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 |
OP ED | MYEFO: nothingburger on green iron, Australia’s #1 economic opportunity, but some bright spots on renewables
On 18 December 2024, Treasurer Jim Chalmers and Finance Minister Kety Gallagher released the Albanese Government’s 2024-25 Mid-Year Economic and Fiscal Outlook (MYEFO). This comes after the 2024-25 budget, released in May, announced $21bn in new funding initiatives under the landmark Future Made in Australia (FMIA) framework. Read more
PRESENTATIONS | Tim Buckley presents to the SIMPAC annual conference
Tim Buckley takes a macro look at the global geopolitical energy landscape Read more
PRESENTATION | Tim Buckley’s presentation to South32
Tim Buckley presents to South32 on energy system transformation including China’s incredible leadership. Read more
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
