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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: SPOTLIGHT: Building mass, capability and trust with autonomous and uncrewed systems, with Michael Mitchell, Elysium EPL director
Episode 10: PODCAST: Defence policy, domestic manufacturing and military culture, with Senator Malcolm Roberts
Episode 9: SPOTLIGHT: LAND 156, counter-drone warfare and electronic warfare capability, with Department 13’s Ben Westgarth
Episode 8: PODCAST: Australia’s first 3D printed autonomous USV, with Josh Wigley and Harry Hubbert
Episode 7: PODCAST: Australia’s shipbuilding future, landing craft pipeline and autonomous vessels, with Austal CEO Paddy Gregg
Episode 6: CONTESTED GROUND: Assessing the fallout and implications of the latest Trump–Xi meeting for Iran, Taiwan and Australia
Episode 5: PODCAST: Missile manufacturing, Collins LOTE upgrades and submarine base east
Episode 4: PODCAST: Aerobatics, military aviation and Australian air shows, with Paul Bennet
Episode 3: CONTESTED GROUND: Australia and the West must ask themselves new questions in the face of the modern world, with Robbin Laird
Episode 2: PODCAST: Black Hawk capability, B-21 bomber debate, and upcoming budget
