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AUKUS Partners Shift to Delivery After Pentagon Review and Trilateral Recommitment

The three governments are tightening technology goals and boosting industry funding as they confront the U.S. submarine production shortfall that underpins the pact’s timelines.

Overview

  • Defense chiefs from the U.S., UK and Australia met at the Pentagon and declared the pact moving from planning to delivery, following a completed, largely classified review whose recommendations Australia has received.
  • Australia said it will make the next $1 billion payment to expand U.S. submarine production capacity, bringing its contribution to $2 billion, and it has sent workers to train on Virginia‑class sustainment while preparing to host four U.S. boats in Perth by late 2027.
  • A senior Pentagon advisor called the slow American submarine build rate “borderline frightening,” with output at roughly 1.2–1.3 Virginia‑class boats a year versus the 2–2.33 per year officials say are needed alongside Columbia‑class production.
  • Officials confirmed Pillar Two will be narrowed to prioritized advanced‑technology projects after complaints that the agenda had become too broad and slow to deliver.
  • The UK said it is “all in,” citing £6 billion for shipyard upgrades to sustain continuous production and support the SSN‑AUKUS program, which is planned to come online in the 2040s.