Anticipated Defence spend way ahead of prior iterations: The Government is planning on spending $330B to enhance Defence capability over the coming decade.
Maritime a major focus: The bulk of Defence spending will be on submarines, ships, and associated facilities.
Opportunities across all domains: Spending will also cover land, air, weapons, logistics, and other enabling capabilities, providing opportunities across all supply chains.
Trump a potential threat to AUKUS: Although not our base case, a concern is the threat to the AUKUS partnership under a unilateralist, “America First” Trump.
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