Who Pays for Protection? A $40 Trillion Debt Says We Can’t Keep Doing This the Old Way

Bill Cullifer, Founder
Bill Cullifer, Founder

A recent C-SPAN clip of President Trump discussing South Korea has been circulating, and it’s worth pausing on — not for the politics, but for the arithmetic. Trump described renegotiating South Korea’s cost-sharing agreement for U.S. troop protection, contrasting the roughly $3 billion Seoul agreed to pay against an initial ask of $10 billion, and questioning why the U.S. maintains 39,000 troops defending a wealthy ally that declined to assist with a related Middle East operation [1]. He extended the same complaint to NATO, noting the hundreds of billions the U.S. spends defending Europe from Russia [1].

Set aside whether you think that negotiation was handled well. The underlying question — who pays for the protection America provides? — is one we’ve been asking about naval power for three years, and it’s one the country can no longer afford to leave unanswered.

The Number That Changes the Conversation

As of this month, the U.S. gross national debt stands at roughly $40 trillion — up more than $2.8 trillion in the past year alone, or about $7.9 billion in new borrowing every single day [2]. Net interest now consumes nearly 14 percent of federal outlays, a share the Congressional Budget Office expects to keep climbing [2]. Debt held by the public is already above 100 percent of GDP, and CBO’s own long-term outlook shows that ratio climbing toward 120 percent by the mid-2030s absent reform [3].

That’s the fiscal backdrop against which every naval modernization request, every shipbuilding appropriation, and every forward-deployed carrier strike group now has to be justified. Taxpayers are not wrong to push back on open-ended commitments funded by more borrowing. As Washington debates spending, the Navy’s own leadership has been blunt that this is fundamentally a resource issue, with the Chief of Naval Operations citing a Congressional Budget Office estimate that an adequate fleet requires something on the order of $38 billion a year in shipbuilding funding alone [4] — funding that has to come from somewhere.

The Gulf Act: Burden-Sharing Where It Belongs

This is exactly the gap the Gulf Maritime Protection and Burden-Sharing Act is built to close. The Strait of Hormuz example is almost too on-the-nose: the U.S. Navy underwrites the security of a chokepoint that carries roughly a fifth of the world’s oil, much of it bound for nations that are not proportionally sharing the cost of keeping that lane open. China alone receives well over a third of the crude that transits the Strait, with India, Japan, and South Korea rounding out the bulk of the remainder — while the United States itself, thanks to domestic shale production and a supply chain built on Canada and Mexico, takes in only a small fraction of that flow [5].

The Iran war earlier this year gave us a live test of what happens when that lane actually closes, and the results make the case for burden-sharing sharper, not weaker. China and Japan largely rode out the closure on strategic reserves and pipeline diversification; India surprisingly weathered it too, on the strength of a decade of stockpile-building [6]. But none of that resilience came free. It meant months of elevated prices, emergency reserve drawdowns, and — for economies like Vietnam with thin buffers — real shortages and rationing [6]. Self-insuring against a closed strait is expensive and imperfect. A functioning U.S. Navy presence that keeps the strait open in the first place is the far cheaper alternative — which is precisely why it’s in these nations’ own economic interest to help fund it, not simply a matter of fairness to the American taxpayer. Trump’s complaint about allies who “don’t want to get involved” in guarding their own energy lifeline is, functionally, the same diagnosis the Gulf Act was written to fix. The Act doesn’t ask American taxpayers to absorb more debt to police a chokepoint for other nations’ benefit — it asks the beneficiaries to pay a proportional share for a service that is, by their own recent experience, worth far more to them than its cost.

The SEAS Act: A Demand Signal That Doesn’t Touch the Debt

The Strategic SEAS Act applies the identical logic domestically. Rather than asking Congress to appropriate still more borrowed dollars into shipbuilding, the Act’s Strategic Technology Responsibility Contribution draws a modest, offset-eligible assessment from U.S. companies with the deepest revenue dependence on China’s economy — the same offshoring era that hollowed out American shipyard capacity in the first place. It creates a dedicated, predictable demand signal for shipbuilders, which is the single thing industry has said it needs most to justify capital investment, without adding a dollar to the $40 trillion balance sheet [7].

That “no new debt” framing matters more today than it did when we first proposed it. Fiscal conservatives, China hawks, and taxpayers who are simply tired of watching the debt clock spin are, for once, aligned on the same conclusion: national defense funding mechanisms that don’t require more borrowing are worth building.

Builders, Not Critics

We’re not in the business of scoring political points off a South Korea negotiation. We’re in the business of pointing out that the underlying math — protection without proportional payment — shows up everywhere, from allied burden-sharing to Wall Street’s China exposure to a shipbuilding budget the Navy itself says is underfunded by billions a year. The Gulf Act and the SEAS Act are the constructive answer: mechanisms that ask the actual beneficiaries of American sea power, foreign and domestic, to help sustain it — instead of asking an already over-leveraged taxpayer to do it alone.


References

[1] C-SPAN, “Trump says Kim Jong Un has responded to overtures,” transcript, 2026.
[2] Joint Economic Committee (Republicans), Monthly Debt Update, August 2026.
[3] Congressional Budget Office, The Budget and Economic Outlook: 2026 to 2036, February 2026.
[4] Remarks by Adm. Daryl Caudle, CNO, West 2026 conference, San Diego, February 12, 2026, as reported by Janes.
[5] International Energy Agency, “Strait of Hormuz Factsheet,” February 2026; U.S. Energy Information Administration, Q1 2025 destination data.
[6] Gulf International Forum, “Hormuz Disruptions and Asia’s Energy Resilience,” March 2026; The National Interest, “How China Turned the Strait of Hormuz Crisis into an Advantage,” June 2026; India Narrative, “The Strait That Didn’t Break India,” July 2026.
[7] Americans for a Stronger Navy / Center for Maritime Strategy, “Defense Reinvestment as Naval Strategy,” March 2026.

The Navy Built This Nation. Now Let’s Fund It Right.

Bill Cullifer, Founder
Bill Cullifer, Founder

Today is National Maritime Day — May 22 — and for the first time since Richard Nixon sat in the Oval Office, there is genuine presidential attention on reviving America’s maritime and naval power. A 30-year Navy shipbuilding plan. Executive orders. Legislative proposals. And now, a compelling call from one of Washington’s sharpest naval analysts for the President himself to break the legislative logjam.

The vision is finally taking shape. The ambition is real. But a bold maritime revival still has a critical gap at its center: how do you sustain it?

Sadler’s TRUMP Act: The Right Diagnosis

On May 20 — two days before National Maritime Day — Brent Sadler, Senior Research Fellow at The Heritage Foundation’s Allison Center for National Defense, published a powerful op-ed in The Washington Times calling for President Trump to invoke his constitutional authority under the Recommendation Clause (Article II, Section 3) to personally propose legislation to Congress.[1]

Sadler’s argument is straightforward: the SHIPS for America Act — a bipartisan, bicameral bill first introduced in December 2024 — has stalled in Congress. Again. Presidential sponsorship, he argues, is the only force capable of breaking that logjam before Congress heads into summer recess and political attention fractures.

He proposes calling it the Transformative Revival and Urgent Maritime Program — the TRUMP Act. The branding is deliberate, and Sadler knows exactly what he’s doing.

His three modifications to the existing SHIPS Act framework are sound:

  • Adjusted incentives for workforce and shipbuilding infrastructure reinvestment
  • Regulatory relief through Maritime Prosperity Zones to accelerate industrial investment
  • A new Maritime Department consolidating the Coast Guard, MARAD, FMC, and NOAA into a unified commercial maritime revival body

“More navel-gazing in Washington is unacceptable. With Congress’ summer recess fast approaching, national political attention will shift from bipartisan endeavors, such as a national maritime revival, to vote-seeking.” — Brent Sadler, The Washington Times, May 20, 2026 [1]

He’s right. And the constitutional argument is well-constructed. James Madison’s Federalist No. 47, FDR’s first 100 days, Eisenhower’s Congressional Relations office — Sadler lays the groundwork for a president who likes to move fast.

Notably, Sadler elaborated further on the Lunch Hour Podcast this week, framing the entire challenge as an engineering problem first, a business problem in the middle, and an engineering problem again at the end. On the Jones Act debate consuming Washington, he was direct: the real problem is that “leadership and industry have not had the appropriate focus or incentive structures.”[2] That is a precise diagnosis — and it points directly to the gap this article addresses.

The Navy’s 30-Year Plan: The Ambition Is There

Sadler’s op-ed lands against a significant backdrop. On May 11, the Navy published its 2026 Shipbuilding Plan — a 30-year vision for what it calls the “Golden Fleet.”[3] The fiscal year 2027 request alone is $68.5 billion, a 57 percent increase over the prior year.[4]

The plan explicitly acknowledges what advocates have been saying for years: decades of inconsistent demand and misaligned priorities left the fleet smaller, the shipyards atrophied, and American workers facing unacceptable risk.[3] Executive Order 14269, “Restoring America’s Maritime Dominance,” and the February 2026 Maritime Action Plan are cited as the catalyst for a long-overdue reindustrialization.[3]

That’s the right framing. The harder question is whether the funding architecture can sustain the ambition across political cycles.

The Pier Review: Even Navalists Are Sounding the Alarm

On the same day Sadler published his TRUMP Act proposal, the Center for Maritime Strategy — the Navy League’s policy arm — released a landmark 141-page report titled Pier Review: Leveraging the Allied Maritime Industrial Base for U.S. Shipbuilding.[5] Authored by a team including Steve Wills, Admiral James Foggo, and Nick Weising, with a foreword by 77th Secretary of the Navy Kenneth Braithwaite, the report delivers a sobering conclusion: the United States cannot rebuild its maritime industrial base alone.

The Pier Review examined allied shipbuilding nations — South Korea, Italy, Canada, Sweden, and the United Kingdom — and returned with a frank assessment. The domestic industrial base is so severely hollowed that a bridge strategy involving allied yards, allied supply chains, and allied skilled workers may be necessary while American capacity is rebuilt.

These are not critics of American seapower. These are its most dedicated advocates. That they felt compelled to reach this conclusion is itself a measure of how deep the hollowing runs.

The Pier Review cites Canada’s National Shipbuilding Strategy as the model worth emulating — a multi-decade, consistent demand signal that ended the boom and bust cycle and gave the industrial base something durable to build around. The report calls for the United States to create a similar structure.

What neither the Pier Review nor the TRUMP Act provides is the funding mechanism that makes that structure mandatory and durable across administrations. That is the gap the SEAS Act is designed to close.

The Sustainability Gap No One Is Talking About

Here is what every current maritime proposal — the SHIPS Act, the TRUMP Act, the 30-year plan — has in common: they are all dependent on annual congressional appropriations. Fund it one year, gut it the next. That is precisely the cycle that produced the hollow fleet we are now trying to rebuild.

The last time sustained naval investment actually worked was 1982 to 1992 — a decade of consistent political will, consistent funding, and consistent production signals to the industrial base. Shipyards plan in decades, not fiscal years. They hire and train workforces over years, not budget cycles. The industrial base doesn’t respond to hope or headlines. It responds to durable, multi-year demand signals it can build a business around.

Presidential legislation — even landmark presidential legislation — does not by itself solve that problem. A bill passed in one Congress can be defunded by the next. The SHIPS Act stalled once. The TRUMP Act, if passed, could face the same gravitational pull the moment political attention shifts, a budget fight erupts, or a new administration arrives with different priorities.

That is the sustainability gap. And it is the one gap that no current proposal directly addresses.

The SEAS Act: Closing the Sustainability Gap

The Strategic SEAS Act — Shipbuilding Economic Acceleration and Security Act — is designed to do precisely that.

Rather than competing for annual appropriations against entitlements, healthcare, and every other priority in the federal budget, the SEAS Act proposes a 2 percent Strategic Technology Responsibility Contribution from U.S. companies with significant revenue from China operations, directed into a dedicated Naval Modernization account.[6]

This is a structural funding mechanism, not a budget line item. It creates the kind of durable, mandatory investment signal that the shipbuilding industrial base can actually plan around — the modern equivalent of the sustained commitment that made 1982 to 1992 work, and the American answer to the Canadian model the Pier Review recommends.

The logic behind the contribution is grounded in history. The “Triple Whammy” — the End of History complacency after 1989, the responsible stakeholder framework that opened WTO access in 2001, and the mass migration of American corporate manufacturing to China — created the conditions for naval hollowing.[7] American companies that benefited from that migration helped create the problem. The SEAS Act creates a mechanism for them to contribute to the solution.

Sadler himself named the core problem on the Lunch Hour Podcast: the wrong incentive structures. The SEAS Act corrects that — not through legislation alone, but through a mandatory funding architecture that changes the calculus permanently.

Former House Select Committee on China Chairman Mike Gallagher documented the PRC’s systematic exploitation of U.S. export control gaps and argued that Commerce consistently prioritized industry revenue over national security.[8] Palantir’s “The Technological Republic” — currently a national conversation — makes a parallel argument about Silicon Valley’s moral debt to the hard power that underwrites its commercial freedom.[9]

The SEAS Act turns that argument into a funding architecture.

National Maritime Day 2026: Vision Needs Architecture

Brent Sadler is right that presidential action is needed, and the constitutional case he makes is compelling. The TRUMP Act framework — if it moves — will be the most significant maritime legislation in a generation. The Pier Review is right that the industrial base crisis is deep and requires a generational commitment to fix.

But a generational commitment cannot be built on an annual appropriation. The 30-year shipbuilding plan requires a 30-year funding architecture. Presidential legislation opens the door. The SEAS Act keeps it open regardless of which party controls Congress or who sits in the Oval Office.

National Maritime Day has a theme each year. This year’s should be simple: build the vision, build the architecture to sustain it.

The SEAS Act is not a competitor to Sadler’s proposal or the Pier Review’s recommendations. It is the missing piece that makes them last.

Americans for a Stronger Navy will continue to advocate for all three pillars: the presidential legislative action Sadler rightly calls for, the allied cooperation framework the Pier Review recommends, and the structural funding mechanism that makes both durable. That is the complete architecture a generational maritime revival requires.


References

[1] Brent D. Sadler, “National security demands that White House act on maritime legislation,” The Washington Times, May 20, 2026.

[2] Brent D. Sadler, Lunch Hour Podcast with Andrew Langer, May 2026.

[3] U.S. Navy, 2026 Shipbuilding Plan, May 11, 2026.

[4] “U.S. Navy unveils 30-year plan to rebuild American shipbuilding,” The Washington Times, May 12, 2026.

[5] Matt Reisener, ed., Pier Review: Leveraging the Allied Maritime Industrial Base for U.S. Shipbuilding, Center for Maritime Strategy, Navy League of the United States, May 2026. Foreword by Secretary of the Navy Kenneth J. Braithwaite.

[6] Americans for a Stronger Navy, Strategic SEAS Act framework, StrongerNavy.org.

[7] Americans for a Stronger Navy, “The Triple Whammy,” StrongerNavy.org.

[8] House Select Committee on the Chinese Communist Party, Export Control Enforcement Reports, 2023–2024.

[9] Alex Karp and Nicholas Zamiska, The Technological Republic, 2025.

Understanding the U.S. Navy’s Industrial Challenge


The Questions Americans Deserve Answered (Part 1 of 8)

Bill Cullifer, Founder
Bill Cullifer, Founder

I served as a blue-water destroyer sailor in the 1970s, and like many veterans, I’ve spent the years since trying to understand how America maintains the naval strength that protects our country, our allies, and the global sea lanes we all depend on.

The charts and analysis below help tell part of that story.

This article is part of Charting the Course: Voices That Matter, our ongoing educational series exploring the future of American sea power and the policies, people, and industrial strength that sustain the U.S. Navy.

If you’re new to the series, you can start with the introduction here:
Inside the Navy’s Future: The Questions Americans Deserve Answered.

This article also launches a focused 8-part series within Charting the Course examining some of the most important questions facing the Navy today — from shipbuilding capacity and fleet readiness to workforce challenges and the future of maritime deterrence.

We’re calling it The Questions Americans Deserve Answered.

For most Americans, the Navy is something we think about only in moments of crisis. A conflict erupts, a carrier group deploys, or a headline mentions tensions in the Pacific or the Middle East.

But the strength of the U.S. Navy is not decided during those moments. It is determined years — sometimes decades — earlier in shipyards, classrooms, industrial plants, research labs, and congressional hearings.

Today the United States faces serious questions about shipbuilding capacity, industrial readiness, and long-term naval strategy. China is building ships at a pace the world has not seen in generations. Russia continues to challenge Western stability at sea. Critical maritime infrastructure and supply chains are increasingly vulnerable to disruption.

And yet many Americans remain understandably disconnected from the decisions shaping the future of our fleet.

The strength of the U.S. Navy is determined long before ships sail into crisis—it is built in shipyards, sustained by skilled workers, and shaped by decisions made years earlier in industry, technology, and national policy.

Why Americans Should Care

America is, and has always been, a maritime nation.

Nearly 90 percent of global trade moves by sea. The global economy depends on secure shipping lanes. Energy markets, supply chains, and the stability of democratic alliances all rely on freedom of navigation.

The U.S. Navy has quietly safeguarded those sea lanes for generations.

But maintaining that advantage requires more than ships — it requires people, industry, technology, and public understanding.

Chart: Global Operational Demand on the U.S. Navy

This Heritage Foundation chart illustrates the geographic reach of U.S. naval operations across multiple regions. Carrier Strike Groups and Amphibious Ready Groups are routinely deployed worldwide, highlighting the constant global demand placed on the fleet.

The Questions Americans Deserve Answered

Over the coming weeks, this series will explore several critical questions about the future of U.S. sea power.

Can America rebuild the shipbuilding capacity required to compete in a new era of great power competition?

Do we have enough skilled workers — engineers, welders, and naval architects — to sustain fleet growth?

How serious is the maintenance backlog affecting submarines and surface ships?

Are current procurement processes helping or hurting the Navy’s ability to modernize?

How should the United States balance aircraft carriers, submarines, uncrewed systems, and logistics platforms?

What role do civilian shipyards and maritime infrastructure play in national security?

Can the United States scale submarine production fast enough to match emerging threats?

And perhaps most importantly: how do we ensure the American public remains engaged in decisions that affect the future of the fleet?

These are not partisan questions. They are national questions.

Understanding the Industrial Challenge

Much of the discussion about naval power focuses on ships already at sea. But the true story begins on land — in America’s shipyards and industrial base.

Chart: Age Distribution of Chinese and U.S. Naval Fleets

This chart compares the age distribution of Chinese and U.S. naval fleets. China’s fleet contains a larger number of relatively new ships, reflecting rapid shipbuilding expansion in recent years.

China now possesses the world’s largest shipbuilding industry by a wide margin.

Meanwhile, American shipyards face workforce shortages, supply chain constraints, and unpredictable funding cycles.

Chart: U.S. Navy Ships Nearing or Exceeding Service Life

This chart shows the growing number of U.S. Navy ships approaching — or exceeding — their expected service life, placing additional strain on fleet readiness and modernization timelines.

The Human Factor

Ships and technology matter — but ultimately the Navy is built on people.

From sailors standing watch at sea tonight to the skilled workers building submarines and carriers at home, the strength of the fleet depends on the dedication and expertise of thousands of Americans.

Implications for Our Allies

America does not operate alone at sea.

Alliances with countries such as Japan, Australia, the Philippines, and NATO partners form a critical part of global maritime stability.

These partnerships reinforce an important truth: deterrence is strongest when democracies stand together.

Public Engagement Matters

The U.S. Navy ultimately belongs to the American people.

Yet the complexity of defense planning can make it difficult for citizens to understand how decisions about shipbuilding, budgets, and strategy affect national security.

That is one of the reasons we created StrongerNavy.org.

Our goal is simple: help Americans better understand the challenges facing the fleet, the industrial base that supports it, and the people who serve at sea and in shipyards across the country.

The Questions Americans Deserve Answered — Series Guide

Part 1 – Understanding the Industrial Challenge (this article)

Part 2 – Can America Rebuild Shipbuilding Capacity?

Part 3 – The Submarine Production Challenge

Part 4 – Maintenance and Fleet Readiness

Part 5 – Workforce and the Maritime Industrial Base

Part 6 – The Role of Allies in Sea Power

Part 7 – Procurement, Policy, and the Future Fleet

Part 8 – Why Public Engagement Matters

That’s why we launched Charting the Course: Voices That Matter — an ongoing
educational series breaking down how we got here, what went wrong, and what must happen next.

Our goal is simple: educate the public, connect the dots, and build the support needed to close the readiness gap before it’s too late.

Let’s roll.

The Conversation Is Shifting on Sea Power — Now Americans Must Engage

Bill Cullifer, Founder
Bill Cullifer, Founder

Something important is happening.

For years, maritime decline has been treated as a niche issue — something for defense insiders, shipyard executives, or Navy circles to debate quietly. That is beginning to change.

Recently, Senator Todd Young published, in American Affairs Journal a thoughtful piece arguing that rebuilding America’s maritime industrial base is essential to both economic strength and national security. He traced the issue back to the Revolution, through Mahan, and into the present-day competition with China.

That matters.

Not because of who wrote it. But because of what it signals.

Maritime Power Is Back in the Conversation

For decades, America has allowed its commercial fleet to shrink. Shipyards have closed. Skilled labor has aged out. Foreign-flagged vessels now move the overwhelming majority of our trade.

Meanwhile, China designated shipbuilding a strategic industry and built accordingly.

This is not about panic. It is about arithmetic.

Eighty percent of global trade moves by sea. Most of America’s trade does too. If we cannot build, repair, and crew ships at scale, we are strategically exposed — economically and militarily.

The encouraging sign is that leaders are once again speaking openly about maritime strength.

That is progress.

Policy Is Necessary — But Not Sufficient

Legislation like the proposed SHIPS Act is an important step. Tax incentives, regulatory reform, maritime academy modernization — these are serious proposals.

But here is the harder truth:

Industrial revival cannot be sustained by legislation alone.

Shipbuilding capacity requires:

Workforce development
Steel production
Port modernization
Cybersecurity resilience
Long-term capital investment
And, above all, public understanding

Without public buy-in, even well-crafted policy fades with political cycles.

This Is Not a Coastal Issue

One of the most overlooked truths in this debate is that maritime strength touches every American.

Indiana steel feeds shipyards.
Midwestern grain moves to global markets by sea.
Energy exports rely on tankers.
Supply chains run through ports.

Sea power is not about nostalgia. It is about jobs, commerce, resilience, and deterrence.

When ships deploy longer because the fleet is too small…
When maintenance backlogs grow…
When sealift capacity shrinks…

Those are not abstract statistics. They are signs of strain in a system Americans depend on every day.

Civic Engagement Is the Missing Ingredient

We can debate fleet numbers. We can debate funding mechanisms. We can debate industrial policy.

But unless Americans understand why this matters — and choose to participate in the conversation — nothing lasting will change.

Rebuilding sea power is not simply a government project. It is a civic project.

It requires voters who ask informed questions.
Taxpayers who demand accountability.
Educators who teach maritime history and strategy.
Industry leaders willing to invest long-term.

America’s maritime strength has always rested on the character and engagement of its people.

That spirit has not disappeared.

The conversation is shifting. That is a good sign.

Now the responsibility shifts to us.

That’s why we launched Charting the Course: Voices That Matter — a 24-part educational series breaking down how we got here, what went wrong, and what must happen next. Our goal is simple: educate the public, connect the dots, and build the support needed to close the readiness gap before it’s too late.

Let’s roll.

Read the full article here.

The Carrier Irony: The Strongest Navy in the World — Worn Thin

Bill Cullifer, Founder
Bill Cullifer, Founder

Introduction

Over the years, I’ve watched with pride as the United States Navy continues to answer the call — anywhere, anytime. We remain the most capable blue-water navy on earth. Our carriers project power globally. Our submarines dominate beneath the waves. Our sailors perform with professionalism and discipline that few nations can match.

But there’s a hard truth we need to confront as Americans.

We are running our fleet — and our sailors — very hard.

The USS Gerald R. Ford and the Bigger Pattern

Image
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When the USS Gerald R. Ford deploys, it represents American industrial power, advanced engineering, and decades of naval aviation expertise. It is the most technologically advanced aircraft carrier ever built.

And yet, like so many ships before it, it has faced extended deployments, compressed maintenance cycles, and intense operational tempo.

This is not about one ship.

It’s about a pattern.

For more than two decades, global demand for U.S. naval presence has increased — while fleet size has not kept pace. The Navy today operates fewer ships than it did during much of the Cold War, yet it is tasked with deterring conflict in the Western Pacific, reassuring allies in Europe, maintaining stability in the Middle East, countering threats in the Red Sea, and responding to crises in the Caribbean and beyond.

The math is unforgiving.

The Carrier Debate — And the Irony

We often hear arguments that aircraft carriers are obsolete, too vulnerable, or relics of a past era.

Yet when tensions rise, when diplomacy tightens, when regional stability wavers — who gets called?

The carrier.

Because nothing else can:

• Deliver sustained airpower without relying on host nation permission
• Generate massive sortie rates from international waters
• Provide immediate, sovereign options to a president
• Signal deterrence visibly and credibly

Critics focus on vulnerability.
Decision-makers focus on options.

That is the carrier irony.

We debate their relevance in peacetime — and depend on them in crisis.

The Real Issue: Capacity, Not Capability

The U.S. Navy is still the strongest in the world.

But strength without depth creates strain.

Extended deployments affect more than headlines. They impact:

• Sailor fatigue and family stability
• Training cycles
• Shipyard scheduling
• Long-term readiness

When maintenance gets compressed, the effects don’t show up immediately. They show up later — in availability gaps, repair delays, and cascading readiness challenges across the fleet.

This is not alarmism.

It is operational reality.

Why Americans Should Care

Most Americans assume we have a massive Navy that can surge indefinitely.

They see a carrier sent to a region and feel reassured.

They do not see the maintenance backlogs, the stretched crews, or the industrial bottlenecks behind the scenes.

Sea power underwrites global commerce. Roughly 90 percent of global trade moves by sea. Energy flows, supply chains, and strategic chokepoints all depend on maritime stability.

When the Navy is stretched thin, that stability becomes more fragile.

This isn’t about war. It’s about deterrence, economic security, and preventing conflict before it starts.

The Path Forward

The answer is not to bash carriers.

The answer is not to overuse them either.

The answer is depth:

• More ships
• Stable deployment cycles
• Stronger shipbuilding capacity
• Investment in maintenance infrastructure
• Support for the sailors and families who carry the burden

America’s Navy belongs to the American people. And if we expect it to remain the strongest in the world, we must understand what it actually takes to sustain that strength.

We can be proud of our Navy.

But pride alone does not build ships.

Public understanding does.

That’s why we launched Charting the Course: Voices That Matter — a 24-part educational series breaking down how we got here, what went wrong, and what must happen next. Our goal is simple: educate the public, connect the dots, and build the support needed to close the readiness gap before it’s too late.

Let’s roll.

USS John F. Kennedy Goes to Sea — And Why That Matters to Every American

USS John F. Kennedy (CVN-79) 
Bill Cullifer, Founder
Bill Cullifer, Founder

The future USS John F. Kennedy (CVN-79) has begun shipbuilder sea trials.

That sentence sounds technical. Routine. Almost boring.

It is anything but.

I still remember the first time I saw USS Enterprise (CVN-65).

Not in a book. Not in a documentary. But in person — a city of steel at sea that didn’t just float… it projected presence. You didn’t need anyone to explain what it meant. You felt it.

Eight reactors. A flat deck that seemed to stretch to the horizon. Sailors moving with purpose. Aircraft launching into the sky like it was routine business for a nation that understood the oceans mattered.

Enterprise wasn’t just a ship. She was a statement.

She told the world that the United States knew how to build big things, maintain them, crew them, and keep them forward where they mattered most.

That memory came rushing back this week as the future USS John F. Kennedy began sea trials.

Different era. Different technology. Same message trying to break through the noise:

America still knows how to build ships like this.

But here’s the part that concerns me.

When I saw Enterprise, there was no question we had the industrial base, the shipyards, the workforce, and the national will to keep ships like her coming. Today, every new carrier feels like a minor miracle of coordination, learning curves, delays, and hard-won progress.

Sea trials for Kennedy are more than a shipbuilder milestone. They’re a reminder of what we used to do routinely — and what we now must work very hard to preserve.

And that’s why this moment matters far more than most Americans realize..

For the first time, America’s next nuclear-powered aircraft carrier is operating in open water, testing the systems that will carry U.S. power, deterrence, and stability across the world’s oceans for the next 50 years.

This is not just a shipyard milestone.
This is a strategic milestone for the United States.

What Sea Trials Really Mean

Sea trials are where theory meets reality.

This is where:

  • the Electromagnetic Aircraft Launch System is proven at sea
  • the Advanced Arresting Gear is tested in real conditions
  • the new SPY-6 radar begins to show what modern naval sensing looks like
  • and lessons learned from USS Gerald R. Ford are put into practice

This is the Navy and the shipyard proving that American industrial capability still works.

But There’s A Catch Most People Miss

USS John F. Kennedy won’t join the fleet until 2027.

In that time:

  • USS Nimitz retires this spring
  • USS Harry S. Truman begins a long overhaul
  • USS John C. Stennis is already over a year behind schedule in overhaul

That means for the next two years, the Navy will be operating with fewer carriers than planned during a period when China is expanding its fleet, its shipyards, and its maritime presence at record speed.

This is the readiness gap Americans don’t see.

Why Americans Should Care

Aircraft carriers are not symbols. They are mobile sovereign territory.

They protect:

  • global trade routes
  • allies in Europe, the Middle East, and the Pacific
  • undersea cables and energy lanes
  • the economic system Americans rely on every day

When carriers are in overhaul and replacements are delayed, coverage shrinks.
And when coverage shrinks, deterrence weakens.

Implications for the Navy

The Navy is doing what it can with what it has.
Shipbuilders are learning from past mistakes and improving delivery.

But the industrial timeline is unforgiving. You cannot rush nuclear carriers.
You cannot surge shipyards overnight.
You cannot rebuild lost capacity in a crisis.

This is why shipbuilding, maintenance, and industrial capacity are national security issues — not procurement trivia.

Implications for Our Allies

Allies don’t measure American commitment by speeches.
They measure it by hulls at sea.

Sea trials for John F. Kennedy signal that more hulls are coming.
But the gap between now and 2027 is where risk lives.

The Bigger Picture

This story isn’t about one carrier.

It’s about whether America remembers how to build, maintain, and sustain the fleet that keeps the world’s oceans stable.

That’s why this matters.

That’s why Americans should care.

That’s why we launched Charting the Course: Voices That Matter — a 24-part educational series breaking down how we got here, what went wrong, and what must happen next. Our goal is simple: educate the public, connect the dots, and build the support needed to close the readiness gap before it’s too late.

Let’s roll.

America’s Next Generation of Warships: Drones Built for the Pacific Fight


In Response to the Call for a Stronger Navy

A major announcement this week marks a breakthrough in naval innovation. Blue Water Autonomy, a Boston-based defense startup, confirmed on November 5 that it has successfully tested its long-range autonomous ship technology on the waters off Massachusetts — a first for U.S. industry.

The company shared new images and data from sea trials, demonstrating that its medium-sized drone warship systems can operate reliably in open-ocean conditions, a critical milestone as the Navy looks to expand its reach in the Pacific. A full-scale 150-foot prototype is planned for 2026, advancing the goal of deploying uncrewed ships capable of long-range operations alongside traditional fleets.

Why It Matters

China’s shipyards continue to outproduce America’s by wide margins, while U.S. shipbuilding struggles with delays, labor shortages, and cost overruns. Blue Water Autonomy’s success offers a glimpse of what’s possible when innovation meets urgency. These modular vessels are designed to carry sensors, radars, and missile payloads across more than 6,000 nautical miles, from California to Taiwan and back — a range that redefines how the U.S. could project power across the Indo-Pacific.

Implications for the Navy

The Navy’s future battle force calls for 381 crewed ships and 134 uncrewed vessels, but reaching those numbers requires new approaches. By designing ships that can be mass-produced quickly at smaller shipyards, Blue Water Autonomy’s model could help offset the strain on America’s overstretched industrial base. With a Navy contract already in hand and potential full-scale production in Louisiana shipyards next year, the company’s success represents a tangible step toward restoring U.S. maritime advantage through technology and industrial reform.

Why Americans Should Care

Every advancement in autonomy brings the same truth into sharper focus: deterrence is cheaper than war. Building smarter, more flexible fleets keeps sailors safe, strengthens deterrence, and ensures America remains a global maritime leader. Blue Water Autonomy’s announcement isn’t just about a new vessel — it’s about rebuilding the capacity and confidence of a nation that must once again lead at sea.

That’s why we launched Charting the Course: Voices That Matter — a 24-part educational series breaking down how we got here, what went wrong, and what must happen next. Our goal is simple: educate the public, connect the dots, and build the support needed to close the readiness gap before it’s too late.

Let’s roll.


Happy 250th: Celebrating America’s Navy Amid Challenge

A Quarter Millennium of Service
On October 13, 1775, the Continental Congress resolved to establish a swift sailing vessel armed with carriage guns to defend American commerce from British forces. From that moment, the United States Navy was born. Two and a half centuries later, the Navy remains at the heart of American security and prosperity.

This week, despite a government shutdown that has paused some ceremonies, the Navy will celebrate its 250th birthday in Philadelphia — the city where both the Navy and Marine Corps trace their roots. Ships will parade on the Delaware River, bands will play, and the public will tour vessels new and old, from USS Arlington to the historic battleship New Jersey. Flyovers, displays, football, and fireworks will honor the sailors who have stood the watch in times of peace, crisis, and war.

Heritage and Resilience
The Navy’s legacy is rich with examples of ingenuity and determination. We’ve told the story of USS R-14, whose crew in 1921 literally sailed their submarine home when fuel ran out. We’ve revisited Midway, where pilots flew through chaos and confusion to deliver a decisive victory. We’ve remembered Cold War destroyer sailors who carried out missions day after day with little fanfare but enormous consequences.

These stories remind us that the Navy’s strength lies not only in steel, but in sailors — their resilience, creativity, and courage.

Doing More With Less
Today, we ask much of those sailors. The U.S. Navy remains the most powerful in the world by tonnage and capability, but it is no longer the largest by sheer numbers. Our adversaries are building at speed, while we face strained shipyards, aging infrastructure, and stretched resources.

As Vice Adm. John Gumbleton said ahead of the 250th celebrations, the heritage of “mighty warships and service members who sailed proudly at sea” continues today. But heritage and resilience are not enough without investment. Our sailors are doing more with less — and that cannot remain the strategy for America’s future.

Why Americans Should Care
The oceans are lifelines of trade, energy, and security. A strong Navy keeps those lifelines secure and deters those who would threaten them. Philadelphia may be the birthplace of the Navy, but the mission it carries belongs to all Americans.

A Call to Action
Happy 250th, U.S. Navy. We honor your past, salute your sailors, and celebrate your legacy. But the best way to mark this anniversary is to ensure the next 250 years are just as strong. That means supporting shipbuilding, revitalizing industry, and giving our sailors the tools they need to prevail.

That’s why we launched Charting the Course: Voices That Matter — a 24-part educational series breaking down how we got here, what went wrong, and what must happen next. Our goal is simple: educate the public, connect the dots, and build the support needed to close the readiness gap before it’s too late.

Let’s roll.


Scarborough Shoal: Tiny Reef, Global Stakes

A Comprehensive Series by Americans for a Stronger Navy

By Bill Cullifer, Founder – Americans for a Stronger Navy

Introduction: Why We’re Launching This Series on Scarborough Shoal

What is Scarborough Shoal?

At first glance, it’s just a triangle-shaped reef in the South China Sea, roughly 120 nautical miles west of Luzon, Philippines. No buildings. No runway. No flag.

Scarborough Shoal, courtesy of the U.S. Navy.

But don’t let its humble appearance fool you.

Scarborough Shoal is one of the most contested flashpoints in the Indo-Pacific. This seemingly minor cluster of rocks and reefs sits at the heart of one of the world’s most vital sea lanes — and could very well be the next spark in a global conflict.

What Prompted This Series

We didn’t choose Scarborough Shoal at random. This series was prompted by a disturbing escalation in Chinese maritime aggression in the South China Sea — specifically at Scarborough Shoal, a small reef with outsized strategic consequences.

Recent satellite photo of Scarborough Shoal showing Chinese vessels surrounding the reef, with overlay graphics indicating vessel positions and types

Recent events that brought this to a head include:

  • A Chinese cutter and guided-missile destroyer collided during a botched blockade attempt of Philippine Coast Guard vessels ten nautical miles off Scarborough Shoal in August 2025.
  • USS Higgins (DDG-76) sailed within 12 nautical miles of Scarborough Shoal conducting a Freedom of Navigation Operation (FONOP) — the first known U.S. military operation in at least six years in these specific waters.
  • Chinese Coast Guard harassment of Philippine resupply missions.
  • Dumping of concrete blocks — a likely signal of future construction.
  • Swarming of the area by Chinese maritime militia vessels.

The Scarborough Shoal is quickly becoming a litmus test for Chinese expansionism and U.S. resolve.

Why Now: The Wake-Up Call

Scarborough Shoal lies just 120 nautical miles off the Philippine coast — well within their Exclusive Economic Zone (EEZ) — and even closer to America’s red lines. When China seized de facto control of the shoal in 2012, the U.S. stood back. Many viewed this as a strategic failure of deterrence.

Now, the world is witnessing the possibility of militarization of the reef — and direct confrontation with a U.S. ally. That makes this more than a regional issue. It’s a crisis in the making.

The 2012 Standoff: A Turning Point

In April 2012, Philippine authorities attempted to arrest Chinese fishermen operating illegally in the shoal. Chinese maritime surveillance ships intervened. A tense standoff ensued, lasting weeks. The U.S. brokered a deal: both sides would withdraw.

The Philippines kept its word. China didn’t.

Instead, China took control of Scarborough Shoal, effectively barring Filipino access ever since. They now patrol it with coast guard cutters, militia fishing boats, and surveillance drones — sometimes even water cannons. Construction may follow.

A Geopolitical Tinderbox in the Sea

The South China Sea is home to trillions of dollars in annual global trade. It’s also flush with resources: fish, gas, oil, and geostrategic leverage. China claims nearly all of it under its so-called “Nine-Dash Line” — a sweeping assertion that ignores international law and overrides the rights of Southeast Asian nations like the Philippines, Vietnam, and Malaysia.

Scarborough Shoal, or Bajo de Masinloc as the Filipinos call it, lies within the Philippines’ exclusive economic zone (EEZ), as defined under the United Nations Convention on the Law of the Sea (UNCLOS). In 2016, the Permanent Court of Arbitration definitively ruled that China’s sweeping claims in the South China Sea had no legal basis under international law.

China’s response? They ignored the ruling entirely and doubled down on their aggression.

My Perspective: This Isn’t Just a Reef

As a former Navy destroyer sailor from the 1970s, I understand how seemingly minor naval flashpoints can quickly spiral. I launched Americans for a Stronger Navy to bridge the gap between what’s happening on the water and what the American public knows.

When I began Americans for a Stronger Navy, I did so because I believed — and still believe — that Americans are not being told the full story.

Scarborough Shoal isn’t on the nightly news — but it should be.

This reef is about more than rocks and water. It’s about:

  • Sovereignty
  • International law
  • Access to critical trade routes
  • Maintaining a rules-based order
  • The failure of deterrence
  • The rise of maritime bullying
  • The fragility of global trade

And the uncomfortable question: Will America act, or will we retreat?

Why Americans Must Pay Attention

Most Americans have never heard of Scarborough Shoal, but they should. Here’s why it matters to you:

  • Over $3 trillion in trade passes through the South China Sea annually.
  • China is testing the boundaries of international law and Western will.
  • Scarborough is a potential trigger point for a wider conflict — even WWIII.
  • The U.S. Navy may be forced to act, and our sailors are on the front line.
  • Success here emboldens China’s tactics elsewhere — Taiwan Strait, East China Sea.
  • Control of Scarborough supports China’s broader Belt and Road Initiative and maritime silk road ambitions.

If you think a shoal doesn’t matter, consider this: $3.4 trillion in global trade flows through the South China Sea every year. China is attempting to rewrite the rules of international waters. And the U.S. Navy — your Navy — is the thin blue line standing in the way.

Coming Up in This Series

  • The history of Scarborough Shoal and how we got here
  • The 2012 U.S.-brokered standoff and its long-term impact
  • The 2016 international arbitration ruling and China’s defiance
  • China’s maritime militia and “gray zone” tactics
  • The importance of fishing rights, seabed minerals, and cable networks
  • Allied response frameworks: QUAD, AUKUS, and Philippines mutual defense commitments
  • The implications for the U.S., our allies, and our Navy
  • Economic warfare potential and leverage tactics
  • Technology, surveillance, and intelligence dimensions
  • WWIII scenarios — and what they could look like
  • Congressional and policy tools available (or missing)
  • What Americans know (or don’t) about this growing threat

Each post will build context and momentum — helping readers understand why this small reef could shape the future of American security strategy in Asia and beyond.

Join the Mission

Understanding Scarborough Shoal is understanding a fault line in today’s global order. This series isn’t just about sounding the alarm — it’s about equipping Americans with insight, history, and facts so we can rally support, demand accountability, and avoid miscalculation.

If we don’t understand where the storm is brewing, we won’t know when to take shelter — or when to stand our ground.

Scarborough Shoal may seem far away. But the values at stake — sovereignty, freedom of navigation, and deterrence — are right at our doorstep.

Not to inflame. Not to fearmonger. But to educate, illuminate, and inspire action.

Please follow along, share with others, and help us shine a spotlight on one of the most important — and most underreported — strategic flashpoints of our time.

Stay with us. Read. Share. Talk about it.

Because understanding this reef might just help us prevent the next war.

A Final Thought

If a reef you’ve never heard of could spark the next major war — dragging America and its sailors into the fight — doesn’t that make it worth understanding?

Let’s chart the course together.

That’s why we launched Charting the Course: Voices That Matter—a 24-part educational series breaking down how we got here, what went wrong, and what must happen next. Our goal is simple: educate the public, connect the dots, and build the support needed to close the readiness gap before it’s too late.

Let’s roll.

The AIRCAT Bengal MC: A Game-Changer in Naval Warfare


Introduction

The recent unveiling of the AIRCAT Bengal MC marks one of the most significant leaps in naval technology in recent years. Developed by Eureka Naval Craft in collaboration with Greenroom Robotics and ESNA Naval Architects, this 36-meter Surface Effect Ship (SES) blends cutting-edge speed, payload capacity, modularity, and autonomous operation. Capable of operating both crewed and uncrewed, the Bengal MC is designed to execute a wide range of missions—from launching Tomahawk cruise missiles to serving as a drone mothership—at a fraction of the cost of traditional warships. For a Navy seeking to maximize agility and lethality while controlling costs, the Bengal MC may represent a new model for maritime dominance.

Advanced Design and Capabilities

At the heart of the Bengal MC’s innovation is its SES hull, a hybrid between a hovercraft and a catamaran, which reduces drag and allows speeds exceeding 50 knots. It can carry up to 44 tons—enough for two 40-foot ISO modules—while maintaining a 1,000 nautical-mile operational range. This enables deployment to distant theaters without frequent refueling.

Mission versatility is a hallmark of the Bengal MC. Configurable for troop transport, landing support, electronic warfare, mine-laying or counter-mine operations, reconnaissance, and high-speed logistics, its modular construction allows the ship to be tailored for the task at hand. It’s equipped to launch Tomahawk cruise missiles and Naval Strike Missiles, providing a level of firepower that traditionally required much larger, more expensive ships.

Autonomy and Operational Flexibility

Powered by Greenroom Robotics’ Advanced Maritime Autonomy Software (GAMA), the Bengal MC is fully capable of autonomous operation, while still offering human-in-the-loop oversight. This system was validated through the Patrol Boat Autonomy Trial, ensuring reliability in complex maritime environments. Its ability to operate autonomously means it can be deployed into high-risk zones without putting sailors directly in harm’s way, while crewed missions remain an option for complex operations.

Efficiency and Strategic Value

The Bengal MC is also designed for fuel efficiency and reduced operating costs, making it an attractive option for navies needing maximum capability per dollar spent. Its ability to replace or augment larger surface combatants with smaller, faster, more adaptable ships could reshape the way the U.S. Navy and allied forces plan their fleets. This is particularly critical in the Indo-Pacific, where speed, reach, and survivability are vital.

Why Americans Should The Bengal MC

represents a shift toward a leaner, faster, more lethal Navy—one that can respond quickly to threats without waiting for a carrier strike group to arrive. In an era where peer adversaries like China are rapidly expanding and modernizing their fleets, the U.S. must adopt innovative solutions to maintain maritime dominance. This is about more than ships; it’s about safeguarding trade routes, deterring aggression, and ensuring that America retains freedom of movement on the seas.

Implications for the Navy

For the U.S. Navy, the Bengal MC offers an opportunity to expand distributed maritime operations with high-speed, missile-capable platforms that are less expensive to build and operate. The autonomy package reduces crew demands, freeing personnel for other critical missions. In contested environments, these vessels can serve as fast-moving strike platforms, reconnaissance nodes, or logistic links—roles that support and extend the reach of larger fleet assets.

Implications for Our Allies

For U.S. allies in AUKUS, NATO, and key Indo-Pacific partnerships, the Bengal MC offers an interoperable, high-performance platform that can be rapidly integrated into joint operations. Nations like Japan, South Korea, Singapore, Vietnam, Thailand, and the Philippines—facing their own maritime security challenges—could use this vessel to augment their fleets without the heavy investment required for traditional destroyers or frigates. Greater allied adoption would strengthen collective maritime defense and create a shared technological advantage over adversaries.

Conclusion

The AIRCAT Bengal MC is more than a new ship—it’s a potential blueprint for the future of naval warfare. Fast, flexible, and autonomous, it demonstrates how advanced engineering and smart design can produce a strategic asset that meets the demands of modern maritime security. If the U.S. and its allies choose to embrace this model, it could mark a turning point in the race for naval superiority in the 21st century.

Learn More and Get Involved

At Americans for a Stronger Navy, we believe in highlighting technologies and strategies that strengthen our maritime advantage. Our mission is to educate, engage, and rally support for a Navy that can meet tomorrow’s challenges head-on. Sign up for the FREE newsletter and join our educational series.