Pentagon Launches Review of AUKUS Submarine Pact

Pentagon Launches Review of AUKUS Submarine Pact
Above: The US Navy's USS Minnesota (SSN-783) off the coast of Western Australia on March 16. Image copyright: Colin Murty/Getty Images

The Spin

Pro-Trump narrative

America shouldn't give away critical submarine technology when facing production shortfalls and potential conflict with China. The U.S. Navy can't even meet its submarine targets, so why sell these crown jewel assets to allies who aren't spending enough on defense? Australia needs to increase its GDP spending by 3.5% before gaining access to the U.S.' most advanced capabilities.

Anti-Trump narrative

Abandoning AUKUS would hand China a significant victory and destroy trust with America's closest allies who've already invested billions. This partnership strengthens collective deterrence in the Indo-Pacific while creating American jobs and boosting its industrial base. Walking away from committed allies would severely damage the U.S.' credibility worldwide.

Narrative C

While downgrading or withdrawing from the nuclear-powered submarine agreement, which undermines Australia's defense sovereignty, would be catastrophic for the U.S., it could provide Canberra with an opportunity to exit the poorly conceived pact.

Narrative D

The strategic importance of the pact, combined with bipartisan support in the U.S. Congress, suggests AUKUS' survival is likely. While Trump may seek to renegotiate terms, the mutual benefits and Australia's significant investments make dismantling the agreement improbable.

Metaculus Prediction


Establishment split

CRITICAL

PRO

Sign Up for Our Free Newsletters
Sign Up for Our Free Newsletters

Sign Up!
Sign Up Now!