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“It’s incredibly challenging if you are a ‘mom-and-pop’ operator in the pub space. If you look at the US, 30 to 40 per cent of restaurants are corporate now. Out of 10,000 pubs in Australia the biggest corporate now only has about 3.5 per cent, but over the next decade and time to come we think it’ll head like the US”
Batteries & Power
“Industry participants and analysts report that inventory of lithium-ion battery cells has reduced considerably since the beginning of 2022,and production orders are increasing” Market Statement, Syrah Resources Ltd
Commodities & Mining
“The global aluminium market is currently showing some mixed signals with limited supply growth and divergent demand trends depending on specific end markets. In China, some previously curtailed capacity is restarting...In the rest of the world, conditions are still not favourable for restarts, and there is very little new capacity ramping up” Roy Harvey, CEO, Alcoa Corp
“[Labour cost] are still running at vibrant rates and certainly well above the national averages. When we hear about the government highlighting the rate at which wage inflation is acting on average across the economy, our industry, I'm pretty sure, is a substantial premium to that” Paul Flynn, CEO, Whitehaven Coal Ltd
Chinese Economy
“China’s economic recovery has fallen short of initial market expectations, as the property market downturn continues to weigh on the economy and consumers remain cautious despite monetary policy easing. Manufacturing data in advanced economies showed a further slowdown and recessionary risks remain” Market Statement, Rio Tinto Ltd
Consumers
“I'd say we're seeing a more cautious consumer, but not necessarily a recessionary one” Jane Fraser, CEO, Citigroup Inc
Technology, Advertising & Creative
“From our customer discussions over the last 6 months, four generative AI use cases have consistently risen to the top of [CEO's] list. Customer operations, content creation & management, software development and sales” Jeffrey Clarke, COO, Dell Technologies Inc
“While we have made substantial progress with generative AI, it's critically important to note that AI can never replace the inspiration and genius that comes from our people and their creativity” John Wren, CEO, Omnicom Group Inc
Telecommunications
“I think, we need to recognise that for a fully built-out 5G network, there is probably going to be a need for more sites than it was in a 4G world. So even if we benchmark to the total size of 4G base stations, we're probably going to see more sites on 5G” Börje Ekholm, CEO, Ericsson
Rail Networks
“We see this [a rail land bridge network] as a faster and more efficient transport solution for customers currently using shipping directly into major Australian cities. For example, Aurizon modelling shows that containers from Shanghai to Melbourne…could be delivered approximately seven days faster through land-bridging by rail from Darwin rather than shipping alone” Andrew Harding, CEO, Aurizon Holdings Ltd
“If you look at the [US] federal funding that other nations get, it’s tremendous. Federal funding is the one piece that we need. And now that we have it, I think you’re going to see a tremendous amount of growth in the industry” Marc Buncher, CEO, Siemens Mobility North America
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Ports
“The world changed. Ordering things online and things arriving in packages. And you’ve got congestion on the east coast as the population has driven up the overall demand and the online ordering effects have led to congestion at major ports” Andrew Harding, CEO, Aurizon Holdings Ltd
Hospitality
“It’s incredibly challenging if you are a ‘mom-and-pop’ operator in the pub space. If you look at the US, 30 to 40 per cent of restaurants are corporate now. Out of 10,000pubs in Australia the biggest corporate now only has about 3.5 per cent, but over the next decade and time to come we think it’ll head like the US” James Sinclair, CEO, Signature Hospitality Group
Housing
“But at present there are very few investors, I am selling only to home buyers. So, the stock of rental accommodation instead of rising is falling. So, the pressure is on for rents to rise” Harry Triguboff, CEO, Meriton Group
“From 2025 to 2028, it is expected that international students will take up approximately one-quarter of Australia’s net new housing supply, baking in housing shortages and rising rental prices” Market Statement, Institute of Public Affairs
Entertainment
“The thing to keep in mind is that streaming continues to grow. So, it's 37% of TV time now in the U.S. and then we continue to grow our share of streaming in that growing space, even though it's very, very competitive” Ted Sarandos, Co-CEO, Netflix Inc
Capital Markets & Investment
“But we know the corporate activity and capital formation are core to our financial system and there are a number of structural catalysts that should lead to increased levels of activity. And we're seeing it begin to pick up in a few spots already, particularly equity capital markets and M&A dialogue” David Solomon, CEO, Goldman Sachs Group
“I met with a number of current and prospective future LNG buyers, all of whom asked me about the Australian investment environment and the crux of their question is, if they sign up for LNG supply from Australia will it arrive?” Meg O’Neill, CEO, Woodside Energy Ltd
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