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Australia Faces Submarine Shortage Without Aukus Deal

3/27/2026, 10:13:19 AM

Critical Warning on Submarine Acquisition

Australia's senior defence officials have issued a stark warning regarding the potential consequences of abandoning the Aukus agreement with the United States and the United Kingdom. Hugh Jeffrey, deputy secretary for strategy, policy, and industry, stated that if Australia were to withdraw from the deal, it would be left without any submarines. The Aukus pact, valued at $368 billion, aims to provide Australia with eight nuclear-powered submarines, but concerns have arisen over the slow shipbuilding rates in both the US and UK, as well as the lack of guarantees for timely delivery.

During a recent Sovereignty and Security Forum in Canberra, Jeffrey emphasized the government's commitment to pursuing the Aukus plan, stating, "Defence has been directed to pursue Aukus and we are pursuing Aukus and that’s our plan." He refrained from discussing alternative plans, stating, “I would not venture into the space about ‘Plan B’ or ‘Plan C’.”

Concerns Over Current Submarine Fleet

The urgency of the situation is underscored by the condition of Australia's existing submarine fleet, the Collins class, which has been in service far beyond its expected lifespan. Former Prime Minister Malcolm Turnbull raised critical questions about the feasibility of the Aukus deal, particularly regarding the production capacity of the US. He pointed out that if the US cannot meet its own submarine needs, it is unlikely to provide Australia with the promised Virginia-class submarines. Retired Rear Admiral Peter Briggs echoed these concerns, suggesting that Australia should reconsider its commitment to Aukus and explore other options.

Historical Context of Submarine Acquisition Efforts

Jeffrey noted that the current effort under Aukus represents the fourth attempt since the 1980s to replace Australia's ageing submarine fleet. He highlighted the challenges posed by domestic politics that have historically hindered previous submarine acquisition programs. "Each effort, since then, to replace it has fallen afoul of domestic politics," he remarked, urging a focus on moving forward rather than revisiting past failures.

Official Statements on the Future of Aukus

In response to ongoing scrutiny, Jeffrey reiterated the importance of the Aukus agreement, stating, “If you really want to be in a position where we have no submarines then ‘turn back’.” He emphasized the need to avoid politicizing defence capabilities, advocating for a unified approach to national security.

Criticism of the Aukus Agreement

Critics, including Turnbull and Briggs, have raised alarms about the viability of the Aukus deal, questioning whether Australia can realistically expect to receive the submarines on time. They argue that the current trajectory may leave Australia vulnerable, relying on an outdated fleet while waiting for new vessels that may never arrive.

Conclusion: The Path Ahead

As Australia navigates the complexities of its submarine acquisition strategy, the Aukus agreement remains a focal point of debate. The government's commitment to this plan is clear, but the challenges ahead, including production delays and political hurdles, raise significant questions about the future of Australia's naval capabilities.