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 | 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
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
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
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
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
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
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
PRESENTATION | National Manufacturing Summit on manufacturing & energy transition
Tim Buckley speaks at the Centre for Future Work’s National Manufacturing Summit on the global energy transition and implications for Australia Read more
PRESENTATION | United Nations Sustainable Development Goals: Climate finance and the Australian opportunity
Global climate financing momentum is accelerating towards a decarbonised economy. Australia has a once in a lifetime opportunity to invest to generate affordable clean energy (SDG 7) create economic strength (SDG 8), responsible production (SDG 12) and act to mitigate climate change this decade (SDG 13). Read more
OP ED | Epic Fail: The Productivity Commission’s Arguments Against Public Investment in Australia’s Massive Cleantech Opportunity Entirely Miss the Mark
We review the PC’s recent report which completely fails to understand the scale and urgency of Australia’s opportunity to invest public capital in leveraging our world-leading energy transition resources, attract private capital and respond effectively to unprecedented global policy interventions that are re-drawing the geopolitical landscape as the world decarbonises. Read more