AGL China Coal Critical minerals Decarbonisation Electricity/electrification Energy crisis Hydrogen India & Adani Taxes and subsidies US IRA/EU NZIA et al
OP ED #5 CRITICAL MINERALS | Australia’s mammoth renewable minerals opportunity – and how to harness it
Renew Economy
The Albanese government is accelerating Australia’s value-added critical minerals industry with the new National Critical Minerals Strategy announced last week. In paper #5 on critical minerals, Tim Buckley and Matt Pollard look at policy developments here and in North America, where public-private financing for the transition is massively upscaling.
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ENERGY TRANSITION | Many difficult cogs in the electricity price wheel
The Australian Financial Review
Tim Buckley comments in this story which notes while consumer electricity prices are inflated and may rise in the near term as the system decarbonises, the long-term outcome will be a reduction in power prices.
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ENERGY TRANSITION | Energy crisis will settle down, says Schott
The Australian Financial Review
While investment will be lured away from Australia by aggressive energy transition policy settings, Tim Buckley says there’s still plenty of interest. “I’m bullish. Global capital is virtually unlimited particularly for a market with as low sovereign risk as Australia.”
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HYDROGEN | The green hydrogen hype has come and gone – these ASX stocks are left standing
Stockhead
While green hydrogen is expected to be commercially viable in certain sectors such as steel, explosives, fertilisers, and refineries – and in certain geographies with major ongoing energy risks like Japan and Korea –Tim Buckley says it is still a decade away from commercial viability.
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ENERGY TRANSITION | Australia’s biggest electricity system ‘on life support’ as states take control of energy transition
ABC online
“The national electricity market needs fundamental reform,” Tim Buckley said. “Chaotic federal energy policy under the previous government, meant state governments going it alone.” Buckley described Victoria’s decision to renationalise part of the electricity system as ‘excellent’, saying that even though the time frame was ‘aggressive’ it would give greater certainty to everybody.”
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WINDFALL TAX | Woodside and Santos super profits, energy bills still to shoot up. What’s the scam?
Michael West Media
With Woodside reporting soaring revenues today – a 272% jump on the same quarter last year to $US5.86 billion ($9.3 billion) – CEF’s August report on an improved tax regime that would ensure fossil fuel profiteers pay their fair share comes back into focus
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There’s a big investment boom on and Australia is at the head
Fifth Estate
Tim Buckley says rising EV sales and an expanding renewable energy sector are driving the lithium market, with charging stations, green power-generation capability, eMobility providers, battery manufacturers, and energy suppliers anticipated to stimulate market growth in the coming years.
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Eye on lithium: When in comes to decarbonisation the US is putting its money where its mouth is
Stockhead
“A huge amount of political, strategic, and financial support – roughly A$370b – has been laid out and according to Tim Buckley, today’s announcement of up to $816 million in grants to three ASX listed companies only further accelerates these investment trends.”
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ENERGY TRANSITION | Victoria plan to revive public energy ownership
Canberra Times
“As we build out more supply of very cheap, variable renewable energy – firmed by batteries and so on – we will see the electricity price halve over the next decade,” CEF director Tim Buckley told AAP in a story featured across over 100 mastheads.
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ENERGY TRANSITION | Renewable energy transmission gets multi-billion injection but projects still years away
ABC Radio National Drive
Tim Buckley: “It will take 5-10 years to build out the grid after a decade of policy inaction. Now we have to move double fast to build the infrastructure and facilitate the wave of $100bn of new regional investment in wind, solar, pumped hydro, batteries and so on bringing huge employment opportunities and value adding for communities and industries, and to lower energy prices for all of us”. [at 11:45]
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ENERGY TRANSITION | Government announces funding plan for Marinus Link
ABC Radio National PM
Tim Buckley: “The critical point here is that the federal government is now working with the states to deliver on key objectives: decarbonisation, reducing the cost of power for all Australians and modernising the grid.”
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OP ED #4 CRITICAL MINERALS | When critical minerals and decarbonisation collide: eight value add refining projects
Renew Economy
In this note, Tim Buckley and Matthew Pollard review eight newer value-add refining proposals in Australia and NZ to illustrate that capital flows are accelerating to clean energy: rare earths, hydrogen electrolysers and green ammonia, vanadium, lithium hydroxide, nickel and cobalt, and downstream battery developments.
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