Pre-budget LNG and diesel rebate tax reform & The Green Metal Statecraft report
About this episode
The episode discusses the recent SEC Sydney conference and highlights key topics such as fuel tax credit reform and the home battery program.
Highlights – The SEC Sydney conference Brilliant to see a full house standing room only for Minister Bowen's talk. Great to have >8000 attendees to the wider trade hall and >100 speakers over two days in up to 8 theatres concurrently. So many people pulling in the right direction, reinvigorating. Highlights – Fuel Tax Credit reform Whilst the Albanese government has ruled out FTC reform in next TUES budget, it is still a campaign CEF and our allies are working extensively on, maybe for MYEFO Dec'2026. Brilliant to see Twiggy, Chair of FMG, give a SEC keynote speech, and more than half of it was on the need for FTC reform starting in the mining sector. FMG is busy funding an ad campaign to elevate the topic and inform voters. Twiggy's slide deck was mostly leveraging my CEF colleague Matt Pollard's number crunching and work. Highlights – The Cheaper Home Batteries Program and Accelerating capital deployments Almost every presenter at the SEC conference talked about the brilliant milestone of >10GWh combined across 380,000 new home battery installs in just 10 months. April 2026 was a record high, showing how much capital and skills can be deployed at speed and scale when the policy…
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