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AGL Batteries Battery Budget BYD China Coal Critical minerals Decarbonisation Election Electric Vehicle Electricity/electrification Energy crisis Federal Election 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
PODCAST | Tim & Grant McDowell on Spark Club: Election, EV Market, Budget & Solar Trends
Spark Club Podcast
Highlights
Federal election has been called this morning – for 3rd May 2025
Budget – not much climate or energy information in the budget, perhaps there’s more to be announced during the election.
BYD’s amazing stats. Matt Pollard’s oped in RenewEconomy. 120,000 R&D staff!!!
EV momentum Tim shares overall EV market stats, perhaps a lowlight for Tesla.
Caroline’s Wang work on electricity generation stats. Highlighting the first two months of 2025 performance.
Harry Martin’s International Solar PV and Bess Manufacturing Trends. See Climate Energy Finance report.
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Time for AEMO to get real and stop ringing the alarm bell on gas shortages
Renew Economy
The Australian Energy Market Operator (AEMO) quarterly gas report highlights electrification of gas use is contributing to a downward trend in forecast gas consumption for commercial, residential and industrial users.
Since the 2024 Gas Statement of Opportunity (GSOO), AEMO notes domestic gas consumption has continued to decline. The reduction in gas consumption has coincided with noticeably higher retail gas prices compared to recent years and slower growth of new building approvals.
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In Attempt to Avoid Trump Tariffs, Japan and Europe Make Questionable Gas Deals
Drilled
Hoping to avoid 25% tariffs, Japanese and European officials have agreed to deals analysts are describing as financially questionable. Meanwhile, […]
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