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ANALYSIS | Globalisation: the expansion of future facing mineral companies beyond Australia
In paper #7 of CEF’s series on value adding critical minerals, Tim Buckley and Matt Pollard look at Australian companies expanding their operations beyond Australia’s borders with key international projects. Read more
India-China investment analysis in electricity as COP27 progresses
With COP27 underway, the idea of developed countries supporting developing countries with more than just talk has already backslid from “compensation” to the more nebulous political speak of “cooperation and facilitation”. However, trends in the electricity sector in China and India are showing significant promise, and speak more meaningfully than watered-down global promises. Read more
GUEST CONTRIBUTION | Decarbonising finance: lessons from world economies as India’s central bank addresses climate risk
Financial governance and risk expert Praveen Gupta looks at global moves to decarbonise finance, as the RBI consults on climate change with more than $84bn of debt at India’s leading financial institutions at risk from extreme weather events. (A version was first published in Illuminem.) Read more
CEF NEWS UPDATE | Are banks walking the climate talk? | + social mandate grows for windfall tax
We launch a new series analysing the big 5 banks’ climate finance and decarbonisation progress, plus, the latest in our series on critical minerals value-adding opportunities in Australia, and calls for a windfall tax on war profiteering fossil fuel multinationals grow. Read more
COMMENT | Federal assessment of major coal and gas projects’ climate harms a step toward a prosperous, clean energy future
Tim Buckley comments on the implications of the landmark news today that the federal environment minister will reassess 18 coal and gas projects on the basis of climate impacts – a first. Read more
ANZ FY22 Full Year Results | Climate Finance Assessment
In this first in CEF’s series of climate finance analyses of Australia’s Big 5 banks – ANZ, CBA, Westpac, NAB and Macquarie Bank – energy finance analyst Nishtha Aggarwal takes a deep dive into ANZ’s efforts against four criteria that are key to assessing progress on decarbonisation in line with science-based targets: ANZ’s climate financing pledge, customer engagement, emissions intensity by sector, and its energy loan book. Read more
GUEST CONTRIBUTION: Presentation to Australian Alliance for Energy Productivity (A2EP) conference, 19 October 2022, Nicolette Boele
Guest contributor Nicolette Boele, Smart Energy Council Expert Adviser, Electrification of Everything, and Shadow Representative for the federal seat of Bradfield, NSW, shares her insights on the key factors needed to drive the energy transition at the scale and pace required and in a way that leaves no one behind. Read more
ANALYSIS | State and federal support key to Australia becoming a critical minerals super power
In #6 in CEF’s series on critical minerals, Matt Pollard and Tim Buckley review key Australian public financial capital initiatives and their role in accelerating Australia’s critical mineral supply chain value-adding projects, with a focus on key examples. Read more
COMMENT | International Energy Agency’s World Energy Outlook 2022
The IEA released its flagship annual World Energy Outlook this afternoon AEDT against the backdrop of intersecting energy and climate crises. The WEO provides critical analysis and insights on trends in energy demand and supply. Here are CEF’s key takeouts. Read more
PRESENTATION | Energy Transition: Lithium, rare earths and other minerals – mining and value adding in Australia
Tim Buckley addresses Engineers Australia on the emerging critical minerals mining and refining boom in the context of the accelerating global energy transition. Read more
ANALYSIS | Federal budget: Substantial progress on energy transition, but fossil fuel tax reform a serious omission
The budget is pragmatic and aligned with the government’s positive energy transition commitments. However, the absence of any meaningful fossil fuel tax reform is a major omission. Read more
ANALYSIS | Australia’s mammoth renewable minerals opportunity – and how to harness it
As Tim Buckley and Matt Pollard discuss below in paper #5 in CEF’s series on critical minerals, Australia’s allies have demonstrated the growing use of federal support in accelerating private capital inflows to scale and diversify their supply chains around critical minerals, as Australia steps up to the opportunity via its new National Critical Minerals Strategy. Read more