Advanced carbon is one of the quiet foundations of modern capability - running through batteries, sensors, drones, soldier systems, grid storage and data centres. More than 90 per cent of it comes from China. Part 1 of this episode of Intelligence Optimised looks directly at that dependence and explores what real sovereignty could look like for Australia and the wider Indo-Pacific.

Todd Crowley speaks with Mark Livings, Co-Founder & Managing Director of Sweet Atoms, whose team converts agricultural waste into high-performance carbon. Their work sits at the intersection of energy storage, critical minerals and supply-chain resilience. For defence and energy planners, the message is simple: without sovereign carbon, there’s no sovereign energy, and without sovereign energy, there’s no sovereign compute, mobility or industry.

The conversation traces the scale of the problem - from the spike in global demand for batteries to the consequences of leaning on foreign industrial systems for essential materials. Mark outlines how Australia’s agrifood sector produces enormous volumes of biomass waste, much of which can be valorised into advanced carbon suitable for batteries and other strategic uses. It’s a rare alignment of national assets: strong agriculture, abundant waste streams, and a pressing need for domestic materials capability.

The conversation covers:
✔️ Energy storage becoming a core industrial input across sectors
✔️ Grid stability pressures and rising portable-power demand
✔️ Geopolitical friction straining energy-related supply chains
✔️ Local manufacturing potential by processing biomass at the source

For leaders in energy, defence and government, the episode offers a clear view of what’s at stake: Australia’s ability to power its own infrastructure, support partners in the region and shield critical systems from offshore shocks. It’s a practical conversation about pathways, not promises.

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