The Grumpy Strategists

Strategic Analysis Australia
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Mar 26, 2024 • 26min

Subs, Subs, subs - 5 big events in the undersea world of AUKUS submarines

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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Mar 14, 2024 • 20min

Grumpy Strategists Makers Series Episode 2 - Gilmour Space

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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Mar 8, 2024 • 27min

The dangerous new Defence Industrial Development Strategy - jarringly out of step with our world

Critique of the Australian Government's new Defence Industrial Development Strategy by Grumpy Strategists Marcus Hellyer & Michael Shoebridge. Discussion on undermining local companies, increasing dependence on foreign firms, and lack of industry engagement. Exploration of national sovereignty, crisis response, and the importance of a strong domestic defense industry. Emphasis on self-sufficiency during conflicts, challenges faced by Australian defense companies, and the need for innovation and support for local industries.
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Feb 28, 2024 • 26min

Grumpy Strategists - The Makers' Series Episode 1

This new Grumpy Strategists series talks with makers & leaders in Australian industry who are key to our security. Tom Loveard, the Chief Technology Officer and one of the founders of C2 Robotics is our guest. He tells us how 25 years of hard work & research has given us the 'overnight breakthrough' that is the Speartooth long range undersea unmanned vehicle. It can be made in thousands & available well before 2030 - which would start to give the Australian military mass relevant to the huge Indo Pacific.
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Feb 22, 2024 • 28min

A new plan for Australia's Navy - money, frigates & floating missile trucks, but no lessons from the Black or Red Seas

SAA's Grumpy Strategists review the Australian Government's "Enhanced Lethality Surface Combatant" Plan, which resurrects the 1990s habit of getting stuff 'fitted for but not with' key elements. It means new ships for a navy in desperate need of them, but creates more budget and personnel pressures for a defence organisation already dealing with unaffordable existing plans.
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Feb 2, 2024 • 29min

2024 with a bang: Escalating war with de-escalating words, May budget expectations & broken disposals

The Grumpy Strategists look at the escalating conflict in the Middle East, the expectations the Albanese Government's reviews and delay have built up for the May Defence budget, and what could replace Defence's broken 'disposal strategy' in an era of wars of necessity.
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Dec 31, 2023 • 36min

The Christmas-New Year Edition - indicators and warnings for the Defence Force - and a Christmas gift to a troubled department

In Episode 10, SAA's Marcus Hellyer and Michael Shoebridge discuss the indicators and warnings about the state of Australia's military coming out of the decision to not provide a warship to the multinational mission to the Red Sea, and the shortfalls in the Australian Army's ability to deploy shown by the assistance to the North Queensland floods. The extraordinary growth in staffing and spending in the AUKUS subs project team in Australia that's already happening provides a further warning of the growing pressures on Australia's military budget and force.
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Dec 9, 2023 • 37min

Episode 9 - 2024: global elections bring a fragmenting world, investing everywhere but into Australian industry, and those pesky proposed export controls

SAA's Marcus Hellyer and Michael Shoebridge look at the implications of elections from Taiwan, to India, Indonesia, the Solomon Islands, Poland and across the EU for collective action on everything ranging from climate change to China policy and the war in Ukraine. They show why Australia's Future Fund has invested $600m into defence industry everywhere but the autocracies and here at home, and end with a dive into the practical impacts of Australia's proposed new export controls.
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Nov 20, 2023 • 27min

AUKUS own goals - Australia's new draft export controls

"It looks like Australia just gave up its sovereignty and got nothing for it': This episode focuses on the proposed new Australia law that's meant to make innovation happen under the AUKUS partnership, but instead seems guaranteed to kill innovation and ensure even higher barriers to doing business with Defence. Forget working with anyone but the Anglosphere - so the hugely powerful creativity of Japan and South Korea isn't part of this disastrous - proposed - plan. It's permits for everyone.
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Nov 13, 2023 • 33min

The Travel and Accountability Edition: Tuvalu, leadership failure & the Hunter frigates, and the B-21

Australian PM Albanese's world tour ends with a bright spot in the South Pacific. An internal review of the Australian Defence Department's advice and it's compliance with financial and administrative rules shows deep leadership failure at the highest level. And the B-21 as an alternative long range strike platform for Australia.

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