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Defense & Aerospace Report Podcast [Jul 27, ’25 Business Report]

Defense & Aerospace Report

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Geopolitical Shifts in Defense and Aerospace

This chapter explores the current geopolitical climate, emphasizing the AUKUS alliance and its zero-sum implications for international cooperation. It analyzes major defense companies' earnings amid shifting market dynamics and the challenges facing European firms like Dassault and Thales. The discussion highlights the impact of political decisions on defense strategies, particularly in light of rising reliance on local capabilities and the evolving role of significant players like SpaceX.

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