What’s happening in the global lithium space? Climate Energy Finance director Tim Buckley explains in detail, including the growing geo-political interest in processed lithium. He affirms growth trends for lithium suppliers and producers, despite short term price weakness. Read more

As CEF”s Matt Pollard writes, EV sales accounted for 15% of the global passenger vehicle market in 2022, up from just 5% in 2020. In February, EV sales in China hit a record 32% market share of passenger auto-sales, with fossil fuel-based vehicles falling 20% in absolute terms from February 2022. Capital deployment into clean energy technologies and supply chain diversification has turbo-charged EV sales, galvanised by the US Inflation Reduction Act (IRA) and the EU Net Zero Industry Act (NZIA). We look at the trends and implications for Australia. Read more

The scale of getting Australia to reach net zero emissions by 2050 is colossal. A new report says Australia’s electricity grid will need to triple in size and trillions of dollars will need to be spent, and gas-fired generation capacity will need to double in the coming decades, if the lights are to stay on Read more

Melbourne, Queensland and Princeton University researchers from the Net Zero Project say gas-fired power capacity will be required for some time yet. However, CEF’s Tim Buckley says gas-fired capacity and output should not be confused. There will be a progressive shift from gas base-load power generation to gas peakers to enhance reliability as the transition to renewables and battery storage accelerates. Read more

Citing Tim Buckley’s commentary on Adani Group, Himal Southasia magazine panellists look at the conglomerate’s long reach – from energy to transport and logistics, from India to Sri Lanka and Bangladesh and Myanmar – which says as much about the conglomerate as it does about power, politics and diplomacy in the region. Read more

The Australian Government long ago identified green hydrogen as a major export opportunity but recent global developments could send the industry from hero to zero – a fact widely acknowledged by the industry’s leaders. A decade of investment is at stake. Read more

Demolition will represent the end of an era in the Hunter region. The power station’s closure also holds great national significance as a blueprint to what the future could hold for Australia’s remaining 18 coal-fired power stations. Read more

Among big miners exiting the coal business, Glencore is the exception, effectively arguing that holding on to its big thermal coal business is not only economically preferable but morally superior. Read more

Adam Bandt says the emissions pact struck with Chris Bowen will kill off Betaloo Basin gas projects. Shares in gas companies Empire and Tamboran took an immediate hit. Tim Buckley weighs the frackers’ deficient responses on their emissions risks. Read more

The global race to decarbonisation has massively escalated with new regulations designed to turbocharge and onshore cleantech in the European Commission nations. Australia is positioned to emerge as a value-added critical minerals superpower Read more