Energy Transition Working Group We provide members with the space and strategic direction to influence government policy and regulation regarding renewable energy. The group’s goal is to help unlock policy settings that will give new renewables projects the appropriate scale and risk-return profiles for investors to confidently allocate capital. Factors will include the supply, demand and exit considerations that are impacting the transition to a zero-emissions electricity system and clean exports. The sub-group was spun out of the main policy and advocacy working group in June 2023 Chair Ian Leiblich Head of ESG, EG Contact Bethany Richards Policy Junior Analyst Email Bethany The Clean Energy Investment Landscape $52b Federal and State/Territory governments' allocation for the energy sector's transition $420b estimated private investment required to transition the National Electricity Market 6GW additional capacity required annually until 2035* *based on the least-cost national emissions pathway. Global Competition for Capital Our members are struggling to find Australian projects that meet the scale and risk-return profiles available in other markets. To help Australia become a more investable market we provide our members with a clear understanding of renewable energy supply-side opportunities across Federal and State/Territory jurisdictions. A Just Transition As we decarbonise our energy system, Australia has the opportunity to provide security for portfolios, communities and companies. This includes understanding Australia’s exposure, via the fossil fuel export industry, to global emissions-reduction efforts, and assisting emissions-intensive regions to diversify their economies. Our Areas of Focus Supply Investment opportunities may involve developing and integrating renewables into a dynamic grid and a coordinated approach to commissioning generators and batteries during the shift away from traditional constant supply. Demand Providing investors with ways to support efficient energy use, renewable energy certificates, and household energy upgrades. Exit Supporting a transition away from fossil fuels while maintaining energy supply and minimising transition risks in domestic electricity systems and global exports. Latest Energy Transition News, Resources, and Events Submission: Improving productivity via meeting adaptation and mitigation objectives 12 June 2025 There will be a cost to meeting carbon targets, but this will be significantly lower than the cost of inaction towards a net-zero, resilient economy. AustraliaDecarbonising the EconomyEnergy Transition Working GroupPolicy & AdvocacyPolicy & Advocacy Working Group Submission: Australian Energy Market Operator FY26 corporate plan 3 June 2025 AEMO’s role appears to be growing beyond being market operator to become a de-facto advisor on the energy transition. With increased responsibilities comes the need for alignment with good governance principles. This submission focuses on what good governance principles businesses and investors need from entities responsible for delivering decarbonisation objectives AustraliaDecarbonising the EconomyEnergyEnergy Transition Working GroupPolicy & AdvocacyPolicy & Advocacy Working Group 🎧 Listen — Bidding Blind: The Hidden Threat to Australia’s Clean Energy Transition 6 May 2025 Why battery economics are under threat—and what needs to change. AustraliaEnergyEnergy Transition Working GroupPolicy & Advocacy Submission: Accelerating the direction of travel VIC 5-year climate strategy 15 April 2025 IGCC commends the Victorian Government on its leading approach to climate policy, which promotes an orderly transition to net zero. AustraliaDecarbonising the EconomyEnergy Transition Working GroupPolicy & AdvocacyPolicy & Advocacy Working Group Report: State of Net Zero Investment Australia 2025 Report | Investor Group on Climate Change | 3 April 2025 IGCC’s State of Net Zero report is Australia’s most comprehensive and rigorous analysis of investors’ climate progress. This year’s findings show that Australia’s institutional investors remain firmly attuned to the risks and opportunities of climate change – and how they align with their fiduciary responsibilities.Download AustraliaClimate Solutions & TechCorporate EngagementCorporate Engagement Working GroupDecarbonising the EconomyEnergyEnergy Transition Working GroupGovernance & DisclosureInvestor Agenda and ICAPsInvestor Group on Climate ChangeInvestor PracticeInvestor Practice Working GroupJust TransitionPhysical Risk, Adaptation & ResiliencePolicy & AdvocacyPolicy & Advocacy Working GroupPrivate: Physical Risk & Resilience