Charts from TME. So far, oil is manageable. But oil volatility is through the roof. Europe does not like it. Investor enthusiasm for Europe could worsen. Ouch. EM bust. ROW equity stress is intense. Goldman reckons that, although many investors saw the news as somewhat misleading, markets recovered yesterday thanks to headlines indicating progress in
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This week, I lambasted the Australian National University’s (ANU) Jill Sheppard for stating that donations and lobbying from big business on immigration are “actually good” because they sway politicians to keep immigration high against the wishes of Australian voters, who overwhelmingly want lower immigration: I argued that Sheppard’s testimony effectively said, “Screw what voters actually want. They don’t
The ferrous market is doing its usual seasonal thing, but there is not much good news beneath the surface. China is imposing stricter regulations on BHP. China Mineral Resources Group (CMRG) told several traders this week to buy fewer seaborne cargoes of BHP’s flagship products: Mac fines, Newman fines and Newman lumps, according to two
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The Victorian Government is actively seeking data centre investment. Victorian Economic Growth Minister Danny Pearson has become one of the most active political figures in Australia when it comes to courting data centre investment, and his approach combines regulatory positioning, direct industry engagement, and targeted government spending. Danny Pearson has: Promised light‑touch regulation. Highlighted rapid
Neither opponents nor developers will be able to appeal appeal the final decision on three wind projects after NSW planning minister puts foot down.
The post NSW planning minister shuts down legal challenge for three wind projects sent to IPC appeared first on Renew Economy.
Asian LNG prices have held at the recent spike highs, but they will go much higher very soon if the Strait of Hormuz doesn’t reopen. So far, good weather and perhaps the threat of gas reservation have left Aussie gas prices at their lowest in years. The weather is definitely playing a role, with mild
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1komma5° launches its energy optimisation platform into the midst of Australia's Cheaper Home Batteries boom, with the promise that it can accelerate home battery payback by up to $1,500 per year.
The post “Turning point:” New AI platform promises to boost home battery payback by up to $1,500 a year appeared first on Renew Economy.
DXY is still looming as the comeback kid amid World War Trump. The AUD finally buckled, but it has been buoyant during Asian hours as unhedged Aussie fundies buy hedges for their dying Mag7 bets. North is trying to stabilise. Good luck with that amid the Dire Straits. Gold is still liquidating, suggesting margin calls
The latest power quarterly survey from BloombergNEF highlights the rapidly changing shape and nature of Australia's main grid – and the new normal for coal and gas.
The post Wind and solar have eaten most of the coal industry’s lunch, and batteries are hoeing into its dinner appeared first on Renew Economy.
In recent years, a series of reports from the Canadian government, law enforcement, and intelligence agencies have documented agents of the Indian government engaging in unsavoury acts on Canadian soil. According to an October 2024 report from the Royal Canadian Mounted Police (RCMP): “An extraordinary situation is compelling us to speak about what we have
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Donald Trump made a bold and provably wrong claim yesterday about the US air-defense missile inventory:
MOSCOW (Sputnik) - Belgium has given Ukraine none of the 30 F-16 fighter jets it promised back in 2024 due to delays in F-35 deliveries, Belgian Air Force Commander Geert De Decker said, citing the need to maintain air force capabilities.
The number of temporary migrants in Australia (excluding visitors) has expanded to record levels under the Albanese government. When the Albanese government arrived in office in mid-2022, there were 1,640,000 temporary migrants (excluding visitors) in Australia. Over the 2025 calendar year, there were 2,460,000 temporary migrants (excluding visitors) in Australia, excluding visitors: The surge in