Speed to Scale: Revitalizing the Defense Industrial Base

Defense Posture and Global ThreatsHouse Armed Services · 2026-03-04 · 119th Congress
The House Armed Services Committee met to examine the state of the U.S. Begins at 0:11:44
Transcript
Highlights

Title

House Armed Services Committee Hearing on Defense Industrial Base Revitalization

Purpose

The House Armed Services Committee met to examine the state of the U.S. defense industrial base and how to scale production of munitions, ships, and other weapons systems amid consolidation, workforce shortages, and rising competition with China's manufacturing capacity. Under Secretary of Defense for Acquisition and Sustainment Michael Duffey testified on multi-year procurement deals, equity investments, critical-minerals stockpiling, and workforce initiatives, with the hearing occurring against the backdrop of the ongoing U.S. military operation referred to as "Operation Epic Fury" against Iran. Members from both parties pressed Duffey on munitions stockpile adequacy, shipbuilding delays, and a recent Pentagon decision to designate AI company Anthropic a "supply chain risk." Begins at0:11:44

Who spoke

Chairman Mike Rogers (R-AL)0:11:44: Opened by backing the Iran operation0:11:44, said the defense industrial base "atrophied" over 30 years while China's shipbuilding capacity dwarfs America's0:13:10, and made revitalizing the industrial base the committee's top NDAA priority0:14:11; later questioned Duffey on the $1.5 trillion defense topline0:28:32 and equity-investment market distortion0:29:51.

Ranking Member (Adam Smith, D-WA)0:17:03: Said the goal is to "innovate faster and get to scale"0:17:03, raised concerns that government equity stakes could discourage private investment and competition0:17:57, and argued the U.S. cannot fight every adversary at once given a $38 trillion national debt0:19:570:20:23.

Under Secretary Michael Duffey, DoD Acquisition & Sustainment0:22:04: Testified China has up to 200 times U.S. shipbuilding capacity while 400,000 domestic defense manufacturing jobs sit open0:24:06; detailed multi-year deals tripling PAC-3 MSE and quadrupling THAAD production with Lockheed, and expanded Tomahawk/AMRAAM/SM production with RTX0:25:29, plus a $1 billion L3Harris solid rocket motor investment0:25:56; said the department invested $23 billion in critical minerals, a 273% increase over four years0:26:00.

Rep. Wilson (R-SC)0:39:41: Voiced support for the Iran operation, citing family members' military service0:41:05, and asked about workforce recruitment and single/zero-source suppliers, citing a South Carolina glass-fiber manufacturer, AGY0:43:33.

Rep. Courtney (D-CT)0:45:25: Pressed Duffey on delays executing the multi-year Virginia-class submarine Block VI and Columbia-class contracts, calling the timeline "overtime"0:46:43; Duffey said the department is "very close" to concluding it0:47:27.

A committee member from Virginia0:50:13: Focused on sustainment, citing F-35 (below 50%) and Amphibs (38%) operational availability rates0:50:36, and asked about modular open systems architecture (MOSA) and software-driven sustainment0:53:14.

Rep. Norcross (D-NJ)0:55:24: Highlighted 400,000 open defense industrial jobs0:55:24 and noted DoD has spent $6.2 billion attracting recruits to the armed services, urging a similar national campaign for industrial-base jobs0:56:53.

Rep. DesJarlais (R-TN)0:59:36: Praised the Sentinel program's push for Milestone B approval0:59:36 and asked how munitions focus avoids shortchanging strategic systems like the next-generation interceptor and Sentinel1:00:05.

A committee member from California (aerospace background)1:02:54: Questioned whether analysis of munitions "burn rate" preceded the decision to enter the Iran conflict, repeatedly asking if Patriot/THAAD stockpiles are sufficient1:03:241:05:15; Duffey deferred to Gen. Caine's assurance three times1:05:571:06:15.

Rep. Jimenez (R-FL)1:08:12: Asked whether U.S. weapons cost more per unit than Chinese equivalents1:08:33 and pressed on automation/AI investment to close that gap and speed weapons deployment1:10:491:12:06.

Rep. Deluzio (D-PA)1:14:16: Asked for the dollar value of munitions expended in the Iran conflict1:14:16 and whether replenishment-pace analysis is underway1:15:02; also asked how fast China builds its top strike fighter compared to the U.S.1:17:22.

Rep. Higgins (R-LA)1:19:26: Focused on the maritime industrial base, saying small/midsize shipyards fail due to instability from continuing resolutions and delayed awards, not lack of capability1:22:19, and called multi-year procurement the most effective tool available1:23:04.

Rep. Jacobs (D-CA)1:24:36: Challenged Duffey on the Pentagon designating Anthropic a "supply chain risk" after it refused to drop contract restrictions on mass surveillance and autonomous weapons, noting OpenAI secured a similar contract with identical restrictions the same night1:24:361:25:151:28:08; called the move "retaliation" through acquisition authorities1:29:29.

A committee member from Indiana1:29:42: Discussed the Prometheus Energetics solid rocket motor project in his district1:29:42 and asked about using the Industrial Base Fund (IBAS) and "colorless money" flexibility to address single-point supply failures1:30:321:32:03.

Rep. Elfreth (D-MD)1:34:58: Raised funding for Naval Surface Warfare Center Indian Head's energetics modernization1:34:58 and asked for a workforce-development roadmap identifying ship-building labor gaps1:37:58.

Rep. McGuire (R-VA)1:40:17: Asked about solid rocket motor capacity diversification1:40:17, ultra-high-molecular-weight polyethylene armor supply risk with only two domestic producers1:41:27, and the Civil Reserve Manufacturing Network1:42:09.

A committee member from California (former Virgin Galactic CEO/NASA chief of staff)1:45:35: Asked about B-21 production rates at Plant 421:45:35, funding gaps in the "valley of death" for early- and mid-stage companies1:47:05, and criticized the handling of the Anthropic dispute as discouraging innovative firms from working with DoD1:48:08.

A committee member from Georgia (a physician)1:50:18: Cited a Secretary Rubio comparison that the U.S. produces roughly six to seven anti-drone missiles for every 100 adversary drones1:50:22, and said U.S. shipbuilding lags Korea, Japan, China, and others badly1:53:09.

A committee member from Missouri (St. Louis area)1:55:20: Highlighted St. Louis's aerospace workforce and asked how DoD ensures long-term procurement stability for suppliers there1:57:10.

A committee member representing Guam2:00:25: Cited a 2023 CSIS estimate that the U.S. could deplete precision-guided munitions within one week of an Indo-Pacific conflict2:00:52, and asked about establishing munitions production in the Indo-Pacific theater2:03:04.

Rep. Cisneros (D-CA)2:04:06: Challenged President Trump's statement that the U.S. has an "unlimited supply" of weapons, asking directly if the president was lying2:04:32; Duffey responded "I believe we have the weapons we need"2:04:38.

Rep. Vindman (D-VA)2:08:37: Asked whether DoD is standing up a JEDO-like task force for drone threats following recent casualties from a drone strike2:08:41, and about fiber-optic (wire-guided) drone countermeasures used in Ukraine2:13:12.

Rep. Conway (D-NJ)2:14:22: In his first hearing as a new member, cited New Jersey's 7,000 defense contractors and asked about sustaining the SPY-1 radar/Aegis combat system2:15:42.

Rep. Brian (NY)2:18:31: Read President Trump's statement that stockpiles are "virtually unlimited" and wars can be fought "forever"2:22:23, and pressed Duffey, who said "I believe we have an unlimited supply" before revising to "ample supply"2:22:512:23:10.

A committee member from New Hampshire2:23:42: Asked Duffey to commit to a promised child-care briefing for the Portsmouth Naval Shipyard workforce that was due by February 12:24:29, and pressed on whether tripled/quadrupled interceptor production reflects a previously insufficient stockpile2:27:18.

Key moments

Duffey testified China has developed up to 200 times U.S. shipbuilding capacity while more than 400,000 U.S. defense manufacturing jobs sit unfilled0:24:06.

Recent framework deals would triple Patriot production from 650 to 2,000 a year and quadruple THAAD production, alongside expanded Tomahawk, AMRAAM, and Standard Missile output with RTX0:25:290:35:24.

Jacobs confronted Duffey over Anthropic being designated a "supply chain risk" — a label Congress created for adversaries like Huawei — after it declined to drop contract limits on mass surveillance and autonomous weapons, noting OpenAI won a Pentagon deal with identical restrictions the same evening1:24:361:25:151:28:08.

A California member pressed Duffey three times on whether Patriot/THAAD stockpiles are adequate for the ongoing Iran operation; Duffey repeatedly deferred to Gen. Caine's assessment rather than answering directly1:04:471:05:571:06:15.

Courtney said the Virginia-class Block VI and Columbia-class multi-year submarine contracts, already authorized, are overdue for execution; Duffey said the department is "very close" to concluding them0:46:430:47:27.

Cisneros directly asked Duffey whether President Trump was "lying" in claiming the U.S. has an unlimited weapons supply; Duffey said only "I believe we have the weapons we need"2:04:322:04:38.

Brian later quoted Trump's statement that stockpiles are "virtually unlimited" and wars could be fought "forever"; Duffey first agreed "we have an unlimited supply" before revising to "ample supply" under further questioning2:22:232:22:512:23:10.

Duffey said the department made a $1 billion investment in L3Harris to expand domestic solid rocket motor capacity, intended to crowd in additional private capital and create supply-chain stability while second sources are qualified0:25:561:02:03.

Norcross said the department has spent $6.2 billion attracting recruits to military service but lacks a comparable national push to attract workers into the defense industrial base, where 400,000 jobs remain open0:55:240:56:53.

A committee member representing Guam cited a 2023 CSIS estimate that the U.S. could deplete precision-guided munitions within one week of a Taiwan conflict, and asked about establishing Indo-Pacific munitions production given logistics distances2:00:522:03:04.

Metadata

CommitteeHouse Armed Services
Chamber / CongressHouse · 119th Congress
Date2026-03-04
TypeMeeting
Witnesses
The Honorable Michael Duffey — Under Secretary of Defense for Acquisition and Sustainment, Department of Defense
Videoyoutube
Transcript444 caption blocks · 23,432 words · 2:29:51 runtime
EventCongress.gov 119005