Strategic NewsDon’t just secure critical minerals supply. Look for substitutes.
Toward Programme

Don’t just secure critical minerals supply. Look for substitutes.

ASPI The Strategist Institutional·2026-09-21TradeP1: Resource SovereigntyP3: Industrial BaseP5: Strategic Decoupling
Why it matters

The article advocates for material substitution as a formal third pillar of Australia's critical minerals strategy, complementing extraction and processing. This directly supports Pillar 1 (Resource Sovereignty) and Pillar 3 (Industrial Base) by reducing Australia's exposure to concentrated foreign (particularly Chinese) supply chains and enabling domestic advanced manufacturing.

Read the original report at ASPI The Strategist

Pillar tags and the significance note are AI-classified (Claude) and human-curated. The platform's own preparedness scores never move on a single story without a separate human approval.

From the series
The Unprepared series · Part III

The Greatest Military Buildup in History

In 1991 the People's Liberation Army watched its own obsolescence unfold on live television. Part III of the Unprepared series.

Read the essay 4 min read

Get the weekly brief.

One email a week: what changed, why it matters, and the next essay in the series.

Free every week on Substack. Unsubscribe anytime.

This week's Warning Time

This was AUKUS week, and not in the way its architects would have liked. An independent inquiry recommended scrapping the submarine pact outright, a parliamenta…

Read the issue
Where this sits in the model

This development bears on 3 of the eight pillars of Australian preparedness — the overall picture right now is 5/100.

Go deeper · Cost of Inaction
What does inaction actually cost, compounded over a decade?

Read next

All news
The bigger picture

One signal in a live tracker of Australia's preparedness.

Every story here is scored against eight pillars — defence, energy, industry, fiscal reform, alliances and more — companion to the book Unprepared: Australia in an Age of Chinese Power.

Back to all intelligence