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Renew Economy Friday, January 30, 2026 - 11:05 Source

Origin starts tapping into revenues from the first stages of the two biggest battery storage projects currently being built in Australia.

The post Origin taps into revenues from the first stages of the two biggest battery projects in Australia appeared first on Renew Economy.

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Renew Economy Friday, January 30, 2026 - 11:04 Source

The Federal government will likely end up with most of the utility-scale renewable energy developed from 2027 onwards, covering existing "gentailers" into retailers.

The post Powering data centres and smelters: A government monopoly may be the future of the NEM appeared first on Renew Economy.

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MacroBusiness Friday, January 30, 2026 - 11:00 Source

Seriously, who would want to be a tenant in Australia? Advertised rents have soared by 43% over the past five calendar years, adding nearly $10,700 to the annual cost of renting for the median household: As a result, tenant households are paying a record share of income to rent the median home: Meanwhile, competition is

The post Renters are second-class citizens appeared first on MacroBusiness.

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xkcd.com Friday, January 30, 2026 - 11:00 Source

There's also a proof without content of a conjecture without content, but it's left as an exercise for the reader.

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MacroBusiness Friday, January 30, 2026 - 10:30 Source

The February RBA meeting is a closer call than markets are pricing it for, according to Deutsche Bank. The bank notes that headline CPI increased 1.0% monthly/3.8% year over year in December, about 0.2 points higher than expected. Although year-ended slightly above consensus at 3.4% (3.35% yoy to two decimal places), key core metrics were

The post Why the RBA won’t hike rates appeared first on MacroBusiness.

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MacroBusiness Friday, January 30, 2026 - 10:00 Source

KPMG’s January 2026 outlook paints a picture of broad‑based, shortage‑driven price growth, with affordable suburbs and unit markets outperforming, and Melbourne, Brisbane, and Perth emerging as standout markets. Despite affordability challenges, Australia’s housing market is expected to remain tight, competitive, and upward‑trending through 2026. Last year recorded stronger‑than‑expected growth, with national house prices rising by

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MacroBusiness Friday, January 30, 2026 - 09:30 Source

DXY is not recapturing former support levels. This is TACO (Trump Always Chickens Out) as his “massive armada” closes in on Iran. AUD literally exploded last night: up, down and sideways. North Asia is still supportive. Can oil catch gold? Military preparations look more like surgical strikes than an all-out war, despite the rhetoric, so

The post Australian dollar explodes appeared first on MacroBusiness.

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MacroBusiness Friday, January 30, 2026 - 09:00 Source

Overnight saw Wall Street take a hit on tech stock earnings with Apple the next cab off the rank this evening. Microsoft slumped while Meta surged as Tesla stumbled, while European stocks remain hesistant as the war drums are beating in the Middle East. Oil prices continue to surge on the upcoming Iranian/US war while

The post Macro Morning appeared first on MacroBusiness.

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Your Democracy Friday, January 30, 2026 - 08:13 Source

She though I’d be a good catch.

I though we were a poor match.

She took me to a concert.

Dietrich Fischer-Dieskau sings.

Boring Lieders by Franz Schubert.

In German with piano no strings.

And none of Wagner’s Rings.

His voice was of a baritone.

Made me think of a big drone.

 

I was falling asleep.

She was in ecstasy deep.

She was nice, a good sort.

My mind was saying abort.

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MacroBusiness Friday, January 30, 2026 - 08:00 Source

For most of the history of modern economies, one of the most vital indicators for economic health was the volume and value of goods moving through a nation. To quantify this, the Cass Freight Index began producing data on this subject for the U.S. economy way back in 1955. Perhaps the most useful element of

The post Warning lights flash for U.S goods economy appeared first on MacroBusiness.

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Renew Economy Friday, January 30, 2026 - 07:00 Source

Technology is key to predicting and managing energy price volatility, according to a new white paper from GridBeyond.

The post Technology is key to predict energy price volatility says GridBeyond’s white paper appeared first on Renew Economy.

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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

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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

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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.

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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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