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Monday Business Report
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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 discuss a down week on Wall Street after weeks of strong gains, Boeing submits a safety plan to Federal Aviation Administration that declines to clear higher 737 production rates as top executives says certification of its Max 7 and 10 jets remains delayed, US and European weapons production is trending up but many worry it’s not fast enough whether for artillery shells or air defense weapons, Washington allows Ukraine to use American weapons to strike units in Russia that are attacking Kharkiv as French President Emmanuel Macron and NATO Secretary General Jens Stoltenberg argue member nations should let Kyiv use Western weapons strike legitimate targets, Pentagon Acquisition and Sustainment Under Secretary Dr Bill LaPlante says Northrop Grumman is on track to deliver the first 40 of some 100 B-21 Raider bombers on a fixed price basis of $550 million apiece in 2019 dollars, an analysis of recent Northrop losses and their impact on the company, and takeaways from the European Business Aviation and Exhibition in Geneva.

CAVASShips Weekly Podcast
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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…the Russian War on Ukraine is now in its third year and grinds on and on. George Galdorisi, a long-time observer of the conflict who predicted in writing a lot of what we’ve been seeing, joins us for an update discussion on what we’ve seen so far and what might still be to come.

Please send us feedback by DM’ing @CavasShips or @CSSProvision or you can email chriscavas@gmail.com or cservello@defaeroreport.com.

PODCASTS
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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, and former Pentagon Comptroller Dr. Dov Zakheim join host Vago Muradian to discuss the US and international implications of Donald Trump becoming the first former American president to be convicted on 34 felony charges, President Biden allows Ukraine to fire US weapons into Russia against forces attacking Kharkiv as French President Emmanuel Macron and NATO Secretary General Jens Stoltenberg call of members to allow Kyiv to use Western weapons against targets in Russia, as NATO prepares to celebrate 75 years of unity the alliance is fracturing over Ukraine, takeaways from the China-Japan-South Korea meeting and Deputy Secretary of State Kurt Campbell’s gathering this weekend with his Japanese and South Korean counterparts, what to expect from the IISS’s annual Shangrila Dialogue this weekend in Singapore including the meeting between Defense Secretary Lloyd Austin and Chinese Defense Minister Adm. Dong Jun, and Israel expands its war in Gaza as officials say the campaign will continue through the end of the year despite international criticism but helps Prime Minister Bibi Netanyahu’s popularity.

PODCASTS
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On this episode of the Defense & Aerospace Report Strategy Series, sponsored by General Atomics Aeronautical Systems, Dr. Todor Tagarev, Bulgaria’s former defense minister who is now a professor at the Institute of Information and Communication Technologies of the Bulgarian Academy of Sciences and Head of its IT for Security Department and Centre for Security and Defence Management, discusses the interdisciplinary nature of the threat Russia poses to European security, whether efforts to counter Moscow are being successful, lessons from the Ukraine war that are shaping the alliance’s actions, the stakes of the war and whether Vladimir Putin’s calls for ceasefire signify a change in his imperial ambitions, the Russian threat in the Black Sea and how Bulgaria, Romania and Turkey have deepened their partnership, Putin’s nuclear rhetoric and whether nations should heed any of his “red lines,” why more nations should follow France in allowing its weapons to be used by Kyiv against legitimate military targets in Russia that are involved in striking Ukraine, Bulgaria’s sharp rise in defense spending and sweeping military modernization, and more with Defense & Aerospace Report Editor Vago Muradian.

DEFAERO REPORT Daily Podcast
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On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Analyses discusses the latest in Russia’s new offensive against Ukraine as Moscow deploys glide bombs to strike military and civilian targets alike, whether Russia broke through the lines or Ukraine left a gap that was exploited, prospect of peace as Vladimir Putin suggests freezing lines where they are and Volodymyr Zelenskyy calls on President Biden and Xi Jinping to join a peace conference, Ukraine’s ever deeper strikes into Russia, and Putin’s crackdown on “corruption” after replacing his defense minister; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses former President Trump’s defense plans should he return to the office, America’s role on the naval export market, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

PODCASTS
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China President Xi Jinping has instituted a major military reorganization to support joint warfighting, with space operations under the newly constituted Aerospace Forces. Laura Winter speaks with Namrata Goswami, an independent scholar on space policy and great power politics and co-author of the book “Scramble for the Skies: The Great Power Competition to Control the Resources of Outer Space”; and Lin Ying-Yu, an Assistant Professor at the Graduate Institute of International Affairs and Strategic Studies, Tamkang University.

Monday Business Report
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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 discuss investor worries that after dropping inflation and soaring markets the Federal Reserve won’t cut rates as quickly as hoped, Boeing releases third annual safety report as CFO Brian West says the company will post negative cash flow this year, how the new financial outlook will impact the company plans to acquire Spirit AeroSystems and continue costly efforts to restore commercial and defense confidence, Sierra Nevada plan to use former Korean Air 747s as the Pentagon’s next generation Doomsday planes, British Prime Minister Rishi Sunak schedules snap elections for July 4, and British intelligence finding that China is sending lethal aid to Russia and the merits of allowing Kyiv to use US weapons to strike targets in Russia.

CAVASShips Weekly Podcast
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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…Problems with the submarine and broader shipbuilding and repair industrial base are crying out for solutions. Noted historian and navalist Dr Jerry Hendrix has been doing some deep thinking about the issue, how we got here, lessons from history and what actions can be taken to address the shortfalls. He’ll join us.

PODCASTS
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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 Armed Services Committee markup of the National Defense Authorization Act as the 2025 spending debate continues, what’s next for Iran after president and foreign minister are killed in a helicopter crash, China launches military exercises to intimidate Taiwan as Lai Ching-te is inaugurated, Britain accuses Beijing of sending lethal aid to Russia as the White House balks as it debates letting Kyiv use US weapons to strike targets in Russia, Victor Orban wants all the benefits of NATO membership but opt out of helping Ukraine, President Biden hosts Kenyan President William Ruto, Emmanuel Macron’s surprise visit to New Caledonia as the territory has plunged into strife after Paris expands voting for French citizens, and Israel launches Rafah operation despite international and domestic pressure prompting Ireland, Norway and Spain to join Sweden in recognizing a Palestinian state as the international criminal court indicts Hamas and Israel’s leaders, and House and Senate expected to invite Bibi Netanyahu to address lawmakers.

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