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MacroBusiness
Wednesday, January 21, 2026 - 10:30
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Human beings! So vulnerable, venal and corrupt. It’s almost amusing from a high altitude. Yet on the ground, it is closer to maddening. The country’s largest coal power station will run for almost two years longer than planned after owner Origin Energy said an extension was needed to keep the grid secure amid a slower The post More taxpayer coal for the transition from coal appeared first on MacroBusiness. |
MacroBusiness
Wednesday, January 21, 2026 - 10:00
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Charts from TME. Penty of room for a healthy correction. Not so healthy for tech. Iiiieeeeehhhwww. Volaltity structure more bearish but not crazy by any means. There’s no rush for protection. But perhaps there should be. Err, there definitely should be. This chart is a doozy. When everybody is bullish… Be bearish. Especially as markets The post Stocks crash without cash appeared first on MacroBusiness. |
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MacroBusiness
Wednesday, January 21, 2026 - 09:30
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The ferrous jaws have eased, but nowhere near enough. The news is amusing for bears. BHP Group’s iron ore discounts following Chinese pressure are “optical, temporary and economically bounded” and don’t reflect a decline in the mining giant’s pricing power, according to RBC Capital Markets. The world’s largest mining company is deliberately absorbing the discounts The post Iron ore dumps as China breaks BHP appeared first on MacroBusiness. |
MacroBusiness
Wednesday, January 21, 2026 - 09:00
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Wall Street came back from its long weekend holiday and sold off immediately in response to the EU revokation of the previous Trump-induced 2025 trade deal as the fallout from the shambles over Greenland hit all risk markets. Treasury yields spiked as European bondholders started selling off US bonds, with the 10 year up near The post Macro Morning appeared first on MacroBusiness. |
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Your Democracy
Wednesday, January 21, 2026 - 08:47
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UAE, Belarus, Bahrain join Trump's Board of Peace alongside US rivals China, RussiaNorway was invited to serve on the board as well, but refused the offer. The Norwegian Foreign Ministry did not provide an immediate explanation. The United Arab Emirates and Belarus accepted the invitation to join US President Donald Trump's "Board of Peace" on Tuesday. |
Renew Economy
Wednesday, January 21, 2026 - 07:36
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The post Solar accounts for three-fifths of US electricity demand growth in 2025, despite Trump’s best efforts appeared first on Renew Economy. |
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Your Democracy
Wednesday, January 21, 2026 - 07:36
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Demand for survival supplies and long-lasting food products has soared in Greenland’s capital city of Nuuk, CNN reported on Monday, citing local retailers. The surge comes amid growing concerns over possible US interference on the Arctic island. |
Your Democracy
Wednesday, January 21, 2026 - 06:55
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Global ice is melting fast, with major sea level rise and extreme heat locked in unless emissions fall sharply. The window to act is closing. |
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MacroBusiness
Wednesday, January 21, 2026 - 06:44
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Mea culpa! DXY is not enjoying new Trump tariffs, while EUR is. Greenland TACO, anyone? AUD is a golden safe haven. Donald Dump has turned China from univestable to investment essential. Gold, gold, gold for Australia! AI metals smashed. Big miners are trying to outrun the iron ore black hole. Good luck with that. EM The post Australian dollar turns golden fortress appeared first on MacroBusiness. |
MacroBusiness
Wednesday, January 21, 2026 - 00:05
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Australia’s November CPI release from the Australian Bureau of Statistics (ABS) reported that housing inflation rose by 5.2% over the year to November 2025. This made housing the single largest contributor to annual inflation in that release. The following chart from Justin Fabo at Antipodean Macro illustrates the quarterly acceleration in housing inflation, which has The post Aussie housing inflation accelerates appeared first on MacroBusiness. |
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Renew Economy
Tuesday, January 20, 2026 - 21:42
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The post Remote gold mine sources 88 pct of its power needs in last quarter from wind, solar and battery appeared first on Renew Economy. |
MacroBusiness
Tuesday, January 20, 2026 - 16:00
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Wall Street futures fell sharply alongside the USD (and Bitcoin) while gold and undollars rose on the weekend tariff orders from the Trump regime, with the Europeans playing hardball. Asian share markets are all in the red given the risk off mood with the latest Chinese economic figures (and more importantly – population figures – The post Macro Afternoon appeared first on MacroBusiness. |
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Your Democracy
Tuesday, January 20, 2026 - 15:18
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Denmark has sent additional troops to Greenland after US President Donald Trump threatened European countries with tariffs unless he is allowed to purchase the self-governing Arctic island. Trump has long sought to acquire Greenland from Denmark, citing national security concerns and the need to deter the influence of Russia and China in the region. European NATO members have rallied in support of Copenhagen, which has rejected Trump’s offer.
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Renew Economy
Tuesday, January 20, 2026 - 14:37
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The post SwitchedOn podcast: Why energy companies should be forced to act in their customers’ best interests appeared first on Renew Economy. |
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Renew Economy
Tuesday, January 20, 2026 - 13:29
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The post Gladstone attracts another solar battery hybrid, with $2 billion project that would be Australia’s biggest appeared first on Renew Economy. |
Renew Economy
Tuesday, January 20, 2026 - 13:16
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The post New Queensland big battery now fully operational five months ahead of schedule appeared first on Renew Economy. |
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MacroBusiness
Tuesday, January 20, 2026 - 13:00
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Goldman has an AI tracker series to add to the data mix. Adoption is accelerating fast for enterprises. White collar firms are leading the way. SMEs are not being left behind. AI is creating some jobs. Straya is an early adopter. More of a headwind to hiring rather than outright job losses so far. The The post How is AI impacting jobs? appeared first on MacroBusiness. |
MacroBusiness
Tuesday, January 20, 2026 - 12:30
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Stocks are at their ATH but are crumbling. Charts from TME. NDX breaks the wedge. Everybody bullish. More. Vol stirring. More. Instos all-in. Robots all in. CTAs all-in. Everybody on one side of the ship… The post The bear in there appeared first on MacroBusiness. |
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MacroBusiness
Tuesday, January 20, 2026 - 12:00
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The latest Newspoll revealed the enormity of the seismic shifts occurring in the tectonic plates that underpin federal politics. One Nation is now outpolling the Coalition on primary vote, 22% to 21%. For a Coalition already reeling from the lowest number of lower house seats in its history, this is a clear signal that the The post One Nation is now the federal opposition appeared first on MacroBusiness. |
Your Democracy
Tuesday, January 20, 2026 - 11:56
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Western European leaders are exchanging messages in a group chat to coordinate a response to US President Donald Trump’s “wild” foreign policy, Politico reported on Monday, citing people familiar with the matter. Dubbed the ‘Washington Group’, the chat reportedly includes leaders from the UK, France, Germany, Italy, Finland, and the EU. |
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MacroBusiness
Tuesday, January 20, 2026 - 11:30
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This about sums it up. Equally, what’s with the Danes. Danish officials have decided not to attend the World Economic Forum in Davos this week amid an intensifying dispute over Greenland that’s shaking transatlantic relations. “Danish government representatives were invited this year, and any decisions on attendance are a matter for the government concerned,” the The post Greenland is no hill to die on appeared first on MacroBusiness. |
MacroBusiness
Tuesday, January 20, 2026 - 11:00
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In the years since the onset of the pandemic, the cost of American housing has risen to its highest level ever relative to incomes, significantly exceeding even the peak of affordability concerns during the previous U.S. housing bubble. As a result of higher prices and significantly higher interest rates than previously, housing turnover has dropped The post Trump backs super for housing appeared first on MacroBusiness. |
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MacroBusiness
Tuesday, January 20, 2026 - 10:30
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Iron ore prices came off again yesterday, but the jaws remain wide. We should be at $90 in a rational market. CISA data for the first ten days of the year was 1.997mt which is mediocre but OK. What is worse is that steel inventories at CISA mills are 20% above last year’s levels and The post Iron ore begins year with a whimper appeared first on MacroBusiness. |
MacroBusiness
Tuesday, January 20, 2026 - 10:00
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When the Albanese government was returned to power at the May 2025 federal election, it achieved the strongest result for a first-term government returning to the ballot box since at least World War 2. Since the Second World War, Australia’s first-term governments had always lost seats in their first return to face the electorate, losing The post The growing threat of the Albanese ascendancy appeared first on MacroBusiness. |
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MacroBusiness
Tuesday, January 20, 2026 - 09:30
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You could be forgiven for concluding that the Michael Pettis moment has arrived in China. It has stopped building. The investment in fixed assets is currently experiencing an unprecedented decline. Food, transport and energy are the only positives. Sure, China cooked the books to meet its 5% GDP target, but the GDP deflator is severely The post China has stopped building appeared first on MacroBusiness. |
Renew Economy
Tuesday, January 20, 2026 - 09:30
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The post Origin to keep Australia’s biggest coal generator open for another two years as buyers’ strike seals the deal appeared first on Renew Economy. |
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Your Democracy
Tuesday, January 20, 2026 - 09:27
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Across the West, economic dislocation and demographic change have triggered a demand for strong leaders. This surge of populism is more than an emotional backlash; it encourages a political structure that threatens liberal democracy. While populism accepts principles of popular sovereignty and majoritarianism, it is skeptical about constitutionalism and liberal protections for individuals. |
MacroBusiness
Tuesday, January 20, 2026 - 09:00
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With Wall Street closed for a long weekend holiday most risk markets sold off overnight as the blackmail threats on Europe from the Trump regime with counter threats of tearing up the Trump-induced 2025 trade deal heightened concerns of a wider transatlantic trade war. European shares slumped while the USD fell back after firming on The post Macro Morning appeared first on MacroBusiness. |
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Your Democracy
Tuesday, January 20, 2026 - 08:57
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Sen. Elizabeth Warren (D-Mass.) warned Democrats on Monday against moderating their economic agenda to cater to the demands of wealthy donors ahead of the 2026 and 2028 election cycles. |
MacroBusiness
Tuesday, January 20, 2026 - 08:30
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There’s nothing quite like the spectacle of the most hated group of people in Australia banning hate! Politicians! Anthony Albanese’s bill to combat antisemitism will pass parliament in coming days despite an 11th-hour hurdle thrown up by opposition MPs harbouring concerns over proposed new powers that would allow the government to proscribe and ban “hate groups”. Despite The post The hated proscribe hate appeared first on MacroBusiness. |
Solar growth also met all of the daytime growth in electricity demand in the US, as well as some of the growth in demand in the evenings, with the help of batteries.
One of Australia's biggest gold mines is sourcing nearly 90 per cent of its power needs from wind and solar from its off-grid hybrid power system.
Former regulator, Ron Ben-David argues that loyalty penalties, consumer confusion and endless rule-making all stem from a flawed market design that puts responsibility on households instead of energy retailers.
A new $2 billion solar and battery hybrid project has entered the federal EPBC queue, and hopes to be operational in 2031, if it can land state approvals too. .
Akaysha Energy completes its second big battery project - five months ahead of schedule - and its first with Tesla Megapack technology.
Origin confirms Eraring to be kept online until 2029 - nearly four years after its "early" closure date. The company has still not built any replacement wind and solar.
