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Decarbonisation

Reports and Analysis |  |  May 9, 2023

MONTHLY CHINA ENERGY UPDATES | China’s Renewable Capacity Expansion to Catch Up with Newly Permitted Coal Power Plants

China continues to lead the world in all aspects of the global development of zero emissions industries of the future, both in terms of domestic deployment and manufacturing supply chains, both for domestic and export purposes. To meet increasing electricity demand, China is deploying both more coal power plants and more renewables. However, renewables are now leading China’s newly added power capacity. Read more

Presentations |  |  May 4, 2023

GUEST POST | PRESENTATION | Investment in local economy as national security

A presentation by Satya Tanner, Australian CEO, Lautec, to the Smart Energy Council Summit, looks at how Australia can build resilience in the national climate economy as a matter of national security in a global context of increasing risk across multiple intersecting fronts. Read more

Reports and Analysis |  |  May 4, 2023

OP ED | Penny Wong: Rebuilding World Orders with Australian Multiculturalism

China Energy Policy Analyst Xuyang Dong argues: “Australia is being remade into an active and helpful middle power in its region with its own agency, constructively and strategically navigating its presence in the geopolitics of growing China-US rivalry.” Read more

Presentations |  |  May 3, 2023

PRESENTATION | The US IRA, Australia’s response and the Budget

Tim Buckley’s presentation to the Smart Energy Council conference looks at the massive global acceleration of decarbonisation, including via the funding and policy reforms of Biden’s IRA which has turbocharged the transition in the US. What are the implications for the imminent Federal Budget if Australia to position itself as a global leader in the new cleantech world economy? Read more

Submissions |  |  Apr 28, 2023

SUBMISSION | 2023 National Greenhouse and Energy Reporting (NGER) Scheme updates- Consultation Submission

In this submission, we argue that the currently patently redundant and inadequate methodology for assessing methane emissions from coal mines be modernised to incorporate the latest science and new methods, including real time public disclosure of monitoring, reporting and verification. Read more

Reports and Analysis |  |  Apr 27, 2023

OP ED | Woodside faces major Safeguard hit as AGM looms

Woodside Energy risks lumping investors with a multibillion dollar bill, says CEF director Tim Buckley. That’s the cost of meeting measures in the newly legislated Federal climate policy, the Safeguard Mechanism. Read more

Reports and Analysis |  |  Apr 24, 2023

UPDATED ANALYSIS | Global EV Growth in 1QCY2023

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

Reports and Analysis |  |  Apr 18, 2023

ANALYSIS | The impact of the Safeguard Mechanism on Woodside’s Burrup Hub gas projects: invest in solutions or cop a multibillion dollar liability

Ahead of gas giant and mega-polluter Woodside Energy’s AGM, we estimate the multibillion dollar carbon liability the company will cop under the critically important Safeguard Mechanism reforms if it fails to abate its emissions and invest in energy transition solutions in line with the climate science, investor pressure and accelerating global momentum Read more

Reports and Analysis |  |  Apr 17, 2023

ANALYSIS | Global EV Growth in 1QCY2023

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

Presentations |  |  Apr 14, 2023

Global sustainability: The critical minerals opportunity in Australia

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

Reports and Analysis |  |  Apr 12, 2023

OP ED | Australia needs a stronger alignment of public and private capital to deliver on our energy transition and climate objectives

Our op ed on a new report released today by the Clean Energy Investor Group and Investor Group on Climate Change, flagging that Australian governments need to collectively lift collaboration with private investors, and derisk the electricity sector to crowd-in private capital at the scale and speed required to meet energy and climate objectives. Read more

Reports and Analysis |  |  Apr 3, 2023

Australian Lithium Export Market Review

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

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