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Presentations |  |  Oct 26, 2023

PRESENTATION | Embodied Decarbonisation: How renewables can supercharge Australia’s value-added critical minerals boom

Tim Buckley’s presentation for the Investment Innovation Institute on the global energy transition: how China leads the world in the global technology and investment race, how the US IRA changes everything; Australia’s Critical Minerals Strategy and how we can embody decarbonisation in our exports; and stockmarket examples of energy transition. Read more

Presentations |  |  Oct 19, 2023

PRESENTATION | A Renewable Energy & Critical Minerals Superpower

CEF’s Tim Buckley, Matt Pollard and Xuyang Dong present to the Asia Investor Group on Climate Change on the global decarbonisation investment race and Australia’s opportunity to position itself as a zero-emissions trade and investment powerhouse as China leads the world on energy transition and the US IRA triggers a race to the top. Read more

Presentations |  |  Oct 18, 2023

PRESENTATION | The drivers of the accelerating energy transition and considerations for global investors

Tim Buckley’s presentation to Northcape, an international boutique fund manager with over $12bn under management, focusses on the acceleration of the global energy transition as capital shifts to decarbonisation worldwide, and potential investor considerations. Read more

Reports and Analysis |  |  Oct 17, 2023

ANALYSIS | The massive green iron opportunity is there for Australia to develop, but it requires strategic public capital investment and a decarbonised grid 

With Sweden’s H2GS building the world’s first large-scale green steel plant and Europe’s first giga-scale electrolyser, we look at the massive opportunity for Australia – the world’s biggest producer of iron ore – to lead in the production of green iron, and the conditions that make this possible: substantial national interest public capital investment to trigger private investment at scale, and a massive decarbonisation of our grid to supply 100% green energy for processing. We must do more than dig and ship! Read more

Presentations |  |  Oct 12, 2023

PRESENTATION | Renewable Energy & Critical Minerals Superpower

Tim Buckley’s presentation to Ethinvest on the challenge facing Australian industry policy in light of the US IRA and the global energy transition. Read more

Reports and Analysis |  |  Oct 3, 2023

MONTHLY CHINA ENERGY UPDATE | China’s Renewable Boom Sparks EU Concerns and Offers EMDEs Opportunities

China’s renewable leadership offers challenges and opportunities on the path to global decarbonization. In August 2023, China’s renewable energy sector gained momentum with increased hydropower generation after months of droughts. Solar and wind power continued to dominate new capacity additions. Zero emissions capacity is now accounting for 50% of China’s total installed capacity. While China prioritizes economic development over rapid fossil fuel phase-out, EU raises concerns about China’s renewable supply chain dominance due to China’s rapid renewable manufacturing expansion. Nonetheless, this presents an opportunity for emerging markets to accelerate their energy transitions. To meet global net-zero goals, China and other developed nations must invest in emerging economies. Read more

Reports and Analysis |  |  Sep 11, 2023

REPORT | An Australian response to the US IRA

Tim Buckley of CEF and Climate and Capital Forum founder Blair Palese argue that $100bn of government strategic public-interest capital investment into an Australian Renewables Industry Package and value-adding critical minerals industry development is needed to crowd in $200-300bn of private capital. This would be an appropriately ambitious response to the US Inflation Reduction Act (IRA), commensurate with Australia’s massive domestic and export opportunity. Read more

Reports and Analysis |  |  Aug 24, 2023

MONTHLY CHINA ENERGY UPDATE | China Continues to Massively Scale Up Renewables while adding Thermal Power

Not only was it another near record month of 22GW of wind and solar added for July 2023, but it was also another month of 6.3GW of new coal power plants in China. National electricity demand grew 5.0% y-o-y, and hydropower generation continued to decline. Even with strong wind and solar growth, coal power generation continues to grow at above market growth rates of +7.9% y-o-y in July. Read more

Presentations |  |  Aug 21, 2023

PRESENTATION | Altius Sustainability Committee – Renewable Energy and Critical Minerals Superpower

Tim Buckley’s presentation to the Altius Sustainability Advisory Committee maps the accelerating global energy transition and Australia’s opportunity Read more

Reports and Analysis |  |  Aug 16, 2023

The US IRA one year on: a quickstart guide to how Australia should respond

Tim Buckley of CEF and Blair Palese, founder of the Climate Capital Forum, review the key impacts of the game changing US Inflation Reduction Act, which is turbocharging the green transition, one year after its introduction, and set out the 5 key things Australia should to respond and leverage our huge opportunities renewables powered processing of world leading critical minerals and energy transition materials. Read more

Presentations |  |  Aug 15, 2023

PRESENTATION | Renewable Energy Superpower: Beyond the Rhetoric

Tim Buckley’s presentation to the ALP National Conference in Brisbane, its key policy endorsement forum, sets out the challenge the US Inflation Reduction Act poses to Australia as it turbocharges US and global decarbonisation, and sets out what Australia need to do to urgently respond. Read more

Presentations |  |  Aug 4, 2023

PRESENTATION | The global energy transition

Tim Buckley’s presentation to GMR Energy, a leading independent developer of energy storage assets in Australia, and a portfolio company of Gaw Capital Partners, an international private equity and asset manager with over US$36 billion under management. Read more

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