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 |
REPORT | Queensland’s Energy Transformation: From Coal Colossus to Renewable Energy Superpower
An analysis of Queensland’s current energy grid and its transition from FY24 to FY36, modelling the impacts of large-scale and distributed energy generation and storage to meet Queensland’s renewable energy and emissions reduction targets. Read more
REPORT | CEF’s activities and impacts report July-Dec 2023
A full overview of our work and impacts across our program areas for the 6 months July-Dec 2023 Read more
Pre-Budget Submission 2024-25
The world is in a technology, trade and finance race as the energy transition takes hold and we grapple with the growing impacts of climate change and climate risk. Australia has one of the biggest investment, employment, and net export opportunities this century, but only if we proactively build a strategic national response proportional to the investment opportunity. In our submission with Climate Capital Forum, we call for a major public policy shift, at scale, to set the right market signals and strategically leverage the national balance sheet, and selectively provide public budget support to unlock and crowd-in private capital. Read more
2023 YEAR IN REVIEW
The latest Climate Energy Finance update – read our comprehensive End of Year wrap, including the 2023 Report Card on the government’s policy progress for boosting Australia’s transition to becoming a renewable energy superpower. Read more
GUEST POST | Blair Palese: Keeping an eye on the decarbonising prize
Founder of the Climate Capital Forum and one of The Australian’s Top 100 Green Energy Players Blair Palese says we need a new playbook for the decarbonising ballgame. A massive national strategic capital public investment program that establishes Australia as a zero-emissions trade and investment leader is required. Read more
PRESENTATION | Renewable Energy & Critical Minerals Superpower
Tim Buckley’s presentation to the ANU’s Rare Earth Conference Read more
ANALYSIS| STILL WAITING: TREASURER FLAGS AUSTRALIAN RESPONSE TO US INFLATION REDUCTION ACT – GOOD START BUT MORE AMBITION URGENTLY NEEDED
We welcome and applaud the Treasurer’s focus today on 4 key industry and economic opportunities, which reflect the key priorities CEF and its partners have identified: refining and processing critical minerals; supporting manufacturing of generation and storage technologies, including batteries; producing renewable hydrogen and its derivatives like ammonia; and forging green metals including green iron. We need to see further details, but the Treasurer’s assertion that $225bn capital investment is needed by 2050 is too low by orders of magnitude, this timeframe is too late, and it reveals a too-cautious federal policy mindset that risks forgoing Australia’s opportunity to position itself as a leader in global cleantech supply chains as the world moves at breakneck speed to decarbonise. Read more
OP ED | ALBO’S $2BN TOKEN FOR CRITICAL MINERALS MEANS OUR GOLDEN OPPORTUNITY GOES BEGGING
The $2bn top up for the federal Critical Minerals Facility pledged by Prime Minister Anthony Albanese during his state visit to the US this week is an entirely insufficient response to the US$1 trillion industrial and energy stimulus of the Inflation Reduction Act (IRA). The IRA is the biggest commitment of public funding in US history – and the single biggest opportunity for Australia this generation. Here’s why. Read more
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
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
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
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