Across generations of submariners
there's long been a joke that there are really only two types of
ships out there: submarines and targets. For the better part of a century at
this point, submarines have made the world's oceans a pretty
dangerous place for surface ships. But as we covered in a previous episode, some
nations are looking towards new technologies to potentially strip submarines
of some of their advantages. It's becoming clear that the submarines
of the future should expect to be hunted by a new generation of manned and unmanned
platforms equipped with cutting-edge technologies. But rather than give up on the submarine,
major navies around the world are doubling down and pushing ahead
with new and improved submarine designs. It's a race that arguably exemplifies the
technological, industrial and military competition between the world's great naval powers.
And today we are going to talk about it. To do that, I'm going to look at some of
the factors that might be driving countries towards investment in new
generations of submarines. Some of the potential areas
of technological improvement, and why these sort of investment
decisions can be a really big deal. Then we'll look at three main submarine fleets,
their inventories, and plans for the next generation. To illustrate very different force design
approaches, those will be the nuclear-only US force, the mixed nuclear/conventional Russian force,
and the conventional-only Japanese force. In the interest of time I'll really only be
looking at manned submarines this episode, but we will return to unmanned
underwater systems in the future. Finally, having gone over some of those ambitions
and plans, we'll pivot to the question of risk. Including some of the main threats to
these development and building programs that, if not probably managed,
may end up sinking far more of these submarines
than enemy action ever could. But before we jump into it,
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News as always, let's get back to it. OK, so let's start by talking a little bit
about equipment generations in general. And why the decision to switch
over to a new submarine design might be a little different than it is
with certain other platforms. If you think about why nations might make
the potentially very, very expensive decision to switch over to building a new
generation of boats for their fleet, I think it might be useful from the start to think
about it in terms of almost push and pull factors. With push factors being
those that arguably make the status quo and existing
designs less and less tenable, and pull factors relating to some of the
improvements that a new design might be able to offer. Even if that means a lot of
your workforce and crew have to go back to school,
and your learning curves get reset. An example of a pull factor then
might be a technological development that informs a new potential capability, but one
that isn't really suitable for the existing fleet. When major powers started
developing nuclear propulsion plants for submarines in the 1950s for example,
it would have been apparent even before the first pencil hit paper that they weren't going
to be suitable for World War Two hull forms. Meanwhile we've looked at some potential
push factors in our previous episode on anti-submarine technology and
the potential future of the submarine. If anti-submarine options like unmanned
systems or sensors are improving, there's probably going to be a pretty strong
imperative for the submarines to improve too. For many nations there are also going
to be pressures that have a lot to do with industrial capacity and the
inevitable crushing passage of time. There are a lot of countries out
there with old boats in the fleet that are approaching retirement,
but which aren't in active production. In very basic terms, that
sort of ageing out scenario really only gives fleets
a couple of core options. You can just give up on having
submarines, which for some reason tends not to be very popular
as an option with naval planners. You can try and find a way to extend
the lifespan of your platforms even more, although that isn't always
cost-effective or even viable. You can start pulling people out
of retirement and try to figure out a way to restart production of a design
that might be decades old at this point. Or you can use the opportunity to make
a clean-slate transition to something new. As you can probably imagine
based on that, new submarine generations don't exactly
come around every day. Even nations that tend to retire their
submarines relatively quickly, like Japan, still tend to keep boats in
service for north of 20 years, meaning you don't exactly
need a replacement tomorrow. And of course you probably want to manufacture
multiple boats of the same class in series so that you realise at least
some learning curves. A fleet made up entirely of
artisanally crafted, unique prototypes probably isn't going to win you any friends
among the people that have to maintain the things. And so while some system types may lend
themselves to being procurement flings, a submarine program is probably a non-starter
if you are not willing to commit and put a ring on it. There's also another differentiator from
a procurement and planning perspective that makes submarines different
from some other platforms. And it has to do with the basic
fundamental question of how easy it is to upgrade existing systems
as opposed to building new ones. In many cases, before a force signs off on
a requirement for a new piece of equipment there's going to be an investigation
into whether existing equipment can provide the requisite
capability with sufficient upgrades. Sometimes the answer is "yes", sometimes
the answer is "no", sometimes the answer is, "We think it's yes, but once the upgrade package
fails we'll design something new anyway." General rules in this field are always dangerous,
but intuitively you can imagine why some platforms might be more receptive to
easy and cost effective upgrades than others. At the extreme end of the spectrum
you might have something like a technical or other
truck-mounted systems. If you invent a new heavy
machine gun or light missile system, it's probably not going to take a huge amount
of work to just bolt it to the tray of a UTE. A step up might be something like a main battle tank,
but it's worth noting that a lot of the most advanced tanks out there are actually built using
hulls that were constructed during the Cold War. If you compare an early model Abrams to the most
recent versions, you will see this effect in action. And while this has made the vehicle
considerably chonkier than it was back in 1991, and has required some engineering and
modification, it is still at its core an Abrams. Compare an early model T-90 to a T-90M
and again you'll see the same phenomenon. And indeed armoured vehicles with their
powerful engines tend to be so tolerant to relatively (and I stress the word "relatively" there)
simple methods of modification that the war in Ukraine has been able to show
us an incredibly wide variety of - upgrades. But while a tank might tolerate
this sort of evolutionary approach, something more like a
5th generation fighter won't. If you come up with a new radar
that doesn't fit in the F-22's nose, or a new weapon that
doesn't fit in the weapons bay, you may well be looking at a new
aircraft, not an upgrade program. On that sliding spectrum,
submarine upgrades are possible but tend to be towards
the more complex side. You don't really want to cut them open
more than you absolutely have to, and in terms of maintaining the
maximum possible level of stealth these things do tend to be fairly
finely designed to begin with. Yes, there are times where
nations have taken the approach of just strapping additional shit
to the outside of a submarine hull. But there can be a lot of payoff to starting
with a clean, purpose-designed slate. Which brings us to some
of those newer technologies that recent and future submarines
might be seeking to leverage. And to keep things tight in terms
of timing here, it's probably best to group them into categories rather
than explaining each individual innovation. But when you break it down, a lot of them
are going to be trying to move the needle on one or more key factors,
think things like the ability of a submarine to survive in an increasingly
dangerous underwater environment. To be effective or irrelevant
lethal in its core mission. And then finally the kind of factors
you might gloss over in a data sheet, but which can be really important
if you are running a submarine force. Think things like service life, maintenance
requirements, and likely availability. For hopefully relatively
obvious reasons, detectability is often a key consideration
in future submarine design. And particularly if you are
interested in building submarines that can access highly protected
enemy waters for example, not having sufficient stealth
to realistically make it in, complete the mission, and make it
out again may just be disqualifying. To the point where your potentially
still very expensive submarine cannot do the job
that you want it to do. Back in 2016 for example, the
US Director of Undersea Warfare, Rear Admiral Charles
Richard, reportedly said, "Stealth is the cover charge,
stealth is the price of admission, and while we have great access now
we don't take that for granted either." Some innovations to reduce submarine
detectability can be added to existing designs, but in a lot of cases they are probably going
to be more practical to add to a new build. If you come up with stealth
boosting technologies like quieter machinery or a new
nuclear reactor for example, new construction might be an
attractive alternative to upgrades. Propulsion and manoeuvrability is
also an area of constant evolution. Countries are probably going to want their
submarines to be capable of high levels of performance, which probably
means modern power plants. And in the case of conventional
boats, things like enhanced energy storage and
Air Independent Propulsion systems. But they also generally don't
want that to come at the cost of the factor we just talked
about, which is detectability. To that end we've generally seen submarines
move from classic propellers towards propulsors. And the specific design of those
propulsors tends to be so sensitive that when you see photos of submarines in
dry dock for example with their tails exposed, you'll often see a covering placed over them
to conceal the arrangement from prying eyes. The R&D contracts that go into things
like these propulsors are no joke, and the underlying
technologies can be pretty cool. Another desirable aspect here is agility. And partly to that end we've seen a number
of new and planned submarine designs move away from that cross-form rudder
arrangement you can see on the bottom right there, towards the X-form arrangement
you can see on the top right. That might not seem like that much of a visual
difference, but it can have performance implications. From a control perspective the
cross form is probably more intuitive. You have one set of rudders controlling pitch
and another set of rudders controlling yaw. For a human operator that makes the question
of up/down, left and right fairly simple. In that X-form arrangement however, all of those
surfaces are being used for all manoeuvres. That suggests that all else being
equal, you are either going to get more manoeuvrability out
of the same surface area, or the same manoeuvrability
with less surface area. As we will see in a moment, the US and several
other navies have moved towards this configuration with manoeuvrability front and
centre of the stated justification. As one US Navy
official reportedly put it, "The X-shaped stern will restore
manoeuvrability to submarines. As submarine designs progressed from using
a propeller to a propulsor to improve quietening, submarines lost some
surface manoeuvrability." Going over to the X-form configuration might be
one method designers used to address that loss. In some respects you could
describe submarine sensors as the direct counterpart
to submarine stealth. That's particularly the case when you are discussing
potential submarine-on-submarine scenarios, where one of the biggest
questions is who detects who first. If you look at the US Navy's Acoustic
Superiority Program upgrades to late model Virginia-class submarines
like the USS <i>South Dakota</i>, those include both stealth
upgrades like a special coating and machine quieting improvements inside
the boat, but also sensor improvements. Some sensor improvements on modern
submarines may be visually apparent, but I wouldn't ignore the impact of
more invisible improvements as well. Even if you can't improve the
physical sensors themselves on a submarine, you might
be able to improve processing. And in a world where submariners
are likely to be inundated with more sonar and electronic warfare data
than they can manually analyse, we've seen the US Navy discuss
for example the potential of AI tools to rapidly toss out meaningless data,
focusing sailors on the more interesting stuff. If you want to look further into
the future, it's also possible that some of those new types of sensors
that we discussed as potential threats to submarines in our episode
on the submarine's future, might also potentially have a role on
submarines, the torpedoes they fire, or the unmanned systems
that might be supporting them. Speaking of unmanned underwater systems,
while they are mostly a topic for another episode, they are absolutely relevant to
next-generation submarine development. On one hand that might mean equipping
submarines with small, potentially disposable, underwater drones that can be launched
from something like a torpedo tube in order to provide it with additional sensor,
decoy or potentially kinetic options. We've seen navies around the world
experiment with things like teaming concepts for manned and unmanned systems that might be
familiar from our discussion of 6th generation fighters. Some future Russian submarine concepts
for example involve the submarine carrying some larger, reusable
underwater drones into combat. Russian sources claim these Autonomous
Underwater Vehicles, or AUVs, would be able to support the submarine
launching them by doing things like mimicking the signature of larger manned
submarines, as well as carrying sensors of their own. Other even larger unmanned
systems like the American Orca may instead be able to free up submarine
assets by taking over some of their mission. For example, taking over the dangerous and time
consuming task of laying mines in enemy territory. To make the most of that sort
of teaming potential though, or to turn concepts like Distributed
Maritime Operations into reality, you probably need submarines
(like just about all modern platforms) to have really good communications
technology and networking capability. You want these things to ghost
the enemy, not to ghost you. Finally, when we are talking about
new technological developments, especially with attack submarines, it's important
not to look past the munitions they carry. After all, unless the engineers start to
redesign submarines for ramming purposes, in the end submarines don't sink ships:
torpedoes and missiles do. And it's very possible to have
an excellent submarine hampered or a mediocre submarine boosted
by the right armament. During the 1982 Falklands War,
the British Royal Navy had a relatively advanced for the time
nuclear attack submarine in the area. HMS <i>Conqueror</i> would become the
first nuclear-powered submarine to sink an enemy surface vessel using torpedoes when
it sank the Argentinian warship <i>General Belgrano</i>. It would do so using unguided
Mark VIII torpedoes, the design of which dated
all the way back to the 1920s. Now we are now at the point
where there are no major navies cruising nuclear submarines around
using World War Two torpedoes. But as we've seen a number of nations attempt
to push the boundaries of submarine design, we've also in many cases seen accompanying
programs for torpedo improvements. Plus in the 21st century we also see submarines
carrying a lot of weapons beyond the basic torpedo. A majority of recent Russian and American designs
have at least some VLS tubes for a missile armament. And even where you do have designs
that only have horizontal torpedo tubes, it's usually a fairly safe bet that they can
be used to launch a wide array of payloads. An interesting example of evolution
when it comes to missile armament has been the deployment of the first
submarine-based hypersonic missiles. Russia is reportedly already
equipping some of its submarines with a limited number of the <i>
Zircon</i> hypersonic missiles. While the US reportedly
eventually intends to deploy the Conventional Prompt Strike hypersonic
weapon on board the Virginia-class submarine. The general observation here
might be that new developments in longer-ranged more capable missiles
might enhance both submarine survivability and the range of targets
they are able to threaten. From an anti-submarine warfare
perspective, detecting a submarine that has to get within torpedo range
might be a very different proposition to dealing with one that may not even
have to be in the same sea as you. Even though there is clearly a lot of demand in this
bigger, further, faster bucket of weapon systems, there's also evidence of demand for systems
that are instead smaller and cheaper. A $5 million 1.5 ton torpedo
might make perfect sense if you're trying to engage a high
performance enemy submarine. But if you assume the ocean of the future,
like the terrestrial battlefield of the future, may end up saturated with all kinds of
relatively cheap and affordable drones, then trying to service every target out
there that might threaten a submarine with the existing armament might run into the
Tomahawks versus Toyotas problem fairly quickly. Submarines might exhaust their weapon
stocks fairly quickly if they have to take the Oprah Winfrey approach to handing out
Mark 48 torpedoes (or the foreign equivalents). And one imagines treasury officials wouldn't
exactly be thrilled about the whole thing either. Interest in smaller, lighter and cheaper
torpedo and torpedo-like payloads extends to both offensive
and defensive purposes. Smaller systems like the US Navy's
proposed Compact Rapid Attack Weapon, intended to be fired from a submarine's decoy
launchers rather than its full-size torpedo tubes, may be suitable for use
not just in attacking targets but also defending the launching submarine
against things like incoming torpedoes. The closing point here, which is
probably relevant to the discussion of a whole range of next generation
platforms, is that when you talk about technologies emerging that might
threaten an established system, it's important to think what
the potential impacts might be if anyone plays the Uno reverse
card on that technology. If you say drones are going to make
hunting submarines easier for example, you need to ask whether or
not the submarines themselves will have accompanying drones and
what that might mean for the hunt. If the hunters get longer-ranged sensors and more
capable weapons, what might the submarines get? And how might that affect the dynamic of
going from the stage where you roughly know where a submarine is, to successfully
hitting and killing it without it killing you first? As with many platform types, the move
towards next-generation submarines isn't just about developing new technology.
It's about finding different ways to effectively implement and leverage those
technologies on your platform of choice. And speaking of leveraging and implementing
technologies, let's start to look at some actual fleets. What you can see on screen there
are submarine inventory figures for the three forces we are going to be
looking at today, the United States Navy, the Russian Navy, and the Japanese
Maritime Self-Defence Forces. Those figures have been broken
up into the four primary types that we're going to be looking at today:
nuclear-powered attack submarines (or SSNs), nuclear-powered cruise
missile submarines (or SSGNs), the nuclear-powered ballistic
missile submarines (or SSBNs) that carry a significant part of the
Russian and American nuclear arsenals. And then finally conventional diesel-electric
powered attack submarines, designated here as SSK. The figures you can see on screen here are taken
from Military Balance 2024 with two adjustments. Firstly, while Military Balance regards
the majority of US attack submarines (so the Los Angeles and Virginia-class boats)
as being SSGNs because they have VLS tubes, the US Navy itself considers them SSNs,
so I have redesignated them here. For consistency with other episodes I've also
included all 3 US Seawolf-class submarines in the count here, despite the
USS <i>Connecticut</i> currently being damaged after engaging in a spot of
lithobraking back in 2021. Straight away you'll see the difference
in hull count and composition. Both Russia and the United States
have similarly sized SSBN forces for their nuclear deterrents, but the
similarities more or less stop there. And as we start to dig into each of
these submarine fleets individually, we'll arguably see the differences run far
deeper than just the difference in composition. So working our way from
left to right, let's start with the very large, very expensive elephant
in the room: the United States Navy. Barring any sudden, dramatic and overly
vengeful change in Canadian foreign policy, the continental United States has the advantage
of being a long way from potential threats. But on the flip side, that can
also mean it's a long way away from areas of American strategic interest. That means the US Navy is often going to
have to project power over long distances, and the structure of the US
submarine fleet certainly reflects that. With the US Navy currently operating
14 Ohio-class ballistic missile submarines, 4 Ohio-class guided missile submarines, and around 50 nuclear attack submarines
of varying types at any given time. And before we start to talk about
what the US might be trying to field as the next submarine generation,
I think it's worth quickly looking at some of those current generation vessels
and the development trends they represent. The attack submarines of the
Seawolf class arguably represented the absolute apex of US
Cold War submarine design. And that arguably would also end up
being a defining factor in their downfall. Design work on the Seawolf class
would commence in the 1980s when the Soviet Union was
very much a going concern. But by the time Seawolf was
commissioned in 1997, it very much wasn't. At an estimated displacement of
more than 9,000 tons submerged, the first 2 vessels of the Seawolf class
were the largest US attack submarines to date. They could dive deep, move quickly and quietly,
and carried a massive complement of torpedoes. All of which probably seemed like massive
overkill to Congress in an era where rust was making up a greater and greater proportion of
Russian naval tonnage with every year that passed. In the end the US would only commission
three Seawolf-class submarines, with the last one, the USS <i>Jimmy Carter</i>,
being a bit of an interesting case. Compared to the other two boats, the <i>Carter</i> was
significantly modified during the construction phase. The midsection was extended
by about 30 metres, or 100 feet, to accommodate a so-called
"Multi-Mission Platform". That modification, in the words of US
Rear Admiral John Davis, was intended to allow the <i>Carter</i> to, "Support classified research,
development, test and evaluation efforts for notional naval special warfare missions, tactical
undersea surveillance, and undersea warfare concepts." Aka, the <i>Carter</i> probably gets to hang around the
ocean floor a lot doing some very interesting things. In 2012 for example, the submarine
received a Presidential Unit Citation for what was merely
described as "Mission 7". All the Navy said on the
matter was that the <i>Carter</i> had, "Successfully completed extremely demanding
and arduous independent submarine operations of vital importance to the
national security of the United States." The Carter then, arguably something like Russia's <i>
Belgorod</i>, represents something of a unique asset. It can still nominally do the missions that would
ordinarily be assigned to other ships of its class, but it's also there to deal
with the occasional mission itch that no other submarine in the
force may be able to scratch. The subsequent Virginia class
then was intended to be just a bit more chill and more
suitable for the post-Cold War world. Compared to the Seawolves,
the first Virginias were smaller, cheaper, and couldn't dive
to quite the same depth. The amount of torpedoes and missiles
that could be kept in the torpedo room was slashed roughly in half, but
that reduction was partially offset by the fact that the Virginias did gain
12 VLS tubes for cruise missiles. The first Virginia would
be commissioned in 2004 and the class would be
turned out in blocks from there on. Interestingly though, some
later versions of the Virginia class seem to be going in something of
a different developmental direction. Starting with the USS <i>Arizona</i>
that was laid down in 2022, a number of future Virginia-class
submarines are expected to incorporate what's called
the Virginia Payload Module. This is an additional module
which lengthens the submarine and adds the capacity for 28 addition
cruise missiles in a Vertical Launch System. With the addition of that module and
the extra weapon capacity it brings, some future Virginia-class submarines,
which remember were designed partly to be smaller, cheaper and less
heavily armed than the old Seawolves, will instead end up heavier, more
expensive, and more heavily armed. With the planned eventual retirement of the
Ohio-class guided missile submarines though, the US Navy regards this
addition as a critical way to maintain the number of
cruise missile tubes in the fleet. And also to provide a launch platform
for certain next generation weapons, including the Conventional Prompt Strike
hypersonic weapon we mentioned earlier. Moving on from the attack submarines then,
the other major component for the US is obviously the missile
submarines, ballistic and guided. There are 18 Ohio
submarines currently in service, each either capable of carrying 20 Trident
nuclear missiles or 154 Tomahawks. Giving the US Navy the ability to launch
a small fleet's worth of missile strikes with basically zero warning
from almost anywhere. Compared to the attack boats these
are unsurprisingly much bigger boys, getting close to
19,000 tons submerged. But they've generally provided
good service to the US Navy since the first boat was
commissioned in November 1981. But as you might guess from that commissioning
date, they are starting to run into serious age trouble. The four guided missile boats, <i>Ohio</i>, <i>Michigan</i>, <i>
Florida</i> and <i>Georgia</i>, are all more than 40 years old. And while the ballistic missile
versions are on average newer, the youngest version of the class,
USS <i>Louisiana</i>, is still pushing on 27. Certainly young for a human, but
pushing it a bit for a nuclear submarine. With the class beginning to age out,
the US basically had three choices. Give up on its submarine-based
nuclear weapons entirely, obviously unacceptable not just for
strategic reasons, but because it would mean that the British and French militaries
had a capability that the US didn't. Try and put a 40+ year old
design back into production. Or come up with something shiny,
new and very, very expensive. Given that nuclear deterrence isn't
really considered an optional extra by US military planners,
we got the Colombia class. While a bunch of details about the
Columbia class are obviously classified, there are a couple of elements
that have been publicly disclosed. We know it's going to have an X-form rudder,
improvements in quieting, lethality and sensors, a common missile compartment for its SLBMs
jointly developed with the United Kingdom. A variety of smaller improvements,
some of which have been taken directly from later blocks of the Virginia class, and
reportedly an electric-drive propulsion system. Historically, most submarine nuclear reactors
have provided a majority of their energy output in the form of steam which could be
used to drive the propulsion system. That works fine if you're trying
to turn a propeller for example, but good luck running a sonar or a
computer system using superheated steam. On the Columbia class we believe the
power output is mostly going to be electrical. With that electrical energy then being
available to either drive the propulsion system, or a variety of onboard
electronics and systems. In a way this mirrors the development
trajectory we've seen on surface warships and next generation aircraft, where
there is greater and greater demand for more electrical power on board
to support next generation technology. Interestingly, a lot of materials
on the Columbia class also try and describe it as
an efficient, cost-effective design. The Submarine Industrial Base
Council for example has said, "The Columbia-class SSBN program will provide
a credible deterrent at the lowest possible cost." And while there are probably some arguments
you could make in favour of that statement, that doesn't mean these
things will be cheap. And by not cheap, I mean
the first submarine in the class, the perhaps aptly named <i>District of Columbia</i>, which notably gets the honour of swallowing
the development cost for the class, is expected to cost US taxpayers
between 15.8 and 17.5 billion dollars, depending on whether you go with the US Navy
or Congressional Budget Office estimate. The subsequent submarines in the
class, by contrast, are expected to cost a mere 8.4 to 9.2 billion
US dollars per unit. Bringing the total CBO estimate
for a class of 12 boats to 119 billion. While all my US viewers are recovering, I'll add there
are a couple of silver linings to those estimates. For example, the US Navy
believes it will only need 12 Columbia-class boats to
replace the existing 14 Ohios. The primary driver of that is the fact
that Columbia class is being designed to eliminate the expensive and
complicated process of mid-life refuelling. The reactors on these things are being designed
with an intended unrefuelled life of 42 years. Meaning each submarine is expected
to spend more time out on patrol and less time in dry dock
vacuuming up maintenance dollars. The first vessel of the class, the
aforementioned <i>District of Columbia</i>, the stern section of which you can see on
the right there, is already in construction. And the target date for her
commissioning is reportedly in 2028. The current US long-term
shipbuilding plan calls for a steady buy of one Columbia class
per year out into the mid-2030s. At which point the Navy has indicated it wants
to start switching the productive capacity that was building Colombias over to producing some
other (as yet indeterminate) large-payload submarine. Essentially the US Navy has basically
declared that it likes big boats and it cannot lie, and has decided to include some large
submarines in its future budget planning, even if it isn't sure exactly
what they are going to do yet. To quote from a
Congressional Budget Office report, "The Navy would also build a new
large-payload submarine starting in the 2030s or 2040s depending on which
alternative was implemented. That new ship would be a large capacity submarine,
perhaps built on the Columbia-class hull in much the same way that the Navy's existing
SSGNs are converted from a higher class SSBN." It goes on to note that depending on
what ship building plan was implemented, the Navy would seek to acquire
between 4 and 6 of these things. There's plenty of things these
submarines could end up being, from Special Operations platforms
to drone or missile carriers. But given how far off any definitive
decision around them is likely to be, I'm not sure it's worth speculating yet. Instead I'd suggest their inclusion
in that long-term ship building plan probably reflects in part a painful
lesson the US Navy has had to learn. It takes many, many years and extensive
investment to build up the shipyards and workforce you need to effectively
build large nuclear submarines. But it doesn't take very long at all to lose those
shipyards and that workforce if you ever stop building. Both Russian and US industry has had
to deal with that particular challenge. And with the end of the Cold War, many, many
years separated the last Ohio-class submarine being commissioned and construction
kicking off on the first Columbia. Committing to continue building large-payload
submarines even after the Colombias are complete might represent a statement
of intent by the US Navy not to allow that part of its industrial
capacity to atrophy again. Moving on though, while the Columbia
might be a more immediate priority given just how old most of
the Ohio subs are at this point, the US Navy is also looking forward
to a potential next generation replacement for its
attack submarines as well. Yes, the latest model Virginias
are probably some of the best, if not the best, attack submarines
in the world at this point. But the US Navy, like the US Air Force, apparently
has no desire to ever find itself in a fair fight. That means eventually moving
past the Virginias to a new design that at this point only carries
the designation SSN(X). Budget appropriations for research
and design activities related to the SSN(X) have really only started to
ramp up relatively recently. Reportedly aided by the fact that you
are going to have some very experienced design teams rolling off the Columbia projects
who are now free to work on an attack boat instead. While we might know comparatively
little about the Columbia-class boats, we know even less about the
next-generation attack submarine. But one thing we can try to determine
using various public statements by senior US figures is what
the main design priorities are. And where, if anywhere, the service
is considering making trade-offs. Remember, with the move from Seawolf
over to Virginia the Navy originally decided to sacrifice some features like dive
performance or torpedo storage in order to embrace some slightly more humble design goals
that enabled a more affordable submarine. So you might be asking what sort of
humble, restrained and economical goals might the US be embracing
for its next generation attack sub? Well, according to the Executive Director
of the Navy's Program Executive Office for Attack Submarines, the SSN(X)
design will reportedly feature, "Increased speed, an
increased horizontal payload, improved acoustic superiority
and higher operational availability." Admiral Bill Houston, speaking back
when he was Rear-Admiral Bill Houston, Director of the Undersea Warfare Division
at the Office of the Chief of Naval Operations, reportedly said that the SSN(X) has
"Got to be faster, carry a significant punch, a bigger payload, a larger salvo rate.
It's got to have acoustic superiority. And simultaneously we are going
to work on operational availability with respect to maintenance
and life of the ship." If you stitch together some of the
various statements that have been made by US Navy and other
senior US leaders about this thing, you may come to the conclusion that what
the US Navy has basically said it wants is something with more speed and
torpedo capacity than the Seawolf, VLS and missile capacity
more akin to an upgraded Virginia, the operational availability
of the Columbia class, and stealth and sensors beyond
anything that's come before. As Admiral Houston reportedly put it, the
US Navy is pursuing the humble goal of fielding "The ultimate apex predator
for the maritime domain." Thus, while there's very little
certain about the final design, it seems probable that it will be both
very expensive and also potentially very large. To quote from a CRS
report on the program, "These requirements will likely
result in an SSN(X) design that is larger than the original Virginia class
and possibly larger than the original Seawolf." The US Navy requested about 587 million for design and development work
on the SSN(X) in fiscal year 2025, up slightly from 545 million
it requested in fiscal year 2024. But compared to the Columbia class,
construction work is still much, much further off. Originally the Navy was targeting
2031 for construction start, that date then got pushed out to 2035, and it's now looking like
it might be closer to 2040. With the primary driver of that delay being the
availability of funding to get the program moving. The question of how many
of these things will be built in the coming decades is also
still very much up in the air. The Navy's 30-year ship building
plan includes multiple options, and they can vary significantly in how many
of these next generation subs are called for. Option 1) for example calls for 11 more Virginia-class
submarines with the Virginia Payload Module, 10 more without the payload module,
and 33 SSN(X) class submarines. Option 2) by contrast, which prioritises
quantity over the generational changeover, calls for an additional
48 Virginia-class submarines, 11 with the payload module and 37 without,
but cuts the planned SSN(X) buy from 33 to 18. It perhaps says a lot about the US Navy that
the "spam" option (for lack of a better term) involves mass producing one of the most
advanced attack submarines ever designed. But this is the US military,
where the cheap option often isn't. But regardless of what the composition of
America's future attack submarine force looks like, there's still the question of what
they are going to be armed with. And in the interest of time here, I want
to focus specifically on the torpedoes. Here I think you could break some of the US programs
out into at least three different lines of effort. Namely building better torpedoes,
cheaper torpedoes, and smaller torpedoes. At the higher end, at least in
the near term, it looks like the new US answer is going to look
a lot like the old answer. The US has repeatedly upgraded
its Mark 48 heavyweight torpedo, including with the Mod 7 version which was
jointly developed with the Royal Australian Navy. The US actually stopped production of these
heavyweight torpedoes for a number of years when it looked like high-end naval threats weren't
going to be as much of a problem any more. In the 2010s it was decided that maybe
that wasn't the safest assumption to make, and production was slowly restarted. Despite the original ADCAP versions of
the Mark 48 dating back to the late 1980s, this is still a very dangerous
torpedo by global standards. But it's limited by the fact that against a wide
array of targets it's likely to be horrendous overkill. At more than 5 million US dollars per shot,
there are main battle tanks out there that are cheaper than the most
advanced versions of the Mark 48. And in a world where not
every target is going to be a fast-moving deep-diving
decoy-equipped Russian submarine, the US Navy looks to be
trying to develop something a little more affordable to
complement the Mark 48. While we don't have many details yet,
that's likely to be where the Rapid Acquisition Procurable Torpedo,
or RAPTOR, is likely to come in. We should probably expect that
program to use a lot more commercial off-the-shelf technology that can
be obtained and stockpiled quickly. As well as performance characteristics
that are at least a little bit more humble. As well as cheaper, there's also a question of
whether or not torpedoes should be made smaller. While the nearly 300 kilogram
warhead on the Mark 48 is no doubt likely to provide a very
satisfying bang every time one is fired, against a lot of likely future threats like incoming
torpedoes or small surface and underwater drones, it's kind of like taking
a shotgun to a sand-fly. There have also been questions asked
around how economically US submarines could potentially engage masses of surface contacts,
like commandeered civilian ferries and transports, in any hypothetical
future escalation scenario where those sort of vessels might
make a significant appearance. One potential answer here might be
so-called "very lightweight torpedoes". This is the potential domain of systems
like the US Compact Rapid Attack Weapon. The piece you see on the right there by Lieutenant
Commander Patrick Rawlinson of the US Navy hypothesises that with a weapon like that you might
be able to pack as many as 10 per torpedo tube. He notes that the use of these
sort of very lightweight torpedoes as defensive weapons might be
critical for submarines in the future. But they might also provide a
mechanism to give attack submarines much greater magazine depth when
engaging lighter or less demanding targets. Suggesting as an illustration, that
instead of carrying 26 heavyweight and 14 defensive lightweight torpedoes,
a Virginia-class submarine in the future could carry 10 heavyweights
and 160 lightweights. With all the potential implications
that might have for how many targets a submarine could potentially engage
before having to go back to reload. But while the US is undoubtedly pushing
forward with these next generation designs and potential weapon upgrades,
other powers aren't exactly sitting still. And so to illustrate the direction that another
major player might be taking, let's talk about Russia. For the Cold-War Soviet Union, submarines
were one of the cornerstones of its naval power. They were both a vital part of
the country's nuclear deterrent and also an asymmetric counter to
NATO's much greater naval power. The successor Russian submarine force of
the 1990s would face a number of tough battles against foes that have felled many a navy:
namely serious underfunding, rust, and occasionally catastrophic
maintenance standards. With the help of new funding though, the
Russian Navy would start to regenerate in the 2000s. And while there are several fields
of military technical development where Russia has arguably fallen
behind the international curve, its submarine force arguably remains
the cornerstone of its naval power. And its latest submarine models
tend to be described by NATO and other foreign commentators
in very respectful terms. It's also worth noting
that over the last 2.5 years, some of Russia submarines have been
engaged in an active shooting war. With the success of Ukrainian anti-ship missiles,
drones, and in particular naval drones, Russian surface warships in the
Black Sea are having a pretty hard time. At this point Crimea, which has
been hit on a number of occasions by things like air-launched cruise missiles, has
basically been emptied of major naval warships. And Ukraine's grain exports on the Black Sea are now
above what they were during the Black Sea grain deal. But despite all of those changes,
Russia's submarine force is still largely immune to
Ukrainian area denial efforts. Yes, one Russian submarine, the <i>Rostov-on-Don</i>,
was previously hit by Storm Shadow missiles, and just in the last day at time of recording,
Ukraine now claims to have hit the submarine again. The submarine was actually in dry dock
when it was hit by that first missile strike. And most submarines do tend to fail their
stealth checks when there's no water around. Russian submarines in the
water part of the Black Sea have so far proven to
be much harder targets. And they continue to make an
active, if not particularly decisive, contribution to the war effort by flinging
cruise missiles against Ukrainian targets. In terms of force composition,
the Russian force is arguably the most diverse of the
three we are going to look at. They have both the nuclear-powered component
of the fleet, as with the United States Navy, while also maintaining a
conventional submarine force as well. I'll note up front that when we are talking
about Russian submarine evolution as well as their recent and next generation
designs, most observers seem to agree that they are very roughly one
generation behind the Americans. When the US Office of Naval Intelligence
released estimates for how quiet various classes of submarines were
more than a decade ago at this point, they estimated that Russia's latest
and greatest attack submarine was going to be quieter than the
improved Los Angeles-class boats, but still short of the stealth levels achieved by
the USS <i>Seawolf</i>, first commissioned in 1997. That perhaps 10 to 20 year performance gap
obviously favours the American designs, but it's perhaps a tad understandable
when you think about the state of the Russian submarine industrial base
from the 1990s through to the early 2000s. With that context in place,
let's look at some programs. The current fleet of Russian
ballistic missile submarines is divided between older Delta IVs from the
Cold War and the new Project 955 boats. Design work reportedly began in the 1980s
but construction work stretched a bit. Having started construction in 1996,
the lead ship of the class would be commissioned in December 2012. It's worth noting that while the 955s are
much smaller than the old Soviet Typhoons, at approximately 24,000 tons
displacement whilst submerged, they do displace nearly 30% more than
their American equivalents in the Ohio class, despite carrying 20% fewer SLBMs. Russia currently has 7 active boats
of the type divided into two flights, 3 of the base 955 design
and 4 of the improved 955As. Ever since the first the 955A boats, the <i>
Prince Vladimir</i>, was commissioned in 2020 the rate of commissioning has been relatively
impressive by international standards. One submarine was commissioned
every year between 2020 and 2023, another one is expected this year in 2024, with further commissionings
expected in 2026, 2028, 2030 and 2031. Overall, if nothing changes
(noting that isn't a particularly safe assumption to make when
it comes to Russia these days) the construction plan for the class
will probably extend out into the 2030s. Because the current generation Russian SSBN
is in active production, unlike the American one, and doesn't have a level of acoustic
subtlety only a couple of steps removed from a heavy metal band, unlike those
belonging to a certain other naval power, Russia arguably doesn't have
as much immediate imperative, nor as much immediate funding,
to roll out a next-generation design. As a result, what we've seen from
the relevant design bureau so far isn't so much an official
project as a design concept. In 2022 the Rubin Design Bureau showed off their
concept for the so-called "Arctic-class" submarine. This appeared to include a
couple of interesting features including some very large conformal sonar
arrays, including one in the chin position. A pair of flooded hangers to accommodate
two large autonomous underwater vehicles. As well as a fairly unique rudder shape. Interestingly, the concept shown also
seemed to lean into the apparent trend of Russian submarines designed
to carry nuclear missiles carrying fewer missiles than
their American counterparts. The USS <i>Ohio</i> carried 20 tubes
to the Project 955's 16. With the follow on
Colombia class that we'll look at, America appears to be dropping
down to 16 tubes themselves. But if it was built as presented, the Arctic class would
preserve the margin by going down to 12 tubes. All in all, it looks like an
interesting design that has a lot of the hallmarks we associate
with the next generation. But at this stage it remains
very much a concept, and I'm not sure I'd be willing
to put significant chips down on Russia's eventual SSBN successor class
looking anything like the concepts we see today. Moving on from the nuclear missile carriers
to the conventional missile carriers then, Russia started commissioning a
new class of SSGNs from 2013 onwards. You'll often see the Yasen-class boats referred
to as SSGNs, guided missile submarines. But it's important to note there are
some very significant differences in capability and mission between
this family of Russian boats and what America often calls an SSGN,
which is the converted Ohio boats. This class of Russian submarines
is arguably much more analogous to something like the Virginia class
equipped with a Virginia Payload Module. It's a capable attack boat with
a significant missile armament. And like many Soviet and Russian designs
before it, those missile tubes can accommodate not just land-attack missiles,
but anti-ship options as well. Think things like the supersonic <i>
Onyx</i> or the hypersonic <i>Zircon</i>. The submarines likely combine high performance
with an ability to skip mid-lifetime refuelling, as long as you limit the lifetime
of the boat to 25 to 30 years. Based on what's available in open
source, you could probably argue that even though the 885s may not
represent a next-generation submarine, they do probably represent Russia coming out
with a very capable current-generation submarine. The commander of US naval forces
in Europe reportedly described the class as, "Very quiet, which is the most
important thing in submarine warfare." And various sources credit the
submarine with a silent running speed of between 20 and 28 knots,
something which would put it squarely in the domain of the public figures available
for the American Seawolf and Virginia classes. A RUSI report arguably states the
submarine's capabilities in even clearer terms, "In principle, the Yasen and Yasen-M class
pose a substantial risk to Western forces. The combination of quietness
and long-range strike capabilities poses a novel challenge to Western
defenders, both at sea and on land. The range at which the two
submarines can strike targets on land means they would not need to run the
gauntlet of the Greenland-Iceland-UK gap in order to disrupt the effective
mobilisation of Western forces in wartime." The report also notes that the submarines
could potentially open the way for other older Russian designs
to break into the Atlantic by threatening NATO surface
vessels patrolling the gap. That sort of evaluation highlights the
heavy armament of the Russian design. Yes, it looks short on missile count if you
compare it to something like an Ohio SSGN. But if you compare it to
something more like a Virginia, then suddenly the Russian design,
which has the benefit of a wider beam (meaning it's girthier for those of
you who are not navally minded) starts to look pretty good
from an armament perspective. So all in all on paper, the Yasen-class boats
look relatively fast, heavily armed, stealthy, and they even get a couple of respectful
nods of approval from NATO sources. Now, yes, there are always going to
be questions about a range of things, from construction techniques to
whether the submarines will remain as quiet after several years in service.
Noting that one of the great potential threats to the stealth of a submarine
is poor maintenance. Leading to things like worn out
components and the associated acoustic indiscretions they can cause. If you have things like dodgy valves,
pumps or rusted control surfaces, you might see a difference between the on-paper
performance of a sub and its actual performance. Fortunately, we all know the Russian military has
never, ever, had systemic problems with maintenance. But whatever the case may be, and whether
or not you think the glowing evaluation of some Russian submarine
designs by Western naval officials represents a straight
evaluation of their capabilities. Or are potentially tilted a little bit
towards the more optimistic side for reasons that I'm sure have
everything to do with risk mitigation and absolutely nothing
to do with budget requests. Most sources seem to agree
that as far as submarines go, the Yasen-class boats
mean serious business. They do however have at least one clear
weakness that the Russians may try to offset by introducing yet another
new class, they are very expensive. And with that elevated cost,
combined with their recent development has come relatively limited
inventories, at least so far. As good as the Yasen-class boats
are believed to be, they represent at least for the moment, a minority of
Russian nuclear submarine strength. What you can see on screen there
are Military Balance 2024 figures for a range of Russian
SSN and SSGN types. As you can see, the most common
type isn't the Yasen or Yasen-M, although I'll note a third Yasen-M
has now entered service, instead it is the much older Oscar II, a type
that was first commissioned in the 1980s. While the US submarine force also has its own
division between legacy and more recent designs, with a lot of improved Los Angeles-class
boats still remaining in service. When it comes to Russian
nuclear-powered attack and missile boats, the balance is even more heavily
weighted towards the older materiel. Over time that's expected to change, partly because
more Yasen-M boats will continue to enter service. But the sheer scale of the problem, coupled
with the diversity of types currently in service, might explain why the Russian Navy
might be somewhat interested in combining the Yasen-M
with another modern design. In 2018, Russian state media
reported that a new 5th generation nuclear attack submarine
would be completed by 2027. At the time it was referred to
as the Project 545 Husky. From what little we've been shown, including the
model you can see on screen there from a 2020 demo, the 545 seems less like a direct successor
and more like a cheaper alternative. Compared to the older sub, the Husky
is expected to displace more than 2,000 tons less when submerged, have a
lighter armament, and a lighter sticker price. In a sense there might be a little bit of a
Seawolf/Virginia dynamic going on here. Although the two submarines are also potentially
going to replace different older platforms. It's also worth noting that
Russian sources claim to be leaning into modularity a bit
more with the Husky. I'm not sure if taking notes
from the LCS is the best approach for any naval program,
but we'll see how that goes. A final interesting observation
related to the design is that in a lot of the concept art released by the design
bureau, and the model you can see on screen there, the submarine appears to use an old school
propeller, not a pump jet propulsor. That's interesting because Russia
clearly does have that sort of technology and some of their existing
submarine designs use them. One potential explanation may
come down to good old-fashioned design bureau competition, even if both
are ultimately owned by the Russian state. Russia currently has two
submarine design bureaus, one of which seems
comfortable designing vessels with pump jet propulsors,
and the other designed the Husky. What impact, if any, that ultimately has on
the stealth of the final design only time will tell. Alongside its core force of large nuclear
powered missile and attack submarines, Russia also still has
a number of diesel-electrics. This force is still overwhelmingly
made up of various versions of the old Soviet Kilo class, although
there have been attempts to modernise. There was an attempt at what the
Russians called a 4th generation design with the roughly 2,700 ton
displacement Project 677. The program was first jinxed when someone
decided to call the thing the Lada class, and then distressed when the first
version didn't exactly work as hoped. The lead ship of the class, the <i>St Petersburg</i>,
was commissioned into the Russian Navy in 2010, found to be a little disappointing,
and decommissioned in 2024. And while significant redesign and
construction work on the class did continue, it's fairly telling that even in
November 2023 a report came out that the Russian Navy had
commissioned yet another 3rd generation Kilo-class diesel-electric
submarine into the Pacific Fleet. I'll also note that the Russian
state media article on the right there describes the improved Kilo-class submarines
as the "most noiseless in the world". Which on one hand is definitely attempting
to throw some pretty serious shade on various Western submarine designs,
but on the other hand sort of undercuts the Russian design that is supposed
to be a generation ahead of this thing. Despite the partial false start
with the 4th generation Lada, for a number of years now we've
been hearing about Russian proposals to push ahead with a
5th generation non-nuclear design. That said, like many Russian development
programs, determining its exact status isn't simple. In 2016 for example there was reporting
that the first experimental work on the new class could
commence as early as 2017. But in September 2021 Russian state media
reported only that the relevant design bureau had presented several options
to the Navy, and indicated that, "The projects of the latest 5th generation
submarines, the Husky nuclear project and the Kalina diesel-electric project, are
no longer funded by the Ministry of Defence. And United Shipbuilding Corporation
is developing them at its own expense." And, yes, the nuclear-powered
Husky design just mentioned as not being funded by the Russian
Ministry of Defence anymore, is the Project 545 boat that
we discussed just a little earlier. The one you remember that was
totally going to be delivered by 2027. What that article seemed
to suggest is that as of 2021 the status of both future submarine
programs was highly uncertain. It's still obviously possible that
eventually one or both of these designs ends up being built,
at least in some numbers. Although one imagines there are a couple of
facets of the current international situation that might make getting
new development funding a little more difficult than normal
within the Russian military at the moment. In terms of weapons to pair with its
current and future generation submarines, the Russian Navy is arguably a
bit more diverse than the US one. There are systems that are broadly
comparable and fill similar roles, the <i>Kalibr</i> cruise missile for example is broadly
analogous to the American Tomahawk. But the Soviet and later Russian
navies have also maintained some weird and wonderful systems that
don't have direct American analogs. The VA-111 for example is one of very few
super-cavitating torpedoes ever developed. In very crude terms, this is
essentially a rocket-powered torpedo that forms an air bubble
around it as it travels in order to enable underwater
speeds of more than 200 mph. That obviously gives it a much
shorter potential time to target compared to conventional torpedoes
in exchange for a range of drawbacks, including most notably,
significantly reduced range. Russia has however developed and fielded
new conventional heavyweight torpedoes, as well as a range of new missile systems,
many of which are intended for submarine use. The Soviet Navy placed
significant emphasis on the value of long-range submarine-launched
anti-ship missiles to attack NATO targets. The Russian Navy has arguably
continued that trend and built on it by fielding systems like the <i>
Zircon</i> hypersonic anti-ship missile. I've talked about hypersonic missiles
and <i>Zircon</i> specifically before. But I bring them up again here to demonstrate
that even if you presume Russian submarines on average aren't as capable platform-for-platform
as their American counterparts, if they have a sufficiently dangerous
armament with sufficient range and missile-defence penetration capabilities,
they may end up posing more of a threat or having more impact than the performance
characteristics of the submarine alone suggest. Russia also has a number of underwater drone
programs that we'll pick up in future episodes, but you can't close out a discussion of
Russian submarine weapons development without talking about
perhaps the weirdest of the lot. In January 2023 Russian
state media reported the first nuclear-armed Poseidon
drones had been manufactured. The Poseidon, NATO reporting
name Canyon, is believed to be a large nuclear-powered underwater
drone carrying a nuclear warhead. Given its nuclear power plant, this
thing could hypothetically be launched thousands of kilometres from a target,
travel fast and deep towards it, and then sail for example into an enemy port
and detonate the onboard nuclear warhead. Given that most existing missile defence systems
are not exactly optimised for underwater operation, Poseidon would presumably
be able to bypass them in order to reach its
presumably coastal target. There are a lot of questions around
Poseidon and its development. How many are likely to be built, how reliable is the
navigation system, how large is the onboard warhead? But the biggest question
that occurs to me is just: why? As far as we can tell from open source
there is no other power on planet Earth that has built an equivalent to this
thing, and no one seems to plan to. The reason for that perhaps
is that in trade-off terms it just doesn't seem to make much
sense compared to existing systems. Yes, a Poseidon nuclear torpedo could presumably
bypass existing missile defence systems. But it's generally understood that
Russia's existing missile arsenal could already penetrate the missile defence
systems of the United States and its allies, and any future missile defence system that they're
likely to develop and field in the near to medium term. Compared to an SLBM, a
giant nuclear-powered torpedo would presumably take much longer to
reach its target, not be able to carry MIRVs, and also come with the minor
drawback of not being able to hit any target that wasn't on
or near the bloody water. They also appear to be large,
bulky, and intended for carriage in relatively small numbers
by a specialist platform. To date, Russian sources
have generally indicated that Poseidon is intended to
equip the submarine <i>Belgorod</i>. A derivative of the old
Soviet Oscar II class, <i>Belgorod</i> represents a massive
investment of Russian resources. And for all that, it might
be able to carry 6 Poseidons. Something which also presumably comes
with significant opportunity cost attached. If you are out there using the <i>Belgorod</i>
to carry out nuclear deterrence patrols using your second-strike doomsday weapon, one imagines the Russians are
comparatively less likely to have it available for other potentially
more useful tasks. Like for example supporting maritime
special and seabed operations. For me from an investment perspective,
the existence of Poseidon suggests the Russian military may have asked
whether it could, instead of whether it should. For me the biggest
question mark over all of this, which I started to hint at earlier,
is simply resource constraints. Despite the immense demands
of the war in Ukraine, so far Russia has largely succeeded in
ring-fencing its submarine force. Construction activity has continued,
boats have continued to be commissioned, and Vladimir Putin has suggested that
that construction effort will continue. But that doesn't mean that the question
is permanently settled going forward. There's going to be stiff competition for
budget resources, a very tight labour market, and partly related to the above,
significant inflationary pressure. With things like labour costs in Russia spiking
as significantly as they have, it's entirely possible the submarine builders will need contract
revisions if they are going to continue work. And that may put them in direct or
indirect competition not just with other parts of the Russian government, but also
just other parts of the Russian military that, perhaps understandably, might claim
to have their own more imminent concerns. One imagines it might become
harder and harder to justify continued investment in
things like doomsday drones when Private Conscriptovic is over in
Ukraine without any optics on his rifle, a Chinese golf cart for transportation,
and fire support provided by only the finest
artillery pieces of the 1950s. So far the budgetary walls appear to have been
holding, but it's not certain they'll hold forever. Despite the lost years of
the 1990s and early 2000s, Russia still clearly retains the capability to design
and build nuclear and conventional submarines. Outside the bounds of the US
and its allies, Russia still probably leads the field in
several technical areas. And so arguably the greatest challenge
for its submarine programs going forward is simply going to be the
demand for everything else. From an investment perspective,
the big question for me is not so much whether Russia can keep pace
with the United States going forward, but whether it is in the
right race to begin with. And speaking of operating within resource
constraints, there's one more fleet I want to look at. Let's talk about Japan and the submarines
of the Maritime Self-Defence Force. Even by the standards of some of the major
military powers we've looked at this episode, Japan maintains in numerical terms
a relatively large submarine fleet. It has generally remained
fairly stable around its targets of 22 submarines in the main fleet,
plus 2 for training purposes. Noting that for a lot of global fleets, having
2 entire hulls dedicated to the training role is pretty far along to the luxury side
of the essential/luxury spectrum. But what really sets the Japanese fleet
apart from the others we have looked at today is that rather than being a nuclear force
or a mixed nuclear/conventional force, the Japanese remain squarely focused
on conventional propulsion designs in the roughly 4,000 tons submerged range. Now those conventional designs did start to
get modern Air Independent Propulsion systems, starting with the last
two vessels in the <i>Sōryū</i> class. But in 2022 they commissioned
the first of a new class of submarines that have been built from the
ground up with AIP in mind. And which I think illustrates the
Japanese philosophy so far fairly well. In many ways the new <i>Taigei</i> class feels
like an evolution on the older <i>Sōryū</i>. It combines advancement in
sensor technology, silencing, power, propulsion (including the
addition of AIP as I mentioned), a slightly larger displacement,
a complement of around 70 crew. And while it might have nowhere near
some of the performance characteristics that the nuclear-powered
leviathans we've looked at can offer, it's still likely to be very quiet,
very dangerous, and very affordable. Despite being the first boat in the class, <i>
Taigei</i> reportedly cost less than 70 billion yen. Or around 470 million US dollars. Well short of the billions of dollars you'd
expect to pay for a Russian or American SSN. Being a relatively new design, you can
already see evidence of some of the features we associated with next
generation submarines earlier. For example, you can very clearly see that X-shaped
arrangement for the control surfaces at the rear, coupled with a concealed, but one would
presume rather advanced, propulsion unit. The Japanese also appear to have already made
significant movements on the armament front. To date Japanese submarines
only have torpedo tubes, no VLS, but they can launch some
missiles, like extended range variants of the Harpoon,
from those torpedo tubes. And while specifics are hard to lock
down, they may actually have access to one of the best torpedoes in the world.
Right at the end of the 1980s the Japanese adopted the Type 89 as
their heavyweight long-range torpedo. In terms of dimensions and performance,
you'll often see the Type 89 compared roughly to the American Mark 48. But reportedly in 2012 development
started on something better again. The reported requirement included
a range of features including greater resistance to things like
decoys and defence measures. As well as improved reliability
and targeting performance not just in deep waters, but also
in coastal and very shallow waters. Zones of operation that might
be very much front of mind for the Japanese for
hopefully obvious reasons. It's worth noting that Japanese sources still
refer to planned armament improvements, including torpedoes that are
quieter and more difficult to detect. I'm not sure it's 100% certain
whether that refers to an upgraded Type 18,
a new torpedo, or both. But it's interesting to point out that
despite the fact that Japan is now arguably ahead of a lot of other powers
in terms of armament modernisation, it appears to already be making
plans for that next iteration. But in terms of increasing the
lethality of Japan's submarine force, I'd argue there are other future plans that may have
even more of an impact than the new torpedoes. Because after years of building submarines
that basically evolved on the same idea, we are now getting indication that Japan's next
generation is going to be something different. Japan's stated intention is to
build 7 boats of the <i>Taigei</i> class. At one boat built per year with the
first one commissioned in 2022, that gives a pretty clear indication that a next
generation submarine might be coming around 2030. And lo and behold, in 2023
Kawasaki Heavy Industries confirmed that it had received
a research and development contract from the Japanese Ministry of Defence for
a new-generation diesel-electric submarine. The details on said submarine
were relatively vague, one imagines not just because of secrecy,
but also because it hasn't been designed yet. But there have been a number of interesting
statements on the new design from Japanese sources. And there's probably a few things we
can derive from the most unimpeachable and reliable of all information sources:
corporate concept imagery. A few features instantly stand out
in that image on the right there. You have that X configuration, but
you also have other structural changes. The sail has been moved to the aft and the
dive planes been moved from the sail to the bow. But perhaps the most impactful apparent
change is the introduction of VLS. That suggests both that
future Japanese submarines might carry considerably more
bang than previous versions, and that they may provide a much
greater land-attack capability. I need to stress that by global standards
this would be a fairly unusual configuration. VLS armaments are normally associated
with nuclear-powered vessels. And unless you count North Korea's
effort to convert a Romeo into a "tactical nuclear
attack submarine" as they call it, it's relatively unusual for a power to try and
up-gun a conventional submarine in this way. But if you look at Japan's specific strategic position
and its available industrial and financial resources, you can probably start to see why they
may have decided to go in this direction. For the most part, unlike US, Russian, French,
British or to an extent Chinese submarines, The JMSDF probably doesn't imagine its submarines
having to project power that far from home. The country's major stated security concerns
include North Korea, which is just there, and the People's Republic of China,
which is just there. Japanese submarines then arguably
don't need the kind of range and endurance of America's Pacific hunters in order
to reach their areas of operation. What they do need to be is relatively
numerous, survivable, and lethal in an environment that is often going to
be relatively shallow or potentially coastal. The decision to add a long-range missile
armament is also probably a sign of the times, with Japan becoming more
focused on long-range systems that enable it to exercise what it
describes as a "counter-strike capability". And by extension, what missile-armed
submarines might be able to contribute to the
overall firepower of the fleet. And there are other factors, from
the political and social to the industrial, that may have informed the decision
to stick with a conventionally-powered fleet. One of the big ones here from
a defence economics perspective is probably just industrial continuity
and the flexibility that might come with it. Japan has been building diesel-electric
submarines for a very long time at a very consistent pace
and has got very good at doing it. By continuing to turn out one
submarine per year, year after year, participants in the supply
chain for Japanese submarines are often going to have a lot more
certainty than those in other countries. And in fact you could argue that Japan has
maintained that production rate and that stability even when the fleet numbers
themselves don't strictly require it. If you're building one submarine per year
and maintaining a force of 22+2, that means you are throwing out your
submarines on average after 24 years. Which is by submarine standards
a very generous retirement age. What that suggests to me
is that as long as Japan maintains that one submarine per year industrial cadence,
there is always going to be the possibility there with additional investment in maintenance,
overhauls, crew training, munitions, etc. to steadily lift the number of submarines in
the force over time to some new steady state. If you kept every submarine for 30 years for
example, the force might go from 22+2 to 28+2. Certainly more easier said than done, but almost
certainly cheaper than just building more submarines. I bring all this up to try
and illustrate a point. When it comes to almost any field of
technological development, military or otherwise, there can be a tendency to start to
presume what the future is going to look like. With submarines we see countries like
Russia, France, the UK and United States all pushing towards a certain apparent vision of
what a next-generation submarine will look like. A nuclear-powered underwater
monster with slightly less technological complexity
than the Starship <i>Enterprise</i>, and budget line costs that
could bankrupt smaller nations. Then much like 6th generation fighters in the air,
those very expensive underwater platforms are meant to be augmented
by all sorts of unmanned systems. For many countries,
especially those with long-range power-projection requirements,
that may be the right approach. But there are a wide variety of countries out
there, whether you're talking about Japan, the Republic of Korea, Singapore, India,
Pakistan, Egypt, or a variety of European states, and arguably with its hybrid fleet structure,
the People's Republic of China, that all seem to see a place for conventional
submarines in the next generation mix. These smaller diesel-electric
submarines do have their drawbacks. And for a nation like the US they'd
probably be a bit of a non-starter. But hunting a very quiet, modern,
AIP conventional submarine in its home or familiar waters
is an ASW nightmare. And given that the cost gap might be the
difference between a country like Japan being able to afford 22 submarines or 2,
(if you take the latest Virginias as a baseline) I think it's probably understandable
that there is more than one direction of travel on
submarine development out there. And I think it's important to understand
from an analysis and planning perspective, that for some countries just
because something doesn't look like the future, it doesn't
mean it isn't the future. And so in conclusion I wanted to
flag some of the major challenges these next generation programs might face,
as well as the opportunities they might present. Perhaps the greatest challenges
to some of these programs, and a factor we will definitely
explore more in the future, is simply having the industrial capacity
necessary to build them at the desired rate. Even the United States, with the largest
fleet of nuclear submarines in the world, has been facing industrial
constraints for years. And it's likely to take considerable further
investments in the submarine industrial base and its associated workforce, if all of
these new very complicated submarines are going to be built in the planned
quantities on the desired timelines. Another barrier whether you're talking
about Russia, the United States or many other submarine
operators may simply be cost. The Japanese boats aside, most of the platforms
we've talked about today are horrendously expensive. And analysis suggests that all versions of the
US Navy's proposed 30-year ship building plan would require a considerable
increase in shipbuilding funding just to hit the outline targets
as they stand today. And even where those investments are
made, technology risk is likely to follow. Both in terms of technologies these
submarines are to rely on not maturing in time, and also anti-submarine warfare
threats continuing to evolve. Some of the programs we have talked about
today are intended to field submarines expected to serve into the 2070s or 2080s. Meaning that if we suddenly get to
the 2050s, and some new unexpected technology has suddenly made submarines
less viable, you could hypothetically find some very expensive investments having
their values significantly written down. But what is abundantly clear is that even
though next-generation submarine programs arguably represent a very
expensive, very long-term bet, it's one that just about every major
naval power out there is choosing to make. Whether you are talking about
Russia, China, the United States, the United Kingdom, France
or several others besides, all have apparently come to the decision
that the submarine is so indispensable as a platform that it's
worth making the investment. That it's worth betting on the promise of long-term
deterrence and potentially underwater dominance. Even a small number of
advanced nuclear submarines is the kind of threat an opponent
has to take very seriously. And so in the coming years we should
expect to see a range of new designs start to take shape in
dry docks around the world. And OK, channel update to
close out. I'll try and keep it brief. I very much hope you enjoyed
the topic, which in many ways follows on from our previous video
on the future of the submarine. If things go well, I would
like to do a third entry specifically on US military
shipbuilding, but time will tell. For patrons, as promised the charity poll
should be up by the time this video goes live. And for those of you interested
in Perun Gaming, that channel has resumed a regular cadence
of updates now as well. Thank you very much to all of
you for your support as always, and of course thank you to Ground News for
their long-term sponsorship of the channel. I wish you all, and especially the
bubbleheads among you, the very best and I hope to see
you all again next week.