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Paper #8 in our critical minerals series. The US$369bn IRA signed into law this year is the single biggest climate commitment in US history, and is triggering a monumental inflow of green capital which is transforming the US energy and economic landscape. CEF’s Tim Buckley and Matt Pollard take a close look at the deal book and policy context. Read more

We wrap the news of the week including the energy price relief plan, the energy ministers’s agreement on a capacity investment mechanism that will trigger investment into firmed renewables, and we take a look at the tsunami of green capital inflow to the US off the back of its Inflation Reduction Act (aka Climate Bill). Read more

In paper #7 of CEF’s series on value adding critical minerals, Tim Buckley and Matt Pollard look at Australian companies expanding their operations beyond Australia’s borders with key international projects. Read more

In #6 in CEF’s series on critical minerals, Matt Pollard and Tim Buckley review key Australian public financial capital initiatives and their role in accelerating Australia’s critical mineral supply chain value-adding projects, with a focus on key examples. Read more

Tim Buckley addresses Engineers Australia on the emerging critical minerals mining and refining boom in the context of the accelerating global energy transition. Read more

As Tim Buckley and Matt Pollard discuss below in paper #5 in CEF’s series on critical minerals, Australia’s allies have demonstrated the growing use of federal support in accelerating private capital inflows to scale and diversify their supply chains around critical minerals, as Australia steps up to the opportunity via its new National Critical Minerals Strategy. Read more

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

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

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

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

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