Solar Farm close up

Our work

Coal/electricity/electrification

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

Presentations |  |  Oct 17, 2024

PRESENTATION | Climate finance in the energy sector

Tim Buckley’s presentation to the AustCham FIT Industry Forum on global decarbonisation. Read more

Reports and Analysis |  |  Oct 2, 2024

REPORT | GREEN CAPITAL TSUNAMI: China’s >$100 billion outbound cleantech investment since 2023 turbocharges global energy transition

CEF’s news report shows that a green capital tsunami of investments from China into cleantech around the world is speeding decarbonisation, but Australia, with its opaque foreign investment regime, is missing out, as investment hit a multidecade low last year, forgoing its massive opportunity to co-invest with China in clean energy-powered onshore value-adding, including green iron. Read more

Reports and Analysis |  |  Sep 16, 2024

WA Government to Accelerate Electrification and Decarbonisation with Priority Common User Infrastructure Corridors

In a landmark for accelerating electrification and decarbonisation of the Pilbara, Australia’s resources engine room, the WA Government’s Pilbara Energy Transition (PET) Plan has announced the development of priority common user infrastructure (CUI) corridors in the region. Read more

Reports and Analysis |  |  Aug 30, 2024

OP ED | AMID IRON ORE WOES, BHP POSTS STRONG FY24 RESULTS BUT DECARBONISATION FAIL – Must keep eyes on the green iron prize

The iron ore slump means Australia must pivot at speed and scale to its immense opportunities in green iron, which requires action on decarbonisation. BHP, we’re looking at you. Read more

Reports and Analysis |  |  Aug 28, 2024

AEMO Electricity Statement of Opportunities

Tim Buckley analyses the latest AEMO ESOO, which shows no reliability gap out to 2034 – if all planned replacement capacity projects are delivered on time. Time for state governments to accelerate approvals and strategic public interest investment into firmed renewables in line with the federal 82% renewables by 2030 target, and lock in low-cost, clean reliable supply to ameliorate the climate, energy and cost of living crises. Read more

Reports and Analysis |  |  Aug 27, 2024

MONTHLY CHINA ENERGY UPDATE | China Reaches 2030 Wind & Solar Targets 6 Years Early, New Coal Power Permits Slow Significantly

This July, China reached its 1,200GW of installed wind and solar capacity by 2030 target, 6 years ahead of time. As of the end of July CY2024, China has a total installed wind and solar capacity of 1,207GW. This early success could inspire other major powers to accelerate their renewable energy efforts, benefiting global climate goals. However, China must continue to focus on areas like energy efficiency and steel sector decarbonization, as well as address challenges such as grid connectivity and energy storage to sustain its progress. As China’s electricity demand grows, particularly with the ongoing electrification strategy, the need for increased power generation and grid modernization becomes more pressing. To meet its carbon targets, CEF estimates that China will need to add approximately 330GW of solar, 80GW of wind, and 4GW of nuclear capacity annually until 2040. Read more

Sign up for updates

Sign up to receive occasional updates on major climate and energy finance news and developments, and notification of new reports, presentations and resources.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.

Read our privacy statement here.

Error: