On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Merrill Lynch, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the Aerodynamic advisory consultancy joint Defense & Aerospace Report Editor Vago Muradian to review the week on world markets and the performance of aerospace and defense equities, impact of new US aluminum tariffs on Russia and whether existing sanctions on titanium are effective, China’s new 5 percent growth target and commercial air travel, expectations from US defense budget submission on March 9 and Sunak government’s budget release on March 15, whether Europe can surge to produce the 250,000 artillery rounds a month Ukraine says it needs to fight Russia, how Washington would react to Saudi Arabia joining the UK-led Tempest combat aircraft program that includes Italy, Japan and Sweden or the UAE becoming the next partner in the French-German-Spanish SCAF future fighter effort, and the importance of the new US Air Force cost-plus contract with Boeing for E-7 radar planes to replace the venerable E-3 Sentry Airborne Warning and Control System aircraft.
