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Reports and Analysis

Reports and Analysis | Tim Buckley  |  Oct 17, 2022

ANALYSIS | India’s Electricity Sector Transformation Continues to Gather Pace

Newly released figures from India’s Central Electricity Authority (CEA) demonstrate the shift towards zero emissions generation, with 100% of net new capacity adds in the first half of FY2022/23 being variable renewable energy (VRE) at 98% and hydro-electricity at 2%. Read more

Reports and Analysis | Tim Buckley  |  Oct 13, 2022

REPORT | India’s Renewable Energy Journey: Short-Term Hiccups but Long-Term Trajectory Intact

IEEFA and CEF believe the long-term trajectory for renewable energy in India is still intact, even though recent global events […] Read more

Reports and Analysis | Tim Buckley  |  Oct 10, 2022

ANALYSIS | Key critical minerals projects: A $10bn investment pipeline in onshore refining

In paper #3 in a series on critical minerals, Tim Buckley and Matt Pollard document 8 key onshore refining projects in Australia exemplifying the momentum of the energy transition and capital shifts. Read more

Reports and Analysis |  |  Sep 21, 2022

ANALYSIS | Australia’s once in a generation lithium opportunity

In paper #2 in a CEF series on critical minerals, Tim Buckley and Matthew Pollard review Australia’s world-leading lithium reserves and the scope for value-adding onshore. Read more

Reports and Analysis |  |  Sep 20, 2022

ANALYSIS | More than a quarry: The growing investment into value-adding critical minerals mining in Australia

Critical minerals are key to the accelerating global energy transition and Australia is in pole position. CEF’s Tim Buckley and Matthew Pollard review the opportunities the boom presents and some key developments, in paper #1 of a series on this topic. Read more

Reports and Analysis | Tim Buckley  |  Sep 9, 2022

COMMENT | Now the race begins

The Australian Government has rejoined the global fight against the climate crisis, legislating a 43% emissions cut by 2030. Read more

Reports and Analysis | Tim Buckley  |  Aug 17, 2022

ANALYSIS | China’s global energy transition leadership

As Tim Buckley writes, China is leading the world by scaling up zero emissions industries of the future – RE, hydro power, smart grid integration, batteries, EVs, and most recently green hydrogen. In line with President Xi Jinping’s ‘Net Zero Emissions before 2060’ pledge, enormous progress has been made, but with climate impacts accelerating, ambition needs to be lifted. Read more

Reports and Analysis | Tim Buckley  |  Aug 17, 2022

REPORT | Windfall profits: Time to fix loopholes & subsidies to serve Australians better

CEF analysis finds that introducing an equitable multinational corporate tax and progressive royalty regime on Australia’s fossil fuels could contribute $322bn over 10 years. Read more

Reports and Analysis | Tim Buckley  |  Jun 3, 2022

REPORT | One AGL: from laggard to leader

In this report by Sentient Impact Group and CEF, Tim Buckley details five strategic moves AGL must make to address its declining core business and ensure successful stewardship of the inevitable and accelerating energy transition. Read more

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