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In this episode of the Defence Connect Spotlight podcast, host Steve Kuper is joined by Lee Davis, senior director at Honeywell Aerospace Australia, to unpack what’s being described as the most transformative industrial undertaking in the nation’s history – Australia’s AUKUS industrial base strategy.
At its core, AUKUS is about far more than submarines. It’s about building a deeply integrated, trilateral industrial ecosystem across Australia, the United States, and the United Kingdom – one that combines advanced design, nuclear propulsion expertise, and sovereign Australian industrial capability.
Kuper and Davis explore what it actually takes to stand up a domestic nuclear-powered submarine enterprise – from shipbuilding and sustainment to workforce development and supply chain integration. A key focus is how Australian industry, particularly small and medium-sized enterprises, can position themselves to plug into global supply chains and capitalise on unprecedented access to allied programs.
Davis provides insight into the role of industry in driving capability, highlighting how clear demand signals and government investment are critical to unlocking scale, innovation, and long-term resilience.
The conversation also examines the policy settings underpinning AUKUS, including new export control reforms enabling licence-free defence trade between partners, and what this means for technology transfer, intellectual property, and sovereign control.
But with opportunity comes risk. The pair discuss the challenges ahead – from workforce shortages and infrastructure demands to supply-chain bottlenecks and the complexity of managing sensitive nuclear technologies.
This is more than a defence capability story, it’s a whole-of-nation industrial transformation.
Enjoy the podcast,
The Defence Connect Spotlight team
Listen to previous episodes of the Defence Connect podcast:
Episode 11: PODCAST: AUKUS, China and Australia’s defence industrial future, with former prime minister Scott Morrison
Episode 10: CONTESTED GROUND: When AI goes rogue – the emerging threat Australia isn’t ready for
Episode 9: PODCAST: Frontier AI, cyber warfare, and defending Australia’s military networks, with Wendi Whitmore and Tom Scully
Episode 8: PODCAST: Australia’s 2026 Intergenerational Report and national security implications, with Phillip Tarrant and Robert Dougherty
Episode 7: CONTESTED GROUND: AUKUS, deterrence, and the deepening Australia–UK strategic partnership
Episode 6: SPOTLIGHT: Unlocking Australia’s Defence estate through divestment, with Stantec Australia
Episode 5: CONTESTED GROUND: Is Australia ready to secure its place in an increasingly contested space domain?
Episode 4: THE PROGRESS REPORT: Building the future – Viviene Beins on aerospace engineering, women, and Australia’s defence industry
Episode 3: PODCAST: Australian defence industry faces a changing strategic landscape, with Phillip Tarrant and Robert Dougherty
Episode 2: CONTESTED GROUND: Is Australia slowly regulating away its own prosperity – and, with it, its national resilience?
