Today
- Opinion
- Opinion
The PM has made a silly billion-dollar bet on solar panels
The price of solar panels has plunged and overseas makers are going broke, making it even more puzzling why the government is making a $1 billion taxpayer bet.
- John Kehoe
Yesterday
Bet ‘significant’ public money on renewables stakes: Combet
The incoming chair of the nation’s sprawling $212 billion Future Fund says it’s time to return to public investment in green energy.
- Jacob Greber
Origin Energy suitor EIG nabs stakes in three major LNG projects
The private equity group, partly owned by Saudi Aramco, has made three investments in ventures run by Woodside, Chevron and Shell and will open a local office.
- Angela Macdonald-Smith
- Opinion
- Opinion
The energy transition is going to take time, money, and trust
Getting the great energy shift wrong will bring price spikes, blackouts and job losses, making it very difficult to maintain community and political will.
- Richard Goyder
This Month
- Updated
- Mergers & acquisitions
Neoen taps Bank of America to sell $1.6b stake in renewables business
The French group has appointed the bank to sell as much as 30 per cent of its Australian wind and solar portfolio as it attempts to accelerate expansion.
- Updated
- Angela Macdonald-Smith and Aaron Weinman
March
- Updated
- Renewables
AGL, Cannon-Brookes vying for $1b in solar manufacturing grants
SunDrive, backed by the Atlassian billionaire, is among groups including 5B and Tindo who want to use the taxpayer funds to expand local panel production.
- Updated
- Angela Macdonald-Smith and Ben Potter
Why EVs are such a big geopolitical deal
Policy changes in the US will have ramifications that will be felt far beyond the autoworkers of Detroit, Michigan.
- Matthew Cranston
Turning turbines into sneakers: a recycling idea takes flight
Renewable energy giant Acciona was unsure how to dispose of its fibreglass and carbon-fibre wind turbine blades. Its solution came out of the box.
- Hans van Leeuwen
- Opinion
- Chanticleer
The shocking data that stopped Larry Fink cold
“I’ve seen a lot of numbers. But no single data point has ever concerned me more than this one,” the CEO of BlackRock says.
- James Thomson
Jet costs cloud proxy adviser support for Santos
CGI Glass Lewis raised “concerns” over the use of a corporate jet for top management, but it and ISS backed both the remuneration report and chairman Keith Spence’s re-election.
- Angela Macdonald-Smith
Australia dropped the ball on energy security: Exxon
Forecast gas shortfalls in the southern states cannot be blamed on Queensland’s LNG exports, one of the east coast’s biggest gas suppliers says.
- Angela Macdonald-Smith
Gas CEOs dial up warnings as ‘crunch time’ looms
Senex CEO Ian Davies and APA Group’s Adam Watson will warn of a “desperate” need for new gas supply to help cut emissions, and prevent higher costs for customers.
- Angela Macdonald-Smith
- Opinion
- Chanticleer
Surprise energy transition story in Monday’s $1b buyout
The last time vessel owner MMA Offshore hit the headlines, it was an offshore oil and gas services group going broke. Now it has a $1 billion bid, and investors can thank the energy transition.
- Anthony Macdonald
How Sun Cable could be a loser, yet a winner
Mike Cannon-Brookes’ company is set to lose the race to lay a 4000-kilometre cable to send solar energy out of the desert and under the oceans.
- Updated
- Hans van Leeuwen
Biden gives Bowen green light to soften vehicle pollution reforms
Climate Change Minister Chris Bowen indicated that Labor may soften planned vehicle emissions rules, which are based on US figures, to help car makers.
- Updated
- Jacob Greber and Matthew Cranston
Biden eases new vehicle emissions standards, Australia could follow
The new rules give US automakers more time to comply with emission standards and to push sales of hybrid vehicles as demand for EVs slows.
- Updated
- Matthew Cranston
‘Copper’s time is now’ as traders switch from iron ore
Goldman Sachs and Citi believe copper prices can rally another 30 per cent, while Westpac sees iron ore dropping below $US90 a tonne.
- Alex Gluyas
Business leaders are worried about productivity
Leaders at The Australian Financial Review Business Summit on the factors in the Australian economy that keep them up at night.
- Updated
- Exclusive
- Renewables
Renewables spending bounces back in race to 2030
Clean energy project developers point to billions of dollars worth of projects heading to financial close in the next few years, marking a recovery from 2023.
- Angela Macdonald-Smith
- Analysis
- Investing
Why Hostplus is doing the UK differently
Super funds are pumping money into big, solid infrastructure plays in the UK, but Hostplus has picked out an Oxford nuclear fusion start-up.
- Hans van Leeuwen