Anduril and Navy announce $6.6bn Baltimore facility for Virginia-class submarine parts

Right · 1Anduril announced on Tuesday 6 October that it will break ground on a new facility in Baltimore County, Maryland, to build critical components for Virginia-class submarines. 1 Right · 2The facility, called Arsenal-2, is backed by $3.7 billion of Anduril's own capital and a $2.9 billion Navy contract, for a total of $6.6 billion. 1 2 Right · 2It will be built at Tradepoint Atlantic, at Sparrows Point, the site of a shipyard and a former Bethlehem Steel plant, and will cover two million square feet. 1 2

Right · 2An industry official said it will produce torpedo tubes and eventually ship sections such as bows and sterns, but that it will not be operating for a couple of years. 2 1 Right · 1Meanwhile Anduril is standing up a faster California facility that is already prototyping torpedo tubes from design information passed down by Electric Boat; an administration official said earlier tubes would speed production of Virginia boats now under construction. 1 Right · 1Anduril president and chief strategy officer Chris Brose said the money covers standing up the facility, building the workforce and adding modern technology, and that the approach borrows manufacturing methods from commercial aerospace, splitting complex tasks into simpler ones a larger workforce can do. 1

Right · 1Virginia-class boats are built by General Dynamics Electric Boat and Huntington Ingalls' Newport News Shipbuilding; an industry official said Anduril is not replacing them but wants to become a larger part of their supply chain. 1 Right · 1President Donald Trump was set to visit the site on Tuesday afternoon; Brose said the announcement would not have happened without the leadership of Trump and the Departments of War and the Navy, and the industry official said talks began in late 2024 and accelerated after Trump took office in January 2025. 1 Right · 1White House deputy press secretary Anna Kelly said the project would create over 13,000 direct and indirect jobs and $2 billion in annual economic output, and fits the president's maritime action plan; a senior administration official framed it as a response to China's naval and commercial shipping strength. 2

Right · 2The Navy has 26 Virginia-class submarines and two more are expected in the spring, though the New York Post says it is supposed to be building two a year; the Washington Examiner notes production has long been hampered by workforce shortages and supply chain problems. 1 2 Right · 2Context from the coverage: in April 2026 the Navy cancelled a Biden-era plan to overhaul the USS Boise and redirected billions to Virginia-class boats, and Vice Adm. Robert Gaucher was named the Pentagon's first portfolio manager for submarines earlier this year. 2 1