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Reports and Analysis

Reports and Analysis |  |  Aug 11, 2023

CBA’s oil and gas policy ratchets up shift of finance away from fossil fuels and meets the minimum global standard

CBA released a landmark fossil fuel financing policy that rules out project finance for new (greenfield) oil and gas (O&G) extraction and for expansions of existing (brownfield) O&G extraction. CBA will also require fossil fuel clients to commit to verifiable transition plans by 2025 encompassing Scope 1, 2 and 3 emissions and aligned to a Paris Agreement “well below 2 degrees” pathway. Read more

Reports and Analysis |  |  Jul 27, 2023

COMMENT | AEMO Quarterly Energy Dynamics Report – fossil fuel hyperinflation moderating, emissions down, renewables buildout must now be expedited

June quarter wholesale electricity prices are down 59% year-on-year., a major relief after 18 months of unprecedented fossil fuel hyperinflation. There is a record 30GW of new renewable energy capacity now in the connection pipeline, but just 3GW was completed in financial year 2023. We need to see the rate of completions double to replace end-of-life coal power station capacity inevitably and predictably coming offline. Read more

Reports and Analysis |  |  Jul 25, 2023

OP ED | Epic Fail: The Productivity Commission’s Arguments Against Public Investment in Australia’s Massive Cleantech Opportunity Entirely Miss the Mark

We review the PC’s recent report which completely fails to understand the scale and urgency of Australia’s opportunity to invest public capital in leveraging our world-leading energy transition resources, attract private capital and respond effectively to unprecedented global policy interventions that are re-drawing the geopolitical landscape as the world decarbonises. Read more

Reports and Analysis |  |  Jul 21, 2023

MONTHLY CHINA ENERGY UPDATES | China Stays on Track: Declining Hydro, but Stable Variable Renewables Growth

While the drought and heatwaves are testing China’s climate resilience, China’s renewable scaling up remains strong during the first half of CY2023. Countering climate change requires efforts from all. We call for China to go even faster in accelerating its decarbonisation process, as well as call for concerted effort from the developed world economies. Read more

Reports and Analysis |  |  Jul 17, 2023

REPORT | The Lights Will Stay on: Nsw Electricity Plan 2023-30

CEF’s new modelling shows that on-schedule closure of Australia’s largest coal power station, Eraring, in August 2025 is entirely doable with accelerated transition to rooftop solar and utility scale renewables plus storage – there are more than enough projects in the pipeline to replace capacity and the capital is ready and willing. Delay would cost the people of the state $200-400bn in compensation to Eraring owner Brookfield, money which should be spent on distributed solar and the RE buildout. NSW energy minister Penny Sharpe just needs to stand firm and deliver the enormous benefits of decarbonisation to NSW. Read more

Reports and Analysis |  |  Jun 28, 2023

REPORT | A Value-Added Critical Minerals Bilateral Agreement for Australia and South Korea

Australia’s imperative to create a mutually-beneficial bilateral agreement with South Korea, leveraging the US Inflation Reduction Act to complement Korea’s battery industry and value-add onshore. Read more

Reports and Analysis |  |  Jun 28, 2023

MONTHLY CHINA ENERGY UPDATES | As climate change-driven heatwaves and drought impact China’s “dual carbon targets”, longer-term energy transition intact

China Energy Policy Analyst Xuyang Dong argues that, despite the declining hydropower caused by climate change-led drought and heatwaves in China, China’s ambition and determination on energy transition remains intact. China showed heavier reliance on coal in May, while continues renewable expansion at the same time. Read more

Reports and Analysis |  |  Jun 20, 2023

OP ED | Australia’s New Critical Minerals Strategy: International Partnership Focus Is On Point, But Investment Falls Drastically Short

We analyse the Australian Critical Minerals Strategy 2023-2030 released today by the Federal Government. The focus on leveraging international trade agreements and partnerships to position Australia in global supply chain is laudable. However, the new funding – $500m to NAIF to support downstream processing – is a drastic underinvestment in the sector that fails to respond both to the scale of Australia’s opportunity as a potential world leader in value-adding our geostrategic minerals reserves onshore using our abundant renewables, and to the ambition of our trade partners and competitors the world over, such as the game changing ~$US800bn Inflation Reduction Act that is actively reshaping global energy dynamics. Read more

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