NEWS & INSIGHTS
Environmental investing insights, market analysis, and policy commentary from the EnviroInvest team.
A Budget Full of Announcements. But On the Environment It Missed the Point.
The 2026-27 Federal Budget contained major policy announcements, but from an environmental investing perspective it largely prioritised short term politics over long term opportunity.
Batteries Are Rewriting Australia’s Electricity Market
AEMO’s latest Quarterly Energy Dynamics report shows batteries, renewables and rooftop solar are reshaping Australia’s electricity market and lowering prices.
Proposed Gas Tax: Policy, Politics and the Bigger Picture for Investors
Australia considers a gas windfall tax amid a global energy shock. We unpack the proposal, reactions, and what it means for investors and the energy transition.
Capral’s Electric Moment: Why Industrial Decarbonisation is the Next Frontier
Capral’s electric furnace shows industrial decarbonisation is accelerating, backed by ARENA and creating new investment opportunities beyond renewables.
Taxing Gas In A Time Of Crisis
Rising oil and gas prices are driving windfall tax debates. We assess short term policy responses, long term energy transition impacts, and what it means for investors.
Climate Disinformation: The Cost of Getting It Wrong
Australia’s Senate inquiry into climate disinformation reveals how misinformation distorts markets, delays investment and creates opportunity gaps for informed investors.