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 a down week on Wall Street on AI stocks and rising energy prices as Iran sank a Singaporean cargo ship in the Strait of Hormuz and Tehran-backed Houthi rebels attack Saudi Arabia; Washington’s deepening partnership with Moscow to alleviate sanctions to allow Russia to energy and degrade intelligence and StarLink satellite support for Ukraine enabling Russian attacks that have impacted 600,000 Ukrainians; European nations scramble to help Kyiv given Ukraine’s dependence on US support; London’s decision to allow Ukrainian firms to license & produce the Storm Shadow cruise missiles; the NATO’s Supreme Allied Commander warning to Russia against attacking the alliance; Greece’s $4 billion deal with Washington to upgrade F-16 fighters and buy weapons for then, F-35 Lightning II jets and H-60 Blackhawk helicopters; Poland’s confirmation that weapons ordered from Washington including Patriot air defense missiles will be delayed as US stocks depleted by the Iran war are prioritized; South Korea’s first test of a new hypersonic glide vehicle; Airbus uses a Kratos XQ-58A Valkyrie to develop mission systems and Eurofighter teaming, estimating Germany will want about 500 CCAs for about 20 million euros each; Britain’s upcoming defender budget and France’s massive nationwide protests; and takeaways from Association of the United States Army’s annual conference and tradeshow and the Aerospace Event DC edition by Joanna Speed’s Aerolambda Group. Our coverage of AUSA was sponsored by Lockheed Martin.
