Opinion / Christopher Lord
All at sea
For the past 18 months, shipyards in the US and UK have been waiting on a massive new order. The Aukus security pact agreed in 2021 will see the two nations equip Australia with its first fleet of nuclear submarines – a pointed act of deterrence to Chinese ambitions in the Pacific. What has been less obvious, however, is exactly how and where these new vessels will be built. On Monday, representatives from the three countries will meet in San Diego to unveil the plan. The situation has underlined a shortfall in boat-building capacity among the allies, which has some defence chiefs worried.
Last month the Pentagon’s naval secretary, Carlos Del Toro, warned that China now has more warships than the US and more shipyards with greater capacity. “They have a larger fleet now so they’re deploying it globally,” he said, stressing the need for his own forces to keep pace. America’s boatbuilders are already stretched, working at full tilt to fulfil its own naval ambitions. Across the Atlantic, some of the UK’s historic shipyards have closed in recent decades, putting a squeeze on capacity and available talent. The expectation is that Australia’s new submarines now won’t be delivered until before the 2030s at the earliest.
This week, I’ve been reporting in Rhode Island, where sections of the new Columbia-class submarines (a render of which is pictured) will be built. Last year an Aukus delegation toured that shipyard, which is set to expand. These are green shoots of growth in the industry. But Monday’s Aukus announcement needs a proper vision for how capacity can meet demand and be co-ordinated between the allies. A rumoured plan for Australian workers to come to US shipyards to learn how to build its own nuclear submarines is a step in the right direction. The race is on for who will rule the waves.
Christopher Lord is Monocle’s US editor. For more of his reporting, plus our take on everything from diplomacy to design, subscribe to Monocle magazine today.