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

There is no such lack of cleantech ambition by the mining magnates’ large customers in China, however. As energy analyst Tim Buckley puts it, the “carnage unleashed by the US-Iran conflict has exposed the fragility – and concentration – of global fossil fuel supply chains”. “ … China is sticking to its script; staying clear of the fray and branding itself as the steady alternative to an unpredictable America. In doing so, it is weaponising its cleantech supremacy as the ultimate tool of green soft power. China has spent years pursuing its ‘self-sufficiency’ drive and electrifying its economy, says Buckley. It has spent more than $US220B building cleantech manufacturing, grids and energy infrastructure overseas since 2023, “and another $US120B securing critical minerals, strategic metals and upstream processing”. Read more

As heard in an interview on ABC Radio National, the US consideration of action against Iran and signals from Donald Trump over oil control could advantage China, which buys over 80% of Iranian crude and maintains key supply routes. Speaking at the Boao Forum, Tim Buckley highlighted the importance of energy security and long-term planning. Despite heavy coal use, China leads in renewables, batteries and EVs, exporting globally, and is positioning itself as a reliable partner shaping future energy systems. Read more

The host venue of the Boao Forum for Asia has already gone zero-carbon. Longtime observers of Asia’s green transition, Rebecca Mikula Wright and Tim Buckley, highlighted how bringing policymakers, investors and industry together can accelerate the shift. Read more