Expansion Proceeds On Schedule

The most likely path is that the Navy and Anduril move forward with the submarine base expansion as a defense-industrial-capacity project tied to undersea deterrence, AUKUS support, and Chinese submarine activity. Existing submarine primes benefit from improved infrastructure, while Anduril gains credibility in undersea autonomy and naval systems integration.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.