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We conduct public interest financial analysis on the most profound economic transformation since the industrial revolution: the transition from fossil fuels to clean energy.

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About

Climate Energy Finance (CEF) is a think tank established in 2022 that works probono in the public interest to accelerate decarbonisation. We conduct research and analyses on global financial issues related to the global energy transition from fossil fuels to clean energy, as well as the implications for the Australian economy, with a key focus on the threats and opportunities for Australian investments and exports. Read more

Our Work

Reports and Analysis |  |  Nov 15, 2024

MONTHLY CHINA ENERGY UPDATE | Hydropower Generation Recovered, Driving Down Thermal Power Demand

China’s total electricity demand shows an overall 6.1% increase from January to September 2024, reaching 7,213TWh. In September alone China’s electricity demand reached 837TWh, +8.9% y-o-y. Of this 38% of the generation comes from zero emissions power, +12.9% y- Read more

Reports and Analysis |  |  Nov 15, 2024

REPORT | Green Metal Statecraft: Forging Australia’s Green Iron Industry

CEF’s new report examines the global shift towards decarbonising the iron and steel industry and outlines a strategic plan for Australia to capitalise on this transition by establishing a domestic green iron industry, leveraging its comparative advantages in its vast iron ore reserves and renewable energy potential. Read more

Presentations |  |  Nov 5, 2024

PRESENTATION | China outbound foreign investment

Tim Buckley presents a Macquarie Research Investor Briefing on China’s astonishing cleantech outbound investment Read more

Media

CEF in the media  |  Nov 19, 2024

Australia could miss out on $70 billion ‘green iron’ rush, report claims

News Corp papers

Australia could miss out on $70 billion a year in export revenue if it does not pivot quickly enough “green iron” as countries like China decarbonise their supply chains, a new report claims. By becoming a world leader in green iron, Australia could double its export revenue to $250 billion, according to the Climate Energy Finance (CEF) think tank. “However, failure to overcome the technical and economic challenges of green iron would mean Australia risks the reality that our iron exports could halve, as traditional importers restructure and decarbonise supply chains, and prioritise regions of high-quality iron ore and low-cost ironmaking,” CEF said in its report. Read more

CEF in the media  |  Nov 17, 2024

Australia could be a green iron superpower but needs to get into the race

Sky News

Tim Buckley on Jaynie Seal’s Sky Weekend Live covers CEF’s new report on forging an Australian green iron industry, Read more

CEF in the media  |  Nov 17, 2024

Economic ‘tsunami’ threatening to overwhelm Australia after Donald Trump’s election win

News Corp papers

Trump has expressed his determination to roll back President Joe Biden’s push to accelerate the US economy’s transition to low-emissions technology. And that may leave a green iron and green steel hole in global trade that Australia can step into. “Potentially, the emerging market could add $250 billion each year to national revenue. If we don’t capitalise on it, a new report from Climate Energy Finance states the nation could face a $69 billion budget black hole. “This is brilliant for Australia, and if we don’t do it, we’re going to look like absolute morons in a decade’s time with Oman, Saudi Arabia, Brazil and Guinea having eaten our lunch,” report co-author Tim Buckley said. Read more

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