Defense & Aerospace Report

On this episode of the Defense & Aerospace Report Strategy Series, sponsored by General Atomics Aeronautical Systems, Amb. Bob Blackwill, a retired American diplomat and former ambassador to India who is now the Henry A. Kissinger senior fellow for foreign policy at the Council on Foreign Relations, and Richard Fontaine, the president and CEO of the Center for a New American Security discuss their new book — Lost Decade: The US Pivot to Asia and the Rise of Chinese Power — that dissects the Obama administration’s Asia Pivot that wasn’t and the gains that China has made over the past decade as a case for a more holistic US grand strategy toward Beijing and the world with Defense & Aerospace Report Editor Vago Muradian.

On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses Senate Armed Services Committee Ranking Member Se. Roger Wicker’s plan to quickly bolster US military capabilities to better deter China and Russia, whether the plan stands a change of success and outlook for defense authorizations and appropriations through the end of the year, the role of allies and partners in bolstering American and allied capabilities, look ahead to the G7 summit in Bari, Italy, defense and aerospace implications of far right gains in EU parliamentary elections that prompted French President Emmanuel Macron to call snap election, 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 aerospace and defense stock performance on Wall Street on stronger than expected US jobs growth dampens prospect of rapid interest rate cuts as the European Central Bank cuts borrowing rates; Airbus, Boeing and Embraer report May deliveries; Boeing’s CEO Dave Calhoun to testify before Congress on June 18 as the company’s Starliner spacecraft makes its maiden launch to orbit; SpaceX’s giant Starship makes its fourth and most successful flight; Chemring issues results and Kongsberg holds its capital markets day; more Eurofighters for Germany, more F-35s for Israel and France pledges Mirage jets to Ukraine; our team’s takeaways from visits to Poland and Washington; and the legacy of Apollo 8 astronaut and former General Dynamics Chairman and CEO Bill Anders who died June 7 at age 90 when his T-34 crashed in Washington state.

Experts from various institutions discuss defense budget moves, SASC Sen. Roger Wicker's defense spending proposal, President Biden and French President Macron promoting democracy, Trump and GOP retaliation threats, Biden's executive order on asylum seekers, Ukraine using US weapons against Russia, India's Narendra Modi reelection, tensions in Korea, and Israel escalating Gaza operations amid international pressure and Netanyahu's political challenges.

This week, we look at today’s airpower and yesterday’s. Dr. Tom Karako of CSIS brings us current on air and missile defense in the Middle East, Ukraine, and elsewhere. And a new monument to an American airman you may not have heard of; Kevin Billings joins us with the story of London’s new Billy Fiske memorial. Plus airpower headlines. 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, Bryan Clark, the director of the Center for Defense Concepts and Technology at the Hudson Institute think tank, discusses his June 12 Apex event — The New Iron Triangle: Achieving Adaptability and Scale in Defense Acquisition — highlighting a new report on how to better deliver needed capabilities at scale, challenges with the venture capital approach to funding a new crop of innovative defense companies and the government’s role in shepherding the worthiest ones to success, role of profit policies and prospect that government contractors can make commercial returns, lessons from the US Air Force’s recent Collaborative Combat Aircraft awards, role of  modularity, open architectures and rejecting nationality requirements in crafting a truly allied industry capability to address equipment needs and more with Defense & Aerospace Report Editor Vago Muradian. To learn more about the Apex conference, sponsorship and attendance opportunities please visit apexevents.org

On this episode of the Defense & Aerospace Report Strategy Series, sponsored by General Atomics Aeronautical Systems, Andy Hoehn, the former deputy assistant secretary of defense for strategy during the Bush administration who is now the senior vice president for research and analysis at the Rand think tank, and Thom Shanker, a former New York Times deputy Washington editor who is now the director of the Project for Media & National Security at George Washington University’s School of Media and Public Affairs, discuss their book — Age of Danger: Keeping America Safe in an Era of New Superpowers, New Weapons, and New Threats — with Defense & Aerospace Report Editor Vago Muradian.

On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses defense industry stock valuations and factors that would change investor sentiment, the prospect that Senate Armed Services Committee Ranking Member Sen. Roger Wicker’s proposed defense spending increase will become reality, the need for a broader national strategy to deter China and Russia, the role of more targeted economic warfare in the wake of the White House’s Daleep Singh’s comments last week at the Brookings Institution, more analysis if what former President Trump’s reelection might mean in 2025-2028 as well as impact his conviction on felony charges will mean for the election, what to expect from the upcoming Eurosatory land warfare exhibition in Paris and Berlin Air Show, 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 after weeks of strong gains, Boeing submits a safety plan to Federal Aviation Administration that declines to clear higher 737 production rates as top executives says certification of its Max 7 and 10 jets remains delayed, US and European weapons production is trending up but many worry it’s not fast enough whether for artillery shells or air defense weapons, Washington allows Ukraine to use American weapons to strike units in Russia that are attacking Kharkiv as French President Emmanuel Macron and NATO Secretary General Jens Stoltenberg argue member nations should let Kyiv use Western weapons strike legitimate targets, Pentagon Acquisition and Sustainment Under Secretary Dr Bill LaPlante says Northrop Grumman is on track to deliver the first 40 of some 100 B-21 Raider bombers on a fixed price basis of $550 million apiece in 2019 dollars, an analysis of recent Northrop losses and their impact on the company, and takeaways from the European Business Aviation and Exhibition in Geneva.

Dr. Patrick Cronin, Jim Townsend, and Dr. Dov Zakheim discuss Trump's felony charges and Biden's support for Ukraine against Russia. NATO's unity is tested over Ukraine, China-Japan-South Korea meeting insights, expectations for the Shangrila Dialogue in Singapore, and Israel's Gaza campaign impact on Netanyahu's popularity.