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 |
CEF NEWS UPDATE | A transformative week in Australia’s energy transition
IN this update, we track a transformative period in Australian energy policy with the federal government announcing the first tranche of its $20bn Rewiring the Nation plan and major advances in Victoria and QLD Read more
ANALYSIS | When critical minerals and decarbonisation collide: eight newer value-add refining proposals in Australia & NZ
In this note, paper #4 in our series on critical minerals posted here, CEF’s Tim Buckley and Matthew Pollard review eight newer value-add refining proposals across Australia and NZ to illustrate that capital flows to green energy are accelerating: rare earths, hydrogen electrolysers and green ammonia, vanadium, lithium hydroxide, nickel and cobalt, and value-added downstream battery developments. Read more
ANALYSIS | India’s Electricity Sector Transformation Continues to Gather Pace
Newly released figures from India’s Central Electricity Authority (CEA) demonstrate the shift towards zero emissions generation, with 100% of net new capacity adds in the first half of FY2022/23 being variable renewable energy (VRE) at 98% and hydro-electricity at 2%. Read more
Master Class: The maths of energy investment – Energy transition momentum is building
Tim Buckley’s presentation to PWC and the YPO (Young Professionals’ Organisation) Read more
REPORT | India’s Renewable Energy Journey: Short-Term Hiccups but Long-Term Trajectory Intact
IEEFA and CEF believe the long-term trajectory for renewable energy in India is still intact, even though recent global events […] Read more
ANALYSIS | Key critical minerals projects: A $10bn investment pipeline in onshore refining
In paper #3 in a series on critical minerals, Tim Buckley and Matt Pollard document 8 key onshore refining projects in Australia exemplifying the momentum of the energy transition and capital shifts. Read more
ANALYSIS | Australia’s once in a generation lithium opportunity
In paper #2 in a CEF series on critical minerals, Tim Buckley and Matthew Pollard review Australia’s world-leading lithium reserves and the scope for value-adding onshore. Read more
ANALYSIS | More than a quarry: The growing investment into value-adding critical minerals mining in Australia
Critical minerals are key to the accelerating global energy transition and Australia is in pole position. CEF’s Tim Buckley and Matthew Pollard review the opportunities the boom presents and some key developments, in paper #1 of a series on this topic. Read more
VIDEO | ABC TV’s The Business
Elysse Morgan interviews Tim Buckley on CEF’s Windfall Profits report and the case for fossil fuel tax reform, which CEF analysis shows would net $322bn over 10 years. Read more
COMMENT | Now the race begins
The Australian Government has rejoined the global fight against the climate crisis, legislating a 43% emissions cut by 2030. Read more
VIDEO | Time to act: Green finance is key to achieving climate action at the scale needed
In this video presentation to the Doctors for the Environment 2022 national conference, CEF director Tim Buckley details how green […] Read more
ANALYSIS | China’s global energy transition leadership
As Tim Buckley writes, China is leading the world by scaling up zero emissions industries of the future – RE, hydro power, smart grid integration, batteries, EVs, and most recently green hydrogen. In line with President Xi Jinping’s ‘Net Zero Emissions before 2060’ pledge, enormous progress has been made, but with climate impacts accelerating, ambition needs to be lifted. Read more
