Episode
Defense & Aerospace Report Podcast [Jul 06, ’26 Business Report]
- Podcast
- Defense & Aerospace Report
- Published
- Jul 6, 2026
- Duration seconds
- 3552
- Processing state
not_requested- Canonical source
- https://soundcloud.com/defaeroreport/defense-aerospace-272897151
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Summary
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.