Alex Clarke's assessment is that Britain has spare submarine-reactor production capacity at Rolls-Royce, while its shipyards cannot build additional complete submarines immediately. Dreadnought construction occupies the yard capacity that the later SSN programme would need. He describes 2028 as the planned ordering point, tied to that construction sequence, and disputes treating the absence of an immediate order as a new delay. Rolls-Royce's reactor capacity is also linked to investment in small modular reactors at the same site.
Notable Point · 12:21-15:33
Reactor capacity and submarine-yard capacity
Spare reactor production does not remove the shipyard bottleneck in building complete AUKUS submarines.