Market Insight: Australia Energy Transition Investment Trends
20 Oct, 2025
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Executive Summary
Australia’s energy transition is defined by the rapid decline of coal generation and the parallel rise of renewables, supported by large-scale investment in storage and grid upgrades. This report examines the key trends shaping Australia’s energy transition and highlights the areas poised for increased investment. It provides insights for investors, policymakers and technology providers seeking to understand the risks and opportunities arising from the rapid decline of coal, the accelerating deployment of renewables, and the critical role of storage, transmission and digital solutions in building a resilient, low-carbon power system.Australia is racing to rewire its grid for a renewable future
The Australian government is doubling down on net zero and renewable energy
Grid infrastructure is a major dilemma for the Australian energy transition
Energy security will create opportunities for solution providers
Figure 1. Australia's energy generation mix in 2024
Figure 2. Australia’s power grids
About the Authors

Gus Brewer
Industry Analyst
Gus is an Industry Analyst at Verdantix specializing in energy management and supply chain decarbonization. He delivers research that enables technology buyers, vendors and se...
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Ryan Skinner
Research Director
Ryan is a Research Director at Verdantix, where he leads a team of analysts delivering research, data and advisory services that help clients navigate the fast-evolving landsc...
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