On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses with further analysis on the Biden administration’s FY 2025 $defense budget request, the merits of cutting the Roger of one nuclear powered attack submarine to underwrite investment to increase submarine production for America and Australia, the implications for defense if tax increases are off the table to reduce the national debt, Boeing’s commercial and defense woes and how a turnaround can be executed, Leonardo DRS’ investor day, 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 impact of higher than expected inflation and producer prices on Wall Street dashing hopes of interest rate cuts anytime soon, the federal investigation into Boeing is ramping up as airlines now project losses because of slower deliveries from the jetmaker and groundings combined with new delays on KC-46 Pegasus tankers and Boeing-Saab T-7 Red Hawk trainers, the Pentagon clears Lockheed Martin for full-rate F-35 Lighting II fighter production, France’s Emmanuel Macron, Germany’s Olaf Scholtz and Poland’s Donald Tusk agree to help increase weapons production in Ukraine as quickly as possible, US weapons makers are increasing production, Rheinmetall earnings, the Netherlands picks France’s Naval Group over ThyssenKrupp and Saab to build its future submarines, SpaceX launches its third starship as reports say the company landed a top secret contract for hundreds of spy satellites, and a look ahead to Joanna Speed’s The Aerospace Event conference in Los Angeles on March 19.
Congressional inaction coupled with core inflation, have resulted in the first reduction in budgetary buying power for the U.S. Space Force for FY 2025, placing research and development at risk. Effects could be far reaching, as the youngest military branch is the biggest consumer of commercial space products and services. Laura Winter speaks with Peter Garretson, a senior fellow at the American Foreign Policy Council and co-author of the book “The Next Space Race: A Blueprint for American Primacy”; and Sam Wilson, a senior policy analyst for the Center for Space Policy and Strategy at The Aerospace Corporation.
Welcome to the CavasShips Podcast with Christopher P. Cavas and Chris Servello…a weekly podcast looking at naval and maritime events and issues of the day – in the US, across the seas and around the world. This week…Naval Aviation took some big hits in the latest US defense budget submission. Naval air analyst and veteran Ward Carroll will be here for his take on what is going up and down with Naval Air.
Please send us feedback by DM’ing @CavasShips or @CSSProvision or you can email chriscavas@gmail.com or cservello@defaeroreport.com.
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 the Biden administration’s $849.8 billion FY 2025 defense budget request, an update on appropriations and the supplemental for Ukraine, Israel and Taiwan, reporting that Donald Trump if elected would withdraw America from NATO, Japan, South Korea and let China have Taiwan, what next for the House’s TikTok ban, India’s new ballistic missile with multiple warheads, Senate Majority Chuck Schumer’s criticism of Israel’s campaign in Gaza, Palestinian leaders and Bibi Netanyahu, and Israel’s offensive against Rafah.
By Steve Deal As a new Lieutenant (junior grade) Navy pilot flying the P-3C Orion over the Indian Ocean in the early 1990s, I like many others was carefully trained in the art of “recognition, identification, and grouping” – or “RIGing” as most of us called the maneuver. RIGing was part of an assigned surveillance
By Christine Arakelian and Michael Rubin With threats from Russia, China, Iran and its proxies growing, developing strong ties with Armenia may seem like a low priority. It should not. Strong ties with small, democratic buffer states in dangerous neighborhoods create not liabilities but opportunities for diplomacy and conflict-resolution. President Joe Biden, like Barack Obama
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.
By Mackenzie Eaglen When war broke out in Gaza and shortly thereafter Houthi fighters threatened shipping in the Red Sea, US Marine forces of the 26th Marine Expeditionary Unit (MEU) were quickly routed to the area to reinforce allies. Since their deployment in October, this unit now faces an indefinite extension since the Navy does