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Reports and Analysis |  |  Feb 12, 2025

OP ED | Foreign investors need clarity on the rules for inbound investment into Australia

Australia’s FMIA can unlock >$500bn of new investment in Australia across energy infrastructure (grid T&D), solar, wind, PHS, BESS and V2G charging) and value-added our key mining exports (e.g. green iron, rare earths & lithium hydroxide refining), as well as providing zero emissions lower cost domestic clean energy to power our downstream industries, like Rio Tinto’s public-private multibillion dollar investment proposals to pivot to green aluminium value-add across Australasia. Read more

Reports and Analysis |  |  Feb 12, 2025

OP ED | The gas export industry continues to cry wolf about always looming shortages, but this isn’t supported by the facts

The Australian Energy Market Operator (AEMO)’s recent 4QCY2024 Quarterly Energy Dynamics (QED) report gives some much needed context. AEMO highlighted 84% of East Australian gas production is exported. This highlights that, not withstanding a tripling of gas production over the last decade, there is a totally contrived domestic market shortage, designed to keep East Australian industry & consumers paying export price parity and beyond for this public Australian asset now captured and being exploited by multinationals, mostly corporate tax free. 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 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

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