• 5 min read
• Published on 25 July 2025
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View the full Basket:America's Undersea Arsenal
In a world where markets seem to lurch from one tech-fuelled frenzy to the next, I find a strange sort of comfort in things that are slow, deliberate, and frankly, a bit boring. While everyone else is chasing the next big thing in software, I’m looking at things that take a decade to build and are backed by the one customer who, for better or worse, always pays its bills. I’m talking about the murky, silent world of submarine construction.
When the US government quietly adds another $1.85 billion contract for submarine materials, it doesn’t make for a flashy headline. There are no charismatic CEOs tweeting from a rocket. But for an investor, that number represents something far more valuable, predictability. It’s a signal of a long term commitment to naval power, a commitment that could offer a steadying hand in a volatile portfolio.
View the full Basket:America's Undersea Arsenal
Let’s be honest, the business of building nuclear submarines isn’t exactly a free market paradise. You can’t just decide to build a shipyard in your back garden and bid for a contract. In the United States, there are precisely two companies capable of the job, General Dynamics and Huntington Ingalls. This isn't a market, it's a duopoly. This structure means they aren’t exactly slashing prices to outbid dozens of rivals.
This creates a rather cosy arrangement. The US Navy needs submarines to replace its ageing fleet, a process that will take decades, not years. These companies have a guaranteed customer with a multi-year shopping list. Unlike a car manufacturer that has to worry about consumer confidence and recessions, these shipbuilders operate on a timeline dictated by national security, which, as you may have noticed, is a growth industry. This government backing provides a level of revenue stability that most commercial companies can only dream of.
View the full Basket:America's Undersea Arsenal
While the big shipbuilders get the attention, the real story, to me, often lies one layer deeper. A submarine is not just a steel tube. It’s one of the most complex machines ever created, a web of advanced electronics, sonar systems, and secure communications. This is where you find the specialists, the companies that provide the boat’s eyes and ears.
Think of a company like Northrop Grumman. They design the sophisticated sonar systems that allow a submarine to navigate the abyss and detect threats without being seen. Once their technology is designed into a Virginia-class submarine, do you think the Navy is going to rip it all out and try something new? Not likely. The switching costs are astronomical. It’s this intricate network of essential suppliers that makes a theme like America's Undersea Arsenal so compelling. You’re not just looking at one or two giants, but an entire ecosystem built on expertise and high barriers to entry.
View the full Basket:America's Undersea Arsenal
Of course, no investment is without risk, and defence is no exception. This isn't a "fire and forget" opportunity. These programmes are subject to the whims of politicians and budget cycles. While submarine funding tends to have broad support, a sudden shift in political priorities could always slow things down. Cost overruns are another perennial feature of large defence projects, which can sometimes squeeze profit margins. Investing here requires a belief that the strategic need for undersea dominance will outweigh the inevitable political squabbles and budgetary headaches. To me, that seems like a reasonable wager, but it’s a wager nonetheless. The long term trend seems set, but the journey could still encounter choppy waters.
View the full Basket:America's Undersea Arsenal
View the full Basket:America's Undersea Arsenal
View the full Basket:America's Undersea Arsenal
View the full Basket:America's Undersea Arsenal
View the full Basket:America's Undersea Arsenal
View the full Basket:America's Undersea Arsenal
This article is marketing material and should not be construed as investment advice. No information set out in this article be considered, as advice, recommendation, offer, or a solicitation, to buy or sell any financial product, nor is it financial, investment, or trading advice. Any references to specific financial product or investment strategy are for illustrative / educational purposes only and subject to change without notice. It is the investor’s responsibility to evaluate any prospective investment, assess their own financial situation, and seek independent professional advice. Past performance is not indicative of future results. Please refer to our Risk Disclosure.
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