There's a great deal to unpack, starting with the Strait of Hormuz - and no one knows the exact state of negotiations between the US and Iran. Neither are particularly trustworthy and the situation seems to change hourly. And a quick reminder - this is a war initially cheered on by our government and even more enthusiastically supported by the opposition.

On the local front, the Collins Life of Type Extension (LOTE) has been gutted, jeopardising Australia's submarine deterrence capability. Defence Minister Richard Marles gave an embarrassing speech last week focussed on blaming the opposition for all of the problems, overlooking the fact that he has just had his 4th anniversary as the Minister responsible. Quick summary - this has been a massive Defence failure, which has also been exposed by the ANAO. Even worse, it's this same group of manifestly incompetent people who are in charge of AUKUS Pillar One.

Finally a few words about Israel, which is continuing to massively lose international support by the treatment of peaceful protesters, including from Australia. The continuing destruction of southern Lebanon using Gaza-style tactics isn't helping.

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There were two major events last week - Donald Trump's visit to China and the Federal budget - and from a national security perspective both were something of an anticlimax, which is probably not a bad thing. The Defence budget continues to track upwards and is a 6% increase over the previous year, which looks to be well ahead of inflation. The Trump China visit doesn't seem to have achieved anything in particular, contrary to the boasts of the US President.

Taiwan remains a potential flashpoint and it will be interesting to see if the US goes ahead with a $14 billion arms sale. If that does not happen in the next couple of months that will be evidence of a shift in the dynamic. Then some words about satellite technology and how Iran is probably accessing commercial services from China.

Finally some thoughts about lagging US SSN production numbers and why our government says everything is fine when publicly available information shows otherwise. Also, why did Australia rush to supply military aid to the UAE? Could there be a connection with retired ADF and AFP personnel making a lot of tax free money in that country?

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To follow on from last week, we start with some thoughts about Mogami frigates and why none of them will ever be built in Australia. The simple fact is that WA companies do not have the necessary experience - and building some landing craft for the Army will not get them there. Secondly, in an outrageous oversight during the bidding process, no one was asked by Defence to provide a single line of costings on how the ships will be constructed in Australia.

Then some history of the Crimean War and the inability of British commander Lord Raglan to understand that the world had changed and that the enemy was different from what he was used to. This is appropriate remembering that just a fortnight ago, the retiring head of INDOPACOM USN Admiral Sam Paparo told Congress that the industrial base was not producing SSNs fast enough.

All sorts of fissures are occurring in the Middle East with formerly close ally Saudi Arabia denying the US access to military bases for the short lived Project Freedom. One wonders if at some point the US and Israel might also experience a rupture.

In our region, North Asia is nervously waiting for the Trump-Xi summit next week. No one knows what might happen - and this is the world we now inhabit.

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