Rethink Energy | LinkedIn (original) (raw)
Market Research
Bristol, England 1,215 followers
Renewable Energy | Wind | Solar | Battery Storage | Energy Transition | Grid | EVs | Hydrogen
About us
Rethink Energy is designed to forecast the changing energy landscape and its investment possibilities as renewables begin to take over from conventional fossil fuels. Rethink Energy is about rethinking not only the technologies which lay behind energy generation and storage, but also about the business models and route to market for an entire fledgling industry. The fossil fuel industry is a tough competitor and lobbies governments with unlimited funds, and positions poisonous short termism as the ONLY way forward. The era in which it questions the existence of man made climate change is over, this is the era of what we do about it and who makes money out of the process. FIND OUT MORE: http://bit.ly/2UQVj0M Follow Rethink Energy's Lead Analyst: Peter White: https://www.linkedin.com/in/peter-white-737161/ More about Rethink Technology Research: https://rethinkresearch.biz/
Industry
Market Research
Company size
2-10 employees
Headquarters
Bristol, England
Founded
2019
Specialties
renewables, renewable energy, clean energy, clean tech, climate change, solar, floating solar, wind, floating wind, hydro, hydrogen, battery storage, battery, grid, carbon, coal, co2, offshore wind, EVs, polysilicon, perovskite, photovoltaic, and greenhydrogen
Updates
- Duck curve continues to undermine solar profits The Essential Services Commission for the Australian state of Victoria has proposed reducing the minimum feed-in tariffs from 0.03AUDperkWh(0.03 AUD per kWh (0.03AUDperkWh(19 USD per MWh) to just 0.04 cents per kWh ($0.25 USD per MWh) from July. That’s effectively nothing, but is still more generous than the forecasted negative $1.5 per MWh wholesale electricity price which will coincidence with the minimum tariff periods.#solar #electricity #renewables
- Rethink Energy reposted this
Client Services Manager
2d
Hydrostor’s 500 MW, 8-hour duration Willow Rock Energy Storage Center – which is an advanced compressed-air energy storage system (A-CAES) in California – now has government backing, thanks to the Department of Energy’s Loan Programs Office, which has made a conditional commitment to a $1.76 billion loan guarantee. Free to read here: https://lnkd.in/eVKPxQxM - 1.4 TWh of Chinese battery production in 2025 China’s lithium battery shipments will reach 1,175 GWh in 2024 according to the Gaogong Industry Research Institute, up 32.6%, with the power battery, energy storage, and digital segments reaching at least 780 GWh (+23%), 335 GWh (+64%) and 55 GWh (+14%) respectively. The Institute forecasts that 2024’s almost 1.2 TWh will grow to more than 1.4 TWh this year, including 960 GWh of power batteries. Click here to learn more: https://lnkd.in/e4jWMaxp #battery #EVs #energystorage #renewables
- Hydrostor’s compressed-air energy storageHydrostor’s 500 MW, 8-hour duration Willow Rock Energy Storage Center – which is an advanced compressed-air energy storage system (A-CAES) in California – now has government backing, thanks to the Department of Energy’s Loan Programs Office, which has made a conditional commitment to a $1.76 billion loan guarantee. Free to read here: https://lnkd.in/eVKPxQxM #energystorage #renewableenergy
- TOPCon and xBC solar cells promise 25%-efficient solar Tunnel Oxide Passivated Contact (TOPCon) solar cell technology leapt from 23% market share in 2023 to 70% in 2024, and may break 80% in 2025. The Indian solar industry, which has previously been as much as 7 years behind China’s technologically, is shortening that gap considerably by adopting TOPCon. TOPCon didn’t just have the short-term advantage of easier retrofitting onto many Mono PERC production lines – it also boasted lower silver paste usage compared to heterojunction, more or less equal efficiency ratings (though it varies from product to product), and at first was touted as a more convenient partner for perovskites in tandem setups.#solarcells #TOPCon #renewables
- Rethink Energy reposted this
Client Services Manager
6d
The prevalence of negative power prices on European grids became dramatically more frequent in 2024, as demand fell and the power mix shifted further in favor of intermittent sources. Wholesale prices declined 16% overall compared to 2023, but at the same time price spike events grew more frequent. Demand (and the economy) is stagnant or shrinking, and the pace of wind-solar additions is decelerating in the wake of the 2022 green energy boom, but this is nonetheless a perfect environment for energy storage deployments. - Europe’s negative power prices grow more frequent The prevalence of negative power prices on European grids became dramatically more frequent in 2024, as demand fell and the power mix shifted further in favor of intermittent sources. Wholesale prices declined 16% overall compared to 2023, but at the same time price spike events grew more frequent. Demand (and the economy) is stagnant or shrinking, and the pace of wind-solar additions is decelerating in the wake of the 2022 green energy boom, but this is nonetheless a perfect environment for energy storage deployments. Click here to learn more: https://lnkd.in/dVX3bHip #powerprices #renewableenergy
- China to restrict lithium technology export China’s Ministry of Commerce plans to restrict the export of advanced lithium iron phosphate (LFP) and lithium iron manganese phosphate (LMFP) preparation technologies, according to a draft document which also mentions lithium ore smelting and extraction technology – so sweeping coverage of the upstream of the battery upstream. China produces 70% of the world’s lithium batteries, but in LFP anode material production, the country’s dominance is 90%. It’s unclear at this stage whether the policy will apply to Chinese companies’ overseas facilities – will these technologies be retained inside the country, or will they be allowed out to encourage the formation of overseas joint ventures?#lithium #LFP #LMFP