David Rogers

Sydney

Markets Editor at The Australian

Markets Editor at the @Australian in Sydney. Analysing financial markets since 1987. Breaking news, views and charts.

Articles

White-knuckle Microfactories

1 week ago | substack.exponentialindustry.com | David Rogers

Capturing this week's zeitgeistHow it Started vs How It's GoingWe have a fully done one, that’s going to get shipped out next week... Manufacturing equipment delivery involves much more than just production—the entire journey from order to operation is critical for customer value.
Tackling Tariffs with Industrial Technology

2 weeks ago | substack.exponentialindustry.com | David Rogers

Capturing this week's zeitgeistAt Hannover Messe 2025, automation and Industrial AI technologies took center stage, showcasing how manufacturers are accelerating digital transformation to maintain competitiveness in an increasingly complex global market. These advancements in digital manufacturing, connected workers, and autonomous production systems represent more than technological evolution—they are essential for navigating the challenging tariff landscape.
Read Between the Machines

3 weeks ago | substack.exponentialindustry.com | David Rogers

Capturing this week's zeitgeistIn manufacturing environments where precision is paramount, our words don't always follow suit. Just as Ford executive Mike O'Brien meticulously documented his colleagues' linguistic missteps over decades, manufacturing floors worldwide are hotbeds for verbal gymnastics and colorful language. This newsletter is no different, with intentional polysemous and antithesis titles.
Henry Ford Moment for Solar

1 month ago | substack.exponentialindustry.com | David Rogers

Capturing this week's zeitgeistThe most rewarding venture capital journeys often begin with unexpected connections, as demonstrated by Fika Ventures and Edge Impulse—where a missed investment opportunity led to a chance introduction and ultimately one of their most exciting portfolio companies.
M&A Disputes Report: Five Years in Review: Lessons Learned and Future Outlook

Oct 24, 2024 | lexology.com | Mustafa Hadi |Peter Bird |Frank Dery |Kevin Hagon |Calvin Qiu |David Rogers | +2 more

Key dispute trends since 2020 and how dealmakers can navigate the year ahead Introduction The global economy has undergone a seismic transformation since our research into mergers and acquisitions (M&A) disputes first launched in 2020—shifts leading to more deal-related disagreements and new areas of contention.
Show the Prices Upfront for Industrial Technology

Sep 15, 2024 | substack.exponentialindustry.com | David Rogers

Capturing this week's zeitgeistIMTS 2024 broke registration records while Exponential Industry’s recommendations remain undefeated. Big fanfare for Tormach on X.
Russia battling major Ukraine border incursion for third day

Aug 8, 2024 | theaustralian.com.au | Greg Brown |Joe Kelly |David Rogers |Robyn Ironside

Russia's army was fighting a major Ukrainian border incursion for the third day running, Moscow said Thursday, with independent analysts saying Kyiv's troops had advanced up to 10 kilometres (six miles) into Russia. Pro-Kyiv forces stormed into Russia's southwestern Kursk region on Tuesday morning, deploying around 1,000 troops and more than two dozen armoured vehicles and tanks, according to the Russian army.
Qantas axes Perth-London mega flight over Middle East fears

Aug 8, 2024 | theaustralian.com.au | Joseph Olbrycht-Palmer |Greg Brown |Joe Kelly |David Rogers

Qantas has axed its non-stop mega flight from Perth to London due to soaring tensions in the Middle East. The 17-hour flight will now stop in Singapore before taking an alternative route that dodges risky airspace, the airline said on Thursday. “We’re making adjustments to some of our flight paths due to the situation in parts of the Middle East as a precaution,” a spokesperson said.
South Australia Liberal leader David Speirs resigns

Aug 7, 2024 | theaustralian.com.au | Duncan Evans |Greg Brown |Joe Kelly |David Rogers

A political earthquake has hit South Australia, with Opposition Leader and Liberal titan David Speirs announcing his resignation as leader of the embattled party. In a statement released on Thursday afternoon, Mr Speirs said he would step down from his role fronting up against Labor Premier Peter Malinauskas, citing a desire to spend more time with family as a key factor in his decision.
AFL: Alastair Clarkson responds to Federal Court racism claims

Aug 7, 2024 | theaustralian.com.au | Ed Bourke |Greg Brown |Joe Kelly |David Rogers

North Melbourne coach Alastair Clarkson has claimed “legal eagles” derailed a potential resolution with former Hawthorn players as he awaits the chance to respond to allegations of racism in Federal Court. Clarkson said Federal Court proceedings would be a welcome opportunity to provide “context” to serious allegations against him and fellow former Hawthorn officials Chris Fagan and Jason Burt.