Defense & Aerospace Report

Defense & Aerospace Report Podcast [Washington Roundtable Sep 05, ’25]

Sep 5, 2025
Michael Herson, president of American Defense International, joins Patrick Cronin, Dov Zakheim, and Jim Townsend to explore critical U.S. defense concerns. They dissect Congress's looming shutdown and the National Defense Authorization Act's journey. Delve into the geopolitical landscape as they discuss Trump's defense strategies and the implications of increasing Chinese influence with leaders from around the globe. The conversation also touches on the ongoing tensions in Ukraine and Israel, examining how these crises impact national security.
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INSIGHT

Government Stakes In Defense Firms Are Real

  • The administration is actively exploring taking equity stakes in defense contractors as a lever to force industrial change.
  • Many Hill Republicans dismiss the threat but Democrats and some contractors take it seriously and may push back.
ADVICE

Contractors Must Lobby Directly

  • Defense contractors should proactively engage their own Hill teams to educate subcommittee members about risks of government ownership.
  • Do not rely solely on trade associations; companies must press their influence directly.
INSIGHT

Redistricting Creates Risk And Opportunity

  • State redistricting in Texas, California and Missouri is shifting congressional seats and could yield gains and risks for Republicans.
  • Newly drawn Trump-leaning districts can still flip in off-year elections, especially amid local issues like immigration enforcement.
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