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MacroBusiness Friday, February 27, 2026 - 11:30 Source

TME with the charts. NVDA blowout revenues were not good enough. Semiconductors are flirting with a top. Could the next AI victim be capex spend and hardware? Open AI cutting investment was a bad sign. If so, watch out for the red-hot semi-bourses in Asia. Sell semis and buy software? How big are those cojonies?

The post AI shock spreading to economic shock? appeared first on MacroBusiness.

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MacroBusiness Friday, February 27, 2026 - 11:00 Source

Victoria has legislated a target to source 95% of its electricity from renewable energy by 2035. This is one of the most ambitious renewable energy targets in Australia and globally, designed to accelerate the state’s transition away from cheap brown coal toward cleaner energy sources, such as wind and solar. The Renewable Energy (Jobs and

The post Victoria careens toward energy scarce future appeared first on MacroBusiness.

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xkcd.com Friday, February 27, 2026 - 11:00 Source

I mean, half of these are undefined. And your multiplication dots are too low; they look like decimal points.

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Renew Economy Friday, February 27, 2026 - 10:42 Source

basslinkAs early works – and a legal challenge – get underway for Marinus Link, the cost to consumers of the existing interconnector, Basslink, has been determined.

The post AER sets cost to customers of Basslink, as troubled interconnector transitions to regulated asset appeared first on Renew Economy.

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Your Democracy Friday, February 27, 2026 - 10:30 Source

The Alberta electricity company Capital Power, which is developing a large new AI data centre in the province powered by natural gas, lobbied the federal Mark Carney government dozens of times last year to eliminate clean energy regulations, DeSmog has learned.

 

Carney Allowed Gas-powered AI Data Centres After Lobbying From Alberta Energy Company

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MacroBusiness Friday, February 27, 2026 - 10:00 Source

The Grattan Institute argues that NSW could make 1 million additional homes feasible to build by copying Victoria’s planning rules that allow terraces and three‑storey apartments “as of right” across most residential zones. This would remove councils’ ability to block low‑rise infill housing that already meets clear design standards. Victoria now allows terraces, townhouses, and

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Your Democracy Friday, February 27, 2026 - 09:41 Source

Four years ago, Russia’s decision to launch a military operation in Ukraine stunned almost everyone, including supporters and critics alike. Few believed Moscow would take such a drastic step. For decades, the prevailing assumption in global politics had been that force was no longer a legitimate way to resolve disputes. When military action did occur, it was wrapped in euphemisms such as humanitarian intervention and the defense of human rights.

 

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MacroBusiness Friday, February 27, 2026 - 09:30 Source

The ferrous complex closed the jaws again yesterday. However, the first major data dump post-LNY was bad. CISA mid-February output was up but far below last year. Worse, steel inventories skyrocketed 20%  and are far above 2025. Some of this will be CNY and Two Sessions distortion, but with a weak demand outlook in H1,

The post Iron ore begins the year badly appeared first on MacroBusiness.

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MacroBusiness Friday, February 27, 2026 - 09:00 Source

The usual suspects are putting the boot in as One Nation has proposed a new royalty on Australian gas production, aiming to raise $10bn–$13bn annually by charging producers $1.70–$2 per gigajoule based on output rather than profits. Economists say that even though the party says the plan will “end the rort” on natural gas supplies,

The post One Nation’s gas policies could halve energy bills appeared first on MacroBusiness.

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The Tally Room Friday, February 27, 2026 - 09:00 Source

9:00 – The draft redistribution of Tasmania’s five federal electorates is due to be published later today. I expect it to come out before midday.

Tasmania is guaranteed five federal electorates even though its population currently only justifies the entitlement to three electorates. For this reason, Tasmania will be unaffected by any parliamentary expansion.

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Your Democracy Friday, February 27, 2026 - 08:34 Source
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MacroBusiness Friday, February 27, 2026 - 08:00 Source

When the final tally of results for the last federal election was released, it revealed that One Nation received 6.4% of the primary vote in the lower house. This result was well within the ballpark of its previous results, with an all-time peak of 8.4% of the primary vote at the 1998 election and 5.0%

The post Charting One Nation’s meteoric rise appeared first on MacroBusiness.

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Your Democracy Friday, February 27, 2026 - 07:32 Source

One Nation leader Pauline Hanson says she will push for a referendum to create a right to free speech that would make it harder for her widely condemned remarks about Muslims to fall foul of the law.

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Your Democracy Friday, February 27, 2026 - 06:55 Source

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Your Democracy Friday, February 27, 2026 - 05:44 Source

 

Cuba’s Interior Ministry has released new findings from its investigation into the deadly gunfight between Cuban border guards and a US‑flagged speedboat, saying the vessel was carrying ten armed men who allegedly intended to execute a “terrorist infiltration.”

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MacroBusiness Friday, February 27, 2026 - 00:01 Source

The Department of Climate Change, Energy, the Environment and Water (DCCEEW) has released its National Greenhouse Gas Inventory for the September quarter of 2025. It shows that overall greenhouse gas emissions declined by 1.9% over the year to September 30, 2025: As illustrated above, Australia’s total greenhouse gas emissions are tracking at the same level

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Renew Economy Thursday, February 26, 2026 - 22:56 Source

Preliminary works kick off at SEC-owned wind farm in a Latrobe Valley pine plantation, including the installation of five 130,000 litre firefighting water tanks.

The post Works begin at state-owned, forest-based wind farm – starting with five firefighting water tanks appeared first on Renew Economy.

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Renew Economy Thursday, February 26, 2026 - 21:26 Source

 Someva Renewables.Community division and whale migration were among the concerns raised by long-distance objectors to the very much onshore Dinawan and Bullawah wind farms.

The post Long-distance objectors and whale worries send another two wind farms into state planning purgatory appeared first on Renew Economy.

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Renew Economy Thursday, February 26, 2026 - 21:08 Source

International Energy Agency executive director Fatih Birol at COP26 in Glasgow.</body></html>

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Renew Economy Thursday, February 26, 2026 - 21:07 Source

Fresh call emerges for mandatory disclosure of energy efficiency ratings for all homes at point of sale or lease, to give buyers and renters an idea of what their cooling and heating bills might look like.

The post Pressure mounts for mandatory disclosure of home energy efficiency ratings appeared first on Renew Economy.

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Your Democracy Thursday, February 26, 2026 - 20:25 Source

Anyone naive enough to believe that the United States wants to establish democracy in Iran should look into the current maneuvers of the United States to sabotage democracy in Iraq.

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Renew Economy Thursday, February 26, 2026 - 17:14 Source

tuvaluFiji and Tuvalu will host key meetings ahead of the 2026 COP31 summit, bringing the world's attention to a region on the frontline of climate change.

The post Climate threatened island nation to host pre-COP leaders meeting appeared first on Renew Economy.

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Renew Economy Thursday, February 26, 2026 - 14:32 Source

Goyder South wind farmPlans for the first two stages of a major wind, solar and battery precinct being developed by Neoen have been given federal envrionmental approval.

The post Wind plans for huge South Australia renewables precinct get federal green light appeared first on Renew Economy.

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Renew Economy Thursday, February 26, 2026 - 14:23 Source

Waratah Super Battery.The last 12 months reinforce big batteries as a central part of the NEM’s operating fabric – but the drivers of value are changing, and small batteries are joining the chat.

The post As big batteries eat further into fossil generator lunch, home batteries are shaping up to eat the market’s dinner appeared first on Renew Economy.

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Renew Economy Thursday, February 26, 2026 - 13:52 Source

Industry warned to keep home battery installations standards high, with demand expected to ramp up even further ahead of May 2026 changes to the federal rebate.

The post “Do it once, do it well:” Home battery installers warned not to cut corners as demand notches up appeared first on Renew Economy.

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MacroBusiness Thursday, February 26, 2026 - 13:00 Source

The Real Estate Institute of Australia (REIA) has attacked the proposed reduction in the capital gains tax (CGT) discount, arguing that: Reducing the CGT discount (from 50% to 25%) would push landlords to raise rents to compensate for lower after‑tax capital gains. The proposed reduction could potentially affect about 2.4 million renting households. In a

The post CGT concerns don’t stack up appeared first on MacroBusiness.

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MacroBusiness Thursday, February 26, 2026 - 12:38 Source

ABS private capex numbers are out and are impressive, if rather narrow. Future capex is expected to rise 7.3% over the next year. Growth in equipment and machinery has soared to 14.3%. Driving the lion’s share of services investment. While mining capex is expected to fall o.4%. The industry segments provide a clear picture. Data

The post Data centres, not mines, dominate Aussie investment growth appeared first on MacroBusiness.

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Your Democracy Thursday, February 26, 2026 - 12:12 Source

US President Donald Trump delivered his annual State of the Union address on Tuesday, touting increased economic output and reduced immigration numbers, and praising National Guard deployments and the US men's ice hockey team.

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Renew Economy Thursday, February 26, 2026 - 12:03 Source

 Winterbourne wind projectThe project that inspired Barnaby Joyce's "packet of poo tickets" comment has been sent for Independent after gathering a whopping 1,371 public submissions. 

The post Wind farm Barnaby loves to hate sent to IPC with 550 objections, but even more submissions in support appeared first on Renew Economy.

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MacroBusiness Thursday, February 26, 2026 - 12:00 Source

Victoria’s infrastructure program—intended to support a fast‑growing population—has been undermined by corruption and lawlessness. Productivity in the construction sector has fallen over the past decade, while costs have risen sharply. Investigations into the Victorian branch of the CFMEU uncovered systemic criminality and corruption across major construction sites, including: Violence and threats of violence. Infiltration by

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