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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

Reports and Analysis |  |  Aug 12, 2024

REPORT | SUPERPOWERING-UP: Accelerating the Electrification and Decarbonisation of the Pilbara

An analysis of current energy demand in the Pilbara, and the need for common user electricity infrastructure to accelerate electrification and decarbonisation at speed and scale, leveraging Australia’s opportunity to lead globally on zero-emissions value-added industries of the future. Read more

Presentations |  |  Jul 25, 2024

PRESENTATION | Where to from here? The importance of the FMIA and Clean Exports Vision for Australia 

Tim Buckley presents at the SEC’s Renewables, Storage and Generation summit  Read more

Presentations |  |  Jul 17, 2024

PRESENTATION | The Global Energy Transformation and Implications for Australia

Tim Buckley, Matt Pollard and Xuyang Dong present to TIQ Read more

Reports and Analysis |  |  Jun 19, 2024

OP ED | Coalition’s Taxpayer-Funded Nuclear ‘Policy’ a Road to Ruin

While the Coalition has failed to release any detail or costings, today we have confirmation that if it gets into office, Australians will be paying a multibillion dollar “nukebuilder” tax for generations to come by being forced to front the cash for a national buildout of government-owned nuclear reactors across 7 locations, including on the sites of former coal-fired power stations. It beggars belief that Opposition Leader Peter Dutton proposes nationalising a nuclear public debt bomb and detonating it at the heart of energy policy in this country. Read more

Reports and Analysis |  |  Jun 11, 2024

OP ED | Queensland Budget 2024-25: A Win for Renewable Energy, Jobs, Investment, and a Win for Queenslanders.

The Miles Government has delivered its first budget, inclusive with the largest state investment package for renewable energy to-date in Australia. This provides the critical impetus required to crowd tens of billions of private capital into establishing the sunshine state as a renewable energy superpower, and accelerate the development of emerging low-emission industries to safeguard the state’s future economic and jobs growth, leveraging the global shift to a decarbonised economy. Read more

Reports and Analysis |  |  Jun 7, 2024

OP ED | China’s Massive Investment into Cleantech R&D and Manufacturing is Catalysing the Global Energy Transition

10 years ago, President Xi Jinping delivered a speech outlining that developing a New Energy Vehicle (NEV) industry was the only way for China to become a global automobile manufacturing powerhouse. This speech marked the pivotal moment of China’s trajectory in developing its new energy industry. Fast forward a decade, through strategic industry and energy policy, and a core focus on research and development (R&D), China has become the largest NEV manufacturer in the world, and in 2023, overtook Japan as the world’s largest auto exporter. Read more

Reports and Analysis |  |  May 14, 2024

OP ED | FEDERAL BUDGET 2024-25: DOWNPAYMENT ON A FUTURE MADE IN AUSTRALIA

The Federal Government has announced $21.0bn of new funding initiatives under the Future Made in Australia Act strategic framework in Treasurer Jim Chalmers’ 2024-2025 Federal Budget last night. Adding to the ~$45bn of capital support in the 2023 budget, this is another substantial downpayment on the $100bn of new capital and budget support needed this decade to drive investment in zero emissions industries of the future for Australia. Read more

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