Podcasts about aerodynamic advisory

What needs to go into converting the Qatari plane gifted to the US into Air Force One and make it safe and secure? Tommy talks with Richard Aboulafia, Managing director of AeroDynamic Advisory. He's an expert in military aircraft

If President Trump accepts a 747 from Qater, what would it take to actually convert it to Air Force One? Tommy talks with Richard Aboulafia, Managing director of AeroDynamic Advisory. He's an expert in military aircraft

AeroDynamic Advisory's Kevin Michaels joins Aviation Week editors to discuss the worrisome implications for the industry.

Political campaign charter aircraft, tariffs and the aerospace industry, Boeings NGAD fighter contract, the adaptive cycle engines to power it, corrosion issues on A220 jetliners, the shutdown of Heathrow, and the resilience of airports to power outages. Guest Jonathan Tasler is Vice President at Advanced Aviation Team. He manages charter aircraft for political campaigns and high-net-worth VIPs. We learn what is involved in transporting presidential and other political candidates, and Jonathan tells us some interesting stories. Jonathan describes how he ensures that a political campaign charter is flown safely to the intended destination on time. We learn that the charter requirements can change as a campaign progresses and presumptive candidates emerge. For example, larger dedicated planes with special campaign livery can become necessary. Jonathan explains how critical it is that candidates do not miss major events. Sometimes he even arranges backup planes and standby crews. We also discover why some charter airlines don't want to be involved in political campaigns and others are happy to be part of a campaign. Jonathan also tells us about campaign security and how the Secret Service may participate in some flights. Jonathan is a veteran of political campaign charters. He grew up in the industry as his father coordinated all the charters for the Bush/Quayle campaign. Over the years, Jonathan has worked with both Republicans and Democrats, including George W. Bush, John Kerry, Mitt Romney, Hillary Clinton, Bernie Sanders, Joe Biden, and many others. He coordinated aircraft charters for a major party candidate in every US Presidential Campaign cycle since the Bush/Cheney campaign in 2000. Find Advanced Aviation Team at their website, on X, Instagram, Facebook, and LinkedIn. Some political campaign charter incidents: John Edwards' Campaign Plane Makes Emergency Landing - John Edwards' Boeing 727-200 had to make an emergency landing after a press member's battery exploded in the overhead bins. Ann Romney's Plane Makes Emergency Landing - Ann Romney had electrical fire and smoke in the cabin of Challenger 600 and made an emergency landing in DEN. John Kerry's Boeing 757-200 developed a crack in the windshield in flight. This subsequently developed into a complete spiderweb. Obama plane incident could have been disaster - Barack Obama onboard Midwest Airlines MD81 had control surface issues after an inflatable slide opened in flight. ‘Several failures' led to 2016 plane crash with Vice President Mike Pence, investigation says - Mike Pence's Eastern Airlines B737 overran the runway at LGA. (Not an Advanced Aviation Team contract.) Aviation News Trump's Tariffs Could Deal a Blow to Boeing and the Aerospace Industry The aerospace industry is concerned that tariffs on aluminum and steel will raise manufacturing costs. There is particular concern about tariffs on Canadian and Mexican products since the North American aerospace supply chain is highly integrated. At a recent investor conference, Boeing's chief financial officer said the direct effects of the tariffs on Boeing would be limited, however, they could impact companies further down the aerospace supply chain. Those suppliers have struggled with material and labor shortages. Kevin Michaels, a past guest and a managing director of the AeroDynamic Advisory consulting firm, said the tariffs could raise costs for the aerospace industry by about $5 billion annually. Boeing wins Air Force contract for NGAD next-gen fighter, dubbed F-47 The U.S. Air Force has awarded the contract to develop the Next Generation Air Dominance (NGAD) fighter. Lockheed Martin competed with Boeing for the F-47 sixth-generation fighter, while Northrop Grumman dropped out of the competition in 2023. The Engineering and Manufacturing Development (EMD) contract is thought to be worth about $20 billion.

Aerospace giant Boeing has had big problems to overcome since the crashes of two of its 737 Max aircraft. Its situation was compounded this year with another safety scare and a strike losing it billions of dollars. It has a new CEO who has pledged to return the company to its engineering roots and away from cost cutting and in October, Boeing managed to raise 21bn US dollars by issuing new shares in the company. However, catching up on lost production will take time and money and financially the company is nowhere near out of the weeds.Can Boeing regain the trust of regulators, airlines and passengers? Contributors: Richard Aboulafia, AeroDynamic Advisory, a US aerospace consultancy Sharon Turlep, an aviation industry reporter at the Wall Street Journal Christine Negroni, an aviation journalist specialising in safety Scott Hamilton, aviation analystPresented by David Baker. Produced by Bob Howard. Researched by Matt Toulson. Edited by Tara McDermott. Mixed by David Crackles.

We review The Aerospace Event with two of our fellow presenters there – Richard Aboulafia, who you know from our business report, and Dr. Kevin Michaels, both managing directors at AeroDynamic Advisory. And we have the week's headlines in airpower. All powered by GE!

From delivery rates to junk ratings, book-to-bill ratios to engine spares, listen in to hear about the wide-ranging implications of Boeing's machinists going on strike. Guest columnist Richard Aboulafia of AeroDynamic Advisory joins Aviation Week's Joe Anselmo, Michael Bruno and Dan Williams to discuss.

Space Money: Starliner, A 737 Max Felony, and a New Boeing CEO With Boeing's Starliner human-rated capsule safely on the ground, the Crew Flight Test mission has ended, but with incidents and without its crew, Suni Williams and Butch Wilmore. Boeing, a major supplier of space vehicles and services to NASA and the U.S. Space Force, is at a crossroads with a new CEO in charge. What should Boeing do? Laura Winter speaks with Richard Aboulafia, Managing Director at AeroDynamic Advisory; Todd Harrison, Senior Fellow at the American Enterprise Institute; and Clayton Swope, Deputy Director of the Aerospace Security Project and Senior Fellow in the International Security Program at the Center for Strategic and International Studies (CSIS).

Kelly Ortberg has a stellar track record as an aerospace CEO, but he faces momentous challenges in Seattle. Aviation Week's Joe Anselmo and Michael Bruno discuss Ortberg's appointment with guests Kevin Michaels, a contributing columnist and managing director of AeroDynamic Advisory, and analyst Scott Mikus, who covers aerospace and defense at Melius Research.

Hot wars mean a very hot air power market. Fortunately, the number one aerospace market analyst in the world just happens to be our friend Richard Aboulafia of the AeroDynamic Advisory consultancy. We focus his global strategic expertise on airpower, with illuminating results.  Powered by GE!

This is Matt Reustle. We are back in the world of aviation today, breaking down Embraer. Embraer has carved out an interesting niche, manufacturing regional jets, business jets, and military aircrafts. Our guest is Richard Aboulafia, Managing Director at AeroDynamic Advisory and long-time aviation analyst and consultant. We break down how this aviation success story grew out of Brazil, the evolution of the regional jet market, the business jet market, & tap into military aircrafts, and, of course, we cover the opportunity presented by Boeing today. Please enjoy this breakdown of Embraer. Interested in hiring from the Colossus Community? Click here. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- This episode is brought to you by Public. A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account. This episode is brought to you by Tegus, the go-to destination for bold investing. The investment research platform trusted by 95% of the top 20 global private equity firms just got even better. Building on their solid reputation for expert insights, Tegus has expanded to become the first true all-in-one research platform. The new Tegus makes diligence faster, easier, and more convenient than ever before. Your Tegus license gives you access to over 70,000 expert transcripts, more than 4,000 fully drivable financial models, and exclusive datasets like company management checks, industry KPIs, hard-to-find non-GAAP data, and more. Tegus is the fastest way to learn about a public or private company and the most cost-effective way to conduct investment research — now all under one roof. Learn more and get your free trial at tegus.com/patrick. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @JoinColossus | @patrick_oshag | @zbfuss | @ReustleMatt | @domcooke Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Business Breakdowns (00:04:49) Embraer's Strategic Positioning in the Aerospace Market (00:05:54) The Fascinating Origin Story of Embraer (00:08:27) Key Figures Behind Embraer's Rise (00:09:33) Embraer's Breakthrough in the U.S. Market (00:10:25) The Evolution of Embraer's Business Model (00:11:07) Comparing Embraer with Boeing and Airbus (00:12:00) Dynamics of the Regional Jet Market (00:15:44) The Future of Regional Aviation and Embraer's Role (00:19:24) Exploring Embraer's Defense and Military Segment (00:24:03) Embraer's Potential Amidst Boeing's Challenges (00:28:48) The Intricacies of Jet Manufacturing and Sales (00:30:15) Embraer's Competitive Landscape and Challenges (00:31:03) Navigating Currency Volatility and Hedging Strategies (00:32:01) Defense Sector Dynamics and Geopolitical Influences (00:33:33) Aftermarket Revenue and Replacement Cycles (00:37:05) Embraer's Strategic Aspirations and Boeing Partnership Dynamics (00:43:58) Bombardier's Shift and Market Dynamics (00:46:56) Assessing Risks and Opportunities for Embraer (00:49:05) Key Lessons from Embraer Learn more about your ad choices. Visit megaphone.fm/adchoices

Richard Aboulafia, director General de AeroDynamic Advisory, consultora que ha trabajado con Boeing, explicó en diálogo con Mañanas Blu, con Camila Zuluaga, a qué se deben los incidentes que, durante los últimos días, se han presentado en distintas partes del mundo con aviones Boeing.See omnystudio.com/listener for privacy information.

On today's program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners and Richard Aboulafia of the AeroDynamic Advisory consultancy discuss Boeing's leadership changes as the giant struggles to overcome quality and program execution problems, merits of union representation on the company's board, notes on Congress' last-minute appropriations measures to keep government open including the Pentagon, the upcoming election and its defense implications, takeaways from HII's Investor Day, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

Troubles at Boeing just keep piling up, along with existential questions about the company's future. Not only is Boeing enormously important to US manufacturing, but it's also a major defense contractor for the US government and a big employer, which means its fortunes are of interest to more than just shareholders. So just how bad are the difficulties facing Boeing at the moment and what is the planemaker planning to do about it? On this episode, we speak to Richard Aboulafia, managing director of AeroDynamic Advisory, about Boeing's history and future. He talks about lesser-known developments at the company, including its recent decision to dissolve its firm-wide strategy unit, and the decisions that go into developing new aircraft.See omnystudio.com/listener for privacy information.

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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets as Wall Street surges to record territory after the Federal Reserve says will cut borrowing rates over the coming three years; takeaways from the $886 billion National Defense Authorization Act, the rising cost of the US Air Force's Ground Based Strategic Deterrent by Northrop Grumman; Boeing and Raytheon get new top leaders; Britain, Italy and Japan sign a treaty to partner on the Global Combat Air Program; the five competitors for USAF's Collaborative Combat Aircraft contest; and Chemring, British tanks and outlook for Ukraine aid.

The vulnerability of the aerospace supply chain is something we're all well aware of. But when focusing on specific commodities, a worrying picture emerges.   Considering that the industry gets its titanium from Russia, and that there hasn't been much effort put towards de-risking the supply, we have a major issue. At the same time, with 18-24 month lead times, high strength steel is also clogging up the supply chain and causing major bottlenecks.   How does it dig itself out of these specific supply chain difficulties? What are some of the other pressing issues affecting aerospace?   In this episode, I'm joined by leading industry expert, and principal and partner at Aerodynamic Advisory, Kevin Michaels. We talk about aerospace's biggest challenges and steps we can take to overcome them.   Here we are, 18 months after the invasion of Ukraine, and we find ourselves extremely dependent as an industry on Russian titanium. - Kevin Michaels    Things You'll Learn In This Episode   -The issue no one's talking about: Boeing has made significant strides to wean itself off Russian titanium, but is it enough?   -How the industry is managing under supply chain constraints The titanium supply chain is only hobbling along because of a suppressed demand. How catastrophic would this have been for the industry in previous years?   -Growing while under threat From Boeing to Airbus, what are the challenges OEMs are facing in this current economic climate?   -Beware of the “no” crowd With the challenges the industry is already facing, is the ESG consideration making the economics more difficult?   Guest Bio   Kevin Michaels is Managing Director of AeroDynamic Advisory, a speciality consulting firm focused on the global aerospace and aviation industries. He has 31 years of experience, including hundreds of consulting engagements for leading aviation and aerospace companies across the globe. Kevin is a globally recognized expert in the aerospace manufacturing and MRO sectors, and has significant expertise in business-to-business marketing, customer satisfaction, M&A advisory, technology assessment, cluster development, and strategic planning. His experience spans all major market segments, including air transport, business & general aviation, and military.   Previously Dr Michaels was a Vice President with ICF International's Aerospace & MRO consulting practice from 2011 – 2016. He was a co-founder and partner with AeroStrategy from 2001-2011, until its acquisition by ICF. Previously, Dr. Michaels was Director – Strategic Development with Rockwell Collins Government Systems, and Principal with The Canaan Group, an aerospace consultancy. He began his career as a project engineer with aeroengine supplier Williams International. Dr. Michaels holds BS – Aerospace Engineering and MBA degrees from the University of Michigan, and MSc and PhD degrees in International Relations from the London School of Economics.   He is a contributing columnist to Aviation Week & Space Technology and chairs the advisory board of the University of Michigan's Aerospace Engineering Department. In 2016, he joined the Board of Directors of aircraft parts distributor Kapco Global Proponent. For more information, head to https://aerodynamicadvisory.com/ and https://www.linkedin.com/in/kevin-michaels-3025914.    Learn More About Your Host:   Co-founder and Managing Partner for Northstar Group, Craig is focused on recruiting senior-level leadership, sales, and operations executives for some of the most prominent companies in the aviation and aerospace industry. Clients include well-known aircraft OEMs, aircraft operators, leasing / financial organizations, and Maintenance / Repair / Overhaul (MRO) providers.    Since 2009 Craig has personally concluded more than 150 executive searches in a variety of disciplines. As the only executive recruiter who has flown airplanes, sold airplanes, AND run a business, Craig is uniquely positioned to build deep, lasting relationships with both executives and the boards and stakeholders they serve. This allows him to use a detailed, disciplined process that does more than pair the ideal candidate with the perfect opportunity and hit the business goals of the companies he serves. 

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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets; update on Airbus and Boeing 2023 deliveries; as Boeing passes on a new jetliner, Airbus eyes two programs to succeed A320, and could ask governments for launch aid; Boeing's decision to eliminate its corporate strategy function; the possible implications of the V-22's grounding; European view of the Ukraine war as gloominess in Washington grows; and criticism of Germany's arms export approach.

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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets, Wall Street's view of the US defense spending outlook as lawmakers work toward a budget deal, Germany's rearmament drive, Rolls-Royce's capital markets day and plans to exit electric propulsion, big week for Boeing as 787 deliveries to China are to resume and P-8 Poseidon win in Canada, but the company is eliminated from USAF contest to replace E-4B “doomsday” nuclear command and control planes, more change at Spirit AeroSystems as Textron cuts workforce, and worries over the safety of America's air traffic control system.

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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets, the rebound in air travel that surpasses 2019 record, FAA decision to clear Boeing's 737 Max 10 for flight testing, takeaways from Rheinmetall and Hensoldt's capital market days, shifting investor sentiment on outlook for defense spending, future of Airbus Defense & Space, implications of jamming over the Middle East and around Ukraine that's interfering with commercial air travel, and the rationale for a larger generation of unmanned aircraft for the Royal Navy.

What's in store for aircraft manufacturers over the next decade? Richard Aboulafia, Managing Director at AeroDynamic Advisory, walks us through his journey through aviation and how he thinks about the current state of the industry.We talk Boeing, Airbus, and emerging technologies in this latest episode.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, and Richard Aboulafia of the AeroDynamic Advisory consultancy, join Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets as inflation declines and Congress funds the government through mid-January, Babcock and BAE Systems earnings as well as AUKUS newsflow, takeaways from President Biden's summit meeting with China's Xi Jinping and the Dubai Airshow, Boeing's decision to eliminate its top strategy post, and the General Atomics Aeronautical Systems' Mojave short-takeoff and landing variant of the Predator makes history by taking off and landing aboard HMS Prince of Wales.

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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets as US firms including RTX and Spirit AeroSystems raise funds, as the US government faces another shutdown threat; third quarter earnings from Airbus, Chemring, Hensoldt, Leonardo, Rheinmetall, TransDigm; Airbus' relationship with Spirit AeroSystems; pre-reports; Federal Aviation Administration recommends grounding business jets powered by Pratt & Whitney engines that may contain components made of potentially contaminated powdered metal; GE Aerospace pays nearly $10 million to settle accusation it furnished the Army and Navy with parts that were improperly inspected or not to specification; Boeing subjected to apparent ransomeware attack that leads to disclosure of propriety data; and storyline expectations from the Dubai Airshow.

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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets as the Federal Reserve increase in short term borrowing rates slow new jobs growth; earnings trends as Bombardier, BWXT Technologies, Garmin, HII, Howmet, Leonardo DRS, Parsons, Thales report third quarter earnings and Spirit AeroSystems pre-reports; implications of Germany quitting partnership in the SCAF future fighter effort with France and Spain to join the British-led Tempest or Global Combat Air Program with Italy and Japan; the future of combat air capabilities and the balance between manned systems like Tempest, SCAF and the US Air Force's Next Generation Air Dominance program and sophisticated unmanned efforts like the Collaborative Combat Aircraft; the apparently different approaches of the two NGAD competitors — Boeing and Lockheed Martin; Lockheed Martin's “re-scoped” reconnaissance capability; the surging global growth of Korean industry; and Russia's war on Ukraine.

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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets as the US economy continues to roar; increasing concern that NATO is approaching the bottom of its weapons barrel as Russia's war on Ukraine continues and Israel's needs further strain limited supplies; Lockheed Martin's decision to not pursue next batch of USAF tankers prompting Airbus to press ahead on its own; analysis of third quarter earnings as Boeing, CACI, CAE, Crane, GD, GE, Hexcel, Kongsberg, L3Harris, MTU, Northrop Grumman, RTX, Saab, Safran, Teledyne, and Textron report; Beta Technologies flies it's ALIA all-electric aircraft 2,000 miles from Burlington, Vermont, to Elgin Air Force Base in Florida.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. "Rocket" Ron Epstein of Bank of America Securities and Richard Aboulafia of the AeroDynamic Advisory consultancy join Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets, continuing chaos on Capitol Hill, President Biden's $105 billion aid request for Ukraine, Israel and Taiwan, Boeing's new agreement with Spirit AeroSystems, Lockheed Martin's third 2023 quarter earnings and expectations for the group as they report over the coming weeks, capabilities Ukraine needs as it employs ATACMS missiles and unconventional means to retake territory occupied by Russia, challenges Israel faces in fighting Hamas in Gaza, and takeaways from the National Business Aviation Association's conference.

Episode Summary: In Episode 151 of the Aerospace Advantage, The Backbone of Aerospace Production: Understanding the Supplier Base, John “Slick” Baum discusses what it'll take to ensure America's aerospace industrial base can meet demand with industry expert Richard Aboulafia, Managing Director at AeroDynamic Advisory, and Karl Hutter, President & CEO of Click Bond, a leading supplier. The U.S. and its allies are in the middle of rebuilding their air forces to meet the challenges of an evolving threat environment. Considering that these countries largely still fly aircraft from the Cold War, the need for this modernization is acute. Everyone wants new aircraft now, but manufacturing lines can only accommodate so much, so fast—especially with a concurrent surge in demand for commercial airliners. Companies are trying to expand their capacity to produce, but that's far easier said than done. In this episode, hear directly from the individuals deep in the industrial base who literally build the future of airpower—we'll explore how they contribute, their strengths, and the risks that are in play so that we better understand what it'll take to ensure we have an industrial base that can meet demand. Credits: Host: John "Slick" Baum, Senior Fellow, The Mitchell Institute for Aerospace Studies Producer: Shane Thin Executive Producer: Douglas Birkey Guest: Richard Aboulafia, Managing Director, AeroDynamic Advisory Guest: Karl Hutter, President & CEO, Click Bond Links: Subscribe to our Youtube Channel: https://bit.ly/3GbA5Of Website: https://mitchellaerospacepower.org/ Twitter: https://twitter.com/MitchellStudies Facebook: https://www.facebook.com/Mitchell.Institute.Aerospace LinkedIn: https://bit.ly/3nzBisb Instagram: https://www.instagram.com/mitchellstudies/ #MitchellStudies #AerospaceAdvantage #space Thank you for your continued support!

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Richard Aboulafia of the AeroDynamic Advisory consultancy, and Dr. Kevin Michaels, AeroDynamic Advisory's managing director, join Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets as annual inflation drops but gas and rents rise; how investors are responding to continuing GOP chaos on Capitol Hill and Israel's expanding war on Gaza in the wake of Hamas' deadly terror attacks; supply chain issues complicating US ability to act as arsenal of democracies to replenish its depleted stocks as well as Ukraine, Israel and Taiwan; how global defense is changing; lessons from Ukraine and the sophisticated Hamas attack on Israel; implications of Boeing's delivery of only 15 737 jetliners because of production problems at Spirit AeroSystems; and look at the future of commercial aircraft propulsion.

On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securties, Richard Aboulafia of the AeroDynamic Advisory consultancy, and JJ Gertler of the Teal Group as well as co-host of The Airpower Podcast discuss lessons from Hamas' terror attack on Israel and the Ukraine war, why nations consistently forget hard earned lessons, how the global defense industrial environment is changing, the budget outlook and how growing debt and rising interest rates may impact future spending and more with Defense & Aerospace Report Editor Vago Muradian from the sidelines of The Aerospace Event in Washington, DC.

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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets as strong US jobs growth raises prospect of more Federal Reserve interest rate hikes, air travel outlook, change in management at Spirit AeroSystems as Boeing eyes raising 737 production rate to 57 jetliners a month, Rheinmetall's articulacy ammunition contract for Germany and Ukraine moves ahead, Poland selects Thales combat system for the country's frigates, Ukraine's Antonov Europe's ADS aerospace and defense trade group, look at Saab's new A26 submarine, and what to expect from the Association of the United States Army's annual conference and tradeshow next week.

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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets including prospect of more Federal Reserve hikes in borrowing rates to achieve 2 percent inflation target, Europe's lowest inflation rate in two years, investors continuing concern with RTX's geared turbofan issues and impact on Airbus, Airbus announcement that Christian Scherer will head the giant's commercial aircraft arm, Air France's A350 and Air Canada's 787 orders, Germany's surging defense spending, Czech Republic's makes official its purchase of 24 F-35 Lightning II fighters, impact of Sen. Bob Menendez stepping down from his chairmanship of the Senate Foreign Relations Committee, Saab prepares to roll out new A26 submarine, and a look ahead at the Up Summit.

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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets including realization that interest rates may remain high, lingering impact of RTX's geared turbofan announcement on partner MTU and engine user Airbus as well as capacity issues if large numbers of jets are grounded for maintenace, whether the airline industry has too much capacity, whether the “great retirement” of experienced talent during the pandemic is causing program performance problems across the industry and if that experienced talent now at innovative smaller firms can help create a new generation of entrants into the market, NetJet's agreement to order up to 1,500 jets from Textron, implications of parked commercial passenger and cargo aircraft, King Charles III's successful state visit to France and whether it will help improve Anglo-French relations including on defense programs, update on Ukraine war as President Volodymyr Zelenskyy seeks more arms and Kyiv strikes the headquarters of Russia's Black Sea Fleet, and how ATACMS could change the course of the war if the White House eventually approves the weapon for export.

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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets, implications of parked commercial passenger and cargo aircraft, Vietnam Airlines order for 50 Boeing 737 Max jetliners, RTX's $3 billion charge on Geared Turbofan engine problems that will ground 350 jetliners a year through 2026 to repair, rationale for downgrading RTX stock, GE's decision to sell down AerCap stake, and key takeaways from DSEI tradeshow and Air Force Association's Air Space Cyber conference.

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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets, analysis of Lockheed Martin's announcement that TR-3 variant of F-35 Lightning II fighter won't be ready for production until next year, Michael Whitaker's priorities if confirmed as next FAA administrator, Ron Epstein's vision for Boeing's next jetliner, Poland's $2 billion order for Kongsberg missiles, implications of Elon Musk's decision to foil a Ukrainian attack on Russia's Black Sea Fleet to avoid being involved in escalation of war as Pentagon looks to increase its reliance on commercial suppliers, DoD's Replicator effort to mass produce unmanned systems and Anduril acquisition of Blue Force and the company's Fury uncrewed fighter, and what to expect from this year's AFA conference and DSEI tradeshow.

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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets, Commerce Secretary Gina Raimondo's trip to Beijing and trade outlook as China's demonstrates that US chip sanctions aren't stopping it from developing semiconductors without American content, balancing Washington's Buy American rhetoric with the Pentagon's drive for allies and partners worldwide to more quickly produce weapons, the US Navy's announcement that Boeing, Lockheed Martin and Northrop Grumman are the three competitors for it's FA-XX future combat aircraft program, Ukraine makes progress on its counteroffensive, Lockheed Martin to establish F-16 training in Romania, and discovery of counterfeit CFM engine parts.

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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets, decline in passenger and cargo traffic, Boeing prepares to renew deliveries to China as Beijing-Washington tensions rise, explanation for rise in near misses in the US air travel system, new 737 production issue at Spirit AeroSystems, Indonesia and Poland confirm their respective F-15 EX fighter and AH-64 attack helicopter orders, Brasil orders more Gripen E jets as the US Marine Corps raises its CH-53K buy, Lockheed Martin secures Lot 19 F-35 contract, and Ukraine war update.

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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets, global impact of China's economic woes on air travel, reports that IndiGo is preparing to order 25 Boeing 787 Dreamliners, BAE Systems' proposed $5.6 billion acquisition of Ball Aerospace, US Air Force's $235 million contract to team led by JetZero that includes Northrop Grumman and RTX to develop and build a potentially game-changing blended wing body aircraft, potential defense budget implications as nations struggle with mounting climate disasters as security challenges loom, Washington clears Denmark and the The Netherlands to train Ukrainian pilots on the F-16 and transfer jets to Kyiv.

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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets as inflation ticks up and investors debate when the Federal Reserve will start cutting short-term borrowing rates intended to fight inflation, whether current inflation is high relative to historical norms, look at CAE, Garmin, RocketLab, Rheinmetall, Spire, Teledyne, TransDigm earnings, Romania orders F-35 Lighting II fighters from Lockheed Martin as Indonesia orders 18 additional Rafale's from Dassault Aviation, F-16 order book grows as US prepares to clear jets for Turkey as the Fighting Falcon prepares to celebrate its 50th anniversary, update on Ukraine's counteroffensive and Russia's efforts to intimidate shipping in the Black Sea.

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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets as the Fitch downgrades US credit from AAA to AA+ over concerns that Washington has no plan to deal with burgeoning debt and new job creation was weaker than expected, look at second 2023 quarter earnings as Air Lease, AerCap, BAE Systems, Bombardier, Chemring, Garmin, HII, Howmet, Leidos, Parsons, Rolls-Royce, Spirit AeroSystems, and Triumph report, munitions production as Russia continues to deplete Ukrainian and Western stocks, and US Air Force awards Archer Aviation a contract for six of the company's Midnight air taxis to test the utility of the concept in military operations.

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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets as recession fears abate, a look at second 2023 quarter earnings as Airbus, Boeing, GD, L3Harris, Leonardo, Northrop Grumman, Safran, RTX and others report, Northrop Grumman's revelation it won't pursue the US Air Force's Next Generation Air Dominance contract as a prime contractor, RTX discloses 1,200 Pratt & Whitney Geared Turbofan engines need accelerated inspections, and analysis of billions of dollars in Safran and Thales acquisitions.

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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets, United Airline's deal with pilots and implication for air travel especially at the front of the cabin as prices soar, analysis of second quarter 2023 earnings at Babcock, Dassault, Lockheed Martin, Saab and Thales, Dassault's low production rate, German Chancellor Olaf Scholtz's comments on Saudi Arabia and implications for future defense programs including on combat aircraft, and Western production of weapons including air and missile defenses as Russia deliberately saturates Ukraine's defenses to deplete Kyiv's American and European stocks.

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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets.

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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets

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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets in the wake of Wagner Group CEO Yevgeny Prigozhin aborted mutiny, how Russia changes as a threat after the chaotic weekend that saw mercenary forces advance to within 125 miles of Moscow, prospect of increased French defense spending and Berlin's plan to invest up to 10 billion euros on ammunition and combat vehicles, lessons from the widespread flight cancellations across the United States as Americans head on vacation before Independence Day, the impact of the new agreement between Spirit AeroSystems management and its union that will yield a 36 percent pay raise, the US Army's decision to select GD Land Systems and Rheinmetall for the Optionally Manned Fighting Vehicle program to replace the Bradley Fighting Vehicle, Leonardo partners with Hanwha on Advanced Electronically Scanned Array radar technology, China's flight test of a J20 fighter equipped with Chinese-made WS15 engines and what the development means for Comac's C919 airliner, and the FAA's awarding of a special airworthiness certificate to Joby Aviation to allow the company to deliver its first production electric vertical takeoff and landing aircraft to the US Air Force next year under the Agility contract valued at up to $131 million.

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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets, worldwide implications of a new four-year labor contract for Spirit AeroSystems' workers that might yield a pay raise great than the 34 percent deal rejected by members, and analysis of key headlines from the 54th Paris Air Show including commercial aircraft orders, revelation that three demonstrators were built for the US Air Force's top priority and top secret Next Generation Air Dominance combat aircraft program and that the service selected two teams to compete for the final order, and an update on the Franco-German-Spanish SCAF fighter program that now includes Belgium as an observer, and European air and missile defense efforts.

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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets as defense spending uncertainty returns to Washington, industry wide implications of Spirit AeroSystems' new contract with unionized workers that if approved would raise pay by 34 percent, news reports that Ball Corp. is considering selling its aerospace unit for more than $5 billion, a progress report on the UK-Italy-Japan Global Combat Aircraft Program and some of the characteristics of the new fighter, key storylines from the 54th Paris Air Show including whether commercial aircraft orders will set a new record and the Franco-German-Spanish SCAF fighter program, plus a Ukraine war update.

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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets as investors weigh commercial real estate worries and prospects that Congress might not plus up Pentagon spending, the International Air Transport Association's new traffic numbers and outlook on sustainable aviation, the concern that airlines are ordering too many airplanes in large blocks, Airbus delivery figures, defense sentiment as Ukraine launches its counteroffensive, and themes for the upcoming Paris Air Show that convenes the week after next at the historic airfield at Le Bourget outside the French capital.

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 Defense & Aerospace Report Editor Vago Muradian to discuss Wall Street's reaction to the debt deal that cut government spending and capped the Pentagon's budget, whether there are work arounds that will boost resources for the Pentagon, economic outlook and how the Federal Reserve will respond to more positive jobs numbers, analysis of comments by Boeing CEO Dave Calhoun on how the trussed-wing transsonic technology demonstrator the company is developing for NASA could shape future single-aisle jetliners, Cathay Pacific's interest in freighter version of the 777X, expectations that IndiGo will place 500-plane order with Airbus, and whether Ukraine will be able to get the 50 Patriot batteries it says it needs to help it achieve air superiority as it prepares to launch its offensive.

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 Defense & Aerospace Report Editor Vago Muradian to discuss how Wall Street and world markets will view the deal between President Biden and House Speaker Kevin McCarthy to avert a US debt default, defense and aerospace stock performance on US and European markets, impact of congressional calls that Defense Secretary Austin investigate contractors for price gouging in the wake of a 60 Minutes report and charge that Boeing refused to select pricing data on more than 10,000 replacement parts on defense sentiment and future spending as was the case in the 1980s,re-election of Recip Tayyip Erdogan on Turkey's national security outlook, QinetiQ earnings and AUKUS outlook, China Eastern makes first passenger flight with Comac's C919 jetliner, Airbus says it won't modify A220 to replace A320, Riyadh Air's interest in at least 150 Boeing 737 Max aircraft, Czech Republic's $2.4 billion order for CV90 combat vehicles, and what's next as Ukraine's offensive looms.

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 Defense & Aerospace Report Editor Vago Muradian to discuss market reaction to prospect that Washington may be nearing a debt deal and implications for defense spending, the implications on trade as G7 continues to sharpen sanctions on Russia and works to counter Beijing's economic coercion, reports Biden administration will allow F-16 fighter operator to transfer their aircraft to Ukraine, Britain's pilot training program, Boeing's Cascade Climate Model Tool, Rolls-Royce's UltraFan program, VistaJet's financial woes, vulnerability of towed artillery in Ukraine, and impact of impact of Recip Tayyip Erdogan remaining in power.

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 Defense & Aerospace Report Editor Vago Muradian to discuss how US and overseas markets view a possible US debt default and how this latest debt drama is driving the development of new reserve currencies as an alternative to the US dollar including the Euro, prospect of future interest rate hikes by the Federal Reserve as inflation slows, whether central bankers will curb inflation without causing a recession, Germany's order for 60 CH-47F Chinook helicopters from Boeing to replace the country's fleet of CH-53 helicopters and what the deal means for Sikorsky's CH-53K, the news that the T-7 Red Hawk trainer by Boeing and Saab for the US Air Force will be delayed by three years, NetJets' $5 billion order for up to 250 Embraer Praetor 500 business jets, Turkish Airlines' interest in up to 800 new jetliners, Virgin Orbital and Rocket Lab earnings, order for 300 Boeing 737 Max jets by Ryanair, and Germany's latest $3 billion arms package for Ukraine that includes more tanks, vehicles, air defense missiles and ammunition.