Our work

CEF’s Tim Buckley, Matt Pollard and Xuyang Dong present to the Asia Investor Group on Climate Change on the global decarbonisation investment race and Australia’s opportunity to position itself as a zero-emissions trade and investment powerhouse as China leads the world on energy transition and the US IRA triggers a race to the top. Read more

Tim Buckley’s presentation to Northcape, an international boutique fund manager with over $12bn under management, focusses on the acceleration of the global energy transition as capital shifts to decarbonisation worldwide, and potential investor considerations. Read more

With Sweden’s H2GS building the world’s first large-scale green steel plant and Europe’s first giga-scale electrolyser, we look at the massive opportunity for Australia – the world’s biggest producer of iron ore – to lead in the production of green iron, and the conditions that make this possible: substantial national interest public capital investment to trigger private investment at scale, and a massive decarbonisation of our grid to supply 100% green energy for processing. We must do more than dig and ship! Read more

Tim Buckley’s presentation to Ethinvest on the challenge facing Australian industry policy in light of the US IRA and the global energy transition. Read more

China’s renewable leadership offers challenges and opportunities on the path to global decarbonization. In August 2023, China’s renewable energy sector gained momentum with increased hydropower generation after months of droughts. Solar and wind power continued to dominate new capacity additions. Zero emissions capacity is now accounting for 50% of China’s total installed capacity. While China prioritizes economic development over rapid fossil fuel phase-out, EU raises concerns about China’s renewable supply chain dominance due to China’s rapid renewable manufacturing expansion. Nonetheless, this presents an opportunity for emerging markets to accelerate their energy transitions. To meet global net-zero goals, China and other developed nations must invest in emerging economies. Read more

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Tim Buckley of CEF and Climate and Capital Forum founder Blair Palese argue that $100bn of government strategic public-interest capital investment into an Australian Renewables Industry Package and value-adding critical minerals industry development is needed to crowd in $200-300bn of private capital. This would be an appropriately ambitious response to the US Inflation Reduction Act (IRA), commensurate with Australia’s massive domestic and export opportunity. Read more

Our new report argues Australia’s mining sector should become a global leader in electrification of mine equipment, developing onshore battery, recycling and EV manufacturing supply chains and embodying decarbonisation in our commodity exports as a key competitive advantage. We could do this by capping the diesel fuel rebate to $50m pa per firm, clawing back $14bn in tax revenue to 2030 and investing that money in kickstarting an electrified mining transport industry here Read more

Tim Buckley’s presentation to the Altius Sustainability Advisory Committee maps the accelerating global energy transition and Australia’s opportunity Read more

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Tim Buckley of CEF and Blair Palese, founder of the Climate Capital Forum, review the key impacts of the game changing US Inflation Reduction Act, which is turbocharging the green transition, one year after its introduction, and set out the 5 key things Australia should to respond and leverage our huge opportunities renewables powered processing of world leading critical minerals and energy transition materials. Read more

Tim Buckley’s presentation to the ALP National Conference in Brisbane, its key policy endorsement forum, sets out the challenge the US Inflation Reduction Act poses to Australia as it turbocharges US and global decarbonisation, and sets out what Australia need to do to urgently respond. Read more