Defense & Aerospace Report

On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the potential impact of the “Future of European Competitiveness” report drafted by former Italian prime minister and European Central Bank President Dr. Mario Draghi on behalf of the European Union; takeaways from the Chamber of Commerce’s Aerospace Summit, the Future of Defense event by New America and Arizona State University, and Morgan Stanley’s Laguna conference including analysis of Northrop Grumman CEO Kathy Warden’s comments that the company could reenter the stealthy fighter element of the Air Force’s Next Generation Air Dominance effort if the service makes requirements changes; what to expect at the Air and Space Forces Association’s Air Space Cyber conference and tradeshow Sept. 16-18; 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’s best week of the year as Federal Reserve Chairman Jerome Powell announces roadmap to cut short-term borrowing rates; Boeing’s International Association of Machinists and Aerospace Workers overwhelmingly vote to strike; analysis of the market prospects for the innovative RISE engine developed by GE and Safran through their CFM partnership that just celebrated its 50th anniversary; Northrop Grumman CEO Kathy Warden says that the company is willing reenter the Air Force’s Penetrating Counter-Air program as service leaders reconsider the requirements for the key element of the Next Generation Air Dominance effort; Netherlands is buying six more F-35 fighters; the dual between Lockheed Martin’s C-130 and Embraer’s KC-390 transports; and what to expect at the Air and Space Forces’ Association’s annual Air Space Cyber conference next week.

Join prominent defense experts Dr. Patrick Cronin, Michael Herson, Jim Townsend, and Dr. Dov Zakheim as they dissect Congress's chaotic return. They delve into Senator Tuberville's blockade on military promotions and the national security ramifications of recent political debates. The discussion highlights the ongoing U.S. support for Ukraine and growing tensions in the Indo-Pacific, including North Korea's nuclear ambitions. Expect sharp insights on international alliances and the challenges posed by China and Russia amid shifting political dynamics.

The US Air Force is conducting simultaneous, ambitious programs to build aircraft, missiles, and other systems, all while reoptimizing for great power competition. The head of Air Force Materiel Command, General Duke Richardson, gets into the details, including Sentinel news. And the week’s headlines in airpower. Powered by GE!

On this month’s innovation conversation to highlight key topics in the countdown to the Apex technology and innovation conference next January in Washington, sponsored by Clarion Defence, Greg Allen, the director of the Wadhwani Center for AI and Advanced Technology at the Center for Strategic and International Studies, and Doug Berenson, a partner in the Aerospace, Defense and Government Services Practice at the Oliver Wyman consultancy, to discuss their commentary — “Why Is the U.S. Defense Industrial Base So Isolated from the U.S. Economy?” — the historic benefits of having a unitary national industrial base; how the defense industry became increasingly isolated from commercial industry and its implications on innovation, competition as well as scaling production;  how the US government can attract more commercial firms to the fold; importance of presidential leadership and the government making clear the big military problems it needs to solve to spur industry to find solutions; the challenges faced by the current innovation ecosystem; and the need to tap allied industrial capacity. To learn more about the Ap ex conference, sponsorship and attendance opportunities please visit apexdefense.org

On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, Amb. Mohammed Siad Doualeh, Djibouti’s ambassador to the United States as well as the country’s representative to the United Nations, discusses key issues that need to be addressed by world leaders when the United Nations General Assembly convenes in New York, whether the worst famine in four decades can be averted because of ongoing conflict in Sudan, how to address Houthi attacks in the Red Sea that have precipitated a drop in commercial traffic through the key waterway and threaten ecological disaster as ships are damaged and sunk, a survey of regional crises and progress made over the past year, how regional conflict and instability is driving global migration, combatting mpox now that the World Health Organization has declared the virus a public health emergency of international concern in the wake of an outbreak in the Democratic Republic of the Congo, countering Russian and Chinese dis- and misinformation, and advice on how the two US presidential candidates and campaigns should think of Africa through Election Day and beyond with Defense & Aerospace Report Editor Vago Muradian.

On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Analyses discusses mounting Russian pressure on Ukrainian forces in Pokrovsk and Chasiv Yar, the strategic importance of the two to Russian planes to gain ground in Donbas, Ukraine’s ability to stymie Moscow’s plans, Kyiv’s latest call to use Western arms against Russia, and the stability of Vladimir Putin’s regime as Ukrainian forces seize more ground in Kursk; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses “the surprises” from the Russo-Ukrainian war, how the US is countering Chinese economic coersion, Boeing’s importance for broader US industrial health and competitiveness, an analysis of the economic and tax policies of the two presidential candidates, 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 a down week on Wall Street ending in a hard sell off; Airbus and Embraer release their order and delivery figures; Pentagon acquisition and sustainment undersecretary Dr. Bill LaPlante’s decision to rescind a key approval for the the Milestone B approval of the US Air Force’s Sentinel Next Generation Strategic Deterrent program led by Northrop Grumman; the European Air Safety Agency has ordered inspections of Rolls Royce engines on Airbus 350-1000 jets after a fire on a Cathay Pacific airliner; Boeing’s unionized workers will vote Sept. 12 on whether to strike; the Air Force will buy from Boeing more of Leonardo’s MH-139 Grey Wolf helicopters; NASA prepares to return the Boeing’s StarLiner spacecraft to earth; with the Pentagon’s decision to extend the lifespan of the F-35 Lightning II fighter program from 2077 to 2088, the total program cost is up to $2 trillion even as unit prices for the jets are coming down; Philippine’s interest in 40 new combat aircraft.

Joining the discussion are Dr. Patrick Cronin, a senior fellow at the Hudson Institute; Michael Herson, CEO of American Defense International; and Dr. Dov Zakheim, former Pentagon Comptroller. They dive into the political dynamics as Congress reconvenes before the election. Key topics include the implications of Ukraine's military strategies and Russia's advances, U.S. political challenges with foreign interference from Russia and China, and the shifting landscape in Israeli politics under Netanyahu's leadership.

DoD’s Replicator initiative has been something of an enigma from the start. Veteran analyst Dr. Ted Harshberger joins us to explain where Replicator is now, what comes next, and how (or if) it fits with NGAD. Plus a 1985 munition proposal you never heard of. And, of course, we have headlines in airpower, all thanks to GE!