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In his talk, Tim highlighted China’s accelerating leadership in the global cleantech sector, with a record-breaking US$2.1 trillion invested worldwide in 2024, up 11% year-on-year. He emphasized China’s dominance across the entire cleantech value chain—from manufacturing and R&D to domestic deployment, exports, and US$155 billion in outbound foreign direct investment (OFDI) since 2023. Tim noted that China continues to lead in firmed renewable energy, adding an impressive 50GW of capacity in the first two months of 2025 alone. The rapid rise of New Energy Vehicles (NEVs) and battery energy storage systems (BESS) further underscores this momentum. Read more

Tim’s presentation at Engineers Australia on April 3 focused on China’s dominance in cleantech, particularly in solar and electric vehicles, and how it is rapidly decarbonizing. He also discussed global responses to China’s leadership and Australia’s efforts to adapt, including transitioning to renewable energy and decarbonizing its electricity system. Tim concluded by highlighting both the economic threats and strategic opportunities that China’s rise presents for Australia. Read more

Tim presents at SPREE Seminar at UNSW. China is leading a global energy system transformation, driven by solar power and Battery Energy Storage Systems (BESS). In 2024, renewables accounted for 92.5% of global capacity additions, with ongoing deflation and technological advancements in solar and BESS fueling continued growth. China dominates cleantech manufacturing, research, development, domestic installations, exports, and foreign investments. It also leads the world in firmed renewable energy, adding a remarkable 375GW of zero-emissions capacity in 2024. Read more

Australia’s green steel transition presents both a major challenge and a significant opportunity. China is rapidly moving towards decarbonisation, creating an opportunity for Australia to lead in green iron production. However, building a green iron industry faces hurdles, even in adopting low-emission methods like Direct Reduced Iron given our expensive domestic fossil gas. Key steps for success in this industry were discussed at the Australian Green Iron & Steel Forum on March 26-27, 2025, at Pan Pacific Perth, where Tim was invited as a speaker. Read more

The conversation also covers Australia’s role in the energy transition, acknowledging the country’s significant reliance on fossil fuel exports but emphasizing its renewable energy potential. Tim discusses Australia’s advantages in solar and wind resources, comparing its progress with countries like China and India, who are leading in renewable energy installation. Tim argues that Australia must embrace decarbonization opportunities, particularly by leveraging its mining sector to produce green iron and create value-added exports that could significantly reduce emissions in the steel industry. Read more

The Albanese Government has today announced a landmark package to salvage the beating heart of South Australia’s steel industry, and provide the necessary, strategic public intervention to future-proof and catalyse the region’s transition to a nation-leading green iron and steel hub. Read more

On 18 December 2024, Treasurer Jim Chalmers and Finance Minister Kety Gallagher released the Albanese Government’s 2024-25 Mid-Year Economic and Fiscal Outlook (MYEFO). This comes after the 2024-25 budget, released in May, announced $21bn in new funding initiatives under the landmark Future Made in Australia (FMIA) framework. Read more

Our new report finds that new investment and policy support is key, as is accelerated planning evaluation and approvals if Australia is to reach its target of 82% renewables by 2030 and an acceleration in the last 6 months now means if the current rate of progress is maintained the target is achievable. Read more

Tim Buckley takes a macro look at the global geopolitical energy landscape Read more

Tim Buckley presents to South32 on energy system transformation including China’s incredible leadership. Read more

Tim Buckley presents on The Energy Transformation: Looking towards 2025 Read more

Presentation on reconstructing global iron and steel supply chains Read more