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MacroBusiness
Tuesday, December 23, 2025 - 13:00
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Quick disclaimer. I run ethical funds. We let clients add or subtract ethical (and investment) themes from all our portfolios. But I’ve never been a fan of the industry. Seven years ago, I argued that the booming industry of ESG (Environmental, Social, and Governance) ratings was more akin to marketing magic than investment medicine. At the The post Snake Oil 2.0: Why the ESG is its own worst enemy appeared first on MacroBusiness. |
Renew Economy
Tuesday, December 23, 2025 - 12:59
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The post “This has to change:” Flurry of late orders breaks wind drought and gives global turbine giants hope for 2026 appeared first on Renew Economy. |
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Renew Economy
Tuesday, December 23, 2025 - 12:58
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The post Modelling spot prices in a post-coal grid, when big batteries will become the price setters appeared first on Renew Economy. |
Traditional Owners accuse huge NT solar and battery project of “worst consultation you can think of”
The post Traditional Owners accuse huge NT solar and battery project of “worst consultation you can think of” appeared first on Renew Economy. |
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Renew Economy
Tuesday, December 23, 2025 - 12:31
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The post Energy Insiders Podcast: Is the wind drought over? appeared first on Renew Economy. |
MacroBusiness
Tuesday, December 23, 2025 - 12:00
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Dwelling values in Sydney and Melbourne have begun to fall. According to Cotality’s dwelling values index, home prices in Sydney and Melbourne have declined by 0.1% so far in December (i.e., to 22 December 2025). By contrast, dwelling values in Brisbane (1.1%), Perth (1.4%), and Adelaide (1.2%) have risen strongly so far in December. The The post Why Sydney and Melbourne house prices have fallen appeared first on MacroBusiness. |
SEC steps in to rescue another stalled project, an Australian-first wind farm overlooking coal ruins
The post SEC steps in to rescue another stalled project, an Australian-first wind farm overlooking coal ruins appeared first on Renew Economy. |
Your Democracy
Tuesday, December 23, 2025 - 11:48
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Compare Robodebt victims’ compo to the quantum of Scott Morrison’s publicly funded legal fees. It’s shameful, reports Rex Patrick. He knew! Scott Morrison was the minister who took Robodebt to Cabinet for approval.
And the biggest compo payout for Robodebt victims is … Scott Morrison! by Rex Patrick
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Renew Economy
Tuesday, December 23, 2025 - 11:47
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The post Leading battery storage developer says Australia will likely reach its 82 pct renewables target …. in 2034 appeared first on Renew Economy. |
MacroBusiness
Tuesday, December 23, 2025 - 11:30
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Since the horrific ISIS terrorist attack at Bondi, the issue of social cohesion has dominated commentary in the media and among various politicians. On Saturday, Independent Federal MP Allegra Spender put out a press release calling for a cabinet-level minister for Social Cohesion and tougher laws to crack down on hate speech. Meanwhile, in New The post Australia, Albo and social cohesion appeared first on MacroBusiness. |
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Your Democracy
Tuesday, December 23, 2025 - 11:03
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MacroBusiness
Tuesday, December 23, 2025 - 11:00
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The state of Victoria already has the highest debt load and the nation’s poorest credit rating. Victorians also pay the highest taxes in the nation. The Allan Government last week unveiled a suite of new ‘value capture’ taxes and levies on developers, landowners, and car‑park operators to help fund the Suburban Rail Loop East (SRL The post Victoria braces for credit rating downgrade appeared first on MacroBusiness. |
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MacroBusiness
Tuesday, December 23, 2025 - 10:30
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In the long history of financial markets, there have been all manner of hot assets; in the Netherlands in the 1630s, it was tulip bulbs, in the 1720s Britain, it was shares in the South Sea Company, and today the hottest asset on the market is anything to do with AI. In the United States, The post Macquarie rings the bell on data centres appeared first on MacroBusiness. |
MacroBusiness
Tuesday, December 23, 2025 - 10:00
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In the early 2010s, the federal Labor government made the ill-fated decision to allow liquefied natural gas (LNG) exports from Queensland without requiring gas companies to first supply Australians. Gary Grey, the then-Federal Resources Minister under the Gillard/Rudd Labor governments, claimed that domestic gas reservation would cause uncertainty and discourage investment, placing the government against |
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MacroBusiness
Tuesday, December 23, 2025 - 09:00
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Wall Street and other risk markets are drifting into holiday mode which means not a lot of selling and small gains here and there although silver and gold are making record highs while the USD is getting sold down the river. Defense stocks helped Wall Street overnight while Yen stabilised somewhat after a big move The post Macro Morning appeared first on MacroBusiness. |
MacroBusiness
Tuesday, December 23, 2025 - 08:00
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Justin Fabo from Antipodean Macro posted the following chart showing that Australians are paying some of the highest mortgage rates in the developed world. Following three 25 bp rate cuts from the Reserve Bank of Australia (RBA), the weighted-average interest rate on outstanding housing loans in Australia has declined by 69 bps from the peak The post Australians to pay world’s highest interest rates appeared first on MacroBusiness. |
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MacroBusiness
Tuesday, December 23, 2025 - 07:00
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From the Market Ear: Waiting SPX remains stuck inside the range that has been in place since mid-September. We aren’t getting too excited until we break out, either way. Also stuck NASDAQ continues trading the boring range that has been in place for months. Short term range support: 25000, resistance 26000. Big range support: 24000, |
Your Democracy
Tuesday, December 23, 2025 - 06:50
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As the war in Ukraine drags far into its third year, the ranks of the Russian army are increasingly filled with older fighters, according to a new report from Verstka [VOXEUROP: A ("RUSSIAN") DISINFORMATION CHANNEL IN EUROPE DESIGNED TO UNDERMINE PUTIN AND RUSSIA, THUS THE INFORMATION IN THIS FIRST ARTICLE OF THIS POST IS FALSE. MOST MEDIA ARE ACTUALLY MENTIONING THE OPPOSITE: THE UKRAINIANS ARE RECRUITING MEN OVER 65...].
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MacroBusiness
Tuesday, December 23, 2025 - 00:05
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Alex Joiner from IFM Investors published the following chart on Twitter (X) last week, showing the explosive growth in Australia’s net overseas migration (NOM), particularly since the end of the Covid-19 pandemic. Joiner noted that as of Q4 2000, it had taken 12 years of NOM to add 1,000,000 people to the population. As of The post To fix housing, Australia should simply copy Canada appeared first on MacroBusiness. |
Renew Economy
Monday, December 22, 2025 - 20:30
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The post World’s largest grid battery has been completed – in the oil capital of the world appeared first on Renew Economy. |
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George Monbiot
Monday, December 22, 2025 - 18:11
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The absolute madness of the proposed new food rules. By George Monbiot, published in the Guardian 20th December 2025 Most of what you eat is sausages. I mean, if we’re going to get literal about it. Sausage derives from the Latin salsicus, which means “seasoned with salt”. You might think of a sausage as a simple thing, but on this reading it is everything and nothing, a Borgesian meta-concept that retreats as you approach it. |
MacroBusiness
Monday, December 22, 2025 - 17:00
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A sea of green across Asian share markets as we head into the low volume Christmas period with a solid finish on Wall Street on Friday night flowing through to the regions risk markets overall. The Australian dollar is bouncing back on a slightly weaker USD with a breakout above the 66 cent level. Oil The post Macro Afternoon appeared first on MacroBusiness. |
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Club Troppo
Monday, December 22, 2025 - 16:59
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The first of what may be quite a few articles I reproduce here which I wrote for The Mandarin from around 2016 to 2020 or thereabouts (The Mandarin has put the articles I wrote for them behind its paywall so … Continue reading → |
Your Democracy
Monday, December 22, 2025 - 16:24
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French President Emmanuel Macron “betrayed” Friedrich Merz by failing to back the German chancellor’s push to steal Russian assets frozen in the EU to fund Ukraine, the Financial Times has claimed. Earlier this week, EU leaders failed to agree on the European Commission’s controversial proposal to use Russia's immobilized central bank funds to finance Kiev’s military and economy. |
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Club Troppo
Monday, December 22, 2025 - 16:04
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Why did it happen? I think that the combination of four factors (listed below) was close to a sufficient cause. Sufficient at least to make a terrorist attack highly likely. And they are also arguably necessary. I think if you … Continue reading → |
Renew Economy
Monday, December 22, 2025 - 14:20
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The post Fossil gas exporters forced to give Australia “first rights” at reasonable prices – for new contracts only appeared first on Renew Economy. |
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Renew Economy
Monday, December 22, 2025 - 13:30
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The post Flow Power reaches financial close on its first stand-alone big battery, in Victorian coal country appeared first on Renew Economy. |
Your Democracy
Monday, December 22, 2025 - 13:28
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IS DONALD TRUMP DOING HIS BIT AND TRYING TO PREVENT GLOBAL WARMING BY PREVENTING RUSSIA AND VENEZUELA TO SELL THEIR OIL? ONE WOULD HAVE TO BE SARCASTIC TO SUGGEST THIS CAPER, AS DONALD WANTS HE AND HIS MATES (SAUDIS, ETC) TO HAVE EXCLUSIVE PETRODOLLAR RIGHTS ON THIS WARMING PLANET — A WARMING DUE TO THE HUMAN USAGE OF FOSSIL FUELS...................
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Renew Economy
Monday, December 22, 2025 - 13:07
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The post Snowy could emerge as the fairy godmother in race for contracts and capital to replace ageing coal clunkers appeared first on Renew Economy. |
MacroBusiness
Monday, December 22, 2025 - 13:00
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New Zealand house prices continue to fall. The REINZ House Price Index fell 0.3% over the past two months (seasonally adjusted), with economists describing the result as “renewed weakness” after a brief stabilisation earlier in the year. Compared to May, house prices are down by more than 1.2%. Home sales were weak in November, declining The post New Zealand’s biggest house price crash in modern history appeared first on MacroBusiness. |
A flurry of late orders has broken the wind investment drought in Australia, with global wind giants hoping for a further rebound in 2026 to help meet renewable targets.
Electricity prices can be kept near today’s levels in a post-coal National Electricity Market, but need a system where batteries become the dominant price-forming technology.
A legal move to extinguish any native claims over land proposed to host the giant Wak Wak solar project has angered Traditional Owners. 
We discuss some of the major events of the past year - the dominance of batteries, the emergence of solar-battery hybrids, the hassles for wind and transmission, and the conundrum of EVs.
SEC to build state's first publicly owned wind farm, that will be the first to be built in a pine plantation and the first to overlook a former coal plant and mine.
One of Australia's leading battery storage developers says Australia will likely not reach 82 per cent renewables until 2034.
The world's biggest battery energy storage system – a 7.8 gigawatt-hour behemoth – has been completed in Saudi Arabia, and will now start the process of powering up.
Australia will keep more of its gas for the domestic market under a national reservation scheme unveiled by the federal government.
Australia renewables gentailer reaches financial close on its first "battery only" project – and its largest project of any sort, to date – in Victoria’s Latrobe Valley.
Queensland's decision to say no to renewables is bad news for some. But in NSW, it could help Snowy emerge to save the transition away from coal.