Critical minerals
AGL China Coal Critical minerals Decarbonisation Electricity/electrification Energy crisis Finance Sector & Emissions Hydrogen India & Adani offshore wind Renewables Taxes and subsidies US IRA/EU NZIA et al
QLD to build $75m vanadium, rare earth processing facility
PV Magazine
The Queensland government will invest $75 million in a critical minerals demonstration facility in Townsville, heralding a pivot to onshore value-adding. As Australia looks to establish itself as a leader in the sector,Tim Buckley notes that the federal government needs to enforce sensible regulations around the whole ecosystem early, including recycling, processing facility efficiency and carbon and pollution standards to ensure social licence.
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Does Australia have the stomach to become a critical minerals superpower?
PV Magazine
Tim Buckley comments that public opposition has the potential to undercut the burgeoning critical minerals industry unless governments enforce “sensible regulations” early, including recycling, processing facility efficiency and carbon standards and pollution.
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Australia and US push to ‘friendshore’ critical supply chains draws rebuke from China
PV Magazine
“Friendshoring” – ensuring supply chains come from geopolitical allies – is the focus of this piece featuring the work of CEF’s Tim Buckley and Matt Pollard analysing critical minerals value adding projects in Australia.
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Australia’s playbook to become a renewable mineral superpower
Climate & Capital Media
CEF’s Tim Buckley and Matt Pollard explore how Australia’s new Labor government has set its sights on 21st-century gold: value adding our world leading supplies of lithium and rare earth minerals.
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State and federal support key to Australia becoming a critical minerals super power
Renew Economy
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.
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Curtain call for fossil fuels: IEA says Ukraine war locks in shift to renewables
Renew Economy
Tim Buckley calls on Australian governments and industry to note the IEA’s forecast for the ongoing structural decline of coal, modelling up to a 45% decline globally by 2030. The agency also highlights the structural demand for key critical minerals and hence the opportunity for Australia as a world leader in critical mineral resources.
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OP ED #5 CRITICAL MINERALS | Australia’s mammoth renewable minerals opportunity – and how to harness it
Renew Economy
The Albanese government is accelerating Australia’s value-added critical minerals industry with the new National Critical Minerals Strategy announced last week. In paper #5 on critical minerals, Tim Buckley and Matt Pollard look at policy developments here and in North America, where public-private financing for the transition is massively upscaling.
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There’s a big investment boom on and Australia is at the head
Fifth Estate
Tim Buckley says rising EV sales and an expanding renewable energy sector are driving the lithium market, with charging stations, green power-generation capability, eMobility providers, battery manufacturers, and energy suppliers anticipated to stimulate market growth in the coming years.
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Eye on lithium: When in comes to decarbonisation the US is putting its money where its mouth is
Stockhead
“A huge amount of political, strategic, and financial support – roughly A$370b – has been laid out and according to Tim Buckley, today’s announcement of up to $816 million in grants to three ASX listed companies only further accelerates these investment trends.”
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OP ED #4 CRITICAL MINERALS | When critical minerals and decarbonisation collide: eight value add refining projects
Renew Economy
In this note, Tim Buckley and Matthew Pollard review eight newer value-add refining proposals in Australia and NZ to illustrate that capital flows are accelerating to clean energy: rare earths, hydrogen electrolysers and green ammonia, vanadium, lithium hydroxide, nickel and cobalt, and downstream battery developments.
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GM Signs Landmark Agreement With Australian Company for Critical Minerals
The Epoch Times, US
GM to source nickel and cobalt from QLD based QPM. “Tim Buckley told The Epoch Times in April that Australia has the potential to become a world leader in the ‘green’ revolution, given its resource wealth in lithium, rare earths, copper, cobalt, nickel, wind, solar, and hydro – everything needed to benefit from the U.N.-led push for decarbonization.”
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OP ED #3 CRITICAL MINERALS | Eight key critical minerals projects in Australia’s $10bn pipeline
Renew Economy
By Tim Buckley and Matt Pollard, CEF. Australia has the potential to be a Critical Minerals Mining and Refining Superpower, […]
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