Defense & Aerospace Report Podcast [Jun 01, ’24 Business Report]

On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy, join host Vago Muradian discuss a down week on Wall Street after weeks of strong gains, Boeing submits a safety plan to Federal Aviation Administration that declines to clear higher 737 production rates as top executives says certification of its Max 7 and 10 jets remains delayed, US and European weapons production is trending up but many worry it’s not fast enough whether for artillery shells or air defense weapons, Washington allows Ukraine to use American weapons to strike units in Russia that are attacking Kharkiv as French President Emmanuel Macron and NATO Secretary General Jens Stoltenberg argue member nations should let Kyiv use Western weapons strike legitimate targets, Pentagon Acquisition and Sustainment Under Secretary Dr Bill LaPlante says Northrop Grumman is on track to deliver the first 40 of some 100 B-21 Raider bombers on a fixed price basis of $550 million apiece in 2019 dollars, an analysis of recent Northrop losses and their impact on the company, and takeaways from the European Business Aviation and Exhibition in Geneva.