Defense & Aerospace Business Report

On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the Biden administration’s FY 2025 $849.8 billion defense budget request, the importance of the Ukraine supplemental to rearming the Pentagon, takeaways from President Biden’s state of the union address, alternative defense futures to ponder, takeaways from GE Aerospace’s investor day and congressional hearing on Army Aviation, and and a look at the week ahead; and Tim Chrisman, the executive director of the Foundation for the Future who is also a partner in the space practice at the Distinctive Edge Partners PR firm, discusses the winners of the innovation competition at this year’s SXSW gathering in Austin with Defense & Aerospace Report Editor Vago Muradian.

On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy, join host Vago Muradian to discuss another big week on Wall Street as Federal Reserve Chairman Jerome Powell says interest rates will be cut this year, impact of President Biden’s state of the union address at home and aboard, more bad news for Boeing as Justice Department reportedly opens criminal investigation into blowout of a door plug on an Alaska Airlines 737 Max jet, Federal Aviation Administration confirms rudder pedal incident on a United 737 Max jet, implications of Biden’s comments seeking to close business aviation loopholes, update on Dassault Aviation’s results including Falcon business jet and Rafale fighter production rates, Palantir beats Raytheon to win US Army’s TITAN battlefield targeting system contract, Russia discloses conver

On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, former Pentagon Europe chief Jim Townsend of the Center for a New American Security, and former Pentagon Comptroller Dr. Dov Zakheim join host Vago Muradian to discuss the House passage of a $460 billion appropriations bill to avert a government shutdown, outlook for Ukraine funding as President Biden makes case for more assistance for Ukraine in the State of the Union address, analysis of the SOTU including reaction to the address in America and around the world, Biden’s announcement that the US military would build a temporary pier to allow international humanitarian aid to enter Gaza from the sea, an empowered Russia fires a ballistic missile at Ukrainian President Volodymyr Zelenskyy and Greek Prime Minister Kyriakos Mitsotakis that lands 300 feet from the two leaders as they tour Odesa, China ends its ritual annual leadership press confe

For decades, AeroVironment has been a company that does things more than a little differently. Their CEO, Wahid Nawabi, joins us to talk about CCAs, Replicator, the new shape of airpower, and where his company fits in. And of course, we have headlines. Powered by GE!

On this week’s Technology Report, Brandon Tseng, the cofounder and president of Shield AI, what differentiates the company in a crowded field, the Pentagon’s innovation drive, how to accelerate programs, the need to change the requirements process, how small companies can remain competitive in AI in an era of giants, the company’s growth plans with Defense & Aerospace Report Editor Vago Muradian.

On this month’s Land Warfare program, sponsored by American Rheinmetall, Gabe Camarillo, the under secretary of the US Army, joins Defense & Aerospace Report Editor Vago Muradian to discuss how life under prolonged continuing resolutions is impeding America’s ability to rearm itself as Russia, China, Iran and North Korea increasingly field dangerous capabilities, why supplemental funding is vital not just to support its Ukrainian ally but also cover the cost of bolstering the Pentagon’s weapons stocks, lessons from the Ukraine war that are already shaping the future of the force, a look at the Army’s plans to transform its great power capabilities and how that plan will be reflected in the service’s upcoming budget request, the Army’s role in the Indo-Pacific, and the rationale behind the cancellation of the Future Armed Reconnaissance Aircraft program.

On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the latest continuing resolution to forestall a government shutdown, how an unprecedented half-year of continuing resolutions and delays to the Ukraine supplemental is complicating the Pentagon’s ability to rearm, the global implications of US presidential candidates and lawmakers parroting Vladimir Putin’s talking points, the prospect that Kyiv will fall if US aid ends or is further delayed, what to expect from the Biden administration’s upcoming budget request to be submitted to Congress on March 11, news reports that Boeing is considering acquiring Spirit AeroSystems, BWXT’s different business model, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy, join host Vago Muradian to discuss defense and aerospace stock performance last week as markets roared, Boeing considers buying Spirit AeroSystems, Leonardo and MTU results, BoA’s report on what the Air Force’s Next Generation Air Dominance aircraft might look like, Russia’s nuclear threats prompts German Chancellor Olaf Scholtz denies sending Taurus cruise missiles to Ukraine and criticizes Britain and France for escalating tensions with Moscow by furnishing Kyiv with precision weapons.

On this week’s Defense & Aerospace Report Washington Roundtable, sponsored by Bell, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, former Pentagon Europe chief Jim Townsend of the Center for a New American Security, and former Pentagon Comptroller Dr. Dov Zakheim join host Vago Muradian to discuss Congress’ move to avert a government shutdown with another continuing resolution, outlook for Ukraine supplemental, Vladimir Putin’s growing confidence as he eliminates adversaries at home as his nuclear threats fracture NATO and messaging garners GOP support, Europe and America reject French President Emmanuel Macron’s suggestion to consider deploying troops to Ukraine as Russia again threatens nuclear attack prompting worry in Washington and German Chancellor Olaf Scholtz to deny cruise missiles for Kyiv and accuse France and Britain of escalation, EU president says its time to consider tapping frozen Russian assets to arm and rebuild Ukraine, Australian in

The Air Force Special Operations community has gathered in Florida for its Special Air Warfare Symposium this week. AFSOC is still busy around the world, and we where they are and where they’re going with their commander, Lieutenant General Tony Bauernfeind. And we have the week’s headlines in airpower. Powered by GE!

On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, Sam Bendett of the Center for Naval Analyses, discusses the status of the Ukraine-Russia front as Moscow increases pressure and Ukraine uses more novel means to defend itself, whether Europe can fill the void as Congress continues to stall more aid to Kyiv, how commercial Western assistance can help Ukraine develop and field more effective weapons, whether adopting President Emmanuel Macron’s proposal to station training forces in Ukraine would deter further Russian aggression, efficacy of the Biden administration’s 500 new sanctions on Russia in the wake of Moscow’s decision to kill opposition leader Alexei Navalny, and whether a shift by landlocked Transnistria toward Moscow would have a meaningful impact on the war with Defense & Aerospace Report Editor Vago Muradian.

Dr. Mark Lewis, the chief of the Purdue Applied Research Institute, discusses the drive to advance national security research through five new labs — microelectronics, hypersonics, energetics, infrastructure and innovation, and tech acceleration and innovation — an update on hypersonic propulsion and control technologies, microelectronics for legacy systems as well as high temperature applications like hypersonic weapons, and the approach needed to accelerate the adoption of innovative technologies with Defense & Aerospace Report Editor Vago Muradian.

On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses prospects for a government shutdown, the case for a Ukraine supplemental and what the Biden administration should do to help Kyiv absent legislation, the impact of 500 new sanctions on Russia, European defense spending outlook as European governments strain under entitlement demands, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy, join host Vago Muradian to discuss another big week on Wall Street; budget uncertainty in Washington as well as France and Germany; the slow pace of Western rearmament, leadership changes at Boeing to improve production quality; whether business travel will decline with changes in how many work and high pricing; earnings analysis as BAE Systems, Garmin, Hensoldt, Hexcel, MTU, and Rolls-Royce report; Washington’s 500 new sanctions on Russia in the wake of the killing of opposition leader Alexei Navalny; Hungary’s decision to buy 18 Saab Gripen C/D fighters that it started leasing in 2001 as signal of Budapest’s approval of Sweden’s NATO membership; and takeaways from the Singapore Airshow.

On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, former Pentagon Europe chief Jim Townsend of the Center for a New American Security, CavasShips Podcast cohost and Provision Advisors founder Chris Servello, and former Pentagon Comptroller Dr. Dov Zakheim join host Vago Muradian to discuss Biden administration’s imposition of 500 new sanctions on Russia in the wake of the Alexei Navalny’s killing as Western government’s negotiated a deal that would have released the opposition leader and others from captivity in exchange for Russian spies and thugs, what governments need to do as Russia grows more aggressive in waging war on Western nations from assassinations on their soil to malign information operations, how to destablize Vladimir Putin and his increasingly brittle regime by wooing senior Russian leaders with eased sanctions and financial incentives, revelation of the global scope and details of China’s cyber espionage worldwide, global

We usually look at the future of airpower. In this episode, we look at the past – at least as the public sees it. The Apple TV series Masters of the Air depicts bomber combat in the Second World War. Is it realistic? And what will the public learn from it about airpower, for better or worse? We ask aviation historian Doug Birkey. Dr. Tom Karako brings us up to date on the air war in Ukraine. And some of the week’s headlines. Powered by GE!

On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, Sam Bendett of the Center for Naval Analyses and Dr. Eugene Rumer, the director of the Russia and Eurasia program at the Carnegie Endowment for International Peace, discuss the tenth anniversary of Russia’s annexation of Ukrainian territory and the second anniversary of Moscow’s attempt to seize Kyiv, the imperative to get far tougher on Russia that’s been at war with the West for decades, how to punish an increasingly emboldened Vladimir Putin who killed opposition leader Alexei Navalny and assassinated a Russian defector in Spain, the imperative for Congress to approve more military assistance to Ukraine, why actively destabilizing the Putin regime must become a priority, and roundup of views from Armenia, Georgia, Azerbaijan and Turkey with Defense & Aerospace Report Editor Vago Muradian.

On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses takeaways from the Munich Security Conference as Vladimir Putin kills his political adversary Alexei Navalny and Ukraine looses ground as GOP leaders continue to block aid for Kyiv, analysis of the US Air Force’s reorganization to better prepare for great power conflict and update on the competition to quickly field a Collaborative Combat Aircraft; and Joy Schoffler of Distinctive Edge Partners on the competition among innovative cyber, space, AI and renewable energy companies on the sidelines of the SXSW gathering in Austin next month with Defense & Aerospace Report Editor Vago Muradian.

On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy, join host Vago Muradian to discuss market’s new worries about higher shipping costs as traffic diverts around Africa in wake of Houthi Red Sea attacks, China’s deepening economic woes, Airbus earnings and what results mean for Boeing, US Air Force’s reoptimization for great power conflict, drive to accelerate programs like Next Generation Air Dominance as well as move to allow three of five Collaborative Combat Aircraft competitors to advance in Increment One of the effort, Ukraine begs for more aid and strikes security and arms deals with France and Germany as GOP lawmakers balk on helping Kyiv, and expectations for the Singapore Air Show.

On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, former Pentagon Europe chief Jim Townsend of the Center for a New American Security, and former Pentagon Comptroller Dr. Dov Zakheim join host Vago Muradian to discuss Senate passage of a $95 billion aid package for Ukraine, Israel and Taiwan and whether growing Russian provocations from the killing of opposition leader Alexei Navalny to prospect of nuclear-tipped antisatellite weapons will prompt a GOP-led House will follow suit, how the administration needs to respond to Russia’s growing empowerment in the wake of Republican obstructionism and pro-Russia rhetoric by President Trump and leading GOP lawmakers, Estonia’s warning  Russia may attack the alliance within a decade, the second anniversary of the administration’s productive Indo-Pacific strategy, how Washington needs to influence Bibi Netanyahu, and political implications of Democrat