Elites failed to heed warnings to build national resilience

March 25, 2026

~ by Alan Dupont. Originally published in The Australian on 25th March, 2026.

Labor’s failure to grasp the implications of the new world disorder have been on full display in recent weeks as war in the Middle East roils our economy, fuelling inflation and threatening serious food and energy shortages.

The Albanese government’s reactive and piecemeal response reveals a lack of preparedness for a crisis that many have warned about and should have been anticipated.

Our over-reliance on imported fuel and fertilisers has been pointed out repeatedly.

However, little has been done to address these crucial supply chain vulnerabilities. Instead, we have policy on the run.

Meeting sectoral demands for improved fuel and food strategies won’t fix the looming polycrisis.

Only a fit-for-purpose national security strategy can address the complex interrelationship between economics, geopolitics and emergency planning. But the last – and only – national security strategy was by the Gillard government 13 years ago. It has never been updated.

The time to prepare for conflict is not when war is imminent, or has begun, but when times are peaceful. That moment has passed and Australians are now bearing the consequences. Why were we so unprepared? Many of our political and corporate elites failed to recognise that the deteriorating security environment warranted a change in thinking from a peacetime to a near wartime mentality. Latter-day Cassandras were dismissed as alarmists and even warmongers.

But they have been proven right.

Real-world events have shattered the illusion that the generational peace Australians have long enjoyed would continue indefinitely.

Europeans who smugly proclaimed that war on their continent had been consigned to the dustbin of history received a rude shock in 2022 when Vladimir Putin invaded Ukraine in pursuit of his imperial ambitions. This should have been a wake-up call that Pax Americana was fracturing and we needed to lift our game on defence. Again, nothing was done. While Europeans and pacifist Japan ramped up their defence spending, ours flatlined despite warnings from Defence Minister Richard Marles that our strategic circumstances are the most challenging and dangerous since the end of World War II.

Putin’s invasion was followed in short order by the murderous Hamas attack on Israel in October 2023 supported by Tehran and its proxies, igniting a series of linked conflicts across the Middle East leading to the current US-Israeli strike against Iran.

Warning lights should have been flashing red in the National Security Committee of cabinet spurring serious attempts to immediately increase fuel reserves, identify supply chain risks, move from “just in time to just in case” planning and redouble efforts to make more of what we need in this country – otherwise known as sovereign capabilities.

But apart from laudable efforts to support Australian critical minerals miners, the government hasn’t done nearly enough to build the resilience needed to mitigate rising geopolitical risk.

We have wafer-thin petroleum reserves. Anthony Albanese hasn’t delivered on his promise to build a strategic merchant fleet that could carry oil and other essential commodities in emergencies.

Perversely, he now appears to be considering higher taxes on gas exports when the world is facing a critical gas shortage, risking a collapse in new investment.

Ironically, it took a New Zealand foreign minister to bell the cat. Winston Peters has admitted his country and Australia ought to have been better prepared for the Iran war oil crisis and made “serious mistakes” in allowing fuel refineries to close because they were “too cocky” about the state of the world.

It should have been obvious that an unusually peaceful period in world history has ended and we are returning to the historical norm. The respected Peace Research Institute Oslo reports that the world is experiencing a surge in violence not seen since World War II. Sixty-one conflicts were recorded across 36 countries in 2025. PRIO research director Siri Aas Rustad warned: “This is not just a spike – it’s a structural shift.

The world today is far more violent, and far more fragmented, than it was a decade ago.

“Conflicts are no longer isolated.

They’re layered, transnational and increasingly difficult to end. It is a mistake to assume the world can look away.”

And this may be only the beginning.

The next decade could see escalating conflict around the world that will directly impact on Australia, the most serious of which would be a military confrontation between China and the US over Taiwan. To borrow from the late Iraqi dictator, Saddam Hussein, that would be the “mother of all battles”, dwarfing the supply chain and geopolitical upheavals of recent weeks.

It’s no surprise that revisionist powers China, Russia, Iran and North Korea are united in their desire to unravel a rules-based order crafted by the US and fellow democracies that has served Australia well. But few foresaw that an American president would actively participate in the dismantling of this order. Serial interventionist Donald Trump has led a revolution “against the very world that America made”, says Carnegie’s Stewart Patrick.

If you think that’s a stretch, read the 2026 US National Defence Strategy. It dismisses “the rules-based international order” as a “cloud castle” abstraction.

Dispelling the false assumption that geography will continue to cushion us from overseas shocks is a task of government.

But the message isn’t getting through often or sharply enough.

When the Ukraine conflict first broke out, complacent elites, who should have known better, asserted that a conflict in distant Europe wouldn’t affect Australia.

That was patently wrong. Global supplies of key agricultural products, energy and metals were severely disrupted. The drone war with Russia revealed a potentially fatal structural flaw in our defence force. We have no effective counter-drone capability.

The same people continue to argue that we shouldn’t get involved in a Taiwan conflict because it’s far away and doesn’t concern us. That canard should be rebutted. Much of our trade and energy goes through the South China Sea. If simmering tensions over Taiwan erupt into military conflict, war will come to our shores whether we like it or not.

Our geography won’t protect us.

The question is: Does the Albanese government have workable contingency plans in place for such an eventuality?

Alan Dupont is chief executive officer of geopolitical risk consultancy The Cognoscenti Group and a non-resident fellow at the Lowy Institute.

The fight with China over the Darwin Port

July 21, 2025

A decade ago, a Chinese company was given the green light to take control of the Darwin port, which is key Australian infrastructure. Now, the Albanese Government is scrambling to get it back in Australian hands, in a move that risks antagonising China, while being welcomed by the United States.

Today, veteran defence analyst Alan Dupont, who until recently was the Defence and National Security Advocate for the Northern Territory Government, focused on defence investment in the NT. He explains why the deal was allowed in the first place and whether Chinese control really poses a risk to national security.

Listen to the podcast.

Featured: Alan Dupont, chief executive of geopolitical risk consultancy The Cognoscenti Group

In a tougher, more dangerous world, the US remains our best option

July 18, 2025

~ by Alan Dupont. Originally published in The Australian on 18th July, 2025.

Contrasting the bonhomie of Anthony Albanese’s visit to China with his less than effusive embrace of Donald Trump’s America, an intergalactic visitor could be forgiven for concluding that China, not the US, is our principal ally and closest friend.

Seldom has the tension between our security alliance with the US and our trade relationship with China been so starkly exposed. The optics are damning. While the Prime Minister talks enthusiastically about increasing trade, tourism and cultural contacts, his words are jarringly at odds with the unwelcome presence of Chinese naval ships monitoring the Australian and allied Talisman Sabre training exercise off the Queensland coast.
Read more

Albanese’s trump card: our shovel-ready rare earth mines

June 13, 2025

~ by Alan Dupont. Originally published in The Australian on 13th June, 2025.

Australia’s world class critical minerals endowment will figure prominently in Anthony Albanese’s pitch to Donald Trump for tariff relief should they meet in person for the first time at the G7 summit of the world’s advanced economies in Canada next week.

This will be a crucial test of the Prime Minister’s ability to manage his notoriously capricious counterpart and quarantine Australia from the worst effects of Trump’s disruptive, America First approach to international trade and national security, underlined by Washington’s surprise decision to review the AUKUS defence agreement.

If Albanese wants tariff concessions and AUKUS to proceed, he needs to offer something Trump wants other than platitudes about our perennial trade deficits with the US and enduring loyalty as an ally. That may have worked in 2016 aided by golfing legend Greg Norman’s star-power. But Trump unbridled is more ruthlessly transactional in his second coming.
Read more

Insurance and Credit Forum for investors

June 4, 2025

Dr Alan Dupont was interviewed by Mark Beardow, Chief Investment Officer for iCare, at the Insurance and Credit Forum for investors in Sydney on 4 June at the Intercontinental Hotel, Double Bay.

As the adverse conseq­uences of Donald Trump’s crash-through style bite, buyer’s remorse sets in among his MAGA base

April 12, 2025

~ by Alan Dupont. Originally published in The Australian on 12th March, 2025.

Despite a relief surge in global markets on Thursday AEST triggered by Donald Trump’s unexpected 90-day tariff pause on “those who don’t retaliate”, the US President’s Liberation Day tariffs presage the most sweeping structural and normative change in the international trading system since 1945.

This was underscored by the imposition of a staggering 145 per cent tariff on imports from China, our major trading partner, sending US-China ties into a deep freeze and bringing a halt to most bilateral trade. Absent stimulus measures, this could cut China’s growth in half and have severe knock-on effects for the Australian and world economies.
Read more

Sovereign and Security Forum hosted by Malcolm Turnbull ~ National Press Club

March 31, 2025

Dr Alan Dupont presented in Panel 4 at Sovereign and Security Forum on Monday 31st March, 2025.

How can Australia pursue its national interest in a “might is right” world? Can we save the multilateral furniture? Can we work with other countries to mitigate the economic damage from Trump’s tariff war? Is CPTPP a model for the future?

Listen to the recording here.

I believe the Trump ascendancy presages a radical change in Washington’s approach to the US alliance.

Mutual trust, shared interests and values have little or diminished weight. Trump, the dealmaker, doesn’t distinguish between friends and foes. This means the major beneficiaries of his second coming are more likely to be autocratic challengers, who have no love for America, at the expense of traditional friends and allies, who are being treated with disdain.
Read more

We need a Plan B just in case ‘King Donald’ betrays our alliance

March 3, 2025

~ by Alan Dupont. Originally published in The Australian 0n 3rd March, 2025

Has Pax Americana reached its denouement – not at the hands of autocratic challengers but a wannabe American dictator named Donald Trump?

And will Trump’s love for authoritarian strong men embolden China’s Xi Jinping to flex his military muscles in the seas around Australia?

The great disrupter is trashing the assumptions, norms and architecture that have underpinned Australian and global security since 1945.
Read more

The A to Xi of Trump’s tariffs – what a global tradewar might mean

February 1, 2025

~ by Alan Dupont. Originally published in The Australian on 1st February, 2025.

Donald Trump campaigned as the Tariff Man. All indications are that as president he intends to deliver on his promise to introduce sweeping tariffs on imports into the United States. Trump has announced plans to levy duties on China, Canada and Mexico on 1 February and he signed an executive order on the first day of his new administration directing officials to conduct a thorough review of US trade policy. Another review will examine the US industrial and manufacturing base to assess whether further national security tariffs are warranted.

When his political epitaph is written, will Trump be remembered as the US president who initiated a trade war, caused a global recession and destroyed the last vestiges of a waning international order crafted and policed by his thirteen post-World War 2 predecessors? Or are his threats to impose punitive tariffs a justifiable attempt to level the playing field of an unfair international trading system gamed by a mercantilist China? Read more

America needs us as much as we need America

December 7, 2024

~ by Alan Dupont. Originally published in The Australian on 7th December, 2024

In a resounding endorsement of closer defence co-operation with Australia, departing US National Security Adviser Jake Sullivan has described AUKUS “as one of the most ambitious defence projects in modern history” and Australia as a key ally in America’s global strategy to deter future conflicts in an increasingly uncertain world.

In a valedictory speech to a Washington-based think tank, Sullivan provides revealing insights into the reasons for the pivotal shift in US strategic policy from a peacetime footing to preparing for a potential military conflict with China – a war the US doesn’t want but must be prepared to win should deterrence fail.
Read more