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

Highlights The Clean Energy Council’s 4Q2025 report shows a rebound in large-scale renewable and storage investment across Australia, with record commissioning and strong financial activity. Five generation projects (1.2 GW) and five storage projects (1.1 GW) reached FID, while 2.1 GW of generation and 1.9 GW / 4.9 GWh of storage became operational, surpassing Q3 2025 records. The pipeline remains strong with 81 generation (13 GW) and 75 storage projects (13 GW / 35 GWh) under construction or financially committed. NSW awarded six major 8-hour battery contracts, including the 300 MW / 3,500 MWh Great Western BESS, and launched additional tenders to expand firmed renewables and accelerate zero-emissions generation. Read more

Tim’s interview starts at 1:06:33 in the link. The short film series Hunter at the Crossroads screens tonight in Muswellbrook, exploring local perspectives on the Upper Hunter’s coal industry. A panel will feature Tim Buckley, director of Climate Energy Finance. Tim rejected claims Australia is undermining itself by reducing domestic coal use while continuing exports, noting coal is increasingly uneconomic and investors are unwilling to fund new coal-fired power stations. In 2025, US$2.3 trillion was invested globally in clean energy, more than double fossil fuel spending, while climate-related damage costs US$1.4 trillion annually. He said coal is in structural decline, Hunter Valley exports peaked five years ago, and Australia will invest A$500 billion in energy transition over the next decade. Read more

In a November 2025 report Climate Energy Finance (CEF) outlined a pathway for the SA government to enable and facilitate the state’s magnetite industry as a precursor to a broader green iron industry and to transform the Whyalla Steelworks in a phased approach: prioritising the construction of a new electric arc furnace (EAF) to replace steelmaking capacity, followed by a new green iron facility as green hydrogen economics continue to improve. It is also positive to see the administration process for Whyalla Steelworks has attracted interest from more than 70 parties worldwide, with five domestic and international groups now shortlisted and undertaking detailed technical, financial and operational due diligence over the coming months. Read more