Defense & Aerospace Report

On today’s program, sponsored by Elbit America, Dr. Bill Greenwalt, a former Pentagon industrial affairs chief who is now with the American Enterprise Institute and the Silicon Valley Defense Group, joins Defense & Aerospace Report Editor Vago Muradian to discuss the problems with the US export control system and how the International Traffic in Arms Regulation should be updated; industrial impact if allies and partners shy away from purchasing US products that have long been market-leading thanks to quality, competitive pricing and security guarantees from Washington; the role lawmakers can play in reforming a system that became steadily more risk averse over the decades because of increasingly stringent congressional oversight; the outlook for AUKUS; and the logic of the Commerce Department 232 investigation on the national security implications of commercial aircraft, parts and jet engine sales.

On today’s Land Warfare Series program, sponsored American Rheinmetall, Dan Driscoll, the 26th secretary of the United States Army and Gen Randy George, the service’s 41st chief of staff, join Defense & Aerospace Report Editor Vago Muradian to discuss how the Army is redirecting 8 percent of its budget each year for the coming five years to new priorities, how many more cuts in existing programs will be needed to achieve Defense Secretary Pete Hegseth’s goals, the need for greater efficiency and to stop buying systems that are no longer needed, learning the right lessons from the Ukraine war, understanding the nature of possible conflict in the Indo-Pacific, how to speed acquisition of key systems like the MV-75 tiltrotor as well as land and weapon systems, role of heritage and new defense economy firms in more quickly addressing Army needs, why shrinking the force is a bad idea, the impact of staffing the Golden Dome air and missile defense network, and more.

On this week’s Look Ahead Podcast, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian discuss Moody’s decision to downgrade US debt as lawmakers work to further cut taxes that could trigger further downgrades; the budget scenarios to watch as some even in the Trump administration talk about budget numbers that are “all over the place;” analysis of the arms deals the president announced during his visit to the Gulf; how America’s approach to arms exports should change; the impact of scaling mass on the US defense industrial base; takeaways from the weekend’s elections in Poland and Romania as well as talks to end the Ukraine war; and a look at the week ahead.

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 to discuss a strong week on Wall Street ends in record territory; as lawmakers squabble, Moody’s becomes the third American ratings agency to downgrade US debt; the outlook for tariffs as President Trump declares victory over China; after his swing through the Gulf, the president touts $3.6 trillion in deals, including investment in the United States, new commercial aircraft orders and military sales; after again criticizing the F-35 Lightning II fighter, Trump said a new twin-engine version of the plane, the F-55, would be developed and the F-22 Raptor would be upgraded to a “super” version; US air traffic control is under the gun as outages at Newark International Airport and elsewhere delay flights and undermine public confidence as the administration prepares to make layoffs at the Federal Aviation Administration; and takeaways from BAE Systems’ capital markets day and Bank of America’s industrials, transportation and airlines conference.

This discussion features Michael Herson, a leading defense lobbyist, Jim Townsend, a former Pentagon official, Patrick Cronin, an expert on Asia-Pacific security, and Dov Zakheim, a former Pentagon comptroller. They delve into crucial topics like the U.S.-China tariff negotiations, rising tensions between India and Pakistan, and the urgent need for the U.S. debt ceiling to protect national defense funding. The panel also explores the geopolitical ramifications of President Trump's Middle East visits and the recent issues concerning undersea cable breaches near Taiwan.

The U.S. Government has initiated an investigation to determine whether imported commercial aircraft and engines harm US national security. How do they threaten airpower? Aerospace guru Richard Aboulafia and noted trade attorney Jeff Bialos join us to explain it all -- plus E-7, that Qatari 747, and more.  Powered by GE!

On today’s Technology Report, David Schild, the executive director of the Printed Circuit Board Association of America, joins Defense & Aerospace Report Editor Vago Muradian to discuss the Trump administration’s approach to bolstering the US printed circuit board industry; impact of tariffs and thoughtful policies on bolstering the entire PCB ecosystem; role of Congress; impact of science and technology funding cuts; and striking the right regulatory balance that protects the environment while allowing necessary facilities to be built more quickly.

Todd Harrison of the American Enterprise Institute joins Defense & Aerospace Report Editor Vago Muradian to discuss the Trump administration’s “skinny budget” request; whether internal cost cutting moves will free enough resources to underwrite major programs; potential risks with the Army’s recent tradeoffs; the legacy of the so-called Department of Government Efficiency; what the Golden Dome air and missile defense system will mean for the Space Force; and impact of general officer cuts.

On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners and Chris Servello, the co-host of our Cavas Ships podcast joins Defense & Aerospace Report Editor Vago Muradian to discuss when the Trump administration will disclose the details of it’s “skinny budget” request as congressional oversight committees start hearings; whether the so-called Department of Government Efficiency will have have a positive lasting impact in driving necessary and overdue reforms; nuances and takeaways from the latest conflict between India and Pakistan; changes in warfare as reflected at the SOF Week 2025 conference and tradeshow; what the nomination of industry veteran Jeffrey Bornstein as DoD comptroller; Vice President Vance’s different tone at the Washington edition of the Munich Security Conference; and a look at the week ahead.

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 to discuss an unusually quiet down week on Wall Street; India and Pakistan’s military strikes and ceasefire; expectations as US and Chinese trade negotiators convene in Geneva after Washington strikes a preliminary deal with London to ease tariffs, a template, officials say, for future deals to put pressure on Beijing; IAG buys 53 new big jets from Boeing and Airbus for $10 billion; the Commerce Department’s investigation into the national security implications of buying foreign-made aerospace components and jet engines; the German, French, Polish and British leaders’ visit to Kyiv where they announced a 30-day ceasefire with Russia starting on Monday; the Army’s decision to retire AH-64D Apache helicopters in the scout role as well as Grey Eagle and Shadow drones, and the GE’s new T901 engine; Hensoldt, Leonard, MTU, Rheinmetall report earnings; takeaways from the Milken Institute Global Conference; and Stratolaunch’s successful tests of its Talon-A2 reusable hypersonic test vehicle.