REPLAY: Navy Shipbuilding Pressures, Coming Changes and Their Impacts on Industry

09/24/20 03:45AM EDT

Defense Policy Subscribers: CLICK HERE for video & audio replays.

https://app.hedgeye.com/feed_items/89027?with_category=50-defense-policy

The call covered:

  • The Budget Context of the Shipbuilding Plan
  • The threat and urgent need for a robust plan 
  • What's wrong with the current plan: under-resourced, not the right mix
  • Recognition and promise of an additional $3-$5B (15 to 25%) annually in shipbuilding resources
  • What a new plan would look like and who wins/loses

(Note: The story that I'm sticking to: Hawaii has been locked down and the barbershops have been closed!)

For more information or if you'd like to go into depth on this or any other defense-related topic, contact 

© 2024 Hedgeye Risk Management, LLC. The information contained herein is the property of Hedgeye, which reserves all rights thereto. Redistribution of any part of this information is prohibited without the express written consent of Hedgeye. Hedgeye is not responsible for any errors in or omissions to this information, or for any consequences that may result from the use of this information.