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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

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

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

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

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

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

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

The global race to decarbonisation massively escalated overnight with new regulations designed to turbocharge and onshore cleantech in the EU, following the US’s game-changing Inflation Reduction Act, which is spearheading the energy revolution there. The challenge is now on for Australia to accelerate investment and leverage its competitive advantages as a value-adding energy transition materials and renewables superpower – or miss the boat. Read more

This week saw Federal Treasurer Jim Chalmers make the call to back the Foreign Investment Review Board (FIRB) recommendation to reject a Chinese-linked fund’s increased equity stake in an emerging Australian critical minerals developer, Northern Minerals, which is set to mine the rare earth dysprosium, used as an additive in neodymium magnets for electric vehicle motors. We look at the geopolitical implications of this move in the context of China’s global dominance on all things decarbonisation and responses by our trading partners. Read more

CEF’s new report is the first to comprehensively map Australia’s ‘once in a century’ opportunity to lead the world in value-added energy transition materials, including critical minerals, by processing, refining and manufacturing onhsore pre-export using our abundant renewable energy – a multi-hundred-billion dollar investment and export opportunity as the world rapidly decarbonises. The leading investment bank expects the “trilemma” of energy security, sustainability and affordability to remain in focus in 2023. Read more

CEF’s comprehensive summation of the critical minerals opportunity for Australia including a response to the federal consultation’s Terms of Reference and key policy recommendations. Read more

Paper # 9 in CEF’s critical minerals series: Our nation’s massive firmed RE and critical minerals comparative advantages provide a once in a century opportunity for Australia to become a global leader in decarbonised heavy industry. In the latest instalment in our series on critical minerals and new economy metals and manufacture, we review the efforts of Australian mining and refining, energy and manufacturing companies in decarbonising their operations by shifting to renewables. Read more