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Spark Club Podcast

Spark Club Podcast

De : Grant McDowell
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 Spark Club brings entrepreneurs in the energy field together with a common objective, to build energy businesses. We draw on each others experience to support, learn and grow energy businesses. The podcasts are hosted by Grant McDowell and are recordings of our Fireside chat with leaders in the energy transition.Grant McDowell Economie
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    • Al Gore says stop Australia's diesel fuel subsidy - Tim Buckley Ep62

      Al Gore says stop Australia's diesel fuel subsidy - Tim Buckley Ep62
      Nov 2 2025
      Spark Club Podcast recorded on 31 October 2025 Highlights BESS deployments booming in Australia Batteries are the biggest disruptive force in global energy markets in 2025. Australia becomes world's third-largest utility battery market.Australia has overtaken the UK to rank behind China and the US in utility-scale battery capacity, with 14GW/37GWh of projects at or nearing financial close.Rystad Energy estimates the Australian pipeline of battery projects jumped 45GW in one year from 109GW in August 2024 to 154GW now.Meanwhile Minister Bowen is rightly crowing about the >100,000 home battery installs so far.Worth noting the world's largest hybrid BESS by MASDAR in the UAE, a 5GW solar and 19GWh BESS designed to provide 1GW of 24/7 power supply commenced construction this week.And AEMO's new 3Q2025 Quarterly Energy Dynamics report reveals that average wholesale electricity prices across the National Electricity Market, fell to $87/MWh, down 27% on the same quarter last year. AEMO says the surge in battery storage – up an average 461MW in the evening peaks – clearly had an impact on other peaking generation sources, with gas fired generation down 11%. All of these factors also helped the renewable share hit a new 3Q high of 42.7%, nearly 10% higher than the Q3 average of 39.3% last year. You'd never know this reading the mainstream climate science denialist media!AEMO's Quarterly Energy dynamics report had great news for Minister Bowen. China The September 2025 electricity generation statistics for China show a ⬇️ 5.4% yoy decline in coal and gas generation for the September month, and a ⬇️ 1.2% yoy decline in the first nine months.And with cement production volumes -5.2% yoy YTD 2025, and crude steel volumes -2.9% yoy YTD 2025, that is consistent with Centre for Research on Energy and Clean Air (CREA)'s suggestion that China's national emissions peaked back in March 2024.Rho Motion reports China's EV sales in the first nine months of 2025 are 9.0m, +24% yoy, largely in line with the global rate of +26% yoy (given China is 61% of global EV sales in 2025 YTD), while China's EV exports are booming. Lowlights Sanjeev Gupta strikes Australia again, and again, this time InfraBuild InfraBuild reported a net loss of $250m in FY2025 and is likely trading while insolvent, thanks to Gupta have borrowed $1.07bn of really expensive debt against it.Beyond time ASIC acted against directors. Tomago Closure Threats Rio Tinto is threatening to close Tomago aluminium smelter due to their inability to access cheap coal power beyond 2028.Oliver Yates has proposed a simple government intervention to ensure low cost zero emissions firmed #RE to permanently solve this problem.We cant afford to have every multinational corporate lining up for $100-1000m subsidies, blackmailing the Federal Government trying valiantly to implement their FMIA, 82% RE by 2030 and Green Metal Exports policies. The Methane Gas lobby is out in force The NSW and SA governments are out lobbying on behalf of SANTOS, trying to force Narrabri gas development through again, and again.Meanwhile the SA government announced another $17m taxpayer subsidy for new methane gas developments in SA.BlueScope is leading a manufacturing lobby group calling for more gas development.The obvious solution is to accelerate electrification of everything so we permanently remove our addiction to fossil fuels. Main Story – Fossil fuel subsidies It was Tim's pleasure to met former US Vice President Al Gore at the IGCC annual investor conference, and then for a follow up private session hosted by Wollemi and SEC with Australia's largest Asset Owners.Al Gore had Tim when he demanded governments should stop giving fossil fuel companies subsidies!Al Gore stamina and determination is seriously impressive, he spoke for over an hour at IGCC then gave a lunch presentation and then another afternoon presentation.CEF continues to advocate for the Federal Government to reform the diesel fuel rebate, a $12bn annual subsidy for expensive high emissions imported diesel.It was brilliant to have Matt Kean, Chair of the CCA repeatedly call out this massive $12bn annual subsidy by Treasurer Jim Chalmers, the 15th largest budget expense item, and promote CEF's Transition Tax Incentive idea to instead incentivise the mining majors to invest in electrification and decarbonisation.CEF will be working with a growing coalition of aligned voices from CANA, LEAN, ACTU and Fortescue et al to push for this long overdue reform, particularly given it would be perfect announceable for Minister Bowen if and when Australia gets the COP31 presidency! What's coming up? Next week Tim is joining the ACBC for a full day discussion on Australia-China Energy Transition Dialogue then 2 days with the Climate Capital Forum in its third Parliament House delegation this year to discuss key issues in cleantech – YFYS, diesel fuel rebate and getting public capital deployments accelerated.Then in ...
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      45 min
    • Time to Act on Greenhouse Gas Protocol Scope 2 - Killian Daly Ep61

      Time to Act on Greenhouse Gas Protocol Scope 2 - Killian Daly Ep61
      Oct 12 2025

      We invited Killian Daly, CEO of Energy Tag, on to the Spark Club podcast on the 10th October. We recorded the podcast in London at an industry event.

      The reason for having Killian on is it's an important time for ensuring the policy settings are right for updating the Greenhouse Gas Protocol Scope 2 Guidance. The discussion paper will be released next week, with a two month public consultation period.

      It's a great conversation about a common sense approach, grounded in the physics of energy, and how we need to make it accessible to everyone, even my Mum and Killian's Dad.

      Everyone in the cleantech industry in Australia, and around the globe, is advised to follow this important update to GHG Protocal Scope 2. The changes will deterime how future large corporate emissions will be reported. The accounting standards need to be updated to meet the needs of ongoing deployment of wind, solar and batteries into the 2030's and beyond.

      You can follow Killian Daly on LinkedIn - https://www.linkedin.com/in/killianpdaly/

      EnergyTag link - https://energytag.org/

      GHG Protocol Scope 2 link - https://ghgprotocol.org/scope-2-guidance

      Please share this episode with your network. Thanks

      The team at Spark Club.

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      28 min
    • Emissions targets are a thing. Tim Buckley Ep60

      Emissions targets are a thing. Tim Buckley Ep60
      Oct 5 2025
      Spark Club Podcast recorded on the 3rd October 2025 Highlights China's Envision announces a green passport for wind turbines Envision Energy, announced this week that its main wind turbine has been internationally certified via the Environmental Product Declarations (EPD) platform. 🔹 85–90% recyclability, maximizing circular economy potential 🔹 Supply chains on track for 100% green electricity by 2028 🔹 Transparent, internationally recognized carbon accounting China's cleantech leaders are embracing an international alignment to build collaboration and a race to the top on climate, even as the US abrogates their global leadership daily. Fortescue keeps powering towards Real Zero FMG this week announced significant new MoUs for international collaboration with global cleantech leaders to deploy world leading zero emissions technologies in Australia, and in the Pilbara.Dressed up as a global announcement mentioning a Spainish wind technology and repeating details on FMG's alliance with Germany's Leibherr BEV mining equipment, the names in these MoUs that stand out to me were CATL, BYD, LONGi, Envision Energy and XCMG. If you haven't guessed, the common aspect of these firms is that they are all Chinese cleantech leaders. Battery announcements in Australia are coming thick and fast Australia's operating BESS capacity hit 6.5GWh this week, and we have had new BESS developments literally ever day across Australia in recent months.Minister Bowen's Home Battery subsidy program has continued at 1000 new installs per day, with >72k since 1 July 2025 – widely successful and really building momentum – speed and scale to boost confidence that DER and CER are going to play a much larger role than any models showed even a few years ago, and reminding everyone that batteries on wheels means V2G is only to going to accelerate the grids ability to absorb ever higher VRE penetrations. Lowlights BHP keeps walking back its decarbonisation ambitions Reflective of the climate luddite board and CEO, and lowering of climate ambitions from key US investors thanks to Trump, BHP has walked back its decarbonisation investments.And even as Chinese mining EV and truck technologies are taking off in 2025 like passenger vehicle EVs did in the last 2 years, BHP's allegiance to the climate luddites at Caterpillar US means they are pretending to be blind to the opportunities emerging in their #1 export destination i.e. China.But China has given BHP a rather large kick this past week -putting an open ended ban on BHP sourced iron ore imports to China. A timely reminder that we ignore our #1 trade partner at our own peril! Main Story – Australia's 62-70% Emissions target for 2035 & Lifting Capital deployments Minister Bowen announced a 62-70% emissions reduction by 2035 target, supported by the CCA 's Matt Kean as requiring a halving of emissions in just one decade, a more than doubling of the current run-rate of reductions achieved over the last decade.This requires a whole of economy approach to emissions reduction, a far wider approach than we have seen to-date, which has relied primarily on electricity sector decarbonisation.The Government's DCCEEW has released 6 key sector plans to guide the approach covering electricity and energy, ag and land use, the built environment, industry, resources and transport.The government has also stepped up public capital allocations to support FOAK deployments of new technologies and de-risk supply chains and crowd in private capital. A new $1.1bn low emissions liquid fuels funding was announced, plus an additional $2bn equity top-up to CEFC, and a re-assignment of $5bn of NRF's $15bn allocation (95% un-used to-date) into a Net Zero Fund.CEF has been tracking government funding – both on-budget and capital allocations e.g. to CEFC, NRF, EFA and NAIF, and we have tracked $76bn of Federal allocations since the start of 2023, and another $6bn of state allocations. But positively, we have tracked some $16bn of deployments since December 2024, and there is a noticeable lift in activity and efforts to get the money Chalmers has put on the table out the door and working.ARENA has 4 major tenders under way, Bowen has 4 CIS tenders underway (2 WA and 2 NEM), and EFA / DFAT have 3 allocations totalling $400m in the last 3 months from the $2bn Southeast Asia Investment Financing Facility PM Albanese established last year.Certainly CEF's engagement via the ARIA with various Federal Government ministries and departments over recent weeks confirms a strong elevation of efforts to get decarbonisation, electrification, green exports and FMIA actions underway.We also saw In an address to the UN General Assembly Chinese President Xi Jinping announce China's target to reduce carbon emissions by 7-10% from their peak by 2035.Australia's move was supported by a Progress report on China's national carbon market (2025) by China's Ministry of Ecology and Environment that stressed the strong ...
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      41 min
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