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 |
CEF ANALYSIS | LANDMARK AUS-US CLIMATE, CRITICAL MINERALS AND CLEAN ENERGY COMPACT
Overnight, US President Biden and Australian PM Albanese announced a groundbreaking bilateral agreement which will increase cooperation between the two countries on energy transition, with a focus on critical minerals and cleantech supply chain. Read our initial analysis of what this means for Australia, especially in the context of the massive $800bn US inflation Reduction Act turbocharging energy transition there. Read more
DEVELOPING NEW GAS PROJECTS IS 100% THE WRONG ANSWER: Response to Australian Federal Resources Minister Madeleine King’s address to APPEA conference
As APPEA members and lobbyists gather for the annual gas shills’ jamboree and talkfest, we take a forensic look at Resources Minister Madeleine King’s keynote address, and deconstruct the baseless claim that we need more gas – when what we need is a fast, dramatic and wholesale pivot to value-adding critical minerals and energy transition materials onshore, backed by a landmark injection of public investment. With the world responding to the game-changing $1tn US Inflation Reduction Act, we delay, we lose. And the train is leaving the station. Read more
PRESENTATION | Argo Investments Board
Tim Buckley’s presentation to the board of Argo Investments takes a deep dive into global energy transition, looking at major policy initiatives and capital inflows accelerating decarbonisation in the US, China, India, the EU, Canada and Korea, with a focus the implications for Australian policy and investment. Read more
ANALYSIS | Federal Budget 2023/24
The Federal Budget is a mixed bag for climate and energy with a serious case of underreach on fixing the failed PRRT gas tax, but some good policy and funding progress on a National Net Zero Authority, energy bill relief and home and business electrification, and measures to respond to the global race to renewables, such as $2bn for a green Hydrogen Headstart program – all in the context of a massive surprise $4.2bn surplus. However, we need to see more fiscal ambition to respond to game-changing international policy and funding reforms such as the US Inflation Reduction Act that are turbocharging global energy transition. Read more
PRESENTATION | The US IRA, Australia’s response and the Budget
Tim Buckley’s presentation to the Smart Energy Council conference looks at the massive global acceleration of decarbonisation, including via the funding and policy reforms of Biden’s IRA which has turbocharged the transition in the US. What are the implications for the imminent Federal Budget if Australia to position itself as a global leader in the new cleantech world economy? Read more
UPDATED ANALYSIS | Global EV Growth in 1QCY2023
CEF’S Matt Pollard updates his analysis of global EV sales in the first quarter of 2023, to include newly released figures from VW, as momentum accelerates globally. Read more
ANALYSIS | Global EV Growth in 1QCY2023
CEF’S Matt Pollard takes a close look at global EV sales in the first quarter of 2023, and finds the industry is booming off the back of a massive acceleration in decarbonisation momentum globally. Read more
Global sustainability: The critical minerals opportunity in Australia
CEF’s Tim Buckley told UBS analysts of Australia’s potential to be a renewable energy superpower, given abundant critical minerals, scope to value-add and minimal supply chain risk. Read more
Australian Lithium Export Market Review
As the federal government’s Resources and Energy Quarterly released today projects lithium export earnings of $18.6bn in 22/23, CEF’s Matt Pollard reviews growth in and investments by key Australian producers as we start to leverage our once in a century opportunity to lead the world in value-added critical minerals. Read more
GUEST POST/ ANALYSIS | The Treasurer should block any foreign bid for Liontown Resources
As US giant Albermarle swoops on burgeoning local lithium producer Liontown with a takeover bid, CEF guest contributor Owen Evans and CEF’s Tim Buckley recommend that the Foreign Investment Review Board and Treasurer Jim Chalmers take a hard look at the national interest implications and reject the bid. Read more
PRESENTATION | UBS | The current climate energy finance landscape: Critical Minerals & the IRA
In this presentation to UBS, Tim Buckley looks at key global energy transition themes and drivers including RE price deflation, pricing emissions, market returns, China’s leadership on decarbonisation, key international policy and funding initiatives e.g. the US IRA and EU NZIA (Net Zero Industry Act), India’s PLI, South Korea and Japan’s GX Roadmap, and Australia’s opportunity to position itself as a pre-export value-adding critical minerals superpower. Read more
The energy transition – a huge opportunity for Australia
In this presentation for the Moir Group, Tim Buckley looks at key trends in the energy transition including renewable energy price deflation, emissions pricing, market returns, China’s dominance in decarbonisation, the US Inflation Reduction Act and the EU Net Zero Industry Act, and Australia’s once in a century opportunity to lead the world in critical minerals and energy transition materials value-added processing and manufacturing, powered by renewables. Read more