Consulting in the renewables, clean energy, climate change and climate finance space to various clients

Strategic review of Australian renewables market

Author of report on renewables and fossil fuel power generation investments, and the impacts of current and future energy markets and decarbonisation policy on investments.

• Responsible for strategy and analysis of new technologies and international expansion options.• Strategic implications and NPV valuations of new energy technologies (e.g. solar PV and batteries), penetration rates and economics, market forecasts, business strategies and product offerings, economics of batteries for ‘firming’ renewables.• Disruption of business models and strategic positioning in a low-carbon world. Assessment of risks of stranded assets and carbon bubble… Show more • Responsible for strategy and analysis of new technologies and international expansion options.• Strategic implications and NPV valuations of new energy technologies (e.g. solar PV and batteries), penetration rates and economics, market forecasts, business strategies and product offerings, economics of batteries for ‘firming’ renewables.• Disruption of business models and strategic positioning in a low-carbon world. Assessment of risks of stranded assets and carbon bubble. • Analysis of Asian gas and power markets (China, India, Indonesia, etc.), forecasting LNG demand, gas and LNG pricing, fuel-switching economics in Asian-Pacific gas markets. Part of LNG trading team that signed Origin’s first LNG deals.• Identification, rationale and value of strategic partnerships. Writing board papers, presentations to senior management and strategy committees. Show less

• Managed the review of mid- and long-term strategic options in AGL’s upstream gas business. • Strategic and financial analysis of company and asset acquisition. Development of gas market analysis and outlook, and competitor position analysis. Assessment of internal competencies and sources of competitive advantage.

• Identification and quantification of emerging global energy trends, analysing the impacts of energy policies and new technologies on energy markets. • Modelling of the impact of renewable energy (solar, wind and geothermal energy) on oil, gas, coal and electricity markets, and modelling of investment decisions. Analysis of renewable energy technology costs and potentials. • Assessing the impact of climate change on the global energy system, and options for adaptation. • Key input… Show more • Identification and quantification of emerging global energy trends, analysing the impacts of energy policies and new technologies on energy markets. • Modelling of the impact of renewable energy (solar, wind and geothermal energy) on oil, gas, coal and electricity markets, and modelling of investment decisions. Analysis of renewable energy technology costs and potentials. • Assessing the impact of climate change on the global energy system, and options for adaptation. • Key input to EU policy documents on energy and climate. • Publisher of several academic papers in peer-reviewed journals, and keynote speaker at international conferences. Show less

• Global and regional oil market forecasts, principal oil demand and transport analyst. Identifying the potential for electric vehicles and fuel efficiency to reduce oil demand. Forecasting global LNG trade to identify LNG terminal build. Conducting country-focus analyses. • Co-author of the globally influential World Energy Outlook (WEO), the IEA's flagship publication. Medium and long-term global energy supply and demand forecasts, investment requirements and climate change… Show more • Global and regional oil market forecasts, principal oil demand and transport analyst. Identifying the potential for electric vehicles and fuel efficiency to reduce oil demand. Forecasting global LNG trade to identify LNG terminal build. Conducting country-focus analyses. • Co-author of the globally influential World Energy Outlook (WEO), the IEA's flagship publication. Medium and long-term global energy supply and demand forecasts, investment requirements and climate change scenarios.• Giving presentations and keynote speeches at international events. Show less