Shaun Chau, Michael Robinson, Aidan Farmer

The 2026 Integrated System Plan is admirably precise about where the grid should arrive, and quiet on whether it can get there. On its own figures, it cannot. The Australian Energy Market Operator published the final 2026 Integrated System Plan on 24…

At Smart Energy Conference 2026 last week, Cyan Ventures' Michael Robinson delivered a keynote on the financing challenge sitting underneath Australia's circular materials transition. The argument was straightforward. Australia is investing hundreds of billions in renewable infrastructure. Most of the materials value…