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
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OP ED | Australia has one chance to get data centre energy policy right
Pearls & Irritations
Data centres could consume 13 per cent of National Electricity Market power by 2036. Australia should require them to bring new firmed renewable energy rather than add pressure to the grid. We all saw the shocking scenes last week as a glacier collapse in the Himalayas produced a biblical flash flood on the Nepal-Tibet border, obliterating everything in its path. The impact was such that it triggered seismic activity signalling an earthquake. Panicked people tried desperately to outrun a churning wall of water metres high. At the time of writing, over 900 are dead, swept away in the raging torrent, with thousands missing, villages and infrastructure destroyed, and scores of Australians unaccounted for. Read more
Green hydrogen costs could tumble 68 pct by 2035, new study says. Experts are not so sure
Renew Economy
Climate Energy Capital director Tim Buckley says attempting green hydrogen without access to China’s capital or capex costs, or its scale “is a waste of time”. “Let China lead, prove it, and once they’ve commercialised it, partner with them,” he told Renew Economy. “No one’s building anything in Australia. Even AREH has moved away from hydrogen, saying let’s just be an energy provider to the big mining companies. That was one of the biggest hydrogen proposals. Read more
Nicolette Boele argues Australia’s massive superfunds could help drive our energy transition
North Shore Lorikeet
Energy analyst Tim Buckley argues Australia’s super funds could play a much bigger role in our pursuit of cleaner, cheaper energy. Buckley has 30 years of experience in finance and runs an independent think tank. He said that if we want to start taxing foreign renewables, we need to first be fostering local investment. According to Buckley, Australia has trillions of dollars worth of potential investment tied up in superannuation funds, but proportionally, a very small amount of that goes toward clean energy projects. Read more
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