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Is U.S. shipbuilding really experiencing a renaissance, or are we repeating the costly mistakes of the 1980s? This episode of What's Going On With Shipping breaks down the surge of recent headlines surrounding multi-billion-dollar investments, naval expansion plans, and new drone ship facilities. While billions are being poured into naval defense and autonomous craft, the commercial side of American shipbuilding remains critically neglected—producing just a tiny fraction of the global deep-draft fleet. Key Points Covered: 🚢The Global Production Imbalance: Why China, South Korea, and Japan control 94% of global shipbuilding while the U.S. commercial sector builds virtually zero large deep-draft cargo ships. 🚢The Golden Fleet & 30-Year Navy Plan: An analysis of the Navy’s FY2027 plan, the massive push for Medium Unmanned Surface Vessels (MUSVs), and where actual fleet numbers are coming from. 🚢Workboats vs. True Ships: Examining the $1.2B contracts awarded to Louisiana yards for autonomous vessels like Saronic’s Marauder—and why building 150-foot aluminum hulls does not solve America's deep-water sealift crisis. 🚢New Yards & Expansion Projects: Breaking down Saronic’s Port Alpha in Brownsville, Anduril’s Sparrows Point facility in Baltimore, and the modernization of Gulf Copper Shipyard in Texas for Arctic Security Cutters. 🚢The "Finland Model" & Foreign Yards: How the U.S. is turning to allied overseas builders for initial construction phases, and the risks of trying to adapt foreign designs to U.S. military standards. 🚢Commercial Milestones: Matson’s christening of the LNG-powered Makua at Philly Shipyard and why a handful of specialized Jones Act container ships is not enough to maintain a viable industrial base. 🚢The 1980s Trap: How Secretary John Lehman’s 600-ship Navy and the end of Construction Differential Subsidies (CDS) gutted commercial yards 40 years ago—and why relying solely on defense contracts leaves American maritime power vulnerable. Contact What's Going on With Shipping via: Patreon: www.patreon.com/wgowshipping Twitter: @mercoglianos Bluesky: @mercoglianos.bsky.social Facebook: @wgowshipping Email: [email protected] 00:00 - Introduction: Is U.S. Shipbuilding Working? 01:40 - U.S. Navy FY2027 Shipbuilding Plan & "Golden Fleet" 04:00 - Commercial Hulls in the Navy Program (Tankers & Sealift) 05:09 - Gulf Copper Modernization & Arctic Icebreakers (Finland Model) 09:08 - Trump Administration Executive Order & Maritime Memo 14:35 - Navy Drone Contracts: 30 MUSVs Across Louisiana Yards 17:30 - Saronic’s $3 Billion "Port Alpha" Shipyard in Brownsville 19:07 - Anduril’s "Arsenal 2" Submarine Facility at Sparrows Point 21:32 - Hanwha Philly Christens Matson’s Aloha-Class Makua 25:32 - Repeating the 1980s: The 600-Ship Navy & Why Commercial Shipbuilding is Critical for Maritime Security U.S. Navy Unveils $65.8 Billion Shipbuilding Push to Launch Trump’s ‘Golden Fleet’ https://gcaptain.com/u-s-navy-unveils-65-8-billion-shipbuilding-push-to-launch-trumps-golden-fleet/ Davie Breaks Ground on $1 Billion Texas Shipyard Expansion for Coast Guard Icebreakers https://gcaptain.com/davie-texas-icebreaker-factory-groundbreaking/ TOTE, Hanwha Philly Shipyard Selected to Build Trump’s ‘Golden Dome’ Missile Defense Vessels https://gcaptain.com/tote-hanwha-philly-shipyard-selected-to-build-new-u-s-missile-defense-vessels/ TOTE Mobilizes U.S. Shipbuilding Base for Navy’s $2.2 Billion Landing Ship Program https://gcaptain.com/tote-mobilizes-u-s-shipbuilding-base-for-navys-2-2-billion-landing-ship-program/ Fact Sheet: President Donald J. Trump Rebuilds the U.S. Navy and America’s Shipbuilding Industrial Base https://www.whitehouse.gov/fact-sheets/2026/08/fact-sheet-president-donald-j-trump-rebuilds-the-u-s-navy-and-americas-shipbuilding-industrial-base/ Trump Opens Door to Foreign-Built Warships in Major Navy Shipbuilding Overhaul https://gcaptain.com/trump-opens-door-to-foreign-built-warships-in-major-navy-shipbuilding-overhaul/ 3 Louisiana Shipyards to Build 30 Drone Ships in $1.2B Navy MUSV Deal https://news.usni.org/2026/09/29/3-louisiana-shipyards-to-build-30-drone-ships-in-navy-musv-deal Saronic Starts Construction on $3 Billion Texas Shipyard https://gcaptain.com/saronic-starts-construction-on-3-billion-texas-shipyard/ New Maryland Defense Shipyard Gets $6.6 Billion Commitment and Trump Visit https://gcaptain.com/new-maryland-defense-shipyard-gets-6-6-billion-commitment-and-trump-visit/ Matson Christens First Aloha Class Containership at Hanwha Philly Shipyard https://gcaptain.com/matson-christens-first-of-three-new-aloha-class-containerships-at-hanwha-philly-shipyard/ Stop Calling Saronic a Shipbuilder: The Dangerous Lie Behind Naval Drones https://gcaptain.com/saronic-marauder-ship-or-boat/

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