Strategic Assessment · Defence
Every facility, every maintenance tier and every waste stream a nuclear submarine requires, in four tables. What Britain and America actually run, and what Australia has announced. Fourteen rows read “not announced”.
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Strategic Assessment · Summary
The twenty largest documented holes in AUKUS, in plain terms, drawn from the register of 175. The plan answers the wrong question, it cannot be delivered, its consequences cannot be undone, and none of the checks Australia normally applies was applied to it.
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Strategic Assessment · Data
A data memo. How many ships, carrying what, through which strait, and for whom — for the nine economies that share this water.
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Strategic Assessment · Defence
A living register. One hundred and eighty-four documented holes so far, numbered by category, weighted structural, material or noted, and each one separately expandable. All twenty categories published.
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Memo 34 · Manufacturing · Energy · AI & Compute
Gas turbines are sold out to 2031, three firms hold 75 per cent of the HVDC cable market, and east coast gas is projected into structural shortfall from 2027. Australia cannot buy its way to the front of any of those queues. It can build what it can manufacture — including the engines every developer is now reaching for.
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Strategic Assessment · Energy
106,301 PJ of reserves, 83 per cent exported, three grids that do not touch, and no connection to PNG. The fault is not supply — it is that no national gas network was ever built.
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Strategic Assessment · Defence
Three thousand years of siege history against two defence policies. Athens lost with its walls intact; Japan lost with a first-rate navy. AUKUS and AUASIA measured against the eight parts of a castle.
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Memo 33 · Energy · Electricity
An explainer. Supply must equal demand every five minutes. No power station has ever surrendered a carbon credit. What is retiring coal is the loss of daylight running hours to solar — and where governments have stepped in, they have paid to delay closures.
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Memo 32 · Energy · Net Zero
An explainer. 219 industrial facilities get an annual CO₂ cap, cut 4.9 per cent a year, and stay inside it by handing in credits produced elsewhere. What the scheme covers, which projects it funds, how much, and where the money ends up.
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Defence · Law of the Sea
The companion proposal: share the sea, don’t divide it — a 150 km national band, a shared Union Zone divided by each nation’s frontage on the border, and the founding step of an Asia-Pacific Union.
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Defence · Law of the Sea
An information memo on the South China Sea, ten years after the 2016 ruling: six nations’ overlapping claims, eighty years of history, what the ruling did and did not settle, who holds what, why the sea matters so much to China, the ongoing incidents, and why every attempt at a deal has failed.
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Strategic Assessment · ROI · Super
AustralianSuper just sent another A$500 million to build India’s infrastructure. More than half of Australia’s A$4.4 trillion retirement pool now sits offshore — funding America, Britain and India. Meanwhile foreign state funds own much of our grid, ports, farmland and industry. Why our own savings aren’t building our own nation — and what legislation could do to bring the money home.
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Strategic Assessment · Defence · Pacific
Australia’s new Pacific treaties are built to lock China out — almost every one carries a clause giving Canberra a veto over the partner’s third-party security ties. A one-pager on the pattern, the wording that fuels division, China’s competing offer of development, the economic self-harm of walling out our number-one trading partner, and why MMA’s defence strategy chooses unity, not division.
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Reference · Defence · Treaties
A plain-English register of every defence and security agreement Australia has signed — alliances, Pacific security treaties, access pacts and multilateral frameworks — with a connections diagram and a detailed explainer. From ANZUS and AUKUS to the PNG Pukpuk Treaty, Tuvalu, Nauru, Japan, the UK, Germany and Indonesia. An information document, not an argument.
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Strategic Assessment · Defence · Manufacturing
The AUKUS plan asks Australia to build its first nuclear submarine as a new, unfinished three-nation design — enlarged beyond its parents, in a yard that does not yet exist — while the US cannot build the boats it already owes and the UK’s fleet sits idle. The engineering and build plan, and everything it asks to go right.
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Strategic Assessment · Oil · Energy · Defence · Freight
Part 2 of the pair: every method of replacing an imported litre — electrification and the diesel rebate, biodiesel and renewable fuels, our own oil and modular refining, gas, coal and renewables converted to liquid fuel, the reserve, and the export leg.
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Strategic Assessment · Oil · Energy · ROI
Part 1 of the pair: where Australia stands — about 90% of refined fuel imported, a record import quarter, an import bill above the nation's entire LNG export income — and the Government's response, measured against what each measure actually does.
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Strategic Assessment · Defence · Export · Energy · Oil
Because a regional war cannot be won, peace is not a hope but the only rational move — and the prize is a prosperous, neutral, united Asia-Pacific. The positive capstone of the defence series: the game theory, self-reliance as real security, a union of sovereign neighbours, and the peace dividend the $368 billion could build instead.
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Strategic Assessment · Summary · Defence · Export · Energy
The case in brief, on one page — where Australia stands, and the path forward. The front door to the five defence memos, and the case for a self-reliant, neutral Australia helping build a peaceful, united Asia-Pacific.
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Strategic Assessment · Defence · Export · Energy
$368 billion buys the wrong capability for the threat that decides the country — and surrenders the power to decide its use. The full bill in money, trade, friendships, sovereignty and the future it forecloses: a stack of costs that cannot be summed, the heaviest carrying no dollar sign.
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Strategic Assessment · Summary · Defence · Export · Energy
The five-page summary of the full assessment — every cost of AUKUS with its estimate and worst case, on one page: money, trade, friendships, sovereignty, the wrong direction, and lives. The full case is one click away.
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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 to absorb one. By cutting its own imports and drawing on reserves instead of competing for scarce cargoes, China kept the global scramble from forming and carried an unprepared Australia through. Security is built in advance, not bought in an emergency: redirecting a fraction of the AUKUS budget would fund the reserves and refining Australia lacks.
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Strategic Assessment · Defence · Oil · Export
Blockade and wait: the Asia-Pacific war scenarios. The West arms for an invasion of Taiwan — the least likely option. The rational strategy is a blockade, won by whichever side endures a sea-lane shutdown longest. The 2026 Strait of Hormuz closure proved it: China nearly halved its oil imports and rode it out while the import nations paid. A regional war cannot be won — so build the nation, unite the region, make friendships and de-escalate.
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Memo 31 · Defence · Oil · Export
A net assessment of Australia's war plan. Submarines and warships answer the wrong war — the contest that decides Australia is a blockade, and its fuel reserves and food supplies run just-in-time. Even if the United States wins a war with China, Australia and the whole Asia-Pacific lose it. The plan that passes the test is not a forward fleet; it is armed neutrality built on supply sovereignty and denial — a uniter in its region, not the anchor of one side’s war.
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Memo 30 · Water · The Plan · ROI
Every southern mainland state plus south-east Queensland is committing to desalination as the answer to a structural water deficit by 2050. Aggregate state desal trajectory: $185–337 B over 20 years for 540–1,200 GL/yr (2–5% of 2050 demand). MMA continental water network: $65–133 B total capex, 30,000 GL/yr (~100% of 2050 demand), plus five tiers of productive value.
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Memo 27 · Manufacturing · Export · Defence
The subsea corridor delivery industry uses Australia's AUKUS-foundation manufacturing hub, shared with the MMA land corridor programme. Eight capability streams — cable manufacturing, vessel construction, heavy fabrication, marine workforce, converter stations, subsea connectors, survey and ROV services, pipeline-laying — with named consortium partners. Cross-use between land and subsea programmes delivers 95% sovereign content at programme scale.
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Memo 26 · Export · Energy · Global Standard
Seven subsea multi-service corridors from Australia. Each corridor carries HVDC electricity and fibre by default; gas integrated on PNG–Karumba, hydrogen and water added where destination nations require them. Services supplied on separate spools and joined into the corridor by the cable-lay vessel as it installs. One corridor, one install, multiple services — anchoring a 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 MMA mainstay. The cheap electricity retires the domestic transport and electricity sectors, displaces coal generation across the Asia-Pacific via HVDC export, and delivers Australia’s 2030, 2035, and 2050 emissions targets. Plus the MMP billion-tree sequestration policy. Combined global emissions impact ~730–910 Mt CO2/yr at maturity.
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Memo 24 · Global Standard · Export
The case for a productised global standard for continental infrastructure, jointly authored by Japan and China through the MMA Consortium and deployed first in Australia. Apollo-Soyuz at continental scale: sovereignty in trainsets, cooperation in track. The 24-month window before commercial maglev deployments close it.
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Memo 23 · ROI · Manufacturing
The GDP arithmetic of MMA programme. Tier 1 + Tier 2 outcomes summed at maturity. The path from current Australian GDP to a continental-scale productive economy by 2050.
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Memo 22 · ROI · Manufacturing
The expansion of the Australian workforce to 1.25–2.36 million new direct jobs across MMA construction, corridor towns, agrivoltaic farming, AI compute, and skilled migration. The plan for work in the age of automation.
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Memo 21 · ROI · Defence · Oil
The counterfactual. What Australia commits to spending if MMA does not exist — transport, defence, water, energy — and what that fragmented spend actually delivers compared to the integrated MMA programme.
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Memo 20 · ROI · The Plan
The three-tier revenue framework. Tier 1 direct MMA revenue (freight, maglev, HVDC, water, AI, carbon). Tier 2 enabled outcomes. Tier 3 cascading uplift. Every figure with provenance.
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Memo 19 · ROI · The Plan
Phase-by-phase capital cost of MMA programme. Phase 0 spine $138–257B, Phase 0 spurs $203–381B, Phase 1 continental corridors $147–241B, Phase 2 $98–164B, Phase 3 $98–164B, Alice Hub $65–133B. Every assumption named.
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Memo 18 · Defence · Freight · Oil
The largest defence outcome of the next decade is not the AUKUS submarine programme. It is the continental infrastructure that gives Australia transport fuel sovereignty and resilient supply chains.
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Memo 17 · Passenger · The Plan
Why maglev, not high-speed rail. Speed, grade tolerance, capital cost, operational cost, and the productised viaduct that makes it deployable at continental scale.
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Memo 16 · Passenger · Cities
Single-leg maglev viaduct, 133.2 km across the Watagan Ranges. Newcastle–Sydney in 18 minutes direct. The cleanest application of the productised platform method.
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Memo 15 · Water · Cities
Why east-coast desal capex is building the wrong solution. Cost per GL, energy intensity, brine disposal, and what the same money builds via the Sovereign Aqueduct Network.
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Memo 14 · Water · Farming
Turning wasted monsoon water into national water security. 30,000 GL/yr from the northern catchments. Big Bertha trunk to Alice Hub. Gravity distribution south. The continental water transfer.
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Memo 13 · Energy · Export · Space
Why Australia is the answer the world is looking for. Land, sun, water, geographic position, political stability. The structural case for Australia as the renewable power exporter of the Indo-Pacific.
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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. The arithmetic of why continental renewables must come first.
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Memo 11 · Energy · The Plan
Comparing Australia’s energy futures: Rewiring the Nation, AEMO ISP, and the MMA continental grid. Cost, timing, reliability, and which delivers a sovereign Australian electricity system.
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Memo 10 · Space · Export
Australia’s case for a world-class inland heavy-lift launch site. Geographic latitude, MMA freight access, sovereign manufacturing supply chain, and the Indo-Pacific position.
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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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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 7 · Passenger · The Plan
Direct technical comparison of MMA Phase 0 multimodal viaduct against the High Speed Rail Authority proposition. Speed, capacity, cost per km, BCR, and what each delivers per dollar of public spend.
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Memo 6 · Manufacturing · The Plan
The MMA is a re-industrialisation engine disguised as infrastructure. 95% sovereign content. 58,000 direct jobs. 400–600 new Tier-2 and Tier-3 businesses. A 20-year order book.
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Memo 5 · Water · Energy
Water from the north, stored in MacDonnell Ranges gorge pairs at 770 m head. 40 GW pumped hydro on demand. 16,000 GL, ~30 TWh, 32-day sovereign energy reserve. The central node of the Sovereign Aqueduct Network.
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Memo 4 · The Plan · Cities
The HSRA wants $55–90 billion for 191 km of coastal HSR (60% in tunnel). The Phase 0 spine runs inland, almost entirely above existing road and rail corridors. Air-rights via lease, not strip acquisition.
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Memo 3 · The Plan · Freight · Oil
Australia depends on diesel trucks for freight; imports 80–90% of refined fuel; runs one vulnerable rail line each to Perth and Darwin. Six Sovereign Build Corridors. Every Australian port and airport on the network.
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Memo 2 · Freight · Passenger
The May 2026 cancellation of Inland Rail's northern half. Rail freight collapsed from 28% to 2% over a generation. The MMA Phase 0 corridor with seven east-coast spurs is the plan that exists.
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Memo 1 · Energy · Farming
The arithmetic of MMA solar resource. 1,000 GW on 2.6% of the four Solar Regions, producing eight times Australia's electricity demand. One region alone could host 4.5 TW. Land is not the constraint.
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