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Reports and Analysis

Reports and Analysis | | May 5, 2026

CEF NEWS UPDATE | NEW REPORT: GLOBAL GREEN STEEL SECTOR RECALIBRATES, AUSTRALIA’S WINDOW NARROWS; STOP PROPPING UP ZOMBIE WHYALLA; ALBO CAVES IN TO GAS CARTEL; BATTERY BUILDOUT & WA PROJECTS TURBOCHARGE TRANSITION; AUS-JAPAN ENERGY & MINERALS AGREEMENTS

Reports and Analysis | | Apr 30, 2026

OFDI Tracker

Reports and Analysis | | Apr 30, 2026

REPORT | Green Metal Statecraft: Policy, Investment and Technology Trends in the Green Iron Evolution

Update report on global and domestic investment, technology and enabling policy trends that will underpin the transformation of the iron and steel value chain, building on our Green Metal Statecraft report of November 2024. Read more

Reports and Analysis | | Apr 27, 2026

CHINA ENERGY UPDATE APRIL 2026 | THE STRATEGIC MERIT OF HAVING A NATIONAL PLAN; PROGRESSIVE DECARBONISATION & ELECTRIFICATION OF EVERYTHING DRIVES ENERGY SECURITY AS US WAR ON IRAN TRIGGERS GLOBAL CRISIS

Reports and Analysis | | Apr 20, 2026

CEF NEWS UPDATE | SPECIAL UPDATE – 51 DAYS LATER: MIDDLE EAST DEBACLE RAGES, PRESSURE MOUNTS FOR ENERGY POLICY REFORM IN MAY BUDGET; NEW SAFEGUARD MECHANISM DATA; CHINA FORGES ON, LEADING GLOBAL DECARBONISATION

Reports and Analysis | | Apr 7, 2026

CHINA ENERGY UPDATE MARCH 2026 | THE STRATEGIC MERIT OF HAVING A NATIONAL PLAN PROGRESSIVE DECARBONISATION & ELECTRIFICATION OF EVERYTHING DRIVES ENERGY SECURITY AS US WAR ON IRAN TRIGGERS GLOBAL CRISIS

Reports and Analysis | | Mar 26, 2026

CEF NEWS UPDATE | WAR ON IRAN DEMANDS URGENT FOSSIL FUEL POLICY REFORM; NEW CEF REPORT: AUS MIA AS CHINA INVESTS US$12Obn LOCKING IN GLOBAL MINERALS SUPPLY; $2bn BOYNE BAILOUT HELPS CROWD-IN $7.5bn RENEWABLES INVESTMENT FROM RIO; RENEWABLES SURGE SEES AER FLAGGING FALLING ELECTRICITY PRICES FROM JULY.

Reports and Analysis | | Mar 18, 2026

REPORT | Raw Power: China locks-in global dominance of critical minerals and metals with $120bn outbound investment surge

China’s ‘going global’ strategy to secure value chains in zero-emissions industries is also boosting its partner economies, with lessons for Australia. Read more

Reports and Analysis | | Mar 15, 2026

China OFDI Transaction Tracker – Mining and Cleantech

Reports and Analysis | | Mar 10, 2026

CEF NEWS UPDATE | IRAN WAR ANOTHER WAKE-UP CALL TO END IMPORTED OIL ADDICTION; DATA CENTRES MUST BYO GREEN POWER; WHYALLA GAS LOCK-IN IS A MASSIVE OWN GOAL; RENEWABLES INVESTMENT OUTPACING CLIMATE & ENERGY TARGETS

Reports and Analysis | | Mar 3, 2026

Public Interest Principles for Data Centres

Reports and Analysis | | Mar 3, 2026

Data centre rush must power itself says industry, unions and environment groups

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