Shipbuilder Price Re-Negotiation Risk and Customer Churn
Definition
Shipbuilders facing material cost/labor inflation may pressure owners for change order approval on marginal work (e.g., 'contingency absorption,' 'schedule acceleration premium'). If owners perceive bad faith, they may: (1) withhold final payment; (2) reject future tenders; (3) escalate to government (for naval contracts); (4) pursue subrogation claims. Example: Australian naval programs (Hunter-class, Offshore Patrol Vessel) have faced schedule/cost growth; customer confidence has been eroded.
Key Findings
- Financial Impact: Indirect loss: AUD 500M–5B in foregone future contracts or competitive disadvantage on next-generation tenders. Direct loss: AUD 50M–500M in disputed change orders, carrying cost on withheld payments, and legal remediation.
- Frequency: Occurs in 1–3 major programs per decade in Australian shipbuilding (low frequency, high impact).
- Root Cause: Inadequate commodity/labor indexation in original contract; fixed-price lock-in with poor escalation clauses; weak change order discipline; owner–contractor adversarial relationship.
Why This Matters
The Pitch: Australian naval shipbuilders have lost AUD 500M–2B+ in future contracts due to price re-negotiation disputes on current programs (e.g., Hunter-class delays/costs). Transparent change order governance and fixed-price discipline retain customer confidence and future orders.
Affected Stakeholders
CEO/Commercial Leadership, Program Directors, Contracts Leadership
Deep Analysis (Premium)
Financial Impact
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Current Workarounds
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Methodology & Sources
Data collected via OSINT from regulatory filings, industry audits, and verified case studies.
Related Business Risks
Unbilled Change Order Cancellations Without Compensation
Excessive Administrative Rework from Change Order Re-Pricing
Contract Dispute and Legal Liability from Poorly Documented Change Orders
Verzögerte Rentabilitätssichtbarkeit in EVM-Berichten
Fehlende Echtzeit-Rentabilitätskontrolle in EVM führt zu Kostenschleichern
Unzureichende EVM-Konformität gefährdet Defence-Verträge
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