OE Logo

Oxford Economics examines how a prolonged Iran war could disrupt oil supply, reshape global trade flows, pressure energy-dependent economies, and impact global supply chains.

The report highlights the significant economic and strategic importance of AI, cloud computing, and data-enabled technologies in helping Australia unlock water capacity, improve efficiency, and support more resilient utilities, agriculture, households, and industry.

Oxford Economics today announced the acquisition of Macromonitor, a leading provider of economic forecasting and research services to Australia’s building and construction sector. 

Australia’s labour market remains resilient, with steady employment keeping the unemployment rate stable and reinforcing expectations of a May rate hike.

Disruptions in the Strait of Hormuz and escalating Iran tensions are driving inflation and downside growth risks in Australia.

Global trade faces mixed forces, with tariff easing supporting growth while Middle East conflict poses downside risks.

The report highlights the significant economic and strategic importance of Australia’s cement, concrete and aggregates industry in supporting construction, infrastructure delivery, and national supply chains.

RESEARCH BRIEFING Shipping in for the long haul of Middle East conflict Uneven trade disruptions emerge as energy spikes immediately and logistics pressures build more gradually

Australia is at the peak of a boom in tunnel work, supported by a record level of transportation construction activity. The pipeline of tunnelling work is set to begin declining as government funding of infrastructure projects slows.

Imports rise on data centre demand as Australia’s trade surplus narrows.

RESEARCH BRIEFING Wage growth should slow, but upside risks persist in Australia Labour shortages and strong demand continue to support wage growth.

RESEARCH BRIEFING Stage set for strong Q4 GDP print despite slowdown in trade in Australia Government spending drives Q4 growth as trade softens and the current account deficit widens.

RESEARCH BRIEFING Rates to move higher as inflation refuses to play ball in Australia Strong inflation and jobs data delay disinflation, keeping policy restrictive.

Data centers are expanding beyond major cities as tech giants seek lower energy costs, reduced community pushback, and new power solutions for growing AI demand

Police boat docked

This report examines the scale and drivers of Australia’s illicit tobacco market and its impact on consumption, government revenue, and public health. It highlights how a widening price gap is accelerating the shift to illicit products and outlines a coordinated policy response to address the issue.

Blog Construction’s Next Big Shift   Rising costs, fiscal pressures, and the changing economics of construction. Market capacity to deliver is only part of the story. An equally important question is how the next wave of construction and infrastructure investment will be paid for.  – Thomas Westrup  Australian infrastructure has ridden a public investment boom…  Australian construction work done – … Read more

Australia’s trade surplus increased recently, but softer export demand and rising capital goods imports may put pressure on the outlook.

Trade tariffs

Explore how slowing global trade growth, China’s export pressures, and accelerating AI investment could reshape world trade volumes through 2026.

US construction forecast highlights for 2025–2034, including infrastructure growth, housing outlook, spending trends, and price and rate projections.

Research Briefing How trade shapes the winners and losers of AI boom Why AI’s biggest trade impact comes from investment cycles, not just innovation leadership