18 Jul 2023
U.S. Navy Shipbuilders & Disaggregated, Dispersed Production
With a lame-duck CNO, a divided Congress and the impending launch of the next Presidential election cycle, America’s naval market is locked into something of a fragile and fearful autopilot, cruising inexorably towards whatever excitement 2024 might bring.Materially, don’t expect much change: The demand for naval platforms will continue to outstrip available funding, meaning there will be little movement or growth in America’s major shipbuilding programs of record.
27 Jul 2022
From Surface to Subsea to Space: U.S. Navy Shipbuilding Outlook 2022
As a rudderless U.S. Navy debates maritime strategy, fleet futures and platform performance, America’s naval shipbuilding industry can look forward to another year of relative stasis.Barring a major geopolitical incident or unexpected maritime provocation, government shipbuilding isn’t going to change course. With Admiral Michael Gilday approaching the final “lame duck” year of his four-year term as Chief of Naval Operations and the 2024 election season looming…
16 Jul 2021
Shipbuilding and The Navy Of Tomorrow
In the United States, it is a frustrating time to be in the government shipbuilding business. Even though America depends upon maritime commerce and faces growing security risks at sea, shipbuilding is just not a major national focus.Up to now, shipbuilders have had it pretty good. For the past several years, big naval shipbuilders have enjoyed steady growth and strong performance. In 2020, Huntington Ingalls Industries enjoyed record revenue of $9.4 billion…
01 Jun 2021
Waterways Commerce Cutter: It's Time for an Upgrade
In the last week of April, with little fanfare, the U.S. Coast Guard released a much-anticipated opportunity to build up to 27 Waterways Commerce Cutters. After the detailed design and construction contract is awarded in Spring of 2022, a lucky shipbuilder will begin replacing the Coast Guard’s eclectic fleet of 18 venerable river buoy tenders (WLR) and 13 inland construction tenders (WLIC).The Coast Guard’s inland waterways maintenance fleet has been ignored for far too long.