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Research · Defense 2026.07.04 ARK-R-007

America is building
submarines it can't staff.

The bottom line: The Navy needs to build one Columbia and two Virginia-class submarines a year, rising toward 2.33 a year to also supply Australia under AUKUS. Doing that requires hiring about 100,000 skilled trades workers over ten years. Today the submarine industrial base runs about 25% below the staffing it needs, loses 20 to 22 percent of its workforce a year, and takes three to five years to bring a tradesperson to proficiency. The capital is appropriated and the contracts are signed. The constraint is people.

Dani Mota
Founder · Project Arklight
6 min read

The United States has decided to rebuild its undersea fleet on a schedule it has not run since the 1980s, with an industrial base a third the size it was then. The money is there. The submarines are on contract. What is missing is the welders, machinists, and pipefitters to build them, and the gap now shows up as years of delay.

How big is the submarine workforce gap?

MetricFigure
Skilled workers needed, 10 years~100,000
Base below required staffing (2022)~25%
Annual attrition20-22% (30%+ in critical trades)
Time to trade proficiency3-5 years
Workforce retirement-eligible in 5 years~25%
Virginia-class delivery rate~1.1-1.2/yr vs. 2.0 target

Sources: BlueForge Alliance, GAO, CBO, CRS, USNI News (full list below). The 100,000 figure is submarine-specific; the whole maritime industrial base is a larger number.

How many workers does the submarine industrial base need?

The Navy-funded BlueForge Alliance puts the number at roughly 100,000 skilled workers over ten years to build the submarines alone. The two shipbuilders show what that means in hiring. General Dynamics Electric Boat hired about 5,000 people in 2023 and is climbing toward a peak workforce near 33,000, close to its Reagan-era high. HII's Newport News Shipbuilding plans to hire roughly 19,000 within the decade. Across the wider maritime base, the Secretary of the Navy has put the ten-year need as high as 250,000, a broader figure that also covers surface ships.

Which trades, and why are they so hard to fill?

Submarine work runs on welders, machinists, pipefitters, electricians, and shipfitters, plus coating, metrology, and non-destructive-testing specialists. Analysts single out welders, electricians, and coating operators as the hardest to keep. The reason the base cannot simply hire faster is arithmetic. A tradesperson takes three to five years to reach proficiency, attrition runs 20 to 22 percent a year and above 30 percent in the critical trades, and about a quarter of the current shipyard workforce is retirement-eligible within five years. As the Congressional Budget Office's Eric Labs put it, there is no way to improve the industrial base with attrition rates that high.

What is at stake if the roles go unfilled?

Schedule, and then deterrence. Virginia-class submarines are delivering at about 1.1 to 1.2 a year against a target of 2.0, and the Government Accountability Office found deliveries running 24 to 36 months late. The lead Columbia-class boat is running roughly a year behind. That matters because the Ohio-class ballistic-missile submarines begin retiring in 2027, so a late Columbia risks a gap in continuous at-sea nuclear deterrence. Layer on AUKUS, which requires Virginia production to rise toward 2.33 boats a year to also supply Australia, and the workforce gap becomes a national-security problem, not a scheduling one.

Who can train the submarine workforce?

The pipeline is the whole question. Accelerated welding programs run roughly twelve weeks, but volume at that pace still falls short of a 100,000-worker need against 20-percent-plus attrition. Closing the gap means producing production-ready, clearable trades faster than the base loses them, which is exactly the problem the Arklight Demand Model measures and that Trade School 2.0 is built to solve. It also sits at the center of the clearable-talent constraint, since submarine work is US-person and often clearance-gated, and it feeds the same metal-fabrication shortage the fleet depends on.

The bottom line

You cannot appropriate your way to a submarine on time if the people who build it do not exist. The deterrent now rides on a workforce problem, and the only durable fix is to build the trades faster than the fleet loses them. That is a training problem, and it is solvable.

Frequently asked

How many workers does the U.S. submarine industrial base need?

The Navy-funded BlueForge Alliance estimates about 100,000 skilled workers are needed over ten years to build the Navy's submarines. General Dynamics Electric Boat is targeting a peak workforce near 33,000, and HII's Newport News Shipbuilding plans to hire roughly 19,000 within the decade.

Why can't the submarine workforce scale up quickly?

A skilled-trades worker takes three to five years to reach proficiency, attrition runs 20 to 22 percent (over 30 percent in critical trades), and about a quarter of the shipyard workforce is retirement-eligible within five years. The base is roughly a third the size it was in the 1980s, so it cannot simply hire its way out of the gap.

What trades does submarine construction need most?

Welders, machinists, pipefitters, electricians, and shipfitters, along with coating and non-destructive-testing specialists. Analysts report welders, electricians, and coating and spraying operators are the hardest to retain.

How far behind is submarine production?

Virginia-class submarines are delivering at roughly 1.1 to 1.2 per year against a target of 2.0, and the Government Accountability Office reported deliveries running 24 to 36 months late. The lead Columbia-class boat is running about a year behind. The Navy has said the two-per-year Virginia rate is not expected until the early-to-mid 2030s.

Why does the submarine workforce shortage matter for national security?

The Ohio-class ballistic-missile submarines begin retiring in 2027, so Columbia delays risk a gap in continuous at-sea nuclear deterrence. The AUKUS agreement adds demand, requiring Virginia production to rise toward 2.33 boats per year to also supply Australia. The workforce, not the funding, is the constraint on both.

Sources

  1. BlueForge Alliance / Build Submarines: ~100,000 workers over 10 years
  2. U.S. GAO: submarine industrial base ~25% below required staffing; delivery delays
  3. National Defense Magazine: attrition 20-22% (30%+ critical), 3-5 years to proficiency (CBO's Eric Labs)
  4. USNI News: SECNAV: 250,000 workers over the decade (whole maritime base); ~25% retirement-eligible in 5 years
  5. ClearanceJobs: Electric Boat hiring cadence · AdvanceCT: EB peak target ~33,000
  6. HII / Newport News Shipbuilding: ~19,000 hires within the decade
  7. Congressional Research Service: Virginia-class rate, AUKUS 2.33/yr target · CRS: Columbia-class program
  8. McKinsey: hardest trades to retain in U.S. shipbuilding
  9. Arklight: The Arklight Demand Model (methodology)

About Project Arklight

Project Arklight is a workforce-development company rebuilding how America trains skilled industrial labor.

We run a software-enabled trade school, Trade School 2.0, that assesses, trains, and deploys production-ready operators (electricians, machinists, welders, fabricators) to the companies reshoring American manufacturing. We also publish original research on the skilled-labor gap: where it is, how deep it runs, and what it takes to close it. A shortage of skilled workers is the biggest obstacle to rebuilding American industry, and Project Arklight exists to remove it.

Trade School 2.0

The deterrent needs builders.
We build them.

Submarine work is production-ready, clearable trades at scale. That is exactly what Arklight assesses, trains, and deploys. Partner with us to close the gap.