Richard Aboulafia and Dr. Kevin Michaels of the AeroDynamic Advisory consultancy join Defense & Aerospace Report Editor Vago Muradian to discuss the economic impacts of the Iran war and their new book on the history of business aviation, “Time Machines: Business Aviation’s Dynamic Journey.”
Dr. “Rocket” Ron Epstein of Bank of America Securities joins Defense & Aerospace Report Editor Vago Muradian on the sidelines of the commercial edition of Joanna Speed’s Aerospace Event in Los Angeles to discuss the market impacts of the US-Israel war on Iran, the limits of surging production of complex weapons, role of new entrants to deliver capability more quickly like the Low-Cost Uncrewed Combat Attack Syste by Arizona startup SpektreWorks, and outlook for defense spending including the resumption of supplemental funding to cover the growing costs of operations worldwide over the past year; and John Cofrancesco of American AI Logistics discusses the Trump administration’s decision to blacklist Anthropic, the implications for industry, and how to craft an AI strategy to delivers breakthrough capabilities in line with the nation’s values.
On today’s Look Ahead program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners and former Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss US-Israel military operations against Iran, Tehran’s attacks on nations across the region, and possible scenarios as Washington says operations will continue for weeks even as America’s allies recommend off ramps; impact of a protracted campaign on depleting US attack and defensive weaponry as well as wear and tear on aging equipment and personnel exhausted after back-to-back military operations over the past; what regime change in Tehran would mean for regional security and defense investment given Iran’s role as regional provocateur; key themes from L3Harris Technology’s investor day; takeaways from the International Institute for Strategic Studies’ latest Military Balance; and a look ahead to the big events of the coming in Washington and beyond.
Mesh Feigenbaum, a managing partner at Engineered Metal Tech who is one of the world’s leading experts on the gigantic forging presses that are critical for the worldwide aerospace and defense supply chain, joins Defense & Aerospace Report Editor Vago Muradian to discuss an updated version of his 2018 benchmark study of global industrial capacity that rings alarm bells for major commercial and military programs; the importance of forging facilities; the problematic nature of depending on gigantic pieces of equipment that are aging and when they fail are out of action for years, derailing supply chains; China’s strategic approach of investing in sovereign capacity and capability; why the business is so challenging commercially one without government support; and the investment necessary for the United States to revitalize a critical industry.
On today’s Look Ahead program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian to discuss defense industrial implications of the Supreme Court’s rulings against most of President Trump’s tariffs and his reaction to impose an additional 15 percent tariff across the board; prospect the administration will retaliate against European nations that shift rapidly increasing spending away from US weapons in favor of domestic ones; Canada’s new defense strategy; consequences of a possible Iran attack and Britain’s decision to deny US forces use of bases in UK and Diego Garcia; analysis of Russia’s war on Ukraine as the conflict enters its fifth year; a changing competitive US defense industrial landscape; and a look at the week ahead.
On today’s Look Ahead program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian to discuss takeaways from the Munich Security Conference; what transatlantic cooperation will look like as Europe works to decouple from its historic dependence on the United States; Canada’s new defense industrial strategy from buying 75 percent of its weapons from the United States to directing 70 percent of military purchases to domestic firms with the goal of increasing exports to 50 percent; outlook for reconciliation 2.0 as President Trump abruptly opposes the funding maneuver; what Amentum, Parsons and SAIC say about the future of the services market; Mike Cadenazzi, the assistant secretary of defense for industrial base, addresses the Hudson Institute; and a look at the week ahead.
On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian to discuss the latest headlines and looks at the week ahead.
On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian to discuss the latest headlines and looks at the week ahead.
On today’s Look Ahead program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian to discuss the prospect of another government shutdown in the wake of the second fatal shooting in Minneapolis; analysis of the defense appropriations conference report that added $8.4 billion to the administration’s $838 billion Pentagon budget request; the odds that President Trump will get the $1.5 trillion for defense he wants; the long-awaited National Defense Strategy; US Army priorities; a roller coaster week that started with the president vowing up to 25 percent tariffs on Europe unless Washington got control of Greenland that ended with a “framework” agreement to bolster NATO’s Arctic security as Trump responded to Canadian Prime Minister Mark Carney’s landmark address with a pledge to impose 100 percent tariffs if Ottawa strikes a trade deal with China; bolstering US defense industrial capabilities and how Pentagon leaders need to think about “shareholders” in the space; and a look at the week ahead.
On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners and Chris Servello, a founder of Provision Advisors public relations firm (and Defense and Aerospace team member) join Defense & Aerospace Report Editor Vago Muradian to discuss the latest headlines and looks at the week ahead.