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

Syndicated across 100+ mastheads The findings come more than a year after the federal government launched a $1 billion Green Iron Investment Fund to support early projects and the Whyalla steelworks transformation, but also as large-scale green iron facilities failed to reach a final investment decision. The group’s study, Arc of Ambition, analysed Australian and international efforts to produce and use green steel and iron. It found making green steel was the second-largest decarbonisation opportunity in the world and one in which Australia, as the world’s largest iron ore exporter, could play a major role. Read more

Main Story – Our new CEF Report: Arc of Ambition: Decarbonising and Safeguarding Australia’s Steel Industry Highlights – ‘Message to the haters’ AFR Headline Lowlights – China solar capacity installs in 1HCY2026 down Read more

This was from the Energy Newsletter today: Australia could construct electric arc furnaces for green manufacturing in Collie (WA), Whyalla (SA) and greater Brisbane (Qld) as soon as next year, unlocking billions in investment to support large-scale new firmed renewable-energy capacity, according to a new report from think tank Climate Energy Finance. The report calls for a National Iron and Steel Decarbonisation Strategy and a Carbon Border Adjustment Mechanism to support investment in green onshore steelmaking. Read more