Critical minerals
AGL | CEF NEWS UPDATES | CEF SERIES ON CRITICAL MINERALS | China | Coal/electricity/electrification | Critical minerals | Decarbonisation | Energy Crisis | Finance Sector & Emissions | Green Iron | Hydrogen | India & Adani | Monthly China Energy Updates | Nuclear | Submissions | Taxes & subsidies | US IRA/ NZIA et al |
PRESENTATION | China outbound foreign investment
Tim Buckley presents a Macquarie Research Investor Briefing on China’s astonishing cleantech outbound investment Read more
PRESENTATION | Climate finance in the energy sector
Tim Buckley’s presentation to the AustCham FIT Industry Forum on global decarbonisation. Read more
PRESENTATION | Progress being made against fossil fuel dominance: good news stories on renewables and the growing strength of the global energy system transformation
Tim Buckley’s presentation to the annual ARCCC conference. Read more
REPORT | GREEN CAPITAL TSUNAMI: China’s >$100 billion outbound cleantech investment since 2023 turbocharges global energy transition
CEF’s news report shows that a green capital tsunami of investments from China into cleantech around the world is speeding decarbonisation, but Australia, with its opaque foreign investment regime, is missing out, as investment hit a multidecade low last year, forgoing its massive opportunity to co-invest with China in clean energy-powered onshore value-adding, including green iron. Read more
OP ED | AMID IRON ORE WOES, BHP POSTS STRONG FY24 RESULTS BUT DECARBONISATION FAIL – Must keep eyes on the green iron prize
The iron ore slump means Australia must pivot at speed and scale to its immense opportunities in green iron, which requires action on decarbonisation. BHP, we’re looking at you. Read more
REPORT | SUPERPOWERING-UP: Accelerating the Electrification and Decarbonisation of the Pilbara
An analysis of current energy demand in the Pilbara, and the need for common user electricity infrastructure to accelerate electrification and decarbonisation at speed and scale, leveraging Australia’s opportunity to lead globally on zero-emissions value-added industries of the future. Read more
PRESENTATION | Where to from here? The importance of the FMIA and Clean Exports Vision for Australia
Tim Buckley presents at the SEC’s Renewables, Storage and Generation summit Read more
PRESENTATION | The Global Energy Transformation and Implications for Australia
Tim Buckley, Matt Pollard and Xuyang Dong present to TIQ Read more
SUBMISSION | Unlocking Green Metals Opportunities for a Future Made in Australia
Climate Energy Finance (CEF) sees an urgent imperative for the Federal Government to establish the policy and budget support to accelerate the development of a competitive Australian green metals industry by investing a minimum of an additional $10-30bn capital and direct budget support in the 2024-25 Mid Year Economic and Fiscal Outlook (MYEFO), building on Treasurer Jim Chalmers’ $22bn budget support provided in May 2024, and the $40-45bn of capital support established in May 2023 (via the NRF, NAIF, EFA, CEFC, ARENA). Read more
OP ED | FEDERAL BUDGET 2024-25: DOWNPAYMENT ON A FUTURE MADE IN AUSTRALIA
The Federal Government has announced $21.0bn of new funding initiatives under the Future Made in Australia Act strategic framework in Treasurer Jim Chalmers’ 2024-2025 Federal Budget last night. Adding to the ~$45bn of capital support in the 2023 budget, this is another substantial downpayment on the $100bn of new capital and budget support needed this decade to drive investment in zero emissions industries of the future for Australia. Read more
Future Made in Australia Act to Put Australia in Global Cleantech Race
Prime Minister Anthony Albanese today announces the Future Made in Australia Act, designed to deliver a uniquely Australian Response to the US Inflation Reduction Act (IRA) – which is turbocharging renewables, cleantech and reindustrialisation in the US as it drives massive private capital investment – and comparable initiatives across other major economies. The Act will bring together a co-ordinated and comprehensive package of new and existing decarbonisation initiatives to seize the opportunities of a future made in Australia. It promises massive new investment, regional employment and net export opportunities, leveraging and value-adding our world-leading natural resources, both renewables and mining, as well as our expertise, geographic position in Asia and financial strengths. Read more
Analysis | QLD Battery Industry Strategy Positions Sunshine State as Cleantech Leader – Time for State and Federal Counterparts to Step Up
Queensland’s groundbreaking announcement today of a more than half billion dollar investment of strategic public capital into a battery industry strategy means the sunshine state is now becoming the nation’s cleantech leader, streaking ahead of the other states and the federal government to claim the zero-emissions energy and investment crown. Read more