Shaista Shaista
Global trade is set for a stronger-than-expected rebound, supported by lower US tariffs, continued AI-driven investment, and China’s renewed export push. Our latest forecasts show upgrades to both nominal and volume trade growth in 2025–26, even as legal uncertainty surrounding US tariff mechanisms and evolving geopolitical dynamics pose risks to the outlook.
To support Australia’s planning for cloud and AI growth, Oxford Economics worked with the market operator to assess future electricity demand from data centres. By combining industry data with insights from network providers, the analysis shows that current connection enquiries significantly overstate the grid demand likely to materialise.
This study demonstrates the economic importance of digital infrastructure by providing a comprehensive analysis of how high-capacity data connectivity underpins Australia’s future prosperity.
We analyse how Telstra InfraCo’s Aura Network -a $1.6 billion nation-building fibre investment supports productivity, innovation, and competitiveness across Australia’s digital economy, while strengthening the nation’s position within the Asia-Pacific region.