SBC SERIES · CHAPTER 9 · EXPORT & ASIA LINK

AUSTRALIA'S NEXT CENTURY — EXPORTED

HVDC submarine cables from Darwin to Singapore, Indonesia, Philippines, PNG, and beyond. Green hydrogen, food, processed minerals, and compute all priced from 6c/kWh corridor power. $250 billion per year energy export revenue at 1,000 GW. Asia is running out of energy, land, and water. Australia is positioned to provide all three.

$250B
Per year — energy export at 1,000 GW
10
Asia links — NZ, PNG, Singapore, Indonesia+
1,000 GW
Installed solar — target
30 yrs
Asia food crisis — structural shortage
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The Problem

Exports Raw — Permanent Loss

Australia exports iron ore, coal, gas, and lithium — all raw, all unprocessed, all at the bottom of the value chain. The countries that import these materials add the value, create the jobs, and build the wealth. Australia has operated this way for 50 years and has almost nothing permanent to show for it.

No Asia Energy Link

Asia is running out of energy. Singapore, Japan, South Korea, and Indonesia face growing power deficits as their economies electrify. Australia has more renewable energy resource than any nation on earth. There is no HVDC cable connecting Australian solar to Asian grids. The single most valuable opportunity in modern Australian economic history sits unbuilt.

Asia Food Crisis — Not Positioned

China, India, Indonesia, Vietnam, and the Gulf states all face structural food insecurity over the next 30 years. Agricultural land is shrinking. Water is running out. Climate change is reducing yields across South and Southeast Asia. Australia is one of the few countries that can dramatically increase food output — yet without water and freight infrastructure it cannot.

The SBC Solution

HVDC Asia Link — Power To Singapore In Hours

HVDC submarine cables from the top of the SBC#2 corridor connect Australia to Asia. Singapore link: ~3,800 km. Indonesia link × 2. Philippines link. PNG link: ~800 km. Power generated by corridor solar in central Australia, transmitted at ±800 kV HVDC to Darwin, exported via submarine cable. At $30/MWh average realisation on 950 GW available for export: $250 billion per year.

New Zealand — Gas And Power

New Zealand faces a chronic dry-year electricity crisis — hydro dams run dry in drought years and NZ has no alternative. The SBC#1 corridor extends from Brisbane to a southern HVDC connection point. A 2,000 km HVDC cable plus gas pipeline in the same seabed trench solves NZ's dry-year crisis and replaces planned LNG ship imports with pipeline gas at $4–7/GJ. Australia becomes NZ's energy guarantor.

Green Hydrogen — The Fuel Export Of The 21st Century

Green hydrogen is produced by splitting water using renewable electricity. SBC corridor power at 6c/kWh makes Australian green hydrogen the cheapest on earth — competitive with grey hydrogen from fossil fuels at scale. Japan, South Korea, and Europe have committed to hydrogen import programs. The SBC is the production base. The Asia Link is the delivery mechanism.

Food Export — The Corridor Unlocks Production

Asia is running out of agricultural land and water. The SBC corridor water system unlocks millions of hectares of previously uncultivable Australian interior. Tropical and subtropical crops in the north. Grain, cattle, and sheep in the centre. Stone fruit, vegetables, and wine in the south. Australia's agricultural production multiplies — and Asia provides the market.

Compute Export — Digital Infrastructure

The Asia Link cables carry not just power but data. SBC corridor data centres serving Asian corporations, governments, and institutions export compute as a service. Every byte that transits the Asia Link cables generates transit revenue. AI inference, cloud storage, and sovereign data hosting for governments that cannot trust US or Chinese clouds.

Critical Minerals — Process Before Export

Every critical mineral extracted from Australian soil is processed before export under MMP. Lithium as battery cells, not spodumene. Aluminium as ingots, not bauxite. Cobalt as battery chemicals. The Technology Exchange Agreements require importing nations to co-invest in Australian processing as the price of supply. The value stays in Australia.

Export Chapter — Key Numbers
Energy export target at 1,000 GW
$250B/yr
Energy export realisation rate
$30/MWh
HVDC voltage
±800 kV
Singapore HVDC link length
~3,800 km
NZ HVDC link length
~2,000 km
Green hydrogen production target cost
$1.5–2.5/kg
NZ pipeline gas price
$4–7/GJ
Asia food crisis horizon
30 years structural
Asia is running out of energy, land, water, and food security. Australia has all four — in scale no other supplier can match. The SBC builds the link.
— SBC Export & Asia Link Chapter v1

SBC Export & Asia Link

v1 · 34 pages · A4