Media

“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. Read more

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. Read more

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

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. Read more

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. Read more

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. Read more

“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.” Read more

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. Read more

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.” Read more

By Tim Buckley and Matt Pollard, CEF. Australia has the potential to be a Critical Minerals Mining and Refining Superpower, […] Read more

By Tim Buckley and Matt Pollard, CEF. Global critical minerals demand is expected to surge five to tenfold over this […] Read more

By Tim Buckley and Matt Pollard, CEF. The energy transition will require a fundamental reshaping of the global landscape. We […] Read more