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We summarise credible research and reports on sustainable finance and ESG issues. Our summaries, along with our AI ChatBot saves members time reading large reports, to focus on knowledge building and action.
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Untapped potential of commercial & industrial energy resources in the NEM
Analysis by Nexa Advisory identifies Australia’s commercial and industrial energy resources as a 28 GW untapped opportunity. With only 5 GW currently installed, the report recommends dedicated tenders and tariff reforms. Unlocking this capacity could avoid $11 billion in network costs and accelerate the clean energy transition.
Productivity with purpose: Clear pathways to a more equitable future
This report advocates for "productivity with purpose" to address climate, inequality, and cost-of-living pressures. It proposes tax reforms targeting rents, quality-adjusted metrics for the care economy, and frontloading clean industry investment. The document emphasises streamlining infrastructure approvals and community-led growth to build a more equitable Australian economy.
Response to the Commonwealth Government’s consultation on Exposure Draft Environment Protection and Biodiversity Conservation Amendment (2026 Measures No 2) Regulations 2026
The Clean Energy Investor Group (CEIG) responds to the Commonwealth Government’s consultation on EPBC Act reform. Representing a $14 billion renewable energy portfolio, CEIG advocates for sector-specific guidance, improved National EPA resourcing, and clearer streamlined assessment criteria to ensure a predictable and efficient transition to a clean energy future.
Clean energy outlook 2026
The Clean Energy Outlook 2026 report highlights declining investor sentiment in Australia's renewable sector. Key challenges include transmission delays and planning approvals. While New South Wales remains the top investment destination, confidence in meeting the 2030 target is low. However, data centres offer significant opportunities for new generation.
Response to Commonwealth Government’s NEM Wholesale Market Settings Regulatory Reforms
The Clean Energy Investor Group (CEIG) supports the Electricity Services Entry Mechanism (ESEM) to address the National Electricity Market's tenor gap. This submission emphasises the importance of contract bankability, investment-grade counterparty ratings, binding transmission development plans, and transparent procurement processes to ensure a successful clean energy transition.
Response to the ESEM contract co-design consultation
The Clean Energy Investor Group provides feedback on the Electricity Services Entry Mechanism contract designs. It endorses the Regional Reference PPA and a $600/MWh price cap, while emphasising the need for robust Force Majeure management, negative pricing protections, and index transparency to maintain project bankability and market liquidity.
Designing the ESEM to unlock new investment: Analysis of the NEM Review's recommendations
This report analyses the NEM Review's recommendations for the Electricity Services Entry Mechanism. It highlights declining wind investment and rising costs, advocating for contract designs that prioritise financeability over fungibility. The Clean Energy Investor Group recommends reforms to address the 'tenor gap' and support new renewable energy entry.
Submission to the Australian Energy Regulator: Network resilience guidelines
The Investor Group on Climate Change provides feedback on the Australian Energy Regulator’s proposed Network Resilience Guidelines. The submission recommends standardising financial assessments, integrating climate science, and considering community vulnerability. It advocates for flexible adaptation pathways and extending resilience definitions to include chronic climate risks and transmission networks.
Submission to the Department of Climate Change, Energy, the Environment and Water: the Safeguard Mechanism Review 2026-2027
This submission outlines recommendations for reforming Australia’s Safeguard Mechanism to incentivise on-site industrial decarbonisation. Key proposals include a 7 per cent annual baseline decline rate, a 'Reinvestment Contribution' on carbon credit use, and expanded scheme coverage to support Australia’s 2035 climate targets and industrial competitiveness.
Investor Group on Climate Change submission on options to strengthen the superannuation performance test
IGCC's submission outlines reforms to the superannuation performance test to support climate-aligned investment. It identifies structural barriers, including regulatory uncertainty and project pipelines, while advocating for optional, prospective implementation of benchmark changes. The report emphasises that acting on climate change is essential for fiduciary duty and long-term member returns.
2026 Integrated System Plan for the National Electricity Market
The 2026 Integrated System Plan outlines Australia’s transition to 98% renewable generation by 2050. The roadmap identifies the least-cost pathway, requiring 117 GW of utility-scale solar and wind firmed by 50 GW of storage. The plan delivers $28 billion in net market benefits while ensuring system reliability.
2026 Electricity statement of opportunities for the National Electricity Market
The 2026 Electricity Statement of Opportunities provides a 10-year reliability outlook for Australia’s National Electricity Market. It examines emerging supply scarcity risks as 13 GW of coal generation retires, detailing the critical roles of electrification, data centre expansion, consumer energy resources, and government-supported infrastructure programmes in maintaining system reliability.
Quarterly investment report: Large-scale renewable generation and storage Q1 2025
1. Identify key investment statistics. 2. Outline project pipeline and technology trends. 3. Summarise future capacity requirements. 4. Ensure Australian English and word count compliance.
This Clean Energy Council report highlights a strong first quarter for energy storage in 2025, with $2.4 billion in new investment commitments. Generation projects experienced a slower start, contributing 386 MW. The analysis details project pipelines, cost trends, and the accelerated deployment required to meet Australia’s renewable energy targets.
This Clean Energy Council report highlights a strong first quarter for energy storage in 2025, with $2.4 billion in new investment commitments. Generation projects experienced a slower start, contributing 386 MW. The analysis details project pipelines, cost trends, and the accelerated deployment required to meet Australia’s renewable energy targets.
Quarterly investment report: Large-scale renewable generation and storage Q4 2025
This report analyses Australia's large-scale renewable energy sector in Q4 2025, detailing a significant investment rebound. It highlights record-breaking commissioning outcomes for generation and storage projects. Despite strong quarterly performance, annual investment totals remain below 2024 levels, with the report identifying ongoing planning and infrastructure challenges as key hurdles.
Quarterly investment report: Large-scale renewable generation and storage Q2 2025
Australia's renewable energy sector experienced a soft Q2 2025, with only 615 MW of generation committed. Total 2025 commitments of 1,173 MW represent roughly one third of the required run-rate for 82 per cent renewable targets. However, utility-scale storage deployment remains on track with record commissioning averages.
The legibility problem across real assets: Adaptation and resilience finance without a shared language
This research examines the fragmented definitions of climate adaptation and resilience within finance and real assets. It identifies structural disagreements between regulatory frameworks and highlights five institutional gaps, including valuation and governance, that hinder large-scale investment. The paper advocates for improved institutional architecture to address systemic climate risks.