Weekly News Update: Jul 26, 2024

20 - 26 Jul 2024

Good morning,

I’m on holiday for the next week. Don’t expect too much from me in that time. Keeping my intro short and sweet:

Russia and China are buzzing Alaska in their first document joint air patrol. Leonardo wants more consolidation in the European defense industry. Boeing is still in the news, joining the ranks of several other primes rejecting fixed-price contracts, because why wouldn’t industry want to try and take all the money from the government? Raytheon needs more solid rocket motors (can you help them out Firehawk and X-Bow systems?). And if you recall, I’ve talked a fair amount in the first half of the year about how slow investments were happening in Defense. It does seem to be that they’re picking up pace—but mostly at the growth stage.

Dive in to these and other issues surrounding aerospace and defense technology, while I go dive into the swimming pool.