Defense & Aerospace Report

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 now with 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 averts a government shutdown and passes a full-year continuing resolution while continuing work on a reconciliation measure; lawmakers complain about the Trump administration’s proposed consolidation of combatant commands including handing NATO’s top military jobs to Europeans, but allow President Trump and Elon Musk to systemically gut government agencies; driven by Washington, Ukraine agrees to a ceasefire as Kyiv strikes Russian bomber base; historically, the first foreign trip by a Canadian prime minister is Washington, but this time, Mark Carney visited Paris and London as a French nuclear attack submarine visited Halifax; European leaders agree on a new defense strategy and plans to deploy up to 30,000 troops to Ukraine; Trump’s move to strike Houthis and plan an attack against Iran; Israel ends its ceasefire with Hamas with large scale airstrikes across Gaza as Egypt moves troops and tanks to the southern Gaza border to keep Gazans from fleeing into Egyptian territory; and America’s traditional allies in Asia move swiftly to mirror Europe in preparing for a future absent American leadership in the region.

Welcome to the CavasShips Podcast with Christopher P. Cavas and Chris Servello…a weekly podcast looking at naval and maritime events and issues of the day – in the US, across the seas and around the world. On this special episode…ship collisions, political shipbuilding machinations in Congress and the White House, and where are the blueprints to repair US Navy ships? We dive into these topics and more with Sal Mercogliano and John Konrad, two of the best-informed commentators on the maritime scene. Please send us feedback by DM’ing @CavasShips or @CSSProvision or you can email [email protected] or [email protected].

The prime contractors that make airpower possible are built on a foundation of suppliers – and that foundation has been heavily challenged in recent years by shortages of people, unpredictable economics, and unexpected demand. We get a fresh view into the supplier world with Chris Celtruda, CEO of Chromalloy; Mesh Feigenbaum, managing Director of Engineered Metal Tech; and Industry analyst Jerry Lundquist of the Lundquist Group. Plus headlines in airpower. All powered by GE!

On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, Dr. Darrell Bricker, the CEO of Ipsos Public Affairs, joins Defense & Aerospace Report Editor Vago Muradian to discuss how President Trump’s actions are being regarded worldwide and in terms of America’s popularity; how different regions see the United States and whether the decline in popularity will reflect as a decline in influence; how Americans see his breakneck actions and how a large portion of the electorate appreciate that someone in elected office is actually doing what he would said he would do on the campaign trail; why Democrats strategy to leave the field to Trump or quarrel among themselves is a bad strategy; Canadian views on Trump’s drive to break the country’s economy to compel it to become America’s 51st state; and how the US president’ rhetoric has reinvigorated the popularity of Canada’s Liberal Party.

On today’s Strategy Series program, sponsored by General Atomic 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, join Defense & Aerospace Report Editor Vago Muradian to discuss Ukraine’s retreat from 450 of the 500 square miles its forces occupied in Russia’s Kursk region; what’s next for the war as Washington pressures Kyiv to a ceasefire; whether Ukraine can survive without US aid and European support; prospect of European troops in Ukraine; whether Vladimir Putin can claim victory in Ukraine;; impact of the war on Russia and Russian support for the conflict; and the Trump administration’s decision gutting the Voice of America as well as Radio Liberty, Radio Free Europe and Radio Free Asia.

On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the latest headlines and looks 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 to discuss Wall Street’s fourth down week in a row as President Trump says a recession may be possible before his politics improve the economy and escalates his trade war against Europe and Canada; Congress avoids a government shutdown. but faces a full-year continuing resolution; Canada’s new prime pinister, Mark Carney, asks his defense minister to reconsider the country’s purchase of 88 F-35 Lighting II fighters; as European nations accelerate efforts to build capabilities, interest in additional US weapons abruptly wanes; Portugal reportedly decides against F-35s and Turkey opts for Eurofighters; former Airbus CEO Tom Enders urges Europe to focus on autonomous drones rather than high end platforms to quickly improve capabilities in the face of threats from east and west; and what to expect at Joanna Speed’s annual Aerospace Event in Beverly Hills March 17-18, 2025.

On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, former Pentagon Europe chief Jim Townsend now with 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 Minority Leader Chuck Schumer’s move to avoid a government shutdown as lawmakers continue to wrangle a debt and budget deal; how retirements, firing of probationary employees and a travel freeze will impact DoD programs as the department was already struggling to bring aboard a new generation of talent; the partnership between Trump and Elon Musk as the world’s richest man deposits another $100 million in the PAC the president has used to strong arm lawmakers; Defense Secretary Pete Hegseth’s decision to disband the Pentagon’s long-range strategy and forecasting organization, the Office of Net Assessment; the White House ends an 11-day halt on weapons supplies and intelligence sharing with Ukraine after Kyiv agrees to Washington’s ceasefire demands but Moscow — seeing battlefield gains and a new ally in America — demands greater concessions to pause much less end the war; as Trump escalates his trade war with Canada and Europe, European interest in US weaponry drops with Portugal reportedly deciding against buying F-35 Lightning II jets from the United States; Israel cuts electricity and supplies to Gaza as the ceasefire that allowed hostages to be exchanged for Palestinian prisoners expires; Senate and House retirements and remembering Alan Simpson, the former Republican senator from Wyoming.

Dr. Arun Seraphin, the executive director of the National Defense Industrial Association’s Emerging Technologies Institute, joins Defense & Aerospace Report Editor Vago Muradian to discuss the defense ecosystem the nation needs to more quickly equip the force; legislation that can help DoD accelerate the fielding capabilities; how to thoughtfully trim government labs and federally funded research and development centers; the importance of open architectures to help ensure a more interoperable force and challenges associated with adopting closed ecosystems; how much of the innovation ecosystem that’s blossomed across DoD in the wake of Defense Secretary Ash Carter’s founding of the Defense Innovation Unit; and the vital importance of robust national investment in education and technology across all disciplines to advancing national security.

On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, Peter Van Praagh, the president of HFX, the group that organizes two annual security conferences — the Halifax International Security Forum and the new HFX Taipei Forum — joins Defense & Aerospace Report Editor Vago Muradian to discuss how President Trump’s will impact US power, global influence and economic prosperity; whether Ukraine can survive against Russia without US help as Washington aligns increasingly with Moscow; how China regards the realignment; takeaways from the recent HFX Taipei Forum; prospect that democracies in Europe, North America and Asia will increasingly come together in a new bloc; whether the international institutions forged by the United States in the unique circumstances after World War II can be reinvigorated if Washington now chooses the undermine them; and why Canada and Canadians are so alarmed and offended by Trump’s rhetoric and actions.

The US Air Force convened a very senior panel to review its next generation programs. That panel has reported out in favor of Next Generation Air Dominance, but not Next Generation Aerial Refueling. Former Air Force Chief General John Jumper joins us to explain their work. And, yes, headlines. All powered by GE!

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 week since 2022 over tariff and inflation worries; President Trump doubled tariffs on China to 20 percent as he paused 25 percent tariffs on cars from Canada and Mexico; alarmed by Trump’s pro-Russian rhetoric and suspension of aid and intelligence sharing with Ukraine, European nations agree to surge defense spending to more than $900 billion over the coming four years; the fundamental shift in mindset as NATO members conclude that alliance may be dead as America commits superpower suicide; the Pentagon continues its budget drill to redirect 8 percent of savings annually over the coming five years as senior leaders and executives make their case for programs especially manned aircraft like the F-35 Lightning II fighter and the Next Generation Air Dominance Aircraft; the US Navy drops Lockheed Martin from the FA-XX program, tapping Boeing and Northrop Grumman to move to next phase of the effort to develop the service’s next-generation combat aircraft; Delta Airlines partners with JetZero to develop a new jetliner; and the second SpaceX Starship rocket in a row exploded enroute to orbit.

On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners and Chris Servello, the co-host of our Cavas Ships podcast joins Defense & Aerospace Report Editor Vago Muradian to discuss growing concern of a year-long continuing resolution; the industrial impact of budget and program uncertainty especially on suppliers still recovering from pandemic impacts; takeaways from President Trump’s address to Congress; defense spending impact of $4.5 trillion in tax cuts, negative impact of economic uncertainty, IRS cuts and Trump’s acknowledgement that his policies likely will cause a recession before growth; administration’s decision to suspend US participation in NATO military exercises and prospect American troops will be withdrawn from Europe; some positives and negatives investors should consider as European defense spending surges; whether Ukraine can survive without US weaponry and intelligence support; and a look at the week ahead.

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 now with 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 lawmakers’ drive to target Medicare and Medicaid for savings as the US government rapidly runs out of money; President Trump takes a victory lap before a joint session of Congress and makes his case for tariffs, his approach to Ukraine and taking Greenland; after intensive counseling by his allies to swallow his pride, Volodymyr Zelenskyy moves to curry favor with Trump; as America cuts aid and intelligence to Kyiv, Britain and France work to shape a peace plan and European nations race to help Ukraine and bolster spending; Hong Kong’s CK Hutchison sells management of the Cristobal and Balboa ports on either side of the Panama Canal through 2047 to Blackrock for $23 billion; China vows to fight tariff, trade and “any other war;” Trump again threatens Hamas with annihilation as Washington negotiates directly with the terror group as Arab League nations craft their own peace proposal and rebuilding plan for Gaza, and Washington reaches out to Tehran for nuclear talks. This program was recorded on Friday morning before Trump threatened Russia with “large scale” sanctions after Moscow’s major attack on Ukraine.

We hopscotch the Air and Space Forces Association’s warfare symposium, bringing you up to date on the F-35 program with Lockheed’s Chauncey Macintosh and talking CCAs with Dave Alexander of General Atomics. Plus a review of the event with Air and Space Forces magazine editor Tobias Naegele. And, yes, headlines. All powered by GE!

Jeff Bialos, the co-chair of the Aerospace, Defense and Security Group at the Eversheds Sutherland law firm who served as a former deputy undersecretary of defense for industrial affairs, joins Defense & Aerospace Report Editor Vago Muradian to discuss Defense Secretary Pete Hegseth’s effort cut 8 percent a year for five years from current spending to pay for new Trump administration priorities; why the cuts are significant and threaten to undermine US capabilities absent additional spending; the reality that 25 to 30 percent more spending may be needed to modernize the force, improve readiness and bolster weapons stocks; industrial strategy recommendations at a time when administration leaders advocate for startups over heritage firms; clarifying the rationale for the defense industry consolidation in the wake of the Cold War; how supply chains became steadily more global; the defense trade impact of Trump and his team’s rhetoric and policies on Ukraine, Europe as well as allies and partners; and implications of tariffs and wholesale job cuts on program performance and costs.

On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, Mark Montgomery, a retired US Navy rear admiral who is the senior director of the Center on Cyber and Technology Innovation at the Foundation for Defense of Democracies and Cyber Solarium 2.0 executive director, joins Defense & Aerospace Report Editor Vago Muradian to discuss the best way for the Trump administration to redirect between 6 and 8 percent of finding a year for five years to new priorities; what the administration should be prioritizing and where it can take more risk, for example, in Air Force nuclear-tipped cruise missiles and free-fall weapons; the continued need for manned combat aircraft and adding the Army and Navy to the Air Force’s Collaborative Combat Aircraft program; the wisdom of erecting a “Golden Dome” air and missile defense system over the United States; the problematic nature of Defense Secretary Pete Hegseth’s order that the National Security Agency stop planning and executing offensive cyber operations against Russia; the Trump administration’s betrayal of Ukraine and drive to end the war on Russia’s terms; whether Kyiv can continue to fight when Washington cuts aid and Moscow ramps up military pressure; prospect that Taiwan may be part of a “grand bargain” Trump seeks with China and how increasing defense spending to 3 percent of GDP could give Taipei a reprieve; the impact of the firings of top officers and who might replace Adm. Lisa Franchetti as Chief of Naval Operations after the service’s first female leader was recently sacked.

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 despite a rally on Friday as investors try to determine the global economic and market impact of President Trump’s tariffs, policies and upturning US alliances; the military services continue efforts to free funding that the administration can use on its new priorities; uncertainty on Capitol Hill as a shutdown looms without clarity on defense spending; after clashing with Ukrainian president Volodymyr Zelenskyy in the Oval Office over whether Vladimir Putin, Trump said “Zelenskyy is not ready for peace if America is involved” as officials said Washington would halt aid to Kyiv; Trump’s meetings with British Prime Minister Sir Kier Starmer and French President Emmanuel Macron; AerCap, Albany International, Embraer, RocketLab, and Rolls-Royce post earnings; Boeing demonstrates strong operational performance; and whether the Trump administration’s drive to cancel major weapons and reward unproven startups will impact heritage firms and reshape the US defense industrial base.

On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners and Chris Servello, the co-host of our Cavas Ships podcast joins Defense & Aerospace Report Editor Vago Muradian to global ramifications of President Trump’s unprecedented meeting with Ukrainian President Volodymyr Zelenskyy; whether Kyiv’s European allies will be able to support Ukraine as Washington shuts off aid and demands access to oil, gas and rare earth minerals; the US president’s meetings with French, British and other leaders; Pentagon sends a Stryker brigade combat team to the border and prospect of military operations in Mexico; DoD continues efforts to redirect spending and the impact of the cuts on the heritage defense industrial base; Elon Musk and his team continue cutting government jobs including soon at the Defense Department; prospect that more senior military officers will be fired; update on budget dynamics on Capitol Hill and guidance from the Office of Management and Budget; and a look at the week ahead.

With the start of a new administration, airpower advocates are presenting their ideas for the future force. Retired Lieutenant General David Deptula, Dean of The Mitchell Institute for Aerospace Studies, joins us to detail that organization’s recommendations. And John Tirpak of Air and Space Forces magazine helps preview next week’s AFA Warfare Symposium. Plus, we have headlines in airpower. All powered by GE!

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 now with 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 GOP lawmakers move toward a budget resolution and reconciliation measure as defense hawks work to boost Pentagon spending; prospects fora full-year continuing resolution; the race to redirect 8 percent from DoD spending a year for five years to the administration’s new priorities; President Trump’s firings of the former Chairman of the Joint Chiefs of Staff Gen. CQ Brown, the former Chief of Naval Operations Adm. Lisa Franchetti, the Vice Chief of the Air Force Gen. Jim Slife and the three military service judge advocates general; Elon Musk and his team continue to terrorize federal workers; Washington sides with Beijing, Pyongyang and Minsk by voting against a UN measure blaming Russia for the war against Ukraine as Washington extorts gas, oil and rare earths concessions from Kyiv without extending security guarantees; the suggestion that a neutral Ukraine will ensure peace; Trump’s bizarre Gaza video as the first phase of hostage and prisoner exchanges end between Israel and Hamas.

On today’s Technology Report, Bryan Clark, the director of the Center for Defense Concepts and Technology at the Hudson Institute think tank, joins Defense & Aerospace Report Editor Vago Muradian to discuss President Trump’s plan to build an “Iron Dome” over America to defend against air and missile threats; what would be required to protect the nation; what areas would be protected and where not; how much such a system would cost; how effective it would be; the tradeoffs Americans would have to make in terms of diminished connectivity as bandwidth is shifted from commercial wireless cell and data services are shifted to powerful air and missile defense radar installations nationwide; and how adversaries would adapt to these new defense systems, including through novel means of delivering nuclear weapons including long-range unmanned underwater systems.

On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners and Chris Servello, the co-host of our Cavas Ships podcast joins Defense & Aerospace Report Editor Vago Muradian to discuss the firings of top US military officers including the the chairman of the Joint Chiefs of Staff, the Chief of Naval Operations, the Air Force’s vice chief as well as three judge advocate generals; how the moves will impact the force as well as recruiting and retention; what to expect from retired Lt. Gen. Dan Caine as the nation’s 22nd chairman given his diverse background that includes service in the Air National Guard, as a fighter pilot, role in the counter-ISIS mission, the intelligence community as well as private industry and venture capital; industrial impact of the administration’s plan to redirect between 6 and 8 percent of spending each year for the coming five years to new priorities; how the administration’s betrayal of Ukraine and anti-Europe rhetoric will shape how allies and partners respond to Washington as nations work to establish a more than 700 billion fund for new weapons purchases and Germany privates considers the need for nuclear weapons; whether the White House’s purge of the civil service will distract intelligence and law enforcement personnel charged with keeping the nation safe from terrorist and other threats, precipitating a future tragedy; and a look at the week ahead.

On today’s Strategy Series program, sponsored by General Atomic Aeronautical Systems, Dr. Evelyn Farkas, a former Pentagon Europe and Russia chief during the Obama administration who is now the executive director of McCain Institute at Arizona State University, and Dr. Eugene Rumer, a former national intelligence officer for Russia and Eurasia on the National Intelligence Council who is now the director of the Russia and Eurasia program at the Carnegie Endowment for International Peace, join Defense & Aerospace Report Editor Vago Muradian to discuss President Trump’s drive to end the Ukraine war including voting against a UN resolution blaming the war on Russia; how the betrayal of Ukraine and shakedown of Kyiv for its natural resources is resonating worldwide; how smaller nations can stand up to Russia and China without US help; worries across Asia as nations worry Trump’s “grand bargain” with China will jeopardize their security; takeaways from the HFX Taipei forum 20-21 Feb. in the Taiwanese capital; how Putin’s “win” in Ukraine change the Russian leader’s popularity at home; and an update on the war.

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 tough week on Wall Street as investors grapple with President Trump-induced economic uncertainty over tariffs and inflation; worries about of a protracted continuing resolution, government shutdown or a debt default; the Pentagon drive to redirect 6-8 percent a year of funding over five years to new priorities; the firing of top including Joint Chiefs Chairman Gen. CQ Brown, Chief of Naval Operations Adm. Lisa Franchetti and Vice Air Force Chief Gen. Jim Slife are fired; DoD’s sacking of more than 5,000 workers; allies’ view of Washington after America’s rapid betrayal of Ukraine, partnership with Russia, and hardy criticism of Europe that have driven nations to bolster capabilities; Ukrainian President Volodymyr Zelenskyy’s offer to resign in exchange for peace and Ukraine’s NATO membership as Kyiv prepares to grant half of its rare earth deposits to Washington; Airbus and BAE Systems results; Jeff Shockey’s abrupt departure from RTX to joining Boeing to run the beleaguered giant’s government operations; the fire that gutted leading aerospace fasteners maker SPS Technologies; and Trump’s interest in modifying a Qatari 747-8 as the next Air Force one until his real Air Force ones are ready.

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 now with 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 continuing demand for a “big beautiful bill” that includes all his priorities and the Senate passage of its version of the border bill without the massive tax cuts or other legislation the president wants; lawmakers seek to boost defense spending while the Pentagon presses military services to cut 6 percent a year over five years from their budgets that would be redirected to fund new priorities like border security, the Iron Dome air and missile defense initiative the border as well as unmanned systems, attack submarines and the strategic nuclear deterrent; in Riyadh, Secretary of State Marco Rubio meets with his Russian counterpart Sergei Lavrov to betray Ukraine and rehabilitate Russia and its economy as Trump denounces Volodymyr Zelenskyy as an unpopular dictator who started the war, mirroring Moscow’s propaganda; Washington took on an even more Stalinist flavor as the administration suggested it has submitted to Congress a list of senior officers that would be fired including the Chairman, the Chief of Naval Operations, and the Army chief of staff, although sources said the list was “unofficial” and may have been floated as both a warning to those named and to distract attention after a bad week; European leaders met in Paris, vowing support for Ukraine and pledging to continue punishing Russia as faith in America as a reliable ally and global leader evaporates as many wonder whether Washington represents a threat; as America commits great power suicide, China mounts an aggressive PR campaign to paint the United States as an unreliable actor and pledges to fill the void left in the abrupt end American aid and leadership; what’s next as the bodies of dead Israeli hostages including two small children are exchanged and Washington sticks to its plan to depopulate Gaza and redevelop it.

A lot of eyebrows went up when the U.S. Air Force contracted with a company called JetZero to design the tanker of the future. In our 100th episode, JetZero’s chief operating officer, Dan DaSilva, joins us to discuss how the company got where they are, and where they hope to be going. And we have headlines in airpower. All powered by GE!

On today’s Strategy Series program, sponsored by General Atomic Aeronautical Systems, Dr. Evelyn Farkas, a former Pentagon Europe and Russia chief during the Obama administration who is now the executive director of McCain Institute at Arizona State University, joins Defense & Aerospace Report Editor Vago Muradian to discuss President Trump’s drive to end the Ukraine war without Ukrainian or European participation, rehabilitate Vladimir Putin and sharply criticize allies; why “grand bargains” to mollify adversaries like Russia and China won’t stop their territorial or global power aspirations; how the strategy of appeasement will impact US relationships worldwide, especially in the Indo-Pacific; the reality that reverting from a rules-based order based on common values to one of spheres of influence and reciprocal tariffs will make the world poorer and increase the prospect of conflict; whether lawmakers will push back on Trump’s moves and rhetoric; and what to expect from the HFX Taipei forum 20-21 Feb. in the Taiwanese capital. The McCain Institute is partnered with HFX, annually awarding the John McCain Prize for Leadership in Public Service at the Halifax International Security Forum. Awarded by Sen. McCain’s son, Jack McCain, the 2024 prize went to Russian democracy and rights advocate Vladimir Kara Murza who was jailed in Russia for two years, and the 2020 prize to former Taiwanese President Tsai Ing Wen.

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 market despite tariff threats and rising inflation that will forestall more interest rate cuts; President Trump and his team sent shock waves across Europe after announcing direct talks with Russia to end the Ukraine war without European or Ukrainian participation, promising to arm Kyiv in exchange for half its rare earth mineral deposits, rejecting AI cooperation with allies, and working to normalize hard-right parties; whether Europe can step up as quickly as needed to both support Ukraine and address its own weapons needs; Trump says he’ll strike a deal with China and Russia to halve US defense spending as Congress works to increase spending by $100 billion or more dollars over the coming years; Defense Secretary Pete Hegseth says he’ll shift 8 percent of Pentagon spending to new priorities as he issued his 2026 budget guidance to the military services with savings to be found in “low impact, wasteful, DEI and climate programs,” anything related to the border is off limits as are nuclear attack submarines, large and small unmanned aircraft including the Collaborative Combat Aircraft, but manned planes like F-35 Lightning II fighters, aircraft carriers and even the Future Long-Range Assault Aircraft could be targeted; US arms exports hit a record high, but as Hegseth pledges to reform the Foreign Military Sales system to foster more deals, some question whether allies who worry that Washington won’t back them might not keep buying; the administration tells US firms they won’t be punished if they bribe foreign officials; and what to expect as Airbus — and other European firms — report earnings next week.

On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners and Chris Servello, the co-host of our Cavas Ships podcast joins Defense & Aerospace Report Editor Vago Muradian to discuss a week that sent allies and partners scrambling as President Trump moves to end the Ukraine war, rehabilitate Vladimir Putin, support Kyiv only if it hands over right to half its rare earth mineral deposits, and his team encourages hard right parties in Europe; Trump’s suggestion that a deal with Russia and China would allow defense spending to be cut by 50 percent; 25 percent tariffs on aluminum and steel; after a few strong messaging weeks, the administration’s game slips; Defense Secretary Pete Hegseth’s drive to reallocate 8 percent of the Pentagon budget for new priorities contained in his 2026 budget planning guidance to the military services that would protect border, strategic deterrent programs, nuclear submarine and unmanned efforts, but would target the F-35 Lightning II fighter and other manned platforms as well as Army programs to pay for the “Iron Dome” air and missile defense system; Callan’s four scenarios to consider in light of the current chaos; an update on the collision between USS Harry S. Truman and a the merchant bulk carrier Besiktas-M on the entry to the Suez Canal; and a look at the week ahead.

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 now with 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 efforts to raise defense spending by $100 billion; President Trump’s claim that billions in waste can be cut from the Pentagon as Elon Musk and the Muskovites set their sights on DoD; Trump proposed talks with China and Russia to allow Pentagon spending to be halved; Trump alarms America’s closest allies after disclosing a 90-minute call with Vladimir Putin as the two negotiate ending the Ukraine war, rejecting NATO membership for Kyiv, pledging reciprocal visits and calling for Russia to return to the G7; Vice President Vance rips into allies at the Munich Security Conference; allies see Europe shielding Ukraine as Washington helps Putin get off the hook for a war he started that’s caused more than 1 million casualties and displaced millions more; a day after getting out of jail free, Putin strikes the sarcophagus containing the reactor at Chernobyl that exploded in 1986; US allies in Europe and Pacific consider new alliances of like-minded democracies to better defend themselves and preserve free trade; president says US businesses shouldn’t be constrained by laws against bribing foreign officials; King Abdullah visits the White House where he’s put in a tough spot by the President’s insistence that America would annex Gaza and force Jordan and Egypt to accept 2 million Palestinians who now live there; Bibi Netanyahu threatens to end the ceasefire and resume military operations; and America’s indo-pacific commander warns that Chinese war games around taiwan are now so incessant they could serve as a fig leaf for a military invocation of the island.

On today’s Strategy Series program, sponsored by General Atomic Aeronautical Systems, Dr. Richard Andres, a professor at the national defense university and the former adviser to the secretary of the Air Force and commander of US Cyber Command, joins Defense & Aerospace Report Editor Vago Muradian to discuss the report for the Mitchell Institute for Aerospace Studies he cowrote with former Air Force Chief of Staff Gen. Buzz Mosley, USAF Ret., and Mitchell’s Maj. Gen. Larry Stutzriem, USAF Ret.; why jointness has prioritized today’s readiness over strategic planning and the need to return more authority to the military services to accelerate innovation and program execution.

B-21, Sentinel, NGAD The US Air Force is modernizing almost every piece of hardware in its inventory. We get into details with the man who was deep into all those programs, former Air Force acquisition chief Andrew Hunter. Plus airpower headlines. All powered by GE!

On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners and Chris Servello, the co-host of our Cavas Ships podcast joins Defense & Aerospace Report Editor Vago Muradian to discuss the Senate Armed Services Committee chairman’s mark, the Trump administration’s effective messaging that bolstered the president’s popularity, Defense Secretary Peter Hegseth actively shapes his narrative at the Pentagon, how the administration can avoid making cuts that only create bigger future headaches, impact of President Trump’s new steel and aluminum tariffs, analysis of defense and aerospace earnings and 10K reports, and a look at the week ahead.

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 down week as investors worried about tariffs and inflation; Babcock, Bombardier, HII, Kongsberg, Palantir, Saab and Transdigm either report or prereport earnings; Boeing increased delivery of 737 Max series jetliners to 40 a month from 35 a month last year as Airbus delayed proposal on hydrogen powered aircraft; under pressure from investors Honeywell will break up into three parts as did GE, but investors punished the conglomerate’s stock; Triumph Group will be acquired by Warburg Pincus and Berkshire Partners in a $3 billion deal; commercial passenger and cargo traffic are both up 10 and 11 percent respectively year over year; the US Marine Corps issued its long-range aviation plan that includes increasing orders of carrier-capable C-model F-35 Lighting II stealth fighters.

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 now with the Center for a New American Security, former Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies, and Cavas Ships co-host Chris Servello join Defense & Aerospace Report Editor Vago Muradian to discuss the latest on appropriations, appropriations, reconciliation and debt ceiling discussions on Capitol Hill as the prospect of a year-long continuing resolution and a government shutdown loom; the Senate moves to clear more of President Trump’s nominees including Tulsi Gabbard as director of national intelligence and Robert F. Kennedy Jr. as secretary of Health and Human Services; Elon Musk and his small team move at lightning speed to siphon unprecedented amounts of personal and financial data from agencies under the guise of improving government efficiency and move to gut the US Agency for International Development, offer retirement packages across government including to the CIA’s entire staff and fire some 40 percent of FBI agents; the implications of USAID’s demise as China, Russia and autocrats rejoice; whether distracted intelligence, law enforcement, allies or senior leaders will result in a future terror attack at home or incident abroad; analysis of Trump’s statement that the United States will take over Gaza and relocate more than 2 million Palestinians to Egypt and Jordan and redevelop it; and what to expect at the upcoming Munich Security Conference as America’s closest allies increasingly question their relationship with Washington.

Air Force Global Strike Commander General Thomas Bussiere brings us up to date on B-21, Sentinel, and maintaining deterrence in an increasingly multipolar world. Plus airpower headlines. All powered by GE!

Dr. Jim Lewis, the director of the Strategic Technologies Program at the Center for Strategic and International Studies, and Mark Montgomery, a retired US Navy rear admiral who is the senior director of the Center on Cyber and Technology Innovation at the Foundation for Defense of Democracies and Cyber Solarium 2.0 executive director, joins Defense & Aerospace Report Editor Vago Muradian to discuss the implications of the R1 Model by Chinese AI firm DeepSeek that sparked a market sell off on Wall Street; what makes it different from other AI models; how China used talent, technology and savvy thinking to compensate for technology restriction imposed on Beijing by Washington and its allies; why Chinese technology or military developments continue to surprise Western experts and what it says about US overconfidence; how better to control the flow of technology to China and whether there are lessons in the Cold War mechanisms like the Wassenaar Arrangement; whether President Trump’s $500 billion “Stargate” public private AI partnership is the right approach to better compete against China and advance American capabilities; the impact of Elon Musk’s drive to reorganize the US government at home and whether Trump’s muscular international rhetoric; and how the “grand bargain” Trump seeks with China could include handing Taiwan to Beijing.

On this episode of the Defense & Aerospace Report Strategy Series, sponsored by General Atomics Aeronautical Systems, Jim Jones, a retired US Marine Corps general who is now the president of Jones Group International after having served as the nation’s 22nd National Security Advisor, 14th Supreme Allied Commander Europe and 32nd commandant of the Marine Corps, joins Defense & Aerospace Report Editor Vago Muradian to discuss the stability of Iran’s leadership after Israel — backed by the United States — targeted Tehran’s Shia proxies Hamas, Hezbollah and the Houthis; why the international community must exert concerted pressure on the regime and assistance to democracy minded Iranian groups; the argument for change given the current regime is committed to fostering regional instability; the role of military force in the change equation; lessons from Syria; whether President Trump’s acerbic rhetoric will alienate allies and partners; and the key role a new generation of small nuclear reactors could play in improving US deterrence and warfighting capabilities in the Indo-Pacific (https://defaeroreport.com/2025/02/03/why-micro-nuclear-power-plants-could-be-americas-secret-weapon-in-the-indo-pacific-and-beyond/).

On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners and Chris Servello, the co-host of our Cavas Ships podcast joins Defense & Aerospace Report Editor Vago Muradian to discuss President Trump’s 25 percent tariffs on Canada and Mexico — that have been suspended for a month — as well as 10 percent on China, with threats to impose new ones on the EU and UK; the near-term implications on inflation and costs on US consumers as well as long-term impact on reordering of global trade patterns; how efforts to aggressively cut US government could backfire; whether Wall Street is as susceptible to disinformation as other aspects of American society; the messaging and disinformation surrounding the collision between a US Army helicopter and an American Airlines jetliner that left 67 dead; a look at least week’s earnings reports by leading companies including Boeing, General Dynamicsk, L3Harris, Lockheed Martin, Northrop Grumman and RTX; and a look at the week ahead.

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 brutal week on Wall Street as the market loses $1 trillion as shocked investors react to China’s DeepSeek AI and the Federal Reserve for the first time said it won’t continue interest rate cuts; implications of the worst US air disaster in 16 years as an US Army UH-60 Blackhawk helicopter collides with an American Airlines jetliner killing 67; President Trump imposes 25 percent tariffs on Canada and Mexico, and a 10 percent tariff on goods from China; analysis of 2024 earnings reported by Boeing, General Dynamics, L3Harris, Lockheed Martin, Northrop Grumman, RTX; Lockheed’s aeronautics charge and Northrop’s second low-rate production contract for the B-21 Raider bomber; and King Charles changes the name of the Royal Navy’s last Astute-class submarine.

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 now with 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 address after the worst US air disaster in 15 years that killed 67, blaming the tragedy on his predecessors and diversity programs; update on defense budget, reconciliation and debt discussions; Trump threatens the federal reserve and sows chaos in his second week by freezing government grants; his new defense secretary Pete Hegseth arrives at the Pentagon where he has eliminated diversity programs; Europe weights how best to deal with a second Trump term; Asia worries that Trump’s drive to change borders by acquiring Greenland and the terms under which the Ukraine war ends will shape Beijing’s approach as China seeks to redraw borders across the region; Israel exchanges prisoners as Hamas releases hostages and Trump urges Egypt and Jordan to accept Gazans as the Netanyahu government works to annex the strip; and Syria’s new leadership.

Force fields aren’t just the stuff of sci-fi; a company called Epirus is making them real. CEO Andy Lowery shows us a new kind of air defense. CSIS’s Dr. Tom Karako on America’s Iron Dome. And we have headlines in airpower. All powered by GE!

On this innovation conversation to highlight key topics in the countdown to the Apex technology and innovation conference in Washington between April 23-24, 2025 — sponsored by Clarion Defence — Keith Flynn, the senior vice president for production at Anduril, and Dr. Zach Mears, the company’s senior vice president for strategy, join Defense & Aerospace Report Editor Vago Muradian to discuss the five-million-square-foot Arsenal I engineering, development and production facility in Columbus, Ohio; production schedules and recruiting talent; how the adoption of automotive mass production techniques can accelerate arms production; adapting systems design to ensure ease of production; working with a new administration committed to expanding and speeding weapons manufacture to streamline the process of building the new plant; navigating supply chain challenges and controlling cost through design changes and deciding what to buy from vendors and what to make in-house; and the supply chain and sales implications of tariffs and strained alliance relationship; and when to expect Arsenal II. To learn more about the Apex conference, sponsorship and attendance opportunities please visit apexevents.org

On this Land Warfare episode, sponsored by American Rheinmetall, military strategist and land warfare advisor William F Owen — better known as Wilf Owen — joins Defense & Aerospace Report Editor Vago Muradian to discuss his new book “Euclid's Army: Preparing Land Forces for Warfare Today;” lessons from the Ukraine war; how to improve the lessons learned process to glean the right insights from conflicts; debunking the notion of “complexity;” putting the threat from drones in context and a case for the continued importance of tanks; and lessons from Israel’s wars on Hamas, Hezbollah, Iran and Houthis in Yemen.

On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners and Chris Servello, the co-host of our Cavas Ships podcast joins Defense & Aerospace Report Editor Vago Muradian to discuss the Trump administration’s first week; Pete Hegseth as the nation’s 29th defense secretary; whether the chairman and service chiefs will lost their jobs or retire over the coming months; repercussions of Trump’s “aggressive” call with the Danish prime minister over Greenland, the Panama Canal and spat with Colombia over deportations; look ahead to earnings as Boeing pre-reports another $4 billion loss; and a look at the week ahead.

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 strong week on Wall Street as investors work to determine the impact of Donald Trump’s policies a week into his second administration, from widely expected tax cuts, defense spending increases and war on migrants to what higher tariffs, trade wars and rising tensions with allies will mean including the president’s “aggressive” conversation over gaining ownership of Greenland with Danish Prime Minister Mette Frederickson; as some worry Trump’s rhetoric could undermine US weapons sales worldwide Poland’s Defense Minister Wladyslaw Kosiniak-Kamysz urges allies to curry favor with Trump by buying more US weapons; NATO considers sharing highly classified capability assessments with industry to speed weapons development; Boeing preannounces another $4 billion in losses as it prepares to report earnings; what Embraer’s next jetliner should look like; update on Blue Origin’s New Glenn and SpaceX’s Starship programs; and the industry-wide impacts of California’s devastating fires.

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 Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss Donald Trump’s first four days since returning to the White House; analysis of his inaugural address that included a pledge that America would retake the Panama Canal; update on appropriations, debt ceiling and reconciliation negotiations; outlook for defense spending as both Freedom Caucus and GOP leaders press for $100 billion to more than $200 billion in additional defense spending over the coming five years; Trump’s threat to impose tariffs on Russia over the Ukraine war and call for NATO nations to increase defense spending to 5 percent of GDP; the ceasefire in Gaza and the resignation of senior Israeli military leaders including Chief of Defense Staff Lt. Gen. Herzi Halevi.

He’ll always be the 26th Secretary of the Department of the Air Force, but now he’s free to speak his mind. An extended interview with Frank Kendall on the department he found and the one he leaves behind. A tour d’horizon of strategy, programs, budgets, and recommendations for his successor -- and be sure to hear his candid discussion of the situation in space. All powered by GE!

Justin Sherman, the founder of Global Cyber Strategies advisory firm and nonresident fellow at the Atlantic Council’s Cyber Statecraft Initiative, joins Defense & Aerospace Report Editor Vago Muradian to discuss why it’s important to ban TikTok, the supply chain questions raised by the Chinese social media app; what makes similar apps problematic from a security standpoint and what needs to happen to address known vulnerabilities; whether the sale of the US side of TikTok solves the problem; some cyber priorities for the incoming administration; why curtailing cyber regulation will undermine collective security at a time when adversaries are stepping up their cyber game and penetrating critical US and allied communications and other networks; how to counter Russian and Chinese operations to disrupt critical undersea infrastructure; and ways to increase the production of cyber talent.