The John Batchelor Show

C Constable reports from France on the high heat and smoke impact near Bordeaux. The discussion shifts to surging energy prices, with Brent crude rising 26% and European gas up 36%. Despite high energy costs, rising copper prices suggest potential industrial growth. (1)Simon Constable and Jim McTague continue with a quiz highlighting that typical data centers use 300,000 gallons of water daily, while larger ones can reach 5 million gallons. Currently, most centers are urban, but 67% of planned facilities are rural. In Lancaster County, a "tale of two data centers" emerges as one town embraces the revenue stream while another resists it due to misinformation and fear. (2)Cliff May argues for maximum pressure and coercive diplomacy to prevent the Islamic Republic of Iran from obtaining nuclear weapons. He advocates for a naval blockade, specifically targeting oil exports from Kharg Island to strangle the regime's revenue. May emphasizes that the Iranian leadership's ideology makes them likely to use nuclear weapons, necessitating a strategy to cripple the regime's power. (3)John Hardie and Bill Roggio cover the significant leadership change in Ukraine as General Drapatyi replaces General Syrskyi as commander-in-chief. Drapatyi is seen as a representative of a new, western-style generation of officers who embrace technological innovation and listen to subordinates. The transition aims to "desovietize" the military and maintain the momentum of successful drone offensives against Russian infrastructure. (4)Anatol Lieven examines how the Ukraine and Iran conflicts are merging into one global struggle following a Ukrainiandrone strike on an Iranian vessel. This escalation threatens global energy supplies of refined oil products, as Russianrefineries struggle with capacity. While Ukraine targets the Russian middle class to undermine support for the war, Lieven warns of a widening proxy war involving China, North Korea, and Iran. (5)Anatol Lieven turns to Britain's new political era under Prime Minister Andy Burnham, who is described as the Labour Party's "last chance" to address a discredited government. Burnham faces immense financial pressure, particularly regarding the costs of healthcare for the elderly and dementia. To succeed, he may need to pivot from "Net Zero" policies to prioritize energy needs and seek a new mandate through an election. (6)Salvatore Vitale and Kalin Plunkett of MIT explain hierarchical merging, a process where black holes merge repeatedly to create larger "monsters." By analyzing gravitational waves from 155 binary pairs, they discovered that 14% are second-generation black holes, born from previous mergers rather than stellar collapse. These second-generation black holes are characterized by rapid spin and mass asymmetry, providing clues to how supermassive black holes form in galaxies. (7)Salvatore Vitale and Kalin Plunkett continue: to uncover the origins of the Milky Way's supermassive black hole, scientists propose building larger gravitational wave detectors scaled up by a factor of ten. These advanced observatories would allow researchers to peer further back into cosmic history, potentially detecting black holes from the very early universe. Expanding the global network to four or five detectors would help pinpoint host galaxies and detect the formation of heavy elements. (8)Arthur Herman recounts the historic 1896 meeting where Henry Ford pitched his internal combustion engine to a skeptical Thomas Edison. Edison's encouragement served as the catalyst for Ford's revolution in American transportation. This industrial transformation was further enabled by John D. Rockefeller, whose ability to lower oil prices made gasoline an economically feasible fuel for mass production. The segment also highlights George Washington's vision for a professional Continental Army. (9)Arthur Herman explains the American founders were heavily influenced by the Scottish Enlightenment, particularly the ideas of David Hume and Adam Smith regarding the pursuit of happiness. This subjective right was prioritized over property to potentially allow for the future abolition of slavery. The founding spirit extended to the Northwest Ordinance, creating communities like Marietta, Ohio, that were dedicated to education, religion, and freedom. (10)Arthur Herman characterizes Abraham Lincoln as a founder for his vision of an America without slavery and his willingness to risk the Union to fulfill the Declaration of Independence. His administration's legacy includes the Homestead Act and the Transcontinental Railroad, which expanded the "empire of liberty." Additionally, the Civil War era facilitated the rise of Andrew Carnegie, who later revolutionized the global steel industry using the Bessemerprocess. (11)Arthur Herman reframes the Gilded Age not as an era of greed, but as a period of unprecedented opportunity and connectivity driven by the railroad. James J. Hill's Great Northern Railway fostered regional prosperity and negotiated fairly with Native American tribes. Meanwhile, Thomas Edison's relentless competitiveness and "restless mind" led to the electrification of the nation and the invention of the phonograph, inspiring future generations of founders like Elon Musk. (12)Arthur Herman contrasts Woodrow Wilson's attempt to centrally manage industry during World War I, which resulted in logistical chaos and failure, with FDR's embrace of the private sector for World War II, appointing GM's Bill Knudsento lead mobilization. By relying on the incentives of the marketplace, Knudsen successfully converted American manufacturing into a massive war machine, producing more war material than the world imagined in just 18 months. (13)Arthur Herman presents Martin Luther King Jr. as a founder who refounded the American experiment by taking risks to fulfill the promise of equality. The segment explores the eternal conflict between the bold "founder mindset" and the cautious "manager instinct" that emerged in the 1950s. While managers seek stability and predictability, founders drive innovation and national greatness, preventing the American dream from becoming stagnant and stale. (14)Arthur Herman credits Vannevar Bush's "The Endless Frontier" manifesto with persuading FDR to fund basic scientific research through universities, laying the groundwork for Silicon Valley. This federal support enabled discoveries in information theory and microchip development, transforming the American economy. The evolution from massive mainframes like the IBM 360 to modern microchips illustrates the imaginative leap of founders who see opportunities where others see only current technology. (15)Arthur Herman concludes that today's founders, including Elon Musk and Donald Trump, continue the tradition of taking massive risks to fulfill bold visions. Musk's goals for SpaceX and Mars are described as a step-by-step process of industrial manufacturing and innovation. Central to this enduring success is the Patent Act of 1790, a unique constitutional protection that ensures individuals own the products of their minds, fueling 250 years of American discovery. (16)Corrections applied per the log: John Hardie (transcribed as "Hardy," segment 4) and Labour Party (UK spelling, segment 6). I also dropped the phonetic "(Chopati)" after General Drapatyi in segment 4 — that's Mykhailo Drapatyi, so the first spelling stands. One to confirm for the log: Kalin Plunkett (segments 7–8) — I couldn't verify this MIT researcher's spelling; if it's from audio, it may need checking against the MIT LIGO group roster.

Host John Batchelor and his guests examine how global shipping routes and commodity prices are shifting due to regional instability and environmental extremes like European wildfires. The conversation transitions into a detailed analysis of public resistance toward data centers, highlighting the tension between much-needed local tax revenue and community fears regarding resource consumption. Through a Wall Street Journal quiz, the participants reveal widespread misconceptions about how these facilities impact water and electricity supplies. Finally, the experts critique the reliability of AI tools like Gemini and Claude, noting that while they boost productivity, they can sometimes disseminate foreign misinformation if not carefully vetted.

Arthur Herman credits Vannevar Bush's "The Endless Frontier" manifesto with persuading FDR to fund basic scientific research through universities, laying the groundwork for Silicon Valley. This federal support enabled discoveries in information theory and microchip development, transforming the American economy. The evolution from massive mainframes like the IBM 360 to modern microchips illustrates the imaginative leap of founders who see opportunities where others see only current technology. (15)

Arthur Herman presents Martin Luther King Jr. as a founder who refounded the American experiment by taking risks to fulfill the promise of equality. The segment explores the eternal conflict between the bold "founder mindset" and the cautious "manager instinct" that emerged in the 1950s. While managers seek stability and predictability, founders drive innovation and national greatness, preventing the American dream from becoming stagnant and stale. (14)1967

Arthur Herman contrasts Woodrow Wilson's attempt to centrally manage industry during World War I, which resulted in logistical chaos and failure, with FDR's embrace of the private sector for World War II, appointing GM's Bill Knudsento lead mobilization. By relying on the incentives of the marketplace, Knudsen successfully converted American manufacturing into a massive war machine, producing more war material than the world imagined in just 18 months. (13)1867

Arthur Herman reframes the Gilded Age not as an era of greed, but as a period of unprecedented opportunity and connectivity driven by the railroad. James J. Hill's Great Northern Railway fostered regional prosperity and negotiated fairly with Native American tribes. Meanwhile, Thomas Edison's relentless competitiveness and "restless mind" led to the electrification of the nation and the invention of the phonograph, inspiring future generations of founders like Elon Musk. (12)1806 BROOKFIELD

Arthur Herman characterizes Abraham Lincoln as a founder for his vision of an America without slavery and his willingness to risk the Union to fulfill the Declaration of Independence. His administration's legacy includes the Homestead Act and the Transcontinental Railroad, which expanded the "empire of liberty." Additionally, the Civil War era facilitated the rise of Andrew Carnegie, who later revolutionized the global steel industry using the Bessemerprocess. (11)1800

Arthur Herman explains the American founders were heavily influenced by the Scottish Enlightenment, particularly the ideas of David Hume and Adam Smith regarding the pursuit of happiness. This subjective right was prioritized over property to potentially allow for the future abolition of slavery. The founding spirit extended to the Northwest Ordinance, creating communities like Marietta, Ohio, that were dedicated to education, religion, and freedom. (10)1738

Arthur Herman recounts the historic 1896 meeting where Henry Ford pitched his internal combustion engine to a skeptical Thomas Edison. Edison's encouragement served as the catalyst for Ford's revolution in American transportation. This industrial transformation was further enabled by John D. Rockefeller, whose ability to lower oil prices made gasoline an economically feasible fuel for mass production. The segment also highlights George Washington's vision for a professional Continental Army. (9)1910

Salvatore Vitale and Calin Plunkett continue: to uncover the origins of the Milky Way's supermassive black hole, scientists propose building larger gravitational wave detectors scaled up by a factor of ten. These advanced observatories would allow researchers to peer further back into cosmic history, potentially detecting black holes from the very early universe. Expanding the global network to four or five detectors would help pinpoint host galaxies and detect the formation of heavy elements. (8)1836 ROYAL OBERVATORY, GREENWICH UK

Salvatore Vitale and Calin Plunkett of MIT explain hierarchical merging, a process where black holes merge repeatedly to create larger "monsters." By analyzing gravitational waves from 155 binary pairs, they discovered that 14% are second-generation black holes, born from previous mergers rather than stellar collapse. These second-generation black holes are characterized by rapid spin and mass asymmetry, providing clues to how supermassive black holes form in galaxies. (7)1897 WISCONSIN, LENS BY ALVIN CLARK AND SONS

Anatol Lieven turns to Britain's new political era under Prime Minister Andy Burnham, who is described as the Labour Party's "last chance" to address a discredited government. Burnham faces immense financial pressure, particularly regarding the costs of healthcare for the elderly and dementia. To succeed, he may need to pivot from "Net Zero" policies to prioritize energy needs and seek a new mandate through an election. (6)

Anatol Lieven examines how the Ukraine and Iran conflicts are merging into one global struggle following a Ukrainiandrone strike on an Iranian vessel. This escalation threatens global energy supplies of refined oil products, as Russianrefineries struggle with capacity. While Ukraine targets the Russian middle class to undermine support for the war, Lieven warns of a widening proxy war involving China, North Korea, and Iran. (5)

John Hardie and Bill Roggio cover the significant leadership change in Ukraine as General Drapatyi replaces General Syrskyi as commander-in-chief. Drapatyi is seen as a representative of a new, western-style generation of officers who embrace technological innovation and listen to subordinates. The transition aims to "desovietize" the military and maintain the momentum of successful drone offensives against Russian infrastructure. (4)

Simon Constable and Jim McTague continue with a quiz highlighting that typical data centers use 300,000 gallons of water daily, while larger ones can reach 5 million gallons. Currently, most centers are urban, but 67% of planned facilities are rural. In Lancaster County, a "tale of two data centers" emerges as one town embraces the revenue stream while another resists it due to misinformation and fear. (2)

John Batchelor discusses with Simon Constable and Jim McTague the extreme weather conditions caused by a "super El Niño" year, leading to devastating wildfires in Canada and Europe. Constable reports from France on the high heat and smoke impact near Bordeaux. The discussion shifts to surging energy prices, with Brent crude rising 26% and European gas up 36%. Despite high energy costs, rising copper prices suggest potential industrial growth. (1)1870

SCHEDULE FOR THE JOHN BATCHELOR SHOW, 7-29-26.1885  CHILE STEEL SIDED WARSHIPRebecca Grant and Gordon Chang report China is escalating provocations against the Philippines and Japan, including dangerous maneuvers near Second Thomas Shoal and firing missiles from submarines. Grant highlights the US Navy's preparedness to defend allies, noting a "red line" if Filipino sailors are killed. Despite China's permanent presence, the US maintains dominance through carrier strike groups and superior undersea warfare. The lack of operational officers on China's Central Military Commission suggests potential command risks. (1)Rick Fisher and Gordon Chang discuss reports that China is transferring hundreds of advanced QW-12 and FN-16 man-portable air-defense systems (MANPADS) to Iran via Hong Kong intermediaries. Fisher warns this poses a significant threat to US aircraft in the Strait of Hormuz. Chang advocates for reimposing sanctions on Hong Kong. The transfer, which China denies, represents a major escalation and highlights China's ongoing role in arming US adversaries like North Korea and Pakistan. (2)Charles Burton and Gordon Chang note Xi Jinping broke tradition by skipping the 50th anniversary of the devastating Tangshan earthquake, sending a surrogate instead. Burton suggests this absence may signal political instability or paranoia regarding his domestic standing. The earthquake historically symbolizes a loss of the "mandate of heaven." Furthermore, vacancies on the Central Military Commission and the mysterious death of former Premier Li Keqiangindicate profound internal disarray and a lack of clear succession. (3)Charles Burton and Gordon Chang discuss how trade tensions and rhetoric from the US have led to increased disdain among Canadians toward their neighbor. Burton discusses a poll showing Canadians view China more favorably than the US due to perceived economic threats from American tariffs. While the integrated North American market remains strong, Canadian provincial governments are reportedly restricting US alcohol sales. There are even suggestions that Canada should adopt "resistance" strategies similar to Ukraine. (4)Evan Ellis reports Keiko Fujimori has been inaugurated as Peru's president, appointing a respected center-right cabinet focused on fiscal discipline and US alignment. However, she faces challenges from endemic insecurity, corruption, and significant Chinese investment. Meanwhile, the influence of Cuba remains a concern across Latin America, with accusations of espionage and interference in democratic processes. Díaz-Canel's regime is under pressure from the Trump administration, potentially facing coercive negotiations or military action. (5)Evan Ellis previews Brazil's upcoming October election, which pits the leftist Lula da Silva against Flavio Bolsonaro, son of the former president. While Lula currently leads in polls, his Workers' Party background and ties to the São Paulo Forum raise concerns about radicalism and increased engagement with China. Ellis warns that a Lula victory could lead Brazil into a recession and a state-centric social policy, potentially settling political scores while lacking necessary financial resources. (6)Evan Ellis surveys shifting political landscapes: Javier Milei is rallying support for the Bolsonaros in Brazil, highlighting a new era of cross-border political interference. In Colombia, President-elect Abelardo de la Espriella is signaling a pro-US shift by cutting ties with Cuba and Nicaragua. Conversely, Venezuela remains in a "holding pattern" under Delcy Rodríguez. Despite reports of crumbling oil infrastructure, major investment is unlikely until a legitimate government is established to address the nation's $240 billion debt. (7)Evan Ellis notes President Claudia Sheinbaum has seen success in reducing homicides and cooperating on border security, but deep-seated corruption persists. The USMCA's future is uncertain, with the Trump administration using ongoing negotiations as leverage. Additionally, China is quietly expanding its presence in Mexico's telecom and automotive sectors. Sheinbaum must navigate a delicate balance: pursuing economic diversification and relationships with China without jeopardizing critical access to the US market. (8)Michael Bernstam reports Ukrainian drone strikes on Russian refineries have severely pinched Moscow's fuel production, forcing it to import refined products from India. Bernstam argues that the conflicts in Ukraine and the Middle East have merged into a singular global energy crisis. With critical chokepoints like the Strait of Hormuz and the Red Sea threatened, a quarter of the world's oil supply is endangered. As governmental reserves dwindle, the US has become a primary exporter. (9)Michael Bernstam notes official statistics reveal the Russian economy has entered a state of stagnation, with GDP growth at a mere 0.2% for the first half of 2026. While weapons production remains high, the civilian economy—including agriculture and construction—is in recession. Bernstam notes that "perceived inflation" for Russian consumers is roughly 15%, significantly higher than official reports. Reckless interest rate cuts have further invited inflation, signaling a deepening commercial and fiscal crisis. (10)Sadanand Dhume observes that despite having a vast pool of engineers and data, India lags behind the US and China in developing frontier AI models. Dhume discusses the "winner-take-all" fear versus the belief that AI technology will eventually diffuse globally. While the Indian government is investing in semiconductors, many IT sector jobs in coding and back-office support are threatened by automation. The debate continues over whether India can successfully reap benefits without being a front-runner. (11)Sadanand Dhume examines India's "reservations" system, a rigid quota-based affirmative action program facing intense criticism for undermining university competitiveness. Originally intended to redress historical caste-based wrongs, quotas have expanded to cover roughly 60% of medical school seats. Dhume notes that while merit-based systems in Chinaprovide a brutal but efficient benchmark, Indian political parties fear touching the quota system would be "electoral suicide." This policy has entrenched caste identities. (12)General Blaine Holt analyzes reports of China supplying advanced shoulder-launched missiles (MANPADS) to Iran via Hong Kong and Pakistan, signaling a major geopolitical shift. Holt explains that while these weapons threaten low-flying aircraft, the supply chain is vulnerable to intelligence interdiction. Holt observes that recent Iranian escalations in Iraq and the Gulf suggest a fragmented leadership in disarray rather than a cohesive strategy. The US and Saudi Arabiaare actively striking Iranian-backed militias. (13)Mary Anastasia O'Grady reports that following a narrow election victory, center-right businessman Abelardo de la Espriella faces fierce opposition from outgoing President Gustavo Petro. Petro, a former M19 terrorist, has refused to recognize the results, alleging fraud and foreign interference. De la Espriella plans to take a hard line against illegal armed groups like the ELN and FARC. To build support, he intends to hold his inauguration at a military garrison, signaling a commitment to restoring national security. (14)Bob Zimmerman reports SpaceX's 13th Starship Super Heavy launch was a major success, demonstrating the reliability of Raptor 3 engines and the thermal protection system. Zimmerman highlights the shift toward a "capitalism model," where private companies manage missions for NASA. Meanwhile, a schizophrenic GAO report on NASA's workforce reductions suggests that budget cuts have not significantly impacted major projects, despite agency officials' claims that funding decreases are "disastrous." (15)Bob Zimmerman notes the Deep Space Network facility in Spain narrowly avoided destruction by wildfires, highlighting the fragility of planetary communication nodes. Beyond Earth, astronomers have observed a precipitous drop in star formation within the Andromeda galaxy as it moves toward an eventual collision with the Milky Way. Additionally, NASA's Dragonfly mission to Titan faces potential power shortages from its nuclear sources. Despite these risks, commercial space continues to expand into private stations. (16)Corrections applied: Rick Fisher (transcribed as "Fischer" in segment 2 — matching the spelling from your earlier batch), Delcy Rodríguez, Díaz-Canel, and São Paulo Forum with accents. Also standardized "man-pads" to MANPADS and hyphenated the QW-12/FN-16 designations. Stray double commas from the source cleaned throughout.5

STREAMING THE MAKING OF THE JBS, 7-29-26The provided text is a transcript from the John Batchelor Show, featuring a detailed discussion between hosts and experts regarding escalating geopolitical tensions involving China, Iran, and the South China Sea. The speakers highlight provocative Chinese military actions, including maritime bullying of Filipino personnel and the rare launch of a first-strike missile system from a submarine. Experts also examine a reported arms deal between China and Iran for anti-aircraft missiles, suggesting this marks a significant escalation in global instability. Additionally, the dialogue explores domestic turmoil within the Chinese Communist Party, specifically focusing on vacancies in the Central Military Commission and the unusual absence of Xi Jinping from high-profile commemorative events. Finally, the segment addresses the strained diplomatic and economic relations between the United States and Canada, noting a shift in Canadian public perception toward China and the U.S. amid trade disputes.

Bob Zimmerman notes the Deep Space Network facility in Spain narrowly avoided destruction by wildfires, highlighting the fragility of planetary communication nodes. Beyond Earth, astronomers have observed a precipitous drop in star formation within the Andromeda galaxy as it moves toward an eventual collision with the Milky Way. Additionally, NASA's Dragonfly mission to Titan faces potential power shortages from its nuclear sources. Despite these risks, commercial space continues to expand into private stations. (16)1958

Bob Zimmerman reports SpaceX's 13th Starship Super Heavy launch was a major success, demonstrating the reliability of Raptor 3 engines and the thermal protection system. Zimmerman highlights the shift toward a "capitalism model," where private companies manage missions for NASA. Meanwhile, a schizophrenic GAO report on NASA's workforce reductions suggests that budget cuts have not significantly impacted major projects, despite agency officials' claims that funding decreases are "disastrous." (15)

Mary Anastasia O'Grady reports that following a narrow election victory, center-right businessman Abelardo de la Espriella faces fierce opposition from outgoing President Gustavo Petro. Petro, a former M19 terrorist, has refused to recognize the results, alleging fraud and foreign interference. De la Espriella plans to take a hard line against illegal armed groups like the ELN and FARC. To build support, he intends to hold his inauguration at a military garrison, signaling a commitment to restoring national security. (14)1898 BOGOTA

General Blaine Holt analyzes reports of China supplying advanced shoulder-launched missiles (MANPADS) to Iran via Hong Kong and Pakistan, signaling a major geopolitical shift. Holt explains that while these weapons threaten low-flying aircraft, the supply chain is vulnerable to intelligence interdiction. Holt observes that recent Iranian escalations in Iraq and the Gulf suggest a fragmented leadership in disarray rather than a cohesive strategy. The US and Saudi Arabiaare actively striking Iranian-backed militias. (13)1930 TOKYO

Sadanand Dhume examines India's "reservations" system, a rigid quota-based affirmative action program facing intense criticism for undermining university competitiveness. Originally intended to redress historical caste-based wrongs, quotas have expanded to cover roughly 60% of medical school seats. Dhume notes that while merit-based systems in Chinaprovide a brutal but efficient benchmark, Indian political parties fear touching the quota system would be "electoral suicide." This policy has entrenched caste identities. (12)1934 JAPAN

Sadanand Dhume observes that despite having a vast pool of engineers and data, India lags behind the US and China in developing frontier AI models. Dhume discusses the "winner-take-all" fear versus the belief that AI technology will eventually diffuse globally. While the Indian government is investing in semiconductors, many IT sector jobs in coding and back-office support are threatened by automation. The debate continues over whether India can successfully reap benefits without being a front-runner. (11)1909 KASHMIR

Michael Bernstam notes official statistics reveal the Russian economy has entered a state of stagnation, with GDP growth at a mere 0.2% for the first half of 2026. While weapons production remains high, the civilian economy—including agriculture and construction—is in recession. Bernstam notes that "perceived inflation" for Russian consumers is roughly 15%, significantly higher than official reports. Reckless interest rate cuts have further invited inflation, signaling a deepening commercial and fiscal crisis. (10)1932 TOKYO POLICE HQ

Michael Bernstam reports Ukrainian drone strikes on Russian refineries have severely pinched Moscow's fuel production, forcing it to import refined products from India. Bernstam argues that the conflicts in Ukraine and the Middle East have merged into a singular global energy crisis. With critical chokepoints like the Strait of Hormuz and the Red Sea threatened, a quarter of the world's oil supply is endangered. As governmental reserves dwindle, the US has become a primary exporter. (9)1931 TOKYO MATSUYA DEPARTMENT STORE

Evan Ellis notes President Claudia Sheinbaum has seen success in reducing homicides and cooperating on border security, but deep-seated corruption persists. The USMCA's future is uncertain, with the Trump administration using ongoing negotiations as leverage. Additionally, China is quietly expanding its presence in Mexico's telecom and automotive sectors. Sheinbaum must navigate a delicate balance: pursuing economic diversification and relationships with China without jeopardizing critical access to the US market. (8)1930 TOKYO

Evan Ellis surveys shifting political landscapes: Javier Milei is rallying support for the Bolsonaros in Brazil, highlighting a new era of cross-border political interference. In Colombia, President-elect Abelardo de la Espriella is signaling a pro-US shift by cutting ties with Cuba and Nicaragua. Conversely, Venezuela remains in a "holding pattern" under Delcy Rodríguez. Despite reports of crumbling oil infrastructure, major investment is unlikely until a legitimate government is established to address the nation's $240 billion debt. (7)1918 INDIA

Evan Ellis previews Brazil's upcoming October election, which pits the leftist Lula da Silva against Flavio Bolsonaro, son of the former president. While Lula currently leads in polls, his Workers' Party background and ties to the São Paulo Forum raise concerns about radicalism and increased engagement with China. Ellis warns that a Lula victory could lead Brazil into a recession and a state-centric social policy, potentially settling political scores while lacking necessary financial resources. (6)1909 INDIA

Evan Ellis reports Keiko Fujimori has been inaugurated as Peru's president, appointing a respected center-right cabinet focused on fiscal discipline and US alignment. However, she faces challenges from endemic insecurity, corruption, and significant Chinese investment. Meanwhile, the influence of Cuba remains a concern across Latin America, with accusations of espionage and interference in democratic processes. Díaz-Canel's regime is under pressure from the Trump administration, potentially facing coercive negotiations or military action. (5)1906 INDIA

Charles Burton and Gordon Chang discuss how trade tensions and rhetoric from the US have led to increased disdain among Canadians toward their neighbor. Burton discusses a poll showing Canadians view China more favorably than the US due to perceived economic threats from American tariffs. While the integrated North American market remains strong, Canadian provincial governments are reportedly restricting US alcohol sales. There are even suggestions that Canada should adopt "resistance" strategies similar to Ukraine. (4)1900 INDIA

Charles Burton and Gordon Chang note Xi Jinping broke tradition by skipping the 50th anniversary of the devastating Tangshan earthquake, sending a surrogate instead. Burton suggests this absence may signal political instability or paranoia regarding his domestic standing. The earthquake historically symbolizes a loss of the "mandate of heaven." Furthermore, vacancies on the Central Military Commission and the mysterious death of former Premier Li Keqiangindicate profound internal disarray and a lack of clear succession. (3)1945 TOKYO STATION POSTCARD

Rick Fisher and Gordon Chang discuss reports that China is transferring hundreds of advanced QW-12 and FN-16 man-portable air-defense systems (MANPADS) to Iran via Hong Kong intermediaries. Fisher warns this poses a significant threat to US aircraft in the Strait of Hormuz. Chang advocates for reimposing sanctions on Hong Kong. The transfer, which China denies, represents a major escalation and highlights China's ongoing role in arming US adversaries like North Korea and Pakistan. (2)1944 TOKYO STATION

Rebecca Grant and Gordon Chang report China is escalating provocations against the Philippines and Japan, including dangerous maneuvers near Second Thomas Shoal and firing missiles from submarines. Grant highlights the US Navy's preparedness to defend allies, noting a "red line" if Filipino sailors are killed. Despite China's permanent presence, the US maintains dominance through carrier strike groups and superior undersea warfare. The lack of operational officers on China's Central Military Commission suggests potential command risks. (1)1923 TOKYO QUAKE

SCHEDULE THE MAKING OF THE JOHN BATCHELOR SHOW, 7-28-26.1900 IDAHOLiz Peek reports the US economy remains robust, driven by strong consumer spending in rural areas like Connecticutand Lancaster County. Peek highlights rising small business and consumer confidence despite increasing gasoline prices. Attention shifts to new Federal Reserve Chairman Kevin Warsh, who may end "dot plot" forecasting. Warsh aims to be more "taciturn," forcing markets to rely on incoming data rather than Fed projections. (1)Liz Peek examines the Michigan Democratic Senate primary as a national test for the party's ideological direction. Moderate Haley Stevens faces Dr. Abdul El-Sayed, a candidate favored by the Democratic Socialists of America. Peek notes the "shocker" UAW endorsement of El-Sayed, highlighting a shift toward "woke" politics among union members in higher education. This race evaluates if a far-left candidate can win a statewide swing-state contest. (2)Thaddeus McCotter and Judy Dempsey discuss Ukraine's strike on an Iranian vessel in the Caspian Sea, which complicates global energy security for Europe. This inland sea is a vital source of non-Russian energy. Dempsey reports that Germany is carefully observing the implications of this new front. The strike underscores the deep military connection between Russia and Iran regarding equipment exchanges. Meanwhile, recent polls show seven out of ten Americans oppose the Iran war. (3)Thaddeus McCotter and Judy Dempsey turn to a deadly ramming attack at a Berlin parade that has put Chancellor Friedrich Merz on the defensive regarding his security credentials. The populist AfD party is exploiting the tragedy to criticize "uncontrolled immigration" ahead of crucial state elections. While Merz responded with calls for law and order, the incident underscores the difficulty police face in monitoring numerous terrorist suspects. The AfD utilizes these crises to offer simple solutions. (4)Mary Kissel notes diplomatic efforts with Iran currently involve "shuttling messages" through intermediaries like Omanand Qatar. Kissel argues that the Islamic Republic is a revolutionary regime with no interest in genuine strategic peace. The administration's lack of a cohesive strategy has led to declining public support for military action. Meanwhile, the Houthi threat in the Red Sea remains a dangerous Iranian-backed tool for disrupting international shipping. (5)Mary Kissel observes President Zelenskyy is receiving a warmer reception in Washington due to Ukraine's increasing military leverage. Innovative long-range drone strikes on Russian energy nodes have demonstrated Ukraine's utility to USstrategic interests. Unlike the situation with Iran, the US maintains active diplomatic channels in Moscow to discuss potential conflict resolutions. Kissel notes that influential voices on the right are beginning to shift their views on Ukraine. (6)Jonathan Schanzer reports the conflicts in Ukraine and the Middle East are merging as Russia, Iran, and Chinacoordinate their efforts. Schanzer notes that Ukraine's Caspian Sea strike has clarified this global partnership. The US is currently attempting to "keep a lid" on Israel to prevent a regional escalation. However, the US military faces a depletion of missile interceptors, making it difficult to sustain a long, high-intensity conflict. (7)Jonathan Schanzer discusses new UK–US talks focused on a maritime coalition to secure the Strait of Hormuz and Red Sea. Prime Minister Andy Burnham has an opportunity to reset the relationship with Donald Trump. The Iranian-backed Houthi threat remains a top concern for global oil analysts and regional powers like Egypt. Meanwhile, the US is signaling that Lebanon is "too big to fail" to counter Hezbollah's regional influence. (8)Gregory Copley reports the Trump administration has imposed tariffs on Australia, alleging "forced labor" practices—a claim Copley describes as spurious. This move antagonizes a loyal ally that has fought alongside the US for over a century. Consequently, Australia and Canada are beginning to lessen their strategic dependence on the US. Copley warns that such unilateral protectionism could weaken the long-term structure of the Western alliance. (9)Gregory Copley describes Cuba's total implosion as its infrastructure collapses and major blackouts occur. Copley describes a strategic failure in the Caribbean, where China has built significant influence over the last 20 years. The USmust decide whether to facilitate a rapid collapse or a managed transition of the regime. While the Cuban people suffer, the wealthy expatriate community remains ready to fund reconstruction. (10)Gregory Copley reports Xi Jinping faces significant internal opposition from Communist Party elders at the Beidaiheretreat. Despite his titles, Xi's operational power is waning as the Chinese economy evaporates and social unrest grows. A recent ballistic missile launch served as a show of strength before a state visit to the US. Copley notes that youth unemployment is high, and the PLA may eventually act independently. (11)Gregory Copley turns to the UK, where following the rise of Prime Minister Andy Burnham, the country faces political uncertainty as Labour struggles with a lack of growth. Copley highlights King Charles III's vital role as a unifying force, focusing on British national identity and values. While the Burnham government is viewed as sclerotic and ideological, the King remains an egalitarian figure. His efforts to preserve heritage, like Dumfries House, bolster his standing. (12)Joseph Sternberg criticizes Prime Minister Andy Burnham's economic policy as ineffective against the cost-of-living crisis. Sternberg argues that the UK is trapped by net-zero regulations that prevent the use of vast North Sea oil and gas reserves. Burnham finds it politically difficult to cut taxes or reverse climate policies despite potential economic benefits. This paralysis makes his government a target for future replacement. (13)Joseph Sternberg notes Chairman Kevin Warsh is moving the Federal Reserve toward a "taciturn" style, ending the practice of "forward guidance." This reform aims to prevent the Fed from becoming locked into policies that may become inappropriate as data shifts. Sternberg suggests that saying less may protect the Fed from political conflict with the White House over tariffs. Markets must now interpret raw data rather than Fed signals. (14)Thaddeus McCotter describes the Michigan Democratic Senate primary as a "civil war" between establishment candidate Haley Stevens and progressive Dr. Abdul El-Sayed. The candidates are sharply divided over AIPAC funding and support for Israel. Stevens is endorsed by high-profile figures like Gretchen Whitmer and Barack Obama. The result will indicate if the Democratic Socialists of America can succeed in a statewide race in a swing state. (15)Thaddeus McCotter notes Dr. Abdul El-Sayed denies being a socialist, claiming he merely wants to regulate "capitalism run amok." However, his platform includes radical proposals such as abolishing ICE. Haley Stevens frames him as a "celebrity candidate" and questions his appeal to women voters. McCotter notes that while the DSA lacks a ground model, identity politics may drive a high turnout among Michigan's large Muslim population. (16)Corrections applied throughout as directed: Thaddeus McCotter and Liz Peek.

STREAMING MAKING JBS, 7-28-261900 postcardshotel pontchartrainThe provided text details a discussion between radio host John Batchelor and former Congressman Thaddius McCotterregarding geopolitical tensions and a pivotal Democratic primary for a U.S. Senate seat in Michigan. Internationally, the dialogue highlights the escalating conflict in Ukraine and a specific Ukrainian strike on an Iranian vessel in the Caspian Sea, illustrating how regional wars are becoming global. Transitioning to domestic politics, the speakers analyze the internal struggle within the Democratic Party between establishment moderate Haley Stevens and progressive insurgent Abdul El-Sayed. This ideological "civil war" mirrors recent shifts in the Republican Party, with the candidates clashing over issues like AIPAC funding, capitalism, and the future of ICE. The conversation emphasizes that Michigan serves as a critical national bellwether, where the outcome of this primary will signal whether the Democratic establishment can hold its ground against the rising Democratic Socialists of America. Ultimately, the sources suggest that the state's political direction is instrumental in determining the broader trajectory of the Midwest and the next presidential election.

    Thaddeus McCotter notes Dr. Abdul El-Sayed denies being a socialist, claiming he merely wants to regulate "capitalism run amok." However, his platform includes radical proposals such as abolishing ICE. Haley Stevens frames him as a "celebrity candidate" and questions his appeal to women voters. McCotter notes that while the DSA lacks a ground model, identity politics may drive a high turnout among Michigan's large Muslim population. (16)1701

Thaddeus McCotter describes the Michigan Democratic Senate primary as a "civil war" between establishment candidate Haley Stevens and progressive Dr. Abdul El-Sayed. The candidates are sharply divided over AIPAC funding and support for Israel. Stevens is endorsed by high-profile figures like Gretchen Whitmer and Barack Obama. The result will indicate if the Democratic Socialists of America can succeed in a statewide race in a swing state. (15)1690

Joseph Sternberg notes Chairman Kevin Warsh is moving the Federal Reserve toward a "taciturn" style, ending the practice of "forward guidance." This reform aims to prevent the Fed from becoming locked into policies that may become inappropriate as data shifts. Sternberg suggests that saying less may protect the Fed from political conflict with the White House over tariffs. Markets must now interpret raw data rather than Fed signals. (14)1606

Joseph Sternberg criticizes Prime Minister Andy Burnham's economic policy as ineffective against the cost-of-living crisis. Sternberg argues that the UK is trapped by net-zero regulations that prevent the use of vast North Sea oil and gas reserves. Burnham finds it politically difficult to cut taxes or reverse climate policies despite potential economic benefits. This paralysis makes his government a target for future replacement. (13)1521

Gregory Copley turns to the UK, where following the rise of Prime Minister Andy Burnham, the country faces political uncertainty as Labour struggles with a lack of growth. Copley highlights King Charles III's vital role as a unifying force, focusing on British national identity and values. While the Burnham government is viewed as sclerotic and ideological, the King remains an egalitarian figure. His efforts to preserve heritage, like Dumfries House, bolster his standing. (12)1903

Gregory Copley reports Xi Jinping faces significant internal opposition from Communist Party elders at the Beidaiheretreat. Despite his titles, Xi's operational power is waning as the Chinese economy evaporates and social unrest grows. A recent ballistic missile launch served as a show of strength before a state visit to the US. Copley notes that youth unemployment is high, and the PLA may eventually act independently. (11)

Gregory Copley describes Cuba's total implosion as its infrastructure collapses and major blackouts occur. Copley describes a strategic failure in the Caribbean, where China has built significant influence over the last 20 years. The USmust decide whether to facilitate a rapid collapse or a managed transition of the regime. While the Cuban people suffer, the wealthy expatriate community remains ready to fund reconstruction. (10)1933

Gregory Copley reports the Trump administration has imposed tariffs on Australia, alleging "forced labor" practices—a claim Copley describes as spurious. This move antagonizes a loyal ally that has fought alongside the US for over a century. Consequently, Australia and Canada are beginning to lessen their strategic dependence on the US. Copley warns that such unilateral protectionism could weaken the long-term structure of the Western alliance. (9)1971 IRAN

Jonathan Schanzer discusses new UK–US talks focused on a maritime coalition to secure the Strait of Hormuz and Red Sea. Prime Minister Andy Burnham has an opportunity to reset the relationship with Donald Trump. The Iranian-backed Houthi threat remains a top concern for global oil analysts and regional powers like Egypt. Meanwhile, the US is signaling that Lebanon is "too big to fail" to counter Hezbollah's regional influence. (8)1920

Jonathan Schanzer reports the conflicts in Ukraine and the Middle East are merging as Russia, Iran, and Chinacoordinate their efforts. Schanzer notes that Ukraine's Caspian Sea strike has clarified this global partnership. The US is currently attempting to "keep a lid" on Israel to prevent a regional escalation. However, the US military faces a depletion of missile interceptors, making it difficult to sustain a long, high-intensity conflict. (7)

Mary Kissel observes President Zelenskyy is receiving a warmer reception in Washington due to Ukraine's increasing military leverage. Innovative long-range drone strikes on Russian energy nodes have demonstrated Ukraine's utility to USstrategic interests. Unlike the situation with Iran, the US maintains active diplomatic channels in Moscow to discuss potential conflict resolutions. Kissel notes that influential voices on the right are beginning to shift their views on Ukraine. (6)

Mary Kissel notes diplomatic efforts with Iran currently involve "shuttling messages" through intermediaries like Omanand Qatar. Kissel argues that the Islamic Republic is a revolutionary regime with no interest in genuine strategic peace. The administration's lack of a cohesive strategy has led to declining public support for military action. Meanwhile, the Houthi threat in the Red Sea remains a dangerous Iranian-backed tool for disrupting international shipping. (5)

Thaddeus McCotter and Judy Dempsey turn to a deadly ramming attack at a Berlin parade that has put Chancellor Friedrich Merz on the defensive regarding his security credentials. The populist AfD party is exploiting the tragedy to criticize "uncontrolled immigration" ahead of crucial state elections. While Merz responded with calls for law and order, the incident underscores the difficulty police face in monitoring numerous terrorist suspects. The AfD utilizes these crises to offer simple solutions. (4)1903

Thaddeus McCotter and Judy Dempsey discuss Ukraine's strike on an Iranian vessel in the Caspian Sea, which complicates global energy security for Europe. This inland sea is a vital source of non-Russian energy. Dempsey reports that Germany is carefully observing the implications of this new front. The strike underscores the deep military connection between Russia and Iran regarding equipment exchanges. Meanwhile, recent polls show seven out of ten Americans oppose the Iran war. (3)1903

Liz Peek examines the Michigan Democratic Senate primary as a national test for the party's ideological direction. Moderate Haley Stevens faces Dr. Abdul El-Sayed, a candidate favored by the Democratic Socialists of America. Peek notes the "shocker" UAW endorsement of El-Sayed, highlighting a shift toward "woke" politics among union members in higher education. This race evaluates if a far-left candidate can win a statewide swing-state contest. (2)1903 PE®SIA