The Grumpy Strategists

Ukrainian Ambassador Vasyl Myroshnychenko speaks with a grumpy strategist about his path from business to diplomacy, & the surreal experience of families - including his - like fighting in the Russian military during WW2 & now fighting against Russian invaders in their homeland. They cover connections between the war & our part of the world - North Korea and China's direct support to Russia & also Russia's efforts to grow its military relationship with Indonesia. The episode sets out the value of a new partnership on military and industrial cooperation between Australia and Ukraine. Ukraine needs support but is also now a source of military technical advantage.

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.

One Grumpy Strategist talks with Beaten Zone Ventures boss Steve Baxter. They set out Steve's journey from the Army to business success in the tech world, to now running an outfit all about investing in smart Australian companies making the best defence tech on the planet - for everyone but Australia....Changing that could be as simple - but big - as adopting the Ukrainian military's almost gamified 'Brave1' model - a market-based program that has soldiers using an online shop and tokens earned by destroying particular Russian systems. Delegation, empowerment and speed brings results.

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.

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.

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.

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.

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.

Marcus calls into the Grumpy Strategists' Brindabella bunker with unwelcome news on more diesel supplies. After this disappointment, the Grumpies ponder the mystery of the Gulf War - a war without belligerents. Everyone is telling their populations that they are not at war, just engaged in military operations or acts of 'collective self defence'. Here in Canberra, PM Albanese has to remember which side of his mouth he's speaking out of - the quietly supportive "I sent a Wedgetail and I know the US military loves it" side for Washington, or the "Australia has no part in this unpopular war we're just helping our good friend the UAE" side when talking to the Australian people. Then they discuss the paralysis in Australian force structure planning and the contribution that "bipartisanship" on defence policy is causing, right when both major parties are increasingly on the nose.

Well, despite the great news from Energy Minister Chris Bowen that Australia faces no energy crisis other than silly unwashed Australians panicking, the Iran War has already created a global energy crisis even if it stops now. That's less about whether the Strait of Hormuz is open and more about the broader damage already inflicted on Gulf infrastructure. Marcus journeys to Oodnadatta to pick up some premium diesel bargains - without any sign of panic.Taking a break from the War gives space to admire honorary Kentucky Colonel Richard Marles' (who is also probably still Australia's Defence Minister) latest masterclass in not answering questions: a new Personal Best from the Colonel is 11 questions, 13 deflections and zero answers. Super Bowl stuff.Then the Grumpies dive into the picture for Australia's AUKUS submarines from data about US and UK partners' actual experience maintaining and operating their nuclear subs. Best case for Australia is after 30 years (when Australia gets 8 submarines) we will be able to consistently deploy 2....Hmmmm.

President Eisenhower's 1961 farewell address warning of the US Military Industrial Complex echoes in Canberra today - but with industry and products replaced in the Canberra version by advisory services, post-career consultancies and invoices.Marcus and Michael discover that biofuel brewing isn't so easy even in a fuel crisis. Feedstock like the National Anti-Corruption Commission's (the NACC) indigestible and philosophically inventive 445 page report into the huge Robodebt scandal proves toxic enough to break the process.And the Grumpy Strategists attend another funeral of a fallen warrior for accountability and transparency when it comes to the $billions spent on Australia's faltering military - the now deceased but invaluable Major Projects Report, killed quietly by a Parliamentary committee that should know better. A new secret Parliamentary committee is apparently the antidote. But anyone who expects Defence's poor performance to improve because it talks to a few well-disposed politicians in a dark room is probably suffering from exposure to the NACC's report..It's a lengthy episode but an important one for anyone interested in how the Canberra bureaucratic machine's most senior levels engage with our political leaders - and keep doing so after both the politicians and the senior Mandarins have left their official roles. It's also a depressing story of comfort zones and single sources of advice that often turn out to be wrong.The latest effort from the now embarrassing National Anti Corruption Commission will be reassuring to anyone who thinks things are peachy - like, say, a former or current Canberra Mandarin. But not to anyone who cares about Australia's security, public services or future.

Marcus and Michael get serious about biofuel, with a novel feedstock straight from Defence's Russell Offices. They look at the rapidly expanding Iran War, with multiple US partners getting pulled into a messy patchwork, all desperately trying to quarantine their roles into a defensive effort. They explain the Australian policy to ensure no ADF personnel are involved in attacking Iran, even when they are (hint: closing eyes at critical moments helps). The missile supply issues have intensified, with US production being diverted to the war and other forces' orders being delayed - probably by years. Despite the war apparently being way ahead of schedule, Iran's attacks are continuing, Israel is evacuating citizens away from Hezbollah drones, and US diplomats are leaving Saudi and Turkey. The episode ends with a capability roundup for Australia - pricey Peregrines, artisanal K-9s, maritime precinct sketches and broken submarines.

Marcus and Michael reflect on their wisdom in modifying the Grumpies bunker to hold thousands of litres of diesel and 8 pallets of tinned tomatoes, as the war escalates in the Middle East. They set out three scenarios for the outcome and only one of them - the least likely (spoiler, it involves rose petals and cheering crowds)- is good. Then it's on to examine the desperate contortions of US allies - notably the UK's Keir Starmer and our own PM Albanese, and ministers Marles and Wong - to avoid thinking or talking about our major ally assassinating foreign governments as a new normal. It turns out assassinating people is okay if they are 'bad guys'. And, luckily, we were kept in the dark until afterwards. Phew.

Marcus goes diving to try to find rock bottom in Australian political discourse, but has to come up for air. He at least found the curious case of a Canberra cafe that police found had put up satirical posters & hosts live music (What have we come to as a people???). No arrests or jail time yet....Then it's back to the undersea world of AUKUS progress and the far more concrete, rapid momentum behind Chinese nuclear powered - and armed - submarine production. They managed to build a new shed and other facilities in 3 years (not 16) and seem to have completed 11 nuclear submarines since AUKUS was announced. Ouch. On the Xi Jinping downside though, the riskiest job in the Chinese military turns out to be one he promoted you into: Xi's purges are expanding in his later years in power, and even seasoned Pekinologists are confused.

The Grumpy Strategists boggle at the sheer chutzpah of PM Albanese and State Premier Malinauskas announcing as a triumph spending $30 billion & taking until 2040 to build submarine construction sheds (not actual submarines). At least the premier had the honesty to say the biggest beneficiaries weren't Australians worried about security, they were the South Australians who are to receive this firehose of taxpayer cash. He's right to be boggled. Meanwhile, Australia's leaders across the spectrum from Labor, through the Coalition into One Nation land are outdoing each other in expressing their fear about the potential return of 34 women and children from camps in Syria, while clamping down on the evil of immigration. It's bad form to notice that our health system - and many other industries - depend on migrants....

The Grumpy Strategists pan for gold in 234 pages of dense, incoherent Government paperwork setting out the Albanese Government's revised plans for our nation's defence, and find some rather smelly nuggets. About $3.2 billion dollars is being brought forward to be spent earlier than planned - with a $1.2 billion chunk on more bills for those still distant AUKUS subs. But the overall Defence budget for this next 4 years is being cut by $2.6 billion. Mr Albanese may have smiled at US President Donald Trump, but he's stood strong against pressure to grow defence spending and got Treasury's razor gang in. Canadian PM Carney might make rousing speeches at Davos opposing the Trump Administration, but Mr Albanese acts. It's a great day for independent middle powers! Oh, and the Defence bureaucracy finds a way to insult King Charles.

The Grumpy Strategists look at the recent 'historic" plan for Australia's Defence real estate (okay, a shameless Government asset sale of historic sites to perhaps produce a one-off cash dribble that will be sucked into the AUKUS sub & Hunter frigate budgetary black holes.....). Metrics show the value of this deceased estate approach to Defence properties: flogging off most of the places Defence actually makes contact with Australians in urban areas may provide enough cash for two "Hegseths" - those $1 billion AUKUS suitcases Richard Marles travels with - or pay for 1/5 of a Hunter frigate. Hmmm. The upside is a joint venture for a tasteful new 112 storey bunker. Then it's a dive into the implications for Australia from the marked strategy shift the US has taken between the Oct 2022 & Jan 2026 National Defense Strategies, & a look at the Pentagon's disgraceful disregard of Mr Trump's recent complete and total obliteration of Iran's nuclear program: by gathering forces to....obliterate Iran's nuclear program. It's so hard to get good help.

Marcus & Michael pull together a deal Australian PM Albanese can offer to his great & powerful pal, US President Trump, at his first meeting of the Board of Peace, with lessons in Trump-management even for Vladimir Putin. They review the Australian Government's cunning formula on US actions in the world - 'I don't intend to provide a running commentary on American policy' - and assess how well this text will work as the basis for Australian strategy in the new National Defence Strategy. Then it's a look at US Navy plans to double down on the failed concepts behind both the Zumwalt class warships and the Littoral Combat Ship, before the episode ends with some good news about Australia & renewable power.

What's in a name? The Trumpy Strategists Bunker showcases the direction of Australian policy in 2025, while the Grumpies ponder MAGA tensions from Turning Point USA to Susie Wiles' cry for help in Vanity Fair. On bigger issues, Marcus & Michael look at the responses so far to the murderous Bondi attack, search for highlights in Australian military capability programs and look over the big policy takeaways from 2025. US self harm & a Beijing happy not to interrupt are prominent. Despite impending Christmas feasts and further Aussie cricketing glory, 2025 is ending with disturbing directions.

Well, well, well. the Pentagon's AUKUS review is out - well, actually under lock and key, but apparently its' great news that is about "strengthening" AUKUS. Hard to know how something that was flawlessly on track could need or be strengthened....Australian & US defence and foreign policy heads met in a steamy AUSMIN meeting leaving the rest of us in the dark while they got close. Meanwhile, the jarringly self-congratulatory grievance filled US National Security Strategy is out, bringing back the 19th Century idea of spheres of influence, this time for America, Russia and China. The fragments of remaining commitment to allies & any sense of collective security will be seized on by governments pretending everything is still good, but any engagement with the changed America the NSS describes will look very different. Foreign interference is out unless it's done to US friends & allies, or makes a buck.