CEF NEWS UPDATES
AGL | CEF NEWS UPDATES | CEF SERIES ON CRITICAL MINERALS | China | Coal/electricity/electrification | Critical minerals | Decarbonisation | Energy Crisis | Finance Sector & Emissions | Hydrogen | India & Adani | Monthly China Energy Updates | Submissions | Taxes & subsidies | US IRA/ NZIA et al |
CEF NEWS UPDATE | Landmark Aus-US Climate, Critical Minerals and Clean Energy Transformation Compact
We track the key energy news of the last fortnight, including the new Aus-US compact which will potentially make Australian companies and projects eligible for funding under the ~$800bn US Inflation Reduction Act. Read more
CEF NEWS UPDATE | Our Budget wrap, China renewables surge and more
We take a close look at Budget 2023/24, finding the new $4bn in funding around renewables leaves us short of the capital needed to position Australia as a cleantech superpower and respond to the US IRA, as new figures from China show a staggering surge in RE installs Read more
CEF NEWS UPDATE | Woodside to cop huge safeguard liability for Burrup Hub, EVs surge globally, India lifts RE ambition, and more
CEF analysis shows gas giant and its joint venture partners will have to spend billions to comply with newly legislated Safeguard Mechanism. Also: Australia must catch up on EV policy; lithium updates; India lifts ambitions on renewables; investors urge $400bn boost for decarbonisation. Read more
CEF NEWS UPDATE | Safeguard Mechanism passes parliament, new report shows methane 70% of Safeguard emissions, our Macquarie Bank analysis and more
We review the Safeguard Mechanism reforms which have finally passed parliament, as a new report reveals the methane bomb at the heart of the SGM; our review of Macquarie’s efforts in decarbonising its financing; we take a look at the China “drums of war” rhetoric in the context of the threat of climate change; the latest on Adani and more Read more