Podcasts about aerospace report

On this week's Defense & Aerospace Report Washington Roundtable, sponsored by L3Harris, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, Cavas Ships podcast co-host Chris Servello, 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 prospects for a supplemental and reconciliation 2.0 spending packages as the US-Israel war on Iran spans into its third week; confusion about the nature of the mission after conflicting statements from senior administration officials; as energy prices soar in the wake of the war despite the release of an unprecedented 400 million barrels of oil from strategic reserves, Washington lifts sanction on Russian energy for 30-days; implications of lifting sanctions on Moscow as Russia continues its war on Ukraine; what it will take to ensure to normalize traffic through the Strait of Hormuz; France's naval deployment to the Middle East where 400,000 of its citizens live; US shifts air and missile defenses from Australia and South Korea to the Gulf; new alignment between European nations and China over energy concerns; China's 15th five-year plan as Xi Jinping prepares to meet with Trump in Beijing; Israel has steps up strikes against Hezbollah in Lebanon with more than 700,000 evacuating after being warned to leave their homes.

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 down week on Wall Street on an unexpectedly low employment figures combined with the ongoing US-Israel war on Iran; expectations the Trump administration will ask Congress for $50 billion in supplemental funding to cover the cost of a conflict; a 35 percent jump in energy prices as Washington considers letting Russia resume oil sales; Ukraine's offer to counter Iranian air attacks; resilience of the global commercial air transport system as regional air traffic has been derailed and energy prices soar; President Trump convenes US defense executives at an emergency meeting at the White House on Friday to “quadruple” production of “exquisite” weapons; whether the supply chain can support can surge defense production as commercial aerospace orders also peak; reports that Boeing is closing in on a 500-jet order with China in advance of Trump's April meeting with Xi Jinping in Beijing; Europe's response to the war as Lithuania warns Russian forces are increasing along NATO's borders; French President Emmanuel Macron's pledge to increase nuclear weapons production and field a new ballistic missile submarine by 2036 as Britain, Belgium, Denmark, Germany, Greece, the Netherlands, Poland and Sweden join Paris' new forward deterrent strategy; Switzerland's decision to pared back its F-35 Lightning II order from 36 to 30 planes on rising costs; Embraer's earnings; and takeaways from the commercial edition of Joanna's Speed's Aerospace Event this week in LA. The Defense & Aerospace Report is a proud media partner on the defense edition of The Aerospace Event in October in Washington, DC.

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 US-Israel war on Iran and the Trump administration's supplemental funding request to cover mounting operations costs as well as growing weapons needs as the stocks of precision air defense and strike weapons diminishes in the wake of campaigns over the past year; the administration's shifting goals for the Iran war from the president's call for regime change — and now unconditional surrender — to Defense Secretary Pete Hegseth's goal of destroying Tehran's military and nuclear capabilities; analysis of the administration and its alies' stance that the Venezuela and Iran operations are about pressuring China and curbing Beijing's global influence; the failure of Senate and House war powers resolutions; European reaction to the war and impact on India after a US submarine sinks an Iranian ship invited by New Delhi to participate in naval exercises; France's plan to increase nuclear weapons stocks and field a new ballistic missile submarine by 2036 and discussions with Britain, Belgium, Denmark, Germany, Greece, the Netherlands, Poland and Sweden join Paris' new forward deterrent strategy; impact of Iran war on Ukraine as Kiev deploys air defense specialists to help counter Iranian attacks; Trump's decision to replace Kristie Noem as Homeland Security secretary with Sen. Markwayne Mullin, R-Okla.; and Beijing's decision to pare its economic growth target to 5 percent or below for the first time in decades, but boost defense spending by 7 percent to counter a “grave and complex security environment.”

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 Wall Street's worst day of 2026 on AI worries and lower than expected new US jobs creation; Israel and the United States attack Iran, killing the country's top leaders as Tehran retaliates against Israel, Bahrain, Jordan, Kuwait, Oman, Qatar, Saudi Arabia and the UAE; worries that a prolonged conflict will take a toll on already depleted US weapons stocks, aging weapons and personnel; the conflict sends energy prices soaring; the Trump administration's blacklisting of Anthropic from doing business with the US government and threat to seize its technology after the company expresses concerns over the use of it's Claude model for autonomous weapons and mass surveillance as OpenAI strikes a deal with the Pentagon; the spat between Britain's Treasury and Defense Ministries spills into the open as UK firms work to position themselves for growth; Ukraine's desire to help produce the Patriot missiles it depends on to counter Russian attacks; BWXT, Heico, Hensoldt, Leonardo, MTU, and Rolls-Royce earnings as L3Harris holds its investor day; takeaways from the Air and Space Forces Association's Warfare Symposium last week in Denver including plan to accelerate production of Northrop Grumman's B-21 bomber; updates on the Collaborative Combat Aircraft programs including engines to power a new generation of unmanned aircraft; the White House's decision to back the US Navy's FA-XX to develop a next generation carrier aircraft; and what to expect at commercial edition of Joanna Speed's Aerospace Event next week at the Beverly Wilshire in LA.

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 President Trump's new tariffs after the Supreme Court's ruling last week and Republican efforts to adopt new tariff legislation; takeaways from the president's longest ever state of the union address; efforts to restore full Department of Homeland Security funding and update on Reconciliation 2.0; whether the president will get the $1.5 trillion defense budget he wants for 2027 as consensus settles on a more modest boost of around $1.1 trillion to $1.2 trillion; US-Iran talks continue in Geneva as Washington masses more forces in the region and prepares to evacuate US personnel from Israel to press Tehran into a nuclear deal; tensions between the president and military leadership as Trump says his chairman of the Joint Chiefs of Staff, Gen. Dan Caine, thinks a war with Iran would be easy as news reports indicate military leaders are concerned about the impact of a protracted and unpredictable conflict on weapons stocks, equipment and personnel; Ukraine's allies shape another 106 billion euro aid package that Hungary has threatened to derail; as former US Army Europe chief retired Lt. Gen. Ben Hodges tells reporters his train was attacked, one of five suspected Russian attacks on Europe that day; the Pentagon's threat to seize Anthropic's Claude AI model and blacklist the company unless it allows its technology to be used for autonomous weapons and mass surveillance; after two months as Joint Staff Director Vice Adm. Fred Kacher will leave his job and return to the Navy; Beijing again cuts rare earth shipments to Japan; Kim Jong Un teases a summit with Trump amid US-Korea strategy strains; an escalating conflict between Pakistan and Afghanistan; Indian Prime Minister Narendra Modi's visit to Israel; and Washington's decision to open a pop-up consulate for Israeli settlers in the West Bank town of Efrat.

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 an up week on Wall Street on the Supreme Court's decision that some of President Trump's tariffs under the International Emergency Economic Powers Act were illegal; what's next for nearly $200 billion in tariff revenue collected over the past year as the president imposes new tariffs under other legislation; US threat of retaliation if Europe shifts away from buying American systems in favor of domestic weaponry; India's Rafale order including 31 naval variants of the Dassault fighter; Canada's new National Defense Strategy; Northrop Grumman partnership with Embraer to help market the KC-390 tanker-transport in the United States; impact on Leonardo's C-27 production line after Saudi Arabia's ordered for four of the transports in a maritime patrol configuration for delivery in 2029; Airbus earnings including frustrations with Pratt & Whitney; and BAE Systems' investors call.

On this week's Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, 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 Supreme Court's ruling against the Trump administration's use of the International Emergency Economic Powers Act to justify tariffs; outlook for ending the Ukraine war as Washingon increases pressure on Kyiv as Russia touts $14 trillion in business for America; in advance of his trip to Beijing, President Trump said he's talking Xi Jinping about US arms sales to Taiwan; the confirmation by a US official that China appears to have conducted an unground nuclear test in 2020; Japan and South Korea make good on their promises to invest in the United States in exchange for lower tariff rates; Washington's efforts to improve relations with India and make new friends in South and Central Asia; the president's “Board of Peace” and the future of Gaza; after massing the biggest US military buildup in the Middle East since the 2003 Iraq invasion, Trump gives Tehran an ultimatum to make a nuclear deal in 10 days or “really bad things will happen;” Britain balks at letting US forces using bases in the UK and Diego Garcia to strike Iran as the president criticizes London's decision to turn over control of Diego Garcia to Mauritius; and Israeli Prime Minister Bibi Netanyahu pushes for a pardon for a corruption charges as Finance Minister Bezalel Smotrich says the next government should “encourage migration” of Palestinians living on the West Bank.

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 Wall Street had it's worst week since November on a tech selloff even as new federal data showed lower than expected inflation and better than expected jobs growth; despite tensions with Washington, Ottawa put a down payment on the next 14 F-35 Lightning II fighters on top of the 16 jets on order as Prime Minister Mark Carney seeks alternative options; as the Munich Security Conference convenes French President Emmanuel Macron calls for Europe to become more globally competitive, British Prime Minister Sir Kier Starmer seeks a multinational defense initiative with Europe and German Chancellor Friedrich Merz explores joining France's nuclear deterrent; Macron works to savage the Franco-German SCAF program by convincing Dassault to be more accommodating as Germany's aerospace industries association BDLI hopes two versions of a common SCAF can be built — one for Germany, the other for France; importance of defending commercial airports from drones; India's HAL out of the fighter business save for the Light Combat Aircraft; and takeaways from Saudi Arabia's World Defense Show.

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 impact of a looming shutdown of the Department of Homeland Security as Democrats block funding; prospects for another defense reconciliation package; House passage of federalized elections and measure to halt Trump's Canada tariffs; what's next after a federal judge blocks the Pentagon's efforts to punish retired US Navy captain and current Arizona Sen. Mark Kelly for participating in a video advising troops to not follow illegal orders; a Munich Security Conference where French President Emmanuel Macron make the case for a more globally competitive Europe and Secretary of State Marco Rubio will underscore a new era in international relations; Defense Secretary Pete Hegseth skipped the NATO defense ministerial where Pentagon policy chief Bridge Colby framed his Washington's vision for the alliance as NATO adopted a new command structure and Arctic strategy; the White House imposes a firm deadline on Ukraine to end the war and hold elections by June or lose all US support; Japanese Prime Minister Sanae Takaichi‘s landslide victory; China sentences Hong Kong publisher Jimmy Lai to 20 years in prison; Taiwan's Lai Ching Te's warning that if China invades his country, an empowered Beijing will seek other territories it claims; the revelation that Chinese warships sailed 100 kilometers off Australia's coast in December and Japan's arrest a Chinese fishing boat captain for ignoring calls to stop for an inspection; US forces seize another Venezuelan tanker in the Pacific; Israeli Prime Minister Bibi Netanyahu's meeting with Trump as more US forces mass in the Gulf to support a possible Iran attack as Washington and Tehran talks continue; and Israel's efforts to annex the West Bank.

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 an rocky week on Wall Street; the Trump administration's $12 billion “Project Vault” effort to create a strategic minerals stockpile to reduce dependence on China; Defense Secretary Pete Hegseth's list of poorly performing defense contractors; the administration charters Erebor Bank with $635 million in capital to support defense and tech startups; RTX agrees to the Pentagon's seven-year deal to invest its own money to boost increase Tomahawk cruise missile output from 60 per year today to 1,000 a year, triple the SM-6 air defense and strike missile production to 500 weapons, and AMRAAM air-to-air missile rates from 1200 to 1900 annually; Russia's efforts to shadow European satellites; takeaways from the Singapore airshow including Airbus and the Singapore Air Force receive the first automatic air-to-air refueling certification for the A330 Multirole Tanker Transport aircraft, Singapore to buy four P-8 Poseidon maritime patrol aircraft, Indonesia buys M346 trainers but it's fighter modernization is uncertain, and Uzbekistan orders Embraer's KC-390; Boeing consolidates 787 jetliner work in South Carolina, moving 300 jobs from Washington the the palmetto state; and Democratic lawmakers want an investigation into SpaceX's links with China.

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 outlook for continues Department of Homeland Security funding after lawmakers end another partial government shutdown; efforts to secure another big reconciliation measure for defense; President Trump's threat to sue his own Federal Reserve chair nominee Kevin Warsh if he doesn't cut interest rates after replacing current Chairman Jay Powell in May; implications of Texas elections that saw Democrats perform well in districts that Trump won by double digit margins; Defense Secretary Pete Hegseth's “naughty” contractors list; analysis of the administration's new National Defense Strategy; Washington's discordant approach to Europe where US officials promise financial support for right-wing think tanks as “resistance” to centrist governments while also pledging partnership on strategic minerals; the Pentagon resumes military cooperation with Russia as Trump seeks a new nuclear deal with Moscow and Beijing as Vladimir Putin demands Britain and France be added to talks; a second inconclusive round of talks US-Russia-Ukraine talks; what we know about the administration's new trade deal with India; Trump changes course and backs Britain's decision on transferring ownership of the Chagos Islands that's home to the strategically important base at Diego Garcia to Mauritius in exchange for a 99-year lease; the administration's drive to negotiate a new nuclear deal with Iran; and the latest on Israel's operations in Gaza and the West Bank.

Space Money: The Space Force Budget And A New Leader by The Defense & Aerospace Report

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 week on Wall Street; President Trump's selection of Kevin Warsh to replace Jay Powell as the Federal Reserve chairman; after two decades of negotiations, the EU and India strike a trade deal that encompasses some 2 billion people; after threatening Canada with 100 percent tariffs if it makes a deal with China, Trump warned Britain against drawing close to Beijing as Prime Minister Sir Keir Starmer visited the Chinese capital to reset relations and boost trade ties; the president's call to decertify the Bombardier Global Express business jet and impose a 50 percent tariff on the planes after falsely accusing Ottawa of failing to certify US-made Gulfstream aircraft; the new Dutch government's “freedom tax” to boost defense spending; France rejects Eutelsat's planned sale of its ground antennae business to the private equity firm EQT as Paris tells government employees to stop using Zoom in favor of European systems; French IT firm CapGemini's decision to sell its US unit — CapGemini Government Solutions — for working for ICE and a lack of transparency into the American subsidiary's operations; Boeing, Crane, Hexcel, L3Harris, Northrop Grumman, and Textron report earnings; and Boeing reveals another $600 million charge on its KC-46 Pegasus tanker aircraft for the US Air Force.

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 prospects for a government shutdown as Democratic leaders protest the Trump administration's heavy-handed crackdown on illegal immigration in Minnesota and elsewhere; lawmakers consider impeaching Homeland Security Secretary Kristi Noem for her agency's aggressive tactics and misleading public statements; Minnesota Democratic Congresswoman Ilan Omar becomes the latest lawmaker to be attacked; administration's efforts to access state voter data in Minnesota as a condition to withdraw federal agents or the FBI raid to seize voter information from Fulton County, Ga.; the president and his sons file an unprecedented $10 billion lawsuit against the Treasury and the IRS seeking damages after a contractor leaked Trump's and other tax returns during his first term; the president says he will impose new 50 percent tariffs on Canadian business jets as he also threatens Britain against closer business ties with China as Prime Minister Keir Starmer visits Beijing to deepen trade ties; Trump says Vladimir Putin has agreed to suspend attacks on Ukraine during a snap of brutally cold weather as Washington reportedly is again pressuring Ukraine into ceding territory to Moscow; NATO Secretary General Mark Rutte's stance that European leaders are “dreaming” if they think they can defend Europe without the United States; after two years of talks, the EU and India strike a free trade deal; Xi continues his crack down on senior military leaders; and what's next Trump threatens Tehran with a large armada weeks after Iran's leaders killed more than 6,000 to crush nationwide demonstrations.

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 roller coaster week on Wall Street that saw a drop after President Trump's threat to launch a trade war against Europe to acquire Greenland and a rebound after he said he would neither attack Greenland nor impose tariffs to get it but instead opt for a “framework” deal to bolster Arctic security; after Canadian Prime Minister Mark Carney said the rules-based world order guaranteed by America is over and it's time to plan for what's next, the president said he would impose a 100 percent tariff on all Canadian goods if “Governor Carney” strikes a trade deal with China; Danes vow to boycott American products as France turns to industrial giants like Renault to bolster drone production as Paris plans a $40 billion boost in defense spending; Sweden's leading pension fund pares down US treasuries from $8.8 billion to $7.7 billion during 2025 on worries about American political risk and whether other nations will follow suit given Washington's dependence on borrowing to make fiscal ends meet; the Pentagon's new National Defense Strategy; Congress' $838 billion appropriations measure that boosts defense spending by $8.4 billion including some $900 million for the Navy's FA-XX future fighter and demand for greater transparency into the Golden Dome missile defense system; India inches closer to a deal with Dassault for 114 Rafale fighters; Babcock and QinetiQ issue trading statements; and leading firms like GE Aerospace, Teledyne, and others report earnings.

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 continues to innovate, maneuver and threaten. Analyst Tom Shugart is back with us to catch us up on the latest developments. 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 appropriations measure that boosts Pentagon funding by $8.4 billion to $838.7 billion; outlook for a second reconciliation package to boost defense spending to $1.5 trillion; lawmakers fail to stop US troops deployment to Venezuela; analysis of President Trump's remarks at the World Economic Forum including that he won't invade Greenland nor impose tariffs on European nations; whether his rhetoric and actions during his first year in office have done irreparable damage to the NATO alliance; Canadian Prime Minister Mark Carney's watershed address; lessons China is learning from the turmoil that's prompted Western leaders to increasingly court Beijing, including the Starmer government's recent decision to allow a giant new Chinese embassy in the heart of London; Taiwan's $40 billion plan to boost defense spending stalled by partisan parliamentary infighting; whether Iran's leaders will face new protests after brutally crushing massive recent demonstrations; and Israel's latest actions in Gaza and the West Bank.

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 Wall Street's bumpy week on weaker than expected bank results and investor worries about private credit and tech markets; the Trump administration's investigation into Federal Reserved Chairman Jay Powell; President Trump's imposition of 10 percent tariffs on the eight nations that sent troops to Greenland at Denmark's request on a training exercise as he continues to demand the US acquire Greenland, prompting nation to consider activating the European Union's trade bazooka that wasn't used during last year's tariff talks; what happens if Washington escalates by degrading or incapacitating US-made hardware now in NATO service to prevent European nations from responding to Greenland, and what capabilities Europe would have at its disposal to defend itself against Russia and other threats if American equipment is rendered inoperative; the EU's trade deal with South American Mercosur nations creating a free trade zone of more than 700 million people; under pressure from Washington, Canadian Prime Minister Mark Carney visits Beijing to strike an “strategic partnership” as other European leaders visit China to advance their trade interests; frustrated with France and Dassault, Germany decides to leave the SCAF program to develop a new generation of manned and unmanned combat aircraft as Airbus considers next steps with in partnership with Saab or find a way to join the British-Italian-Japanese Global Combat Air Program; the Pentagon's $1 billion investment in L3Harris Technologies' new missile solutions business and its solid rocket motor capabilities, clearing the way for a direct US government investment across supply chains deemed critical; and Boeing ended 2025 scoring more orders than Airbus and delivering 600 jets, short of the European firm's 793.

The cohosts of the Cavas Ships Podcast — Chris Cavas and Chris Servello — join Defense & Aerospace Report Editor Vago Muradian to discuss the capabilities Navy needs given the threats the United States faces, whether the proposed “Golden Fleet” and new Defiant-class battleship will add needed capability or drain resources from more important programs, whether the service has learned lessons from past failed programs to ensure that future efforts are successful, improving the Navy's maintained capabilities to get more out of the fleet it has, and what they're expect to hear at the Surface Navy Association's annual symposium in Arlington, Va. The Defense & Aerospace Report is an SNA media partner and our coverage at the symposium is sponsored by Lockheed Martin.

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 start to 2026 although President Trump's executive order on dividends, share buybacks and executive compensation hit defense stocks before they rebounded on the president's announcement that US defense spending would increase 50 percent to $1.5 trillion; Lockheed Martin's tentative agreement with the Pentagon to invest billions to dramatically ramp Patriot missile production as Trump criticizes RTX for not reportedly making a similar deal; Britain and France commit to supporting Ukraine with troops to enforce a ceasefire as Russia fires a conventional version of its nuclear-capable Oreshnik missile into Western Ukraine; implications of US rhetoric to use force to take Greenland from Denmark in the wake of the US operation in Venezuela despite Secretary of State Marco Rubio telling US lawmakers that America wants to buy the world's largest island from Copenhagen; Washington approved the sake of P-8 anti-submarine aircraft to Denmark as France makes good on its pledge to replace aging American radar planes with new Swedish ones, Austria turns to Italy for new trainers, and Israel expands its F-15 fleet with new EX jets from Boeing; Alaska Airlines orders 110 Boeing 737 Max jetliners including Max 10 jets — the largest model of the popular aircraft — that were just cleared by the Federal Aviation Administration to move into the second phase of certification; US operations in Venezuela and seizing the country's sanctioned shadow tanker fleet illustrates the continuing utility of manned military rotorcraft; and takeaways from Bank of America's annual defense and aerospace conference.

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 former Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss President Trump's proposal to boost defense spending by 50 percent to $1.5 trillion as he demands Pentagon contractors struggling to deliver on weapon programs stop share buybacks and dividends; how the administration's operation to to apprehend Nicholas Maduro, demand to benefit from Venezuela's oil and mineral riches and “right” to take Greenland from Denmark will impact US power worldwide; whether NATO matters enough to deter Washington from moving on Greenland as the administration withdraws the United States from 68 UN and international bodies; outlook for Ukraine war Kyiv suggests Moscow has fired a nuclear-capable missile to shape peace talks as a Russian ship reportedly carrying nuclear reactors to North Korea's submarines sinks off the Spanish coast; whether growing demonstrations over the past weeks will end theocratic leadership in Tehran; tensions between Saudi Arabia and the UAE over Yemen; and Israel steps up efforts to seized land from Palestinians in the West Bank.

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 a strong 2025 on Wall Street and what it means for the coming year; the implications of the Trump administration's ouster of Venezuelan strongman Nicholas Maduro; stalled talks to end the Ukraine war as the conflict rages on; commercial aircraft production as Boeing delivered 493 jets and Airbus delivered 793; a look ahead to the big defense and airspace stories of 2026; and what to expect at Bank of America's annual defense and aerospace conference this year in New York.

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 — and the year — on markets as AI, aerospace and defense spending drive investors; the $901 billion National Defense Authorization Act; European governments' two-year, $105 billion interest-free loan to help Ukraine keep fighting Russian aggression as Vladimir Putin makes clear he's not interested in compromise and amps up his muscular rhetoric; the future of the SCAF program as French President Emmanuel Macron and German Chancellor Friedrich Merz meet to decide the future of the program to develop new manned and unmanned combat aircraft; the US Navy's decision to ask HII to build by 2028 a naval variant of the company's successful National Security Cutter developed for the Coast Guard to demonstrate the new ship, then competitively contract yards to mass produce it; Boeing asks the Federal Aviation Administration for an emissions waiver to continue building existing 777 freighters after 2028 given a compliant version of the plane won't be ready until after the deadline; the US government's admission of responsibility in the deadly crash between a US Air jetliner and a US Army helicopter that killed 67 in January over the Potomac River off Reagan Washington National Airport; and a review of the big stories of 2025.

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 Zakh of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss passage of the $901 billion National Defense Authorization Act For the 65th year in a row, congress passed and the president signed the $901 billion National Defense Authorization Act as lawmakers work appropriations to keep the government running after current funding runs out late next month; President Trump's decision to use a $2.4 billion in military housing funding for a $1,776 one-time “warrior dividend” bonus for troops to thank them for their service on the nation's 250th birthday; European nations agree to extend a $105 billion, two-year loan to Ukraine after failing to unlock frozen Russian assets to support Kyiv as Russia ramps up its rhetoric; a week after Washington lifted some sanctions on Belarus as part of a deal to release political prisoners, Minsk said it would host Russian long-range hypersonic missiles; frustrated with the progress on trade talks, Washington suspends a $41 billion tech deal with Britain signed this summer; the White House approves more than $11 billion in arms sales to Taiwan as it also okays the sale of NVIDIA H200 chips to China; Japan deploys radar units to Kitadaitōjima island to monitor Chinese military activity; former Hong Kong tycoon Jimmy Lai was found guilty of violating both China's new national security law and a colonial-era sedition measure; Beijing backs UAE's claim over three Gulf islands drawing Tehran's ire; two gunmen shaped by ISIS ideology attacked a Hanukkah celebration on Bondi beach, killing 15 and wounding another 40; Israel conducted strikes against Hamas in Gaza and Hezbollah in South Lebanon; and our year in review.

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 week on Wall Street; the House's version of the National Defense Authorization Act; implications of US efforts to push Ukraine to ceasefire that now appears to include Kyiv giving up on NATO membership in exchange for Western security guarantees; outlook for the SCAF next-generation air program as French, German and Spanish defense ministers meet in advance of meeting next week between President Emmanuel Macron and Chancellor Friedrich Merz; the GCAP consortium's invitation that Canada join Britain, Italy and Japan in developing a family of next generation air systems; Boeing closes its $8.3 billion acquisition of Spirit AeroSystems as the company's Air Force One program is delayed another year to mid 2028 and the Federal Aviation Administration reviews the proposed angle of attack alert system for 737 Max 10 jets; SpaceX prepares its IPO the company could be working $800 billion; and JP Morgan Chase hires Berkshire Hathaway's Todd Combs and recruits veteran advisers including Jeff Bezos, Michael Dell, Ford CEO Jim Farley, former Defense Secretary Mark Esper, former Secretary of State Condoleezza Rice and retired Gen. Dave Petreaus to oversee bank's $1.5 trillion Security and Resilience Initiative investment fund.

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 passage of the House's version of the $900 billion National Defense Authorization Act that includes $8 billion more than the administration requested as the Senate decides against extending Obamacare subsidies raising the prospect of another government shutdown in January after the current continuing resolution that ended the last record shutdown expires; Ukraine's partnership with European allies to blunt US demands that Kyiv meet Moscow's demands by handling over the whole Donbas to Russia as President Trump steps up his attacks on Europe as “weak” and “decaying” in the wake of his National Security Strategy that made clear Washington sees European allies as a bigger threat than Russia; Germany's drive to become Europe's largest army and France's army chief says the nation must prepare itself to sacrifice its children to defend itself as NATO Secretary General Mark Rutte warned that Europe is Russia's next target within five years and nations should prepare for war on a scale not seen since World War II as Britain's attack subs suffer from low availability; China and Russia work together in air and naval maneuvers aimed at pressuring Japan and the United States as Washington approves the export of NVIDIA's H200 chips to China; the Lowy Institute's latest Power Index that finds China, North Korea and Russia have risen in the ranks as America has declined; and the 40th Australia-US Ministerial that says “full speed ahead” on the AUKUS partnership.

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 National Defense Authorization Act and appropriations; the Tennessee special election; lawmakers' frustration with the administration's boat strikes and plans to cut troops from Europe; the new National Security Strategy that makes clear the United States will no longer shoulder responsibility for the global rules-based order it created, puts the Americas at the center of its strategy, criticizes Europe for impeding peace in Ukraine and that Washington will “cultivate resistance” by backing European nativist political parties that oppose migration and promote nationalism; characterizes China as primarily an economic threat although does call for a bigger US role in the IndoPacific to deter conflict and if necessary, fight and win; ongoing US efforts to pressure Ukraine to accept a deal to end fighting so Washington and Moscow can resume trade ties; American officials demanded rope to pick up NATO's conventional defense responsibilities by 2027; Trump's pressure on Japan's hawkish Prime Minister Sanae Takaichi to ease pro-Taiwan rhetoric that's angered Beijing, the decision to not sanction Chinese spy agencies involved in the Salt Typhoon attack on US government and industry, and sale of some of advanced computer chips China wants; French President Emmanuel Macron's visit to Beijing and Vladimir Putin's trip to New Delhi; European efforts to convince Belgium to release 140 billion euros in frozen Russian assets to help Ukraine; and what to expect from the Reagan National Defense Forum this weekend at the Ronald Reagan Presidential Library and Museum.

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 National Defense Authorization Act and appropriations; the Tennessee special election; lawmakers' frustration with the administration's boat strikes and plans to cut troops from Europe; the new National Security Strategy that makes clear the United States will no longer shoulder responsibility for the global rules-based order it created, puts the Americas at the center of its strategy, criticizes Europe for impeding peace in Ukraine and that Washington will “cultivate resistance” by backing European nativist political parties that oppose migration and promote nationalism; characterizes China as primarily an economic threat although does call for a bigger US role in the IndoPacific to deter conflict and if necessary, fight and win; ongoing US efforts to pressure Ukraine to accept a deal to end fighting so Washington and Moscow can resume trade ties; American officials demanded rope to pick up NATO's conventional defense responsibilities by 2027; Trump's pressure on Japan's hawkish Prime Minister Sanae Takaichi to ease pro-Taiwan rhetoric that's angered Beijing, the decision to not Chinese spy agencies involved in the Salt Typhoon attack on US government and industry, and sale of some of advanced computer chips China wants; French President Emmanuel Macron's visit to Beijing and Vladimir Putin's trip to New Delhi; European efforts to convince Belgium to release 140 billion euros in frozen Russian assets to help Ukraine; and what to expect from the Reagan National Defense Forum this weekend at the Ronald Reagan Presidential Library and Museum.

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…Cavas and Servello are on the road this week, so we jump right into the discussion portion of the podcast. Joining us to deep dive into lessons learned from the curtailment of the troubled Constellation frigate program are former Under and Acting Secretary of the Navy Thomas Modly and retired Rear Admiral and former Fincantieri executive Chuck Goddard. Please send us feedback by DM'ing @CavasShips or @CSSProvision or you can email chriscavas@gmail.com or cservello@defaeroreport.com.

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.