Market Insight: Australia Energy Transition Investment Trends

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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

Gus Brewer

Consultant

As a Consultant in the Advisory Services team, Gus has completed multiple market and product strategy engagements for ESG, EHS and energy technology providers. Prior to this, ...

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Ryan Skinner

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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