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

Tim Buckley comments on the record 73.6% renewables in the NEM last week, noting this is significant but more work is needed on CER and batteries to ensure we grasp our clean energy future – slashing energy bills for households and business Read more

[On Oil Price]China is investing heavily in electric vehicle assembly plants, battery plants, and transition technologies abroad to counteract Western tariffs. Chinese companies are not only expanding manufacturing capacity but also exporting technology, engineering, supply chain, and financing expertise globally. European and U.S. companies are struggling to compete with cheaper and often superior Chinese EVs. Read more

[On Accounting Times]In a new report, think tank Climate Energy Finance (CEF) said the wave of investment opportunities from the world’s second-largest economy was mostly bypassing Australia and going to markets in Europe, Asia, Africa and South America instead. Analyst Xuyang Dong, one of the report’s co-authors, said investment from Chinese firms brought a range of benefits including technology, expertise, capital and experience. “Australia should work actively with China, transforming our historic dig-and-ship economy in order to not be left behind in the global race-to-top on energy transition,” he said. “Joint ventures with China have enormous potential to boost Australia’s decarbonisation trajectory.” Read more