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Critical minerals

Reports and Analysis |  |  Dec 23, 2022

CEF NEWS UPDATE | Hope restored as clean energy momentum escalates – our 2022 wrap

Our wrap of the top ten energy events in 2022, including the end of federal climate and energy policy chaos under the LNP, and our wishlist for an even better 2023! Read more

Reports and Analysis | Tim Buckley  |  Dec 10, 2022

ANALYSIS | The Inflation Reduction Act is Spurring a Tsunami of Inbound US Investment

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

Reports and Analysis |  |  Dec 9, 2022

CEF NEWS UPDATE | Energy price relief plan for Aus as US Climate Bills triggers tsunami of green capital

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

Reports and Analysis | Tim Buckley  |  Nov 15, 2022

ANALYSIS | Globalisation: the expansion of future facing mineral companies beyond Australia

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

Reports and Analysis | Tim Buckley  |  Oct 31, 2022

ANALYSIS | State and federal support key to Australia becoming a critical minerals super power

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

Presentations | Tim Buckley  |  Oct 27, 2022

PRESENTATION | Energy Transition: Lithium, rare earths and other minerals – mining and value adding in Australia

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

Reports and Analysis | Tim Buckley  |  Oct 25, 2022

ANALYSIS | Australia’s mammoth renewable minerals opportunity – and how to harness it

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

Reports and Analysis |  |  Oct 21, 2022

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

Reports and Analysis | Tim Buckley  |  Oct 18, 2022

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

Reports and Analysis | Tim Buckley  |  Oct 10, 2022

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

Reports and Analysis |  |  Sep 21, 2022

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

Reports and Analysis |  |  Sep 20, 2022

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

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