AGL | CEF NEWS UPDATES | CEF SERIES ON CRITICAL MINERALS | China | Coal/electricity/electrification | Critical minerals | Decarbonisation | Energy Crisis | Finance Sector & Emissions | Green Iron | Hydrogen | India & Adani | Monthly China Energy Updates | Nuclear | Submissions | Taxes & subsidies | US IRA/ NZIA et al |
MONTHLY CHINA ENERGY UPDATE | Hydropower Generation Recovered, Driving Down Thermal Power Demand
China’s total electricity demand shows an overall 6.1% increase from January to September 2024, reaching 7,213TWh. In September alone China’s electricity demand reached 837TWh, +8.9% y-o-y. Of this 38% of the generation comes from zero emissions power, +12.9% y- Read more
REPORT | Green Metal Statecraft: Forging Australia’s Green Iron Industry
CEF’s new report examines the global shift towards decarbonising the iron and steel industry and outlines a strategic plan for Australia to capitalise on this transition by establishing a domestic green iron industry, leveraging its comparative advantages in its vast iron ore reserves and renewable energy potential. Read more
PRESENTATION | China outbound foreign investment
Tim Buckley presents a Macquarie Research Investor Briefing on China’s astonishing cleantech outbound investment Read more
PRESENTATION | ANU Solar Oration – Solar step change
Tim Buckley gives the prestigious ANU Solar Oration, detailing how solar has become the dominant source of net new electricity capacity installed globally with China leading a global step change in cleantech manufacturing capacity. Solar continues to be deflationary, driving deployment – and disruptive in combination with batteries and EVs. Tim also looks at the implications for Australian energy transition and the policy frameworks we need to speed decarbonisation. Read more
Storm Clouds for QLD’s Clean Energy Leadership as LNP Assumes Power
The QLD state election last week saw the David Crisafulli-led LNP form a majority government. The sunshine state is now at serious risk of being locked into high-emission fossil fuels to power the state, derailing the crowding-in of tens of billions of renewable energy and green industry capital unlocked by the critical new transmission and grid firming investments made under the previous government. Read more
PRESENTATION | Climate finance in the energy sector
Tim Buckley’s presentation to the AustCham FIT Industry Forum on global decarbonisation. Read more
PRESENTATION | Progress being made against fossil fuel dominance: good news stories on renewables and the growing strength of the global energy system transformation
Tim Buckley’s presentation to the annual ARCCC conference. Read more
REPORT | GREEN CAPITAL TSUNAMI: China’s >$100 billion outbound cleantech investment since 2023 turbocharges global energy transition
CEF’s news report shows that a green capital tsunami of investments from China into cleantech around the world is speeding decarbonisation, but Australia, with its opaque foreign investment regime, is missing out, as investment hit a multidecade low last year, forgoing its massive opportunity to co-invest with China in clean energy-powered onshore value-adding, including green iron. Read more
