On 6 October 2026, Anduril and the US Navy unveiled Arsenal-2, a $6.6 billion submarine component yard at Sparrows Point near Baltimore, on the old Bethlehem Steel site. The Navy contract is worth up to $2.9 billion and is paid only against delivered results. Anduril is putting in $3.7 billion of its own money. We look at what the deal actually commits, why America's Virginia-class build rate is stuck near 1.2 boats a year against a target of 2.33, whether a defence-tech newcomer can meet SUBSAFE standards, and how this fits with the Block VI contract and Babcock's Virginia-class work at Rosyth. We also look at what a continued shortfall means for AUKUS and for Britain. Our earlier video on Virginia-class production problems: [ADD LINK] CHAPTERS 00:00 Introduction 00:47 What Was Actually Announced 02:19 The Production Gap 03:43 A Strategy Already Under Way 05:05 The SUBSAFE Challenge 06:57 Does 15% Close the Gap? 08:14 AUKUS and the UK #Anduril #Arsenal2 #VirginiaClass #USNavy #Submarines #AUKUS #NavalNews #SubmarineIndustrialBase #Shipbuilding #WarshipsAndWarriors
Source: Can Anduril Fix America’s Virginia – Class Submarine Shortfall?
