Podcasts about mandeb

//The Wire//2300Z August 5, 2026// //ROUTINE// //BLUF: ALLEGED DRONE ATTACK REPORTED TARGETING UKRAINIAN AIRCRAFT AT GERMAN AIRPORT. MERCHANT SUNK IN THE SOUTHERN RED SEA IN DRONE BOAT ATTACK. MAN ARRESTED IN CALIFORNIA AHEAD OF PRESIDENT TRUMP'S VISIT TO GOLF CLUB YESTERDAY.// -----BEGIN TEARLINE------International Events-Red Sea/HOA: This morning one merchant vessel reported being struck by an Unmanned Surface Vessel (USV) near the Bab el Mandeb Strait. The UKMTO reported the vessel as being sunk during the attack. The incident occurred so quickly that the UKMTO was not notified during the attack, and the ship sank almost immediately after the incident.Analyst Comment: If the Houthis are now using USVs during this phase of operations, this war just got a lot more serious. The Houthis have demonstrated this capability in the past (such as the war with the United States last year), but have refrained from using this tactic so far during this campaign. Sinking a vessel using a USV is a new step toward closing the Bab el Mandeb, and the response from insurance companies will be an indicator to monitor, as this chokepoint becomes a warzone once again.Germany: This morning a series of possible explosive drone attacks was reported at Leipzig/Halle Airport. Just before midnight, one quadcopter-type drone was observed operating over the airport, prompting drone procedures to be enacted and aircraft grounded. During this response, a search of the airport resulted in the discovery of a second quadcopter lying on the tarmac near a Ukrainian cargo plane. This drone appeared to contain an explosive charge, though no contact detonation apparatus was visible in the provided photos of this device. After this incident was concluded and flight operations resumed, a DHL cargo aircraft collided with a third drone (of unknown type) upon takeoff from this airport, which resulted in the aircraft declaring an emergency and diverting to another airport due to the damage to the airframe.-HomeFront-USA: Around the nation cyberattacks on critical infrastructure continue. Over the past few days, water utilities in a total of 12x states have been affected by malign actors since last month. After the large-scale cyberattacks which resulted in dozens of water districts being locked out of their systems in Minnesota, many more states have reported similar incidents. Georgia is the latest state affected by cyberattacks, and this afternoon New Jersey also reported two water districts being targeted, both of which had to cut access to unspecified computer systems and switch to operating manually.Analyst Comment: As with most infrastructure attacks, these incidents are usually not immediately disclosed to the public unless the public would find out about it anyway, so the timing of all of these cyberattacks is not really known. The Minnesota attacks last week were publicized immediately due to the immediate impact to the public, and now that more eyes are on the issue (and various federal agencies have issued warnings of more attacks), more lower-level municipalities are disclosing that they had similar breaches over the past two weeks.As far as the malign actors behind these cyberattacks, it could be anyone. It does not take a nationstate level actor to breach a system that was using the default passwords or wasn't secured properly in the first place, but the targeting of a nation's water supply indicates the motive is probably in the military realm. No ransomware or demands have been noted, and no hacking group has claimed credit yet. These attacks were meant to directly take services offline, ruling out financial motives for the time being.California: Yesterday the DoJ announced the arrest of an individual tied to a possible security breach at the Trump National Golf Club in Los Angeles. The press release states that Jeanine John Taele was observed conducting surveillance by the initial Secret Service advance team that was sent to the Golf Club ahead of President Trump's visit. Taele was observed wearing an earpiece and taking photos of the security practices at the club, which drew the eye of the USSS. The suspect departed the facility and transited to his home, where he was apprehended by the Secret Service. During a search of his belongings agents found a few firearms, a pair of binoculars, and a generic badge used by security guards. Additionally, authorities discovered several notebooks containing "concerning statements" at his residence.Analyst Comment: The press release left enough ambiguity to make it difficult to determine what actually happened here: This could be extremely serious, or just some idiot who got too curious. The mention of the earpiece is an important detail, because depending on what that earpiece was, this could be a big deal. The way the release is written, this could easily have been a bluetooth headset as is customarily displayed by those who prefer the rather garish utilitarianism of wearing at all times. Or, this could have been a more substantial security threat that expands beyond just one person. If this individual was acting suspiciously, taking photos of security equipment, speaking into a "radio signal device" with an earpiece, and had vaguely described manifesto-esque notebooks at his residence...this was probably way more serious than just some guy walking around.-----END TEARLINE-----Analyst Comments: The drone incident in Germany will be heavily scrutinized as this is a major escalation which can be interpreted in many different ways. First off all, it must be noted that the one extremely blurry photo of one drone may or may not actually show an explosive charge. What looks like an explosive charge could also be the battery pack, it's hard to tell based on the photo. If there were explosives onboard, it would have been a very small charge and not the flying artillery shells that have become common during the war.At the wavetop level, it is hard to believe that a nation-state level actor which has undeniably mastered the art of conducting attacks with sUAS platforms in war...would fail. If Russia was behind this attack, and really intended to target Ukrainian aircraft on the ground in Germany, a 100% failure rate using multiple explosive drones is extraordinarily unlikely. As a result, it's possible that this was either a false-flag attack intended to blame Russia, or it was Russia sending a message to NATO. Conducting a drone attack, but deliberately leaving the detonator disconnected so that the debris is found and forensic analysis of the explosives leads to a Russian factory, would be a classic Russian message...that's their style perfectly. This is the Kremlin's version of "per my last email", and proves two very serious ideas: NATO's aircraft are vulnerable on their home turf, and Russia already has clandestine forces located near NATO airports poised and waiting to eliminate NATO aircraft before they ever get off the ground. That message is more valuable than taking out one Ukrainian transport plane.However, this whole saga could also be the Ukrainians trying to expand the war, continuing the trend that has been expanding for some time. Since the very start, Zelenskyy has been trying to draw the whole world into their war, and has conducted attacks involving other European nations (such as Monaco and Turkey), which have served as an attempt to bring other nations in to the war to fight the Russians for them. From the Ukrainian perspective this makes sense, and every nation on earth fighting such a nasty war would also use trickery in a similar manner. But for the DHL pilots who almost died and other collateral damage over the years, this is hardly reassuring.The truth will probably be indirectly told in the mainstream media, by what rhetoric is being pushed. If this incident is downplayed and memory-holed, it probably was the Russians. If the mainstream media sources in NATO countries start an information campaign to spin this in their favor, the chances of this being a fake attack go up. For everyone who does not have the ability to forensically analyze the devices themselves, the true culprit might never be known. All the while the new Cold War becomes increasingly more hot, every single day.Analyst: S2A1 Research: https://publish.obsidian.md/s2underground NomadNet: 5fa68c88be727a0e1a250a75e5e79269 Disclaimer: No LLMs were used in the writing of this report. //END REPORT//

Edmund Fitton-Brown: The Houthis have launched a blockade against Saudi shipping in the Red Sea, targeting energy routes critical to global markets. In response, Saudi Arabia has formed a fourteen-nation defense coalition to protect the Bab el-Mandeb, notably excluding the UAE and Oman. While the Houthis maintain some autonomy, they are heavily dependent on Iranian technical assistance and resupply. Iran has used regional pauses to restock its arsenal and now threatens Saudi infrastructure, including desalination plants and pipelines. Experts believe the US remains the elephant in the room, but a lack of consistent policy from Washington emboldens the Houthis to continue their aggressive psychological warfare. (7)1962 YEMEN

SCHEDULE JOHN BATCHELOR SHOW 8-3-20261705Husain Haqqani: Iran is openly boasting that it uses diplomatic pauses to reconstitute its military arsenal for future attacks on energy infrastructure. Ambassador Haqqani critiques the current US approach as a haphazard war lacking a clear end-state or ground strategy, which causes deep anxiety among Gulf allies. While GCC states such as the UAE have successfully fended off missile barrages, they feel Washington has not provided the military commitment necessary for long-term protection. Consequently, China is emerging as a winner in the conflict, gaining respect through silence while the US appears as a helpless giant unable to achieve an honorable peace. (1)Ernesto Araújo and Alejandro Peña Esclusa: The inauguration of Colombian President Abelardo de la Espriella marks a pivotal shift toward the "Shield of the Americas" initiative to combat drug trafficking and organized crime. Unlike his predecessor, Gustavo Petro, the new administration seeks close cooperation with the US to dismantle narco-socialist structures. Meanwhile, Venezuela remains in crisis seven months after the detention of Nicolás Maduro, with the Rodríguez family still wielding significant power. The US is attempting to facilitate negotiations with the opposition, yet critics argue the current transition model fails the population. Regionally, Brazilian President Lula da Silva faces increasing isolation as his neighbors shift toward conservative, security-focused governance. (2)Malcolm Hoenlein: Recent reports reveal the existence of Iranian-backed assassination cells such as the Foxtrot group, which recruits European criminals to target Jewish and Israeli figures. In the Levant, the IDF continues to discover unprecedented tunnel complexes in Lebanon and Gaza, some so vast they require dedicated cement factories to seal. These reinforced, air-conditioned structures demonstrate a massive diversion of humanitarian funds toward military infrastructure. While a pilot zone plan aims to restore Lebanese sovereign authority, Hezbollah's refusal to disarm remains the primary obstacle. Similarly, in Gaza, Hamas is reportedly distributing rifles to operatives to circumvent disarmament agreements while demanding an Israeli withdrawal. (3)General Blaine Holt and Gordon Chang: Concerns are rising regarding the flow of Chinese and Russian aid to Iran, which includes potential shipments of anti-aircraft missiles. While some interpret President Trump's reserved stance as weakness, General Holt suggests it may be a strategic gambit to exploit internal CCP factional infighting. Within the Party, a reformer named Hu Chunhua is reportedly rising as a potential rival to Xi Jinping. However, experts warn that provocative Chinese actions in the South China Sea and Taiwan Strait require a steel-with-steel confrontation. Critics argue that the US must eventually humiliate the Chinese leadership through economic and espionage crackdowns to project true force. (4)Andrew Collier and Gordon Chang: China's banking system faces a time bomb with an estimated $7.7 trillion in unreported bad loans, largely due to government-backed entities rolling over debt to mask insolvency. The property market remains a crater, and while manufacturing and tech sectors such as EVs are growing, they represent only a fraction of the GDP once provided by real estate. Xi Jinping resists bazooka stimulus programs, preferring state-led investment in high tech over consumer-driven growth. This has resulted in a K-shaped economy in which wealthy urbanites thrive while rural citizens face declining property values and job insecurity. Ultimately, China risks a multi-decade slump similar to Japan's lost decades. (5)David Daoud: A recent drone attack on an IDF vehicle near the Ali Taher Ridge highlights the fragility of the current ceasefire in Lebanon. The IDF maintains control over the ridge's surface, yet Hezbollah continues to operate within a vast underground tunnel network. Despite diplomatic efforts, Iran has boasted that ceasefires are used primarily to rearm and redeploy its proxies. Hezbollah's regeneration efforts, including weapons shipments through Syria and recruitment via the IRGC's Imam Hussein division, reportedly outpace Israeli interdiction. While the Lebanese government denies these activities, evidence suggests Hezbollah remains a significant fighting force south of the Litani River. (6)Edmund Fitton-Brown: The Houthis have launched a blockade against Saudi shipping in the Red Sea, targeting energy routes critical to global markets. In response, Saudi Arabia has formed a fourteen-nation defense coalition to protect the Bab el-Mandeb, notably excluding the UAE and Oman. While the Houthis maintain some autonomy, they are heavily dependent on Iranian technical assistance and resupply. Iran has used regional pauses to restock its arsenal and now threatens Saudi infrastructure, including desalination plants and pipelines. Experts believe the US remains the elephant in the room, but a lack of consistent policy from Washington emboldens the Houthis to continue their aggressive psychological warfare. (7)Samuel Ben-Ur: President Trump has announced a tentative Hamas deal involving a phased disarmament and the transition of governance to a National Committee. However, the plan faces significant hurdles, as Israel demands the complete destruction of terror infrastructure before any withdrawal. Hamas seeks to retain small arms, potentially leading to a Hezbollah-style shadow governance. This diplomatic friction coincides with a tight Israeli election between Benjamin Netanyahu and Gadi Eisenkot. Netanyahu faces criticism for allowing US interests to dictate Israeli policy, particularly regarding Iran's ballistic missile threat. Voters are increasingly focused on national security autonomy and the domestic cost of living ahead of the October polls. (8)Janatan Sayeh: The Iranian regime has dramatically escalated its internal reign of terror, with executions increasing by over 100 percent in some regions. Revolutionary courts, led by brutal judges such as Mohammad Reza Tavakoli, use public hangings and floggings to desensitize and intimidate the population. These courts specifically target young dissidents, journalists, and even musicians for offending the supreme leader or waging war against God. Washington is criticized for failing to invoke human rights sanctions since January, even as other Western nations act. The surge in executions often coincides with diplomatic negotiations, serving as the regime's deliberate internal priority to liquidate all political dissent. (9)John Hardie: President Zelenskyy has proposed a plan to use Elon Musk's Starlink network to bypass the need for scarce Patriot interceptors, enabling deep strikes against Russian missile launchers. Starlink provides the low latency required for controlling drones beyond the radio horizon, though SpaceX currently restricts its use in certain territories. Simultaneously, Russia has implemented a crippling blockade of Odessa, targeting port infrastructure and civilian vessels with new Banderol cruise missiles. This offensive has brought agricultural and metal exports to a near standstill, threatening global food security and Ukraine's hard currency earnings. Without a maritime corridor, Ukraine faces its toughest winter challenge of the war. (10)Two names to confirm: the CCP reformer rendered in the raw as "Huchen Hua" — I set it as Hu Chunhua; and the revolutionary court judge given as "Muhammad Raza Takav Tavakoli" — I set it as Mohammad Reza Tavakoli. Also still open from earlier batches: Lorenzo Fiato or Fiori.

A nuclear power deal can sound like paperwork until the fine print turns into a proliferation crisis. We sit down with Jon Hoffman of the Cato Institute to unpack the reported US Saudi nuclear agreement and the real meaning of a “Section 123 agreement” under the Atomic Energy Act. The headline question is simple and unsettling: does this cooperation keep a civilian program civilian, or does it open the door to Saudi uranium enrichment and a future regional arms race? We also dig into why the timing is so politically loaded. The original framework was tied to Saudi Israel normalization and the Abraham Accords, plus talk of a US security guarantee, but the region's wars keep reshuffling incentives. When leaders publicly “clarify” terms after reports of a signed deal, it creates uncertainty for nonproliferation safeguards, congressional oversight, and everyone watching whether US Middle East policy is driven by strategy or leverage. From there, we zoom out to the battlefield and the map. Yemen, the Houthis (Ansar Allah), and the Bab el-Mandeb chokepoint collide with rising Iran tensions and the Strait of Hormuz, putting oil flows and global prices at risk. We push back on escalation rhetoric, ask what “victory” even means without objectives or an exit plan, and talk through hard constraints like depleted US missile interceptor stockpiles. Finally, we turn to Israel's posture and the worsening situation in the West Bank, where settler violence and annexation fears keep growing as the world looks elsewhere.

Israel and the US consider are considering land blockade on Iran, as President Trump and Benjamin Netanyahu look to tighten the economic squeeze on Tehran. Elsewhere, the security landscape has been rocked by the news that a British national has been arrested on charges of spying on a UK military base in Cyprus, casting fresh concerns over the regional expansion of this conflict.On today's episode of Iran: the Latest, Henry Bodkin, Jerusalum Correspondent speaks to Lottie Tiplady-Bishop, acting US news editor, about the geopolitical implications of this proposed land blockade, the fragile reality behind Trump's Gaza disarmament deal, and attitudes inside the US. Plus, Henry and Lottie discuss the latest retaliatory strikes on US assets in Kuwait, the ongoing naval tension in the Strait of Hormuz, and how Saudi Arabia is scrambling to organize a new maritime alliance to secure the Bab el-Mandeb.HighlightsHamas agrees to disarm: Is this the first step to peace or a trap in Gaza?Iran land blockade: Could a US-Israel alliance tighten the economic vice on Tehran?UK spy arrest: British national detained for allegedly surveilling RAF AkrotiriCONTRIBUTORS:Henry Bodkin, Jerusalem Correspondent @HenryBodkinLottie Tiplady-Bishop, acting US news editor @lottietipbishopWATCH US ON YOUTUBE: https://www.youtube.com/playlist?list=PLJnf_DDTfIVAif-vifC6F2aoPB8GIw6dkCONTENT REFERENCED:https://www.telegraph.co.uk/us/news/2026/07/31/israel-us-iran-blockade-economy-trump-netanyahu-middle-east/ https://www.telegraph.co.uk/us/news/2026/07/30/hamas-agree-to-disarm-gaza-strip/ ITL Best News and Analysis Podcast - Publisher Podcast Awards 2026The Telegraph Podcast Publisher of the Year 2026 - Publisher Podcast Awards 2026ITL Nominated Podcast of the Year - Society of Editors News Podcasts Awards 2026Producer: Max BowerResearcher and Social Producer: Anna HindmarshStudio Operator: Andy WatsonExecutive Producer: Venetia Rainey ► Sign up to our most popular newsletter, From the Editor. Look forward to receiving free-thinking comment and the day's biggest stories, every morning. telegraph.co.uk/fromtheeditor► EMAIL US: Contact the team on battlelines@telegraph.co.uk► GET THE LATEST HEADLINES: Find all our latest Iran coverage here: https://www.telegraph.co.uk/iran-war/ Hosted on Acast. See acast.com/privacy for more information.

This week delivered headlines across the board, and commodities were no exception. While Brent crude prices dropped off 11% from their highs last week, the fundamentals have deteriorated in Hormuz and Bab-el-Mandeb, with reignited discussions about transit fees and their legality. Do these fees have historical precedents? Can they be legal? We answer in this episode.   Speaker:  Natasha Kaneva, Head of Global Commodities Research   This podcast was recorded on July 31, 2026.   This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5385695-0 and for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.  

Het geweld tussen Iran en de VS laait op en een snel einde lijkt niet in zicht. De vrije doorvaart in de Straat van Hormuz en Bab el Mandeb staat onder druk. Gaan we naar een wereld waarin het zeerecht wordt losgelaten en de zee een geopolitiek drukmiddel wordt? Na terugtrekking van de VS uit de WHO voert Amerika een America First-strategie in Afrika: bilaterale gezondheidsdeals waarin Afrikaanse landen zich naar Amerikaanse belangen moeten schikken in ruil voor geld. In Bureau Buitenland Zomertafel waarschuwt viceadmiraal buitendienst Ben Bekkering over de gevolgen voor internationaal zeerecht en journalist en documentairemaker Elien Spillebeen ziet hoe Amerika's strategie in Kenia voor problemen zorgt.  Presentatie: Nadia Moussaid.

VOV1 - Trong khi căng thẳng tại Trung Đông vẫn chưa hạ nhiệt sau cuộc đối đầu giữa Mỹ, Israel và Iran, một điểm nóng mới đang nổi lên ở Biển Đỏ.Lực lượng Houthi tại Yemen được cho là đang thúc đẩy kế hoạch thu phí các tàu thương mại đi qua eo biển Bab el-Mandeb – tuyến hàng hải chiến lược nối Địa Trung Hải với Ấn Độ Dương. Động thái này làm dấy lên lo ngại về nguy cơ hình thành một "Hormuz phiên bản 2", với những hệ lụy không chỉ đối với an ninh hàng hải khu vực mà còn với chuỗi cung ứng và thương mại toàn cầu.Trước diễn biến đó, Saudi Arabia đang xúc tiến các cuộc thảo luận với hàng chục quốc gia nhằm xây dựng một liên minh quốc tế để bảo vệ tự do hàng hải ở Biển Đỏ. Trong bối cảnh eo biển Hormuz vẫn chưa hạ nhiệt, việc xuất hiện thêm một “điểm nghẽn” tại Biển Đỏ không chỉ đe dọa hoạt động vận tải và thương mại toàn cầu, mà còn có nguy cơ mở ra một mặt trận mới trong cuộc đối đầu giữa Mỹ, Israel và Iran. Để phân tích rõ hơn vấn đề này, chúng tôi kết nối với Đại sứ Nguyễn Quang Khai, chuyên gia phân tích các vấn đề quốc tế.Tàu chở dầu di chuyển trên Biển Đỏ, gần lối vào kênh đào Suez, Ai Cập. Ảnh: TTXVN 

How much runway does the world's energy market still have? Our Head of Commodity Research Martijn Rats joins our Global Head of Fixed Income Research Andrew Sheets to explain what's causing pressure beyond renewed tensions in the Middle East.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley.Martijn Rats: And I'm Martijn Rats, Head of Commodity Research at Morgan Stanley.Andrew Sheets: Today – talking about the recent volatility and the direction ahead for oil.It's Wednesday, July 29th at 2pm in London.Martijn, it's great to talk to you again. We haven't talked for a little while on this program. But oil is once again back in the headlines and it's moving around.So maybe to just jump right into things, as you look at the lay of the land in global energy markets at the moment, what's been happening? What are you telling clients?Martijn Rats: Okay. Well, we've had a large amount of volatility, over the last couple of weeks. If you roll the clock back, sort of, to the beginning of June. In the beginning of June, it started to become clear that already some more oil was leaking out of the Strait of Hormuz than perhaps, many of us anticipated at the time.But that data has been confirmed since then. And then, of course, in the middle of June, we got the memorandum of understanding. And after that, roughly 100-150 million barrels a day or so that was behind the Strait of Hormuz got cleared. And that…Andrew Sheets: These were tankers that were stuck there during the conflict, all came out.Martijn Rats: Absolutely. Laden tankers that were there; had just basically turned into floating storage for a good couple of months. They all cleared out, and that actually created a bit of a glut, in the sense that all of a sudden, the refiners of this world had a lot of crude to absorb. And we saw many indications of physical looseness in the market, physical differentials, calendar spreads.All sorts of indicators pointed that physically there was a lot of oil, temporarily to be absorbed. And the spot price of Brent fell to $70. And that looked to be the new direction of travel. In principle, the world is not short of oil if you take the geopolitics out of it.So, for a while it, it looked bearish. But then a new set of disruptions came, and the military conflict restarted, and we've had 13 days of overnight bombing. And with that also the flow through the Strait of Hormuz diminished again. And we are back in the last, sort of, week, 10 days to very, very low levels. The same levels we had in March.The flow through the strait is not exactly zero. But it's sort of 2-3 million barrels a day, sort of, down 80 percent to 90 percent of what it was before the conflict. And with that, prices have rallied. But on top of that, last week it looked like the military activity could really scale up. And for a couple of days, the markets priced that in.But then we have other choke points to take into account now. Not only Hormuz, but the Bab el-Mandeb, the CPC terminal, the issues in global refining. Altogether, it's been a tremendously volatile period. So, we're on the whole leaning towards the constructive side because there are so many disruptions in the system. But it's a very hard one to call at the moment.Andrew Sheets: So Martijn, let's talk about those other disruptions besides just the Strait of Hormuz. Because yeah, it's not just the Strait of Hormuz anymore. We have issues in the Red Sea. You have ongoing issues with Russian energy infrastructure that's being attacked by Ukraine. Just what are these other factors that are out there? And how much do they matter relative to, you know, how many ships are passing through the Strait of Hormuz?Martijn Rats: Yeah. They matter a lot, and you can see that expressed in the price of refined product more than the price of crude. If you look at the main global benchmark for the price of diesel, which is arguably the ICE gas-oil contract, which are diesel barges delivered in Rotterdam or in the wider ARA area, it's trading at about $1,200 a ton, which is sort of $150-$160 per barrel.That's where you see the tightness. And so out of the total end user price, the refiners are capturing more at the moment than the crude suppliers. But what end users pay is not $85 per barrel for Brent crude oil, it's $1,200 a ton for diesel. And that is a very high price. Now, that is a result effectively of four major issues that the oil market has to deal with.One of them is Hormuz, as just discussed. But then we come to these other three. And these other three are the Bab el-Mandeb, which is the strait on the other side of the Arabian Peninsula that provides entry and exit to the Red Sea. That strait has gained in importance because Saudi Arabia has been redirecting about 4 million barrels a day of crude oil supply that was previously exported via Hormuz. Now through the East-West Pipeline to a terminal near a city called Yanbu, from where it is loaded and mostly sails down south through the Bab el-Mandab to refineries in Asia.The Bab el-Mandab is a strait that is effectively controlled by the Houthis, which is an Iran-aligned group that controls much of Yemen. And already in [20]24, earlier in [20]25, they've been very effective, controlling tanker traffic through that strait. And in the last sort of week or so, they have said that they will no longer allow Saudi tankers to sail out. And also, that group has executed drone attacks on Saudi oil infrastructure near the Jazan refinery, near the Yanbu terminal, and overnight also the Abqaiq facility, which is a large oil processing plant.So, this whole Red Sea situation puts at risk something like an incremental 3.5 million barrels a day of crude.Then we've had to deal with issues at the CPC terminal, which is again, also a very large oil export terminal. About 1.5-2 million barrels a day of crude is exported from CPC, which is a terminal near the Russian city of Novorossiysk.Ukraine has been executing drone attacks on tankers that have been trying to load from the CPC terminal. Much of last week, the CPC terminal was out. Over the last 24 hours, a few tankers have loaded again, but it's very unreliable. It's on again, off again. It's a very disrupted flow. In and of itself, a single terminal loading 1.5-2 million barrels a day is very, very large. So, we care.And then the third issue that the oil market has been dealing with, and this also comes back to this issue about these refined product prices, is very severe tightness in the global refining system. That is an issue of some refineries can't export because they're behind the Strait of Hormuz again.So, you can say, "Well, isn't that; that's sort of the same problem?" But nevertheless, it expresses it somewhere else. It's partly a problem of, sort of, the Chinese refinery system running very low. But it's recently mostly been driven by Ukrainian drone attacks on Russian refineries. And by now, something like 60 percent of the Russian refining system is out.And with that, exports of refined products have declined very significantly. There's a gasoline export ban. There's a diesel export ban from Russia. Russia used to be a very large diesel exporter. That is now down to practically zero. And with that, refined product markets have rallied severely on top of the price of crude.Andrew Sheets: And I think that's interesting [be]cause when we think about the economic impact of oil, while, you know, the price of oil per barrel is often the most kind of visible marker that we have – it's often the refined product that we actually use. You know, a truck is running on diesel. It's not running on crude oil.And, you know, that cost of diesel, of jet fuel, of gasoline, you know, that is the thing that can often really affect business margins. And the ability to operate and move product around. So, I mean, just give a sense like how much have those diesel prices gone up? And how much further could they rise if you're operating, you know, a trucking company in Europe?Martijn Rats: Yeah. Look, when supply is inherently scarce, we often ask the question – what is the demand destruction price, right? If you can't supply the stuff quick enough, the physical oil market, be it crude or refined product, must balance.There are a finite number of molecules in the system, and we can store them for a bit. We can take them out of storage. But when you take storage into account, molecules can't disappear out of nowhere. And they can't create it out of nowhere either. So, the system must balance. And if you can't supply it quick enough, the only way to balance sometimes is through demand destruction.And then we ask the question, what is the price that effectively causes that to happen? And if you look historically, that is often expressed in crude, something like $140-$150 a barrel. We've seen that before. But those were occasions where refining was not an issue. And then crude needs to do the heavy lifting to drive prices higher.What we're having at the moment is that refined products need to do it. And so, from experience earlier in the year, back in 2022, some other occasions, the price that destroys diesel demand is probably in the order of $1,400 a ton. In the diesel market, we use tons rather than barrels for historical reasons. Just to make it easy.But it's about $1,400 a ton, which is about sort of, you know, like $180-$190 per barrel. That really stops diesel demand in its track. At the moment, we're $1,230-$1,240, that sort of level. And so, we are getting close. There is probably a little bit more to go, like another 5 percent, 10 percent, that sort of thing, before you really hit some exceptionally high levels.But the diesel price, I would argue, is doing exactly that. It's searching for this demand destruction price. It's just if you then take that sort of $160 diesel that we have at the moment, how much do the refiners get versus how much do the crude producers get?At the moment, the refiners are getting $65- $70 out of that, leaving comparatively little for the crude supplier. But the refined product price is the channel by which the economy is impacted and ultimately also by which demand is eroded.Andrew Sheets: When we're talking about demand destruction, we're talking about at what price does a trucking company not operate, does not drive as much, you know, does not, you know... We're talking about less activity. And inherently that is, I think a risk to growth. But especially risk to growth in Europe where the starting point for growth is already pretty weak.Martijn Rats: Yes. So, we are watching as much, how the Ukrainian drone attacks on Russian refiners are playing out as we are watching, sort of, the Strait of Hormuz.Andrew Sheets: Martijn, the last thing I wanted to talk to you about is, you know, we've been talking about the Iran conflict since late February. And, you know, we're sitting here in late July. And it's clear that, you know, there was a small normalization in flows as you talked about. But we're back to a place where those flows are nowhere near normal.And I think the question on everybody's mind is how much longer can this go on before there's a much larger shock to energy prices?Now, again, you've mentioned we're already seeing some of that shock to diesel, but, you know, a much bigger disruption. What's your current thinking on how much runway the energy system still has?Martijn Rats: Yeah. It's an excellent question, and it's turned out to be fiendishly hard to answer. My gut feel based on how the data is behaving, based on what we know from history: If this lasts another, sort of, month or two, three, then it's hard to argue that by then the buffers in the system will not have been completely exhausted.The reason why I think oil analysts have lost a degree of confidence in forecasting this accurately is that there's a lot of unexplained oil that does require some explanation. If you look at the cumulative amount of supply loss from the Middle East since the start of this conflict, easily over 1.5 billion barrels. 1.5 billion barrels in 150 days is an enormous amount.And yet, the inventory draws that we can find in observable data, they are at best a third of that, maybe 0.5 billion barrels. And so, there's another billion barrels where you say, "Yeah, we had that last year, but we don't have this this year.”How did we solve that billion-barrel problem? And you can say, "Well, we were a bit oversupplied going into it," and a few other things. But you, sort of, have to conclude, and I think this is also, you know, talking to clients and investors, other market participants. I think this is sort of collectively we're discovering this is that this system of, like, unobservable inventories has to be way bigger.That is either inventories like in the supply chain, inventories at customers end, or in countries where we generally just have very little data anyway, like in China. And so, the system has been behaving as if already in [20]24 and [20]25 actually, we were putting a lot of oil into these, in storages that are hard to observe – because in that period we had the opposite problem.We were forecasting large inventory builds, and we couldn't find them all. And now we're forecasting large draws, and we haven't been able to find them all. And so, the system has been behaving as this; the unobservable part of the inventories are way larger.And… But at some point, they also run out. But because they're hard to observe, we don't know when. And I would guess if we're getting towards the end of the summer by August-September, and we're still in this situation? Yeah, then we're going into the winter. Like, you know, German households objectively have little storage of heating oil.Andrew Sheets: Mm-hmm.Martijn Rats: And they need to be rebuilt. And there are a few examples where we do know what customers are doing with their inventories, and they point to a picture where, yeah, by the end of the summer, like, we're running on fumes. And so, look, this – we've been able to patch this up. But it can't go on forever.Andrew Sheets: Well, Martijn, always a pleasure to, to catch up with you and talk energy markets.Martijn Rats: Nice to talk to you.Andrew Sheets: And thank you for listening. If you enjoy Thoughts on the Market, please take a moment to rate and review us.And please share with a friend or colleague today.

In a deep dive episode with political analyst Benyamin Moalem, we break down Prime Minister Netanyahu's White House meeting with President Donald Trump, what it signals for U.S.-Israel coordination on Iran, how conflict is affecting regional security and global shipping routes through the Strait of Hormuz and Bab el-Mandeb. We discuss the proposed U.S.-Saudi civilian nuclear agreement, why it is raising concerns in Israel, and what it could mean for a future nuclear arms race in the Middle East. Plus! A Torah thought by Rabbi Yossi Madvig of Oswego, New York.- Israel Daily News website: https://israeldailynews.org- YOUTUBE: https://youtube.com/@israeldailynews?si=UFQjC_iuL13V7tyQ- Israel Daily News Patreon: https://www.patreon.com/shannafuld- Support our Wartime News Coverage: https://www.gofundme.com/f/independent-journalist-covering-israels-war- Links to all things IDN: https://linktr.ee/israeldailynews

Kevin covers and discusses the following stories: some brief thoughts on the revelations from Dr. Anthony Fauci's diary; S&P Global U.S. Flash Purchasing Managers' Index, covering the Manufacturing Sector; the U.S. Commerce Department reported June Durable-Goods Orders; the Conference Board's July Consumer Confidence Index was released; oil reacts to Oman's proposal regarding the Strait of Hormuz, oil tanker vessel Bab el-Mandeb traffic, Saudi Aramco's production announcement and possible peace talks between Ukraine and Russia; gas prices follow the direction of oil prices; Kevin has the details, digs into the information, puts the information into historical perspective, offers his insights and opinions.See omnystudio.com/listener for privacy information.

Kevin covers and discusses the following stories: some brief thoughts on the revelations from Dr. Anthony Fauci's diary; S&P Global U.S. Flash Purchasing Managers' Index, covering the Manufacturing Sector; the U.S. Commerce Department reported June Durable-Goods Orders; the Conference Board's July Consumer Confidence Index was released; oil reacts to Oman's proposal regarding the Strait of Hormuz, oil tanker vessel Bab el-Mandeb traffic, Saudi Aramco's production announcement and possible peace talks between Ukraine and Russia; gas prices follow the direction of oil prices; Kevin has the details, digs into the information, puts the information into historical perspective, offers his insights and opinions.See omnystudio.com/listener for privacy information.

The Strait of Hormuz and Bab el-Mandeb are effectively shut, Saudi refineries are burning after a wave of strikes, and Iran is flatly denying Trump's claims of a deal even as U.S. munitions run dangerously low. The brothers dig into Trump's bizarre AI meme spree, his Michigan rally where he was heckled over data centers and Epstein and told the crowd "I'm better for you than your parents," and new polling showing only 13% of Americans feel better off under his economic policies. Plus: Katie Phang's Epstein-files lawsuit forces a real court reckoning. Ben, Brett, and Jordy break it all down. Pre-order the new book from MeidasTouch, WTF America?!: The Way Out of This Hell and Back to Democracy, today: https://bit.ly/wtfamericayoutube Deals from our sponsors!  Wildgrain: Get $30 off your first box and free Croissants for life when you visit https://Wildgrain.com/MEIDAS Willie's Remedy: Order now at https://drinkwillies.com and use code MEIDAS for 20% off of your first order + free shipping on orders over $95 HIMS: Visit https://hims.com/meidas to get simple, online access to personalized, affordable care for ED, Hair Loss, Weight Loss, and more. HexClad: Find your forever cookware @hexclad and get 10% off at https://hexclad.com/MEIDAS! #hexcladpartner Subscribe to Meidas+ at https://meidasplus.com Get Meidas Merch: https://store.meidastouch.com Remember to subscribe to ALL the MeidasTouch Network Podcasts: MeidasTouch: https://www.meidastouch.com/tag/meidastouch-podcast Legal AF: https://www.meidastouch.com/tag/legal-af MissTrial: https://meidasnews.com/tag/miss-trial The PoliticsGirl Podcast: https://www.meidastouch.com/tag/the-politicsgirl-podcast The Ken Harbaugh Show: https://meidasnews.com/tag/the-ken-harbaugh-show The Weekend Show: https://www.meidastouch.com/tag/the-weekend-show Burn the Boats: https://www.meidastouch.com/tag/burn-the-boats Majority 54: https://www.meidastouch.com/tag/majority-54 On Democracy with FP Wellman: https://www.meidastouch.com/tag/on-democracy-with-fpwellman Uncovered: https://www.meidastouch.com/tag/maga-uncovered Learn more about your ad choices. Visit megaphone.fm/adchoices

SCHEDULE  JOHN BATCHELOR SHOW, 7-27-26Headline: Signaling Peace Amidst Conflict: The US and Iran Standstill Guest: Ambassador Hussein Haqqani and Bill Roggio Summary: John Batchelor discusses the current tensions between Iran and the United States following a sudden halt in American bombing. Ambassador Haqqani explains that both nations are seeking a diplomatic "off-ramp," though they face severe internal political constraints that prevent either a ground invasion or a total surrender. Bill Roggio adds that while secret talks are likely, reports of depleted US munitions might be influencing the decision to pause military action.Headline: The Threat of Escalation in the Caspian Theater Guest: Ambassador Hussein Haqqani and Bill RoggioSummary: This segment examines the potential for unconventional warfare escalation across Eurasia and the specific risks within the Caspian theater. Haqqani warns that Iran's ability to hold the global economy hostage through the Red Sea and Hormuz Strait creates a complex dilemma for the US. Bill Roggio concurs that limited aerial bombardment is insufficient for regime change and notes that neighboring countries like Kuwait remain hesitant to directly engage for fear of retaliation.Headline: Somalia's Unverifiable Victories: The Death of a Shabaab Founder Guest: Caleb Weiss and Bill RoggioSummary: Somali officials claim the death of Maalim Ibrahim, a co-founder of al-Shabaab and a key military planner who held many executive hats. However, guest Caleb Weiss cautions that such claims often lack third-party verification and may be false. The US is currently threatening to cut funding for the UN mission in Somalia due to a perceived lack of progress against the group and pervasive internal political corruption.Headline: Houthi Blockades and the Siege of Saudi Energy Ports Guest: Bridget Turner and Bill Roggio Summary: Houthi rebels have initiated a maritime blockade against Saudi Arabian ports, causing ship traffic through the Bab el-Mandeb strait to fall to its lowest level in months. While the Houthis cite local grievances, their actions align with Iran's broader strategy to pressure global energy markets. Despite the threat, Saudi Arabia has retaliated by bombing Houthi ports, even as the rebels receive targeting assistance from Iranian spy ships.Headline: High Stakes Diplomacy: Netanyahu's Visit and the Iranian Threat Guest: Malcolm Hoenlein and Thaddeus McCotter Summary: Prime Minister Benjamin Netanyahu travels to Washington to meet with President Trump and attend the funeral of the late Senator Graham. The agenda focuses heavily on Iran's continued aggression, including reports of the "Pickaxe Mountain" facility containing thousands of centrifuges deep underground. Malcolm Hoenlein notes that despite the diplomatic pause, Iran continues to execute young dissidents and sponsor assassination plots in Israel and the United Kingdom.Headline: The Lebanese Pilot Zones: A Fragile Experiment in Peace Guest: Malcolm Hoenlein and Thaddeus McCotterSummary: Lebanon is attempting to establish humanitarian pilot zones where the Lebanese Armed Forces (LAF) replace withdrawing Israeli troops. Critics argue this model mirrors the failed Gaza disengagement, as Hezbollah remains entrenched and unwilling to disarm. Additionally, Hoenlein discusses a recent Ukrainian attack on an Iranian vessel in the Caspian Sea, which signals a dangerous expansion of the regional conflict that may have broader retaliatory implications for the future.Headline: Hezbollah's Surveillance and the Ineffectiveness of the LAF Guest: David Daoud and Bill Roggio Summary: The IDF recently shot down an unarmed Hezbollah drone gathering intelligence over strategic ridges in southern Lebanon. David Daoud highlights that Hezbollah continues to operate freely despite the presence of the Lebanese Armed Forces in pilot zones. The segment questions why Western leaders trust the Lebanese government, given its failure to demand nationwide disarmament and its history of coordinating with Hezbollah to hide military infrastructure from international monitors.FILE 8: Not provided in the sources.Headline: Brazil's Transnational Politics: Lula vs. the Conservative Alliance Guest: Ernesto Araújo and Alejandro Peña Esclusa Summary: President Lula da Silva of Brazil has shifted toward an anti-American stance, aligning himself with "criminal socialism" and the São Paulo Forum. Former Foreign Minister Araújo describes a growing transnational alliance between Donald Trump, Javier Milei, and Flavio Bolsonaro to counter communist penetration in Latin America. The upcoming Brazilian election is seen as a critical battleground for the future of economic freedom and regional stability against organized crime.Headline: The Venezuelan Transition and the Shield of the Americas Guest: Ernesto Araújo and Alejandro Peña EsclusaSummary: Acting Venezuelan President Delcy Rodriguez has received unexpected praise from President Trump, causing concern among opposition members who view her as a gangster. Alejandro Peña Esclusa argues that Rodriguez is a repressive figure and suggests a reconstruction government of experts instead. Meanwhile, Brazil's Flavio Bolsonaro seeks to join the "Shield of the Americas" to combat regional criminal gangs and support a democratic transition in Venezuela.FILE 11: Not provided in the sources.Headline: Iran's Drone Test: Challenging the US Strategic Pause Guest: Edmund Fitton-Brown and Bill RoggioSummary: Following a US suspension of airstrikes, Iran launched drone attacks against Saudi Arabia, Jordan, and Iraq to test the Trump administration's resolve. Edmund Fitton-Brown explains that Iran aims to prove it decides when pauses occur, not the US. The segment warns that without consistent US pressure, Iran could establish a "regional protection racket," leaving Arab states to seek separate accommodations with the bully on the block.Headline: Starship Test 13: Success and Challenges in Reusability Guest: Doug Messier Summary: SpaceX's Starship Test 13 achieved a controlled landing of the spacecraft in the Indian Ocean, though the Super Heavy booster exploded during its Gulf landing. Doug Messier explains that while the mission successfully deployed Starlink satellites, the FAA remains concerned about future overland flights. The ultimate goal is full reusability for NASA's upcoming lunar missions and upgrading the capacity of the Starlink network for laser communications.Headline: Decapitating Hamas: Targeted Strikes in Gaza Guest: Samuel Benner and Bill Roggio Summary: The IDF has conducted targeted strikes against Hamas's internal security commanders, including the head of the police force in central Gaza. Samuel Benner reports that while the upper military echelon has been largely eliminated, Israel is now targeting those responsible for imposing rule on Gazans. Despite these strikes, Hamas continues to control food distribution, effectively using humanitarian aid as a "piggy bank" for the organization.Headline: The Iran War: A Strategy Stuck in Stalemate Guest: Jonathan Schanzer and Bill Roggio Summary: After twelve days of intense US bombing, there is confusion regarding the long-term plan for achieving behavior change in Tehran. Jonathan Schanzer argues that the regime remains ideologically committed to power and is unlikely to offer concessions for money alone. Furthermore, Iran's capability to launch ballistic missiles remains significant, and the IRGC has not yet felt the impression that a total regime collapse is imminent.Headline: The AI Bubble: China's Strategic Intellectual Property Theft Guest: Brandon Ward and Gordon ChangSummary: China is allegedly using stolen American intellectual property to train its artificial intelligence models, such as Moonshot's Kimmy K3. Brandon Ward suggests this is a strategic move to collapse the inflated market value of the American AI sector. Gordon Chang warns that despite export bans, Chinese firms continue to acquire high-end Nvidia chips, complicating US strategic plans and economic dominance while threatening a potential future shooting war.

In deze aflevering hebben Jilles van den Beukel en Remco de Boer het onder meer over de vraag hoeveel verstoring het wereldwijde energiesysteem nog aankan. Nu de Houthi's zich nadrukkelijker in de oorlog mengen, kijkt de markt steeds meer naar de Straat van Bab el-Mandeb en de Rode Zee. Staat de wereld nu écht aan de vooravond van de grootste energiecrisis ooit? Ook werpen ze een blik onder de motorkap van Shell. Hoe er in Nederland tegen het bedrijf wordt aangekeken, is genoegzaam bekend. Maar hoe kijkt de internationale olie- en gaswereld naar de voormalige 'koninklijke'? Daarnaast bespreken ze de aanstaande kwartaalcijfers van Big Oil. Verder is er kort nieuws, onder meer over het nieuwe Europese sanctiepakket tegen Rusland, dat na veel politiek gesteggel alsnog is aangenomen, en over de Europese methaanregels die op 1 januari ingaan. Zullen die inderdaad de import van olie en gas bemoeilijken, zoals de sector waarschuwt?

Bridget Toomey and Bill Roggio report Houthi rebels have initiated a maritime blockade against Saudi Arabian ports, causing ship traffic through the Bab el-Mandeb strait to fall to its lowest level in months. While the Houthis cite local grievances, their actions align with Iran's broader strategy to pressure global energy markets. Despite the threat, Saudi Arabia has retaliated by bombing Houthi ports, even as the rebels receive targeting assistance from Iranian spy ships. (4)

Marty and John dig into the Houthis blocking the Bab el Mandeb strait, oil whipsawing on peace headlines, and why Lloyd's of London pulling war coverage matters for US insurers. They get into Trump's air defense stockpile problem, Chinese diesel demand falling off a cliff, and why the MOVE index staying subdued even as yields rise is the chart to watch. The bulk of the show is an extended breakdown of the open versus closed AI model debate, why the Hugging Face hack exposes the absurdity of current guardrails, and how the real axis of conflict is US versus China, not open source versus safety. They close with Bitcoin long term holder supply hitting 84 percent, a classic bottoming signal.

La guerra entre Estados Unidos e Irán entra en su quinto mes sin dirección, avanza a golpe de improvisación y cambios de rumbo cada pocos días. Los bombardeos se acumulan, decenas de buques han sido atacados y el estrecho de Ormuz permanece en la práctica cerrado, lo que ha empujado al barril de vuelta a los 100 dólares por primera vez desde mayo. La guerra ni siquiera da titulares porque el cansancio es ya la norma. Estados Unidos ataca de forma rutinaria, por lo general de noche una serie de objetivos de índole militar, Irán por su parte responde con ataques sobre barcos e intereses estadounidenses en el golfo Pérsico. Del alto el fuego de abril y el memorando del mes de junio nadie se acuerda. Todo gira alrededor de un accidente geográfico de apenas 40 kilómetros de ancho: el estrecho de Ormuz. El gobierno iraní ha entendido que cerrarlo, aunque sea a medias, les da una palanca que ninguna otra de sus capacidades militares iguala. Esa es la baza que Estados Unidos quiere arrebatarles y la única que mantiene con vida una partida que sobre el papel deberían tener los iraníes perdida desde hace tiempo. Trump maneja tres cartas y las tres comparten el mismo defecto de fábrica. Ninguna por si misma será capaz de reabrir el estrecho. La primera es seguir atacando de forma incansable, incluso objetivos civiles. Eso concita algo de atención mediática y provoca sufrimiento entre los iraníes, pero no sirve para que se reabra Ormuz. Atacar otra vez el programa nuclear, incluyendo la Pickaxe mountain, destruiría las centrifugadoras iraníes, pero no les obligar a ceder. Por último, una ofensiva terrestre es directamente inviable. Los 50.000 soldados desplegados en la zona serían suficientes para incursiones puntuales, no para tomar y retener territorio continental frente a un ejército de un millón de efectivos y sin una cabeza de playa equivalente a la que tuvieron en Kuwait de 2003. La política interior pesa tanto como la geografía. La guerra ha costa ya casi 40.000 millones de dólares, ha encarecido la gasolina y su apoyo es mínimo, de apenas un 30%. Con las elecciones de medio mandato a solo tres meses vista, cada soldado enviado a Irán es también un riesgo electoral. Entretanto, el movimiento más astuto de Irán lo ha hecho lejos del golfo. Los hutíes yemeníes han declarado un bloqueo del mar Rojo contra Arabia Saudí. Están tratando de cerrar el estrecho de Bab el-Mandeb, la ruta con la que los saudíes esquivaban precisamente el cierre de Ormuz. Con apretar el botón de vez en cuando les basta para desbaratar la táctica favorita de Trump, que consiste en prometer una desescalada para que el crudo baje. Cada insinuación de un acuerdo la deshace un inoportuno ataque de los hutíes. El problema de fondo para Estados Unidos es que sus reservas de interceptores Patriot menguan a ojos vista. Pueden ir rehaciendo el arsenal, pero eso no se hace a la misma velocidad que se destruye. Tanta improvisación nos viene a decir que Donald Trump carece por completo de estrategia. A medio plazo todo indica que no habrá ni victoria ni derrota para ninguno de los dos. Una nueva normalidad de choques recurrentes en la que ambos bandos se hacen mucho daño sin lograr imponerse. En La ContraRéplica: 0:00 Introducción 3:44 Ni victoria ni derrota 34:53 ¿Gana dinero Google con la IA? 40:26 ¿Se han adaptado los periódicos a los cambios tecnológicos? · Canal de Telegram: https://t.me/lacontracronica · “Contra el pesimismo”… https://amzn.to/4m1RX2R · “Hispanos. Breve historia de los pueblos de habla hispana”… https://amzn.to/428js1G · “La ContraHistoria del comunismo”… https://amzn.to/39QP2KE · “La ContraHistoria de España. Auge, caída y vuelta a empezar de un país en 28 episodios”… https://amzn.to/3kXcZ6i · “Contra la Revolución Francesa”… https://amzn.to/4aF0LpZ · “Lutero, Calvino y Trento, la Reforma que no fue”… https://amzn.to/3shKOlK Apoya La Contra en: · Patreon... https://www.patreon.com/diazvillanueva · iVoox... https://www.ivoox.com/podcast-contracronica_sq_f1267769_1.html · Paypal... https://www.paypal.me/diazvillanueva Sígueme en: · Web... https://diazvillanueva.com · Twitter... https://twitter.com/diazvillanueva · Facebook... https://www.facebook.com/fernandodiazvillanueva1/ · Instagram... https://www.instagram.com/diazvillanueva · Linkedin… https://www.linkedin.com/in/fernando-d%C3%ADaz-villanueva-7303865/ · Flickr... https://www.flickr.com/photos/147276463@N05/?/ · Pinterest... https://www.pinterest.com/fernandodiazvillanueva Encuentra mis libros en: · Amazon... https://www.amazon.es/Fernando-Diaz-Villanueva/e/B00J2ASBXM #FernandoDiazVillanueva #iran #ormuz Escucha el episodio completo en la app de iVoox, o descubre todo el catálogo de iVoox Originals

In this Week 30, 2026 episode of the GMS Weekly Podcast, Grace and Ryan examine the geopolitical, freight, currency, compliance and operational developments shaping the global ship recycling market. The maritime conflict expanded beyond the Strait of Hormuz as attacks on Saudi oil tankers in the Red Sea increased concern around the Bab al-Mandeb Strait. Additional disruption at the Caspian Pipeline Consortium terminal in the Black Sea added further pressure to global energy flows. Brent crude briefly crossed $100 per barrel before easing below $98, while WTI remained close to $90. Rising bunker costs, war-risk premiums and increasingly complex voyage routes continue to affect shipowners, cash buyers and recycling candidates. Dry bulk freight moved in the opposite direction. The Baltic Dry Index and Capesize market declined as softer iron ore and coal demand combined with improving vessel availability. Lower Capesize earnings may encourage owners of ageing vessels to consider recycling, although restricted passage through key maritime chokepoints continues to delay deliveries. In Bangladesh, floodwaters are receding and Chattogram port operations are gradually returning to normal. Local steel trading has resumed, and attention is turning to the next delivery tide window. However, a tanker sanctioned after arrival has increased compliance caution, with recycling buyers showing a stronger preference for bulk carriers and vessels with clean trading histories. India's ship recycling market improved as Alang steel plate prices strengthened and the market's compliance advantage became more commercially significant. India retains the deepest recycling capacity, more than 115 valid Statements of Compliance and the broadest ability to consider complex or dark-fleet tonnage. Pakistan remained stable despite triple-digit oil prices and rising regional risk. The Pakistani Rupee moved only marginally, local steel prices improved, and scrap shortages continued to support buying interest at Gadani. Turkey held interest rates at 37% for a fourth consecutive meeting, while the Turkish Lira reached another record low. Aliaga remains a specialist, regulation-led recycling destination rather than a mainstream price competitor to South Asia. Key topics include: ship recycling market, vessel recycling prices, Brent crude above $100, Strait of Hormuz closure, Bab al-Mandeb risk, Red Sea tanker attacks, Black Sea oil disruption, Baltic Dry Index, Capesize freight, Chattogram recovery, Bangladesh flooding, sanctioned vessels, maritime compliance, Alang ship recycling, Gadani scrap demand, Aliaga recycling and GMS market rankings. For detailed vessel indications, market rankings, steel prices, port positions and ship recycling analysis, access GMS Weekly through the GMS website or mobile app.

Is economic pressure enough to break Iran's nuclear ambitions—or can the regime simply wait out the U.S.? As U.S. strikes against Iranian targets continue and tensions escalate across critical global shipping lanes like the Strait of Hormuz and Bab al-Mandeb, the conflict entered a pivotal phase this past week. Recently on the FOX News Rundown, host Dave Anthony sat down with Brian Hook, former U.S. Special Representative for Iran and Senior Policy Advisor during the first Trump administration, to break down the complex geopolitical conflict. They examine the economic bottleneck of the crisis and explain why Iran is leveraging asymmetric terrorism to target energy facilities and drive up global oil and gas prices. Hook provided inside context on "Pickaxe Mountain"—detailing what lies more than 350 feet beneath the ground at Iran's heavily fortified underground nuclear facility and whether U.S. bunker-busters can neutralize it. He also shared what he says is the truth behind Iran's negotiating tactics, their history of violating MOUs, and why Tehran believes its non-democratic regime can outlast American presidential election cycles. We often have to cut interviews short during the week, but we thought you might like to hear the full interview. Today on Fox News Rundown Extra, we will share our entire interview with former U.S. Special Representative for Iran Brian Hook. Listen daily for full analysis, expert interviews, and breaking geopolitical coverage on The FOX News Rundown. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Is economic pressure enough to break Iran's nuclear ambitions—or can the regime simply wait out the U.S.? As U.S. strikes against Iranian targets continue and tensions escalate across critical global shipping lanes like the Strait of Hormuz and Bab al-Mandeb, the conflict entered a pivotal phase this past week. Recently on the FOX News Rundown, host Dave Anthony sat down with Brian Hook, former U.S. Special Representative for Iran and Senior Policy Advisor during the first Trump administration, to break down the complex geopolitical conflict. They examine the economic bottleneck of the crisis and explain why Iran is leveraging asymmetric terrorism to target energy facilities and drive up global oil and gas prices. Hook provided inside context on "Pickaxe Mountain"—detailing what lies more than 350 feet beneath the ground at Iran's heavily fortified underground nuclear facility and whether U.S. bunker-busters can neutralize it. He also shared what he says is the truth behind Iran's negotiating tactics, their history of violating MOUs, and why Tehran believes its non-democratic regime can outlast American presidential election cycles. We often have to cut interviews short during the week, but we thought you might like to hear the full interview. Today on Fox News Rundown Extra, we will share our entire interview with former U.S. Special Representative for Iran Brian Hook. Listen daily for full analysis, expert interviews, and breaking geopolitical coverage on The FOX News Rundown. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Is economic pressure enough to break Iran's nuclear ambitions—or can the regime simply wait out the U.S.? As U.S. strikes against Iranian targets continue and tensions escalate across critical global shipping lanes like the Strait of Hormuz and Bab al-Mandeb, the conflict entered a pivotal phase this past week. Recently on the FOX News Rundown, host Dave Anthony sat down with Brian Hook, former U.S. Special Representative for Iran and Senior Policy Advisor during the first Trump administration, to break down the complex geopolitical conflict. They examine the economic bottleneck of the crisis and explain why Iran is leveraging asymmetric terrorism to target energy facilities and drive up global oil and gas prices. Hook provided inside context on "Pickaxe Mountain"—detailing what lies more than 350 feet beneath the ground at Iran's heavily fortified underground nuclear facility and whether U.S. bunker-busters can neutralize it. He also shared what he says is the truth behind Iran's negotiating tactics, their history of violating MOUs, and why Tehran believes its non-democratic regime can outlast American presidential election cycles. We often have to cut interviews short during the week, but we thought you might like to hear the full interview. Today on Fox News Rundown Extra, we will share our entire interview with former U.S. Special Representative for Iran Brian Hook. Listen daily for full analysis, expert interviews, and breaking geopolitical coverage on The FOX News Rundown. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Send us Fan MailIf a single narrow waterway can shake the world economy, what happens when multiple chokepoints come under threat at the same time? I'm Russ Scalzo, and I'm looking at Iran with clear eyes: the Strait of Hormuz, the pressure on global oil supply, and the real-world stakes when 25% of the world's oil passes through a vulnerable corridor. We also connect the dots to Bab el-Mandeb near the Red Sea, where the Houthis operate with heavy Iranian influence, turning energy security into a global stress test.But this isn't only a geopolitical update. I talk candidly about why many Christians sense the hand of God in world events, even when war and calamity are hard to process. We hold grace and judgment together, from the Old Testament through Revelation, and we ask what faithful discernment looks like when headlines move faster than wisdom. I also explain why I'm skeptical of neat day-by-day “prophetic timelines,” and why the in-between details belong to God even when the big picture of Scripture stays firm.We close with a direct challenge: our allegiance can't be to a party, a personality, or a media feed. We have to be people of the Book. If you've been watching Iran, Israel, and the Middle East and wondering how Ezekiel 38 and 39 fits, this conversation will give you language, context, and a sober call to prayer. Subscribe, share this with a friend, and leave a review so more people can find the show.Support the show

Welcome to The Times of Israel's Lazar Focus. Each Friday, join host diplomatic correspondent Lazar Berman for a deep dive into what's behind the news that spins the globe. Even for Israeli standards, it's been a pretty wild week in Israel's neighborhood. The ceasefire war between the US and Iran continues to escalate. The threats from US President Donald Trump against Iran grow ever more bombastic, but there is a real feeling that he might carry out a significant attack soon that goes well beyond the limited strikes that we have seen over the past two weeks. Of course, Iran is hitting back, primarily at Kuwait, Bahrain, and Jordan, saying it is targeting US bases in those countries. The Iran-backed Houthis struck two Saudi oil tankers, as that conflict begins to heat up. Houthi threats to the Bab al-Mandeb would mean the Iranian axis is closing the two waterways connecting the Middle East and Europe to Asian markets. There was slightly better news to the north. After six rounds of direct talks and an agreement that envisions peace between Israel and Lebanon, Lebanese forces began moving into the first pilot zone vacated by Israeli forces. Joined by Times of Israel colleague Nava Freiberg, Lazar made sense of the interconnected but distinct theaters that Israeli leaders and citizens are paying close attention to. He explained what Iran is trying to do with its attack on Arab countries. It is determined to impose its reading of the MOU on the world, especially as it comes to control over the Strait of Hormuz. That is why it hasn't hit Israel. Iran knows that Israel, Lazar said, isn't about to run to Trump and ask him to give in to Iran's demands to get it stop firing. Instead, Israel would relish the opportunity to carry out some of the attacks that it had to call off in April, and would likely go well beyond what the Americans are doing. It doesn't make sense for Israel to go out of its way to get involved either. For now, Iran is being degraded, it isn't getting economic relief, and Trump is becoming increasingly frustrated with his Iranian interlocutors. Meanwhile, life is fairly normal in Israel, with flights returning to Ben Gurion Airport and citizens focusing on the election fight. Lazar also shed light on alternative energy pathways being developed in the wake of Iranian threats to the Strait of Hormuz. Israel might have an opportunity to be key element of some of these plans, but it has to change the tenor of relations with some of its Arab partners. Lazar explained why the Saudi-US nuclear deal is a problem for Israel. First of Israel, it shows that Israel is not being consulted by the White House on strategic decisions. In addition, it represents a potential proliferation risk, especially if the current regime in Riyadh is replaced. Turning to Lebanon, Lazar said that progress on the first pilot zone is undoubtedly a positive step. Still, the Lebanese army is incapable of taking on Hezbollah at this stage, and a lot will have to happen before disarming Hezbollah is a likely outcome. It will be important to help the Lebanese government show the public that negotiations with Israel achieve results, especially the return of some civilians to their homes. Lazar Focus can be found on all podcast platforms. This episode was produced by Gabriella Jacobs and video edited by Ari Schlacht.See omnystudio.com/listener for privacy information.

Five months into the Iran campaign, the US has two carrier strike groups parked in the Arabian Sea, a blockade that may take months to bite, and a daisy chain of tankers stretching thousands of miles because there is no longer any fuel or food to buy inside the Gulf. Now the Houthis have entered the chat and declared their own blockade of the Bab el-Mandeb. Just the OG crew with Bryan Clark, senior fellow at the Hudson Institute and a former submarine officer, Justin Mc a former special operations officer who works on defense technology, and Tony Stark. We discuss… What Trump is doing in Iran, why the Navy is short-cycling ships out of maintenance and what happened the last time the fleet ran this hot, from McCain and Fitzgerald to the Truman's two collisions in one deployment Why a ground campaign in Iran is a fantasy, from the Marsh Arabs to the Alborz range to the Baluch salt flats, and what Shia militias in Iraq would do to the logistics tail The nuclear-powered cargo ship renaissance and why circumnavigating Africa at 30 knots suddenly pencils out Whether Congress should get an AI kill switch, why DHS is the wrong home for it, and what happens when the boy who cried wolf is finally right Ukraine's civ-mil drama Learn more about your ad choices. Visit megaphone.fm/adchoices

Five months into the Iran campaign, the US has two carrier strike groups parked in the Arabian Sea, a blockade that may take months to bite, and a daisy chain of tankers stretching thousands of miles because there is no longer any fuel or food to buy inside the Gulf. Now the Houthis have entered the chat and declared their own blockade of the Bab el-Mandeb. Just the OG crew with Bryan Clark, senior fellow at the Hudson Institute and a former submarine officer, Justin Mc a former special operations officer who works on defense technology, and Tony Stark. We discuss… What Trump is doing in Iran, why the Navy is short-cycling ships out of maintenance and what happened the last time the fleet ran this hot, from McCain and Fitzgerald to the Truman's two collisions in one deployment Why a ground campaign in Iran is a fantasy, from the Marsh Arabs to the Alborz range to the Baluch salt flats, and what Shia militias in Iraq would do to the logistics tail The nuclear-powered cargo ship renaissance and why circumnavigating Africa at 30 knots suddenly pencils out Whether Congress should get an AI kill switch, why DHS is the wrong home for it, and what happens when the boy who cried wolf is finally right Ukraine's civ-mil drama Learn more about your ad choices. Visit megaphone.fm/adchoices

Gordon Chang and Victoria Coates report that Iran has activated the Houthis to attack the Bab el-Mandeb strait, a critical choke point for Saudi Arabian oil exports. This escalation has pushed oil prices past $95 as the Houthis use Iranian-supplied missiles and drones to harass shipping. While the House of Saud is targeted, internal frictions between Saudi Arabia and the UAE complicate a unified regional response. The conflict represents a major humanitarian and economic disaster for global commerce. (3)1944 TOKYO STATION

SCHEDULE FOR THE JOHN BATCHELOR SHOW, 7-22-2026.1740 BATAVIA MASSACREGordon Chang and Rick Fisher examine Xi Jinping's introduction of the World Artificial Intelligence Cooperation Organization (WAICO), designed to establish Chinese dominance in setting global AI rules. Headquartered in Shanghai, the group aims to make international partners dependent on Chinese technology while promoting anti-democratic values. Meanwhile, China's economy is struggling, with real growth potentially near zero. Despite manufacturing strengths, China remains vulnerable due to a critical lack of high-end Nvidia chips required for advanced AI development. (1)Gordon Chang and Peter Huessy discuss the Democratic Socialists of America (DSA) bill to drastically reduce the U.S. nuclear triad, including cutting ICBMs from 400 to 150. Supported by Senators Bernie Sanders and Elizabeth Warren, the plan effectively promotes unilateral disarmament. Critics argue this trashes the concept of nuclear deterrence just as China and Russia expand their arsenals. Furthermore, there is a widespread "miseducation" of Americans regarding the necessity of a modernized nuclear deterrent. (2)Gordon Chang and Victoria Coates report that Iran has activated the Houthis to attack the Bab el-Mandeb strait, a critical choke point for Saudi Arabian oil exports. This escalation has pushed oil prices past $95 as the Houthis use Iranian-supplied missiles and drones to harass shipping. While the House of Saud is targeted, internal frictions between Saudi Arabia and the UAE complicate a unified regional response. The conflict represents a major humanitarian and economic disaster for global commerce. (3)Gordon Chang and Victoria Coates continue: China benefits from discounted Iranian oil but views the regime's economic instability as a "bad debt." Simultaneously, Saudi Arabia is deepening its partnership with the U.S. through a landmark nuclear cooperation deal. Iraq has also signaled a shift toward Washington, signing $60 billion in energy deals with American companies like Chevron. While Russia seeks to sell extra capacity to Asia, Ukrainian strikes on refineries may hinder Putin's ability to remain a reliable energy supplier. (4)Peter Earle traces how the word "trillion" entered the economic lexicon in 1981 when the U.S. passed $1 trillion in public debt. Today, the U.S. national debt approaches $40 trillion, with annual interest payments exceeding $1 trillion. Unlike 19th-century millionaires who faced high risks, modern trillion-dollar figures are often a product of government monetary expansion. We have entered "Trillionstan," where massive quantities of money are common, yet their long-term significance is often overlooked by the public. (5)Peter Earle argues that not all trillions are equal; some represent genuine wealth creation, such as SpaceX's $2 trillion valuation based on future technological potential. However, inflation and government borrowing have also inflated nominal values, potentially leading to a fiscal reckoning. If creditors lose faith in U.S. debt, the government may be forced to print more money, further devaluing the currency. Maintaining prosperity requires ensuring that economic forces focus on creating new wealth rather than merely redistributing it. (6)Henry Sokolski warns that the Trump administration's nuclear deal with Saudi Arabia allows the kingdom to enrich uranium, a process that can easily be diverted for bomb-making. Saudi Arabia has rejected the "additional protocol" for rigorous UN inspections, raising concerns about their true intentions. This "black box" arrangement lacks sufficient safeguards to prevent a rapid diversion of nuclear materials. Critics warn that providing enrichment technology to an ally involved in regional warfare is inherently delusional and dangerous. (7)Henry Sokolski continues: the Saudi nuclear deal could trigger a proliferation race, with nations like Egypt, Turkey, and the UAE demanding similar enrichment rights. Furthermore, allies such as South Korea and Poland may reconsider their own nuclear ambitions if they view American security guarantees as insufficient. Proliferation is no longer "old news" but a growing threat as nations seek their own deterrents. The result is a destabilized global order where multiple states hover on the verge of nuclear weapon status. (8)Michael Bernstam explains how Ukrainian drone strikes have destroyed 30% of Russia's refining capacity, causing the "crack spread"—the profit margin for refining oil—to triple worldwide. While Russia exports crude, it now suffers from severe domestic shortages of gasoline and jet fuel. Consequently, Russia is forced to buy back its own refined oil from India at premium prices. Putin has been "hoist on his own petard," creating a global energy weapon that has ultimately turned against the Russian economy. (9)Michael Bernstam reports that Ukrainian drones recently destroyed major distribution hubs for Wildberries, the Russian equivalent of Amazon, causing $2 billion in damage. These strikes have devastated small businesses and middle-class consumers, fueling internal resentment against the Kremlin. Simultaneously, 18 local Russian officials signed a petition calling for Putin's resignation as economic conditions worsen. The loss of consumer infrastructure and rising fuel costs are creating a constituency for ending the war to prevent a total economic collapse. (10)Bob Zimmerman reports that SpaceX is preparing for its 13th Starship flight, a prototype featuring major upgrades for future orbital missions and in-orbit refueling. In India, the startup Skyroot achieved a landmark success with the Vikram-1 rocket, signaling the rise of a private, capitalist space sector. However, the Indian government has counterproductively restricted ISRO employees from leaving for private firms. These contrasting approaches highlight the tension between state-run agencies and the efficiency of private enterprise in the global space race. (11)Bob Zimmerman surveys new discoveries: astronomers have detected a helium atmosphere on a terrestrial exoplanet located 48 light-years away in its star's habitable zone. Closer to home, archival data from Pluto reveals massive landslides, proving the dwarf planet is geologically active rather than dormant. Meanwhile, new images of Valles Marineris on Mars illustrate the canyon's staggering scale, with depths equivalent to the height of Mount McKinley. These discoveries emphasize that planetary bodies across our solar system are dynamic and evolving. (12)Simon Constable notes European energy prices are skyrocketing, with Brent crude hitting $95 and natural gas up 47% in a single month. In France, a heatwave and suspicious forest fires have added environmental stress to the economic crisis. A political movement in the U.S. is targeting data centers for their high energy consumption, which now exceeds 4% of usage. Surprisingly, the United Kingdom hosts the second-highest number of data centers globally, despite its historical association with "Luddite" skepticism. (13)Simon Constable observes that new British Prime Minister Andy Burnham faces immediate skepticism, with polls indicating nearly half of voters feel his government lacks direction. Burnham's focus on domestic issues like capping bus prices is criticized as a "tax and spend" policy that might alienate the wealthy. While he has emphasized national security, his early days have been defined by local populist initiatives. Critics worry his leadership style mimics a "Lord Mayor" rather than a strategic global prime minister. (14)Brandy Shufutinsky details how Qatar has provided extensive grants for Arabic language and culture programs in U.S.K-12 schools. These programs often utilize textbooks that omit Israel from maps and glorify extremist ideologies. Qatar Foundation International (QFI) even funds teacher salaries and work visas, raising concerns about who these educators truly report to. This funding creates a "pipeline" from elementary school to higher education, potentially instilling foreign-influenced perspectives in future generations of American citizens. (15)Conrad Black argues that Canada's economic growth has stalled due to high corporate taxes and "climate alarmist" policies under the Trudeau government. He suggests that new leadership under Mark Carney could revitalize the nation by making it more tax-competitive with the U.S. Canada's vast resources and skilled workforce provide the potential for a rapid rebound. For Canada to succeed, it must pivot back to pro-capitalist policies and attract foreign investment to drive future growth. (16)Two spelling corrections applied: Peter Earle (5, 6 — transcribed as "Pete Earl"; the AIER economist) and Brandy Shufutinsky (15 — transcribed as "Shubatinsky"). Both added to the log unless you'd prefer otherwise.

Donald Trump says he's close to deciding whether to launch a massive attack on Iran as the U.S. military expands its campaign aimed at stopping attacks on commercial shipping in the Strait of Hormuz. The Pentagon used a B-1 bomber against Revolutionary Guard targets for the first time since the fighting resumed, while Iran continues attacking U.S. bases and shipping. Trump says Tehran wants negotiations, but the White House hasn't accepted any of the Iranian proposals. The House voted 214 to 208 to demand an end to hostilities, while the Senate rejected a similar measure 47 to 49.There are a lot of signs that something is about to happen. Air traffic is moving, Israel is opening bomb shelters, hospitals are getting specific instructions, and skirmishes on the Iran-Iraq border might suggest American special forces will get involved. Trump has said Israel would quickly rejoin the fight if asked, but claims the United States could act alone. The B-1 launched from Britain can carry two dozen 2,000-pound bombs or dozens of cruise missiles. Its targets included Iranian military operations centers, maritime capabilities, aircraft hangars, drone storage, and logistics infrastructure.Iran still has some ability to threaten shipping despite officials saying its military capability around Hormuz has been sharply degraded. On the other side of Saudi Arabia, the Houthis have attacked a Saudi shipping line and threatened a second critical energy route through the Red Sea at the Bab el-Mandeb.Politics Politics Politics is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.I think this is on and poppin'. Either there's some kind of détente that lets Trump kick the can past the midterms, or you've got to extract a pound of flesh from Iran. You've got to call their bluff and say: Look, whatever you think you can do, go ahead and do it.I don't think there are any coincidences in the Middle East. It's a very transactional region, and I don't think Saudi Arabia getting a nuclear deal is disconnected from what's happening. My 360-degree view of Iran has always been predicated on the idea that both the region and the United States are looking to reshape the Middle East around Saudi Arabia, the UAE, and Israel as the new powers, while the United States pivots to China. But if you're going to do that, you've got to really degrade Iran.I don't know how you do it or what you can do. It certainly seems that the Trump administration believes bridges and power plants are what the IRGC really, really, really doesn't want to lose. The more audacious military plans include storming an area where we believe Iran has nuclear material and taking it by force, seizing the coastline from which Iran is firing drones and missiles to ensure the Strait of Hormuz stays open, or seizing Kharg Island, where Iran exports its oil. I don't know that Iran can function without the kind of money it gets from oil.It's very hard to follow this because you don't really know what's happening. I didn't know why oil stayed as low as it did before, why it fell before the memorandum of understanding, or why it's shooting up now. If it goes way up, how fast can it fall? I don't know. I have no idea. But it looks like something is about to pop. In fact, it might already be happening by the time this podcast hits your feed.Chapters00:00:00 - Intro00:02:52 - Campaign Undertaker00:13:42 - Iran Heats up00:20:20 - Stock Trading Bill00:21:57 - Midterm Polling00:25:33 - Interview with Josh Jennings01:22:51 - Wrap-up This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.politicspoliticspolitics.com/subscribe

//The Wire//1700Z July 23, 2026// //ROUTINE// //BLUF: TARGETING THROUGHOUT MIDDLE EAST CONTINUES TO ESCALATE. CRUDE OIL FUTURES SURGE AS HOUTHIS ENTER THE WAR BY STRIKING TWO SAUDI TANKERS. U.S. HOUSE PASSES 2027 NDAA, WITH SECTION 219 LANGUAGE INTACT. POLICE SHOOTING REPORTED IN WISCONSIN, PROTESTS ALREADY UNDERWAY.// -----BEGIN TEARLINE------International Events-Red Sea/HOA: The Houthis entered the war overnight, striking two Saudi oil tankers in the Red Sea. The Houthis claim to have targeted the M/T ENCELA and the M/T LAYLIA for attempting to transit the Red Sea to the Saudi oil terminal at Yanbu. The UKMTO confirmed that at least one tanker was struck, but made no mention of the other vessel.Kuwait: Last night the Abdali Border Checkpoint crossing with Iraq was struck by an unidentified Iranian munition. This morning, satellite imagery became available for the first time in a few days over Ali Al Salem Airbase. At this base, a 50+ meter impact crater is visible directly in the center of a series of barracks buildings. The exact timing of this attack is not known, but the imagery indicates it was conducted sometime over the past week.-HomeFront-Wisconsin: Yesterday afternoon a high-profile police shooting was reported in Madison, which involved a man with a knife being shot during a scuffle in the vicinity of Baldwin and Williamson Street. The suspect's identity has not been confirmed yet, however protests and demonstrations broke out immediately after the shooting occurred. More demonstrations were carried out this morning, and more protests are expected over the next few days.Washington D.C. - Last night, the House of Representatives passed the 2027 National Defense Authorization Act (NDAA), which included the highly controversial Section 219 language intact. This section links the American military industry with Israel, embedding Israeli control of discretionary budgets within the Pentagon. The bill enables the creation of an "Executive Agent" for the Pentagon, which will direct American military technological advancements at the behest of the IDF. The bill now heads to the Senate for approval, where it is expected to pass.-----END TEARLINE-----Analyst Comments: Following the strikes in the Red Sea, financial markets reacted as Brent crude spiked to over $100/bbl, bringing futures prices back in line with the height of the war months ago. This is an indicator that the flimflammery present in the financial sector can no longer ignore the reality of the situation at hand. Since the war began, a grand game of musical chairs has been played by powerful entities to pretend that everything is fine, but at some point the markets will be forced into accepting reality by the sheer lack of oil. Within a few weeks the music is going to stop, and hard decisions will have to be made. This is why President Trump himself stated on June 17th that the main reason for signing the MOU was to prevent an extremely dire energy crisis, because the US was running out of oil. He directly stated that the US had 4 weeks of oil reserves left, and that if those run out, "bedlam" would be the result.The Houthi's becoming involved, and proving their dedication by striking oil tankers, is stacking concerns on top of concerns. The war in the Middle East now officially affects three of the most important maritime choke points in the world: the Strait of Hormuz, Bab el Mandeb, and the Suez Canal. Shipping attempting to transit any of these three points will very likely either be targeted directly, or be negatively affected in some way and the other options for securing oil are tightening as well. Venezuela, the nation that has become a proxy state of the US and thusly touted as being a major source of US oil during the Hormuz Crisis...just suffered a catastrophic earthquake that severely damaged infrastructure. Despite this destruction, oil continues to flow, but it was only ever half a million barrels per day before the war, and it's hard to imagine that an earthquake would make that export any easier. The war in Ukraine now including the daily mutual targeting of Russian and Ukrainian tanker vessels further squeezes an already dire situation. Even if the US does not use Russian oil, petroleum is a commodity...a scarcity in one place on earth affects the whole world because supply is reduced and demand remains the same.Over the past few days, most indications and warnings point to a widening of the war in the Middle East. The US has flown a lot of assets into the region, and has relocated many other assets based on the assumption that American bases will continue to be struck. The Israelis are starting to prepare their larger civil defense bunkers in preparation for large-scale ballistic missile strikes, and PM Netanyahu is scheduled to visit the US sometime this week, though the schedule has not been finalized. Glancing at mainstream media right now results in an onslaught of commentary urging strikes on Iran...you can't turn on the television without hearing the words "Pickaxe Mountain" in the context of a random ex-General urging strikes on this bunker complex, which is impervious to everything but a subterranean nuclear detonation.Nothing on the table right now points to de-escalation, in fact, all indications align with a return to the full-scale bombing campaign of the early days of the war. It's always possible to suddenly switch back to diplomacy and not restart major operations, but wars are usually fought on trends. And right now, the trends continue to suggest the war escalating for the time being.Analyst: S2A1 Research: https://publish.obsidian.md/s2underground NomadNet: 5fa68c88be727a0e1a250a75e5e79269 Disclaimer: No LLMs were used in the writing of this report. //END REPORT//

Donald Trump has escalated the US's war against Iran, deploying a heavy B-1 long-range bomber directly from RAF Fairford to strike IRGC targets. Meanwhile, Yemen's Iranian proxy group the Houthis have launched missile attacks against Saudi oil tankers in the Red Sea as part of their blockade.In today's episode of Iran: the Latest, Venetia Rainey and Jerusalem Correspondent Henry Bodkin discuss how the Bab al-Mandeb waterway could become the next Strait of Hormuz, how Iranian missiles are becoming deadlier, and why Israel is furious about a new US-Saudi civil nuclear agreement. Plus, former US Assistant Secretary of State in the Middle East David Schenker on why a maritime blockade is the most effective tool Trump has against Iran, and his one piece of advice to the president as the conflict threatens to spiral out of control. HighlightsUS deploys heavy B-1 Bomber to Iran as strikes escalateHouthis attack Saudi oil tankers in Red Sea as part of blockadeCONTRIBUTORS:Venetia Rainey, co-host and executive producer @venetiaraineyHenry Bodkin, Jerusalem Correspondent @HenryBodkinDavid Schenker, The Washington Institute and former US Assistant Secretary of State for Near Eastern Affairs @davidschenker1WATCH US ON YOUTUBE: https://www.youtube.com/playlist?list=PLJnf_DDTfIVAif-vifC6F2aoPB8GIw6dkCONTENT REFERENCED:US bombs Iran from UK air base for first time under Burnhamhttps://www.telegraph.co.uk/world-news/2026/07/23/us-bombs-iran-from-uk-air-base-for-first-time-under-burnham/Trump: For every ship Iran attacks we will blow up a power planthttps://www.telegraph.co.uk/world-news/2026/07/22/donald-trump-iran-ships-power-plant-strait-hormuz/How Iran's missiles became more lethalhttps://www.telegraph.co.uk/world-news/2026/07/23/how-irans-missiles-became-more-lethalAmbrose Evans-Pritchard: Beware the rising energy dangers of Trump's Gulf warhttps://www.telegraph.co.uk/business/2026/07/22/beware-the-rising-energy-dangers-of-trumps-gulf-war/ITL Best News and Analysis Podcast - Publisher Podcast Awards 2026The Telegraph Podcast Publisher of the Year 2026 - Publisher Podcast Awards 2026ITL Nominated Podcast of the Year - Society of Editors News Podcasts Awards 2026Producer: Peter ShevlinVideo Producer: Max BowerResearcher and Social Producer: Anna HindmarshStudio Operator: Chris JanuaryExecutive Producer: Venetia Rainey ► Sign up to our most popular newsletter, From the Editor. Look forward to receiving free-thinking comment and the day's biggest stories, every morning. telegraph.co.uk/fromtheeditor► EMAIL US: Contact the team on battlelines@telegraph.co.uk► GET THE LATEST HEADLINES: Find all our latest Iran coverage here: https://www.telegraph.co.uk/iran-war/ Hosted on Acast. See acast.com/privacy for more information.

Kevin discusses and covers the following stories: Americas Commercial Transportation Research Co. (ACT) reported May Used Class 8 Truck Sales, J.D. Power reported the auction component; the American Transportation Research Institute (ATRI) released the 2026 Analysis of the Operational Costs of Trucking, its flagship benchmarking report; the University of Michigan released their July Preliminary Consumer Sentiment Index; oil prices react to the escalation of U.S. strikes on Iran, Iran's proxy, Yemen's Houthis, announcing a blockade of Saudi Arabia and threats to tankers carrying Saudi oil through the Bab el-Mandeb strait (between the red Sea and the Gulf of Aden); gas prices continue to climb; Kevin has the details, digs into the data, puts the information into historical perspective, offers his insights and opinions. See omnystudio.com/listener for privacy information.

L'attacco da parte degli Houthi a due navi saudite nel Mar Rosso ha aperto definitivamente la fase della chiusura dello Stretto di Bab el Mandeb. La guerra è arrivata quindi ad un ulteriore livello di complessità, che rischia di investire il mondo intero. Ne parliamo con Francesco Semprini, inviato a Hormuz per La Stampa, e con Gianraffaele Percannella, consulente militare e strategico internazionale.L’amministrazione Trump starebbe valutando un’operazione militare contro il Jnim, il principale gruppo jihadista affiliato ad al-Qaeda nel Sahel. Ne parliamo con Alberto Magnani, corrispondente de Il Sole24Ore da Nairobi.

US Secretary of State Rubio said Iran was intending to double missile stockpile and that it looks like Iran is not ready to make a deal. He added that the price on Iran will get higher every night until they come to their senses but that Iran is begging to reach a deal.Yemeni Houthis targeted two Saudi oil tankers in the Red Sea, while reports noted that at least 9 ships have stopped passing through Bab al-Mandeb, following the blockade on Saudi ports by Houthis. US equity futures are softer across the board as Alphabet raises AI Capex guidance and STMicroelectronics misses Q3 revenue guidance estimates.DXY rangebound, AUD outperforms after a strong jobs report. Fixed income lower but off worst levels as energy prices continue to drive price action (Brent +4.5%).Looking ahead, highlights include Canadian Retail Sales (May), US Initial Jobless Claims (Jul/18), Chicago Fed National Activity Index (Jun), EU Consumer Confidence Flash (Jul). Policy Announcements from the ECB, CBRT, and SARB. Comments from ECB President Lagarde. Supply from the US. Earnings from Intel, Blackstone, Lockheed Martin & SAP.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US and Iran exchanged strikes for the 12th consecutive night; US President Trump said Iran is getting hit so hard and that they want to make a deal.Yemeni Houthis targeted two Saudi oil tankers in the Red Sea, while reports noted that at least 9 ships have stopped passing through Bab al-Mandeb, following the blockade on Saudi ports by Houthis.Alphabet (GOOGL) shares fell -3.3%, Tesla (TSLA) slipped over 4%, and IBM (IBM) was modestly softer post-earnings.APAC stocks were predominantly in the green, DXY mildly softened, 10yr UST futures lingered near the prior day's trough, and crude futures extended gains.European equity futures indicate a slightly lower cash market open, with Euro Stoxx 50 futures down 0.3%.Looking ahead, highlights include Canadian Retail Sales (May), US Initial Jobless Claims (Jul/18), Chicago Fed National Activity Index (Jun), EU Consumer Confidence Flash (Jul). Policy Announcements from the ECB, CBRT, and SARB. Comments from ECB President Lagarde. Supply from the UK & the US. Earnings from Intel, Blackstone, Lockheed Martin, RTX, TotalEnergies, Thales, SAP & Repsol.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

July 20, 2026On July 17, an Iranian attack on a US base in Jordan killed two soldiers, and left one missing, 17 military personnel have been killed in the Iran War and the Pentagon says 427 have been wounded, Iran is inflicting more damage. They appear to have weaponry and are using it to make the US regional coalition believe that the costs are greater than the security benefits, The Pentagon is not providing much information about the progress of the Iran war, The US has struck bridges and energy infrastructure in Iran, The Houthis in Yemen are imposing a naval blockade on Saudi Arabia, If the Bab el-Mandeb strait is closed, the global oil supply will be further cut, and crude oil supplies in the US are the lowest in 45 years, Trump's speech was not aired live on CNN, ABC, or NBC, perhaps a sign of Trump's falling popularity, The administration is renewing aggressive immigration policies and arrests in July hit a record high, Democratic senators have demanded investigations of the shooting deaths in Houston and Biddeford, Maine, Trump has announced new tariffs on certain products from Canada, which would upend the economy if they take effect.Watch today's recording here: https://www.youtube.com/live/g9TUa1Rwd6U?si=T8_KKcHQZElhpnZ-Get full, free access to Letters from an American here: https://heathercoxrichardson.substack.com/subscribeYou can also find me:Bluesky: https://bsky.app/profile/hcrichardson.bsky.socialInstagram: https://www.instagram.com/heathercoxrichardson/?hl=enFacebook: https://www.facebook.com/heathercoxrichardson/YouTube: https://www.youtube.com/@heathercoxrichardson Get full access to Letters from an American at heathercoxrichardson.substack.com/subscribe

Il 20 luglio il gruppo yemenita degli houthi ha annunciato che imporrà un blocco navale nello stretto di Bab el Mandeb per tutte le imbarcazioni provenienti e dirette in Arabia Saudita. Con Laura Silvia Battaglia, giornalistaIl 19 luglio il presidente del Nicaragua, Daniel Ortega, ha definitivamente seppellito la democrazia nel paese centroamericano annunciando che non ci saranno più elezioni. Con Camilla Desideri, editor di America Latina di InternazionaleOggi parliamo anche di:Gemania • "Una città senza il suo colosso" di Christian Reiermannhttps://www.internazionale.it/magazine/christian-reiermann/2026/07/16/una-citta-senza-il-suo-colossoMusica • Rhapsody in black di Vyacheslav Gryaznov (Aparté)Ci piacerebbe sapere cosa pensi di questo episodio. Scrivici a podcast@internazionale.it Se ascolti questo podcast e ti piace, abbonati a Internazionale. È un modo concreto per sostenerci e per aiutarci a garantire ogni giorno un'informazione di qualità. Vai su internazionale.it/abbonatiConsulenza editoriale di Chiara NielsenProduzione di Claudio Balboni e Vincenzo De SimoneMusiche di Tommaso Colliva e Raffaele ScognaDirezione creativa di Jonathan Zenti

Mentre si prospetta anche la chiusura di Bab-el Mandeb, Donald Trump ha formalmente approvato un accordo che consente all'Arabia Saudita di dotarsi di un programma per il nucleare civile che potrebbe aprire la strada all'arricchimento dell'uranio. Ne parliamo con Emily Tasinato, visiting fellow presso Fondazione CSF, esperta di Paesi del Golfo, e con Oliviero Baccelli, responsabile area trasporti del Centro di ricerca Green dell’Università Bocconi.Ribaltone ai vertici delle forze armate in Ucraina. Il presidente Volodymyr Zelensky rimuove il generale Oleksandr Syrskyi. Il nuovo comandante in capo, annuncia Zelensky, sarà il generale Mykhailo Drapatiy. Commentiamo con Davide Maria De Luca, giornalista a Kiev.

Yemen's Iran-aligned Houthis say they're imposing a naval blockade on Saudi Arabia, a move that opens a new front against the United States in its war on Iran and widens the threat to global energy supplies and trade beyond the Gulf. Iran wanted the Houthis to close the Bab el-Mandeb gateway to the Red Sea if the U.S. continued to attack Iranian power infrastructure. The US says it will 'take care' of the Houthis. So who are the Houthis? Farea al-Muslimi is a research fellow at Chatham House's Middle East and North Africa program. He's told Reuters they dominate Yemen.

Houthis in Yemen are seeking to broaden the impact of the US-Iran war with a blockade of Red Sea ports. The Tehran-backed group warned it would impose an "embargo" on the top oil exporter Saudi Arabia, after the two sides traded fire for the first time in years. Disruption to maritime traffic through the Bab el-Mandeb could further compound the turmoil caused by the confrontation between the US and Iran in the Strait of Hormuz.Also: Donald Trump announces 50% tariffs on Canadian goods. Italy's struggle with childhood obesity. How 3D-printed batteries could change the ability to store renewable energy from solar and wind. What will the UK's new Prime Minister Andy Burnham's foreign policy look like? The social media influencers Andrew and Tristan Tate appear in court in the US in connection with new British rape and sex-trafficking-related charges. And how fitness trackers can alert women that they are pregnant before they know it themselves.The Global News Podcast brings you the breaking news you need to hear, as it happens. Listen for the latest headlines and current affairs from around the world. Politics, economics, climate, business, technology, health – we cover it all with expert analysis and insight. Get the news that matters, delivered twice a day on weekdays and daily at weekends, plus special bonus episodes reacting to urgent breaking stories. Follow or subscribe now and never miss a moment. Get in touch: globalpodcast@bbc.co.uk Photo: Aramco tanks and oil pipe at Saudi Aramco's Ras Tanura oil refinery and oil terminal in Saudi Arabia Credit: REUTERS/Ahmed Jadallah/File Photo

Malcolm Hoenlein and Thaddeus MCCOTTER. Iran has expanded its attacks to seven countries, including strikes on desalination plants in Kuwait and a ballistic missile fired at Saudi Arabia. Malcolm Hoenlein reports the U.S. is hitting infrastructure near Bandar Abbas to isolate Iran's ability to harass shipping. Additionally, the Houthis have escalated threats against the Red Sea and Bab al-Mandeb, acting as a "wholly dependent" tool of Iranian regional pressure. (5)1949

SCHEDULE JOHN BATCHELOR SHOW, 7-20-26John Batchelor with Bill Roggio and Husain Haqqani. This discussion addresses the escalating conflict between the United States and Iran. The participants analyze the effectiveness of American air power, concluding that bombing campaigns alone cannot achieve regime change without a massive ground presence that the U.S. currently lacks the political will to deploy. The conversation highlights regional vulnerabilities, specifically the threat posed by Iranian drones and the potential closure of vital maritime choke points like the Strait of Hormuz and Bab el-Mandeb. Additionally, the panel addresses the difficulty of building a credible Iranian resistance and the ongoing challenge of neutralizing Hamas leadership now operating from Turkey. Ultimately, the experts characterize the situation as a war of vanities with no clear exit strategy for either side. (1)Note: the pasted text contained the same paragraph twice, so I formatted it once. Corrections applied: John Batchelor and Husain Haqqani.

Bridget Toomey. The Houthis have declared a naval blockade on Saudi Arabia, targeting ports and vessels in the Red Sea to demand compensation for the civil war. While their missile capabilities rely on Iran, the Houthis have refined domestic drone production using Chinese components. Shippers are already rerouting around Africa, as even the threat of sporadic attacks makes transiting the Bab al-Mandeb a risk global enterprises are unwilling to take. (9)1962 SOVIET EMBASSY YEMEN

STREAMING MAKING JBS, 7-20-262015 YEMENJohn Batchelor with Bill Roggio and Husain Haqqani. This discussion addresses the escalating conflict between the United States and Iran. The participants analyze the effectiveness of American air power, concluding that bombing campaigns alone cannot achieve regime change without a massive ground presence that the U.S. currently lacks the political will to deploy. The conversation highlights regional vulnerabilities, specifically the threat posed by Iranian drones and the potential closure of vital maritime choke points like the Strait of Hormuz and Bab el-Mandeb. Additionally, the panel addresses the difficulty of building a credible Iranian resistance and the ongoing challenge of neutralizing Hamas leadership now operating from Turkey. Ultimately, the experts characterize the situation as a war of vanities with no clear exit strategy for either side. (1)Note: the pasted text contained the same paragraph twice, so I formatted it once. Corrections applied: John Batchelor and Husain Haqqani.

July 20, 2026On July 17, an Iranian attack on a US base in Jordan killed two soldiers, and left one missing, 17 military personnel have been killed in the Iran War and the Pentagon says 427 have been wounded, Iran is inflicting damage, It appears to have weaponry and is attempting to make the costs to the US regional coalition greater than the security benefits, The Pentagon is not providing information about the progress of the Iran War, The US has struck bridges and energy infrastructure in Iran, The Houthis in Yemen are imposing a naval blockade on Saudi Arabia, If the Bab el-Mandeb strait is closed, the global oil supply will be further cut, and crude oil supplies in the US are at the lowest levels in 45 years, Trump's speech was not aired live on CNN, ABC, or NBC, perhaps a sign of falling popularity, The administration is renewing aggressive immigration policies, arrests in July hit a record high, Democratic senators have demanded investigations of the shooting deaths in Houston and Biddeford, Maine, Trump has announced new tariffs on certain products from Canada, which would upend the economy if they take effect.Watch today's recording here: https://www.youtube.com/live/g9TUa1Rwd6U?si=T8_KKcHQZElhpnZ-Get full, free access to Letters from an American here: https://heathercoxrichardson.substack.com/subscribeYou can also find me:Bluesky: https://bsky.app/profile/hcrichardson.bsky.socialInstagram: https://www.instagram.com/heathercoxrichardson/?hl=enFacebook: https://www.facebook.com/heathercoxrichardson/YouTube: https://www.youtube.com/@heathercoxrichardson Get full access to Letters from an American at heathercoxrichardson.substack.com/subscribe

Iranian attacks on shipping in the Strait of Hormuz has put into sharp relief both the costs of modern war in the age of proliferating drones and a fundamental principle dating to the beginning of our Republic. From the get-go, Americans have fought and died defending freedom of navigation imperiled by British warships and Barbary pirates seizing our vessels and their crews. Now, Iran's allies in Yemen and China are also threatening that principle in the Red Sea's Bab-el-Mandeb and in the Taiwan Strait and South China Sea, respectively.  Much rides on whether we'll demonstrate the ability to restore deterrence of such modern day piracy, or as some on Capitol Hill are demanding, cut and run. There will be few places to run – or sail – to if freedom of navigation is no longer exercised by us and our friends. This is Frank Gaffney.

STREAMING THE MAKING OF THE JOHN BATCHELOR SHOW, FEATURING SIMON CONSTABLE, 7-16-26.1650The sources provide a detailed look at several interconnected global issues, ranging from geopolitical conflict and commodity volatility to climate extremes and societal health.The transcript highlights a significant escalation in the Middle East, specifically regarding the Bab-el-Mandeb and the Strait of Hormuz. The Houthi rebels have begun targeting the Bab-el-Mandeb, a critical choke point for Saudi Arabianoil exports. Additionally, reports indicate that the US Navy fired Hellfire missiles at an unarmed merchant oil tanker near Iran's Kharg Island after the vessel allegedly ignored multiple warnings. This move is described as a troubling development that complicates the "optics" of the ongoing conflict and raises questions about the US mission and definition of victory.Market instability is a recurring theme, with energy and agricultural prices reacting to conflict and climate. Brent crude rose to $85 per barrel, a 7% monthly increase, while European Union gas prices spiked by 30%. Prices for wheat (up 12%), soybeans (up 7%), and corn (up 7%) have climbed, partly attributed to a lack of fertilizer, exacerbated by Ukrainian drone strikes on major Russian petrochemical plants. A 2% drop in copper prices is noted as a worrying sign of a potential global economic slowdown.Environmental challenges are impacting both Europe and North America. Temperatures in France and the Mediterranean reached between 40°C and 44°C (112°F), leading to approximately a thousand excess deaths. Smoke from wildfires in Canada has drifted over New England, causing "smoky orange" skies and poor air quality. The sources also discuss the "Super El Niño" phenomenon—where Central Pacific waters are 2.5 degrees Celsius above normal—which disrupts global weather patterns by causing alternating cycles of drought and heavy precipitation.A featured "longevity quiz" provides insights into US and global health trends. The average life expectancy at birth in the US is 79 years. Hawaii has the highest average life expectancy, while West Virginia has the lowest at 72.2 years. Monaco, San Marino, and Hong Kong are identified as the regions with the highest longevity worldwide.The transcript notes a violent backlash against AI, with tech executives receiving death threats and data centers facing security incidents from those fearing job displacement. However, the speakers argue that AI is a tool that historically creates new opportunities and shifts the nature of work rather than destroying it entirely. They compare the current transition to the rapid technological shifts seen since 2009, which enabled remote broadcasting and new forms of digital entrepreneurship.Bullets converted to prose, headers removed. One correction: Kharg Island (source had "Car Island"). No tail numbers added — say the word if you want them.

MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Anas Alhajji. They'll discuss Anas's review on how we got into this conflict and why he still believes that it was the goal of the United States to close Hormuz. https://bit.ly/4wKIgvh    

Michael Bernstam explores Houthi threats to the Bab-el-Mandeb strait, which could drive oil prices over $100 per barrel by choking global shipping. Simultaneously, Ukrainian drone strikes have crippled Russian refining capacity and shipping in the Black Sea, leading to energy rationing, electricity shortages, and potential food crises in Crimea. (2)

SCHEDULE JOHN BATCHELOR SHOW, 7-15-261904 PERSIAMichael Bernstam discusses China's "colonial" economic relationship with Russia, demanding natural gas at heavily subsidized domestic rates. Capitalizing on Russian weakness, Beijing insists Russia fund its own pipelines while China signals a shift toward supporting Ukrainian territorial integrity, effectively throwing Putin "under the bus" to pressure the West. (1)Michael Bernstam explores Houthi threats to the Bab-el-Mandeb strait, which could drive oil prices over $100 per barrel by choking global shipping. Simultaneously, Ukrainian drone strikes have crippled Russian refining capacity and shipping in the Black Sea, leading to energy rationing, electricity shortages, and potential food crises in Crimea. (2)Bob Zimmerman provides updates on SpaceX's Starship test flight and the FAA's rapid approval process. He details the deployment of version three Starlink satellites, rumors of a massive new Louisiana spaceport, and criticizes a Texaspolitician's "irrational" investigation into Elon Musk's government grants for rural internet access. (3)Bob Zimmerman explains why AI is currently inadequate for counting lunar craters, failing to meet human accuracy standards. He also highlights the discovery of a potential black hole in Omega Centauri, discusses the desolate nature of Mars's Jezero Crater, and notes the mysterious, unexplained "spokes" appearing in Saturn's rings. (4)Steve Yates analyzes the Taiwan People's Party's (TPP) historic visit to mainland China. Originally a pro-identity youth movement, the TPP is now seeking political power through a coalition with the pro-China KMT. This shift complicates Taiwan's political landscape, as the younger demographic overwhelmingly identifies as Taiwanese, not Chinese. (5)Cleo Paskal exposes Chinese cognitive warfare in the Solomon Islands, where identical pro-Beijing propaganda appeared in separate newspapers. She details China's aggressive pressure on Palau, utilizing economic threats, triad activity, and cyberattacks to force the nation to de-recognize Taiwan before an upcoming regional forum in late August. (6)Charles Burton discusses the strained Canada-US relations regarding the Gordie Howe Bridge. Disagreements over ownership and revenue sharing led Donald Trump to claim a "victory" by coercing Canadian concessions. This dispute has fueled hostility in Canada, leading to a boycott of US travel and alcohol imports in Ontario. (7)Charles Burton criticizes the lack of transparency regarding Chinese infiltration in the Canadian government. He argues that Prime Minister Carney's administration prioritizes business interests over national sovereignty, ignoring warnings about espionage and transnational repression while pursuing empty promises of doubled trade from Beijing to counter US tariffs. (8)Evan Ellis reports on the collapse of Cuba's electric grid, marking the third major blackout in nine days. While the island devolves into ruin, the Trump administration weighs military action against potential negotiations with the Castrofamily, as China and Russia provide only minimal, symbolic economic and political support. (9)Evan Ellis details the humanitarian crisis in Venezuela following twin earthquakes. While US Southern Commandprovides tactical aid, the corrupt and inefficient Rodriguez government is unable to respond to massive destruction, including thousands of deaths and ruined infrastructure. The situation highlights the inadequacy of the current Venezuelan regime. (10)Evan Ellis examines political instability in Bolivia involving Evo Morales and the upcoming inauguration of Keiko Fujimori in Peru. He also notes unresolved tensions over the Falkland Islands as Argentina faces Britain in the World Cup, emphasizing Javier Milei's strategic shift toward collaboration with the United States. (11)Evan Ellis analyzes judicial cruelty in Brazil, where Flavio Bolsonaro is barred from visiting his ill father. In El Salvador, President Bukele is seeking an unconstitutional third term. Despite his high approval ratings and security successes, the move raises alarms about the global trend of abandoning democratic constraints. (12)Thaddeus McCotter reflects on the death of Senator Lindsey Graham and the rising global pattern of political violence, including the murder of a UK MP. He also addresses credible Iranian threats to assassinate the US President, suggesting that decapitation strikes against heads of state have become routine. (13)Thaddeus McCotter connects global energy prices to military strategy, noting how Ukrainian drone strikes on Russianrefineries impact domestic affordability. He warns that the Republican party must clarify objectives in Iran and Ukraineto address MAGA base concerns regarding "forever wars" before the upcoming midterm elections. (14)Judy Dempsey discusses the US naval blockade of Iran and European concerns over energy security. She argues that European leaders find Trump's policies unpredictable and emphasizes that the future must be built on transparency, democracy, and accountability to counter the rise of authoritarian models like communist China. (15)Judy Dempsey highlights increasing threats against European politicians, particularly in Germany from the far-right AfD. Despite the current prominence of "strong men," she maintains that authoritarian systems are unsustainable because the human spirit fundamentally requires freedom, which dictatorships cannot provide or permit in the long term. (16)Headers and affiliations omitted, tail numbers (1)–(16). Corrections applied: Thaddeus McCotter (source had Thaddius), Cleo Paskal (source had Pascal), Omega Centauri (source had Centuri), and Jezero Crater (source had Jazero).