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Australia's economy slows to 2.1% growth, driven by EV purchases

Created at 2 Sep · 3:11 PM1 source↑ Market-relevant
IN SHORT

Australia's economy grew by 2.1% in the year to June, a slowdown from 2.5%, with quarterly GDP up 0.4%. Household spending was boosted by electric vehicle purchases, offsetting a decline in international travel due to Middle East conflict and high airfares. Growth per capita, however, contracted.

Key Numbers

2.1%annual economic growth to June
0.4%quarterly GDP expansion to June
0.6%quarterly disposable household income growth
0.3%disposable income growth after population adjustment
10%vehicle purchase jump in three months
6.5%household saving rate
-0.1%GDP per capita contraction in June quarter
0.7%GDP per capita growth over the year
0.2%labor productivity decline through the year

Who's Involved

Australian Bureau of Statistics
released national accounts figures
Jim Chalmers
Treasurer, commented on economic challenges
Stephen Smith
Partner at Deloitte Access Economics, commented on growth and inflation
Belinda Allen
CBA's head of Australian economics, commented on household insulation
Grace Kim
ABS's head of national accounts, commented on overseas travel
Jonathan Kearns
Chief economist at Challenger, commented on GDP per capita and productivity

↳ Why This Matters

The data indicates a slowing Australian economy where growth is increasingly reliant on population increases rather than productivity gains, impacting living standards. Consumer spending patterns have shifted significantly due to global events and cost-of-living pressures, with a notable increase in electric vehicle purchases.

Key facts

  • Australia's annual economic growth slowed to 2.1% in the year ending June.
  • Quarterly GDP grew by 0.4% in the June quarter.
  • Household spending on electric and hybrid vehicles significantly contributed to consumption growth.
  • International travel spending declined due to the Middle East conflict and increased airfares.
  • GDP per capita contracted by 0.1% in the June quarter.
  • Labor productivity saw no growth in the June quarter and declined year-on-year.

Australia's economy grew by 2.1% in the year to June, a slowdown from 2.5%, with quarterly GDP expanding by 0.4%, according to figures from the Australian Bureau of Statistics. While the economy is softening, it is not collapsing, with Treasurer Jim Chalmers describing the result as robust given challenging international circumstances.

Household spending was supported by a 0.6% rise in disposable incomes, largely insulated from global events like the Middle East conflict. However, international travel declined for the first time since the pandemic, attributed to the conflict and higher airfares. Instead, consumers splurged on fuel-efficient and electric vehicles, which accounted for three-quarters of the quarterly consumption growth. Experts noted that without this spending, overall consumption would be too weak.

The national accounts also revealed that economic expansion is primarily driven by population growth, not productivity. Real GDP per person contracted by 0.1% in the June quarter and was flat in the previous quarter. Labor productivity, measured as real GDP per hour worked, was flat for the quarter and down 0.2% year-on-year, raising concerns about living standards.

Frequently asked questions

Australia's economic growth eased to 2.1% in the year to June, down from 2.5% in the previous year.

Spending on fuel-efficient and electric vehicles significantly boosted household consumption, accounting for three-quarters of the quarterly growth.

Economic expansion is largely driven by population growth, with real GDP per person contracting by 0.1% in the June quarter.

Economists predict the economy will continue to slow through 2026, with growth moving towards 1.3-1.5%.

What Happens Next

01Economists predict continued economic slowdown through 2026.
02Interest rate hikes and high cost of living are expected to drag on spending.
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How It Developed

Australia's annual economic growth eased to 2.1% in the year to June.
Quarterly real GDP expanded by 0.4% in the three months to June.
Disposable household incomes, after inflation, lifted by 0.6% in the quarter.
International travel spending decreased as Middle East conflict and high jet fuel costs impacted airfares.
Spending on fuel-efficient and electric vehicles surged, accounting for three-quarters of quarterly consumption growth.
Growth in real GDP per person shrank by 0.1% in the June quarter.
Real GDP per hour worked, a measure of labor productivity, was flat in the June quarter.

Sources

T1
We’re purchasing EVs instead of holidaying in Europe – and what else we learned from Australia’s national accountsThe Guardian

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