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Latest Commentary
Commentary
Labor’s flagship renewable energy scheme has not worked: It’s time to replace the CIS with a CFD
The CIS has not worked. But the capacity it was designed to procure is needed more than ever, and the cost of delay rises every year. Oh, and about diesel …
David Leitch
Jul 31, 2026
5
Commentary
From crisis to capability: Lessons from Denmark on how to quit fossil fuels
Denmark’s energy transition offers many lessons for Australia, including that capital doesn’t need convincing renewables are attractive; it needs confidence projects can be built without being stranded in process risk.
Marc Revault
Jul 31, 2026
1
New
Chart of the day
The wind drought that no one wants but everyone talks about
There was likely a lot of talk going on at the ACES summit in Sydney this week. Talk is about all the industry does these days and the Summit is no doubt a good place to do it.Â
David Leitch
Jul 30, 2026
3
Commentary
Green iron is Australia’s largest opportunity for future economic prosperity. Green steel is the way in
Australia has a time-critical opportunity to position itself in low and zero-emissions steel industry, secure manufacturing and build a future made in Australia.Â
Matt Pollard
Jul 30, 2026
0
Commentary
Australia cannot hedge its way to a renewable export future
For years, Australia’s contradictory role as renewable energy superpower and fossil fuel exporter was treated as a sensible hedge. Increasingly, it looks like a strategic liability.
Camille Malbrain
Jul 29, 2026
1
All Commentary
New
Commentary
Labor’s flagship renewable energy scheme has not worked: It’s time to replace the CIS with a CFD
The CIS has not worked. But the capacity it was designed to procure is needed more than ever, and the cost of delay rises every year. Oh, and about diesel …
David Leitch
Jul 31, 2026
5
New
Commentary
From crisis to capability: Lessons from Denmark on how to quit fossil fuels
Denmark’s energy transition offers many lessons for Australia, including that capital doesn’t need convincing renewables are attractive; it needs confidence projects can be built without being stranded in process risk.
Marc Revault
Jul 31, 2026
1
New
Chart of the day
The wind drought that no one wants but everyone talks about
There was likely a lot of talk going on at the ACES summit in Sydney this week. Talk is about all the industry does these days and the Summit is no doubt a good place to do it.Â
David Leitch
Jul 30, 2026
3
New
Commentary
Green iron is Australia’s largest opportunity for future economic prosperity. Green steel is the way in
Australia has a time-critical opportunity to position itself in low and zero-emissions steel industry, secure manufacturing and build a future made in Australia.Â
Matt Pollard
Jul 30, 2026
0
New
Commentary
Australia cannot hedge its way to a renewable export future
For years, Australia’s contradictory role as renewable energy superpower and fossil fuel exporter was treated as a sensible hedge. Increasingly, it looks like a strategic liability.
Camille Malbrain
Jul 29, 2026
1
New
Commentary
Victoria is in a real energy pickle, and now has a new premier. One Nation is not the solution
Voters in Victoria are angry about the rising cost of living. But One Nation will make things worse, particularly when it comes to energy.Â
Tristan Edis
Jul 28, 2026
14
New
Commentary
GenCost: The seven caveats behind CSIRO’s “No Progress” scenario – and why it isn’t cheaper
Some stakeholders have used CSIRO’s No Progress GenCost scenario to argue net zero should be abandoned. But this scenario comes with seven caveats and one big spoiler – it’s not the cheapest path.
Johanna Bowyer
Jul 28, 2026
1
New
Commentary
Electricity network tariffs are a dog’s breakfast – where to now for distributors?
With less need for networks to perform their traditional role, and the state of tariffs “a big mess,” what does the future look like for Australia’s regulated distribution monopolies?
David Leitch
Jul 27, 2026
4
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