solar modules are set to reach...
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