Podcasts about Shipbuilding

Host Bill Hamblet talks with Joshua Tallis, a research program director at the Center for Naval Analyses, about his article in the latest issue of Proceedings.

Federal judges are under threat as never before. A 60 MINUTES investigation found that judges who have ruled against the Trump administration have become top targets. 60 MINUTES spoke with 26 federal judges – 9 Democratic appointees and 17 Republican, both sitting and retired. As Bill Whitaker reports, the sitting judges tell 60 MINUTES they feel under siege – and fear for their safety and for the future of the country. Heather Abbott is the producer. Shipbuilding in the United States has been decimated over the decades by shortsighted policies and neglect. Today, the U.S. builds about three large commercial cargo ships a year while China rolls out around 1,000. The Trump administration has called this a national security crisis and is making it a priority to revive the American shipbuilding industry. One solution comes from our ally, South Korea. Hanwha, the Korean ship-making giant, is hoping to help resurrect the industry in the U.S. by buying and reviving the Philadelphia shipyard. Correspondent Lesley Stahl reports from Hanwha's shipyards in Korea and Philadelphia. Shachar Bar-On and Jinsol Jung are the producers. Progress in treating diseases of aging like Alzheimer's and other forms of dementia has been difficult. A new research project finds dogs could help change that. Scientists are discovering the biology of aging in our canine companions has striking parallels to human aging. Our dogs develop many of the same diseases we do and have remarkably similar brain structures. Correspondent Anderson Cooper reports on the Dog Aging Project, a community initiative collecting data on more than 50,000 dogs across the country in hopes of revealing pathways to help humans and our four-legged friends live longer, healthier lives. Denise Schrier Cetta is the producer.

1. Jill Biden and President Joe Biden Jill Biden’s remarks about President Biden’s debate performance. She feared he may have been having a stroke, arguing that: Her actions afterward (campaign event, public praise, restaurant visit) contradict that concern. This suggests either exaggeration or dishonesty. Claims that President Biden experienced cognitive decline. Allegations that political leaders and media knowingly concealed this. Media organizations and Democratic officials were aware of Biden’s alleged condition. There was a coordinated effort to hide or minimize it. They frame this as an example of: Political power being prioritized over transparency. A broader credibility problem in U.S. politics. 2. U.S. Shipbuilding and National Security Key points: Heavy reliance on foreign-built ships is presented as a national security risk. A major funding initiative (~$24 billion) for the U.S. Coast Guard is described. Investment includes: New ships and helicopters Arctic icebreakers Shipyard construction (notably in Texas) Claimed benefits: Increased domestic manufacturing Job creation (thousands of jobs) Strategic competition with China and Russia in the Arctic The senator describes: Internal negotiations over where shipbuilding contracts would go (Texas vs. Louisiana). Involvement of the White House and President Trump (in this narrative timeline). Emphasis is placed on: Negotiation strategy Achieving a “win-win” outcome Expanding production beyond initial goals 3. College Sports Crisis and NIL Issues Problems identified: Escalating athlete compensation (tens of millions per team) Transfer portal instability Financial losses for universities Elimination of non-revenue sports (e.g., tennis, Olympic sports) Proposed solution: A bipartisan bill called the “Protect College Sports Act” Supporting arguments: College sports provide educational opportunities for disadvantaged students They promote social unity and personal development Includes testimony from Nick Saban highlighting unsustainable financial trends. Please Hit Subscribe to this podcast Right Now. Also Please Subscribe to the 47 Morning Update with Ben Ferguson and The Ben Ferguson Show Podcast Wherever You get You're Podcasts. And don't forget to follow the show on Social Media so you never miss a moment! Thanks for Listening YouTube: https://www.youtube.com/@VerdictwithTedCruz/ Facebook: https://www.facebook.com/verdictwithtedcruz X: https://x.com/tedcruz X: https://x.com/benfergusonshowYouTube: https://www.youtube.com/@VerdictwithTedCruzSee omnystudio.com/listener for privacy information.

How is Australia's naval shipbuilding sector preparing for a new generation of landing craft, autonomous maritime systems and general purpose frigates? In this episode of the Defence Connect Podcast, senior journalist Robert Dougherty is joined by Paddy Gregg, chief executive officer of Austal, speaking directly from the Indian Ocean Defence & Security Conference in Perth. Austal is one of Australia's leading naval shipbuilders and is currently progressing the Landing Craft Medium and Landing Craft Heavy programs under the federal government's Strategic Shipbuilding Agreement alongside continued production of Evolved Cape Class patrol vessels for the Royal Australian Navy and Australian Border Force. Gregg discusses the timeline for construction of the new landing craft fleet, developments in sovereign supply chains and workforce growth, and Austal's preparation for future involvement in the general purpose frigate program based on the Japanese Mogami Class design. The podcast conversation includes the following topics: Construction timelines and design progress for the Landing Craft Medium and Landing Craft Heavy programs. Development of Australian supply chains and workforce expansion to support continuous naval shipbuilding. Austal's role in the Strategic Shipbuilding Agreement and preparations for future frigate construction in Western Australia. The ongoing production and operational success of the Evolved Cape Class patrol vessel fleet. Hanwha's increased shareholding in Austal and the potential for future industrial and technology collaboration. Austal's growing experience in autonomous and uncrewed maritime systems, including projects conducted in both Australia and the United States. Finally, the discussion explores the growing importance of autonomous vessels and uncrewed systems in future naval warfare and Australia's evolving maritime capability requirements. Enjoy the podcast, The Defence Connect team

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In today’s episode, Ben O’Shea reveals why we’re not out of the woods even though inflation is down. Plus, naval shipbuilding is under fire & Trump’s White House gets a UFC venue.See omnystudio.com/listener for privacy information.

In a recent episode of this podcast, Ross dives into the world of the Jones Act, a federal law that's been around since the early 1900s. This law has a significant impact on the US shipping industry, making it difficult for Americans to trade and do business with each other. The guest, Colin Grabow, Associate Director at the Cato Institute's Center for Trade Policy Studies, joins the conversation to break down the law's effects and explore its history. The Jones Act requires that any goods moved by water within the US must be transported on a vessel that meets specific criteria, including being US-flagged, owned by Americans, crewed by Americans, and built in the US. However, this leads to a limited number of ships meeting these conditions, resulting in higher transportation costs and a "tax" on domestic commerce. The law has been waived temporarily by President Trump, allowing for the importation of energy products, but its long-term effects on the US economy remain unclear. Colin Grabow shares some striking examples of how the Jones Act affects trade, including the fact that Puerto Rico buys more fuel from the Baltic countries than from the US, despite being farther away. He also highlights the law's failure to create a competitive US shipbuilding industry, citing the country's ranking of 19th in the world in shipbuilding. The conversation raises important questions about the law's continued existence and its impact on the US economy. With the temporary waiver in place, it's clear that there are benefits to be gained from repealing the Jones Act. If you're interested in learning more about this complex issue and how it affects the US, tune in to this episode to hear the full conversation with Colin Grabow.See omnystudio.com/listener for privacy information.

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Blockades, 11-month deployments, the Vietnam War, shipbuilding plans, and some love for our friends from The Philippines…a full plate for a Midrats Free for All.SummaryThis episode covers the recent return of the USS Gerald Ford after a 326-day deployment, the significance of naval operations, shipbuilding plans, and geopolitical considerations in the Indo-Pacific region. The hosts analyze naval readiness, technological advancements, and strategic challenges facing the US Navy.Show LinksFORD Carrier Strike Group receives Presidential Unit Citation.USS Mahan (DDG-72) returns from deploymentUSS Midway (CV-41) off Vietnam 1973Easter Offensive of 1972Hong Kong's Mary SooExecutive Orders:141921426514269Latest Shipbuilding PlanDecades-long requirement for a nuclear powered escortMobilize: How to Reboot the American Industrial Base and Stop World War III,by Shyam Sankar and Madeline HartEpisode 393: Building the right carrier; heavy, medium, or light with Tal ManvelBalikatan 2026China, the unwanted guestChapters00:00: Introduction and Overview of the USS Gerald Ford's Deployment10:01: Lessons Learned from the USS Gerald Ford's Deployment14:24: Historical Context of Carrier Deployments22:29: Life on Deployment: Experiences and Morale30:27: Current Naval Operations and Future Considerations33:02: The Ongoing Naval Operations in the Persian Gulf38:55: Challenges in Aircraft Carrier Deployment44:47: The Future of Shipbuilding and Naval Assets50:54: The Role of Nuclear Power in Modern Naval Warfare56:52: International Naval Cooperation and Exercises

Send us Fan MailPeaches is back for the May 12 Daily Drop—moving fast because he's got a meeting… but somehow still manages to cover missing soldiers, nuclear battleships, AI taking over the Pentagon, and why the United States Coast Guard might have the coolest recruiting footage in the military right now.The United States Army confirms recovery efforts off Morocco, the USS Gerald R. Ford breaks deployment records, the Navy wants nuclear-powered Trump-class battleships, and the Marines keep pushing Arctic warfare and expeditionary robotics. Then it gets spicy—United States Air Force is now experimenting with AI for promotion boards, General Atomics MQ-9 Reaper starts shooting down targets with cheap missiles, and Pete Hegseth is going after classified leaks again.Peaches keeps it blunt: AI can help… but if you let it decide careers before it stops hallucinating? That's a dangerous game.Bottom line: technology is moving fast… bureaucracy still isn't.⏱️ Timestamps: 00:00 I've Got a Meeting—Let's Move 01:00 Missing Soldier Recovery in Morocco 03:00 Army Wants New Protein Sources 05:00 USS Ford Breaks Deployment Records 07:00 Nuclear Trump-Class Battleships 09:00 Outsourcing U.S. Shipbuilding?! 12:00 Marines Go Full Arctic Mode 14:00 Robot Airfield Construction 16:00 Air Force Wants AI on Promotion Boards 20:00 Why AI Still Hallucinates 23:00 MQ-9 Reaper Shoots Down Targets 26:00 Space Force Upgrades Global Radar 29:00 Coast Guard Goes Full Badass 32:00 Drug Subs and Boarding Teams 35:00 Mark Kelly vs Pete Hegseth 38:00 Pentagon Uses AI Against Drones 41:00 Navy's Next-Gen Fighter Lives 44:00 Iran Ceasefire on Life Support 47:00 Final Thought—Humans Still Matter

Data shows China led the world in shipbuilding during the first quarter of this year. Completions reached over 15 million deadweight tons, up 46 percent year-on-year, making up nearly 60 percent of the global total.

On the Energy News Beat Stand Up, we are covering 9 big stories, and they all have a huge impact on the markets, consumers, and investors. Goldman Sachs validated what we had been writing about, and we also brought up the other downstream products that look to be approaching a critical supply chain breaking point. In California, that is about 3 weeks, and in the EU, it is sooner. They use a lot more imported jet fuel and diesel. 1. Oil and Energy Market OutlookThe discussion centers on Goldman Sachs' "higher for longer" forecast, suggesting sustained elevated prices for oil, gas, diesel, jet fuel, and gasoline. A key concern is the supply shock in the global petrochemical feedstock market caused by disruptions in the Strait of Hormuz, which could trigger demand destruction and potentially lead to a global recession.2. US Energy ExportsThe podcast highlights record-high US exports of crude oil, refined petroleum products, and petrochemical materials. There's emphasis on the strategic importance of "energy dominance" and energy security through maintaining strong export capabilities.3. California's Energy CrisisA significant portion addresses California's energy challenges, specifically:Refinery closures reducing local production capacityGrowing reliance on imports driving up fuel pricesCalls for federal intervention to resolve the situation4. Geothermal Energy DevelopmentThe discussion explores geothermal energy as a potential solution, with estimates of 150 GW of untapped geothermal capacity in the US. However, regulatory barriers and the need for government support are identified as key obstacles to development.5. Energy Sector Investment AnalysisThe podcast includes technical and fundamental analysis of energy stocks, examining companies like Crescent Energy and Baker Hughes, along with stock valuations and investment opportunities in the energy sector.1.Goldman Sachs: ‘Higher for Longer' Is the New Reality2.The Global PetroChemical Feedstocks Shock is Unfolding3.Demand Destruction is on the Horizon with a Billion-Barrel Hormuz Oil Shock About to Send Prices Up4.US Energy Exports Hit Records as Energy Markets Shift5.U.S. Gasoline Remains a Bargain Compared to Europe – and California6.Energy Security Starts at Home, and Your Energy Dominance Is Exhibited Through Your Exports – How is the U.S. Shipbuilding rolling out?7.Geothermal Breakthrough Looks to Break Open 150 Gigawatt Energy Revolution – If State and Federal Regulators Can Get Out of the Way8.Crescent Energy (CRGY) Valuation Post Earnings and Expectations9.Baker Hughes Q1 Revenue Beats Estimates by $260 Million as LNG Order SurgeCheck out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

SummaryThis episode features a lively free-for-all discussion covering recent naval operations, geopolitical tensions, naval maintenance issues, and international defense collaborations. The hosts share insights on maritime security, shipbuilding, and the strategic importance of alliances in the Indo-Pacific region.Key TopicsNaval operations in the Strait of HormuzUS Navy maintenance and readiness issuesInternational defense collaborations in the Indo-PacificNo one in the Navy has ever been hungry underwayByron Audler: a good yardbirdShow LinksCharge of the Love Boat BrigadeMogami Class FrigateNew Fuel Storage Location in the Southern PhilippinesUSA vs. China GDP Gap GrowsUSS Boise (SSN 764) 2015 Change of CommandChapters00:00: Introduction02:19: Recent Strait of Hormuz Activity07:26: US Navy Intercepts Iranian Ship in Gulf of Oman11:47: Maintenance Challenges16:58: USS Boise Maintenance and Accountability21:40: Naval Readiness and Fleet Sustainability29:46: Japan-Australia Defense Cooperation and Shipbuilding38:55: Pacific Region Security and Naval Assets45:24: China's Demographics and Economic Outlook47:26: NASA Moon Mission and Space Exploration53:14: US-Philippines Relations and Strategic Partnerships58:41: Naval Food and Morale Myths59:57: Remembering Byron Audler

The Today in Manufacturing Podcast is brought to you by the editors of Manufacturing.net and Industrial Equipment News (IEN).This week's episode is brought to you by Loadsmart. Manufacturers are losing time and money managing freight modes in silos. Full truck load decisions happen in one workflow, less-than-truckload in another, and intermodal somewhere else entirely. The result is disconnected planning and hidden or obvious costs that quietly compound over timeManufacturers who unify their mode management under a single platform don't simply save money. They gain a strategic advantage over competitors. Download "The Manufacturer's Guide to Multi-Mode Freight," right now.If you download "The Manufacturer's Guide to Multi-Mode Freight," we are offering podcast listeners a special where you can ask us any question and we will answer it on the next show.Every week, we cover the three biggest stories in manufacturing, and the implications they have on the industry moving forward. This week:- VW Sales Fell Off a Cliff in Q1- Secret Mustard Waste Pipe Lands Factory Owner in Prison- Kimberly-Clark Products Burn After Suspected Arson Destroys WarehouseIn Case You Missed It- Rivian Taps 'Second-Life' Batteries to Power Illinois Plant- Despite Escalating Cyber Attacks, CISA Faces Funding Cut- AI-Powered Welding Robot Designed for Shipbuilding, Heavy ConstructionPlease make sure to like, subscribe and share the podcast. You could also help us out a lot by giving the podcast a positive review. Finally, to email the podcast, you can reach any of us at David, Jeff or Anna [at] ien.com, with “Email the Podcast” in the subject line.

Should the federal government prop up the ailing U.S. commercial shipbuilding sector with subsidies?Support the show

In this episode, we explore the new partnership between International, PlusAI, and Ryder to accelerate commercial driverless truck operations. These trucks are currently hauling live freight on the highly congested Temple-to-Laredo corridor to prove that autonomous technology can safely and profitably scale on demanding supply chain arteries. Next, we discuss the newly proposed federal budget that increases military shipbuilding funding by 242% to a staggering $65.8 billion. While this massive spending package aims to rapidly modernize the U.S. Navy fleet, commercial maritime experts warn it could severely strain the broader supply chain by sparking intense bidding wars for specialized labor and materials. Finally, we cover major consolidation in the freight tech space as load board titan Truckstop.com acquires the heavy haul pricing platform Wize Load. By directly integrating Wize Load's proprietary rate quoting and routing algorithms, Truckstop aims to digitize operations and remove the guesswork for specialized carriers navigating the highly lucrative heavy haul spot market. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we explore the new partnership between International, PlusAI, and Ryder to accelerate commercial driverless truck operations. These trucks are currently hauling live freight on the highly congested Temple-to-Laredo corridor to prove that autonomous technology can safely and profitably scale on demanding supply chain arteries. Next, we discuss the newly proposed federal budget that increases military shipbuilding funding by 242% to a staggering $65.8 billion. While this massive spending package aims to rapidly modernize the U.S. Navy fleet, commercial maritime experts warn it could severely strain the broader supply chain by sparking intense bidding wars for specialized labor and materials. Finally, we cover major consolidation in the freight tech space as load board titan Truckstop.com acquires the heavy haul pricing platform Wize Load. By directly integrating Wize Load's proprietary rate quoting and routing algorithms, Truckstop aims to digitize operations and remove the guesswork for specialized carriers navigating the highly lucrative heavy haul spot market. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

This week Seth Paridon and Jon Parshall welcome back buddy Sal Mercogliano  @wgowshipping  to talk about US Navy shipbuilding and fleet repair in the Pacific theater of Operations. The guys get into several Admirals you've probably never heard of and dive into the Navy's shipbuilding programs that began during the mid-1930's and rolled through to the Two Ocean Navy Act. The sheer amount of vessels constructed is mind blowing! Then the guys get into the absolutely fascinating topic of at sea, or in theater ship repair, how it evolved from 1942 until 1945 when if a ship git hit, she rarely needed to go home to be fixed. Amazing how everything evolved. #wwiihistory #ww2 #usnavy #usa #usarmy #medalofhonor #enterprise #aircraft #aircraftcarrier #cv6 #midway #wwii #wwiihistory #ww2 #worldwar2 #usnavy #usnavyseals #usmc #usmarines #saipan #usa #usarmy #aircraft #aircraftcarrier #battleship #battleships #ussenterprise #aircraftcarriers #museum #essex #halsey #taskforce38 #wwii #wwiihistory #ww2 #usnavy #usa #usarmy #medalofhonor #enterprise #aircraft #aircraftcarrier #cv6 #midway #wwii #wwiihistory #ww2 #worldwar2 #usnavy #usnavyseals #usmc #usmarines #saipan #usa #usarmy #aircraft #aircraftcarrier #battleship #battleships #ussenterprise #aircraftcarriers #museum #hollywood #movie #movies #books #mastersoftheair #8thairforce #mightyeighth #100thbombgroup #bloodyhundredth #b17 #boeing #airforce wwii #wwiihistory #ww2 #usnavy #usa #usarmy #medalofhonor #enterprise #aircraft #aircraftcarrier #cv6 #midway #wwii #wwiihistory #ww2 #worldwar2 #usnavy #usnavyseals #usmc #usmarines #saipan #usa #usarmy #aircraft #aircraftcarrier #battleship #battleships #ussenterprise #aircraftcarriers #museum #hollywood #movie #movies #books #oldbreed #1stMarineDivision #thepacific #Peleliu #army #marines #marinecorps #worldwar2 #worldwar #worldwarii #leytegulf #battleofleytegulf #rodserling #twilightzone #liberation #blacksheep #power #prisoner #prisonerofwar #typhoon #hurricane #weather #iwojima#bullhalsey #ace #p47 #p38 #fighter #fighterpilot #b29 #strategicstudying #tokyo #boeing #incendiary #usa #franklin #okinawa #yamato #kamikaze #Q&A #questions #questionsandanswers #history #jaws #atomicbomb #nuclear #nationalarchives #nara #johnford #hollywood #fdr #president #roosevelt #doolittle #doolittleraid #pearlharborattack #salvaged #medalofhonor #tarawa #malayalam #singapore #guadalcanal #china #burma #oil

(0:00) Friedberg Intros Palantir's Shyam Sankar and Anduril's Trae Stephens (0:56) Palantir Origins: CIA Analyst Joins 20-Person Startup (2:54) War, Deterrence & Silicon Valley's Defense Tech Taboo (8:39) US vs China: Drone Gap, Shipbuilding & 2027 Taiwan Threat (12:27) Anduril's Arsenal-1 Factory & Fixing US Munitions Supply Chain (41:48) Autonomous Weapons, AI Decision-Making & Future of War (47:15) Anthropic vs Pentagon: Ethics of AI in Combat (50:39) Palantir Surveillance State Claims (55:57) Anti-Defense Culture Origins: Vietnam, Snowden & Foreign Influence Axon.ai — AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at https://axon.ai/allin. Follow Trae: https://x.com/traestephens Follow Shyam: https://x.com/ssankar Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect

What does it take to build the world's most iconic superyachts?In this episode, former Feadship CEO Dick van Lent shares a rare inside look at superyacht shipbuilding at the highest level.With decades of experience at Royal Van Lent Shipyard, part of the Feadship group, this conversation explores the reality of yacht construction, engineering precision, and the legacy behind one of the most respected names in global yachting.From scaling superyacht builds beyond 100 metres to maintaining quality across a growing fleet, this is a grounded discussion on what defines excellence in yacht shipbuilding today.The conversation also moves into the infrastructure required to support modern superyachts, including refits, workforce development, and the long-term demands of operating at the top end of the yacht industry.Innovation remains central.From hydrogen-powered yacht concepts to future materials and design, this episode looks at how superyacht builders are shaping the next generation of yacht construction.At its core, this is a conversation about people, precision, and the standards that continue to define the global superyacht industry.━━━━━━━━━━━━━━━ SUPPORTED BY Engineered Yacht Solutions ━━━━━━━━━━━━━━━ If you need serious metalwork done right, from precision yacht fabrication to dependable, real-world solutions, Engineered Yacht Solutions is the team to call. Visit: https://eyswelding.com

In what might be the ultimate front of the U.S. trade war with China, correspondent Jon Wertheim reports from the only active rare earth mine in the U.S., deep in the Mojave Desert near the California-Nevada border.  Shipbuilding in the United States has been decimated over the decades by shortsighted policies and neglect. Today, the U.S. builds about three large cargo ships a year while China rolls out around 1,000. The Trump administration has called this a national security crisis and is making it a priority to revive the American shipbuilding industry. One solution comes from our ally South Korea. Hanwha, the Korean ship-making giant, is hoping to help resurrect the industry in the U.S. by buying and reviving the Philadelphia shipyard. Correspondent Lesley Stahl reports from Hanwha's shipyards in Korea and Philadelphia. Progress in treating diseases of aging like Alzheimer's and other forms of dementia has been difficult, and a new research initiative finds dogs could help change that. Scientists are discovering the biology of aging in our canine companions has striking parallels to human aging. Our dogs develop many of the same diseases we do and have remarkably similar brain structures. Correspondent Anderson Cooper reports on the Dog Aging Project that is collecting data on more than 50,000 dogs across the country in hopes of providing insight into both canine and human disease and revealing pathways to help humans and our four-legged friends live longer, healthier lives. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Morgan Stanley MUFG 's Japan Equity Strategist Sho Nakazawa talks about the sectors that are leading the current rebound of Japanese stocks and why these gains may be more than a cyclical shift.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Sho Nakazawa, Japan Equity Strategist at Morgan Stanley MUFG Securities.Today: How Japan's Takaichi administration could define Japan's stock market for years to come.It's Tuesday, March 17th, at 3 PM in Tokyo.Sanae Takaichi became Japan's first female prime minister on October 21, 2025. She leads a conservative administration that emphasizes defense spending and economic resilience. When Takaichi took office in February, this signaled the start of a structural pivot in Japan's economy. And markets have responded quickly. Over the past several months, stocks with high exposure to the administration's 17 strategic domains have outperformed TOPIX by 15 percentage points. That kind of divergence suggests something bigger than a cyclical rebound. Capital is positioned to a structural shift. First, there's the Japanese government's increased emphasis on economic security and supply chain resilience. This reflects a philosophical shift. For years efficiency ruled: just-in-time supply chains and global optimization. The pandemic and the reorientation towards a multipolar world changed that workflow. Now the emphasis is on redundancy and autonomy – and this has implications for Defense & Space, Advanced Materials & Critical Minerals, Shipbuilding, and Cybersecurity. The second pillar of Japan's structural market shift is AI and the compute revolution. Yes, some investors worry about overinvestment in AI, but we believe in [the] possibility of nonlinear returns as AI breakthroughs occur. And, keep in mind, AI isn't just software. It requires data-center cooling, communications networks, expanded power grids, and critical minerals. This is a full industrial stack upgrade. Looking further out, the global humanoid robotics market could reach US$7.5 trillion annually by 2050 according to our global robotics team estimates. That's roughly three times the combined 2024 revenue of the world's top 20 automakers at about US$2.5 trillion. The third force reshaping Japan's market is infrastructure. The 2026 budget slated towards national resilience initiatives exceeds ¥5 trillion. With aging infrastructure and intensifying natural disasters, resilience spending relates directly to economic security. Ports, logistics, and communications systems are increasingly becoming strategic assets. Our work suggests the long-term construction cycle is entering an expansion phase as bubble-era buildings from the late 1980s reach replacement timing. That points to durable demand rather than a temporary spike. With all of this said, what's also important is how stock market leadership spreads. It tends to move from upstream to downstream – from materials and power infrastructure, to AI, to defense and communications, and eventually to applications like drug discovery, quantum technologies, cybersecurity, and content. Right now, the strongest three-month returns are in Advanced Materials and Critical Minerals, and in Next-Gen Power and Grid Infrastructure. Meanwhile, areas like Cybersecurity and Content have lagged but remain tightly connected in the network. If leadership broadens, those linkages matter. The real constraint isn't political opposition. It's [the] market itself. If investors decide this is a temporary stimulus rather than sustainable earnings growth, valuations might adjust. But we do believe that Japan's equity market isn't simply rallying. It is reorganizing around economic security, AI infrastructure, and national resilience.Thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend and colleague today.

Could a crowded field of Democrats lock themselves out of the Governor's race in a state with a top-two primary? Plus, what a Maritime Prosperity Zone designation could mean for Solano County. Finally, Music Circus opens season with iconic rock opera

1. Middle East crisis2. USFK troops3. Tariffs unlikely4. Economic impact5. Shipbuilding impact

So, is this the time to make battleships great again?I would be hard-pressed to think of a better guest to help us explore that question than returning guest, Rob Farley. A starting point for our conversation will be his article from December, The Trump-Class Battleship Summed Up In 1 Word.Show LinksThe Battleship Book, by Robert Farley'sPatterson School of Diplomacy and International CommerceLawyers, Guns, and Money Dr. Robert Farley's X ProfileDr. Robert Farley's Blue Sky ProfileMy thoughts on SLCM-NSummaryIn this episode, Dr. Robert Farley discusses the concept of battleships, their historical significance, and the strategic considerations for modern naval warfare. The conversation covers technological challenges, political implications, and future force structure planning.Chapters00:00: Introduction to the Battleship Debate02:31: Historical Context and Modern Relevance of Battleships07:44: Survivability and Modern Warfare Challenges13:11: The Role of Nuclear Capabilities in Battleships20:11: Political and Strategic Implications of Battleship Armament23:15: Technological Innovations and Future of Naval Warfare32:36: Design Philosophy and Size of Modern Warships39:32: Historical Lessons and Future Capabilities46:03: Political Implications of Naval Procurement52:30 Shipbuilding Challenges and Future DirectionsDr. Robert Farley has taught security and diplomacy courses at the Patterson School since 2005. He received his BS from the University of Oregon in 1997, and his Ph.D. from the University of Washington in 2004. In addition to the book of the moment, The Battleship Book (Wildside, 2016), Dr. Farley is the author of Grounded: The Case for Abolishing the United States Air Force (University Press of Kentucky, 2014), and Patents for Power: Intellectual Property Law and the Diffusion of Military Technology (University of Chicago, 2020). He has contributed extensively to a number of journals and magazines, including the National Interest, the Diplomat: APAC, World Politics Review, and the American Prospect. Dr. Farley is also a founder and senior editor of Lawyers, Guns and Money.

2.  Guest: Arthur Herman. Herman profiles Henry Kaiser, a construction magnate who applied his rapid building techniques to shipbuilding. Kaiser's "Liberty Ships" became essential for maintaining the Allied supply lifeline against German U-boats during the war.

Need a moment to recover from Valentine's Day? Of course you do!ShowlinksTruxtun-Supply CollisionSecretary of State Marco Rubio at the Munich Security ConferenceMaritime Action PlanSummaryIn this episode of Midrats, Sal and Mark discuss various topics related to national security, starting off with the Truxton-Supply collision. They also delve into Secretary Rubio's speech regarding NATO relations, the decline of the international order, and the challenges posed by China's global influence. Additionally, they explore the Maritime Action Plan and its significance for the future of shipbuilding and economic policy in the U.S.Chapters00:00: Introduction02:10: The Truxtun-Supply Collision11:55: Operational Tempo and Navy Readiness17:24: Secretary Rubio's Speech and NATO Relations27:18: The Decline of the International Order37:03: China's Global Influence and Fishing Practices45:51: Maritime Action Plan and Economic Policy57:59: Strategic Capabilities and Future of Shipbuilding

Episode: 1525 Liberty ships: an amateur takes over the trade.  Today, an amateur builds ships.

In the last episode in our series preparing you for the year ahead, we turn our attention to the dry bulk and shipbuilding sector. Senior reporter Greg Miller and markets editor Robert Willmington assess how each market fared in 2025 before laying out what you should be across in 2026, including an increased focus on tonne miles for the dry bulk sector and the continuing interest shown by national governments in shipbuilding as a strategic business. Will China continue importing record amounts of iron ore? Does it matter if volumes drop off if voyage length increases? Will we see more tankers and bulkers being built or will yards continue to fixate on containership orders? Listen to find out the answers to these questions and more and ensure you're prepared for what the rest of 2026 has to throw at shipping. Learn more about Lloyd's List Intelligence here: www.lloydslistintelligence.com/products/…oyds-list

Show LinksThe Congress, the Golden Fleet, and the Shipbuilding Industrial Base in 2026SummaryIn this episode of Midrats, Sal and Mark engage with Eric Labs, a senior analyst at the Congressional Budget Office (CBO), to discuss the complexities of shipbuilding costs, the role of the CBO in providing independent estimates, and the challenges faced by the U.S. Navy in maintaining and expanding its fleet. Eric shares insights on the differences between CBO and Navy cost estimates, the impact of maintenance on overall ship costs, and the importance of a skilled labor force in shipbuilding. The conversation also touches on the historical context of shipbuilding budgets, congressional appropriations, and the future of naval forces in the face of evolving defense needs.Dr. Eric Labs is Senior Analyst for Naval Forces and Weapons at the Congressional Budget Office in Washington, D.C. He specializes in issues related to the procurement, budgeting, and sizing of the forces for the Department of the Navy. He received his doctorate in political science from the Massachusetts Institute of Technology and graduated from Tufts University, summa cum laude, in 1988. He has worked for the Institute for Foreign Policy Analysis in Cambridge, Massachusetts and, from 1994 to 1995, as a Visiting Scholar at the Center for International Security Studies at the University of Maryland. Dr. Labs has been with the Congressional Budget Office since 1995. Chapters00:00: Introduction to the CBO and Eric Labs03:01: Understanding the Role of the CBO06:01: Cost Estimation Approaches in Shipbuilding08:54: Historical Context of CBO Estimates vs Navy Estimates12:04: Challenges in Shipbuilding Cost Estimates15:09: The Impact of Maintenance on Ship Costs18:00: Congressional Budgeting and Shipbuilding Appropriations20:48: Labor Force Challenges in Shipbuilding23:58: Future of the U.S. Navy Fleet and Shipbuilding27:05: Conclusion and Future Considerations

A continued newbuilding boom in 2025 sees shipyards with the third largest orderbook ever, can momentum be sustained in 2026?In the fifth, and final, part of our shipping market outlook series we are focusing on the shipbuilding sector with Maritime Strategies International (MSI) Managing Director Adam Kent.Speaking to the Seatrade Maritime Podcast he says 2025 was the fifth year of a sustained ordering boom with 90 million gt of vessels ordered last year.Listen to the episode now to get the full pictureIf you enjoyed this episode, please subscribe to ensure you don't miss our latest uploads. For the latest news on the shipping and maritime industries, visit www.searade-maritime.com.Connect with Marcus Hand, Editor of Seatrade Maritime News:Follow on Twitter: https://twitter.com/marcushand1 Follow on LinkedIn: https://www.linkedin.com/in/marcus-hand-b00a317/Don't forget to join the conversation and let us know what topics you want us to cover in future on Twitter, Facebook or LinkedIn

SummaryIn this conversation, the hosts and Palantir's Head of Defense Mike Gallagher and Head of Shipbuilding and Naval Programs Matt Babin discuss the integration of AI and advanced manufacturing techniques in shipbuilding, particularly focusing on the role of Palantir's ShipOS in transforming shipyard operations. They explore the generational gap in expertise within the industry, the importance of optimizing workforce efficiency, and the collaboration between NAVSEA and the Maritime Industrial Base Program. The discussion also touches on legislative support needed for modern shipbuilding and the challenges faced in submarine maintenance and production.ShowlinksU.S. Navy Partners with Palantir to Modernize Shipbuilding Supply Chain and Accelerate ShipbuildingThe Maritime Industrial Base ProgramHow big is the Columbia SSBN?TakeawaysAI and software can enhance traditional shipbuilding processes.ShipOS integrates various aspects of shipyard operations.Bridging the generational gap is crucial for shipbuilding.Workforce efficiency can be optimized through better planning.Legislative support is needed for consistent funding in shipbuilding.Software tools can help decision-makers understand costs better.The shipbuilding industry must attract younger talent.Chapters00:00: The Future of Shipbuilding and AI Integration03:55: Transforming Shipyard Operations with ShipOS10:31: Bridging Generational Gaps in Shipbuilding Expertise12:00: Optimizing Workforce Efficiency in Shipyards18:24: Advanced Manufacturing Techniques in Shipbuilding20:48: Leveraging Commercial Technology for Naval Advantage25:51: Collaboration Between NAVSEA and the Maritime Industrial Base Program33:42: Legislative Support for Modern Shipbuilding44:32: Addressing Challenges in Submarine Maintenance and Production

In the finale of our Best of 2025 series, we're highlighting the modes and legalities that usually stay "out of sight, out of mind." We start with Jason Aristides of Open Tug, who is bringing tech to the 12,000 miles of US inland waterways. Then, maritime law expert Lauren Beagen joins us to break down the residual effects of the 2025 port labor strikes and the new Office of Shipbuilding. We wrap up with Grace Sharkey, diving into the "Icebreaker Race" in the Arctic and the shady reality of celebrity private label brands.Key Takeaways:  Why barges are 85% greener than trucks (and 70% cheaper). The truth about the "Hub and Spoke" model in carrier alliances. How the US is falling behind in Arctic "chess" with only two functional icebreakers. Timestamps:03:50 – Open Tug: Standardizing the River System 39:51 – Port Strikes & Automation 1:39:51 – The Polar Silk Road & Arctic Shipping 2:09:49 – The Private Label ParadoxFeedback? Ideas for a future episode? Shoot us a text here to let us know. -----------------------------------------THANK YOU TO OUR SPONSORS! SPI Logistics has been a Day 1 supporter of this podcast which is why we're proud to promote them in every episode. During that time, we've gotten to know the team and their agents to confidently say they are the best home for freight agents in North America for 40 years and counting. Listen to past episodes to hear why. CargoRex is the search engine for the logistics industry—connecting LSPs with the right tools, services, events, and creators to explore, discover, and evolve. Digital Dispatch manages and maximizes your #1 sales tool with a website that establishes trust and builds rock-solid relationships with your leads and customers.

In this episode recorded live from the 2025 Reagan National Defense Forum in Simi Valley, hosts Lauren Bedula and Hondo Geurts sit down with Congressman Rob Wittman, Vice Chairman of the House Armed Services Committee and Co-Chair of the Defense Modernization Caucus. Congressman Wittman shares his journey from reforming a Boy Scout troop in his small Virginia hometown to leading defense modernization efforts in Congress, driven by a passion for connecting good public policy to decision makers who can execute it. The conversation explores his call for Congress to thank people for taking risks and learning from failures, the critical workforce challenges facing shipbuilding, and why the overwhelming presence of non-traditional defense companies at the Reagan Forum signals a transformative shift in the defense industrial base. Wittman emphasizes that modernization must happen "at the speed of relevance," not incrementally, but with the urgency the strategic environment demands.Five Key Takeaways:Congress must thank people for taking risks, not punish failures: Wittman calls for Congress to "thank them for taking the risk" when acquisition officials present failures, then ask what they learned. Using SpaceX's Starship as an example, he argues that controlled failures accelerate progress, and Congress must stop punishing experimentation with a "process-centric mindset."The Navy's Constellation decision was a watershed moment: The Navy's willingness to reassess the Constellation-class frigate, where mission creep turned an 85% complete design into 15%, demonstrates self-assessment and course correction, the kind that should be celebrated even when acknowledging past errors.Shipbuilding faces unprecedented workforce challenges: With companies like Huntington Ingalls hiring 5,000 workers annually, shipyards must invest in quality of life improvements and expand skill sets beyond traditional trades to include software programming, robotics monitoring, and additive manufacturing.Non-traditionals are transforming the defense industrial base: The overwhelming presence of non-traditional companies, private equity firms, and venture capital at the Reagan Forum represents a fundamental shift. These players bring innovative approaches focused not just on platforms but on enabling the manufacturing process itself through software and data analytics.Modernization must happen at the speed of relevance: "We have to do these things, not just say, well, we'll think about it. We'll do a little bit. This has to be done at the speed of relevance." The strategic environment demands urgent transformation, not incremental approaches, across workforce development, manufacturing, and acquisition reform.

The President and top Pentagon brass reportedly are about announce the US Navy will build more warships as the US ramps up aggressive action to seize oil tankers near Venezuela. Plus, Epstein survivors speak out to decry the actions of the Justice Department and its handling of the release of the files.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

2. Future Fleets: Decentralizing Firepower to Counter Chinese Growth. Tom Modly warns that China's shipbuilding capacity vastly outpaces the US, requiring a shift toward distributed forces rather than expensive, concentrated platforms. He advocates for a reinvigorated, independent Department of the Navy to foster the creativity needed to address asymmetric threats like Houthi attacks on high-value assets. 1918 SEVASTOPOL

PREVIEW Guest: Tom Modly Summary: Former Acting Navy Secretary Modly advocates spinning the Navy off from the Pentagon to improve its standing. He highlights the dangerous disparity in industrial power, noting that China'sshipbuilding capacity is nearly 250 times greater than the United States and is better positioned to convert commercial assets for wartime use. 1911 MAINE IN HAVANA HARBOR

The Coast Guard urgently needs 25 Offshore Patrol Cutters to replace aging ships, but GAO found serious challenges, from unstable designs to unclear cost baselines that put the $17 billion program at risk. Shelby Oakley, Director of Contracting and National Security Acquisitions at GAO, is here to break down the risks and what needs to change before Stage 3 ship construction begins.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

December 11, 2025 - Join us for a conversation on the obstacles and pathways for enhanced US-Korea shipbuilding cooperation with Jeffrey Voth, President of Herren Associates, Inc., an engineering and technology firm headquartered in Washington, D.C. He is author of a recent article, "The US-ROK test case: Can visas and rules unlock American shipbuilding?" US President Donald J. Trump has met twice with Republic of Korea President Lee Jae Myung, first in Washington in August and next in Gyeongju on the sidelines of the APEC Summit in October. The two leaders agreed to The Korea Strategic Trade and Investment deal, which includes a commitment by Korea to invest $150 billion in the US shipbuilding sector. According to the joint fact sheet released after the two summits, Korea has committed to help the US modernize and expand its shipbuilding industry via investments in American shipyards and workforce. And the US has approved Korea's development of nuclear-powered attack submarines, and will "work closely" with Korea to advance requirements for this shipbuilding project, including avenues to source fuel. To help facilitate this collaboration, the US and Korea also agreed to create a shipbuilding working group on maintenance, repair, and overhaul, workforce development, shipyard modernization, and supply chain resilience. Drawing on decades of shipbuilding and combat system integration experience, including direct work on Korea's Sejong the Great class of destroyers, which are among the largest and most heavily armed Aegis Combat System-equipped surface combatants outside the US Navy, Jeffrey Voth will discuss construction challenges and allied collaboration opportunities in conversation with Korea Society policy director Jonathan Corrado. For more information, please visit the link below: https://www.koreasociety.org/policy-and-corporate-programs/2087-us-korea-shipbuilding-cooperation-with-jeffrey-voth

One of our guests on Episode 3 of Midrats was Bryan McGrath, CDR, USN (Ret.). Over the years he's returned often, and has even graced us with the pleasure of a few guest posts here.As he's let people know for years, he was going to retire for good at 60. True to his word, he hung it up a few weeks ago.Earlier this year before he got too focused on his figs and vines, I asked Bryan to come on for a broad-ranging conversation.What a great hour.A retired Naval Officer, Bryan spent 21 years on active duty including a tour in command of USS BULKELEY (DDG 84), a guided-missile destroyer homeported in Norfolk, Virginia. In command, he received the “Admiral Elmo Zumwalt Award for Inspirational Leadership” from the Surface Navy Association and his ship earned the USS ARIZONA Memorial Trophy signifying its selection as the Fleet's most combat-ready warship. His final duties ashore included serving as Team Lead and Primary Author of the US Navy's 2007 Maritime Strategy “A Cooperative Strategy for 21st Century Seapower”.Bryan was formerly the Deputy Director of the Hudson Institute Center for American Seapower. In this capacity, he helped develop the Surface Navy's “Distributed Lethality” concept and the Center for Strategic and Budgetary Assessments' 2017 Navy Alternate Fleet Architecture Study.Bryan earned a BA in History from the University of Virginia in 1987, and an MA in Political Science (Congressional Studies) from The Catholic University of America. He is a graduate of the Naval War College.He retired again in November 2025 after 13 years in defense consulting.Show LinksThe End of the Road, Bryan McGrathIn Praise of the Military-Industrial Complex, Bryan McGrathSummaryIn this episode of Midrats, hosts Sal and Mark welcome back Bryan McGrath to discuss his reflections on retirement, the changes in the naval environment over the years, and the importance of relationships in naval policy. They delve into the challenges facing shipbuilding and naval strategy, the need for diverse naval capabilities, and the influence of Congress on naval development. The conversation also touches on personnel and leadership in the Navy, learning from past naval conflicts, and the impact of historical events on naval leadership. Bryan shares insights on future directions for naval operations, praises recent naval performance, and emphasizes the role of technology in naval warfare. The episode concludes with a discussion on collaboration between industry and military and Bryan's final thoughts on future advocacy in the naval sphere.Chapters00:00: Introduction and Guest Background04:46: Reflections on Retirement and Career Path07:35: Changes in Naval Environment Over the Years11:17: The Importance of Relationships in Naval Policy14:47: Challenges in Shipbuilding and Naval Strategy18:03: The Need for Diverse Naval Capabilities21:25: Congressional Influence on Naval Development24:40: Personnel and Leadership in the Navy28:14: Learning from Past Naval Conflicts32:45: The Impact of Historical Events on Naval Leadership36:08: Future Directions for Naval Operations39:00: Praise for Naval Performance in Recent Operations43:23: The Role of Technology in Naval Warfare46:57: Collaboration Between Industry and Military50:48: Final Thoughts and Future Advocacy

Links1. "Maritime Statecraft and its Future," by Steve Brock and Hunter Stires, CIMSEC, October 21, 2025.2. "SECNAV Del Toro Calls for a New, Bold Maritime Statecraft in Era of Intense Strategic Competition," Department of the Navy, September 23, 2023. 

Episode: 1473 Two unsinkable ships: the Titanic and the Great Eastern.  Today, a story of two ships. One sank. One didn't.

For a decade and a half, since President Obama's Pacific Pivot speech, there has been a rising tide in the conversation about the need to fix the US Navy's shortfall to meet the challenge of the People's Republic of China.Faced with systemic and cascading failures in everything from surface ship design to maintenance, and distractions as frivolous as Great Green Fleets at sea and as serious as the Islamic State ashore, navalists have been waiting for serious action on the waterfront to match the rising tide of the strategic situation.Rhetorically at least, the second Trump administration came in saying all the right things to give hope that, at last, we would turn into the wind.Are we?Returning to the Midrats Podcast is Chris Servello, CDR, USN (Ret.), cofounder of Provision Advisors PR Consultancy. SummaryIn this episode of Midrats, Mark, Sal, and Chris Servello discuss the current state of the U.S. Navy, focusing on leadership challenges, the importance of communication, and the need for innovation in naval strategy and technology. They explore the cultural issues within the Navy that hinder progress and the necessity for reform in acquisition processes. The conversation also touches on the role of allied navies and the importance of domestic shipbuilding capabilities in maintaining American sea power.TakeawaysThe Navy is at a critical juncture in reclaiming its sea power.Leadership changes are necessary to address the Navy's challenges.Communication with Congress and the public is vital for naval support.Cultural issues within the Navy contribute to a lack of innovation.The Navy must learn from allied navies and their practices.Acquisition processes need significant reform to be effective.Risk-taking and creativity are essential for naval success.Domestic shipbuilding capabilities must be prioritized over outsourcing.The current political climate affects national security discussions.The Navy's future depends on effective leadership and strategic planning.Chapters00:00: Introduction05:04: Reflections on Naval Strategy and Leadership09:51: Challenges in Navy Leadership and Administration14:47: Comparative Analysis of Military Services19:50: The Importance of Communication and Public Engagement24:51: Innovations in Naval Technology and Acquisition Reform30:07: Concluding Thoughts on Naval Future and Leadership32:18: Navigating Leadership Challenges in the Navy34:28: The State of American Sea Power36:42: Balancing Domestic and Foreign Shipbuilding40:52: The Future of Naval Strategy and Technology45:18: The Role of Congress in Naval Affairs48:32: Innovating Beyond Traditional Naval Constructs51:43: Cultural Barriers to Risk and Innovation56:40: Reviving Experimentation in Naval Programs01:00:07: Learning from Global Naval Practices

In this special episode of Energy Vista, we dive deep into the future of U.S. maritime power, shipbuilding, and the role of key industrial allies like South Korea. Leslie Palti-Guzman is joined by Ryan Lynch, CEO of Hanwha Ocean's American unit, to discuss the challenges and opportunities surrounding the rebirth of American shipping and shipbuilding.The conversation comes at a critical juncture—amid rising geoeconomic competition with China and renewed interest in strategic industrial capabilities.Key Themes:

How are naval shipbuilding, commercial shipbuilding, and commercial shipping linked together to create a healthy and effective national seapower ecosystem?What did the 1990s “Last Supper” get wrong, and what can be done to correct the error?Our guest this week is Hunter Stires, founder and CEO of The Maritime Strategy Group, returning to Midrats to discuss this and more.We will be using as a starting point for our discussion the recent article that he co-wrote with Steve Brock at CIMSEC, Maritime Statecraft and its Future.SummaryIn this conversation with Sal and Mark, Hunter Stires discusses the interconnectedness of naval shipbuilding, commercial shipping, and the broader maritime strategy of the United States. He emphasizes the historical context of U.S. maritime power, the importance of bipartisan support for revitalizing the shipbuilding industry, and the role of allies like South Korea in enhancing U.S. capabilities. The discussion also touches on workforce challenges, the need for competition in the shipbuilding sector, and the strategic imperative of maintaining a robust maritime ecosystem.ShowlinksMaritime Statecraft and its Future, by Steve Brock and Hunter StiresThe Neptune Factor: Alfred Thayer Mahan and the Concept of Sea Power, by Nicholas A. LambertThe Influence of Sea Power Upon History, by Alfred Thayer MahanShipbuilding, Shareholders, and National Asynchronization, by CDR SalamanderShareholder Interests Are at Odds with Navy Needs, by Martin BollingerEpisode 736: Anduril and the Promise of Autonomous Systems - with Chris Brose, by CDR Salamander & Mark TempestTakeawaysThe U.S. maritime ecosystem is interconnected and requires a holistic approach.Bipartisan support is crucial for revitalizing the shipbuilding industry.Historical lessons from figures like Mahan are relevant today.South Korea's investment in U.S. shipbuilding symbolizes a strong partnership.Workforce challenges in shipbuilding can be addressed through better pay and training.Outsourcing shipbuilding undermines U.S. strategic interests.Competition in the shipbuilding sector leads to innovation and efficiency.The U.S. must leverage its allies for technological advancements in shipbuilding.A maritime revival is possible with the right political will and strategy.Investment in shipbuilding is essential for national security.Chapters00:00: Introduction to Maritime Strategy and Ecosystem02:05: The Interconnection of Naval and Commercial Shipbuilding07:06: Historical Context: Lessons from Mahan and the Past14:40: Bipartisan Support for Maritime Revival18:16: The Role of South Korea in U.S. Shipbuilding31:00: Challenges in U.S. Shipbuilding and Workforce41:50: Future Directions and Strategic PartnershipsHunter Stires served as the Maritime Strategist to the 78th Secretary of the Navy, completing his term in June 2025. He has been recognized for his work as one of the principal architects of the Maritime Statecraft strategy put into action by Secretary of the Navy Carlos Del Toro to rebuild America's comprehensive maritime power, both commercial and naval. Mr. Stires serves as a Non-Resident Fellow with the Navy League's Center for Maritime Strategy and as the Project Director of the U.S. Naval Institute's Maritime Counterinsurgency Project. A graduate of Columbia University, Mr. Stires previously served in the Office of the Undersecretary of Defense for Policy and in several positions on the Navy Staff, including in OPNAV N96 Surface Warfare Directorate, OPNAV N95 Expeditionary Warfare Directorate, and OPNAV N522 Navy Irregular Warfare Group. Since departing government, Mr. Stires founded and now serves as CEO of The Maritime Strategy Group.Mr. Stires has been recognized twice with the U.S. Naval Institute's General Prize, the premier writing award of the U.S. Navy, Marine Corps, and Coast Guard, judged in the blind by active duty Sea Service professionals each year since its inception in 1879. He was awarded 1st Prize for “The South China Sea Needs a ‘COIN' Toss,” published in Proceedings in May 2019; he was awarded 2nd Prize for “Win Without Fighting,” published in June 2020. His article in the Summer 2019 issue of the Naval War College Review, “‘They Were Playing Chicken:' The U.S. Asiatic Fleet's Gray-Zone Deterrence Campaign against Japan, 1937-40,” was selected for inclusion in the Newport Papers monograph Deterrence. Mr. Stires's published work has been cited in a wide range of outlets, including Voice of America, Radio Free Asia, War on the Rocks, The National Interest, 19FortyFive, the Liberty Times, Rappler, and the South China Morning Post —as well as the Chinese language edition of the Global Times.

SummaryIn this conversation, Chris Brose, President and Chief Strategy Officer of Anduril, joins Sal and Mark to discuss the company's mission to revolutionize defense technology by integrating commercial innovations into military applications. He emphasizes the need for mass-producible military capabilities, the importance of adaptability in modern warfare, and the challenges posed by the current U.S. acquisition system. Brose also highlights the significance of collaborative combat systems and international partnerships, particularly through the Ghost Shark program with the Australian Navy. He expresses optimism about the future of U.S. defense, advocating for a shift towards a more agile and innovative approach to military production and strategy.Chapters00:00: Introduction to Anduril and Its Mission04:26: The Unique Position of Anduril in Defense09:02: The Shift in Military Strategy and Production Needs13:11: Designing for Mass Production and Scalability17:50: Innovations in Collaborative Combat Systems23:35: The Ghost Shark Program and International Collaboration28:02: Challenges in the U.S. Acquisition System34:34: Deployability and Operational Integration of New Systems39:41: Cost-Effective Solutions for Modern Warfare45:01: Optimism for the Future of U.S. Defense

Realignment Newsletter: https://therealignment.substack.com/Realignment Bookshop: https://bookshop.org/shop/therealignmentEmail the Show: realignmentpod@gmail.comDoug Most, author of Launching Liberty: The Epic Race to Build the Ships That Took America to War, joins The Realignment. Marshall and Doug discuss the untold story of the construction of Liberty Ships, the massive cargo vessels that carried tanks, jeeps, food, and ammunition to allied forces in World War II. The conversation explores the parallels between World War II problem-solving and contemporary debates about infrastructure, industrial policy, and the private sector's role in government, the importance of bringing a "problem-solving" approach to government, and how the pragmatic choice of emphasizing "ugly duckling" ships over Hitler's obsession with engineering marvels made all the difference.