The SHIPS Act, Explained: A Primer for Families and Veterans

You’ll hear a lot about the SHIPS for America Act in our America at Sea series. If you’ve never read a bill, you’re not alone. This primer is for American families and veterans who want to understand what it is, what it would do, who pays, what’s being debated, and where it stands, in plain words.

What is it?

SHIPS stands for the Shipbuilding and Harbor Infrastructure for Prosperity and Security for America Act. It’s a bipartisan bill, led by Sens. Mark Kelly and Todd Young and Reps. John Garamendi and Trent Kelly, to rebuild America’s commercial shipbuilding, its U.S.-flag merchant fleet, and the workforce behind both [1][2]. It was first introduced in December 2024 and reintroduced in April 2025 [3].

Why should my family care?

Much of what you buy comes to this country by sea. Today, less than 1 percent of new commercial ships are built in the United States [4]. China builds more than half of the world’s new commercial ships [5]. In a crisis, the ships that carry our goods, and the fuel and supplies our forces need overseas, mostly fly other countries’ flags.

For veterans, this is personal. The Navy can’t fight far from home without the support ships and merchant mariners that keep it supplied. And the shipyards that build commercial ships are part of the same industrial base that builds and repairs the fleet.

When America ships, America wins.

What’s in it?

The bill is big, about 100 sections in its latest House version [6]. Here’s what it would do, in six parts:

1. Leadership. A Maritime Security Advisor in the White House and a Maritime Security Board of every agency with a stake at sea, so one person owns the whole picture and keeps a national maritime strategy [2].

2. Money that lasts. A Maritime Security Trust Fund, so shipbuilding doesn’t start over every budget year [2].

3. Ships. A Strategic Commercial Fleet of 250 U.S.-built, U.S.-flag ships, supported by long-term government contracts and ready to serve in a crisis [2].

4. Shipyards. Modernized financing and grants to build ships and upgrade the yards that build them [2][6].

5. Cargo. More cargo on American ships: more government cargo, and, phased in over years, a small but growing share of imports from China and of U.S. oil and LNG exports [2].

6. People. Training for the mariners, welders, shipfitters and naval architects we’re short on [2].

Who pays?

This is the question that usually gets skipped, so here’s the honest answer: it’s still being worked out.

The Senate bill would fund the trust fund mostly from fees, not new taxes on families. Those include customs duties and penalties, tonnage taxes, and new fees on ships owned or operated by China and other “foreign entities of concern,” starting at $5 per net ton [2].

The House version that passed this summer caps the trust fund at $20 billion but doesn’t name where the money comes from. House rules pushed the revenue pieces into a separate bill [6][7]. The White House’s Maritime Action Plan, released in February, proposes a fee on foreign-built ships calling at U.S. ports that it says could raise “tens of billions of dollars over a decade.” That fee would also need Congress to act [4].

What’s being debated?

A fair primer gives both sides. Here’s what’s being debated [2]:

Cost: building in the U.S. can cost several times more than in Asia. One estimate puts a U.S.-built LNG carrier at two to four times the cost of a Korean one.
Prices: requiring U.S. ships could raise freight rates and slow cargo, costs that can reach consumers.
Capacity: our yards may not be able to build ships this fast. Shipbuilder Clay Wirsing told us some targets get “a little bit ahead of ourselves” given today’s yard capacity [8].
Trade partners: business groups warn that limiting access to ships could hurt U.S. companies and global supply chains.

Supporters answer that doing nothing has its own cost: a country that can’t build or crew its own ships depends on others in a crisis.

Where does it stand?

This summer, the House passed a rewritten SHIPS Act as part of the defense bill [6]. The Senate hasn’t passed its version. The final defense bill is expected after the November election, and which maritime pieces survive is still open [6][7].

The bottom line

The SHIPS for America Act is the biggest effort in decades to answer a simple question: can America build, crew and sustain its own ships again? Reasonable people disagree on the details and the cost. Our job isn’t to tell you what to think. It’s to make sure you understand what’s being decided, while there’s still time to get it right.

Join the conversation. Reply on X and tell us: what’s working, what’s in the way, and what would you fix first?

While we argue, China plans. It’s time we started building.

Americans for a Stronger Navy is a nonpartisan not-for-profit organization.

References

[1] Sen. Todd Young, “Young, Kelly Introduce SHIPS for America Act,” April 2025: https://www.young.senate.gov/newsroom/press-releases/young-kelly-introduce-ships-for-america-act-to-revitalize-u-s-shipbuilding-and-commercial-maritime-industries/
[2] Troutman Pepper Locke, “Charting a New Course: The SHIPS Act of 2025 Reintroduced”: https://www.troutman.com/insights/charting-a-new-course-the-ships-act-of-2025-reintroduced/
[3] Brent Sadler, “Maritime Legislation: Explainer and Next Steps,” Heritage Foundation, August 12, 2026: https://www.heritage.org/defense/report/maritime-legislation-explainer-and-next-steps
[4] Holland & Knight, “White House Releases America’s Maritime Action Plan,” February 2026: https://www.hklaw.com/en/insights/publications/2026/02/white-house-releases-americas-maritime-action-plan
[5] CSIS, “Are U.S. Policies Eroding China’s Dominance in Shipbuilding?”: https://www.csis.org/analysis/are-us-policies-eroding-chinas-dominance-shipbuilding
[6] CrossGov, “US Shipbuilding Push Rides on the NDAA,” October 11, 2026: https://crossgov.com/us-shipbuilding-push-rides-on-the-ndaa-ships-act-provisions-a-20-billion-trust-fund-and-koreas-150-billion-pledge/
[7] Seatrade Maritime News, “Reshaping the industry,” July 28, 2026: https://www.seatrade-maritime.com/regulations/reshaping-the-industry-progress-on-us-maritime-legislation
[8] Clay Wirsing, U.S. Maritime Action, interview for America at Sea, October 2026: https://strongernavy.org/blog

The SHIPS for America Act in Six Parts, and the Group That Started It,

When we asked Capt. Brent Sadler, USN (Ret.), how the SHIPS for America Act came together, he named a group most people have never heard of: Revolution in Shipping.

“It became very clear we had to do something, and formed a group called Revolution in Shipping, which is the seed corn, and basically still active in the background on putting together and crafting things like the SHIPS for America Act.” — Capt. Brent Sadler, USN (Ret.) [1]

Here’s what we know so far about the idea, the people behind it, and how it grew into the most comprehensive maritime bill in decades.

It started with a report

In May 2023, Brent and Heritage Foundation economist Peter St Onge published Regaining U.S. Maritime Power Requires a Revolution in Shipping [2]. The title became the name of the effort.

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The report laid out the problem in plain numbers. America had fewer than 200 U.S.-flagged merchant ships, down from 636 at the end of the Cold War. U.S. yards had delivered no more than 20 large commercial ships a year since 2017, most of them for government. China, meanwhile, built more than 40% of the world’s new ships by tonnage and paid its shipbuilders $132 billion in direct subsidies from 2010 to 2018 [2].

“Nothing short of a revolution in U.S. shipping is required to compete with China’s world-class merchant fleet.” [2]

The answer it proposed wasn’t to copy China. It was a “blue ocean strategy”: build a new kind of American shipping and logistics where we can lead, not chase the old model where we can’t [2].

What it called for

The 2023 report asked Congress and the administration for five things [2]:

1. A national maritime strategy, replacing the 1989 sealift directive
2. A maritime innovation incubator, run through the Defense Department
3. Training, stipends and a fellowship for mariners and naval architects
4. Opportunity zones at ports and intermodal sites
5. Stronger tools against China’s unfair practices, including a better-resourced Federal Maritime Commission and waived port fees for U.S.-flagged ships

The people behind it

Revolution in Shipping isn’t a think tank or a lobby. As Brent describes it, it’s a working group of about a dozen people from industry, academia, government and the military, pulled together in Washington to work out “what would be the most workable, but most importantly effective, approach to reviving America’s maritime industrial base” [1].

The group works quietly, and we’re not naming its members here. Brent says it’s still active, helping shape the SHIPS for America Act and the administration’s executive orders on shipbuilding, and helping inform allies including Japan, South Korea, France and Australia as they invest in America’s maritime industrial base [1]. We hope to bring you some of those voices directly in the weeks ahead.

From vision to bill

The ideas kept growing after 2023. By 2025, Brent’s Heritage work had built them into a full program with five lines of effort (protect, ally, nurture, build and train). It called for a presidential maritime advisor, a dedicated trust fund paid for by fees on state-subsidized shipping, and a strategic commercial fleet of 250 ships over a decade [3].

The SHIPS for America Act was first introduced in December 2024 and reintroduced in April 2025 by Sens. Mark Kelly and Todd Young, with Reps. John Garamendi and Trent Kelly in the House [4]. Its core pieces will look familiar. Here’s what’s in it, in six parts [5]:

1. Leadership. A Maritime Security Advisor in the White House (Sec. 101), so for the first time one person owns the whole picture, from the Navy and Coast Guard to Commerce and Transportation.

2. Money that lasts. A Maritime Security Trust Fund (Sec. 201), so shipbuilding doesn’t start over every budget year.

3. Ships. A Strategic Commercial Fleet (Sec. 401) of American-built, American-crewed ships, about 250 over the next decade, ready to carry our cargo in peace and supply our forces in a crisis [3].

4. Shipyards. Grants and financing to build new ships and modernize the yards that build them.

5. Cargo. More government cargo moving on American ships (Sec. 411), which keeps those ships sailing and those crews working.

6. People. Training for the mariners, welders, shipfitters and naval architects we’re short on.

On July 22, the House passed its defense bill with a rewritten SHIPS for America Act of about 100 sections inside it [6]. House rules forced the revenue pieces into a separate bill, the Shipbuilding Investment and Workforce Act (H.R. 9911) [8]. The House version creates the Maritime Security Advisor and caps the trust fund at $20 billion, but it doesn’t yet name a source of money for it [9].

The Senate has not passed its version, and the final defense bill is expected after the November election. On October 9, the bill’s four sponsors, backed by maritime labor, asked Senate colleagues to urge leadership to keep the SHIPS provisions in the final bill [10].

In his July testimony to the House Foreign Affairs Committee, Brent noted that the bill’s proposed fees on Chinese shipping became a basis for later administration action [7].

Why it matters

Big laws rarely start in a committee room. They start with a few people who see a problem clearly, write it down, and keep working on it long after the first report is published. Revolution in Shipping is a reminder that rebuilding America at sea is a long game, and that it takes people willing to stay with it.

Hear Brent explain the SHIPS for America Act in his own words in our America at Sea introduction with Brent and Clay Wirsing.

Join the conversation. What’s working, what’s in the way, and what would you fix first? Tell us on X at @StrongerNavy.

While we argue, China plans. It’s time we started building.

Americans for a Stronger Navy is a nonpartisan 501(c)(3) organization. This post is educational and does not urge support for or opposition to any legislation.

References

[1] Capt. Brent Sadler, USN (Ret.), interview, America at Sea: Voices That Matter, October 2026: https://strongernavy.org/america-at-sea-the-ships-act-the-shipyard-floor-and-why-it-matters/
[2] Brent D. Sadler and Peter St Onge, “Regaining U.S. Maritime Power Requires a Revolution in Shipping,” Heritage Foundation Special Report No. 272, May 15, 2023: https://www.heritage.org/sites/default/files/2023-05/SR272.pdf
[3] Brent Sadler, “Reviving America’s Maritime Strength: Comprehensive by Necessity,” Heritage Foundation, July 24, 2025: https://www.heritage.org/defense/report/reviving-americas-maritime-strength-comprehensive-necessity
[4] Sen. Todd Young, “Young, Kelly Introduce SHIPS for America Act,” April 2025: https://www.young.senate.gov/newsroom/press-releases/young-kelly-introduce-ships-for-america-act-to-revitalize-u-s-shipbuilding-and-commercial-maritime-industries/
[5] S. 1541, SHIPS for America Act of 2025: https://www.govinfo.gov/content/pkg/BILLS-119s1541is/html/BILLS-119s1541is.htm
[6] K&L Gates, “House Passes Historic NDAA Maritime Amendments,” July 24, 2026: https://www.klgates.com/thought-leadership/House-Passes-Historic-NDAA-Maritime-Amendments-7-24-2026
[7] Statement of Capt. Brent Sadler, USN (Ret.), House Foreign Affairs Subcommittee on East Asia and the Pacific, July 22, 2026: https://docs.house.gov/meetings/FA/FA05/20260722/119432/HHRG-119-FA05-Wstate-SadlerB-20260722.pdf
[8] Brent Sadler, “Maritime Legislation: Explainer and Next Steps,” Heritage Foundation, August 12, 2026: https://www.heritage.org/defense/report/maritime-legislation-explainer-and-next-steps
[9] CrossGov, “US Shipbuilding Push Rides on the NDAA,” October 11, 2026: https://crossgov.com/us-shipbuilding-push-rides-on-the-ndaa-ships-act-provisions-a-20-billion-trust-fund-and-koreas-150-billion-pledge/
[10] Transportation Trades Department, AFL-CIO, “Senate Sign-On Letter: Urge Congressional Leadership to Include SHIPS Act Provisions in FY2027 NDAA,” October 9, 2026: https://ttd.org/policy/letters-to-congress/senate-sign-on-letter-urge-congressional-leadership-to-include-ships-act-provisions-in-fy2027-ndaa/

America at Sea: CDR Salamander on People, Bureaucracy and Focus

America at Sea: Voices That Matter continues with CDR Salamander, the retired Navy commander whose writing on naval affairs has been required reading for years [1]. He served 21 years on active duty, from Desert Storm to Afghanistan, and today he’s one of the sharpest independent voices on the Navy we have.

We asked him the same three questions we ask everyone. His answers go past the usual talking points to people, bureaucracy and focus. Watch below.

Join the conversation. Reply to the post above on X and tell us what’s working, what’s in the way, and what you’d fix first. Not on X? Reach us through StrongerNavy.org.

What we heard

What’s working: people. Everything in uniform, he says, funnels down to a young man or woman holding the line. Budgets and programs don’t matter without the right people. He points to the Navy and the other services meeting their recruiting goals early two years running, and to Navy retention above 100% across the first 14 years of service, by the figures he cites.

“People are policy. People run programs. People work budgets.” — CDR Salamander

What’s in the way: bureaucracy and the defense industrial base. We still run on a system built around Goldwater-Nichols in 1986, when the worry was the Soviet Northern Fleet. Consolidation in the 1990s left a few big prime contractors. And when billions go to stock buybacks, he says, that money isn’t going to higher pay for welders and shipfitters, better shipyards or capital investment.

“Like any other large object with a lot of inertia, when you stop pushing on it, it regresses to the mean. This is going to require sustained efforts.” — CDR Salamander

What he’d fix first: mindset and focus. Do it in a bipartisan way. Look at a map: America is a maritime and aerospace power, and that’s our competitive advantage. Fund and focus to match, out to space, and be willing to take risk elsewhere, including moving more ground forces into the Guard and Reserve and building up the Naval Reserve.

“We are a maritime and aerospace power. That also happens to be our competitive advantage.” — CDR Salamander

And the ships? More “holes in the water” follow from getting the focus right, he says. But the sealift, prepositioning and merchant marine we’d need to sustain a fight across the Pacific are in rough shape. He notes that two replenishment ships earned the Presidential Unit Citation for operations off Iran this year because they “did almost the impossible,” and says that shouldn’t have to be the expectation.

The three questions

1. What’s working right now that we should do more of?
2. What’s the biggest barrier to rebuilding America at sea?
3. If you could fix one thing first, what would it be?

We’ll post each new voice here over the coming weeks. At the end of November, we’ll publish a common-ground report: what these voices agree on, in their own words.

Transcript

Lightly edited for readability.

Introduction

I’ve been telling people for a long time, I’m kind of your standard issue. Retired U.S. Navy O-5, commander. I did 21 years on active duty, did a lot of deployments, and I left active duty in 2009. My first deployment was Desert Storm, so I’m one of the cohort of baby junior officers who got the last end of the Cold War, got to chase the Soviets around the Atlantic and the Mediterranean a bit, did the Desert Storm thing as well. My last deployment, back in 2009, I came home about four months before I went on terminal leave, after a deployment to Afghanistan. So I kind of did the broad, older-cohort Gen X standard issue. Nothing too dramatic, nothing very exciting. My experience was in line with kind of the center of the curve, so to speak.

What’s working right now that we should do more of?

What’s working? It’s always fun and exciting, and goodness knows I do it. Today I wrote a little bit about long-range anti-ship missiles and having the Air Force do a little bit of our sea control. Many people will go back to their comfort spot on the tactical level. I was an operational planner for years, so I love talking about courses of action and decisive points and stuff like that. But at the end of the day, and this may be a funny thing for a person from the Navy to say, everybody who wears a uniform or supports them, it all funnels toward a young man or woman standing on a street corner holding a long arm, looking around and going, “This is mine, not yours. I control it.”

That’s people. People are policy. People run programs. People work budgets. You can have great budgets and great programs, but if you don’t have the right people, you’re going to have some trouble. In the volunteer system that we have, nobody’s drafted. There are no great levies on the population to fill the spots that we need. You have to create an environment where people not only want to join, but they want to stay. And we are a type of society where people do have choices.

There are some people who wouldn’t know what to do if they ever got out of the military. I originally was one of those guys. I’m not an academy guy; I was a contract ROTC guy. I was going to do a few years because I didn’t like communists, and then I was going to go get a real job in the civilian world. And as my wife reminds me, I didn’t do that. I stayed in and made a full career out of it. But you have to have a situation where people not only have a job that they value, but they think is valuable and is worth staying in for. And not everybody has to make a career out of it. Sometimes people do one or two tours.

A primary indicator when things are not working is when you can’t get people to join, and when you can’t get the ones that you have to stay. And numbers matter. You don’t want just the bare minimum. You want more than the bare minimum so you can do a quality cut, where you don’t have to take everybody. Those that maybe don’t have the best indicators for future success in uniform can be invited to pursue excellence elsewhere: don’t bring them on board, or they don’t re-enlist.

We’ve heard recently that the Navy and the other services, for the last two years, have reached their recruiting goals early. That means they were bringing in new men and women, and for those that like demographics, every year there are fewer people you can recruit, just because there are fewer children than what we had seen previously. So that’s getting new people into the pipeline.

But especially in our military, which is very high tech, it requires a lot of training, years of training for some specialties, before you’re actually usable to the combatant commanders. Retaining your smart people is what you want to do. I dug around a bit and found these figures, and I think they’re pretty good. Officer figures are difficult to come by, but from what I’ve seen from the Chief of Naval Personnel, and I’m just focusing on the Navy here, there’s been a steady increase in officer retention over the last three years, which is where you want to go.

On the enlisted side of the house, everybody who’s been involved in mentoring sailors, bringing sailors up, giving them jobs, letting them know why their jobs are important and rewarding them, should all give themselves a pat on the back, or get a little gold anchor to hang off their door or something. Zone A, for those that aren’t familiar with the manpower side of the house, is people who’ve been in zero to six years: 108.9% retention. Zone B, six to 10 years: 117.9%, we’ll call it 118. And Zone C, 10 to 14 years in the service: 111.3%. So that, I think, is what’s working. We’re bringing in the people that we need, and we’re retaining more than what we need, which is good, because that way you have more people on the right end of the bell curve to put in your critical jobs.

What’s the biggest barrier to rebuilding America at sea?

So, okay, we’ve got the people coming in. We’re keeping people. So what tools are we giving them? That’s what I think is in the way. And this isn’t unique to the U.S. military or the U.S. government. There’s a reason for phrases like “Ottoman bureaucracy” or “that’s Byzantine,” or, for those who have had to deal with European bureaucracies, “I’m sorry, that’s not possible.” It’s just the nature of bureaucracies.

I think it’s kind of embarrassing that a communist government, the People’s Republic of China, seems to be experimenting and building and innovating a little bit faster than we are. Some of it might be Potemkin, but holes in the water are holes in the water. Compared to where they were 20 years ago, tremendous advancements. I think our bureaucracy is the thing that’s in the way, with these programs, these systems, and people you can’t fire. I almost wrote about it today, and I may do it next week: an IG report where, instead of one person accusing someone, you had dozens and dozens of people accusing a senior executive. It had been a known problem for years, and they just couldn’t get rid of her. When you read the summary, she worked in the IG’s office, of all things. It gives people a little flavor of how difficult it is to move people. Going back to the first point: people are policy. And civil service reform is a dead letter, for a variety of reasons.

We have laws, and we have policies, and we have instructions. The one I like to use is Goldwater-Nichols, 1986. That’s when our biggest worry was the Red Banner Northern Fleet, Admiral Gorshkov’s children coming over North Cape, west of Bear Island. We still live under that system, and since it came on board, it’s developed all these accretions, all these additions, all these refinements, so that it’s not really fit for the 21st century. Time flies when you’re having fun. We’re already in the second quarter of the 21st century, and we’re still living inside a construct whose foundation is based in 1986. So the bureaucracy has got to change.

We also have a big problem that’s the byproduct of Perry’s “Last Supper” in the 1990s, with defense consolidation. We have what we call the primes, our prime defense contractors, and there aren’t that many options. Boeing is going to be building both the F-47 and whatever we end up calling the new Navy fighter. You’ve got Boeing, Lockheed, Northrop Grumman. There’s not much competition there.

Corporate governance is important, because it establishes priorities and it establishes short-term and long-term requirements. One of the problems with the primes being publicly traded companies is their boards. I love my defense primes. Every time I talk to those folks, they have great professionals working for them. But I’d encourage everybody to go look at their boards of directors, look at the backgrounds of the board members, all publicly available, and look at who the primary shareholders are. Shareholders vote. If you own a pension fund, you’ve got BlackRock, you’ve got Vanguard, you’ve got Fidelity, and a couple of others in there. Their primary goal is not national defense. Their primary goal is shareholder value. General Dynamics is one of the companies that actually has a fair bit of private money coming in.

When you’re spending billions of dollars on stock buybacks, and that’s money coming from the federal government paying for weapons systems, you’re not paying larger salaries for your welders, your shipfitters, your staff. You’re not improving shipyards. You’re not doing capital investment. You’re buying back your own stock to get incremental, in some places fractions of a cent per share, advances in share price, because that benefits the shareholders, Vanguard and BlackRock, who own the majority of the stock and get to pick the board members who make those decisions. And I’ll give the administration credit: inside the last year, they’ve started some moves in that regard.

So those are the things I think are in the way. Our bureaucracy is not moving as fast as the executive branch and the legislative branch would like to see things move. There’s progress there. But like any other large object with a lot of inertia, a lot of mass, a lot of density, when you stop pushing on it, it regresses to the mean. So this is going to require sustained efforts.

If you could fix one thing first, what would it be?

The first thing is, and this needs to be done in a bipartisan way, both what’s in the way and what you’d fix first. Because if it becomes a partisan thing, national defense isn’t going to benefit, people wearing the uniform aren’t going to benefit, our allies aren’t going to benefit. Who’s going to benefit are those whose self-interest lies in other things besides national defense and allied defense.

So I would like a conversation that will upset people in Congress, too, because you’re going to upset some rice bowls. But it’s something I’ve advocated for a long time. And I know I wear blue and gold here. Fine. However, I put myself on equal footing with my boys in blue here.

I encourage everybody: everybody should have a map on the wall. If they don’t, they should definitely have a little globe, or a big globe. I have a big globe, about three feet in diameter, that I keep in my library. Look at the map. Go on Google Earth if you have to, and do a couple of great circle routes to where most of the threats to our national security lie. We are a maritime and aerospace power. That also happens to be our competitive advantage. Yes, the Chinese now have the world’s largest navy, but are their Type 055s the same as our Flight IIA Arleigh Burkes? Probably not, because we have a lot of combat experience, especially over the last few years, and we’ve been able to refine our systems. Our technology is the best. China’s trying to steal its way into a capability that looks like SpaceX, but they don’t have a SpaceX.

And when I say aerospace power, I’m not just talking about the B-21 Raider. I’m talking about low Earth orbit, cislunar space, I think is what the cool kids call it. We have to dominate space between here and the Moon, because if we don’t, the Chinese will. Do you want the rest of the solar system to run on the language, the culture, the policies and the rule of law of the U.S., the European Union, Japan, Australia and Korea? Or do you want it run by the authoritarian Chinese, with an assist from the Russians? I think you want the former. And to properly fund it, and not just fund it but focus the mind of everybody within a commute of D.C., whether you work in the Pentagon, at a think tank, as a congressional staffer, or you’re a member of Congress, you need to be thinking about the United States as a maritime and aerospace power.

We have to be willing to assume risk on what we are not. We are not a continental land power. We do not need huge standing armies. When you look at our obligations overseas through our alliances, not just NATO but our alliances with Japan, Australia and a few others, these are nations, especially on continental Europe, that are land powers, whether they want to spend on it or not. France, Germany and Poland should be able to hold the land just fine. We can help them in the aerospace and maritime domains. And if they do need our ground forces, we should have the balance of our ground forces, except for a few high-readiness, highly expeditionary forces, in the National Guard and the Reserves.

Does that mean, like we saw in Desert Storm, that it takes a while to get those units up to speed, compared to a large active-duty armored or infantry division? Sure does. And this is where my opinion gets unpopular with people. But that gives the American people and our government, as designed, with the executive and the legislative branch, time to decide together: yes, this issue, whatever and wherever it is, is worth the national effort, worth telling a whole bunch of constituents, “Shipmate, it’s not one weekend a month and two weeks in the summertime.” Though for the last 20 years that’s not been true either. You’re getting activated, and you’re probably going to war. That requires a lot more national buy-in than you have with a large standing ground force. I’d also like to see more in the Naval Reserve than what we’re doing. The Air Force recaptures a lot of its active-duty experience in the Reserve and the Air National Guard. The Navy, I think, has always shortchanged that capability.

So what I’d fix first is the mindset and the focus, toward a maritime and aerospace power, with extra emphasis on space. I grew up with Star Trek, and they were ahead of their time: it is the final frontier. If you look at it from a civilizational and a species point of view, 200 years from now I would much rather have the people managing resource extraction in the asteroid belt have a union, an appeals process and contracts subject to tort claims, than a system where if you don’t meet your quota, you wind up mining the asteroid yourself until you die, which is what you have in authoritarian systems.

Bill Cullifer: How about holes in the water?

Holes in the water, I think, will come as a byproduct of emphasizing that we’re a maritime and aerospace power. I remember one of my friends came back from being a third-tier junior officer at one of our large war games in the 1990s, updating our operations plan for Korea. He came back and said, “We don’t have enough to do what they want to do, but we’re going to pretend we do.” And I thought, that’s true. If we can get the focus right, we can get more holes in the water, and more shadows on the ramp.

Our commitments are mostly overseas, or across the Caribbean if you’re Venezuela, I guess. That requires strategic airlift and strategic sealift, and we barely have enough of that. We’re flying the wings off our C-17s as it is, and we don’t have a heavy-lift strategic airlifter in production. If you’re over 40, you may not have looked at what has happened to our Maritime Prepositioning Force, which existed in pretty good numbers as late as 2010, or the state of the merchant marine that is supposed to sustain us. It’s nightmarish, if you look at sustaining combat operations west of the International Date Line, which we’ll be required to do.

There’s a reason two replenishment ships received the Presidential Unit Citation, an award usually given to submarines that do things nobody can talk about, for operations off Iran this year. They did almost the impossible, and everybody should be really proud of what they did. But that shouldn’t be the expectation. We shouldn’t have to create miracles on a regular basis. We should have the funding and the foresight to have a merchant marine and auxiliary force that can actually support our forces forward.

While we argue, China plans. It’s time we started building.

References

[1] CDR Salamander, Substack: https://cdrsalamander.substack.com

America at Sea: Voices That Matter starts today.

Over the next 45 days, we’ll hear from voices across America’s maritime world, each answering the same three questions. Watch the kickoff below, then join the conversation.

Join the conversation. Reply to the post above on X and tell us what’s working, what’s in the way, and what you’d fix first. Not on X? Reach us through StrongerNavy.org.

The three questions

1. What’s working right now that we should do more of?
2. What’s the biggest barrier to rebuilding America at sea?
3. If you could fix one thing first, what would it be?

Transcript

Greetings. I’m Bill Cullifer, founder of Americans for a Stronger Navy. Welcome to America at Sea: Voices That Matter. This is a 45-day conversation about one question: how do we rebuild America at sea?

Why it matters

Here’s where we are. Last year China built more than half of all the new commercial ships in the world. The United States built about one-tenth of one percent [1][2].

China’s navy has more than 370 ships and is headed to 435 by 2030. Ours is about 290 [3][4]. And China builds its warships in the same yards as its cargo ships, so when it needs more, it can surge. We can’t.

Ask yourself why. A country doesn’t build a fleet like that by accident. It builds one to control the waters around it and to put its hand on the trade routes the rest of the world depends on. This summer, off Taiwan’s east coast, a Chinese fishing boat that’s part of its maritime militia was spotted working alongside its coast guard for the first time. Taiwan believes China is rehearsing a blockade [5].

Almost everyone in Washington agrees we need more ships. The arguments are about which ships, who builds them and who pays. And while we argue, China plans. So we’re trying something different. Instead of starting with the fights, we’re starting with what we already agree on.

Why start with common ground

Because agreement is where action begins. When shipbuilders, mariners, labor and the Navy community say the same thing, it’s hard to ignore, and much easier to get done.

Arguments stall. Common ground moves.

And for you, this is a chance to hear from the people doing the work, in their own words, without the spin. Much of what you buy comes to this country by sea. The ships that protect those sea lanes, and the jobs that build them, are in communities across America. This is your chance to understand what it will take, and what it means for you.

What we’re doing

Over the next 45 days, we’ll hear from voices across America’s maritime world. Each gets about ten minutes and the same three questions. What’s working right now that we should do more of? What’s the biggest barrier to rebuilding America at sea? And if you could fix one thing first, what would it be?

Same questions for everyone. Shipbuilders, large and small. Merchant mariners and the unions that train them. The skilled workers in our yards and ports. The companies that move our cargo. The Navy and Coast Guard community, active and retired. The people in Congress and their staffs who write the laws. And the writers and analysts who have been making the case for years. The shipyard worker and the admiral, side by side. We don’t all agree, and that’s the point.

The SHIPS for America Act

You’ll hear a lot about the SHIPS for America Act in this series. It’s the most comprehensive bipartisan effort in decades to rebuild our commercial fleet, our shipyards and our maritime workforce. Parts of it passed the House this summer, and Congress is deciding the rest now [6]. We’ll come back to it often, and we’ll hear from experts on where it stands.

One piece of it is worth knowing from the start. The bill creates a Maritime Security Advisor in the White House [7]. Today our maritime policy is spread across the Navy, the Coast Guard, Transportation, Commerce, Labor and more. No one person owns the whole picture. The Maritime Security Advisor would. That person would lead a board of every agency with a stake at sea, keep the national maritime strategy, and oversee a dedicated fund to pay for it. One hand on the helm.

How you can take part

The ten-minute voices are by invitation, so we can keep the conversation focused. But everyone has a part to play. Watch. Listen. Share it with someone who cares about this. And most important, weigh in. Reply on X and tell us what you think. If you know someone who should be heard, tell us that too. We read every response.

We’ll post each voice here as it comes in, starting today. And at the end of November, as Congress works to finish this year’s defense bill, we’ll publish a common-ground report: what these voices agree on, in their own words.

America at Sea is hosted by Americans for a Stronger Navy. It’s free, it’s open to everyone, and it’s nonpartisan.

Coming next

Tomorrow, you’ll meet the two people who will be with me to the finish line.

The first is Captain Brent Sadler, U.S. Navy, retired: a former nuclear submarine officer, diplomat and strategist. We asked Brent to be our moderator, and he graciously agreed. That doesn’t mean running a panel. It means guiding this series and advising us along the way. Few people know both the Navy and the maritime world the way Brent does, and he’s widely respected by his peers in both.

The second is Clay Wirsing, founder of U.S. Maritime Action, which is hosting this series with us. Clay spent eight years in American shipyards building and repairing carriers, destroyers and submarines.

Each of them will tell you, in his own words, why this matters to him.

While we argue, China plans. It’s time we started building.

Let’s roll.

Americans for a Stronger Navy is a nonpartisan 501(c)(3) organization. America at Sea is educational and does not urge support for or opposition to any legislation.

References

[1] China Ministry of Industry and Information Technology, 2025 shipbuilding figures, via Invest in China: https://investinchina.chinaservicesinfo.com/s/202602/09/WS698968cd498e23165e06d613/chinas-shipbuilding-sector-maintains-global-lead-in-2025.html
[2] CSIS, “Are U.S. Policies Eroding China’s Dominance in Shipbuilding?”: https://www.csis.org/analysis/are-us-policies-eroding-chinas-dominance-shipbuilding
[3] Congressional Research Service, China Naval Modernization (RL33153): https://www.everycrsreport.com/files/2024-08-16_RL33153_2580aa1e1d4021a5a9beb242ca3ee7aa56e21743.html
[4] U.S. Navy FY2027 shipbuilding plan, via World Ports: https://www.worldports.org/?p=742671
[5] Taipei Times (Reuters), “Taiwan spots first China militia boat in east,” Oct. 9, 2026: https://www.taipeitimes.com/
[6] K&L Gates, “House Passes Historic NDAA Maritime Amendments,” July 24, 2026: https://www.klgates.com/thought-leadership/House-Passes-Historic-NDAA-Maritime-Amendments-7-24-2026
[7] S. 1541, SHIPS for America Act of 2025, Sec. 101: https://www.govinfo.gov/content/pkg/BILLS-119s1541is/html/BILLS-119s1541is.htm

Six Weeks That Decide the Fleet

Part 1 of 4 in our series, “Six Weeks That Decide the Fleet: September 24 to November 9 — what happens to a fee meant to protect American shipyards.”

What This Series Covers

– How a 2024 labor petition turned into a real trade penalty on Chinese shipping — and why it barely survived a week
– Who’s financially backing the fight to kill that penalty, and what’s separately been reported about that same company
– What to watch for when President Trump hosts Xi in Washington on September 24
– What the people actually building ships and running unions told Congress this month, in their own words
– What happens on November 9 — the day the fee’s one-year suspension runs out

Where Things Stand, Briefly

For readers who want the fuller picture: three years in, there’s real progress and real gaps. On the plus side — an executive order creating a national maritime strategy, a $65.8 billion Navy shipbuilding request for FY2027, and a new submarine-component factory in Alabama already producing parts. On the other side — the U.S.-flagged oceangoing fleet actually shrank to 178 ships last year, the Maritime Security Trust Fund still isn’t law, and the industrial base has lost up to 40% of its waterfront facilities over two decades. Read the full three-year accounting →

A fee designed to protect American shipbuilding jobs lasted six days before someone made it disappear. This is the story of who did it, and why it should bother you even if you’ve never thought about a shipyard in your life.

Three years ago, we started asking a simple question: who pays for American naval readiness? Congress. Taxpayers. Shipyard workers who show up at 5am to weld hulls in the summer heat. That question is the whole reason Americans for a Stronger Navy exists.

This year we learned there’s a second question hiding behind the first one: who pays to make sure we never have to.

Two facts below are worth reading side by side. We’ll let you draw your own conclusion.

Let’s walk through it.

The Fee Nobody Remembers Was Labor’s Idea

This didn’t start in Washington. It started with the people who actually weld the hulls.

In March 2024, five American labor unions — not a think tank, not a senator, not us — petitioned the U.S. Trade Representative to investigate China’s dominance of global shipbuilding.[1] They’d watched it happen up close for years: American shipyards closing, skilled jobs disappearing, an entire industrial base hollowing out while China built ships by the hundreds. Nobody in Congress had acted on it yet. The workers went first anyway.

USTR agreed there was a real problem, opening a Section 301 investigation — a legal process the government uses to investigate unfair foreign trade practices. By early 2025, nearly a year after the unions first raised the alarm, the investigation confirmed what they’d been saying all along: China’s practices were “unreasonable” and burdened U.S. commerce.[2] The remedy: a modest port fee on Chinese-built and Chinese-operated vessels calling at U.S. ports — money that would help fund the rebuilding of America’s own shipbuilding capacity.[3]

The fees took effect October 14, 2025. Six days later, at a summit in South Korea, they became a bargaining chip.[4] By November 10, they were suspended for a full year — paused at $0, with the scheduled 2026 rate increase simply never happening.[5]

Two senators, one from each party, have since asked the obvious question: what exactly did the United States get in exchange for giving that leverage away?[6] As of this writing, nobody in the administration has given them a straight answer.

Who Wanted the Pause

We already knew part of this story. Our 2025 Navy year-in-review documented over $3 million in lobbying spent fighting the SHIPS for America Act and the fees meant to fund it — six times what was spent supporting it.[7] The National Retail Federation alone spent $2.27 million. The American Apparel & Footwear Association, the Consumer Technology Association, the Travel Goods Association, and the U.S. Chamber of Commerce rounded out the list.

What we didn’t know then was how organized that campaign actually was. In March 2025, NRF and the Retail Industry Leaders Association — joined by more than thirty other organizations — jointly commissioned an economic study designed to make the case to USTR that the fees would hurt American consumers.[8] Their own words: “U.S. businesses and consumers will take the brunt of these service charges… many, if not all, of the leading ocean carriers capable of meeting U.S. shipping needs use Chinese-built vessels in their fleets.”

Read that sentence again. Their argument for keeping shipping cheap is that America has become so dependent on Chinese-built ships that we can’t afford to stop being dependent on them.

The Part Nobody’s Said Out Loud

Here’s what we found that nobody else has connected: the same interests fighting these fees include the company the fees were written to counter.

Companies are legally required to disclose who pays them to lobby the government — public paperwork anyone can look up. Those U.S. Senate filings show COSCO — China Ocean Shipping Company — and China Shipping Group are named directly, by address and by percentage of ownership, as the entities behind the World Shipping Council’s American lobbying activity.[9] Not a shell. Not an inference. Their names are on the federal paperwork, filed through two U.S. law and government-relations firms: Cozen O’Connor Public Strategies, and Shamrock Maritime Consultants.

In April 2025, Maritime Executive ran a headline that should have gotten more attention than it did: “Shipping Industry Joins with China Calling for U.S. to Reconsider Port Fees.”[10] The World Shipping Council’s objections and Beijing’s official objections were, functionally, the same argument, published within days of each other.

What Kind of Company Is Paying for This

Separately: just over a week ago, the Foundation for Defense of Democracies reported that COSCO uses concealed equipment aboard its own ships to intercept U.S. military communications near American coastlines.[11] The Pentagon put COSCO on its list of companies linked to the Chinese military back in January 2025.[12] Chinese law requires companies like COSCO to support state intelligence work whether they want to or not.

We’re not going to tell you what to make of those two facts sitting next to each other. Americans can draw their own conclusions.

What Wasn’t Said at Hudson

On September 16, the Hudson Institute hosted senators, industry, and labor to talk through the SHIPS Act’s path forward. Heritage’s Brent Sadler raised Chinese state shipping as an espionage vector, in general terms.[13] Sen. Todd Young described, without naming anyone, an uncomfortable conversation with congressional colleagues who wouldn’t answer whether they were comfortable continuing to route cargo through Chinese-owned shipping companies given what’s now known about tracking and targeting systems aboard some of those vessels.[14]

Nobody drew the line all the way through. Nobody said: the resistance you’re describing has a name, an address, and a line item on a federal disclosure form.

We’re Not Anti-Business. We’re Pro-Paying-Your-Share.

We’ve said from the start that this isn’t about picking a fight with retailers or the shipping industry. Companies are allowed to lobby for their interests — that’s how the system works, and we’re not interested in relitigating that.

What we’re saying is simpler than that: here are the facts, here’s who’s named on the paperwork, and here’s what’s been separately reported about that same company. Judge for yourself what it means that they line up the way they do.

The Clock

The fee suspension expires November 9, 2026. That’s the next real decision point — not a hearing, not a letter, an actual expiration date with a binary outcome: reinstate, extend, or let it lapse further.[5]

There’s an earlier date worth watching first. On September 24 — 46 days before that expiration — President Trump hosts Xi Jinping in Washington for their second summit of the year. The first time these two men met at a summit, the port fees became a bargaining chip within six days.[4] The Heritage Foundation’s own pre-summit brief argues this meeting should be judged by whether China shows “measurable progress on its previous commitments,” not by how many new deliverables get announced.[16] We’d add the obvious corollary: that standard should apply to what the United States gives up, too.

If the port fee comes up again on or around September 24 — as a “goodwill gesture,” a “de-escalation step,” or anything else dressed up as diplomatic progress — that won’t be a new development. It will be the same pattern repeating, with the same question still unanswered: what did the first suspension buy us?

Sen. Mark Kelly put the underlying stakes plainly at Hudson: 400 U.S. oceangoing ships during Desert Storm. Eighty today.[15]

Three years in, we’ve learned who’s supposed to pay for rebuilding the fleet. This year we learned who’s paying, quietly, to make sure that never happens.

Next in “Six Weeks That Decide the Fleet”: what to watch for when Trump hosts Xi in Washington on September 24 — and whether the same trade happens twice.


References

[1] Petition to USTR, five national trade unions, March 12, 2024, cited in Clyde & Co, “USTR Section 301 Fee and Tariff Measures and Their Impact to Charterparties.”
[2] USTR, Section 301 investigation determination, January 16, 2025.
[3] Federal Register, “Notice of Action and Proposed Action in Section 301 Investigation,” April 23, 2025.
[4] White House Fact Sheet, November 1, 2025; Hellenic Shipping News, “US-China Port Fee Truce.”
[5] Federal Register, “Notice of Modification of Section 301 Action,” November 13, 2025.
[6] Sens. Mark Kelly and Elizabeth Warren, letter to USTR Ambassador Jamieson Greer, June 2026.
[7] Americans for a Stronger Navy, “2025 U.S. Navy Year in Review — Follow the Money: Who’s Fighting Against American Shipyards.”
[8] Textile World / National Retail Federation, “Retailers Submit Comments In Opposition To USTR Shipping Remedies Proposal,” March 24, 2025.
[9] U.S. Senate Lobbying Disclosure Act filings, Cozen O’Connor Public Strategies and Shamrock Maritime Consultants, LLC, client World Shipping Council.
[10] Maritime Executive, “Shipping Industry Joins with China Calling for U.S. to Reconsider Port Fees,” April 18, 2025.
[11] Foundation for Defense of Democracies, “Yes, China’s State-Owned Shipping Giant Is Spying on the United States,” September 9, 2026.
[12] U.S. Department of Defense, list of companies linked to the Chinese military, January 2025.
[13] Hudson Institute, “Fixing Shipping and Shipbuilding: Plotting the Course Ahead,” September 16, 2026.
[14] Ibid.
[15] Ibid.
[16] Andrew Harding, “Xi Comes to Washington: Expectations for the Trump-Xi Summit,” The Heritage Foundation, September 9, 2026.

Two Chokepoints, One Fleet: What the Houthi Push into the Red Sea Means for the U.S.Navy

By Bill Cullifer | Americans for a Stronger Navy

Three weeks ago, this space made the case that Hormuz burden-sharing was the clearest test of “who pays” for American sea power [1]. This week, that test got harder in a way we didn’t fully anticipate: the chokepoint problem just became a two-front problem.

What Happened

Houthi rebels completed a rapid push to take control of Yemen’s Red Sea coastline, capturing the port city of Mocha and Perim Island near the Bab el-Mandeb strait late last week [2]. That’s not a minor tactical detail. Perim Island sits astride one of the three chokepoints the entire global shipping map depends on, and maritime historian Dr. Sal Mercogliano told USNI News that holding it gives the Houthis the ability to visually track vessels transiting the strait — meaning Saudi ships can no longer make quiet, “dark” transits through the Red Sea the way they could before [3].

At nearly the same time, drones launched from Iraq struck Saudi Arabia’s East-West Pipeline, forcing Riyadh to shut down the line entirely [4]. That pipeline matters because it was Saudi Arabia’s workaround for exactly this kind of crisis: after tensions rose in the Strait of Hormuz following the U.S.-Israel strikes on Iran in late February, Saudi Arabia had shifted to moving oil overland to its Red Sea port of Yanbu, bypassing Hormuz altogether [3]. Regional officials briefed on the damage say the line — with capacity for up to seven million barrels a day — will be mostly out of service for three to five weeks while repairs continue at a major pumping facility [5].

Put those two facts together and you get the problem: the workaround route is now also compromised. Mercogliano’s read is direct — the Houthi push into Red Sea territory could force Saudi Arabia back toward loading oil through its Hormuz-adjacent ports, which puts those shipments back inside Iran’s engagement envelope, where attacks on tankers in the Strait of Hormuz have continued through September [3].

Why This Is a Different Problem Than Last Time

We wrote in August about what happened when Hormuz briefly closed during the Iran war: China and Japan largely absorbed it through strategic reserves, India rode it out on a decade of stockpiling, and thinner-margin economies like Vietnam saw real shortages [1]. That was a single-chokepoint event with a known, if costly, playbook for how the region adapts.

What’s different now is that both chokepoints — Hormuz and Bab el-Mandeb — are contested at the same time, for the first time in this conflict. There is no “safe alternate route” logic left to fall back on. For the U.S. Navy and CENTCOM, that means covering two maritime flashpoints with the same finite pool of carrier strike groups, surface combatants, and Military Sealift Command shipping that was already stretched thin planning for one.

A stalled bill, a shut pipeline, a captured island — these are three different stories in the news cycle. For the fleet that has to respond to all three at once, they are one story: not enough hulls to go around.

What It Means for the Fleet

Three concrete pressures follow directly from this:

Escort and interdiction tempo rises. With the Houthis now able to put eyes directly on shipping through Bab el-Mandeb, expect renewed pressure for the kind of escort and maritime interdiction operations the Navy ran under Operation Prosperity Guardian — this time potentially layered on top of, not instead of, Hormuz-area tasking.

Magazine depth gets tested twice as hard. The recurring Red Sea vulnerability has always been the cost mismatch: expensive interceptors fired against cheap drones and missiles. A simultaneous two-front commitment accelerates that burn rate at exactly the moment the industrial base is still working to close the shipbuilding capacity gap this organization has spent three years documenting.

Tanker escort demand collides with fleet size. If Saudi crude shifts back toward Hormuz-adjacent loading, that’s more demand for U.S. and allied escort of commercial tankers, stacked on an already undersized surface fleet. This is the same fleet-size arithmetic — 291 ships today against a stated goal of roughly 450 by FY2031 — that we and others have been tracking against the FY2027 shipbuilding request all year [6].

Why We’re Raising This Here

We don’t run this organization to chase headlines, and we’re not naval strategists — we’re a nonpartisan advocacy group asking the same “who pays” question we’ve asked since day one, this time applied to a live, unfolding crisis rather than a hypothetical. The Gulf Act’s core argument was always that the nations most dependent on Hormuz traffic — not the U.S., which draws only a small share of its own oil through the strait — should share proportionally in the cost of keeping it open [1]. A two-chokepoint crisis doesn’t weaken that argument. It sharpens it: the beneficiaries of open sea lanes are about to need those lanes protected in two places at once, and the bill for that protection doesn’t shrink just because it’s split across more water.

The same logic applies to the SEAS Act’s shipbuilding-capacity argument. A Navy asked to sustain simultaneous commitments in the Persian Gulf and the Red Sea is a Navy that needs the reload capacity — the missiles, the hulls, the yard throughput — that mechanism was designed to help fund, without adding to a federal debt load already near $40 trillion [1].

We’ll be watching whether the pipeline repair holds to its three-to-five-week estimate, whether the Houthi position around Bab el-Mandeb hardens into something more permanent, and whether the Navy’s tasking in theater reflects a genuine two-front commitment or a temporary surge. We’ll report back on what we find — credit where it’s earned, and a flag where it isn’t.

References

[1] Americans for a Stronger Navy, “Who Pays for Protection? A $40 Trillion Debt Says We Can’t Keep Doing This the Old Way,” StrongerNavy.org, August 31, 2026.
[2] NBC News, “Strikes shut down key Saudi pipeline as Iran-backed Houthis tighten grip on crucial shipping lane,” September 11, 2026.
[3] USNI News, “Houthis, Yemen Fighting Continues, Saudi Arabia Faces Pipeline Challenges,” September 14, 2026.
[4] Fox News, “Saudi Arabia pipeline drone Yemen Houthi,” 2026.
[5] ABC News / Associated Press, “Yemen’s Houthis seize more key islands in Red Sea, tighten grip on shipping routes,” September 15, 2026.
[6] Americans for a Stronger Navy, “U.S. Naval Readiness, Three Years In: The Foundation Is Laid — Now Comes the Test,” StrongerNavy.org, September 13, 2026.

Beyond the Headlines: The High-Stakes Fight to Rebuild America’s Navy

Bill Cullifer, Founder
Bill Cullifer, Founder

If you’ve been following defense news this month, you’ve probably seen the headlines: President Trump signed a National Security Presidential Memorandum on August 13 aimed at overhaul-level changes to U.S. naval power. The directive covers everything from replacing catapult systems on the carrier USS Doris Miller (CVN-81) to planning a fifth public naval shipyard—the first in over 80 years.

But one specific provision immediately ignited a fierce debate across Washington, the defense industry, and naval policy circles: the proposal to temporarily build certain U.S. Navy ships in foreign yards.

To understand why this is happening—and why experienced naval experts hold drastically different views on it—it helps to look past the political noise and unpack the underlying problem.

The Reality: America’s Shipyards Are Bottlenecked

The United States faces an industrial capacity crisis. Domestic Tier-1 shipyards are heavily backlogged. Maintenance delays mean warships spend too much time tied up at piers waiting for repairs, while new construction schedules continue to stretch. Recent fleet incidents—such as the engineering power failure on the destroyer USS Benfold and extended deployment strain on the carrier USS Abraham Lincoln—show how depot maintenance backlogs directly impact daily fleet operations.

Everyone agrees on the core objective: America needs more ships, delivered faster, backed by a resilient domestic industrial base. The debate is strictly over how to get there.

What the “Finland Model” Actually Does

The controversy centers on expanding what policy experts call the “Finland Model”.

First used for U.S. Coast Guard icebreakers, this framework allows a qualified foreign shipbuilder to construct the first two ships of a specific class at its home shipyard. However, this foreign construction comes with mandatory conditions:

  • Domestic Investment: The foreign company must simultaneously build a new shipyard in the United States or acquire majority ownership of an existing American yard.
  • Local Workforce: It must hire and train an American workforce.
  • Tech Transfer: It must license its proprietary shipbuilding technology to the U.S. facility.
  • Domestic Transition: Every follow-on ship in that class after the first two must be built inside the U.S.

Proponents frame this as a trade: leveraging near-term allied industrial capacity to rapidly add hulls right now, while using access to U.S. defense contracts as leverage to force foreign capital into domestic yards.

The Core Debate: Leverage vs. Risk

This strategy has divided experienced naval analysts into two distinct camps:

  • The Case For (Speed & Competition): Proponents, including Office of Management and Budget Director Russ Vought, argue that domestic shipyards lack the capacity to rapidly scale on their own. By offering market access to proven international shipbuilders—like South Korea’s Hanwha Group, which bought Philly Shipyard and bid $1.2B for Austal USA—the U.S. can inject foreign capital, modernized techniques, and competitive pressure directly into American shipbuilding.
  • The Case Against (Enforcement & Sovereignty): Opponents, including naval analyst Hunter Stires and the Shipbuilders Council of America, point out a major structural risk: leverage. Access to the U.S. market is Washington’s strongest bargaining chip. Once the first two hulls drop anchor, that direct leverage drops. If a foreign partner fails to follow through on building out American yard capacity, the U.S. risks losing domestic shipbuilding jobs without securing long-term industrial independence.

“…diverted from American shipyards this Administration pledged to rebuild.” — Matt Paxton, President of the Shipbuilders Council of America

The Path Ahead: Accountability First

This isn’t a simple fight between “buying American” and “outsourcing.” It is a fundamental question of policy design and enforcement.

How do we take advantage of international partnerships without exposing the U.S. industrial base to long-term risk?

That is where legislative solutions come in. Legislative frameworks like the Defense Reinvestment Credit (DRC) under the proposed Strategic SEAS Act aim to close this exact gap. Rather than taking a foreign firm’s future promises at face value, mechanisms like the DRC mandate audited, verified capital milestones on American soil before contracts are finalized or paid out.

As Congress navigates the upcoming National Defense Authorization Act (NDAA) conference and the Department of War prepares its implementation plans, the key metric won’t be political promises. It will be who pays, who is held accountable, and whether capital actually lands in American shipyards.

Allied ‘Say Versus Do’ Gap Raises New Questions Over U.S. Sea Power

Bill Cullifer, Founder
Bill Cullifer, Founder

In a conversation with CDR Salamander, I explore allied readiness, the Strait of Hormuz, burden-sharing and the Navy’s structural crisis.

America’s allies often say the right things about maritime security. The harder question is whether they can still do them.

That “say versus do” gap sits at the center of my conversation with CDR Salamander — a retired U.S. Navy officer, former NATO staff officer, and one of the most respected independent voices in naval commentary for nearly two decades.

We discussed Europe’s shrinking naval capacity, the Strait of Hormuz, burden-sharing, the industrial base, and the structural failures that have brought the U.S. Navy to a readiness crisis that many veterans recognize all too well.

I came to the conversation as a student. I left it convinced that Americans need a wider, more honest debate about sea power, allied obligations, and the real cost of keeping global trade moving. His explanation of the global economy is one of the most important parts of the interview.

Why I Asked These Questions

I started Americans for a Stronger Navy about two and a half years ago. Before that, I spent over three decades in telecommunications and web technologies — building and leading organizations at the intersection of global internet infrastructure, international business, and nonprofit professional management. I traveled to China and Russia during the early 2000s tech transfer era — and to other emerging markets in between — and watched, firsthand, how economic integration and strategic naivety can compound into serious long-term risk. That ground-level view of how these economies operate, and how they think about America, shapes everything I do at StrongerNavy.org.

I am not a think tank fellow. I am not a defense contractor. I am not a retired flag officer. I am a former blue water destroyer sailor who stood watches aboard USS Henry B. Wilson in the 1970s during the original hollow Navy era.

That outsider status used to feel like a liability. I’ve come to think it’s an asset. Fresh eyes — from someone who has managed global organizations, tracked technology transfer across borders, and spent thirty years watching how interconnected systems succeed and fail — can sometimes see patterns that are harder to spot from inside a specialized community. That’s not a criticism. It’s an argument for a bigger tent.

My goal has never been to be the loudest voice in the room. It has been to listen carefully, learn honestly, connect what we learn to concrete legislative action — and help build the coalition this moment requires.

Which is why I reached out to CDR Salamander. If you want to understand where the naval community’s thinking actually is, you start there.

What follows is that conversation. I hope you’ll read it the same way I tried to have it.


Europe’s Readiness Gap

Q: The Royal Navy was significantly larger in 1982 than it is today, and they barely scraped together a task force to retake the Falkland Islands. The RAF was making the case that carriers were obsolete and land-based air could handle everything — they were months away from not having that carrier in the South Atlantic at all. France, the Netherlands, Denmark — Europe had a real, robust military then. Fast forward to 2026. Is that capability still there?

We find ourselves in a situation where there’s a certain inertia to assumptions — we just assume our allies can do something. You see announcements like the French carrier getting underway with a European strike group to help defend Cyprus because the British can’t get a single destroyer underway. And that’s great. But the French have one carrier. Some of their allied units are genuinely impressive — the Spanish F-100 Aegis destroyer is a fine piece of kit — but there just aren’t that many of them. They can do this one deployment. They have no follow-on. They have no endurance.

Even they themselves still carry this inertia of a memory of a military that could do things. And it’s simply not there anymore.

CDR Salamander: You have to be very careful what you take from Europe at face value, because a lot of what they’re proposing isn’t what’s best — it’s what they’re capable of. We make fun of the “strongly worded letter,” but if that’s all you have, that’s what you lean on. If you need things to delay, to push to the right, to wait for a UN or EU meeting — that’s what you’re going to do, because you don’t have the military capability to do anything else.

And even as NATO allies approach that 2% GDP threshold — which is laudable — you have to ask: what can they actually do with that? A lot of our assumptions, everything from mine sweeping to escort ships to underway replenishment, don’t hold up when you look at the actual order of battle. Mike Mullen’s “Thousand-Ship Navy” concept still echoes, but do we really have allies who can fill those billets?

Even in the Red Sea the operational experience has been revealing. CDR Salamander noted that one allied navy’s top-line unit deployed and discovered its hardware couldn’t communicate with a partner nation’s radar systems. And on the British Type 45 destroyers — everybody loves those ships — CDR Salamander observed that at least one was unable to use its main gun against air targets in the Red Sea because of a software capability that had not been purchased, a cost-saving decision that reflected years of accumulated underinvestment.

That’s the “say versus do” problem. A lot of what Europeans are saying cannot be backed up because they have so under-resourced their militaries. They can posture, protest, and stand at sight. That’s it.


Politics and NATO

Q: Is this primarily a capability problem, or is politics a bigger factor in why allies haven’t stepped up?

CDR Salamander: It depends on the nation. I say this as a former NATO staff officer who genuinely loves the alliance. I loved who I served with. In Afghanistan, I spent more time with NATO partner nations than with Americans. But out of respect — because they speak clearly to us — we should speak clearly back.

There are a couple of powerful undercurrents in Europe. One is a latent anti-Americanism that’s part of the political landscape. The other — especially in France and to a lesser degree Germany — is a desire for EU primacy over NATO. They resent American influence in the alliance. Any opportunity to position the EU as an alternative to NATO is taken, because if they can detach European security from the American relationship, the EU becomes more powerful.

You also have national habits. Some allies are simply accustomed to the US carrying the load — and then commenting from the sidelines in ways that play well domestically. And the Israel dimension cannot be discounted. The fact that the US is operating alongside Israel has triggered large portions of the European electorate in ways that make allied political leaders unwilling to be seen as part of this operation — even when it’s clearly in their own economic interest.

This was true under Carter, Clinton, and Obama as much as under Reagan, Bush, and Trump. The Europeans just don’t map their political spectrum onto ours, and right now that disconnect is making things worse.


Why Hormuz Still Matters

A note before this next section: whether you follow naval policy closely or you’re coming to this conversation for the first time, what follows is the most important part of this interview. CDR Salamander explains, in plain language, why the Strait of Hormuz matters to Americans who don’t buy a drop of Gulf oil — and why the global economy is far more fragile than most people understand. It deserves close attention.

Q: What’s the one thing Americans aren’t getting from traditional news coverage about the Strait of Hormuz?

CDR Salamander: The hardest thing to explain — but the most important — is that the US hasn’t relied on Hormuz hydrocarbons for a long time. We’re energy self-sufficient. So when people ask why this matters to Americans, the answer isn’t about our gas prices. It’s about the entire architecture of the global economy.

After the Cold War, decisions were made across North America and Europe to de-industrialize. That doesn’t mean you stop needing manufactured goods — it means you offshore the manufacturing to Asia, and you don’t have to see any of it. That works until it doesn’t. And it doesn’t work when the energy supply chain feeding Asian manufacturing gets disrupted.

The vast majority of hydrocarbons moving through the Strait of Hormuz are going to China, Japan, India, Thailand, Australia. If that energy supply is disrupted, the cost of hard industrial manufacturing in Asia rises to the point where supply chains feeding Western industries start to collapse. The whole system wavers.

And it’s not just oil. It’s fertilizer derived from natural gas — the feedstock that made the Green Revolution possible and held back mass starvation. It’s helium, a byproduct of natural gas production, essential for semiconductor manufacturing and fuel cell development. People don’t see those connections.

What they really don’t understand is that if you want to stop economic migration, you need strong economies in Southeast Asia. If you want a buffer against an expansionist China — and a Russia probing NATO’s eastern flank and an Iran that has spent forty years treating the Gulf as its own private lake — you need viable economies in Vietnam, the Philippines, Japan, Taiwan, Indonesia, Australia. That can’t happen if those nations can’t access hydrocarbons at market prices.


Burden-Sharing Without Mercenaries

Q: Asian economies receive the overwhelming share of crude moving through the Strait of Hormuz — China, India, Japan and South Korea among the largest exposed markets. We’re backstopping maritime insurance, deploying carrier strike groups, burning through hardware and personnel. What’s the value proposition for the American taxpayer?

CDR Salamander: Too many people in positions of political power don’t know how money works. They don’t understand interconnected economic systems. And they’re operating in a political environment where maintaining their coalition comes before strategic clarity.

Some of them genuinely believe that contributing to an escort operation in the Strait of Hormuz means being part of the conflict. We saw that when Italy and Spain withdrew base access for operations involving Israel. They’re making decisions out of spite and domestic political calculation — even though the disruption will hurt their own economies far more than it hurts ours.

The argument that the beneficiaries of American naval protection should contribute more is legitimate. But how you structure that contribution matters enormously.

Q: We’ve had financial models before where countries paid for protection. Kuwait in 1987. Japan in 1991. Is there a precedent for a more formal burden-sharing arrangement?

CDR Salamander: I guess in theory it could work, but I’m not a fan of the concept as it’s usually framed. America has a voluntary military. These are the sons and daughters of American citizens who chose to serve their country. If we do anything that even smacks of being somebody else’s mercenary force, I don’t want to be the one explaining to a mother why her kid came home in a box because someone was cutting us a check to do their job for them.

Now — contributing nations don’t have to contribute forces. If Iceland doesn’t have a military but will buy diesel fuel for the operation, that counts. Resources and services in lieu of forces — that’s legitimate burden sharing. That’s the Daughters of the American Revolution model: you don’t need an ancestor who fought at Yorktown. Someone who drove a supply wagon qualifies too.

But pure payment for services rendered? That leaves a bad taste. Why is Bangladesh so active in UN peacekeeping? Because they like the money. I don’t want the United States Navy in that equation.


What the Navy Commission Must Confront

Q: The National Commission on the Future of the Navy has begun its work. If you were advising the commission — not on ship counts, but on structural questions — what are the two or three things they absolutely cannot afford to skip?

CDR Salamander: First, back up and ask why this commission exists at all. It exists because the institutions given stewardship over American sea power have done a poor enough job over the last three decades that Congress felt compelled to create external oversight. So the question isn’t “what ships do we need” — it’s “what structural dysfunctions produced this situation?”

My answers are unsexy. But the foundations of a house are unsexy. Plumbing is unsexy. You can’t have a functioning structure without them.

The first thing is industrial base. The only reason we won World War II is our industrial capacity — including our maritime industrial capacity. Right now we have submarines waiting over a year for repairs. We have dry dock capacity so constrained that ships are receiving depot-level maintenance in 2026 at a rate that would have gotten people fired in 1986. We need incentives and disincentives that grow, support, and sustain a geographically and institutionally diverse shipbuilding and maintenance industry. That will take a decade to fix. Start now.

Second: officer corps incentives. How we promote people and why. The current system is not fit for purpose. If it were, we wouldn’t be where we are.

Third: geographic presence. The Navy has disappeared from the view of too many Americans. San Francisco Bay is geographically ideal for naval facilities and sits at the center of American technology and influence — and we BRAC’d our way out of it. The “Master Base” concept — concentrating everything in San Diego, Jacksonville, and Norfolk — only makes sense to an accountant. It certainly doesn’t make sense in an era of drone swarms that can take out entire airfields. We need a distributed presence.

And underneath all of this: we need a national understanding of maritime power, not just a maritime strategy document. By geography and economy, we are a maritime and aerospace nation. Our budgetary priorities don’t reflect that. Changing them will require taking resources from what is not our comparative advantage as a non-continental land power. We have to be willing to make that fight. We need more Vice Admiral Tom Connollys and fewer officers who can’t get through a sentence without the word “joint.”


The Case for Sea and Air Power

Q: Final question. What’s the key takeaway — for Navy professionals and for civilians who might be listening?

CDR Salamander: There’s an opportunity here, and it’s being missed.

Every carrier deployed for nine, ten, eleven months is proof we don’t have a large enough navy. Every static airfield attacked ashore is an argument for sea-based power projection. Every Houthi missile fired at a merchant ship is a demonstration that the only answer is at sea. Every Chinese fishing fleet strip-mining the territorial waters of a South American coastal nation is a mission for the U.S. Navy and Coast Guard. Every Russian submarine probing undersea infrastructure in the North Atlantic is a reminder of who owns the depths. Every Iranian fast boat swarming a merchant vessel in the Gulf is a test of resolve we cannot afford to fail.

The Western Pacific threat is maritime and aerospace. What Australia, Japan, the Philippines, New Zealand need most is help securing their maritime connections and their airspace. That is our lane.

All the argument points have been delivered to us on a plate. We have the receipts. And I’ve been frustrated for a while that the stars are aligned, the case is right there, but too much of our senior leadership would rather talk about “joint” — or worse, say nothing at all.

This isn’t parochial. It’s about the security of the Republic. We have secure land borders. Europe has the population and economy to handle most of its own land and air requirements. We don’t need to find ourselves in another land war in Asia. But we do have a unique, irreplaceable role at sea and in the air.

If conflict comes — something like what we’re watching off Iran right now — the best outcome for America is one where we limit our involvement to sea power and air power. That’s not isolationism. That’s strategy. It’s the argument we should be making every day, because it’s an easy argument to make — and right now, the world is making it for us.


Bill’s Takeaway

A few honest reflections after sitting with this conversation.

CDR Salamander is an exceptional teacher. His ability to move from a 1982 carrier nearly decommissioned by RAF budget politics to a 2026 British destroyer unable to use its main gun in the Red Sea — and have both illuminate the same structural failure — is a gift. I’d encourage every reader to go back through his answers on the global economy section slowly.

What he makes clear — and what most people never connect — is that we do not live in silos. The fertilizer derived from natural gas that feeds billions also underpins the modern technology supply chain. The strong economies in Southeast Asia that buffer against Chinese expansionism are the same economies that prevent mass migration crises from landing on our doorstep. Freedom of navigation isn’t an abstraction. It is the load-bearing wall of the modern world. Remove it and everything above it comes down.

That lesson applies closer to home too. The naval advocacy community has its own silo problem. Veterans organizations, individual advocates, civic groups, and policy voices are all making versions of the same argument — but separately, in parallel, without a unified message. A trade association of defense contractors speaks for an industry. A coalition of veterans, citizens, and civic advocates speaks for the Republic. Those are not the same thing, and the difference matters.

I don’t agree with everything he said. I want to be straightforward about that, because intellectual honesty is the only foundation worth building on.

His objection to burden-sharing — the mercenary framing — is one I take seriously. He made it with conviction and genuine feeling for the men and women who serve. I respect that completely.

But here’s my honest position: The United States is not operating from a position of unlimited fiscal strength. Debt-service costs are rising, readiness needs are growing, and the nations benefiting most from open sea lanes — China, India, Japan and South Korea among the largest — have an obligation to contribute to the cost of keeping them open. That isn’t mercenary. That’s arithmetic.

And here’s where I think CDR Salamander and I are actually closer than it might appear. His own instinct — Iceland buying diesel fuel, basing access, logistics support, the wagon driver — is a barter framework. Contributions in kind rather than cash. I’ll take it. That’s a step in the right direction. The principle that beneficiaries contribute is the thing that matters. The mechanism is a conversation worth having.

We will have more to say about the legislative path forward at StrongerNavy.org in the weeks ahead. Watch this space.

CDR Salamander and I share the core conviction: the United States is a maritime and aerospace power, the Navy is underfunded and structurally undermined, and the window to fix it is narrow. That is enough to work with.

Stronger together. Break the silos.

— Bill Cullifer
Americans for a Stronger Navy | StrongerNavy.org


About CDR Salamander

CDR Salamander is a retired U.S. Navy officer and former NATO staff officer. He has written at CDRSalamander.com for nearly two decades and publishes regularly on Substack. His post “Europe’s Say v. Do Problem” served as the starting point for this conversation.

About Americans for a Stronger Navy

I founded Americans for a Stronger Navy (StrongerNavy.org) after serving as a Quartermaster/helmsman aboard USS Henry B. Wilson (DDG-7) in the 1970s. Our mission is simple: advocate for a properly funded, capable U.S. Navy as a cornerstone of American security and economic prosperity. Full audio of this interview is available at StrongerNavy.org.

The Golden Fleet Needs a Funding Engine. We Built One.

Brent Sadler at The Heritage Foundation just published one of the most comprehensive naval shipbuilding blueprints in recent memory. The 40-page Special Report, To Build the Golden Fleet, released March 25, 2026, is required reading for anyone serious about what it will actually take to rebuild American sea power. We’ve read every page. Sadler gets it right.

But the report has a gap. And we’ve spent two and a half years building the mechanism to fill it.

First, the numbers that should stop every American cold.

As of March 2026, China’s fleet stands at 474 warships. Ours stands at 291. Since September 2016 — when Congress set a goal of 355 ships — China’s fleet has grown by more than 100 warships. We added 17. [1]

The 2016 Force Structure Assessment identified the real requirement as 459 warships. Budget pressure compressed that to 355. And 325 ships was assessed as “maximum acceptable risk” — a floor, not a goal. We are operating below that floor today.

Submarine production currently runs at 1.1 boats per year. The requirement is 2.33 per year — and above 3.0 per year once AUKUS demand kicks in. [1]

Secretary Phelan has said 250,000 new shipyard workers will be needed over the next decade. And according to the Navy’s own acquisition executive, 50 to 60 percent of new industrial base hires quit within their first year. [1]

There are eight U.S. shipyards capable of building vessels over 400 feet in length. Eight. For a nation that needs to build a generational fleet larger than the Reagan-era 600-ship buildup.

These are not advocacy numbers. These are Sadler’s numbers, sourced from the Pentagon, the Congressional Budget Office, and the Navy’s own planning documents.

What the Golden Fleet Report Gets Right

Sadler’s blueprint is built around two simultaneous imperatives that most naval commentary treats as separate problems. He holds them together correctly.

The first is getting firepower to sea now. The bridge fleet — largely unmanned platforms deploying existing weapons like Tomahawk cruise missiles and SM-6 missiles, built faster at smaller shipyards — addresses the 2027 Davidson Window without waiting for the industrial base to catch up. The USV Ranger’s successful SM-6 launch in September 2021 is the proof of concept. This is executable today.

The second is the generational industrial revival. New public shipyards in the Pacific. Design sprint teams collocated with shipbuilders. Vessel Construction Manager models that consolidate accountability. Modular construction techniques. Robotic welding systems that South Korean and Japanese shipyards have shown increase productivity by 20 percent. Block buys that give industry the funding predictability to invest in workforce and infrastructure rather than managing quarter-to-quarter. [1]

Sadler is particularly sharp on a point that rarely gets named directly: budgets must not predetermine the size or delivery schedule of the Golden Fleet. The threat informs the requirement. The requirement informs the budget. Not the other way around. Budget-led planning is how we got from a real requirement of 459 ships to a compromise of 355 to an actual fleet of 291 — while China added 100 warships.

The Gap the Report Doesn’t Fill

Sadler calls for novel contracting mechanisms — specifically SAWS, the Shipyard Accountability and Workforce Support contracting approach — matched with reformed tax structures that incentivize capital investment in shipbuilding capacity over pleasing Wall Street. He calls for a Naval Act with block buy authority. He calls for a fifth public shipyard in the Pacific at an estimated cost of $20 billion, with Congress appropriating initial funding now. [1]

These are the right prescriptions. But they share a structural dependency that the report doesn’t fully resolve: they all require sustained, predictable, mandatory funding that the annual appropriations process has consistently failed to deliver.

The White House Maritime Action Plan, released February 13, 2026, directed OMB to propose a legislative mechanism for a Maritime Security Trust Fund — a dedicated, mandatory funding stream. The directive was clear. The mechanism was left unspecified.

That mechanism is the Strategic SEAS Act.

The Funding Engine

The Strategic SEAS Act — the Shipbuilding Economic Acceleration and Security Act — proposes a sector-based defense reinvestment framework. Companies whose global operations depend on the maritime security the U.S. Navy provides contribute to a Maritime Security Trust Fund dedicated to shipbuilding capacity, fleet expansion, and maritime workforce development.

The logic is direct. American technology, developed with public investment and deployed at global scale, enabled the commercial operations that now depend on open sea lanes. China’s own shipbuilding capacity — the one producing more tonnage annually than the entire U.S. fleet — relies on logistics networks and advanced manufacturing that trace lineage to American innovation. The companies that benefit most from maritime security should have a structural stake in sustaining it.

This is not a new tax. It is a reinvestment framework — the same principle Sadler invokes when he calls for incentive structures that reward capital investment in shipbuilding over short-term financial returns.

The SEAS Act provides what SAWS and block buys cannot provide on their own: a funding stream that does not depend on annual appropriations decisions, does not compete with other defense priorities in the FYDP, and does not evaporate when political priorities shift between administrations.

Sadler’s Golden Fleet blueprint is the architecture. The SEAS Act is the funding engine that makes it executable across budget cycles.

The full framework has been published by the Center for Maritime Strategy as “Defense Reinvestment as Naval Strategy.” [2]

One More Data Point Worth Naming

In the comments section of Sadler’s September 2025 Washington Times piece, a reader identifying himself as the leader of the 2016 Force Structure Assessment study team wrote the following:

“I led the study team that developed the 2016 force structure assessment and just wanted to point out that the different numbers were based on assessed risk. CNO chose the 355-ship force that we assessed as ‘moderate risk’ while the 459 was minimal risk. We even had a 325-ship ‘maximum acceptable risk’ — which should say something about our current force level.”

Read that carefully. Three hundred twenty-five ships was the floor — the maximum acceptable risk threshold established by the people who ran the assessment. We have 291. We are not below the goal. We are below the floor.

That is not a readiness problem. That is a national security emergency dressed in budget language.

What Comes Next

Secretary of the Navy John Phelan confirmed this week that the Golden Fleet is no longer a blueprint — it is an active program. In a public statement, Phelan outlined decisive action already underway: canceled programs not delivering results, new Portfolio Acquisition Executives with accountability for integrated capabilities, a Rapid Capabilities Office to accelerate technology delivery, and Ship OS now scaled to two major shipbuilders, four public shipyards, and 100 suppliers. Most significantly for the funding argument, Phelan stated plainly that “the era of free money is over — industry now has skin in the game and investing in their own expansion.” That is the SEAS Act’s core logic stated from the highest level of Navy civilian leadership. The reinvestment principle is no longer outside advocacy. It is official policy direction waiting for a legislative mechanism.

The Golden Fleet details will emerge in the coming days as the Navy’s budget and 30-year shipbuilding plan follow the report. Sadler’s three metrics for judging whether it’s worthy remain the right standard: firepower to sea, new operational concepts to deter China, and maritime industrial revival.

The third metric — industrial revival — cannot be sustained by legislative authorization alone. It requires a funding architecture that outlasts administrations and survives budget cycles. The SEAS Act is that architecture.

Americans for a Stronger Navy has been building toward this moment for two and a half years. Eight hundred published posts. A nonpartisan record. A framework developed in consultation with naval policy experts, constitutional scholars, and defense industry stakeholders.

The blueprint exists. The funding mechanism exists. What remains is the political will to connect them.

That is what we are working on. And we are not going anywhere.


References

[1] Brent Sadler, “To Build the Golden Fleet,” The Heritage Foundation Special Report No. 328, March 25, 2026. https://www.heritage.org/defense/report/build-the-golden-fleet

[2] Bill Cullifer, “Defense Reinvestment as Naval Strategy: The Strategic SEAS Act and Industrial Base Competition,” Center for Maritime Strategy, 2026. https://centerformaritimestrategy.org/publications/defense-reinvestment-as-naval-strategy-the-strategic-seas-act-and-industrial-base-competition/

[3] White House Maritime Action Plan, February 13, 2026.


Bill Cullifer is the founder of Americans for a Stronger Navy and a former blue-water destroyer sailor who served aboard USS Henry B. Wilson (DDG-7). StrongerNavy.org.

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.