The Grumpy Strategists AUKUS gets steamy, & cherrypicking can't make the US National Security Strategy good news
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Dec 12, 2025 
In this discussion, Dr. Marcus Hellyer, a leading expert on geopolitics and defence procurement, offers sharp insights into the secretive AUKUS review and its implications for US-Australia relations. He critiques the recent US National Security Strategy for its grievance-driven perspective and the problematic revival of 19th Century spheres of influence. The hosts explore concerns around US submarine production shortfalls, the need for transparency in AUKUS costs, and how Australia's dependence on US forces shapes its strategic future, leaving listeners with much to ponder.
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AUKUS Strength Claims Versus Hidden Risks
- The claimed "strengthening" of AUKUS masks serious delivery and transparency problems across partners.
- Marcus Hellyer and Michael Shoebridge warn that no risks have been retired and key details remain undisclosed.
Opaque UK Submarine Schedule
- UK SSN AUKUS schedule and design details are being withheld from Australian parliament.
- Officials provide vague, nontransparent answers like "based on BAE's process" instead of concrete milestones.
Barrow Capacity Is A Critical Bottleneck
- UK shipbuilding faces major capacity and workforce shortfalls at Barrow that threaten delivery rates.
- Lord (Case) flagged housing, skills and infrastructure gaps undermining ramp-up to many more submarines.