On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Analyses discusses the latest on Russia’s war on Ukraine — and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the latest defense and aerospace headlines 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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets including realization that interest rates may remain high, lingering impact of RTX’s geared turbofan announcement on partner MTU and engine user Airbus as well as capacity issues if large numbers of jets are grounded for maintenace, whether the airline industry has too much capacity, whether the “great retirement” of experienced talent during the pandemic is causing program performance problems across the industry and if that experienced talent now at innovative smaller firms can help create a new generation of entrants into the market, NetJet’s agreement to order up to 1,500 jets from Textron, implications of parked commercial passenger and cargo aircraft, King Charles III’s successful state visit to France and whether it will help improve Anglo-French relations including on defense programs, update on Ukraine war as President Volodymyr Zelenskyy seeks more arms and Kyiv strikes the headquarters of Russia’s Black Sea Fleet, and how ATACMS could change the course of the war if the White House eventually approves the weapon for export.
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 view from Oceana: We caught up with newly-installed commander of Naval Air Forces Atlantic, Rear Admiral Doug Verissimo, at the recent Naval Air Station Oceana air show. We talked about some of his greatest challenges, including maintenance of the US Navy’s air fleet, along with the recruitment and retention of sailors and aviators. Stay tuned for a great discussion from the flight line.
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 what’s next now that House Speaker Kevin McCarthy’s budget deal failed twice this week, outlook for government shutdown and NDAA, how China is spinning Washington’s dysfunction, Senate circumvents Sen. Tommy Tuberville’s blanket hold on military promotions to confirm top Pentagon military leaders, talks between National Security Adviser Jake Sullivan and Chinese Foreign Minister Want Yi in Malta, latest indictment against Senate Foreign Relations Committee Chairman Bob Menendez, Poland’s decision to halt military aid to Ukraine unless Kyiv suspends grain exports, support for Ukraine in Washington and beyond, US decision to give Iran $6 billion to free five American hostages, Bibi Netanyahu’s meeting with President Biden and invitation to visit White House, implications of surrender of Armenian enclave of Nagorno-Karabakh, and ramifications of Canada’s disclosure that India killed a Canadian Sikh activist on Canadian soil and New Delhi’s reaction.
It’s been a busy and somewhat bizarre week in military aviation, and Richard Aboulafia, the world’s leading aviation market analyst, joins us to help break it down. Whether it’s missing F-35s, Polish fighter acquisition, or new aircraft types on the ramp, he brings the insights. And it’s all powered by GE Aerospace!
On this week’s Technology Report, Dr. Maciej Klemm, the CEO and founder of APS — a Polish company that makes some of the most successful anti-drone systems operating in Ukraine — discusses magnitude of the drone war, the nature of the threat, blending kinetic and non kinetic technologies, and the need to innovate quickly as threats change; and Rob Basset Cross, the founder and CEO of British AI software firm Adarga, discusses the need to apply AI to help make sense of ever increasing amounts of data to help decision makers, the role of public-private partnerships needed to deliver capability quickly, and role of training and culture change to ensure leaders better understand AI and its role with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the Defense & Aerospace Report Strategy Series, sponsored by General Atomics Aeronautical Systems, Amb. Jim Cunningham, one of the nation’s most experienced diplomats having served in Europe, the Middle East and Asia as America’s ambassador to Afghanistan, Israel, the United Nations in an acting capacity, consul general to Hong Kong and Macau and chief of staff for legendary NATO Secretary General Manfred Woerner discusses diplomacy in a new great power era, preserving the rules based order, how identify the right red lines that can be enforced, countering China, Russia, Iran and North Korea as they grow closer, the keys to successfully negotiating with foes and friends, and more with Defense & Aerospace Report Editor Vago Muradian.
On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Analyses discusses Vladimir Putin’s meeting with Kim Jong Un, Ukraine’s attack on Russia’s Sevastopol naval base that damaged a drydock as well as destroyed a conventionally powered attack submarine and amphibious ship, Lt. Gen. Sergey Surovikin surfaces in Algeria, Ramzan Kadyrov’s health, and an update on tension in the Caucasus; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses what’s next now that the House has submitted its draft spending measure to the Senate, long-term defense spending outlook as borrowing rates and inflation rise along with debt worries; takeaways from last week’s major events including the AFA show, the Global Aerospace Summit, AUVSI and CNAS, as well as 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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets, implications of parked commercial passenger and cargo aircraft, Vietnam Airlines order for 50 Boeing 737 Max jetliners, RTX’s $3 billion charge on Geared Turbofan engine problems that will ground 350 jetliners a year through 2026 to repair, rationale for downgrading RTX stock, GE’s decision to sell down AerCap stake, and key takeaways from DSEI tradeshow and Air Force Association’s Air Space Cyber conference.
In this episode of The DownLink Podcast, Laura Winter discusses satellites, modern warfare, and future defense needs for protecting commercial interests in the Cis-Lunar region with Robert Geckle, CEO, Airbus U.S. Space & Defense; Patrick Zeitouni, Chief Strategy Officer, HawkEye 360; and Tom “Pumper” Nichols, Co-Founder & Chief Product Officer, True Anomaly. This episode was recorded at the U.S. Chamber of Commerce’s 2023 Global Aerospace Summit in Washington, D.C.