Tuesday, May 29, 2012

Australia: Banana Or Mining Republic?



Australia’s housing and tourism industries have suffered greatly from the mining boom. They are intrinsically much bigger employers than mining, but have shrunk in the face of a spiralling Aussie dollar and the re-direction of bank lending away from housing and into mining. The high Aussie dollar is the direct result of foreign investment in mining, and it affects our international tourism industry in particular.

Australia’s mining boom has occurred due to rising global commodity prices, for no other reason, not increased operational efficiency, not improved product quality or value adding, nor improved infrastructure other than for use by the quarrier itself.

The boom has caused enormous dislocation in the Australian economy (the so- called “two-speed economy”). It has caused large transfers away from the traditional uses of capital and labour, leading to higher unemployment and reduced availability of funds for investment in new housing and tourism infrastructure.

The history of mining in Australia is dominated by very generous industry assistance to BHP mainly, who pioneered Australia’s mining, oil and steel making industries from 1883. The industry assistance was designed around building a vertically integrated steel industry to elevate Australia to an advanced first world economy.

BHP asked and received Federal assistance such as cash advances for exploration, delayed tax payments until returns on investment became “commercially acceptable”, and free fuel excise of 20%. This was seen, rightfully, as an investment by taxpayers in Australia’s economic future.

But then in the mid 1990’s, BHP reverted to quarrying at the expense of steel making. But the old array of tax deductions remained. Steel making is a substantial employer as a percentage of capital outlay, with many ancillary industry multipliers. Quarrying is highly mechanised, and a low employer as a percentage of outlays.

For example, Fortescu, an Australian owned iron ore quarrier formed in 2003, and already the forth largest in the world, employs a mere 2500 people on a turnover of $3.2 billion (one hundredth the size of Australia’s economy). In 2010, Fortescue made a net profit of $580 million, but paid no income tax. Why? Because all of the tax incentives used to promote Australia’s steel industry still apply to quarriers, who do no value adding. But they continue to receive the 175% research and development allowance and 20% concession on all diesel fuel. To Fortescue, everything is ”research and development”.


These tax concessions deprive Australians of funds which should be used to promote other value adding industries like housing and tourism. Priorities for Federal funding should be employment numbers and growth multipliers. The Housing Industry receives very few tax incentives, in fact the opposite is true. The Tourism Industry, which employs three times as many people as the mining industry, receives no tax concessions and a paltry handout of $150M a year for a bureaucracy and international promotion from the Federal Government.

Australia advanced from being a “banana republic” when BHP vertically integrated our great wealth of natural resources into steel making, with all its associated industry and trade multipliers.

But when Australia ceased making steel, the quarriers retained all of those tax incentives that were designed to promote a national value adding steel making industry. And that has been to the detriment of higher employment industries such as housing and tourism, the fundamental employment drivers of the once great state of Queensland.


Bill Morris

Author
Midwood Queensland Investment Report


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