Podcasts about Persian Gulf

As Middle East energy security breaks down, gas prices are creeping up and diesel is hitting record highs – driving inflation in the U.S. and around the world. With the help of Dow Jones Energy's Andy Critchlow we'll look at the historic disruptions battering energy supply chains in and around the Persian Gulf. And WSJ reporters Benoît Morenne and Konrad Putzier explain why dwindling strategic reserves and a narrow spectrum of politically-palatable government interventions mean relief likely isn't coming anytime soon. Luke Vargas hosts. Further Reading The New Offensive Raising Oil Prices and Complicating Trump's Iran War How Energy Is Driving Inflation—and How It's Not Oil Executives Say the Great Fuel Crisis Is Here Record Fuel Prices Pose Fresh Challenge for Trump Ahead of Midterms What Is Saudi Arabia's East-West Pipeline and Why Is It Rocking Oil Markets? Is Fuel-Export Ban Trump's Last Option to Ease Prices? How It Could Work Why Trump's Venezuela Oil Grab Is No Quick Fix for Gas Prices ‘Refine, Baby, Refine' Is the Energy Industry's New Mantra Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Former political prisoner and NYU international relations scholar Prof. Kian Tajbakhsh joins Brian Kilmeade to analyze President Trump's critical options regarding Iran. Tajbakhsh explains why economic strangulation must pair with a clear military strategy, how Tehran views American political division, and why reviving the 1980 Carter Doctrine is essential for securing the Persian Gulf. Plus, insights on the UN General Assembly, the Red Sea blockade, and middle-eastern proxy dynamics. Learn more about your ad choices. Visit podcastchoices.com/adchoices

A vital artery for Saudi oil exports is under siege and it's not the Strait of Hormuz. Today on the show, we explain what's going on in the Bab el-Mandeb shipping lane connected to the Red Sea, why it's important, and why the global oil crisis is poised to get even worse. Fact checking by Sierra Juarez.Your Next Listen — Fixing the oil crisis might not fix the Persian Gulf   Connect with The Indicator — Sign up for The Indicator's weekly newsletter! — Buy the Planet Money book — Find our socials, YouTube and more! — For sponsor-free episodes, subscribe to NPR+ Support public media with NPR+ and enjoy perks for over 25 podcasts like this one. This show's perks include sponsor-free listening. Learn more at plus.npr.org. See pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.NPR Privacy Policy

CAPTION 1904 ELECTION POLITICSSTREAMING-MAKING-JBS-SCHANZER-MCCOTTER-9-15Global Conflicts and the Looming American MidtermsTonight's broadcast details a global landscape of escalating conflict, focusing primarily on the unraveling security of the Persian Gulf and the Red Sea. Analyst Jonathan Schanzer explains how Iran-backed Houthi rebels have disrupted international energy markets by seizing strategic ports and attacking Saudi Arabian infrastructure. This instability is mirrored in Lebanon, where the effectiveness of Israeli military strikes against Hezbollah is contrasted with the ongoing political paralysis of the Lebanese government. Domestically, the discussion shifts to the looming U.S. midterm elections, noting that President Trump's approval ratings remain low despite holding a Republican convention in Texas. The dialogue concludes by examining the disconnect between aggressive foreign policy challenges, such as the global diesel shortage and the war in Ukraine, and the economic concerns of the American electorate.

Michael is joined by Holly Dagres, the Libitzky Family Senior Fellow at the Washington Institute for Near East Policy and editor of The Iranist, for a unique look at the internal dynamics shaping Iran amid ongoing war and economic strangulation. Holly rewinds to the December and January anti-regime uprisings that preceded the conflict, detailing the unprecedented state-led massacre of protesters and the ensuing collapse of the Iranian rial. She explains why the clerical regime's survival has radicalized a new generation of IRGC hardliners, the psychological blow dealt to ordinary Iranians by strikes on energy infrastructure, and the growing sense of abandonment felt across the country after unfulfilled promises of Western support. Holly also assesses the sustainability of Washington's naval blockade, Tehran's escalatory brinkmanship in the Persian Gulf, and what it will actually take for the Iranian public to risk returning to the streets. Additional Resources:Abdorrahman Boroumand Center Center for Human Rights in Iran

Episode 4226 │ September 15, 2026 Hormuz closed in February. The overland bypass closed September 12. The Red Sea closed the day before. All three exits. Not random. WHAT THIS EPISODE COVERS Scott Kesterson delivers a two-day research build tracing the September 2026 closure of every crude export route out of the Persian Gulf — the Saudi Petroline bypass disabled by an unclaimed drone strike, the Bab al-Mandeb Strait seized by Houthi forces within the same 48-hour window, and the Strait of Hormuz already closed since February — back to their actual origin: the 632 AD succession dispute that split Islam into Sunni and Shia, and a geographic accident in which nearly every major oil field in the region sits beneath Shia or Shia-aligned populations that have rarely held power in the states extracting that oil. Scott traces the line from Britain's 1953 removal of Iran's elected prime minister through the Shah's CIA-trained secret police, the 1979 revolution, and America's 2003 invasion of Iraq — which inadvertently installed a Shia-majority government next door to Iran — to explain how Iran's mosaic defense strategy, 31 autonomous provincial commands designed to survive a decapitation strike, now operates less like a chain of command and more like a fire ant colony, coordinating without central orders and unifying Sunni and Shia populations against a shared adversary for the first time in fourteen centuries. The episode closes with Scott's direct assessment that this war was never necessary, was justified by unproven nuclear claims, and that the growing regional unity now forming is a consequence America built rather than one it is fighting. KEY QUESTIONS ADDRESSED What actually happened in the Persian Gulf during the second week of September 2026 — and why does the simultaneous closure of the Strait of Hormuz, the Saudi overland pipeline bypass, and the Bab al-Mandeb Strait represent a coordinated effect rather than three isolated incidents, even with no single group claiming responsibility? What is Iran's mosaic defense strategy, and why does Scott's fire ant colony analogy explain how 31 autonomous provincial commands can act in unified purpose without receiving direct orders — and why does he argue this makes the Ayatollah's decapitation strike a strategic failure rather than a victory? How did Britain's 1953 removal of Iran's elected government, the Shah's CIA-trained secret police, and America's 2003 invasion of Iraq combine to produce the exact regional alignment now unifying Sunni and Shia populations against the West — and why does Scott argue the current conflict was never necessary in the first place? ABOUT BARDSFM BardsFM is a daily independent podcast covering faith, liberty, history, and information warfare. Hosted by Scott Kesterson — combat veteran, documentary filmmaker, and rancher. Over 4,100 episodes and 50 million lifetime downloads. New episodes every weekday. bards.fm This episode was researched and produced under the Spatial Terra Intelligence Methodology (STIM v5) — the analytical framework built by Scott Kesterson — with AI-assisted research synthesis at a 70/30 human/AI authorship ratio, fully disclosed. All analysis, conclusions, and editorial judgments are those of Scott Kesterson. BardsFM's archive includes hundreds of episodes on prayer, scripture, and walking the Way of Christ — available free in the full episode catalog. DOWNLOADS Citizen's Guide - Community Organizing Against Data Centers: click here Citizen's Guide - Auditing Automatic License Plate Readers: click here Citizen's Guide - Auditing Your State's Driver License Data: click here AFFILIATE LINKS Bards Nation Health Store: www.bardsnationhealth.com MYPillow promo code: BARDS >> Go to https://www.mypillow.com/bards and use the promo code BARDS or... Call 1-800-975-2939.  EMPShield protect your vehicles and home. Promo code BARDS: Click here Treadlite Broadforks...best garden tool EVER. Promo code BARDS26: TreadliteBroadforks.com EnviroKlenz Air Purification, promo code BARDS to save 10%: www.enviroklenz.com Morning Intro Music Provided by Brian Kahanek: www.briankahanek.com Founders Bible 20% discount code: BARDS >>> TheFoundersBible.com Windblown Media 20% Discount with promo code BARDS: windblownmedia.com White Oak Pastures Grassfed Meats, Get $20 off any order $150 or more. Promo Code BARDS: www.whiteoakpastures.com/BARDS Mission Darkness Faraday Bags and RF Shielding. Promo code BARDS: Click here DONATIONS: If you wish to support this podcast directly you can donate here... DONATE: Click here MAILING ADDRESS: Xpedition Cafe, LLC Attn. Scott Kesterson 591 E Central Ave, #740 Sutherlin, OR  97479

Right now there are bills sitting on the Governor's desk that would change who has to prove they are lending to you fairly, what you are allowed to build in your own backyard, and what your insurance company owes you before it drops you. He has until September 30. If he does nothing at all, some of them become law anyway.Almost none of the people those bills would affect know they exist.This week Agent Kee takes you through the three questions that actually decide whether you can own a home right now. Can you get the loan. Can you carry it. Can you insure what you bought.You will hear:The fair lending bill that got quietly narrowed on its way to the Governor, and why the findings will never be public, no matter what happens to it. What you are entitled to today if you were turned down for a mortgage and the reason did not match your file. The bill that would cancel your HOA's ban on a back house. Why rates went up again, and the chain that runs from a tanker in the Persian Gulf to your monthly payment. Whether that number everyone is afraid of really costs what you think it costs, and what waiting actually buys you once the price of the house moves while you wait. And the question most buyers ask two weeks too late, which is not whether they qualify for the house, but whether anyone will insure it.No hype. No guessing at what rates will do. Just what is verifiable, what it costs in real dollars, and what you can still control.Selling Sacramento: Market Clarity with Agent Kee airs live Wednesdays from 1 to 2 PM on 97.5 FM KDEE, the Soul of Sacramento.Keisha "Agent Kee" Mathews is a REALTOR and REALTIST, Broker and Owner of Mathews & Co. Realty Group. To put real numbers to your own situation, book time at AgentKee.com.

A.M. Edition for Sept. 14. After a week of panic over an AI doomsday, top industry CEOs are backing a call from Anthropic's Dario Amodei to slow down development to allow safeguards to be designed. WSJ tech reporter Amrith Ramkumar says the industry's quest for money and moral dilemma over safety has created a monumental crisis for AI. Plus, oil prices rise as Iran-backed Houthis seize more key territory and drone attacks shutter a lifeline for Saudi Arabian exports. And, could a trade war with the U.S. lead to Canada joining the European Union? 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.

What if the myths we've dismissed as metaphor were actually distorted memories of a time when gods — real, embodied, high-tech, non-human intelligences — walked among us?This isn't a book about ancient aliens in the pop-culture sense. This is a serious deep dive into what the oldest texts on Earth actually say — and what they might reveal when we stop sanitizing them through modern religious lenses. From the cuneiform tablets of Sumer to the flood myths of India, the mystery cults of Egypt, and the fish symbolism of early Christianity, we trace one forgotten thread: a cosmic tension between authoritarian “sky lords” and rebellious “water sages” who brought knowledge to humanity — even when it was forbidden.We begin in Sumer, where the Anunnaki descend from above to control fate and labor, while a strange amphibious being named Oannes rises from the Persian Gulf to teach writing, agriculture, and science. These aren't metaphors — the Sumerians described them as real, walking, talking, intervening beings. You'll meet Enlil, the storm-god who wanted to exterminate us for being too noisy, and Enki, the water god who defied him by saving a human from a divine flood. The parallels to Prometheus, Noah, Matsya, Khidr, and even Quetzalcoatl are not coincidence — they're echoes.In the flood myths of Mesopotamia, the Enuma Elish, and the Atrahasis Epic, we uncover a clear narrative: humans were created to serve, then nearly wiped out when we grew too numerous — only to be saved by a knowledge-bringer from the deep. That story repeats across cultures, always with the same strange duality: sky = control, water = wisdom. But here's the twist: it never stops. We follow that pattern through to Greece's Prometheus and Deucalion, India's Matsya and Manu, Egypt's Osiris and Nun, and even into early Christian Gnostic texts that hint at secret knowledge guarded by serpent or fish-like figures.This book draws bold lines between ancient Mesopotamian theology, suppressed wisdom traditions, and modern anomalous phenomena — yes, including UFOs and USOs.Could it be that what we call UAPs are the modern manifestation of the Anunnaki? And are the USOs we're just now beginning to understand… the Oannes? If so, the myth wasn't just a story. It was a record.Anunnaki, Oannes, and the Roots of Global Mythology is for seekers — not conspiracy theorists or blind believers, but those who want the dots connected with historical precision, philosophical clarity, and a dash of fire. You'll see how the fish symbol survived thousands of years, how every major flood myth shares a structure, and how spiritual authority was systematically severed from its aquatic roots. You'll confront the possibility that modern religions are the aftershock of an ancient war — not between good and evil, but between control and liberation.If humanity was created, it was not by accident. If we survived, it was not without rebellion. And if we're still here, maybe it's time to stop waiting for gods… and remember who they were — and why they came.Jason Wilde is from Napanee Ontario and lives in Kingston Ontario.  Jason is an avid outdoorsman with a passion for nature has led him to capturing natures beauty in landscape photography in hopes that others will realize that our forests, waterways and land need to be protected.Jason has been featured in Canadian Geographic, National Geographic,Backpacker and other local British Columbia media outlets and maps.  https://x.com/JasonWilde108https://www.jasonwildephotography.com/https://www.youtube.com/@jasonwilde5829Become a supporter of this podcast: https://www.spreaker.com/podcast/earth-ancients--2790919/support.

This week, Emily Bazelon, John Dickerson, and David Plotz discuss why Republicans are holding an unusual midterm convention and what it says about the state of the race at the homestretch, talk about the new book Profiles in Cowardice: A Study of Collaboration in the Trump Era with author Jacob Weisberg, and reflect on memories and historical consequences on the 25th anniversary of the 9/11 terror attack. Here are this week's chatters: Emily: Hansi Lo Wang for NPR: Trump officials propose sweeping changes to the census that would reshape voting maps; Data Are Made, Not Found: A Story of Politics, Power, and the Civil Servants Who Saved the US Census by danah boyd; Charity and Sylvia by Tillie Walden John: Associated Press: US Attorney confirms no meth was found in van of Texas man shot by immigration officers; Kristen Wong for Sports Illustrated: At His Highest Moment, Frances Tiafoe Rose Even Higher. His Viral U.S. Open Hug Is Why We Love Sports. David: Colossus: The Forbin Project (1970) - Official Trailer (HD) (2:56 long on YouTube) Listener chatter from Adam Forkner in Boston, Massachusetts: Dave Epstein for The Boston Globe: What my Maine dock taught me about the threat of invasive marine life looming in the Persian Gulf; Tamburri, M.N., Carlton, J.T., Blakeslee, A.M.H. et al. Closure of the Strait of Hormuz may trigger a bioinvasion super-spreader event. Biol Invasions 28, 177 (2026). For this week's Slate Plus bonus episode, Emily, John, and David discuss this week's big AI story, a researcher's resignation from Anthropic and his dire warnings about AI's imminent dangers to humanity, with guest Nathan Calvin, general counsel at Encode. They discuss the exponential pace of AI development, what the big companies are or are not doing to protect humans from apocalypse, and the simultaneous governmental and industry cooperation that could help manage risks. In the latest Gabfest Reads, David Plotz talks with John Lanchester about his new novel, Look What You Made Me Do, a darkly funny psychological thriller about two couples in modern-day London whose lives collide in a story of infidelity, obsession, and revenge. The book explores the performance of niceness, class, intergenerational frictions and how technology makes vengeance not just possible but almost exceedingly easy in the modern age. Email your chatters, questions, and comments to gabfest@slate.com. (Messages may be referenced by name unless the writer stipulates otherwise.)Podcast production by Nina Porzucki Research by Emily DittoYou can find the full Political Gabfest show pages here. Want more Political Gabfest? Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Political Gabfest show page on Apple Podcasts and Spotify. Or visit slate.com/gabfestplus to get access wherever you listen. Find out more about David Plotz's monthly tours of Ft. DeRussy, the secret Civil War fort hidden in Rock Creek Park. Follow@SlateGabfest on X / https://twitter.com/SlateGabfestSlate Political Gabfest on Facebook / https://www.facebook.com/Gabfest/Need to set up your Slate Plus feed? If you subscribed through Slate.com, check out our FAQ at slate.com/podcastfaqs for easy instructions. Members subscribed via Apple Podcasts get automatic access—no setup required. Hosted on Acast. See acast.com/privacy for more information.

This week, Emily Bazelon, John Dickerson, and David Plotz discuss why Republicans are holding an unusual midterm convention and what it says about the state of the race at the homestretch, talk about the new book Profiles in Cowardice: A Study of Collaboration in the Trump Era with author Jacob Weisberg, and reflect on memories and historical consequences on the 25th anniversary of the 9/11 terror attack. Here are this week's chatters: Emily: Hansi Lo Wang for NPR: Trump officials propose sweeping changes to the census that would reshape voting maps; Data Are Made, Not Found: A Story of Politics, Power, and the Civil Servants Who Saved the US Census by danah boyd; Charity and Sylvia by Tillie Walden John: Associated Press: US Attorney confirms no meth was found in van of Texas man shot by immigration officers; Kristen Wong for Sports Illustrated: At His Highest Moment, Frances Tiafoe Rose Even Higher. His Viral U.S. Open Hug Is Why We Love Sports. David: Colossus: The Forbin Project (1970) - Official Trailer (HD) (2:56 long on YouTube) Listener chatter from Adam Forkner in Boston, Massachusetts: Dave Epstein for The Boston Globe: What my Maine dock taught me about the threat of invasive marine life looming in the Persian Gulf; Tamburri, M.N., Carlton, J.T., Blakeslee, A.M.H. et al. Closure of the Strait of Hormuz may trigger a bioinvasion super-spreader event. Biol Invasions 28, 177 (2026). For this week's Slate Plus bonus episode, Emily, John, and David discuss this week's big AI story, a researcher's resignation from Anthropic and his dire warnings about AI's imminent dangers to humanity, with guest Nathan Calvin, general counsel at Encode. They discuss the exponential pace of AI development, what the big companies are or are not doing to protect humans from apocalypse, and the simultaneous governmental and industry cooperation that could help manage risks. In the latest Gabfest Reads, David Plotz talks with John Lanchester about his new novel, Look What You Made Me Do, a darkly funny psychological thriller about two couples in modern-day London whose lives collide in a story of infidelity, obsession, and revenge. The book explores the performance of niceness, class, intergenerational frictions and how technology makes vengeance not just possible but almost exceedingly easy in the modern age. Email your chatters, questions, and comments to gabfest@slate.com. (Messages may be referenced by name unless the writer stipulates otherwise.)Podcast production by Nina Porzucki Research by Emily DittoYou can find the full Political Gabfest show pages here. Want more Political Gabfest? Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Political Gabfest show page on Apple Podcasts and Spotify. Or visit slate.com/gabfestplus to get access wherever you listen. Find out more about David Plotz's monthly tours of Ft. DeRussy, the secret Civil War fort hidden in Rock Creek Park. Follow@SlateGabfest on X / https://twitter.com/SlateGabfestSlate Political Gabfest on Facebook / https://www.facebook.com/Gabfest/ Hosted on Acast. See acast.com/privacy for more information.

A.M. Edition for Sept. 10. President Trump used his keynote speech at a GOP midterm convention last night to promise $5,000 if Republicans retain control of the House and Senate. Our Washington coverage chief Damian Paletta explains why the move marks Trump's biggest election gambit yet. Plus, Iran shows a new appetite for escalation as it takes direct aim at U.S. forces. And data-center developers consider whether embracing nuclear power can quiet growing public backlash against them. 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.

This week, Emily Bazelon, John Dickerson, and David Plotz discuss why Republicans are holding an unusual midterm convention and what it says about the state of the race at the homestretch, talk about the new book Profiles in Cowardice: A Study of Collaboration in the Trump Era with author Jacob Weisberg, and reflect on memories and historical consequences on the 25th anniversary of the 9/11 terror attack. Here are this week's chatters: Emily: Hansi Lo Wang for NPR: Trump officials propose sweeping changes to the census that would reshape voting maps; Data Are Made, Not Found: A Story of Politics, Power, and the Civil Servants Who Saved the US Census by danah boyd; Charity and Sylvia by Tillie Walden John: Associated Press: US Attorney confirms no meth was found in van of Texas man shot by immigration officers; Kristen Wong for Sports Illustrated: At His Highest Moment, Frances Tiafoe Rose Even Higher. His Viral U.S. Open Hug Is Why We Love Sports. David: Colossus: The Forbin Project (1970) - Official Trailer (HD) (2:56 long on YouTube) Listener chatter from Adam Forkner in Boston, Massachusetts: Dave Epstein for The Boston Globe: What my Maine dock taught me about the threat of invasive marine life looming in the Persian Gulf; Tamburri, M.N., Carlton, J.T., Blakeslee, A.M.H. et al. Closure of the Strait of Hormuz may trigger a bioinvasion super-spreader event. Biol Invasions 28, 177 (2026). For this week's Slate Plus bonus episode, Emily, John, and David discuss this week's big AI story, a researcher's resignation from Anthropic and his dire warnings about AI's imminent dangers to humanity, with guest Nathan Calvin, general counsel at Encode. They discuss the exponential pace of AI development, what the big companies are or are not doing to protect humans from apocalypse, and the simultaneous governmental and industry cooperation that could help manage risks. In the latest Gabfest Reads, David Plotz talks with John Lanchester about his new novel, Look What You Made Me Do, a darkly funny psychological thriller about two couples in modern-day London whose lives collide in a story of infidelity, obsession, and revenge. The book explores the performance of niceness, class, intergenerational frictions and how technology makes vengeance not just possible but almost exceedingly easy in the modern age. Email your chatters, questions, and comments to gabfest@slate.com. (Messages may be referenced by name unless the writer stipulates otherwise.)Podcast production by Nina Porzucki Research by Emily DittoYou can find the full Political Gabfest show pages here. Want more Political Gabfest? Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Political Gabfest show page on Apple Podcasts and Spotify. Or visit slate.com/gabfestplus to get access wherever you listen. Find out more about David Plotz's monthly tours of Ft. DeRussy, the secret Civil War fort hidden in Rock Creek Park. Follow@SlateGabfest on X / https://twitter.com/SlateGabfestSlate Political Gabfest on Facebook / https://www.facebook.com/Gabfest/ Hosted on Acast. See acast.com/privacy for more information.

//The Wire//2100Z September 10, 2026// //ROUTINE// //BLUF: HOUTHIS MAKE MAJOR TERRITORIAL GAINS AS SAUDI-BACKED FORCES COLLAPSE OVERNIGHT. TRUMP AND NETANYAHU BEGIN INCREASING STATEMENTS REGARDING IRANIAN NUCLEAR AMBITIONS. DAMAGE REPORTS EMERGE AFTER THE ESCALATION OF TARGETING THROUGHOUT THE MIDDLE EAST YESTERDAY.// -----BEGIN TEARLINE-----  -International Events-Middle East: Following the large-scale missile strikes in Jordan, a more clear picture of the damage caused by Iran has emerged. MSM reporters with access to closed-sources stated that a total 8x F-15 fighter aircraft were damaged, most of which have been returned to service since the strikes. One additional A-10 ground attack aircraft sustained damage during the strikes, and was damaged beyond repair. In the Strait of Hormuz, Iranian forces have posted a video of the destruction of an American Saildrone Explorer Unmanned Surface Vessel (USV), with the video evidence confirming that the vessel caught fire as a result of the attack.Yemen: The Houthis have continued their advance on Yemeni government positions, after the Saudi-backed government forces attempted to kick off a renewed ground offensive a few days ago. Houthi forces conducted an attack of their own, which has resulted in major gains being made by Houthi forces over the past 24 hours. The Houthis made advances of several hundred kilometers (in some cases), which concluded with the capture of the city of Mocha. The mass surrender and disbandment of several pro-Saudi factions has been reported as Houthis forces have made some of the most significant advances of the past few years.-HomeFront-Washington D.C. - President Trump stated that if the Republicans win both the House and the Senate in midterms, he plans to issue a $5,000 payment to every American.Separately, Prime Minister Netanyahu stated that Iran is once again attempting to build nuclear weapons, which President Trump also alluded to by recent statements regarding Pickaxe Mountain, where digging and possibly fortification activity has allegedly been observed.-----END TEARLINE-----Analyst Comments: Even though the war in Yemen has been largely classified as a tribal conflict that most people have not cared about for years, the developments in Yemen over the past week have been rather important when viewed in conjunction with the Gulf War. Time and time again, an extremely complicated series of interconnected geopolitical developments can be boiled down to rocks on the beach. In other words, geography and weather are nearly always the most important aspects of any military efforts that are undertaken. If both features can be read correctly, success can be obtained. If analyzed incorrectly (or if ignored altogether) geography can humble the strongest military in the world.Saudi Arabia (much like the United States) is learning this lesson the hard way right now.The town of Mocha was previously contested, but mostly held by Yemeni government forces, which were still clinging to the notion that they (not the Houthis) controlled Yemen, despite the Houthis controlling most major cities and the capital. Most importantly, it is a coastal port city, which allowed Saudi Arabia to land supplies to fight the Houthis. As of this morning, this city appears to be in Houthi control. Whether or not they can hold it after they advanced into the town, is anyone's guess. Controlling the port facilities themselves, while a very small port, is still a major loss of cargo offloading capability that the Saudis were counting on to wage their war against the Houthis. In hindsight, it was probably unwise for the Saudis to bomb dirt next to a runway in Sana'a two weeks ago, because it has snowballed into them losing their main foothold in Yemen on the Red Sea. Even worse, some reports emerged this morning indicating that Houthi forces have captured Zuqar Island, in the southern Red Sea.If this island can be held, this will be a major problem in very short order. This island offers superior command and control of the southern Red Sea and the Bab el Mandeb Strait. It's also a mountain that is hard to attack, but easy to defend. The Houthis did conduct their own version of an amphibious assault with small boats, landing on the island this morning, however this assault was probably not necessary because most of the pro-Saudi, pro-Yemeni Government forces stationed on these islands immediately defected and/or surrendered, because these islands were being supplied by the port of Mocha...when Mocha fell, the islands were cut off within hours. As far as what military advantage this island offers, it's mostly beneficial for projecting power out into the Red Sea. There is a helicopter base on the island, but minimal port facilities and structures. If the Houthis can hold this terrain for a few months, and dig in, this island could probably be a very effective base from which to launch drones and missiles, which could threaten maritime shipping quite significantly over the next few months. At this rate, the Persian Gulf being mostly shut off to the United States Navy is not the only complicating factor...this morning's advances are setting the stage for the Red Sea to be cut off as well, as the Houthis now have the terrain and logistical capability to create a lot of problems throughout the region.Analyst: S2A1 Research: https://publish.obsidian.md/s2underground NomadNet: 5fa68c88be727a0e1a250a75e5e79269 Disclaimer: No LLMs were used in the writing of this report. //END REPORT//

Oil is surging again—and geopolitical risk is back in the driver's seat. Over the weekend, U.S. forces struck three Iranian oil tankers after Iran launched ballistic missiles toward two U.S. Navy warships. Now tensions are escalating around the Persian Gulf and the Strait of Hormuz, one of the most important energy chokepoints in the world. On today's TraderMerlin, we'll look at what this means for crude oil, inflation, interest rates—and ultimately your portfolio. Brent crude is now approaching $100 per barrel, while WTI has pushed above $93, as traders add another geopolitical risk premium to energy prices. But the bigger question isn't simply: How high can oil go? It's what happens NEXT if it stays there. We'll discuss: U.S.–Iran escalation – What happened and why the tanker strikes matter Strait of Hormuz – Why disruptions here can quickly impact global energy markets $100 Oil? – What's keeping crude below $100—and what could push it through Inflation – Higher oil doesn't stop at the gas pump; it flows into transportation, manufacturing, food and consumer prices The Federal Reserve – Could another energy shock complicate the Fed's fight against inflation? Stocks & Bonds – Which sectors benefit from higher crude, and which could feel the pain? Here's the problem for the Fed: Inflation is already running above its target. Now crude oil is climbing just days before another major round of U.S. inflation data. If oil keeps rising, the Fed may have an even harder time declaring victory over inflation. And with tensions in the Middle East showing little sign of disappearing, energy could become one of the biggest market stories heading into the end of 2026. Listen now:

Subscribe to enjoy ad-free episodes and early access, plus all our bonus content.Maybe U.S. presidents need to read a how-to manual on avoiding quagmires. Or maybe it wouldn't make much difference anyway. To understand why the United States keeps being sucked into protracted conflicts in the Greater Middle East, we must look beyond individual decision-making, says Emma Ashford of the Stimson Center in Washington. Instead, we must weigh the structural causes and incentives that have led one administration after another into battle in the name of protecting U.S. interests.Emma Ashford is a Senior Fellow in the Grand Strategy Program at the Stimson Center and the author of First Among Equals: U.S. Foreign Policy in a Multipolar World.Further reading:America's Fatal Attraction to War by Emma Ashford in Foreign Affairs Subscribe today to support our important work! Subscriptions begin at only $5 per month. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Iran warned that economic warfare will be met with a maritime exclusion zone from the Persian Gulf to the blockade perimeter, and said it has the ability to strike ships participating in the US blockade.Yemeni forces reportedly launched ballistic missile and drone attacks on targets in Saudi Arabia, including around Khamis Mushait, Abha airport and King Khalid Airbase.Canada's retaliatory tariffs on US goods took effect as scheduled, while US President Trump called for a halt to US sales of Bombardier aircraft.USD/JPY extended declines and briefly dipped beneath the 153.00 level as the yen continues to strengthen amid BoJ rate hike expectations; Japanese GDP was revised higher and wage growth beat expectations. APAC stocks traded mixed in the absence of a lead from Wall Street; European equity futures indicate a flat cash market open.Looking ahead, highlights include German Trade Balance (Jul), US ADP Employment Change Weekly. Speakers include ECB's Elderson, BoE's Bailey, Ramsden, Greene & Taylor. Supply from the Netherlands, Germany & the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

In this episode, the complete collapse of the U.S. military and hegemonic position in the Persian Gulf following its catastrophic war with Iran. Also, FBI's startling decision to relax its hiring standards to now allow applicants with a history of bestiality and prostitution. All that and more! My livestreams are on Mon and Fri at 3pm ET/Noon PT and Wednesday at 8pm ET/5pm PT. I am one of the most censored comedians in America. Thanks for the support!

John Rubino, {Substack https://rubino.substack.com/}, joins us for another wide-ranging discussion around the macroeconomic forces at play between monetary policies and fiscal policies, both domestically and internationally. This is accented by the geopolitical ramifications on the inflation outlook, especially as it relates to the energy sector via rising oil and diesel price trends.  We also get John's outlook on key metals like copper, gold, silver and what kinds of resource stocks that he is animated by in this environment.   We start off dissecting the opposing policy initiatives and stated goals of fiscal policy from the US Treasury Department, versus the monetary policy approaches and messaging by the Federal Reserve.   US Treasury Secretary, Scott Bessent, recently showed a bit of desperation by intervening in the Japanese Yen in early August to stave off potential runs on US treasuries, and tried to intervene in long-dated bonds, to try and bring down the long-end of the yield curve. Kevin Warsh roiled markets some in late August, where his remarks from the Jackson Hole banking symposium were taken as hawkish by the markets, where he has signaled being open to hiking rates to fight the effects of persistent inflation above their stated goal. John points out the incoherent approach in the US between these 2 opposing forces.   Next, we got John's take on the energy sector, in lieu of continued conflict in the Middle East and Persian Gulf, and how it may play into rising inflation.   John points out how diesel prices are woven into the fabric of everyday life through freight, manufacturing, farming equipment, and how the record crack spreads from refining are going to result in higher inflation metrics.   At the same time the US is having a “war of choice” that is causing inflation in the form of higher oil prices and higher crack spreads on diesel pricing; the Fed is still considering hiking rates to fight inflation. Those 2 forces could lead to a recession if the trends don't change in the near-term.   This leads into the observation of the continued strength in the copper price, holding up near all-time highs, despite what should be macroeconomic and geopolitical headwinds.   John shares why he remains longer-term bullish copper price appreciation due to the compelling supply/demand fundamentals. He also shares why he is short-term constructive on copper producers and key junior development assets that may become acquisition targets by the senior companies. The caveat John mentions is the unknowable nature of the medium-term. If there is an economic recession brought about by the softening in AI data center buildouts, or a rolling over of the lofty valuations in US equities, then this could also still pressure copper and copper stocks to the downside.   Wrapping up, we review the strong financial health of the gold and silver producers and highlight that metal producers will need to look to growing production through purchasing more mineral inventories in the ground via advanced development projects or currently producing assets.   PM producers and royalty companies just reported a great Q2 earnings season in August, continuing to highlight increased revenues and rising cashflows, despite many companies seeing flatlining or even declining production metrics. The strong metals prices have been seemingly more germane to earnings than strong fundamental growth has been. Cashed up gold and silver producers will eventually need to replace their depleting reserves, so the environment is present to start seeing more mergers and acquisitions for the balance of this year and next.     Click here to follow John's analysis and articles over at Substack     For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.  

Ep 148: Serious Training for Everyday People with Sean Armstead of Phenomenal FitnessPart of noseyAF's 31 Days of Black Business series

Back in 2018 we made the decision to invest in Lake Charles Louisiana.  The thesis behind investing in this market is that the community is at the epicenter of a network of natural gas pipelines. Like some things in the energy industry, the timelines can be long and major projects often get delayed. As a result, not all of our projects in Lake Charles have gone as planned. The south coast of the US is blessed with a lot of oil and natural gas. In fact, there is so much natural gas that US prices for natural gas are consistently among the lowest in the world. There are lower prices in the middle east in there Persian Gulf, but these are often government subsidized prices. So anywhere you have very low energy costs, you will find energy intensive industries setting up shop. This is why most of the LNG plants in the US are along the gulf coast. You will also find petrochemical plants than manufacture chlorine for swimming pools, fertilizer plants, ethane crackers for manufacturing polyethylene, to name just a few.Let's go through an inventory of the current projects that are underway in this small town. There is the Louisiana LNG project where the first phase of the project consists of a $17B investment. There is the Venture Global CP2 facility which is a $32B investment. Then there is Commonwealth LNG which is a $12B project. The Cameron LNG project recently entered production and is now exporting 15M metric tons of LNG. The first phase of Venture Global is also in production and pumping out 12 million tonnes per year of LNG. Last week SpaceX announced their Louisiana Space port with Governor Landry in attendance. SpaceX plans nearly 30 launches per day from 10 launch pads once the spaceport is fully built out.  This $100B investment will bring 10,000 permanent jobs to the area. But if you are going to be launching a lot of rockets into space, you will also need a ready source of propellant.  SpaceX uses natural gas and oxygen as the propellants involved in the reaction. They need a few things to build a launch site on this scale. They need to be south facing with ready access to a coastal area to the south. They need a massive supply of natural gasThey need about 125,000 acres that are far from population centres so as not to interfere with residents. This location in Vermillion Parish in Louisiana is almost exactly equidistant between Lafayette Louisiana and the location of our property in Lake Charles. Now the market conditions seem to point to bringing a new apartment project into our construction pipeline. We are actively getting quotes and arranging financing for this project. We don't know what the future holds. After all, we live in an unpredictable world. But if the current demand persists, this project is going to make a lot of sense, not just for the next few years, but for the longer term outlook.-------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

The Strait of Hormuz is where slogans go to die. Today we take a hard look at the claim that the United States “controls” the strait because mines were cleared and surveillance is perfect, then we test that claim against something more revealing: the reported message relayed through Pakistan offering to lift sanctions if Iran reopens shipping. If Washington has control, why negotiate for access? I walk through the incentives, the contradictions, and what leverage actually looks like when global oil flows, insurance risk, and regional escalation are all tied together. We also dig into Iran's position around a memorandum of understanding and why Tehran keeps linking navigation to a broader ceasefire structure across the Middle East. Then the story gets more concrete with Oman's role. Reports of technical talks point to a phased framework for safe navigation, a permanent maritime corridor, information exchange, traffic management, and even a possible two-lane design that could give Iran and Oman real veto power over transit. If foreign military ships face new limits, that raises an immediate question about the U.S. Navy's posture with Bahrain sitting inside the Persian Gulf. From there, we zoom out to the economic war: China signals it won't let U.S. sanctions disrupt its cooperation with Iran, and we connect that stance to banking channels, yuan pricing, secondary sanctions limits, and America's own dependence on rare earth minerals like gallium. We close with the political split between Trump and Netanyahu on escalation, a critique of the “wartime footing” defense buildout, a warning sign in Ukraine about potential sabotage targeting UK-linked drone production, and why Trump's North Korea rhetoric looks like a hunt for a headline summit while Kim Jong-un's leverage grows. Subscribe, share the show with a friend, and leave a review with your take on who really holds the leverage right now.

You're listening to American Ground Radio with Louis R. Avallone and Stephen Parr. This is the full show for August 31, 2026. We open by digging into the Trump administration's crackdown on fraudulent commercial driving schools, walking through why English proficiency and real CDL training aren't bureaucratic red tape but a matter of public safety, and how the Biden-era rollback of licensing standards left blue states like New York, California, and Illinois with hundreds of noncompliant schools, thousands of unsafe drivers, and a real national security exposure tied to unaccountable 18-wheelers. From there we run through the Top 3 things you need to know: a new U.S.-Venezuela oil deal aimed at cutting China out of the picture, U.S. military strikes on Iranian targets in the Persian Gulf tied to sea-mine activity, and the federal shutdown of over a hundred more commercial trucking schools tied to unlicensed, non-English-speaking drivers. We touch on sports activism, from NFL end-zone messaging to Tennessee honoring Dolly Parton with a helmet sticker, before turning it over to our American Mamas, Teri Netterville and Kimberly Burleson, who take on a listener question about whether they'd write a child out of the will over socialism, plus a detour into trade schools, Mike Rowe, and the value of a good vocation. Digging Deep, we cover a New York assistant attorney general's viral internal email accusing AG Letitia James's office of manufacturing a case against Trump, and what happened to him within an hour of hitting send. We also look at President Trump's push to lure Canadian businesses south of the border, the "Best and Brightest" push to recruit sharp, fast-processing minds — including gamers — into air traffic control now that DEI mandates are gone, and a Texas Senate candidate's blunt new campaign pitch: vote for me, I'll raise your taxes. For our Bright Spot, we look at a year of data out of Texas A&M on school cell phone bans, and the real gains in grades, anxiety, and old-fashioned face-to-face friendship they're producing. And we close on a heartwarming story out of the Bronx, where a pizza shop owner's simple act of kindness for a woman digging through his trash turned into a nationwide movement of paying it forward, one slice at a time. Listen now wherever you get your podcasts, visit AmericanGroundRadio.com, and join the conversation at 866-AGR-1776. See omnystudio.com/listener for privacy information.

Iran's leaders worry about the U.S. economic squeeze as the United States and Iran trade fire in the Persian Gulf region. Plus, faculty at the University of North Carolina fail to undermine the school's new School of Civic Life and Leadership. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Hegseth's War – The Catastrophic Consequences of Maximum LethalityIn this week's solo episode, I examine a ProPublica investigation into Pete Hegseth's tenure as US Defence Secretary – and the catastrophic consequences of his "maximum lethality" doctrine. Here, I want to expand on some of the key themes we discussed.The Civilian Protection ProgrammeThe story begins with a programme called Civilian Harm Mitigation and Response (CHMR). It was a relatively new initiative, adopted after years of heavy civilian tolls in Iraq, Afghanistan and elsewhere. Its mission was to station personnel within major regional commands to develop a picture of life on the ground in combat zones, aiding decision-making on military strikes and helping to avoid or minimise civilian harm.Shortly after taking office, Hegseth polled the nation's top commanders about cutting the programme. He expected them to endorse his view that civilian security was "woke" and out of step with "maximum lethality." Instead, every commander rebuffed him. Nine chose to preserve the programme; two asked to expand it.Hegseth ignored them. He gutted the programme, cutting staff from nearly 200 to around two dozen, and reducing Central Command's team from 16 to one.The ConsequencesThe results were predictable. In Yemen, an air campaign killed 153 civilians and wounded 243 others. In Iran, a US strike on a school killed more than 100 children.Democratic senators and humanitarian groups questioned whether the cuts had contributed to the school tragedy. In a letter to Hegseth, 11 senators said the strike reflected the administration's "broader disregard for the strategic, legal and moral imperatives to minimise civilian harm."But this is not a regime that cares about international law. As I argue in the episode, the extreme right believes that international law has held the US back for years – that it has been fighting with one hand behind its back. The breaking of international law is not a regrettable byproduct of their policies; it is the mission.The "War Department"In a speech last year, Hegseth announced that the "Department of Defense is over" and that the "Department of War" had been restored. He spoke of "peace through strength" and "the warrior ethos." He told his enemies they would be "crushed by violence, precision and the ferocity of the war department." In other words: FAFO.But the reality is very different. The US military is under-resourced and overstretched in the Persian Gulf. It has lost its supply bases. It is facing critical shortages of everything from ammunition to toothpaste. The "maximum lethality" doctrine has produced exactly the opposite of what it promised.Hegseth's PsychologyAs I discussed in my earlier conversation with Jasper Craven, Hegseth is a deeply damaged individual – a product of the Iraq and Afghanistan wars, and of the far-right culture war that has consumed the Republican Party. He is living out a violent adolescent fantasy, speaking in the language of Christian fascism and the annihilation of the enemy.But he is also a symptom of a larger problem. Trump surrounds himself with incompetent ideologues because he does not want specialists and experts. He wants people who will tell him what he wants to hear, who will create chaos and distraction while he carries on looting the state. Hegseth is the perfect product of that system.If you'd like to support this work, please consider joining us on Substack. We are migrating from Patreon – details in the show notes.Explaining History helps you understand the 20th Century through critical conversations and expert interviews. We connect the past to the present. If you enjoy the show, please subscribe and share.▸ Support the Show & Get Exclusive ContentBecome a Patron: patreon.com/explaininghistory▸ Join the Community & Continue the ConversationFacebook Group: facebook.com/groups/ExplainingHistoryPodcastSubstack: theexplaininghistorypodcast.substack.com▸ Read Articles & Go DeeperWebsite: explaininghistory.org Hosted on Acast. See acast.com/privacy for more information.

As summer draws to a close across the northern hemisphere, water scarcity has never been a more pressing or visible issue after record heat waves and drought experienced by Americans and Europeans. With hot and unpredictable weather now a reality, and major rivers running dangerously low, WSJ climate and energy editor Ed Ballard discusses the economics of a water crisis, and what can be done to keep taps running, fields productive and industry humming. Subscribe to the WSJ Climate & Energy newsletter. Further Reading El Niño Is the Next Risk Hanging Over the Global Economy Heat Waves Are Becoming a Chronic Drag on the Economy The World Is Running Out of Clean Water. This Technology Promises to Fix It. San Diego Now Has So Much Water That It's Selling It Why the Middle East's Desalination Plants Are Critical Extreme Weather Is Hammering Europe's Summer Harvest, EU Says Europe Chastised Trump's Climate Rollback. Now It's Delaying Its Own Green Goals. How to Put Out Wildfires Fueled by World War II Ammo? Try Driverless Tanks. Water Crisis Deepens on the Colorado River Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ralph speaks with Colonel Lawrence Wilkerson, former Chief of Staff for Colin Powell, about the fall of the American Empire and self-proclaimed Secretary of War, Pete Hegseth. Then we welcome the CEO and co-founder of the Canadian-based organization Corporate Knights, Toby Heap, to break down Trump's unprecedented trade war with our closest ally. Plus, Ralph has some choice words for Hakeem Jeffries and his meeting with Jared Kushner and for Hillary Clinton and her take on the war with Iran.Lawrence Wilkerson is a retired U.S. Army colonel. Over his 31 years of service, Colonel Wilkerson served as Secretary of State Colin Powell's Chief of Staff from 2002 to 2005, and Special Assistant to General Powell when he was Chairman of the Joint Chiefs of Staff from 1989 to 1993. Colonel Wilkerson also served as Deputy Director and Director of the U.S. Marine Corps War College at Quantico, Virginia, and for fifteen years he was the Distinguished Visiting Professor of Government and Public Policy at the College of William and Mary. He is currently a Senior Fellow at the Eisenhower Media Network, senior advisor to the Quincy Institute for Responsible Statecraft, and co-founder of the All-Volunteer Force Forum.Two-thirds of the world now thinks that we are an enemy of their state. Two-thirds of the world. And it happens to be the two-third that has the greatest amount of the GDP in the world.Colonel Lawrence WilkersonI've lived for 81 years, almost 82, and I've watched my country go to hell right in front of my face… And the billionaires who want all of this to happen, they do not want a democracy. A democracy is fallible. A democracy can't beat China. A democracy can't beat Russia. A democracy can't even beat Iran. They want a technocracy that is run by them, armed by them, technical revolution by them. They want all of this, and oh by the way they want to live to 150 while they're doing it too.Colonel Lawrence WilkersonEvery freaking hour they create a series of war crimes in Iran. Every freaking hour they perpetrate war crimes in the Persian Gulf. Every freaking hour they perpetrate war crimes in Lebanon with Israel. “What's new?,” I want to say. We are a criminal state. There is no other way to describe it. We are a criminal state. We pay no attention whatsoever to domestic or international law. Only when it benefits the person who is doing the deed do we pay any attention at all.Colonel Lawrence WilkersonToby Heaps is the CEO and co-founder of Corporate Knights, and Editor-in-Chief of Corporate Knights magazine. He spearheaded the first global ranking of the world's 100 most sustainable corporations in 2005, and in 2007 coined the term “clean capitalism.”What we're seeing is a sort of political physics—for every action is an equal and opposite reaction. Canada has in many ways benefited and rallied around our nationhood. We're often not the most boisterous or loudest type of folks. But this continued disrespect for our statehood and the continued attacks and the unreasonableness and the unfair play, our prime minister said something to the effect of: when the United States signs something, it's in pencil. It's really denigrating the United States' reputation globally and in Canadians' minds.Toby HeapsNews 8/28/26* This week, the left-wing insurgency in the Democratic Party scored several new victories. First, NBC reports that in Oklahoma, N'Kiyla Jasmine Thomas won the Democratic nomination for the U.S. Senate seat vacated by Markwayne Mullin, who Trump selected to lead the Department of Homeland Security following the resignation of Secretary Kristi Noem. Thomas will go up against Republican Congressman Kevin Hern in November. Unfortunately, Thomas stands little chance of winning the state, which has not elected a Democratic Senator since 1990. Thomas is a member of the Chickasaw Nation and identifies as a Democratic Socialist, but is “not yet” a member of DSA.* Next, in California, Democracy Now! reports progressive state lawmaker Aisha Wahab has prevailed in the special election to fill the seat vacated by disgraced former Congressman Eric Swalwell. This piece notes that Wahab “overcame a flood of attack ads from pro-Israel groups,” which sought to bolster her Democratic primary rival, Melissa Hernandez. In an interview, Wahab said that she “appreciates” voters in her district for “seeing through” the “lies that were spread by AIPAC.” Wahab will make history as the first Afghan American in Congress and has called for the United States to engage with the Taliban government and attempt to “[steer] them in the right direction” on human rights.* In Georgia, the Hill reports another progressive – Everton Blair – won the special election to fill the seat of Congressman David Scott, who passed away in April during his 12th term in the seat. Blair, the former chair of the Gwinnett County School Board, defeated Scott's daughter Marcye Scott. However, Blair will only represent this seat until the end of the year. Beginning in January, State Rep. Jasmine Clark, who won the May primary, will fill the seat for the 120th Congress.* Meanwhile, in the Cornhusker State, the Nebraska Examiner reports that the “Legal Marijuana NOW U.S. Senate candidate Mike Marvin announced he can't put more ‘energy' into the Senate race because of health issues and endorsed nonpartisan U.S. Senate candidate Dan Osborn.” Marvin will remain on the ballot, but is “urging all who supported [him] to now support…Osborn.” This piece notes that this announcement comes on heels of reporting by Flatwater Free Press showing that two staffers from Osborn's 2024 independent Senate campaign joined the Legal Marijuana NOW executive board and sought to dissolve the party from the inside. This, combined with the fact that former Democratic Senate nominee Cindy Burbank paid Mike Marvin's $1,740 candidate filing fee and dropped out of the race one day after the secretary of state verified Osborn's signatures to be on the fall ballot has fueled speculation that these were coordinated efforts to clear the field for Osborn. Marvin for his part disputes this and says he never planned to leave the race. Osborn is quoted saying “We hope to earn the support of the LMN voters and hope that we can represent their concerns well in the US Senate.”* In more third party news, Trump has launched new broadsides against the emerging ex-MAGA clique – consisting of Tucker Carlson, Congressman Thomas Massie, and former Congresswoman Marjorie Taylor Greene. According to the Hill, Trump attacked the group, said to be exploring the possibility of founding a new right-wing party, calling Carlson “a loser,” Greene “a highly neurotic woman” and Massie a “real JERK” on Truth Social. The president added, “What a team this would be, THREE LOSERS, and a pocketful of change!...The only chance they have is to join the Radical Left Dumocrats, and try breaking into the Primary System. To all of them I say, PRAISE BE TO ALLAH!” The proximate cause of this latest flare-up between the camps is Trump's decision to allow in 300,000 metric tons of ground beef to be imported in the next 90 days, a move Massie called “worse than socialism.” Greene, who has been perhaps the most vocal defector from the MAGA camp, said “He attacks us with such vitriol because we actually are everything he claimed to be…he has proven as President that he is nothing more than a neocon puppet for Israel, corporations, big donors with special interests, and his dear friends in the Epstein class…We never changed, Trump did.”* Another story from this side of the aisle comes to us from NOTUS, which reports that an “unknown actor” has stolen over $16,000 from the National Republican Congressional Committee (NRCC). This incident, alternatively characterized as a “theft” from a “foreign country” or simply a “fraud,” occurred in early July, when the NRCC “attempted to pay a bill from Ranger Wi-Fi Consulting, a Texas-based firm that specializes in helping clients ‘optimize their wireless networks while ensuring healthy security measures are in place.'” Seeking to assuage the fears of donors, NRCC spokesman Will Kiley told the press that “Protecting donor funds is a top priority for the NRCC,” and vowed that the committee is “working to recover the funds, and…taken steps to ensure it can't happen again.” Listeners might remember that in July, the DNC admitted that they had fallen prey to a scammer, losing almost $30,000 in the process. It would seem that these committees do not have functional safeguards against such schemes.* Our final stories this week all deal with the Middle East. First up, Axios reports that while AIPAC was gearing up for a major ad blitz in Michigan against Democratic nominee Abdul El-Sayed and on behalf of Republican Senate nominee Mike Rogers, those plans have apparently been iced at the behest of the Rogers campaign. According to this story, Rogers believes that AIPAC spending in the Democratic primary – over $30 million on behalf of El-Syed's rival Haley Stevens – actually helped boost El-Sayed's candidacy, making his opposition to AIPAC a “centerpiece of his…campaign, using the group's spending against him to portray Democratic opponent Haley Stevens as beholden to the pro-Israel lobby.” Rogers fears the same fate, so he has sought to keep his distance from AIPAC while his allies are urging AIPAC to “get involved without putting the group's name front and center.” However, Rogers' attempts to put some daylight between his campaign and AIPAC has resulted in the latter turning cold towards the Republican candidate. Republicans now worry that AIPAC will “sit out the general election entirely.” As for the perception of AIPAC in Michigan, a recent poll found that “55% of Michigan voters oppose continued U.S. aid to Israel.”* On the other end of the Michigan political spectrum, Congresswoman Rashida Tlaib has sent a letter to Secretary of State Marco Rubio demanding that he “ensure the immediateand permanent release of U.S. citizen Sama Safi, a 20-year-old university student with a severe complex chronic health condition, who the Israeli military has arbitrarily and wrongfully detained since June 2nd.” This letter goes on to describe how “armed Israeli soldiers raided her family's home in the occupied West Bank in the middle of the night and tore her from her family,” and that since then, she has “suffered under appalling conditions in Israeli military detention including “frequent physical assault, shackling, and the throwing of gas and stun grenades into already overcrowded and poorly ventilated cells,” among other horrors. 40 more members of Congress signed this letter, including six senators, Bernie Sanders, Elizabeth Warren, Ed Markey and Chris Van Hollen among them. 85 civic groups also signed onto this demand, ranging from faith-based groups to human rights organizations and beyond.* In the region itself, a broad coalition of Muslim states – including Saudi Arabia, Qatar, Jordan, Indonesia, Pakistan, Turkey, Egypt and, perhaps most notably, the United Arab Emirates – have issued a categorical condemnation of Israel's new “E1” settlement plan. This plan relates to new settlement activities east of occupied East Jerusalem and the signatories decry the plan as constituting “a dangerous escalation that further advances settlement expansion and annexation and undermines the geographical contiguity of the Occupied Palestinian Territory…thereby threatening the viability and realization of an independent, contiguous Palestinian State based on the 1967 lines with East Jerusalem as its capital.” The UAE was the most significant state in the region to sign onto the Trump-brokered Abraham Accords in 2020, which sought to normalize relations between Israel and its neighbors at the expense of the Palestinians. Saudi Arabia was said to be on the verge of signing the accords prior to October 7th and Israel's subsequent genocidal military campaign in Gaza. The UAE taking a new stand against Israel on behalf of the Palestinian cause is widely seen as the final death knell of the Abraham Accords and the beginning of a new era of relations in the Middle East.* Finally, the Economist reports that a group of seven top officials within the elite Islamic Revolutionary Guard Corps (IRGC) is consolidating power in Iran. The man rumored to be leading this junta is Mohsen Rezaei, the new national-security adviser, former presidential candidate and the longest-serving chief of the IRGC, having led the corps though the Iran-Iraq War of the 1980s. Others include the head of the navy, currently overseeing Iran's blockade of the Strait of Hormuz, as well as the IRGC's commander-in-chief and founder of the Quds Force. Notably absent from this group is Mojtaba Khamenei, the new Supreme Leader of the Islamic Republic. This piece judiciously avoids making any definite predictions about whether this new clique will rule as hardliners or pragmatists, but emphasizes that the late Ali Khamenei expertly “balanced the competing interests of his realm” while these military men favor action.This has been Francesco DeSantis, with In Case You Haven't Heard. Get full access to Ralph Nader Radio Hour at www.ralphnaderradiohour.com/subscribe

Treasury Secretary Scott Bessent has announced the Trump administration's new "Operation Economic Outcast," calling it an "economic D-Day" that will impose sweeping sanctions on nearly 60 Iranian entities, individuals, and vessels, while threatening secondary sanctions against any country that continues doing business with Iran. The move comes after six months of inconclusive military conflict, with critics arguing the escalation exposes U.S. desperation and risks accelerating the de-dollarization trend as China, India, and other trading partners face exclusion from the dollar system.  Jimmy points out that Iran has responded by threatening to halt all oil exports not just through the Strait of Hormuz, but from the entire Persian Gulf, warning that nations cooperating with the U.S. blockade would be treated as enemies. The sanctions campaign has already rattled U.S. markets, with the 30-year Treasury yield hitting a two-decade high and stocks suffering their worst losses in three weeks, as analysts warn the move may backfire by accelerating global de-dollarization. Plus segments on Andrew Wilson's fake Charlie Kirk texts, Dolly Parton's "turbo" cancer, Trump's new South America First policy and the growing signs of Trump's declining mental state. Also featuring Larry Johnson, Jeffrey Sachs and Stef Zamorano!

What happens when a war expected to last 4–6 weeks continues for six months?In this edition of Messianic World Update, Monty Judah steps back and reviews the major developments in the ongoing conflict involving Iran, Israel, and the United States.The episode examines the rapid military action at the beginning of the war, the strikes against Iranian weapons capabilities, attempts at negotiation, the collapse of the proposed agreement, continued Iranian attacks, damage to U.S. bases, and the growing impact on the nations surrounding the Persian Gulf.The discussion also looks at the strategic importance of the Straits of Hormuz, the effect of the conflict on oil and fertilizer prices, and the increasing political pressure as elections approach.In This Episode:A six-month review of the Iran warThe initial U.S. and Israeli military campaignThe original expectation of a 4–6 week conflictAttempts to negotiate an end to the warThe collapse of the proposed agreementChanges in U.S. military objectivesIranian drone and missile attacksAttacks on U.S. bases and Gulf statesThe Straits of HormuzOil and fertilizer pricesThe political consequences of the warThe significance of the upcoming election seasonWhat these developments could mean for the Middle EastAs the situation continues to develop, it is important to watch not only the military events but also the political, economic, and prophetic implications of what is happening in the Middle East.Messianic World Update examines current events through a biblical and Messianic perspective.The King is coming.

Rory Johnston returns to Oil Ground Up with David Wech, Chief Economist at Vortexa, for a deep dive into one of the most complicated oil markets in recent memory. With crude and refined products moving through increasingly opaque trade routes, Rory and David examine what tanker data is actually telling us about oil on water, the Strait of Hormuz, Russian exports, diesel shortages, China and the changing global flow of barrels. David explains why the global market can simultaneously have plenty of theoretical crude supply while still experiencing severe regional shortages and logistical bottlenecks. They discuss declining U.S. crude exports, Ukrainian attacks on Russian refining and export infrastructure, and why diesel may currently be the tightest part of the entire oil complex. The conversation then turns to China, where rising refinery utilization and product exports could be bearish for diesel while increasing China's demand for crude. David also explains how the loss of Iranian barrels, competition for Russian crude, and reduced Atlantic Basin flows into Asia could create another period of significant crude tightness if Middle Eastern exports fail to recover as expected. Finally, Rory and David dig into the challenge of tracking “dark” tanker movements through Hormuz, why short-term transit estimates can be misleading, and the emergence of a shuttle-tanker system moving crude out of the Persian Gulf. David lays out his outlook for the coming months—including the possibility that renewed geopolitical escalation could collide with an Asian market increasingly positioned for higher Middle Eastern supply.

Plus: the Securities and Exchange Commission is investigating AI-focused hedge fund Situational Awareness. And an oil tanker in the Strait of Hormuz was struck overnight. Pierre Bienaimé hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Former CIA analyst Larry Johnson joins Jimmy to argue that damage to U.S. military installations in the Persian Gulf has prompted the Pentagon to reconsider its long-standing military presence in the region, including whether damaged bases should be rebuilt. The two believe the conflict has weakened U.S. influence with Gulf states, which as a result will increasingly seek regional security arrangements independent of Washington, citing a proposed Saudi-Turkish-Pakistani security agreement as an example.  The discussion shifts to growing political divisions in the United States over support for Israel, with both Jimmy and Larry suggesting the issue could fracture the Republican Party and contribute to the emergence of a new political movement. The segment compares this potential realignment to the collapse of the Whig Party in the 1850s and argues that prominent former Trump allies are increasingly breaking with him over U.S. policy toward Israel. Plus segments on Iran potentially losing its grip on the Strait of Hormuz, the Trump/Israel connection to Charlie Kirk's murder and Dr. Fauci's top advisor pleading guilty to intentionally dodging FOIA requests during the COVID pandemic. Also featuring Stef Zamorano, John Cullen, Mischa Paullin and Mike MacRae. And a phone call from Kash Patel!

Last time we spoke about the reaction after the surprise attack on Pearl Harbor. After four years of fighting Japan almost alone, China's Chiang Kai-shek learned of Pearl Harbor with profound relief. Japan's attack, meant to neutralize American naval power, instead galvanized the entire Western world against Tokyo. Within hours, Chiang declared war on the Axis powers, transforming China from an isolated nation to a recognized Allied member. The strategic mathematics were clear to Chiang: America's industrial might would ultimately crush Japan. China simply needed to survive long enough. The United States quickly formalized this partnership, pledging military support through Lend-Lease and elevating Chiang to leadership of Allied forces in the China theater. Yet Pearl Harbor brought catastrophe for Western civilians in China. Americans and Britons, previously protected as neutral foreigners, were suddenly rounded up and interned in camps. For many, decades of presence in China ended in hasty evacuation, leaving behind lives built over generations.   #216 The Battle of Hong Kong Part 1: The Approaching Storm Welcome to the Fall and Rise of China Podcast, I am your dutiful host Craig Watson. But, before we start I want to also remind you this podcast is only made possible through the efforts of Kings and Generals over at Youtube. Perhaps you want to learn more about the history of Asia? Kings and Generals have an assortment of episodes on history of asia and much more  so go give them a look over on Youtube. So please subscribe to Kings and Generals over at Youtube and to continue helping us produce this content please check out www.patreon.com/kingsandgenerals. If you are still hungry for some more history related content, over on my channel, the Pacific War Channel where I cover the history of China and Japan from the 19th century until the end of the Pacific War. Japan emerged as a significant threat to British interests during the 1920s following the collapse of the Anglo-Japanese Alliance. This concern intensified dramatically after Japan's invasion of China, with the ensuing Sino-Japanese War escalating tensions further. British assets in the region came under direct assault, including attacks on Western military and commercial vessels such as HMS Ladybird. Yet despite these provocations, the British Government maintained an inconsistent stance toward Japan, responding with only feeble diplomatic and military countermeasures. This contradiction characterized London's approach: while diplomatic channels remained conciliatory, military planners viewed Japan with genuine apprehension. During the 1930s, Singapore and Malaya represented Britain's most valuable and prosperous holdings in the Far East and consequently received substantial garrison reinforcements. By contrast, Hong Kong was widely acknowledged to be indefensible—a conclusion reached repeatedly by successive military studies. Despite this consensus, the British Government proceeded with the Hong Kong Defence Scheme in 1936, which aimed to transform Hong Kong Island into a fortified redoubt while establishing delaying positions in Kowloon and the New Territories. The Hong Kong Garrison's mandate was straightforward: repel external attacks and prevent enemy use of the harbour and dry dock. The underlying strategy relied on a simple principle: hold Hong Kong Island as an impregnable fortress and await relief from the Royal Navy. Consequently, protecting the harbour became the paramount objective. Japanese strategists were correctly identified as Hong Kong's primary threat, with military planners anticipating attack from the sea rather than overland. To counter such an offensive, the defence scheme incorporated five successive layers of protection: naval mines fitted with indicator nets and anti-submarine booms formed the first barrier; coastal artillery provided the second; beach installations featuring pillboxes, wire entanglements and mines constituted the third; infantry strongpoints positioned on commanding heights guarded against amphibious landings; and finally, a mobile reserve force stood ready to counterattack and eliminate any successful enemy incursion. The 1936 plan also mandated extensive fortification of Kowloon's bottleneck approaches through bunkers, trenches and blocked passages, with a principal defensive line—resembling a miniature Maginot Line—constructed across the mountains immediately north of Kowloon. The garrison structure comprised three infantry battalions plus the Hong Kong Volunteer Defence Corps (HKVDC), a unit approximately regiment-strength equipped with armoured cars, engineers, artillery, anti-aircraft guns and infantry. These forces organized into three brigades: mainland, island, and garrison reserve. The air component was planned to be formidable: a reconnaissance squadron, a fighter-bomber squadron, two torpedo squadrons and a flight of auxiliary spotting aircraft operated by the HKVDC. Naval forces consisted of a modest destroyer contingent, an MTB flotilla, gunboats and patrol vessels. When Japan occupied Guangzhou, Hong Kong found itself effectively encircled. In response, limited conscription was implemented, though restricted to non-Chinese males for HKVDC service. Chinese personnel were largely confined to non-combat positions such as air-raid precautions and medical duties. The expanding Japanese threat prompted a substantial expansion of the Hong Kong Garrison to four regular infantry regiments—two British units (one specializing in medium machine-gun support) and two Indian regiments. Supporting forces included two coastal artillery regiments, a field artillery regiment-plus, and an anti-aircraft regiment. The Royal Navy expanded to include the 2nd MTB flotilla (eight 60-foot, 29-knot motor torpedo boats armed with twin torpedoes and eight Lewis guns each, plus two smaller 55-foot vessels), four shallow-draught river gunboats (HMS Cicala, Tern, Moth and Robin), four aging World War I S-class destroyers (HMS Thracian, Thanet, Scout and Tenedos—the last transferred to Singapore in 1939), HMS Cornflower sloop, and various auxiliary vessels including tugs, boom defence ships and minelayers. The Fleet Air Arm deployed three Supermarine Walruses—single-engine reconnaissance amphibians—at Kai Tak Airport. The Royal Air Force remained the weakest service, equipped with only four Vickers Wildebeest torpedo-bombers and a handful of HKVDC aircraft: one Avro Tutor, two Hornet Moths and two Cadet biplanes. When World War II erupted in Europe, Britain's focus necessarily shifted to national survival, inevitably leaving distant imperial outposts like Hong Kong neglected. Rather than receive reinforcements, Hong Kong actually lost capable personnel; many veteran troops were repatriated to Europe, leaving behind a less proficient garrison. Peacetime duties had proven a poor preparation for combat—officers and men had passed their time socializing rather than maintaining combat readiness. Governor Sir Geoffrey Northcote persistently urged London to adopt a firmer stance against relentless Japanese provocations: aircraft incursions, sinking of junks and fishing vessels, and infiltration by Taiwanese fifth columnists (Japan had colonized Taiwan in 1895). Recognizing the hopelessness of his position, Northcote recommended withdrawal in October 1940, arguing that defending the colony would inevitably result in mass civilian casualties and widespread destruction—a pragmatic assessment given Hong Kong's indefensible state. London categorically rejected this proposal, reasoning that withdrawal would demoralize China, embolden Japan and undermine American confidence in British resolve. Underlying this decision was an additional consideration: the long-standing dispute over Hong Kong's sovereignty. Since Britain acquired Hong Kong in 1841, the prospect of surrendering it, even temporarily, raised fears about reclaiming it afterward. Preserving the appearance of British determination was deemed crucial to demonstrating to Chiang Kai-shek, Nationalist China's leader, that Britain intended to retain the territory. Despite these political calculations, London consistently refused fresh troop deployments. Major-General A. E. Grasett, the China theatre commander, requested reinforcements only to face rejection—London offered only Indian or other colonial forces. Air Chief Marshal Sir Robert Brooke-Popham, appointed British commander in the Far East in 1941, likewise pressed for garrison strengthening, to no avail. The situation shifted dramatically after Grasett, a retired Canadian who had recently left his China post, travelled to Britain via Canada. Upon arriving in Canada, he independently approached his former classmate Major-General Crerar, Chief of the Canadian General Staff, and advocated for reinforcement. Grasett argued persuasively that deploying two or more additional battalions would enable the Hong Kong garrison to withstand an extended siege. When Grasett reached London in early September 1941, he presented this case directly to the British Chiefs of Staff, simultaneously proposing that Canada could provide the extra units. His arguments proved persuasive; the Chiefs of Staff altered course and convinced a reluctant Churchill to reconsider. In light of accelerating Japanese pressure, Britain substantially enlarged the Malaysia/Singapore garrison from nine to 32 battalions and despatched two capital ships—HMS Prince of Wales and Repulse—to the region, reasoning that this show of force would deter Japanese aggression against British Far Eastern interests, including Hong Kong. The original defence strategy envisaged holding Hong Kong Island exclusively while denying the harbour to attackers. A single battalion (the Punjabis) would execute delaying actions across the New Territories, followed by a three-battalion defensive stand on the Gin Drinkers Line. This brief mainland resistance would allow time for demolishing stores, power installations, docks and wharves, clearing food stocks and removing vital matériel before withdrawing to Hong Kong Island for a protracted resistance awaiting relief from Singapore or American forces from the Philippines. The Gin Drinkers Line—styled after the French Maginot Line in miniature—ran approximately 18 kilometres south of the Sino-Hong Kong border. Beginning near Gin Drinkers Bay west of Kowloon, it extended 17 kilometres across the Kowloon Peninsula hills toward its eastern extremity. The strategic expectation was that this line would delay the Japanese assault for three weeks or longer, permitting battalion withdrawal to Hong Kong Island for sustained resistance while mainland forces completed evacuation procedures. The 1937 war plan stipulated that four battalions would be necessary for an effective delaying action and seven for an adequate Gin Drinkers Line defence—figures which excluded the aircraft and naval support essential to success. With only a single army brigade available and virtually no air capability, planners abandoned the mainland defence concept, leaving defensive works incomplete and deteriorating under tropical conditions. Chinese personnel were conspicuously absent from initial war preparations and strategic planning, only being incorporated late in the process. The largest Chinese component was the volunteer contingent serving with the HKVDC. On the regular army side, approximately 150 Chinese recruits were enlisted in mid-1941 for the 5th Anti-Aircraft Regiment. The Hong Kong Chinese Regiment, hastily constituted on 3 November 1941, comprised officers borrowed from British and Indian units alongside 52 Chinese junior NCOs and other ranks with minimal training. A Royal Engineers troop staffed entirely by Chinese soldiers saw service, and some Chinese personnel served with the Royal Navy and Dockyard Defence Corps. Chinese participation increased substantially in auxiliary services—air-raid precautions, auxiliary police, nursing, St John Ambulance and fire brigades. This reluctance to fully integrate Chinese forces likely reflected prevailing attitudes of the era. Pre-war British propaganda had frequently mocked Japanese military capability, portraying officers and soldiers as myopic and incompetent. Japanese combat prowess was systematically underestimated; their victories in China were attributed to facing inferior opposition rather than evidence of genuine military strength. Japanese weaponry was dismissed as inferior to European standards. Consequently, British confidence remained high that the colony could hold indefinitely if adequately reinforced. In September 1941, Hong Kong received heartening news: two additional Canadian battalions would be deployed to the garrison. Brigadier John Maltby promptly revived the pre-war plan for defending the Gin Drinkers Line, developing a strategy centred on three mainland battalions (2nd Royal Scots, 5/7 Rajputs and 2/14 Punjab) supported by HKVDC elements and four artillery troop detachments, while three island battalions (1st Middlesex, Royal Rifles of Canada and Winnipeg Grenadiers) bolstered by the bulk of the HKVDC would hold Hong Kong Island. Command responsibility was divided between two brigades: the Island Brigade (Hong Kong Infantry Brigade) under Brigadier Lawson, a recently arrived Canadian, and the mainland Kowloon Infantry Brigade under Brigadier Wallis. The Canadian regiments arrived on 16 November 1941. Maltby was commissioned into the Indian Army in 1911, and  saw extensive service across multiple campaigns: World War I, the Persian Gulf (1913–14), and the North-West Frontier (1923–24). His early promise earned him selection for accelerated advancement through prestigious staff colleges at Quetta and RAF Andover. By 1937, he was again serving on the North-West Frontier, and by 1939 commanded both the 3rd Jhelum Brigade (later the Calcutta Brigade) and the 19th Infantry Brigade in Deccan. In 1940, posted to China, Maltby orchestrated the closure of the North China Command by withdrawing two infantry battalions from Shanghai. Promoted to major-general as GOC China in August 1941, he had only three months to prepare the colony's defenses, a race against time he could not win.  The Gin Drinkers Line occupied a naturally dominant position atop mountains spanning northern Kowloon's breadth, yet possessed inherent weaknesses that would prove fatal. The line lacked defensive depth and remained vulnerable to flanking manoeuvres, with two sectors representing particular danger: Customs Pass and the gap between Golden Hill and Laichikok Peninsula near Gin Drinkers Bay. Given the extended front, each battalion arranged its forces in a string of platoon positions with gaps covered by daytime fire and nighttime patrols. One company per battalion could be held in reserve within prepared positions guarding the most dangerous sectors. The reserve company of the centre battalion (2/14 Punjab) initially advanced as forward troops, screening demolition operations and delaying the enemy's initial thrust. The hasty decision to establish mainland defences meant that essential support systems—communication networks, artillery registrations, mortar calibrations—remained incomplete when combat commenced. Ammunition shortages compounded the problem. For instance, the 2/14 Punjab conducted only a single 3-inch mortar practice session before the attack; adequate ammunition arrived only in November and totalled a mere 70 rounds per battalion for both training and combat. These mortars were registered for the first time in their battle positions, with combat beginning just 12 hours later. The 2-inch mortar situation was even more desperate: troops received live ammunition only as fighting started, making their baptism of fire an actual combat situation. Transportation deficiencies—trucks and animals in short supply—forced manual ammunition transport across Hong Kong's challenging terrain, imposing severe physical demands on already stretched personnel.   On 6 November 1941, Imperial Japanese Headquarters ordered its Commander-in-Chief in China to prepare plans for capturing Hong Kong. The 23rd Army, part of the China Southern Expeditionary Army Group and commanded by Lt. Gen. Sakai Takashi with Maj. Gen. Kuribayashi Tadamichi serving as Chief of Staff, would form the invasion's backbone. All preparations were to be completed by the end of November 1941. The operation, designated 'Operation C', sought to 'seize Hong Kong within ten days'. Takahashi was the son of a factory worker, and rose through the ranks to become a veteran of China campaigns. He was tasked with capturing Hong Kong using the 38th Division normally assigned to the Southern Expeditionary Army Group. Despite setbacks and humiliation over requests for additional resources—particularly following intelligence reports of tanks (actually Bren carriers) in Hong Kong—Sakai remained determined to succeed. He served as Governor of Hong Kong from 26 December 1941 to 20 February 1942. Kuribayashi, best remembered as the Japanese commander at Iwo Jima, graduated from the Army Academy in 1914 specializing in cavalry. He served as deputy military attaché to Washington and Canada and studied at Harvard University. In December 1941, he held the position of Chief of Staff to the 23rd Army during the Hong Kong operation. Operation C followed a straightforward strategic framework. A blocking force would prevent Chinese interference from the rear, while the main invasion force would spearhead the assault. The 23rd Army, comprising four divisions plus a mixed brigade and two infantry regiments, received the assignment to attack Hong Kong. Of these four divisions, only the 38th played a substantive role in the invasion itself. The attack employed a combined-arms approach. Naval forces would establish a blockade and deliver bombardment while aircraft targeted key installations. Ground forces from the 38th Division—specifically the 228th, 229th, and 230th Regiments—would execute the land invasion using a three-pronged strategy. The right column would sweep westward in a wide arc, clearing Castle Peak Road and targeting the western flank of the Gin Drinkers Line near Laichikok Peninsula. The centre force would press directly through the line's middle, while the left column would cross Tidal Cove (Tolo Harbour) toward Kai Tak Airport and eastward toward Devil Peak, a crucial defensive position. The objective was to annihilate British forces on the mainland and compel Hong Kong's surrender through sustained bombardment. Should British forces resist, the island phase of the campaign would commence. Securing the rear against the Chinese National Army of the 7th Military District and Communist guerrillas fell to the 66th Regiment, normally part of the 51st Division but attached to the 38th for this operation. The 66th would simultaneously occupy and secure rear areas throughout the New Territories and Kowloon while the three assault regiments engaged the main defensive forces. This rearguard operation was organised into columns named after their commanding officers: Kitazawa, Kobayashi, Sato, and Araki. The Japanese selected the narrowest approach between Kowloon and Hong Kong Island, targeting the eastern coast near Lyemun Passage where only 410 metres of water separated the mainland from the island. Upon landing, forces would rapidly advance inland to seize the critical junction of Wongneichong Gap, then pivot westward and southward to capture Victoria City and the remainder of Hong Kong. The naval contingent divided into two groups: the Bombardment Group and the Attack Group. Approximately 300 personnel from the Special Naval Landing Force (SNLF) were attached to the invasion force. Air support came from the First Air Brigade under Col. Habu Hideharu, which contributed 56 light bombers and fighters. Their mission was to neutralise the Royal Air Force and Royal Navy, thereby securing aerial and maritime superiority for the ground campaign.   On the eve of war, the British garrison numbered 13,981 all ranks, including nursing staff and St John Ambulance personnel. Of these, 8,919 were British and Canadian, with 4,402 Indian and Chinese. The core infantry force comprised 5,422 regular soldiers, complemented by approximately 6,000 additional personnel across artillery, engineering, naval, and Hong Kong Volunteer Defence Corps (HKVDC) units. By 1941, the Royal Navy had become a shadow of its former self as the once-dominant China Squadron. Of the three World War I destroyers present on 8 December, two had been sent to Singapore—the third undergoing repairs—by 1930. This redeployment stemmed partly from the futility of defending the colony and partly from a commitment by senior US Navy officers: Britain would reinforce Singapore with Hong Kong's fleet in exchange for four American destroyers at Singapore. This American guarantee, however, never materialized. The defensive infrastructure focused primarily on countering a seaborne attack: twenty-nine coastal guns (9.2in., 6in., 4.7in., and 4in. calibres), ten 18- and 2-pounder beach defense guns, and twenty-eight field guns (60-pounder, 6in., 4.5in., and 3.7in. calibres). The Hong Kong Garrison's infantry comprised four regular army battalions—two British and two Indian—bolstered by five HKVDC infantry companies, each averaging 100 men. The 1st Middlesex Regiment, deployed in August 1937, served as a machine-gun battalion equipped with forty-eight Vickers medium machine guns. Having been abroad since 1931, the regiment had deteriorated through protracted garrison service, Hong Kong being among the softest postings available. From September 1939 onward, all regiments—including the 5/7 Rajputs (arrived June 1937) and the 2/14 Punjab—experienced systematic loss of experienced officers and NCOs to other theaters. The Royal Scots proved particularly hard hit, suffering disciplinary problems and an unusually high court-martial rate. Units like the Hong Kong and Singapore Royal Artillery suffered critical leadership gaps that went unaddressed. By December 1941, many formations fielded inexperienced replacement troops, significantly undermining combat readiness. The Punjabis exemplified these deficiencies. Stationed in Hong Kong since November 1940, they received their vehicles and mortars only in August 1941—three months before combat. Compounding this, forty percent of their strength consisted of raw recruits arrived just in October. When war erupted, artillery regiments found themselves relying on junior officers in senior roles, with British commanders unfamiliar with Urdu directing Indian troops, a handicap that severely compromised effectiveness. Deficient equipment compounded leadership shortages. Shells dating from 1918 detonated prematurely upon discharge, while ammunition shortages crippled operations. On 8 December, all field guns deployed with merely 100 rounds apiece, with 200 rounds held in reserve for the entire campaign, and coastal guns received only 25 rounds each. Insufficient cross-training meant many infantrymen failed to understand the artillery "clock face" targeting system, causing them to miss their objectives. Malaria devastated European troops, particularly the Royal Scots. Of approximately 770 personnel, at least 180 suffered recurring malarial episodes from the Shing Mun Redoubt area's notoriously endemic conditions. Staff shortages forced nearly every unit to promote junior officers to positions beyond their rank, exacerbating structural weaknesses. Although the Canadians' arrival bolstered the garrison, significant handicaps undermined their effectiveness. Both battalions carried a C-class designation—deemed unfit for foreign service—having spent years in soft garrison postings without rigorous training. The deficit was stark: each Canadian soldier received only thirty-five rifle practice rounds. The two battalions incorporated 115 men with fewer than sixteen weeks' training, while sixty-two of seventy-five recruits joining the Winnipeg Grenadiers in June came directly from a training depot lacking even basic rifles. Twelve percent of the Canadian force remained untrained. Equipment deficiencies proved even more damaging. A standard 1941 Canadian infantry battalion required 102 motor vehicles—including twenty-two Universal Carriers, thirty-seven ¾-ton trucks, thirteen 1-ton trucks, thirty-one bicycles, and twenty-two Boys anti-tank rifles. When the Canadians landed, logistical failures left them with only six Bren carriers, two water tankers, twelve ¾-ton trucks, and a single Boys anti-tank rifle. Although they carried 3in. mortars, neither ammunition nor radios accompanied them. Canada possessed only 300 3-inch mortar bombs in its entire inventory at that time, making any allocation to Hong Kong impossible. A second vessel, the SS Don Jose, was dispatched with replacement vehicles and equipment but never reached Hong Kong before 8 December. The Japanese seized it en route to Manila. Despite these shortcomings, the force departed on 27 October with 1,975 men and arrived on 16 November. Intelligence estimates regarding Japanese available forces varied widely, ranging from two to four divisions. On 6 December evening, Chinese reports confirmed the previous day's arrival of three Japanese divisions at Buji township, located eight miles from the border in what is now Shenzhen. Earlier, around 1 November, a Japanese deserter provided intelligence of significant troop concentrations north of the frontier, including large-calibre artillery indicative of at least divisional strength.   The Hong Kong invasion force comprised three service branches: the Imperial Japanese Army (IJA) deployed the 38th Infantry Division, the Imperial Japanese Navy (IJN) committed the Second China Fleet, and the Imperial Japanese Air Force (IJAF) contributed the 1st Air Group. Command of the ground assault rested with Lieutenant-General Sano Tadayoshi of the 38th Division, supported by Major-General Ito Takeo heading the infantry group, while supporting arms including artillery, engineers, armor, and transport fell under Sano's authority. The main assault force consisted of three infantry regiments from the 38th Division, each led by a colonel: the 228th under Doi Teihichi, the 229th under Tanaka Ryosaburo, and the 230th under Shoji Toshishige. The 38th Division itself was a standard 1940s B-class infantry division of approximately 20,000 troops (ranging from 18,000–21,000 depending on operational requirements), organized into three regiments with three battalions each. Reflecting the Japanese army's reliance on animal and human transport, each regiment fielded roughly 3,800 troops supported by some 700 horses. Battalion strength averaged around 1,071 personnel, with companies numbering approximately 180 men. Japanese infantry battalions of this period featured a distinctive organization: rifle platoons consisted of four sections (three equipped with rifles and light machine guns, one with light mortars and rifles), complemented by an additional heavy machine-gun company fielding twelve Type 92 weapons and a troop of light artillery—likely Type 92 70mm infantry guns. The divisional field artillery regiment operated 75mm Type 41 mountain guns organized into three 688-man battalions, each with two troops of two guns. Mountain artillery units, numbering 36 guns total, carried additional personnel (3,400) and animals (1,400) to navigate the terrain complexities of Hong Kong operations. Recognizing the need for overwhelming firepower to compel Hong Kong's surrender, the IJA augmented the invasion force with heavy artillery—15cm and 24cm howitzers commanded by Major-General Kitashima Kineo. News of the Canadian reinforcements arriving in Hong Kong forced a reassessment. Commander-in-Chief Sakai Takashi of the 23rd Army informed his superiors that the original ten-day timeline was unrealistic and requested additional troops. Although most formations were already committed to other operations, Imperial Headquarters eventually authorized two depot regiments from Japan to support the campaign. Intended for second-line duties rather than frontline combat, these units were to be returned promptly after freeing experienced personnel for Hong Kong operations. This arrangement allowed the 19th and 20th mixed brigades—approximately 6,000 men organized in five infantry battalions, a field artillery battalion, and an engineer battalion—to be released for Hong Kong. However, Sakai's request for reinforcements met with disapproval from Imperial Headquarters, and he received an unmistakable message: a swift, decisive campaign was essential. His situation worsened when Japanese agents mistakenly identified British Bren carriers as tanks, forcing Sakai to improvise armor by raiding the 1st Reserve Tank Battalion and tankette units from infantry depot divisions. In attempting to secure additional armor from the 11th Army's 9th Reconnaissance Regiment, Sakai encountered resistance. General Hata Shunroku lodged sustained complaints with senior officials, and Sakai received a sharp rebuke—further requests would not be entertained, and his replacement would follow if necessary. Stung by this loss of face, Sakai abandoned all additional requests and became even more determined to achieve success. Vice-Admiral Niimi Masaichi, commanding the 2nd China Expeditionary Fleet, oversaw the entire naval element, divided into bombardment and attack groups. His flagship, the light cruiser Isuzu, carried Captain Ura Koichi, who simultaneously commanded the bombardment group. This naval force assembled ships from various China Expeditionary Fleet units, particularly from the Canton Special Base Force, 15 Squadron, and 11 Torpedo Boat Division at Guangzhou. Reflecting Niimi's lack of confidence in the army's air support capabilities, the seaplane tender IJN Kamikawa Maru joined the operation on his insistence, providing organic naval aviation against the threat posed by British Wildebeests. Niimi also petitioned for destroyers IJN Wakaba and Yugure to counter the three British destroyers, though this request was denied. The Special Naval Landing Forces (SNLF) were assigned to conduct diversionary attacks south of Hong Kong Island, intended to distract British forces from the main land invasion thrust. The IJAF's 1st Air Brigade, commanded by Colonel Habu Hideharu, centered on the 45th Air Regiment with 34 Kawasaki Ki-32 Type 98 'Mary' light bombers. This composite force drew aircraft and units from airfields across China and Manchuria—Beijing, Shanghai, Taiwan, and Qiqihar—all assembled at Baiyun Aerodrome in Guangzhou on 7 December 1941. Supporting the 1st Air Brigade were the 10th Independent Squadron under Captain Takatsuki Akira with 13 Nakajima Ki-27 Type 97 'Nate' fighters, 3 Mitsubishi Ki-15 Type 97 'Babs' command reconnaissance aircraft from the 18th Independent Reconnaissance Squadron, and the 44th Independent Squadron fielding 6 Tachikawa Ki-36 Type 98 'Ida' observation aircraft. Years before the invasion, the Japanese cultivated an extensive network of agents and sleeper operatives in Hong Kong, methodically gathering intelligence and mapping military installations. This sophisticated network proved remarkably effective: invasion maps carried by IJA officers were actually Hong Kong Government and British military maps, overprinted with Japanese annotations and interpretations. British officers later discovered in captivity that the Peninsula Hotel's regular barber was a Japanese Navy lieutenant-commander who had exploited the intimate setting to extract valuable information about British force dispositions. Intelligence operatives infiltrated every level of Hong Kong society—the garrison tailor and barber both served as spies. This groundwork enabled exceptional accuracy in artillery fire and bombing campaigns. The Japanese further leveraged criminal networks, recruiting gangsters throughout Hong Kong and Guangdong province with money and arms, turning them into irregular auxiliaries supporting the invasion.   On Sunday, 7 December, seven hundred members of the 2nd Royal Scots and Middlesex Regiment marched to St John's Cathedral for the morning service. As Major-General Maltby read a passage from Matthew, his aide-de-camp, Lieutenant I. MacGregor, delivered an urgent message that would change everything. Preparations for conflict had already begun. On 5 December, the HKVDC had mobilized fully, yet Hong Kong's broader population remained unmoved—the Happy Valley racetrack reported record attendance that very day. The contrast was stark: while one institution prepared for war, another celebrated as though nothing threatened. Japanese forces had been positioned advantageously since autumn 1941. The 23rd Army was already stationed west of Guangzhou, with contingents scattered across Foshan Town, Zhuhai, and other locations on the Pearl River delta. Upon orders for war on 1 December, they faced minimal distances to cover. The army regrouped at Humen, Shilong Town, and Guangzhou itself—staging areas for the invasion. The first visible signs arrived on 4–5 December when Japanese forces landed at Mirs Bay; the 228th Regiment moved into its staging area at Buji Town, now part of Shenzhen City. Maltby received these reports and immediately departed the cathedral service to issue urgent stand-to orders. Yet skepticism persisted within military circles. Some dismissed the threat, dismissing such intelligence as "astonishingly erroneous." Meanwhile, the Imperial Japanese Navy massed in the waters beyond Hong Kong's horizon. The Kowloon Infantry Brigade held a stretched defensive line: the 5/7 Rajputs anchored the centre, the 2/14 Punjab the east, and the 2nd Royal Scots the west. Forward positions extended far—C Company, 2/14 Punjab, under Major S. Burns ranged along Castle Peak Road toward Yuen Long. The brigade screen, C Company of the 2/14 Punjab, held Shueng Shui and Taipo Market with four Bren carriers and two armoured cars from the HKVDC, backed by engineers and the 22nd Fortress Company. The Hong Kong Infantry Brigade held Hong Kong Island itself. The Winnipeg Grenadiers occupied Victoria City on the north-west coast, while the Royal Rifles of Canada stretched along the north-east shores from Saukiwan to Lyemun. Brigadier Lawson commanded from his headquarters at Wongneichong Gap in the island's centre. At 0355 hours on 8 December, the code word "Blossom Blossom" was transmitted. Eleven minutes later, Lieutenant-General Sakai ordered the invasion to commence. Fifty minutes after that, at 0445 hours, Major Charles Boxer—a fluent Japanese speaker formerly of the Lincolnshire Regiment—was roused by Radio Tokyo announcing that war was imminent. Governor Young and Major-General Maltby were informed at once. By 0500 hours, the forward demolition points had been blown by Major Gray, OC of C Company 2/14 Punjab, and the HKVDC engineers under Major J. H. Bottomley. At 0645 hours, the garrison received formal notification: Britain and Japan were at war. Seventy-five minutes later, air-raid sirens wailed. Within moments, smoke billowed from Kai Tak Airport as Japanese aircraft destroyed virtually the entire air garrison. The Wildebeests, Walruses, HKVDC biplanes, and several civilian planes were engulfed in flames. Only two Ju-52s of the Eurasia Corporation and one CNAC T-32 Condor escaped destruction—dispersal bays had never been built due to lack of funds. The Japanese then turned to secondary targets, bombing Shamshuipo Camp and the neighbouring police station. The Canadians suffered few large-scale casualties in the initial strikes, though Sergeant Routledge and Signalman Fairley of the signal platoon were wounded—the first Canadian soldiers injured in World War II. Remarkably, Hong Kong Island's theatres, cinemas, and restaurants continued operating as though the island faced no peril. Japanese demolition efforts proved only minor obstacles. Bridges blown were quickly replaced. The invasion proceeded on three fronts: the 230th Regiment advanced westward along the northern route toward Yuen Long and Castle Peak, targeting the northern slope of Tai Mo Mountain. The 228th Regiment drove down the centre, following the Sheung Shui–Taipo–Kowloon road toward Grassy Hill north of the Shing Mun Redoubt. The 229th Regiment, crossing at Sha Tau Kok and by boat at Starling Inlet, proceeded via Taipo toward Tai Shui Hang and Ma On Mountain. Whenever confronted with strongly defended positions, the Japanese bypassed them entirely rather than engage. The first day brought scattered but spirited resistance. Around 1300 hours, the Punjabis inflicted the first serious check, drawing blood from advancing Japanese forces. At 1830 hours, they ambushed and decimated several Japanese platoons south of Taipo market town. The HKVDC's armoured cars and Bren carriers struck similar successes nearby. The 2 Royal Scots' reconnaissance platoon clashed with elements of the 229th Regiment around Yuen Long. Despite these minor victories, Japanese momentum continued. Armed with stolen British maps and guided by fifth columnists, they pushed forward relentlessly. By late afternoon on the 8th, the Punjabis withdrew toward Grassy Hill to avoid being outflanked. The artillerymen of the 12th Battery engaged an IJN destroyer and Japanese forces around Taipo, inflicting heavy casualties. Farther south near Shatin, on the Taipo–Kowloon highway, rapidly advancing Japanese troops surprised the defenders and severed the fuse at an HKVDC demolition point. Their triumph proved momentary; the engineers completed the backup circuit and detonated the bridge, destroying it along with the Japanese soldiers crossing it. By early morning on 9 December, orders came to withdraw all mainland units to the Gin Drinkers Line. The Punjabis, already at Shatin Wai overlooking Tide Cove, held their position under pressure and continuous shelling for the next two days. The HKVDC withdrew to Fotan, a village south of Shatin. Maltby ordered D Company, 5/7 Rajputs, under Captain H. R. Newtons to Smuggler's Ridge to close the gap between the 2 Royal Scots and 2/14 Punjab. HKVDC armoured cars and Bren carriers continued patrols along Castle Peak Road while HMS Cicala, having survived two air attacks, maintained station in Castle Peak Bay. Despite an IJN blockade, the destroyers HMS Thanet and Scout slipped anchor and escaped to Singapore around 2130 hours. The surviving CNAC and Eurasia aircraft took off with high-value evacuees: Dr. Sun Yat-Sen's widow and her two equally renowned sisters—the Soong sisters—along with Chinese Finance Minister H. H. Kung. Also departing was Lieutenant-Colonel H. Owen-Hughes of the HKVDC, who carried orders to coordinate with the Chinese Nationalist Army for a rear-guard attack on Japanese forces to relieve the pressure on Hong Kong. I would like to take this time to remind you all that this podcast is only made possible through the efforts of Kings and Generals over at Youtube. Please go subscribe to Kings and Generals over at Youtube and to continue helping us produce this content please check out www.patreon.com/kingsandgenerals. If you are still hungry after that, give my personal channel a look over at The Pacific War Channel at Youtube, it would mean a lot to me. On 8 December 1941, Japan attacked Hong Kong with the 38th Division, supported by naval and air forces. Despite British defenses manned by undertrained, under-equipped troops, Japanese forces advanced rapidly across three fronts. Within hours, the RAF was destroyed, demolitions proved futile, and British units withdrew toward the Gin Drinkers Line facing overwhelming odds.

Middle East correspondent, Lou Browne spoke to Lisa Owen about the US treasury secretary talking up a plan to cripple the Iranian regime with new sanctions. Just how the US will financially target the Islamic Republic isn't yet clear - with details set to be laid out tomorrow morning. Iranian officials have warned the US against the planned action, threatening to further choke off oil shipments in the Strait of Hormuz and the Persian Gulf.

Today's top stories, with context, in just 15 minutes. On today's podcast: 1) Prime Minister Mark Carney’s government sees little chance of resuming talks with President Donald Trump before the midterm elections after trade talks collapsed. Carney is designing a domestic aid package to help businesses hurt by US tariffs, which will remain in place for the duration of the conflict and throughout the rest of Trump’s term if need be. The US has said the path for talks is unclear, with US Trade Representative Jamieson Greer stating that they don’t have new talks planned with the Canadians and are moving forward with measures that respond to Canadian retaliation. 2) Iran’s oil shipments to Asia have all but dried up, driving the cost of those cargoes to the highest levels in years. A US blockade has left loaded Iranian vessels trapped inside the Persian Gulf and a fleet of empty ones stuck outside, resulting in a scarcity of oil in the region. Treasury Secretary Scott Bessent is due to unveil a plan for “the greatest coordinated economic isolation in the history of the world”, targeting Chinese refiners and the banks funding them. 3) Investors are looking for Fed Chair Kevin Warsh to clarify his views on how the US central bank should react to stubborn inflation when he speaks on Friday at the annual gathering in Jackson Hole, Wyoming. The chairman's communications strategy is off to a rocky start, and he's under pressure to give clearer guidance of how the Fed might react over the remainder of the year. Recent data have shown inflation, while still above the Fed's 2% goal, may be starting to cool, with economists estimating the PCE price index rose 3.6% in July from a year ago.See omnystudio.com/listener for privacy information.

US Treasury Secretary Bessent wrote in the FT that economic D-Day is coming for Iran, and countries that calculate appeasement of the regime to be a safer choice should reconsider.Iran warned, "If the economic war continues, not a single drop of oil will be exported٫ neither through the Strait of Hormuz nor from anywhere in the Persian Gulf.”Trade discussions between the US and Canada collapsed on Friday; Canadian PM Carney vowed to retaliate by matching tariffs dollar-for-dollar on US goods from September 8th.Crude futures pulled back after last week's advances, and with the absence of any major geopolitical developments over the weekend.APAC stocks traded mixed, albeit with a mostly negative bias; European equity futures indicate a slightly lower cash market open.Looking ahead, highlights include Mexican Inflation (Aug), US Chicago Fed National Activity Index (Jul), and comments from US Treasury Secretary Bessent. Earnings from Xpeng & PDD.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US Treasury Secretary Bessent wrote in the FT that economic D-Day is coming for Iran, and countries that calculate appeasement of the regime to be a safer choice should reconsider.Iran warned, "If the economic war continues, not a single drop of oil will be exported٫ neither through the Strait of Hormuz nor from anywhere in the Persian Gulf.”Crude is subdued amid a lack of major weekend escalations, eyes on Bessent's presser, who is set to unveil Iran sanctions.European bourses trade tentatively; US equity futures are indicative of a weaker open, with underperformance in the NQ.DXY is firmer, holding around the 99.00 mark; CAD underperforms as trade talks with the US collapsed on Friday.Looking ahead, highlights include Mexican Inflation (Aug), US Chicago Fed National Activity Index (Jul), and comments from US Treasury Secretary Bessent. Earnings from Xpeng & PDD.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Pentagon Wants to Retreat From the Persian Gulf, Shipping Chaos Threatens World Food Supply, Arms Manufacture Scam, Mossad Iran Purge, Israel Bombs Turkish Assets in Syria, Royal Navy Too Small and Weak, Ukraine Drone War Failure and Russian Breakthroughs...   Join the Regrettable Century Patreon Visit the NEW IMPROVED Regrettable Century merch store    

On the latest GoodFellows: Is economic strangulation the key to achieving Iranian cooperation, or another misstep in the Persian Gulf? Is a sequel to “Woke 1” in the works? And does playing the race card in the aftermath of a former Cambridge University professor's suicide make his death even more tragic – and distract from another tragedy: declining academic tragedy? Subscribe to GoodFellows for clarity on today's biggest social, economic, and geostrategic shifts — only on GoodFellows.

Stijn Schmitz welcomes back Art Berman to the show. Art Berman is The Energy Realist. Berman explains that the initially feared catastrophic disruption from the Iran War has been partially offset, with production losses revised down to roughly 5 million barrels a day, though he stresses this remains a historically massive number. The absence of immediate global economic collapse is attributed to significant demand destruction, particularly in China, and the critical role of inventories. Using an analogy of a savings account versus a paycheck, he distinguishes between strategic and commercial reserves, noting that ample inventories have cushioned the market, preventing oil prices from spiking as they did during the Ukraine war when stocks were dangerously low. However, he warns that this cushion is finite and being drawn down at an alarming rate, with his comparative inventory model suggesting severe price pressures could materialize by November. The discussion highlights the profound risks associated with shut-in production, where wells may never return to prior output levels due to complex subsurface physics. Berman describes the situation as a permanent “phase shift,” arguing the global oil system is fragmenting into distinct geopolitical blocs and will never revert to its pre-war state. He emphasizes that alternative supplies are not a simple solution because crude oil quality varies dramatically; light U.S. shale oil cannot easily replace medium-grade Persian Gulf crude required by many refineries. Looking at the longer term, Berman frames oil as a mature, declining resource, stating that civilization must eventually adapt to the end of perpetual growth, a transition that will fundamentally reshape society. Timestamps: 00:00:00 – Introduction 00:00:44 – Iran War Energy Disruptions 00:03:00 – China Demand Destruction Analysis 00:05:24 – Diesel Prices Regional Impacts 00:06:52 – Stocks Versus Flows Distinction 00:09:04 – Savings Account Analogy 00:18:14 – Global Inventories Assessment 00:22:37 – Persian Gulf Production Losses 00:33:15 – Lost Production Focus 00:39:51 – Phase Shift Market Scenario 00:50:53 – Refinery Tightness Crack Spreads 00:59:03 – Comparative Inventory Tool 01:21:20 – Concluding Thoughts Guest Links: Website: https://artberman.com X: https://x.com/aeberman12 Art Berman isn’t your run-of-the-mill energy consultant; he’s a full-blown disruptor in a realm riddled with myths. With 40 years in petroleum geology and an intriguing twist – a degree in Middle Eastern history – Art slices through energy complexities with academic rigor and market savvy. Forget what you thought you knew. This man’s comparative inventory approach is a guiding light for traders, investors, and policymakers. And he doesn't just spend his time consulting. Art is an adjunct lecturer at the University of Houston, your go-to expert witness, and an electrifying keynote speaker who doesn’t mince words. In a sector awash with misinformation, Art’s your source for gut-punching, data-backed truths. His clientele spans from ambitious investors to globe-spanning corporations, all seeking decisions steeped in reality, not fantasy. Love him or hate him, one thing is certain: Art Berman is an undeniable force in the energy sector. Away from the charts and graphs, Art enjoys Baroque music and psychology and spending family time with his wife, kids, grandkids, and his dog, Lily. So, are you ready for the unvarnished truth? Look no further.

Iranian War: A Tiny Waterway with a Huge ImpactEpisode DescriptionWhat does a narrow waterway thousands of miles away have to do with your gas bill, grocery budget, and everyday expenses?In this episode of Being Blunt, we break down the growing tensions involving Iran and explain why the Strait of Hormuz remains one of the most important waterways on the planet. While many people have never heard of it, this small passage serves as a critical gateway for global oil shipments, making it a key factor in energy prices and economic stability worldwide.We'll explore the conflict, the strategic importance of the Strait of Hormuz, and how events in the Middle East can directly impact families, businesses, and consumers here at home.Quick. Powerful. To the Point.In This EpisodeWhat is happening between Iran and its regional rivals?Why is Iran such an important player in global energy and Middle East politics?What exactly is the Strait of Hormuz?Where did the Strait of Hormuz get its name?Why do so many of the world's oil shipments pass through this narrow waterway?How can tensions in the region affect global oil markets?Why do gas prices often rise during periods of uncertainty?What impact could disruptions have on transportation, shipping, and consumer goods?How do everyday people in Iran experience the effects of conflict and economic instability?What should consumers watch for if tensions continue to escalate?Key Takeaways

Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he dives into today's top stories shaping America and the world. In this episode of The Wright Report, Bryan breaks down newly revealed FBI files on Chinese spy Fang Fang, including her secret surveillance of Rep. Eric Swalwell, alongside the case of a former CIA China analyst who transitioned genders and still held a top security clearance. Bryan covers the Trump Administration's undercover DHS and FBI operations targeting Antifa cells in Minnesota, new data showing America's murder rate just hit a 20-year low, and the Islamic Society of North America dropping a pro-child-marriage cleric from a Labor Day panel alongside Senate candidate Abdul El-Sayed after public backlash. He also breaks down a federal appeals court ruling forcing a trans healthcare provider to hand over records to the DOJ. Plus, Bryan covers Ukraine's missile strike on a major Russian rocket factory, President Trump's decision to scale back military exercises with South Korea to court North Korea and China, the secret "ghost fleet" of oil tankers slipping out of the Persian Gulf, and a promising new arthritis pill that's regrowing hair in alopecia patients. "And you shall know the truth, and the truth shall make you free." - John 8:32   Keywords: Wright Report, Bryan Dean Wright, Fang Fang, Eric Swalwell, CIA, FBI, China, security clearance, transgender, DHS, Antifa, Minnesota, murder rate, Abdul El-Sayed, Islamic Society of North America, trans medicine, QueerDoc, Ukraine, Russia, North Korea, Kim Jong Un, Strait of Hormuz, ghost fleet, alopecia

The fastest way to understand a crisis is to stop arguing about talking points and look at what is physically happening. Today we do exactly that with Larry Johnson as LtCol. Karen Kwiatkowski fills in for Kyle, starting with the Strait of Hormuz and the hard question behind every headline: is it actually open, and who controls passage right now? We point listeners to real-time ship tracking, then walk through what the traffic patterns imply for global oil prices, shipping risk, and the credibility gap between public claims and observable reality. From there, we dig into Tehran's power structure and why personnel moves can change the tone and terms of negotiations. We connect the elevation of tougher security figures to a wider pattern: when moderates are removed, deals get harder, not easier. That sets up a blunt conversation about the MOU that was touted, then abandoned, plus the longer shadow of the JCPOA and how walking away reshapes what Russia, China, and other actors are willing to enforce. The practical takeaway is that “maximum pressure” can end up producing maximum leverage for the other side. We also bring the story home with what families are reporting from US Navy and Marine deployments: supply failures, substandard food, collapsing morale, and the strategic consequences of treating logistics like an afterthought. Finally, we stress-test the idea of bypassing maritime chokepoints with pipelines, including why crude oil is only part of the Persian Gulf export picture when LNG, fertilizer inputs, and helium are on the line too. If this helped you see the Iran-US conflict and energy security with clearer eyes, subscribe, share the episode, and leave a review. What do you think is the most realistic path to reopening the strait without escalating the war?

P.M. Edition for Aug. 14. Money managers have a problem: Clients are holding near-record amounts in cash—by one estimate more than $3 trillion. Miriam Gottfried, a reporter and co-host of WSJ's Take On the Week podcast, explains why this is happening and what financial planners are pushing their clients to do instead. Plus, two pieces of data—July retail sales and the preliminary August reading of the University of Michigan's consumer sentiment survey—came in lower than expected. WSJ economics reporter Matt Grossman says that is painting a picture of a weaker U.S. economy. And AI slop is everywhere, making it hard to know what's real online. We hear from WSJ personal tech columnist Nicole Nguyen about the inspiration for her recent special Tech News Briefing podcast series, “AI and the Blurring of Reality.” Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Oil prices climb more than 1% on reports that at least one tanker came under attack in the Persian Gulf. And Reddit shares jump ahead of the social-media company joining the S&P 500. Pierre Bienaimé hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this segment Jimmy points out how dramatically Iran has shifted the strategic balance in the Middle East — now the Islamic Republic is tying the reopening of the Strait of Hormuz to even more onerous demands, including complete U.S. withdrawal from the Persian Gulf, hundreds of billions in compensation, sanctions relief, and an end to all attacks. The discussion portrays the escalating attacks on tankers, Saudi oil infrastructure, Yemen, Iraq, Lebanon, and other regional targets as evidence that the conflict is spreading and that the United States faces growing pressure over energy markets and military resources.  Jimmy also argue that Israel could further escalate the conflict by expanding operations in the West Bank and that broader regional tensions make a simple U.S.-Iran agreement increasingly difficult. He concludes by portraying the situation as a major strategic setback for Donald Trump and warning that even if oil could be re-routed away from the Strait of Hormuz, that would do nothing about fertilizer, helium, uranium, and other critical commodity supplies. Plus segments on TPUSA producer Blake Neff's shocking tweet unwittingly exposing how the organization benefits from Charlie Kirk's assassination and an interview with Dr. Pierre Kory and his attorney Richard Jaffe about a major legal victory for medical freedom. Also featuring Stef Zamorano!

P.M. Edition for Aug. 10. The FDA has laid out new rules intended to make the food system more transparent, part of an overhaul promised by Health Secretary Robert F. Kennedy Jr. WSJ reporter Liz Essley Whyte discusses how the new rules would work and why guidelines for ultraprocessed foods didn't come today. Plus, as Iran strengthens its demands in negotiations to reopen the Strait of Hormuz, Gulf states have begun accepting a new reality: that Tehran will control the strait for the foreseeable future. We hear from WSJ Middle East correspondent Benoit Faucon about what they are doing about it. And more than 70 people have been killed in a 7.4 magnitude earthquake in Colombia. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A.M. Edition for Aug. 6. In a departure from recent precedent, President Trump has called Kevin Warsh repeatedly since he was appointed as Fed chairman, including to seek counsel on how AI and the Iran war are affecting the economy. Plus, airlines are pushing back against federal authorities intensifying immigration enforcement at U.S. airports, including near gates and ticket counters. And the Senate confirms Dr. Erica Schwartz as director of the Centers for Disease Control and Prevention, after a bipartisan grilling on how she would navigate vaccine policy under Robert F. Kennedy Jr. 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.

In this episode of The President's Daily Brief: First—the United States and Iran may be nearing an agreement to reopen the Strait of Hormuz, but the reported terms would give Tehran control over ships entering the Persian Gulf. Later—Iran accelerates its execution of protesters, using the war to portray domestic opposition as treason and eliminate those who challenged the regime. Plus—Russia reportedly launches a disinformation campaign ahead of Germany's elections, targeting opponents of the right-wing AfD. In today's Back of the Brief—Beijing retaliates against recent U.S. actions with new restrictions targeting American entities, drone technology and factory inspections. To listen to the show ad-free, become a premium member of The President's Daily Brief by visiting https://PDBPremium.com. Please remember to subscribe if you enjoyed this episode of The President's Daily Brief. YouTube: youtube.com/@presidentsdailybrief Quince: Refresh your wardrobe with timeless, high-quality pieces from Quince—go to https://Quince.com/PDBfor free shipping and 365-day returns! ZBiotics: Go to https://zbiotics.com/PDBand use PDB at checkout for 15% off any first time orders of ZBiotics probiotics. Ethos: Protect your family with life insurance from Ethos. Get up to $3 million in coverage in as little as 10 minutes at: https://ethos.com/PDB  Learn more about your ad choices. Visit megaphone.fm/adchoices

A.M. Edition for Aug 3. President Trump's latest walkback came just hours after saying he was prepared to launch the biggest attack since World War II, and as Gulf countries grow frustrated over a lack of a clear U.S. strategy to end the war. Plus, the Japanese Yen rises after Washington and Tokyo launch their first joint intervention in a generation after the currency fell to a 40-year low against the dollar. WSJ Tokyo bureau chief Jason Douglas breaks down the worries that drove Washington to get involved. And California's Democratic Party endorses the state's proposed billionaire tax. 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.