The Vertical Space

#92 Richard Aboulafia: Supply chain bottlenecks and the New Aerospace Order


Listen Later

Welcome back to The Vertical Space for our second conversation with Richard Aboulafia, an insightful voice on all things aerospace and defense.  This episode dives deeper than ever into the aerospace and defense supply chain: globalization, vulnerabilities, titanium, rare earth elements, and why Tier 1 integrators may be losing their place in the industry. 

We explore how shifting geopolitics, material dependencies, and evolving national strategies are redrawing the map of the aerospace and defense industrial base. Richard breaks down why Europe is accelerating its push for industrial sovereignty, how China’s role in rare earths and Russia's role in titanium are creating ripple effects, and what the decline of Tier 1 integrators means for the rest of the industry. We also unpack the promise of Collaborative Combat Aircraft, new defense spending priorities, and ATC modernization. This is a wide-ranging and nuanced discussion on the forces disrupting aerospace as we know it, and where the opportunities lie in the new aerospace order.



...more
View all episodesView all episodes
Download on the App Store

The Vertical SpaceBy Jim Barry, Peter Shannon & Luka Tomljenovic

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

14 ratings


More shows like The Vertical Space

View all
WSJ What’s News by The Wall Street Journal

WSJ What’s News

4,313 Listeners

This Week in Startups by Jason Calacanis

This Week in Startups

1,270 Listeners

Aviation Week's Check 6 Podcast by Aviation Week Network

Aviation Week's Check 6 Podcast

364 Listeners

a16z Podcast by Andreessen Horowitz

a16z Podcast

1,004 Listeners

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch by Harry Stebbings

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

512 Listeners

Founders by David Senra

Founders

1,803 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,294 Listeners

Defense & Aerospace Report by Defense & Aerospace Report, sponsored by Bell

Defense & Aerospace Report

121 Listeners

Airlines Confidential Podcast by Scott McCartney

Airlines Confidential Podcast

129 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

8,727 Listeners

The eVTOL Insights Podcast by The eVTOL Insights Podcast

The eVTOL Insights Podcast

12 Listeners

Joe Lonsdale: American Optimist by Joe Lonsdale

Joe Lonsdale: American Optimist

159 Listeners

Moonshots with Peter Diamandis by PHD Ventures

Moonshots with Peter Diamandis

455 Listeners

No Priors: Artificial Intelligence | Technology | Startups by Conviction

No Priors: Artificial Intelligence | Technology | Startups

124 Listeners

BG2Pod with Brad Gerstner and Bill Gurley by BG2Pod

BG2Pod with Brad Gerstner and Bill Gurley

439 Listeners