Podcasts about Red Sea

We're closing out our Faith Stories series — stories from the life of Jesus where ordinary people show extraordinary faith. This week moves fast and packs in three of them, held together by one idea: faith is never isolated. Your faith should strengthen mine, and mine should strengthen yours. This week we're in Matthew 8 and Mark 5. And, Not If — In Matthew 8:1-3, a leper approaches Jesus in the middle of a crowd that parts like the Red Sea to get away from him. He was more than sick; he was considered unclean, unaccepted, untouchable. And he says something full of faith: "Lord, if you are willing, you can make me clean." He already believes Jesus is able — he's only asking whether Jesus is willing. Then Jesus does the unthinkable: he reaches out and touches the untouchable, and says, "I am willing." That's the key that unlocks greater faith. It's easy to believe God is able — the Creator of the universe, the one who set the stars in place. The harder thing is to believe He's willing to intervene for you personally. But His willingness was never tied to what you deserve, what you've earned, or what you could repay. He does it because He's a good Father who cares. Not just able — and, not if. Wait Your Turn — In Mark 5:21-43, Jairus, a synagogue leader, falls at Jesus' feet begging him to come heal his dying daughter. Jesus goes with him — but on the way he stops, because a woman who'd been bleeding for twelve years reaches out and touches the hem of his robe, believing that even that would be enough. It is. "Daughter, your faith has healed you." And while Jesus is still speaking, word comes that Jairus's little girl has died. Imagine watching your miracle get "interrupted" so someone else can have theirs first. But Jairus doesn't throw a fit — he waits his turn, holding onto the faith that if Jesus could do it for her, he can do it for me. Jesus clears out the mockers, takes the girl by the hand, and says, "Talitha koum" — baby girl, get up — and she does. Then, so like Jesus, he tells them to give her something to eat. Two takeaways: God is not just able, but willing — He wants to participate personally in your life. And: be patient. It won't always happen when or how you expect, and sometimes it happens for someone else while you're still waiting. Have faith enough to believe that if He did it for them, He can do it for you — and celebrate their victory while you wait for yours. When you rejoice with those who rejoice, you position yourself to receive from God. Scripture: Matthew 8:1-3; Mark 5:21-43.

HEADLINES:• Oil Prices Slide As US-Iran Peace Talks Raise Hopes For Hormuz Reopening • Saudi Arabia Set To Take Majority Control Of Gaming Giant Electronic Arts • Houthis Deny Red Sea Shipping Fees Plan As Tanker Traffic Slows At Bab El-MandebNewsletter: https://aug.us/4jqModrWhatsApp: https://aug.us/40FdYLUInstagram: https://aug.us/4ihltzQTiktok: https://aug.us/4lnV0D8Smashi Business Show (Mon-Friday): https://aug.us/3BTU2MY

In this study we will take a look at the women within the Bible. We will look at each one of them and see how their story influences our lives today.As we continue our study in this fantastic insight of the Women of the Bible, this morning we shall finish Miriam the sister of Moses.Miriam (rebellion) – Moses Sister – A ProphetessMiriam was the older sister of Moses, and it was she who watched over him when he was placed in a basket on the River Nile. She went on to become a leader of the Hebrews when they escaped from Egypt and went in search of the Promised Land.Miriam is best known for helping to deliver Moses at the Nile River and leading the Hebrew women in singing, dancing, and playing drums after crossing the Red Sea. Later, she and her brother Aaron challenge the actions and authority of Moses. She understands leadership to embrace diverse voices, female and male. But the price of speaking out is severe; Yahweh punishes her, after which she never speaks, nor is she spoken to. Centuries later, prophecy remembers her as the equal of Moses and Aaron in representing Yahweh before the people, and as the inaugurator of a performance and composition tradition of song, drums, and dances in Israel.                Miriam, the prophetess, the sister of Aaron (Exod. 15:20.), is the first of her order mentioned in the Word of Yahweh. While Yahweh never ordained a woman to be priest, nor do we read of women as bishops or pastors in the New Testament, the vocation of "prophetess" is common to both dispensations. Hannah (1Sam. 1:2) was practically a prophetess, and so was Huldah, to whom King Josiah went in his time of perplexity. Deborah (Judges 4:5) was a prophetess (2Kings 22:14), and there were also false prophetesses, such as Noadiah (Neh. 6:14), as well as false prophets.                Yahweh's order in the family is not according to earthly birthright. Speaking of the leaders of His people Israel, He says: "I sent before thee Moses, Aaron, and Miriam." (Micah 6:4.) All these children of Amram were of the prophet order. Miriam was the eldest, Moses the youngest; yet Moses is first mentioned, because he knew his Yahweh more fully than either his brother or his sister. Aaron, his elder brother, ranks next, and Miriam, the eldest of the three, ranks last.Miriam was a leader of the Hebrew people during the Exodus, the great founding event of Judaism. The episodes we have about her are disjointed and probably only represent a fraction of the stories originally told in the oral tradition of the Hebrew people.  The story of Miriam contains four different episodes:   1 Miriam saved her brother Moses, Exodus 2:1-10. This well-known story shows that the survival of the leader of the Exodus, Moses, depended on the courage and ingenuity of one young woman, his sister Miriam.   2 The song of Miriam, Exodus 15:20-21. This fragment of the Song of Miriam is one of the oldest poetic couplets in the Old Testament. It is an example of a literary genre devoted to celebrating military victories with triumphal poems.  3 Miriam's ordeal, Numbers 12. This story is about the authority of established law. Moses was the great lawgiver of the Hebrew people Moses' legislation formed the basis of Hebrew life. The story acknowledged that Miriam and Aaron were both popular leaders, but the Law, represented by Moses, bound them.  4 Miriam's death, Numbers 20:1-2. Miriam died in a waterless place in the wilderness, but Yahweh subsequently caused water to appear there.  In this study we finish up with #3 Miriam's ordeal and complete the study with Miriam's death While they were at Hazeroth, Miriam and Aaron spoke against Moses because of the Cushite woman whom he had married (for he had indeed married a Cushite woman); and they said, 'Has Yahweh spoken only through Moses? Has he not spoken through us also?' And Yahweh heard it. Now the man Moses was very humble, more so than anyone else on the face of the earth.Yahweh knows when we criticize and snip at each other. No matter our position in the church, we have to remember that all of Yahweh's children are special to Him. In fact, today, we can be even closer to Yahweh than Moses was the one who stood face to face with Yahweh. Our Yahweh now lives inside of us, for we are the temple of the Holy Spirit. How then can we not be afraid to speak against another of Yahweh's servants, His child? If we do so, we may very anger Yahweh and cause Him to depart from us.Numbers 12:10: Suddenly Miriam became leprous, as white as snow = Leprosy was a disease where the body rotted and decayed. It was considered a “walking death” – and Miriam had an advanced case of leprosy (white as snow) instantly. At this moment, Yahweh caused her body to reflect her heart.Leprous = First occurance is in Exodus 4:6. Nine (Denotes Finality of judgment. It is 3x3, the product of Divine completeness. The number nine, or its factors or multiples, is seen in all cases when judgment is the subject.)so afflicted: Exo. 4:6. Num. 12:10. 2Kings 5:1, 2Kings 5:27; 7:3; 15:5. (2Chron. 26:20). Matthew 8:2; 26:6. Luke 17:12. (Nine cases, 21 individuals.)By the way 21 in the Biblical Number for Divine Completion as regardsSpiritual Perfection, Many times, I have read that Yahweh punished Miriam by making her leprous. There is a big debate on whether Yahweh did this or not. Let's read the verse again. Yahweh was angry and left in verse 9 and here in verse 10 we read of the cloud departing, and Miriam was leprous. No where are we told Yahweh made Miriam leprous or even that Yahweh punished Miriam with leprosy. Yahweh went away. There is protection under the shadow of Yahweh's wing, but when we leave that protection or by our actions cause Yahweh to withdraw we lose that protection.11           Oh my lord! Please do not lay this sin on us = Aaron called Moses his master (my lord), and he attributed to Moses the power to strike Miriam with leprosy. Aaron also confessed his previous criticism as foolish and sinful (we have done foolishly…we have sinned).13           So Moses cried out to Yahweh = This was the first word spoken by Moses in this chapter. He had not spoken the entire time he was accused, leaving it up to Yahweh to answer his critics.14           Let her be shut out of the camp seven days, and afterward she may be received again = Yahweh did heal Miriam. If she were still a leper, she would not have been allowed to remain in the camp of Israel, and she was received again. Yet, Yahweh allowed her to live with the outward display of her inward heart for seven days – and allowed the whole nation to know it.Miriam's question 'has Yahweh indeed spoken only through Moses?' was a profound one.  It asked   How do we know what Yahweh wants? What ways does Yahweh speak to us? Who has authority over us? These questions are universal, asked by people of every place and era.Numbers 20:2 The people stayed in Kadesh (sanctuary); and Miriam died there and was buried there = Miriam died in Kadesh. Through the years of wandering in the wilderness, Israel came now to Kadesh. This is probably another place named Kadesh but presented to remind us of the failure of faith at the Kadesh of Numbers 13:26.Miriam, with her brothers Moses and Aaron, led the Hebrew people throughout the forty years when they reverted to the nomadic life, searching meanwhile for a land where they could settle.  The life they led was hard, and they must often have yearned for the stability and settled life they had left back in Egypt. Water was always scarce, the food supply was unreliable, and the physical living conditions were rigorous. Eventually these conditions took their toll on Miriam, and she died.  'The Israelites, the whole congregation, came into the wilderness of Zin in the first month, and the people stayed in Kadesh. Miriam died there, and was buried there.'  Water, the symbol of life, had played quite a large part in Miriam's life. She saved her brother from the water; she led the song of victory after the parting of the Red Sea; she died in a waterless place. Immediately after her death, Yahweh gave abundant water to the people, in the form of a spring. Unlike most women in the Bible, Miriam is never called wife or mother. She has neither husband nor children. Jewish traditions, however, cannot tolerate her status as single. The historian Josephus deems Hur the husband of Miriam (Antiquities 3.54; see Exod 17:10–12). Rabbinic sources give her Caleb for a husband and Hur for a son (but compare 1 Chr 2:19). Join me as we go Chapter by Chapter, Verse by Verse, Unraveling the Words of Yahweh!Have any questions? Feel free to email me; keitner2024@outlook.com

Guest: Dr. James M. Dorsey (Adjunct Senior Fellow), S. Rajaratnam School of International Studies Saudi Arabia is taking on an increasingly prominent security role in the Middle East, leading a new multinational maritime coalition to protect vital Red Sea shipping lanes while deepening military coordination with the United States. The developments come as Egypt faces its first drone attack linked to the wider regional conflict and Washington pursues a diplomatic initiative aimed at ending the war in Gaza. Do these parallel developments signal a fundamental shift in the Middle East's security architecture, and is Saudi Arabia emerging as a more influential regional power?

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

July 12, 2026 - Vacation Bible School Day 1 - Sunday PM Bible Class In this episode Bill leads a lively class-style exploration of the complex relationship between archaeology and the Bible. Bill argues that while archaeology can sometimes corroborate biblical details, it does not "prove" Scripture—the Bible is presented as the ultimate, absolute authority. Listeners are taken through the larger debate over timelines, methodology, and the limits of physical evidence. The program contrasts the modern, roughly 200-year history of archaeology with the Bible's traditional, literal timeline of about 6,000 years, and discusses how those differing chronologies shape interpretations. The speaker highlights that archaeology often raises questions or offers multiple interpretations rather than delivering definitive answers. Concrete case studies are covered in depth: the Exodus narrative, the conquest accounts (Jericho and Ai), debates over the location of Mount Sinai, claims about Pharaoh's army at the Red Sea, and sensational finds like alleged remains of Noah's Ark. The episode flags which of these claims are widely debated or lack direct archaeological confirmation. A major portion of the talk focuses on Hezekiah's Tunnel and the Pool of Siloam: the tunnel's construction, the ancient inscription describing the stonecutters' rendezvous, and how the feature aligns with Old Testament descriptions and later New Testament references (including Jesus' healing at the Pool of Siloam). This segment is presented as a strong example of where biblical description and physical remains converge. Bill explains "burn layers"—strata of destruction in archaeological sites—and uses examples such as Shiloh and Jericho to show how sudden destruction horizons can match biblical accounts of conquest, while also stressing that later rebuilding can obscure earlier events. The theological dimension is emphasized through the story of Rahab as an example of grace appearing amid judgment. The Dead Sea Scrolls receive special attention as one of the most remarkable finds supporting the preservation and reliability of Scripture: nearly 1,000 manuscripts from Qumran, the languages they contain, and their significance for understanding Jewish belief in the Second Temple period and the textual history of the Hebrew Bible. The episode also reviews a handful of corroborating inscriptions and human remains—such as the Pilate Stone, the first-century heel bone with an embedded nail, and the Gallio inscription—illustrating archaeology's role in confirming historical persons, administrative titles, and cultural details mentioned in the New Testament. Throughout the lecture the speaker warns about overhyped or bogus claims and encourages careful, critical investigation. He references modern popular apologetics researchers and online resources (Jonathan Moore; Apologetics Press contributors Kyle and Jeremy Butt, David and Jeff Miller) and mentions plans for travel groups to Israel for those interested in seeing sites firsthand. Key takeaways: archaeology can illuminate and sometimes corroborate biblical narratives, but many discoveries are debated or ambiguous; careful scholarship and discernment are essential; and for the speaker, the archaeological record ultimately points back to the authority and reliability of Scripture. The episode closes with an encouragement to keep digging—both literally in the field and figuratively in God's Word. Duration 30:11

Spiritual Eyes of Faith (1) (audio) David Eells, 8/2/26  V. W. - 6/4/19 (David's notes in red) I had this dream where some of us of local UBM were in the living room of a house. Some of us were talking casually, sitting at a picnic table that was in the living room. My husband and I were sitting next to each other; Debbie Fenske was to the right, a little farther away. She was talking to us about the book we are reading in our Wednesday Bible studies, The Real Good News. (This book is about what the Gospel provides for those who overcome through faith.) She said something about the chapter we are in, and she had read a few chapters ahead. She was also very excited about the deliverance the Lord is doing now, and something about spiritual warfare. I remember seeing Joe D. (who has come here to visit) sitting in a chair diagonally across from her, smiling. As she was talking about the book, I knew we were now receiving “grants”. (For those who take part in the cleaning up process, the heavenly “grants” will come to those who have faith in the promises.) Then, when I woke up I thought of (Php.1:29) …to you it hath been granted in the behalf of Christ, not only to believe on him, but also to suffer in his behalf. (Those who suffer with Jesus in our death to self will also reign with him through the grants. (2Ti.2:11) Faithful is the saying: For if we died with him, we shall also live with him: 12 if we endure, we shall also reign with him: if we shall deny him, he also will deny us. (Rev.2:26) And he that overcometh, and he that keepeth my works unto the end, to him will I give authority over the nations. All the promises we've been given from the Lord are past tense, so we see them as being “granted” already.) I thought about how a grant is a gift to be used for a specific purpose. And I searched the New Testament for the word ‘granted' and found these verses. (I added the Old Testament grants to overcomers.) It is amazing to see all the things the Lord is granting us now. Thank You, Father, for Your grace and for granting us to be delivered out of the hands of our enemies! Thank You for all the things You are giving us. May we use all You grant us for Your Kingdom and glory in Jesus name, Amen! (Luk.1:73-75) The oath which he sware unto Abraham our father, 74 To grant unto us that we being delivered out of the hand of our enemies Should serve him without fear, 75 In holiness and righteousness before him all our days. (Act.4:29) And now, Lord, look upon their threatenings: and grant unto thy servants to speak thy word with all boldness. 30 while thy stretchest forth thy hand to heal; and that signs and wonders may be done through the name of thy holy Servant Jesus. 31 And when they had prayed, the place was shaken wherein they were gathered together; and they were all filled with the Holy Spirit, and they spake the word of God with boldness. (Act.14:2) But the Jews that were disobedient stirred up the souls of the Gentiles, and made them evil affected against the brethren. 3 Long time therefore they tarried there speaking boldly in the Lord, who bare witness unto the word of his grace, granting signs and wonders to be done by their hands. (Act. 27:23-25) For there stood by me this night an angel of the God whose I am, whom also I serve, 24 saying, Fear not, Paul; thou must stand before Caesar: and lo, God hath granted thee all them that sail with thee. 25 Wherefore, sirs, be of good cheer: for I believe God, that it shall be even so as it hath been spoken unto me. (Rom.5:5) Now the God of patience and of comfort grant you to be of the same mind one with another according to Christ Jesus: 6 that with one accord ye may with one mouth glorify the God and Father of our Lord Jesus Christ. (Gal.3:16) Now to Abraham were the promises spoken, and to his seed. He saith not, And to seeds, as of many; but as of one, And to thy seed, which is Christ. (And He grants to those who abide in Christ who are sons of Abraham by faith.) 17 Now this I say: A covenant confirmed beforehand by God, the law, which came four hundred and thirty years after, doth not disannul, so as to make the promise of none effect. 18 For if the inheritance is of the law, it is no more of promise: but God hath granted it to Abraham by promise. (Eph.3:16-19) that he would grant you, according to the riches of his glory, that ye may be strengthened with power through his Spirit in the inward man; 17 that Christ may dwell in your hearts through faith; to the end that ye, being rooted and grounded in love, 18 may be strong to apprehend with all the saints what is the breadth and length and height and depth, 19 and to know the love of Christ which passeth knowledge, that ye may be filled unto all the fulness of God. (2Pe.1:3-4) Seeing that his divine power hath granted unto us all things that pertain unto life and godliness, through the knowledge of him that called us by his own glory and virtue; whereby he hath granted unto us his precious and exceeding great promises; that through these ye may become partakers of the divine nature, having escaped from the corruption that is in the world by lust. (1Ch.4:10) And Jabez called on the God of Israel, saying, Oh that thou wouldest bless me indeed, and enlarge my border, and that thy hand might be with me, and that thou wouldest keep me from evil, that it be not to my sorrow! And God granted him that which he requested. And He will grant us this too. (2Ch.1:11) And God said to Solomon, Because this was in thy heart, and thou hast not asked riches, wealth, or honor, nor the life of them that hate thee, neither yet hast asked long life; but hast asked wisdom and knowledge for thyself, that thou mayest judge my people, over whom I have made thee king: 12 wisdom and knowledge is granted unto thee; and I will give thee riches, and wealth, and honor, such as none of the kings have had that have been before thee; neither shall there any after thee have the like. (Ezr.3:6) From the first day of the seventh month began they to offer burnt-offerings unto Jehovah: but the foundation of the temple of Jehovah was not yet laid. 7 They gave money also unto the masons, and to the carpenters; and food, and drink, and oil, unto them of Sidon, and to them of Tyre, to bring cedar-trees from Lebanon to the sea, unto Joppa, according to the grant that they had of Cyrus king of Persia. (Trump as Cyrus is conquering D.S. Babylon and freeing the Christians and granting them expenses to build the true Temple. Its happening!) (Ezr.7:6) this Ezra went up from Babylon. And he was a ready scribe in the law of Moses, which Jehovah, the God of Israel, had given; and the king granted him all his request, according to the hand of Jehovah his God upon him. 7 And there went up some of the children of Israel, and of the priests, and the Levites, and the singers, and the porters, and the Nethinim, unto Jerusalem, in the seventh year of Artaxerxes the king. 8 And he came to Jerusalem in the fifth month, which was in the seventh year of the king. … 13 I make a decree, that all they of the people of Israel, and their priests and the Levites, in my realm, that are minded of their own free will to go to Jerusalem, go with thee. … 15 and to carry the silver and gold, which the king and his counsellors have freely offered unto the God of Israel, whose habitation is in Jerusalem, 16 and all the silver and gold that thou shalt find in all the province of Babylon, with the freewill-offering of the people, and of the priests, offering willingly for the house of their God which is in Jerusalem; (Just as above, Ezra was granted to lead the people of God out of Babylonish bondage with a grant from the King to build the temple of God, which is a type of God's people so it will be granted today.) (Est.5:8) If I have found favor in the sight of the king, and if it please the king to grant my petition, and to perform my request, let the king and Haman come to the banquet that I shall prepare for them, and I will do to-morrow as the king hath said. (Esther the Bride was granted to save the people of God from the D.S. Beast kingdom and bring them to their spiritual Red Sea destruction so it will be today.) (Neh.2:7) Moreover I said unto the king, If it please the king, let letters be given me to the governors beyond the River, that they may let me pass through till I come unto Judah; 8 and a letter unto Asaph the keeper of the king's forest, that he may give me timber to make beams for the gates of the castle which appertaineth to the house, and for the wall of the city, and for the house that I shall enter into. And the king granted me, according to the good hand of my God upon me. (Again a grant from the King to rebuild the true Temple of God and so it will be in our day.) (Est.5:6) And the king said unto Esther at the banquet of wine, What is thy petition? and it shall be granted thee: and what is thy request? even to the half of the kingdom it shall be performed. (So ask today, Bride, for whatever you need!) (Est.7:2) And the king said again unto Esther on the second day at the banquet of wine, What is thy petition, queen Esther? and it shall be granted thee: and what is thy request? even to the half of the kingdom it shall be performed. (The Bride is granted to be a joint heir with Christ.) (Est.8:11) wherein the king granted the Jews that were in every city to gather themselves together, and to stand for their life, to destroy, to slay, and to cause to perish, all the power of the people and province that would assault them, their little ones and women, and to take the spoil of them for a prey, (The Bride is granted to give authority to destroy the D.S. Beast kingdom.) (Est.9:12) And the king said unto Esther the queen, The Jews have slain and destroyed five hundred men in Shushan the palace, and the ten sons of Haman; what then have they done in the rest of the king's provinces! Now what is thy petition? and it shall be granted thee: or what is thy request further? and it shall be done. 13 Then said Esther, If it please the king, let it be granted to the Jews that are in Shushan to do to-morrow also according unto this day's decree, and let Haman's ten sons be hanged upon the gallows. (The Bride is granted to give authority to utterly destroy the D.S. Beast kingdom.) (Job.10:12) Thou hast granted me life and lovingkindness; And thy visitation hath preserved my spirit. (Pro.10:24) The fear of the wicked, it shall come upon him; And the desire of the righteous shall be granted. 25 When the whirlwind passeth, the wicked is no more; But the righteous is an everlasting foundation. (Psa.20:4) Grant thee thy heart's desire, And fulfil all thy counsel. (Psa.119:29) Remove from me the way of falsehood; And grant me thy law graciously. 30 I have chosen the way of faithfulness: Thine ordinances have I set before me. 31 I cleave unto thy testimonies: O Jehovah, put me not to shame. 32 I will run the way of thy commandments, When thou shalt enlarge my heart. (Psa.140:7-11) O Jehovah the Lord, the strength of my salvation, Thou hast covered my head in the day of battle. 8 Grant not, O Jehovah, the desires of the wicked; Further not his evil device, lest they exalt themselves. Selah. 9 As for the head of those that compass me about, Let the mischief of their own lips cover them. 10 Let burning coals fall upon them: Let them be cast into the fire, Into deep pits, whence they shall not rise. 11 An evil speaker shall not be established in the earth: Evil shall hunt the violent man to overthrow him.   Abiding in Heavenly Places Alenna Timoshchuk - 12/17/21 (David's notes in red) I dreamt that my husband went to visit David Eells and Michael, but instead of visiting them where they lived now, he actually was visiting them in heaven. (Representing the first fruits Man-child ministers living in “heavenly places in Christ”.) None of them were dead; they were still alive on this earth, but it was like there was a lower part of heaven that was open to those who abide in Christ, and they could visit it, even though they were still alive on earth. (The first fruits come into perfection through Christ first by abiding with Him in heavenly places.) I got to see a bit of it as if I was looking through my husband's eyes and it looked like it was just above all the mountain peaks. (Looking through our husband's eyes represents seeing the way our heavenly husband Jesus sees. The Bride has the eyes of a dove, representing the Holy Spirit, just as her husband Jesus does. (Son.4:1) Behold, thou art fair, my love; behold, thou art fair; Thine eyes are as doves behind thy veil. Thy hair is as a flock of goats, That lie along the side of mount Gilead. And (Son.5:12) His eyes are like doves beside the water-brooks, Washed with milk, and fitly set.) It had beautiful pine trees and rivers, and Michael and David lived in a beautiful large log cabin, a really fancy one. (For anyone who loves the outdoors and appreciates nature, this would be their dream place. Just the prettiest scenery you could ever imagine.) (I was shown in a vision years ago a tower of logs that represented the UBM ministry that the Lord was giving me. This log cabin represents the UBM ministry living the crucified life, represented by the cross timbers at the corners.) My husband stayed with them for three days, then came back to me and was just so excited, telling me all about it. He was saying how Michael (Meaning, “Who is like God”) held a staff in his hand, and if someone wanted to enter that part of heaven, then he'd hold it out, and if the color turned red, then the person could not enter because they were not abiding in Christ. But if it turned green, then they could go in. He told me how relieved he was when the staff turned green and not red. He started telling me about how wonderful and beautiful everything was up there. (The first fruits have very good discernment; the discernment of Jesus, and the wicked don't ever get past them. (2Co.10:6) and being in readiness to avenge all disobedience, when your obedience shall be made full.) Then he pulled out a branch from a pine tree and gave it to me. It had the most beautiful aroma. I thought it was so sweet that he brought me a souvenir from heaven. (Pine trees are evergreens, and they represent everlasting life. Jesus is the Father of Eternity and the Branch. This is the gift or souvenir that Jesus has brought back to us with His resurrection. (Isa.9:6) For unto us a child is born, unto us a son is given; and the government shall be upon his shoulder: and his name shall be called Wonderful, Counsellor, Mighty God, Everlasting Father (Hebrew: Father of Eternity), Prince of Peace.) Then I told him, “I want to go so badly. I want to be in heaven.” And he smiled and hugged me and said, “Let's go for your birthday on March 6th. (3/6 or 3+6=9. Nine was the hour that Jesus died on the cross, and there are 9 fruits of the Spirit for those who have died to self. And, as in the natural, those who die get to go to heaven. Our birthday begins when we begin to die to our flesh by living the crucified life; then we begin to bear the fruits of the Spirit of God as He makes us a fully born again new creature in Christ.) Then he said, “Maybe then we can stay there for a month.” (30 days? Jesus was 30, as the Law states, when He began his ministry.) I was so excited! I knew it would be the best birthday I've ever had, but I worried a little that we wouldn't have enough money to not work for an entire month. (God will always make provision when He holds the green staff because we walk by faith to follow in His footsteps.) Then I woke up.   Seeing Others Through Faith Eve Brast - 06/13/08 (David's notes in red) The Shulamite bride in Song of Solomon had the eyes of a dove, meaning she saw things the way God's Spirit sees things. This dream teaches us to see others by faith as God does, to see that they have already been given godliness through Christ. This is the opposite of the way the faction views righteous people. (2Pe.1:2) Grace to you and peace be multiplied in the knowledge of God and of Jesus our Lord; 3 seeing that his divine power hath granted unto us all things that pertain unto life and godliness, through the knowledge of him that called us by his own glory and virtue; 4 whereby he hath granted unto us his precious and exceeding great promises; that through these ye may become partakers of the divine nature, having escaped from the corruption that is in that world by lust. Spiritual eyes see the end from the beginning. I had a dream that began in an indoor swimming pool area. The voice of David Eells was talking over my right shoulder throughout the whole dream. He was showing me different people and situations; people that I had wondered whether they were saved or would be saved, or if these people were making the right choices or living their lives the right way. These things had disturbed or concerned me throughout my life. (Rather than wonder about them, we should have faith for them to be saved. (Php.1:6) being confident of this very thing, that he who began a good work in you will perfect it until the day of Jesus Christ: 7 even as it is right for me to be thus minded on behalf of you all, because I have you in my heart, inasmuch as, both in my bonds and in the defence and confirmation of the gospel, ye all are partakers with me of grace.) David would show me these different people. Some of them were close friends or family members; others were strangers whom I had never seen before, or people I had only had brief encounters with. I was walking on the right side of the pool. David's voice was talking over my shoulder in my right ear from behind me. Suddenly, I could hear the voices of my son Noah and his friend Nathan squabbling ... I walked up to them, not sure how to handle their squabble, and was frustrated with their childish foolishness ... Then David Eells walked over to both of them and, in a gentle way, started teaching them ... He calmed them with a gentle voice. Then he showed them how to…reconcile their differences. (Mat.5:9) Blessed are the peacemakers: for they shall be called sons of God.) Then the scene changed. David's voice was still in my right ear, teaching me. The more he taught me, the more my spiritual sight opened up, and I began to see these people the way God sees them or knows them, even when they are still living in sin or ignorance. (We have to be the peacemakers between the immature and teach them to let God be the judge between them.) The next scene was outdoors on some land that David owned... I drove up in a flatbed pick-up with food, plants, flowers and one small crate of special baby birds. I was contributing these things as a gift to UBM. (No buying and selling but giving and receiving.) All of us lived on his land and had our different positions and chores or things we were assigned to do, based on what we were good at. (Everyone will work according to their assigned gifts and abilities from God, Him working in them to will and to do of His good pleasure; this creates peace and rest.) ... The women and I carried all the food, plants and flowers into the greenhouse nursery to tend to them. I set the baby birds on the top right corner of a table in the center of the nursery. (Baby Christians in the nursery will grow up like the Father's planting.) One of the women who was older than me in her 50's with dyed, dark brown hair walked past the birds and looked down at them with presumptive irritation and said, “What are those?” I started to tell her, but she cut me off because her true intention was to make a point that she wasn't going to help me feed them or care for them. She said, “Well, I hope you don't expect me to take care of them”. I was offended at first by her presumptuousness. But David's voice on my shoulder explained to me why she said that, because that was not God's calling for her and then something amazing happened. All at once, I was able to see her heart attitude and knew this woman intimately as God saw her! All my anger just melted away …and I loved this woman and was so grateful for all she had done for UBM. I was shown how precious and valuable she was to God, and I cherished her like a hidden treasure! (Everyone will learn to appreciate individual callings and gifts as the people manifestly become the body of Christ. No one will do without, for the body will minister to itself as it was in the Book of Acts.) After this, the scene changed, and the plant nursery turned into my grandmother's house. It was Christmas, and there were gobs of Christmas décor everywhere. My mother's family was celebrating Christmas and standing around, eating and talking to one another. My grandmother was being the good hostess that she has always been, preparing food and asking everyone about themselves ... (In God's nursery, the babies can grow up out of their Babylonish traditions without condemnation.) Suddenly, I realized that my grandfather was there. (He passed away back in September 2007.) He was dressed in a colorful Christmas sweater and he looked so young and full of life! (Representing those who are immature, who are dead in their sins, can grow up out of Babylonish works.) My grandmother acted as if it were normal to have a dead man mulling around her house! My mom finally came in, and I rushed over to her in a panic and said, “Thank God you are here! Grandpa is alive! And he is running around here talking to everyone!” I was fearful and horrified. My mother was surprised and concerned. She didn't know what to do except pretend like everything was normal and talk to my grandpa like he was still alive. My mom and I were the only two who realized that my grandpa had died. (Resurrection life will come to those in immature Babylonish habits when we see them and talk to them as though they are alive from the dead and new creatures in Christ. (2Co.5:14) For the love of Christ constraineth us; because we thus judge, that one died for all, therefore all died; 15 and he died for all, that they that live should no longer live unto themselves, but unto him who for their sakes died and rose again. 16 Wherefore we henceforth know no man after the flesh: even though we have known Christ after the flesh, yet now we know [him so] no more. 17 Wherefore if any man is in Christ, [he is] a new creature: the old things are passed away; behold, they are become new. 18 But all things are of God, who reconciled us to himself through Christ, and gave unto us the ministry of reconciliation; 19 to wit, that God was in Christ reconciling the world unto himself, not reckoning unto them their trespasses, and having committed unto us the word of reconciliation. 20 We are ambassadors therefore on behalf of Christ, as though God were entreating by us: we beseech [you] on behalf of Christ, be ye reconciled to God. 21 Him who knew no sin he made [to be] sin on our behalf; that we might become the righteousness of God in him.) As I stood there, I could hear David's voice over my shoulder again, and it calmed me down, and my fear melted away. ... Then that amazing thing happened again! I started quietly observing my grandpa as he talked and interacted with the other family members. He was beautiful and radiant. He was kind and his heart was childlike. I saw him the way God had seen him! (Yes, by faith and renewed imagination as a new creature in Christ.) He was going around, really just pouring his soul into his children and grandchildren! I couldn't believe what a precious soul this was! (My grandpa used to be a very hard man in his younger years. When I was a child, I heard him and my father arguing as my dad tried to share the Gospel with him. A stream of obscenities would pour out of his mouth. He said he didn't need God. Later in his life, during his 60s, he had a change of heart. He got involved in a local Methodist church and went to Sunday school and church most Sundays and dragged my grandma along, who also got involved with that church. They were really serious about it all. (As baby Christians, we were all involved in a simplistic experience of Christianity, so we should love these as Christ loved us as His babies who are learning to walk -- at the same time correcting the system and leaders who would keep them as babes.) When he had been alive, I judged them for their denominational choice and what I viewed as a shallow, almost worthless relationship with God. (Babies play in the shallow end of the pool until they grow up. We must speak justification by faith to them to give them the joy and confidence of their salvation.) As I was observing my dead grandpa at this Christmas party, I was able to see his heart the way God saw him. It was incredible to me how I could feel how God felt and saw my grandpa! I saw that God cherished his childlike faith and his desire to help others understand things and mentor them, and his desire to help others with their projects. (We must see the immature as accounted righteous by faith.) At that moment, I knew that he was with the Lord and not in hell, as I had been concerned about it since his death. The scene changed again, and my grandmother's house turned into the apartment of two homosexual men. As I observed them, they couldn't see me. I was immediately disgusted that I was in their home. (We are forbidden to judge any of the lost, for they have not grace yet to obey and are in bondage, to be pitied [1 Cor.5:9-13].) I was fearful of some sort of defilement or something. These two men were nicely dressed. I listened to them talk. They had several Great Dane dogs that were running around in the backyard. I wasn't happy about those dogs. … As I was feeling threatened by these men and their dogs, I heard David's voice talking in my right ear again, and as I listened, the threat melted away, and I began to see these men's hearts. They had such compassion and loving kindness in their hearts! I watched them love and care for their animals, when suddenly I heard a knock at the door. One of the men went over to open the door. There was a naked man who was obese and hairy all over his body, sitting in a wheelchair with a colostomy bag taped to his lower abdomen that was filled with feces. He was homeless and needed a place to live and someone to help him change his colostomy bag every day. The sight of this man horrified me, and I doubted these men would take him in. I watched as they happily discussed the possibility between themselves and eagerly agreed to take this crippled, naked man into their home and take care of him! I was astounded at their love for other people, their compassion, and their blindness to the flaws of others. God showed me all the qualities that he had formed in their hearts, how He used the betrayal and rejection that they had experienced throughout their lives in order to form Christ in them! I was seeing the end from the beginning in these men (even though they were still in ignorance and lost in their sin). (Those who have been sinners and rejected can appreciate the acceptance of Christ through the Gospel. Some lost people have more of the nature of Christ than some Christians, but they are not justified through faith in the sacrifice of Jesus. In everyone whom God will ultimately draw and call to Himself, He prepares the soil by breaking it up through adverse circumstances and failure, so that through repentance and faith the seed of Christ is planted. Those who are forgiven of much are able to love much. (Luk.7:47) Wherefore I say unto thee, Her sins, which are many, are forgiven; for she loved much: but to whom little is forgiven, [the same] loveth little.) God told me, “These are mine!” And they were so beautiful!! So perfect in heart! Such compassion that I had never seen or experienced before! It just made me want to weep. I felt defiled by my own attitudes and judgmental self-righteousness and was horrified at myself. David's words had helped me to see things and people the way that God saw them, in process. I was able to finally see my own heart clearly and repent to God. After this dream, seeing others the way God sees them became a permanent gift. (God sees us as a finished product from the beginning through Jesus' sacrifice, and we must do the same for others. As we forgive them, God forgives us. We can tell them the good news that they are free from sin. The repentant sinner will appreciate this greatly.) They looked so precious to me, and I just cherished each one in my heart like a rare jewel! I didn't see their sin anymore or their imperfections. I wasn't concerned about their immediate state or what they were planning to do that was sinful or wrong. I just saw the end from the beginning and felt such rest! (Seeing our loved ones through the sacrifice of Christ by faith gives us rest that God will do the work in them.) Not only did God settle my uncertainty about the salvation or spiritual condition of all the people whom I have prayed for or been “concerned” about in my family or other people's families, but He gave me the faith I needed to believe in the sanctification of others that we pray for and believe for their salvation. (When we pray for lost loved ones, we are commanded to believe we have received what we prayed for and see it as done. (Mar.11:24) Therefore I say unto you, All things whatsoever ye pray and ask for, believe that ye received (in original Greek) them, and ye shall have them.) This has been an issue for me that I have worried over and struggled with a lot. These situations were representative of all the lost loved ones whom the saints of God are praying and believing for! Praise God for peace of mind and for His great mercy! To be balanced on this subject, we must not give grace to believers who walk in willful disobedience. (Heb.10:26) For if we sin wilfully after that we have received the knowledge of the truth, there remaineth no more a sacrifice for sins, 27 but a certain fearful expectation of judgment, and a fierceness of fire which shall devour the adversaries. 28 A man that hath set at nought Moses law dieth without compassion on [the word of] two or three witnesses: 29 of how much sorer punishment, think ye, shall he be judged worthy, who hath trodden under foot the Son of God, and hath counted the blood of the covenant wherewith he was sanctified an unholy thing, and hath done despite unto the Spirit of grace? 30 For we know him that said, Vengeance belongeth unto me, I will recompense. And again, the Lord shall judge His people.   Learning to Walk in the Spirit Winnie Osegueda - 1/25/22 (David's notes in red) In this dream, I was at my mom's house and there were quite a few different types of people of all colors and nationalities. (I believe this could be part of God's elect still stuck in the mother harlot Church.) There was a man who came into the house who looked like Brandy Arney when he was a bit younger. This man looked like a mix between Brandy Arney and the actor Daniel Craig, who plays James Bond. (Bond is a play on words representing the first fruits Man-child who are bonded together in the agape love of Christ to teach the woman, as Revelation 12 shows. The Man-child body of all nations teaches the woman to fight for the Kingdom like Bond fought for his.) I wanted him to come in because he was going to show me how real the spiritual realm is, and I invited him inside. He was wearing a white or light cream sweater as he stood across from me in front of my mom's front door. As “Brandy/Bond” stood there, I saw his spirit man come out of his body and I was blown away. I asked him how to do that, and he began to teach me. (This represents learning to walk in the Spirit and be led by the Spirit rather than walk in the flesh. (Rom.8:12-14) So then, brethren, we are debtors, not to the flesh, to live after the flesh: 13 for if ye live after the flesh, ye must die; but if by the Spirit ye put to death the deeds of the body, ye shall live. 14 For as many as are led by the Spirit of God, these are sons of God.) Then, as I stood there, my spirit man also came out of my body. This aspect of the dream felt so real. I literally felt myself leave my body. (living in the flesh no more) As I was “walking in the spirit,” I could see and feel my spirit man's arm and hand touch a white lady's sweater with ruffles on the shoulders that was folded over on the back seat of a wooden chair in my bedroom. I believe this sweater was for me. (These are the righteous acts of the saints that we are clothed with when we walk in the Spirit, denying our flesh.) (I see this dream as a parable of coming out of the flesh and walking in the Spirit, and how we are able, by faith, to put on the Lord's righteous garments.) Then I woke up. I asked the Lord for a couple of verses regarding myself in this dream and I received by faith at random: (Joh.3:12) If I told you earthly things and ye believe not, how shall ye believe if I tell you heavenly things? (We walk in Heavenly things when we walk in the Spirit and not in the flesh.) And (Eph.4:14) (14-16 for context) that we may be no longer children, tossed to and fro and carried about with every wind of doctrine, by the sleight of men, in craftiness, after the wiles of error; 15 but speaking truth in love, may grow up in all things into him, who is the head, even Christ; 16 from whom all the body fitly framed and knit together through that which every joint supplieth, according to the working in due measure of each several part, maketh the increase of the body unto the building up of itself in love.   Seeing Christ in the Mirror Marie Kelton - 1-28-22 (David's notes in red) During the night the Lord gave me a vision of my spiritual man in a dark place. (1Co.13:10-12) but when that which is perfect is come, that which is in part shall be done away. 11 When I was a child, I spake as a child, I felt as a child, I thought as a child: now that I am become a man, I have put away childish things. 12 For now we see in a mirror, darkly; but then face to face: now I know in part; but then shall I know fully even as also I was fully known.) She was wearing all white and standing in front of a vanity that was all white with a desk and a chair. My spiritual man was looking in the mirror and saw a black being there. I knew it was my flesh man in the mirror. (Jas.1:23-24) But be ye doers of the word, and not hearers only, deluding your own selves. 23 For if any one is a hearer of the word and not a doer, he is like unto a man beholding his natural face in a mirror: 24 for he beholdeth himself, and goeth away, and straightway forgetteth what manner of man he was.) My spiritual man broke the mirror by hitting it. (Because we cannot see the old man in the mirror, or we will not be justified by faith and not have the power to obey.) Then I saw the Lord standing next to my spiritual man in front of the vanity. (2Co.3:18) But we all, with unveiled face beholding as in a mirror the glory of the Lord, are transformed into the same image from glory to glory, even as from the Lord the Spirit.)   Get the Beam out of Your Own Eye C. P. - 1/15/22 (David's notes in red) In a vision, I saw a mist and heard the word “fumigate”. (Fumigate means to exterminate or disinfect using smoke or chemicals.) (I believe this mist is the prayers of the saints, as well as the Holy Spirit). Then in the mist I saw a wooden beam. (Mat.7:1-5) Judge not, that ye be not judged. 2 For with what judgment ye judge, ye shall be judged: and with what measure ye mete, it shall be measured unto you. 3 And why beholdest thou the mote that is in thy brother's eye, but considerest not the beam that is in thine own eye? 4 Or how wilt thou say to thy brother, Let me cast out the mote out of thine eye; and lo, the beam is in thine own eye? 5 Thou hypocrite, cast out first the beam out of thine own eye; and then shalt thou see clearly to cast out the mote out of thy brother's eye.) In the wooden beam, there was the tiniest little black speck, but as the mist continued to stay on the beam, the black speck became bigger until something wriggled out from the wooden beam. It looked like a newt or a small lizard. It was struggling to survive so it left. (The black newt or lizard can be the spirit of judgement, which hangs around with rejection and fear of rejection. These unclean spirits are curses from the evil one. All factious spirits of criticism, judgement, rejection, etc. leave when the fumigation mist of the saints' prayers comes. We need to be praying for our brothers and sisters! (1Th.5:23-25) And the God of peace himself sanctify you wholly; and may your spirit and soul and body be preserved entire, without blame at the coming of our Lord Jesus Christ. 24 Faithful is he that calleth you, who will also do it. 25 Brethren, pray for us.) The prayers, both personal and collective, for ourselves and for others, are how we cast out the beam from our own eye. Then you can see the beam and what was in it. Our prayers to be cleansed from all unrighteousness are heard, and He will complete the good work He has started in each one of us! Praise God!) This vision greatly encouraged me, and I have been trying to use every opportunity in my daily disciplines to pray for others, even if it is in the Spirit with tongues. I asked the Lord if I should share this dream with the body to encourage everyone, and received by faith at random (Psa.65:5) of them that are afar off, so that's an affirmative! (In context 5-7) By terrible things thou wilt answer us in righteousness, O God of our salvation, Thou that art the confidence of all the ends of the earth, And of them that are afar off upon the sea: 6 Who by his strength setteth fast the mountains, Being girded about with might; 7 Who stilleth the roaring of the seas, The roaring of their waves, And the tumult of the peoples.   The Lord is Cleansing His Body Winnie Osegueda - 9/20/21 (David's notes in red) I dreamt that I was at the house where we (UBM) meet locally. (Winnie here represents the Bride body that the Lord is faithfully attending to in order to get them cleaned up and ready for ministry during the 7 years of tribulation.) I was sitting on the couch that I normally sit on with my family, which is on the right of David. Instead of David sitting on the chair he normally sits in, however, he was sitting beside me. As David sat next to me, he turned into another man, whom I had not seen before. This man was regular-looking and was younger, but not too young. He also had a nice tan, like someone who'd been out in the sun often. (I believe this man was Jesus, but at the same time, he was also still David.) (Jesus and David 'merged together' represents the Lord through the David/Man-child body of ministers shepherding and caring for their flocks in faithfulness and love.) The man began to speak to me and told me that when I sing, it sounds very beautiful to the Lord. (Our praise and worship are not just songs that we sing to the Lord, but we worship Him with the sacrifice of our lives through obedience to His Word and taking up our cross daily to follow Christ in our suffering of death to self. (Joh.4:23) But the hour cometh, and now is, when the true worshippers shall worship the Father in spirit and truth: for such doth the Father seek to be his worshippers. The Greek word for worship here is Proskuneo, meaning to “kiss towards.” i.e. an act of love towards God is worship. This could include praise, singing, or what we normally think of as worship or other acts of love towards Him and our fellow man.) (For the morning prayer meeting on the morning that I received this dream, the verses I got by faith at random were the story of the woman with the alabaster jar of expensive perfume, which I received confirmation of when Chuc received the same story in a different gospel the following day or two. (Mar.14:3) And while he was in Bethany in the house of Simon the leper, as he sat at meat, there came a woman having an alabaster cruse of ointment of pure nard very costly; and she brake the cruse, and poured it over his head. (This was an act of love toward the Lord.) (I believe this could be symbolic of giving the Lord our all and holding nothing back.) Winnie went on to say: He also said that He hears my pain and that it echoes through the kingdom. In the dream, I knew immediately that it meant I needed to cast my burdens onto the Lord. When the man said this to me, the thought came to me that I had to lay down my pain and give it to the Lord. (When we allow the enemy to inflict his pain upon us by receiving his fiery darts, it affects the whole body of Christ, and everyone suffers when one is suffering. This is how it echoes through His Kingdom.) The man also said to me, “Can't you see the angels around you?” I looked up and saw several angels above me, almost forming a circle. (Psa.91:11) For he will give his angels charge over thee, To keep thee in all thy ways. (Psa.34:7) The angel of Jehovah encampeth round about them that fear him, And delivereth them.) (We must keep our angels who are assigned to go forth for us into battle against our enemies employed. (Heb.1:14) Are they not all ministering spirits, sent forth to do service for the sake of them that shall inherit salvation?) As this man was talking to me, I could see his eyes were very kind, and they also teared up. The man had a lot of compassion, and as he was telling me all these things, my eyes began to well up with tears. As a tear began to fall down my left cheek, the man reached over to wipe it away. As he wiped away my tear, he also began to rub a black spot off of my face. (Jesus not only came to wipe away our sorrows and give us His joy and freedom, but He also came to take away all our sins, spots, and blemishes.) A feeling of shame tried to creep up on me, as if I did not want the man to look too closely at my faults and flaws. (Shame and condemnation will keep us trapped in a prison and an endless cycle, and we will not be effective for the Kingdom of God if we stay in this state.) Then I woke up suddenly. The verse that came to me as I was typing this was: (Eph.5:25-27) Husbands, love your wives, even as Christ also loved the church, and gave himself up for it; 26 that he might sanctify it, having cleansed it by the washing of water with the word, 27 that he might present the church to himself a glorious church, not having spot or wrinkle or any such thing; but that it should be holy and without blemish. This is a work that the Lord will complete in us, and all we have to do is repent and believe. (1Jn.1:9) If we confess our sins, he is faithful and righteous to forgive us our sins, and to cleanse us from all unrighteousness.  I asked the Lord if I should share this dream with the body and received by faith at random: (Eph.2:21-22) in whom each several building, fitly framed together, groweth into a holy temple in the Lord; 22 in whom ye also are builded together for a habitation of God in the Spirit. (I thought this was a pretty good confirmation.) (I believe, and also Winnie, that when the Lord removed the black spot, she was representing the Body.)   Loving the Hidden Treasure Eve Brast - 07/30/2016 (David's notes in red) I dreamed that my son Elijah and I were in the basement of a greenhouse where David and Michael lived. It was painted forest green. (I believe Father is using a word play here for a greenhouse where plants are nurtured and protected from the harsh elements.) (This is what we do. Eve represents the Bride of the “last Adam”. Elijah means “my God is YAHWEH”, meaning “my mighty one is YAHWEH”. Those who trust in God's strength to do their works.) The basement had a dirt floor, and the dream started with Elijah and me pulling up a large golden crate out of the ground that had been unearthed. (An obvious hidden treasure in the UBM house. The golden ark of the covenant.) We opened the lid and golden light shone forth from its contents. I don't know who had unearthed it, but he and I were excited to carry it upstairs and show it to our brethren. It was surprisingly lightweight and wasn't at all hard to carry up the basement stairs. (God's hidden treasures are Jesus' light burden. His treasures put faith in us, which gives His power to bear any burden.) Elijah and I brought it and set it on the threshold between the living room and dining room, and I knelt in front of it as Elijah moved around to the other side in the dining room next to Michael Hare. I thought in the dream that it was a “hope chest”. (A hope chest is something that young girls used to have in the old days, where they would store things away for the time when they would be married.) (Representing a treasure hidden for Eve, as a type of the Bride's marriage.) There was a well-lit kitchen off to my right and in front of us, where David was busy preparing something for us all to eat. (Jesus said we must eat His body and He is the Word made flesh, the manna from Heaven that the fleshly tire of, for they value flesh.) Several brethren were standing behind me, waiting to see what was inside the crate. They seemed perturbed at us for bringing the crate up out of the basement. (These are not one spirit with the Bride because of a critical spirit. They are not in one accord to prepare for the coming outpouring.) It's hard to explain, but I could see things through their eyes, as well as my own view. I was going back and forth between what I was seeing and what they were seeing and thinking. Once I knelt down in front of the golden crate, I was then inside the minds of those behind me. I saw myself through their eyes kneeling down in front of an ugly, old wooden crate that had mud and dirt on it. (They do not value the treasure of the Bride as she and the Groom do.) When I opened the crate, the people stepped forward, and when they looked inside, they saw nothing but a small piece of white paper lying on the floor of the upper right-hand corner of the crate. It looked like the corner of a larger piece of white paper that had been torn away. (They don't see the whole page but only a small portion. God gives knowledge and wisdom to those who will use it. He does not give the hidden treasure to those who are only hearers and not doers because they would just be more condemned for not obeying.) They began to make critical comments and think critical things about the crate. They said, “There is nothing in there but a little piece of trash! Why did you drag that old thing up here?” (They who speak against the gifts and Word of God become defiled by what they speak. (Mat.15:18) But the things which proceed out of the mouth come forth out of the heart; and they defile the man. 19 For out of the heart come forth evil thoughts, murders, adulteries, fornications, thefts, false witness, railings: 20 these are the things which defile the man... The righteous treasure everything that comes from God. Those who are satisfied with the world don't hunger for the things of God. (Pro.27:7) The full soul loatheth a honeycomb; But to the hungry soul every bitter thing is sweet. (Psa.17:15) As for me, I shall behold thy face in righteousness; I shall be satisfied, when I awake, with beholding thy form.) At the same time, I was able to see myself opening the crate through my own eyes, and when I opened it, Elijah, Michael, and I saw that same warm, beautiful golden light come shining forth out of it again. We saw a rich, golden crate and, as we watched, two silver trays of thinly sliced sourdough bread came rising up out of the light. (Sourdough represents “bitter in the belly” or flesh. The bread of Heaven is the light, and it is Christ. Search for Him as for treasure. (Pro.2:3) Yea, if thou cry after discernment, And lift up thy voice for understanding; 4 If thou seek her as silver, And search for her as for hid treasures: 5 Then shalt thou understand the fear of Jehovah, And find the knowledge of God.) One side was completely full of bread, and the other side still had a third of its bread left on the tray. (Two tablets in the ark that were placed there with a bowl of manna and Aaron's rod.) (Both the manna and the tables represent the bread of the Word: (Heb.9:4) ... the ark of the covenant overlaid round about with gold, wherein was a golden pot holding the manna, and Aaron's rod that budded, and the tables of the covenant...) I said in amazement, “Look at that!” But the people behind me asked, “Look at what? There is nothing there!” Then I heard Father say to me in my right ear, “My promises and entrance into My Kingdom are obtained by faith, but they (meaning the ones behind me) only walk by sight. They can't see what you see.” Michael then gestured with an open hand toward the two trays of bread floating in front of me, cocked his head to the side and said, “Y'all have got two days to eat this bread or else it's going to go bad and we'll have to throw it out! Now get to eatin.'” (Those who saved the bread for another day, saw it go bad. Eat it now or lose it. In Exodus 16, what was the manna that was given? Actually, the word given in Exodus 16 for manna is the word “man”. Look at your footnote at the bottom of the page. The footnote says “man”. Do you know who that man was? The man who came down out of Heaven and gave life to the world. The one we have to eat in order to have life. It is Jesus, the Word. How do you eat Jesus and have life? You have to consume Him. He is the Word made flesh. The Word has to go into you and become a part of your being. How does it do that? You have to believe and obey it. This is exactly what the Word says: (Exo.16:4) Then said the Lord unto Moses, Behold, I will rain bread from heaven for you... Jesus said, “I am the bread that came down out of heaven for you”. Exodus continues, 4 ... and the people shall go out and gather a day's portion every day, that I may prove them, whether they will walk in My law, or not. What is it to eat your portion every day? It is to walk in God's Word. He is proving them to see if they will walk in His law. We are supposed to partake of God's Word and walk in it every day. Did you know that for six days they went out and gathered the manna? When they tried to store it up, it bred worms; but when they gathered it for the seventh day, it did not breed worms. What does six mean? Six means “man” and what is earthly and worldly. Seven means rest for those who believe it.) At this point, I had a vision of a flock of Mallard ducks outside the house waiting for that molded bread that had not been eaten after the two days were up, to be tossed to them. (Ducks are waterfowl.) (The bread of the Word is to bring us into the resurrection life of Christ on the third day. (Luk.13:32) And he said unto them, Go and say to that fox, Behold, I cast out demons and perform cures to-day and to-morrow, and the third day I am perfected.) I picked up a slice of bread from the tray that had one-third of the bread left and took a bite. It was good but really sour. The people behind me were angry and were asking, “What bread? What are you talking about?!” They couldn't understand because they didn't have the faith to see what was right in front of them. All they saw was the natural state of that crate and all the negative things. They couldn't even see the bread to eat it. (Luk.8:10) And he said, Unto you it is given to know the mysteries of the kingdom of God: but to the rest in parables; that seeing they may not see, and hearing they may not understand. (Mat.11:25) At that season Jesus answered and said, I thank thee, O Father, Lord of heaven and earth, that thou didst hide these things from the wise and understanding, and didst reveal them unto babes... Notice that the treasures are hidden from those who are wise in their own eyes. At this point, I was sad for them and felt alone. I obediently kept eating the bread, but I asked Michael, “How am I going to eat all this myself? I'm only one person.” (Those who love the hidden manna are one in Christ.) He didn't answer; he only smiled at me because I was helping to eat the bread so that it wouldn't go bad. Then I woke up. When I woke up from this dream, I asked Father for a verse or text for this dream and received Acts 1:12 (12-26). This is also the verse I gave at the morning prayer meeting. This text talks about the need for us to be in one accord (for the outpouring) as God replaces Judas with another who is faithful to eat the bread. I asked Father for a verse for the critical brethren behind me and received (Pro.8:13) The fear of Jehovah is to hate evil: Pride, and arrogancy, and the evil way, And the perverse mouth, do I hate. This whole chapter is an excellent parable for this dream!   Why Die Walking After the Flesh? Suani Guzman - 03/01/2011 (David's notes in red) I asked the Lord for a dream, and He gave me a very good one. There was a woman whose name was Delilah (meaning “weakened, uprooted or impoverished”) who had lost her son. (She was weakened and uprooted because she lost her spiritual man or fruit of the womb of her heart, as in the parable of the sower. How can we lose our spiritual man or fruit? (Jud.12) Twice dead plucked up by the roots. Jesus said in (Joh.15:2) Every branch in me that beareth not fruit, he taketh it away.) Some Christians gathered to pray about finding the boy. (Praying for her to find her fruit again.) They were waiting for me to finish washing my teeth. (Son.6:6) Thy teeth are like a flock of ewes, Which are come up from the washing; Whereof every one hath twins, And none is bereaved among them. Each tooth has its opposite so that a person may be well fed spiritually. (Gen.49:12) His eyes shall be red with wine, And his teeth white with milk. The teeth must be washed with the milk of the Word. In this way, clean teeth mean clean spiritual food of the Word.) My son began to pray a mellow prayer, and I felt that prayer wouldn't do it. I started to pray with power and faith. We finished and went on the search. I think the boy's name was Elijah (“my God is YHWH”) and his father's name was Onesimus, a carpenter, who was a very good father. (Onesimus was the runaway slave who met Paul and became “profitable or helpful”, as his name means, when he brought forth the fruit of the spiritual man, his son.) I found an old man who was attaching a boy to a pallet. (The old man had taken the spiritual man captive. It's called walking in the flesh. A pallet is for moving merchandise around. So the old man makes merchandise of the spiritual man, much like false ministers do.) I went over to him and took the boy off and grabbed him. I put the old man on my side like carrying a baby (We must take the old man where he would not go, as Jesus said to Peter) and asked him, “Where is the boy, and who do you work for?” He wouldn't say. I said with a firm determination, “I will win”; then he said, “You already won.” (Through Jesus, we have already won against the old man, who works for the flesh and the devil. (Gal.2:20) I have been crucified with Christ; and it is no longer I that live, but Christ living in me: and that [life] which I now live in the flesh I live in faith, [the faith] which is in the Son of God, who loved me, and gave himself up for me. (Gal.5:24) And they that are of Christ Jesus have crucified the flesh with the passions and the lusts thereof.) While still carrying the old man, I noticed the empty packaging of what he had been using to attach the boy, and I picked it up. I read the label, hoping to trace it to the kidnappers. The price tag read “Humble Oct. 6-11”. (The Lord paid the price to set us free from this bondage above. And the old man will pay a terrible price for taking authority over the spiritual man. What is “Humble Oct.6-11”? This is the opposite of and solution for what happened above when the old man took authority over the spiritual man. This symbolizes the 10th month or book, 6th chapter, 11th verse (Watch this formula), which is (2Sa.6:11) And the ark of Jehovah remained in the house of Obed-edom the Gittite three months: and Jehovah blessed Obed-edom, and all his house. A Gittite is a Philistine of the city of Gath. This is the old man of the flesh that dwells in the land. When the flesh is “Humble”ed, as Obed was under David, and serves the spiritual man, who is the ark of God's presence, he is blessed. The very next verse says that the ark was taken to the city of David, which is Zion, the Bride. 12 And it was told king David, saying, Jehovah hath blessed the house of Obed-edom, and all that pertaineth unto him, because of the ark of God. And David went and brought up the ark of God from the house of Obed-edom into the city of David with joy. It is the most joyful thing for the ark of God's presence to rest in the Holy of Holies of our spiritual man in the Holy City. In the time of Eli, the ark was taken captive under the authority of the Philistines or fleshly man in 1 Samuel 4-6, and it brought a curse to all their cities so much that they returned it under the authority of the spiritual man, Israel. So when we walk in the flesh, we bring these curses on us, but when the spiritual man is in the lead, we are blessed. The moral of the story is so perfectly written in (Rom.8:12) So then, brethren, we are debtors, not to the flesh, to live after the flesh: 13 for if ye live after the flesh, ye must die; but if by the Spirit ye put to death the deeds of the body, ye shall live. This warfare against the gods that rule over the flesh man and seek to bring under subjection the spiritual man is spoken of in the New Testament, (Here it is again) 10th book, 6th chapter, 11th verse: (Eph.6:11) Put on the whole armor of God, that ye may be able to stand against the wiles of the devil. 12 For our wrestling is not against flesh and blood, but against the principalities, against the powers, against the world-rulers of this darkness, against the spiritual [hosts] of wickedness in the heavenly [places]. Amen.

8-2-26 Free But Still Fragile | Exodus 14:10–31 | Pastor Joshua Kennedy Free But Still Fragile Pastor Joshua Kennedy Take Flight Series Special Guest: Garry Ingraham

Psalm 77 begins with the psalmist crying out to God in deep distress, wrestling with doubt and wondering if God's love and faithfulness have come to an end. Rather than remaining focused on his circumstances, he intentionally remembers the Lord's mighty works, reflecting on His holiness, power, and faithfulness throughout history. By recalling how God redeemed and led His people through the Red Sea, the psalmist finds renewed confidence in the Lord's unseen yet sovereign care. This psalm reminds us that in seasons of suffering and uncertainty, we can find hope by remembering God's unchanging character and His faithfulness in the past.

00:00:00 – Global-war dread hangs over the opening 00:04:55 – Russian missile crashes inside Poland 00:09:49 – Ukraine strikes an Iranian ship in the Caspian 00:14:42 – Saudi Arabia builds a Red Sea defense bloc 00:19:36 – China's robot army fuels a new threat panic 00:23:43 – Migrants overwhelm Spain's African enclaves 00:32:45 – The Spain crisis turns toward Israel and Morocco 00:37:44 – Tucker frames regional wars as deliberate destabilization 00:42:40 – Israel and Spain trade threats over the enclave crisis 00:47:19 – Spain's Jewish history enters the modern conflict 00:52:16 – The Gates of Toledo revive religious-war comparisons 00:57:08 – Mass migration sparks Spanish civil-war fears 01:03:55 – A clip maps Morocco's migration blackmail strategy 01:07:32 – A caller defends Franco and the Reconquista 01:12:19 – Usury leads the call into central banking 01:16:42 – The Federal Reserve faces a constitutional attack 01:20:15 – Liberal empathy takes blame for social collapse 01:25:08 – Discord and gaming break the tension 01:29:40 – The poisoned water-car inventor mystery returns 01:33:19 – Fauci pleads the Fifth under Senate pressure 01:38:14 – Bill Gates' nuclear clearance draws suspicion 01:42:04 – Mosquito nets allegedly wreck African fisheries 01:46:41 – Fauci's pandemic record gets a furious reckoning 01:51:36 – Masks, AZT and Fauci's HIV-era legacy 01:54:40 – Positive advice closes a bleak show Copyright Disclaimer Under Section 107 of the Copyright Act 1976, allowance is made for "fair use" for purposes such as criticism, comment, news reporting, teaching, scholarship, and research ▀▄▀▄▀ CONTACT LINKS ▀▄▀▄▀ ► Website: http://obdmpod.com ► Twitch: https://www.twitch.tv/obdmpod ► Full Videos at Odysee: https://odysee.com/@obdm:0 ► Twitter: https://twitter.com/obdmpod ► Instagram: obdmpod ► Email: ourbigdumbmouth at gmail ► RSS: http://ourbigdumbmouth.libsyn.com/rss ► iTunes: https://itunes.apple.com/us/podcast/our-big-dumb-mouth/id261189509?mt=2  

This episode continues the exploration of the Miracles in the Bible with my daughter Eve. These are her favorite stories, and really quite astounding to contemplate!Listen today to hear the fascinating story of Moses parting the Red Sea. What lessons can we learn from this series of miracles?#miracles #RedSea #Moses #Israelites #HorseandChariot #PartingtheRedSea #MosesStaff #GodofWar #ManofWar

July 31, 2026 - 6am: Joe criticizes Trump's 'socialism' after Commerce Dept. takes equity stakes in 7 private companies Trump suggests pulling Blanche nomination amid GOP standoff The U.S. economy slowed in the second quarter amid continued concern over inflation Saudis form military coalition to deter Red Sea attacks MS NOW: Trump claims agreement reached for Hamas disarmament Iran war expands to Saudi Arabia, Egypt as strikes resume Major hurdles remain in Gaza ceasefire plan Jay Clayton still hasn't taken office as DNI NFL Training Camp round-up To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of The President's Daily Brief: New reporting reveals the Pentagon is weighing a dramatic expansion of the war with Iran, including a proposal for up to two weeks of sustained airstrikes aimed at crippling the regime's remaining missile capabilities. We examine what's under consideration and what it could mean for the next phase of the conflict. As Houthi attacks continue to disrupt global shipping, Saudi Arabia pushes for a new multinational naval coalition to secure the Red Sea. U.S. investigators now believe Iranian hackers were likely behind a cyberattack targeting dozens of municipal water systems in Minnesota, raising concerns the conflict with Tehran is expanding into America's critical infrastructure. In today's Back of the Brief, it's been a month since devastating earthquakes struck Venezuela, but experts warn the country's greatest challenges may still lie ahead. 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 Pendulum: Ditch the afternoon crashes and naturally curb your cravings with 20% off the doctor-recommended Pendulum Metabolic Daily at https://pendulumlife.com Sundays for Dogs: Upgrade your dog's food without the hassle—try Sundays for Dogs and get 50% off your first order at https://sundaysfordogs.com/PDB or use code PDB at checkout. Learn more about your ad choices. Visit megaphone.fm/adchoices

July 31, 2026 - 5am: Trump suggests pulling Blanche nomination amid GOP standoff Jay Clayton still hasn't taken office as DNI Mandela Barnes quits Democratic primary race for Governor Saudis form military coalition to deter Red Sea attacks The U.S. economy slowed in the second quarter amid continued concern over inflation Commerce Dept. takes equity stakes in 7 private companies Anthropic AI models hacked three outside organizations during tests Fox News Poll: Talarico holds slim lead in Texas Senate race El-Sayed leads Stevens in polls ahead of Michigan primary State Dept. says it will expand access to new U.S. Passports featuring President Trump To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Don't Die in the Desert: How to Live the Life God Intended Have you ever wondered whether you are settling for less than the life God intended for you? The Israelites witnessed miracles, crossed the Red Sea, ate manna from heaven, and experienced God's power firsthand. Yet almost an entire generation died in the wilderness because fear kept them from stepping into God's promises. In this episode, adapted from a lesson Rob taught at a ministry training retreat in Spokane, Washington, Rob explores the life of Caleb and asks a challenging question: What if the greatest danger is not failure—but living safely? While most of his generation wandered in circles, Caleb remained faithful, courageous, mission-focused, and ready for his next adventure. At 85 years old, he was still dreaming, still fighting, and still asking God for more: "Now give me this hill country." Rob shares seven principles for becoming a faithful adventurer—someone willing to go anywhere, do anything, and trust God enough to receive the life He intended. In this episode, you'll discover: • Why it is possible to be forgiven and still miss much of God's purpose for your life • What Caleb saw that the other spies could not see • Why faith does not deny reality—it adds God to the equation • The power of following God wholeheartedly • How Rob and Pam learned to keep saying yes to new adventures • Why courage means taking action even when you feel afraid • How to recognize and resist a "shadow mission" • Why your career, education, and money are tools—not your ultimate mission • The importance of staying physically and spiritually strong • Why many people regret playing it safe more than taking meaningful risks • Practical principles for reading, learning, saving, growing, and overcoming failure • How to finish life with purpose instead of regret The tragedy of Israel's story was not a lack of opportunity. They saw the same land, heard the same promises, and witnessed the same miracles as Caleb. Fear simply made their decisions. Don't allow fear to make decisions that faith should make. Keep dreaming. Keep growing. Keep saying yes to God. And when your opportunity comes, have the faith to say: "Now give me this hill country." Find Rob's books, podcast resources, and ways to support the ministry at RobSkinner.com. Rob's goal is to inspire you to live a no-regrets life, make this life count, and multiply disciples, leaders, and churches.

Kevin discusses and covers the following stories: the U.S. Labor Department reported the Weekly Initial Jobless Claims, interesting coverage from two different news services; the U.S. Commerce Department's Bureau of Economic Analysis (BEA) reported the advance estimate of 2nd Quarter GDP, in a separate report, the BEA, released the Personal Consumption Expenditures (PCE) Price Index and Core PCE, which is the Federal Reserve's primary forecasting gauge; oil prices reacts to increased "hostilities" between the U.S. and Iran, a proposed Saudi Arabia led 14 country coalition to boost defense around the Red Sea, an attack on an Egyptian port and events in the war between Ukraine and Russia; Kevin has the details digs into the details, puts the information into historical perspective, offers his insights and opinions.See omnystudio.com/listener for privacy information.

SHIPPING is attempting to navigate three distinct, but increasingly overlapping conflicts at present. The resumption of Houthi violence in the Red Sea can be added to the ongoing Strait of Hormuz crisis and the Russia-Ukraine war in the Black Sea. This episode of the Lloyd's List podcast brings you highlights from our weekly webinar, chaired by editor-in-chief Richard Meade, in which we discussed whether the Houthis really have the power or capability to attack ships en masse again, plus our senior reporter Greg Miller gives a comprehensive overview of how the tanker market is responding to the crises. Joining Richard on the podcast are: Bridget Diakun, maritime intelligence and research director, Lloyd's List Greg Miller, senior reporter, Lloyd's List Ian Ralby, founder, IR Consilium

Kevin discusses and covers the following stories: the U.S. Labor Department reported the Weekly Initial Jobless Claims, interesting coverage from two different news services; the U.S. Commerce Department's Bureau of Economic Analysis (BEA) reported the advance estimate of 2nd Quarter GDP, in a separate report, the BEA, released the Personal Consumption Expenditures (PCE) Price Index and Core PCE, which is the Federal Reserve's primary forecasting gauge; oil prices reacts to increased "hostilities" between the U.S. and Iran, a proposed Saudi Arabia led 14 country coalition to boost defense around the Red Sea, an attack on an Egyptian port and events in the war between Ukraine and Russia; Kevin has the details digs into the details, puts the information into historical perspective, offers his insights and opinions.See omnystudio.com/listener for privacy information.

In today's episode of Trending Middle East, US President Donald Trump announces that the Gaza Board of Peace has secured an agreement for the "complete disarmament" of Hamas. We also look at Saudi Arabia's proposal for a 43-country maritime coalition to protect shipping in the Red Sea, Bab Al Mandeb strait and Gulf of Aden, amid escalating regional security threats. Plus, European football's governing body Uefa threatens to boycott Fifa competitions over plans to sell stakes in its tournaments to private investors. Meanwhile, the UAE abolishes 15 business fees as part of financial market reforms and Abu Dhabi announces new supermarket rules to move unhealthy food away from entrances, checkouts and other prominent areas from the start of next year. Trending Middle East is AI-assisted, using original reporting published in The National and curated and edited by humans.

The sermon explores the Song of Moses in Exodus 15 as a model for integrating adoration with supplication, emphasizing that praise should follow God's deliverance rather than merely precede requests. It draws parallels between Israel's trapped state at the Red Sea and the believer's inability to resolve personal sin or crises through their own strength. The message encourages listeners to recognize their total dependence on Jesus for salvation and daily guidance, much like being carried across deep waters. By studying these ancient prayers, believers prepare themselves to trust in God's mercy during future trials. Ultimately, the text calls for a life of faith where adoration flows naturally from experiencing God's power and provision.

SCHEDULE FOR THE JOHN BATCHELOR SHOW, 7-29-26.1885  CHILE STEEL SIDED WARSHIPRebecca Grant and Gordon Chang report China is escalating provocations against the Philippines and Japan, including dangerous maneuvers near Second Thomas Shoal and firing missiles from submarines. Grant highlights the US Navy's preparedness to defend allies, noting a "red line" if Filipino sailors are killed. Despite China's permanent presence, the US maintains dominance through carrier strike groups and superior undersea warfare. The lack of operational officers on China's Central Military Commission suggests potential command risks. (1)Rick Fisher and Gordon Chang discuss reports that China is transferring hundreds of advanced QW-12 and FN-16 man-portable air-defense systems (MANPADS) to Iran via Hong Kong intermediaries. Fisher warns this poses a significant threat to US aircraft in the Strait of Hormuz. Chang advocates for reimposing sanctions on Hong Kong. The transfer, which China denies, represents a major escalation and highlights China's ongoing role in arming US adversaries like North Korea and Pakistan. (2)Charles Burton and Gordon Chang note Xi Jinping broke tradition by skipping the 50th anniversary of the devastating Tangshan earthquake, sending a surrogate instead. Burton suggests this absence may signal political instability or paranoia regarding his domestic standing. The earthquake historically symbolizes a loss of the "mandate of heaven." Furthermore, vacancies on the Central Military Commission and the mysterious death of former Premier Li Keqiangindicate profound internal disarray and a lack of clear succession. (3)Charles Burton and Gordon Chang discuss how trade tensions and rhetoric from the US have led to increased disdain among Canadians toward their neighbor. Burton discusses a poll showing Canadians view China more favorably than the US due to perceived economic threats from American tariffs. While the integrated North American market remains strong, Canadian provincial governments are reportedly restricting US alcohol sales. There are even suggestions that Canada should adopt "resistance" strategies similar to Ukraine. (4)Evan Ellis reports Keiko Fujimori has been inaugurated as Peru's president, appointing a respected center-right cabinet focused on fiscal discipline and US alignment. However, she faces challenges from endemic insecurity, corruption, and significant Chinese investment. Meanwhile, the influence of Cuba remains a concern across Latin America, with accusations of espionage and interference in democratic processes. Díaz-Canel's regime is under pressure from the Trump administration, potentially facing coercive negotiations or military action. (5)Evan Ellis previews Brazil's upcoming October election, which pits the leftist Lula da Silva against Flavio Bolsonaro, son of the former president. While Lula currently leads in polls, his Workers' Party background and ties to the São Paulo Forum raise concerns about radicalism and increased engagement with China. Ellis warns that a Lula victory could lead Brazil into a recession and a state-centric social policy, potentially settling political scores while lacking necessary financial resources. (6)Evan Ellis surveys shifting political landscapes: Javier Milei is rallying support for the Bolsonaros in Brazil, highlighting a new era of cross-border political interference. In Colombia, President-elect Abelardo de la Espriella is signaling a pro-US shift by cutting ties with Cuba and Nicaragua. Conversely, Venezuela remains in a "holding pattern" under Delcy Rodríguez. Despite reports of crumbling oil infrastructure, major investment is unlikely until a legitimate government is established to address the nation's $240 billion debt. (7)Evan Ellis notes President Claudia Sheinbaum has seen success in reducing homicides and cooperating on border security, but deep-seated corruption persists. The USMCA's future is uncertain, with the Trump administration using ongoing negotiations as leverage. Additionally, China is quietly expanding its presence in Mexico's telecom and automotive sectors. Sheinbaum must navigate a delicate balance: pursuing economic diversification and relationships with China without jeopardizing critical access to the US market. (8)Michael Bernstam reports Ukrainian drone strikes on Russian refineries have severely pinched Moscow's fuel production, forcing it to import refined products from India. Bernstam argues that the conflicts in Ukraine and the Middle East have merged into a singular global energy crisis. With critical chokepoints like the Strait of Hormuz and the Red Sea threatened, a quarter of the world's oil supply is endangered. As governmental reserves dwindle, the US has become a primary exporter. (9)Michael Bernstam notes official statistics reveal the Russian economy has entered a state of stagnation, with GDP growth at a mere 0.2% for the first half of 2026. While weapons production remains high, the civilian economy—including agriculture and construction—is in recession. Bernstam notes that "perceived inflation" for Russian consumers is roughly 15%, significantly higher than official reports. Reckless interest rate cuts have further invited inflation, signaling a deepening commercial and fiscal crisis. (10)Sadanand Dhume observes that despite having a vast pool of engineers and data, India lags behind the US and China in developing frontier AI models. Dhume discusses the "winner-take-all" fear versus the belief that AI technology will eventually diffuse globally. While the Indian government is investing in semiconductors, many IT sector jobs in coding and back-office support are threatened by automation. The debate continues over whether India can successfully reap benefits without being a front-runner. (11)Sadanand Dhume examines India's "reservations" system, a rigid quota-based affirmative action program facing intense criticism for undermining university competitiveness. Originally intended to redress historical caste-based wrongs, quotas have expanded to cover roughly 60% of medical school seats. Dhume notes that while merit-based systems in Chinaprovide a brutal but efficient benchmark, Indian political parties fear touching the quota system would be "electoral suicide." This policy has entrenched caste identities. (12)General Blaine Holt analyzes reports of China supplying advanced shoulder-launched missiles (MANPADS) to Iran via Hong Kong and Pakistan, signaling a major geopolitical shift. Holt explains that while these weapons threaten low-flying aircraft, the supply chain is vulnerable to intelligence interdiction. Holt observes that recent Iranian escalations in Iraq and the Gulf suggest a fragmented leadership in disarray rather than a cohesive strategy. The US and Saudi Arabiaare actively striking Iranian-backed militias. (13)Mary Anastasia O'Grady reports that following a narrow election victory, center-right businessman Abelardo de la Espriella faces fierce opposition from outgoing President Gustavo Petro. Petro, a former M19 terrorist, has refused to recognize the results, alleging fraud and foreign interference. De la Espriella plans to take a hard line against illegal armed groups like the ELN and FARC. To build support, he intends to hold his inauguration at a military garrison, signaling a commitment to restoring national security. (14)Bob Zimmerman reports SpaceX's 13th Starship Super Heavy launch was a major success, demonstrating the reliability of Raptor 3 engines and the thermal protection system. Zimmerman highlights the shift toward a "capitalism model," where private companies manage missions for NASA. Meanwhile, a schizophrenic GAO report on NASA's workforce reductions suggests that budget cuts have not significantly impacted major projects, despite agency officials' claims that funding decreases are "disastrous." (15)Bob Zimmerman notes the Deep Space Network facility in Spain narrowly avoided destruction by wildfires, highlighting the fragility of planetary communication nodes. Beyond Earth, astronomers have observed a precipitous drop in star formation within the Andromeda galaxy as it moves toward an eventual collision with the Milky Way. Additionally, NASA's Dragonfly mission to Titan faces potential power shortages from its nuclear sources. Despite these risks, commercial space continues to expand into private stations. (16)Corrections applied: Rick Fisher (transcribed as "Fischer" in segment 2 — matching the spelling from your earlier batch), Delcy Rodríguez, Díaz-Canel, and São Paulo Forum with accents. Also standardized "man-pads" to MANPADS and hyphenated the QW-12/FN-16 designations. Stray double commas from the source cleaned throughout.5

Michael Bernstam reports Ukrainian drone strikes on Russian refineries have severely pinched Moscow's fuel production, forcing it to import refined products from India. Bernstam argues that the conflicts in Ukraine and the Middle East have merged into a singular global energy crisis. With critical chokepoints like the Strait of Hormuz and the Red Sea threatened, a quarter of the world's oil supply is endangered. As governmental reserves dwindle, the US has become a primary exporter. (9)1931 TOKYO MATSUYA DEPARTMENT STORE

With humanitarian needs surging and resources increasingly scarce, how does the World Food Programme decide where to cut assistance? Our guest today is Carl Skau, acting executive director of the World Food Programme. We begin by discussing how renewed fighting between the United States and Iran—and the resulting closure of the Strait of Hormuz and a key Red Sea transit corridor—is driving up food prices and worsening food insecurity around the world. Carl Skau also responds to Israeli criticism of a recent food-security report on Gaza, explains the operational challenges facing the WFP in Afghanistan and Sudan, and discusses why, on top of everything else, the organization is bracing for the possible arrival of a powerful El Niño.

In this edition of The World According to Irina Tsukerman, the bi-weekly geopolitical series on The KAJ Masterclass LIVE, host Khudania Ajay (KAJ) examines the dramatic escalation of the Iran-US conflict as Gulf states directly enter the war with Irina Tsukerman, a US-based national security and human rights lawyer, renowned geopolitical analyst, and Editor-in-Chief of The Washington Outsider. Together, they explore Bahrain and Kuwait's first-ever strikes on Iranian territory, Saudi Arabia's new front against Houthi forces in the Red Sea threatening the Bab al-Mandab chokepoint, the continued US-Iran exchanges, and the broader implications for global energy security—including UK Foreign Secretary Ed Miliband's strategic visit to Doha, Romania's shootdown of Russian drones over the Black Sea, and the ongoing Israel-Lebanon talks in Rome.

A test diagnosing Alzheimer’s up to 20 years before symptoms appear, Aussies face new petrol warnings as the Iran war spreads to the Red Sea. Plus, Labor MP Luke Gosling charged with assault.See omnystudio.com/listener for privacy information.

Kevin covers and discusses the following stories: Dr. Anthony appeared before the Senate Homeland Security Committee investigating the handling of the Covid-19 pandemic, based on recent revelations; the Federal Reserve announced their decision on interest rates; Omdia Automotive released June Medium-Duty trucks; Ryder released 2nd Quarter earnings, including truck and tractor rental demand and used vehicle prices; oil reacts to events in the war with Iran, traffic in the Strait of Hormuz, threats from Yemen's Houthis in the Bab el-Mandeb Strait in the Red Sea and U.S. crude oil inventories; Kevin has he details, digs into the data, puts the information into historical perspective, offers his insights and some opinions.See omnystudio.com/listener for privacy information.

The blockade of the Strait of Hormuz, through which nearly all Middle Eastern oil flows, has prompted Saudi Arabia to call for a maritime defense coalition to protect Red Sea shipping. For perspective on the proposal, Geoff Bennett spoke with Ian Ralby. He's a global maritime security expert, president of Auxilium Worldwide, and a senior fellow at the Center for Maritime Strategy. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy

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

Kevin covers and discusses the following stories: Dr. Anthony appeared before the Senate Homeland Security Committee investigating the handling of the Covid-19 pandemic, based on recent revelations; the Federal Reserve announced their decision on interest rates; Omdia Automotive released June Medium-Duty trucks; Ryder released 2nd Quarter earnings, including truck and tractor rental demand and used vehicle prices; oil reacts to events in the war with Iran, traffic in the Strait of Hormuz, threats from Yemen's Houthis in the Bab el-Mandeb Strait in the Red Sea and U.S. crude oil inventories; Kevin has he details, digs into the data, puts the information into historical perspective, offers his insights and some opinions.See omnystudio.com/listener for privacy information.

SCHEDULE THE MAKING OF THE JOHN BATCHELOR SHOW, 7-28-26.1900 IDAHOLiz Peek reports the US economy remains robust, driven by strong consumer spending in rural areas like Connecticutand Lancaster County. Peek highlights rising small business and consumer confidence despite increasing gasoline prices. Attention shifts to new Federal Reserve Chairman Kevin Warsh, who may end "dot plot" forecasting. Warsh aims to be more "taciturn," forcing markets to rely on incoming data rather than Fed projections. (1)Liz Peek examines the Michigan Democratic Senate primary as a national test for the party's ideological direction. Moderate Haley Stevens faces Dr. Abdul El-Sayed, a candidate favored by the Democratic Socialists of America. Peek notes the "shocker" UAW endorsement of El-Sayed, highlighting a shift toward "woke" politics among union members in higher education. This race evaluates if a far-left candidate can win a statewide swing-state contest. (2)Thaddeus McCotter and Judy Dempsey discuss Ukraine's strike on an Iranian vessel in the Caspian Sea, which complicates global energy security for Europe. This inland sea is a vital source of non-Russian energy. Dempsey reports that Germany is carefully observing the implications of this new front. The strike underscores the deep military connection between Russia and Iran regarding equipment exchanges. Meanwhile, recent polls show seven out of ten Americans oppose the Iran war. (3)Thaddeus McCotter and Judy Dempsey turn to a deadly ramming attack at a Berlin parade that has put Chancellor Friedrich Merz on the defensive regarding his security credentials. The populist AfD party is exploiting the tragedy to criticize "uncontrolled immigration" ahead of crucial state elections. While Merz responded with calls for law and order, the incident underscores the difficulty police face in monitoring numerous terrorist suspects. The AfD utilizes these crises to offer simple solutions. (4)Mary Kissel notes diplomatic efforts with Iran currently involve "shuttling messages" through intermediaries like Omanand Qatar. Kissel argues that the Islamic Republic is a revolutionary regime with no interest in genuine strategic peace. The administration's lack of a cohesive strategy has led to declining public support for military action. Meanwhile, the Houthi threat in the Red Sea remains a dangerous Iranian-backed tool for disrupting international shipping. (5)Mary Kissel observes President Zelenskyy is receiving a warmer reception in Washington due to Ukraine's increasing military leverage. Innovative long-range drone strikes on Russian energy nodes have demonstrated Ukraine's utility to USstrategic interests. Unlike the situation with Iran, the US maintains active diplomatic channels in Moscow to discuss potential conflict resolutions. Kissel notes that influential voices on the right are beginning to shift their views on Ukraine. (6)Jonathan Schanzer reports the conflicts in Ukraine and the Middle East are merging as Russia, Iran, and Chinacoordinate their efforts. Schanzer notes that Ukraine's Caspian Sea strike has clarified this global partnership. The US is currently attempting to "keep a lid" on Israel to prevent a regional escalation. However, the US military faces a depletion of missile interceptors, making it difficult to sustain a long, high-intensity conflict. (7)Jonathan Schanzer discusses new UK–US talks focused on a maritime coalition to secure the Strait of Hormuz and Red Sea. Prime Minister Andy Burnham has an opportunity to reset the relationship with Donald Trump. The Iranian-backed Houthi threat remains a top concern for global oil analysts and regional powers like Egypt. Meanwhile, the US is signaling that Lebanon is "too big to fail" to counter Hezbollah's regional influence. (8)Gregory Copley reports the Trump administration has imposed tariffs on Australia, alleging "forced labor" practices—a claim Copley describes as spurious. This move antagonizes a loyal ally that has fought alongside the US for over a century. Consequently, Australia and Canada are beginning to lessen their strategic dependence on the US. Copley warns that such unilateral protectionism could weaken the long-term structure of the Western alliance. (9)Gregory Copley describes Cuba's total implosion as its infrastructure collapses and major blackouts occur. Copley describes a strategic failure in the Caribbean, where China has built significant influence over the last 20 years. The USmust decide whether to facilitate a rapid collapse or a managed transition of the regime. While the Cuban people suffer, the wealthy expatriate community remains ready to fund reconstruction. (10)Gregory Copley reports Xi Jinping faces significant internal opposition from Communist Party elders at the Beidaiheretreat. Despite his titles, Xi's operational power is waning as the Chinese economy evaporates and social unrest grows. A recent ballistic missile launch served as a show of strength before a state visit to the US. Copley notes that youth unemployment is high, and the PLA may eventually act independently. (11)Gregory Copley turns to the UK, where following the rise of Prime Minister Andy Burnham, the country faces political uncertainty as Labour struggles with a lack of growth. Copley highlights King Charles III's vital role as a unifying force, focusing on British national identity and values. While the Burnham government is viewed as sclerotic and ideological, the King remains an egalitarian figure. His efforts to preserve heritage, like Dumfries House, bolster his standing. (12)Joseph Sternberg criticizes Prime Minister Andy Burnham's economic policy as ineffective against the cost-of-living crisis. Sternberg argues that the UK is trapped by net-zero regulations that prevent the use of vast North Sea oil and gas reserves. Burnham finds it politically difficult to cut taxes or reverse climate policies despite potential economic benefits. This paralysis makes his government a target for future replacement. (13)Joseph Sternberg notes Chairman Kevin Warsh is moving the Federal Reserve toward a "taciturn" style, ending the practice of "forward guidance." This reform aims to prevent the Fed from becoming locked into policies that may become inappropriate as data shifts. Sternberg suggests that saying less may protect the Fed from political conflict with the White House over tariffs. Markets must now interpret raw data rather than Fed signals. (14)Thaddeus McCotter describes the Michigan Democratic Senate primary as a "civil war" between establishment candidate Haley Stevens and progressive Dr. Abdul El-Sayed. The candidates are sharply divided over AIPAC funding and support for Israel. Stevens is endorsed by high-profile figures like Gretchen Whitmer and Barack Obama. The result will indicate if the Democratic Socialists of America can succeed in a statewide race in a swing state. (15)Thaddeus McCotter notes Dr. Abdul El-Sayed denies being a socialist, claiming he merely wants to regulate "capitalism run amok." However, his platform includes radical proposals such as abolishing ICE. Haley Stevens frames him as a "celebrity candidate" and questions his appeal to women voters. McCotter notes that while the DSA lacks a ground model, identity politics may drive a high turnout among Michigan's large Muslim population. (16)Corrections applied throughout as directed: Thaddeus McCotter and Liz Peek.

Jonathan Schanzer discusses new UK–US talks focused on a maritime coalition to secure the Strait of Hormuz and Red Sea. Prime Minister Andy Burnham has an opportunity to reset the relationship with Donald Trump. The Iranian-backed Houthi threat remains a top concern for global oil analysts and regional powers like Egypt. Meanwhile, the US is signaling that Lebanon is "too big to fail" to counter Hezbollah's regional influence. (8)1920

Mary Kissel notes diplomatic efforts with Iran currently involve "shuttling messages" through intermediaries like Omanand Qatar. Kissel argues that the Islamic Republic is a revolutionary regime with no interest in genuine strategic peace. The administration's lack of a cohesive strategy has led to declining public support for military action. Meanwhile, the Houthi threat in the Red Sea remains a dangerous Iranian-backed tool for disrupting international shipping. (5)

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

Join USCF's Substack: https://uscfinvestments.substack.com/In this episode of Spotlight, Ron DeLegge ‪@etfguide‬ chats with John Love, CFA and CEO of USCF Investments. John discusses the ongoing Iran Oil Crisis, and whether it's close to ending, or will stretch on further, as well as the United States Oil Fund (USO). He also discusses the USCF Midstream Energy Income Fund (UMI), a midstream energy fund invested in companies that serve logistical needs for the energy market, the USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI), which dynamically invests in a broad range of commodities, and the USCF Gold Strategy Plus Income ETF (USG), which combines physical gold exposure with quarterly income via options strategies. *********To learn more about USCF Investments visithttp://www.USCFInvestments.com 

Our Favorite Things: Exodus 14:14 - Ken Wetmore God sometimes leads us on the longer road—not to harm us, but to prepare us and reveal His power in ways we never expected. When life feels like you're trapped between the Red Sea and your fears, trust that God is fighting for you, stay calm, and keep moving forward in faith. As God brings you through impossible situations, celebrate His faithfulness and let every victory deepen your trust in Him.Let us know your thoughts by reaching out and joining the conversation with your questions and comments using the information below:

FILE 11. Headline: The Houthi-Iran Alliance and the Fragile Conflict with Saudi Arabia Guest: Edmund Fitton Brown Summary: Edmund Fitton Brown discusses the Houthis' motivation as a revolutionary Islamic force aligned with Iran's campaign against the West. While independent-minded, they share deep ideological ties with Hezbollah. The U.S. prematurely ceased military operations against them last year due to budgetary issues and Omani pressure, failing to stop Red Sea attacks. Recently, tensions escalated as Saudi Arabia challenged Houthi attempts to establish direct flights to Iran. 

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

The conflict in the Middle East is threatening critical global oil supply routes, including the Strait of Hormuz and the Red Sea. Mike Sommers, CEO of the American Petroleum Institute (API), joins Brian Kilmeade to break down how shipping bypasses, refinery disruptions, and international supply bottlenecks are affecting diesel prices, truckers, and American consumers. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Cardinals' first padded practice of training camp has arrived. Craig Grialou, Zach Gershman and former Cardinals linebacker Rob Fredrickson broadcast live from State Farm Stadium to discuss what they'll be watching now that the pads are on, Jacoby Brissett's new contract and what it means for the quarterback competition and how Brissett's leadership and respect inside the locker room will impact the offense. Plus, the guys examine BJ Ojulari's return to full health, who in the Edge group will step up while Josh Sweat is not practicing and the players who have stood out through the first week of training camp.See omnystudio.com/listener for privacy information.

Seventeen days into the conflict between the US and Iran, the frontline is expanding as drone attacks continue to test the ceasefire and new flashpoints emerge in the Red Sea. Is the Houthi blockade of critical shipping lanes a calculated attempt to mirror Iran's strategy in the Strait of Hormuz, or a desperate move to force concessions from Saudi Arabia?On today's episode of Iran: the Latest, Arthur Scott-Geddes speaks to Memphis Barker, The Telegraph's Senior Foreign Correspondent, about the reality of these escalating tactics and what they mean for the global oil market. They discuss the significance of Donald Trump's high-stakes meeting with Benjamin Netanyahu today, and how the conflict is forcing nations as distant as Australia to fundamentally rethink their national energy security. Plus, Ben Farmer, our Africa Correspondent, joins the conversation to explain the unexpected and worrying resurgence of piracy off the coast of Somalia as a direct side effect of the war.HighlightsTactical diplomacy or a critical missile shortage?What the Israeli Prime Minister is demanding from WashingtonWhy the markets are reacting to the halt in hostilitiesCONTRIBUTORS:Arthur Scott-Geddes, deputy editor Global Health Security @ascottgeddesMemphis Barker, Senior Foreign Correspondent @memphisbarkerBen Farmer, Africa Correspondent @benfarmerDTWATCH US ON YOUTUBE: https://www.youtube.com/playlist?list=PLJnf_DDTfIVAif-vifC6F2aoPB8GIw6dkCONTENT REFERENCED:Somali pirates are back, fuelled by Iran war. By Mohamed Gabobe andBen Farmer: https://www.telegraph.co.uk/gift/d08ca6627b5840c0 Iran's deadliest kamikaze drone yet sends a message to Trump. By Akhtar Makoii: https://www.telegraph.co.uk/world-news/2026/07/28/iran-new-kamikaze-drone-stealthier-faster-deadlier/ Trump caught between Zelensky's wish for peace and Netanyahu's thirst for war. By Joe Barnes and Connor Stringer: https://www.telegraph.co.uk/us/news/2026/07/27/trump-caught-between-zelenskys-wish-for-peace-and-netanyahu/ Video Producer: Max BowerResearcher and Social Producer: Anna HindmarshStudio Operator: Andy WatsonExecutive Producer: Venetia Rainey ► Sign up to our most popular newsletter, From the Editor. Look forward to receiving free-thinking comment and the day's biggest stories, every morning. telegraph.co.uk/fromtheeditor► EMAIL US: Contact the team on battlelines@telegraph.co.uk► GET THE LATEST HEADLINES: Find all our latest Iran coverage here: https://www.telegraph.co.uk/iran-war/ Hosted on Acast. See acast.com/privacy for more information.

Hosts Pastor Vincent Fernandez and Pastor Lloyd Pulley Question Timestamps: Steve, YouTube (2:11) - Can fallen angels take over people? Can fallen angels take on the appearance of people who have passed away? Bobby, NJ (4:50) - Does Acts 22 verse 18 describe baptismal regeneration? Rich, email (9:08) - How long did it take for the Israelites to cross the Red Sea? Wes, email (11:34) - What makes the Bible more true than other religious texts? Wasn't it written by doubtful characters? Elisha, MA (19:46) - What happens in the heart of a believer that consistently walks in disobedience? Anonymous, email (23:27) - Does Calvary Chapel believe in the gift of tongues?  Patrick, GA (33:27) - Why did Jesus say "Father, why have you forsaken me?" Jackie, NJ (39:41) - What should you say to someone who says "I have a word for you?" What does "speak the truth in love" mean? Brynn, Facebook (44:21) - What does Genesis 12 verse 3 practically look like for the church today? Doug and Jonas, emails (50:58) - Why does God allow children to be born with defects or autistic? Why does God allow suffering? Does this contradict His loving nature? Christy, email (53:36) - What is God's purpose for young people? How are they supposed to participate in the church? Ask Your Questions: Call: 888-712-7434 Email: Answers@bbtlive.org

Husain Haqqani and Bill Roggio examine the potential for unconventional warfare escalation across Eurasia and the specific risks within the Caspian theater. Haqqani warns that Iran's ability to hold the global economy hostage through the Red Sea and Hormuz Strait creates a complex dilemma for the US. Bill Roggio concurs that limited aerial bombardment is insufficient for regime change and notes that neighboring countries like Kuwait remain hesitant to directly engage for fear of retaliation. (2)

Barry Strauss follows Octavian's advance on Egypt after Actium, securing the loyalty of Eastern kings. Cleopatraattempts to build a new fleet in the Red Sea to escape to India, but her plans are thwarted. In Alexandria, a complex negotiation unfolds as Antony and Cleopatra separately communicate with Octavian, often lying to each other. Antony, increasingly desperate, challenges Octavian to single combat, which is ignored. On August 1, 30 BC, after his troops defect, Antony commits suicide upon hearing a false report of Cleopatra's death. Days later, Cleopatra also commits suicide to avoid being paraded in Octavian's triumph, potentially using a cobra. Octavian immediately secures his power by killing Caesarion, Caesar's young heir, asserting himself as the "one and only son" of Julius Caesar. (7)

In this episode of The PDB Situation Report: The war with Iran is expanding as the Houthis move into the fight, threatening Red Sea shipping and raising the risk of a much wider regional conflict. We're joined by Jonathan Schanzer of the Foundation for Defense of Democracies to discuss what happens next. We take you inside Russia, where fuel shortages and relentless Ukrainian drone strikes are making the war increasingly difficult for ordinary Russians to ignore. Konstantin Samoilov of the YouTube channel Inside Russia joins us with firsthand insight into how the conflict is reshaping daily life inside the country. 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 Poncho Outdoors: Gear up for summer with Poncho and grab $10 off plus free shipping at https://ponchooutdoors.com/PDB Acre Gold: Turn your pocket change into physical 24-karat gold and enter to win a limited-edition Hot Wheels gold bar at https://GetAcreGold.com/PDB Learn more about your ad choices. Visit megaphone.fm/adchoices

Oil topped $100 a barrel for the first time in two months after Iran-backed Houthi rebels struck two Saudi tankers in the Red Sea, opening a new front in the shipping war as President Trump says he's weighing a massive attack on Iran. One of Trump's global tariffs expired overnight and he replaced it within the hour with a new one hitting 59 countries and the European Union, built on a different legal argument after the Supreme Court threw out his last batch. And people in Madison, Wisconsin gathered to remember Corey Ruiz, who police shot and killed Wednesday after they say he pulled a knife during a struggle, though bystander video appears to show him on the ground when the officer fired.Want more analysis of the most important news of the day, plus a little fun? Subscribe to the Up First newsletter.Today's episode of Up First was edited by Tina Kraja, Rebekah Metzler, Gigi Douban, Mohamad ElBardicy and Taylor Haney.It was produced by Ziad Buchh and Nia Dumas.Our director is Christopher Thomas.We get engineering support from Neisha Heinis. Our technical director is Stacey Abbott.And our Executive Producer is Jay Shaylor.(0:00) Introduction(01:54) Saudi Oil Tankers Attacked(05:24) Trump's New Tariffs(09:19) Wisconsin Police ShootingSee 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

President Trump promises “major military punishment” after Iran-backed militants target tankers in the Red Sea as the House passes a major defense budget, oil is spiking past 100 dollars a barrel while unemployment reaches a decades-long low, and a new “aid in dying” law in New York has prompted a lawsuit from more than 10 Catholic organizations. We speak with Steve Yates, a national security expert at Heritage, Notre Dame Professor of Economics Jeffrey Campbell, & Jim Campbell from Alliance Defending Freedom. Get the facts first with Morning Wire.- - -Ep. 3002- - -Wake up with new Morning Wire merch: https://bit.ly/4lIubt3- - -Today's Sponsors:Vanta - Whether you're a fast-growing startup or a global enterprise, Vanta is here to help you automate your security and compliance, and earn and prove trust. Get started today at vanta.com/morningwire Shopify - Stop waiting for permission to build something. Your next revenue stream starts free at https://shopify.com/morningwire - - -Privacy Policy: https://www.dailywire.com/privacymorning wire,morning wire podcast,the morning wire podcast,Georgia Howe,John Bickley,daily wire podcast,podcast,news podcast Learn more about your ad choices. Visit podcastchoices.com/adchoices

By now, you've probably heard more than you ever wanted about cyclospora, a parasite that spreads via infected water and food and causes explosive diarrhea. This has been a very bad year for cyclosporiasis. According to the New York Times, the Centers for Disease Control and Prevention typically report an average of 2,800 cases of the illness in the U.S. every year. But this year, the CDC reports more than 11,000 cases across 41 states. So, for more on our summer of cyclosporiasis and why you should maybe skip the bagged lettuce, we spoke to Julie Rovner. She's the Chief Washington correspondent and host of the "What the Health?" podcast at KFF Health News.And in headlines, Yemen's Iran-backed Houthi rebels claim attacks on two Saudi oil tankers in the Red Sea, Ukrainian drones are targeting Russia's largest online marketplace, and the FDA reviews seven peptide injections the agency banned three years ago over safety concerns.Show Notes: Check out What The Health? – kffhealthnews.org/podcast-series/what-the-health/ Call Congress – 202-224-3121 Subscribe to the What A Day Newsletter – https://tinyurl.com/y4y2e9jy What A Day – YouTube – https://www.youtube.com/@whatadaypodcast Follow us on Instagram – https://www.instagram.com/crookedmedia/ For a transcript of this episode, please email transcripts@crooked.com

President Trump ramps up tariffs on Canada – and eyes new action in the Red Sea, the Democrats' eleventh-hour replacement for Graham Platner is locking into place, plus, the dozens of new charges against Andrew and Tristan Tate are unsealed. Reporting from Ben Domenech & Megan Basham. Plus, we speak with Steve Robinson, Editor-In-Cheif of The Maine Wire, and David Bozell, President of the Media Research Company. Get the facts first with Morning Wire.- - -Ep. 2904- - -Wake up with new Morning Wire merch: https://bit.ly/4lIubt3- - -Today's Sponsors:Alliance Defending Freedom - Alliance Defending Freedom and Orrick, Herrington & Sutcliffe are defending Daniel at the U.S. Supreme Court. Alliance Defending Freedom never bills its clients. And right now, your gift will be doubled by a matching grant, while matching funds last. Go to https://JoinADF.com/WIRE, or text WIRE to 83848, to defend the freedom to pray at home. Boll & Branch - Sleep cooler this summer with Boll & Branch. Get 15% off your first order plus free shipping at https://BollAndBranch.com/wire with code wire. Ethos - Take 10 minutes to get covered today, with life insurance through Ethos. Get your free quote at https://ETHOS.com/wire.- - -Privacy Policy: https://www.dailywire.com/privacymorning wire,morning wire podcast,the morning wire podcast,Georgia Howe,John Bickley,daily wire podcast,podcast,news podcast Learn more about your ad choices. Visit podcastchoices.com/adchoices