Defense & Aerospace Report

DEFAERO Strategy Series [Jun 02, 26] Securing America’s Energy Future 02.06.2026 38min

On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, joining Defense & Aerospace Report Editor Vago Muradian are Abigail Hunter, the executive director of the Center for Critical Minerals Strategy, and Joe Quinn, the executive director of the Center for Strategic Industrial Materials, both with the Ambassador Alfred Hoffman, Jr. Center for Critical Minerals Strategy at the industry advocacy group SAFE — Securing America’s Energy Future — to discuss strategies that will secure US access to both critical minerals as well as steel, copper and aluminum for commercial and defense needs.

Defense & Aerospace Daily Podcast [Jun 01, 2026] Look Ahead w/ Byron Callan 01.06.2026 32min

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 what’s next as Washington and Tehran appear on the verge of a ceasefire deal; energy price impact given disruption to global energy flows and facilities; prospect US industry will get contracts to help rebuild Iran; analysis of the House Armed Services Committee chairman’s markup for the Trump administration’s proposed $1.15 trillion 2027 defense spending request; outlook for passage of the budget, Reconciliation 3.0 and an Iran war supplemental; SpaceX’s initial public offering that’s expected to hit a record valuation of $1.8 trillion; and a look at the week ahead in Washington and beyond.

Defense & Aerospace Report Podcast [May 31, ’26 Business Report] 31.05.2026 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 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.

Defense & Aerospace Report Podcast [May 29, ’26 Washington Roundtable] 29.05.2026 57min

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.

Defense & Aerospace Air Power Podcast [May 28, 26] Season 4 E18: Pacing Threat 28.05.2026 47min

Dr. Brendan Mulvaney directs the China Aerospace Studies Institute at National Defense University, which had their big biennial conference last week, and he joins us to discuss the latest in Chinese airpower. Plus the week’s other airpower headlines. Powered by GE Aerospace!

Defense & Aerospace Daily Podcast [May 27, ’26] Dr. Gian Gentile on Ground Take Aways from Ukraine War 27.05.2026 54min

On this Land Warfare episode, sponsored by American Rheinmetall, Dr. Gian Gentile, a retired US Army colonel who is now a senior historian at the Rand Corporation think tank’s Arroyo Center, joins Defense & Aerospace Report Editor Vago Muradian to discuss the latest on the Ukraine war including on the role of unmanned ground vehicles, lessons from the conflict, how armies learn lessons and whether the US Army is inculcating those lessons in its $252 billion 2027 spending request, how the need for more powerful electromagnetic and air defense capabilities as well as drones for surveillance will shape future vehicles, his new Korea Regional Review article “Ukraine War Ground Combat and its Implications for a Possible Future War Along the Korean DMZ,” the threat posed by Russia as Moscow continues to fight in Ukraine and increasingly provoke NATO’s Baltic nations, priorities for Europe as nations rebuild their ground combat capabilities, and the role of land forces in the IndoPacific.

Defense & Aerospace Daily Podcast [May 26, 2026] Look Ahead w/ Byron Callan 26.05.2026 37min

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 outlook for the latest round of talks between Washington and Tehran as US forces strike Iranian bases accused of threatening American warships and aircraft; the prospect of a US credibility gap and what it means; Washington’s plans for Cuba and why they’re immaterial; GOP senators rebel against President Trump’s compensation fund for allies and White House ballroom plans, jeopardizing reconciliation funding for the Department of Homeland Security and the Pentagon; themes from last week’s congressional hearings; and a look at the week ahead in Washington and beyond.

Defense & Aerospace Report Podcast [May 25, ’26 Business Report] 25.05.2026 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 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.

Defense & Aerospace Report Podcast [May 22, ’26 Washington Roundtable] 22.05.2026 1h 10min

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.

Defense & Aerospace Air Power Podcast [May 21, 26] Season 4 E17: Visionary USAF 21.05.2026 46min

The US Air Force has ambitious plans, which even the proposed budget increases for fiscal 27 might not cover. Former Air Force acquisition chief Andrew Hunter joins us with the analysis, including looks ahead at how CCAs, a new heavy bomber, and a future airlifter might not be what we think. Plus the week’s headlines in airpower. Powered by GE Aerospace!

Defense & Aerospace Daily Podcast [May 20, 2026] NAVIER's Dr. Sampriti Bhattacharyya 20.05.2026 43min

Dr. Sampriti Bhattacharyya, the founder and CEO of Navier — an innovative company that’s developed scalable, hybrid-electric hydrofoil technologies to for faster and more efficient commercial or military vessels — joins Defense & Aerospace Report Editor Vago Muradian to discuss the technology and how it can revolutionize military and commercial maritime operations; the importance of hybrid-electric propulsion especially to stealthy applications; learning lessons from past programs to craft better future solutions; access to capital in a competitive innovation market; doing business with the Pentagon as it seeks to change what it buys and how; and how best to create an innovative national technological ecosystem.

DEFAERO Strategy Series [May 19, 26] IISS' Nigel Inkster 19.05.2026 49min

On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, Nigel Inkster, a former director of operations and intelligence at Britain’s Secret Intelligence Service who is now a senior adviser for Cyber Security and China at the International Institute for Strategic Studies, joins Defense & Aerospace Report Editor Vago Muradian to review President Trump’s summit meeting with Xi Jinping last week and what to expect from the Chinese leader’s meeting with Vladimir Putin this week in Beijing; the implications of Trump executing his “grand bargain” that trades Taiwan for stability in the Indo-Pacific; whether Washington’s mixed messages and depleted arsenal increases the prospect of conflict; the lessons Beijing has taken from US actions in Venezuela and Iran; how Beijing is capitalizing on the Washington’s focused efforts to shatter the rules-based order created in the wake of World War II to prevent another global conflict; the dissolution of that rules-based order and whether Beijing has the will use its vast resources to enact a new order that supplants the United States; and the impact of AI on cybersecurity.

Defense & Aerospace Daily Podcast [May 18, 2026] Look Ahead w/ Byron Callan 18.05.2026 37min

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 drop in European defense stock prices on investor perceptions that the Ukraine war is ending, mitigating the need for European military modernization, despite the ongoing war and the continuing threat posed by Russia; US defense budget outlook as Senate and House conduct hearings as lawmakers plot a third reconciliation package to bolster spending; bipartisan skepticism about the cost of the Iran war and future impact on operations and maintenance in the wake of the conflict; a look at the Defense Autonomous Working Group fund; President Trump shifts on Taiwan in the wake of summit with Xi Jinping in Beijing during which the Chinese leader made clear his focus on absorbing the island democracy and the US leader sees an opportunity to realize his “grand bargain” between the world’s leading economies and military powers; and a look at the week ahead in Washington and beyond.

Defense & Aerospace Report Podcast [May 17, ’26 Business Report] 17.05.2026 58min

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.

Defense & Aerospace Report Podcast [May 15, ’26 Washington Roundtable] 15.05.2026 1h 5min

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.

Defense & Aerospace Air Power Podcast [May 13, 26] Season 4 E16: Small Bang Theory 14.05.2026 44min

Is a bigger bomb always a better bomb? Tyler Hacker and Luke Widenhouse from the Center for Strategic and Budgetary Assessments say no, and make their case in a new study. We’ll break down the details, including how tactical innovations become strategic advantages. Plus the week’s headlines in airpower. Powered by GE Aerospace!

DEFAERO Strategy Series [May 13, 26] AIA's Eric Fanning on FY '27 Budget Request, Acquisition Reform and More 13.05.2026 49min

On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, Eric Fanning, the president and CEO of the Aerospace Industries Association, joins Defense & Aerospace Report Editor Vago Muradian to discuss the defense budget outlook and best and worst case scenarios as Trump administration works to advance its $1.15 trillion 2027 Pentagon spending request, Reconciliation 2.0 and an Iran war supplemental; how more spending gets translated into contracts after contracting officers were culled in the name of reducing DoD headcount and improving efficiency; whether the defense and aerospace industry can absorb so much funding at once; implications of Defense Secretary Pete Hegseth’s latest broadside against heritage contractors and whether the working relationship is more productive in private; the administration’s commercial approach to development and production and ensuring a level playing field for heritage and new firms; protecting intellectual property as the military services revert to proprietary architectures; right to repair; and the strategy the administration is using to determine where it invests public money in private firms.

DEFAERO Strategy Series [May 12, 26] Atlantic Council's Steve Grundman 12.05.2026 48min

On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, Steve Grundman, a former Pentagon industrial base chief now with the Atlantic Council and the Grundman Advisory consultancy, joins Defense & Aerospace Report Editor Vago Muradian to discuss Defense Secretary Pete Hegseth’s latest social media broadside against heritage defense contractors, criticizing them for failing to deliver while padding their pockets, making the case for more funding and greater reliance on commercial fixed-price approaches to develop and acquire new weapons; the prospect the administration’s ambitious budget and priorities will be supported by lawmakers; the strategy that’s shaping the administration’s defense planning and spending; roles of heritage and new economy defense contractors; whether the administration’s commercial contracting approach will succeed in cutting acquisition costs; the implications of shifting from open architectures to proprietary ones; and the decline in defense stock values.

Defense & Aerospace Daily Podcast [May 11, 2026] Look Ahead w/ Byron Callan 11.05.2026 36min

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 why the end of the Iran war would be good news for the US defense industry; what to expect the upcoming summit between President Trump and China’s Xi Jinping; how nations worldwide are realigning defense purchases to reduce their dependence on US suppliers without alarming Washington; US defense budget deliberations as lawmakers return to the Capitol; what happens if Democrats won’t retake the House or Senate; Defense Secretary Pete Hegseth’s video lambasting heritage contractors while touting commercial and fixed-price contract terms as outlined by the president’s recent executive order; first quarter earnings thoughts; and a look at the week ahead in Washington and beyond.

Defense & Aerospace Report Podcast [May 09, ’26 Business Report] 09.05.2026 1h 7min

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.