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As Tim Buckley and Matt Pollard discuss below in paper #5 in CEF’s series on critical minerals, Australia’s allies have demonstrated the growing use of federal support in accelerating private capital inflows to scale and diversify their supply chains around critical minerals, as Australia steps up to the opportunity via its new National Critical Minerals Strategy. Read more

As Tim Buckley writes, hydrogen has great potential in our decarbonisation pathway, but absent massive subsidies, commercial viability is a decade away, and we need to beware the hype. Read more

IN this update, we track a transformative period in Australian energy policy with the federal government announcing the first tranche of its $20bn Rewiring the Nation plan and major advances in Victoria and QLD Read more

In this note, paper #4 in our series on critical minerals posted here, CEF’s Tim Buckley and Matthew Pollard review eight newer value-add refining proposals across Australia and NZ to illustrate that capital flows to green energy are accelerating: rare earths, hydrogen electrolysers and green ammonia, vanadium, lithium hydroxide, nickel and cobalt, and value-added downstream battery developments. Read more

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

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

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

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

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

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

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

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