Solar Farm close up

Our work

Reports and Analysis

Reports and Analysis | Tim Buckley  |  Nov 15, 2022

ANALYSIS | Globalisation: the expansion of future facing mineral companies beyond Australia

In paper #7 of CEF’s series on value adding critical minerals, Tim Buckley and Matt Pollard look at Australian companies expanding their operations beyond Australia’s borders with key international projects. Read more

Reports and Analysis | Tim Buckley  |  Nov 11, 2022

India-China investment analysis in electricity as COP27 progresses

With COP27 underway, the idea of developed countries supporting developing countries with more than just talk has already backslid from “compensation” to the more nebulous political speak of “cooperation and facilitation”. However, trends in the electricity sector in China and India are showing significant promise, and speak more meaningfully than watered-down global promises. Read more

Reports and Analysis |  |  Nov 8, 2022

GUEST CONTRIBUTION | Decarbonising finance: lessons from world economies as India’s central bank addresses climate risk

Financial governance and risk expert Praveen Gupta looks at global moves to decarbonise finance, as the RBI consults on climate change with more than $84bn of debt at India’s leading financial institutions at risk from extreme weather events. (A version was first published in Illuminem.) Read more

Reports and Analysis | Tim Buckley  |  Nov 6, 2022

CEF NEWS UPDATE | Are banks walking the climate talk? | + social mandate grows for windfall tax

We launch a new series analysing the big 5 banks’ climate finance and decarbonisation progress, plus, the latest in our series on critical minerals value-adding opportunities in Australia, and calls for a windfall tax on war profiteering fossil fuel multinationals grow. Read more

Reports and Analysis | Tim Buckley  |  Nov 4, 2022

COMMENT | Federal assessment of major coal and gas projects’ climate harms a step toward a prosperous, clean energy future

Tim Buckley comments on the implications of the landmark news today that the federal environment minister will reassess 18 coal and gas projects on the basis of climate impacts – a first. Read more

Reports and Analysis | Nishtha Aggarwal  |  Nov 3, 2022

ANZ FY22 Full Year Results | Climate Finance Assessment

In this first in CEF’s series of climate finance analyses of Australia’s Big 5 banks – ANZ, CBA, Westpac, NAB and Macquarie Bank – energy finance analyst Nishtha Aggarwal takes a deep dive into ANZ’s efforts against four criteria that are key to assessing progress on decarbonisation in line with science-based targets: ANZ’s climate financing pledge, customer engagement, emissions intensity by sector, and its energy loan book. Read more

Reports and Analysis | Tim Buckley  |  Oct 31, 2022

ANALYSIS | State and federal support key to Australia becoming a critical minerals super power

In #6 in CEF’s series on critical minerals, Matt Pollard and Tim Buckley review key Australian public financial capital initiatives and their role in accelerating Australia’s critical mineral supply chain value-adding projects, with a focus on key examples. Read more

Reports and Analysis | Tim Buckley  |  Oct 27, 2022

COMMENT | International Energy Agency’s World Energy Outlook 2022

The IEA released its flagship annual World Energy Outlook this afternoon AEDT against the backdrop of intersecting energy and climate crises. The WEO provides critical analysis and insights on trends in energy demand and supply. Here are CEF’s key takeouts. Read more

Reports and Analysis | Tim Buckley  |  Oct 26, 2022

ANALYSIS | Federal budget: Substantial progress on energy transition, but fossil fuel tax reform a serious omission

The budget is pragmatic and aligned with the government’s positive energy transition commitments. However, the absence of any meaningful fossil fuel tax reform is a major omission. Read more

Reports and Analysis | Tim Buckley  |  Oct 25, 2022

ANALYSIS | Australia’s mammoth renewable minerals opportunity – and how to harness it

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

Reports and Analysis | Tim Buckley  |  Oct 24, 2022

ANALYSIS | Green hydrogen momentum is building, but is a decade from commercialisation

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

Reports and Analysis |  |  Oct 21, 2022

CEF NEWS UPDATE | A transformative week in Australia’s energy transition

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

Sign up for updates

Sign up to receive occasional updates on major climate and energy finance news and developments, and notification of new reports, presentations and resources.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.

Read our privacy statement here.