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 | Green Metal Statecraft: Policy, Investment and Technology Trends in the Green Iron Evolution
Update report on global and domestic investment, technology and enabling policy trends that will underpin the transformation of the iron and steel value chain, building on our Green Metal Statecraft report of November 2024. Read more
PRESENTATION | Energy Tracker Asia: Coking Coal Webinar
China is the world leader in almost all zero emissions industries of the future. China is more than half the world’s solar installs – both distributed and utility scale, and more than half the world’s wind installs – dominating both onshore and offshore wind. China installed half the world’s BESS in 2025, and was far more than half of all new energy vehicle sales. 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
INTERVIEW | What is stopping Aussie industry from leading the green wave?
AusBiz
A new report from Climate Energy Finance is said by Tim Buckley to show Australia’s window to lead in green iron and steel is rapidly narrowing. Buckley states that iron ore and coking coal remain core export pillars, yet global steel decarbonisation is accelerating as governments and industry target net zero. He argues green iron depends on green hydrogen and is facing slowing momentum, project cancellations and capital cost blowouts, leaving Australia exposed to losing a “once‑in‑a‑generation” export shift. Read more
Australia’s green iron domination window closing: CEF
FS Sustainability
“Australia’s window of comparative advantage in supplying green iron to the Asian steel corridor is real, with our iron ore endowment, renewable energy potential, low geopolitical risk, established trade relationships, and a large capital base of strategic, long-term capital that could be deployed into enabling infrastructure,” CEF net zero transformation analyst Matt Pollard said. Read more
Coalition pledge to open up Taroom Trough and support new refineries
Energy News Bulletin
Tim Buckley from Climate Energy Finance was less reserved, saying the scraping of the mechanism was “just serving their fossil fuel paymasters.” “When I talk to industry, they go look, at the end of the day, we want policy certainty, the safeguard mechanisms in place, the price is not high, like European carbon prices…it’s not onerous. “I really would treat this as as seriously as Angus commitment to close down the Clean Energy Finance Corporation and ARENA 12 years ago,” he added. Read more
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