Strategic Assessment · Oil · Energy · Defence · Freight
One of the world's great energy exporters cannot reliably fuel itself: ~90% of refined fuel imported, the thinnest reserve in the developed world, on ships it does not own. How the exposure was built, what it costs, and the one path that ends it — cut the demand we can, make the rest at home.
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Strategic Assessment · Oil · Energy · ROI
Australia judged its fuel supply on one number — the calm-day price of a litre — and called it economics. Counting the whole ledger reverses the verdict: the ~$59 billion a year that leaves the country, the reserve, the risk, and what gets built at home all say producing fuel here is the cheaper path.
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Strategic Assessment · Defence · Export · Energy · Oil
The positive capstone of the series: because the war cannot be won, peace is the rational move — and the prize is a prosperous, neutral, united Asia-Pacific. The forward vision the defence case points to, and the peace dividend the $368 billion could build instead.
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Strategic Assessment · Defence · Export · Energy
$368 billion for the wrong capability, and the power to decide its use surrendered to Washington. The full bill in money, trade, friendships, sovereignty and the future it forecloses — costs that cannot be summed.
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Strategic Assessment · Energy · Defence · Export
The largest oil shock on record hit in 2026 and the world did not break — because China had spent two decades preparing. Security is built in advance, not bought in an emergency; a fraction of the AUKUS budget would fund the reserves and refining Australia lacks.
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Memo 26 · Export · Energy · Global Standard
Seven subsea multi-service corridors radiating from Australia, ~32,500 km combined. Conservative starting set, ASEAN Power Grid alignment, sovereign Australian industrial base.
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Memo 25 · ROI · Energy · Net Zero
1,000 GW of desert solar plus 40 GW of Alice Hub pumped hydro is the SBC mainstay.
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Memo 1 · Energy · Farming
The arithmetic of the SBC solar resource.
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Memo 5 · Water · Energy
Water from the north, stored in MacDonnell Ranges gorge pairs at 770 m head.
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Memo 13 · Energy · Export · Space
Why Australia is the answer the world is looking for.
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Memo 11 · Energy · The Plan
Comparing Australia’s energy futures: Rewiring the Nation, AEMO ISP, and the MMA continental grid.
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Memo 12 · Energy · The Plan
Why keeping the grid on coal while switching transport to EVs is the worst of all worlds for emissions and energy security.
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Memo 8 · AI & Compute · Energy
The nation that owns the water, the electrons, and the land owns the next twenty years of AI compute. Australia’s structural advantage. Twelve AI campuses across the continental corridors.
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Memo 9 · AI & Compute · Energy
How overnight temperatures in the central Australian desert convert AI compute waste heat into recoverable electrical power via Organic Rankine Cycle engines. Free coolant. Free generation.
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