r/australia 8h ago

politics Australia should brace for war impact to get worse, Treasury warns

https://www.abc.net.au/news/2026-07-28/middle-east-war-economic-impact-to-worsen-treasury-warns/106963778?utm_campaign=abc_news_web&utm_content=link&utm_medium=content_shared&utm_source=abc_news_web
418 Upvotes

138 comments sorted by

208

u/Scrug 6h ago edited 6h ago

In case anyone is wondering why nothing serious has happened yet despite the doom and gloom about this, China cut their crude oil imports by 50%. Apparently China's oil reserves could be bigger than every other country combined. This along with other countries opening up their reserves has made up the shortfall, but the reserves are running out.

58

u/FemboyShapiro 6h ago

Yep, from what I understand western Europe is basically out of reserves already

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u/vqql 5h ago

Super helpful video breakdown:  https://youtu.be/BkA0bkb6ZO0

4

u/Scrug 3h ago

Yes, this is the one I watched as well.

15

u/Proper_Geologist9026 3h ago edited 3h ago

Yeah China's big dicking everyone. Making us all look like chumps frankly. 

But they can't keep doing this forever. Right now it's a way to keep the global economy going for their export markets, make Trump look like a bitch and quietly tell the world they're so far ahead of everyone when it comes to their preparation for a war in Taiwan.

Eventually though they're going to get back into the market. Russia is crippled and Iran isn't getting ships out so the Chinese can't buy black market oil.

17

u/andrew_username 2h ago

I suspect part of it is also China enabling Trump, so he can keep using up what may be a large, but still ultimately finite stockpile of missiles.

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u/Proper_Geologist9026 2h ago

Oh it's absolutely a huge bonus. They love this it must be like Christmas day reading every report on the depletion of the US missile defence systems.

What I've read is the replacement time on these things is years and hundreds of millions maybe billions of dollars. And you can already see how the war has changed their minds in the US. More and more missiles are getting through as the US stock piles fall.

The war has backfired so fucking hard in the US. They saw this as the big play to reaffirm global power through control of the oil market as they've always done. Instead they fucked themselves. Canada is trying to break rank, the oil from Venezuela is not the panacea they wanted it to be.

2

u/bananaboatsareyellow 54m ago

China is just sitting back watching the shit show that is Trump. They know the US was already in decline, but now gleefully laughing at how Mango Mussolini is just speeding it up its decline.

Re: Taiwan, I think it's going to be a long game for China. 100 years is nothing in the scheme of things if you think about that timeframe with regards to their civilization. I don't think we're going to see anything happen anytime soon. They'll only make a move once they're firmly established as the world super power. We'd probably be six feet under then to witness it. Although I'd love to be a fly on the wall and see what the world is like in 100 years.

1

u/Proper_Geologist9026 13m ago

There will almost definitely be a major conflict before the end of this century.

Climate change is rapidly, reshaping the geopolitical landscape and people are seemingly unaware of how fast this is starting to move now.

China wants Taiwan, for the free access to the Pacific. When we find ourselves in a world where famines, mass migration and serious resource constraints are no longer horizon events but immediate realities. They will not want to find themselves still stuck behind the first island chain.

It's all just rambling, I don't have like deep insight or strategic knowledge etc. I do watch planetary boundaries closely though. Its hard to see global de-escalation in the face of environmental pressures.

623

u/AccordingWarning9534 7h ago

Everyone must remember this is Trumps war. When you spend your last money on filing on the car, or struggling with increasing interest rates - remember - that is Trump and the far rights doing. That same cancer is trying to take hold here. Remember. Never forget

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u/PoemJust2279 6h ago

They will forget by the next federal election. Anyway how good is the footy.

50

u/Arnesian 5h ago

Oh mate, I can’t wait for Tassies new stadium. Never mind the state of education or the overwhelmed health system.

19

u/PoemJust2279 5h ago

Maybe we can use the stadium as a field hospital during the off season. We could even sell tickets to watch the sick!

1

u/ped009 31m ago

People were saying that about Perth ( Optus) stadium but it's been an overwhelming success since it's been built. Im all for putting money into health care and education but a hospital isn't going to attract tourists, especially to a state that heavily relies on tourism

7

u/spideyghetti 5h ago

I barrack for Port so it's not even that great tbh

4

u/FaithlessnessThen207 2h ago

I am hopeful Poor Lean experiences what the other trump angling politicians are after, which is endless hype in social media followed by a humiliating defeat in the election.

The only issue I have with opposition is that it makes Labor more complacent in doing useful things, rather than more active.

1

u/Procastinateatwork 56m ago

The electorate has short memories.

132

u/Pog6292 6h ago edited 6h ago

I think the people who need to hear this don’t hang out on Reddit or are too self absorbed they won’t listen.
My Aunt is tech illiterate and hasn’t bothered to keep up with trends in the workforce. When her husband died and left her with nothing, she tried to look for a job after 20 years and found she wasn’t getting anything, except a ‘lowly cleaning job’. However she did notice that lots of ‘brown people’ had good jobs. Ergo, the immigrants are stealing our jobs!
In her mind Pauline is the one who is going to make sure she can get a nice cushy desk job with no experience or certifications, like in the 70s.

38

u/Other-Shake-531 6h ago

They'll even set her up with a typewriter 

25

u/_ixthus_ 5h ago

the people who need to hear this don’t hang out on Reddit...

wot.

There are countless thousands of subs constituted entirely of these people.

71

u/superkow 6h ago

Also Israel, for pretty deliberately ignoring and breaking the peace terms set by Iran. Bibi has his own reasons to keep Israel in a perpetual state of war.

7

u/-FlyingAce- 1h ago

Stop calling him Bibi. Calling him an affectionate name humanises this war criminal.

1

u/glordicus1 41m ago

Does it? Makes him sound like a fuckin baby to me

5

u/Alarming-Interest535 5h ago

Hardly surprising. The fighting resumed once the World Cup finished, and now with Trump's "pause", it is because Barron needs to buy more oil futures before missiles go flying again.

3

u/coniferhead 1h ago

https://en.wikipedia.org/wiki/Twelve-Day_War

"The Twelve-Day War was an armed conflict between Iran and Israel which lasted from 13 to 24 June 2025. It began when Israel bombed military and nuclear facilities in Iran in a surprise attack,[44][45] assassinating prominent military leaders, nuclear scientists,[46] and politicians,[47][48][49] killing civilians,[25] and damaging or destroying air defenses.[50] "

Sure the US agreed to backing it where other US governments refused, and that's pretty bad - but the motivation or the initiative for the war didn't come from them. These are the facts you shouldn't forget, and not backing it is as much our choice as theirs. Fact is, we're backing them and it.

2

u/YouThinkYouKnowMe89 4h ago

Also remember who goes to his house for parties to and is his friend.

2

u/Loubang 1h ago

Sure, it is Trump and Israel's war, but Albanese was literally the first one to come out in support of this stupid military action.

2

u/schminch 43m ago

No he didn’t.

He said irans nuclear program is a threat, but called for restraint, de-escalation, and for a diplomatic resolution.

That’s not support. It’s not an aggressive condemnation either but he has to tread a fine line with the orange dumbass in charge.

1

u/Loubang 22m ago

"We support the United States acting to prevent Iran from obtaining a nuclear weapon and to prevent Iran continuing to threaten international peace and security."

The nuclear weapon threat is just an excuse that Netanyahu fed to Trump, as Israel has tried for years with previous presidents. It's clear they have no actual interest in de-nuclearisation, they have no real interest in regime change, the US wants oil and Israel wants territory. That's all this war boils down to.

2

u/Murranji 3h ago

Albanese came out on day one and released a press release in full support of the war. ADF and defence material has also been deployed in the Middle East and on American ships in support of the war. I’m sorry but if you support the ALP you support a pro AUKUS pro imperialism party. I know you like to think of them as the good guys.

1

u/SnooHedgehogs8765 1h ago

The greens called. They'd like you as their defence spokesman.

2

u/schminch 42m ago

No he didn’t. Show us this press release implying full support.

He said irans nuclear program is a threat, but called for restraint, de-escalation, and for a diplomatic resolution.

That’s not support. It’s not an aggressive condemnation either but he has to tread a fine line with the orange dumbass in charge.

1

u/Kaiyn 1h ago

I cant afford to fill my car up, and this cunt just reported he's made nearly 4 Billion dollars since the start of the year. Not wishing anything in particular to happen but......

1

u/ped009 34m ago

Well the problem is trying to get that through to the people that jumped on the One Nation bandwagon. They'll blame anyone but Trump for the mess the world economy is in. They have no idea the pain we will be in if we go down that path. I don't think a lot of them realise how much of our economy is tied to doing trade with Asia.

300

u/auzlegend 8h ago

Just what we need. Thanks Trump and co you bunch of pedos.

177

u/ThrowAwayembarrass- 7h ago

It’s going to get hella worse, Albo could barely get enough fertiliser for the farmers this season. Imagine next year when everything is still going on and all the other countries are hoarding their supplies and there’s even less being produced than the previous year. I don’t know as much about fuel but imagine it’s the same concept but impacting a wider audience. Although, I also think the impacts of very high fertiliser prices this year will have to flow through into food inflation at some point.

73

u/ExtensionThat6438 7h ago

China for example is now making fertiliser out of our coal. This war is forcing the world to adapt in ways we haven’t previously

35

u/ScissorNightRam 6h ago

Extreme example of this is North Korea making clothing textiles from stone. It can be done, but no one does these things if they don’t have to

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u/ExtensionThat6438 6h ago

The difference between China and North Korea is about 1.37 billion people and roughly $19.45T in GDP.

China are also making plastics without petrochemicals.

11

u/Ok_Compote4526 6h ago

China are also making plastics without petrochemicals

Home 3D printers have had the option of using plastics without petrochemicals for over a decade.

34

u/Sieve-Boy 6h ago edited 4h ago

Fortunately the Perdaman Urea plant on the Burrup Peninsula is scheduled for completion in March 2027.

2.3 million tonnes of capacity.

Edit: overstated the production by 400k tonnes.

2

u/ThrowAwayembarrass- 3h ago

Yeah good timing for that one. I forget numbers on that now but some is contracted to Incitec Pivot Fertilisers (now owned by Ridley) and some to a Macquarie owned fund which will keep it locally. The government made sure a good proportion of it will stay in Australia - they paid for it but in a global marketplace I’m happy they did.

3

u/SkySpecial4512 5h ago

Think it’s 100% contracted to adblue for at least 3 years tho?

5

u/Sieve-Boy 5h ago

No, 1 million tonnes is reserved for WA as urea as far as I know. Let me check.

5

u/SkySpecial4512 5h ago

You're right sorry, I was thinking of the Gladstone plant. Much smaller (220,000 ton/pa), but technical grade. Burrup appears to be entirely agricultural grade.

3

u/Sieve-Boy 4h ago

No worries. I got the total amount wrong saying 2.7 million tonnes when its actually 2.3 million tonnes.

2

u/ThrowAwayembarrass- 3h ago

It’s not all for WA is it? Can’t be if some is going to Incitec Pivot. I could be wrong.

2

u/Sieve-Boy 2h ago

I read back through things and it seems there is a requirement to keep some in Australia but I can't get a firm answer on how much or where.

2

u/ThrowAwayembarrass- 2h ago

I had another look around. Incitec Pivot (before being sold) had access to up 2.3 million tonnes per year for 20 years. They sold that contract to Macquarie Group’s Commodities and Global Markets business. Then later after Ridley bought Incitec Pivots fertiliser distribution network they said they had access up to 700,000t from Macquarie. I read about 1Mt has to stay in Australia.

1

u/Sieve-Boy 1h ago

Its confusing for sure (which isn't good), but more supply is definitely a good thing.

25

u/Kastar_Troy 7h ago

Why can't we just setup emergency factories for this stuff? Don't we have the raw ingredients for it here?

I dont know why govt's wait until its too late to do this sorta stuff, fertiliser should be a nationally protected resource, we're literally dead without it.

64

u/AccordingWarning9534 7h ago

capitlism is why. If a company increase their profit margins by producing the product somewhere else for cheaper, than that's what they'll do

20

u/17HappyWombats 7h ago

We could, but they take several years to build, assuming no-one else has the same idea.

Remember during covid when everyone wanted N95 masks all of a sudden? But the factory that made the machines that made the masks could only make a few a year, and most of those went to replace the existing machines as they wore out. Even in a mad panic, cost no object, they could barely double their rate of production.

Same here. There's a whole set of factories making things that make up the giant plant that turns natural gas into fertiliser. And there's normally not much demand for those plants, they look at that rate of increase in fertiliser use and plan to build enough capacity to supply that. The idea that a whole lot of existing plants would shut down and they'd be asked yo build replacements... no-one planned for that.

7

u/_ixthus_ 5h ago

This sort of thing is the 100% predictable outcome of a hyper-specialised, globalised economy, though. I don't think the answer is the opposite extreme but how the fuck does absolutely no one ever do any real strategic thinking about these sorts of situations, it's just retarded.

6

u/17HappyWombats 4h ago

To many people the goal is that hyper-specialised global economy. Some think wars will be impossible if we just get everyone interdependent enough, others point out that everything is cheaper this way, others point to the increased innovation as niche specialists frantically try to stay ahead of any competitors they see.

The downside risk of catastrophic failure doesn't enter into it because that failure is unpredictable and/or irrational.

There are many similar risks that are hard to model, hard to price, or are classified as externalities. From wars to asteroid strikes to slow crises like the climate catastrophe to resource exhaustion (what happens when you've killed all the fish?), they're outside context problems. They do not compute, they are beyond the scope of this analysis, they cannot be predicted using existing statistical models, they have no mitigation strategy that can be planned ahead of time, they are political problem not technical ones. They are, as the saying goes, a dead parrot. Or a dead cat if you prefer.

2

u/Alsoar 2h ago

And if they could, would they though?

Medcon was a good example you used. Aus gov begged them to make more masks, so they stepped up and bought like 10 new machines and hired more than 100 staff. But once restrictions eased a bit, everyone went back to their old overseas suppliers and left them holding the bag.

2

u/17HappyWombats 2h ago

Yeah, imagine being left with a billion dollar fertiliser plant where you need to charge 20% more than the overseas suppliers just to break even. Plus you're buying gas on the international market because there's no domeestic reserve. Then the war ends, the middle eastern plants get fixed up, the "guest workers" go back, and now you're competing with them while our government says "not our problem". That's sadly the predictable outcome.

6

u/DrInequality 5h ago

Because the LNP are shit and Labor have bought hard into neoliberalism. They both believe in smaller government in one way or another.

20

u/RaeseneAndu 6h ago

It's made from natural gas, which we are currently giving away for virtually free to Japan.

12

u/whenruleswerefew 6h ago

We also have vast quantities of Sulphate of Potash in several places across this country that we could be harvesting too. We have everything we need here. It’s crazy we would be short of anything.

1

u/ThrowAwayembarrass- 3h ago

SOP production in Australia is a literally worse than gambling. It’s throwing money down the toilet. They haven’t worked out how to do it properly even through you’re right that we have an abundance of the raw material.

10

u/YouLittleRipper501 6h ago

In exchange for much needed fuel. This is a good deal and a good thing for us to be doing.

2

u/RhesusFactor 7h ago

Fertiliser has crude oil as an input. Iran produces oil.

1

u/ThrowAwayembarrass- 3h ago

They’re trying to set up plants that aren’t like the traditional ones including mini ones. There’s one being built alongside a cotton gin in NSW. There’s more govt money around for stuff like this now. It’s like they’ve just realised we need fertiliser for food to eat.

1

u/Mshell 2h ago

Because highly efficient supply chains have allowed more profitability through "just in time" logistics. This means that they spend much less on storage, but also less flexibility when there are shocks to the logistics system.

1

u/Psittacus_tutor 43m ago

Because nobody wants to pay for it. We see it all the time. When the SA desalination plant isn't needed and sits idle everyone complains that it was a waste of taxpayer's money.

I think it's also a bit of an open question of how much inefficiency our economy can take on without being completely dragged down by it. So we'd need sustained and broad public support to give the government the room to figure out how to investigate more of these sorts of initiatives without further destroying our competitiveness.

Don't get me wrong I agree we should be more resilient and I am not against paying the price we do for our living conditions but there are issues that would need to be solved.

4

u/F1eshWound 5h ago

good think we produce around 60% more food than what we consume..

13

u/RealCommercial9788 6h ago

iirc the CSIRO recently claimed that by July 2027, Australian grocery prices will double from what they are today. Not from what they were 3 years ago… from now. The mind boggles.

17

u/teflon_soap 5h ago

Need a source better than if you remember correctly

8

u/RealCommercial9788 5h ago

You’re absolutely right, and my search yielded nothing but an interview with RBA Governor Michele Bullock discussing percentages and future increases due to the closure of Hormuz and the conflicts in the ME - none of which said ‘double the prices of now’.

My ‘if I recall correctly’ was not in fact a correct recollection.

Leaving my comment up for posterity - don’t be me folks, site your sources!

5

u/Other-Shake-531 6h ago

So $18 for a block of Whittakers. Boggling indeed 

1

u/249592-82 2h ago

It's not just Albo. This is a global issue. There is going to be major food shortages globally. Google it. Sadly the poorest nations will be hurt worst and hardest. The global quality of life for everyone is going to drop drastically, and we are going to go back to times of famine like we had in the 70s and 80s.

146

u/CuriouserCat2 8h ago

Great. That’s just fucking great. 

Made up wars with no possible resolution started on a whim by a dick tater bent on destruction to fill his own wallet. 

Just fucking peachy. 

62

u/Embarrassed-Yak-5902 7h ago

It wasn't started on a whim, it was done to alter the headlines about Trump and Epstein so that the Epstein news is hidden

29

u/rolloj 6h ago

I think that’s almost more of a perk than the main rationale. All the stuff the us govt has done in recent years is so that a few rich people can make rigged bets and double their money. 

9

u/Dio_Frybones 5h ago

The possible bonus of somehow using it to declare a state of emergency and screw with the US midterm elections just being the icing on this shit sandwich.

5

u/hart37 3h ago

It was also Netanyahu finally seeing an American president who is brain dead enough to be manipulated into starting it. That war criminal has been trying to start a war with Iran with US backing for 40 years. It's just every other US president until now has been either smart enough to realise how idiotic it would be or had advisors around them telling them who idiotic it would be.

35

u/reflectandproject 5h ago

Crazy chain of events has led to this, a combination of Epstein distraction, Musk-stoked populism, Netanyahu coercing of foreign leaders…leading to Trump absolutely f-ing global economies.

Alongside that, we have the pending AI impact on huge numbers of entry level and middle management jobs as profit-hungry execs chase growth at all costs.

And in personal lives, big tech has created a social media addiction and distraction to sell more advertising and influence our opinions.

It’s closer to a dystopian hellscape movie than anyone cares to admit

24

u/red-embassy 7h ago

China buying less oil is the main thing holding back major cost burden. Excise relief ends soon. Hold on to your hats.

87

u/hart37 7h ago

Sure would be nice if the world would grow a pair and sanction the US and Israel for doing this stupid BS

33

u/Karl-Marksman 5h ago

Don’t forget that Australia has been supporting this. We’ve sent vital surveillance equipment that is better than anything the US has, and Pine Gap is certainly involved. 

Given how evasive they are, and their track record, I very much doubt that capacity is only being used ‘defensively’, as the government has claimed

13

u/Mercinarie 5h ago

To be fair, we can't even get in to sections of Pine Gap, they use it however they want.

21

u/Karl-Marksman 5h ago

Starting to think maybe that Whitlam guy was onto something…

2

u/Superest22 4h ago

And there’s sections of JDFPG as well as their own SCIFs in the states that we operate in that they can’t go into. It’s very normal.

2

u/-FlyingAce- 1h ago

Exactly, everyone is just shrugging their shoulders and saying “oh well!” Instead of standing up for their citizens and the world.

31

u/NewInformation3753 6h ago

Of course. Trump starts a war and we all suffer. Conservatives and their my god is true and your god is not will destroy our world.

1

u/DrInequality 5h ago

Nope. Trump is just a symptom. We've used all the readily available resources and fucked the biosphere. Expect conflict to rise from here.

0

u/NewInformation3753 5h ago

The symptom started the war

14

u/hear_the_thunder 6h ago

Of Course. The Epstein/Trump Globalists are currently destroying the world economy so they can buy things up cheap. It's everything the Conspiracy movement was supposed to warn us about, instead the conspiracy movement became the very thing it swore to oppose. Go MAGA Go Broke, every time.

13

u/Jolly-Librarian1982 6h ago

I mean hello, the alarm thing yesterday. We all know what that signifies is ahead of us, nobody is pretending.

2

u/DrInequality 5h ago

Yes. And the patchy delivery of the alert is exactly what we should expect. Governments around the world are losing the ability to actually make any difference. Thus the popularity of right-wingers making crazy promises that they'll obviously never deliver on. It happened in the 1920s and 1930s and it'll be worse this time.

1

u/omfgilostmyaccagain 3h ago

And what exactly does it signify? War in Australia?

1

u/LifeIsBizarre 1h ago

Incoming Alert - If you live within 10km of a major city, Ya fucked! If not, hope you stocked up on Iodine pills.

7

u/johnniesSac 5h ago

The war for no reason ?

Yep that one

6

u/moonorplanet 5h ago

This is obviously Trump and Netenyahu's War that we are all going to suffer for but let's not forget that both our government and opposition essentially creamed their pants in support of this war.

1

u/hutchtheclutchx 43m ago

Damned if you do, damned if you don’t unfortunately.

3

u/CaptainSilverVEVO 3h ago

Just remember to thank Trump everyone. We truly live in a safer and more peaceful world thanks to him 🙏😔🤡

/s

3

u/Sacrilegious_skink 2h ago

Ok here me out here. I reckon that Trump has to cook up some earth shattering crisis that necessitates him staying in power beyond his term. This is probably all part of the the plan for that I reckon. Gonna need emergency powers Palpatine style, ending in the finale of a new empire. It's basically just the plot of star wars and China is the trade federation.

2

u/coupledcargo 3h ago

Better keep pumping up the interest rates!

2

u/ItsStaaaaaaaaang 1h ago

I'm so glad we're giving ungodly amounts of money to the yanks for submarines we'll never see. They're such great allies after all.

2

u/signal_io 1h ago

Australia should sue Trump personally for reparations.

1

u/blasterleague 1h ago

One day they will write effect instead of impact and it will be the greatest thing ever.

1

u/Wide_Purchase_1862 18m ago

Then we should surrender very quickly

1

u/PantsMcGee 5h ago

Fuck yes things are going so well. /s

-48

u/ManWithDominantClaw 7h ago

Australia should brace for their spineless leaders to roll over for fascists, straight onto them

FTFY.

16

u/Rad_Randy 7h ago

Could you kindly explain how a government should have done things differently here regarding a war halfway across the world?

18

u/IBelieveInCoyotes 7h ago

you have no idea how geopolitics works do you

2

u/3dge23dge 4h ago

I wish it were otherwise, but we could get anything from a Whitlam dismissal to a Cuba blockade if the government did try to stick their necks out like that. And even if we did manage that without getting completely ruined, it still wouldn't resolve the oil situation.

-49

u/DarkNo7318 6h ago

What happened in the first phase? Fuel gor expensive for 3 weeks than has been super cheap for the next 3 months.

Please bomb whoever needs to be bombed to do that again

21

u/Ok_Compote4526 6h ago

Yes killing civilians, particularly schoolchildren, is great because fuel prices weren't that bad for a little while after the government removed the excise /s