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Oz Blog News Commentary
MacroBusiness Friday, January 30, 2026 - 00:01 Source

Australia’s energy demand will soar over the coming decades due to a combination of rapid population growth, the mass build-out of data centres, and the likely need for a fleet of energy-hungry water desalination plants. The latest projections from the Centre for Population, released this month, show that the nation’s population will balloon by 13.4

The post Australia needs stable baseload power appeared first on MacroBusiness.

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George Monbiot Thursday, January 29, 2026 - 19:15 Source

Even the intelligence services are gagged by the government when they try to tell the truth about our planetary crisis.

By George Monbiot, published in the Guardian  27th January 2026

I know it’s almost impossible to turn your eyes away from the Trump show, but that’s the point. His antics, ever-grosser and more preposterous, are designed to keep him in our minds, to crowd out other issues. His insatiable craving for attention is a global-threat multiplier. You can’t help wondering whether there’s anything he wouldn’t do to dominate the headlines.

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Renew Economy Thursday, January 29, 2026 - 18:17 Source

clarke creek wind farm squadron queensland cattleVery close to 100% renewable electricity is feasible for Australia’s main grid at reasonable cost using just several hours of storage. Four years of data proves this is so.

The post Near 100 pct renewable electricity for Australia’s main grid is achievable and affordable: Year 4 update appeared first on Renew Economy.

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MacroBusiness Thursday, January 29, 2026 - 17:00 Source

Asian share markets are generally higher as all risk markets look on with hesitation around the seemingly inevitable Iran/US war as both oil and gold prices blowout. This is keeping the Australian dollar on a tear as it barrels in on the 71 handle while other undollars took a breather overnight after a wide dumping

The post Macro Afternoon appeared first on MacroBusiness.

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Renew Economy Thursday, January 29, 2026 - 16:22 Source

 Neoen.The surge in big battery projects is displacing c

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Renew Economy Thursday, January 29, 2026 - 15:36 Source

State owned CleanCo has nixed an option to buy a 360 MW wind project, saying it doesn't fit with its new remit. Instead, it has signed up to a small 10-year-old wind farm.

The post Queensland utility dumps plans to buy new wind project, signs PPA with small, 10-year-old wind farm instead appeared first on Renew Economy.

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MacroBusiness Thursday, January 29, 2026 - 14:50 Source

To the rescue! A Bloomberg Intelligence gauge of Chinese developer stocks jumped as much as 8.1% Thursday, the most since July. Among the top gainers was Sunac China Holdings Ltd., which surged 28% at one point in Hong Kong. Country Garden Holdings Co. also added nearly 22%. This followed a report by Beijing News late Wednesday

The post China relaxes “three red lines” for property appeared first on MacroBusiness.

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MacroBusiness Thursday, January 29, 2026 - 13:30 Source

Charts from TME. All-time highs again, with nowhere to go as volatility climbs on safe haven bids. Skew climbing with tail risks. Long gamma a big headwind as, “gs futures strats calculate $6bn of long gamma at spot, which increases to $12bn long gamma +100bps higher… in english, a 100bps rally in spx cash creates supply

The post Stocks bombed in Iran? appeared first on MacroBusiness.

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MacroBusiness Thursday, January 29, 2026 - 13:00 Source

Chris Joye, a portfolio manager with Coolabah Capital, recently wrote an article in the Australian Financial Review arguing that the expansion of government spending was placing upward pressure on inflation and, by extension, interest rates. “At the federal level, the annualised monthly trend budget deficit has deteriorated rapidly from $12 billion in December 2024 to

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MacroBusiness Thursday, January 29, 2026 - 12:30 Source

More evidence today of China’s Great Depression. The PBoC January survey is a doozy. Goldman adjusts these figures seasonally. Loan approval: 53.4 in Q4 2025 compared to 53.8 in Q3 2025; loan demand: 56.1 in Q4 2025 versus 57.7 in Q3 2025 Sentiment toward monetary policy for the upcoming quarter: 71.5 in Q4 2025 compared

The post Roll up for China’s amazing invisible depression! appeared first on MacroBusiness.

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MacroBusiness Thursday, January 29, 2026 - 12:05 Source

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, is joined by David Llewelyn-Smith of MacroBusiness to examine the latest slide in the U.S. dollar—unpacking whether this is just a short-term pullback or an early sign the broader USD tide is turning, and what a sustained shift could mean for global markets and

Read more Views: 34
MacroBusiness Thursday, January 29, 2026 - 12:00 Source

By Stephen Saunders Anthony Albanese’s responses to Bondi hew to a script. Unpopular mass migration must continue—at any cost. Citizens must be socially “cohesive”—or else we’re racist.   Less than 24 hours after Bondi’s studied sectarian slaughter—a ghastly new “landmark” for Australia—Prime Minister Anthony Albanese and his press gallery chooks had already agreed to a

The post Albanese remains an immigration radical appeared first on MacroBusiness.

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Renew Economy Thursday, January 29, 2026 - 11:52 Source

Leadership resides in what is learned when ambition meets complexity, when syste

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MacroBusiness Thursday, January 29, 2026 - 11:30 Source

A previously undisclosed $57 billion deterioration in the federal budget outlook has emerged since the election, driven mainly by higher long‑term spending under the Albanese government. The blowout means the budget is no longer expected to return to surplus within the next decade. Analysis by the office of shadow treasurer Ted O’Brien, independently verified by

Read more Views: 35
MacroBusiness Thursday, January 29, 2026 - 11:00 Source

Do we need LNG import termimals? In a common-sense world, we clearly don’t need them. We’ve got plenty of cheap gas at home. So, why are we still debating them? Gas producers in the south-east are voicing strong concerns about the plan to give the Australian Energy Market Operator the ability to underwrite new supply

The post Albo stuffs up gas again appeared first on MacroBusiness.

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Your Democracy Thursday, January 29, 2026 - 10:57 Source

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MacroBusiness Thursday, January 29, 2026 - 10:30 Source

I noted on Wednesday that Australia is facing surging energy demand driven by a combination of extreme population growth and the build-out of data centres driven by AI, cloud, and hyperscale investment. First, Australia’s population is officially projected by the Centre for Population to balloon by 13.4 million people (nearly 50%) by 2065–66, adding roughly

The post South Australia’s energy warning for the nation appeared first on MacroBusiness.

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Renew Economy Thursday, January 29, 2026 - 10:20 Source

Solar and wind offloading hits record levels, with solar farms in one state offloading 59 pct of their potential output due to local negative prices.

The post Wind and solar curtailment hits record highs, with grid solar “offloads” at staggering 59 per cent in one state appeared first on Renew Economy.

Read more Views: 32
MacroBusiness Thursday, January 29, 2026 - 10:00 Source

The ferrous jaws must close! SMM wraps it nicely. Today, iron ore futures were in the doldrums. Traders quoted actively, while steel mills purchased as needed and inquired cautiously, resulting in a slightly subdued overall trading atmosphere. This week’s SMM pig iron production survey showed that China’s average daily hot metal output reached 2.3492 million

The post Iron ore needs lower prices appeared first on MacroBusiness.

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Renew Economy Thursday, January 29, 2026 - 09:40 Source

Pollution-and-Dead-Tree-erf-auction-emissions-tree-optimised.jpgAustralia could raise $35 billion a year by putting a price on pollution and help households and businesses by sharing the revenue, a report has found.

The post “Australians are ready for this:” Households could get paid under new plan to price pollution appeared first on Renew Economy.

Read more Views: 33
Renew Economy Thursday, January 29, 2026 - 09:38 Source

Rooftop solar trees tin roof small iStock-1474075178Commentators ideologically opposed to renewables have sat in their dens in the recent heatwaves waiting for the grid to fail. It didn’t.

The post The most important power station in the nation is no longer a distant coal plant – it’s on our rooftops appeared first on Renew Economy.

Read more Views: 30
MacroBusiness Thursday, January 29, 2026 - 09:30 Source

The dark wish of every Beltway lunatic of the past fifty years is about to come true. All together now… Anarcho-imperialism marches on. President Donald Trump warned Iran to make a nuclear deal with the US or face military strikes, increasing pressure on the regime and propelling oil prices higher. Iran said it stands ready

The post Bomb, bomb, bomb. Bomb, bomb Iran appeared first on MacroBusiness.

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MacroBusiness Thursday, January 29, 2026 - 09:00 Source

Nothing much to move markets overnight except a looming war in Iran and a pause in the continued structural decline of the USD with both the Fed and Bank of Canada holding interest rates with ECB officials broadcasting a similar sentiment. A small bounceback in USD wasa not across the board however as the Australian

The post Macro Morning appeared first on MacroBusiness.

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MacroBusiness Thursday, January 29, 2026 - 08:43 Source

DXY rebounded, but the former support is still resistance. AUD didn’t care. The safe haven held. CNY supportive. JPY pulled back. Gold is a Middle Eastern missile. If oil follows… If oil follows then it will drag much of the commodity complex with it. Witness metals. Mining rocket. EM rocket. Junk rejection. As yields warm

The post Australian dollar rocket enters countdown to recession appeared first on MacroBusiness.

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MacroBusiness Thursday, January 29, 2026 - 08:00 Source

In a recent poll conducted by Ipsos for ITV News in the U.K., over 2,000 Britons were surveyed on their attitudes toward current levels of migration, among other things. What it found amongst those who had an opinion was that high migration is opposed by a majority of Britons, not only among white Britons but

The post Ethnic minority groups oppose high migration appeared first on MacroBusiness.

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Renew Economy Thursday, January 29, 2026 - 07:33 Source

Here are the top 3 battery systems to consider in Australia.

The post The top 3 battery systems to lock in before the rebate drop appeared first on Renew Economy.

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The Tally Room Thursday, January 29, 2026 - 07:00 Source

Ben was joined by George Hasanakos from pollster DemosAU to discuss the surge in support for One Nation, which has pushed them ahead of the combined Liberal-National vote in a number of polls, as well as the split in the Liberal-National coalition. They discuss how these two trends impact on how polls are conducted.

This podcast was recorded before the publication of polls by YouGov and Essential that continued the continuing trend.

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Your Democracy Thursday, January 29, 2026 - 06:55 Source

Washington: A “massive armada” of US warships now in the Middle East is ready to strike Iran, President Donald Trump says, as he issued his most direct threat to date for the Islamic Republic to negotiate or face American military action.

Read more Views: 31
Your Democracy Thursday, January 29, 2026 - 05:56 Source

 

THE SPEECH BY MARK CARNEY IN DAVOS WAS AN EYE OPENER ON WHAT THE DECEIT OF THE WEST HAS BEEN — AND A CON-JOB ON WHAT THE FUTURE SHOULD BE... IT HAS BEEN EXTRAODINARILY WELL RECEIVED AROUND THE WESTERN COUNTRIES AS A "MEA CULPA"... IT IS FAR FROM IT.

Read more Views: 34
Your Democracy Thursday, January 29, 2026 - 05:44 Source

 

Alice Weidel, co-leader of the AfD (Alternative for Germany) party, has given a speech to which every observer of Germany should pay close attention. And not simply because of Weidel’s inherent political weight.

Read more Views: 30

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