Reports and Analysis
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
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
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
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
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
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