Defense & Aerospace Report 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 the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy, join host Vago Muradian discuss defense and aerospace stock performance on a jittery Wall Street, Boeing CEO Dave Calhoun’s testimony before the Senate about the company’s problems and accusations management put profit ahead of safety, helium leaks and thruster problems prompt NASA to keep Boeing’s Starliner spacecraft in orbit longer than planned, the Boeing-led upgrade of B-52 Stratofortress bombers is delayed by three years to 2033, Israel to receive more F-15 fighters, Northrop Grumman announces a cost cap increase on B-21 Raider stealth bomber, and takeaways from the Eurosatory 2024 land warfare tradeshow and conference.

On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, former Pentagon Europe chief Jim Townsend of the Center for a New American Security, and former Pentagon Comptroller Dr. Dov Zakheim join host Vago Muradian to discuss the Senate Armed Services Committee boost to defense spending as details of it’s version of the National Defense Authorization Act emerge, the White House surges air defense weapons to Ukraine and broadens Kyiv’s ability to use US weapons to strike Russia, Vladimir Putin visits North Korea and Vietnam to ink a mutual security pact with Pyongyang and deepen relations with Hanoi, House Intelligence Chairman Mike Turner blasts the Biden administration for not disclosing details of Russia’s plans to put a nuclear capability in space and doing more to stop it, announcement that outgoing Dutch Prime Minister Mark Rutte will succeeded Jens Stoltenberg as NATO’s 14th secretary general, China ratchets up tensions against the Philippines, Bibi Netanyahu accuses Washington of withholding weapons — a charge the White House denies — as the Israel Defense Force increasingly finds itself at odds with the country’s own prime minister.

On today’s first ever Air-Land episode, JJ Gertler, the co-host of The Air Power Podcast, sponsored by GE Aerospace, discusses the US Air Force’s re-consideration of the fighter element of its centerpiece Next Generation Air Dominance program in the wake of both the changing nature of the threat and how US forces are likely to fight in the future; and in our Land Warfare update, sponsored by American Rheinmetall, Dan Roper of the Association of the United States Army discusses key themes from the biennial Eurosatory 2024 land systems tradeshow and conference with Defense & Aerospace Report Editor Vago Muradian.

On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, Sam Bendett of the Center for Naval Analyses and Dr. Eugene Rumer, the director of the Russia and Eurasia program at the Carnegie Endowment for International Peace, discuss the cou tours of the war as Moscow presses its offensive and Ukraine responds with new Western weapons and permission to use them against targets in Russia, how Ukraine is using Western weapons to change the strategic dynamic in Crimea, Russian forces learn lessons but still relies on artillery and manpower, the G7’leaders key to supporting Ukraine will survive elections as Russia and China undermine support for them, whether efforts to undermine Putin will succeed, how newly appointed Defense Minister Andrey Belousev is revamping Russia’s military, new tactics and weapons in war, Putin visits North Korea for more support and if Washington can pressure Beijing to halt its military assistance for Moscow, and where Putin’s red lines truly lie as the Russian leader once again resorts to nuclear saber rattling with Defense & Aerospace Report Editor Vago Muradian.

On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the Senate Armed Services Committee’s decision to increase proposed 2025 defense spending by $25 billion — $30 billion less than Ranking Member Sen. Roger Wicker proposed in his recent plan — to more quickly improve US military capabilities to better deter China and Russia — and whether the added funding will also be approved by the House that just passed its $895 billion National Defense Authorization Act, the Air Force recently equivocation about its centerpiece Next Generation Air Dominance program and tight 2026 budget and threat factors that may be driving the change, implications of the rise of the hard right particularly French right on European defense, takeaways from the G7 meeting in Italy, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

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 discuss Wall Street holds gains as defense and aerospace stocks are battered, European markets plunge after far right political parties fared in European Parliament elections prompting French President Emmanuel Macron to announce a snap election, facing budget pressures the US Air Force is considering slowing or even cancelling its centerpiece Next-Generation Air Dominance program just weeks before picking whether Boeing or Lockheed Martin will win the contract prompting frustration across companies that invested billions of dollars in technology to win and facilities to execute the program, the FAA investigates fake titanium parts from a Chinese supplier that made it into Airbus and Boeing jetliners, the G7 toughens its stance on Russia and China as Vladimir Putin vows retaliation, takeaways from the ILA Airshow in Berlin and what to expect from the Eurosatory ground systems show in Paris next week.