Our work

Tim presents at SPREE Seminar at UNSW. China is leading a global energy system transformation, driven by solar power and Battery Energy Storage Systems (BESS). In 2024, renewables accounted for 92.5% of global capacity additions, with ongoing deflation and technological advancements in solar and BESS fueling continued growth. China dominates cleantech manufacturing, research, development, domestic installations, exports, and foreign investments. It also leads the world in firmed renewable energy, adding a remarkable 375GW of zero-emissions capacity in 2024. Read more

Read more

Climate Energy Finance’s new report, International Solar PV and BESS Manufacturing Trends, has delved into developments across China, the European Union, the United States, India, Australia, and the Middle East through early 2025. CEF observes continued price deflation in solar PV and batteries – prices dropped 20% for batteries, and Chinese panels plummeted by 37 to 46% in 2024. This cost reduction has turbocharged deployment rates, with almost 600GW of solar PV installed in 2024. Assuming continued growth in China deployments, 700GW this year seems likely, and CEF projects this will rise to 1,000GW per annum by 2030. BESS installation rates are expected to treble in this timeframe. With solar modules and battery manufacturing capacity at three times the current global installations, expectations of plateauing installations are entirely unlikely. Read more

Australia’s green steel transition presents both a major challenge and a significant opportunity. China is rapidly moving towards decarbonisation, creating an opportunity for Australia to lead in green iron production. However, building a green iron industry faces hurdles, even in adopting low-emission methods like Direct Reduced Iron given our expensive domestic fossil gas. Key steps for success in this industry were discussed at the Australian Green Iron & Steel Forum on March 26-27, 2025, at Pan Pacific Perth, where Tim was invited as a speaker. Read more

The “Solar and Storage 2025” event was held on March 26-27, 2025, at the Brisbane Convention & Exhibition Centre. It focused on the latest in solar energy and energy storage, bringing together experts to discuss industry trends, challenges, and opportunities. Read more

The “Solar and Storage 2025” event was held on March 26-27, 2025, at the Brisbane Convention & Exhibition Centre. It […] Read more

In 2024, China registered 31.436 million new automobiles, a rise of 4.5 per cent over the previous year, with the […] Read more

Combined solar and wind power capacity in China surpasses coal capacity for the first time in February 2025 Read more

“Our new report finds the world will install 1,000GW of solar PV per annum by 2030, driven by rapid price deflation and technology acceleration. China’s continued manufacturing dominance is behind this momentum, with other jurisdictions like the EU, US and India scrambling to respond. Raising tariff barriers to try and contain China’s lead and domestic manufacturing capability is ineffective; strategic collaboration with market leaders is the only way forward for countries seeking to host manufacturing facilities and safeguard their own domestic energy transitions.” Read more

Bring on a carbon price, and an Asian CBAM to remove the grey discount and mobilise global capital at the speed and scale we need! I suggested Kate Chaney MP take on the Trade Minister portfolio post the May 2025 election in acknowledgement the power and intellect of our growing group of brilliant, experienced Community Independents – who are not career politicians but street smart corporate and public leaders. If Mark Carney can be Canadian PM without holding a seat, and the National Party can demand the right to be Deputy PM and hold the Liberal party to ransom over the climate science, its time for a Teal to hold a key Ministry or two, along with balance of power in both the upper and lower houses! Read more

Gas consumption continues to follow a declining trend with several drivers. AEMO’s shortfall predictions are later than previously stated. AEMO forecasts methane gas use in the National Electricity Market (NEM) will drop 60% from 145PJ in 2020 to a multi-decade record low of 60PJ in 2027, but will then miraculously more than double to 130PJ again by 2034. Read more

The conversation also covers Australia’s role in the energy transition, acknowledging the country’s significant reliance on fossil fuel exports but emphasizing its renewable energy potential. Tim discusses Australia’s advantages in solar and wind resources, comparing its progress with countries like China and India, who are leading in renewable energy installation. Tim argues that Australia must embrace decarbonization opportunities, particularly by leveraging its mining sector to produce green iron and create value-added exports that could significantly reduce emissions in the steel industry. Read more