In this episode we have some truly stunning – and worrying – information that the rate of US nuclear powered submarine construction is slowing down, not speeding up. The information is on the public record and comes from the CEO of Electric Boat, Phebe Novakovic in a briefing for shareholders. The problem is with the supply chain – companies manufacturing critical components cannot keep up with the required rate and as a consequence both the Columbia class SSBNs and Virginia SSNs will be delayed. This must be worrying news for the RAN – and it seems astounding that there has been no reporting of note in Australia about a development that could completely derail AUKUS Pillar One. The US also seems to be counting on Australia lifting Defence expenditure so that it can afford these submarines without cutting other capabilities – but that is exactly what has already started to happen. Finally, Defence officials have once again managed to get their way and have hounded German shipbuilding company Luerssen out of Australia.

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