Only a few Axis leaders get it yet, but the incredible levels of U.S. war production in 1943 will lead directly to the victories in 1944 and, as you point out, to victory in the Battle of the Atlantic in 1943.
The axis leadership was clearly in a state of denial about American industrial capcity. The Japanese knew we were building 10 fleet carriers at the time of Midway while they were only building one. Hitler never grapsed naval warfare and had no clue what American shipyards could turn out, much less what that meant.
In addition to quantity, American ships were also high quality. American warships were tough to kill. This really applies across the board to planes, trucks and yes, even tanks. Amateur historians and Naziphiles poo-poo the Sherman as inferior to the Panther and Tiger. In reality, the Sherman was a good reliable tank effective when used in accordance with American armor doctrine. Soviet tank crews didn’t mind riding them into battle.
When I look at what the Allies produced, I realize that the Axis had no chance of winning the war.