Defense & Aerospace Report DEFAERO Daily Pod [Nov 03, 25] Week in Review & Byron Callan’s Week Ahead
Nov 3, 2025
In this discussion, Byron Callan, an independent Washington research analyst at Capital Alpha Partners, dives into pressing issues facing the defense and aerospace sectors. He shares insights on the potential impacts of a government shutdown before Thanksgiving and discusses U.S.-China relations concerning technology and tariffs. Callan also explores regional instability tied to potential U.S. strikes on Venezuela, Boeing’s significant asset sale, and executive turnover at major contractors. Tune in for his analysis on upcoming reforms and industry incentives.
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Shutdown Could Break Around Thanksgiving
- Byron Callan warns the Thanksgiving travel week could be the shutdown's tipping point due to air-traffic and benefit disruptions.
- He expects optics of people missing basic needs to force Congress to act before Thanksgiving.
China Truce Raises Supply-Chain Risks
- Callan worries restored trade access with China increases urgency to build rare-earth processing outside China.
- He flags possible risks if China gains AI-relevant chips and the U.S. doesn't accelerate domestic supply chains.
Instability Beyond Immediate Headlines
- Callan sees Venezuela and wider regional threats as persistent and combustible, with Maduro seeking Russian help.
- He notes security issues like Al-Qaeda's advance in Mali show problems persist even amid reduced aid.