V-Con: Green Energy – a power switch for the future
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V-Con is Stockhead’s investing focused video conference series, bringing you expert insights, panel discussions and presentations from leading analysts, listed small caps and industry players.
This latest video conference focuses on the green energy sector including battery metals.
Several different forms of energy are produced from renewable sources such as solar, wind, hydropower and hydrogen and encompassed in the term green energy.
Hydrogen made from water is fast becoming a popular alternative fuel in the context of a low carbon emissions environment with government and industry backing for projects.
The term green energy is used to distinguish renewable energy sources from high carbon emitting and fossil fuels-based energy sources such as oil, gas and coal.
Also, grid strengthening technologies that enhance the operation of renewable energy sources like battery storage systems are also part of the green energy sector.
Battery storage systems are becoming more efficient and lower in cost and this is driving the uptake of renewable energy sources for industry, households and businesses.
Approximately 20 per cent of Australia’s electricity is generated from renewable energy sources that breaks down into solar, wind and hydro power.
Wind and solar power generation has been growing at an average annual rate of 15 per cent and 44 per cent, respectively, over the past 10 years.
At current growth rates, renewable energy sources will account for half of Australia’s electricity production by mid-decade.
The Australian Renewable Energy Agency (ARENA) has invested $1.6bn into 540 renewable energy projects to date to unlock $6.5bn of investment into the sector.
Sales of electric vehicles (EVs) are taking off around the world as governments in Europe, North America and Asian countries commit to phasing out petrol driven cars.
A good number of ASX companies are involved in either exploration or mining for lithium or in developing processing plants and battery anode facilities for the mineral including in Australia, Europe and North America.
A number of ASX companies are focused on developing low cost, reliable and long- range batteries for EVs made from lithium, graphite and other new battery metals.
To get a gauge on the growth prospects for the green energy industry, we hear from experts and a selection of listed companies making waves in the sector, each giving an overview of their projects and technologies, relevant market trends and future plans.
Sky News and CNBC business journalist Oriel Morrison interviews Jai Mirchandani, founder and portfolio manager of ELM Responsible Investments
ELM is a leading Melbourne based boutique investment firm focused on sustainable, long-term investments in Australia and New Zealand.
Genex Power Ltd (ASX:GNX)
Simon Kidston, executive director
Genex Power Limited is focused on developing a portfolio of renewable energy generation and storage projects across Australia.
EcoGraf Ltd (ASX:EGR)
Andrew Spinks, managing director
EcoGraf is a vertically integrated eco-friendly and HFfree battery anode material business supporting the global transition to clean energy and e-mobility.
Geoff Ward, CEO & managing director
Hazer Group is a pioneering ASX-listed technology development company undertaking the commercialisation of the HAZER® Process, a low-emission hydrogen and graphite production process.
Lithium Australia NL (ASX:LIT)
Adrian Griffin, managing director
Lithium Australia has developed a suite of processing technologies capable of transporting lithium from concentrates, and waste materials (tailings, sub-grade concentrates and spent batteries) through to cathode powders and lithium ion batteries with the minimum number of process steps and optimised carbon footprint.
Pure Hydrogen Corporation Ltd (ASX:PH2) – formerly, Real Energy Corporation
Scott Brown, managing director
Pure Hydrogen Corporation is an Australian hydrogen and gas company with a focus on the Cooper Basin, Australia’s most prolific onshore producing petroleum basin.
Verdant Technologies Ltd
Richard Poole, CEO
Verdant Technologies is a green asset and technology developer. It is developing a green hydrogen plant situated behind the grid at its Redbank Power station which it is converting to operate on waste biomass with net zero emissions.