Energy Crisis
AGL | CEF NEWS UPDATES | CEF SERIES ON CRITICAL MINERALS | China | Coal/electricity/electrification | Critical minerals | Decarbonisation | Energy Crisis | Finance Sector & Emissions | Green Iron | Hydrogen | India & Adani | Monthly China Energy Updates | Nuclear | Submissions | Taxes & subsidies | US IRA/ NZIA et al |
PRESENTATION | China outbound foreign investment
Tim Buckley presents a Macquarie Research Investor Briefing on China’s astonishing cleantech outbound investment Read more
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. Read more
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
PRESENTATION | Climate finance in the energy sector
Tim Buckley’s presentation to the AustCham FIT Industry Forum on global decarbonisation. Read more
PRESENTATION | Progress being made against fossil fuel dominance: good news stories on renewables and the growing strength of the global energy system transformation
Tim Buckley’s presentation to the annual ARCCC conference. Read more
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
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
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
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
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