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Reports and Analysis |  |  Dec 18, 2024

OP ED | MYEFO: nothingburger on green iron, Australia’s #1 economic opportunity, but some bright spots on renewables

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

Reports and Analysis |  |  Dec 17, 2024

REPORT | Australia is seeing an Acceleration in our Electricity Sector Transition, putting our 82% Renewables by 2030 Target in reach

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

Presentations |  |  Dec 2, 2024

PRESENTATIONS | Tim Buckley presents to the SIMPAC annual conference

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

Presentations |  |  Nov 28, 2024

PRESENTATION | Tim Buckley’s presentation to South32

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

Presentations |  |  Nov 27, 2024

PRESENTATION | Climate Tech Connect

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

Presentations |  |  Nov 26, 2024

PRESENTATION | Tim Buckley presents to the Australia Hydrogen Council

Presentation on reconstructing global iron and steel supply chains Read more

Reports and Analysis |  |  Nov 15, 2024

MONTHLY CHINA ENERGY UPDATE | Hydropower Generation Recovered, Driving Down Thermal Power Demand

China’s total electricity demand shows an overall 6.1% increase from January to September 2024, reaching 7,213TWh. In September alone China’s electricity demand reached 837TWh, +8.9% y-o-y. Of this 38% of the generation comes from zero emissions power, +12.9% y- Read more

Presentations |  |  Nov 5, 2024

PRESENTATION | China outbound foreign investment

Tim Buckley presents a Macquarie Research Investor Briefing on China’s astonishing cleantech outbound investment Read more

Presentations |  |  Nov 4, 2024

PRESENTATION | ANU Solar Oration – Solar step change

Tim Buckley gives the prestigious ANU Solar Oration, detailing how solar has become the dominant source of net new electricity capacity installed globally with China leading a global step change in cleantech manufacturing capacity. Solar continues to be deflationary, driving deployment – and disruptive in combination with batteries and EVs. Tim also looks at the implications for Australian energy transition and the policy frameworks we need to speed decarbonisation. The video of the oration is available here: https://iceds.anu.edu.au/news-events/events/anu-solar-oration-2024-solar-step-change Read more

Reports and Analysis |  |  Oct 31, 2024

Storm Clouds for QLD’s Clean Energy Leadership as LNP Assumes Power

The QLD state election last week saw the David Crisafulli-led LNP form a majority government. The sunshine state is now at serious risk of being locked into high-emission fossil fuels to power the state, derailing the crowding-in of tens of billions of renewable energy and green industry capital unlocked by the critical new transmission and grid firming investments made under the previous government. Read more

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