SPOTLIGHT: Inside Australia’s AUKUS industrial transformation, with Honeywell Aerospace Australia senior director Lee Davis

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