Australia's construction book is split the other way from a housing bust. In the June quarter 2026, seasonally adjusted chain-volume construction work done was $82,515.9 million, down 2.1 percent on the quarter and up 2.7 percent on the year. Building work was $45,843.7 million, up 1.3 percent on the quarter and 10.0 percent on the year. Engineering work was $36,672.2 million, down 6.0 percent on the quarter and 5.1 percent on the year.
abs.gov.au
Dwelling commencements rose. Total dwelling commencements rose 7.0 percent to 52,201 in the June quarter 2026. New private sector houses rose 11.6 percent to 31,707. New private sector other residential fell 0.1 percent to 19,126. On the original count, 248,733 dwellings were under construction.
abs.gov.au
The trade layer is the scale node past the head contractor. Construction services income was $248 billion in 2022-23. Building construction income was $217 billion. Heavy and civil engineering income in the same table was $103,519 million. Total construction income was $568 billion, and the industry employed 1.3 million people.
abs.gov.au
Fabricated iron and steel articles are the China-heavy materials book. China was 45.8 percent of 2024 Australian imports of HS 73 by value. That share is calculated from China's $3,339,137.03 thousand and the world total of $7,283,846.87 thousand. Indonesia was 11.4 percent, calculated from $833,460.87 thousand. Indonesia keeps shipping.
wits.worldbank.org
Photovoltaic and diode imports are a separate China concentration. China was 91.2 percent of 2024 Australian HS 8541 import value, calculated from $830,359.51 thousand of a $910,054.53 thousand world total. The series mixes photovoltaic cells and modules with other diodes, transistors, and similar devices. It is not a pure solar-module line.
wits.worldbank.org
The public buyer is a five-year pipeline, not a monthly housing print. Infrastructure Australia's Major Public Infrastructure Pipeline is $242 billion across 2024-25 to 2028-29. Transport is $129 billion. Buildings are $77 billion. Utilities are $36 billion.
infrastructureaustralia.gov.au
The short-horizon price analog is one quarter. In the September 2021 quarter, house construction input prices rose 4.0 percent, and steel products rose 13.1 percent. Over the twelve months to September 2022, building construction prices rose 12.8 percent. The 12.8 percent figure is not the 90-day band.
abs.gov.auabs.gov.au
Taiwan is not a named partner on the fetched 2024 HS 73, HS 72, or HS 8541 extracts. Other Asia, nes on the HS 72 extract is not a Taiwan line. No fetched page prints a Taiwanese share of Australian building controls, drives, or HVAC electronics.
wits.worldbank.orgwits.worldbank.orgwits.worldbank.org
Work done is already moving in opposite directions. Building was up 10.0 percent through the year to the June quarter 2026, to $45,843.7 million. Engineering was down 6.0 percent on the quarter, to $36,672.2 million. Residential building work was $27,867.1 million, up 1.7 percent on the quarter and 9.1 percent on the year. Non-residential building was $17,976.6 million, up 0.5 percent on the quarter and 11.5 percent on the year.
abs.gov.au
The dwelling pipeline is rising into the shock. Commencements were 52,201. Completions were 47,168, up 5.8 percent. Private new house completions rose 1.4 percent to 27,039. Private new other residential completions rose 13.9 percent to 19,018. There were 248,733 dwellings under construction on the original count, of which 95,447 were new houses and 152,264 were new other residential.
abs.gov.au
A China stop removes the largest fabricated-article supplier and leaves a named second source. HS 73 world imports were $7,283,846.87 thousand. China was $3,339,137.03 thousand. Indonesia was $833,460.87 thousand. The United States was $345,101.90 thousand, Germany $265,964.91 thousand, India $246,636.07 thousand, Vietnam $186,689.83 thousand, Malaysia $178,786.54 thousand, Thailand $169,409.91 thousand, and Japan $145,972.13 thousand. Unspecified was $389,407.24 thousand and has to stay visible. Indonesia, the United States, Germany, India, Vietnam, Malaysia, Thailand, and Japan keep shipping.
wits.worldbank.org
Mill iron and steel, HS 72, cannot be given a clean China share. World imports were $2,100,009.39 thousand. Unspecified was $921,216.72 thousand. China was $391,301.91 thousand. Korea was $120,483.41 thousand. Other Asia, nes was $88,858.95 thousand. Vietnam was $79,439.53 thousand. A China share of the world total calculated as 391,301.91 divided by 2,100,009.39 is 18.6 percent, and it is not usable as an origin share while unspecified is larger than China. Other Asia, nes is not Taiwan.
wits.worldbank.org
Solar and semiconductor-device imports are the sharp China exposure. HS 8541 world imports were $910,054.53 thousand. China was $830,359.51 thousand, a calculated 91.2 percent. Singapore was $16,595.83 thousand and Germany was $16,311.99 thousand. Those two keep shipping, and they are small next to China. The code is not modules alone.
wits.worldbank.org
Public demand does not pause with engineering work done. The Major Public Infrastructure Pipeline is $242 billion over 2024-25 to 2028-29, up 14 percent on the prior outlook. Transport infrastructure investment is projected at $129 billion, 53 percent of the pipeline. Buildings are $77 billion, 32 percent. Utilities are $36 billion, 15 percent, and the report says utilities investment has more than doubled. Transmission, solar, wind, and pumped hydro are a $163 billion pipeline over the same five years.
infrastructureaustralia.gov.au
Labour is already short for that pipeline. As of October 2025 the infrastructure workforce was 204,000. The estimated shortage was 141,000 workers. A China stop does not add those workers.
infrastructureaustralia.gov.au
Domestic fabrication is the onshore substitute and it is already under import pressure. Infrastructure Australia says the sector has 42,000 jobs and $18.7 billion of sales, and that imports have been offered at up to 50 percent cheaper than local producers can viably offer, with import volumes growing by 50 percent. Those two 50 percent figures are the report's words. They are not a 2024 HS share.
infrastructureaustralia.gov.au
Wave 1 cyber risk is the infrastructure the pipeline is building, not the trade invoice. ACSC's Volt Typhoon fact sheet says Australian critical infrastructure could be vulnerable to similar PRC activity to the pre-positioning described against U.S. critical infrastructure. A port or grid outage stops Indonesian steel articles as well as Chinese ones.
cyber.gov.au