Our work

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

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

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

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

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

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

Tim Buckley speaks at the University of Sydney to the key drivers and themes of the accelerating energy transition, including policy and legislative vehicles such as the transformative Inflation Reduction Act in the US, and the EU’s Net Zero Industry Act. Read more

The deal struck between the federal government, the Greens and the Teals today to get the Safeguard Mechanism legislation through parliament, to come into effect from 1 July, is a significant step forward on the nation’s decarbonisation pathway. Overall it enhances the ambition, public accountability, integrity and impact of the mechanism legislation initially proposed by the government, and while still far from perfect, it is a major advance on the state of play as recently as last week. Read our new analysis. Read more

In this presentation to UBS, Tim Buckley looks at key global energy transition themes and drivers including RE price deflation, pricing emissions, market returns, China’s leadership on decarbonisation, key international policy and funding initiatives e.g. the US IRA and EU NZIA (Net Zero Industry Act), India’s PLI, South Korea and Japan’s GX Roadmap, and Australia’s opportunity to position itself as a pre-export value-adding critical minerals superpower. Read more

A new report by eminent environmental scientist Emeritus Professor Ian Lowe, commissioned by Lock the Gate, finds that direct methane emissions from fossil fuel facilities make up ~70% of total greenhouse gas emissions covered under the federal Safeguard Mechanism (SGM), when the global warming impact is calculated over 20 years. Methane devastates the climate. It is 85 times more potent than CO2 in the short term. CEF is supporting release of the report. Read more

In this presentation for the Moir Group, Tim Buckley looks at key trends in the energy transition including renewable energy price deflation, emissions pricing, market returns, China’s dominance in decarbonisation, the US Inflation Reduction Act and the EU Net Zero Industry Act, and Australia’s once in a century opportunity to lead the world in critical minerals and energy transition materials value-added processing and manufacturing, powered by renewables. Read more

The global race to decarbonisation massively escalated overnight with new regulations designed to turbocharge and onshore cleantech in the EU, following the US’s game-changing Inflation Reduction Act, which is spearheading the energy revolution there. The challenge is now on for Australia to accelerate investment and leverage its competitive advantages as a value-adding energy transition materials and renewables superpower – or miss the boat. Read more