Chanticleer Oil shock hits Australia, RBA's tough love & boomers lead home loan deals
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Mar 20, 2026 They unpack how strikes on Iranian oil infrastructure could ripple through global fuel, LNG and logistics. They debate the central bank's recent rate rise and the tough choices between inflation control and recession risk. They reveal surprising mortgage refinancing trends, with older borrowers leading the surge.
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Refinancing Surge Comes From Over 55s
- Mortgage refinancing enquiries rose fastest among Australians aged over 55, up about 12% in February.
- Boomers are holding mortgages later in life and feeling cost-of-living pressure, not just younger buyers.
Infrastructure Attacks Make Energy Shock Persistent
- Bombing of actual oil and LNG infrastructure (South Paz and Ras Laffan) means supply disruption could last years.
- Ras Laffan produces about 20% of the world's LNG and Qatar says repairs could take three to five years.
Energy Flows Won't Immediately Recover After Hostilities
- Damage to production facilities means energy flows won't snap back even if hostilities stop.
- Experts warn the disruption could spill into the second half of the year and beyond if infrastructure stays damaged.