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"When we look at the average age of coal-fired electricity assets in Asia, it is just 15 years compared with an expected retirement age of 40 years, over 99% of Australian thermal coal is destined for Asia…the demand for Australian coal remains strong, but there is no doubt opportunity is being lost to competing supply nations like Russia and Indonesia."
Housing & Construction
"The reason for this [lack of demand] is a complete evaporation in buyer confidence. People don't build new when established real estate prices are flatlining or in decline." Brad Duggan, CEO, Metricon
"We do see a bit of a two-speed economy - Queensland and WA are performing very, very strongly, while Melbourne and Sydney are a little more challenged.” Tania Archibald, CEO, BlueScope Steel Ltd
Insurance Premiums
"Insurers have to do a far better job of explaining the contributing factors to premium adjustments that occur." Steve Johnston, CEO, Suncorp Group Ltd
Mining & Exploration
"We see all the traffic signals as green and favourable. Commodity prices remain supportive, with gold and copper at attractive levels. But the underlying supply challenge is structural and firmly in place - reserves continue to decline, discovery rates remain challenged, and ore bodies are getting deeper and more complex." Paul House, CEO, Imdex Ltd
Steel Markets
"Elevated Chinese steel exports into Asia continued to pressure ferrous prices and margins, both domestically and internationally.” Stephen Mikkelsen, CEO, Sims Ltd
Copper & Cement
“A lot of capital is flowing into artificial intelligence, data centres and the energy transition, and countries and companies are increasingly focused on energy and food security, supply chain resilience and industrial capacity. This means demand today for commodities, such as copper, is much more broad-based than during China's boom in the late 2000s." Brandon Craig, CEO, BHP Group Ltd
"The focus on copper is that you've got a lot of short-term production issues where [big copper miners] are having difficulty meeting their production targets, whilst the demand is continuing to rise. So having copper in the portfolio is a good fit." Lawrie Conway, CEO, Evolution Mining Ltd
“In cement, an increase in raw material input costs is anticipated, which is likely to impact margins." Market Statement, Wagners Holding Company Ltd
Retail
“We continue to see variability in trading, with customers increasingly looking for value and migrating spend to key promotional events, along with impacts from supplier price rises and stock availability shortages in the technology categories." Nick Wells JB Hi Fi Ltd
Healthcare
"Financial and demand pressures on health care systems constrained capacity in major countries last year. While these pressures have existed for some time, it's very unusual for them to apply across all major markets at one time." Dig Howitt, CEO, Cochlear Ltd
Consumer vs Business Credit
"The household balance sheet is completely different, but business balance sheets are lowly geared and businesses are quite resilient. The biggest risk is the ability to pass on an increase in input costs to the end user at a time when the outlook for consumers is turning down." Chris Bayliss, CEO, Judo Capital Holdings Ltd
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Global Trade & Tariffs
"For those who attempted to offer the words 'now we know' in regard to US tariffs, I would posit that the situation remains fluid. There are multiple policy initiatives still in play that could result in a variety of outcomes. We'll know when we know. I can say the same about the oil price and its knock-on impact on plastics, materials and transport costs - still very much in flux." Martin Nicholas, CFO, Breville Group Ltd
Mining Services
"If you look at what's in that tender pipeline for MET [mine processing-plant engineering and construction division], there is no capacity left in that market because all of those competitors are absolutely full." Julian Pemberton, CEO, NRW Holdings Ltd
Education & International Students
"FY26 delivered a resilient result against one of the most difficult trading periods the international education sector has faced." Market Statement, NextEd Group Ltd
Humans Vs. AI
"AI cannot replace it. AI can enhance human creativity. It is really up to us. We take advantage of AI, or we face a threat from AI." Hiroki Totoki, CEO, Sony Group Corp.
Nuclear Reactors
"We're finally in build mode and not kind of playing games around the edges." Jacob DeWitte, Co-Founder & CEO, Oklo Inc. [US listed small modular reactor developers]
Coal & Asia
"When we look at the average age of coal-fired electricity assets in Asia, it is just 15 years compared with an expected retirement age of 40 years, over 99% of Australian thermal coal is destined for Asia…the demand for Australian coal remains strong, but there is no doubt opportunity is being lost to competing supply nations like Russia and Indonesia." Andrew Harding, CEO, Aurizon Holdings Ltd
Chinese Consumers & Beauty
"And the market is very, very strong. It's in high single-digit growth on the Prestige Beauty. So, we're seeing like China growing again." Stephane de la Faverie, CEO, The Estée Lauder Companies Inc.
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