We conduct public interest financial analysis on the most profound economic transformation since the industrial revolution: the transition from fossil fuels to clean energy.
About
Climate Energy Finance (CEF) is a think tank established in 2022 that works probono in the public interest to accelerate decarbonisation. We conduct research and analyses on global financial issues related to the global energy transition from fossil fuels to clean energy, as well as the implications for the Australian economy, with a key focus on the threats and opportunities for Australian investments and exports. Read more
Our Work
AGL | CEF NEWSLETTER | China | CHINA MONTHLY ENERGY UPDATE | Coal/electricity/electrification | Critical minerals | CRITICAL MINERALS SERIES 2022-23 | Decarbonisation | Energy Crisis | Finance Sector & Emissions | Green Iron | Hydrogen | India & Adani | Nuclear | Podcasts | Solar | Submissions | Taxes & subsidies | US IRA/ NZIA et al |
REPORT | Raw Power: China locks-in global dominance of critical minerals and metals with $120bn outbound investment surge
China’s ‘going global’ strategy to secure value chains in zero-emissions industries is also boosting its partner economies, with lessons for Australia. Read more
Media
AER AGL Aluminium Batteries Battery Budget BYD CATL CBAM China Coal Critical minerals Decarbonisation Diesel DMO Election Electric Vehicle Electricity/electrification electrostate Energy crisis Federal Election Finance Sector & Emissions Gas Green Iron/Steel Hydrogen India & Adani Methane Nuclear offshore wind Oil OP EDS Peter Dutton Podcasts Renewables Solar Tariff Taxes and subsidies US IRA/EU NZIA et al Wind
Solar for Cuba: How Xi is turning Trump’s war into a China win
The Australian Financial Review
China has spent years obsessively pursuing its “self-sufficiency” drive and electrifying its economy. It has spent more than $US220 billion ($316 million) building out cleantech manufacturing, grids and energy infrastructure overseas since 2023, and another $US120 billion securing critical minerals and upstream processing, according to Climate Energy Finance. This has laid the foundations of a fully integrated global supply chain stretching from mines to electric vehicles. Read more
OP ED | If not now, when? Global energy shock must be Australia’s fossil fuel reform moment
Renew Economy
The US/Israel war on Iran is the latest geopolitical disruption to trigger a domestic cost-of-living crisis. Petrol and diesel prices are soaring, and the pain is spreading through mortgage rates, grocery bills, and falling super balances as markets slumps. This is no longer just a pump-price issue; it is a systemic shock to the Australian economy, repeating the fossil fuel hyperinflationary hit we all collectively suffered with Putin’s invasion of Ukraine in 2022. It is time for Australia to focus and value energy independence. Read more
China Secures Global Green Energy Dominance with $120 Billion Investment
CarbonCopy
Climate Energy Finance’s (CEF) report, titled ‘Raw Power: China locks-in global dominance of critical minerals and metals with $120bn outbound investment surge’, confirmed that the world’s decarbonisation leader has locked in dominance over the critical minerals and metals essential for the zero-emissions economy. This is in addition to a US$220 billion invested in downstream cleantech manufacturing, such as electric vehicles (EVs) and batteries, creating a vertically integrated global green industrial strategy. Read more
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