China is leading the charge in the race for underwater drones
The competition for control of the underwater domain is shifting an increasing proportion of expenditure away from individual platforms and towards the capability to deploy them: sensors, mission payloads, software, maintenance, support vessels and recovery infrastructure. Beijing and the US are demonstrating that the security of digital connections, energy infrastructure and naval operations will depend on the quality of this shift, as well as on the number of assets procured
by 24Ore NextMed
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Key points
On 19 October, Australia announced new measures to integrate unmanned maritime systems. In future, the protection of submarine digital cables, energy infrastructure and shipping lanes will also depend on maintenance, the availability of personnel and the speed with which action can be taken when necessary.
China forces us to look beyond the drone
The new Chinese vessels, which have been identified as potential support ships for autonomous underwater vehicles, draw attention to an often-overlooked aspect: to operate far from its home bases, a drone needs to be transported, recovered and maintained. Bringing these activities closer to the area of operation can mean extending their range and reducing the time required for a new mission.
China has extensive experience in building vessels for oceanographic research and deep-sea operations. The Guangzhou Shipyard International shipyard built the research vessel Tansuo San Hao, whilst other vessels in the Chinese research fleet are equipped with laboratories, positioning systems and seabed exploration equipment. This industrial base offers expertise that could be adapted to different requirements.
Meanwhile, the United States is pursuing separate programmes. According to the US Pacific Fleet Submarine Force, in July 2026 the Orca vehicle completed a voyage of over a thousand nautical miles. A different result was achieved in 2025 by the Yellow Moray system, deployed on three missions off the coast of Norway and launched and recovered via the torpedo tubes of the submarine USS Delaware, without the need for divers.
Australia has chosen to link technological development to a long-term industrial programme. The Ghost Shark contract, worth 1.7 billion Australian dollars and announced in September 2025, covers the production of the vehicles, maintenance and further development work over a five-year period. On 19 October 2026, the Minister for Defence Industry, Pat Conroy, explained that underwater cooperation within the framework of AUKUS is currently focused on common sensors and payloads, leaving the choice of platforms to individual partners. The idea is to share certain technologies without forcing everyone to use the same vehicle. For this approach to yield savings, however, the common components will need to genuinely reduce design costs and integration difficulties.

