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After a two-week availability period, the Midrats Podcast is back!SummaryIn this episode, we explore current geopolitical tensions, military readiness, and strategic challenges facing the US and its allies, emphasizing the importance of preparedness and international cooperation.Show LinksRussian restrictions on Estonia's bordersCurfew on Russia's Border with Estonia, Holger Roonemaa on SubstackGreat Circle ballistic arcs over GreenlandSix Days of War: June 1967 and the Making of the Modern Middle East, by Michael B. OrenOperation Red Sea RegattaShipfinder Hormuz TrackerHormuz Strait MonitorStrait of TiranItaly tires of EU military bureaucracy with Operation AspidesDepartment of War IG report on Operation Epic FuryUkrainian FP-7 Pelican SRBMUSAF Ponders Restart of C-17 line, Joseph Trevithick in TWZDeadly escalation in Black Sea attacks prompts fears of even higher food prices, Joanna Partridge in The GuardianThe US air force admitted to deploying weapons in space. Don't expect the White House to explain why, Richard Luscombe in The GuardianKey TopicsRussian border curfews and testing NATO responsesGray zone operations in Europe and suspected incidentsThe importance of naval power and the Strait of HormuzUS energy independence and refinery capacity issuesThe strategic significance of Greenland and the ArcticSpace dominance and the importance of cislunar spaceEuropean NATO capabilities and weapon shortagesThe role of alliances and international cooperation in securityTakeawaysRussian testing of border restrictions signals potential for future escalationEuropean nations are underprepared for modern missile threatsUS needs to rebuild and modernize its heavy airlift capabilitiesGreenland's strategic importance is increasing and must be securedControl of key maritime choke points is critical for global securitySpace dominance is essential for future military and economic powerEuropean navies lack sufficient missile defense capabilitiesEnergy infrastructure vulnerabilities pose national security risksChapters00:00: Introduction to Geopolitical Tensions and NATO02:04: Russian Border Curfews and Testing NATO Responses03:55: European Operations and Weapon Shortages06:09: The Strategic Importance of Greenland and the Arctic10:01: Energy Security and Oil Refinery Capacity15:10: Straits of Hormuz and Global Oil Transit22:02: Black Sea, Yemen, and Middle East Tensions30:00: Naval Power and the US Surface Fleet36:06: European Naval Capabilities and Weapon Shortages45:11: Space Power, Cislunar Space, and Future Threats59:47: International Alliances and Strategic Cooperation01:05:02: Conclusion: Preparing for a Dangerous World
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Will Book II never end? Will Jason ever stop giving Bobby Bringdown, Milton Melancholy kinds of speeches? What kind of a hero, we ask you, has to be dragged by his crew, with great reluctance, toward his heroic destination? And, does successful storytelling jerk the reader endlessly from peak to trough in terms of the characters' emotional registry? Tune in this week as Jeff and Dave seek to answer these questions and tie up some loose ends from the second quarter of Apollonius' epic effort. As always in this tale, the shadow of Heracles falls wide across the landscape. As Jason and crew come near the Acherusian Cape along the Black Sea coast, famous entrance to the underworld, King Lycus welcomes them with extra xenia. He's glad that the bully Amycus has been defeated, along with the rowdy Bebrycians. But such a warm reception soon grows cold when crew members Idmon and Tiphys meet a quick demise. Cave aprum, O Idmon! So now Lycus must share in the mourning as Colchis finally rolls into view.
Join Dennis Voznesenski, Director, Sustainable and Agricultural Economist at Commonwealth Bank, for this week's Agri Commodity Update — where larger global crops, Black Sea export constraints and surging oil-markets collide with Australian farmgate prices. This week, Dennis unpacks why global wheat prices softened as USDA lifted production and stocks, why Australian APW1 prices fell despite Russian and Ukrainian exports remaining sharply constrained, and how favourable WA and southern crop conditions contrast with increasing dryness risk in northern NSW and QLD. He also breaks down canola's decline as larger global supply outweighed stronger crude oil and import demand, before turning to cattle markets where higher yardings and dry northern conditions are weighing on young cattle, but tight US beef supply remains supportive for processor cows. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au. No Reliance This podcast is not investment research and nor does it purport to make any recommendations. Rather, this podcast is for informational purposes only and is not to be relied upon for any investment purposes. This podcast does not take into account your objectives, financial situation or needs. It is not to be construed as a solicitation or an offer to buy or sell any securities or other financial products, or as a recommendation, and/or investment advice. You should not act on the information in this podcast. The Bank believes that the information in this podcast is correct and any opinions, conclusions or recommendations made are reasonably held at the time given, and are based on the information available at the time of its compilation. No representation or warranty, either expressed or implied, is made or provided as to accuracy, reliability or completeness of any statement made. Liability Disclaimer The Bank does not accept any liability for any loss or damage arising out of any error or omission in or from the information provided or arising out of the use of all or part of the podcast. Usage of Artificial Intelligence To enhance efficiency, GEMR may use the Bank approved artificial intelligence (AI) tools to assist in preparing content for this podcast. These tools are used solely for drafting and structuring purposes and do not replace human judgment or oversight. All final content is reviewed and approved by GEMR analysts for accuracy and independence.
Blending into the soot and machinery of an unforgiving world, two castaways search for a way to disappear into the city below.Music by: Alphaxone and Sabled Sun. Used with permission by Cryo Chamber. We have also used the Coriolis soundtrack by Stars on a Black Sea.Our Champions of the Red Moon: Martin Heuschober, Simon Cooper, Julia, Bob de Lange, Cameron, Doug Thomson, Lily, Maciej, Black Templar, Dennis Sadecki, Leonhardt, Brit, Nikola, Tom Padget and Rasmus Liljeholm.Web: https://www.redmoonroleplaying.comiTunes: http://apple.co/2wTNqHxAndroid: https://www.subscribeonandroid.com/feeds.simplecast.com/oYuoCFr6Youtube: https://www.youtube.com/RedMoonRoleplayingSpotify: https://spoti.fi/30iFmznRSS: http://www.redmoonroleplaying.com/podcast?format=rssPatreon: https://www.patreon.com/RedMoonRoleplaying
Turkish President Recep Tayyip Erdogan is signalling a move to expand nuclear power cooperation with Russia, just as his country's first Russian-built nuclear station prepares to go live later this year. The deepening partnership is likely to unsettle Turkey's western allies. On the sidelines of a recent gathering of regional leaders in Kyrgyzstan, Erdogan told his Russian counterpart, Vladimir Putin, that Russia and Turkey “will take steps together to open some new power plants, along with the opening of the Akkuyu nuclear power plant”. The Akkuyu nuclear power plant, built by Russia's state nuclear company Rosatom on Turkey's Mediterranean coast, is due to go online later this year. Erdogan's announcement comes amid strained ties with Russia, as the Turkish leader has deepened relations with United States President Donald Trump. Ozgur Unluhisarcikli, head of the Ankara office of US think tank the German Marshall Fund, describes Erdogan's move as a “gesture” to Putin. “Although Turkey is competing with Russia geopolitically, and although Turkey is firmly anchored in NATO and is improving its relationship with the United States, it does not intend to sever all ties with Russia,” Unluhisarcikli explained. “Indeed, Turkey sees the Turkey-Russia relationship as a long-term strategic one. And this is, by the way, consistent with Turkey's balancing act.” Trump tests Turkey's energy dependence on Russia with lure of US power Nuclear lifeline For Ankara, nuclear energy promises to help it break free from its heavy reliance on imported power. Once operational, the Akkuyu plant in southern Turkey will supply as much as 10 percent of the country's electricity. Rosatom owns the Akkuyu power plant and will recoup the estimated €21.5 billion construction costs by selling electricity to Turkey, generating annual income of around €2-3 billion. Such income could be a vital tool for Moscow to mitigate tightening sanctions by both the European Union and the United States. “The Akkuyu nuclear power plant allows Russia to build itself various state-to-state payment channels to store liquidity in Turkish banks without necessarily interfering with any sanctions regulations,” according to George Voloshin of Acams, a global organisation dedicated to anti-financial crime, training and education. Voloshin believes that, given the project's 60- to 80-year lifespan, Turkey's commitment to Russian nuclear power will shape bilateral ties for the long term, with consequences. “It will be a source of scrutiny from western partners of Turkey. At the same time, nuclear energy has been so far shielded from any sanctions, so for Russia it is clearly a kind of lifeline,” he said. Turkey seeks Black Sea shipping deal as attacks threaten grain trade Since Russia's invasion of Ukraine, Ankara has maintained that it is not bound by EU or US sanctions on Moscow. Yet behind the scenes, it has quietly followed many restrictions and secured crucial waivers, especially for Russian gas. By leveraging its pivotal location near Syria and Iran, Ankara has walked a diplomatic tightrope between its western partners and Moscow. However, deepening nuclear cooperation with Russia threatens to complicate the already difficult balancing act. “It would reinforce the already existing distrust between Turkey and Europe and Turkey and the United States,” warned Unluhisarcikli. “But at the same time, Turkey is in talks with other countries, the United States and South Korea. These are the main two competitors for Russia.” Mutual dependency Turkey's dependence on Russian fossil fuels has stirred unease at home, and the idea of doubling down with Russian nuclear energy only heightens the sense of anxiety. “It is a dilemma,” Unluhisarcikli conceded. Yet with Russia willing to shoulder the hefty construction costs, cash-strapped Ankara has a strong incentive to continue the partnership. Russia expert Zaur Gasimov of Istanbul's Turkish-German University points out that more than a decade of joint investment makes it tough for Turkey to turn to alternative suppliers. "It's quite a profound project,” said Gasimov, “Russia conducts the training of Turkish specialists in the field of nuclear energy, which started 15 years ago. We now have three or four waves of Turkish engineers who stayed for longer periods in Russia; they learn the Russian language for two years, and you have an infrastructure of specialists.” However, Gasimov stresses that, given the scale of investment by both sides, it has created an important mutual dependency. “Its importance makes the two sides, somehow, at the end, interested in preserving a certain level of the relationship,” he said. This shared reliance might help keep Turkish-Russian rivalries in check, from North Africa to the Middle East, the Caucasus and the Black Sea. Yet any step toward deeper nuclear cooperation is bound to invite sharper scrutiny and rising suspicion from Ankara's western allies.
In this episode of The President's Daily Brief:• Reuters reveals how Iran has used a billion-dollar barter-like system with China to turn sanctioned oil revenues into Chinese goods, including military equipment, while avoiding normal international banking channels.• British, Norwegian and American forces disrupted a secret Russian submarine operation reportedly aimed at threatening NATO's undersea infrastructure.• Ukrainian drones are striking Russia from the Arctic to the Black Sea, targeting key gas infrastructure and hitting the resort city of Sochi.• The long-running U.S. criminal case against Huawei has finally reached trial, with federal prosecutors accusing the Chinese tech giant of stealing American technology and operating as a criminal enterprise.To listen to the show ad-free, become a premium member of The President's Daily Brief by visiting https://PDBPremium.com.Please remember to subscribe if you enjoyed this episode of The President's Daily Brief. YouTube: youtube.com/@presidentsdailybriefMUD/WTR: Start your new morning ritual & get up to 43% off your @MUDWTR with code PDB at https://mudwtr.com/PDB#mudwtrpodRidge Wallet: One thing to pack, five ways to power! Get 10% Off @Ridge with code PDB at https://www.Ridge.com/PDB#Ridgepod
Sep 11, 2026 – The front lines may be frozen, but the economic fallout is widening. Adriano Bosoni, RANE's director of geopolitical analysis, examines how deep strikes, strained air defenses and Black Sea shipping disruptions are reshaping...
BEEF We are in a post-Labor Day declining market. The exception is no one seems to have told strip loins and ribeyes. Pretty much everything in the beef complex is moving lower for next week, except ribeyes and strip loins. Demand is holding both items from moving lower. Even tenderloins are moving down for next week. Grinds down, rounds down, chucks down. I think this should continue to the end of the month, but better values are here. Production dropped last week to 526K head, down from 542K the prior week. This week being a holiday short week will most likely finish below 500K. Even with declining prices, inventories continue to be very tight. I'd stay ahead my needs, but better prices will continue to move this market a bit lower. POULTRY Chicken production was actually below last year for this past week. I've not seen that in a long while. Overall, we are still about 2% ahead of last year but expect that to shrink heading into fall. For next week, wings are getting some push from strong demand, still a good value, but they are moving higher. Boneless skinless randoms and tenderloins steady for another week. On the avian flu front, 4 new cases affecting 72K birds. As the weather begins to cool, we will most likely see these cases increase. GRAINS Grains are holding onto all their gains from the last couple weeks. Corn continues strong; today's close $5.36/bushel. The 2026 corn harvest has begun, only 5% complete so far, quality rating is at a crop low 56%, rated good to excellent. Still, plenty of corn to sell. Soy is holding steady with last week; the pricing is volatile based on tensions in the Middle Est and oil pricing. Wheat continues to be affected by Black Sea hostilities as Ukraine and Russia are both attacking shipping infrastructure, making shipments hazardous. Don't expect much relief on grains right now. PORK Bellies bounced around this week before declining again, down $1 from last week. Today's close was $121. This is about where I expect we will be for the next few weeks. Butts are tight but pricing is steady, ribs are actually down a few pennies, and pork loins continue to be a great protein value. DAIRY Another rather quiet week in dairy markets, still with a tilt downward. As of Thursday's CME close, barrel is down 3, block down 1, and butter down another 4. I don't see anything coming to push this market higher. Savalfoods.com | Find us on Social Media: Instagram, Facebook, YouTube, Twitter, LinkedIn
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Wheat prices are climbing as drought concerns grow, global crop losses mount, and Black Sea tensions continue to disrupt grain markets. SF Daily host Lorrie Boyer breaks down the latest market moves, policy developments, weather threats, and livestock trends heading into Friday's USDA WASDE report.
P.M. Edition for Sept. 8. OpenAI says it's cracked the Navier-Stokes problem, one of the seven Millennium Prize Problems that are the deepest and most difficult unresolved questions in mathematics. WSJ Science of Success columnist Ben Cohen explains why labs like OpenAI are competing—and spending millions—for such breakthroughs. Plus, a dozen nations are imposing new trade restrictions on Israel over the expansion of settlements in the West Bank. And Smithsonian Secretary Lonnie Bunch III, the first African-American and the first historian to lead the institution, is stepping down after more than a year of tension with President Trump. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
U.S. grain and cattle markets are starting the week with plenty to watch, from drought concerns and global crop losses to tightening cattle supplies. On SF Daily, host Lorrie Boyer breaks down the latest market moves and the USDA data traders are watching ahead of Friday's WASDE report.
//The Wire//2300Z September 7, 2026// //ROUTINE// //BLUF: UNITED STATES ANNOUNCES EYE-FOR-AN-EYE TARGETING STRATEGY OF MERCHANT SHIPPING IN THE MIDDLE EAST. UKRAINE CONTINUES TARGETING OF MERCHANT SHIPPING IN MEDITERRANEAN SEA. PLANE CRASH OBSERVED AT MIAMI AIRPORT, MULTIPLE FATALITIES REPORTED.// -----BEGIN TEARLINE----- -International Events-Middle East: Over the weekend, the general situation remained as before. This morning, Iranian forces reportedly launched two cruise missiles toward a merchant vessel in the Strait of Hormuz, with unknown success. Otherwise, CENTCOM announced that the M/T KYLO has sunk at undisclosed coordinates in the Gulf of Oman. In Saudi Arabia, Houthi attacks from this morning targeted the Jazan Refinery once again, with locals observing large smoke plumes in the vicinity of the facility.Analyst Comment: Jazan had just come back online after making repairs due to the latest round of Houthi strikes. Less than a week after the refinery was due to come back online, the Houthis hit it again.Lebanon: Israeli attacks have intensified with a new series of attacks being reported over the weekend. Significant bombing runs were reported throughout Nabatiyeh, mostly focusing on striking residential structures in the town of Kfar Rumman.Mediterranean: Overnight Ukrainian forces targeted a Russian cargo ship off the coast of Crete. The M/V LADY MARIIA was struck by Ukrainian drones while reportedly carrying a cargo of Iranian weapons, which Iran was allegedly attempting to export to Russia.-HomeFront-Florida: Yesterday evening a plane crash was reported at Miami International Airport, after a cargo aircraft overran the runway. Prime Air Flight 7598 (an Amazon cargo plane) made a rough landing on Runway 30, touching down farther down the runway than usual. The aircraft also possibly had issues with their left landing gear, as indicated by video evidence of the landing. The aircraft failed to stop in the allotted distance, and either overran or missed the Engineered Materials Arresting System (EMAS). Once off the runway, the aircraft skidded across NW 67th Avenue, striking multiple vehicles that were on the road. A total of 5x fatalities were reported, and several others wounded.-----END TEARLINE-----Analyst Comments: Following the intensification of airstrikes on commercial shipping over the weekend, the United States has altered the Commander's Intent with regards to the American targeting of commercial shipping. Per Secretary of War Hegseth, the United States will target Iranian noncombatant civilian ships for every attempt by Iran to strike an American warship.In terms of targeting doctrine, conducting kinetic strikes on civilian ships can be interpreted in several ways. Kinetically targeting a ship so as to disable it's movement due to noncompliance with boarding procedures in one's own territorial waters is normally considered acceptable under current international maritime norms. However, verbally stating that random noncombatants will be sunk for no other purpose than for revenge, is generally not in keeping with the Department of Defense Law of War Manual, which states on page 200 that "Combatants may make military objectives the object of attack, but may not direct attacks against civilians, civilian objects, or other protected persons and objects."The deliberate targeting of random civilian ships purely for reasons of revenge/reprisal and NOT for reasons of self-defense or due to Hostile Intent or Hostile Action, is a new milestone, and the public statements by Admiral Brad Cooper and SECWAR Hegseth don't leave much room for interpretation. Regardless of how anyone spins it, in every wartime publication that has been written thus far, this conflict has now transitioned into a state of Unrestricted Warfare, and the follow-on effects of this will probably result in very bad things happening in the very near future, as it becomes common to blur the lines between civilians and military targets.From Ukraine and Russia striking civilian ships in the Black Sea, to Iran and the United States striking civilian ships in the Middle East...in many cases civilians are no longer protected by the general norms of what it means to be a noncombatant. Of course, Iran has been striking civilian merchants this entire war, so this new policy from the Pentagon does not excuse their behavior. But, the overall impact of the United States engaging in an eye-for-an-eye targeting doctrine is going to be made worse, because Iran has already stated that they will be retaliating in kind.Reflecting back on what prompted this new targeting milestone, the theories have been circulating for a few days. Over the weekend however, both the Iranian government and CENTCOM have added some context for why the United States struck the three tankers on Friday. Cutting through the narratives on both sides, the most likely explanation is that the Iranians conducted a live-fire operational test of a new missile...and it got way too close for comfort for the U.S. Navy. CENTCOM confirmed that the USS GEORGE WASHINGTON (CVN 73) had to take evasive action to avoid the missile, which is a startling admission that is not normally disclosed publicly, as it is a major indicator that the missile penetrated the Aegis missile defense screen, and possibly entered the aircraft carrier's Terminal Defense Zone...which means it got really close. The missile that was tested has not been named by official sources, but the most likely candidate is the Qasem Basir Anti-Ship Ballistic Missile (ASBM), which was unveiled in March of last year. As to whether or not the Iranians were engaging in "testing" as they claim, or if that "test" was also intended to actually target the Washington, that would be something only confirmable with the radar track of the projectile itself. Regardless of what the intent was, this effort (and the American retaliation) will keep escalating the war at a time when the energy crisis is reaching new heights.Analyst: S2A1 Research: https://publish.obsidian.md/s2underground NomadNet: 5fa68c88be727a0e1a250a75e5e79269 Disclaimer: No LLMs were used in the writing of this report. //END REPORT//
Ambushed and betrayed upon arrival, Carlo and Pig narrowly blast their way off their captured ship, crash-landing into the harsh, windswept plains of Sadaal as hunted outlaws.Music by: Alphaxone and Sabled Sun. Used with permission by Cryo Chamber. We have also used the Coriolis soundtrack by Stars on a Black Sea.Our Champions of the Red Moon: Martin Heuschober, Simon Cooper, Julia, Bob de Lange, Cameron, Doug Thomson, Lily, Maciej, Black Templar, Dennis Sadecki, Leonhardt, Brit, Nikola, Tom Padget and Rasmus Liljeholm.Web: https://www.redmoonroleplaying.comiTunes: http://apple.co/2wTNqHxAndroid: https://www.subscribeonandroid.com/feeds.simplecast.com/oYuoCFr6Youtube: https://www.youtube.com/RedMoonRoleplayingSpotify: https://spoti.fi/30iFmznRSS: http://www.redmoonroleplaying.com/podcast?format=rssPatreon: https://www.patreon.com/RedMoonRoleplaying
https://19-minutes.supercast.comCorn and soybean prices have rallied, but how much more should farmers expect before making another sale? Shay Foulk and Alex Londerville with Cargill discuss the opportunities in $5 cash corn, $13 soybean futures, and pricing next year's crop before this year's harvest gets rolling.With December 2026 and December 2027 corn futures both near $5.36 at Friday's close, the conversation looks beyond harvest sales to opportunities for protecting future margins. They also discuss what could challenge the rally as USDA's September WASDE approaches and more grain starts moving.Topics include:Black Sea disruptions, European crop concerns, and late-season heatCorn yield expectations and what to watch in the September WASDEFund positioning and who could provide the next round of buyingExport demand, China, and soybean crushEvaluating earlier sales using the costs and margins you knew at the timeGetting storage, trucking, and grain-buyer conversations lined up before harvestA profitable sale can still be a good decision even when the market moves higher afterward. Shay and Alex discuss how to keep that perspective while planning the next sale.#CornPrices #Soybeans #GrainMarketing
This episode of the Lloyd's List podcast is brought to you by Veson. To find out more visit www.veson.com FIFTEEN years ago, Somali piracy was one of the biggest stories in mainstream news, not just shipping. That may be hard to fathom today, with threats stretching from the Gulf and Red Sea to the Black Sea, which has become one of the most dangerous places in the world for seafarers in recent weeks. Yet between 2010 and 2012, Somali pirates hijacked almost 100 vessels, according to the International Maritime Bureau. By 2013, that number had fallen to zero and remained there through 2016. In fact, just two major commercial vessels were hijacked between 2013 and 2023. What was once the biggest risk to commercial shipping was successfully repelled through international cooperation, but in recent months there is evidence to suggest that Somali piracy is once again on the rise. Six commercial vessels have been hijacked since the start of 2026, including sanctioned Sibu 1 which was hijacked in late August. Rather chillingly, the crew changed its location on its automatic identification system to “pirates onboard help”. The increase in attacks is concerning, but suspicious approaches and occasional hijackings have occurred periodically over the past few years. Many were viewed as isolated incidents, often attributed to a single pirate group acquiring a mothership and exploiting an opportunity. Is this a proper resurgence? Is Somali piracy really back? Joining Joshua on the podcast this week are: Vice Admiral Ignacio Villanueva Serrano, Eunavfor Operation Atalanta Jakob Larsen, chief safety and security officer, Bimco
Leaders from United Producers Inc. talk about what they are seeing firsthand in the cattle market, and maybe more importantly, what producers should be thinking about as conditions continue to change amid recent packing plant closures, changing cattle prices, and new uncertainty in the beef market. Plus, the grain markets are being pulled in several different directions right now, from the latest USDA supply and demand numbers and the results of the Pro Farmer crop tour to growing uncertainty in the Black Sea region. On this Ohio Ag Net Podcast, powered by Ohio Corn and Wheat, Mike Zuzolo with Global Commodity Analytics breaks down what these developments could mean for corn, soybeans and wheat prices in the weeks ahead.
Turkey is racing to restore safe passage for cargo ships in the Black Sea as attacks on shipping disrupt grain exports and push up prices. Russia and Ukraine are major global wheat exporters, but Black Sea trade has been severely disrupted as both sides step up attacks on shipping and port infrastructure. Turkish Foreign Minister Hakan Fidan announced this week that Turkey was working on a plan to ensure safe passage in the Black Sea for commercial shipping and said he was in touch with both Ukraine and Russia. Turkish President Recep Tayyip Erdogan confirmed that he raised the issue with his Russian counterpart, Vladimir Putin, on the sidelines of a gathering of regional leaders in Kyrgyzstan. The Turkish move comes as Ukraine and Russia have ramped up their attacks on shipping and ports in and around the Black Sea. In 2022, Turkey and the United Nations brokered a deal between Ukraine and Russia to ensure safe passage for Ukrainian grain exports through the Black Sea. The agreement lasted a year. While Turkey has maintained good ties with both sides, reaching another agreement will be much harder, warned international relations professor Huseyin Bagci of Ankara's Middle East Technical University. “The tension is increasing more than ever before,” Bagci said. “It's not enough to have good relations, because the two sides – the Ukrainians and Russians – should sit down and talk about a common solution to this problem. Turkey cannot solve this problem alone.” What the SDF's dissolution means for Syria's Kurds and neighbouring Turkey Growing attacks In August Ukraine offered a ceasefire on commercial shipping, but the offer was rejected by Moscow, which said it wanted a broader deal. Ukrainian drones continue to strike Russian shipping, while Russia has continued missile attacks on Ukrainian ports and ships. This surge in attacks comes as both nations rush to export their grain harvests. Grain prices have risen sharply, by as much as 30 percent, international grain broker Can Atbasoglu said, even as both sides scramble to find new routes for their exports. “Russia will do their best to export as much as they can, both from Russian Baltic ports and EU Baltic ports like Latvia and Lithuania; they're also exporting,” Atbasoglu said. “Ukraine will also export as much as they can from Romania as well and through the Danube ports. But the export pace will be definitely lower. So it will definitely stay bullish for the markets. Prices are definitely going to stay like this or can have a further increase.” Fears of wheat price surge amid Ukraine-Russia clashes in the Black Sea Ships staying put At one of Istanbul's many shipyards, the docks are crowded with ships that once braved the Black Sea. One vessel bears the scars of a drone attack and is under repair. Others undergo routine maintenance as shipowners hesitate to risk new journeys into dangerous waters. The superintendent of one ship, speaking anonymously, says repairs are nearly finished, but uncertainty clouds the future. “We wanted to take the ship out to the Black Sea before entering the shipyard, but because of that risk, we didn't enter the Black Sea and didn't take on any cargo. We've been in the shipyard for 50 days for repairs, but we don't know what will happen once the repairs are finished,” the superintendent said. Turkish shipowners warn that many are on the brink of bankruptcy, as idle ships rack up costs of up to 50,000 euros a month in mooring and crew expenses. Ziya Ustel, CEO of Turkish shipping company VI-ZA STAR, says high freight rates are being offered for Black Sea routes, but the risks are too great. “They are offering high freight rates, etc,” Ustel said. Without a diplomatic solution, few shipowners will be prepared to risk their vessels, Ustel warned. “The main thing is to find out a real solution,” Ustel added. “Otherwise, no one will try anything anymore.” Turkish diplomacy Ankara is expected to step up its efforts to find a solution. Grain brokers say hopes of a diplomatic breakthrough may be one reason prices have so far remained below the record highs seen at the start of the war. But if Turkish efforts fail and attacks on Black Sea shipping continue, higher grain prices could have a considerable impact, especially on the world's poorest nations, many of which depend on Russian and Ukrainian grain.
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Grains open sharply lower on Black Sea export hopes, but regain much of the losses; solid export sales; Southern Hemisphere wheat prospects look good so far; cattle futures higher; cash steady; boxed beef lower; cash feeders mixed.
The September 4, 2026, edition of the *Closing Market Report*, hosted by Todd Gleason on Illinois Public Media, reviews commodity market movements, agricultural news, and regional weather patterns heading into the Labor Day weekend. Mike Zuzolo of Global Commodity Analytics discusses softer corn, soybean, and wheat trade amid an accelerating early Midwest harvest, while evaluating upcoming USDA crop production estimates, geopolitical developments in the Black Sea and Middle East, and potential volatility surrounding U.S.-China relations. In agricultural news, Gleason covers the 2026 National Cover Crop Report showing expanded acreage among growers, followed by USDA research entomologist Alex Arp detailing "Novafly"—a new genetic strain engineered to eliminate female embryos and optimize sterile male production for New World screwworm eradication. Concluding the broadcast, Nutrien Ag Solutions meteorologist Eric Snodgrass outlines persistent late-summer heat and drought stress across the Corn Belt and Western United States, sluggish Atlantic hurricane activity linked to El Niño, and irregular rainfall patterns threatening early soybean planting across South America's Center West.00:56 Ag Markets with Mike Zuzolo, Global Commodity Analytics08:38 WILLAg News | Cover Crop Usage Up & a New Way to Control NWS11:34 Ag Weather with Eric Snodgrass, Nutrien Ag Solutions ★ Support this podcast ★
BEEF Last week imports of live cattle from Mexico resumed from one port of entry in Arizona. That was “paused” on Tuesday this week for equipment malfunctions. Everyone involved emphasized this is not an animal issue but an equipment issue. They expect to reopen in three days. A second crossing is scheduled to open in New Mexico in three weeks. We are heading to Labor Day weekend. I've been saying for weeks we need to get past Labor Day, and this market will see a good market correction lower. I do think we are on schedule to see that happen. Live cattle prices are moving lower; production continues to be tight, 542K head harvested last week, up from 523K the week prior. With next week being a holiday shortened week this slight uptick will hopefully keep sufficient inventory in the pipeline. We will see declines in rounds and chucks; middle meats seem to be holding out for another week or so, but I do expect them to come off current highs as well. Demand for ground beef continues to keep pricing up; we may see relief on ground beef in the next few weeks but right now, not in the cards. I'd stay ahead of my needs, but know better pricing is on the way. POULTRY We've been seeing a gradual slowdown in chicken production over the last few weeks and that trend is continuing. From running a solid 2% over last year to now we are running almost even. I expect we will see this continue; I don't expect to reduce further but I do think we'll see this market tighten a bit. For next week coming out of a holiday weekend, boneless skinless randoms and tenders are holding steady another week while wings are down a few pennies. Looking at Avian flu, three new cases affecting 74K turkeys. GRAINS We've been in this bear market for grains it seems like years, but things are getting interesting. Corn closed at $5.40/bushel up from last week's $5.31 close. This year's crop estimation is down 4% from last year at 178.7 bushels per acre at 15.8 billion bushels, while soybeans are up to $12.58/bushel and a 2026 crop estimated 7% below last year, 4.5 billion bushels. With demand for biofuels pushing all this higher and international unrest, I do think we'll see these grain markets continue higher. Wheat is in the same condition with Black Sea exports slowed by shipping terminals being damaged in fighting. I do think this trend will continue. PORK Did everyone hear that crash today? Today's pork market close has bellies down $32.13 closing at $121.85. Last week's close was $148.48. This should continue, though my target for this market was $120. I may have to modify that lower, we'll see. The ribs and loins are holding steady. Butts are seeing strong demand but not much price movement. DAIRY A fairly quiet week on the CME. Through Thursday's close all categories were down a bit; barrel down 3, block is down 3 as well, while butter is down 4. I don't see much to push this market higher. Savalfoods.com | Find us on Social Media: Instagram, Facebook, YouTube, Twitter, LinkedIn
CAPTION: 1955.CONTENTS THE JOHN BATCHELOR SHOW, 9-2-2026Saudi Arabia Seeks Nuclear EnrichmentAndrea Stricker discusses the Trump administration's submission of a Section 123 nuclear cooperation agreement with Saudi Arabia to Congress. This agreement could grant Saudi Arabia dual-use uranium enrichment and plutonium reprocessing capabilities, potentially enabling nuclear weapon development. A major concern is Saudi Arabia's refusal to sign the IAEA's Additional Protocol, which permits inspections of undeclared nuclear sites. Although Congress has 90 days to review and potentially block the accord, overcoming a presidential veto would require an unlikely two-thirds majority. Stricker notes the administration's claims about Chinese and Russian competition lack evidence. (1)China Rejects Global Trade ConsensusKamran Bokhari and Gordon Chang discuss China's refusal to sign a G20 finance ministers' consensus document, objecting to language targeting non-market policies that cause trade imbalances. Chang attributes this defiance to Xi Jinping's arrogance and belief in US decline. Bokhari explains that China is posturing ahead of a summit with Trump, utilizing command capitalism to flood global markets. Bokhari highlights a shifting security architecture in Asia, including Tokyo deploying fighter jets to India and Jakarta arming itself, driven by expectations of US retrenchment. Additionally, Xi Jinping maintains absolute control domestically through extensive military purges while building ties with Egypt. (2)Steve Yates Warns Of ConflictSteve Yates and Gordon Chang address China's refusal to sign the G20 finance ministers' statement, which criticized "non-market" policies. Yates views this as an honest admission that Beijing has no intention of conforming to international trade standards. He praises Treasury Secretary Bessent for maintaining a firm stance alongside allies. Anticipating the September 24th summit between Trump and Xi Jinping, Yates notes that Washington has delayed a $14 billion arms sale to Taiwan to preserve positive "mood music." Finally, Yates warns of the "CRINK" axis—comprising China, Russia, Iran, and North Korea—collaborating on military supply chains and conflicts. (3)Global Energy And Food CrisisMichael Bernstam outlines a compounding global energy and food crisis. Tensions between the US and Iran have halted critical oil shipments through the Strait of Hormuz, driving Brent crude prices up. Meanwhile, European winter natural gas prices have tripled due to storages being filled only to 62%. High gas prices also restrict fertilizer production, which, coupled with Black Sea port bombings by Russia and Ukraine, has caused a spike in global grain prices. Finally, despite US interest in Venezuelan heavy crude to produce diesel, decades of local mismanagement limit production. (4)Young Conservatives Embrace Nixon MaxingRyan Bangert explores the Gen Z trend of "Nixon maxing," where young conservatives view Richard Nixon as a heroic avatar resisting 1970s extremism. Bangert argues this aesthetic misinterprets Nixon as a revolutionary. In reality, Nixon was a counterrevolutionary who sought to preserve and revitalize established institutions based on the values of the American founding. Contrastingly, Bangert highlights the philosophical division between the destructive, post-Christian French Revolution and the enduring American Revolution. Ultimately, he urges young conservatives to appreciate Nixon's true legacy: conserving institutional checks and balances to temper flawed human nature. (5)Treasury Targets Iranian Sanctions EvasionMax Maizlish explains how the Treasury Department's FinCEN is penalizing five branches of an Egyptian bank in Dubai to curb illicit financial flows. FinCEN identified $1.8 billion in suspicious transactions linked to the Iranianregime. To effectively dismantle Iran's financial network, Maizlish argues the US must target Chinese institutions, as China purchases over 90% of Iran's crude oil. Specifically, he advocates for blacklisting the Bank of Kunlun—a state-owned Chinese entity heavily involved in Iranian sanctions evasion. Maizlish asserts that CNPC officials are fully aware of these illicit transactions, making decisive sanctions necessary. (6)El Niño Defies Weather ForecastsJeremy Zakis reports on the unpredictable impacts of the current super El Niño on Australian weather. Contrary to long-term dry forecasts, Sydney is experiencing unseasonable, rolling rain showers, while Western Australia faces extreme heat exceeding 100°F. Zakis warns that if droughts strike in late September rather than mid-October, Australia faces a catastrophic, extended bushfire season fueled by rapid undergrowth. Beyond Australia, extreme weather anomalies like French tornadoes and Southern California hurricane warnings are linked to historically high Pacific sea temperatures. Additionally, warm temperatures have caused dangerous eastern brown snakes to begin moving early. (7)brown snakes to begin moving early. (7)Axis Cooperates On Advanced WeaponryBradley Bowman and Mark Montgomery, authors of Axis of Aggressors, analyze the rising military coordination detailed in their book. They reveal a secret Russian program helping Iran build supersonic cruise missiles using ramjet engines, which pose a severe threat to US and merchant vessels in the Gulf. Furthermore, China assists Iran with chemical precursors and satellite targeting data. Beyond the Middle East, Russia engages in hybrid warfare in Europe, including attempted drone attacks in Germany. In response, Germany is significantly increasing defense spending and deploying a combat brigade to Lithuania to bolster deterrence. (8)Commodity Prices Spike Amid UnrestSimon Constable discusses recent extreme weather, including an unprecedented tornado in the south of France that damaged 300 homes. This disruption mirrors severe instability in the commodity markets, where Brent crude has surged to $94 a barrel, European gas has jumped 26%, and Black Sea grain prices have spiked up to 16%. Constable also critiques the new UK Prime Minister Andy Burnham for focusing on minor local issues rather than global crises. Finally, he reviews public backlash against data centers, which consume substantial water and over 4% of total US electricity. (9)SpaceX Builds Massive Private SpaceportBob Zimmerman highlights SpaceX's purchase of a massive plot in Louisiana to establish a private spaceport capable of hosting dozens of Starship flights daily. Zimmerman argues that SpaceX's market-driven approach ensures success, whereas state-sponsored space programs in the UK and Canada often flounder due to bureaucracy. He outlines SpaceX's progress, including recovering the prototype 13 Starship and preparing for flight 14. Finally, Zimmerman notes the successful, on-budget launch of the Nancy Grace Roman Space Telescope, upgrades to NASA's Deep Space Network, and the upcoming nuclear-powered Skyfall mission to Mars. (10)
CAPTION: 1917 ODESSA Simon Constable discusses recent extreme weather, including an unprecedented tornado in the south of France that damaged 300 homes. This disruption mirrors severe instability in the commodity markets, where Brent crude has surged to $94 a barrel, European gas has jumped 26%, and Black Sea grain prices have spiked up to 16%. Constable also critiques the new UK Prime Minister Andy Burnham for focusing on minor local issues rather than global crises. Finally, he reviews public backlash against data centers, which consume substantial water and over 4% of total US electricity. (9)
Caption 1920 RUSSIAN POSTER DENOUNCING UKRAINE Global Energy And Food CrisisMichael Bernstam outlines a compounding global energy and food crisis. Tensions between the US and Iran have halted critical oil shipments through the Strait of Hormuz, driving Brent crude prices up. Meanwhile, European winter natural gas prices have tripled due to storages being filled only to 62%. High gas prices also restrict fertilizer production, which, coupled with Black Sea port bombings by Russia and Ukraine, has caused a spike in global grain prices. Finally, despite US interest in Venezuelan heavy crude to produce diesel, decades of local mismanagement limit production. (4)
The September 3 edition of Commodity Week, hosted by Todd Gleason, features panelists Matt Bennett, Shane Holtorf, and Sherman Newlin analyzing current agricultural market conditions. The panelists report that extreme heat is rapidly drying out corn and soybean crops across the Midwest, leading to widespread expectations that upcoming USDA yield estimates will fall due to variable weather damage throughout the season. They are not convinced the hot weather is doing anything more than drying the corn down faster. Alongside domestic crop challenges, the group highlights global market drivers, including potential Super El Niño impacts on Brazilian production, ongoing Black Sea export disruptions, and strong Chinese demand. Despite these bullish supply-and-demand factors, all three panelists advise producers to secure currently profitable prices through incremental new crop corn sales while maintaining flexibility with call options to capitalize on potential future market rallies.Panelists- Matt Bennett, AgMarket.net - Windsor, IL- Shane Holtorf, Logic Ag Marketing - Alta, IA- Sherman Newlin, Zaner Ag Hedge - Hutsonville, IL ★ Support this podcast ★
Wheat futures plunge as the possibility of direct Russia-Ukraine peace talks raises fresh concerns about Black Sea grain supplies. SF Daily host Lorrie Boyer breaks down the latest market moves, weather concerns, and livestock action affecting producers.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
NEW FARMCON PODCAST – Kevin and Todd cover a lot of ground this week—from why Kevin is getting more aggressive pricing corn and wheat, to what could push soybeans toward $14, why higher wheat insurance guarantees could change 2027 planting decisions, and where dangerous “air pockets” could develop if bullish fund money starts heading for the exits. They also dig into AI, nuclear power, weather modification, the growing gambling economy, why Kevin refuses to waste energy complaining about rules he can't control, and why the next 6–12 months could present an unusually attractive window for some farm and agribusiness owners thinking about selling. 04:00 — Why Kevin Is Selling Into the Rally – Kevin explains why he's pricing more 2026 and 2027 corn and moving further out on wheat sales, including his first 2028 wheat sales. The key distinction: being bullish on a market does not mean a producer should leave all of the risk on the table. 07:00 — The Wheat Insurance Wild Card – Higher wheat prices could translate into substantially stronger crop-insurance guarantees for next year. Kevin explains why that could pull more acres into wheat and potentially change the economics of planting and double-cropping in 2027. 12:00 — What Could Take Corn to $6? – Kevin believes the market may currently be trading something close to a 177–178 bushel national yield. He walks through why a confirmed yield around 175 or lower, combined with continued geopolitical problems, could give bulls another significant leg higher. 22:00 — What Could Send Soybeans Toward $14? – Kevin thinks the soybean yield is moving lower and says a national yield below roughly 51.5 bushels could dramatically tighten the outlook. China continuing to buy, stronger crush demand, EPA clarification on bean oil, and deteriorating crop conditions are keeping the bull story alive. 27:00 — Where the Grain “Air Pockets” Come From – A lot of speculative money is already positioned bullish. Kevin explains how markets can suddenly drop 40, 50 or 60 cents when bullish headlines disappear and everyone who is already long starts trying to exit at the same time. 31:00 — Players Play. Officials Officiate – Kevin explains one of the philosophies that has guided him in sports, markets and business: stop wasting time complaining about the rules and adjust your game. He believes people who avoid getting distracted by things they can't control gain a significant competitive advantage. 38:00 — Would Kevin Invest in Weather Modification? – Rainmaker recently reported successful drone-based cloud seeding in Alaska. Kevin respects the technology and the people behind it but explains why manipulating weather crosses a personal line for him as an investor — even though he believes the technology is going to continue advancing. 59:00 — Why Being Willing to Look Stupid Matters – Kevin discusses social media, external validation, entrepreneurship and why individual sports, trading and business ownership can be so valuable. His argument: real-world accountability has a way of quickly testing theories that sound great from the sidelines. 1:12:00 — Could This Be a Great Time to Sell? – With stronger commodity prices, elevated farmland values, a strong stock market and more liquidity returning to agriculture, Kevin believes the next 6–12 months could offer an attractive exit window for some owners who already expect to sell farmland or an ag business within the next several years. KEVIN'S QUOTES “Your job as a producer is to take risk off the table.” “I think it's only a matter of time until somebody somewhere figures out a way to get some of this Black Sea grain out.” “Most of the bulls are already in. It's going to take a continuation of these headlines to keep that market moving higher.” “Players play, coaches coach, officials officiate.” “You can't get rabbit ears.” “You've got to be willing to look stupid, and you've got to be willing to be wrong.” “You don't want to be trying to sell when there are more sellers than buyers.”
The September 1, 2026, edition of the Closing Market Report, hosted by Illinois Extension's Todd Gleason on Illinois Public Media, provides an in-depth review of key regulatory, market, agronomic, and weather developments impacting agriculture. Agricultural economist Scott Irwin discusses the EPA's decision to grant 1.8 billion gallons in small refinery exemptions (SREs) for 2025, explaining how the agency's supplemental rulemaking to reallocate 100% of those volumes into 2026 and 2027 mandates effectively neutralizes potential demand losses and supports the biodiesel and soy complex. Market analyst Naomi Blohm of Total Farm Marketing reviews the rally in soybean futures above $13 resistance, highlighting strong domestic demand, Chinese export sales, and the market impacts of geopolitical friction in the Black Sea and Middle East. Agricultural economist Nick Paulson explains how surging global sulfur prices—driven by Middle Eastern conflict and petroleum byproduct supply disruptions—are increasing the cost of MAP and DAP phosphate fertilizers ahead of fall applications. Finally, meteorologist Don Day of Day Weather breaks down the persistent, above-average heat across the Corn Belt and evaluates upcoming rainfall chances for early soybean planting in Brazil.01:05 Trump Admin's EPA SRE Announcement a Reallocation05:29 Ag Markets with Naomi Blohm, Total Farm Marketing10:27 Sulfur and Increasing Phosphate Fertilizer Prices20:20 Ag Weather with Don Day, Day Weather ★ Support this podcast ★
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As rival factions gather aboard an ancient flagship to divide the spoils of power, old grudges and hidden agendas threaten a fragile alliance before negotiations even begin. Music by: Alphaxone and Sabled Sun. Used with permission by Cryo Chamber. We have also used the Coriolis soundtrack by Stars on a Black Sea. Our Champions of the Red Moon: Martin Heuschober, Simon Cooper, Julia, Bob de Lange, Cameron, Doug Thomson, Lily, Maciej, Black Templar, Dennis Sadecki, Leonhardt, Brit, Nikola, Tom Padget and Rasmus Liljeholm. Web: https://www.redmoonroleplaying.com iTunes: http://apple.co/2wTNqHx Android: https://www.subscribeonandroid.com/feeds.simplecast.com/oYuoCFr6 Youtube: https://www.youtube.com/RedMoonRoleplaying Spotify: https://spoti.fi/30iFmzn RSS: http://www.redmoonroleplaying.com/podcast?format=rss Patreon: https://www.patreon.com/RedMoonRoleplaying
This week on BEHIND THE LENS, I've got an interesting and fun interview for you as I talk with director KEVIN MACDONALD about his new film, the psychological thriller THE RUNNER. Plus, it will tease you a bit before THE RUNNER releases on September 2nd on Prime Video! Directed by Kevin Macdonald, who you probably best know for The Last King of Scotland or How I Live Now (I also love his work with The Mauritanian and Black Sea), and written by Mark Gibson who has previously brought us the oh-so-fun Snow Dogs and the animated film The Wild, together they bring us THE RUNNER. THE RUNNER stars Gal Gadot as Maia Marten, a sharp, resourceful high-powered lawyer at the pinnacle of London's legal world. She is also a single mother. During her routine morning run, a single phone call shatters her world: her son has been taken. The instructions to get him back are simple and merciless — keep moving, follow every command, and tell no one. Stop, and he dies. Forced to sprint through the city and obey a series of sinister commands, Maia must confront an impossible question: how far will she go to bring her son home? A pulse-pounding psychological thriller set against the backdrop of London's hyper-connected streets, THE RUNNER is a visceral, high-stakes race where every second counts, every choice carries a price, and a mother's unstoppable love becomes the most dangerous weapon of all. http://eliasentertainmentnetwork.com
Grains surged higher last week on weather and wars; Black Sea grain exports less than half of normal; Turkey urging Russia to accept transportation truce; Iran war escalating again; hot and dry weather returning to US crop areas further threatening yields; cattle futures lower on weaker cash; boxed beef mixed; cash feeders lower.
Listen to 19 Minutes: https://19-minutes.supercast.comGrain markets have come alive heading into September. Shay Foulk sits down with Garret Brown of CODAK Risk Advisory to break down what's driving the rally in corn, soybeans, and wheat, and how farmers should be thinking about the opportunity in front of them.They discuss the impact of the Pro Farmer Crop Tour, Black Sea uncertainty, historically large fund positions, rising options volatility, slowing export demand, and the risk of a sharp market reversal. They also get practical about marketing decisions, including 2026 and 2027 sales, target and stop orders, cash flow needs, input purchases, and knowing when a profitable price is good enough.Contact Garret:gbrown@codakgroup.comGarret is a broker with Lakefront Futures and Options LLC, which is registered with the NFA. CODAK Risk Advisory is a cash grain marketing advisory only and is not registered with the NFA.Disclaimer: This content is provided for informational and educational purposes only. Futures and options trading involves substantial risk of loss and is not suitable for all investors. Past performance is not necessarily indicative of future results. Consult your own advisors before making trading or grain marketing decisions.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
The war on the Eastern Front was fought on a scale unlike anything the world had ever seen. Stretching from the Baltic to the Black Sea, it consumed millions of soldiers, saw entire armies destroyed, and ultimately decided the fate of Nazi Germany. When we tell the story of this campaign, we often focus on a handful of famous names: Zhukov, Manstein, Guderian, Model. But were they really the men directing the war throughout its four brutal years? Behind these household names stood dozens of army and army group commanders whose decisions shaped the course of the fighting, yet whose contributions have largely been overlooked. In this episode, I'm joined by Robert Forczyk, author of Generalship on the Eastern Front, 1941–45: A Study in Command. Together we'll explore what made an effective commander on the Eastern Front, compare the German and Soviet approaches to leadership, and shine a light on some of the remarkable generals who have slipped from popular history. Generalship on the Eastern Front is also available on Audible and Spotify. patreon.com/ww2podcast
Our intrepid team covers a lot of ground in this episode: the increasing fluidity of the battlefield, drones and air defense, the biting Black Sea campaign, the causes and aftermath of the firing of Ukraine's popular defense minister, why Ukraine probably cannot produce PAC-3 air defense missiles (despite what some journalists are telling you), and the likelihood of a new round of Russian mobilization. This episode is Dara Massicot and Michael Kofman at their best. Thanks to NODA AI for supporting this episode. NODA AI is building mission command for autonomous forces. Learn more at warontherocks.com/noda
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Anatol Lieven of the Quincy Institute for Responsible Statecraft analyzes the multi-faceted, global strains of the Russia-Ukraine war. He discusses how Ukrainian attacks on Russian civilian-adjacent sites like Sochi and the Wildberries warehouse aim to demoralize Russia, though historically such strategic bombing campaigns fail. Meanwhile, Russia is betting on a war of attrition, weaponizing Black Sea grain blockades to squeeze Ukraine's economy and strain global food supplies. Additionally, Ukrainian drone strikes on Russian refineries are triggering a worldwide energy crisis, while Western nations like the UK face economic paralyzation as they struggle to balance heavy defense commitments with severe domestic recessions. (1)
TABLE OF CONTENTS THE JOHN BATCHELOR SHOW 8-21-2026Anatol Lieven discusses the war in Ukraine, highlighting Ukrainian drone and missile attacks on Russian civilian infrastructure like Black Sea resorts and a commercial center. He carefully examines the psychological impact of these infrastructure strikes, noting that while they aim to weaken Russian morale, history shows such strategies rarely succeed. Lieven describes growing domestic resentment over rampant government corruption, which threatens Western aid and has already led to several high-profile dismissals. Finally, he analyzes global energy and food security threats caused by port and refinery strikes, alongside Prime Minister Andy Burnham's struggle to balance costly military commitments with domestic recovery. (1)Peter Berkowitz reflects on the 30th anniversary of Alan Sokal's famous academic hoax, which exposed the intellectual decline within higher education humanities. Berkowitz critiques contemporary humanities departments for their ideological hypocrisy: professors claim objective truth is subjective while simultaneously insisting that their own political claims are absolute truths. He references a report from Vanderbilt and Washington University confirming that significant contingents of humanities faculty in core disciplines subordinate scholarship to political activism. Finally, Berkowitz notes that this progressive ideological capture is concentrated among college-educated voters in elite university towns, warning that treating education as political indoctrination severely perverts liberal education. (2)Mary Anastasia O'Grady discusses the alarming rise of authoritarianism in Mexico under President Claudia Sheinbaum and her ruling party, Morena. O'Grady details how the ruling party has systematically consolidated power by taking control of independent electoral bodies, tribunals, regulatory commissions, and the judiciary through politicized popular elections. She warns that Morena's latest effort targets television and radio—the primary sources of information for most Mexican citizens—to effectively censor critical independent media. While O'Grady deeply laments the weak leadership of the official political opposition, she finds hope in the strong pushback and widespread mobilization of Mexican civil society against these state controls. (3)Jonathan Miltimore discusses the ongoing imprisonment of 79-year-old pro-democracy publisher Jimmy Lai in Hong Kong, calling it the world's most overlooked story. Miltimore expresses his deep disappointment that Donald Trumpfailed to raise Lai's case publicly during his Beijing trip, instead repeating CCP rhetoric that Lai caused "bedlam." He describes Lai's deteriorating health inside his tiny, unventilated six-foot cell and urges President Trump to pressure Xi Jinping during his upcoming U.S. visit. Miltimore notes that even certain CCP factions want Lai released to avoid international outrage if he dies in prison, emphasizing that Lai is fully prepared for potential martyrdom. (4)Veronique de Rugy critiques California Representative Ro Khanna's proposal for a "one-time" 5% wealth tax on billionaires. De Rugy explains that several different European countries largely abandoned wealth taxes because they are administratively difficult, generate little revenue, and cause severe economic distortions. Highlighting a debate between Khanna and Mark Cuban, she details how taxing paper wealth completely ignores true liquidity, forcing entrepreneurs to sell shares of private companies or borrow against volatile collateral. De Rugy warns that wealth taxes inevitably expand to target middle-class citizens, ultimately costing states far more in lost income taxes than they retrieve from the wealthy. (5)Rohan Naidu discusses the groundbreaking discovery of "black hole stars" at cosmic dawn using the James Webb Space Telescope. Naidu explains that these infant objects appear as mysterious "little red dots" but possess hybrid properties of both highly luminous black holes and stars. He explains how a young black hole surrounded by dense hydrogen gas absorbs blue and green light, creating a signature "Balmer break" resembling the star Vega. Naidu outlines future research, including finding atmospheric chemical fingerprints like water, and using the newly proposed Celestemission alongside ground telescopes to directly image swirling gas feeding these infant black holes. (6)James M. Scott traces the dramatic, complex final months of World War II in the Pacific. Scott details how Secretary of War Henry Stimson briefed Truman in depth on the secret atomic bomb, and praises General Leslie Groves' masterful management of the Manhattan Project's secret cities. He describes Japan's political division: Emperor Hirohito secretly sought peace while militarists prepared a fanatical defense of Kyushu to force better terms. Scott explains the intense debate over demanding unconditional surrender versus preserving the Japanese monarchy, concluding with the Trinitytest, Potsdam Conference, and Truman's hope that the bomb's shock value would force surrender. (7)Evan Ellis analyzes key regional political and security developments in Latin America. Ellis discusses EcuadorianPresident Daniel Noboa's visit to China to secure security, trade, and economic assistance, and explains how historical visa-free policies turned Ecuador into a major transit corridor for Chinese migrants entering the US. He details Bolivia's ongoing political instability and the dangerous scandals involving Evo Morales. Ellis also covers Chile's border enforcement efforts, Colombia's return to aggressive military operations against cartels following a major earthquake, and the stalled democratic transitions in Venezuela and Nicaragua, where regimes rely on brutal repression and illicit economies to hold power. (8)This fuller eight-file version supersedes the earlier seven-file draft — de Rugy now sits at (5) and everything falls in place without gaps. The Celeste mission appears again in segment 6; the source calls it "newly proposed," which explains why I couldn't verify it earlier, so I've let it stand.
In this episode of The President's Daily Brief: Iran's leaders fear another popular uprising, and the return of Hossein Taeb—the notorious “Suppression Sheikh”—reveals how Tehran intends to expand surveillance and prevent another revolt. Russia pounds Kyiv with drones and cruise missiles, killing at least 16 people as Ukraine's shortage of air-defense interceptors becomes increasingly lethal. Romanian F-16s destroy an explosive Russian sea drone after it reaches one of Europe's most important new gas projects in the Black Sea. In today's Back of the Brief, suspicious prediction-market bets may be revealing American military operations before the first missile is fired. To listen to the show ad-free, become a premium member of The President's Daily Brief by visiting https://PDBPremium.com. Please remember to subscribe if you enjoyed this episode of The President's Daily Brief. YouTube: youtube.com/@presidentsdailybrief Thanks to today's sponsor, Spring Sleep: eXciteOSA is an FDA-cleared, prescription-only device for primary snoring and mild obstructive sleep apnea. Go to springsleep.com/PDB and unlock 20% off with the code PDB. Pendulum: Ditch the afternoon crashes and naturally curb your cravings with 48% off the doctor-recommended Pendulum Metabolic Daily at https://pendulumlife.com/PDB Learn more about your ad choices. Visit megaphone.fm/adchoices
TABLE OF CONTENTS, THE JOHN BATCHELOR SHOW, 8-17-2026.Bill Roggio reflects on the five-year anniversary of the 2021 Afghanistan withdrawal, highlighting the accuracy of the maps he built that predicted the Taliban's takeover. He describes the withdrawal as disorganized, noting there was zero plan for the Afghan government or military equipment. Roggio specifically criticizes the abandonment of Bagram Air Base, which he believes was the superior evacuation site. He also addresses current Middle East policy, dismissing proposed land blockades against Iran as "fanciful" and impractical. He warns that current strategic failures mirror the indifference seen in Afghanistan. (1)Bridget Toomey analyzes the reawakening of the Yemeni Civil War, noting that the Houthis are launching fresh offensives to seize the Red Sea coast and the Bab el-Mandeb choke point. While the Houthis claim to target Saudiinterests, their primary focus has shifted to defeating government-backed ground troops. Toomey highlights the extensive use of drone technology by both sides, with the Houthis demonstrating sophisticated capabilities while the Yemeni government adopts modified Chinese systems. She notes that Saudi Arabia remains hesitant to fully re-initiate a large-scale military intervention despite continued Houthi aggression. (2)Janatyn Sayeh explores the "secret plan" of Iranian hardliners to escalate regional conflict and raise costs for the United States. He notes that while the Iranian economy is an existential vulnerability, the regime is willing to ride out sanctions to maintain its Islamist agenda. Sayeh critiques the viability of a U.S. land blockade, citing the difficulty of gaining cooperation from neighbors like Afghanistan and Pakistan. He argues that power is concentrated within the IRGCsecurity establishment rather than just the Supreme Leader, and that internal rifts are secondary to the elite's collective survival. (3)Malcolm Hoenlein provides an overview of the October 27th Israeli election, explaining the complex "list" voting system and Netanyahu's challenges. He discusses the "Board of Peace" negotiations, stressing that the central hurdle remains Hamas's refusal to disarm before Israeli withdrawal. Hoenlein also touches on regional tensions, including Hezbollah's rearming and internal unrest in Iran fueled by economic desperation. Finally, he notes Turkey's significant lobbying efforts in Washington through a new headquarters and a "glorious new front" of diplomatic normalization between Israel and several South American nations including Colombia. (4)Edmund Fitton-Brown argues that the U.S. is "running out of ideas" regarding economic pressure on Iran, labeling a land blockade as far-fetched due to uncooperative neighbors. He suggests that secondary sanctions on Chinese "teapot" refineries are a more practical tool. Regarding Yemen, Fitton-Brown observes that the Houthis have become emboldened by U.S. irresolution and are pushing south to capture the Bab el-Mandeb. He expresses cautious optimism regarding Jared Kushner's diplomatic delegation, noting that experienced figures like Tony Blair are unlikely to be "dupes" for Hamas during negotiations. (5)John Hardie reports on the Russia-Ukraine conflict, specifically Russia's rejection of a Black Sea ceasefire in favor of striking Ukrainian food supplies. He notes that while Russia maintains a maritime blockade advantage, Ukraine is retaliating with high-precision long-range drone strikes against Russian oil refineries and defense plants. Hardie suggests that the Kremlin may be receptive to a moratorium on deep-strike operations because their own infrastructure is increasingly vulnerable. He concludes that Ukraine currently holds a tactical edge in drone technology, aided by Western intelligence to bypass Russian air defenses. (6)David Daoud details the escalating tensions between Israel and Hezbollah in Lebanon, noting that Hezbollah's refusal to disarm has prompted the IDF to prepare for a major operation. Israel is currently conducting "clearing operations" to destroy Hezbollah installations near the Al-Aishiyeh Ridge. Daoud highlights the recent deaths of senior commanders from the elite Radwan and Badr units, which indicates that Hezbollah's operational security remains compromised. Despite these losses, Hezbollah is working with Iran to rebuild its command structure and has attempted to smuggle advanced weaponry, including cruise missiles, into Lebanon. (7)Kamran Bokhari examines the evolution of the Iranian regime, arguing that the Supreme Leader has become a figurehead for the IRGC and security establishment. He suggests that the war has accelerated a process of internal fragmentation, though the elite remains united by a shared fear of collapse. While public uprisings have gone "underground," the regime continues to conduct mass arrests to prevent a critical mass of resistance. Bokhari describes a "post-clergy" era where the military dominates political life, noting that the regime has evolved into a different entity than it was decades ago. (8)Alan Tonelson exposes a massive Chinese tariff evasion scheme, where goods are rerouted through countries like Cambodia and Mexico to bypass U.S. duties. This "scam" is estimated to cost the U.S. up to $26 billion in annual revenue. While the White House is developing AI-based systems to strengthen customs enforcement, there is criticism regarding the lack of direct penalties against Beijing. Tonelson notes that 40 countries are currently complicit in these practices, harming the U.S. manufacturing base. He predicts only modest changes to these trade dynamics through the remainder of the current administration. (9)Samuel Ben-Ur discusses the ongoing conflict with Hamas in Gaza, focusing on Jared Kushner's meeting with Hamas leadership to discuss a 15-point peace plan. Ben-Ur explains that Israel rejected the plan because it lacked a verifiable mechanism for Hamas's disarmament before Israeli withdrawal. He dismisses reports of famine in Gaza as propaganda, noting that international bodies currently view aid levels as acceptable. The conversation emphasizes that Hamas remains committed to the destruction of Israel, making voluntary disarmament a "fiction," while Israeli politics remain divided over the war's prosecution. (10)Richard Epstein critiques Senator Bernie Sanders' characterization of Israeli politicians as "extremists," viewing it as a provocative attempt to shift American Democratic policy. Epstein argues that a two-state solution is fundamentally unstable because an autonomous Palestinian region cannot be prevented from remilitarizing. He contends that proponents of this solution often act in bad faith, ignoring Hamas's history of violated ceasefires. Furthermore, Epstein describes the Democratic Socialists of America as isolationists who focus disproportionately on Israel while ignoring other global aggressors like Vladimir Putin in Ukraine. (11)Jeremy Zakis reports on the looming weather crisis in Australia, where meteorologists predict a "super El Niño" combined with a positive Indian Ocean Dipole. This rare combination is expected to cause extreme drought and record-breaking temperatures in New South Wales and Victoria. Zakis warns that a wet winter has fueled rampant eucalyptus growth, creating a massive volume of flammable oils. These conditions have "primed" the landscape for catastrophic wildfires. Residents are being urged to clear undergrowth immediately, as the upcoming fire season could surpass the severity of the devastating 2020–2021 bushfires. (12)One small fix beyond the log: Badr unit (source had "Bader," segment 7) — the standard rendering of Hezbollah's Badr unit. Janatyn Sayeh applied per your confirmed spelling.
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