Electricity/electrification
AGL Batteries Battery China Coal Critical minerals Decarbonisation Electric Vehicle Electricity/electrification Energy crisis Finance Sector & Emissions gas Green Iron/Steel Hydrogen India & Adani Nuclear offshore wind OP EDS Renewables Solar Taxes and subsidies TIM BUCKLEY ON THE SPARK CLUB PODCAST US IRA/EU NZIA et al Wind
How much will Australia realistically achieve with its critical minerals?
PV Magazine
Buckley of Climate Energy Finance pointed out Australia could also have an opportunity when it comes to heavy haulage electric trucks, since as a nation we command much of the market via our mining industry. “In heavy haulage vehicles, Australia is number two,” he said.
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New 10MW electrolyser to feed gas into homes, experts shake their heads
Renew Economy
A $51 million, 10 megawatt (MW) electrolyser is planned for North East Water’s local wastewater plant in Wodonga, one of the largest proposed for Australia, and will feed green hydrogen into the local gas network at a blend of up to 10 per cent. Tim Buckley says gas companies are substituting high emission, low cost gas for low emission, high cost green hydrogen and it’s a low value use of the hydrogen.
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OP ED | Critical minerals strategy needs to dig a little deeper
Canberra Times
With the world racing ahead with huge subsidies attracting massive capital inflows, the $500m commitment in the new federal Critical Minerals Strategy released this week is a drop in the ocean, and fails to take advantage of Australia’s unique position in the energy transition as a potential critical minerals value-adding superpower.
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OP ED | Missed opportunity: Critical minerals strategy falls drastically short on funding
Renew Economy
Australia has the potential to secure its position as a world leader in value-added critical minerals supply that underpins the energy transition. However, while the new Australian Critical Minerals Strategy 2023-2030 released by the federal government this week rightly foregrounds leveraging international supply and value chain partnerships, the new funding of $500m to NAIF fails to invest in Australia’s minerals boom at a scale commensurate with the opportunity – and is an inadequate response to the capital investments of our partners and competitors in the global decarbonisation race, such as the US IRA.
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Tim Buckley on AEMO CEO’s commentary that investment in energy transition is too slow & the new federal Critical Minerals Strategy.
ABC TV The Business
Tim Buckley breaks down the statement by AEMO CEO Daniel Westerman today that we are not moving fast enough on decarbonisation of the grid; and speaks to the federal government’s Critical Minerals Strategy released today that announced a $500m commitment to minerals processing – a disappointing underinvestment in Australia’s once in a century opportunity to leverage our massive reserves and lead globally on value-added energy transition materials.
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