New data shows new global wind capacity hit a third-straight record year in 2025, led by China which became the first market to add more than 100 GW in a single year.

Another Monday Message Board. Post comments on any topic. Civil discussion and no coarse language please. Side discussions and idees fixes to the sandpits, please.

Last week, I presented detailed data on how the sharp reduction in net overseas migration (NOM) in Canada, which turned negative last year, has suppressed rents. After experiencing explosive rental growth in 2022 and 2023 amid record NOM, Canada has experienced 17 consecutive monthly declines in rents: Canadian rents are now tracking at a 33-month

Chinese property is OK post-LNY but the year has started poorly. The secondary market is still awash. EV sales have dropped post-incentives. But watch this space. If there is one winner globally from the American Madman’s war, this is it. Broader car sales are similar. Consumer depression continues. Coal isn’t growing, but its sovereign value

Australia’s largest real estate group, Ray White, has issued a stern warning that proposed changes to negative gearing and the capital gains tax (CGT) discount would trigger a major shock to the rental market. Ray White managing director Dan White and chief economist Nerida Conisbee told 10,500 members that the federal government is considering reducing