Given the time frames it looks all will receive LOTE. While its certainly possible it won't happen, AUKUS and nuclear submarines aren't an easy thing to speed up, or even approve.
I find it odd that people think we will have squadrons of SSN nearly instantly, because I don't see it happening that way. Actual deployable capability is very far into the future. Which means Collins is still important. When the first SSN comes in, the Collins fleet is still important, because one SSN isn't the end of the game. But we may have to adjust the mission they are performing.
Anzacs can be fixed, just a whole lot of money. It may be cheaper to build bigger more capable ships and only operate them for 15 years and throw them in the bin, than to fix or just upgrade the Anzacs. Risk for a new build surface ship is fairly low. Even on terrible projects, the ships float, can perform their mission, etc because margins are usually quite large in everyway.
Subs are different, they are always expensive. Building new subs from scratch isn't something we can easily do. We will most likely refit them and try to get them to last as long as possible. New build subs have huge project risk. Everyone tries to refit subs, even after terrible accidents or damage. Margins are might tighter, and workforce skill levels are extremely high.
