Strategic NewsThe economics of economic security
The economics of economic security
Alcoa Public Relations and Point Henry Community Relations / Wikimedia Commons (CC BY-SA 4.0)
Toward Programme

The economics of economic security

Lowy Institute Institutional·2026-09-03EnergyP1: Resource SovereigntyP3: Industrial BaseP5: Strategic Decoupling
Why it matters

The article frames Australia's aluminium-smelting capacity as a strategic asset beyond comparative advantage, embedding it in geoeconomic competition. Retention of domestic smelting capability strengthens Australian industrial sovereignty and reduces dependence on Chinese processing of critical advanced-manufacturing inputs, directly supporting Pillar 3 (Industrial Base) and Pillar 5 (Decoupling).

Read the original report at Lowy Institute

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.

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 · The Eight Pillars
Where does this fit in the eight-pillar picture?

Related intelligence

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.

Free every week on Substack. Unsubscribe anytime.

Back to all intelligence