Australia in the World

Ep. 182: Another wild 48 hours on Iran, plus the Australian lens

In the second episode of the week recorded just 48 hours after the last one (around 12pm on Wed 1 April), Darren is joined once again by Stephen Dziedzic of the ABC to talk through what, again, has been a wild few days. In two Truth Social posts barely twelve hours apart, President Trump threatened to destroy Iranian desalination plants — a move legal experts describe as a war crime — and then told allies to "go get your own oil" signalling the United States may end the war without reopening the Strait of Hormuz. Taken together, these posts suggest something seismic: the effective repudiation of the Carter Doctrine, which since 1980 has been the foundational premise of U.S. security strategy in the Gulf.

But then Darren and Stephen turn to a long overdue conversation about what this means for Australia and the region. They cover:

• The alliance. Australia has maintained carefully calibrated support for the U.S. strikes, but if Trump walks away from Hormuz, the question for Canberra shifts from "will we join an American-led operation?" to "will we join a deal with Tehran that Washington might hate?" Trump is effectively telling allies to solve a problem he created — but may condemn whatever solution they find.
• The region. Singapore's foreign minister Vivian Balakrishnan has framed this as an Asian crisis driven by an American war. Stephen reports on the fury across Southeast Asia, the limits of what countries like Singapore and the Philippines can actually do in response, and why — despite the rage — the short-term strategic calculus holding these alliances together may persist even as long-term trust fractures.
• Energy statecraft. Bloomberg reported this week that Penny Wong and Madeleine King are leveraging Australia's LNG exports in conversations with Asian partners. Stephen unpacks the competing signals from inside government — one camp talking about "bargaining chips," another insisting Australia is simply being a reliable supplier — and why the audience for much of this messaging may be domestic rather than international. Darren and Stephen explore the broader question of whether Australia needs a new toolkit for directing energy flows in a crisis.
• The Pacific. Pacific Island nations run almost entirely on diesel and face an existential crisis if supply disruptions continue into May and June. Stephen reports that Canberra is war-gaming options — from redirecting aid funding to sharing physical diesel supplies to folding the Pacific into bilateral energy deals with Singapore and others.
• The China-Pakistan five-point peace initiative, announced yesterday, is the first time a major power has proposed a concrete pathway to end the war. Darren raises Adam Tooze's provocative FT column on a "blueprint for Chinese global hegemony" — mocked and criticised, but capturing something real about the sheer demand for someone to lead. Darren and Stephen grapple with whether this crisis could pull China into a systemic stabiliser role it has never sought and may not want — and what that would mean for a world order already through the looking glass.

The episode concludes with both noting that the Prime Minister is due to address the nation in hours, and Trump is scheduled to speak overnight — meaning everything discussed may be overtaken by events before listeners press play.

Australia in the World is written, hosted, and produced by Darren Lim, with research and editing this episode by Hannah Nelson and theme music composed by Rory Stenning.

Relevant links

Trump Truth Social post threatening to destroy Iranian power plants, oil wells, and desalination plants (30 March 2026): https://www.politico.com/news/2026/03/30/trump-iran-strikes-escalation-00850005

Trump Truth Social post: "Go get your own oil" (31 March 2026): https://www.abc.net.au/news/2026-04-01/trump-anger-at-allies-as-hegseth-visits-mideast/106519152

Wall Street Journal — "Trump Tells Aides He's Willing to End War Without Reopening Hormuz" by Alexander Ward and Meridith McGraw (31 March 2026): https://www.wsj.com/world/middle-east/trump-iran-war-strait-of-hormuz-ee950ad4

Singapore Foreign Minister Vivian Balakrishnan interview with Reuters (23 March 2026): https://www.mfa.gov.sg/newsroom/press-statements-transcripts-and-photos/transcript-of-minister-for-foreign-affairs-dr-vivian-balakrishnan-s-interview-with-reuters-global-managing-editor-for-world-news-mark-bendeich--23-march-2026/

The New Yorker — "Trump, Iran, and the Shadow of Suez" by Ishaan Tharoor (30 March 2026): https://www.newyorker.com/news/the-lede/trump-iran-and-the-shadow-of-suez

Stephen Wertheim (Carnegie Endowment) on the purpose of U.S. military role in the Middle East — quoted in The New Yorker

The Economist — “Refine and dandy: Iran’s war bounty”, The Intelligence (podcast), 31 March:  https://www.economist.com/podcasts/2026/03/31/refine-and-dandy-irans-war-bounty

Bloomberg — "Australia Aims to Use LNG Clout to Secure Asian Fuel Supplies" by Keira Wright and James Mayger (31 March 2026): https://www.bloomberg.com/news/articles/2026-03-31/australia-aims-to-use-lng-clout-to-secure-asian-fuel-supplies

Australia-Singapore joint statement on energy security (23 March 2026): https://www.pm.gov.au/media/joint-statement-energy-security

China-Pakistan five-point peace initiative (31 March 2026) : https://www.fmprc.gov.cn/eng/wjbzhd/202603/t20260331_11884511.html

Adam Tooze — "A Blueprint for Chinese Global Leadership," Financial Times (c. 30 March 2026): https://www.ft.com/content/cf2eeead-461d-4e3b-aeb7-48b30114643c

Charles Kindleberger — The World in Depression, 1929–1939 (referenced in discussion of hegemonic stability): https://archive.org/details/worldindepressio00kind_0

Ep. 181: An even more dangerous phase looms in Iran

Now in its fifth week, the Iran war may be about to enter its most dangerous phase. In a shorter update this episode, Darren assesses what he sees as four important dynamics as President Trump’s new extended 6 April deadline approaches: (1) the collapse of negotiations and the simultaneous buildup of U.S. ground forces in the region; (2) why seizing Kharg Island or Iran’s enriched uranium may be tactically feasible but strategically self-defeating; (3) the widening of the conflict as the Houthis enter the war and the economic damage compounds beyond recovery; and (4) why the regime change that is actually occurring in Tehran — toward a more radical, IRGC-dominated system — cuts directly against the logic of further escalation.

If you've been following this series, this is the episode where the threads of the past month converge on a single question: does Washington recognise the strategic trap it is walking into, or does it fall in?

Australia in the World is written, hosted, and produced by Darren Lim, with research and editing this episode by Hannah Nelson and theme music composed by Rory Stenning.

Relevant links

Dan Lamothe, "Pentagon Prepares for Weeks of Ground Operations in Iran," The Washington Post, 29 March 2026: https://www.washingtonpost.com/national-security/2026/03/28/trump-iran-ground-troops-marines/

Alexander Ward et al, "Trump Weighs Military Operation to Extract Iran's Uranium," The Wall Street Journal, 30 March 2026: https://www.wsj.com/politics/national-security/trump-weighs-military-operation-to-extract-irans-uranium-37427c8b

Edward Luce, "Donald Trump Says US Could 'Take the Oil in Iran,'" Financial Times, 30 March 2026: https://www.ft.com/content/3bd9fb6c-2985-4d24-b86b-23b7884031f5?syn-25a6b1a6=1

Danny (Dennis) Citrinowicz, twitter / x profile: https://x.com/citrinowicz

Ep. 180: How will the Iran conflict end?

Three weeks into the US-Israeli war on Iran, Darren looks to international relations theory — particularly the bargaining and war termination frameworks associated with James Fearon — to explain why this conflict is so resistant to ending. He organises his thinking around two conditions for war termination: the existence of a mutually acceptable deal, and a credible mechanism for enforcing it. Neither condition is met, and the war is actively making both harder to achieve.

Both sides are pursuing cost imposition, but with incompatible visions of what peace looks like. The US is destroying Iran’s military capacity; Iran is weaponising the Strait of Hormuz and attacking Gulf energy infrastructure. Darren examines why Trump’s coercive credibility has been undermined by the South Pars episode, why Iran’s energy war may be hardening rather than softening its neighbours’ resolve, and what Oman’s foreign minister’s extraordinary public intervention reveals about Gulf anger at both Iran and the United States.

The episode offers two speculative theories for how the war might end — one centring on Trump’s psychology and capacity for narrative reinvention, the other on whether China could help solve the credible commitment problem by offering Iran something the US cannot. It closes with a reflection on what it means for analysts, governments, and markets when the most consequential variable in the system is a single unpredictable leader. A postscript addresses Trump’s 48-hour ultimatum to Iran, issued hours before recording, threatening to destroy Iranian power plants if the Strait of Hormuz is not reopened.

Australia in the World is written, hosted, and produced by Darren Lim, with research and editing by Hannah Nelson and theme music composed by Rory Stenning.

Relevant links

The Economist, “There is plenty of scope for the Iran war to intensify,” 21 March 2026: https://www.economist.com/briefing/2026/03/19/there-is-plenty-of-scope-for-the-iran-war-to-intensify

Malcolm Moore, Rachel Millard and Verity Ratcliffe, “‘Armageddon scenario’ for gas markets as Qatar hit by missiles,” Financial Times, 19 March 2026: https://www.ft.com/content/5b66d91f-f94a-4ea1-b90f-ce62ccb15d50

James Fearon, “Rationalist Explanations for War,” International Organization, 49(3), 1995: https://web.stanford.edu/group/fearon-research/cgi-bin/wordpress/wp-content/uploads/2013/10/Rationalist-Explanations-for-War.pdf

RAND Corporation, Theories of Victory, Perspectives PEA1743-1, 2024: https://www.rand.org/pubs/perspectives/PEA1743-1.html

Brynn Tannehill, “Why the Iran War Could Last Far Longer Than Either Side Wants to Admit,” Byline Times, 20 March 2026: https://bylinetimes.com/2026/03/20/why-the-iran-war-could-last-far-longer-than-either-side-wants-to-admit/

Yaroslav Trofimov, “Iran Believes It’s Winning — and Wants a Steep Price to End the War,” Wall Street Journal, 20 March 2026: https://www.wsj.com/world/middle-east/iran-war-negotiations-demands-85555522

Adam Tooze and Cameron Abadi, Ones and Tooze podcast, “Economic Impact of Iran War,” 21 March 2026: https://www.youtube.com/watch?v=ckRRxpoUoPc

Thomas Wright, “The Disappearing Off-Ramp in Iran,” The Atlantic, 17 March 2026: https://www.theatlantic.com/international/2026/03/iran-victory-trump/686411/

Badr Albusaidi, “America’s friends must help extricate it from an unlawful war,” The Economist, 21 March 2026: https://www.economist.com/by-invitation/2026/03/18/americas-friends-must-help-extricate-it-from-an-unlawful-war

The Economist, “Operation Blind Fury,” 21 March 2026: https://www.economist.com/leaders/2026/03/19/war-in-iran-is-making-donald-trump-weaker-and-angrier

Jake Sullivan and John Finer, The Long Game podcast, Week 3 episode (interview with Helima Croft), 21 March 2026: https://staytuned.substack.com/p/transcript-the-iran-war-energy-crisis

David Sanger, “Trump Is Finally Eyeing an Exit From Iran. But Will He Take It?” New York Times, 21 March 2026: https://www.nytimes.com/2026/03/21/us/politics/trump-iran-offramp.html

 

Ep. 179: Iran — Two weeks in

Two weeks into the US-Israeli war on Iran, Darren uses Robert Pape's cost-benefit framework to assess where things stand. The tactical achievements are real — two-thirds of Iran's missile launchers destroyed, its navy sunk, its leadership decapitated — but the probability of converting those gains into durable strategic outcomes is low, and the costs are mounting fast.

On the military side, interceptor stocks are being depleted at unsustainable rates, and missile defence assets may be being redeployed from South Korea in a move that achieves what Chinese coercion could not. Economically, Iran's effective closure of the Strait of Hormuz has triggered what may be the largest oil supply disruption in history, with cascading effects through gas, fertiliser, and food markets arriving at the worst possible moment in the agricultural calendar. Strategically, Russia is profiting, China is learning, Gulf allies are furious, and the non-proliferation incentive structure has been inverted.

Darren assesses the range of plausible outcomes — from a painful but temporary shock to a nuclear-armed Iran within eighteen months — and examines the factors that will determine how the war ends, including US-Israel divergence, Trump's contradictory signals, and Iran's determination to ensure this is the last time it is attacked. He closes with an observation about weaponised interdependence: that a sanctioned middle power with cheap drones and a narrow strait has exposed the gap between America's capacity to destroy and its capacity to control.

Australia in the World is written, hosted, and produced by Darren Lim, with research and editing this episode by Hannah Nelson and theme music composed by Rory Stenning.

Relevant links

Robert Pape, Bombing to win (1996): https://www.goodreads.com/book/show/761594.Bombing_to_Win

Caitlin Talmadge, “Closing Time: Assessing Possible Outcomes of U.S.-Iranian Conflict in the Strait of Hormuz,” International Security, 33(1), summer 2008: 82-11: http://www.caitlintalmadge.com/uploads/8/5/4/1/85419560/closing_time.pdf

Caitlin Talmadge, "The Hormuz Minefield", Foreign Affairs, 13 March 2026: https://www.foreignaffairs.com/iran/hormuz-minefield

Vali Nasr, "Iran is playing a long game", Financial Times, 13 March: https://www.ft.com/content/93b7b65d-074b-4e8b-807f-5c27c7362213

Matthew Continetti, "Iran Can't Hold the World Hostage", Wall Street Journal, 13 March: https://www.wsj.com/opinion/free-expression/iran-cant-hold-the-world-hostage-05f595a4

Greg Brew, "The global oil crisis is even worse than it looks" (interview), Vox, 11 March: https://www.vox.com/politics/482142/oil-gas-prices-iran-war-inflation

B.A. Friedman, "Orphaned Tactics", Fire for Effect Substack, 9 March: https://bafriedman.substack.com/p/orphaned-tactics

Danny Citrinowicz, thread on tactical success masking strategic failure, X/Twitter, 14 March: https://x.com/citrinowicz/status/2032786358930972854

Ezra Klein, "I Asked a Former Trump Official to Justify This War" (interview with Nadia Schadlow), New York Times, 10 March: https://www.nytimes.com/2026/03/10/opinion/ezra-klein-podcast-nadia-schadlow.html

Foreign Policy Live debate: Matthew Kroenig vs Trita Parsi, Foreign Policy, 12 March: https://foreignpolicy.com/2026/03/12/kroenig-parsi-debate-war-in-iran/

Shelby Talcott, “Israel is running critically low on interceptors, US officials say”, Semafor, 15 March: https://www.semafor.com/article/03/14/2026/israel-is-running-critically-low-on-interceptors-us-officials-say

Gideon Rachman, "Simon Gass on Iran" (interview), The Rachman Review podcast, 12 March: https://www.ft.com/content/cba7352f-aac0-4a6a-8919-c0597bc94c43

Rory Johnston and Nader Itayim, Oil Ground Up podcast, 13 March: https://open.spotify.com/episode/7uPA9g5dWIYcvGH6vSSpEh

Tracy Alloway and Joe Weisenthal, "Oil markets" and "Fertiliser" episodes, Odd Lots podcast, 13–14 March: https://www.bloomberg.com/oddlots

China Talk podcast, "Second Breakfast: Iran", 14 March: https://www.chinatalk.media/p/iran-war-with-shashank

Jake Sullivan and John Finer, interview with Danny Citrinowicz, The Long Game podcast, 12 March: https://staytuned.substack.com/p/america-doesnt-understand-iran-and

Economist Intelligence podcast, " Lone goals: will US-Israel war aims diverge?", 13 March: https://www.economist.com/podcasts/2026/03/13/lone-goals-will-us-israel-war-aims-diverge

Ep. 178: The attack on Iran

In (yet another) emergency episode, Darren offers eight initial thoughts on the US and Israeli strikes on Iran and the killing of Ayatollah Khamenei. Inside Iran, the question is whether airpower and decapitation can deliver regime change when the historical record says they never have — though this case may be an outlier given how weakened the regime already was. Regionally, Iran's “drizzle” retaliation strategy is targeting Gulf states and depleting expensive US interceptors, while the munitions being consumed come directly at the expense of what the US would need in a Taiwan contingency. Globally, no country or institution has any agency to shape what happens next — and China may be the quiet winner simply by being predictable while Washington lurches between crises.

On international order, Darren explores how US deterrence is simultaneously stronger on willingness but weaker on material capacity, and why the Venezuela-Greenland-Iran sequence is normalising a new and dangerous operating model for the hegemon. On Australia, he thinks the government made the right call. He finishes by asking what we're learning about Trump's emerging “anti-Powell Doctrine”, what the erosion of rules means for world politics, and what constraints — if any — exist on this new kind of American power.

Australia in the World is written, hosted, and produced by Darren Lim, with research and editing this episode by Hannah Nelson and theme music composed by Rory Stenning.

Relevant links

Charles Clover, Neri Zilber and Abigail Hauslohner, “Military briefing: Iran’s new retaliation strategy”, Financial Times, 1 March: https://archive.md/R24HQ#selection-1700.1-1889.0

Michael Gordon and Shelby Holliday, “U.S. Races to Accomplish Iran Mission Before Munitions Run Out”, Wall Street Journal, 1 March: https://archive.md/IHG7H#selection-547.0-547.62

Eliot Cohen, “Trump rolls the iron dice”, The Atlantic, 28 Feb: https://www.theatlantic.com/ideas/2026/02/trump-rolls-iron-dice-iran/686199/

Kyle Chan, “China is winning by waiting: How Beijing turns predictability into power”, Foreign Affairs, 27 Feb: https://www.foreignaffairs.com/united-states/china-winning-waiting

Tanner Greer, "On bombing Iran", Scholar's Stage, 1 Mar: https://scholars-stage.org/on-bombing-iran/

Ep. 177: Tariffs, power, and the US Supreme Court

The US Supreme Court has struck down the Trump administration’s use of the International Emergency Economic Powers Act (IEEPA) to impose sweeping “Liberation Day” tariffs. This is a big deal! 

In this episode, Darren argues that the decision is not primarily a story about tariffs — important as they are — but about power. The Court has drawn a clear line around the President’s ability to declare an “emergency” and unilaterally impose across-the-board tariffs. While other tariff authorities remain in place, the removal of IEEPA as a rapid escalation tool represents a concrete institutional constraint on executive authority.

What does that mean for Trump’s negotiating leverage? How does it change the international landscape — particularly ahead of a planned visit to Beijing? Why does this matter for Australia’s vision of regional order?

Darren cannot avoid the bad news: heightened uncertainty, likely litigation, and the longer-term drift toward protectionism that this ruling will not reverse. But ultimately, this episode asks a bigger question: what actually constrains presidential power in the United States? And does this moment represent a small but meaningful crack in the aura of inevitability surrounding the current administration?

Australia in the World is written, hosted, and produced by Darren Lim, with research and editing this episode by Hannah Nelson and theme music composed by Rory Stenning.

Ep. 176: Davos, Greenland and Carney’s speech

A week after his emergency episode on President Trump’s threats to acquire Greenland, Darren returns with a rapid debrief of the Davos meetings—and what it means for the world (and for Australia). The immediate crisis appears paused: Trump has shifted from “ownership” to a negotiating “framework” focused on Arctic security, basing access, and keeping China and Russia out. Still, Darren thinks the sovereignty question is not resolved, and these events are a marker of deeper institutional decay.

Darren then unpacks Canadian Prime Minister Mark Carney’s much-discussed Davos speech: a blunt warning that the world is experiencing a rupture of the international order, not a smooth transition. He shares Carney’s sense of urgency, but challenges parts of the diagnosis—and explains why those analytical distinctions matter for policy choices.

He assesses Trump’s proposed “Board of Peace” as a signal of how personalist, status-driven institutions can emerge when rules weaken. Darren also reflects on power—arguing that Trump’s performative displays of raw strength risk the Athenian problem of overreach and backlash, while for middle powers real leverage often lies in domestic resilience: the capacity to mobilise politically and absorb pain long enough to hold the line. The episode finishes once again with an Australia angle, given Canberra has benefited from luck as much as strategy. What are Australia’s red lines—and when would it speak up for partners before silence becomes precedent?

Australia in the World is written, hosted, and produced by Darren Lim, with research and editing by Hannah Nelson and theme music composed by Rory Stenning.

Relevant links

Thomas Wright, “Europe’s red lines worked”, The Atlantic, 22 January: https://www.theatlantic.com/international/2026/01/greenland-crisis-trump-diplomacy-nato/685715/

Paul Krugman, “Trump 1, Europe 1”, Paul Krugman (Substack), 23 January: https://paulkrugman.substack.com/p/trump-0-europe-1

Davos 2026: Special address by Mark Carney, Prime Minister of Canada, 20 January: https://www.weforum.org/stories/2026/01/davos-2026-special-address-by-mark-carney-prime-minister-of-canada/

Richard Green and Daniel Forti, “The board of discord”, Foreign Policy, 22 January: https://foreignpolicy.com/2026/01/22/trump-board-of-peace-united-nations-gaza-ukraine-international-cooperation/

Anton Troianovski, “Trump’s ‘Board of Peace’ Would Have Global Scope but One Man in Charge” New York Times, 21 January: https://www.nytimes.com/2026/01/21/us/politics/trump-board-peace-united-nations.html

Sara Jabakhanji, Graeme Bruce, “Here are the countries joining Trump's 'Board of Peace' so far”, CBC News, 22 January: https://www.cbc.ca/news/world/board-of-peace-gaza-trump-list-of-countries-9.7055866

Seva Gunitsky, “The Strong Will Suffer What They Must:Vaclav's Grocer and American Hubris”, Hegemon (Substack), 21 January: https://hegemon.substack.com/p/the-strong-will-suffer-what-they

Krzysztof Pelc, “The look of empire: Donald Trump’s dangerous fixation with imperial aesthetics”, Foreign Policy, 22 January: https://foreignpolicy.com/2026/01/22/trump-venezuela-empire-greenland-nato-europe/

Kyla Scanlon, “The Great Entertainment: Can you govern the world like a reality TV show?”, Kyla’s Newsletter (Substack), 22 January: https://kyla.substack.com/p/the-great-entertainment

Kate McKenzie and Tim Sahay, “Canada's new non-alignment: What sovereignty means now” Polycrisis Dispatch, 23 January: https://buttondown.com/polycrisisdispatch/archive/canadas-new-non-alignment/

Alan Beattie, “Carney’s new global order needs a huge shift in political will”, Financial Times, 22 January:  https://www.ft.com/content/5dcbc846-5f32-4076-909b-94b5ef87895c

Sarah Marsh and Elizabeth Pineau, “Europe's far right and populists distance themselves from Trump over Greenland”, Reuters, 22 January: https://www.reuters.com/world/europes-far-right-populists-distance-themselves-trump-over-greenland-2026-01-21/

The Rest is Politics (podcast), The real reason Trump wants Greenland, 21 January 2025: https://www.youtube.com/watch?v=yJ0P-xkIQHY

Ep. 175: How should we model Greenland?

Less than a year into Trump’s second term, his renewed push to acquire Greenland has escalated into a full-blown alliance crisis—complete with tariff threats against Denmark and other European backers, and a scramble for NATO unity. In (already) his second “emergency” episode of 2026 recorded solo on 18 January, Darren starts off by observing this episode doesn’t neatly fit neat orthodox models of international relations—it looks less like balancing or normal alliance bargaining and more like coercion and hierarchy politics, forcing Europe to weigh retaliation, endurance, and face-saving off-ramps. Given that, what kind of model(s) are useful?

Australia in the World is written, hosted, and produced by Darren Lim, with research and editing this episode by Hannah Nelson and theme music composed by Rory Stenning.

Relevant links

Stacie Goddard and Abraham Newman. 2025. “Further Back to the Future: Neo-Royalism, the Trump Administration, and the Emerging International System.” International Organization 79(S1): S12–25. https://doi.org/10.1017/S0020818325101057

Joshua Keating, “Confused by the Trump administration? Think of it as a royal family.”, Vox, 6 Dec 2025: https://www.vox.com/politics/471070/trump-neoroyalism-monarchy

Ep. 174: AI and policy, both foreign and domestic

In an episode recorded just before Christmas, Darren interviews Janet Egan, Senior Fellow and Deputy Director of the Technology and National Security Program at CNAS, about AI policy and its implications for Australia. Janet (who started her career in the Australian government) frames the current AI landscape as a two-horse race between the US and China, given vastly asymmetric investment levels. She introduces “compute policy” as a tractable governance lever, explaining that the physical infrastructure required for AI—specialised chips, data centres, and energy—offers regulatable chokepoints unlike easily transferable data or algorithms. The US strategy focuses on scale and removing barriers to advancement, while China, constrained by export controls on advanced semiconductors, pursues a diffusion-oriented approach emphasising open-source models and practical applications.

Turning to Australia's recently released National AI Plan, Janet offers a mixed assessment. She praises the establishment of an AI Safety Institute and the acknowledgment that data centres matter, while noting the plan avoided overly restrictive regulation that could stifle investment. However, she argues the plan misses a significant opportunity: positioning Australia as a compute hub for frontier AI training. Australia’s renewable energy potential, available land, and skilled trades workforce make it attractive for data centre buildout, but copyright restrictions on training data remain a key barrier.

Janet argues that unlike critical minerals, AI does not lend itself to hedging between Washington and Beijing given its inherently dual-use nature and emerging evidence of bias in Chinese models. She highlights the UAE and UK as instructive cases—the former for ambitious state-led mobilisation, the latter for sophisticated thinking about AI sovereignty structured around supply resilience, value capture, and strategic influence. For Australia, she argues, meaningful participation in the AI supply chain would provide strategic leverage and a seat at the table where consequential decisions are being made.

Australia in the World is written, hosted, and produced by Darren Lim, with research and editing this episode by Hannah Nelson and theme music composed by Rory Stenning.

Relevant links

Janet Egan (bio): https://www.cnas.org/people/janet-egan

Janet Egan, Spencer Michaels and Caleb Withers, “Prepared, Not Paralyzed:

Managing AI Risks to Drive American Leadership”, Center for New American Security, 20 Nov 2025: https://www.cnas.org/publications/reports/prepared-not-paralyzed

Janet Egan, “Global Compute and National Security: Strengthening American AI Leadership Through Proactive Partnerships”, Center for New American Security, 29 July 2025: https://www.cnas.org/publications/reports/global-compute-and-national-security

Lennart Heim, Markus Anderljung and Haydn Belfield, “To Govern AI, We Must Govern Compute”, Center for New American Security, 28 March 2024: https://www.cnas.org/publications/commentary/to-govern-ai-we-must-govern-compute

Emanuele Rossi, “Undersecretary Helberg explains Pax Silica and the Indo-Pacific AI play” Decode 39, 17 December 2025: https://decode39.com/12841/undersecretary-helberg-explains-pax-silica-and-the-indo-pacific-ai-play/

Stanford Institute for Human-Centered AI, “Artificial Intelligence Index Report 2025”, https://hai.stanford.edu/ai-index/2025-ai-index-report

Department of Industry, Science and Resources (Australia), National AI Plan, December 2025: https://www.industry.gov.au/publications/national-ai-plan

Helen Toner, “Rising Tide” (substack): https://helentoner.substack.com/

Lady Gaga, How Bad Do U Want Me (Official Audio): https://www.youtube.com/watch?v=Nd_M9A5xFlY

Ep. 173: The implications of Venezuela

To begin 2026, the Trump administration has once again served up a news story of immense implications, with a military intervention and seizure of Venezuela's President Maduro. In this episode, Darren talks through his initial reactions to this developing story. 

Australia in the World is written, hosted, and produced by Darren Lim, with research and editing this episode by Hannah Nelson and theme music composed by Rory Stenning.