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Tim Buckley speaks at the Centre for Future Work’s National Manufacturing Summit on the global energy transition and implications for Australia Read more

We review the PC’s recent report which completely fails to understand the scale and urgency of Australia’s opportunity to invest public capital in leveraging our world-leading energy transition resources, attract private capital and respond effectively to unprecedented global policy interventions that are re-drawing the geopolitical landscape as the world decarbonises. Read more

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Australia’s imperative to create a mutually-beneficial bilateral agreement with South Korea, leveraging the US Inflation Reduction Act to complement Korea’s battery industry and value-add onshore. Read more

Tim Buckley’s presentation to the June 2023 WA Renewables and Critical Minerals Superpower Summit details the extraordinary opportunity for WA to lead the world in renewables powered, value added critical minerals processing in the context of a massive global acceleration in energy transition policy and public and private capital flows. Read more

We analyse the Australian Critical Minerals Strategy 2023-2030 released today by the Federal Government. The focus on leveraging international trade agreements and partnerships to position Australia in global supply chain is laudable. However, the new funding – $500m to NAIF to support downstream processing – is a drastic underinvestment in the sector that fails to respond both to the scale of Australia’s opportunity as a potential world leader in value-adding our geostrategic minerals reserves onshore using our abundant renewables, and to the ambition of our trade partners and competitors the world over, such as the game changing ~$US800bn Inflation Reduction Act that is actively reshaping global energy dynamics. Read more

CEF sees unprecedented trade and investment opportunities, in the order of hundreds of billions of dollars, for Australia to “ship sunshine”, embodying decarbonisation in its exports by using its solar and wind energy to process its world-leading critical minerals reserves, and to power manufacturing of energy transition materials. Australia has a once in a century opportunity for investment in renewables, exports, technology and employment, including in and driven by solar. It should seize it. Read more

We track the key energy news of the last fortnight, including the new Aus-US compact which will potentially make Australian companies and projects eligible for funding under the ~$800bn US Inflation Reduction Act. Read more

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

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

Tim Buckley’s presentation to the Smart Energy Council conference looks at the massive global acceleration of decarbonisation, including via the funding and policy reforms of Biden’s IRA which has turbocharged the transition in the US. What are the implications for the imminent Federal Budget if Australia to position itself as a global leader in the new cleantech world economy? Read more