Article Josh Cohen Article Josh Cohen

The Geopolitics of Australia’s Great Big Data Centre Bet

Australia, like other countries, is making a very large bet on data centres. Governments see potential for investment, economic growth, and productivity gains from artificial intelligence. However, alongside these concerns sits a less visible issue which could be at least as disruptive – global geopolitical volatility.

Read More
Report Josh Cohen Report Josh Cohen

The Geopolitics of Infrastructure (KPMG)

As global competition and mistrust grow, infrastructure is increasingly governed through a national security lens, creating new forms of risk and strategic exposure for Australian businesses (KPMG report, Merriden Varrall principal author).


Read More
Report Josh Cohen Report Josh Cohen

Top Risks to Australian Business 2024-25 (KPMG)

We wrote this report, the second in our KPMG Top Geopolitical Risks series, to highlight that risk isn't about discrete disconnected shocks, it's interconnected. Looking at risk scenarios tells us more about where we're vulnerable, and how we can be better prepared for the future. (KPMG report, Merriden Varrall principal author).


Read More
Report Josh Cohen Report Josh Cohen

The Geopolitics of Oil and Gas (KPMG)

The transition from oil and gas to renewables creates challenges for Australian companies, as do the geopolitical impacts that will flow from the transition.  (KPMG report, Merriden Varrall co-authored).


Read More