Defense & Aerospace Daily Podcast [Jun 09, 2026] Engineered Metal Tech’s Mesh Feigenbaum

Key Takeaways

• US lacks sufficient large hydraulic forging presses for aerospace demand
• Government underwriting could unlock private investment in press infrastructure
• Boeing’s 70‑jet‑per‑month target hinges on press capacity
• Europe and Asia are accelerating their own forging press programs

Pulse Analysis

The aerospace and defense sectors rely on a handful of ultra‑large hydraulic forging presses to shape critical components such as engine casings and structural frames. These presses, often exceeding 50,000 tons of force, are scarce, with most located in Europe or Japan. Feigenbaum’s commentary underscores a systemic bottleneck: without a domestic surge in press capacity, U.S. manufacturers must compete for limited slots abroad, inflating lead times and costs. By framing the issue as a national‑security imperative, he positions the presses as infrastructure akin to air traffic control or semiconductor fabs, deserving direct federal support.

Commercial aviation illustrates the urgency. Boeing’s ambitious plan to lift 737 production to 70 aircraft per month demands a steady flow of forged parts that current U.S. presses cannot reliably supply. Airbus, though based in Europe, also sources components from American suppliers, meaning any domestic shortfall ripples through global supply chains. Delays in press output could force airlines to defer deliveries, eroding revenue and weakening the United States’ position as a hub for jet manufacturing.

On the defense side, a projected surge in military aircraft and missile programs amplifies the need for rapid, high‑volume forging. Feigenbaum suggests a mix of loan guarantees, tax incentives, and public‑private partnerships to catalyze new press construction. Meanwhile, Europe’s recent investment in a 55,000‑ton press and Asia’s rapid expansion signal a competitive race for strategic manufacturing capability. Prompt U.S. action could preserve critical supply lines, protect jobs, and sustain the nation’s aerospace leadership.