Defense & Aerospace Report

On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, Dr. Jerry McGinn, the director of the Baroni Center for Government Contracting at George Mason University, joins Defense & Aerospace Report Editor Vago Muradian to discuss his new report — “Before the Balloon Goes Up: Mobilizing the Defense Industrial Base now to Prepare for Future Conflict” — why he believes the United States isn’t prepared for prolonged future conflicts; industrial lessons from World War II, MRAP vehicles, Covid-19, and the Ukraine war; the importance of senior leadership in driving change; why 2024 is different than 1938; what America has to do to step up its production capacity; how to harness commercial industry for the challenge ahead; role of allies and partners; and an update on the Biden administration’s first ever National Defense Industrial Strategy.

On this Land Warfare episode, sponsored by American Rheinmetall, Gen. Randy George, the US Army’s 41st chief of staff, joins Defense & Aerospace Report Editor Vago Muradian to discuss the biggest lessons from Russia’s war on Ukraine; the problems that Russia, China and other adversaries are posing that must be solved; whether different armies are needed to fight in Europe and Asia, and what’s common between them; preparing the force intellectually, operationally, doctrinally and culturally for the highly kinetic nature of a possible future fight; how to move faster to field needed capabilities at scale; modernizing on a flat budget; his “Transforming in Contact” initiative and how much of the Army has to change to transform the force; the changing nature of advantage and building a culture that can adapt rapidly to maintain advantage despite changing threats; what the Army needs from industry; tradeoffs that can be made among the military services to better coordinate roles, missions and capabilities; recruiting and training the right personnel; and a look ahead to the Association of the United States Army’s annual conference and tradeshow Oct. 14-16, 2024.

On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Analyses discusses Ukraine’s withdrawal from Vuledhar and the implications of the latest Russian advance in Donbas, the latest on the war including the capture of one of Russia’s few Okhotnik combat drones, how weather will change the fight, topics for discussion at the Association of the United States Army’s conference and tradeshow next week, and lessons from analytical failures associated with the Russo-Ukrainian war; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses defense implications of the conflict between Israel and Iran one the first anniversary of Hamas’ deadly attack on Israel that precipitated a broader regional war, defense and industrials scenarios to consider as US elections approach, Army issues to consider at AUSA, the impact of deadly hurricanes on public perceptions of defense spending, 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 host Vago Muradian Wall Street ends on a high on stronger than expected US jobs growth, French Prime Minister Emmanuel Macron tells US financiers how grave the country’s financial situation is, Xi Jinping announces a major government stimulus plan as the People’s Republic of China celebrates its 75th anniversary, Boeing’s strike continues as the company’s management considers the scope of an equity raise and questions arise about the valuation of the planned acquisition of Spirit AeroSystems, and as Iran strikes Israel with history’s largest ballistic missile attack, some thoughts on the economics of air and missile defense.

On this week’s Defense & Aerospace Report Washington Roundtable, sponsored in part by Hanwha Defense USA, Dr. Patrick Cronin of the Hudson Institute think tank, Cavas Ships co-host Chris Servello, and Pentagon Europe chief Jim Townsend of the Center for a New American Security join Defense & Aerospace Report Editor Vago Muradian to discuss the US presidential race enters its last month as a devastating hurricane and growing unrest in the Middle East could decide who ends up in the White House, Israel killed Hezbollah leader Hassan Nasrallah and Iran retaliates with a massive ballistic missile barrage, Jerusalem vows retaliation and President Biden confirms strikes on Iran’s energy facilities have been discussed in a move that sends oil prices soaring, former Dutch Prime Minister Mark Rutte succeeds Jens Stoltenberg as NATO’s new secretary general, Ukraine retreats from Vuledhar as Russia’s strategy of throwing of men and weapons into fight helps gain ground in Donbas, the People’s Republic of China celebrates its 75th anniversary by dialing up coercion in the South China Sea, and Shigeru Ishiba succeed Fumio Kishida as Japan’s 65th prime minister.

If it goes up in the air and especially if it goes fast, former Director of Defense Research and Engineering and Air Force chief scientist Dr. Mark Lewis has been deep in the details. He joins us to update the latest technologies on and coming to the battlefield, including a great primer on hypersonics. And we have this week’s headlines in airpower. Powered by GE!

Mike Smith, the president and CEO of Hanwha Defense USA, joins Defense & Aerospace Report Editor Vago Muradian to discuss the company’s sweep of products, approach to expanding in the US market, it’s investment strategy for growth including $100 million acquisition of a Philadelphia shipyard, key to driving innovation the innovation and capacity gains the Pentagon seeks, lessons from his tenure at BAE Systems on growing a US subsidiary of a foreign company in the United States, where he expects from the company in 10 years and at the Association of the United States Army’s upcoming conference and tradeshow.

Dan Tenney, the vice president for strategy and business development at Lockheed Martin Rotary and Mission Systems, joins Defense & Aerospace Report Editor Vago Muradian to discuss lessons from the Ukraine war that are shaping his $16 billion enterprise; the capabilities the US Army needs to counter China, Russia and other threats; the keys to scaling hardware and software; supporting to nations increasingly seeking sovereign capabilities; competing in a market where the Pentagon is increasingly rewarding innovative firms that invest to more economically develop products that address military needs; and whether DoD clearly understands the big problems it needs to solve.

On today’s program, sponsored by HII, Dr. Dov Zakheim of the Center for Strategic and International Studies discusses what’s next now that Israel has killed Hezbollah leader Hassan Nasrallah and other of the Lebanese Shia militia’s top commanders as well as truck Houthi targets in Yemen; how the moves could help deter Tehran from further provocations; and challenges associated with impending Israeli ground operations in Southern Lebanon; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the broader investment implications of continuing unrest in the Middle East; broader geoeconomic and geopolitical takeaways from the Atlantic Council’s GeoEconomics Forum in New York last week, including Russia’s improving if more expensive defense capabilities and that the US-China relationship is “stabilizing,” 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 host Vago Muradian discuss Wall Street sets another record on sinking inflation and more Fed rate cuts; Boeing’s strike continues as questions aspire about CEO Kelly Ortberg’s leadership; the National Transportation Safety Board recommends action on Boeing 737 jetliners after a recent rudder incident on a United Airlines flight; HII’s Newport News Shipbuilding discovered and reported to the Navy that one of its workers had “knowingly” made defective welds in submarines and aircraft carriers, although not in critical areas; suddenly blended-wing-body aircraft have become all the rage as the COP29 climate summit prepares to convene Nov. 11-22 in Azerbaijan; President Biden’s denial of permission for Western nations to allow Ukraine to use donated weapons against Russia; budget challenges across Europe; and a far right win in Austria.