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 |
OP ED | Intergenerational Report: Opportunity Remains To Mobilise Super For Net-Zero Transformation
CEF Special Advisor Paul Oosting looks at Australia’s opportunity to reform superannuation benchmarks to support investment in energy transition in light of last week’s release of the Intergenerational Report by Treasurer Jim Chalmers. Read more
MONTHLY CHINA ENERGY UPDATE | China Continues to Massively Scale Up Renewables while adding Thermal Power
Not only was it another near record month of 22GW of wind and solar added for July 2023, but it was also another month of 6.3GW of new coal power plants in China. National electricity demand grew 5.0% y-o-y, and hydropower generation continued to decline. Even with strong wind and solar growth, coal power generation continues to grow at above market growth rates of +7.9% y-o-y in July. Read more
JOINT STATEMENT | DELAYING ERARING CLOSURE DELAYS OUR CLEAN ENERGY TRANSITION. Delays will cost consumers, build the climate crisis, and undermine investor certainty
A joint statement with the Clean Energy Investor Group, Smart Energy Council and Nexa Advisory responding to news that the NSW government’s electricity review will recommend delaying the 2025 closure of the Eraring coal power station, Australia’s largest. Read more
PRESENTATION | Altius Sustainability Committee – Renewable Energy and Critical Minerals Superpower
Tim Buckley’s presentation to the Altius Sustainability Advisory Committee maps the accelerating global energy transition and Australia’s opportunity Read more
The US IRA one year on: a quickstart guide to how Australia should respond
Tim Buckley of CEF and Blair Palese, founder of the Climate Capital Forum, review the key impacts of the game changing US Inflation Reduction Act, which is turbocharging the green transition, one year after its introduction, and set out the 5 key things Australia should to respond and leverage our huge opportunities renewables powered processing of world leading critical minerals and energy transition materials. Read more
PRESENTATION | Renewable Energy Superpower: Beyond the Rhetoric
Tim Buckley’s presentation to the ALP National Conference in Brisbane, its key policy endorsement forum, sets out the challenge the US Inflation Reduction Act poses to Australia as it turbocharges US and global decarbonisation, and sets out what Australia need to do to urgently respond. Read more
CBA’s oil and gas policy ratchets up shift of finance away from fossil fuels and meets the minimum global standard
CBA released a landmark fossil fuel financing policy that rules out project finance for new (greenfield) oil and gas (O&G) extraction and for expansions of existing (brownfield) O&G extraction. CBA will also require fossil fuel clients to commit to verifiable transition plans by 2025 encompassing Scope 1, 2 and 3 emissions and aligned to a Paris Agreement “well below 2 degrees” pathway. Read more
PRESENTATION | The global energy transition
Tim Buckley’s presentation to GMR Energy, a leading independent developer of energy storage assets in Australia, and a portfolio company of Gaw Capital Partners, an international private equity and asset manager with over US$36 billion under management. Read more
PRESENTATION | National Manufacturing Summit on manufacturing & energy transition
Tim Buckley speaks at the Centre for Future Work’s National Manufacturing Summit on the global energy transition and implications for Australia Read more
PRESENTATION | United Nations Sustainable Development Goals: Climate finance and the Australian opportunity
Global climate financing momentum is accelerating towards a decarbonised economy. Australia has a once in a lifetime opportunity to invest to generate affordable clean energy (SDG 7) create economic strength (SDG 8), responsible production (SDG 12) and act to mitigate climate change this decade (SDG 13). Read more