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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.
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.
Climate Adaptation Investment Framework
The Climate Adaptation Investment Framework identifies six building blocks to help governments mobilise public and private finance for climate resilience. It addresses the gap between tens of billions in current flows and the hundreds of billions needed annually, offering guidance on regulation, strategic planning, and sustainable finance tools.
Data centre sustainability and resilience: A decision playbook for AI infrastructure
Planned summarisation: 1. Review document structure. 2. Identify key findings. 3. Summarise constraints and principles. 4. Verify UK English and word count. This report provides a decision framework for scaling AI infrastructure sustainably. It identifies six strategic constraints—including electricity, water, and community acceptance—shaping data centre viability. The playbook offers universal principles, metrics, and market profiles to help stakeholders align investment with long-term resilience, potentially unlocking $1 trillion in investment by 2030.
The resilience spread: How climate change is reshaping regional economies
This report analyses 426 global cities to define the "resilience spread" between economic capacity and climate risk. It finds that climate pressures currently impact 30% of cities negatively and could erode USD 2.5 trillion in global productivity by 2100 without significant adaptation investment.
TIMES-NZ 3.0: results and insights
The TIMES-NZ 3.0 report explores New Zealand's energy future through two scenarios: Steady and Shift. It highlights falling energy demand and emissions, driven largely by road transport electrification. The research identifies that demand flexibility and batteries could provide up to $20.8 billion in value by 2050.
Traditional ecological knowledge for climate change adaptation and disaster risk reduction in Fiji
This report examines Traditional Ecological Knowledge (TEK) in Fiji as a cost-effective, sustainable tool for climate change adaptation and disaster risk reduction. It details how the iTaukei people use traditional housing, food preservation, and early warning systems to enhance community resilience against cyclones, floods, and rising sea levels.
Financing zero waste: Practical guidance for immediate action by local and national governments
This report provides guidance for governments to finance zero waste systems. It highlights fiscal benefits, including job creation and cost reductions of 66–75% compared to incineration. It details mechanisms like procurement reform and extended producer responsibility while identifying pitfalls such as capital-intensive debt traps and dependency on grants.
An update on the potential impacts of subsidizing transmission in the United States
This report evaluates the impact of transmission investment tax credits on the United States power grid. Under high load growth, these credits reduce annual system costs by up to $1.17 billion and lower emissions. Conversely, in low-growth scenarios, benefits are limited and may modestly increase emissions.