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With a fire in the UK's sub construction facility & US sub production slowing, the only good news is that predictions of delay are apparently ahead of schedule....Meanwhile, a new Guided Weapons plan establishes two things: 1. Deterrence by Documentation, given the heavy weight of paper Australia can now bring to bear on itself & its adversaries - and 2. a shed CAN take 8 years to announce & build,
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The Grumpy Strategists analyse two big announcements - the $20bn Henderson shipbuilding precinct & a $7bn deal on missiles apparently wrangled by Delivery Minister Pat Conroy. They also get close to the bottom of the mysterious Offshore Patrol Vessel mystery, and come to terms with the digital world's new term of art: 'enshittification' and what lessons it holds about Australian Defence organisation outcomes. With thanks to The Little Black Book of Scams.
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The Grumpy Strategists discuss what Acceleration means inside the walls of Australia's Defence organisation. Defence Science 'accelerates' - with a bold plan to deliver by 2034 what it had committed to deliver by 2030. Blackhawk helicopter deliveries accelerate by slowing down. And submarine & Hunter frigate cost spirals keep on keeping on. Good news - US consultancy spend is up on subs, our Aussie cash is helping out. Oh, & there's some Army chat too.
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On the Grumpy Strategists' 1st birthday, Marcus and Michael assess the Army's new plan to get wet & find that the Army's focus is on its exquisite small force, with no plans for expansion during a war and with its new maritime strike mission yet to shift thinking from the traditional land battle role. And the Australian Sub Agency's new Corporate Plan is disturbingly full of circular logic but content free. That's bad for growing trust in the Agency to deliver, particularly when contrasted with the practical detail available on UK sub issues.
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Marcus and Michael catch up on news about makin' missiles, assess whether the secret to change in Defence is a cashed up billionaire, andare bemused by the new 'Schedule is King' for everyone but Defence itself. They wrap up with F-35Bs, now that the Army is taking itself littorally.
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SAA's Marcus Hellyer and Michael Shoebridge cover the Australian Army's tank gap, the Navy's celebration of missile test firings, and the fact free Frankenstein imagery on AUKUS subs out of Navy officials lately. The episode ends with animal-based analysis of the US elections and what the Trump-Vance or Harris-Walz options might mean for Australia.
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Episode 1 of the Great Debates -on topics in Australia that need discussion but are reduced to shouting matches from inside closed bubbles. Green shirted Marcus is Mr Renewables and black suited Michael is the pro-nuclear Darth Vader of the episode. Listen to hear if a civil chat about radioactive waste, windfarms and Australia's energy mix is possible.
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In Episode 22, Marcus and Michael discuss the US election & the alliance post debate and failed assassination, before covering Ukraine military assistance and the alternative realities in Australia's contribution to Ukraine and our own defence. The episode ends with the strange case of the alleged Russian signaller spy and the failed $160m vetting project that might have helped catch them earlier.....
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SAA's Marcus Hellyer talks with Rob Kremer, Kinexus' Director and Defence Sector lead about defence industry prospects and pressures. Rob puts the workforce demands by Defence into a wider economic and societal perspective to set out effective strategies for government and companies. Australian cities have quite different skills concentrations and demographics that flavour the necessary approaches.
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The Grumpy Strategists outline the structural consequences for the Air Force from the new permanent spend on ships & subs in the Defence budget. They cover another structural issue damaging Australia's security - the growing secrecy and lack of accountability of the Defence bureaucracy at a time of record spending. Disturbingly, a new Parliamentary committee that should help seems set to result in more secrecy & less public knowledge.
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The Grumpy Strategists look at the emerging cult of AUKUS & its faith-based arrangements. They also set out who is going to win the US election using very dubious 'psycho social analysis' from Michael, and end discussing crawling, walking & running when it comes to human development & the comparatively stunted speed of development of Australia's domestic guided weapons enterprise.
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The Grumpy Strategists set out practical ways that the plans for keeping Australia's Collins class subs operating might need to change to enable the AUKUS Virginia class subs to be brought into Australian service. They also set out the deep flaws in the new 'Safeguarding Australia's Military Secrets' law - a badly crafted bureaucrat's dream, but a disaster for anyone wanting a career after the military or service in Defence. We may have needed a permit for this episode to avoid jail. Under the new law, it's hard to tell.
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Michael Shoebridge talks with Paddy Gregg, CEO of Austal, about the company's history as a builder of commercial and military vessels for decades now. We discuss its stocked up order book both here & in the US, and the future, including Australia's general purpose frigates. Austal USA is making command modules for US Virginia Class submarines and is the biggest revenue earner for Austal, while at Henderson, Austal is ramping up fast with landing craft orders. Hanwha's bid is covered, with Paddy giving his perspective as the CEO of a publicly-listed company.
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In Episode 18, the Grumpy Strategists look at the challenges, contradictions and half truths the numbers in the 2024 Defence Budget reveal. The headline early $5.7 billion turns out not to turn up until mid-2027. Plans for acquisition are likely to fail because of unachievable targets, and the workforce crisis is worsening - meaning Australia's military just won't have the people it needs to operate what it buys. The episode ends with analysis of AUKUS sub crewing plans revealed by a US official. Spoiler alert: the Collins subs look like having an early end & Australian submariners are being 'utterly and completely' integrated into 25 US subs well before 2032.
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In Episode 17, Marcus Hellyer and Michael Shoebridge assess the foundations of defence minister Richard Marles' new National Defence Strategy, looking for clarity and focus that the welter of priorities, tasks and categories doesn't provide. Instead of Australia's military having 'impactful projection', the cuts to missile defence make Australia a likely victim of 'impactful reception'. It turns out the strategy's accompanying $330bn investment program is budget, not strategy, driven.
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The Grumpy Strategists assess the state of public decision and policy making in Australia: the damaging path of 'profound' and "transformative' policies that aren't; the distracting symbolic political value of AUKUS, with numbers so large - $368 billion - they make other large decisions look trivial - and the now alarming gap between rhetoric and reality.
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From a small sporting shooting goods supplier in 1973, NIOA Group has grown to be a major munitions and weapons supplier to Australia's military and law enforcement organisations. Robert Nioa talks with SAA's Michael Shoebridge about the last 28 years building an Australian prime with industrial heft. They discuss how Australia's strategic environment and new partnerships like AUKUS provide the direction to NIOA's business, along with its deepening commercial connections into the US and with capable Australian and international partners.
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The Grumpy Strategists cover US budget cuts from 2 to 1 sub in its 2025 budget, the UK Parliament's report on the UK's failing nuclear reactor program, with Australia choosing this moment to give the UK $4.6bn for AUKUS sub design & nuclear reactors, the US delay into the 2040s to its SSN(X) sub - and the black comedy (for Australians) from the French sub Australia paid $4bn to develop but then cancelled winning the Dutch submarine competition.
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In 12 years, Adam Gilmour has grown Gilmour Space to be able to design and build its own space launch rockets, satellite buses to carry users' payloads & now is running his own space launch facility in Queensland. He talks about the business principles that let Gilmour Space thrive & move fast, and why sovereign launch and space capacity matters to Australia's security.
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Grumpy Strategists Marcus Hellyer & Michael Shoebridge have waded through the Australian Government's new Defence Industrial Development Strategy's 114 pages so you don't have to. The news is bad - the strategy will undermine Australian companies essential to our military power and to operating our military during a time of conflict, while increasing Australia's dependence on big foreign firms who will struggle to meet their home governments' needs.
- Se mer
