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Reports and Analysis |  |  Nov 2, 2023

ANALYSIS| STILL WAITING: TREASURER FLAGS AUSTRALIAN RESPONSE TO US INFLATION REDUCTION ACT – GOOD START BUT MORE AMBITION URGENTLY NEEDED 

We welcome and applaud the Treasurer’s focus today on 4 key industry and economic opportunities, which reflect the key priorities CEF and its partners have identified: refining and processing critical minerals; supporting manufacturing of generation and storage technologies, including batteries; producing renewable hydrogen and its derivatives like ammonia; and forging green metals including green iron. We need to see further details, but the Treasurer’s assertion that $225bn capital investment is needed by 2050 is too low by orders of magnitude, this timeframe is too late, and it reveals a too-cautious federal policy mindset that risks forgoing Australia’s opportunity to position itself as a leader in global cleantech supply chains as the world moves at breakneck speed to decarbonise. Read more

Reports and Analysis |  |  Oct 30, 2023

MONTHLY CHINA ENERGY UPDATE | Renewable expansion beyond China via Belt and Road Initiatives

China’s renewables expansion remained strong in September, with 22.6GW of zero emissions capacity added. Hydropower continued to recover in September, reaching 139TWh, up 40.8% y-o-y. In contrast there was only a 2.8% y-o-y increase in thermal power capacity. This month saw China celebrates the 10th anniversary of the Belt and Road Initiatives (BRI) with a pledge of $107bn over the next five years. In the meantime, China’s massive scaling-up of solar manufacturing has changed global solar dynamics triggering a rapid price deflation of solar components and taking prices to record lows. Read more

Reports and Analysis |  |  Oct 30, 2023

Big banks take on greening Australia’s $10tn housing stock

Modernising the nation’s $10tn housing stock promises to ease cost of living pressures, improve the health and comfort of homes, whilst helping to solve climate change. Australian banks are the main entry point to financing home energy performance upgrades. With a combined 46% mortgage market share, CBA and Westpac have powerful levers to help transform and decarbonise the sector. Read more

Reports and Analysis |  |  Oct 26, 2023

OP ED | ALBO’S $2BN TOKEN FOR CRITICAL MINERALS MEANS OUR GOLDEN OPPORTUNITY GOES BEGGING

The $2bn top up for the federal Critical Minerals Facility pledged by Prime Minister Anthony Albanese during his state visit to the US this week is an entirely insufficient response to the US$1 trillion industrial and energy stimulus of the Inflation Reduction Act (IRA). The IRA is the biggest commitment of public funding in US history – and the single biggest opportunity for Australia this generation. Here’s why. Read more

Presentations |  |  Oct 26, 2023

PRESENTATION | Embodied Decarbonisation: How renewables can supercharge Australia’s value-added critical minerals boom

Tim Buckley’s presentation for the Investment Innovation Institute on the global energy transition: how China leads the world in the global technology and investment race, how the US IRA changes everything; Australia’s Critical Minerals Strategy and how we can embody decarbonisation in our exports; and stockmarket examples of energy transition. Read more

Submissions |  |  Oct 24, 2023

SUBMISSION | Inquiry into the NSW Climate Change (Net Zero Future) Bill 2023

CEF partially supports the proposed Climate Bill, but recommend it be strengthened to better align with the climate science, the clear and growing cost of inadequate action and the once-in-a-century opportunities of rapid decarbonisation for investment, jobs and cost of living. The absence of an strong interim emissions reduction target in 2035 is a particular concern, given deep cuts must be front loaded in the next decade if we are to have hope of preventing catastrophic climate change. Read more

Presentations |  |  Oct 19, 2023

PRESENTATION | A Renewable Energy & Critical Minerals Superpower

CEF’s Tim Buckley, Matt Pollard and Xuyang Dong present to the Asia Investor Group on Climate Change on the global decarbonisation investment race and Australia’s opportunity to position itself as a zero-emissions trade and investment powerhouse as China leads the world on energy transition and the US IRA triggers a race to the top. Read more

Presentations |  |  Oct 18, 2023

PRESENTATION | The drivers of the accelerating energy transition and considerations for global investors

Tim Buckley’s presentation to Northcape, an international boutique fund manager with over $12bn under management, focusses on the acceleration of the global energy transition as capital shifts to decarbonisation worldwide, and potential investor considerations. Read more

Reports and Analysis |  |  Oct 17, 2023

ANALYSIS | The massive green iron opportunity is there for Australia to develop, but it requires strategic public capital investment and a decarbonised grid 

With Sweden’s H2GS building the world’s first large-scale green steel plant and Europe’s first giga-scale electrolyser, we look at the massive opportunity for Australia – the world’s biggest producer of iron ore – to lead in the production of green iron, and the conditions that make this possible: substantial national interest public capital investment to trigger private investment at scale, and a massive decarbonisation of our grid to supply 100% green energy for processing. We must do more than dig and ship! Read more

Presentations |  |  Oct 12, 2023

PRESENTATION | Renewable Energy & Critical Minerals Superpower

Tim Buckley’s presentation to Ethinvest on the challenge facing Australian industry policy in light of the US IRA and the global energy transition. Read more

Reports and Analysis |  |  Oct 3, 2023

MONTHLY CHINA ENERGY UPDATE | China’s Renewable Boom Sparks EU Concerns and Offers EMDEs Opportunities

China’s renewable leadership offers challenges and opportunities on the path to global decarbonization. In August 2023, China’s renewable energy sector gained momentum with increased hydropower generation after months of droughts. Solar and wind power continued to dominate new capacity additions. Zero emissions capacity is now accounting for 50% of China’s total installed capacity. While China prioritizes economic development over rapid fossil fuel phase-out, EU raises concerns about China’s renewable supply chain dominance due to China’s rapid renewable manufacturing expansion. Nonetheless, this presents an opportunity for emerging markets to accelerate their energy transitions. To meet global net-zero goals, China and other developed nations must invest in emerging economies. Read more

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