November 30, 2025

New Submarines and more! November 2025 roundup

Pete has already written about the Polish A26 selection, and here's my 2 sens (Malaysian sens - worth about 0.7 Australian cents).

I've commented on the A26 programme over the years, but its issues basically come down to the Swedish concept of neutrality, which ended when it joined NATO in March 2024. The A26s for Poland will have newly developed horizontal multi-mission portals and vertical launch systems. 

With the cost of military research and development increasing in the last three decades, Sweden found it difficult to fund its replacement programs, and therefore tried to partner 'unaligned' nations to help fund arms development. While Brazil emerged as a major buyer and contributor to the SAAB Gripen E fighter program, no such nation emerged for the A26 submarine program.

I'm certain the Swedish government of the day expected one of Kockums' biggest export customers, Singapore (which at this point had bought seven used submarines and two new minesweepers), would emerge as an export customer for the A26, but TKMS's ownership of Kockums prevented this, and in November 2013 TKMS won the tender for the Type 218SGs to Singapore (which has matured to a six boat program) It was only in June 2015 that Sweden began its struggle to build the first two A26s alone, with no economies of scale or cash injection that would have been provided by a foreign order. 

Poland's selection of the A26 is a move of significant political implications, no less so as this was first announced by the Swedes. This implies that Sweden places a great deal of importance on this government-to-government deal, as this is Sweden's first major defence deal as a NATO member, and will deepen defence cooperation with the Poles. It is not a joke to call the A26 a submarine built for the Baltic, and I expect a massive investment in Polish naval shipbuilding. This will also benefit Sweden, which does not have a domestic military shipyard capable of handling warships larger than 2,000 tonnes.

Sweden’s Lulea-class frigate program is expected to select a design in 2026. While the Naval Group Defense and Intervention Frigate (FDI) has had a lot of recent press, a tie-in with Poland could include Polish shipyards building additional Type 31 frigates for Sweden. We may see a ‘Baltic Naval Force’ in 2030 with Polish sailors training in Swedish submarines, and Swedish sailors on Polish frigates. 

This was not the only submarine-related news in November 2025, so here's a brief round-up.

Turkish Reis-class. Second of Six Type-214TN boats launched

Image: Navalnews.com
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TKMS has announced the delivery of the second Reis-class (Types-214TN) boat, the TCG Hizirreis (S331), for the Turkish Navy.

The Type-214TN is the Turkish version of the popular Type-214 export AIP design, which is in service with the Greek, Portuguese and South Korean navies. Turkey ordered six boats in 2009, all built at the Gölcük Naval Shipyards, and production seems to be on track, with a boat delivered every two years.

Brazilian Riachuelo-class. Fourth boat launched.

image: Naval Group
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Speaking of popular submarine export designs, Brazil has launched the fourth and last boat in the Riachuelo-class, an enlarged derivative of the DCNS Scorpene.

This should indicate that Brazil is now entering the last phase of its PROSUB program - the start of production on the SN-10 Álvaro Alberto nuclear submarine, which has an expected delivery date of 2034.

Spanish S-80-class. Second boat now afloat after October launch.

Image: Navantia
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Following on from its ceremonial launch in October 2025, Spain's S-82 Narciso Monturiol has been floated out of a floating dock in preparation for its harbour trials. The second of four S-80 Issac Peral-class boats, the S-82 Narciso Monturiol was built without an AIP module. This is because Navantia's BEST bioethanol AIP system was developed too late to be installed in the first two boats. They will receive the AIP module in a later upgrade.

While two working S-80 boats will improve Navantia's export sales chances, with the first boat visiting Egypt in early November, the current lack of an operating AIP system was a major factor that led to the Indian rejection of the design.


November 27, 2025

Poland Selects Saab A26 Submarines: NATO First Uppermost?

https://www.navalnews.com/naval-news/2025/11/sweden-and-saab-selected-for-polands-new-submarines/

So the South Korean Hanwha Ocean favourite didn't win after all - putting Hanwha Ocean under pressure to sell to Canada and the Philippines. 

Under the NATO First doctrine (see UK description) Poland may have been mindful that buying from fellow NATO member, Sweden,  strengthens the NATO alliance - something unachievable if Poland bought a (non-NATO) South Korean sub.

My next thought was that this inter-NATO aspect might boost NATO-Germany (TKMS's) chances of beating non-NATO-South Korea in the future subs to NATO-Canada competition. The Korea Times raises this very issue, in an article of November 28, 2025, here https://www.koreatimes.co.kr/business/companies/20251128/can-korean-shipbuilders-end-disappointing-streak-with-bid-for-canadian-subs .

November 18, 2025

US/Lockheed's Own Poseidon Nuclear Deterrent?

Boeing's Orca above possibly 16m standard length (Photo courtesy US Navy) and below showing around a 2m beam (Photo courtesy MilitaryLeak(dot)com).


As with nuclear armed US SLBMs since the 1960s the promise of Mutually Assured Destruction (MAD) ie. a nuclear deterrent, may be the best defence against Russia's Poseidon nuclear armed, nuclear powered torpedos/AUVs. https://en.wikipedia.org/wiki/Status-6_Oceanic_Multipurpose_System

If Russia even hinted that it might use Poseidons against the US, the US could promise it would launch US Poseidons and other nuclear weapons against Russia. 

When the US put out tenders for the Orca very large UUV/AUV, Boeing publicly won the competition https://en.wikipedia.org/wiki/Orca_(AUV). But significantly there was no word or complaint, I know of, from the other competitor, Lockheed Martin (LM), about losing. I suspect LM was asked to develop "black program" US nuclear armed, nuclear propelled Poseidon-like weapons as a response to Russia and also  for potential use against China, North Korea and any other hostile nuclear powers. 

The US quietly telling Russia "we also have a Poseidon we could use against you" constitutes the age-old and effective MAD strategy. Boeing may also be in the know about this LM project because LM could use Boeing's Orca "hull" conveniently  larger (up to 26m long = 16m standard + 10m payload module) than Russia's 20m Poseidon (see right sidebar).


Here and above is a 6 minute Wall Street Journal (WSJ) mini-documentary on what Russia's Poseidon is and what it may do.
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November 14, 2025

US and China Leading The Large Carrier Arms Race

Through much original scientific and engineering research, espionage and reverse engineering China has rapidly developed electromagnetic aircraft launch system (EMALS), aka aircraft carrier electromagnetic catapults. China probably tested its EMALS with a pilot at sea in mid 2025 on its latest aircraft carrier Fujian, of the Type 003 class commissioned November 5, 2025.  Fujian's EMALS are inspired by the first pilot at sea use on the USN's latest supercarrier USS Gerald R. Ford (CVN-78) on July 28, 2017. The US is probably building 10 more Fords to replace its 10 Nimitz-class carriers on a one-for-one basis.

In building the Type 003 class China has leaped from limited war-load ski-jump carriers of the Type 001 and 002 classes and avoided obsolete steam catapult technology altogether. 

I don't know whether China will build more Type 003s or proceed straight to nuclear powered Type 004s. At the rapid rate China is advancing in carrier technology I wouldn't be surprised if China builds 7 x Type 004s. Seven Chinese nuclear  carriers in the Indo-Pacific might give China something approaching parity with the USN. This is given the USN's eleven carriers must cover much more ocean - that being the Atlantic-Arctic as well.

Meanwhile the UK has taken a step back from its two full size steam CATOBAR Audacious-class aircraft carriers of the 1950-70s in building two full size ski-jump carriers of the Queen Elizabeth (QE) class. The QEs are limited to F-35Bs of limited range, limited war-load with no scope for manned fixed wing anti-submarine aircraft and no E-2 Hawkeye style AEW aircraft. 

India, currently having ski-jump carriers seems to have settled on a future EMALS CATOBAR carrier to be called INS Vishal. Vishal may be conventionally of nuclear powered and probably commissioned at least 15 years from now, in the 2040s.

France may retire its nuclear powered carrier Charles de Gaulle (CdG) in 2038, but probably later. France aims to replace CdG with a new nuclear carrier Porte-avions de nouvelle génération (PANG) in English "new generation aircraft carrier" after only 7 years of construction (2031-2038). But I think the timings are overly ambitious, given France has 4 x 3rd generation SSBNs (SNLE 3G) to be completed by 2050. France also needs to meet the increased Russian conventional and nuclear armed forces threat. 

After Russia's experience with the troubled carrier Admiral Kuznetsov and earlier carrier-cruisers Russia should be encouraged to build several more. This may spare two or three blameless European countries from Putin's love of invasion.





Here and above is "Deep Intel on New Chinese Carrier's First Flight Ops" uploaded September 25, 2025 and expertly narrated by former US Navy F-14 Radar Intercept Officer Ward Carroll on his Youtube Channel. Ward provided the description below:  

"A video just released by the Chinese government documents that the People’s Liberation Army Navy recently had a significant operational milestone. During an at sea period off the coast of Shanghai, the PLAN aircraft carrier Fujian, which was launched three years ago, already completed its first successful flight operations that included using the J-35China's fifth generation fighter, and the electromagnetic catapult system better known by the acronym “EMALS.”"

November 9, 2025

Japanese Reaction? South Korea-US Nuclear Sub Deal

Asahi.com reports "Japan eyes nuclear subs after U.S. gives OK to S. Korea" November 6, 2025 at https://www.asahi.com/ajw/articles/16143129

[Japanese Defense Minister Shinjiro Koizumi] "said on Nov. 6 that Japan must consider adding nuclear-powered submarines to its fleet, a sentiment spurred by U.S. President Donald Trump’s recent approval for South Korea to build its own..."

Pete Comment:

Japan expressing interest in nuclear submarines once South Korea makes nuclear submarine progress is no surprise. I have been predicting it since 2015, if not earlier, see my: 

"South Korean Submarines, 3,000+ ton KSS-III, Nuclear Potential" of April 16, 2015 at https://gentleseas.blogspot.com/2015/04/south-korean-submarines-3000-ton-kss.html Comments below it include:

"Pete [wrote]

Thanks Biswajit Pattanaik

1) RoK's (I will call it SK's) KSS-II is a TKMS-HDW 214. It looks like a well balanced submarine with good range. I think it would serve Australia needs if the AIP were removed and Lithium-ion batteries (LIBs) used. Australia's Navy, if buying from TKMS, almost definitely wants a larger 216.

2) Australia considers SK an ally - this is mainly in the US regulated alliance structure. All 3 countries see China and Russia as potential strategic opponents.

3) If SK built a KSS-N then Japan would almost definitely respond by building a nuclear propelled "Soryu". (Japan and SK are not enemies but they are not friends either.) Australia would probably respond by asking the US to sell (about 6) Virginia SSNs/SSGNs to Australia.

4) Australia's current strategy is to support the US in order to persuade the US to keep on defending Australia against nuclear powers. This is called extended nuclear deterrence.

If the US didn't help or wouldn't at least sell us SSNs/SSGNs then Australia might need to develop its own nuclear weapons for "armed neutrality".

Regards

Pete

4/21/2015 1:29 PM" 
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Also see my:

"S Korea richer than Russia: So SK SSBN might be Affordable" of August 2021 at https://gentleseas.blogspot.com/2021/08/s-korea-richer-than-russia-so-sk-ssbn.html

https://gentleseas.blogspot.com/2021/12/s-korean-built-nuke-sub-reactor-likely.html  of December 2021 

"S. Korean & Japanese Nuclear Submarine Propulsion & Weapons" of August 2020 at https://gentleseas.blogspot.com/2020/08/s-korean-japanese-nuclear-submarine.html 

Also see: https://gentleseas.blogspot.com/2019/10/south-korea-looking-at-frances.html

and most recent https://gentleseas.blogspot.com/2025/09/russia-suspected-of-helping-north-korea.html

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Separately by early October 2025 Japanese intelligence may have become aware of the coming South Korea-US nuclear submarine deal. 

See my "Japan Long Term Planning ICBM as well as SSGN Capabilities? Hypersonic Missiles" of October 26, 2025 at https://gentleseas.blogspot.com/2025/10/japan-long-term-planning-icbm-as-well.html 

November 7, 2025

Australian Submarine Agency Failure? South Korea-US Nuclear Sub Deal

The first head of the Australian Submarine Agency (ASAVice Admiral Jonathan Mead, has announced he will retire in mid-2026. Mead was recruited to the then secret Nuclear Powered Submarine Task Force in February 2021, seven months before the AUKUS submarine pact was unveiled in September 2021

Mead’s exit may coincide with Australia’s AUKUS submarine plan now being in disarray because the US has offered South Korea competing access to limited US nuclear submarine technology, production and probably training resources. 

In what may be a major ASA failure it appears Australia only became aware of the US-South Korea Nuclear Submarine deal when it was announced by Trump on Truth Social on October 30, 2025. This lack of notice or advice to Australia represents yet another example of Trumpist bad faith towards the US allies.