Submarines the US is incapable of producing.

I dunno, one thing is for sure the US has some amazing submarine technology. What makes you say they can't be made?

Because the US submarine production calender is completely full and unable to scale up.

https://www.abc.net.au/news/2024-04-18/aukus-congress-subcom...

Australia will also not have full control of their own submarines:

https://www.theguardian.com/world/article/2024/may/07/austra...

Impossible to scale up I’m not convinced by, military projects delayed? 100% certainty I’d say.