Podcasts about geopolitical

At a time when misinformation thrives, institutions crumble, and algorithms mediate truth, trust has become one of democracy's most fragile foundations. Our team at Open to Debate has been thinking twice recently about trust — how it's earned, how it breaks, and how it might be rebuilt between one another in a time of deep division. Jimmy Wales, the founder of Wikipedia, the Internet's encyclopedia with an English-language version that has been viewed 11 billion times alone and allows anyone to contribute and edit a page, says that trust is a living treasure that can and must be cultivated. In this episode, geopolitical strategist and Wickett Advisory moderator Xenia Wickett sits down with Jimmy Wales to discuss his new book, "The Seven Rules of Trust: A Blueprint for Building Things That Last.” In this "Think Twice" episode, the interview explores how Wikipedia leveraged trust to help it become a global authority while the public's trust in other institutions has faded.  Our Guest: Jimmy Wales, Founder of Wikipedia and the Wikimedia Foundation; Author of "The Seven Rules of Trust: A Blueprint for Building Things That Last"    Xenia Wickett, Geopolitical strategist, moderator at Wickett Advisory, and Trustee of Transparency International UK, is the guest moderator.    Substack: https://opentodebate.substack.com/  Visit OpentoDebate.org to watch more insightful debates.   Subscribe to our newsletter to stay informed on our curated weekly debates, dynamic live events, and educational initiatives.    Learn more about your ad choices. Visit podcastchoices.com/adchoices

China's Weakness and Global Geopolitical Shifts Guest: Gregory Copley Gregory Copley assesses the strategic implications of President Trump's Asia trip amid China's accelerating economic and political collapse. He notes Xi Jinping's apparent loss of consolidated power and the disarray within the People's Liberation Army command structure. Copley discusses emerging US and allied rare earth supply agreements designed to counter Chinese leverage in critical materials markets. He also highlights Turkey's continuing role in prolonging the Gaza conflict and analyzes the broader shift toward conservative, market-oriented governance across Latin America. 1901

China's Weakness and Global Geopolitical Shifts Guest: Gregory Copley Gregory Copley assesses the strategic implications of President Trump's Asia trip amid China's accelerating economic and political collapse. He notes Xi Jinping's apparent loss of consolidated power and the disarray within the People's Liberation Army command structure. Copley discusses emerging US and allied rare earth supply agreements designed to counter Chinese leverage in critical materials markets. He also highlights Turkey's continuing role in prolonging the Gaza conflict and analyzes the broader shift toward conservative, market-oriented governance across Latin America. 1906

China's Weakness and Global Geopolitical Shifts Guest: Gregory Copley Gregory Copley assesses the strategic implications of President Trump's Asia trip amid China's accelerating economic and political collapse. He notes Xi Jinping's apparent loss of consolidated power and the disarray within the People's Liberation Army command structure. Copley discusses emerging US and allied rare earth supply agreements designed to counter Chinese leverage in critical materials markets. He also highlights Turkey's continuing role in prolonging the Gaza conflict and analyzes the broader shift toward conservative, market-oriented governance across Latin America.

China's Weakness and Global Geopolitical Shifts Guest: Gregory Copley Gregory Copley assesses the strategic implications of President Trump's Asia trip amid China's accelerating economic and political collapse. He notes Xi Jinping's apparent loss of consolidated power and the disarray within the People's Liberation Army command structure. Copley discusses emerging US and allied rare earth supply agreements designed to counter Chinese leverage in critical materials markets. He also highlights Turkey's continuing role in prolonging the Gaza conflict and analyzes the broader shift toward conservative, market-oriented governance across Latin America.

Donald Trump imposed sanctions on Russia's top oil companies, but the US still can't stop the war in Ukraine. NATO's goals cannot be met, as the world is increasingly multipolar and Western power is declining. Geopolitical economist Radhika Desai analyzes the conflict with journalist Anatol Lieven and China-based economic geographer Mick Dunford. VIDEO: https://www.youtube.com/watch?v=359p5RC2JE8 This is part of the program Geopolitical Economy Hour. You can watch other episodes of the show here: https://youtube.com/playlist?list=PLDAi0NdlN8hMl9DkPLikDDGccibhYHnDP

Ireland is facing a geopolitical choice that is pulling us in two different directions.We are not just witnessing a drift in the Transatlantic Alliance, but its collapse. This poses acute dangers for Ireland.Ben Tonra is Full Professor of International Relations at the UCD School of Politics and International Relations. He joins Seán to discuss exactly what this means, and where we go from here.

This episode of the InfoSec Beat podcast focuses on careers in information security. Accenture CISO Kris Burkhardt talks with Renée Fletcher, a program manager in Accenture Information Security. Renée is at a turning point in her career, moving from Governance, Risk and Compliance to a new strategic programs role as the Cyberstrategy, Geopolitical and Regulatory lead. Having been on the frontlines of strengthening Accenture's regulatory readiness, she reflects on starting from what you know to assess risk, building cross-functional teams, and communicating effectively. Learn why her career is a lesson in what can happen when the detour becomes the destination—and how her degree in forensic science still helps her today. Renée's career advice? You're more capable than you think.

Ireland is facing a geopolitical choice that is pulling us in two different directions.We are not just witnessing a drift in the Transatlantic Alliance, but its collapse. This poses acute dangers for Ireland.Ben Tonra is Full Professor of International Relations at the UCD School of Politics and International Relations. He joins Seán to discuss exactly what this means, and where we go from here.

Tonight on The Brian Crombie Hour, Brian is joined by two leading voices on Canada's Arctic — Stephen Van Dine, City Manager of Yellowknife and longtime expert in northern governance and sustainable development, and Dr. Rob Huebert, Professor of Political Science at the University of Calgary and one of Canada's foremost authorities on Arctic defence and security.Together, we explore how Canada's North is becoming the new frontier for both economic opportunity and national security. Stephen Van Dine shares his first-hand perspective from Yellowknife, a community at the crossroads of mining, infrastructure, and Indigenous-led development and discusses the ambitious Arctic Economic Security Corridor, a proposed 900-kilometre highway to the Northwest Passage. Rob brings a defence and geopolitical lens, outlining the urgent need for Canada to invest in Arctic sovereignty, critical minerals strategy, and military infrastructure. They discuss China's expanding presence in northern waters, Russia's submarine activities, and the international debate over control of the Northwest Passage and what it all means for Canada's future.

In this episode of The Swiss View, we take a closer look at the growing geopolitical instability shaping today's markets — and what it could mean for investors navigating uncertain global conditions.The ongoing U.S. government shutdown, mounting fiscal challenges in France and the U.K., and Japan's record debt under its new prime minister all raise critical questions about the long-term sustainability of public finances. Meanwhile, Switzerland continues to stand out as a model of stability — both economically and politically.We also explore how these global dynamics are influencing currencies and commodities. The Swiss franc continues to strengthen against the euro, while precious metals such as gold, silver, and platinum have seen both impressive gains and sharp pullbacks. What do these movements signal for investors seeking security?Finally, we discuss whether the next financial crisis could be closer than many think. With corporate defaults rising and leverage increasing across markets, it's a moment that calls for prudence, diversification, and a steady perspective.Join us as we provide a Swiss viewpoint on the global economy — helping you navigate volatility and position for what's coming next.Contact WHVP

China's advantage over the United States in key military and economic areas appears to be widening this year. It's possible to see that in the way trade talks have evolved, and that leaves investors with some important choices. Confluence Chief Market Strategist Patrick Fearon-Hernandez joins Phil Adler to bring investors up to date.

With fresh new record highs in the markets, Charles Schwab's Nate Peterson says this week is really about 3 catalysts: Megacap tech earnings, the FOMC meeting and U.S./China trade talks. Collin Martin chimes in with his eyes on the bond market and the 10-year yield back above 4% on potential "good news" between U.S. and China. He adds that with the absence of meaningful economic data, the Fed's decision will be closely watched to see how they handle their latest rate announcement. Later, Nate says the risk to this market would come from a potential decrease in A.I. capex spending from one of the hyperscalers.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

In our podcast, Rachel Myrick, the Douglas & Ellen Lowey Associate Professor of Political Science at Duke University, discusses with us how extreme partisan polarization threatens not only domestic governance but also global stability. Drawing on her new book, Polarization and International Politics: How Extreme Partisanship Threatens Global Stability (Princeton University Press, 2025), Myrick argues that polarization in democracies affects foreign policymaking.The conversation begins with a striking example:each year, the political risk consultancy Eurasia Group publishes a list of the world's top geopolitical risks. The 2024 report placed as the highest risk not the Russian aggression, Middle Eastern conflict, but ‘the United States versus itself'. This diagnosis, Myrick suggests, encapsulates the central claim of her book: extreme party polarization erodes the institutional foundations that once made democracies stable and credible actors abroad. Throughout the podcast, the author unfolds how polarization affects the three pillars that democracies used to have in international relations: the ability to keep foreign policystable over time, to credibly signal information to adversaries and the reliability with partners in international politics. Then, the discussion moves to the ways in which polarization affects foreign policies. In a healthy democracy, leaders are incentivized to provide public goods and act in the national interest.Instead, in extremely polarized environments, politicians do not „target messaging at the median voter and instead work to mobilize their political base”. Voters increasingly view politics as a contest between moral enemies rather than legitimate rivals, caring more about their side's victorythan about performance or accountability. While the United States provides her primary example, Myrick points to similar patterns across Europe. In younger democracies such as Hungary or Poland, polarisation fuels “executive aggrandizement,” as ruling parties rewrite rules to secure permanent advantage.In established democracies, it simply makes governments less predictable partners internationally. Rachel Myrick ends the conversation with a warning: the greatest threat to international order may no longer come from authoritarian powers, but from democracies unable to govern themselves and to be effective partners.

EDITORIAL: Asean must adapt to changing geopolitical landscape | Oct. 27, 2025Subscribe to The Manila Times Channel - https://tmt.ph/YTSubscribeVisit our website at [https://www.manilatimes.net](https://www.manilatimes.net/)Follow us:Facebook - https://tmt.ph/facebookInstagram - https://tmt.ph/instagramTwitter - https://tmt.ph/twitterDailyMotion - https://tmt.ph/dailymotionSubscribe to our Digital Edition - https://tmt.ph/digitalCheck out our Podcasts:Spotify - https://tmt.ph/spotifyApple Podcasts - https://tmt.ph/applepodcastsAmazon Music - https://tmt.ph/amazonmusicDeezer: https://tmt.ph/deezerStitcher: https://tmt.ph/stitcherTune In: https://tmt.ph/tunein#TheManilaTimes#VoiceOfTheTimes Hosted on Acast. See acast.com/privacy for more information.

Prime Minister Christopher Luxon arrived in Malaysia this morning, along with other world leaders, for the start of the East Asia Summit. US President Donald Trump will also be in attendance meaning a potential face-to-face meeting with Luxon. Geopolitical analyst Geoffrey Miller told Andrew Dickens, "They do need to keep their heads down a little bit because they can't risk antagonising Donald Trump." This weekend the US President raised Canada's tariffs by an extra 10% after being angered at an anti-tariff advertisement. LISTEN ABOVESee omnystudio.com/listener for privacy information.

October 24, 2025 – Explore the escalating global “resource wars” as Jim Puplava and Cris Sheridan break down how the US and China are racing to secure critical minerals for economic and military dominance. Discover why rare earths, gold, and silver are at the heart of today's geopolitical power plays, and how shifts in monetary policy, reindustrialization, and global alliances are reshaping the...

Oct 23, 2025 #arestovych #latynina #trumpFundraiser for a pickup truck for the 22nd Separate Motorized Rifle Brigade

WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.We have just wrapped up an especially heavy 3-week stretch of board, management, and industry meetings. Included have been various meetings in and around the power sector. As someone who has spent his career on the other side of energy--i.e., oil & gas--it has been a lot of fun ramping up on the power side of the business. Historically oil & gas and power have been essentially two completely separate industries, each with their own macro drivers, corporate outlooks, and analyst coverage. And while today many differences of course remain, there are a growing number of areas of convergence. In this short video, we will give a few thoughts from our recent travels that we will expand upon in coming months. There are five points we want to highlight:First, we think energy is in the early days of the 3rd major super-cycle in our lifetime. The first was the Arab Oil Embargo years of the 1970s and the second was the Chia/BRICs expansion of the 2000s. Both were at their core crude oil market events. Geopolitical security was the dominant narrative of the 1970s. Billion-person scale emerging market (EM) demand growth characterized the latter. The current super-cycle marries both drivers but it is power, rather than crude oil, that is at the heart of this era. AI datacenters rightfully get a lot of attention. But aging developed market grids that need new investment is also an important trend. Perhaps most importantly, the substantial unmet energy needs of the other 7 billion people on Earth will arguably be the greatest driver of global power demand. This super-cycle is all about global power needs on multiple fronts. Second point and a key lesson from the mis-guided “The Energy Transition” era is that the world clearly is going to need all forms of energy, including many newer technologies where the timing of scaling economics is still uncertain. Examples of that last point are nuclear SMRs and enhanced geothermal to name just two. Power is an enabling driver of crude oil demand in the developing world. We suspect this is most visible in Africa today as an example. It is interesting and ironic: growth in renewables power is boosting oil demand.Third point: energy sources and technologies are not in competition with each other for a finite pool of demand. That is the energy substitution argument being trotted out by those that in recent years believed in The Energy Transition. Rather, relative economics, reliability, and geopolitical security are going to cause periods of strong and weaker demand at various points of time for different areas. As an example, LNG priced at world oil prices we do not think displaces domestic coal demand in places like India and China. But it is a complementary and diversifying fuel for power generation which is important to having a healthy power market. And new areas like LNG trucks can help reduce dependence on crude oil imports from what would otherwise be the case. Again, it is additive, not substitutive. Fourth, where crude oil cycles are inherently global in nature, power is typically highly local or regional, but today also has a global overlay via EM growth. Fifth, we are perhaps most optimistic to see major energy consumers, in particular Big Tech and Big Industrials, proactively engaging in energy macro and policy discussions. We see this at Veriten via an expanding and increasingly diversified client base. We see it in the many meetings we have attended. This in our view significantly raises the odds that we move away from the divisive rhetoric and policies that characterized The Energy Transition era to one that appropriately prioritizes energy's natural hierarchy of needs.

Recorded on October 22, 2025 and September 17, 2025 https://youtu.be/hpm6NEPvsKQ Episode 143 of the PetroNerds podcast is an exceptionally timely and heavy hitting podcast focusing on oil prices and geopolitical risk. Trisha Curtis, CEO of PetroNerds, spends time in the introduction of this podcast walking listeners through the recent drop and rebound in oil prices, driven by sanctions placed on Russia. She gets listeners up to speed on geopolitics and oil price dynamics, Ukrainian strikes on Russia, and US China negotiations. The body of the podcast is the keynote address Trisha Curtis gave in Fort Worth at Whitley Penn's Fueling the Future conference. She is joined on stage by the moderator of the fireside chat, Haley Mitchell, Senior Audit Manager at Whitley Penn. Haley is PetroNerds podcast listener and she comes prepared with a series of questions for Trisha. This keynote address covers everything from oil prices and the shale patch to China. Trisha gets into the state of oil prices, US production levels, Russian refineries getting attacked, and the status of the Russian war in Ukraine. She dives into US shale patch nuances, service companies and thin margins and blank space, what $60 oil means for the economy, what is happening with the Fed and inflation and interest rates and continued inflation, and her concerns about goosing inflation with lowering interest rates. Trisha further discusses tariffs and revenue, the US economy, health of the global economy and China's economy, and she connects it back to oil prices. She talks about China's economy, deflation and actual Chinese oil demand, US electricity prices. Europe and their energy prices and commitments to NATO, US natural gas prices, natural gas demand, LNG, and AI. She touches on electricity and power purchase agreements and so called "cheap" wind and solar driving up electricity prices, the role of coal and need for coal in the US, coal as the enabler of natural gas, China's role in Russia's war, Chinese stockpiling, understanding markets and risk and oil trading, and nuclear energy. Trisha closes the keynote with some great questions from the audience on natural gas prices, electricity prices, and holding up US production levels. And she does this all in less than one hour. Trisha Curtis' oped in the Daily Caller, "Winning Against China Means Winning on Energy," can be found here: https://dailycaller.com/2025/10/19/opinion-winning-against-china-means-winning-on-energy-trisha-curtis/. And please reach out to PetroNerds and Trisha directly on the "Contact Us" page. Listen on Itunes

Today we look at a rocky session for equities as geopolitical headlines spooked the market, which is trying to figure out whether the latest US threats are just chest thumping ahead of the key talks between the US and China kicking off tomorrow or a sign that trade tensions will escalate further. Also, plenty of single company news on earnings from Tesla, IBM and others, more fun and games for quantum computing stocks, key incoming data from Japan and the US that could spike FX volatility and more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (within one to three hours from the time of the podcast release). Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro and outro music by AShamaluevMusic

Sanctions on Russian oil sent crude prices soaring to the upside after prices treaded along oversold territory. Kevin Hincks reports from the Cboe Global Markets to explain how geopolitical tensions are helping not just a rebound in crude, but also gold and silver. He later touches on next week's expected meeting between President Trump and Chinese president Xi Jinping as trade tensions loom.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

The CBIA BizCast is turning the tables a little. In June, Fairfield Woods Middle School Arav Kapoor was the runner-up in the National Civics Bee Connecticut State Finals, narrowly edged out by Tomlinson Middle School's Aarav Pradeep Sahu. The annual competition aims to improve civics education and literacy among middle school students, their families, and communities. The CBIA Foundation hosts the Civics Bee in partnership with the U.S. Chamber of Commerce Foundation and local chambers across Connecticut. Kapoor has his own podcast, The Geopolitical, where he discusses politics, policy, and more with a variety of state and municipal leaders. In this special crossover episode, he sits down with CBIA Foundation director Dustin Nord to talk about the foundation, Connecticut's economic future, the state's political landscape, even the best pizza in the state. We're excited to share the episode with you. Related Links: Arav Kapoor YouTube: https://www.youtube.com/@tgpnow Arav Kapoor LinkedIn: https://www.linkedin.com/in/aravka/ CBIA Foundation Website: https://www.cbia.com/foundation/ LinkedIn: https://www.linkedin.com/company/cbia-foundation/ The CBIA BizCast is made possible through the generous support of Google. Please rate, review, and subscribe to the BizCast wherever you get your podcasts—we appreciate your support! If you have a story to tell, contact Amanda Marlow.

In this STRAT episode, retired Marine Intelligence Officer LtCol. Hal Kempfer breaks down three global and domestic flashpoints shaping today's strategic landscape. First, he analyzes the latest diplomatic rift between Washington and Moscow, as talks between the U.S. and Russia collapse and Ukraine presses forward with new missile capabilities that could shift the balance of power. Next, Kempfer examines the fragile Gaza ceasefire, marked by violations, humanitarian struggles, and competing political agendas that threaten to reignite conflict. Finally, he unpacks a major Ninth Circuit Court decision authorizing the federalization of Oregon National Guard troops amid civil unrest — a ruling with profound implications for federal versus state authority. From Eastern Europe to the Middle East to America's own legal battlegrounds, this episode offers critical insight into how military, legal, and geopolitical dynamics intersect in today's complex world.Takeaways:· Russia's demands in Ukraine remain unchanged despite diplomatic outreach.· The canceled Trump-Putin summit reflects rising U.S.-Russia tensions.· Ukraine's domestic missile production could shift the war's dynamics.· Flamingo missiles offer a cost-effective alternative to Tomahawks.· Gaza's fragile ceasefire faces violations and humanitarian setbacks.· Hamas and Israel remain locked in a volatile political struggle.· The Ninth Circuit Court ruling reaffirms federal control of National Guard.· Historical parallels emerge between current federalization and 1960s civil rights crises.#UkraineWar #GazaCeasefire #MiddleEastCrisis #USPolitics #NationalSecurity #ForeignPolicy #MilitaryAnalysis #Geopolitics #GlobalAffairs #OregonNationalGuard #CourtDecision #TrumpAdministration #Putin #StateSovereignty #FederalAuthority #STRATPodcast #HalKempfer #MutualBroadcastingSystem #StrategicRiskAnalysis #DefenseInsights

In this episode, Dominic Bowen and Dr. Moshe Lander (put link to guest profile) discuss the recent spike in gold prices in $ per ounce, which is unprecedented. Find out more about what pushes gold trends, from uncertain geopolitical trends to Trump's threats on tariffs, and an overall mistrust in governments and institutions worldwide. The conversation also addresses the psychological aspect of the trust in gold as a secure investment coming from humanity's social and economic history, and central banks' reserves, although Dominic and Moshe examine the risks of such high trust in limited goods whose value depends on demand and decision-makers. Dr. Moshe Lander is a Canadian economist and Senior Lecturer in the Department of Economics at Concordia University, where he has taught since 2013, and a sessional instructor at Dalhousie University. Before joining academia full-time, he served as Senior Economist with the Government of Alberta from 2003 to 2007. His fields of expertise include public economics, international trade and finance, economic policy, and the economics of sports, gaming, and gambling. Beyond academia, Dr. Lander is a well-known media commentator who frequently appears across Canadian television, radio, print, and online platforms to discuss economic, business, and policy developments. Renowned for his engaging and accessible style, he has been recognized multiple times as Concordia's Newsmaker of the Month, most recently in March 2025, for his sharp analysis of issues such as anti-tariff campaigns and the fiscal impact of carbon tax reforms.The International Risk Podcast brings you conversations with global experts, frontline practitioners, and senior decision-makers who are shaping how we understand and respond to international risk. From geopolitical volatility and organised crime to cybersecurity threats and hybrid warfare, each episode explores the forces transforming our world and what smart leaders must do to navigate them. Whether you're a board member, policymaker, or risk professional, The International Risk Podcast delivers actionable insights, sharp analysis, and real-world stories that matter.Dominic Bowen is the host of The International Risk Podcast and Europe's leading expert on international risk and crisis management. As Head of Strategic Advisory and Partner at one of Europe's leading risk management consulting firms, Dominic advises CEOs, boards, and senior executives across the continent on how to prepare for uncertainty and act with intent. He has spent decades working in war zones, advising multinational companies, and supporting Europe's business leaders. Dominic is the go-to business advisor for leaders navigating risk, crisis, and strategy; trusted for his clarity, calmness under pressure, and ability to turn volatility into competitive advantage. Dominic equips today's business leaders with the insight and confidence to lead through disruption and deliver sustained strategic advantage.The International Risk Podcast – Reducing risk by increasing knowledge. Follow us on LinkedIn and Subscribe for all our updates!Tell us what you liked!Tell us what you liked!

Mike speaks with Barbara Weisel, nonresident scholar in the Asia Program at the Carnegie Endowment for International Peace. She built a career serving in the Office of the U.S. Trade Representative for 23 years, departing as Assistant U.S. Trade Representative for Southeast Asia in October 2017. They discuss U.S. trade policy past and present, the mechanics of trade negotiations, how trade agreements impact national security and geopolitical strategy, how allies and partners should approach economic relations with the United States in the coming years, and more.

Welcome back to Mining Stock Daily, as Trevor Hall sits down with Michael Howell of Crossborder Capital, famously known as the "king of liquidity," for an intense discussion on the escalating global "Capital War". This conflict is defined not by kinetic action, but by the fight for currency dominance, where the immense movement of capital around the world vastly outweighs traditional trade flows. Howell explains China's longstanding policy to replace the dominance of the US dollar through various strategies, notably the aggressive accumulation of gold, which aims to provide confidence and stability to their developing system. The US system faces challenges from an exploding structural deficit that could push the debt-to-GDP ratio to 250% by 2050, a fiscal trajectory that Howell projects could lead to a gold price of $25,000 per ounce. Crucially, both the US and China are engaging in debt monetization through massive liquidity injections—a process that both major world engines are using to finance spending and which historically leads to the devaluation of paper money against gold. Looking ahead, Howell provides an investment outlook, suggesting that the impetus of directed government spending and the strategic need for governments to control resources makes moving toward commodities a highly favorable position for investors.

Rooted in the mundane, but any other description seems to fail. LIZARD INDEX contained within the report. More on the total unraveling of TP USA and the investigation. Geopolitical comments also.

Rooted in the mundane, but any other description seems to fail. LIZARD INDEX contained within the report. More on the total unraveling of TP USA and the investigation. Geopolitical comments also.

Rooted in the mundane, but any other description seems to fail. LIZARD INDEX contained within the report. More on the total unraveling of TP USA and the investigation. Geopolitical comments also.

Viewpoint This Sunday with Malcolm Out Loud – Should the GOP eliminate the legislative filibuster to reopen government? Dr. Franco Musio is here on the top stories, including Virginia elections and John Bolton indicted. Geopolitical expert IQ al-Rassooli and former CIA, Del Wilber, discuss the deal with the Arab States, targeting drug cartels in Venezuela, and Tomahawk missiles for Ukraine...

Viewpoint This Sunday with Malcolm Out Loud – Should the GOP eliminate the legislative filibuster to reopen government? Dr. Franco Musio is here on the top stories, including Virginia elections and John Bolton indicted. Geopolitical expert IQ al-Rassooli and former CIA, Del Wilber, discuss the deal with the Arab States, targeting drug cartels in Venezuela, and Tomahawk missiles for Ukraine...

665,218 views Streamed live on Oct 13, 2025 #tcc #army of ukraine #russiaukraineFundraiser for a pickup truck for the 22nd separate motorized infantry brigade

In this insightful Market Mondays clip, hosts Troy Millings and Rashad Bilal break down their latest moves and strategies with AI chip stocks, focusing especially on Taiwan Semiconductor Manufacturing Company (TSMC or TSM). Rashad kicks things off by recapping a bold call made when TSM stock pulled back—highlighting the real-time decisions that set successful traders apart. Troy shares his long-standing affinity for TSM, which dates back years, and details his own strategic options stack, entering new positions as the stock fluctuates.What makes TSM so vital in the current tech landscape? Troy unpacks how TSMC sits at the center of the global AI ecosystem, manufacturing chips for industry leaders like Nvidia, AMD, and Broadcom. With TSMC's key earnings event and the steady increase in quarterly performance, the hosts discuss both the short-term trading opportunities and the long-term investment potential.But it's not just about the numbers. The conversation turns to the bigger picture: TSMC's critical role in the supply chain, the geopolitical pressures influencing its business, and the fast-tracking of new American plants in Arizona. Troy muses about how TSMC's global presence and U.S. expansion ensure supply chain security—a lesson learned after the disruptions of 2020. They also touch on governmental moves pushing leading chipmakers like TSMC and Micron to manufacture on American soil, securing both economic and national security interests.The clip offers an exclusive glimpse into the duo's investment process, showing how understanding both company fundamentals and macro trends is crucial when trading volatile AI chip stocks.*Key topics covered:* Why TSMC (TSM) is a linchpin for AI and chip stocks globally Strategic options trading and timing entries during stock pullbacks The impact of TSMC's earnings reports and catalyst events Geopolitical forces shaping the chip industry U.S. initiatives to control and secure semiconductor supply chains Reflections on Warren Buffett's TSMC involvement and industry insightsWhether you're a seasoned investor or new to the chip stock game, this Market Mondays clip provides invaluable inside perspective on what's shaping the market for AI and semiconductor stocks right now!*Don't forget to like, comment, and subscribe for more real-time market analysis, investing tips, and discussions on global trends every week!**#MarketMondays #TSMC #SemiconductorStocks #AIStocks #OptionsTrading #Investing #StockMarket #Geopolitics #ChipStocks #SupplyChain #WarrenBuffett #Nvidia #Broadcom #AMD*---

Today, humanity is thriving, but there are fears the good times will not last. Will tomorrow be better than today? Those arguing “yes” say people have better access to resources and technological advances are making us more prosperous. Those arguing “no” say there are widening socio-economic disparities, our globalized world is bound to collapse, and we're not doing enough to fight climate change. Now we debate: Will the Future Be Abundant?  Arguing Yes: Peter Diamandis, Founder and Executive Chairman of the XPRIZE Foundation    Arguing No: Peter Zeihan, Geopolitical Strategist  Xenia Wickett, Geopolitical strategist and moderator at Wickett Advisory and Trustee of Transparency International UK, is the guest moderator.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

Geopolitical tensions are stoking investor interest in shipping stocks as supply-demand dynamics turn more favorable for tanker and dry-bulk operators heading into 2026. Global containerliners, however, face a tougher outlook, with freight rates struggling to find support amid capacity growth outpacing demand. In this bonus episode of the Talking Transports podcast Bloomberg Intelligence senior freight transportation and logistics analyst Lee Klaskow hosts a panel with Fredrik Dybwad of Fearnley Securities and Kristoffer Barth Skeie of Arctic Securities. The analysts discuss rates, trade tensions, emissions goals, order books and their top investment ideas across the global marine shipping industry. The panel was recorded at a Bloomberg Intelligence event during London International Shipping Week on Sept. 16.See omnystudio.com/listener for privacy information.

10/15/25: Joel Heitkamp is joined by Dr. Kari Heerman for a conversation on worldwide trade policies. Kari is a senior fellow and director of Trade and Economic Statecraft at the Brookings Institution. Previously, Dr. Heerman was acting chief economist in the Office of the Chief Economist at the U.S. Department of State. Kari Heerman will present "Geopolitical Implications of Trade Policies" in the Human Progress and Flourishing Workshop on Friday October 17th at 10 AM. This event is free and open to all members of the NDSU community and the public. (Joel Heitkamp is a talk show host on the Mighty 790 KFGO in Fargo-Moorhead. His award-winning program, “News & Views,” can be heard weekdays from 8 – 11 a.m. Follow Joel on X/Twitter @JoelKFGO.)See omnystudio.com/listener for privacy information.

The latest episode of our WellSaid podcast dives deep into the world of climate investing and the transformative role of AI in driving sustainable solutions.2:00 Global climate policy environment5:45 Climate investments as problem solvers9:07 Assessing climate tech company fundamentals11:25 How AI is driving climate innovation13:50 Global competition for climate tech dominance16:25 Geopolitical dynamics21:35 Climate solutions as national security priorities25:05 Growing climate demand in emerging markets Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As global supply chains undergo transformation and investment patterns shift, China has taken on a dual role in the world economy — as both a magnet for foreign enterprises and an increasingly influential outbound investor, said experts and executives.专家与企业高管表示，在全球供应链深度调整、投资格局加速演变的背景下，中国在世界经济中扮演着双重角色——既是吸引外资企业的“磁石”，也是影响力持续提升的对外投资主体。This signals not only continuity in the country's opening-up policy, but also a deeper transformation — that China is no longer just a participant in global growth, but is becoming a co-architect of it, they said.他们指出，这不仅体现中国对外开放政策的连续性，更标志着深层次转型：中国已不再是全球经济增长的单纯参与者，正逐步成为全球经济发展的共同构建者。What draws foreign companies today is not the promise of low costs, but the chance to innovate, to test ideas in a vast and demanding market, and to use China as a springboard into global competition.如今吸引外资企业的，不再是低成本优势，而是创新机遇、在庞大且高要求市场中验证理念的可能，以及以中国为跳板参与全球竞争的广阔空间。"China remains the top target market for enterprises expanding their global trade layout, with 44 percent of global enterprises selecting China as their first choice for expansion," said David Liao, co-chief executive for Asia and the Middle East at HSBC.汇丰银行亚洲及中东联席首席执行官廖宜建表示：“中国仍是企业拓展全球贸易布局的首要目标市场，44%的全球企业将中国选为海外扩张的首选地。”Citing survey data, he added that 40 percent of global firms are either already increasing or planning to increase their manufacturing footprint in China over the next two years. "These findings highlight that China remains a hot spot for international investment and occupies a central position in the global trade landscape."他援引调研数据补充道，未来两年，40%的全球企业已在增加或计划增加在华制造业布局。“这些数据充分说明，中国仍是国际投资的热点地区，在全球贸易格局中占据核心地位。”That reality is reflected in the way executives describe the market. Many call it a touchstone for development.企业高管对中国市场的评价，也印证了这一现实——许多人将中国视为发展的“试金石”。ABB CEO Morten Wierod said China is the cornerstone of ABB's business, with Xiamen, Fujian province becoming its largest global manufacturing base and innovation center.ABB集团首席执行官史毕福称，中国是ABB业务发展的基石，其中福建省厦门市已成为ABB全球最大的制造基地与创新中心。The same pattern plays out in life sciences and healthcare. Anita Wei, vice-president of External Affairs at Danaher China, said her company's "Double Innovation Engine" strategy is built on deep localization.在生命科学与医疗健康领域，这一趋势同样显著。丹纳赫中国政府事务副总裁韦春艳表示，丹纳赫的“双创新引擎”战略根植于深度本土化。"We aim to achieve 80 percent of sales revenue from localized production and 80 percent of raw material sourcing from the Chinese market," she explained. "This allows our research and development teams to respond directly to clinical needs in China and then promote those solutions globally."“我们目标实现80%的销售收入来自本土化生产，80%的原材料采购源自中国市场，”她解释道，“这让我们的研发团队能够直接响应中国临床需求，并将这些解决方案推向全球市场。”Wei emphasized that the company's commitment is also about long-term trust. "China's continuous opening-up and improving business environment give us the confidence to keep investing. We are committed to building long-term, trusted partnerships that address global challenges together."韦春艳强调，企业的投入也源于对中国市场的长期信任。“中国持续扩大开放、不断优化营商环境，给了我们持续投资的信心。我们致力于构建长期互信的合作伙伴关系，共同应对全球挑战。”Other foreign companies have adopted similar strategies.其他外资企业也采取了类似策略。Zhao Bingdi, president of Panasonic China, described the shift by saying that China is not only a manufacturing center for Panasonic, but also an innovation hub, and that the Japanese firm is transitioning from "in China, for China" to "in China, for global" with the aim of leveraging the competitive edge honed in China for Southeast Asia and beyond.松下电器（中国）总裁赵炳弟这样描述战略转变：中国对松下而言，不仅是制造中心，更是创新枢纽。这家日本企业正从“在中国，为中国”向“在中国，为全球”转型，旨在将在中国市场打磨的竞争优势延伸至东南亚及更广泛地区。These strategies have been underpinned by policy.这些战略的落地，离不开政策的有力支撑。China has steadily opened doors wider, reducing national and free trade zone negative lists for foreign investment to 29 and 27 items, respectively. Restrictions on manufacturing investment have been removed, while pilot programs in cloud computing, biotechnology and wholly foreign-owned hospitals are underway. Procurement, IP protection, data flows and tax incentives are all being fine-tuned to create a more predictable business climate.中国持续扩大对外开放：全国和自由贸易试验区外资准入负面清单分别缩减至29项、27项；制造业领域外资限制全面取消；云计算、生物技术、外资独资医院等领域试点有序推进。与此同时，中国还在采购管理、知识产权保护、数据流动、税收优惠等方面不断优化，为市场营造更可预期的发展环境。If inbound investment illustrates how China strengthens multinationals, outbound investment shows how Chinese firms are reshaping international markets. In 2024, outward direct investment reached $192.2 billion, bringing cumulative stock above $3.14 trillion. For the 13th year in a row, China ranked among the world's top three investors, according to the 2024 statistical bulletin of outward foreign direct investment.如果说吸引外资体现了中国如何助力跨国企业发展壮大，那么对外投资则展现了中国企业如何重塑国际市场格局。《2024年中国对外直接投资统计公报》显示，2024年中国对外直接投资规模达1922亿美元，累计对外直接投资存量突破3.14万亿美元，连续13年位居全球对外投资前三行列。In total, by the end of 2024, 34,000 Chinese investors had established 52,000 overseas enterprises in 190 countries and regions, including 19,000 in Belt and Road Initiative partner countries.截至2024年底，中国3.4万家投资者在全球190个国家和地区设立了5.2万家境外企业，其中在“一带一路”合作伙伴国家设立企业1.9万家。Hungary illustrates China's new depth of global cooperation, particularly with countries participating in the BRI. From 2014 to 2024, Chinese enterprises invested close to $20 billion in Hungary, creating more than 30,000 local jobs in sectors such as automotive batteries and intelligent logistics. These projects have not only delivered advanced technologies, but also strengthened Hungary's position in Europe's industrial chain.匈牙利的案例，彰显了中国全球合作的新深度，尤其是与“一带一路”参与国的合作成果。2014年至2024年，中国企业在匈牙利投资近200亿美元，在汽车电池、智能物流等领域创造当地就业岗位超3万个。这些项目不仅带来了先进技术，更提升了匈牙利在欧洲产业链中的地位。In Egypt's TEDA Suez Economic and Trade Cooperation Zone, Chinese enterprises have built integrated clusters centered on high-end manufacturing and logistics — a "localized production+global sales" model that has spurred industrial upgrading and job creation, earning praise from the Egyptian government.在埃及泰达苏伊士经贸合作区，中国企业打造了以高端制造、物流为核心的产业综合体，形成“本土化生产+全球化销售”模式。这一模式推动当地产业升级、创造大量就业，得到埃及政府高度认可。The energy sector tells a similar story.能源领域亦呈现相似态势Wang Pengcheng, president of Hithium Energy Storage Technology Co, said, "The global energy storage market is experiencing rapid growth, and Hithium Energy is building a global full-chain capability from materials and product systems to system integration and full-station services, providing customized integrated solutions for global customers." The company's shipments have grown at a compound annual rate of 167 percent over the past three years, with demand rising fast in the United States, Europe, and the Middle East.海辰储能科技股份有限公司总裁王鹏程表示：“全球储能市场正迎来快速增长，海辰储能正构建从材料、产品系统到系统集成、全站服务的全球全链条能力，为全球客户提供定制化综合解决方案。”过去三年，该公司出货量复合年增长率达167%，在美国、欧洲、中东等地区的市场需求增长迅猛。Smooth two-way capital flows depend on a robust financial system that can provide not only funding, but also risk protection and efficiency for cross-border activities.双向资本的顺畅流动，离不开健全的金融体系支撑——它不仅能提供资金支持，更能为跨境经贸活动提供风险保障与效率提升服务。"Outbound investment always involves the movement of capital across borders, and financial institutions are now participating in more diverse ways," said Zhou Mi, a senior research fellow at the Chinese Academy of International Trade and Economic Cooperation.中国国际贸易促进委员会国际贸易经济合作研究院高级研究员周密指出：“对外投资必然涉及跨境资本流动，当前金融机构的参与方式正日趋多元。”Zhou outlined three avenues of support. "First, banks can provide direct financing — loans that help enterprises participate in overseas projects or place large orders. Second, risk-protection products such as investment insurance reduce uncertainty for firms abroad. Last, trade-related financing tools, like buyer's credit, can lower the costs of running international operations."周密进一步阐述了金融支持的三大路径：“首先，银行可提供直接融资支持，通过贷款助力企业参与海外项目或承接大额订单；其次，投资保险等风险保障产品能降低企业海外经营的不确定性；最后，买方信贷等贸易融资工具可减少企业开展国际业务的成本。”Zhou believes that services will only grow more localized and innovative. "Many Chinese and international banks are expanding their global presence, which allows them to provide on-the-ground services. At the same time, new tools — such as stablecoins and faster cross-border payment systems — are emerging to make capital flows more efficient," he said. "Of course, cross-market risks remain, and the key will be ensuring that financial capital and real-economy capital complement each other to drive innovation. That balance requires constant adjustments."在周密看来，金融服务的本土化与创新化水平将持续提升。“众多中资银行与国际银行正加速拓展全球布局，以便提供在地化服务。与此同时，稳定币、高效跨境支付系统等新型工具不断涌现，推动资本流动效率提升，”他表示，“当然，跨市场风险依然存在，关键在于确保金融资本与实体经济资本相互补充、共同驱动创新。这一平衡需要持续调整优化。”The trend was clear at this year's China International Fair for Investment and Trade last month, where banks introduced instant transaction platforms and insurers offered tailored risk products for projects in politically complex regions.上月举办的本届中国国际投资贸易洽谈会（简称“投洽会”）上，这一趋势体现得尤为明显：银行机构推出即时交易平台，保险机构则针对政治环境复杂地区的项目定制专属风险保障产品。Liao of HSBC added that the Panda Bond market has become a vital channel for foreign companies raising capital in China. "Since 2005, the Panda Bond market had recorded an accumulated issuance size of over 1 trillion yuan ($140 billion) as of July. The ready availability of domestic fundraising tools reduces financing costs and accelerates the expansion of the footprint of multinational companies in China," Liao said. "It also helps optimize their asset-liability structures and improve overall capital allocation efficiency."汇丰银行的廖宜建补充道，熊猫债市场已成为外资企业在华融资的重要渠道。“自2005年以来，截至今年7月，熊猫债市场累计发行规模已突破1万亿元人民币（约合1400亿美元）。便捷的在华融资工具不仅降低了融资成本，还助力跨国企业加速拓展在华业务布局，”廖宜建说，“这同时有助于企业优化资产负债结构，提升整体资金配置效率。”Finance is the bloodstream of two-way investment, but innovation is the heartbeat. Both inbound and outbound flows increasingly target high-tech fields, from artificial intelligence and robotics to green energy. That matches China's strategy of high-quality growth and the world's demand for greener, smarter solutions.金融是双向投资的“血脉”，而创新则是其“心跳”。无论是外资流入还是对外投资，均日益向人工智能、机器人、绿色能源等高科技领域集聚。这既契合中国高质量发展战略，也顺应了全球对更绿色、更智能解决方案的需求。That perspective is increasingly shared by foreign executives, who point to China's blend of policy support, market demand and industrial supply chains as a foundation for technological progress.越来越多外资企业高管认同这一观点，他们认为中国的政策支持、市场需求与产业供应链形成合力，为技术创新奠定了坚实基础。Events such as CIFIT showcase two-way investment results. More than 1,100 cooperation projects, with a combined value of 644 billion yuan, were signed at the fair this year.中国国际投资贸易洽谈会等平台，正是双向投资成果的重要展示窗口。本届投洽会共签约1100多个合作项目，总金额达6440亿元人民币。While China's dual role in global capital flows has already delivered results, challenges remain. Geopolitical frictions, divergent regulatory system, and rising protectionism all weigh on the investment outlook.尽管中国在全球资本流动中扮演的双重角色已成效初显，但挑战依然存在。地缘政治摩擦、监管体系差异、保护主义抬头等因素，均对投资前景构成压力。Even so, with its vast market, comprehensive supply chains, and growing financial and innovation ecosystems, China is well placed to deepen two-way cooperation.即便如此，凭借庞大的市场规模、完备的供应链体系，以及不断完善的金融与创新生态，中国具备深化双向合作的坚实基础，未来可期。cumulative/ˈkjuːmjələtɪv/adj.累积的；累计的honed/həʊnd/adj.经过磨练的；打磨robust/rəʊˈbʌst/adj.强健的；健全的；稳固的divergent/daɪˈvɜːdʒənt/adj.不同的；有分歧的；相异的

Tanker and dry-bulk operators are positioned to weather freight-market volatility into next year. Supply-demand dynamics favor tankers, while dry bulk is having a better-than-expected 2H on higher thermal-coal demand. That was underscored at a Bloomberg Intelligence event in London, where BI senior analyst Lee Klaskow sat down with Scorpio Tankers President Robert Bugbee and Star Bulk President Hamish Norton for this Talking Transports episode. Geopolitical events pose significant headline risks for both markets. Tanker demand looks promising on increased production from OPEC+ and the backpedaling of various US regions’ environmental and emissions regulations. The supply picture also appears more supportive for dry bulkers, with steadily rising port congestion and about 20% of operational vessels nearing 15-year inspections. We also discuss USTR fees, emissions and supply-demand dynamics.See omnystudio.com/listener for privacy information.

Why did The US offer a $20 billion bailout to Argentina? Are there clear cut takeaways for investors? Confluence Chief Market Strategist Patrick Fearon-Hernandez joins Phil Adler to tackle these questions.

749,960 views Streamed live on Oct 7, 2025 #AFU #UN #Arestovich #Shelest #Sobchak #Zelensky #war #Putin*Fundraiser for a pickup truck for the 22nd Separate Mechanized Brigade

Join Tommy Shaughnessy as he speaks with Mike McCormick, founder of Halcyon, about the urgent intersection of AI acceleration and safety. Mike shares his path from venture capital to launching a hybrid nonprofit–fund model focused on securing advanced AI systems. They dive into mechanistic interpretability, global competition for AGI, and what a safe superintelligence future could look like. Can we build superintelligence safely? How do we balance innovation with existential risk? And what happens to humanity when AGI arrives?Halcyon Futures: https://halcyonfutures.org

Hey guys, what you are about to listen to is basically a “what if” Japan performed Hokushin-ron instead of Nanshin-ron, ie: What if Japan invaded the USSR during WW2? Before I jump into it I just want to thank all of you that signed up for the patreon, you guys are awesome. Please leave a comment on this episode to let me know what more you want to hear about in the future. With all of that said and done lets jump right into it.   Part 1 The Geopolitical context   Ok so, one of the questions I get the most is, what if Japan invaded the USSR. I've actually already tackled this subject, albeit lightly with Cody from AlternatehistoryHub and once with my friend Eric. Its too complicated to give a real answer, a lot of this is guess work, though I really will try to provide hard numbers. I think off the bat something needs to be made clear since we are dealing with alternate history. I am not doing a “what if Japan developed completely different, or what if the IJA got their way in the early 1930's” no no, this is going to be as realistic as possible…even though this is batshit crazy.    Japan faced the decision of whether to go to war with the USSR in 1941 during Operation Barbarossa. They held meetings, made plans, and ultimately it was decided they would not engage the Soviets. Our scenario will follow exactly what they did to a T, but when the made the decision not to go to war, we will see them go to war.    Now before I jump into our this timeline, I think its very important to explain the actual situation Japan faced in 1941. There were two major strategies that emerged during the 1930's within the Japanese military. Many junior officers in the IJA favored the Hokushin-ron “northern strike” strategy against the USSR. Many officers in the IJN with some in the IJA favored the Nanshin-ron “southern strike” strategy, to seize the resource rich dutch east indies by invading Southeast Asia and the Pacific. The idea of Hokushin-ron was to perform an invasion into Southern Siberia and outer mongolia ending around Lake Baikal where they would set up defenses. They had already tried to establish this during the Russian civil war as part of the Siberian Intervention, but failed to create a buffer state. From 1935-1939 there were 108 border clashes between the USSR and Japan. In 1938 one of these border clashes turned into quite a catastrophe, it was called the battle of Lake Khasan.  The Soviets suffered nearly 800 deaths, more than 3000 wounded, perhaps nearly 50 tanks were destroyed with another 100 damaged. The Japanese suffered about 600 deaths with 2500 wounded. The result ultimately was a ceasefire, but for the Kwantung army it seemed to them like a victory. In May of 1939 they had a much larger and more famous battle known as the battle of Khalkhin Gol.  During the early part of the battle the IJA sent 80 tanks crossing over Khalkhin Gol, driving the Soviets back towards Baintsagan Hill. Zhukov was waiting for the attack and sent 450 tanks and armored cars unsupported by infantry to attack the IJA from three sides. The IJA were practically encircled and lost half their armored units as they struggled to fight back as it withdrew. The two armies spared for the next 2 weeks along the east bank of the Khalkhin Gol. Problem was the Japanese were having issues getting their supplies to the area as they lacked motor transport while Zhukov whose army was over 460 miles away from its base of supply had 2600 trucks supplying them. On july 23rd the Japanese launched attacks supported by artillery and within two days they had consumed half their ammunition stores. The situation was terrible, they suffered 5000 casualties and made little progress breaking the Soviet lines. Zhukov then unleashed an offensive on august 20th using over 4000 trucks to transport supplies from Chita base. He assembled around 500 tanks, 550 fighters and bombers and his 50,000 infantry supported by armored cars. This mechanized force attacked the Japanese first using artillery and the aircraft as his armor and infantry crossed the river. The IJA were quickly flanked by the fast moving Soviet armor and encircled by August 25th. The IJA made attempts to break out of the encirclement but failed. They refused to surrender despite overwhelming artillery and aerial bombardment; by the 31st the Japanese forces on the Mongolian side of the border were destroyed. The Japanese suffered nearly 20,000 casualties, the lost 162 aircraft, 29 tanks, 7 tankettes, 72 artillery pieces a large number of vehicles. The Soviets took a heavy hit also suffering almost 25,000 casualties, 250 aircraft, 250 tanks, 133 armored cars, almost 100 artillery pieces, hundreds of vehicles. While these numbers make it seem the Japanese did a great job, you need to consider what each party was bringing to this fight. The Japanese brought roughly 30,000 men, 80 tanks and tankettes, 400 aircraft, 300 artillery pieces, 1000 trucks. The Soviets brought nearly 75,000 men, 550 tanks, 900 aircraft, 634 artillery pieces, 4000 trucks. There are some sources that indicate the IJA brought as many artillery rounds as they could muster from Japan, Manchuria and Korea, roughly 100,000 rounds for the operation. The Soviets fired 100,000 rounds per day. A quick look at wikipedia numbers, yes I know its a no no, but sometimes its good for quick perspectives show: USSR: Bomber sorties 2,015, fighter sorties 18,509; 7.62 mm machine gun rounds fired 1,065,323; 20 mm (0.80 in) cannon rounds expended 57,979; bombs dropped 78,360 (1,200 tons). Japan: Fighter/bomber sorties 10,000 (estimated); 7.7 mm (0.30 in) machine gun rounds fired 1.6 million; bombs dropped 970 tons. What I am trying to say is there was an enormous disparity in military production. And this is not just limited to numbers but quality. After the battle the Japanese made significant reforms. They increased tank production from 500 annually to 1200. The Japanese funded research into new anti-tank guns, such as the Type 1 47 mm. They mounted this gun to their Type 97 Chi-Ha tanks, the new standard medium tank of the IJA. Because of the tremendous defeat to Soviet armor they send General Yamashita to Germany to learn everything he could about tank tactics. But they simply could not produce enough tanks to ever hope to match 10% of the USSR. The Soviets had mostly been using T-26's, BT-5's and BT-7's who were crudely made, but made en masse. The Japanese would find most of their tank models with less effective range, less armor and some with less penetration power. It took the Japanese a hell of a lot more time to produce tanks, they were simply not on par with the Soviets in quantity or quality. Their tank tactics, albeit improved via Yamashita after 1939, were still nothing compared to the Soviets.  The major outcome of the battle of Lake Khasan and Khalkhin Gol was the abandonment of the hokushin-ron strategy and adoption of the nanshin-ron strategy. But, that didnt mean Japan did not have a plan in case they had to go to war with the USSR. Part 2 Kantōgun Tokushu Enshū Kantōgun Tokushu Enshū or the Kwantung Army Special Maneuvers was an operational plan created by the General Staff of the IJA for an invasion of the Russian Far East to capitalize on Operation Barbarossa. Here our story truly begin. Between 1938-1939 the IJA General Staff and Kwantung Army formed two “Hachi-Go” plans. Variants A and B examined the possibility of an all out war with the USSR beginning in 1943. In both plans they expected to be facing 60 Soviet divisions, while they could deliver 50 divisions, delivered incrementally from China and Japan. Plan A called for attacks across the eastern and northern borders of Manchuria while maintaining a defensive stance in the west. Plan B, much more ambitious, called for striking into the vast steppe between the Great Khingan Mountains and Lake Baikal, hoping to cut off the trans-siberian railway. If this was done successfully it was believed the whole of European Russia would be doomed to be defeated in detail. Defeated in detail means to divide and conquer. This battle would take place over 5000 kilometers with Japan's final objective being to advance 1200 km into the USSR. That dwarves Operation Barbarossa in distance, let that sink in. Both plans faced impossible odds. First of all the railway networks in Manchuria were not sufficiently expanded for such far reaching offensives, especially for plan B. Furthermore the 50 divisions required for them would be impossible to come by, since 1937 Japan was bogged down in a war with China. When Japan went to war with the west in 1941 she had 51 divisions. She left the base minimum in China, 35 divisions and tossed nearly 20 into southeast asia and the pacific. On top of not having the men, the IJA estimated a fleet of 200,000 vehicles would be necessary to sustain an offensive to Lake Baikal. That was twice the number of military vehicles Japan had at any given time. After the battle of Khalkhin Gol, plan B was completely abandoned. Planning henceforth focused solely on the northern and eastern fronts with any western advance being limited in scope. Now Japan formed a neutrality pact with the USSR because of her defeat at Khalkhin Gol and Molotov Ribbentrop pact between Germany and the USSR. The Molotov Ribbentrop Pact came as a bitter and complete surprise to Japan. It pushed Japan to fully adopt the Nanshin-ron strategy and this began with her invasion of French IndoChina, which led the United Kingdom, the Netherlands and United States to embargo her. The Netherlands Dutch East Indies refused to sell oil to Japan, the UK refused to sell oil from Burma and the US gradually cut off selling oil to Japan, with her oil exports alone being 80% of Japans supply, the rest from the Dutch east indies. The United States also placed an embargo on scrap-metal shipments to Japan and closed the Panama Canal to Japanese shipping. 74.1% of Japan's scrap iron came from the United States in 1938, and 93% of Japan's copper in 1939. Other things like Rubber and tin were also off the table, as this was mostly acquired from British held Malaya and the Dutch East Indies.    Now the crux of everything is the China War. Japan was stuck, she needed to win, in order to win she needed the resources she was being denied. The only logical decision was to attack the places with these resources. Thus until 1941, Japan prepared to do just that, investing in the Navy primarily. Then in June of 1941, Hitler suddenly informs the Japanese that he is going to invade the USSR. The Japanese were shocked and extremely angry, they nearly left the Tripartite Pact over the issue. This unprecedented situation that ushered in the question, what should Japan do? There were those like Foreign Minister Yosuke Matsuoka who argued they must abandon the neutrality pact and launch a simultaneous offensive with the Germans against the USSR. The IJA favored this idea….because obviously it would see them receiving more funding as the IJN was currently taking more and more of it for the Nanshin-ron plans. But this is not a game of hearts of Iron IV, the Japanese government had to discuss and plan if they would invade the USSR….and boy it took awhile. I think a lot of you will be very disappointed going forward, but there is no grand unleashing of a million Japanese across the borders into the Soviet Far East, in the real world there is something called logistics and politics.    The Japanese military abided by a flexible response policy, like many nations do today. Theres was specifically called the Junbi Jin Taisei or “preparatory formation setup”. Japan would only go to war with the USSR if favorable conditions were met. So in our timeline the Junbi Jin encountered its first test on June 24th when the IJA/IJN helped a conference in the wake of operation barbarossa. A compromise was made allowing the IJA to prepare an invasion plan if it did not impede on the nanshin-ron plans. There was those in the IJA who argued they should invade the USSR whether conditions were favorable or not, there were those who only wanted to invade if it looked like the USSR was on the verge of collapse. One thing agreed upon was if Japan unleashed a war with the USSR, the hostilities needed to be over by mid-October because the Siberian climate would hit winter and it would simply be impossible to continue. The IJA needed 60-7 days to complete operational preparations and 6-8 weeks to defeat the Soviets within the first phase of the offensive. Here is a breakdown of what they were thinking: 28 June: Decide on mobilization 5 July: Issue mobilization orders 20 July: Begin troop concentration 10 August: Decide on hostilities 24 August: Complete readiness stance 29 August: Concentrate two divisions from North China in Manchuria, bringing the total to 16 5 September: Concentrate four further divisions from the homeland, bringing the total to 22; complete combat stance 10 September (at latest): Commence combat operations 15 October: Complete first phase of war   The plan called for 22 divisions (might I add my own calculations of 20 divisions were pretty spot on), with roughly 850,000 men, including Manchukuo allies, supported by 800,000 tons of shipping. The Japanese hoped the Soviets would toss at least half their forces in the Far East, perhaps 2/3rd of their armor and aircraft against the Germans giving them a 2-1 superiority. Even the 22 divisions was questionable, many in the war ministry thought only 16 divisions could be spared for such a venture, something only suitable for mop up operations in the aftermath of a German victory along the eastern front. It was clear to all, Japan needed perfect conditions to even think about performing such a thing.    The War hawks who still sought to perform Hokushin-ron tried to persaude Hideki Tojo on july 5th to go through with a new plan using a total of 25 divisions. This plan designated “Kantogun Tokushu Enshu or Kantokuen” would involve 2 phases, a buildup and readiness phase and an offensive phase. On July 7th they went to Hirohito for his official sanction for the build up. Hirohito questioned everything, but gradually relented to it. The plan was nearly identical to the former plans, banking on the Soviets being unable to reinforce the Far East because of Germany's progress. The level of commitment was scaled down somewhat, but still enormous. Again a major looming issue was the Manchurian railways that would need to be expanded to accomodate the movement of men and supplies. This meant the construction of port facilities, military barracks, hospitals and such. Kantokuen would begin with a initial blow against the Ussuri front, targeting Primorye and would be followed up by a northern attack against Blagoveshchensk and Kuibyshevka. The 1st area army, 3rd and 20 armies with the 19th division of the Korean army would penetrade the border south of Lake Khanka to breach the main soviet defensive lines, thus threatening Vladivostok. The 5th army would strike south of Dalnerechensk to complete the isolation of the maritime province, sever the trans-sierian railway and block Soviet reinforcements. The 4th army would attack along the Amur river before helping out against Blagoveshchensk. Two reinofrced divisions would invade Sakhalin from land and sea. The second phase would see the capture of Khabarovsk, Komsomolsk, Skovorodino, Sovetskaya Gavan, and Nikolayevsk. Additionally, amphibious operations against Petropavlovsk-Kamchatsky and other parts of the Kamchatka Peninsula were contemplated.   It was agreed the operation could only afford 24 divisions, with 1,200,000 men, 35,000 vehicles, 500 tanks, 400,000 horses and 300,000 coolies. The deployment of thse forces would mean the western front facing Mongolia and the Trans-baikal region would be pretty much open, so delaying actions would have to be fought if the soviets performed a counter offensive there. Air forces were critical to the plan. They sought to dispatch up to roughly 2000 aircraft cooperating with 350 naval aircraft to launch a sudden strike against the Soviet Far East Air Force to knock them out early.    The Soviet Far East had two prominent weaknesses to be exploited. Number 1 was Mongolia's 4500 km long horeshoe shaped border. Number 2 was its 100% dependency on European Russia to deliver men, food and war materials via the trans-siberian railway. Any disruption of the trans-siberian railway would prove fatal to the Soviet Far East.    Now as for the Soviets. The 1930's and early 1940's saw the USSR take up a defensive policy, but retained offensive elecments as well. Even with the German invasion and well into 1942, the Soviets held a strategy of tossing back the IJA into Manchuria if attacked. The primary forces defending the Far east in 1941 were the Far Eastern and Trans-Baikal Fronts, under the command of Generals Iosif Apanasenko and Mikhail Kovalyov. The Trans-Baikal front held 9 divisions, including 2 armored, a mechanized brigade and a heavily fortified region west of the Oldoy River near Skovorodino had a garrison. The Far Eastern Front had 23 divisions including 3 armored, 4 brigades and 11 heavily fortified regions with garrisons including Vladivostok. Altogether they had 650,000 men, 5400 tanks, 3000 aircraft, 57,000 vehicles, 15,000 artillery pieces and nearly 100,000 horses. By 1942 the Vladivostok sector had 150 artillery pieces with 75 -356 mm calibers organized into 50 batteries. As you can imagine after Operation Barbarrosa was unleashed, things changed. From June to December, roughly 160,000 men, 3000 tanks, 2670 artillery pieces, 12,000 vehicles and perhaps 1800 aircraft were sent to deal with the Germans. Despite this, the Soviets also greatly expanded a buildup to match the apparent Japanese buildup in Manchuria. By July 22nd 1941 the Far Eastern and Trans-Baikal Fronts were to be raised by 1 million men for august. By December it was nearly 1.2 million. Even the Soviet Far East Navy saw an increase from 100,000 men to 170,000 led by Admiral Yumashev. The Soviet Mongolian allies were capable of manning about 80,000, though they lacked heavy equipment.    Thus if this war broke out in September the Soviets and Mongolians would have just over a million men, with 2/3rds of them manning the Amur-Ussuri-Sakhalin front, the rest would defend Mongolia and the Trans-Baikal region. Even though the war against the Germans was dire, the Soviets never really gave up their prewar planning for how to deal with the Japanese. There would be an all-out defense over the border to prevent any breach of Soviet territory. The main effort would see the 1st and 25th armies holding a north-south axis between the Pacific ocean and Lake Khanka; the 35th army would defend Iman; the 15th and 2nd Red Banner armies would repel the Japanese over the Amur River; and other forces would try to hold out on Sakhalin, Kamchatka and the Pacific coast. The Soviets had constructed hundreds of fortified positions known as Tochkas along the border. Most of these were hexagonal concrete bunkers contained machine gun nests and 76 mm guns. The fortified regions I mentioned were strategically placed forcing the Japanese to overcome them via frontal attacks. This would require heavy artillery to overcome. Despite the great defensive lines, the Soviets did not intend to be passive and would launch counteroffensives. The Soviet air force and Navy would play an active role in defeating a Japanese invasion as well. The air force's objetice would be to destroy the Japanese air force in the air and on the ground, requiring tactical ground attack mission. They would also destroy key railways, bridges and airfields within Manchuria and Korea alongside intercepting IJN shipping. Strategic bombing against the home islands would be limited to under 30 DB-3's who could attack Tokyo, Yokosuka, Maizuru and Ominato. The Soviet Navy would help around the mouth of the Amur River, mine the Tatar Strait and try to hit any IJN ships landing men or materials across the Pacific Coasts.    Japan would not be able to continue a land war with the USSR for very long. According to Japanese military records, in 1942 while at war they were required to produce 50 Kaisenbun. A Kaisenbun is a unit of measurement for ammunition needed for a single division to operate for 4 months. Annual production never surpassed 25 kaisenbun with 100 in reserve. General Shinichi Tanaka estimated for an operation against the USSR 3 Kaisenbun would be needed per divisions, thus a total of 72 would be assigned to 24 divisions. This effectively meant 2/3rds of Japans ammunition stockpile would be used on the initial strike against the USSR. Japan would have been extremely hard pressed to survive such a war cost for 2 years.    Now in terms of equipment Japan had a lot of problems. During the border battles, Japanese artillery often found itself outranged and grossly under supplied compared to the Soviet heavier guns. Despite moving a lot of men and equipment to face the Germans, the Red Army maintained a gross superiority in armor. The best tank the Kwantung Army had in late 1941 was the Type 97 Chi-Ha, holding 33mm armor with a low velocity 57 mm gun. There was also Ha-Go and Te-Ke's with 37 mm guns but they had an effective range less than 1 km.   The Soviet T-26, BT-5 and BT-7's had 45 mm guns more than capable of taking out the Japanese armor and the insult to injury was they were crudely made and very expendable. Every Japanese tank knocked out was far greater a loss, as Japan's production simply could not remotely match the USSR. For aircraft the Japanese were a lot better off. The Polikarpov I-16 was the best Soviet fighter in the Far East and performed alright against the Nakajima Ki-27 at Khalkhin Gol. The rest of the Soviet air arsenal were much older and would struggle. The Soviets would have no answer to the IJN's Zero fighter or the IJA's high speed KI-21 bomber that outraced the Soviet SB-2. Japanese pilots were battle hardened by China and vastly experienced.   Another thing the Japanese would have going for them was quality of troops. The Soviets drained their best men to fight the Germans, so the combat effectiveness in the far east would be less. Without the Pacific War breaking out, some of Japan's best Generals would be brought into this war, of course the first one that comes to mind for me is General Yamashita, probably the most armor competent Japanese general of ww2.    Come August of 1941 those who still sought the invasion of the USSR were facing major crunch time. The IJA planners had assumed the Soviets would transfer 50% or more of their power west to face the Germans, but this was not the case. By August 9th of 1941, facing impossible odds and with the western embargos in full motion, in our timeline the Japanese Hokushin-Ron backers gave up. But for the sake of our story, for some batshit insane reason, the Japanese military leadership and Hirohito give the greenlight for an invasion on August 10th.   Part 3 the catastrophe   So to reiterate the actual world plan had    10 August: Decide on hostilities 24 August: Complete readiness stance 29 August: Concentrate two divisions from North China in Manchuria, bringing the total to 16 5 September: Concentrate four further divisions from the homeland, bringing the total to 22; complete combat stance 10 September (at latest): Commence combat operations 15 October: Complete first phase of war   So what is key to think about here is the events of September. The Battle for Moscow is at the forefront, how does a Japanese invasion in the first week or two of September change things? This is going to probably piss off some of you, but Operation Typhoon would still fail for Germany.  In our time line the legendary spy Richard Sorge sent back information on Japan's decision to invade the USSR between August 25th to September 14th. On the 25th he informed Stalin the Japanese high command were still discussing whether to go to war or not with the USSR. On September 6th Stalin was informed the Japanese were beginning preparations for a war against the west. Then on September 14th, the most important message was relayed to Stalin "In the careful judgment of all of us here... the possibility of [Japan] launching an attack, which existed until recently, has disappeared...."[15]    With this information on hand from 23 June to 31 December 1941, Stalin transferred a total of 28 divisions west. This included 18 rifle divisions, 1 mountain rifle division, 3 tank divisions, 3 mechanized divisions and 3 mountain cavalry divisions. The transfers occurred mainly in June (11 divisions) and October (9 divisions).    Here we come to a crossroads and I am going to have to do some blunt predictions. Let's go from the most optimistic to the most pessimistic. Scenario 1) for some insane reason, Stalin abandons Moscow and moves his industry further east, something the Soviets were actively preparing during Operation Typhoon. This is not a defeat of the USSR, it certainly would prolong the war, but not a defeat. Now that seems rather silly. Scenario 2) Stalin attempts transferring half of what he did in our time line back to Moscow and the Germans fail to take it. The repercussions of course is a limited counteroffensive, it wont be as grand as in our timeline, but Moscow is saved. Scenario 3) and the most likely in my opinion, why would Stalin risk moscow for the Far East? Stalin might not transfer as many troops, but certainly he would have rather placed his chips in Moscow rather than an enemy literally 6000 km's away who have to cross a frozen desert to get to anything he cares about.  Even stating these scenarios, the idea the German army would have taken Moscow if some of the very first units from the far east arrived, because remember a lot of these units did not make it in time to defend moscow, rather they contributed to the grand counteroffensive after the Germans stalled. The German armies in front of Moscow were depleted, exhausted, unsupplied and freezing. Yes many of the Soviet armies at Moscow were hastily thrown together, inexperienced, poorly led and still struggling to regain their balance from the German onslaught. Yet from most sources, and by sources I mean armchair historian types argue, the Germans taking Moscow is pretty unlikely. And moscow was not even that important. What a real impact might have been was the loss of the Caucasus oil fields in early 1942, now that could have brought the USSR down, Moscow, not so much, again the Soviets had already pulled their industry further east, they could do it again.   So within the context of this Second Russo-Japanese War, figure the German's still grind to a halt, they don't take Moscow, perhaps Soviets dont push them back as hard, but the USSR is not collapsing by any means. Ok now before we talk about Japans invasion we actually need to look at some external players. The UK/US/Netherlands already began massive embargoes against Japan for oil, iron, rubber, tin, everything she needed to continue her war, not just against the USSR, but with over 35 divisions fighting in China. President Roosevelt was looking for any excuse to enter WW2 and was gradually increasing ways to aid Britain and the Soviets.  Now American's lend-lease program seriously aided the USSR during WW2, particularly the initial stages of the war. The delivery of lend-lease to the USSR came through three major routes: the Arctic Convoys, the Persian Corridor, and the Pacific Route. The Arctic route was the shortest and most direct route for lend-lease aid to the USSR, though it was also the most dangerous as it involved sailing past German-occupied Norway. Some 3,964,000 tons of goods were shipped by the Arctic route; 7% was lost, while 93% arrived safely. The Persian Corridor was the longest route, and was not fully operational until mid-1942. Thereafter it saw the passage of 4,160,000 tons of goods, 27% of the total. The most important was the Pacific Route which opened up in August of 1941, but became affected when Japan went to war with America. The major port was Vladivostok, where only Soviet ships could transport non-military goods some 8,244,000 tons of goods went by this route, 50% of the total. Vladivostok would almost certainly be captured by the Japanese in our scenario so it won't be viable after its capture. Here is the sticky part, Japan is not at war with the US, so the US is pretty much free to find different Pacific paths to get lend-lease to the Soviets, and to be honest there's always the Arctic or Persian corridors. Hell in this scenario America will be able to get supplies easily into China as there will be no war in Burma, hong kong, Malaya and such. America alone is going to really ruin Japans day by increasing lend-lease to the UK, China and the USSR. America wont be joining the war in 1941, but I would strongly wager by hook or by crook, FDR would pull them into a war against Germany, probably using the same tactic Woodrow Wilson did with WW1. This would only worsen things for Japan. Another player of course is China. Late 1941, China was absolutely battered by Japan. With Japan pulling perhaps even more troops than she did for the Pacific war to fight the USSR, Chiang Kai-Shek would do everything possible to aid his new found close ally Stalin. How this would work out is anyone's guess, but it would be significant as I believe America would be providing a lot more goodies.    Ok you've all been patient, what happens with the war? Japan has to deliver a decisive knock out blow in under 4-6 months, anything after this is simply comical as Japan's production has no resources. The oil in siberia is not even remotely on the table. The Japanese can't find it, would not be able to exploit it, let alone quick enough to use it for the war. Hell the Italians were sitting on oil in Libya and they never figured that out during WW2.   So Kantokuen is unleashed with an initial blow against the Primorye in the Ussuri Front followed by an assault against Blagoveshchensk and Kiubyshevka. The main soviet lines south of Lake Khanka are attacked by the Japanese 1st area army, 3rd and 20th armies and the 19th Korean division. This inturn threatens Vladivostok who is also being bombarded by IJA/IJN aircraft. The 5th Ija army attacks south of Dalnerechensk in an attempt to sever the trans-siberian railway, to block Soviet reinforcements and supplies. The 4th IJA army fords the Amur river to help with the assault of Blagoveshchensk. Meanwhile Sakhalin is being attacked from land and sea by two IJA divisions.  Despite the Soviets being undermanned the western front facing Mongolia and the Trans-Baikal region is wide up to an attack as its only defended by the 23rd IJA division, so a limited counteroffensive begins there. The Japanese quickly win air superiority, however the heavily fortified Tochkas are not being swept aside as the Japanese might have hoped. A major problem the Japanese are facing is Soviet artillery. The Japanese artillery already placed along the borders, initially performed well, crushing Tochkas in range, but when the Japanese begin advancing and deploying their artillery units they are outgunned perhaps 3-1, much of the Soviet artillery outranges them and the Soviets have a much larger stockpile of shells. Airpower is failing to knock out soviet artillery which is placed within Tochkas and other fortified positions with anti-aircraft guns. Without achieving proper neutralization or counter battery fire, the Japanese advance against the fortified Soviet positions. The Soviets respond shockingly with counterattacks. The 15th and 35th Soviet armies with the Amur Red Banner Military Flotilla toss limited counterattacks against both sides of the Sungari River, harassing the Japanese. While much of the soviet armor had been sent west, their light tanks which would be useless against the Germans have been retained in the far east and prove capable of countering the IJA tanks. The Soviets inflict tremendous casualties, however General Yamashita, obsessed with blitzkrieg style warfare he saw first hand in the west, eventually exploits a weak area in the line.Gradually a blitzkrieg punches through and begins to circle around hitting Soviet fortified positions from the rear. The Soviets knew this would be the outcome and had prepared to fight a defense in depth, somewhat managing the onslaught.  The trans-siberian railway has been severed in multiple locations close to the border area, however this is not as effective as it could be, the Japanese need to hook deeper to cut the line further away. In the course of weeks the Soviets are gradually dislodged from their fortified positions, fighting a defense in depth over great stretches of land. Vladivostok holds out surprisingly long until the IJN/IJA seize the city. Alongside this Sakhalin is taken with relative ease. The Soviet surface fleet is annihilated, but their large submarine force takes a heavy toll of the IJN who are attempting Pacific landings. Kantokuen phase 1 is meeting its objectives, but far later than expected with much more casualties than expected. The Japanese are shocked by the fuel consumption as they advance further inland. Each truck bearing fuel is using 50% of said fuel to get to the troops, something reminiscent of the north african campaign situation for Rommel. The terrain is terrible for their vehicles full of valleys, hills, forests and mountains. Infrastructure in the region is extremely underdeveloped and the Soviets are burning and destroying everything before the Japanese arrive. All key roads and cities are defended until the Japanese can encircle the Soviets, upon which they depart, similar to situations the Japanese face in China. It is tremendously slow progress. The IJA are finding it difficult to encircle and capture Soviet forces who have prepared a series of rear lines to keep falling back to while performing counterattacks against Japanese columns. As the Japanese advance further into the interior, the IJN are unable to continue supporting them with aircraft and much of the IJA aircraft are limited in operations because of the range. The second phase of Kantokuen calls for the capture of Khabarovsk, Komsomolsk, Skovorodino, Sovetskaya Gavan, and Nikolayevsk. Additionally, amphibious operations against Petropavlovsk-Kamchatsky and other parts of the Kamchatka Peninsula are on standby as the IJN fears risking shipping as a result of Soviet submarine operations. The sheer scope of the operation was seeing the tide sides stretching their forces over a front nearly 5000 km in length. At some points the Japanese were attempting to advance more than 1000 km's inland, wasting ungodly amounts of fuel and losing vehicles from wear and tear.  So what does Japan gain? Within the span of 4 months, max 6 months Japan could perhaps seized: Sakhalin, the Primorsye krai including Vladivostok, segments of the trans siberian railway, Blagoveshchensk, Kuibyshevka. If they are really lucky Khabarovsk, Komsomolsk, Skovorodino, Sovetskaya Gavan, Nikolayevsk. Additionally, Petropavlovsk-Kamchatsky and other parts of the Kamchatka Peninsula. What does this mean? Really nothing. Pull out a map of manchuria during WW2, take a pencil and expand the manchurian border perhaps 1000 km if you really want to be generous, that's the new extent of the empire of the rising sun. The real purpose of attacking the USSR is not to perform some ludicrous dash across 6000 km's of frozen wasteland to whittle down and defeat the Soviets alongside the rest of the Axis. It was only to break them, in late 1941 at Moscow there was perhaps a fools chance, but it was a fool's chance for Japan.  Japan has run out of its stockpiles of Kaisenbun, oil, iron, rubber, tin, all types of resources necessary for making war. Unlike in our timeline where Japan began exporting resources from its conquests in southeast asia and the pacific, here Japan spent everything and now is relying on the trickles it has within its empire. The China war will be much more difficult to manage. The lend-lease will increase every day to China. The US/UK/Netherlands will only increase pressure upon Japan to stop being a nuisance, Japan can't do anything about this as the US Pacific Fleet is operating around the Philippines always a looming threat. The Japanese are holding for a lack of better words, useless ground in the far east. They will build a buffer area to defend against what can only be described as a Soviet Invasion of Manchuria x1000. The Allies will be directing all of their effort against Germany and Italy, providing a interesting alternate history concept in its own right. After Germany has been dealt with, Japan would face a existential threat against a very angry Stalin. Cody from Alternate History Hub actually made an episode on this scenario, he believed the Soviets would conquer most of Japan occupied Asia and even invade the home islands. It would certainly be something on the table, taking many years, but the US/UK would most likely interfere in some way. The outcome would be so much worse for Japan. Perhaps she is occupied and a communist government is installed. Perhaps like in our timeline the Americans come in to bolster Japan up for the looming coldwar.  But the question I sought to answer here was, Japan invading the USSR was a dumb idea. The few Japanese commanders who pushed it all the way until August 9th of 1941 simply had to give up because of how illogical it was. I honestly should not have even talked about military matters, this all came down to logistics and resources. You want to know how Japan could have secured itself a better deal in WW2? 1941, the China War is the number one problem Japan can't solve so they look north or south to acquire the means to solve the China problem? Negotiate a peace with China. That is the lackluster best deal right there.    Sorry if this episode did not match your wildest dreams. But if you want me to do some batshit crazy alternate history stuff, I am more than happy to jump into it and have fun. Again thank all of you guys who joined the patreon, you guys are awesome. Until next time this is the Pacific War channel over and out. 

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John Maytham speaks to Idan Ronan, Israeli journalist and Middle East researcher based in Netanya, who provides insight into the ongoing trauma, current negotiations, and the broader geopolitical implications of the anniversary Presenter John Maytham is an actor and author-turned-talk radio veteran and seasoned journalist. His show serves a round-up of local and international news coupled with the latest in business, sport, traffic and weather. The host’s eclectic interests mean the program often surprises the audience with intriguing book reviews and inspiring interviews profiling artists. A daily highlight is Rapid Fire, just after 5:30pm. CapeTalk fans call in, to stump the presenter with their general knowledge questions. Another firm favourite is the humorous Thursday crossing with award-winning journalist Rebecca Davis, called “Plan B”. Thank you for listening to a podcast from Afternoon Drive with John Maytham Listen live on Primedia+ weekdays from 15:00 and 18:00 (SA Time) to Afternoon Drive with John Maytham broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/BSFy4Cn or find all the catch-up podcasts here https://buff.ly/n8nWt4x Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Join Tom Fox as he welcomes Pat Poitevin, a compliance veteran with extensive experience in enforcement, consulting, and academia. Pat shares his professional journey, starting with his work at the Royal Canadian Mounted Police (RCMP), and discusses the importance of building strong ethics and compliance cultures in organizations. He emphasizes the role of AI in transforming compliance functions and making risk management more effective. Pat also touches on the future of compliance, talent acquisition, and the impact of technology on business ethics. The conversation provides valuable insights for compliance professionals seeking to enhance their programs and align them with business strategies for long-term growth.  Key Highlights  ·      Current Projects and Focus Areas ·      Building a Strong Ethics and Compliance Culture ·      Leveraging AI in Compliance ·      Compliance Strategies for Geopolitical and Technological Changes ·      Balancing Policies and Human Behavior ·      Future of Compliance and Technology  Resources   Pat Poitevin  

Jacob Shapiro is joined by Matt Pines, Executive Director of the Bitcoin Policy Institute, to discuss the accelerating convergence of Bitcoin, AI, geopolitics, and energy. Pines argues that technological change is happening faster than existing frameworks can manage, pushing once-fringe ideas into mainstream policy debates. They explore how AI and Bitcoin are straining U.S. infrastructure, particularly the electrical grid, and what this means for national security and economic stability. The discussion also considers the rise of “techno-feudal” elites, political backlash risks, and whether America can maintain an edge against China's state-driven infrastructure build-out. Pines closes with reflections on Bitcoin's rapid rise as both a strategic asset and a test of U.S. policy adaptability.--Timestamps:(00:00) - Introduction(01:33) - The Acceleration of Change(07:16) - Energy Consumption and Infrastructure Challenges(15:24) - Political and Economic Implications(21:35) - US vs China: Technological Race(27:26) - Future of Sovereignty and Power(33:11) - The Future of AI and Techno-Surveillance Capitalism(35:01) - Economic Implications of Universal Basic Income(35:35) - Sci-Fi Futures and Technological Transformations(36:27) - Bitcoin's Role in a Techno-Feudal World(41:25) - Political and Social Reactions to Technological Change(42:58) - The Rapid Evolution of AI and Its Impacts(53:14) - Bitcoin Policy and National Interest(58:38) - Geopolitical and Monetary Challenges Ahead(01:02:45) - Concluding Thoughts and Future Outlook--Referenced in the Show:Bitcoin Policy Institute - https://www.btcpolicy.org--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today's volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

Srividya Jandhyala is a renowned professor of management at ESSEC Business School specializing in global strategy, international business, and geopolitics. The author of "The Great Disruption: How Geopolitics is Changing Companies, Managers, and Work" (Cambridge University Press, 2025), Srividya's research has garnered multiple awards and appears in top-tier journals. She is recognized for her ability to distill complex geopolitical shifts into clear, actionable insights for executives and entrepreneurs navigating today's volatile economic landscape. On this episode we talk about:   How global strategy and international business fundamentals are shifting in response to renewed geopolitical volatility   The business risks—and unexpected opportunities—arising from trade wars, sanctions, and national security regulations   Real-world case studies showing how leading companies are adapting to geopolitical shocks in 2025   Why managers and entrepreneurs need to understand geopolitics to make smarter investment, partnership, and growth decisions   How to cultivate resilience and agility amid unpredictable global business trends Top 3 Takeaways 1.  Geopolitical change is now a primary factor in business risk and opportunity—understanding new rules is crucial for survival and growth.2.  Companies must actively adapt strategy, supply chains, and partnerships as nations prioritize security and sovereignty over open markets.3.  Leaders who stay informed and agile—using data, networks, and scenario planning—can turn global disruptions into competitive advantage. Notable Quotes   "A great disruption is underway. Geopolitics is reshaping international business, and managers must navigate a new and changing world."   "There's no going back to the pre-2020 ‘rules'—today, structural shifts call for new levels of creativity and resilience."   "Firms that understand both market and non-market forces will seize the best opportunities amidst uncertainty." Connect with Srividya Jandhyala:   Personal Website: s-jandhyala.com ✖️✖️✖️✖️