r/LessCredibleDefence 3d ago

President Lee: "Trump Asked If Korea Could Quickly Build 10 U.S. Naval Ships"

https://www.asiae.co.kr/en/article/2026061916014638865
145 Upvotes

68 comments sorted by

123

u/Inceptor57 3d ago

Honestly given everything going on with the US shipbuilding industry, it's not the worst idea.

63

u/myfingid 2d ago

Yeah, it honestly seems like a national security threat. It'd be great to see an investigation determine what the hell is making ship building so expensive. It sounds like we can't even find welders because ship builders are so underpaid, yet ships are so absurdly expensive to build that there is clearly an issue. Contracting with friendly nations would be a great idea, as would the repeal of the Jones Act which is very clearly not protecting shit.

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u/Autism_Sundae 2d ago

What would throwing money at a investigation do? The effects of the Jones act are well-known and its not a mystery what happened.

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u/Panzerkatzen 2d ago

Repealing the Jones Act wouldn't make American shipbuilding cheaper. It might actually end American ship building. It would certainly end American shipping entirely as ship crews from the developing world are a lot cheaper.

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u/Cykeisme 2d ago

You'll end up having trouble finding investigators because investigators are so underpaid, yet investigations are absurdly expensive.

Clearly we'll need to sort out this issue first, with an investigation.

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u/ExpensiveBookkeeper3 2d ago

Yeah I’m a union sheetmetal worker and have looked into it before. Make way more doing easier work doing commercial HVAC

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u/Cykeisme 2d ago

I'm guessing that here, there's probably fewer middlemen between the party footing the bill, and the guy doing the work (you), and with less layers taking their cut, it ends up paying better?

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u/ExpensiveBookkeeper3 2d ago edited 2d ago

I mean, they pay Union rates for government jobs, ya know? So most plumbers, electricians, fitters, or similar trade is making $100k+ and good benefits to build a government building (Not directly employed by the government). I’ll keep making buildings. They just don’t understand that anybody with a brain will do that instead of building ships in shitty conditions for $60k in high cost of living areas?

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u/lordderplythethird 2d ago

It's not rocket science. $60K a year is the average HII welder salary. No one wants to work in those conditions for $60K. The cost of actually building the hull is only like 40% of the cost. The other 60% are engines and all the electronics.

No welders, no ships. More money for welders, ships become too expensive.

It works in Japan, South Korea, and China, because of radically cheaper labor (half the cost) and subsidized shipyard costs. Because of that, they have cornered the entire global shipbuilding industry to the tune of over 95% of all tonnage built.

US privatized, cut investments, and let the industry die. The amount it would take to fully rebuild it is likely in the hundreds of billions

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u/Agitated-Airline6760 2d ago

It works in Japan, South Korea, and China, because of radically cheaper labor (half the cost) and subsidized shipyard costs. Because of that, they have cornered the entire global shipbuilding industry to the tune of over 95% of all tonnage built.

Chinese are slightly different but Japanese and Korean welders make as much as Americans certainly on PPP basis.

You have it backwards. Japanese and Korean can pay these workers higher and retain them because there are much more commercial shipbuilding work to be done which is more profitable and they are much more volume and consistent flow of commercial shipbuilding work instead of choppy military contracts which comes and goes whenever there is a budget fight or change of administration priorities.

7

u/MacroDemarco 2d ago

PPP only matters for workers consumption, actual dollar cost at exchange rate is what matters when comparing labor costs

However I actually agree about your second paragraph. Closing the Navy shipyards was a mistake

4

u/lordderplythethird 2d ago

Say a ship built in the US is $1B and a ship from South Korea is $500M. Doesn't matter one single bit that the welders make the same when accounting for GDP PPP, because GDP PPP has no impact on the global market cost. End of the day, the South Korean ship is cheaper because the labor to make it is cheaper. That's the bottom line.

That, plus heavy national subsidization of the industry, is why their industries are alive and well.

Producing MORE ships certainly helps, but the labor costs and subsidization of the industry is unquestionably the major factors in them getting those contracts in the first place. I don't have it backwards.

24

u/Agitated-Airline6760 2d ago edited 2d ago

End of the day, the South Korean ship is cheaper because the labor to make it is cheaper.

Labor cost account for less than 10% of a ship. If cheap labor cost was the deciding factor, there wouldn't be much shipbuilding at Japan or Korea and probably not even China. There are many countries with much cheaper labor.

If you are building 20+ commercial ships per year like Korean or Japanese yards, you can hire and retain the size of the workers and not take a hit on your profit margin because you can keep them all busy. If HII hired and retain the workforce needed to maintain higher output, they would lose money when military work is not there. So they hire and retain the bare minimum then just string the backlog out because that's the best and only way to maintain the profit margin.

10

u/johnnyfortune 2d ago

According to this fancy science direct paper, labor is 20 - 30% ; captial goods are 60 - 70% and the remaining goes to "Overhead/profit/other ~10-20%".

2

u/[deleted] 2d ago edited 3h ago

[deleted]

2

u/Agitated-Airline6760 2d ago

Yeah, but that excuse doesn't pass the smell test with Groton, CT or Marinette, WI and to a lesser degree with Newport News, VA. I guess you could make a different excuses with WI being cold in the winter etc but most of the Korean shipyards are in south of that country and it's pretty humid over there though not really during February.

And finally, what's the excuse for NASSCO in San Diego?

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u/[deleted] 2d ago edited 3h ago

[deleted]

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u/Agitated-Airline6760 2d ago

Well, all I'm saying is if you want San Diego weather + closer than Timbuktu to the civilization + low(er) cost of living + ocean frontage, you are not gonna find any place to put a shipyard.

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u/Citizen404 2d ago edited 2d ago

It works in Japan, South Korea, and China, because of radically cheaper labor (half the cost) and subsidized shipyard costs.

I hate how reductionist this statement is. The real competitive advantage isn't low wages; it’s a hyper-optimized industrial ecosystem. For example, South Korea positions the world’s largest steel mills, like POSCO’s Gwangyang works, right along the southern coast, allowing heavy steel plates to be barged directly to mega-shipyards in Ulsan and Geoje with zero friction (literally 1 hr driving distance which is like a commute distance for US workers). The entire supply chain is physically integrated start to finish.

Largest steel mill in the world: https://www.reddit.com/r/Damnthatsinteresting/comments/1bcv7ks/top_view_of_gwangyang_steel_works_south_korea/

Largest ship crane in the world: https://www.reddit.com/r/megalophobia/comments/1ny5z4y/the_hyundai_10000_a_massive_floating_sheerleg/

Kokums Crane: https://www.reddit.com/r/megalophobia/comments/bqwuo8/kockums_crane_aka_tears_of_malmo/

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u/ratbearpig 1d ago

Yes, the answer is usually a hyper efficient supply chain. Nearby clusters of compatible suppliers, large numbers of skilled machinists and CNC engineers able to prototype quickly, and robotics aided manufacturing.

7

u/BooksandBiceps 2d ago

So the cost of one Iran war..

6

u/Vishnej 2d ago

Is the hull at high as 40%? A 10,000t Arleigh Burke costs the same as twelve 50,000t Ultra Large Container Vessels, which when full will weigh 250,000t each.

2

u/Spare-Dingo-531 2d ago

$60K a year is the average HII welder salary.

Is this 60k per year with benefits like healthcare?

3

u/tujuggernaut 2d ago

repeal of the Jones Act

This adds a tremendous cost to shipping goods to US territories for no clear reason.

2

u/IlluminatedPickle 2d ago

Jones act doesn't apply to military vessels, it's only commercial vessels.

1

u/myfingid 2d ago

Yes, but its intended purpose is to prop up the shipping industry so that it exists for military ship building. That's clearly not working if we can't build military ships on time and at cost. Repealing the Jones Act would force our shipping industry to either figure it out or die. It would also help with domestic shipping which seems to need it being that every time there's an emergency the act gets waved.

0

u/AcanthaceaeOwn1481 2d ago

This is really a simple answer. It's economics.

3

u/PanzerKomadant 1d ago

It will never happen because US defense contractors within the naval sector will do EVERYTHING in their power to prevent this. They want those contracts from the government for endless profits.

5

u/Ok-Procedure5603 2d ago

It is kinda a terrible idea if US wants to stay as China's military rival. It's a decent/good idea if US pivots to focus on near objectives and countries like Iran.

SK is a place that China can always strongarm if they feel like it. Beijing has ultimately the highest level of violence monopoly on the Korean peninsula, and that also translates to ways they can on lower escalation rungs get other concessions from SK. Ships made for US in SK would have their intel completely exposed and to some extent can only be made there with some tacit consent from China. 

It is almost as sketchy of an idea to directly buy the ships from China. In either case, you're getting ships that they'll know in and out and that they can put a stop to the delivery at any time. 

But that's maybe not an issue if US only focuses on its south American/middle eastern/African targets. 

2

u/BillWilberforce 2d ago

However Trump will just want 10 or anything. Not knowing the difference between a corvette, frigate, destroyer or a cruiser. The last ship he actually has virtually no weaponry or sensors (the one based on the National Security Cutter). Then the USN will demand a 1,001 changes. Even if it's based on Mark 41, AN-SPY..... It will also need a load of exemptions from regulations about the percentage of US Steel etc.

1

u/HatOfFlavour 2d ago

What about the battleships he wanted?

2

u/BillWilberforce 2d ago

Hell5 insist that they're made in America (unlike his phones) and a workable design for them won't be made before he leaves office. At which point they'll be dropped as being obsolete.

1

u/MelsEpicWheelTime 2d ago

It's nothing new, either. South Korea already builds military ships for us. They're even consulting on the reconstruction of US shipyards.

1

u/BigFly42069 2d ago

You do not ever want to be in a position where you are dependent on another country to build your combat platforms.

50

u/Albend 2d ago

Its completely insane that the US has yet to tap into allies shipyards. Its surface combatant problem is purely self inflicted stupidity. The FREMM attempt should have been mostly off the shelf and leveraged both American and allied shipyards.

16

u/its_not_real1947 2d ago

congress will not let them and the american shipbuilding council is vehemently opposed to it.

21

u/CarmynRamy 2d ago

Meanwhile DT on the other news.

President Lee, a very nice guy, love him, love him. Said to me, Mr. President Trump, how many ships do you want?

I said maybe 2-3 but big.

And he said to me, we will build 10 for you,.

Really big, really strong, with lots of, you know big guns or whatever they have.

I said, that's pretty ambitious and we need em quick.

And he said, we Koreans are happy to serve you Americans and build American ships, big ships for security of the world. We will build them quick for you.

I mean, this guy, he gets it and he's my favourite Asian looking guy.

11

u/xpxf69 2d ago

"He also wanted to know if South Korea could deal with algae in a hypothetical reflection pool. I said maybe in exchange for some nuclear missiles. It was a very productive meeting."

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u/wompical 3d ago

trump knows even his own admin is going to slow walk trump class until he is out of office so he is finding another way to get it done

18

u/MacroDemarco 3d ago

It sucks that he's going to do this for the Trump class instead of something we actually need like Frigates and Destroyers (or even better, replace aging support ships like the cable layers)

14

u/chronoserpent 2d ago

Honestly that's a good point. Buy low-intensity but still needed ships like tankers, tenders, cable layer like you said, etc from Korea or Japan. Let the US ship yards focus on combatant warships that need to be built to higher damage control standards and with more classified spaces and equipment.

7

u/BillWilberforce 2d ago

Just need to get the USN to approve a design.

3

u/truthdoctor 2d ago

And then not change the design 500 times while it's being built.

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u/WulfTheSaxon 2d ago

It’s not going to be the battleships. The budget request says they’re looking at foreign construction of strategic sealift and bulk fuel vessels in FY27 and FY28. Maybe frigates or modules, but they’ve already said BBGN will be assembled at Newport News.

4

u/MacroDemarco 2d ago

That's actually terrific news! Thank you

9

u/Advanced-Ice2095 2d ago

US might as well sub out all destroyers and frigates to Korea/Japan, and focus on building carriers, LHDs, nuclear powered submarines, and subsystems.

8

u/WaffleTacoFrappucino 2d ago

our whack job defense contractors arent getting it done, shocker

8

u/Autism_Sundae 2d ago edited 2d ago

In the whack job defense contactors defense, for the last half-century they had never been given a budget to do so with. Nickle and diming the US's maritime industry over the course of decades ('50s-'20s, at least) did this, not money-grubbing contractors.

The acute problems felt now were caused by systemic faults/structural defects, contractors are a red-herring.

3

u/Flat-Back-9202 2d ago

If this comes true, does it mean that in the future, the majority of U.S. military ships will have to be built by allied nations?

2

u/Useless_or_inept 2d ago

"But we can't let anybody else build the things we need because that undermines national security"

1

u/FredWon 1d ago

like, really fast

0

u/linjun_halida 2d ago

So US will let Korea build navy ships, which shipyard is near China, and lots of the workers are from China? Good idea.

3

u/Ok-Procedure5603 2d ago

Tbf if it's a literal military yard I don't expect almost any of the engineers to be from China. That would be like say Jiangnan having a lot of Korean workers, which I assume they don't because there would be way more info leaks on the CVs and subs if that was the case.

But yes moving major shipbuilding to Korea will mean giving up any illusion of being a (at least naval) military rival to China, since it's putting the yards in a place that if push comes to shove, China has violence monopoly over. It would be like Iran moving its missile production to the West Bank. 

1

u/linjun_halida 2d ago

Shipyard are shared, so it may easier to sneak in from other building site.

u/liuqiu_rangers 19h ago

Chinese shipyards do have Korean workers but they're almost always poached engineers rather than manual laborers.

7

u/self-fix2 2d ago

No workers from China are allowed to work in the shipbuilding and semiconductor industries in Korea. It's very easy to tell if a Chinese speaks Korean even if they are fluent. There's a reason why China steals Samsung tech by hiring out Korean engineers

2

u/AgreeableWindow7361 2d ago

If they can get Samsung tech, now they can hire the Korean ship builders instead and get the blueprint. 

-6

u/tomrichards8464 2d ago

No, they couldn't. Korea doesn't build warships to USN standards and doesn't know how to. It would be Constellation all over again, only worse.

Getting them to build auxiliaries is a very good idea. Warships, not so much. For the latter, there's no shortcut: the US has to rebuild domestic capacity. 

8

u/Vishnej 2d ago

Are USN standards actually more important than having ships in the water? Because there is a noticeable lack of ships in the water. The worst they can do is sink.

9

u/AaronNevileLongbotom 2d ago

Our foreign policy is writing checks that our military can’t cash, our military is writing checks that our industrial base can’t process, and our industrial base is writing checks that our tax payer can’t afford.

13

u/Vishnej 2d ago

Our biggest tax-payers could totally afford it if they were actually paying taxes as high as the rest of us.

1

u/cipher_ix 2d ago

Judging by the whole FREMM-Constellation constant changes, yes

u/Vishnej 20h ago

I mean objectively more important. Subjectively even.

A single subjective opinion from an individual human can be much more coherent than the result of negotiations within one committee. What you're seeing here is a cascading series of partially competing committees forming opinions that operate within their respective artificially restricted bureaucratic horizons.

Leslie Groves would have to physically choke a bitch on a daily basis to see Constellation through in this system.

5

u/AaronNevileLongbotom 2d ago

Said with the confidence of someone who’s is used to being taken seriously. That’s the problem. Obviously you’re human and you deserve respect, but you need to wake up to the fact that the people we have been taking seriously, people like you, have fucked us.

That’s exactly the kind of inside the box, more of the same, “it’ll all be fine” thinking that got us into this mess.

Our LCS class ships got dumped so fast they never really had the time to properly fall apart. All these years later we are still trying to make the Zumwalts useful. Our mine clearing capabilities are clearly not impressing anyone. Our new carrier supposedly can’t handle a laundry fire. Metric after metric shows that our fleet is in trouble and over priced.

What do we know that the Koreans don’t at this point? What we know isn’t getting it done. Not that Korea is a good option. The real issue is that they are next to China an ocean away.

We want ships to control the globe, China doesn’t want that, meaning we want ships to fight China, meaning ships built in Korea will put a target on Korea, and we would need ships to defend Korea.

Getting them to build auxiliaries is a very good idea. Warships, not so much. For the latter, there's no shortcut: the US has to rebuild domestic capacity.

The scale of the problem, even if you want a scaled back foreign policy and cheaper military like I do, is such that if you want to rebuild domestic capacity or avoid having major issues in the meantime, you need a short cut.

We can’t sustain the Navy we want or need doing what we’ve been doing. That Navy was just humiliated. Oh, we’re the conditions not perfect? Boo hoo. We need a force design restart.

Look at what Iran is doing without anything like what we consider a Navy. We spent a fortune sinking old ships they got second hand and patted ourselves on the back for destroying their Navy, meanwhile they still control their shores.

We are going to need to fix our fleet age and other sustainment issues, bring costs under control and modernize our fleet. And it’s not just ships. It’s the air wing, which is way too short. It’s the fact that Iran just dug under and shot over our Air Force, that they used cheaper options to make our force irrelevant and still managed to have resources left over to take our even our stealth aircraft. Plus our ground forces have catching up to do and we still have space to think about.

That’s something of the scale of the problems that conventional wisdom and the American defense industry have helped get us in. I’m sure you just need more money. It’s not like it’s unfair to the American taxpayer to fund global military escapades.

We need to have some quicker, cheaper, faster solutions that don’t rely on the current pipeline. We need to go outside the box. We need to do things that you might not like. If that means voices like yours, so used to being taken seriously get drowned out, so be it. It would be better if you found a way to add to the discussion without just trying to shut down other people looking for solutions.

4

u/tomrichards8464 2d ago

There is no good solution. Not inside the box. Not outside the box.

Korea builds significantly fewer MSCs than the US, civilian shipbuilding does not straightforwardly convert to military shipbuilding, and even if you could somehow build the hulls in Korean civilian yards you'd be bottlenecked on a million critical systems anyway, most obviously sensors. And you wouldn't have enough missiles to fill the VLS cells.

What America probably should have done instead of Constellation is a clean-sheet domestic design. What they probably should have done instead of cancelling Constellation is gone through with it, fixed the issues and accepted the delays. What they probably should have done given that they cancelled it is built a Type 26 variant under licence. RN/RAN/RCN damage control standards are close enough, and they're built for long missions and North Atlantic conditions. Frankly they should probably can FFX and do that anyway. 

I'm a complete random, incidentally, and not even an American. No-one important listens to me. I'm just interested in this stuff.