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Energy transition

Today

Tomago is the country’s largest aluminium smelter and the single biggest user of energy.

The country’s biggest aluminium smelter says green target unreachable

Rio Tinto-backed Tomago, which uses more power than any other industrial operation in Australia, says renewable energy is too expensive and in short supply.

  • Angela Macdonald-Smith

Yesterday

The group chief financial officer of Ramsay Health Care, Martyn Roberts.

Don’t dump corporate climate targets because of Trump, CFOs say

Big business is locked in to its decarbonisation path given commitments made in other countries, and to investors, senior executives said.

  • Amelia McGuire
Santos CEO Kevin Gallagher in Sydney on Tuesday.

Dollars over barrels: Santos’ pledge to investors

A new dividend policy – which is underpinned by softer guidance for output – comes amid pressure on the oil and gas producer to lift investor returns.

  • Angela Macdonald-Smith

The energy transition will be much cheaper than you think

Analysts have for decades severely overestimated energy demand and underestimated the speed of technological advances.

Why the world’s biggest climate conference is a cynical scam

The COP process is now worse than superfluous: it has become a cynical exercise in moral blackmail against the West.

  • Ambrose Evans-Pritchard
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A protester speaks at COP29 in Baku, Azerbaijan.

No-shows and early exits make climate talks a sideshow

The world leaders who skipped Baku last week are all in Brazil now. While COPs are always fraught and fractious, this one feels at risk of sliding into irrelevance.

  • Updated
  • Hans van Leeuwen

This Month

Martijn Wilder and the board of the NRF make commercial decisions independent of the government.

Labor’s $15b reconstruction fund makes landmark first investment

Donald Trump’s retreat from the renewable energy transition is good timing for plans to reboot domestic manufacturing, says the National Reconstruction Fund head.

  • Tom McIlroy
Glencore CEO Gary Nagle says there has been an evident shift in thinking around ESG outside of Australia.

NSW idle in pragmatic shift on coal: Glencore CEO

Gary Nagle says the state, where Glencore is struggling to extend the life of a coal mine, has fallen behind the rest of the world in failing to adopt a more “neutral” position on the fossil fuel.

  • Angela Macdonald-Smith
Santos CEO Kevin Gallagher is under fire over the company’s road map to reach net zero emissions by 2040.

Santos’ own director queried use of ‘clean’ definition: ACCR

Then-director Peter Hearl’s querying of the company’s use of the word “clean” exemplifies how readers of its climate report have been misled, Federal Court hears.

  • Angela Macdonald-Smith
Fortescue executive chairman Andrew Forrest at COP29 in Baku.

Forrest makes ‘dollars and cents’ appeal to climate sceptic Trump

The US president-elect has already reached out to the Fortescue boss, who has switched from environmental rhetoric to the language of economic rationalism.

  • Hans van Leeuwen
‘Gift of God’ … Azerbaijani president Ilham Aliyev extols his country’s natural resources.

Oil and gas are ‘a gift of God’: COP29 leader

The Azerbaijan president’s opening speech was a striking start to the climate summit, already marred by uncertainty and absenteeism.

  • Hans van Leeuwen
Wind farms in NSW will be subject to rules to minimise visual and noise impact.

Turbines quieter than a fridge: The NSW rules to fix renewables delays

The new guidelines should cut approval times for large new wind farms in NSW that had blown out to almost a decade.

  • Angela Macdonald-Smith
NextDC CEO Craig Scroggie (r) talks to AFR technology editor Paul Smith in Sydney.

Nuclear ban holds Australia back from data centre opportunity

Craig Scroggie says without a ‘logical conversation’ on nuclear, Australia may miss an opportunity to grab an outsized chunk of the booming data centre industry.

  • Angela Macdonald-Smith
Joanne Spillane, Macquarie Group’s global head of private capital markets (centre), flanked by KKR APAC Infrastructure MD Andrew Jennings (l) and Clayton Utz corporate partner Samy Mansour (r).

Trump win could be good news for Australian energy transition

Investment bankers hope an expected pullback in Inflation Reduction Act support for green investments under the new Trump administration could help Australia.

  • Angela Macdonald-Smith
“It’ll cost around $50 trillion to $100 trillion to decarbonise the planet over the next 50 years, so that’s a lot of revenue for companies enabling the transition,” Griffin says.

This climate fund returned 74pc while preparing for Trump

As climate stocks plunged on news Donald Trump will be president, Munro Partners’ Nick Griffin remained unflappable as its climate fund extended its rally.

  • Updated
  • Alex Gluyas
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Momentum is growing in new onshore wind farm projects.

Rebound in wind, solar projects revives slim hope for 2030 targets

More commitments were made to new wind and solar farms in the September quarter than in the whole of 2023, according to Clean Energy Council data.

  • Angela Macdonald-Smith
The Palisade team and Intera investors at Ross River Solar farm in Townsville. Palisade Managing director, Karen Gould and Executive director, Simon Parbery joined by investors and growth and development team.

Palisade shops at Forrest’s Squadron for renewable energy talent

Edward Mounsey, Michael Middleton and Matthew Flower are expected to join Intera Renewables’ new growth and development division.

  • Sarah Thompson, Kanika Sood and Emma Rapaport
COP29 isn’t looking likely to be a high-visibility climate summit.

Why no one is turning up to this year’s climate summit

COP29 is meant to land a $US1 trillion deal to fund poor nations’ fight against climate change. But political and business leaders are a widespread no-show.

  • Hans van Leeuwen
Anthony Garnaut (right), CEO of Zen Energy, and Ross Garnaut, director and investor, at a proposed pumped hydro site in NSW last year.

Taiwan investor to open borders for Garnaut’s Zen Energy

The funding deal with HD Renewable Energy Co will enable Zen to progress battery projects in South Australia that will add needed storage to its portfolio.

  • Angela Macdonald-Smith
Costs of transmission projects could rise further, advisers warn.

Energy bill fears grow as transmission costs blow out

Billions of dollars of cost blowouts in transmission announced so far this year have fuelled worries about rising electricity bills for households and business.

  • Updated
  • Angela Macdonald-Smith

Original URL: https://www.afr.com/topic/energy-transition-1ni0