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Arsenal 2 shipyard

News · Heat 1.0 / 10 · 2 shows · 11m airtime

President Trump announced on October 7, 2026 the start of construction on the Arsenal 2 shipyard at Sparrows Point, Maryland, to build components for Navy Virginia-class attack submarines. Anduril is investing $3.7 billion and the U.S. Navy is adding $2.9 billion. Reporting since has established the yard will be roughly 2 million square feet under one roof, and that Anduril has already spent about $160 million and is building torpedo tubes in California ahead of Arsenal 2. The discussion has settled on the scale of the private commitment relative to the public one, and on what the yard's output will mean for the submarine industrial base.

How 2 podcasts covered it

  1. Closing Bell, 2026-10-06 (10:17 to 12:31)
    Reports the Navy's $2.9 billion Anduril award
    Reports from Washington on the Navy's $2.9 billion Anduril contract for Arsenal 2, the $3.7 billion private match and the 3,100 direct jobs, and flags Palmer Luckey's ties to the administration.
    New angle: The Navy awarded Anduril $2.9 billion for Arsenal 2, matched by $3.7 billion in private capital.
  2. Morning Wire, 2026-10-07 (3:37 to 4:54)
    Reports Anduril's $3.7 billion shipyard investment
    Reports Trump's announcement of the Arsenal 2 shipyard at Sparrows Point, with Anduril's $3.7 billion investment and $2.9 billion from the Navy, and Palmer Luckey's statement that the U.S. lags on nuclear submarines.
    New angle: Anduril is investing $3.7 billion in the Arsenal 2 shipyard, with the Navy adding $2.9 billion.
  3. Morning Wire, 2026-10-10 (1:29 to 3:52)
    Adds the shipyard's 2 million square feet
    Brings on Anduril's president and chief strategy officer, who explains the deal's structure and adds a scale figure not yet on the record: the shipyard is roughly 2 million square feet under one roof.
    New angle: The Arsenal 2 shipyard will be roughly 2 million square feet under one roof.
  4. Morning Wire, 2026-10-10 (3:52 to 5:14)
    Details the production plan behind Arsenal 2
    Anduril's Chris Brose goes into the production plan behind Arsenal 2: the yard is targeted for roughly 2030, but Anduril has already spent about $160 million and is building torpedo tubes in California now, a component the industrial base does not produce enough of.
    New angle: Anduril has already spent about $160 million and is building torpedo tubes in California ahead of Arsenal 2.
  5. Morning Wire, 2026-10-10 (6:35 to 8:31)
    Recaps the Arsenal 2 timeline and early work
    Recaps the Arsenal 2 timeline and early work: the roughly 2030 target for full operation, the two years of preparation, the $160 million already spent, and the California torpedo-tube line. It stays inside the facts already on the record.
  6. Morning Wire, 2026-10-10 (8:31 to 10:12)
    Walks through the economic case for Baltimore
    Brose walks through the economic case for the Baltimore yard: 3,100 direct jobs and about 11,000 indirect, a site that won a nationwide search on infrastructure, partner proximity and labor, and unanimous support from Maryland officials. The jobs figures are already on the record; the rest is the case for the location.
Unpacking...