Aerospace and Defence SupplyChain is a must-attend event for leaders and decision makers who manage the supply chain in Aerospace and Defense companies. This conference provides information on everything from the state of the industry and predictions on future trends to insight into supply chain risks and opportunities.
Pandemic ramifications, volatile demand patterns, supply shortages, rising inflation, global turbulence, and geopolitical conflict are all factors that have affected the A&D supply chain in the past couple of years. Industry experts gather this year to address these issues and provide a unique analysis of, and possible solutions for, the most pressing questions the sector is facing.
Forecasts and Predictions for the Commercial Engine Market
Tuesday, January 31 | 12:15 PM - 1:00 PM (PST)
Speaker: Andrei Grskovic
Engine experts discuss their views on production rates, order books, and delivery rates in a post-pandemic world. This session will also explore trends impacting the sector, analyze programs and technologies, and look ahead to what the future holds for the global industry.
What's Hot: Defense
Wednesday, February 1 | 11:15 AM - 11:45 AM (PST)
Speaker: Doug Berenson
Reviewing how changes in budgets and priorities will impact the industry, Doug Berenson will examine spending and forecasting at the program level and asses how technology like AI and machine learning will shape the sector moving forward.
Key Takeaways from What's Hot: Defense
1. A wide array of investment categories will benefit from a significant budget increase in fiscal year 2023.
2. This is good news for primes and suppliers, but it may extend existing problems related to supply chain bottlenecks and capacity limitations in 2023 and beyond.
3. Relatively slow recapitalization rates will exert downward pressure on the size of US force structure. Where DoD embraces cheaper platforms (e.g., LEO satellites, UUVs) it may sustain force size over time.
4. Unwieldy negotiations over the debt ceiling and Federal spending could keep interest rates higher in 2024 than they might otherwise go, affecting everyone’s borrowing costs.
5. Depending on the timing of the debt ceiling negotiations, there is a high risk of a government shutdown or an extended CR for FY 2024, which could disrupt the optimal flow of investment in late 2023 and 2024.
6. DoD and its supplier base have a talent acquisition and retention problem. A rebound in commercial aviation will exacerbate this situation. But layoffs in the commercial tech sector could offer some relief.