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 |
Webinar: Energy Trends 2026 – Caught in the crosswinds
Grid Beyond Webinar | Recorded February 2, 2026 How can electricity systems adapt to climate risk while accelerating decarbonisation? In […] Read more
Reforming Fuel Tax Credits: 2026-27 Pre-Budget Submission
CEF’s 2026-27 Pre-Budget Submission to Treasury. 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
OP ED | The Age of Electricity is a massive opportunity for Australia, if it can match China’s speed and scale
Renew Economy
The International Energy Agency (IEA) has announced “the Age of Electricity” in its latest report – Electricity 2026 – which highlights the rapid growth of global electrification over 2020-2025, now forecast to accelerate to 3.6% per year growth to 2030. With electrification comes both energy independence and decarbonisation, as regions and countries the world over speed their transitions to meet economic and climate goals in an increasingly fraught geopolitical landscape. Two weeks ago, the UK government joined with nine northern European countries to sign the historic Hamburg Declaration to secure a massive 100GW of new offshore wind projects. This is designed to ensure Europe hasn’t freed itself from Russian fossil fuel capture only to allow US capture instead. Read more
China coal plant building surges despite record renewable energy additions
The Straits Times
China is expanding coal power despite record renewable investments to meet energy needs and ensure energy security after 2022’s shortages. New coal projects reached 161GW in 2025, with 291GW in the pipeline, potentially leading to underused plants and stranded assets. Experts recommend flexible coal plant dispatch and offline reserves to boost renewables, warning the 15th FYP must reset coal’s role. Read more
OP ED | Australian renewables exceed 50% of power supply in Q4
PV Magazine
Renewable generation supplied more than half of Australia’s electricity in the fourth quarter of 2025, driving wholesale power prices down by nearly 50% and coinciding with record battery output, according to the Australian Energy Market Operator (AEMO). Coal-fired generation fell 4.6% year on year to a record quarterly low, while gas-fired output dropped 27% to its lowest level in 25 years. Read more
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