Submarines and the Future of Defense Manufacturing

Bullish:

• $DEFENSE - Massive expansion in submarine production capacity from 13 million to 70 million labor hours needed, with government removing bureaucratic blockers and creating dedicated leadership roles to accelerate defense industrial base rebuild.

  • “The amount of work that we need now to build our two plus one to replenish our fleet and to replace our Ohio class ballistic missile submarines with Columbia is on the order of about seventy million hours. So that's more than five times as much as where we were just a little over a decade ago.”

    Robert·0:25

  • “Congress, both Senate and the House, the Navy, the Department of War has really hit the go fast button and removed a lot of these blockers.”

    Chris·9:50

  • “We're really trying to supercharge that with investments like we have here at Hadrian.”

    Robert·5:37
• $HADRIAN - Hadrian opening massive 2.25 million square foot advanced manufacturing facility to support submarine programs, with software-driven manufacturing approach to achieve 50-70% productivity improvements addressing critical workforce shortage.

  • “We're opening of Hadrian's Factory four, a 2,250,000 square foot advanced manufacturing facility that's gonna support the Columbia and Virginia class submarine programs.”

    David·2:55

  • “We have to get this productivity uplift by fusing workforce training and software together to go a lot faster.”

    Chris·0:41

  • “if we translate the seventy million hours target into people with software, we can make that 50% less people, 70% less people.”

    Chris·14:10