Simon Nicholas

Australia needs to get smarter with green hydrogen Australia needs smarter subsidies and ultra-low-cost renewables if it wants to realise its growing green iron ambition.

Australia needs to get smarter with green hydrogen

#greenhydrogen #energytransition #greeniron
esdnews.com.au/australia-ne...

Fossil-Fuel Supporters Have an Odd New Narrative Secretary of Energy and self-proclaimed “science geek” Chris Wright doesn’t understand the power of clean energy.

Fossil-Fuel Supporters Have an Odd New Narrative

#fossilfuels #renewableenergy
www.bloomberg.com/opinion/arti...

Scrutiny on energy industry after Chevron confirms gas leak Chevron confirms gas from some closed oil wells on Barrow Island is contaminating the area's surface and groundwater.

Two environmental incidents linked to aging #oil and #gas infrastructure in the Pilbara have sparked questions about the industry's commitment to appropriate decommissioning.

www.abc.net.au/news/2025-07...

Carbon capture delusion risks diverting South Australia from green iron and steel The South Australian government is being led by gas interests towards technology that cannot fulfill its Green Iron and Steel Strategy.

The South Australian government is being led by gas interests towards technology that cannot fulfil its Green Iron and Steel Strategy.

#SouthAustralia #gas #steel #mining
ieefa.org/resources/ca...

The World’s Biggest Polluter Is Cleaning Up Its Act Almost all the increase in China’s energy capacity is now in clean power.

The World’s Biggest Polluter Is Cleaning Up Its Act.

Almost all the increase in China’s energy capacity is now in clean power.

#China #energytransition #fossilfuels
www.bloomberg.com/opinion/arti...

Australian gas producers want “grey iron” to look green Iron produced via gas-based direct reduced iron (DRI) is emissions-intensive and should not be described as "green iron" - it is "grey iron" at best. Potential future demand for ironmaking may be used...

Australian gas producers want “grey iron” to look green

#gas #steel #greensteel #iron #mining #Australia
ieefa.org/resources/au...

Santos directors bought shares ahead of Abu Dhabi takeover bid

#Santos #gas #Australia
www.afr.com/companies/en...

Queensland miner TerraCom directors face court over fake coal quality results

#coal #mining
www.theaustralian.com.au/business/leg...

Zero carbon steel for Volvo Cars Swedish steelmaker SSAB has signed a supply agreement for SSABZero TM with Volvo Cars in what is being described as a significant step forward in a shared…

Zero carbon steel for Volvo Cars

#greensteel #energytransition #Volvo
www.steeltimesint.com/news/zero-ca...

China coal imports could drop by up to 100mt in 2025, industry group says Coal imports were 8% lower in the five months to the end of May, official data showed.

China coal imports could drop by up to 100Mt in 2025, industry group says.

“The decrease in China’s coal imports in 2025 will exceed expectations”

#coal #China #energytransition
www.mining.com/web/china-co...

Dropping the ball on green hydrogen means counting on gas for iron and steel in South Australia – and that’s a major risk

#steel #greensteel #gas #greenhydrogen #Australia #SouthAustralia

reneweconomy-com-au.cdn.ampproject.org/c/s/reneweco...

HSBC Investors With $1.6 Trillion Seek Reassurance on Net Zero A group of 30 HSBC Holdings Plc investors is asking the bank to confirm it’s still committed to cutting CO2 emissions, amid concerns Europe’s biggest lender is backing away from its climate pledges.

HSBC Investors With $1.6 Trillion Seek Reassurance on Net Zero

#investing #banking #energytransition
www.bloomberg.com/news/article...

Powerful New York City public pension funds are prepared to drop asset managers that do not comply with its climate plans, in a move that puts industry groups such as BlackRock under renewed pressure over sustainable investing.

#investing #climate #energytransition

Australian met coal export forecast downgraded yet again.

ieefa.org/resources/au...

#coal #steel #energytransition #mining #BHP #investing #ausbiz

UK has an opportunity to create a truly 21st century steel industry Instead of producing iron domestically, the UK can base its steel industry on modern EAFs and import iron where needed from friendly nations where clean power is already available and affordable.

The crisis at British Steel’s Scunthorpe steel works is also an opportunity.

#steel #greeniron #UK #BritishSteel #energytransition
ieefa.org/resources/uk...

UK has an opportunity to create a truly 21st century steel industry Instead of producing iron domestically, the UK can base its steel industry on modern EAFs and import iron where needed from friendly nations where clean power is already available and affordable.

The crisis at British Steel’s Scunthorpe steel works is also an opportunity.

#steel #greeniron #UK #BritishSteel #energytransition
ieefa.org/resources/uk...

‘Pilbara killer’: Will this mega African iron ore mine sink Perth house prices? If our iron ore gravy train becomes a ghost train, what does that mean for Perth’s surging home values? We ask the experts.

You know the future of Australia's biggest export is looking interesting when the Sydney Morning Herald's property section starts worrying about an iron ore mine in West Africa.

#mining #greeniron #ironore #investing #energytransition #Perth #ausbiz #Australia
www.smh.com.au/property/new...

Twiggy sounds alarm over Africa threat to WA iron ore Africa looms as a ‘massive threat’ to Western Australia’s ‘low-grade’ iron ore, Andrew Forrest warns, but the billionaire says he has the solution.

With China now being hit with 145% tariffs and China's iron ore demand already entering structural decline, a new path forward for Australia's biggest export is ever more important.

#mining #ironore #steel #greensteel #investing #China #ausbiz
thewest.com.au/business/lea...

Rio Tinto continues to push technologies that can realistically decarbonise the steel sector whilst BHP lags behind with its focus on CCS for steel...which is going absolutely nowhere.

#Mining #RioTinto #BHP #steel #ironore #ausbiz
www.riotinto.com/en/news/rele...

Green hydrogen has stalled in nearly every corner of Australia. So why is the government still revving it up? Chris Bowen announced $814m for the clean energy source despite projects in doubt across NSW, Queensland and South Australia

The first commercial-scale green steel plant using hydrogen is already under construction in Sweden and is expected to start production in 2026.

“It’s not a question of if it’s going to happen in the steel sector, it is actually happening.”

#steel #greenhydrogen
www.theguardian.com/environment/...

Global competition in the green iron space continues to rise for Australia.

Iron ore giant Vale's plan to supply green hydrogen to its planned "Mega Hub" in Brazil has received 'Global Gateway' flagship status by the EU.

#greeniron #mining #Australia #Brazil
vale.com/w/partnershi...

France launches manslaughter probe into TotalEnergies over 2021 Mozambique massacre French prosecutors on Friday launched an investigation into TotalEnergies for involuntary manslaughter in connection with a 2021 attack by jihadist militants near a Mozambique gas field. Mozambique's…

France launches manslaughter probe into TotalEnergies over 2021 Mozambique massacre

#TotalEnergies #France #Mozambique #LNG #fossilfuels
www.france24.com/en/live-news...

Accidents at giant Rio Tinto project kill more than a dozen workers, prompting inquiry A routine night shift ended in tragedy for Alseny Camara.

Accidents at giant Simandou iron ore project kill more than a dozen workers, prompting inquiry

#mining #Simandou #RioTinto #ironore
www.reuters.com/markets/comm...

Steel companies may go slow on capacity expansion as imports hit margins: Analysts Indian steel companies are hesitant to announce new investments due to increasing imports, especially from China and South Korea, which may impact domestic prices and profit margins. The National Stee...

Australian met coal miners keep telling us India will reach 300Mtpa of steelmaking capacity by 2030.

That isn't going to happen. Indian met coal demand will rise but it will disappoint investors in Australian #coal.

#ausbiz #Australia #India #investing
economictimes.indiatimes.com/industry/ind...

Venture Global’s Flop Swiftly Wipes Out $38 Billion After IPO The list of companies that have flopped out of the gate when entering public markets has a new king: Venture Global Inc.

Shares of the LNG exporter Venture Global have crashed more than 60% since going public, erasing $39 billion in value less than 7 weeks after being on the road pitching itself to would-be buyers.

#LNG #fossilfuels #energytransition #investing
www.bloomberg.com/news/article...

MENA’s opportunity to lead the green iron and steel transition The Middle East & North Africa (MENA) region has the potential to become the leader in global industry’s transition to green iron and steel.

In the emerging green iron space, the MENA region has a big head start over Australia

#Australia #ausbiz #iron #ironore #mining #investing #energytransition

ieefa.org/resources/me...

MENA’s opportunity to lead the green iron and steel transition The Middle East & North Africa (MENA) region has the potential to become the leader in global industry’s transition to green iron and steel.

In the emerging green iron space, the MENA region has a big head start over Australia

#Australia #ausbiz #iron #ironore #mining #investing #energytransition

ieefa.org/resources/me...

Netherlands starts inquiry into Mozambique gas plant massacre A TotalEnergies LNG project in Africa was put on hold after a POLITICO report on human rights abuses.

Netherlands starts inquiry into massacre at TotalEnergies' Mozambique gas project.

The results of the inquiry will be presented to the Dutch House of Reps before the government decides whether to continue €1bn support for the project.

#Netherlands #LNG #fossilfuels
www.politico.eu/article/neth...

Nuclear powers down as global reactor numbers shrink Fewer nuclear reactors are operating worldwide than early this decade and global renewable power generation is dwarfing the...

The number of nuclear reactors operating around the world is shrinking and renewable energy generation is outpacing the technology.

#nuclear #auspol #ausbiz #renewableenergy #energytransition
www.canberratimes.com.au/story/890691...

State Street loses £28bn of assets to Amundi and Invesco over ESG goals US asset manager previously managed all of The People’s Pension’s £33bn in assets

One of the UK’s largest pension funds has pulled £28bn from State Street, in a high-profile example of an asset owner pushing back against the retreat from ESG among the biggest US asset managers.

#investing #ESG
www.ft.com/content/541c...