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CEFC Annual Report 2023–24

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Leading Australia's
energy transition

Investment activity in the clean energy sector in the 2023–24 year was impacted by high interest rates, geopolitical uncertainty, disruptions to critical supply chains, and global competition for skilled labour. These factors again highlighted the important role of the CEFC in leading investment to crowd in capital and fill market gaps, including where private sector interest had slowed.

View the full Annual Report 2023–24

A message from our CEO

CEO

Steadfast commitment
to our purpose

As a specialist investor on behalf of all Australians, CEFC teams remained steadfast in the pursuit of our purpose: to catalyse investment in clean energy and to contribute to our national net zero ambitions.

The energy transition represents a seismic shift in the Australian and global economic environment, similar in scale and impact to the industrial revolution of the 19th century, the arrival of the car in the 20th century and the remarkable digital transformation of the 21st century. As with these earlier transitions, the considerable up-front investment task to achieve net zero emissions brings the very real promise of positive outcomes for our environment and our economy.

CEFC investment activity across our General Portfolio illustrates these opportunities. Since we began investing, $4 billion of CEFC capital has backed 7.6 GW in large-scale new renewable generation capacity and energy storage; we have supported $2.3 billion in discounted finance for more than 70,000 smaller-scale clean energy projects; and our natural capital portfolio, already at $400 million, is underpinning a sustainable future for our agriculture sector.

Ian Learmonth
CEO, CEFC

Leading investment to accelerate delivery of low emissions ambition

Investment snapshot 2023-24

$4.01:$1.00
Private sector
leverage
42
New and follow-on
investment commitments
$1.8b
CEFC investment commitments
$9.3b
Total transaction value

Where we invest

The CEFC Capital allocation of $30.5 billion is invested in economy-wide decarbonisation via the CEFC General Portfolio, the Rewiring the Nation Fund and four specialist investment funds: the Household Energy Upgrades Fund, the Powering Australia Technology Fund, the Advancing Hydrogen Fund and the Clean Energy Innovation Fund.

Strategic investment priorities

The CEFC is a specialist investor in Australia’s transition to net zero emissions by 2050. Our investment activities are focused on the intersection of the key drivers of emissions and the areas of strongest investment potential.

1

Decarbonise
energy

Drive cleaner, greener energy to underpin the net zero economy

Key activities

  • Transform our electricity grid
  • Significantly increase renewable energy generation
  • Build out large-scale energy storage
  • Back the renewables supply chain
2

Energy
efficiency

Transform energy and resource use to lower emissions

Key activities

  • Drive electrification and energy performance
  • Encourage fuel switching and electric vehicles
  • Back low emissions design solutions
  • Invest in low emissions supply chains
3

Natural capital,
carbon sequestration

Make better use of our land to close the emissions gap

Key activities

  • Invest in low emissions agriculture
  • Identify and promote sustainable land use solutions
  • Accelerate land‑based carbon sequestration
  • Support carbon markets, the Safeguard Mechanism and voluntary markets

Lifetime record of investing in Australia's transition to net zero emissions

$14.5b

Lifetime commitments

>350

Large-scale transactions

$3.01:$1.00

Private sector leverage

$5.2b

Capital repaid, returned

$58.4b

Total transaction value

Lifetime impact to 30 June 2024
$58.4b

Total transaction value

$14.5b

Lifetime commitments

>350

Large-scale transactions

$3.01:$1.00

Private sector leverage

$5.2b

Capital repaid, returned

Lifetime impact to 30 June 2024

Our stories

The CEFC contributed to important new investments across the Australian economy in 2023–24, in a year of considerable momentum for clean energy.

Annual Report
2023–24

Acknowledgement of Country

The CEFC acknowledges the Traditional Owners and Custodians of this land, and we pay our respects to all Elders, past and present.
We recognise their continuing connections to country, water and culture.

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