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

Despite being the hottest year on record, 2024 saw a cooling in attitudes towards climate action, with the realpolitik of corporate profits sidelining environmental, sustainability and governance concerns. For some companies, the reality of taking steps to achieve their green targets was shoved into the “too hard”, “too expensive”, or “just plain irrelevant” baskets. Read more

On his first day back in the White House, President Donald Trump wasted no time dismantling his predecessor’s climate policies and promising a new era of fossil-fuel dominance. As promised, Trump withdrew the United States from the Paris Climate Agreement, one of dozens of executive orders he signed in the hours after being inaugurated as the 47th president. Under Trump’s marker, the fossil fuel industry was promised new horizons and renewable energy industries were put in the back seat of the American economy. While it’s still not clear how many of these decrees will pan out as Trump intends, the consequences are likely to be felt across the world. Read more

While Xi’s Communist Party won’t be rushed as it transitions China’s electricity network, it sees a huge opportunity in the global shift. “China wants to dominate the industries of the future,” says Tim Buckley, the Sydney-based head of Climate Energy Finance, a clean energy think tank. In sector after sector from wind farms to solar panels to battery storage to the rollout of new fourth-generation nuclear power technology, China now leads the world. “I have been watching China for 15 years and they’ve exceeded every expectation I had in terms of their investment and the longevity of their strategic thinking,” says Buckley, who used to be the head of research at Citigroup’s Australian hub. Read more