The assessment came after senior US Senator Tim Kaine reportedly told an Aukus gathering in Washington last week that submarine construction was facing budget and schedule setbacks.
The UK faces a 10 per cent levy while Canadian metals are subject to a blanket 25 per cent tariff.
Under the Aukus agreement signed in 2021 between Australia, Britain and the US, Canberra is set to acquire three Virginia-class nuclear-powered submarines from Washington starting in the early 2030s, with a new fleet of British-designed SSN-Aukus vessels due in the 2040s.
Malcolm Davis, a senior analyst at the Australian Strategic Policy Institute, said if Australia were to receive its first Virginia-class submarine in 2033, followed by the remaining two by the end of the next decade, the impact of tariffs could be negligible.
