Podcasts about mideast

region that encompasses Western Asia and Egypt

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Best podcasts about mideast

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Latest podcast episodes about mideast

Behold Israel
MIDEAST & BEYOND: TURKEY, SYRIA, AND THE ROAD TO THE NEXT WAR

Behold Israel

Play Episode Listen Later Aug 19, 2026 61:30


Turkey is moving deeper into Syria, Israel has drawn a clear red line, and Damascus may once again become the flashpoint to watch. Could the events unfolding along Israel's northern frontier ultimately lead to the war foretold in Ezekiel 38?Connect with us on social:Telegram: @beholdisraelchannelInstagram: https://www.instagram.com/amir.tsarfati/Facebook: https://www.facebook.com/beholdisrael/X: https://x.com/beholdisraelYouTube: https://youtube.com/@beholdisrael

The Mike Broomhead Show Audio
Hour 2: Mid East 

The Mike Broomhead Show Audio

Play Episode Listen Later Aug 18, 2026 33:51


Iran has failed to make a deal, what will President Trump do next? 

Bloomberg Daybreak: Asia Edition
Mideast Risk Hits Stocks, BHP Profit Jumps

Bloomberg Daybreak: Asia Edition

Play Episode Listen Later Aug 18, 2026 19:12 Transcription Available


Business and finance news from the Asia-Pacific. Asian bonds followed Treasuries lower as concerns over government finances mounted, while higher oil prices added to fears that inflation will quicken. Treasury 30-year yields rose to 5.32%, a level last seen in June 2007. Oil prices advanced as prospects for peace in the Middle East dimmed, reviving concern that prolonged geopolitical tensions will threaten supplies and keep energy costs elevated. Global benchmark Brent rose 0.3% to $91.10 a barrel after President Donald Trump said he wasn't interested in extending the expiring agreement with Iran and fighting flared anew in Lebanon. Bloomberg's Executive Editor for Asia Markets Paul Dobson breaks down the markets. Plus - in earnings news, BHP Group's full-year profit rose by almost a third, thanks to improved copper and iron ore prices that helped the world's largest miner beat forecasts, just as new boss Brandon Craig takes the helm. Craig, who started as chief executive officer in July, is focused on delivering a major pipeline of growth including expansions in South American and Australian copper — as well as its push into potash, a mineral used in fertilizer. BHP says it is targeting 3% to 4% copper equivalent growth per year up to 2035 — roughly double consensus expectations. Julia Lee, Investment Director at Shaw and Partners Asset Management spoke to Bloomberg TV host Paul Allen.See omnystudio.com/listener for privacy information.

The Jimmy Dore Show
U.S. Sailors Are JUMPING OVERBOARD To Escape Mideast Deployment!

The Jimmy Dore Show

Play Episode Listen Later Aug 17, 2026 59:29


Multiple sailors aboard the USS Abraham Lincoln have reportedly attempted to jump overboard amid severe mental stress, food shortages, and inadequate basic supplies after more than 250 consecutive days at sea. In this segment Jimmy and Americans' Comedian Kurt Metzger highlight allegations from sailors and their families about deteriorating conditions across multiple Navy and Marine Corps ships, including shortages of fresh food, toiletries, laundry facilities, and other necessities.  The two also contrast those conditions with Pentagon spending, including millions of dollars on lobster, ribeye steaks, king crab, and other expenses under the military's "use it or lose it" budgeting practice. The commentary argues that the disparity reflects serious leadership and resource-allocation problems within the U.S. military, particularly as service members endure unusually long deployments. Plus segments on Bibi Netanyahu revealing that Israel's war is with Christianity and the West, TPUSA Pastor Rob McCoy caught lying about the rooftop shooter and recent reports of San Francisco cops' outrageous salaries. Also featuring Stef Zamorano and Mike MacRae! Plus a phone call from James Carville!

Bloomberg Daybreak: US Edition
Gaza Strikes Dent Mideast Peace Prospects; Trump Reduces US-South Korea Drills

Bloomberg Daybreak: US Edition

Play Episode Listen Later Aug 17, 2026 14:53 Transcription Available


Today's top stories, with context, in just 15 minutes.On today's podcast:1) Fighting between Israel and Iran-backed Hezbollah flared in Lebanon over the weekend, the latest setback in efforts to end parallel wars in the Middle East that have dragged on for almost six months and disrupted global markets.Israel’s military said Sunday that it killed Abu Hassan Alaa, a senior Hezbollah commander, in southern Lebanon a day earlier. Eleven people died in the Israeli strikes, which Prime Minister Benjamin Netanyahu said were in retaliation for an attack by the militant group that seriously injured three soldiers.2) President Donald Trump told the Pentagon to “substantially reduce” joint military exercises with South Korea and indicated his decision to do so was driven by frustration the longtime US ally hadn’t provided more support for his war with Iran.3) Hayden Panettiere, known for her roles on “Heroes” and in “Scream 4” and “Scream 6,” has died. Her rep confirmed her death to ABC News. A cause of death was not immediately known. “It is with profound sadness that we share the tragic passing of our beloved Hayden. She was an incredible light and a force of nature who brought immeasurable love and joy to all who knew her — and to the millions who watched her onscreen,” her rep told ABC.See omnystudio.com/listener for privacy information.

AP Audio Stories
Top US Middle East commander visits deployed aircraft carrier, and other Mideast news

AP Audio Stories

Play Episode Listen Later Aug 16, 2026 0:38


The top U.S. military commander in the Middle East visits the long-deployed aircraft carrier USS Lincoln. AP correspondent Donna Warder reports.

Bill Handel on Demand
Handel on the News

Bill Handel on Demand

Play Episode Listen Later Aug 14, 2026 31:54 Transcription Available


Amy King and Neil Saavedra join Bill for Handel on the News. White House accuses over 40 countries of helping China avoid US tariffs. New aircraft carrier heads toward Mideast after reports of issues on long-deployed USS Lincoln. LAX people mover is 99% done, but uncertainty mounts near deadline. Amid fire danger, Malibu declares emergency to clear homeless encampments.See omnystudio.com/listener for privacy information.

Antiwar News With Dave DeCamp
US Sending Fresh Aircraft Carrier to Mideast, Israel Assassinates Gaza Police Official, and More

Antiwar News With Dave DeCamp

Play Episode Listen Later Aug 14, 2026 30:34


https://expatmoney.com/antiwarPhone bank for Defend the Guard: https://defendtheguard.us/phonebankSign up for our newsletter: https://www.antiwar.com/newslette

The China-Global South Podcast
How China Uses Space to Build Influence in the Mideast

The China-Global South Podcast

Play Episode Listen Later Aug 13, 2026 41:29


China is expanding its space partnerships across the Middle East through satellites, navigation systems, technology transfer, and other forms of cooperation. Beijing tailors these partnerships to individual countries, while governments such as Egypt, Iran, and the UAE use Chinese cooperation to pursue their own technological and strategic interests. A new report in the Texas National Security Review, Choosing Orbits: China's Space Diplomacy in the Middle East, explores how regional agency, technological competition, and the broader U.S.-China rivalry are increasingly intersecting in space. Two of the article's authors, Lawrence Rubin, a professor at the Georgia Institute of Technology, and Lincoln Hines, an associate professor at Georgia Tech, join Eric to discuss how space is the new frontier in China's soft power diplomacy.

AP Audio Stories
New aircraft carrier heads toward Mideast after reports of issues on long-deployed USS Lincoln

AP Audio Stories

Play Episode Listen Later Aug 13, 2026 0:40


A different aircraft carrier heads toward the Mideast after reports of issues on the USS Lincoln. AP correspondent Jennifer King has more.

FDD Events Podcast
Congress' MidEast mindset | feat. Laura Kelly

FDD Events Podcast

Play Episode Listen Later Aug 12, 2026 29:10


Headlines:U.S. forces fired on a Panama-flagged ship early Tuesday for running Washington's blockade of the Strait of Hormuz, hitting its rudder after the crew ignored warnings.Last Thursday the leaders of India and Israel had a phone call. Some called it "out-of-the-blue." But the conversation between Modi and Netanyahu was decidedly not random.Former Hamas hostage Sagui Dekel-Chen took the stage to perform nine songs he wrote entirely in his head during 498 days in captivity.---FDD Executive Director Jon Schanzer provides timely situational updates and analysis, followed by a conversation with Laura Kelly, foreign policy reporter for The Hill.Learn more at: fdd.org/fddmorningbrief

Millennial Media Offensive
MMO #231 – Southpilled

Millennial Media Offensive

Play Episode Listen Later Aug 12, 2026 153:41


Producers for MMO #231 Executive Producers Praetor Hannah of the Smokin' Okie Plains   Fiat Fun Coupon Producers Trashman Sharky Shark Nail Lord of Gaylord Emily the Fed Ethan P Praetor Wiirdo of the Not So Flat Lands   Booster Producers boolysteedfountain.fm     | 3,333 | BAG DADDY BOOSTER! bugeyedstormtrooperfountain.fm | 2,042 NostrGangfountain.fm      | 101 NostrGangfountain.fm      | 101   Creative Producers: Episode Artwork Netned did it again!   Follow Us: X/Twitter MMO Show John Dan Youtube (while it lasts) MMO Show Livestream Rumble MMO Show Livestream Twitch MMO Show Livestream   Shownotes: Dan's Sources University of Michigan college hiding first-semester grades from freshmen beginning fall 2027 Why it took 30 years for Tupac Shakur’s murder case to go to trial Serbia's Vučić sends signal to Brussels and Moscow by hosting Zelenskyy with pomp and circumstance Saudi Arabia, Turkey and Pakistan sign historic defence pact. Explained Turkey MPs back law on reintegrating Kurdish PKK militants • FRANCE 24 English Who will be impacted by Trump's new executive orders targeting birthright citizenship? Germany military service: Many unwilling to sign up despite government push Now The IRA Want In Russia-Ukraine War: Long-Range Ukrainian Drones Reach Western Siberia | WION News Former Syria dictator Bashar al-Assad sentenced to death Turkey, Saudi Arabia and Pakistan sign defense pact • FRANCE 24 English University of Michigan college hiding first-semester grades from freshmen beginning fall 2027 Why it took 30 years for Tupac Shakur’s murder case to go to trial Serbia's Vučić sends signal to Brussels and Moscow by hosting Zelenskyy with pomp and circumstance   John's Shownotes National Security            AF1 Switcheroo ABC   Politics            New Barbarians – Ezra Klein on Nolan’s Odyssey   Climate            Columbian Earthquake CBS   Mid East            Mecca Agreement   Vaccines            Erin Burnett Debunks Trump CNN              Measles at Universal Studios

Global Summitry Podcasts
Now S4, Ep 3: Subacchi on the State of Europe's Relations with Its Allies and Its Adversaries

Global Summitry Podcasts

Play Episode Listen Later Aug 12, 2026 35:34


Allies and Its Adversaries It was my pleasure to invite Paola Subacchi back into the Virtual Studio to examine the state of Europe's relations with its allies and its adversaries. We look at how Europe is reacting to the two hot conflicts, one in Ukraine and the other in the Mideast with the US and Iran; the instability created by the Trump administration in the global order; the geopolitical rivalry between the US and China; how Europe might react to a new UK Prime Minister; and how Europe responding to all these political and economic actions, and more. Paola Subacchi is currently Professor and Chair in Sovereign Debt and Finance at Sciences Po, Paris, and Adjunct Professor at the University of Bologna. She is also a partner at Essential Economics, a London-based economic consultancy. Her publications include: “The People's Money: How China is Building a Global Currency” and more recently, “The Cost of Free Money: How Unfettered Capital Threatens Our Economic Future”. She is currently working on a volume, the (provisional) title of the book is: “Debt Tangle”.

Secure Freedom Minute
The Red-Green Axis Metastasizes in the Mideast

Secure Freedom Minute

Play Episode Listen Later Aug 11, 2026 0:56


While official Washington is understandably preoccupied with the war with Iran, a tectonic shift has just occurred in the region that threatens to overshadow that conflict's ongoing challenges and knock-on effects.  For many years, we have been encouraged to believe that three sharia-supremacist nations – Turkey, Pakistan and Saudi Arabia – are reliable U.S. allies. Indeed, the Trump administration has counted on them to negotiate on our behalf with the Iranians.  The announcement that those three nations have just established a mutual defense accord is ominous. It means that Saudi Arabia is now joining the Turks and Pakistanis in aligning with the Red-Green axis forged by Communist China and the Muslim Brotherhood.  Reports that Egypt may soon join them signals our enemies are filling a perceived vacuum of power in the Mideast, increasingly threatening Western civilization at a particularly bad time.  This is Frank Gaffney.

AP Audio Stories
Trump scoffs at Iran's demand for war reparations and other Mideast developments

AP Audio Stories

Play Episode Listen Later Aug 11, 2026 0:44


AP's Lisa Dwyer reports that President Trump is turning the table on Iran over compensation demands.

AP Audio Stories
Iranian-backed Houthi rebels renew attacks on key port city, and other developments in the Mideast

AP Audio Stories

Play Episode Listen Later Aug 11, 2026 0:38


AP correspondent Charles de Ledesma reports Houthi rebels have targeted the coastal Mokha and the central province of Marib with missiles and drones.

Bill Handel on Demand
Handel on the News

Bill Handel on Demand

Play Episode Listen Later Aug 10, 2026 30:30 Transcription Available


(August 10, 2026) Amy King and Neil Saavedra join Bill for Handel on the News. Itan won’t reopen the Strait of Hormuz without U.S concessions and other Mideast developments. Pentagon seeks plan to accelerate weapons production. Fiber line vandalism causes Verizon outages across Southern California.See omnystudio.com/listener for privacy information.

WBAI News with Paul DeRienzo
080726 Mid East Defense Pact, Jobs Losses Soar, Birthright Boondoggle, Coastal Resilience, Adams Booed

WBAI News with Paul DeRienzo

Play Episode Listen Later Aug 8, 2026 4:55


080726 Mid East Defense Pact, Jobs Losses Soar, Birthright Boondoggle, Coastal Resilience, Adams Booed by The News with Paul DeRienzo

Behold Israel
MIDEAST & BEYOND: IS THE MIDDLE EAST CLOSER THAN EVER TO EZEKIEL 38?

Behold Israel

Play Episode Listen Later Aug 4, 2026 72:02


Is Trump's proposed Hamas disarmament deal a real step toward ending the Israel–Hamas war or mostly political optics? In this episode, Amir Tsarfati and Barry Stagner discuss Israel's refusal to withdraw from Gaza without verified disarmament, the latest U.S. and Iranian moves, Saudi Arabia's delicate balancing act, and President Trump's regional strategy. They also expose growing global deception about Israel, rising anti‑Semitism, and show how these developments fit the bigger picture of Bible prophecy and the end times.Connect with us on social:Telegram: @beholdisraelchannelInstagram: https://www.instagram.com/amir.tsarfati/Facebook: https://www.facebook.com/beholdisrael/X: https://x.com/beholdisraelYouTube: https://youtube.com/@beholdisrael

Contending for Truth Podcast, Dr. Scott Johnson
Emergency Freedom Alerts: 8-3-26–Part 2

Contending for Truth Podcast, Dr. Scott Johnson

Play Episode Listen Later Aug 4, 2026 117:50


Table of Contents: VIDEO: Northeast Texas is Becoming an Islamic Stronghold! Muslims Openly Brag Sharia Law is here! Dearborn Muslim Police Chief Proudly Announces 45% Arab Force & Hijab Respect in Policing–This is the Islamization of American law enforcement! City planning records show that a subdivision called “New Africa” in Little Rock's John Barrow neighborhood was approved in 2020, with plans for about two dozen homes plus mosques, an Islamic school, a clinic, and other facilities—all under a private covenant that requires buyers to sign an “Islamic Bill of Assurance” saying the community will follow social guidelines drawn from the Quran! Top Headlines: WELCOME TO THE MEGA-WAR–MIDEAST, EUROPE CONFLICTS MERGE–WORLD ON EDGE– USA Appears Headed for Strategic Defeat, Allies Fear…–General warns Pentagon lacks forces to protect Israel… TEHRAN VOWS STRIKES ON ENERGY SITES–WATER SUPPLIES IN AT LEAST 7 STATES TARGETED IN CYBERATTACK Scope of Hacks on U.S. Water Supply Widens as Evidence Points to Iran THIS IS HAPPENING: Starting In December, The US Military Draft Registration Goes Fully Automatic! The Same Thing’s Happening In New Zealand, Australia, France, Germany, Sweden, The UK, Canada- The Globalists Are Gearing Up For Their New World War! MAJOR UPDATE: Trump Is Preparing To Institute A National Draft And Everything We’re Seeing Right Now Is Simply A Test Run! Trump says Medicare and Medicaid may not survive as war spending takes priority!! If the State Claims Roughly Half of a Working Life, Are We Slave for Half the Year? The Devil JEFF BEZOS HAS SOMETHING TO SAY!–Reacting to a recent controversial statement made by the tech tycoon – where he advocates for AI development OVER basic human needs! BlackRock’s CEO just told the world that AI infrastructure needs trillions–And where does he think that money should come from? It's Your savings–Your pension–Your retirement! Not framed as a choice–Framed as participation in “national growth”! Top Headlines Read: TECH BACKLASH TURNS VIOLENT–DATA CENTER ANGER The AI Backlash Has Tech Executives Fearing for Their Lives Trump Gives Full-Throated Support of Big Tech’s Data Center Expansion! Says: ‘You Can’t Fight It’ AI Data-Center Revolt Goes National: Tea Party Veteran Leads 142 Rallies Across 42 US States AI Companies Are Buying Antique Books, Ingesting Their Contents to Train Models, and Then Destroying Them at Incredible Scale–ALL KNOWLEDGE IS BEING ACCUMULATED TO BE ABLE TO SELL ACCESS AT A LATER DATE AND CENSOR REAL HISTORY!  The Demonic Evil Of AI Data Centers Are AI Data Centers Supplying Water and Power to Underground Bases (DUMB's) Below Them? Palantir Just Got EXPOSED | CIA Whistleblower Sounds the Alarm ‘Shut It Down’: World’s Largest Data Center Project on Verge of Collapse After Blackstone Pulls Out Level 3 Wildfire Evacuations in Washington Force Thousands to Flee, Data Center Planned Demonic Insanity! As Americans Now Spend an Insane Amount of Hours on AI Companion Apps PDF: Emergency Freedom Alerts 8-3-26 Click Here To Play The Part 2 Audio Source

Renegade Talk Radio
Episode 899: Alex Jones It’s Official: A New World War Has Begun! Welcome To The MEGA-WAR! Mideast, Europe Conflicts Merge

Renegade Talk Radio

Play Episode Listen Later Aug 3, 2026 119:57


It's Official: A New World War Has Begun! Welcome To The MEGA-WAR! Mideast, Europe Conflicts Merge! Cyber Attacks Hit Water Supply In Seven States!

CBN.com - NewsWatch - Video Podcast
Trump Halts Strike; Christians: It's Spiritual Warfare | CBN NewsWatch, 8/3/26

CBN.com - NewsWatch - Video Podcast

Play Episode Listen Later Aug 3, 2026 28:29


US & Iran begin new talks after Trump halts huge strike; Christian leaders see spiritual battle in Mideast; how parents can learn what's being taught in schools, which may be inappropriate for their kids; Army expands drone warfare training.

The Times of Israel Daily Briefing
Saudis talk Trump down from Iran strike... for now

The Times of Israel Daily Briefing

Play Episode Listen Later Aug 2, 2026 22:54


Welcome to The Times of Israel's Daily Briefing, your 20-minute audio update on what's happening in Israel, the Middle East and the Jewish world. Mideast expert Ksenia Svetlova joins host Amanda Borschel-Dan for today's episode. US President Donald Trump said late Saturday that he had called off a major attack on Iran after being assured by Tehran and other Middle East countries that a framework for a deal to fully reopen the Strait of Hormuz and “end the Iran nuclear threat” had been reached. Ahead of that announcement, Saudi Crown Prince Mohammed bin Salman held a phone call with Trump in which he stressed the importance of talks and of preventing the conflict with Iran from widening. Today, Svetlova delves into Saudi Arabia: What are its concerns during this current conflict with Iran, even as it must deal with the Houthis and their threats to block the Red Sea. She proposes that, despite assurances from Trump, the chances of normalization between the Jewish state and the Saudi kingdom are increasingly slim. In the wake of the drone strike on a US-owned gas storage tanker at Egypt’s Mediterranean port of Damietta, Svetlova assesses the willingness of Egypt to join the fray against Iran. We take a look at the newly announced deal that would see Hamas eventually lay down its arms. How is it being received by the Arab world? And finally, Svetlova speaks about senior Palestinian figure Mohammad Dahlan, who has stepped into the spotlight for helping broker the Hamas disarmament. Who is he and will we soon be hearing more about him in future leadership roles? Check out The Times of Israel's ongoing liveblog for more updates. For further reading: Trump says he and Israel have called off Iran attack after being assured deal is imminent Saudis said to gear up for ground invasion against Iran-backed Houthis in Yemen Drone strikes US-owned gas tanker in Egyptian port, in possible expansion of Mideast war Exiled Palestinian leader says Kushner told him Israel would halt Gaza strikes; deletes post Subscribe to The Times of Israel Daily Briefing on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. Ari Schlacht edited this episode.See omnystudio.com/listener for privacy information.

The Weekend
“Perimeters of a Deal”

The Weekend

Play Episode Listen Later Aug 2, 2026 40:05


August 2 2026; 7am: President Trump has once again pulled back from threats to escalate US strikes in Iran, cancelling a planned attack that was expected this weekend, saying that Mideast allies reached the “perimeters of a deal” to end the war.  Mara Karlin, former Assistant Secretary of Defense for Strategy, Plans and Capabilities in the Biden administration, joins “The Weekend” to discuss. For more, follow us on social media: Bluesky: @theweekendmsnow.bsky.social Instagram: @theweekendmsnow TikTok: @theweekendmsnow To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Situation Room with Wolf Blitzer
Major Mideast Breakthrough?

The Situation Room with Wolf Blitzer

Play Episode Listen Later Jul 31, 2026 92:59


President Trump announces a historic agreement for the disarmament of Hamas in Gaza. A senior Hamas official says they're on board, but it all hinges on Israel ... Tens of thousands of migrants pour into Spain in a deadly rush. We bring you the latest on the efforts to defuse this crisis ... Anthropic becomes the second AI company this week to reveal its AI hacked a competitor. They're calling it a "misunderstanding."    Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Times of Israel Daily Briefing
Iran's first strike on Egypt tests CENTCOM's defense umbrella

The Times of Israel Daily Briefing

Play Episode Listen Later Jul 30, 2026 23:56


Welcome to The Times of Israel's Daily Briefing, your 20-minute audio update on what's happening in Israel, the Middle East and the Jewish world. Military correspondent Emanuel Fabian joins host Amanda Borschel-Dan for today's episode. A drone hit a US-owned gas storage tanker at Egypt’s Mediterranean port of Damietta yesterday. No party has claimed responsibility, and authorities are continuing their investigations; however, two unnamed Iranian sources are quoted by The New York Times as heavily implying that Tehran was behind yesterday’s attack, marking the first targeting of that country in the current war. As Iran flexes, Fabian describes the role of CENTCOM in the region and discusses recent cooperative strikes held by the US and Saudi Arabia. We explore the concept of Israeli air supremacy and learn what US assets are currently on Israeli soil -- and flying off of it. Fabian updates on the Hezbollah drone that hit an Israeli armored bulldozer stationed in the IDF’s south Lebanon buffer zone overnight Tuesday, in violation of the ongoing truce. We next turn to Gaza, where the Israel Defense Forces on Tuesday struck a mosque in Gaza City, saying Wednesday that it was one of several Hamas weapons depots in the central and northern Gaza Strip that it destroyed this week. In the second half of the program, we turn to the case of an Israeli civilian who previously served in the military in a classified unit who has been arrested and charged with spying on behalf of Iran. Fabian touches on similar recent cases and explains that perhaps these would-be spies are not only in it for the money. And finally, yesterday IDF Chief of Staff Lt. Gen. Eyal Zamir again said that the military must expand its ranks and draft more ultra-Orthodox soldiers, as data showed an increase in Haredi enlistment over the past year. We learn about whether the new Haredi brigade is meeting expectations. Check out The Times of Israel's ongoing liveblog for more updates. For further reading: Drone strikes US-owned gas tanker in Egyptian port, in possible expansion of Mideast war Hezbollah drone hits IDF bulldozer, violating Lebanon truce, IDF says, days ahead of talks IDF strikes Gaza City mosque, claims it was used for weapons storage ‘I know a lot’: Veteran of secret IDF unit charged with spying for Iran IDF chief tells Haredi commanders army must grow, as data shows uptick in enlistment Subscribe to The Times of Israel Daily Briefing on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. This episode was produced by Ari Schlacht.See omnystudio.com/listener for privacy information.

The Milk Check
The Perfect Storm for Milk Solids

The Milk Check

Play Episode Listen Later Jul 30, 2026 36:35


Milk already feels tight across much of the U.S. That could be the setup for a perfect storm. Summer heat, warm nights, wildfire smoke and plant disruptions have pressured milk production and moved milk into unexpected places. Now, Class I bottlers are preparing for schools to reopen just as cheese plants, protein beverage manufacturers and other processors compete for the same milk solids. In this episode of The Milk Check, guest host Josh White and the Jacoby team break down what could make August, September and October especially interesting for dairy markets. We cover: How heat, smoke and limited nighttime cooling affected milk production Why school bottling demand could tighten the market further How the cybersecurity disruption temporarily increased condensed skim availability How conflict, Red Sea risk and higher freight costs are complicating dairy exports The dairy market is not moving in a straight line. But competition for milk solids is building, and the next few months could determine which product sectors get the milk they need. Listen to The Milk Check episode 103: The Perfect Storm for Milk Solids. Also available on: Amazon Music, Apple Podcasts, Spotify, and YouTube. Got questions? We'd love to hear them. Submit below, and we might answer it on the show. Ask The Milk Check Transcript: [Opening commercial] Josh White: [00:00:00] Coming up on the Milk Check. Jennifer S. Kuo: The Red Sea seems to be an issue now as well. Tyler Jokerst: Yeah. Josh, if the Houthis are getting involved, when you’re looking at Yemen that’s a direct effect on the Red Sea, which is the other half of that peninsula . And then it starts to limit the only access point that you can have into the Red Sea being through the Suez Canal. Josh White: ​In absence of our fearless leader, Ted we invite our audience to join us for one of our bi-weekly commercial meetings, where our group gets together and breaks down the market based on our individual disciplines. Today’s group is a fairly large one but we have members representing our fluid team, our ultrafiltered and cream team, cheese, butterfat, milk powder, and whey, which makes up our trading group.  We’re in the dog days of summer right now, schools are out, families are traveling. There’s people out of the office not making decisions. That’s happening both in the U.S. and in Europe. Let’s touch on current market, climate, what we’re experiencing, and then what we’re paying attention to or looking out for in 30 days time. Let’s start with where we’re at on the milk side of things. Greg, both you and Jared, have experienced a little turbulence over the past week or so with some milk movements. We’re just coming out of a big heat stretch. We’re on the cusp of the South starting to refill its bottling pipelines. What are you feeling and seeing right now, Greg? Greg Scheer: We’ve had some plant closures that have pushed milk around the Mideast, the Northeast, and, around the country. We have had a week or two of that. The first heat wave, back several weeks ago, hit the cows harder than expected, and I’m wondering if maybe that’s the age of the herd is a little older that maybe it hit them a little more. Usually, you have a heat wave, the cows recover some. Normal summer, they get another heat wave, and then, it hits them a little harder the second time or third time. Seems like the first heat wave hit the cows a little harder. I think production’s down just a little bit more than we expected or earlier than maybe a normal summer. Other than plant problems that push milk around, it feels tight. We get to next month, schools start up again or are about to, and bottlers start putting milk into the bottle for schools, then it’s gonna get really tight and could be tight through September, October when maybe production comes back a little bit and the pipeline gets filled, and then it levels off demand a little bit. It feels tight other than plant closures. It’s gonna get really tight in a month. And, we’ll see where it goes. But production does seems like it was hit harder. I’m just wondering if maybe the age of the herd may have a little bit to do with it. Josh White: It was also pretty warm nights for the Midwest. It’s pretty well documented that above 70s: tough on cows; below 70s: allows them to recover nicely. I’m in Gurnee, Illinois, which is Grand Rapids [00:03:00] latitude on the Michigan side. For us to get nights above 70 is rare. And we just went through a pretty good stretch where we had a lot of them. The entire Mideast and the Midwest, we went through a solid four or five days of pretty bad smoke. At least our area was bad enough that just walking outside to get your mail, you could taste it. So I can’t imagine that helped anything. Greg Scheer: How much it hurt is hard to quantify maybe, but definitely didn’t help things. Josh White: Are we still really talking about two different countries, more or less? California, everything seems to be fine. They’re running great. They’re just pumping out milk, and then the rest of the country where it feels a little tighter? Greg Scheer: That’s the sense I get everybody I talk to. Yes. You’ve got California on an island there just filling up their plants, and everybody else in a tighter feel, all the way from the Upper Midwest, Mideast, Northeast. And then as you mentioned, I do think the pull to the Southeast will be starting fairly soon as their production slows, and by mid-August when they’re bottling for schools it’ll really get tight. Josh White: Europe is also talking about some of the same things. Heat sounds like it’s impacted France the most. Germany’s been pretty resilient. Everything I’ve read or heard is that in the recent weeks, people have taken their milk production forecast for the remainder of the year down in Europe, and by a noteworthy amount. To be clear, I think most expect European milk production for 2026 to be higher than it was in 2025, but it’s been notably higher through June. And looking ahead, for them to be taking those numbers down to modest growth means that they’re expecting year-over-year numbers to be down the second half of the year. So Europe seems to be slowing its rate of growth. Curious to what that means going into 2027. We seem to be making good milk, and we’ve got plenty of ability to process it, but the rest of the world feels like it’s starting to slow its growth rate, and maybe start to slow down as we look ahead to 2027. Class I plants looking to start filling up a bit in the next two to four weeks. Jared, what’s that mean for you and your team and your products? Jared Miklasz: Yeah, moving over to the condensed and fluid skim side, the market has become noticeably longer over the past couple weeks, and the obvious driver there was the disruption that Fairlife experienced, which affected multiple plants across the country. With those plants still operating below full capacity following that cybersecurity event, milk that would have normally went into their UF and finished protein beverages has been redirected into balancing outlets which, in turn, made condensed skim much more available, and that increased availability was real. We saw a lot more local offers as a result. As operations normalize and those plants continue to ramp up, I would expect some of that excess product to be reabsorbed, although the timing remains still uncertain. Condensed skim has been tight for much of the year. Obviously, that’s been supported by the steady Demand from both Class II and III. And the strong nonfat demand has also kept skim solids competitive. As those dryers continue to pull available skim [00:06:00] away from the condensed markets school milk will also begin here, as Greg alluded to, which should move more milk back into the bottling programs and further reduce the amount of condensed skim available for manufacturing for these Q4 months. Moving over to the UF side of things, that continues to have the strongest long-term demand story. We’ve touched on it almost every podcast, but high-protein dairy appears to have real staying power. Demand is coming from athletes, consumers focused on weight management, older adults trying to maintain muscle. And that’s even beyond the folks using the GLP-1 medications who are told to prioritize protein. That demand also extends well beyond protein shakes. It’s into yogurt, lactose-reduced products, other nutritional beverages, other applications that require greater control over protein, lactose and total solids. But the other key part of that is the cheese, as that’s an important outlet for UF. As those butterfat levels in the farm milk continue to rise, high protein UF can help rebalance that cheese vat and improve yields. The challenge is that cheese makers are competing with higher value protein beverage and yogurt for that same UF supply. More UF capacity is expected to come online, though, here later this year and into ’27, but that does not necessarily mean that the market will become over-supplied. I think the key question is whether capacity grows faster than the demand. The category obviously remains strong, although that increased competition from a wider retail perspective and potential consolidation could eventually slow growth. But so far that demand has continued to outperform expectations. That strong UF demand also tightens the broader skim market because, obviously that milk is moving into UF and no longer available for condensed skim or nonfat. But, overall improving milk production should create more opportunities, particularly in the skim market. However, that strong demand has regional processing constraints and plant reliability all play key factors here long term. Josh White: So we’re probably not gonna be moving in a straight line here, right? As production responds, we’re trying to anticipate how demand continues to grow. We definitely know it’s in vogue. It seems structural, like that we would see more of these protein-enhanced consumer products coming online that are using liquid protein, as well as the popularity of the whey products and some of the others. But over the course of the next 30, 60 days, how are you feeling like that balances out? I heard you mention that we don’t really see a lot more UF coming on until maybe later in the year. In the meantime, if I’m mapping this out correctly, particularly in the eastern half of the country, we’re already snug milk. We have a lot of capacity for cheese that has been filling. We got hit with some heat, and we’re trying to digest the impact on milk production, but we believe there’s been some already in mid-July. And Class I’s gonna start to ramp up in August, and at the moment it feels to me like we’re gonna be competing pretty heavily in all of these sectors for the available milk solids that are out there, and it’s already snug [00:09:00] before the Class I starts to pull their share. Jared Miklasz: Yeah, it feels like a perfect storm here. Everyone’s competing for those solids in the back half of this year before that additional capacity comes online to meet some of that demand. And that competition’s been playing out all summer, but I think it’ll really heat up as we get into August and September, and October, and schools start ramping up, and all, everything aligns there. So I think it’ll be very interesting to see, if any product sectors get shorted.  On the protein beverage side they have shelves to make sure they stock and keep that space at the big box stores as well. So I think they’re gonna try to get their milk, but you alluded to it, these, investments on the cheese side, they’re gonna wanna keep those plants full. Jared Miklasz: So it’s gonna be interesting to watch. Josh White: June milk production was a little bit higher than maybe most expected, 2.3% for the country, if I read it right. But most of that heat impact has been in recent weeks, right? The recent three weeks, so since July. We’re looking at a milk production number that’s dated, but we’re experiencing a milk production climate right now that seems to be a little bit tighter for a variety of reasons. But probably one of the bigger one is normal seasonal summertime heat, but may be coming on a bit earlier than expected and a bit stronger than we’re used to at this point in time. We’ve had more headwinds in July. Let’s talk cream for a second. Butter is moving counter seasonally.  Overall, the market still feels heavy, but normally this time of year we wouldn’t be moving in the direction that we are. So let’s go with where everything starts. What’s happening on the cream side of things? Jared Miklasz: Yeah, fat remains tight, which has been, somewhat surprising given the amount of milk being separated for the high-protein beverages and all the value-added skim products that we just talked about. As those markets continue to grow, obviously that generates butterfat and that has to find a home. But based on that, I, I would’ve expected more cream to be available, but instead that market has continued to absorb it. Butter is currently trading in the 155 to 160 range, well below levels that we saw last year. And at those levels, cream is much easier for the manufacturers to use in ice cream, cultured dairy, cream cheese, and other Class II applications. It reduces that risk far as finished product and carrying less value. but part of that may be the manufacturers that, you know, adding that fat back into formulations after pulling back when butter prices were much higher. Lower fat cost obviously as far as the taste and texture can improve flavor and yield across the board for a range of products. Even with the stronger milk production and continued growth in the farm level butterfat I do not expect that the cream market is suddenly gonna become long, particularly during these summer months and with the heat that’s still on the horizon and pressure on both milk and volume and components. Over time, the additional milk and fat production should help bring the market back into better balance. But right now, it’s been long. That processing capacity will remain just as important as the total volume that’s being produced. Josh White: Is Class II performance still very strong this year? Jared Miklasz: It is, yeah. They’re the ones that are soaking up the majority of that fat right now. Josh White: Do we have a sense for if we had to try to measure the whole category, and I realize there’s a lot of products that go [00:12:00] into that category, it’s pretty difficult to paint the broad brush. But do we have a sense for are people looking at current markets as an opportunity to build structural inventory, or are they just moving that much more at the shelf? Jared Miklasz: I don’t have a good answer for that one, man. Josh White: Yeah, I don’t either. It’d be curious. ‘Cause if our Class II performance, we’ve seen just domestic performance in certain products look really well year to date. Like the amount of nonfat that’s been consumed domestically, the Class II numbers suggest that things are going really well in, in those markets. I’m just curious if consumer demand is up that much for some of these because maybe pricing promotions or other things, or if there’s been some structural stock building in anticipation of needs the rest of the year. Let’s move on. Let’s talk about cheese a bit. Cheese just made a pretty decent move higher. In Europe similar things, mozzarella prices have really started to move higher in Europe. And now all of a sudden with the U.S. moving higher and European cheddar quite a bit lower than the bounce they saw on their mozzarella, we’re not maybe in quite as an advantageous price position internationally as we were before. How do we see that playing out? Jeff Daanen: You just wonder the real effect is it gonna be for a month or two when we see what happens and how much cheese is out there. But there is cheese available. If you wanted extra loads, they are there. We’re pretty heavy in cheese. The only thing that we don’t have a lot of right now is mozzarella. A lot of that had to do with the World Cup, and there’s some plants that shut down for maintenance. Like Jared said, it was kinda like the perfect storm. plants shut down. People were eating a lot of pizza because of the World Cup, a lot of house parties and stuff like that. But in about another month we’ll be out of this, and there’ll be plenty of mozzarella available. Jennifer S. Kuo: Our price is a lot higher right now than compared to Europe. especially in the Middle East, and even in Asia still, so many people delayed what they would’ve normally ordered in Q2 and going into Q3 because of all the uncertainty, the much higher fuel costs. Everybody has depleted their inventory. And despite our higher prices, we are still getting many requests now still from the Middle East. Pricing really isn’t an issue. It’s just how soon can you ship, and how soon can you guarantee that it’ll get here? So price does not seem to be the barrier right now. Everybody has used their inventory, and they all need to restock. We have the supply. They’re willing to pay a little more. Europe hasn’t really been a conversation with any of our customers. They have not really tried to push back and say, “Europe is better priced right now.” But yeah, the demand is definitely there right now, despite the jump in our market recently. Josh White: Interesting. So it feels like the international demand’s there. The customer’s de-stocked. But at least for products other than mozzarella, we feel really heavy domestically. Is that still accurate? Jennifer S. Kuo: Yeah. Yes. Yeah. But we are seeing the demand in the Middle East is not just for mozzarella right now. It is more geared towards [00:15:00] cheddar. We are getting more inquiries for cheddar than mozzarella right now, which is good for us, both white and color. Tyler Jokerst: Obvious barriers there or risk can be tied around the current situation in Iran as well. Jennifer S. Kuo: The Red Sea seems to be an issue now as well. Tyler Jokerst: Yeah. Josh, you’re dealing with updated issues if the Houthis are getting involved, when you’re looking at Yemen that’s a direct effect on the Red Sea, which is the other half of that peninsula . And then it starts to limit the only access point that you can have into the Red Sea being through the Suez Canal. So it can create a major supply chain choke point for just anybody trying to get any kind of imports into the region. Josh White: Including Europe, right? Tyler Jokerst: Yeah, because, that tends to be a route that can cut down on transit times. So you can run into situations where you might have to go around the Cape of Good Hope to get where you need to get. So it can cause a lot of complications across the board. Josh White: So, you got an international market that does demand product. They’re not well covered, but we’re constantly fighting our ability to access and supply that demand. Same story two months later. Jennifer S. Kuo: Yeah, and freight has doubled, And that did not seem to be a barrier. Tyler Jokerst: Nope. Josh White: Demand seems resilient then, huh? Tyler Jokerst: Yeah, so I guess Josh, not being too familiar on the dairy side, still learning a lot I would imagine that means the price difference there is significant enough where historically logistics has been a major barrier for U.S. product getting international. I think that clearly the opportunities continue to make themselves clearer for international growth with U.S. dairy product. Josh White: If we could wave a wand and the conflict was over tomorrow, which is not likely, I understand that, do we think that customers are going to step in heavily and demand’s gonna feel strong at that moment because they’re not getting an adequate amount of product? Or have they been purchasing to be safe all along and trying to stay ahead of their needs? Jennifer S. Kuo: I think they’ve been trying to wait it out, and they keep thinking, “Oh, okay, it’s, the war is over, the war is over,” and it keeps restarting. I don’t think they have any inventory now. They wanna know how fast can you get it here and how much. Josh White: Specifically as it relates to the Iran conflict, where are we at in terms of demand destruction? Because when we started these conversations, and I think we had Cefetra on a call probably almost two months ago now, and we asked the question: how long does this have to go on before it goes into notable demand destruction within the region because people can’t import the raw materials they need to make the products that they consume? If price isn’t, really the barrier at the moment, it still is access to the supply. I think at that point in time we talked about August sort of being, like, the magic month to where if this lasts into August, we’re gonna start to really hurt dairy consumption within the region. Jennifer S. Kuo: I think that’s still the magical question we’re trying to find the answer to. Tyler Jokerst: The war is prolonging the situation. It could’ve happened by now, but that huge variable is not really giving us a good read. Josh White: Do we think the answer is gonna be universally the same between milk [00:18:00] powders, butterfat, and cheese, or is it different for different products? Jennifer S. Kuo: The answer’s the same because it’s availability. They’re all on the same boats, right? Yeah. You don’t ship cheese separately from powder separately from butter. I think it’s all just access based. Josh White: I’ll clarify the question. It’s less about the ability to get the product and more about at what point in the timeline when you can’t get it conveniently, do you start to have demand destruction on the consumer level? Because you can’t get the cheese, which you will find its way to retail, the butterfat, which is largely an ingredient for processed cheese applications and other things, the milk powders, which serve some of the same and some different manufacturing products. All three of them overlap each other like a chain, but the cheese is closest to consumer. The butterfat is very close to consumer as an ingredient making some of these processed cheese products and other things, milk powder is going into some of that, but then also as an ingredient maybe in other applications like bakery and some consumer packaged goods. If we get into August, which of those areas is most vulnerable? Is it the consumer products because they really are bringing it in just in time, they have to make what they make they’re considered more luxury type items that, you can cut from your diet if you can’t get it versus maybe something along the lines of manufactured products that they may have more deep inventories of, and they will run out, but they might not be running out until September or beyond. At this moment I don’t get the impression talking to European colleagues, talking within our own team in the different product categories, it doesn’t feel like material demand destruction yet. It seems like we’re still finding a way to get some product in, seems like they’re still willing to pay for product, seems like some stuff’s still happening. It’s just at some moment that will come to a head, I think. And we initially expected by August it would become a real problem that meant we’re going to be missing dairy demand out of that region. And we’re knocking on the door of August. Josh White: We’ll be right back after these messages. Diego Carvallo: I’m Diego Carballo with T.C. Jacoby & Co.. T.C. Jacoby & Co. specializes in international dairy markets. For new customers that haven’t done business with Jacoby, I would tell them that we can provide them with many of the powders, dairy products that they consume, not only with the physical product, but we can also help them mitigate their risk. We know dairy. We know the main players. We know the main providers for the whole value chain. We are one of the strongest players in the U.S. market because we have contact all the way from the farmer moving the liquid milk all the way to the end users that buy the end products. I am Diego Carballo with T.C. Jacoby & Co., and we bring dairy to the world. Josh White: Let’s shift gears. Diego, let’s talk a bit about nonfat dry milk, skim milk powder, and what’s happening, globally [00:21:00] there. Yesterday, we had a firm GDT. What does that tell you? Diego Carvallo: We’ve seen the market under heavy pressure, mainly in the U.S., which was the market that was the most expensive for the past I would say six months. It seems like the U.S. market is going back into a price range where we’re competitive internationally. And that had to happen because the U.S., as we’ve mentioned before, we need to export about two out of three loads that we manufacture in the U.S. for nonfat. And we were not competitive for a long period of time. Our prices were $400 to even $1,000 per metric ton higher than European prices. And now that we finally have plenty of availability we have to find a price where exports become competitive again. And that’s what’s happened. In the past few weeks, we’ve had a few additional factors that have added pressure to prices, and that’s what Jared mentioned on plant interruptions in the U.S. And that’s definitely shifted some skim milk concentrate and some products to the drying towers. And that’s adding a lot of pressure onto prices. We’re seeing more inventory, more product availability from the manufacturers. The market is looking for other outlets, and those outlets are in the Middle East, in Asia, and other places, maybe South America, where the cost of the freight has gone up to an extent where we’re paying probably twice what we used to pay. So the exports price has to come down so that we’re competitive again. We should find some support in the current levels. We’re close to the $1.40s and the physical offers are even lower than that especially for SMP. For SMP, we’re seeing offers close to the $1.35, which is ten cents under the current futures. And I think at that level, we’re starting to be competitive even with a more expensive freight rate. I think we should find support unless we start seeing Europe trend lower and New Zealand prices also trending lower, which hasn’t happened at this point. A lot of availability around and not too many customers looking for product at this moment. Josh White: Okay, on the whey product side, it is absolutely the definition of a summer market right now. I think after two quarters of prices constantly moving up for whey proteins, and the whey market trying to rebalance so many changes over the past year. Over the course of 2025 and into early 2026, we saw a lot of large sweet whey powder producers upgrade their facilities to higher protein WPC80 or WPI. At the same time, there was the commissioning of a very large sweet whey powder facility in Texas that is offsetting the production that we’ve lost, and that’s been a bit turbulent. And that just means that we’re exchanging approved brands for both domestic [00:24:00] customers and international customers for a new brand that needs to be approved. And so we’ve seen a trading range for sweet whey powder that’s been 60 to 70 cents for quite a while. But the actual spot market has seen a lot more basis volatility. New brands trying to buy their way into business, brands that remained that have legacy or approvals for perhaps Asian clientele in a market that seems to be pretty short right now, they’re getting bigger basis premiums. So sweet whey powder has been largely range-bound, but that doesn’t really tell the story. It’s been a big shift in who has the product and where that product can go. On the protein side that story’s pretty well-documented and well-reported at the moment. It is shockingly resilient. Diego mentioned that milk proteins are realizing the benefits of this health and wellness movement. Some of the current trade relationships might be supportive of milk proteins. Aside from that, we’re just seeing more demand, people formulating to it, buying more and using more of it. Jared talked about the UF side of things and how there’s just new demand creation in a lot of different categories from beverage to, some of the other Class II products. The whey category remains just on fire. It seems to be both products. Now, we had two quarters in a row where people were terrified they couldn’t get access to supply, and they watched pricing increase by 20-plus percent. Now we get into the summer and pricing hasn’t increased over the last few weeks, and that’s making some people nervous. You’ve got a lot of people out there that are like, “Oh, it’s not gonna continuously go up. does that mean this market’s going to crash?” It’s always possible, of course. These markets don’t move one-directionally. We should expect a retracement at some moment in time. But everything I read from the consumer demand aspect of it, I don’t see any cracks in the floor. What I see is we’ve moved pricing up so rapidly that now that people are going into the summer months and maybe taking some holidays, if they come back in August and need to replenish, this thing goes right back up. If they come into August and find out that the movements on the shelf at the grocery stores have slowed as much of a price increase we’ve seen, we should look out. So I’m not in either camp right now. I guess I’m a little bit more of the belief that the consumer profile seems to be growing, seems to be willing to pay the prices that we’ve seen. And every time we start to think that the GLP-1 catalyst will end or mature, the GLP-1 drug gets cheaper, you can take it in a different form, and a larger percentage of Americans are actively using the drug. I’m also starting to see the GLP-1 aspect of the protein market get reported in Europe more. We have to remember, the U.S. market is nowhere near mature and in terms of its adoption of GLP-1 as a weight loss tool, consumers are educating themselves at a rapid level, trying to understand what the right foods are, and dairy seems to be on the right side of that discussion. Whey protein maybe being the biggest beneficiary. Milk proteins, though, certainly [00:27:00] a beneficiary. And the rest of the world still can follow. So I don’t know. I remain pretty bullish protein overall, but I think it would be irresponsible to assume that this is a one-directional market, and that it’s just gonna resume an uptrend as we get past the summer slowdown that we’re experiencing in North America and Europe. We need to be aware of what some of the potential upside shocks could be to the market as the globe enters those months where we produce the least amount of milk. We should keep our eye on a few potential shocks. Not all to the upside, some to the downside but I think we’re vulnerable to see maybe a little bit of volatility in the months to come. Let’s go through the group as sort of kind of a fun round the table. Most important discussion or impactful thing in the past week that has your attention. So Tristan, let’s start with you. Tristan Suellentrop: One of the most notable developments is the continued shift towards milk proteins. As WPC80 and WPI prices remain expensive and a little bit more difficult to source, I’ve noticed more people are evaluating MPCs as a partial replacement which is creating stronger demand across the entire high proteins category.  Kait, how about you? Kait Holzschuh: There does seem to be a lot of demand for whey permeate and lactose abroad that you just don’t see in the U.S., so I find that kinda interesting. Josh White: Yeah, good point. We didn’t touch on that, but it started with lactose, and now it’s even cascaded to whey permeate. The amount of inquiries that we’ve received in the past couple weeks across all sectors: international feed sectors, international food sectors, domestic food, and domestic feed. There’s clearly it’s clearly a tight market. Great point. Thank you. Miguel? Miguel Aragón: It might be just isolated to Mexico, but there is a glut of cheese in Mexico. When we were in the $1.40s, probably, a lot of cheese made its way down there, and it has affected the market right now. With the prices now, the hope of the customers that we talk to is that things will level off. But right now, still a lot of cheese, a lot of cheap cheese in Mexico. It affects current business right now. And the second one is demand during World Cup was not as good as expected, and this comes from the Association of Supermarkets and Convenience Stores in Mexico. So two things that really caught my eye in the last two weeks. Josh White: How do we feel the same question would be answered in the U.S.? Do we think that the World Cup impact on demand was worse than, equal to, or better than expected? Jeff Daanen: I think it was better than expected. Because when this first came out, I didn’t think that it would impact a whole lot. But when it was all said and done, it just seems like the snack part of the cheese business really took off, along with pizzas. I think there were a lot of pizzas consumed. That’s why mozzarella’s really tight, and it probably will be for at least another month or so. Josh White: Jonathan? Jonathan B. Powers: Yeah, I think probably the most impactful thing is talking about WPC [00:30:00] 34 and nonfat. Nonfat and SMP hasn’t been readily available in the Midwest, and there’s a need for that protein range in the calf milk replacer world, and we’re starting to get a lot more conversations around stockpiles for those products. As we’ve discussed, WPC 34 is kind of a dying product. There’s not a lot of people that are making it anymore, and there seems to be a lot of companies, even in the food space, that are still very reliant on it and trying to satisfy the need for it when it isn’t necessarily available. We’ve had people reach out for permeating lactose. The volume of requests has been astonishing, honestly. Josh White: Manuel? Miguel Aragón: Where I have a lot of my focus is cheese in general. It just feels like there is something brewing right now. Technically, it’s entered a uptrend right now again and it’s still choppy, right? At least on the futures board. But it feels like there’s opportunities there and yeah. So I’m just soaking up everything I can hear about cheese right now and really try to get a feeling for the market there. Besides that, nonfat is just shaving off more and more. We basically broke the support we had for a long time now, so it really feels like it’s on another leg down. Yeah, we’re gonna see how that plays out. I personally also think we’re gonna find support in the 140s. We might test a little lower than that, but at some point, it should stall and become a little more stable. Josh White: Diego, based on what you said about S&P in the 130s and then what Manuel just said about the technical support and what that looks like, that kind of aligns, right? Because I think I heard you make the comment that as we, a 140 nonfat, you can make S&P cheaper for those that don’t really pay attention to the difference. Lactose is really tight, too. Do we think that there’s a connection to why the milk sugars are tight, and all of a sudden, we are seeing pricing that’s a little bit more SMP competitive globally? Diego Carvallo: I do think that there is, yeah. We made very little SMP for the first six months of the year because it wouldn’t make any sense to export when we’re $1,000 higher than European markets. Now that we’re competitive, it does make a lot of sense to make SMP, especially when protein is very high and you can take it down with a cheap product like lactose or milk permeate. It makes sense to find demand in other markets for the SMP. So I do think that the demand for the carbohydrates has picked up now that nonfat has become competitive again. ​ Josh White: For the benefit of everyone so we’re all talking the same language, nonfat dry milk and SMP are typically universally used in applications, but they’re very different products. What we call nonfat dry milk is an unstandardized product. That specification is a minimum protein percent of 34. But today’s productivity [00:33:00] of components in our milk supply, the average unstandardized protein level in nonfat dry milk is pushing 38 or more percent at least 37 and a half in most times. Now, the rest of the world standardizes their product, and they standardize to either one of two things: 32%, which is the old Codex, 34%, which I think is a little bit more common. Or at least it’s common out of the U.S. that we would standardize to 34%. When we say why would there be a connection between lactose and milk powder, you can add lactose or milk permeate to your nonfat supply to bring the protein down to a standard level. So when we stay standardized, that’s what we mean, where they’re basically bringing it to a 34% protein, most commonly out of the U.S., and then that allows us to compete for international business. Certain markets can use either, but certainly would, prefer a higher protein content at a competitive price. So when I mention our futures are at $1.40, that’s nonfat, and our average nonfat has a higher protein. So if we’re standardizing, that means that we can add this cheaper lactose or cheaper milk permeate to the volume, and that lowers the overall price. So the whole conversation there was more or less like, “Hey, are we making SMP now, and are we competing globally for international business? ‘Cause if we are, that also tells us at least we’re closer to finding a support price, finding some type of global support level for the product.” But you’ll hear us really start to break down the difference between SMP, nonfat dry milk. But many customers can use either. I wouldn’t say most, but many Okay. I, we covered a lot. Yara, any discussions over the past week that you that you feel were most interesting? Yara Morales: It’s a lot of inventory in Mexico, and the customer was offering me nonfat dry milk instead of buying. That was the most surprise, we know that since the price is going down so bad, and they have a lot of inventory with high prices. They have a contract that they have to take it. That’s hard for them. They are losing a lot of money. And the inquires, they looking for whey permeate. They are looking for lactose and proteins. But it’s hard to get the whey permeate and the lactose like you mentioned it. But this is the inquiry we have in Mexico so far, just protein basically because otherwise it’s difficult right now. Josh White: Yeah, agreed. Okay, all, I know it was an unusual discussion. Thanks for joining us today on the Milk Check. Mike Brown: For one part of the supply chain to be successful, everyone has to be. My superpower is practical application of data and analysis. I believe firmly that Jacoby’s success is because we help our suppliers and our buyers be successful. I’m Mike Brown, and I love working for T.C. [00:36:00] Jacoby and Co. because I get to help people Make their businesses more successful. ​

Improve the News
Mideast conflict strikes, Trump gain-of-function restrictions and OpenAI agent hack

Improve the News

Play Episode Listen Later Jul 30, 2026 33:19


Saudi Arabia and the U.S. carry out strikes on Iran-backed groups in Iraq, the Trump admin ends funding for gain-of-function research, while Dr. Anthony Fauci pleads the fifth a Senate COVID hearing, the U.K.'s Andy Burnham pledges "cross-party consensus" in a social care speech, OpenAI reveals that its AI agent tried to hack other companies, South Africa and Russia deepen military ties, Chile arrests a retired colonel wanted for killing a folk singer in 1973, world leaders attend Lindsey Graham's funeral, Musk's xAI sues Minnesota over its deepfake nudity ban, and wildfires continue to rage across France and Spain. Sources: Verity.News

Prophecy Pros Podcast
Recent Archeological Findings in Light of Bible Prophecy with Randall Price

Prophecy Pros Podcast

Play Episode Listen Later Jul 29, 2026 38:30


The Prophecy Pros are joined by guest Randall Price to discuss some recent findings in Israel and the Mideast that relate to Bible prophecy! ORDER: The Comprehensive Illustrated Survey of Biblical Archaeology: https://a.co/d/01QpuyT5   VISIT: WorldoftheBIble.com *PROPHECY PROS ACADEMY* *LATEST BOOK RELEASES FROM THE PROPHECY PROS** The Non-Prophet's Guide to the Rapture — Todd Hampson The Non-Prophet's Guide to Heaven — Todd Hampson The End of the World According to Jesus of Nazareth — Jeff Kinley The Non-Prophet's Guide to the Book of Daniel — Todd Hampson The Prophecy Pros' Illustrated Guide to Tough Questions About the End Times — Jeff Kinley, Todd Hampson God's Grand Finale — Jeff Kinley For more resources, visit HarvestProphecyHQ.com

Matty in the Morning
Billy's News

Matty in the Morning

Play Episode Listen Later Jul 29, 2026 1:37 Transcription Available


This morning, the speaker brings us up to speed on the latest news and updates from around the world. From severe weather forecasts to surprising lottery wins, and from bomb threats to high-profile trials, this episode covers it all.The speaker discusses the latest forecast, which promises heavy rains and downpours in certain areas, as well as the exciting news of a single winning ticket in the Mega Millions lottery, worth a staggering $800 million. In other news, a man in Boston is set to face a judge after making a phony bomb threat to an AMC theater. The Lindsay Clancy trial also continues, with the ex-husband and father of the three children expected to take the stand.The speaker also touches on international news, including President Trump's meeting with the Ukrainian President and Israeli Prime Minister, as well as Iran's recent missile attacks on US troops in the Mideast. Additionally, the speaker mentions the release of a new trailer for the popular series Ted Lasso and the highly anticipated new Spider-Man movie.If you want to stay informed about the latest news and updates, tune in to this episode to hear the speaker's take on these and other current events.See omnystudio.com/listener for privacy information.

PRI's The World
Trump and Netanyahu meet for closed-door talks

PRI's The World

Play Episode Listen Later Jul 28, 2026 50:41


Israeli Prime Minister Benjamin Netanyahu arrived in Washington for talks today with US President Donald Trump, facing growing differences with the US over the war with Iran and Mideast strategy. Also, tigers have rebounded, especially in Nepal, but as the government prepares to release the latest tiger numbers, the challenge is figuring out how people and predators can share the same landscape. And, the French army's 8th Signal Regiment is breeding the continent's last military carrier pigeons. Plus, scientists have reported more frequent sighting of "supergroups" of humpback whales off the coast of South Africa. Learn about your ad choices: dovetail.prx.org/ad-choices

The Mike Broomhead Show Audio
Hour 2: Mid East  

The Mike Broomhead Show Audio

Play Episode Listen Later Jul 28, 2026 34:57


Mediators are seeking an agreement on the Strait of Hormuz, will it happen soon? 

Evil Thoughts
BILLIONS, BULLETS & BULLSHIT

Evil Thoughts

Play Episode Listen Later Jul 27, 2026 18:20


L.A. homeless numbers climb again after billions vanish into the void. Some "patriot" leaks WH meeting notes: we're basically out of ammo in the Mideast. Fauci's diary drops: he privately clocked COVID's kill rate at a mild 0.2-0.3%… then jacked it sky-high for Congress.               

AP Audio Stories
Stocks open higher on Wall Street and crude oil prices drop 5% as Mideast tensions cool

AP Audio Stories

Play Episode Listen Later Jul 27, 2026 0:47


U.S. stocks are wavering in early trading.

AP Audio Stories
Stocks drift on Wall Street and crude oil prices drop as Mideast tensions cool

AP Audio Stories

Play Episode Listen Later Jul 27, 2026 0:42


Oil prices lower, but AI weighs down the markets.

Squawk Box Europe Express
Brent spikes to $100 a barrel over renewed Mid East tensions

Squawk Box Europe Express

Play Episode Listen Later Jul 24, 2026 26:46


Middle East concerns push Brent to $100 a barrel while equity and debt markets see sell-offs on both sides of the Atlantic. European stocks suffer their biggest losses in a fortnight with German yields spiking to their highest level in 15 years. President Trump launches his latest round of tariffs with most major trading partners affected. Eu foreign policy chief Kaja Kallas has called the measures a ‘negative surprise'. German software giant SAP pares back its FY guidance but its cloud order backlog is up by 26 per cent. Meanwhile, VW shares are lower in pre-market sales after the car maker predicted 2026 sales to fall by 3 per cent.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBN.com - Jerusalem Dateline - Video Podcast
Israeli Cities Prepare for War | Jerusalem Dateline July 24, 2026

CBN.com - Jerusalem Dateline - Video Podcast

Play Episode Listen Later Jul 24, 2026 28:29


The U.S. increases its Mideast military presence as Pres. Trump warns Iran of more strikes. Analysis: Chris Mitchell, Paul Petitte. David Brody interviews Jonathan Swan, co-author of "Regime Change." Regent U. students retrace the Holocaust ... ...

CBN.com - Jerusalem Dateline - Video Podcast
Israeli Cities Prepare for War | Jerusalem Dateline July 24, 2026

CBN.com - Jerusalem Dateline - Video Podcast

Play Episode Listen Later Jul 24, 2026 28:29


The U.S. increases its Mideast military presence as Pres. Trump warns Iran of more strikes. Analysis: Chris Mitchell, Paul Petitte. David Brody interviews Jonathan Swan, co-author of "Regime Change." Regent U. students retrace the Holocaust ... ...

WSJ What’s News
Oil Nears $100 as Trump Considers Expanding Iran Conflict

WSJ What’s News

Play Episode Listen Later Jul 23, 2026 12:16


A.M. Edition for July 23. Oil futures are rising again today, after Iran-backed Houthi militants claimed attacks on a pair of Saudi tankers in the Red Sea, and as the U.S. surges special-operations forces to the Middle East. Plus, Alphabet and Tesla shares tumble as the big-spending tech giants turn cash-flow negative. WSJ reporters Meghan Brobowsky and Becky Peterson break down the numbers and what to make of Elon Musk's most boring earnings call ever. And the FDA investigates a new outbreak of cyclospora. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Channel 33
Senator Elissa Slotkin on the Democrats, the Mideast, and Election Security. Plus: Why Were the ESPN Layoffs So Messy?

Channel 33

Play Episode Listen Later Jul 23, 2026 65:26


Today on The Press Box, Bryan and Joel start by talking about the ESPN's layoffs again and getting Joel's thoughts on how that process went down. Then they are joined by Michigan Senator Elissa Slotkin. They discuss election security, the Democratic Party's messaging, Trump's self-enrichment, and much more. Hosts: Bryan Curtis and Joel Anderson Guest: Sen. Elissa Slotkin Producers: Isaiah Blakely and Jon Jones Learn more about your ad choices. Visit podcastchoices.com/adchoices

Amanpour
Mideast Conflict Escalates 

Amanpour

Play Episode Listen Later Jul 23, 2026 56:18


The exchange of threats and tit-for-tat strikes between the US and Iran continue apace today, and tensions elsewhere in the Middle East are rising significantly, with attacks in the Red Sea marking a new front in this conflict. Military analyst and retired US Airforce Colonel Cedric Leighton joins the show from Washington, to discuss where the war can go from here.   Also on today's show: Cyril Aris, Writer/Director, “A Sad and Beautiful World”; Nicholas Kristof, Opinion Columnist, The New York Times    Learn more about your ad choices. Visit podcastchoices.com/adchoices

The FOX News Rundown
Evening Edition: U.S. Military Expands Strikes on Iran, Is Regime Change Back on the Table?

The FOX News Rundown

Play Episode Listen Later Jul 22, 2026 15:03


U.S. forces stepping up attacks on Iranian military infrastructure targeting operations centers, maritime capabilities, aircraft hangars, and drone storage facilities, aimed at further degrading Iran's ability to threaten commercial shipping. President Trump warned that bridges and power plants will soon be targeted, along with the Pickaxe Mountain facility, after Israeli intelligence reportedly assessed that Iran has transferred uranium enrichment centrifuges to the underground compound there. Iran's Foreign Minister said they are taking an 'eye for an eye' approach when dealing with the U.S., and their Mideast neighbors that are supporting U.S. forces. FOX's John Saucier speaks with FOX's Steve Harrigan, reporting from Tel Aviv, Israel, who says it looks like both sides are far from a diplomatic solution. Click Here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To Follow 'The FOX News Rundown: Evening Edition' Learn more about your ad choices. Visit podcastchoices.com/adchoices

Secure Freedom Minute
Farewell to Shoshana Bryen

Secure Freedom Minute

Play Episode Listen Later Jul 22, 2026 0:56


There would never be a good time to lose as keen and courageous a Middle East hand as Shoshana Bryen. But this is a particularly bad moment, when America desperately needs deeply knowledgeable and well-grounded experts on that region's troubled history, dynamics and often tragic missteps.  Unfailingly, this late and longtime Senior Director of the Jewish Policy Center would address with clarity the vexing intersection of U.S. interests, challenges to Israel's survival and the treachery of so-called Mideast allies like Qatar, Turkey and Pakistan. She would do so calmly, creatively and with a sort of gallow's humor, speaking truth to power, whether solicited or not.  Despite long-running health challenges, Shoshana served as a singular mentor, inspiration and resource for generations of legislators and other senior officials, academics and influential patriots. She will long and lovingly be remembered and deeply missed. This is Frank Gaffney.  

FDD Events Podcast
The MidEast view from Capitol Hill | feat. Alexandria Paolozzi Moore

FDD Events Podcast

Play Episode Listen Later Jul 22, 2026 27:02


Headlines:The Lebanese Armed Forces started deploying troops to areas in south Lebanon formerly held by the IDF.The Iran-backed Houthis sent an email blast to shipping companies warning them not to load or offload cargo at Saudi ports.Hamas announced the election of Khalil al-Hayya as its new leader, replacing the late Yahya Sinwar who was killed back in October 2024.The Wall Street Journal reports that Saudi Arabia has been granted approval by Donald Trump to begin operating a civilian nuclear reactor. --FDD Executive Director Jonathan Schanzer provides timely updates and in-depth analysis of the latest Middle East headlines, followed by a conversation with Alexandria Paolozzi Moore, senior director of government relations at FDD Action.Learn more at: fdd.org/fddmorningbrief

From Washington – FOX News Radio
Evening Edition: U.S. Military Expands Strikes on Iran, Is Regime Change Back on the Table?

From Washington – FOX News Radio

Play Episode Listen Later Jul 22, 2026 15:03


U.S. forces stepping up attacks on Iranian military infrastructure targeting operations centers, maritime capabilities, aircraft hangars, and drone storage facilities, aimed at further degrading Iran's ability to threaten commercial shipping. President Trump warned that bridges and power plants will soon be targeted, along with the Pickaxe Mountain facility, after Israeli intelligence reportedly assessed that Iran has transferred uranium enrichment centrifuges to the underground compound there. Iran's Foreign Minister said they are taking an 'eye for an eye' approach when dealing with the U.S., and their Mideast neighbors that are supporting U.S. forces. FOX's John Saucier speaks with FOX's Steve Harrigan, reporting from Tel Aviv, Israel, who says it looks like both sides are far from a diplomatic solution. Click Here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To Follow 'The FOX News Rundown: Evening Edition' Learn more about your ad choices. Visit podcastchoices.com/adchoices

AP Audio Stories
Attacks between US and Iran across Mideast overshadow efforts to keep diplomacy alive

AP Audio Stories

Play Episode Listen Later Jul 21, 2026 0:56


AP correspondent Ed Donahue reports on the mood at the White House on Iran.

Inside Politics
Iran War Takes Deadly Turn 

Inside Politics

Play Episode Listen Later Jul 20, 2026 43:47


More US fighter jets are headed to the Mideast, as President Trump weighs widening the war he began five months ago. That's after a dramatic ratcheting up of hostilities over the past few days and the deaths of three US service members, the first troops killed in action since March.    Learn more about your ad choices. Visit podcastchoices.com/adchoices

Morning Joe
Mideast tensions escalate after U.S. strikes on Iran

Morning Joe

Play Episode Listen Later Jul 10, 2026 34:42


July 10, 2026: 7am — Mideast tensions escalate after U.S. strikes on Iran  To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Beat with Ari Melber
Oil Spikes as Trump Fails to Quell Mideast Conflict

The Beat with Ari Melber

Play Episode Listen Later Jul 8, 2026 41:34


July 8, 2026; 6pm: President Trump says the ceasefire with Iran is over amid renewed fighting in the region. MS NOW's Ari Melber reports on the latest developments and is joined by The New York Times' Molly Jong-Fast and Bill De Blasio, former mayor of New York City. Plus, high prices and the Epstein scandal continue to engulf the Trump White House. Journalist and CEO Dylan Ratigan joins. To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The NewsWorthy
New Mideast Attacks, Foodborne Parasite Outbreak & Meta's Muse - Wednesday, July 8, 2026

The NewsWorthy

Play Episode Listen Later Jul 8, 2026 15:03


The news to know for Wednesday, July 8, 2026! We'll tell you about the latest strikes between the U.S. and Iran, and how calls are mounting for Graham Platner to drop out of the U.S. Senate race. Also, a stomach illness surging in several states, and steps to help prevent it. Plus, where grocery prices are finally getting cheaper, why philosophy majors are now in high demand, and how the World Cup has made a song from the 1970s popular again. Those stories and even more news to know in about 15 minutes!    Join us every Mon-Fri for more daily news roundups!  See sources: https://www.theNewsWorthy.com/shownotes Become an INSIDER to get AD-FREE episodes here: https://www.theNewsWorthy.com/insider Get The NewsWorthy MERCH here: https://thenewsworthy.dashery.com/ Sponsors: Make your summer wardrobe feel easier. Go to Quince.com/newsworthy for free shipping on your order and 365-day returns. For a limited time, get 60% off your first order, plus free shipping and free treats for life, when you head to Smalls.com/NEWSWORTHY. To advertise on our podcast, please reach out to ad-sales@libsyn.com