I do agree the AIP is not useful for Australia (and Japan is moving away from it as well). I am talking about where fuel tanks can be added (in the AIP space), and what else above and beyond fuel tanks would need to be added to make the sub suitable for Australia. IMO it is not as simple as putting some fuel tanks in the AIP space.
Very rough back of the placemat calculations.
Say it takes 4000 miles to get onto station (approximately the distance from Perth to South China Sea). If you are travelling at 6 kts (speed of Soryu) it will take over 24 days to get on station. It would then take 24 days to get back. 22 Days on station (assuming an endurance of 70 days like Collins, which is unlikely - I've heard its ~50 days giving 2 days on station - but lets be generous).
Collins at 10 kts takes 14.5 Days to get to station and another 14.5 to get back. Gives you over 41 days on station given 70 days endurance.
If we wanted say 365 day sub in that region, you would need 9 Collins. For Soryu you would need 17. More subs, more crews, more money. Unless we are basing our subs in Singapore or Japan, never to have them operating in Australia's waters, this issue remains.
As flawed and as inaccurate as my calculations are, they highlight why an off the shelf Soryu with only 2 engines would/may actually be a significant decrease in capability for Australia, we would need 12 to get the capability we had with 6 subs. It has the same flaws are the European submarines we have been offered in the past.
Lithium ion batteries do not recover this deficit, the help on station, but not getting to it.