Intelligence; Optimised Podcast

Australia commissioned more grid-scale battery storage in 2025 than in the previous eight years combined. Most of those systems provide two to three hours of support. In January this year, the worst heatwave in six years tested that limit. In October 2025, China expanded export controls on LFP cathode materials, anode precursors, and battery production equipment. Under diplomatic pressure, those controls were paused. That pause expires November 2026.

Most organisations filed it as resolved. It was a reprieve.

In Part 1 of this episode of Intelligence Optimised, Todd Crowley speaks with Dominic Spooner — founder and CEO of Volta, a battery energy storage company that builds systems in Brisbane rather than simply assembling imported cells. Together they work through what sovereign battery manufacturing actually means, why the Australian made label frequently masks deep foreign supply chain dependence, and what the China export control sequence tells us about where Australia genuinely sits on the energy security risk spectrum.

Key questions the episode works through:
When "Australian made" on a battery means an ABN and an overseasproduct, what is the government actually procuring?
LFP cell chemistry is essentially exclusively sourced from China.What does that mean for any operations manager whose infrastructure depends on it?
What does battery resilience look like when it is tested not in a procurement document but in a cyclone — specifically, Cyclone Alfred on Moreton Island?
Why do most battery companies refuse to provide cell-level visibility to operators, and what does that cost when a system is deployed somewhere you cannot reach quickly?
Energy resilience is an engineering outcome, not a policy setting. But you need the right policies to get there. Australia does not currently have them.

This conversation sits at the intersection of sovereign capability, critical infrastructure resilience, and Indo-Pacific supply chain risk. The dependency is not theoretical. The timeline is not distant.

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Australia's agricultural sector faces simultaneous failures in fuel, fertiliser, and labour inputs. This is Part 2 of Todd Crowley's conversation with Kate Banville — journalist, former soldier, and reporter who covers agriculture and national security as interconnected risks.

Todd and Kate dissect the labour crisis: the sector employed 247,000 on average last year, down over 10% year-on-year. Hours worked hit the lowest ever in August 2025. The Food Supply Chain Alliance flagged a 172,000 worker shortfall. Median farmer age tops 53; beef exceeds 60. The PALM scheme patches backpacker gaps from COVID but falls short and adds dependency — importing Pacific labour to harvest imported-input crops on foreign fuels and vessels.

They frame the stakes: one input failure is policy-manageable. Two is systemic threat. Three at once, sans buffers, is existential. Kate concurs; we're there now. Community livability (childcare, hospitals, pubs) drives rural decline; farms can't run without viable towns.
Kate draws COVID lessons: better fuel stocks then, no shortages despite lockdowns. Australia has untapped options — North Queensland biofuels from cane, domestic fertiliser alternatives — held back by funding, viability, policy. Farmers ration now; decisions lag to yields (6-12 months) then shelves. Supply fails before demand; resilience buys time, but 12-24 months starves operations.

Episode closes reframing sovereignty: not just growing food (Australia produces enough for 3x population), but inputs sans fragile chains. Tanks sit empty.
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The season is already at risk — Australia's fuel is nearly gone and the fertiliser that should have arrived from the Gulf hasn't.
 
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Australia exports food to three times its population. Right now it cannot guarantee the fuel, the fertiliser, or the workforce to produce it.

That is not a supply chain story. That is a sovereignty story.

Kate Banville grew up on the land, served in the Australian Army, and has spent her career reporting on agriculture, food security, and national security - not as separate subjects, but as one problem. In this episode she and Todd Crowley work through three inputs that are failing simultaneously: fuel at 25 days of reserves, urea prices up 55% since March with 44% of supply flowing through the same Hormuz chokepoint now under pressure, and an agricultural workforce that was already 172,000 people short before any of this started.

Any one of these is a manageable policy problem. Two simultaneously is a systems threat. Three simultaneously, with no strategic buffer in any of them, is a different category of problem entirely.

Most Australians won't see it coming through a policy announcement or a news cycle. They'll see it the way they always do - at the checkout. A higher number. A shorter shelf. A gap where something used to be.

By the time the supermarket tells you there's a problem, every decision that could have prevented it has already been made. Or worse, not made.

The headlines say Iran lost. The insurance market disagrees.

Lloyd's of London has withdrawn cover from the waterway. Maersk has suspended bookings. 170 container ships are sitting idle inside the Gulf right now. Both cannot be true. One of them is costing you money.

In this episode of Intelligence; Optimised, Todd Crowley sits down with Col. Paddy Hallinan—former Head of Plans for the ADF in Iraq and former strategy lead at Toll Group.

This is an operational intelligence briefing built for CFOs, logistics directors, and defence planners who need to make decisions this week—not next quarter.

We cover:
• The single most expensive assumption in boardrooms right now
• Why US and Israeli strategic objectives were never fully aligned
• The 30–90 day intelligence signals your risk dashboard should be tracking
• Australia's sovereign fuel exposure and the reality of a two-refinery system
• Why "military defeat" does not equal "supply guaranteed"

Intelligence only has value if it changes decisions.

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In Part 2 of the episode, Todd Crowley and Colin Gunn unpack how a 28-hour Group 3 platform, the Raider 330, plugs into a wider Indo-Pacific security fabric. They walk through how persistent ISR, sovereign cloud and federated data sharing can lift maritime domain awareness from ad hoc flights to an always-on picture.

The discussion starts with the hard logistics: low-footprint basing, heavy-fuel operations, local manufacturing in South East Queensland and the reality of distributed production lines across the Quad. From there, they move into payloads and data: EO/IR, SAR/MTI, ViDAR and hyperspectral sensors and how edge AI turns terabytes of raw feed into kilobytes of decisions for commanders.

For defence planners and Coast Guard leaders, the core question is tempo. Traditional ISR is episodic: launch, collect, process, act. Colin shows how persistent Group 3 drones, coupled with sovereign cloud and zero-trust data fabrics, give Indo-Pacific agencies continuous coverage, shared anomaly detection and the ability to cue patrols or satellites in seconds. It is a practical path to maritime domain awareness that respects national sovereignty while still supporting a Quad Coast Guard-led picture.

The same architecture carries straight into disaster response and commercial risk. The episode lays out how these Group 3 drones can see through smoke and cloud over bushfires, map cyclone damage, restore basic connectivity and move critical stores when helicopters are grounded. The same feeds and fused analytics can also support shipping risk scoring, fisheries compliance and the protection of energy infrastructure across the region.

If you are responsible for protecting sea lanes, lifting disaster response or planning the next wave of persistent ISR, this conversation gives you a clear model: one architecture, many missions, shared costs. 

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