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US IRA/ NZIA et al

Reports and Analysis | Tim Buckley  |  Dec 10, 2022

ANALYSIS | The Inflation Reduction Act is Spurring a Tsunami of Inbound US Investment

Paper #8 in our critical minerals series. The US$369bn IRA signed into law this year is the single biggest climate commitment in US history, and is triggering a monumental inflow of green capital which is transforming the US energy and economic landscape. CEF’s Tim Buckley and Matt Pollard take a close look at the deal book and policy context. Read more

Reports and Analysis | Tim Buckley  |  Nov 15, 2022

ANALYSIS | Globalisation: the expansion of future facing mineral companies beyond Australia

In paper #7 of CEF’s series on value adding critical minerals, Tim Buckley and Matt Pollard look at Australian companies expanding their operations beyond Australia’s borders with key international projects. Read more

Presentations |  |  Nov 1, 2022

GUEST CONTRIBUTION: Presentation to Australian Alliance for Energy Productivity (A2EP) conference, 19 October 2022, Nicolette Boele

Guest contributor Nicolette Boele, Smart Energy Council Expert Adviser, Electrification of Everything, and Shadow Representative for the federal seat of Bradfield, NSW, shares her insights on the key factors needed to drive the energy transition at the scale and pace required and in a way that leaves no one behind. Read more

Presentations | Tim Buckley  |  Oct 27, 2022

PRESENTATION | Energy Transition: Lithium, rare earths and other minerals – mining and value adding in Australia

Tim Buckley addresses Engineers Australia on the emerging critical minerals mining and refining boom in the context of the accelerating global energy transition. Read more

Reports and Analysis | Tim Buckley  |  Oct 25, 2022

ANALYSIS | Australia’s mammoth renewable minerals opportunity – and how to harness it

As Tim Buckley and Matt Pollard discuss below in paper #5 in CEF’s series on critical minerals, Australia’s allies have demonstrated the growing use of federal support in accelerating private capital inflows to scale and diversify their supply chains around critical minerals, as Australia steps up to the opportunity via its new National Critical Minerals Strategy. Read more

Presentations | Tim Buckley  |  Oct 13, 2022

Master Class: The maths of energy investment – Energy transition momentum is building

Tim Buckley’s presentation to PWC and the YPO (Young Professionals’ Organisation) Read more

Reports and Analysis | Tim Buckley  |  Oct 13, 2022

REPORT | India’s Renewable Energy Journey: Short-Term Hiccups but Long-Term Trajectory Intact

IEEFA and CEF believe the long-term trajectory for renewable energy in India is still intact, even though recent global events […] Read more

Reports and Analysis |  |  Sep 21, 2022

ANALYSIS | Australia’s once in a generation lithium opportunity

In paper #2 in a CEF series on critical minerals, Tim Buckley and Matthew Pollard review Australia’s world-leading lithium reserves and the scope for value-adding onshore. Read more

Reports and Analysis |  |  Sep 20, 2022

ANALYSIS | More than a quarry: The growing investment into value-adding critical minerals mining in Australia

Critical minerals are key to the accelerating global energy transition and Australia is in pole position. CEF’s Tim Buckley and Matthew Pollard review the opportunities the boom presents and some key developments, in paper #1 of a series on this topic. Read more

Reports and Analysis | Tim Buckley  |  Aug 17, 2022

ANALYSIS | China’s global energy transition leadership

As Tim Buckley writes, China is leading the world by scaling up zero emissions industries of the future – RE, hydro power, smart grid integration, batteries, EVs, and most recently green hydrogen. In line with President Xi Jinping’s ‘Net Zero Emissions before 2060’ pledge, enormous progress has been made, but with climate impacts accelerating, ambition needs to be lifted. Read more

Presentations | Tim Buckley  |  Jun 30, 2022

The Global Energy Transition:  An India perspective

Tim Buckley’s presentation to the Institution of Engineers (India) June 2022 Forum, where he speaks to India’s world leading ambition for 450GW of renewable energy by 2030 in the context of global decarbonisation. Read more

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