US IRA/ NZIA et al
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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
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
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
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
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
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
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
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
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
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
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