Podcasts about aerospace report

DEFAERO Daily Pod [Dec 01, 25] Week in Review & Byron Callan's Week Ahead by Defense & Aerospace Report, sponsored by Bell

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 host Vago Muradian to discuss a Wall Street ended a short trading week up on expectations of another interest rate cut by the Federal Reserve and strong Black Friday growth; Trump administration's push to pressure Ukraine to accept a peace deal that would be good for US and Russian companies; Europe seeks ways to defend itself and its interest without Washington's help; the race to return the flight control software on 6,000 or half the global Airbus A320 jetliner fleet to an earlier version that's less susceptible interference from solar flares; Poland's decision to pick Saab's A26 submarine over five competing European and Korean designs as its next submarine under a 2.5 billion euro program for three boats that fall under the EU's 50 billion euro SAFE loan program for new weapons; whether Canada will pick ThyssenKrupp or Hanwha for its patrol submarine project for up to 12 conventional attack boats; the British Army's decision to again halt use of its Ajax family of vehicles by General Dynamics after crews complained about being sickened by severe noise and vibration; and whether the Trump administration's operations in the Caribbean will be a boon for defense startups as both the Wall Street Journal and Reuters detail the challenges faces by Silicon Valley startup Anduril.

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 host Vago Muradian to discuss a dismal week on Wall Street over worries about the economy, AI and whether the Federal Reserve will cut interest rates; the implications of the Trump administration's pressure on Ukraine to accept a peace deal that would mean Kyiv accept all of Russia's demands or risk losing all US support; France's pledge to sell Ukraine up to 100 Rafale fighters by Dassault as Washington sells 48 of Lockheed Martin's F-35 Lightning II to Saudi Arabia; Rheinmetall's capital markets day; takeaways from a busy Dubai Air Show; and Transportation Secretary Sean Duffy call that travelers to be more civil to usher in “a golden age of travel.”

On this week's Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, former DoD Europe chief Jim Townsend of the Center for a New American Security, and Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss congressional dynamic as lawmakers vote to release Epstein files as they advance NDAA and appropriations and debate the future of Affordable Care Act subsidies; redistricting starts to turn against the Republicans and the House descends into disarray; the 28-peace plan Washington appears to have crafted with Moscow to end the Ukraine war without consulting with Kyiv that satisfies Russia's demands and comes as Ukraine's Volodymyr Zelenskyy faces his worst corruption scandal and the US Army Secretary Dan Driscoll and Chief of Staff Gen Randy George visit to Ukraine this week as Russian forces advance on Pokrovsk; Poland's accusation that Russian agents tried to sabotage Warsaw-Lublin rail line and western security services try to convince Azerbaijan to hand over Yaroslav Mikhailov, a Russian who is accused of engineering the bombs that made their way onto DHL logistics aircraft; Chinese pressure on Taiwan and Japan as Washington announces arms sales to Taiwan and India; Japan's first sale of a weapon system to the United States; China's attempt to fill the void left by the US skipping COP 30 in Brazil and and the G-20 in South Africa this weekend; President Trump's praise for Saudi Arabia's Mohamed bin Salmaan at the White House as the nations sign trade deals and the sale of nearly 50 of Lockheed Martin's F-35 Lighting II fighters that have prompted concern in Israel as its forces launched a new round of air strikes in Gaza.

Welcome to the CavasShips Podcast with Christopher P. Cavas and Chris Servello…a weekly podcast looking at naval and maritime events and issues of the day – in the US, across the seas and around the world. This week…former top Navy acquisition official Nick Guertin joins us to discuss the Pentagon's proposed acquisition changes, Navy shipbuilding, and anti-submarine warfare. Please send us feedback by DM'ing @CavasShips or @CSSProvision or you can email chriscavas@gmail.com or cservello@defaeroreport.com.

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 host Vago Muradian to discuss Wall Street's mixed week on concerns the Federal Reserve might not cut interest rates as expected in December; the end of the US government shutdown ends with a continuing resolution through January that included included funding to develop Boeing's E-7 for the Air Force over the Pentagon's objections; President Trump's decision to back away from the food tariffs he imposed that have sent prices for soaring as his administration finalized trade deals including with Switzerland; the US drive for NATO adoption of the E-7 as an E-3 AWACS replacement collapses as Britain decides against renewing its lease for three RC-135 Rivet Joint aircraft as London eyes Hensoldt's Pegasus; Columbia's decision to buy Gripen jets from Saab for $3.6 billion; Army Secretary Dan Driscoll's statement that defense contractors saying they “conned the American people and the Pentagon” and says that he wants to buy 90 percent from commercial vendors and 10 percent “in the worst of cases” from specialist firms; the increasingly acrimonious squabble between Dassault and Airbus over leadership of the Franco-German next-generation SCAF family of air systems; the decision by Boeing machinists in St Louis to end the company's second longest strike; the concern by US intelligence officials that F-35 Lighting II fighter technology might leak to China if Washington sells the Lockheed Martin jets to Saudi Arabia; themes for this year's Dubai Air Show; BAE Systems and Rolls-Royce's market statements and Hensoldt's capital markets day.

On this week's Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, former DoD Europe chief Jim Townsend of the Center for a New American Security, and Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss the longest US government shutdown in history that ended with a new continuing resolution, but will only span until January when the mayhem could begin all over again; appropriations and the National Defense Authorization Act move ahead; another open House seat; the State Department's decision to designate so-called “antifa” groups in Germany, Greece, Hungary and Italy as foreign terrorist organizations; Russian forces advance in Ukraine and strike the nation's energy infrastructure as Ukrainians brace for the worst winter since the war began nearly four years ago; Britain reportedly curbs some intelligence sharing with Washington over the Trump administration attacks on boats in the Caribbean and Pacific it claims are narcotraffickers; tensions between China and Japan rise over Taiwan; Australia and Indonesia prepare to sign a defense treaty; and in Gaza Hamas continues to hand over the bodies of Israeli hostages as China and Russia push back on the US effort to garner United Nations support for President Trump's peace plan for the region.

Welcome to the CavasShips Podcast with Christopher P. Cavas and Chris Servello…a weekly podcast looking at naval and maritime events and issues of the day – in the US, across the seas and around the world. This week… Today we focus on the Silent Service – the US submarine force. Former Chief of Naval Operations retired Admiral Jonathan Greenert, a career submariner, joins us for a deep dive into some of the service's key issues. Please send us feedback by DM'ing @CavasShips or @CSSProvision or you can email chriscavas@gmail.com or cservello@defaeroreport.com.

Welcome to the CavasShips Podcast with Christopher P. Cavas and Chris Servello…a weekly podcast looking at naval and maritime events and issues of the day – in the US, across the seas and around the world. This week… Chris and Chris discuss Sec Hegseth's acquisition reform remarks and the latest happens across the Navy. Please send us feedback by DM'ing @CavasShips or @CSSProvision or you can email chriscavas@gmail.com or cservello@defaeroreport.com.

On this week's Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, former DoD Europe chief Jim Townsend of the Center for a New American Security, and Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss the longest US government shutdown; President Trump's call that senators break the filibuster to end the closure as Democrats have a banner Election Day; the Senate votes on a new war powers resolution as the administration hints at military action to topple the Maduro government in Venezuela; Russian forces advance toward Pokrovsk seen as key to controlling Donetsk; takeaways from Defense Secretary Pete Hegseth's visits to Korea, Vietnam and Malaysia where he met with his Chinese counterpart Dong Jun as the president continued to comment on Xi Jinping, a Taiwan invasion and nuclear testing in the wake of his trip to Asia last week, and saying American forces would take action in Nigeria to stop what he called mass killings of christians by Islamist militants even though there appears no evidence of such sectarian violence; Hegseth's meeting on Friday with top defense and aerospace executives to unveil his new acquisition reforms to more quickly field new weapons; Saudi Arabia wants F-35 Lightning II fighters as Mohamed bin Sultan to Washington next week; and the legacies of former Vice President Dick Cheney dies at age 84 and former Speaker Nancy Pelosi who said she would retire in 2027 after more than four decades in the House.

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 host Vago Muradian to discuss the week on Wall Street during a strong earnings season; President Trump and China's Xi Jinping trade truce; Trump's pledge to help South Korea develop and build nuclear powered submarines in America and promise to resume nuclear testing after Vladimir Putin said Russia had successfully tested two nuclear powered nuclear weapon; the contours of the administration defense acquisition reforms; Airbus improves margin performance as Boeing announced a $4.9 billion charge on its long-delayed 777X jetliner program as the government shutdown hurts new jet certification and its St Louis workers remain on strike; Airbus CEO Guillaume Faury tells Dassault CEO Eric Trappier to get out of the SCAF next-generation fighter aircraft if the French company doesn't like terms agreed when the program was founded; Kongsberg said it would spin out its marine business; Leonardo DRS' Bill Lynn and Textron's Scott Donnelly retire; and the first flights of two new aircraft — Anduril's YF-44A unmanned aircraft and Lockheed Martin's X-59 Quesst to demonstrate technologies to mitigate the noise from sonic booms for a new generation of supersonic aircraft.

On this week's Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, former Pentagon Europe chief Jim Townsend of the Center for a New American Security, and Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss the US government shutdown and when it might end; analysis of President Trump's Asia trip including his meetings with China's Xi Jinping, Japan's Prime Minister Sanae Takaichi, and Korea's President Lee Jae Myung; Trump's pledge to equip Seoul with nuclear attack submarines; the confusion caused by Trump's order that the Pentagon resume nuclear testing after a nearly 3-year hiatus and whether the move enhances US deterrence against adversaries as Russia boasts about two new nuclear-powered weapons — a cruise missile and 100-knot torpedo; how the Extended Range Attack Munition, developed by the US Air Force for Ukraine and with a range of more than 400 kilometers, could change the course of the war as Russia is reported to have fielded a new intermediate range conventional ballistic missile; and the outlook for the Gaza ceasefire.

Welcome to the CavasShips Podcast with Christopher P. Cavas and Chris Servello…a weekly podcast looking at naval and maritime events and issues of the day – in the US, across the seas and around the world. This week…Navy shipbuilding, the future of unmanned surface warfare, and now something called The Golden Fleet. We'll dive into those topics and more with Greg Glaros, a former Top Gun Naval Aviator widely known as a technical innovator and entrepreneur who has special insight into the administration's push to boost domestic shipbuilding. Please send us feedback by DM'ing @CavasShips or @CSSProvision or you can email chriscavas@gmail.com or cservello@defaeroreport.com.

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 host Vago Muradian to discuss another strong week on Wall Street on expectations that low inflation figures will prompt Federal Reserve to cut interest rates again; President Trump and Xi Jinping prepare to meet at the Asia-Pacific Economic Cooperation conference in South Korea to defuse trade tensions as Trump breaks off talks with Canada and Singapore's prime minister warns of a messy post-American world; implications of Beijing decision to stop chip exports back to Europe after the Dutch government decided to take control of Nexperia, a Dutch chip maker with a Chinese parent company; Airbus, Leonardo and Thales agree to merge their satellite businesses to create a more capable European competitor to SpaceX; Ukraine's decision to buy up to 150 Gripen fighter aircraft from Sweden's Saab; Washington sanctions Russian oil but denied Tomahawk cruise missiles, prompting Kyiv to use British Storm Shadow weapons to strike a Russian chemical plant as the first Extended-Range Attack Munitions developed for Ukrainians forces by the US Air Force are slated to arrive next month; JPMorgan Chase's decision to invest $1.5 trillion in US national security over the coming decade, from startups to heritage firms, factories and infrastructure, and workforce; and General Dynamics, GE Aerospace, Hexcel, Lockheed Martin, MTU, Northrop Grumman, RTX, Saab, Safran, Textron, Teledyne, and Thales earnings.

On this week's Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, former Pentagon Europe chief Jim Townsend of the Center for a New American Security, and Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss what's next for what already is the second longest shutdown in US history; the Trump administration's decision to withdraw the nomination of former GE Vice Chariman Jeff Bornstein as Pentagon comptroller; President Trump's decision to sanction Lukoil and Rosneft a days after his planned meeting with Vladimir Putin to end the Ukraine war fizzled; the failed EU effort to shift Moscow's frozen assets to Ukraine, but successful new sanctions on Russia's shadow fleet; Kyiv's decision to buy 150 Gripen fighter aircraft from Sweden's Saab; the ongoing trade war between Washington and Beijing as Chinese officials implement the kind of global standards normally imposed by the United States as Trump and Xi Jinping prepare to meet in Korea; the president's rare earths agreement with Australian Prime Minister Anthony Albanese; the warning by Singapore's prime minister that the transition to a post-American world will be messy as Trump ends trade talks with Canada and moves closer to war with Venezuela; Sanae Takaichi becomes Japan's first female prime minister; and Vice President Vance visits Israel to support a shaky Gaza ceasefire as Israeli lawmakers voted to annex the West Bank, a move that Trump said would never happen.

Welcome to the CavasShips Podcast with Christopher P. Cavas and Chris Servello…a weekly podcast looking at naval and maritime events and issues of the day – in the US, across the seas and around the world. This week…on the scene reports from Taiwan, what's going on with Venezuela as the US continues killing people on the high seas, and a new world order for Pentagon Press. Chief editor of USNI News Sam LaGrone and Deputy Editor Mallory Shelbourne are back with us to dive in. Please send us feedback by DM'ing @CavasShips or @CSSProvision or you can email chriscavas@gmail.com or cservello@defaeroreport.com.

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 host Vago Muradian to discuss Wall Street's strong close despite trade worries and bank losses; US government shutdown outlook; President Trump's planned Budapest summit with Vladimir Putin derails Volodymyr Zelenskyy's push for Tomahawk cruise missiles to continue Ukraine's momentum on strikes against Russia; industrial implications of proposal that Washington buy $50 billion in Ukrainian drones and other equipment for the US military; worry that a scattershot US negotiating approach and Beijing's success in substituting lost American business has increased the confidence of Chinese officials who are no longer cowed by what they increasingly regard as Washington's empty rhetoric; Honeywell says the avionics supply chain is improving as Safran sees it catching up on engine delays; reports the Federal Aviation Administration has cleared Boeing to increase 737 production next month; talks next week to end the strike at Boeing's St Louis plants; and takeaways the Association of the United States Army's annual meeting and tradeshow, the Wharton Aerospace conference in DC, and Joanna Speed's Aerospace Event in DC where we are a media partner.

On this week's Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, former PEntagon Europe chief Jim Townsend of the Center for a New American Security, and Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss what's next as the US government shutdown enters its third week; President Trump imposition of new sanctions on China as Beijing increasingly demonstrates that it's no longer cowed by Washington; as the president weighed sending Tomahawk cruise missiles to Ukraine for use against Russia, as Volodymyr Zelenskyy flew to Washington to make the case for US Tomahawk cruise missiles to strike Russia, the president had a call with Vladimir Putin and agreed to meet the Russian leader soon in Budapest, in a move that European leaders worry will undermine support for Ukraine; Sanae Takaichi tries to form Japan's new government; Trump's authorization of CIA cover action in Venezuela as US strikes against Venezuelan watercraft continue and US Southern Command Commander Adm. Alvin Holsey resigns over how the campaign is being waged; the ceasefire between Israel and Hamas goes into effect with hostages and prisoners exchanged, even as Israeli leaders threaten to withhold aid after the militant group failed to turn over all Israeli hostage remains it claims remain entombed by air strikes and would take time and heavy equipment to retrieve; Trump's Sharm El Sheikh summit; and the indictments against former National Security Adviser Dr. John Bolton and Carnegie Endowment analyst Dr. Ashley Tellis who are accused of improperly possessing and disseminating classified information.

Welcome to the CavasShips Podcast with Christopher P. Cavas and Chris Servello…a weekly podcast looking at naval and maritime events and issues of the day – in the US, across the seas and around the world. This week… noted analyst Bryan Clark is back to let us in on the latest thinking about the US Navy's future force structure, including how unmanned systems and so-called battleships fit into the picture. Please send us feedback by DM'ing @CavasShips or @CSSProvision or you can email chriscavas@gmail.com or cservello@defaeroreport.com.

DEFAERO Daily Pod [Oct 15, 25] AUSA Wrap-up w/ Bell's Jeff Schloesser & American Rheinmetall's Matt Warnick by Defense & Aerospace Report, sponsored by Bell

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 host Vago Muradian to discuss defense and aerospace stock performance on Wall Street and in Europe; the air travel outlook as the US government shutdown derails the transport system as Delta projects robust holiday season; China's clamp down on rare earths as Washington threatens 100 percent tariffs on Chinese goods; Denmark's decision to buy another 16 F-35 Lightning II fighters from Lockheed Martin and considers P-8 Poseidon patrol planes from Boeing; the Pentagon's decision to clear the Navy to pick whether Boeing or Northrop Grumman will build the service's new FA-XX superfighter; the implications of the $6.1 billion deal by President Trump and Finnish President Alexander Stubb for 11 large icebreakers for the US Coast Guard, with the first four to be built in Finland and the remainder made at two yards in America; Indian pilots demand that the 787 be grounded to investigate the emergency power system on the planes; the explosion at the Accurate Energetic Solutions plant in Bucksnort, Tenn., as the Pentagon demands a sharp increase in weapons production; and what to expect at the defense edition of Joanna Speed's Aerospace Event in Washington, DC, where the Defense & Aerospace Report is a proud media sponsor, and both AeroDynamic Advisory and Bank of America are founding partners.

On this week's Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, former Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss the continuing US government shutdown as Democrats make their case why closing was the right thing to do to protect health care for millions of Americans; Russia continues its provocations against Europe and NATO as the Ukraine war grinds on; details about the administration's National Defense Strategy surface during John Noh's confirmation as the deputy assistant secretary of defense of IndoPacific affairs; Washington and Beijing close in on a trade deal as China clamps down on rare earths exports; Australia, Japan, the Philippines and the United States conduct exercises as China and Malaysia conduct theirs; the hard line LDP President Sanae Takaichi is poised to become Japan's first female prime minister; and the deal brokered by President Trump to end the Gaza war on its second anniversary moves ahead with a ceasefire between Israel and Hamas hostages and prisoners to be exchanged over the coming days as the president suggests he might go to the Middle East.

Welcome to the CavasShips Podcast with Christopher P. Cavas and Chris Servello…a weekly podcast looking at naval and maritime events and issues of the day – in the US, across the seas and around the world. This week… 2024's collision of a huge containership with the Francis Scott Key Bridge in Baltimore garnered world-wide headlines, but cleaning up the mess - clearing the wreckage, moving the ship - was a major operation. One of the leaders of that effort is with us today - Gregg Baumann, a former US Navy Supervisor of Salvage now a leader in the worldwide salvage community. Stand by for a great discussion!

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 host Vago Muradian to discuss Wall Street's rally to new highs even as US jobs growth continues to slow and Washington shuts down for what could be a protracted closure; German Defense Minister Boris Pistorius' comments that Berlin will play a bigger state role in the nation's defense industries; Poland's planned record bond sales to address mounting debt; Russia's continued provocations including closing Munich airport twice in 24 hours; the CA-1 Europa unmanned combat aircraft by Germany's Helsing; what a transition to full-rate production mans for Lockheed Martin's F-35 Lighting II fighter; Thailand order for Airbus A330 Multirole Tanker and Transport Aircraft and Indonesia's purchase of T-50 aircraft from Korean Aerospace; the drop in Palantir stock after a Reuters report that the Army command and control system the company is developing with Anduril has security flaws; GE Aerospace's share price drop after labor deal as investors wait for the terms that will end the nine-week strike by Boeing machinists in St Louis; the Federal Aviation Administration's decision to return some certification duties to Boeing that were taken away from the company in 2019 after the crash of two Max jetliners as the company admits the 777x jetliner will be delayed until 2027; and Play Airlines becomes the second Low-cost Icelandic carrier to fold in six years.

On this week's Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, former Pentagon Europe chief Jim Townsend of the Center for a New American Security, former Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss how long the US government shut down will last and the political dynamics that will shape its length and contours as the Trump administration uses the crisis to punish its enemies and fire more government workers; President Trump and his Defense Secretary Pete Hegseth's campaign against the military brass at an unprecedented meeting of senior uniformed leaders in Virginia that was as much Hegseth's drive for a new warrior ethos as to define himself as the president's successor and continue driving a wedge between senior military leaders and their more troops; the US strategy in Asia the administration continues to develop its national security and defense strategies and tapped former Pacific Air Forces commander Gen. Kenneth “Cruiser” Wilsbach as the next Air Force chief of staff; Russia's continued drone flights over Europe — including from a cargo ship — threats to undersea cables and ever bigger attacks on Ukraine as the White House now says it will provide Ukraine with targeting data to strike deep into Russian territory as some worry the disclosure is more about pressuring Moscow rather than helping Kyiv; Japan and Australia's announcement of deeper defense ties as Tokyo and Canberra worry about US reliability in the region; Washington's strategic pact with Qatar; Europe's “SnapBack” sanctions on Iran; and the president's 21-point plan to end fighting in Gaza. central to which is Hamas laying down its arms.

Welcome to the CavasShips Podcast with Christopher P. Cavas and Chris Servello…a weekly podcast looking at naval and maritime events and issues of the day – in the US, across the seas and around the world. This week…friends of the pod and maritime experts Sal Mercogliano and John Konrad are back to discuss maritime effects of the government shutdown, intersecting shipping and naval trends across the globe and why no one in government wants to talk. Please send us feedback by DM'ing @CavasShips or @CSSProvision or you can email chriscavas@gmail.com or cservello@defaeroreport.com.

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 host Vago Muradian to discuss Wall Street ended the week slightly down as a protracted US government shutdown looms; President Trump reversed course saying that with European help he now thinks Ukraine can win back its territory, suggesting America won't block assistance to Kyiv as Moscow ramps up its attacks; France latest debt downgrade as the French, German, Spanish and Belgian effort to develop a new generation of combat aircraft hits its latest snag — as an increasingly frustrated Germany reconsiders its participation, Dassault's CEO Eric Trappier again makes clear Berlin is welcome to leave the program, a stance that Hensoldt CEO Oliver Dörre said he found “bizarre,” but added that the sophisticated avionics his company and Spain's Indra are developing for the SCAF program would find other buyers; Commerce Secretary Howard Lutnick's proposal to revamp the US H-1B visa process that allows skilled foreign talent to work in America would cost $100,000 — up from a few thousand — and whether it will achieve the aim of deterring skilled immigrants from coming to the United States and if so, where they talent will flow; Boeing and its unionized St Louis workers will meet next week to discuss ending the nearly two month strike; and news from the Air Force Association's otherwise quiet Air Space and Cyber conference and tradeshow including Honeywell and Pratt & Whitney's small jet engines for unmanned collaborative combat aircraft, the acceleration of Northrop Grumman's B-21 Raider bomber program, and Air Force interest in a stealthy next generation tanker, if the service can find the money to develop and buy it in the wake of pressing ahead with the F-47 fighter program led by Boeing.

On this week's Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, former Pentagon Europe chief Jim Townsend of the Center for a New American Security, former Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss the near certainty of a government shutdown on Sept 30 after President Trump cancelled a planned meeting with the Senate and House monitory leaders; the president's about face on Ukraine at the UN, saying he now thinks Kyiv can take back all its territory from Russia; European leaders made clear that any future Russian incursions into their airspace will be met with force as Russia's ambassador to France threatens Europe with war if Russian planes are attacked; German officials said two of their military satellites were tracked by Russia; Defense Secretary Pete Hegseth gives US US military commanders 96 hours to convene in Virginia for a meeting in part to discuss the administration's upcoming National Security and National Defense Strategies; four Japanese fighter planes arrive in Europe to support NATO on the first ever deployment of its kind; Australian Prime Minister Antony Albanese to visit Washington Oct 20; the implications of Britain, France and nation's worldwide recognizing a Palestinian state as Israel presses ahead with its operation in Gaza.

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 host Vago Muradian to discuss another record setting week on Wall Street as the Federal Reserve cut borrowing rates as expected over worries about the US jobs market; a Financial Times report that a week after British, Italian and Japanese officials hinted that there could be room for Germany and Spain in the British-Italian-Japanese Global Combat Air Program, Germany is considering dropping out of the SCAF program to develop a new family of air systems over frustrations with France and its leading contractor Dassault Aviation; a report in The Atlantic that Denmark decided to pick Europe's SAMP-T air and missile defense system over the US Patriot system in part because Washington lost interest in the deal to bolster its own depleted weapons stocks; Rheinmetall's acquisition of the military arm of shipbuilder Lürssen; Ankara's interest in US fighter aircraft as Turkish President Recep Tayyip Erdogan prepares to visit the White House on Sept. 25; the vote by Boeing's unionized machinists in St Louis to approve a contract proposed by the union that the company already rejected; and the legacy of aviation legend Sergei Sikorsky, son of helicopter inventor Igor Sikorsky, who passed away on Sept. 18 at age100.

On this week's Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, former Pentagon Europe chief Jim Townsend of the Center for a New American Security, former Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss Senate's decision to put consideration of the National Defense Authorization Act on hold as the House Appropriations Committee developed a seven-week stopgap funding measure to avert a government shutdown that is looking increasingly likely; the House's new committee to investigate those who investigated the Jan. 6, 2021, insurrection; the Senate's “nuclear option” to confirm 48 of President Trump's nominees; the president becomes the first elected official ever to be hosted twice by a British monarch, reaffirming the special relationship plus economic deals, but little progress on Ukraine; as the administration refines its National Security Strategy to prioritize homeland defense and reduce US forces in Europe, Washington continues to stall NATO action against Russia after its drone attacks on the alliance as Japan deploys fighter planes to support NATO; while in London, the president also said that he wants the United States to take back Bagram Air Base in Kabul; expectations as Trump spoke with Xi Jinping on Friday morning after the White House blocked $400 million in military aid to Taiwan and members of the President's Intelligence Advisory Board met with Taiwan's defacto ambassador to the United States, Alexander Yui; Beijing's annual Xiangshan Forum as China warns Papua-New Guinea against signing a security pact with Australia; ongoing US Navy operations against drug runners in the Caribbean; America's decision to back away from Syrian Kurds as Israel backs Syria's Druze community; the mutual defense agreement between Pakistan and Saudi Arabia; and Israel's operations in Gaza as well as in the West Bank as a Prime Minister Binyamin Netanyahu seeks autarky in defense equipment.

Welcome to the CavasShips Podcast with Christopher P. Cavas and Chris Servello…a weekly podcast looking at naval and maritime events and issues of the day – in the US, across the seas and around the world. This week…the Chinese Navy is on the move again. Its new carrier recently came through the Taiwan Strait for the first time, and a plethora of new weaponry was on display at a major parade in Beijing. China expert Tom Shugart is back with us to break it down.    Please send us feedback by DM'ing @CavasShips or @CSSProvision or you can email chriscavas@gmail.com or cservello@defaeroreport.com.

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 host Vago Muradian to discuss Wall Street gains ground on expectations the Federal Reserve will cut borrowing rates next week on a shaky jobs market; Denmark picked Europe's SAMP-T air and missile defense system over the US Patriot system as part of a wider air and missile defense upgrade worth $9 billion; Boeing's unionized machinists in St Louis rejection of the company's latest offer to end a month long strike; low-cost carrier Avelo Airlines order for 50 Embraer E195-E2 jetliners in a $4.4 billion deal . . . the arrival of two Northrop Grumman B-21 bombers at Edwards Air Force Base for flight testing; and takeaways from the world's biggest defense show, the DSEI exhibition in London; including how US companies are increasing cooperation with global partners like cooperative venture between Lockheed Martin's Skunk Works and BAE Systems' Falcon Works to develop innovative new unmanned systems, and Global Combat Air Program led by Britain with Italy and Japan suggests there would be room for Germany and Spain on the program to develop a new sixth generation air system should the countries — already frustrated with France's hold on the SCAF program — what to jump ship and be part of a more collaborative effort.

Welcome to the CavasShips Podcast with Christopher P. Cavas and Chris Servello…a weekly podcast looking at naval and maritime events and issues of the day – in the US, across the seas and around the world. This week…Servello spent a week in London at DSEI, the world's largest military exposition. We'll hear from Babcock Marine CEO Sir Nick Hine on the latest naval developments in the UK, and then we will give our take on what we saw and heard from the five-day show. Please send us feedback by DM'ing @CavasShips or @CSSProvision or you can email chriscavas@gmail.com or cservello@defaeroreport.com.

On this week's Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, former Pentagon Europe chief Jim Townsend of the Center for a New American Security, former Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss House's $892 billion version of the National Defense Authorization Act as the measure heads to the Senate as fights over a continuing resolution and a government shutdown continue to loom; the assassination of far-right influencer Charlie Kirk becomes the latest act of American political violence; Russia launched some two dozen long-range drones at a base in Poland that's key to supporting Ukraine, Moscow's first direct attack on the alliance as Warsaw called for Article 4 consultations and Russia stepped up attacks on Ukraine; Defense Secretary Pete Hegseth makes his first call with China's Defense Minister Adm Dong Jun during which he stressed America does not seek conflict in the Indo-Pacific, but will defend its interests; Commerce Secretary Howard Lutnick said America will split profits from Japan's investment in America 50-50, but after Japan earns back its $550 billion, Washington will get 90 percent of profits and Tokyo just 10 percent; after arresting 475 at a joint Hyundai-LG battery plant in Georgia, the administration was prepared to release 300 South Korean workers, but said they could stay in the United States if they helped train American workers; and Israel launched an air strike on Hamas' office in Doha, involved in Gaza negotiations, but despite worldwide ire Israeli Prime Minister Binyamin Netanyahu demanded Qatar either expel or bring to justice Hamas officials otherwise Israel would.

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 host Vago Muradian to discuss a Wall Street rally despite weaker than expected jobs numbers and hiccups with their disclosure; Chinese leader Xi Jinping's hosts Vladimir Putin and Narenda Modi in Beijing as three decades of US effort to woo India and drive wedges between Beijing and Moscow collapse; Russia's targeting of EU President Ursula von der Lyen's plane with GPS jamming signals as French President Emmanuel Macron brought together Ukraine's allies to craft a plan to support the country; reports of a TNT shortage because of Russia's war on Ukraine and the global rearmament drive it's sparked; whether the Fitch ratings agency's decision to downgrade Poland over fiscal concerns could undermine the country's role and ambition as a European defense leader; Norway's decision to pick Britain's Type 26 frigate by BAE Systems over Fincantieri's Constellation-class, Naval Group's Admiral Ronar'c, and Thyssen Krupp's Type 127 ships, joining Australia and Canada as export customers for the new antisubmarine warship; Babcock Marine's investor day; the US Navy taps Anduril, Boeing, General Atomics, and Northrop Grumman move head in the service's program for an autonomous strike aircraft as Lockheed Martin is tapped to develop the command system for the new planes; Government Accountability Office's latest report criticizing late deliveries of the F-35 Lightning II stealth fighter; Peru's interest in Saab's Gripen fighter and Global Eye radar plane; GE Aerospace's $300 million investment in electric aircraft-maker Beta Technologies; and what to expect at the 2025 edition of DSEI tradeshow next week in London.

On this week's Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, former Pentagon Europe chief Jim Townsend of the Center for a New American Security, former Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss Congress' return to Washington as government shutdown worries mount; the National Defense Authorization Act moves from the Senate to the House; Iowa Sen. Joni Ernst decision to retire; Texas, California and Missouri redistricting moves; how lawmakers and industry view the prospect the Trump administration will acquire stakes in defense contractors; the administration's deployment of naval forces to the Caribbean that launched the first of what officials says will be more strikes on drug runners; China hosts leaders from two dozen nations seeking to thwart US power worldwide and the significance of Xi Jinping holding hands with Vladimir Putin and Narendra Modi; French President Emmanuel Macron hosted Ukraine's European allies in Paris to discuss peacekeepers in the country as Russia continues to reject the prospect of troops on Ukrainian soil; and Israel continues its Gaza occupation despite opposition from the country's top security officials.

Welcome to the CavasShips Podcast with Christopher P. Cavas and Chris Servello…a weekly podcast looking at naval and maritime events and issues of the day – in the US, across the seas and around the world. This week…New President of the Surface Navy Association Retired Vice Admiral Ron Boxall joins us to discuss SNA's upcoming west coast symposium, latest Navy headlines and the contribution surface warfare is making around the globe. Please send us feedback by DM'ing @CavasShips or @CSSProvision or you can email chriscavas@gmail.com or cservello@defaeroreport.com.

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 host Vago Muradian to discuss Wall Street flat week as Commerce Secretary Howard Lutnick says the Pentagon is considering stakes in major defense contractors that he said were “basically an arm of the federal government;”a federal appeals court rejected President Trump's use of emergency powers to impose tariffs on nations worldwide as Treasury Secretary Scott Bessent has said the ruling would be a dangerous diplomatic embarrassment and the president said returning the $96 billion raised since April would plunge the nation into depression; the administration slaps tariffs on goods of $800 or less; Trump continued his attacks on the Federal Reserve; the prospect that Washington will back Russia's proposalChinese forces serve as peacekeepers in Ukraine; the French government teeters on the verge of collapse as Safran says it will develop a new fighter engine with India; Rheinmetall considers buying shipbuilder Lürssen; General Atomics Aeronautical Systems' YFQ-42A — the company's entry into the US Air Force's competition for its first increment collaborative combat aircraft — made its successful first flight near Edwards Air Force base in California; and Spirit Airlines files for bankruptcy for a second time in a year.

On this week's Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, former Pentagon Europe chief Jim Townsend of the Center for a New American Security, former Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss Commerce Secretary Howard Lutnick's statement that the administration would take stakes in defense and aerospace firms; what's next for ending the Ukraine war a week after President Trump hosted key meetings; Russia launched its largest attack in a month with a strike just 50 yards from EU and British Council offices in Kyiv as European governments work to increase support for Ukraine; Washington continues to move toward normalizing relations with with Russia as the Wall Street Journal reports energy deals have been discussed including Exxon reentering a cooperative venture with Rosneft; the administration's drive to fire top intelligence officers specializing in Russia; South Korean President Lee Jae-myung's White House meeting that put shipbuilding at center of US-Korea alliance; China prepares for its 80th anniversary Victory Day celebration with Vladimir Putin, Kim Jong Un and Masoud Pezeshkian; Australia's Deputy Prime Minister Richard Marles visited Washington to schedule a meeting between his boss Anthony Albanese and Trump; Indian Prime Minister Narendra Modi visits Tokyo as Washington and New Delhi conduct remote 2+2 talks; GOP senators' Taiwan visit; France, Germany and Britain's call on the UN to implement “snap back” sanctions on Iran for violating the Joint Comprehensive Plan of Action; Israel presses ahead with operations in Gaza including two strikes on a hospital that killed five more journalists and 15 others in an attack that Prime Minister Benjamin Netanyahu said he regrets and will be investigated.

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 host Vago Muradian to discuss another record week on Wall Street as Federal Reserve Chairman Jerome Powell says an interest rate cut might be needed as the jobs market slows in the wake of the Trump administration's economic policies; President Trump continues his battle against the Fed demanding that governor Lisa Cook resign, driving the dollar down and gold up; Canada's drops 25 percent reciprocal tariffs on US goods to curry favor with Washington that continues to impose high trades taxes on its northern neighbor; the EU signs a tariff deal with Washington as former European Central Bank President Mario Draghi argues the capitulation marks the end of the EU's vision of itself as a global power; Switzerland's decision to reconsider its acquisition of F-35 Lightning II fighter aircraft in the wake of 39 percent US tariffs; the Congressional Budget Office's conclusion that higher trade taxes could cut the national debt by $4 trillion over the coming decade; the administration's 10 percent ownership stake in Intel and a cut of profits from Nvidia's AI chip sales to China; the Pentagon's decision to revamp how it creates requirements and oversees programs to accelerate the fielding of needed joint force capabilities even as some worry this might vest the ability to create requirements with industry; Britain's air defense missile order from MBDA; striking Boeing St Louis machinists remain decision to resume negotiations on Monday.

On this week's Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, former Pentagon Europe chief Jim Townsend of the Center for a New American Security, former Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies, and Cavas Ships co-host Chris Servello join Defense & Aerospace Report Editor Vago Muradian to discuss the implications of the Trump administration's increasingly muscular intimidation moves including the FBI raid on former National Security Adviser Dr. John Bolton's home and the National Guard deployment to Washington; the civil-military implications of the moves; the Pentagon's forced retirement of US Air Force chief Gen. Dave Allvin; what's next for Russia's war on Ukraine after President Trump's meetings with Vladimir Putin as well as Volodymyr Zelenskyy and allied leaders; outlook for peace and security guarantees for Ukraine; how China is viewing Trump's Ukraine negotiations and rhetoric; Beijing's increasingly aggressive intimidation efforts against Manila; in the wake of US tariffs and sanctions New Delhi moves to warm relations with Beijing; despite mounting international mounting pressure, Israel moves to occupy Gaza City as it seeks to relocate Gazans to South Sudan as a massive new settlement is authorized to split West Bank in two to prevent the future creation of a Palestinian state.

Welcome to the CavasShips Podcast with Christopher P. Cavas and Chris Servello…a weekly podcast looking at naval and maritime events and issues of the day – in the US, across the seas and around the world. This week…there's a shadow fleet of tankers trading the world's oceans – by some estimates nearly 2,000 tankers, about a fifth of the global tanker fleet. The ships evade international law, break embargoes, and can cause economic and ecological havoc. Michelle Wiese Bockmann is an expert on the deceptions, and she'll join us to talk about the strategic and security threats this growing fleet poses to worldwide security. Please send us feedback by DM'ing @CavasShips or @CSSProvision or you can email chriscavas@gmail.com or cservello@defaeroreport.com.

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 host Vago Muradian to discuss a flat week on Wall Street as inflation continues to rise as higher baseline tariffs are passed along to consumers; the Trump administration gives China another 90 days to strike a deal; President Trump hosted Vladimir Putin in Alaska, siding with the Russian leader's call for peace talks rather than a swift ceasefire to allow Russia's forces to claw back territory from Ukrainian territory as the president again calls on Kyiv give up territory for peace; furious with Trump's tariffs, sanctions and courting of Pakistan, Prime Minister Narendra Modi revived calls for domestic manufacturing of everything from computer chips to aerospace and defense goods; Washington's 39 percent trade tax on Switzerland impact the country's aerospace sector and jeopardizes Geneva's decision to buy F-35 Lightning II fighters; Poland's decision to upgrade its fleet of Lockheed Martin F-16 fighters; Boeing workers at the company's St Louis operation remain on strike; a strike grounds Air Canada flights; worries that Spirit Airlines and other low cost carriers are doomed; Spike Aerospace move to refine its S-512 supersonic business jet; and Airbus' A320 is poised to surpass Boeing's 737 as the world's most produced passenger jetliner.

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 host Vago Muradian to discuss another up week on Wall Street even as President Trump escalated his trade war leveraging America's economic power to force nations that haven't yet agreed to baseline tariffs to do so, including on Switzerland impacting the gold market; after Washington slapped heavy tariffs on India to sanction New Delhi for buying Russian oil — as part of a drive to pressure Moscow to end the Ukraine war — India's defense minister cancelled his visit to Washington as news reports suggested US arms purchases may be in jeopardy; the claim by India's air chief, Air Chief Marshall AP Singh, that the country's Russian-made S-400 surface-to-air missiles downed five Pakistani fighters and a large aircraft that was downed at a range of 300 kilometers; how long it will take to resolve the strike by Boeing's St Louis machinists a week after rejecting the company's contract offer; Spain's decision for more Eurofighters rather than the short takeoff and vertical landing variant of the F-35 Lighting II to replace aging Harrier jump jets for its carriers; the partnership by L3Harris and Joby Aviation to develop autonomous hybrid vertical takeoff and landing aircraft for military applications; and what to expect from the meeting between Trump and Russia's Vladimir Putin in Alaska next week as Ukrainian President Volodymyr Zelenskyy rejects the American president's suggestion Kyiv cede territory for peace.

On this week's Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, former Pentagon Europe chief Jim Townsend of the Center for a New American Security, and former Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss the geopolitical implications of President Trump's tariff war escalation on trading partners; use of US economic might to force Russia to make a peace deal ending the Ukraine war; prospect of talks between Trump and Russian leader Vladimir Putin and what to expect if the two leaders meet; Washington's heavy sanctions on New Delhi with a heavy sanctions for violating US and EU sanctions on Russian oil as furious Indian leaders consider ending US weapons purchases; Ukraine's long-range attacks on Russia's refineries as existing sanctions continue to weaken the Russian economy; Australia's decision to pick Japan's Mogami-class frigate as its next major surface warship in a $6.5 billion deal that would be the biggest Japanese export contract since World War II; Armenian and Azerbaijani leaders agree to a US-brokered deal that gives Baku the transit corridor through southern tip of Armenia it has long sought but with 99-year US economic development zone in Armenia's Zangezur region; developments in Lebanon and Iran; and analysis of Israel's plan to occupy all of Gaza starting with Gaza City to defeat Hamas before handing it to Arab forces and Germany's decision to block export of German arms to Israel that could be used in Gaza.

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 down market on tariff concerns and sharply reduced US new July jobs numbers — as well as downgraded May and June figures — revised to reflect the impact of President Trump's trade policies; the implications of the president's decision to fire Dr Erika McEntarfer, the commissioner of the Bureau of Labor Statistics charged with generating objective labor data; the tariff outlook as Washington and Beijing continue to negotiate a trade deal and Trump announced South Korea accepted a 15 percent tariff and gave Mexico 90 more days to make a deal, but hit Canada with a 35 percent trade tax, Switzerland with 39 percent, and Brazil with a 50 percent trade tax to punish the prosecution of former President Jair Bolsenaro who launched an insurrection to try to remain in power; European leadership criticism of the EU's decision to accept a 15 percent tax on its goods sold in America; the president's decision to hit India with secondary sanctions for buying Russian oil in violation of US and international sanctions as he increases pressure on Moscow to end the Ukraine war; a look at earnings as AerCap, Airbus, Boeing, Hensoldt, HII, L3Harris, Leonardo — and Leonardo DRS — Rolls-Royce, Safran, Teledyne, and Textron; and the outlook as Boeing machinists at the company's St Louis operation consider their next labor contract. The program was recorded before unionized St Louis machinists rejected Boeing's contract offer and voted to strike.

On this week's Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, former Pentagon Europe chief Jim Townsend of the Center for a New American Security, former Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian the Senate remains in session to markup the defense appropriations bill; moves to block members from trading stock but exempts President Trump and Vice President Vance; twice rejected Sen. Bernie Sanders, I-Vt., proposals to restrict arms sales to Israel; confirmed political appointees but Alaska Sen. Dan Sullivan briefly blocked Adm. Darryl Caudle from becoming the next chief of naval operations demanding the long-closed Adak Naval Air Station be reopened; South Korea accepted 15 percent tariffs ahead of Trump's Aug. 1 deadline as the president slapped higher tariffs on nations worldwide including 35 percent on Canada, 39 percent on Switzerland, and 50 percent on Brazil to punish the prosecution of former President Jair Bolsenaro who launched an insurrection to remain in power; Mexico's 90-day extension to make a deal; France and Germany frustration with EU for failing to fight a 15 percent tariffs; Trump's demand Russia and Ukraine strike a peace deal in 25 days and imposition of secondary sanctions on India for buying Russian oil; the proposal by Sens. Lisa Murkowski, R-AK, and Jeanne Shaheen, D-NH, for $54.6 billion in aid for Ukraine; with the Talisman Saber military exercise underway in Australia and Singapore, Washington blocked Taiwanese President Lai Ching Te from transiting the United States enroute to Paraguay to avoid disrupting trade talks with Beijing; and growing international pressure on Israel over growing starvation in Gaza as the Arab League pressures Hamas.

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 new records on Wall Street as Washington strikes a tariff deal with Japan that raises baseline tariffs to 15 percent as a similar trade deal with the EU looms; the trade deal between Britain and India Booz Allen Hamilton, Dassault, Hexcel, General Dynamics, Lockheed Martin, MTU, Northrop Grumman, RTX, Textron, and Thales report second quarter 2025 earrings; Southwest CEO Bob Jordan's statement that he expects the company's 737 Max jets to be certified later than expected sometime next year as Boeing prepares to report earnings next week; the German government considers buying a stake in vehicle maker KNDS; Turkey's decision to acquire up to 40 Eurofighter jets; the Trump administration's 10-year, $151 billion “Golden Dome” missile defense program — now officially known as SHIELD or Scaleable Homeland Innovative Enterprise Layered Defense — and the cause of the growing number of near misses between US commercial and military aircraft.

On this week's Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, former Pentagon Europe chief Jim Townsend of the Center for a New American Security, former Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss the furore over whether to release convicted sex offender Jeffrey Epstein's records again upended Congress as the Speaker Mike Johnson, R-La., abruptly adjourned the house as appropriations, another continuing resolution, rescissions, reconciliation, the NDAA and the prospect of a government shutdown looming; President Trump announces a tariff deal with Japan and as talks with China and the EU move ahead that likely will result in higher baseline trade taxes; as allies work to support Ukraine, tensions in the country rise over President Volodymyr Zelenskyy's move against anti corruption authorities as Russia presses an offensive that continues to advance; Defense Secretary Pete Hegseth orders department leaders to stop engaging with think tanks; and the humanitarian crisis in Gaza continues to worsen as starvation spreads and the president's Mideast envoy Steve Witkoff breaks off talks in Qatar saying Hamas isn't interested in a deal and an Israeli cabinet minister says the campaign is an effort to empty Gaza of Gazans.

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 another bull-market high on Wall Street; President Trump's demand the EU accept 15-20 percent minimum tariffs by Aug. 1 as Brussels prepares to retaliate with higher taxes on American aircraft, bourbon and cars; the US administration says it's netted $64 billion in tariff revenue since the start of the year; Embraer's warning that new taxes would increase regional aircraft unit costs for aircraft sold in America by $9 million; despite economic worries, Delta and United announce soaring profits and reinstate their bullish air travel guidance; GE Aerospace and Saab earnings as defense and aerospace firms prepare to follow suit; British Prime Minister Sir Kier Starmer meets with German Chancellor Friedrich Merz; and President Trump says he will sell weapons to NATO nations for shipment to Ukraine.