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, Director of Climate Energy Finance, notes that the energy transition is reshaping global power, elevating China through sustained clean energy investment. Australia, strategically located in the Asian century with over $300 billion in annual trade with China, can act as a bridge between East and West—deploying low-cost renewables, adding value to critical minerals, and exporting to global partners. Achieving net zero requires $500 billion by 2035, mostly private capital, catalysed by government de-risking. Strengthening the Safeguard Mechanism with clearer, rising carbon price signals will provide investor certainty and accelerate Australia’s clean energy future. Read more

It has been a year since the Whyalla Steelworks was taken from Sanjeev Gupta’s GFG Alliance under a $2 billion government intervention. The facility now has five shortlisted buyers from Australia, Japan, Korea and India, with the Premier confident a sale will be finalised this year to maximise returns for taxpayers. Twelve months ago, the government faced industrial crises in Port Pirie and Whyalla threatening thousands of jobs. A tour of the Upper Spencer Gulf aimed to highlight that, for now, both the smelter and steelworks are secure, a message Labor hopes resonates with voters next month. Read more

The green hydrogen project was planned to complement the steelmaking operations in Whyalla. Those plans were “deferred”, the Premier said on the day of announcing the steelworks package. Asked by InDaily whether the state government was interested in pursuing a green hydrogen project again, South Australian Treasurer Tom Koutsantonis said: “We don’t have plans for it now” but believed business would eventually take the lead. “Hydrogen is not a political pursuit or an ideological pursuit, it’s a matter of chemistry,” he said. Read more