OUR INSIGHTS

Methane emissions reduction – A report on international policy and technology insights for the Australian fossil fuel sector

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Raising a new fund in 2024?
Matthew Rennie Matthew Rennie

Raising a new fund in 2024?

2023 gave LPs time to breathe and reflect, and to reach a perspective on the performance of their existing roster. For new GPs raising new funds, it was a tough run, as LPs rebalanced portfolio away from PE and VC as equity markets fell, and due diligence processes ran far harder.

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Sink or Swim?: Key Outcomes from COP28
Electricity, Distribution, AEMC, AEMO, NEM, 2021 Ursula Brown Electricity, Distribution, AEMC, AEMO, NEM, 2021 Ursula Brown

Sink or Swim?: Key Outcomes from COP28

In light of findings from the first Global Stocktake, COP28 negotiations have continued to navigate a plethora of diplomatic and governance issues in the realization of global decarbonisation goals. Discussions on central themes – including fossil fuels, climate finance and sustainable agriculture – have yielded paradoxical outcomes that have generated momentum for global climate action while highlighting just how far there is to go.

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Is This the End For Traditional Automotive?
Matthew Rennie Matthew Rennie

Is This the End For Traditional Automotive?

For conventional vehicle companies which are forced to both maintain existing lines and create new EV vehicles, this is a challenging time. Two days ago, BMW announced it would cease the production of internal combustion engines in their home base of Germany. Its main Bavarian plant will be converted for the production of EVs only, while the company relocates its ICE production to the UK and Austria. What can companies facing the transition learn?

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Setting Strategy for a Net Zero World
Matthew Rennie Matthew Rennie

Setting Strategy for a Net Zero World

Our thesis is that markets will hit tipping points in the next 2 years, when the risks and opportunities created through Government transition policy begin to give way to a gradual institutional realisation that the world may not meet the challenge of climate change and that financial and physical risks need to be accounted for more urgently. It is no longer enough to set strategy by consultation.

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