Name: Why Israeli Weapons Are in Demand Despite Global Criticism
Uploaded: 2026-01-25T15:00:36+00:00
Duration: 733 s

Speakers

Dan Senor — Author, Startup Nation; Host, Call Me Back podcast

Yishai Cohen — Head of Planning, Economics and IT, Israel Ministry of Defense

Boaz Levy — CEO, Israel Aerospace Industries

Kobi Kagan — CFO, Elbit Systems

Westin

Udi Oster — Founder, EyesAtop

Moshiel Biton — CEO, Addionics

Summary

The video examines how Israeli defense technology exports reached record levels despite global criticism over the Gaza war. It features defense executives, officials, and startup founders explaining that demand from Europe, the US, and India is driven by combat-proven and cutting-edge systems. Elbit Systems and Israel Aerospace Industries both report record order books, while new defense startups emerge.

Israeli defense exports reached nearly $15B in 2024, the highest ever.
Demand comes from Europe, the US, and India for missile defense, drones, and battlefield-tested systems.
Dan Senor argues boycotts are largely performative and Israel is a lab for future warfare.
Israel Aerospace Industries reports 80% exports and a record $27B backlog.
Elbit Systems' order book rose to $25B, including record European orders.
Israeli defense startups grew from 170 to over 300 during the war.
Colonel Yishai Cohen says conflict provides a battlefield lab for combat-improved systems.
Addionics and EyesAtop are examples of startups pivoting to defense tech.

Ideas

Dan Senor Author, Startup Nation; Host, Call Me Back podcast 2:14

Israeli defense tech demand remains strong.

Despite global criticism and boycott calls, demand for Israeli defense technology remains strong because it is combat-proven and cutting edge. Europe's rearmament, especially Germany's need to invest in technology rather than personnel, and countries' desire to piggyback on Israel's battlefield success drive continued purchases.

Boaz Levy CEO, Israel Aerospace Industries 3:06

IAI sees record international defense demand.

Israel Aerospace Industries' international demand is strong: it exports 80% of its goods overseas, had $27B of new orders in Q3 2025, and its largest-ever backlog. Its Germany partnership remained intact despite embargo talk, with Arrow 3 deployed on schedule.

Yishai Cohen Head of Planning, Economics and IT, Israel Ministry of Defense 5:31

Battlefield testing improves Israeli defense systems.

Constant conflict gives Israel a battlefield laboratory where its defense systems are continuously tested and improved, producing combat-proven and combat-improved systems that are attractive to international buyers.

Kobi Kagan CFO, Elbit Systems 9:47

Elbit order book shows strong demand.

Elbit Systems' order book rose by $3B to $25B, mostly from international orders, including a record $2.3B order and an additional $1.6B order from a European customer, evidence of growing international demand.

This Bloomberg Markets video, published January 25, 2026, features Dan Senor, Boaz Levy, Yishai Cohen, Kobi Kagan discussing Israeli defense technology, Israel Aerospace Industries, ESLT. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Dan Senor, Boaz Levy, Yishai Cohen, Kobi Kagan · Tickers: Israeli defense technology, Israel Aerospace Industries, ESLT

Why Israeli Weapons Are in Demand Despite Global Criticism

Summary

Ideas

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