Takeaway: A 30 minute discussion with slides of the Navy's current shipbuilding plans, potential changes and their impact on the industry.

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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