CEF NEWS UPDATES
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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
CEF NEWS UPDATE | EU introduces Net Zero Industry Act; AEMO finds gas shortage, we find gas cartel ethics shortage; AER flags electricity price hike
Our news update, where we review the new EU Net Zero Industry Act and the pressure it puts on Australia to dramatically escalate decarbonisation investment; bust the AEMO myth that there is a gas shortage when the shortage is actually in gas cartel ethics; and look at the coming electricity price hike, moderated by the government’s market intervention last year Read more
CEF NEWS UPDATE | VALUE-ADDED MINERALS BOOM OURS FOR TAKING plus Safeguard Mechanism & Adani updates
The launch of CEF’s major new report on Australia’s once-in-a-century critical minerals opportunity – “A Critical Minerals Value-Adding Superpower” – with a foreword and AFR op ed by former chief scientist Dr Alan Finkel, the latest developments on the Adani crisis, and the rocky path of the Safeguard Mechanism reforms with just 3 weeks till parliament rises ahead of the May budget. Read more
CEF NEWS UPDATE | Adani v Hindenburg, Safeguard Mechanism, Climate Capital Forum policy roadmap & more
Is Adani a corporate Hindenburg? – our reflections on the explosive report; Safeguard Mechanism progresses; the new Climate Capital Forum launches its policy roadmap to decarbonisation; AEMO dynamics report shows acceleration of RE and decline of coal and gas in the grid; our submission to the federal critical minerals consultation and more Read more
CEF NEWS UPDATE | Safeguard Mechanism & carbon credits review; gas cartel doth protest too much
Post the Safeguard Mechanism and ACCU reviews, Australia finally has the framework for a credible carbon price, the key driver of energy transition; gas wars hot up; our latest analysis of Australia’s critical minerals, new economy metals and manufacturing opportunities, looking at embodied decarbonisation; and our most recent bank assessment, this time focussing on CBA. Read more
CEF NEWS UPDATE | Hope restored as clean energy momentum escalates – our 2022 wrap
Our wrap of the top ten energy events in 2022, including the end of federal climate and energy policy chaos under the LNP, and our wishlist for an even better 2023! Read more
CEF NEWS UPDATE | Govt delivers on energy price relief plan as fossil lobby bleats into the wind
An historic week saw the federal govt legislate coal and gas price caps and bill rebates under its energy price relief plan, with an additional commitment to electrify everything, and a staggering endorsement from the market as prices on the electricity futures market dropped 50%. We also look at progress on decarbonisation in India, finding a doubling of RE installs rate is needed to hit Modi’s target of 450GW by 2030. Read more
CEF NEWS UPDATE | Energy price relief plan for Aus as US Climate Bills triggers tsunami of green capital
We wrap the news of the week including the energy price relief plan, the energy ministers’s agreement on a capacity investment mechanism that will trigger investment into firmed renewables, and we take a look at the tsunami of green capital inflow to the US off the back of its Inflation Reduction Act (aka Climate Bill). Read more
CEF NEWS UPDATE | Policy ambition triggers capital’s race to renewables
We track the energy news of the week – including the announcement of two of the world’s biggest windfarms in Victoria and QLD – as capital inflows to clean tech accelerate, driven by Australia’s increasingly ambitious climate, critical minerals and energy policies. Read more
CEF NEWS UPDATE | AGL victory | NAB: progress, but can do better | BlueScope Aus shuns green steel
Our latest update including the historic victory for decarbonisation at the AGL AGM, our deep dive into BlueScope’s plan to sink $1bn into carbon intensive blast furnace tech, and our most recent analyses of big banks’ climate efforts – this time focussing on NAB – and of the critical minerals industry, looking at Australian companies expanding offshore. Read more