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Reports and Analysis |  |  Jun 11, 2024

OP ED | Queensland Budget 2024-25: A Win for Renewable Energy, Jobs, Investment, and a Win for Queenslanders.

The Miles Government has delivered its first budget, inclusive with the largest state investment package for renewable energy to-date in Australia. This provides the critical impetus required to crowd tens of billions of private capital into establishing the sunshine state as a renewable energy superpower, and accelerate the development of emerging low-emission industries to safeguard the state’s future economic and jobs growth, leveraging the global shift to a decarbonised economy. Read more

Reports and Analysis |  |  Jun 7, 2024

OP ED | China’s Massive Investment into Cleantech R&D and Manufacturing is Catalysing the Global Energy Transition

10 years ago, President Xi Jinping delivered a speech outlining that developing a New Energy Vehicle (NEV) industry was the only way for China to become a global automobile manufacturing powerhouse. This speech marked the pivotal moment of China’s trajectory in developing its new energy industry. Fast forward a decade, through strategic industry and energy policy, and a core focus on research and development (R&D), China has become the largest NEV manufacturer in the world, and in 2023, overtook Japan as the world’s largest auto exporter. Read more

Reports and Analysis |  |  May 29, 2024

MONTHLY CHINA ENERGY UPDATE | New Solar Deployment Accelerates amid CO2 Emissions Slowdown

During the first 4 months of CY2024, China added 79.7GW of zero-emissions new capacity, accounting for 90% of the net capacity additions. China added 76.9GW of wind and solar capacity from January to April, if this pace sustains or accelerates in the rest of the year, China will achieve its 1,200GW of installed wind and solar capacity by 2030 target this year, 6 years ahead of time. In March, China saw its CO2 emissions fall for the first time in the past 14 months. China’s thermal power generation increased 5.9% y-o-y during the first 4 months of CY2024, despite the massive expansion in renewable energy deployment. Biden’s 100% tariff on Chinese EVs might not be as effective as Chinese EV makers remain price-competitive even after the add-on tariffs, but Chinese EV leaders will renew their focus on other key markets like Brazil and Indonesia. The US’s 50% tariff on solar products hurts American consumers and slows down its national renewable energy development. Read more

Reports and Analysis |  |  May 10, 2024

MONTHLY CHINA ENERGY UPDATE | China to Meet its Climate Target 6 Years Early and Robust Market Outlook

During the first quarter of 2024 (1QCY2024), China added 69.4GW of new electricity capacity to the grid, with 91% of it being renewable energy. China is projected to exceed its 2030 target for installed solar and wind capacity six years early. The electricity generation mix shows a rising contribution from zero-emissions sources, with wind power surpassing hydropower for the first time. In the EV market, China remains the world’s largest, with nearly 1.9 million electric cars sold in 1QCY2024. Additionally, China’s solar manufacturing industry faces challenges due to overcapacity, although major players like Jinko Solar remain financially strong even as gross margins contract as solar module prices are now down 50% y-o-y. Read more

Reports and Analysis |  |  Apr 30, 2024

REPORT | POWER SHIFT: Staggering rise of renewables positions China to end new coal power before 2030

Based on extensive modelling of China’s electricity market, CEF’S new report forecasts that thanks to China’s staggering surge in renewable energy generation, coal power generation will peak well before 2030, then plateau and decline. On the basis of China’s electricity decarbonisation progress to date, the report finds that it is entirely feasible for China to dramatically slow the rate of its new coal power plant buildout and cease the construction of new plants before 2030. This has profound significance for global decarbonisation. China is currently responsible for 96% of the world’s new coal power under construction. Read more

Reports and Analysis |  |  Apr 24, 2024

OP ED | More Emissions is Not Less Emissions: Woodside AGM Sees ‘Climate Action Plan’ Torpedoed by Heavyweight Investors

This week’s voting down of Woodside Energy’s misnamed Climate Transition Action Plan at the oil and gas giant’s 70th AGM is historic. It represents a milestone in shareholder activism – and a clarion call that the tide is turning on laggard fossil fuel majors that fail to responsibly and credibly address the greatest single risk they face: climate change. Read more

Reports and Analysis | Tim Buckley & AM Jonson  |  Apr 11, 2024

Future Made in Australia Act to Put Australia in Global Cleantech Race

Prime Minister Anthony Albanese today announces the Future Made in Australia Act, designed to deliver a uniquely Australian Response to the US Inflation Reduction Act (IRA) – which is turbocharging renewables, cleantech and reindustrialisation in the US as it drives massive private capital investment – and comparable initiatives across other major economies. The Act will bring together a co-ordinated and comprehensive package of new and existing decarbonisation initiatives to seize the opportunities of a future made in Australia. It promises massive new investment, regional employment and net export opportunities, leveraging and value-adding our world-leading natural resources, both renewables and mining, as well as our expertise, geographic position in Asia and financial strengths. Read more

Reports and Analysis |  |  Apr 11, 2024

Green (Buildings) Wash?: Big banks’ ~$400bn sustainable finance target misses mark on driving enormous net zero opportunity by disproportionate allocation to minimally energy-efficient property asset class

The new analysis is the first to quantify and compare the capital allocations of the Big 4 banks to renewable energy and whole of economy decarbonisation. It reveals that only 7% of the Big 4 banks’ collective $385bn sustainable finance target (SFT) by 2030 is directed to financing renewable energy and hard to abate industries. The vast majority of their climate-related capital allocations – between 44% and 72% – channelled into the low hanging fruit of BAU ‘green buildings’ that meet minimum energy efficiency regulations. Read more

Reports and Analysis |  |  Mar 28, 2024

REPORT | More coal subsidies to extend Eraring?  Heads, Origin wins; Tails, taxpayers lose

CEF’s new report reveals taxpayers would be on the hook for $150m per year in subsidies to Origin Energy to keep ageing coal clunker Eraring operating beyond its planned closure date in August 2025, and confirms there is enough renewable capacity in the pipeline to offset the closure. Read more

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