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Reports and Analysis |  |  May 21, 2023

CEF ANALYSIS | LANDMARK AUS-US CLIMATE, CRITICAL MINERALS AND CLEAN ENERGY COMPACT 

Overnight, US President Biden and Australian PM Albanese announced a groundbreaking bilateral agreement which will increase cooperation between the two countries on energy transition, with a focus on critical minerals and cleantech supply chain. Read our initial analysis of what this means for Australia, especially in the context of the massive $800bn US inflation Reduction Act turbocharging energy transition there. Read more

Presentations |  |  May 11, 2023

PRESENTATION | Argo Investments Board

Tim Buckley’s presentation to the board of Argo Investments takes a deep dive into global energy transition, looking at major policy initiatives and capital inflows accelerating decarbonisation in the US, China, India, the EU, Canada and Korea, with a focus the implications for Australian policy and investment. Read more

Reports and Analysis |  |  May 10, 2023

ANALYSIS | Federal Budget 2023/24

The Federal Budget is a mixed bag for climate and energy with a serious case of underreach on fixing the failed PRRT gas tax, but some good policy and funding progress on a National Net Zero Authority, energy bill relief and home and business electrification, and measures to respond to the global race to renewables, such as $2bn for a green Hydrogen Headstart program – all in the context of a massive surprise $4.2bn surplus. However, we need to see more fiscal ambition to respond to game-changing international policy and funding reforms such as the US Inflation Reduction Act that are turbocharging global energy transition. Read more

Reports and Analysis | Tim Buckley  |  Oct 24, 2022

ANALYSIS | Green hydrogen momentum is building, but is a decade from commercialisation

As Tim Buckley writes, hydrogen has great potential in our decarbonisation pathway, but absent massive subsidies, commercial viability is a decade away, and we need to beware the hype. Read more

Presentations | Tim Buckley  |  May 3, 2022

International Perspectives: The role of hydrogen in the global energy system

Green hydrogen is scaling up rapidly, as this presentation to the New Zealand H2 2 Zero Summit by Tim Buckley details. Read more

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