Podcasts about 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 Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss a down week on Wall Street on AI worries; the implications of renewed US-Iran military operations; United Airline's record second quarter 2026 results despite an 84 percent increase fuel costs over the same 2025 period; AV and GE Aerospace earnings results; authorization and appropriations stalled in the Senate as the House Budget Committee considers a revised Reconciliation 3.0 package that includes Iran war funding and totals $60 billion rather than $350 billion as expected with a Reconciliation 4.0 needed to bridge the differences; analysis of Ukraine's decision to order 16 Rafale fighter jets; Pentagon policy chief Bridge Colby dismisses notion of a “middle power strategy” of smaller nations banding together to keep from being bullied by great powers as well as nations opting against US arms purchases as Canada moves to gain observer status on the Global Combat Air Program led by Britain with Italy and Japan as Ottawa reconsiders its plan to acquire 88 F-35 Lightning fighters from Lockheed Martin, and taps BAE Systems Australia for a nearly $1.8 billion contract for the Arctic Over-The-Horizon Radar to plug air defense gaps for the US-Canada North American Aerospace Defense Command; and the themes that will shape the Farnborough International Airshow 20-24 July 2026.

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 renewed US-Iran hostilities; a bewildering bewildering week in Congress as the NDAA and appropriations stalled in the Senate, the Iran supplemental and reconciliation; how Sen. Mitch McConnell's illness and Sen. Lindsey Graham's sudden death impact legislation; Pentagon policy chief Bridge Colby's dismissal of “middle power” strategies; Volodymyr Zelenskyy's latest cabinet reshuffle that ousted Yulia Svyrydenko and his popular defense minister Mykylo Federov; after dismissing the Knesset and calling October elections, Israeli Prime Minister Binyamin Netanyahu to visit Washington for Graham's funeral; Israel and Lebanon advance peace talks and Hamas asks Iran for help; more than 100 Democratic lawmakersand one Republican vote against military support for Israel; Iraq's new Prime Minister Ali al Zaidi met with Trump at the White House; Xi Jinping continues to purge the part of top leaders accused of corruption, expelling Politburo member Ma Xingrui, the former governor of Xinjiang province who once headed the country's space program; North Korea accuses Pak Hui-chol, deputy director of the Organization Department of the Korean People's Army General Political Bureau, of abuse of power and corruption; and the US Coast Guard will base a squadron of its cutters to the Western Pacific.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss Wall Street's latest up week even as energy prices rise after US and Iranian forces exchanged strikes and President Trump says the ceasefire between the countries is over and Tehran struck shipping in the Strait of Hormuz; air travel impact of renewed hostilities as Delta maintains the carrier will maintain pricing and profit power; the US defense budget outlook as the appropriations process as well as the administration's $88 billion Iran war supplemental stall; efforts by the House budget committee to accelerate the $350 billion reconciliation 3.0 budget increase for the Pentagon; analysis of NATO's Ankara summit that included a pledge of unity as well as $50 billion in deals, including the alliance's acquisition of new Saab GlobalEye radar planes and Northrop Grumman Triton reconnaissance aircraft; whether the summit was enough to assuage allied concerns about America's commitment to NATO despite rhetoric from Washington and President Trump's continued interest in acquiring Greenland; implications of Trump's pledge to allow Ukraine to join Japan and Germany in license producing Patriot missiles; what it will take to allow Turkey back into the F-35 Lightning II fighter project; the decision — after Washington resumed strikes on Iran — to fly the president out of the Turkish capital to Britain on the purpose-built VC-25A presidential transport, where he boarded the former Qatari jet to return to Washington; Lockheed Martin's proposed $3.5 billion acquisition of Ultra's Martime business; engine failure aboard a Ryanair 737 heading from Greece to Germany that shattered a window, injuring a passenger before who was sucked partly out of the aircraft; and Bank of America's initiation of SpaceX coverage.

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 a $1.15 trillion House National Defense Authorization Act that's in trouble as both the Trump administration's $88 billion Iran war supplemental and House and Senate appropriations processes stall; under President Trump's pressure, the House Budget Committee moves to advance the $350 billion Reconciliation 3.0 measure for the Pentagon; US attorney Jay Clayton's hearing to become the next director of national intelligence is back on; after Iran attacked three ships in the Strait of Hormuz Trump says the ceasefire with Tehran is over and resumed strikes, again sending energy prices soaring as Iran continues efforts to exert control over the critical waterway; takeaways from the NATO's Ankara Summit where Trump berated allies for not backing his Iran war and still seeking to acquire Greenland, but also endorsed alliance priorities including defense projects and allowed Ukraine to license produce Patriot missiles; as Russia ramps up attacks on Ukraine, Moscow uses AI to wage a disinformation campaign against American data centers and technology; Russia's partnership with China; Beijing's test of a new submarine-launched ballistic missile; Taiwan's opposition pro-China Kuomintang party stalls President Lai Ching Te's asymmetric defense strategy; analysis of former US ambassador to Japan Rahm Emanuel's peace plan for the Middle East; Israel's declining popularity; Israeli Prime Minister Binyamin Netanyahu's plan to visit New York City in September for the United Nations General Assembly meeting as New York Mayor Zohran Mamdani vows to make good on his plan to enforce an International Criminal Court arrest warrant on the Israeli leader; and a look at US political drama from Graham Platner's collapsing campaign against Sen. Susan Collins in Maine to the impact of Sen. Mitch McConnell's declining health.

Defense & Aerospace Daily Podcast [Jul 08, '26] Sam Bendett & Eugene Rumer on Russia, Ukraine 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, Sash Tusa of Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss Wall Street's continuing rally in the wake of the US-Iran deal; outlook for air travel as analysts adjust war's impact on energy and air travel; Castlelake's $7.3 billion offer to acquire the European discount carrier; expectations as NATO leaders convene in Ankara for the alliance's annual summit; Saab's massive week as Ukraine ordered 16 of the company's most advanced Gripen E fighter aircraft, on top of the 16 C-D versions of the jets donated by the Swedish government, and signature of a nearly $5 billion contract for three of the Swedish firm's A26 submarines; how the Gripen order could boost Saab's prospects as Canada's next fighter and whether HDW's loss will boost Hanwha's offer over the German company's proposal in Ottawa's competition for a dozen new attack submarines; Thales buys drone and robotics maker Exail after Safran scrapped it's $2.3 billion offer to buy the French firm; continuing consequences for Rheinmetall and Thales of Germany's decision to cancel the six-ship F126 frigate program; KNDS' decision to pull its initial public offering; the Federal Aviation Administration's move to create new rules for supersonic civil transports; and RocketLab's $8 billion acquisition of Iridium to compete against SpaceX and its StarLink product.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss a Wall Street rally after a brutal drop; what's for the Iran war as Washington and Tehran trade fire; Trump administration's expected request for $88 billion to cover Iran war costs as the president hosted US defense executives at the White House accelerate production to refill depleted US weapons stocks; Lockheed Martin's seven-year $35 billion to quadruple THAAD interceptor production; budget deliberations continue in Washington as White House proposes taking $1.7 billion from the Navy to pay for the E-7 radar planes Congress forced the administration to buy for the US Air Force; British Prime Minister Kier Starmer's decision to step down, clearing the way for former Manchester Mayor and new Member of Parliament Andy Burnham to challenge his leadership of the Labour Party; NATO Secretary General Mark Rutte's Washington visit to woo Trump to ensure an Ankara Summit July 7 and 8 that mirrors the recent G7 meeting; whether the US move to withdraw capabilities from Europe is part of a strategy to drive European nations into turning to Washington to buy stop gap capabilities; France orders 5,000 more quadcopters from Harmattan AI after the two-year-old startup delivered 1,000 quadcopters in six months; Air Force acceptance of the T-7 Red Hawk trainers, but with an airworthiness risk classified as “serious” because a Boeing supplier hasn't released data on some unspecified safety-critical elements needed to sustain the aircraft; questions about Rheinmetall's strategy of purchasing Lurssen's naval business and take over construction of six large frigates for the Deutsche Marine after Berlin cancelled the F116 project; China Eastern's order of 25 A330neo for more than $9 billion and China Southern's purchase of $3.6 billion worth of 777s from Boeing; and Babcock's full-year results.

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 derailing of the budget process by refusing to sign a bipartisan housing affordability measure until lawmakers pass his SAVE Act that critics maintain is a voter suppression measure; prospects for Reconciliation 3.0 as lawmakers move to tie it to portions of the SAVE measure; House and Senate authorization and appropriations processes move ahead as the administration is expected to request $88 billion to cover Iran war costs; analysis of ongoing US-Iran negotiations — as well as direct contact between American military officials and the Islamic Revolutionary Guard Corps — as Tehran fired on a Singaporean tanker for using an unauthorized transit corridor through the Strait of Hormuz, shutting traffic as Iranian officials continue efforts to assert ownership of the key waterway; Secretary of State Marco Rubio's efforts at the Gulf Cooperation Council to sell the deal to nervous allies as Saudi Arabia opened direct talks with Iran; Israel's continuing operations fighting Hezbollah in Lebanon; NATO Secretary General Mark Rutte's visit to Washington to pave the way for a smooth alliance summit 7-8 July in Ankara as the administration considers deep cuts in US capabilities available to NATO and fires Gen. Chris Donahue, the top US Army commander in Europe; Ukraine turns the tables on Russia and Crimea; China sails its newest aircraft carrier — the Fujian — through the Taiwan Strait and pressures US states and private American firms to cut ties with Taipei; US efforts to modernize alliances across Asia whether through new operational concepts or economic ties; South Korea's investment in the United States and whether US lawmakers will allow the US Navy to buy foreign-made ships; Japan's $2.3 trillion industrial plan; Kim Jong Un commission's North Korea's largest ever new destroyer on the 76th anniversary of north's invasion of the south; and reflections as America celebrates its 250th birthday.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss a Wall Street rally after Washington and Iran struck a 14-point deal that reopens the Strait of Hormuz; takeaways from the G7 meeting that endorsed Ukraine's sovereignty and imposed new sanctions on Russia and Defense Secretary Pete Hegseth's announcement of a six-month review of US forces detailed to NATO; Britain's decision to develop ITAR-free strike missiles and what's next now that Manchester Mayor Andy Burnham was elected to Parliament; analysis of the Eurosatory land systems show in Paris where Ukraine seized the spotlight as an innovative and capable supplier; L3Harris delivery to the US Air Force of a former Qatari royal aircraft modified to serve Air Force One — as the VC-25B “Bridge” aircraft — until Boeing delivers two new purpose-built presidential aircraft; the Air Force's award of six-year contracts to both Anduril and General Atomics Aeronautical Systems to develop and delivery their Increment One versions of the Collaborative Combat Aircraft; Boeing's withdrawal from the US Navy's competition for a new training aircraft to replace the T-45 Goshawk, leaving Leonardo and Beechcraft to compete against Sierra Nevada with Northrop Grumman and General Atomics; Dassault's Falcon 10X business jet makes its first flight; and after 10 years of research, Qantas took delivery of new Airbus 350-1000 jetliners that allow the carrier to launch more than 20-hour nonstop flights from Sydney to New York and London includes lighting and wellness features to attract passengers.

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 the appropriations process as the Senate Armed Services Committee finishes its version of the National Defense Authorization Act and the outlook for reconciliation and an Iran war supplemental; prospects for the Foreign Intelligence Surveillance Act after President Trump directed his nominee to become the next Director of National Intelligence, US attorney Jay Clayton, to skip his confirmation hearing clearing the way for housing chief Bill Pulte to serve in an acting capacity; Washington and Tehran's 14-point ceasefire memorandum of understanding giving the two sides 60-days to negotiate a lasting deal that reopens the Strait of Hormuz that lawmakers and Israel blast as too generous toward Iran; Vice President Vance's warning to Jerusalem; G7's support for Ukraine's territorial integrity and impose more sanctions on Russia as Britain and France organize nations for a military mission to restore traffic through the strait; Defense Secretary Pete Hegseth launches another broadside at the alliance as Washington considers withdrawing key withdrawing air and naval capabilities; South Korean President Lee Jae Myung's invitation for Trump to lead a peace talks with North Korea; Beijing's ability to strike Australia; and the Pentagon's decision to change the US Indo-Pacific Command back to the US Pacific Command.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss Wall Street's rebound despite inflation hitting its highest mark since 2022 propelled in part by SpaceX's Initial public offering; President Trump's claim to a ceasefire deal to immediately open the Strait of Hormuz as Iran says more time is needed and Israel says it's not party to any agreement; president's planned meeting next week at the White House to meet with top US defense executives accelerate weapons production refill stocks depleted by continuous military operations and support for Ukraine and Israel; the House Armed Services Committee moves to back the Trump administration's 2027 budget request at $1.15 trillion, but House appropriators mark the measure at $1.07 trillion as consensus grows that reconciliation measure to add $350 billion to the Pentagon budget is unlikely, setting up the prospect of jamming $1.15 trillion of spending into $1.15 trillion in available funding; implications of planned US cuts to forces available to NATO including fighter, reconnaissance and tanker aircraft, bombers, a ballistic missile submarine and warships including an aircraft carrier as alliance members remain unable to unite to compensate for Washington's pull back; the unraveling of the Franco-German SCAF next generation combat air systems effort with Spain and Belgium at the Berlin Air Show; Germany is now said to be eying participation in the Global Combat Air Program led by Britain and including Italy and Japan as reports suggest London's funding for marquee effort is shaky; the resignations of British Defence Secretary John Healey and Armed Forces Minister Al Carns to protest Prime Minister Keir Starmer's inability to bolster defense spending as Japanese officials reportedly expressed frustration at Britain's funding levels for the program; and more tensions between France and Germany at the Eurosatory ground warfare exhibition in Paris next week.

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 the Senate markup of its version of the National Defense Authorization Act as House appropriators unveil their $1.07 trillion defense spending measure; as lawmakers pass Reconciliation 2.0 that funds President Trump's immigration efforts, Sens. Mitch McConnell, R-Ky., and Susan Collins, R-Maine, see dim prospects for the $350 billion Reconciliation 3.0 plus up for the Pentagon; how the administration and lawmakers can pack $1.5 trillion in planned spending into a smaller funding package; the future of the Foreign Intelligence Surveillance Act; the president's decision to tap US attorney Jay Clayton as the next Director of National Intelligence; what's next for the Iran war as Trump declares a deal involving Tehran and Jerusalem is imminent, a stance Iran and Israel deny; as Russia escalates its provocations against Europe, Washington prepares deep cuts to US capabilities for NATO, including cuts to fighter, bomber, reconnaissance, and refueling aircraft as well as a missile sub and warships including an aircraft carrier as NATO's Supreme Allied Commander Gen. Alex “Grinch” Grynkewich tells a European audience that “Russia is not looking for a conflict;” British Defence Secretary John Healey and Armed Forces Minister Al Carns resigned to protest Prime Minister Sir Keir Starmer's unwillingness to increase defense spending to bolster the country's flagging military capabilities; Starmer visits Tokyo where officials express frustration that Britain is underfunding the Global Combat Air Program that includes Japan and Italy; Japan and South Korea work increasingly closely with Europe with the Takaichi to expand her tour of Europe during the upcoming G7 meeting; China continues to salami slice in South China Sea and arrests US citizen Min Zin, testing its detente with Washington; and Xi Jinping's visit to Pyongyang bolstered Kim Jong Un's nuclear hand.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss the worst day on Wall Street since April 2025, ending a nine-week winning run driven by worries over the chip stocks and higher interest rates; airline CEOs meet at IATA's 82nd General Meeting in Rio de Janeiro as energy prices remain high and Washington and Tehran continue to discuss a ceasefire; Airbus order and delivery figures as Boeing CEO Kelly Ortberg eyes a further increase in 737 production to 70 jets a month; Southwest sticks with all 737 fleet despite frustration over Max 7 delay; Airbus won't be ready to unveil stretch version of A220 by Farnborough; the House Armed Services Committee's chairman's markup of the Trump administration's $1.15 trillion spending request for 2027 and its version of the National Defense Authorization Act; outlook for the $350 billion Reconciliation 3.0 plus up to the Pentagon budget; Washington's decision to block delivery of Tomahawk cruise missiles ordered by Germany to avoid provoking Russia; and what to expect from next week's ILA air show in Berlin.

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 Senate passage of the $70 billion Reconciliation 2.0 package and what it means for the $350 Reconciliation 3.0 measure for the Pentagon; the House Armed Services Committee's National Defense Authorization Act and chairman's markup of the administration's $1.15 trillion 2027 defense spending request; House passage of war powers resolution; outlook for US-Iran talks as two sides trade fire; Trump orders Israel to not strike Beirut to prevent collapse of talks with Iran, prompting Israel and Lebanon to strike new ceasefire; House approval of $8 billion in new Ukraine aid; Kyiv struck St. Petersburg oil facilities as Vladimir Putin convened his annual economic forum where Saudi Arabia was a special guest; Moscow's $25 billion Iran nuclear deal; Washington's decision to block Tomahawk cruise missiles for Germany to avoid provoking Moscow as Norway joined France's European nuclear deterrent initiative; Chinese coercive maritime behavior; Japan's quasi-alliances with Australia, the Philippines and — perhaps — SouthKorea; undersea warfare and uncrewed technologies become the first AUKUS Pillar II elements; the 17-nation Guiding Principles for Underwater Infrastructure Defence Exchanges; impact of Trump's proposal to elevate Federal Housing Finance Agency as well as Fannie Mae and Freddie Mac boss Bill Pulte as acting Director of National Intelligence on renewal of the Foreign Intelligence Surveillance Act; and US politics.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss another record Wall Street close on strong tech performance and prospect of a US-Iran ceasefire as a quarter of trapped Persian Gulf tankers have reportedly passed through the Strait of Hormuz with US Navy help; airlines grapple with higher fuel costs and declining traffic as the Department of Homeland Security threatens to pull immigration and customs enforcement officers from major US international airports to punish cities the Trump administration deems insufficiently supportive of its immigration crackdown as analysts warn the move would have a catastrophic impact on business and leisure travel to the United States; a banner week for Saab as Ukraine commits to acquiring up to 150 Gripen jets, Canada opts for four of the company's GlobalEye radar planes, and the Swedish firm strikes a partnership to mount its LoyalEye radar on General Atomics Aeronautical Systems' MQ-9; analysis of the Pentagon's plan to spend tens of billions of dollars on buying drones and investing in companies that make them; major Space Force contracts for SpaceX as the company launches history's largest ever initial public offering valued at $1.8 trillion, including a $4 billion award to develop a space-based air moving target indicator capability by 2028 that would make airborne early warning aircraft obsolete and $4 billion for missile tracking radars for Golden Dome missile defense system; and Elbit and Heico earnings.

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 former Pentagon Comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss prospect of a US-Iran ceasefire deal after both sides exchange fire; Israel ramps up strikes on Hezbollah in South Lebanon and Hamas in Gaza; Russia pounds Ukraine, warning foreigners to leave Kyiv lest they be targeted as a Russian drone overshoots Ukraine to hit an apartment building in Romania; Moscow ramping up of threats and intimidation against the Baltics as America shifts its force posture in Europe and reduce capabilities devoted to NATO; Ukraine's decision to buy Saab's Gripen fighter as Stockholm opts for French frigates and Canada buys Swedish radar planes; what to expect from the International Institute for Strategic Studies' 24th annual Shangri-La Dialogue in Singapore; South Korea's decision to pursue nuclear attack submarines; the Quad — America, Australia, India and Japan — launches its first security organization, the Indo-Pacific Maritime Surveillance Cooperation Initiative; and the latest rift between the Israel and the UN.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss a roaring Wall Street despite rising inflation and worries about higher interest rates; energy prices drop as Washington and Tehran again are on the verge of a deal to reopen the Strait of Hormuz as nations led by Britain and France prepare to participation in an international mission to help reopen the critical waterway; the prospect of ongoing operations prompts the US Air Force to cancel the RAF Benevolent Fund's annual Royal International Air Tattoo, the weekend before the Farnborough International Airshow in July; after President Trump's visit to Beijing, China said it would order 200 Boeing jetliners and GE Aerospace engines; GOP senators rebel over Trump's $1.8 billion fund to compensate allies and $1 billion White House ballroom, blocking a reconciliation package to bolster Pentagon spending; after cutting 5,000 US troops from Germany and canceling the rotational deployment of 4,000 soldiers to Poland, Trump says 5,000 American troops will be permanently based in Poland to reward right-wing President Karol Nawrocki as Washington reconsiders capabilities it will make available to NATO; Sweden picks Naval Group's Amiral Rona'ch-class FDI frigate over Babcock's Type 31 for four-ship, $4 billion contract; mounting pressure for British Prime Minister Sir Keir Starmer to resign; Airbus production delays as a French court holds the company and Air France accountable for a 2009 crash that killed 228; and a Seattle jury found Boeing not guilty of wrongdoing in a suit brought by Poland's LOT airlines after the company's 737 Max jetliners were grounded in the wake of two deadly crashes that killed 346.

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, 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 outlook for reconciliation as Senate GOP lawmakers rebelled against President Trump's $1.8 billion fund to compensate allies prosecuted for their actions and $1 billion to pay for a new White House ballroom after the president backed Ken Paxton over Sen. John Cornyn in Texas and Sen. Bill Cassidy lost his Louisiana primary in Louisiana; prospect of a deal between Washington and Tehran as Iran continues efforts to formalize its control over the Strait of Hormuz; Vladimir Putin's escalating provocations against the Baltics as Washington reconsiders its obligations to NATO and shifts troops in Europe; reverberations of Trump's summit with Xi Jinping as the Chinese leader hosted Putin; Washington's move to shift more operational control to South Korea as South Korean President Lee Jae Myung and Japanese Prime Minister Sanae Taikichi hold a landmark meeting; Seoul and New Delhi strike a security agreement as Prime Minister Narendra Modi visited Rome to ink another security deal; and Israel's Finance Minister Bezalel Smotrich said he would evict Palestinian Bedouins from a West Bank village in retaliation for an ICC warrant seeking his arrest.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss a flat week on Wall Street as April inflation that rose to 3.8 percent on higher energy costs in the wake of the US-Israel war on Iran; Washington-Tehran talks continue as Strait of Hormuz traffic remains stalled; President Trump's summit in Beijing with Xi Jinping that yielded few deals and Taiwan as the central bargaining chip in the relationship; the US defense budget outlook as lawmakers float the prospect a “3.0” version of reconciliation; Vladimir Putin suggests that the Ukraine war is coming to an end as he continues to pound Ukrainian cities; the Pentagon's abrupt cancellation of the deployment of 4,000 troops after the first elements of the 2nd Armored Brigade Combat Team had already arrived in Poland to help deter Russian aggression; UK political update as Prime Minister Sir Keir Starmer faces a leadership challenge; Babcock's warning of higher costs on its Type 31 frigate for the Royal Navy and export customers; and Lorenzo Mariani replaces Dr Roberto Cingolani at Leonardo's helm.

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, 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 Congress and the Trump administration's $1.15 trillion defense budget request, Reconciliation 2.0 as well as a new 3.0 version; lawmaker reaction to Pentagon's claim the Iran war has cost $29 billion; update on talks to end the US-Israel war on Iran as the CIA estimates Tehran has reconstituted much of its capabilities as the Strait of Hormuz remains closed except to shipping Iran allows; news reports that Emirati and Saudi aircraft participated in operations against Iran as Prime Minister Binyamin Netanyahu visited the UAE where Israeli air defenses troops are stationed; Saudi Arabia proposes a nonaggression pact with Iran; in the first of four planned summits, President Trump flatters Xi Jinping but the Chinese leader warns of Taiwan as a flashpoint in the relationship that could lead to conflict as American eagerness for more business for US firms fails to land deals; Vladimir Putin suggests his Ukraine war is coming to an end even as he continues to bombard the country and Kyiv disrupts Moscow's Victory Day commemorations; bipartisan lawmakers force a vote on Ukraine aid as the administration continues to punish Europe for not supporting the Iran war by abruptly canceling a planned nine-month deployment to Poland of 4,000 troops from the 2nd Armored Brigade Combat Team of the 1st Cavalry Division, some of whom had already arrived in the country to help deter Russian aggression; and an update on redistricting and their impact on November's elections.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss another strong week on Wall Street on stronger than expected US jobs figures and momentum trading despite ongoing negotiations between Washington and Tehran continue to negotiate an end of the Iran war as both sides continue to fire on each others forces and Iranian attacks on international shipping; air travel outlook as jet fuel prices soar; President Trump's summit with Xi Jinping in Beijing, the first of four meetings this year between the leaders as Washington pursues its “grand bargain” with talks that will cover trade, critical minerals, Taiwan and AI; Trump's threat that European nations face a 25 percent tariffs on cars unless the EU accepts a trade deal by July 4 as the president threatens to withdraw troops from Italy and Spain and reassess its relationship with NATO after members of the defensive alliance refused to participate in the US-Israel offensive war on Iran; Rheinmetall's new joint venture company with Destinus with plans to start production later this year of a new cruise missile with more than 430 miles of range and the German giant's proposal to take over Germany's F126 frigate program from Damen and deliver six ships under a 12 billion euro contract; Turkey's plans for a new ICBM with a three-ton warhead and range of nearly 4,000 miles; outlook for British defense as Labour lawmakers call for Prime Minister Sir Keir Starmer's resignation after a drubbing in local across England, Scotland and Wales; AirAsia's decision to order 150 Airbus A220 jetliners; and a look at Embraer, Hensoldt, Howmet, Rheinmetall, RocketLab, and Transdigm earnings.

On this week's Defense & Aerospace Report Washington Roundtable, sponsored by L3Harris, Dr. Patrick Cronin of the Hudson Institute think tank,Cavas Ships podcast co-host Chris Servello; 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 what's next for the Iran war as Tehran and Washington continue talks while exchanging fire that damaged cargo ships in the Strait of Hormuz and the UAE's key oil port at Fujairah; Washington's Project Freedom mission to escort ships through the strait; Israel's continuing strikes on Lebanon; how the energy crisis precipitated by the war shaped the European Political Community summit in Yerevan and the ASEAN meeting in the Philippines; Ukraine gains the upper hand with strikes deep into Russia as Moscow prepares to commemorate Victory Day and Russians grow increasingly frustrated with the war; President Trump threatens European allies with a 25 percent tariff on cars if the EU doesn't approve a trade pact by July 4; analysis of the administration's decision to cut 5,000 of 36,000 American troops from Germany and threat to pare back US forces from Italy and Spain as well; what to expect when Trump and Xi Jinping meet in Beijing; Japanese Prime Minister Sanae Takaichi's visit to Australia and Vietnam as Tokyo considers exporting used warships to the Philippines; and North Korea's new constitution that drops reuniting with the south as a goal.

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 despite rising energy prices; implications of the collapse of Spirit Airlines; Airbus earnings as the European giant as well as Bombardier, Crane, Garmin and L3Harris report; Textron's plan to separate its aerospace and defense business from its industrials group; business jet outlook; Washington's warning to allies that delivery of the US weapons they've ordered will be long delayed as new production is redirected to refuel depleted American military stocks; the Pentagon's Friday announcement that 5,000 troops from Germany will be withdrawn over the next six to 12 months, leaving 30,000 US service members in the country, where troop levels were before Russia's invasion of Ukraine; and the outlook for E-7 program as the US Air Force tests two prototypes of the Boeing radar plane with five to be delivered under the Engineering and Manufacturing Development phase of the multi-year contract that the Trump administration has worked to stop in favor of space-based airborne warning and control as well as ground-moving target indication missions.

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; 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 a chaotic week as House lawmakers advance a budget resolution to increase Immigrations and Customs Enforcement funding, extend the Foreign Intelligence Surveillance Act and end the 80-day partial shutdown of the Department of Homeland Security; Defense Secretary Pete Hegseth and Joint Chiefs of Staff Chairman Gen. Dan Caine testify before Congress as Hegseth lambasts members over the Iran war, arguing the ceasefire effectively stppped the 60-day War Powers Resolution clock; GOP lawmakers move to secure public funding President Trump's top priority White House ballroom after the attack on the White House Correspondents Association dinner that prompted the evacuation of the president and top officials; continuing talks continue to end the US-Israel war on Iran as the United Arab Emirates dropped out of the Organization of the Petroleum Exporting Countries; Trump engaged Vladimir Putin to renew efforts to force Ukraine to accept a ceasefire as Russia continues to take a beating at Ukrainian hands as its mercenaries are trounced in Mali and its “no limits” partnership with Beijing shows cracks; NATO nations consider scrapping their upcoming summit to avoid a clash with Trump; Germany's drives ahead to become Europe's defense leader; nuclear signaling by China and both Koreas as the Nonproliferation Treaty conference convenes in New York; defying Beijing, Paraguay's President Santiago Pena to visit Taiwan in May as China again warned Japan about its commitment to a “free and open” Indo-Pacific; and takeaways from King Charles' state visit and his historic address to a joint session of Congress on America's 250th birthday.

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 as investors worried about what's next for the US-Israel war on Iran and higher energy prices on inflation, goods and services; how rising jet fuel prices are impacting airlines and the commercial aviation industrial ecosystem; President Trump's suggestion that the US government use Defense Production Act authorities to acquire Spirit Airlines for $500 million; the Trump administration submits its $1.15 trillion 2027 defense budget request to Congress as key lawmakers push back on a $350 billion reconciliation package to fund programs, $17 billion to for the president's top priority Golden Dome air and missile defense system with only $400 million in funding included in the base budget request; how lingering Iran war costs to repair damaged civilian and energy infrastructure could complicate efforts by Gulf nations to increase defense spending; the Pentagon's reported efforts to punish NATO members for not participating in the US-Israel war on Iran, including suspending Spain's membership in the alliance and backing Argentina's claim to the Falkland Islands as King Charles begins his state visit to the United States; Germany's first-ever security strategy to be Europe's defense leader by 2039; NATO's decision to buy Saab's GlobalEye to replace its aging fleet of Boeing E-3 Sentry Airborne Warning and Control aircraft; and a look at first quarter earnings reported by Boeing, GE Aerospace, Lockheed Martin, Northrop Grumman, RTX, Thales, and Teledyne.

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; 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 the Trump administration's $1.15 trillion 2027 defense budget request and opposition from veteran Republican lawmakers to funding key programs like the Golden Dome missile defense project through reconciliation as a GOP civil war erupts over reauthorization of the Foreign Intelligence Surveillance Act, complicating efforts to fund the Department of Homeland Security; President Trump — citing a request from Pakistan — again extended the ceasefire with Iran to negotiate a deal as both US and Iranian forces seize ships in the Strait of Hormuz, and announced a three-week ceasefire extension to allow Jerusalem and Beirut to negotiate a deal over Hezbollah in South Lebanon; the Pentagon reportedly seeks to punish NATO allies for not supporting the Iran war, including “suspending” Spain's membership and siding with Argentina against Britain's sovereignty over the Falklands as the White House prepares to host King Charles for a state visit to celebrate America's 250th birthday; Berlin plans to become Europe's leading military by 2039 as the EU approved a 90 billion loan to Ukraine; top US Indo-Pacific commanders testify before the Senate as Washington tells Taipei to pass a defense budget in exchange for military assistance; Japan participates in US-Philippine exercises as Tokyo says it will allow arms sales to allies and partners, prompting protests from Beijing that sailed warships through Yokoate waterway; Trump fired his Labor Secretary Lori Chavez-DeRemer and Defense Secretary Pete Hegseth sacked Navy Secretary John Phelan; Democratic Florida Rep. Sheila Cherfilus-McCormick resigned; and Virginia voters approved the latest gerrymandering plan that could give Democrats an edge in November elections.

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 record week on Wall Street as stocks soared and energy prices plunged after Iran said it would open the Strait of Hormuz, but prices increased sharply over the weekend announced the closure of the strait to protest Washington's blockade despite a ceasefire agreement; President Trump's threat to resume strikes unless a deal is reached; impact of jet fuel prices on air carriers cut flights; implications of a merger between United and American air lines and whether regulators would approve the creation of the world's largest air carrier that would also control half of domestic air travel; takeaways from the National Space Symposium; look ahead to the administration's 2027 defense budget submission to Congress on Wednesday; Peter Magyar's election as Hungary's next prime minister; former NATO Secretary General Lord George Robertson's stark warning about the perilous state of Britain's defenses; Italy's decision to suspend defense cooperation with Israel; and the US Army's decision to name Bell's new MV-75 the Cheyenne II.

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; 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 the prospect of a deal to end the US-Israel war on Iran that would curb its nuclear ambitions that was facilitated by a ceasefire between Israel and Hezbollah in Lebanon after talks in Washington; whether a resumption of hostilities in South Lebanon will trigger a response from Iran; impact of Iranian statement that the Strait of Hormuz will be open through the current ceasefire; efforts by lawmakers to curb Trump's war powers as well as renew FISA; Britain and France's maritime coalition meeting in Paris; Xi Jinping's criticism that the world can't afford to revert to the law of the jungle a month before meeting with the American president in Beijing; what to expect as the administration prepares to submit its full 2027 defense spending request to Congress next week as Office of Management and Budget Director Russ Vought refuses to tell lawmakers how much money the Pentagon will need to cover Iran war costs; implications of Hungarian Prime Minister Viktor Orban's loss to Peter Magyar as the new leader pledges to fight corruption, warm relations with the EU including dropping Budapest's opposition to a 90 billion euro loan package to Ukraine, sack Orban cronies and restore press freedoms; former NATO Secretary General Lord George Robertson's warning that Britain is in peril after underfunding defense; prospect Russia will make a move against Europe this year; Australia's new defense strategy that would increase military spending to 3 percent of GDP; North Korea's vow to increase nuclear enrichment; and Trump's feud with Pope Leo.

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 up week on Wall Street after President Trump announced a two-week ceasefire in the US-Israel war on Iran and how the president's Sunday announcement after US-Iran talks failed that America would blockade the Strait of Hormuz will impact energy markets and commercial transport; the administration's stance — right after the ceasefire — that it would reduce its supplemental request from 240 billion to $100 billion; Trump's renewed criticism of NATO during a meeting with Secretary General Mark Rutte; France's decision to withdraw the last 129 tons of gold from the Federal Reserve Bank of New York as part of an 18-month strategy to reduce reliance on the dollar; Italian Prime Minister Georgia Meloni's decision to replace Leonardo CEO Roberto Cingolani with the company's former chief commercial officer, Lorenzo Mariani; Trump's Palantir tweet; and NASA's successful Artemis II mission to the moon.

On this week's Defense & Aerospace Report Washington Roundtable, sponsored by L3Harris, Dr. Patrick Cronin of the Hudson Institute think tank, Cavas Ships podcast cohost Chris Servello, and 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 the two-week Pakistan-brokered ceasefire to allow for negotiations to end the US-Israel war on Iran; what's at stake as Vice President JD Vance leads a Us delegation to Islamabad for direct talks with Iran; US and European pressure on Israel over its Lebanon strategy; NATO Secretary General Mark Rutte's Oval Office meeting as President Trump continued to criticize the alliance; Vladimir Putin's proposed Ukraine ceasefire for the duration of the Orthodox Easter; Vance's rush to Budapest to boost the election prospects of Hungarian President Viktor Orban who's lagging in the polls before Sunday's election; two key polls show major shifts in the Indo Pacific sentiment towards the United States and nuclear weapons; a month before Xi Jinping's Beijing meeting with Trump, the Chinese premiere hosted Taiwan's KMT opposition leader Cheng Li-wun as China declared an exclusion zone near Taiwan Foreign Minister Wang Yi visited Pyongyang; wear and tear of the Iran mission on US forces; the administration's communications strategy; and Britain monitors Russian activity near its critical seabed infrastructure.

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 up week on Wall Street as President Trump says the US-Israel war on Iran will span another few weeks with power plants and bridges to be targeted over the coming days unless Tehran opens the Strait of Hormuz; impact of rising energy and aluminum prices on commercial air travel and jetliner demand as projected capacity drops from an increase of 5.4 percent to .2 percent; nations worldwide convene diplomatic and military leaders to plan a mission to restore traffic through the strait after the shooting stops; the Trump administration seeks $1.5 billion for defense in 2027 — $1.15 billion in the base budget and the remainder from Reconciliation 2.0 — plus another $200 billion to cover war costs; analysis of “skinny” budget that includes nearly $66 billion for shipbuilding and 85 F-35 Lightning II fighters, plus a military pay raise; the White House proposes offsetting a defense increase with a 10 percent cut across social, science, environmental and other programs, expecting to raise $464 billion through new tariffs despite the Supreme Court's recent rulings; Canada weights participation in the the Global Combat Air Program with Britain, Italy and Japan; and NASA's Artemis II mission to return to the moon for the first time since 1972.

On this week's Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, and former DoD Europe chief Jim Townsend of the Center for a New American Security join Defense & Aerospace Report Editor Vago Muradian discuss President Trump's stance that the US-Israel war on Iran would continue another two to three weeks irrespective of a peace deal with Iran and will leave it other nations to restore traffic through the Strait of Hormuz; statements by the president and Secretary of State Marco Rubio that America would reconsider its membership in NATO after alliance members declined to participate in a Hormuz mission until after the shooting stops; views of Trump's Wednesday address from Europe and the Indo-Pacific that sent energy prices soaring and markets falling; Britain convenes 40 nations to discuss “joint action” to reopen the strait that included Canada, France, Germany, India, and the United Arab Emirates; Trump sacked Pam Bondi as attorney general as Defense Secretary Pete Hegseth fired Army Chief of Staff Gen. Randy George; lawmakers grapple to fund the Department of Homeland Security and map Reconciliation 2.0 as they also await the administration's $1.5 trillion 2027 budget and Iran war supplemental requests; European allies continue to call on Washington to support Ukraine as the key to stability in the Indo-Pacific as Washington works to reset relations with Moscow; and Japanese combat troops will return to the Philippines for the first time since World War II as part of the annual Balitakan exercise involving the so-called “Squad” nations — Australia, Japan, the Philippines and the United States.

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 the fifth down week on Wall Street as the US-Israel war on Iran continues driving up energy prices and inflation estimates; strikes on Iran continue as Tehran attacks a key US airbase in Saudi Arabia, injuring 12 american personnel and reportedly destroying a US Air Force $500 million E-3 Airborne Warning and Control System plane and damaged others; Washington draws on weapons stocks worldwide and considers redirecting weapons bound for Ukraine and other allies to the Middle East as the CSIS think tank says US forces have launched more than 800 or some 3,100 Tomahawk cruise missiles in stock during the first month of the war; how long it will take to refill stocks even with accelerated procurement efforts and new deals with BAE Systems, Honeywell and Lockheed Martin, as RUSI says US, Israel and allies have use 11,000 precision weapons including interceptors valued at $26 billion; whether Ukraine's air defense deals with Qatar, Saudi Arabia and the UAE can offset a critical $90 billion loan package to Kyiv that's been stalled by Hungary; Korea Aerospace unveiled its new KF-21 fighter the company claims is a less expensive alternative to Lockheed Martin's best selling F-35 Lightning II; Germany's expresses interest in Boeing's Ghost Bat unmanned aircraft developed for Australia; and Palantir and Anduril to develop software backbone for President Trump's top-priority Golden Dome missile defense system.

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, 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 discuss the US-Israel war on Iran as President Trump touts talks to end the conflict that has roiled world markets and sent energy prices soaring, driving up inflation; whether lawmakers will vote to constrain the administration's war powers as GOP members worry that the economic turmoil in the wake of the conflict will hurt the party's political prospects in November as Democrats made gains in Florida elections this week; outlook for wartime supplemental, reconciliation and base budget spending as lawmakers work to restore Department of Homeland Security funding; European nations jolted by soaring energy prices are under pressure from their citizens to find ways to both return normal traffic through the Strait of Hormuz and mollify a mercurial US president, with capitals suggesting they're willing to help in an international mission after the shooting stops; whether Europe has an opportunity to supplant Washington as a Middle East and Indo-Pacific partner; Washington races to normalize relations with Russia despite Moscow's intelligence and weapons support for Iran; US pressure on Ukraine to give up Donbas in exchange for security guarantees as the Pentagon considers shifting defensive weapons bound for Ukraine to the Middle East as Russia continues to pound the country; Asian governments scramble to triage energy to mitigate economic shocks; the White House says the president's postponed summit with Xi Jinping in Beijing will be 14-15 May; Kim Jong Un uses the Iran war to justify his nuclear arsenal; and Israel's campaign in South Lebanon.

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 fourth down week in a row as the US-Israel war on Iran damaged energy infrastructure and virtually halted Strait of Hormuz traffic drive energy prices up despite releasing strategic reserves and lifting of Russia and Iran sanctions; high jet fuel costs drive airlines to cut flights and park jets; whether higher energy prices spells the end of the recent golden commercial aerospace age; President Trump's statement that the US considering “winding down” the war even as his administration is expected to ask Congress for $200 billion to cover war costs as it prepares a $1.5 trillion 2027 budget request; Trump's continuing pressure for NATO nations to send ships to open the strait as European nations say they might support an international effort after fighting ends; call by some European leaders to resume buying cheap Russian energy even as Moscow continues to hammer Ukraine and threaten NATO; the request by the select House China committee's chaiman that the Pentagon review Safran's commercial ties with China; what suppliers are reporting to their customers about war impacts; and takeaways from Bank of America's annual Global Industrials Conference in London.

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 the US-Israel war on Iran as the conflict enters its third week as energy markets are shaken by strikes on Gulf energy infrastructure and a backup of ships unwilling to brave the Strait of Hormuz; administration prepares to ask Congress for a $200 billion supplemental to cover war costs as it also plans to request $1.5 trillion in 2027 spending; rift between Washington and Jerusalem after President Trump said Israel was responsible for the attack on Iran's energy facilities prompting Tehran to strike Gulf plans including Qatar's massive Ras Laffan facility that's lost 17 percent of its production capacity, driving a spike in gas prices; Israeli jets strike Iran reportedly from Azerbaijan; administration starts multistep process to escort tankers through the Strait as Europe, Japan and other allies consider participation in a mission to restore traffic; a week after Washington lifted sanctions on Russian oil, European leaders say it's time to resume energy trade with Moscow; how rising energy prices and lifted sanctions will replenishing Moscow's coffers as the rate of US and Israeli weapons use has raised concerns in Kyiv and across the alliance; Israel's Lebanon campaign against Hezbollah that's displaced 1 million; Japanese Prime Minister Sanae Takeuchi's White House visit and US intelligence testimony on Iran, China and Taiwan; and the Iran war prompts Trump to postponed his planned meeting with Xi Jinping in Beijing in April.

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 more Wall Street turbulence as the US-Israel war on Iran drives up energy prices and a weaker than expected US employment figures and fourth quarter 2025 economic growth; oil prices edge higher despite releasing 400 million barrels from reserve stocks and US decision to life Russia energy sanctions for 30 days; impact of higher oil prices on air travel and commercial carriers; how more Russia energy revenue will impact Moscow's war on Ukraine; Kyiv and European allies scramble for more air and missile defenses in midst of Iran war demands; Trump administration calls on allies to help to escort tankers through the Strait of Hormuz; White House's so-called section 301 investigations into some 60 countries including China, the EU, Britain, Brazil, India, Japan, Mexico, Russia, South Korea, and Vietnam as the administration seeks new ways to impose tariffs after Supreme Court's ruling last month; economic news to expect from Trump's trip to Beijing next month; Canada's plan to invest $24 billion in Arctic security to bolster the country's northern bases; US Army's unprecedented $20 billion multi-year award to Anduril for hardware, software, infrastructure, and services in lump sumps without smaller contracts in the name of accelerating acquisition and reducing bureaucracy; India's interest in replacing its 105 Antonov-32 transport planes; takeaways from Howmet's investor day and the International Society of Transport Air Traders conference; and and a look at the surging Asia-Pacific defense market.

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.

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.