AI Impact Scenarios Australia

AI IMPACT: ADELAIDE Real Gross Value Added, annual % change

• Growth is the softest of the mainland capitals early in the horizon, near 1% in 2026, before building toward 2.4% as the AUKUS submarine program scales up and Australia’s productivity growth recovers more broadly. • Defence procurement provides a long, predictable demand pipeline that operates independently of the economic cycle: a slow start, but the most stable trajectory of any capital.

2025 2026F 2027F 2028F 2029F 2030F

S1: Upside - Expansion

2.0% 1.2% 1.7% 3.2% 3.5% 3.5%

S2: Baseline

2.0% 1.0% 1.2% 2.4% 2.4% 2.2%

S3: Downside - AI Bust

2.0% 0.7% -0.2% 2.6% 2.9% 2.6%

S4: Downside - Displacement

2.0% 1.2% 1.7% 2.9% 2.7% 2.3%

• As a result, Adelaide has a relatively narrow scenario dispersion.

Source: Cushman & Wakefield Research

Cushman & Wakefield

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