Defense & Aerospace Report

Jaksot

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  Defense & Aerospace Air Power Podcast [Jul 23, 26] Season 4 E24 Movin’ On Up 23.07.2026 49min

  There’s a new boss at Lockheed Martin Aeronautics, and it’s OJ Sanchez, formerly the Chief Skunk. He joins us for a high-level look at what’s ahead for the world’s largest military aircraft company. We’ll also have air savant Richard Aboulafia’s view of developments at Farnborough. And of course, the week’s top headlines in airpower. Powered by GE Aerospace!
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  DEFAERO Strategy Series [Jul 22, 26] American AI Logistics' John Cofrancesco 22.07.2026 33min

  On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, John Cofrancesco of American AI Logistics joins Defense & Aerospace Report Editor Vago Muradian  to discuss China’s new AI model, what that means, the administration evolving stance on checking out models before release, Congress' deliberate approach to AI legislation and the overhaul of CMMC.
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  Defense & Aerospace Daily Podcast [Jul 21, 2026] Boeing Defense CEO Steve Parker 21.07.2026 46min

  Steve Parker, the chief executive officer of Boeing Defense, Space & Security, joins Defense & Aerospace Report Editor Vago Muradian to discuss how the giant is working to answer the Trump administration’s demand for accelerated missile and weapons production; the company’s new approach to managing supply chains to improve performance; how the Pentagon is making it easier for contractors to move faster; how moving is moving faster on programs delivery; efforts to attract, retain and nurture a more experienced workforce to improve program execution as veteran workers retire or move to other companies; Boeing’s new culture of performance; Ukraine lessons shaping the company’s strategy, investment and products; thoughts on “right to repair” and capital allocation as lawmakers consider legislation; and whether the administration’s rhetoric that’s propelling allies to develop “sovereign” capabilities will negatively impact the company’s future prospects.
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  Defense & Aerospace Daily Podcast [Jul 20, 2026] Look Ahead w/ Byron Callan 20.07.2026 34min

  On today’s Look Ahead program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian to discuss escalating US-Iran hostilities and implications for world markets; US defense budget deliberations that include a reconciliation measure that’s $60 billion rather than $350 billion as expected with the prospect for a new Reconciliation 4.0 measure to bridge the difference; factors that could explain low defense stock valuations; Pentagon policy chief Bridge Colby’s dismissal of “middle powers” strategy as Canada prepares to join Britain’s Global Combat Air Program with Italy and Japan, and buys a $1.8 billion radar from BAE Systems Australia; GE Aerospace earnings and AV’s Investor Day; and a look at the week ahead and in Washington and beyond, including the Farnborough International Airshow 20-24 July 2026.
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  Defense & Aerospace Report Podcast [Jul 19, ’26 Business Report] 19.07.2026 1t 11min

  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.
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  Defense & Aerospace Report Podcast [Jul 17, ’26 Washington Roundtable] 17.07.2026 1t 6min

  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.
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  Defense & Aerospace Air Power Podcast [Jul 16, 26] Season 4 E23 Sky Chiefs 16.07.2026 1t 3min

  In this expanded edition, Vago Muradian reports from the Global Air & Space Chiefs Conference, with former Air Marshal Greg Bagwell of the Air and Space Power Association and USAF Reserve chief Lieutenant General John Healy (and his AI twin.) And we even squeeze in some airpower headlines. Powered by GE Aerospace!
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  DEFAERO Strategy Series [Jul 15, 26] Center for the Industrial Base'Dr. Jerry McGinn 15.07.2026 43min

  On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, Dr. Jerry McGinn, a former deputy industrial base chief who is now with the director of the Center for the Industrial Base at the Center for Strategic and International Studies, joins Defense & Aerospace Report Editor Vago Muradian to discuss his latest report — “Is the Industrial Base on a Wartime Footing? A Progress Report” — he cowrote with his colleague AJ Dilts.
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  DEFAERO Strategy Series [Jul 14, 26] Dr. Michael Shurkin on the French Way of War 14.07.2026 55min

  On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, Dr. Michael Shurkin, a veteran of the CIA as well as the RAND Corporation think tank who’s now the director of Global Programs at 14 North Strategies, a Senegal-based risk advisory consultancy, joins Defense & Aerospace Report Editor Vago Muradian to discuss his new book, “The French War of War: Eight Strategy Lessons for Today’s Conflicts;” how military defeats and resource limitations have taught France to be more strategic; the essence of strategy; lessons from the Mali operation; and more.
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  Defense & Aerospace Daily Podcast [Jul 13, 2026] Look Ahead w/ Byron Callan 13.07.2026 41min

  On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian to discuss the latest headlines and looks at the week ahead.
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  Defense & Aerospace Report Podcast [Jul 12, ’26 Business Report] 12.07.2026 1t 4min

  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.
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  Defense & Aerospace Report Podcast [Jul 10, ’26 Washington Roundtable] 10.07.2026 1t 6min

  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.
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  Defense & Aerospace Air Power Podcast [Jul 09, 26] Season 4 E22 Game Season 09.07.2026 53min

  The Mitchell Institute for Aerospace Studies recently completed a new war game looking at the Air Force we need against China and Russia. Mark “Gonzo” Gunzinger and Heather “Lucky” Penney peel back the covers on their results. And we have the week’s airpower headlines. Powered by GE Aerospace!
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  Defense & Aerospace Daily Podcast [Jul 08, ’26] Sam Bendett & Eugene Rumer on Russia, Ukraine 08.07.2026 31min

  Defense & Aerospace Daily Podcast [Jul 08, ’26] Sam Bendett & Eugene Rumer on Russia, Ukraine by Defense & Aerospace Report, sponsored by Bell
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  Defense & Aerospace Daily Podcast [Jul 07, 2026] Look Ahead w/ Byron Callan 07.07.2026 43min

  On today’s Look Ahead program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian to discuss the attack that damaged a Qatari liquified natural gas carrier in the Strait of Hormuz; what’s next for US defense spending including prospects for Reconciliation 3.0; surprises in the Trump administration’s $88 billion Iran war supplemental request; whether the assertion that the “American way of war” is dead; Saab’s big week including the sale of 16 new Gripen E fighters to Ukraine and Canada’s decision to pick HDW over Hanwha to supply 12 new non-nuclear attack submarines; Britain’s plan to increase defense spending by $20 billion; expectations from NATO’s Ankara summit; and a look at the week ahead and in Washington and beyond.
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  Defense & Aerospace Report Podcast [Jul 06, ’26 Business Report] 06.07.2026 59min

  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.
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  Defense & Aerospace Report Podcast [Jun 28, ’26 Business Report] 28.06.2026 56min

  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.
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  Defense & Aerospace Report Podcast [Jun 26, ’26 Washington Roundtable] 26.06.2026 1t 16min

  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.
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  DEFAERO Strategy Series [Jun 25, 26] Former Air Force Secretary Frank Kendall 25.06.2026 1t 2min

  On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, former Air Force Secretary Frank Kendall joins Defense & Aerospace Report Editor Vago Muradian to discuss his new book — “Lethal Autonomy: The Future of Warfare Whether We Like It or Not” — how the book differs from his earlier report on the future of war for the Defense Advanced Research Projects Agency; how warfare across air, land, sea, space and cyber are changing; the culture change needed within the military services as change makes existing platforms obsolete; focusing more on the “survivability” problem, rather than “lethality”; role of humans on an increasingly autonomous battlefield; getting on the right side of the cost imposition curve; and how US forces would fare against China if they drained their precision strike and air defense weapons stocks against Iran.
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  Defense & Aerospace Air Power Podcast [Jun 24, 26] Season 4 E22 Airpower on the Mall 24.06.2026 48min

  The National Air and Space Museum is celebrating its 50th birthday by revealing a massive makeover, with all but two of its renovated galleries open to the public starting next week. We had a sneak peek at the newest exhibits, and get a look at the Museum’s past present and future with its director, Christopher Browne. And we have the week’s airpower headlines. Powered by GE Aerospace!