Critical minerals
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CEF NEWS UPDATE | A transformative week in Australia’s energy transition
IN this update, we track a transformative period in Australian energy policy with the federal government announcing the first tranche of its $20bn Rewiring the Nation plan and major advances in Victoria and QLD Read more
ANALYSIS | When critical minerals and decarbonisation collide: eight newer value-add refining proposals in Australia & NZ
In this note, paper #4 in our series on critical minerals posted here, CEF’s Tim Buckley and Matthew Pollard review eight newer value-add refining proposals across Australia and NZ to illustrate that capital flows to green energy are accelerating: rare earths, hydrogen electrolysers and green ammonia, vanadium, lithium hydroxide, nickel and cobalt, and value-added downstream battery developments. Read more
ANALYSIS | Key critical minerals projects: A $10bn investment pipeline in onshore refining
In paper #3 in a series on critical minerals, Tim Buckley and Matt Pollard document 8 key onshore refining projects in Australia exemplifying the momentum of the energy transition and capital shifts. Read more
ANALYSIS | Australia’s once in a generation lithium opportunity
In paper #2 in a CEF series on critical minerals, Tim Buckley and Matthew Pollard review Australia’s world-leading lithium reserves and the scope for value-adding onshore. Read more
ANALYSIS | More than a quarry: The growing investment into value-adding critical minerals mining in Australia
Critical minerals are key to the accelerating global energy transition and Australia is in pole position. CEF’s Tim Buckley and Matthew Pollard review the opportunities the boom presents and some key developments, in paper #1 of a series on this topic. Read more
