Podcasts about Strategic Petroleum Reserve

This week, Nate zooms out from recent headlines about climbing diesel prices, a thinning U.S. Strategic Petroleum Reserve, and inflationary bond markets to ask the deeper question: what is the real work that's required of us as the systems that underpin modern life begin to buckle? He draws on decades of tracing the links between energy, ecology, and economy to argue that our response to the predicament is not necessarily to prevent the inevitable economic deflation, but to begin to shape how society moves through it.    From this premise, Nate outlines four areas of intervention that he feels are underattended, given the scale of what's coming. He calls attention to how we can help communities bend and not break as supply chains strain under pressure, and the ways we might shepherd ecosystems and species through this bottleneck of humanity's own making. He describes the sobering work of steering nations away from nuclear catastrophe when the proliferation fears that once restrained global powers have faded. Finally, he shows that underlying it all is the slower, generational project of recovering a sense of the sacred in a culture that has learned to measure everything in dollars. Woven through these areas of "real" work is the opportunity to rediscover meaning itself – including the idea that a life well spent is one oriented toward sustaining and enriching life beyond ourselves.    Why should we view what we're facing as a predicament to mitigate and not a problem to solve? What would it take for society to absorb systemic shocks without fracturing the social bonds that hold it together? And in a culture built on extraction and convenience, what would it mean to reestablish a sense of the sacred in our relationship with the living world?   (Recorded September 14th, 2026)   Show Notes and More   Watch this video episode on YouTube   Want to learn the broad overview of The Great Simplification in 30 minutes? Watch our Animated Movie.   ---   Support The Institute for the Study of Energy and Our Future   Join our Substack newsletter   Join our Hylo channel and connect with other listeners  

“Total control” is easy to say on a podium, but war has a way of grading claims in real time. We sit down with Larry Johnson to sort through the latest reports of US strikes linked to the Strait of Hormuz, why mine warfare is still shaping the battlefield, and how a single chokepoint can rattle global oil prices, shipping risk, and energy security far beyond the Middle East. From there, we get specific about what retaliation looks like on the map: missiles hitting US bases in Jordan, what “they shot them all down” can hide, and why air base maintenance sites and warehouses are not minor targets. We also talk hard limits, including how quickly Patriot missile defenses can burn through interceptors when attacks come in waves, and what it means for the US to sustain a high-tempo conflict if stockpiles and resupply can't keep up. We then connect the shooting war to the economic war, including sanctions, fuel shortages, and the uncomfortable reality that the Strategic Petroleum Reserve is not an infinite backstop. We challenge the political sales pitches too, like promised Venezuela oil windfalls that ignore heavy crude, infrastructure decay, and the years-long timeline it takes to turn underground reserves into refinery-ready supply. Finally, we confront the most chilling signal: talk of nuclear “options,” Israel's influence in US politics, and the escalation ladder that no one can confidently control once it starts moving. If you want clearer thinking on the US Iran conflict, the Strait of Hormuz, energy markets, and the risks of escalation, listen now. Subscribe, share this with a friend who follows the news, and leave a review with the question you want us to tackle next.

Washington has always been skilled at confusing an announcement with an accomplishment. President Trump's new Venezuelan oil agreement sounds impressive: American control over billions of barrels, lower gasoline prices, and new supplies for the Strategic Petroleum Reserve. Then reality intrudes. Venezuelan crude resembles tar more than Texas oil, thecountry's infrastructure is collapsing, and its government has a long history of confiscating foreign investments. A press release cannot repair pipelines, restore the electrical grid, or manufacture the rule of law. Government confidence becomes more troubling when it turnsfrom controlling oil to controlling information. Samuel Tunick returned from the Dominican Republic carrying a cellphone that federal agents wanted to search. He gave them a duress code that erased the device. Now he faces a felony charge for destroying property to prevent a lawful seizure. That word, “lawful,” carries nearly the entire case. The federal government possesses broad authority at theborder, and deliberately wiping a phone after agents seize it can look remarkably like shredding documents while investigators stand at the door. Yet a modern cellphone is not ordinary luggage. It can reveal years of correspondence, medical information, financial records, movements, associations, and political beliefs. The constitutional protections attached to that digital life may currently depend upon whether your airplane lands in Atlanta, Boston, or Seattle. Then there is the Lindsey Clancy trial, or more precisely, what the public reaction to it reveals. The arguments spreading across social media have moved far beyond one defendant, one tragedy, or one disputed psychiatric condition. They have become arguments about women, voting, abortion, mental illness, tyranny, and whether American society remains capable of rational judgment. This episode of Plausibly Live considers what happens when complicated realities encounter institutions and citizens desperate for easy certainty. Oil cannot be governed by press release. Privacy cannot depend entirely upon geography. Human tragedy cannot be understood through slogans,hashtags, or the most unhinged opinions offered by strangers at two in the morning.#PlausiblyLive #DaveBowmanShow #FourthAmendment #DigitalPrivacy #BorderSearches #CellphonePrivacy #VenezuelanOil #GovernmentPower #ConstitutionalRights #CivilLiberties 

Heritage Foundation Executive Vice President Derrick Morgan analyzes the strategic implications of the U.S. crude oil agreement with Venezuela. Morgan explains how heavy Venezuelan crude matches U.S. Gulf Coast refinery capabilities, providing a reliable alternative to Canadian imports while aiding efforts to rebuild the Strategic Petroleum Reserve. He also highlights Secretary Sean Duffy and Secretary Markwayne Mullin shutting down 110 commercial trucking schools over English proficiency violations following testimony from victim advocate Marcus Coleman. For energy policy analysis and research, visit The Heritage Foundation. Listen to The Marc Cox Morning Show live on 97.1 FM Talk in St. Louis or stream worldwide on the free Audacy App!

Today, John, Les, and special guest Clayton Seigle, Managing Director of Energy Practice at Beacon Global Strategies, take stock of the most significant oil supply disruption in recorded history — and why prices haven't fully reflected it, yet.Since the outbreak of war with Iran six months ago, flows through the Strait of Hormuz have swung wildly, forcing emergency draws on the U.S. Strategic Petroleum Reserve and triggering sweeping demand cuts by Chinese refiners. The crisis has also exposed the hard limits of energy diversification: while Saudi Arabia could redirect exports through pre-built bypass pipelines, countries like Iraq and Qatar have few alternatives to Hormuz.How long can the market absorb the disruption before prices rise sharply? How low is President Trump willing to let the Strategic Petroleum Reserve fall? To what extent has President Trump's been able to shape market expectations to actually suppress the price of oil, and is that sustainable? The conversation also examines Ukrainian strikes on Russian refining capacity and the massive oil deal President Trump announced with Venezuela.Check out the answers to these questions and more in this episode of Fault Lines.@lestermunson@johnclipsey@ClaySeigleLike what we're doing here? Be sure to rate, review, and subscribe. And don't forget to follow @faultlines_pod and @masonnatsec on Twitter!We are also on YouTube; watch today's episode here: https://youtu.be/APb5XJZrE1M Hosted on Acast. See acast.com/privacy for more information.

On this episode of the MeidasTouch Podcast, Ben, Brett and Jordy discuss the latest escalation in Trump's war with Iran as U.S. strikes are met with attacks on American bases, while Trump posts bizarre AI war videos and threatens even more military action. The brothers break down Trump's escalating trade war with Canada and scrutinize his newly announced Venezuela oil "deal," including exposing how his promises on gas prices and the Strategic Petroleum Reserve don't add up. They also cover growing turmoil inside the Pentagon, from Army Secretary Dan Driscoll's resignation to revelations about MAGA influencers working for the federal government and a reported revolt among top military leaders over the administration's war plans. Plus, they discuss the Supreme Court allowing Trump's ballroom construction to continue and much more. Deals from our sponsors!  Mud/WTR: Start your new morning ritual & get up to 43% off your @MUDWTR with code MEIDAS at https://mudwtr.com/Meidas! #mudwtrpod Leaf Filter: Schedule your free inspection and get up to 30% off your entire purchase at https://leaffilter.com/meidas The Perfect Jean: F*%k your khakis and get The Perfect Jean 15% off with the code TRUTH15 at https://theperfectjean.nyc/truth15 #theperfectjeanpod Draft Kings:: New DraftKings customers, sign up with code MEIDAS spend five bucks to get $200 in rewards within 21 days - includes all markets. That's code MEIDAS. In Partnership with DraftKings. The Crown Is Yours. Gambling Problem? Call 1-800-GAMBLER, 1-800-MY RESET. Connecticut: call 888-789-7777, visit CCPG.org. On behalf of Boot Hill Casino in Kansas. RO: Go to https://RO.CO/MEIDAS to see if you qualify. Subscribe to Meidas+ at https://meidasplus.com Get Meidas Merch: https://store.meidastouch.com Remember to subscribe to ALL the MeidasTouch Network Podcasts: MeidasTouch: https://www.meidastouch.com/tag/meidastouch-podcast Legal AF: https://www.meidastouch.com/tag/legal-af Sidebar with Katie Phang: https://podcasts.apple.com/us/podcast/sidebar-with-katie-phang/id1886801652 The Parnas Perspective: https://podcasts.apple.com/us/podcast/the-parnas-perspective/id1869165949 The Intersection with Michael Popok: https://podcasts.apple.com/us/podcast/the-intersection-with-michael-popok/id1818863274 Scott MacFarlane Reports: https://podcasts.apple.com/us/podcast/scott-macfarlane-reports/id6807138300 MissTrial: https://meidasnews.com/tag/miss-trial The PoliticsGirl Podcast: https://www.meidastouch.com/tag/the-politicsgirl-podcast The Ken Harbaugh Show: https://meidasnews.com/tag/the-ken-harbaugh-show The Weekend Show: https://www.meidastouch.com/tag/the-weekend-show Burn the Boats: https://www.meidastouch.com/tag/burn-the-boats Majority 54: https://www.meidastouch.com/tag/majority-54 On Democracy with FP Wellman: https://www.meidastouch.com/tag/on-democracy-with-fpwellman Uncovered: https://www.meidastouch.com/tag/maga-uncovered Five Minute News: https://podcasts.apple.com/us/podcast/five-minute-news/id1471715443 Learn more about your ad choices. Visit megaphone.fm/adchoices

President Trump has announced a historic oil deal with Venezuela which grants the U.S. access to billions of barrels in proven reserves. FOX Business Network Contributor and Oil Market Analyst at the Price Futures Group Phil Flynn joins the Rundown to explain why the agreement could be a "generational game changer" for the nation's energy security, how it impacts the U.S. Strategic Petroleum Reserve, the immediate impact on pump prices and why a "new era of low prices" is on the horizon. After devastating flooding and mudslides swept through the mountainous Nepal-China border, hundreds are dead and thousands remain missing, including dozens of Americans. As rescue crews work to reach isolated communities in the Himalayas and families search for loved ones, questions remain about what caused the catastrophic landslide and debris flow. Philip Prince, geologist with Appalachian Landslide Consultants and adjunct professor at Virginia Tech, joins the Rundown to explain what may have triggered the disaster and if early warnings can be provided in the future to populations at risk. PLUS, commentary by Ted Jenkin, President of Exit Stage Left Advisors and Host of The Red, White & Green Show. PHOTO CREDIT: AP IMAGES Learn more about your ad choices. Visit podcastchoices.com/adchoices

“Economic D-Day against Iran” makes for great TV, but it only matters if the US can actually enforce it. Kyle sits down with Larry Johnson, a former CIA analyst and the writer behind Sonar21, to pressure-test the Trump administration's new sanctions push, “Operation Economic Outcast,” and the claims that it will isolate Tehran, choke off military funding, and reopen business as usual in the Gulf. We dig into what's happening around the Strait of Hormuz, why official narratives can clash with independent shipping tracker data, and how visibility, radar, and maritime traffic shape energy markets in real time. From there, we get concrete about enforcement: if Iran's trade is increasingly conducted in Chinese yuan through Chinese banks, meaningful pressure points shift from Tehran to Beijing, raising the stakes of secondary sanctions and retaliation. We also talk through the practical energy fallout, including oil supply timing, the Strategic Petroleum Reserve drawdown, and why shortages in diesel and aviation fuel can show up after a delay. The conversation then widens to the regional and security consequences that often get ignored. We discuss how decades of Washington's fixation on Iran has repeatedly empowered Sunni extremist networks, why Syria's new rulers cannot be judged by a suit and a name change, and what new flashpoints could look like, from Gulf escalation risks to Israel Turkey tensions and Netanyahu's incentives ahead of elections.

Jeff Weniger, Chief Investment Strategist at Corgi Invest, explains why rising bond yields are not necessarily a sign of "impending doom." He points to the resilience of the U.S. economy, with surprising employment figures and expanding services and manufacturing sectors. Jeff also delves into the dynamics of oil prices, highlighting the rapid depletion of the Strategic Petroleum Reserve and its potential impact. He further identifies healthcare, driven by AI in drug development, and cybersecurity, with companies like Datadog (DDOG) and CrowdStrike (CRWD), as sectors showing strong performance.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X –   / schwabnetwork  Follow us on Facebook –   / schwabnetwork  Follow us on LinkedIn -   / schwab-network  About Schwab Network - https://schwabnetwork.com/about

August 31, 2026 — Chase Taylor explains why Iran's apparent ability to threaten smaller ship-to-ship oil transfers could sharply reduce the volume moving through the Strait—from roughly 7 million barrels a day toward 2–3 million.Chase examines why that would be such a serious shock for an oil market already relying on Strategic Petroleum Reserve releases, declining floating inventories and a limited onshore inventory cushion. He also discusses the renewed exchange of attacks involving Iran and why the market may have far less protection against another supply disruption than headline oil prices suggest.Later, Chase covers the 10-year Treasury yield reaching a new high for the year, Scott Bessent's attempt to step back from earlier bond-market intervention rhetoric, and a reported U.S.-Venezuela oil arrangement that Chase believes carries substantial political, legal and execution risk. Under the structure he discusses, the U.S. government would reportedly receive a 35% stake in a Venezuelan oil company and access to 20% of production at cost.

President Trump has announced a historic oil deal with Venezuela which grants the U.S. access to billions of barrels in proven reserves. FOX Business Network Contributor and Oil Market Analyst at the Price Futures Group Phil Flynn joins the Rundown to explain why the agreement could be a "generational game changer" for the nation's energy security, how it impacts the U.S. Strategic Petroleum Reserve, the immediate impact on pump prices and why a "new era of low prices" is on the horizon. After devastating flooding and mudslides swept through the mountainous Nepal-China border, hundreds are dead and thousands remain missing, including dozens of Americans. As rescue crews work to reach isolated communities in the Himalayas and families search for loved ones, questions remain about what caused the catastrophic landslide and debris flow. Philip Prince, geologist with Appalachian Landslide Consultants and adjunct professor at Virginia Tech, joins the Rundown to explain what may have triggered the disaster and if early warnings can be provided in the future to populations at risk. PLUS, commentary by Ted Jenkin, President of Exit Stage Left Advisors and Host of The Red, White & Green Show. PHOTO CREDIT: AP IMAGES Learn more about your ad choices. Visit podcastchoices.com/adchoices

Thank you Farmers AGAINST trump., Cheryl

In this Daily Editorial, host Cory Fleck welcomes Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets, to break down the latest price action across the commodity complex and examine the key macro themes driving markets into the fall. Key Discussion Points Structural Commodity Shifts: Exploring how global supply chain securitization, regional fragmentation, and geopolitical friction are establishing higher baseline price floors across major sectors. Crude and Refined Products Divergence: Analyzing the disconnect between muted crude spot prices and tight forward curve backwardation, historical Strategic Petroleum Reserve drawdowns, and record-high diesel crack spreads. Natural Gas Pricing Disconnect: Examining the wide price spread between US Henry Hub pricing and surging European benchmarks facing seasonal storage lows and LNG capacity constraints. Base Metals and Copper Consolidation: Why rising energy and development costs alongside AI data center demand are driving producers toward corporate M&A rather than building new mines. Precious Metals Resilience: Assessing the technical strength and institutional managed money positioning supporting gold and silver following recent central bank commentary. Agriculture and Food Inflation: Evaluating crop yield impacts, Black Sea shipping disruptions, and the prospective influence of strong El Niño patterns on softs and grains.   Click here to learn more about Bannockburn Capital Markets  - https://www.bannockburnglobal.com/   ---------------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Dawn opens with the unfolding backlash against Governor Josh Shapiro following a controversial news conference regarding reported measles deaths in Lancaster County. We examine how local officials and the county coroner are challenging the administration's claims, while state treasurer Stacey Garrity publicly criticizes Shapiro's proposed overhaul of 28 PA Code Chapter 27. We break down concerns surrounding these proposed health code changes, which critics warn could grant broad administrative powers over private homes, schools, and medical records without legislative oversight. The focus shifts to international affairs and energy security as Treasury Secretary Scott Bessent outlines the economic pressure facing Iran amid renewed U.S. military strikes. We detail President Trump's newly brokered energy agreement with Venezuela, securing access to 17 oil fields and an estimated 65 billion barrels of crude. We discuss how this deal aims to replenish the Strategic Petroleum Reserve and stabilize domestic energy supplies despite ongoing global tensions.

Thank you SammyD, Gilda Johnson, LBW, Heather A Murphy, Freddie, and many others for tuning into my live video!* Ted Cruz Has a Fantasy That Americans Want More of Trump's Failed Policies: Ted Cruz says Americans want Republican “good policies.” Polls and household budgets tell another story as Trump's agenda raises costs and cuts protections. [More]* Ted Cruz Smears Talarico & El-Sayed as Meet the Press Fails to Push Back: Ted Cruz unloaded on James Talarico and Abdul El-Sayed. Meet the Press let the attacks fly with virtually no real-time fact-checking or meaningful pushback. [More]* ‘Mobster Language': Trump Says Venezuelan Oil Will Replenish US Reserves: “I used to spend so much time trying to prove that the US was not interested in promoting democracy and just preferred autocratic governments that give us whatever we want. And now he just posts this every day on social media,” one journalist wrote. [More][WP-ROUTING]Site: PoliticsDoneRight.comCategory: KPFT ShowsPubDate: TodayTags: Ted Cruz, Donald Trump, James Talarico, Abdul El-Sayed, Meet the Press, Ken Paxton, Trump Policies, Trump Economy, Cost of Living, 2026 Midterms, Texas Senate Race, Michigan Senate Race, Republican Party, Democratic Party, Progressive Politics, Venezuela, Venezuelan Oil, Strategic Petroleum Reserve, US Foreign Policy, US Imperialism, Media Accountability, Political Journalism, GOP Smears, Economic Policy, Politics Done Right, KPFT 90.1 FM To hear more, visit egberto.substack.com

The Iran war has reached the six-month mark, far beyond the quick victory Trump once promised. Pakistan says it's still working on diplomacy to reopen the Strait of Hormuz, while Trump says he has no timetable for ending the conflict and insists the United States is winning. The big story is that there now appears to be free passage through the American-controlled corridor off Oman's coast. About half of the prewar oil traffic is reportedly getting through. That would represent a significant loss of Iranian leverage — but only if crude prices begin to fall.Brent crude remains just under $90 a barrel. That's the low end of high, not the meaningful decline we saw during the memorandum-of-understanding period. Iran is at an impasse. Regime leaders have reportedly been doxxed, people aren't getting paid because the country can't move oil, and there are rumors that the supreme leader may be dead. If Iran's leverage since the revolution was “Don't interact with us or we'll derail the world economy and set the region on fire,” that doesn't appear to have happened. Its proxies haven't ignited the region, its oil isn't moving normally, and it may now be operating without a supreme leader.Politically, though, this has been an absolute disaster for Trump. It fractured his right flank and gave independent voters permission to say, “No, this guy sucks. He lied.” He called himself the president of peace, and now we've been at war with Iran for six months. Iran's goal is to make Trump pay in the midterms, and Trump is doing a lot to help. He doesn't have tremendous instincts for winning races when he isn't on the ballot.Politics Politics Politics is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.The administration may be looking to Venezuela for relief. It's negotiating with the interim government for American ownership stakes in more than a dozen productive oil fields holding about 90 billion barrels of proven reserves. Venezuela would receive investment and additional revenue while American and other private firms rebuilt production. Is this energy security or an extraordinary American claim on another country's resources? To quote the Stephen A. Smith meme: We don't care. At least not when it comes to the one thing that matters in American politics — gas prices.So go gas prices, so goes the economy, inflation, and probably the midterms. Trump's original pitch was that tariffs might create instability and make foreign goods more expensive, but Americans could count on cheaper energy. A funny thing happened on the way to Tehran, and that got screwed up. More Venezuelan oil could push prices down and make it easier to refill the Strategic Petroleum Reserve without buying expensive crude. It would also almost certainly benefit the oil companies that remain furious about Hugo Chávez taking their equipment.Chapters00:00:00 - Intro00:02:14 - Trade War with Canada00:34:44 - Update00:36:49 - Iran00:42:19 - Venezuelan Oil00:45:13 - 9/11 Trial00:47:25 - Evan Scrimshaw's Midterm Picks01:25:03 - NFL01:48:34 - Wrap-up This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.politicspoliticspolitics.com/subscribe

Foreign policy expert Victoria Coates from the Heritage Foundation joins Marc Cox to discuss CIA Director John Ratcliffe's unannounced visit to Russia aimed at preventing direct conflict amid escalating NATO tensions. She also breaks down reports that the UK government is preparing citizens for potential 72-hour power and cyber disruptions, alongside the Strategic Petroleum Reserve and potential US energy expansion into Venezuelan oil fields. Listen to 97.1 FM Talk live in St. Louis or stream worldwide on the free Audacy app!

FF: Think and Grow Wealthy Everyone wants more time and more money. How you think, your mindset, will determine your results. It isn't about your income. We talk about some of the thought processes that occur for poor, middle class, and rich. If you want to learn from someone, be sure that they are doing what you want to do and have had the success you want to have. Inflation is necessary for the government but bad for the citizens. We talk about what the U.S. Government is reporting, what they are leaving out, and what you need to question to see beyond just the headlines. We also talk about oil, a great deal the U.S. government worked out with oil companies, and our Strategic Petroleum Reserve. The Federal Reserve is in a bad situation, and they are stuck. We talk about why they can't raise the interest rates, why they can't keep them where they are, and why monetizing the debt won't work for much longer. How can you protect yourself? We cover that as well! Join us and learn how to change your mindset and set up your finances to make your world a better place! Abolish Property Taxes in Ohio: www.AxOHTax.com  Get more information about abolishing all property taxes in Ohio. https://citizensforpropertytaxreform.org/ Our Links: www.RealPowerFamily.com Info@RealPowerFamily.com 833-Be-Do-Have (833-233-6428

Protect your purchasing power with silver. Visit Silver Team store here: https://bit.ly/Shop4SilverThe RTD De-Dollarization Playlist - https://www.youtube.com/playlist?list=PLfDsMedoTIaBwRbXB-QAZAo4WRkQFx6F2The US could be eyeing Venezuela's massive oil reserves as the Strategic Petroleum Reserve sits near a 40-year low. Here's how Venezuelan oil, crude prices, the US dollar, and America's energy strategy could connect.

Listen/Watch the FULL EPISODE ad-free/early on Substack: https://coffeeandamike.substack.com/ Dave Collum is a professor of organic chemistry from Cornell University. He joins economic researcher and founder of Peak Prosperity Chris Martenson to discuss the Strategic Petroleum Reserve, traffic in the Strait of Hormuz, digital tokenization, global food emergency, and much more. PLEASE SUBSCRIBE LIKE AND SHARE THIS PODCAST!!!    Follow Me X- https://x.com/CoffeeandaMike IG- https://www.instagram.com/coffeeandamike/ Facebook- https://www.facebook.com/CoffeeandaMike/ YouTube- https://www.youtube.com/@Coffeeandamike Rumble- https://rumble.com/search/all?q=coffee%20and%20a%20mike Substack- https://coffeeandamike.substack.com/ Apple Podcasts- https://podcasts.apple.com/us/podcast/coffee-and-a-mike/id1436799008 Gab- https://gab.com/CoffeeandaMike Locals- https://coffeeandamike.locals.com/ Website- www.coffeeandamike.com Email- info@coffeeandamike.com   Support My Work Venmo- https://www.venmo.com/u/coffeeandamike Paypal- https://www.paypal.com/biz/profile/Coffeeandamike Substack- https://coffeeandamike.substack.com/ Patreon- http://patreon.com/coffeeandamike Locals- https://coffeeandamike.locals.com/ Cash App- https://cash.app/$coffeeandamike Buy Me a Coffee- https://buymeacoffee.com/coffeeandamike Bitcoin- coffeeandamike@strike.me   Mail Check or Money Order- Coffee and a Mike LLC P.O. Box 25383 Scottsdale, AZ 85255-9998   Follow Dave X- https://x.com/DavidBCollum   Follow Chris Martenson Website- https://peakprosperity.com/ X- https://x.com/chrismartenson?s=20 YouTube- https://www.youtube.com/@PeakProsperity   Sponsors Vaulted/Precious Metals- https://vaulted.blbvux.net/coffeeandamike McAlvany Precious Metals- https://mcalvany.com/coffeeandamike/  

//The Wire//2300Z August 24, 2026// //ROUTINE// //BLUF: BODY DUMP SITE LOCATED IN OREGON. MARITIME TRAFFIC IN MIDDLE EAST REMAINS STAGNANT AS HOUTHIS STRIKE SHIP IN RED SEA. RENO WILDFIRE CONTINUES TO THREATEN SUBURBS.// -----BEGIN TEARLINE-----  -International Events-Red Sea/HOA: This morning a merchant vessel was struck by an unidentified munition in the Red Sea, to the west of the port of Yanbu. The M/V AMZAN was struck by the Houthis while transiting the Red Sea, and as of this afternoon remains on fire.Ukraine: This morning a mass stabbing attack was reported at a monetary in Donestk. An unidentified group of assailants breached the compound of the Holy Dormition Svyatogorsk Lavra Monastery, and began attacking the clergymen living at the compound. This attack resulted in the murder of at least one monk, and the wounding of several others. An investigation is currently underway to identify the culprits of the attack.-HomeFront-New York: Over the weekend, Buffalo-Niagara International Airport ran out of jet fuel, resulting in aircraft diverting to other airports to refuel. Delays continued throughout the evening for some flights, with most flights returning to normal this morning.Analyst Comment: This is more of a localized issue resulting with problems internal to the airport. Initially, statements indicated that the problem was within the supply chain itself, as this airport is supplied by trucks carrying fuel and not a pipeline like many other airports. However this afternoon, the airport stated that the issue was due to an electrical wiring problem at the fuel point.Oregon: On Saturday, authorities discovered a body dump site at a rural home in Washington County. Local authorities initially responded to a fire at a residence on NW Otis Lane, after neighbors reported seeing a vehicle on fire at this location. Once firefighters arrived on scene, they discovered a series of human remains. All total, 5x bodies were found at this location, along with several deceased animals. Once police arrived on scene, the suspect was identified as Benjamin Charles Parker, who was tracked to an undisclosed location in Enumclaw, WA. At this location, Parker was discovered deceased in his vehicle. No further information has been provided on this incident, and the investigation into what actually happened continues.Nevada: Major wildfires continue to spread in the vicinity of Reno, with roughly 14,000 homes remaining under mandatory evacuation orders. Residential areas to the north and west of the city remain threatened as the Hawk Fire remains at zero-percent containment. Local authorities state that this fire was caused by human activity, though the exact point and circumstances of the origin has not yet been disclosed.-----END TEARLINE-----Analyst Comments: In the Middle East, maritime traffic throughout the region remains stagnant as the war of information continues. On Friday, reports circulated claiming that 40x ships passed through the Strait of Hormuz secretly, using the southern Omani route. In reality, this report is a complete fabrication. Not only is merchant traffic easily verifiable via a number of sources, but the UKMTO themselves (which work for USNAVCENT) stated that this entire week, the amount of traffic through the Strait has been in the "single digits" both ways.This report was almost certainly intended to manipulate financial markets once again, as Brent crude started climbing back up due to the announcement of the economic warfare campaign intended for Iran. TankerTrackers has stated that all total, over the past 7 days, the entire region has exported 6 million barrels of oil per day, though not all of such has transited the Strait (some has originated from Oman and the UAE, which have pipelines bypassing the Strait). This figure is also the totality of petroleum that has been exported to the global market; the exact amount of petroleum which has specifically been exported to the United States is not as easy to parse from the total. Nevertheless, the total figure is still much less than the pre-war average of roughly 20 million barrels per day, which is the main reason for why the United States continues to drain the Strategic Petroleum Reserve.Analyst: S2A1 Research: https://publish.obsidian.md/s2underground NomadNet: 5fa68c88be727a0e1a250a75e5e79269 Disclaimer: No LLMs were used in the writing of this report. //END REPORT//

Adam Butcher joins Brian Nichols to reveal what's actually driving your electricity bill higher and why blaming data centers and AI misses the real story about America's energy supply.Everybody's pointing at the data centers. Adam isn't.He's the President and Managing Partner of Basin Ventures. He's managed over $1.25 billion in oil and gas projects for more than 50 players in the industry and deployed over $500 million into minerals and royalties. He's a land guy - leases, title, ownership - which means he sees the part of this story nobody on cable news covers.And he came on with a number that stopped me cold. The Strategic Petroleum Reserve is at its lowest level since 1983. Roughly 35 days of cover. Draining every single week. Adam's take? Cheap oil is a mirage... and we've been hiding that with artificial levers instead of taking our medicine.So I brought him the stat sheet. Retail electricity up 7% in 2025. Up roughly 40% since 2021. Utilities requested $31 billion in rate hikes in 2025 versus $15 billion the year before. Another $9.4 billion in Q1 of 2026 alone. Virginia has 663 data centers, Texas has 405, together over a quarter of every data center in the country.And Adam looked at all of it and called data centers the new boogeyman.We get into Venezuela and why 2028 is the real timeline. We get into why he says he's always made more money under Democrats than Republicans. We get into the LNG export shutdown, ERCOT's grid math, Zuckerberg's city-sized facility outside Shreveport, and why he moved his fund to 50/50 oil and gas betting on a 2027 boom.Meet people where they're at. Most folks don't care about megawatts... they care about the number at the bottom of the envelope. So that's where we started.CHAPTERS00:00 Somebody's Paying For The Wires02:26 Billy Bob Made Us Famous03:35 The $60 Call He Made In June04:05 Cheap Oil Is A Mirage08:03 Venezuela Won't Save Us Until 202811:48 I Make More Money Under Democrats13:23 The LNG Shutdown Nobody Talks About15:24 The Snake Problem18:27 What Oil Should Actually Cost22:11 We Have To Take Our Medicine22:46 Your Bill Went Up 40 Percent25:05 Data Centers Are The New Boogeyman29:15 Texas Needs 5X Its Power31:06 Final ThoughtsCONNECT WITH ADAM BUTCHERBasin Ventures: https://www.basinventures.comAdam's bio: https://www.basinventures.com/team/adam-butcherLinkedIn: https://www.linkedin.com/in/adamwbutcherSUPPORT THE SHOWCardio Miracle - https://cardiomiracle.com/TBNS - use code TBNS for 15% offCONNECT WITH BRIANhttps://www.briannicholsshow.combrian@briannicholsshow.comX, Facebook, Instagram: @BNicholsLibertyRecorded at Cardio Miracle Studios in eastern Indiana. New episodes Thursdays.Educated. Enlightened. Informed. Learn more about your ad choices. Visit megaphone.fm/adchoices

Adam Butcher joins Brian Nichols to reveal what's actually driving your electricity bill higher and why blaming data centers and AI misses the real story about America's energy supply.Everybody's pointing at the data centers. Adam isn't.He's the President and Managing Partner of Basin Ventures. He's managed over $1.25 billion in oil and gas projects for more than 50 players in the industry and deployed over $500 million into minerals and royalties. He's a land guy - leases, title, ownership - which means he sees the part of this story nobody on cable news covers.And he came on with a number that stopped me cold. The Strategic Petroleum Reserve is at its lowest level since 1983. Roughly 35 days of cover. Draining every single week. Adam's take? Cheap oil is a mirage... and we've been hiding that with artificial levers instead of taking our medicine.So I brought him the stat sheet. Retail electricity up 7% in 2025. Up roughly 40% since 2021. Utilities requested $31 billion in rate hikes in 2025 versus $15 billion the year before. Another $9.4 billion in Q1 of 2026 alone. Virginia has 663 data centers, Texas has 405, together over a quarter of every data center in the country.And Adam looked at all of it and called data centers the new boogeyman.We get into Venezuela and why 2028 is the real timeline. We get into why he says he's always made more money under Democrats than Republicans. We get into the LNG export shutdown, ERCOT's grid math, Zuckerberg's city-sized facility outside Shreveport, and why he moved his fund to 50/50 oil and gas betting on a 2027 boom.Meet people where they're at. Most folks don't care about megawatts... they care about the number at the bottom of the envelope. So that's where we started.CHAPTERS00:00 Somebody's Paying For The Wires02:26 Billy Bob Made Us Famous03:35 The $60 Call He Made In June04:05 Cheap Oil Is A Mirage08:03 Venezuela Won't Save Us Until 202811:48 I Make More Money Under Democrats13:23 The LNG Shutdown Nobody Talks About15:24 The Snake Problem18:27 What Oil Should Actually Cost22:11 We Have To Take Our Medicine22:46 Your Bill Went Up 40 Percent25:05 Data Centers Are The New Boogeyman29:15 Texas Needs 5X Its Power31:06 Final ThoughtsCONNECT WITH ADAM BUTCHERBasin Ventures: https://www.basinventures.comAdam's bio: https://www.basinventures.com/team/adam-butcherLinkedIn: https://www.linkedin.com/in/adamwbutcherSUPPORT THE SHOWCardio Miracle - https://cardiomiracle.com/TBNS - use code TBNS for 15% offCONNECT WITH BRIANhttps://www.briannicholsshow.combrian@briannicholsshow.comX, Facebook, Instagram: @BNicholsLibertyRecorded at Cardio Miracle Studios in eastern Indiana. New episodes Thursdays.Educated. Enlightened. Informed. Learn more about your ad choices. Visit megaphone.fm/adchoices

Book a call: https://remnantfinance.com/calendarEmail us at info@remnantfinance.com or visit https://remnantfinance.com for more informationFOLLOW REMNANT FINANCEYoutube: @RemnantFinance (https://www.youtube.com/@RemnantFinance)Facebook: @remnantfinance (https://www.facebook.com/profile.php?id=61560694316588)Twitter: @remnantfinance (https://x.com/remnantfinance)TikTok: @RemnantFinanceDon't forget to hit LIKE and SUBSCRIBEHans opens this episode with a correction to the original recording, the SECURE 2.0 Act dropped that penalty from 50 percent to 25 percent, and then makes the case that the only incentive that explains the rule at all is that they do not want you leaving it to your children.From there, a macro roundup on the three stories driving the tape right now: the 30-year Treasury clearing above 5.3 percent for the first time since 2007, oil sitting stubbornly in the eighties while the Strategic Petroleum Reserve hits its lowest level since 1982, and the Fed holding its range at 3.5 to 3.75 while the betting markets start pricing a hike rather than a cut. Then a replay of what was, for most of this show's run, its most popular episode. Hans and Brian take apart the conventional financial planning model, starting with the assumption buried underneath all of it: that anyone can predict the future. When you retire, what taxes will be, what inflation does, how long you live, how the market performs. Every one of those has to break your way for the plan to work. Only one has to break against you for it to fall apart.Chapters 00:00 – Opening segment 01:05 – Why part two of the interest rate breakdown is delayed a week 04:55 – Correction: SECURE 2.0 took the RMD penalty from 50 percent to 25 percent 06:45 – The one piece of the tax code Hans cannot steel man 07:00 – How the two gates work: 59 and a half, then 73 08:15 – Reducing the penalty to 10 percent, and why the barrier never really left 10:20 – Tax on the seed versus tax on the harvest 11:55 – Macro roundup: how a Treasury auction actually clears 14:05 – The 30-year breaks 5.3 percent, highest since 2007 14:55 – Heavy federal issuance and the approaching 40 trillion mark 15:50 – AI data center CapEx enters the rate story 16:35 – Three straight down sessions in the S&P 17:00 – Oil, Hormuz, and the lowest SPR level since 1982 20:20 – Why "cooling inflation" is still inflation 22:10 – Replay begins: the airline gig and stop being a passenger 25:50 – What the institutions want, and the four things they are optimizing for 26:40 – Pond money versus river money 27:45 – The blackjack cheat sheet the dealer hands you for free 28:50 – The conventional model in one paragraph 30:50 – Where did 65 come from, and why is it a goal at all 32:25 – The Social Security incentive trap 33:35 – The generation that struck gold on the timeline of history 36:10 – Asset price inflation is not value creation 37:10 – A proposal: let our generation take the hit 40:40 – On spending it all and leaving nothing behind 44:15 – The Waiting List, and what you would actually trade for your children 48:55 – Back to the model: predict the future 50:20 – What will tax rates be in thirty years 53:40 – If taxes double, does your plan survive 53:55 – The family budget slide and what it actually is 59:35 – 1988 prices and the case against linear inflation 1:02:50 – How long will you live, and the barrel of water on the island 1:05:35 – Market performance as a load-bearing assumption 1:06:45 – Closing segmentKey TakeawaysThe conventional plan is a stack of predictions dressed as a strategy. When you retire, what tax brackets look like decades out, what inflation does to the cost of a car or a house, how long you live, and what the market returns over the accumulation window.

Adam Butcher joins Brian Nichols to reveal what's actually driving your electricity bill higher and why blaming data centers and AI misses the real story about America's energy supply. Everybody's pointing at the data centers. Adam isn't. He's the President and Managing Partner of Basin Ventures. He's managed over $1.25 billion in oil and gas projects for more than 50 players in the industry and deployed over $500 million into minerals and royalties. He's a land guy - leases, title, ownership - which means he sees the part of this story nobody on cable news covers. And he came on with a number that stopped me cold. The Strategic Petroleum Reserve is at its lowest level since 1983. Roughly 35 days of cover. Draining every single week. Adam's take? Cheap oil is a mirage... and we've been hiding that with artificial levers instead of taking our medicine. So I brought him the stat sheet. Retail electricity up 7% in 2025. Up roughly 40% since 2021. Utilities requested $31 billion in rate hikes in 2025 versus $15 billion the year before. Another $9.4 billion in Q1 of 2026 alone. Virginia has 663 data centers, Texas has 405, together over a quarter of every data center in the country. And Adam looked at all of it and called data centers the new boogeyman. We get into Venezuela and why 2028 is the real timeline. We get into why he says he's always made more money under Democrats than Republicans. We get into the LNG export shutdown, ERCOT's grid math, Zuckerberg's city-sized facility outside Shreveport, and why he moved his fund to 50/50 oil and gas betting on a 2027 boom. Meet people where they're at. Most folks don't care about megawatts... they care about the number at the bottom of the envelope. So that's where we started. CHAPTERS 00:00 Somebody's Paying For The Wires 02:26 Billy Bob Made Us Famous 03:35 The $60 Call He Made In June 04:05 Cheap Oil Is A Mirage 08:03 Venezuela Won't Save Us Until 2028 11:48 I Make More Money Under Democrats 13:23 The LNG Shutdown Nobody Talks About 15:24 The Snake Problem 18:27 What Oil Should Actually Cost 22:11 We Have To Take Our Medicine 22:46 Your Bill Went Up 40 Percent 25:05 Data Centers Are The New Boogeyman 29:15 Texas Needs 5X Its Power 31:06 Final Thoughts CONNECT WITH ADAM BUTCHER Basin Ventures: https://www.basinventures.com Adam's bio: https://www.basinventures.com/team/adam-butcher LinkedIn: https://www.linkedin.com/in/adamwbutcher SUPPORT THE SHOW Cardio Miracle - https://cardiomiracle.com/TBNS - use code TBNS for 15% off CONNECT WITH BRIAN https://www.briannicholsshow.com brian@briannicholsshow.com X, Facebook, Instagram: @BNicholsLiberty Recorded at Cardio Miracle Studios in eastern Indiana. New episodes Thursdays. Educated. Enlightened. Informed. Learn more about your ad choices. Visit megaphone.fm/adchoices

America's national debt is closing in on $40 trillion, but Jerry Robinson says the debt total itself may not be the biggest warning.The real story is the rising cost of financing it.Recent Treasury auctions have produced the highest 10-year and 30-year auction yields in decades as investors demand greater compensation to lend Washington money. Meanwhile, the Treasury Department is doubling certain long-term debt buybacks, a move Jerry explains is debt reshuffling, not debt reduction.In this episode, Jerry examines what persistent long-term rates could mean for mortgages, businesses, stocks, government finances, and American households.Then, in our Market Insights segment, Jerry examines an S&P 500 sitting near record highs with record corporate profit margins, but increasingly stretched market breadth. He also discusses the weakening U.S. dollar, improving gold prices, record-high copper, oil and the depleted Strategic Petroleum Reserve, plus his outlook for Bitcoin and Ethereum heading toward October.Visit FollowtheMoney.com for Jerry Robinson's latest market insights, investing tools, trading education, and membership resources.Disclaimer: This podcast is for educational purposes only and should not be considered personalized financial advice. Investing and trading involve risk, including possible loss of principal. Always do your own research and consult a qualified financial professional before making financial decisions.

────────────────────────────────────────[00:00:50]Trump Is Draining the Strategic Petroleum Reserve for Israel's Farcical War — SPR at Historic LowsReleasing reserves for a war with no objective and no timeline that his CIA director called farcical; Trump calls the resulting fuel prices a very small tax.────────────────────────────────────────[00:02:09]Trump Threatened to Bomb Oman — a Long-Term US Ally Brokering a Hormuz Deal to Clean Up His MessOman was negotiating a toll system with Iran to reopen the Strait; Trump threatened to bomb them; his CIA chief called the war farcical.────────────────────────────────────────[00:04:37]Trump's War Has No Objectives, No Timeline, No Coherent Goal — Just Whatever Netanyahu SaysOne day the mission is stopping Iran's bomb; the next it's lower gas prices; Vance says fuel costs is goal one; Trump says Iran can never have a nuclear weapon.────────────────────────────────────────[00:14:53]Kushner Met With Netanyahu to "Finish the Job" in Gaza — Lebanon Hit With Deadliest Escalation of 2026Seven civilians killed in their homes; Hezbollah wounded three IDF soldiers — Israel's response was to bomb houses across multiple towns.────────────────────────────────────────[00:20:56]Iran Is Shifting From Defensive to Fully Offensive — Asymmetric Warfare Inside America Is the Likely ThreatUkraine is hitting Russian Amazon-equivalent warehouses; America is more vulnerable to that attack type; truckers expect diesel over $6 a gallon very soon.────────────────────────────────────────[01:54:43]Oracle's Executive Chair Boasts About Running Illegal AI Operations With People in UniformSarah Katz: we're doing very scary things I can't tell you about — because they're illegal; Ellison controls Oracle, has Trump's ear, and is a hardcore Zionist.────────────────────────────────────────[01:54:43]Trump's Anti-Semitism Chief Wants to Gut the First Amendment — Criticism of Israel Is Anti-SemitismLeo Terrell: anti-Semitism is everywhere; we've got to deal with it at the local level; same playbook as LGBT — speech is violence; control speech everywhere.────────────────────────────────────────[01:54:43]Catholic Bishops Installed a Jewish Woman Who Rejects Christ to Remove Antisemitic Interpretations From the BibleTwo days to issue the statement; Huckabee and Cruz are Christ deniers; Judeo-Christianity is the biggest oxymoron Knight has ever heard.────────────────────────────────────────[00:01:47]Trump's Failures Paving the Way for a Smart Dangerous Socialist — John Birch Freedom Index: Five Out of 100He just entered the race; clever, articulate, and dangerous; statism and corruption create the vacuum these people fill.────────────────────────────────────────[01:54:43]Flock Is a Federally Orchestrated Program — Trump Promises Subsidies to Cities That Buy InHow did Flock know every county would buy? Federal government wants them to; Massey's defund-cities-that-use-Flock approach is the right answer. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.

────────────────────────────────────────[00:00:50]Trump Is Draining the Strategic Petroleum Reserve for Israel's Farcical War — SPR at Historic LowsReleasing reserves for a war with no objective and no timeline that his CIA director called farcical; Trump calls the resulting fuel prices a very small tax.────────────────────────────────────────[00:02:09]Trump Threatened to Bomb Oman — a Long-Term US Ally Brokering a Hormuz Deal to Clean Up His MessOman was negotiating a toll system with Iran to reopen the Strait; Trump threatened to bomb them; his CIA chief called the war farcical.────────────────────────────────────────[00:04:37]Trump's War Has No Objectives, No Timeline, No Coherent Goal — Just Whatever Netanyahu SaysOne day the mission is stopping Iran's bomb; the next it's lower gas prices; Vance says fuel costs is goal one; Trump says Iran can never have a nuclear weapon.────────────────────────────────────────[00:14:53]Kushner Met With Netanyahu to "Finish the Job" in Gaza — Lebanon Hit With Deadliest Escalation of 2026Seven civilians killed in their homes; Hezbollah wounded three IDF soldiers — Israel's response was to bomb houses across multiple towns.────────────────────────────────────────[00:20:56]Iran Is Shifting From Defensive to Fully Offensive — Asymmetric Warfare Inside America Is the Likely ThreatUkraine is hitting Russian Amazon-equivalent warehouses; America is more vulnerable to that attack type; truckers expect diesel over $6 a gallon very soon.────────────────────────────────────────[01:54:43]Oracle's Executive Chair Boasts About Running Illegal AI Operations With People in UniformSarah Katz: we're doing very scary things I can't tell you about — because they're illegal; Ellison controls Oracle, has Trump's ear, and is a hardcore Zionist.────────────────────────────────────────[01:54:43]Trump's Anti-Semitism Chief Wants to Gut the First Amendment — Criticism of Israel Is Anti-SemitismLeo Terrell: anti-Semitism is everywhere; we've got to deal with it at the local level; same playbook as LGBT — speech is violence; control speech everywhere.────────────────────────────────────────[01:54:43]Catholic Bishops Installed a Jewish Woman Who Rejects Christ to Remove Antisemitic Interpretations From the BibleTwo days to issue the statement; Huckabee and Cruz are Christ deniers; Judeo-Christianity is the biggest oxymoron Knight has ever heard.────────────────────────────────────────[00:01:47]Trump's Failures Paving the Way for a Smart Dangerous Socialist — John Birch Freedom Index: Five Out of 100He just entered the race; clever, articulate, and dangerous; statism and corruption create the vacuum these people fill.────────────────────────────────────────[01:54:43]Flock Is a Federally Orchestrated Program — Trump Promises Subsidies to Cities That Buy InHow did Flock know every county would buy? Federal government wants them to; Massey's defund-cities-that-use-Flock approach is the right answer. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.

Day Break | Flock Surveillance Spreads, Socialism Surges & Trump Pushes for Peace --- 00:00 - Monologue 19:12 – Eric Metaxas, author of seven New York Times bestsellers, including his million-selling biography of Dietrich Bonhoeffer. Metaxas discusses his forthcoming book, REVOLUTION: The Birth of the Greatest Nation in the History of the World, exploring America's founding, the revolutionary principles behind the nation, and why that history remains relevant today. 28:12 – Dr. Michael Hutchison, inventor of the NeuroGuard+. Dr. Hutchison discusses the NeuroGuard+ mouthguard and its approach to concussion prevention and sports safety. He highlights testing conducted at Michigan State University and Wayne State University and explains the technology behind the product and its potential benefits for athletes. Learn more at NeuroGuardPlus.com. 38:23 - Monologue Featuring Ivey Gruber 47:25 – Rey “R.T.” Trevino, oil and gas expert and operator of Pecos Country Energy, a privately owned exploration and production company headquartered in Fort Worth. Trevino discusses reports that the U.S. Strategic Petroleum Reserve has fallen to its lowest level since 1983, examining what that means for American energy security, oil markets, and the country's ability to respond to future supply disruptions. 57:37 – Joshua Philipp, award-winning journalist and Senior Investigative Reporter at The Epoch Times, as well as host of The Joshua Philipp Show and Crossroads. Philipp discusses “crypto communism,” examining how communist ideology can evolve, operate under different labels, and influence modern political and cultural movements. 1:06:33 – Scott Greer, author, writer, and podcaster. Greer discusses his book Whitepill: The Online Right and the Making of Trump's America, exploring the evolution of the online right, its relationship with Donald Trump's political movement, and the role internet culture has played in reshaping American politics. 1:16:43 - Monologue 1:25:44 – Michael Letts, law enforcement veteran with more than 30 years of experience and Founder, President, and CEO of InVest USA. Letts discusses reports that ICE could spend up to $20 million on electric-shock gloves, examining the technology, its potential law-enforcement applications, and questions surrounding officer and detainee safety. 1:35:58 – Mollie Engelhart, regenerative farmer and rancher at Sovereignty Ranch. Engelhart discusses reports of lactation in steers at conventional feedlots, examining available data and the questions the phenomenon raises about growth implants, livestock management, and modern agricultural practices. 1:44:52 – Ivey Gruber, President of the Michigan Talk Network. Gruber joins Steve for their regular conversation and commentary on the latest news, culture, and stories of the day. --- Check out our brand new podcast, 'Forgotten America'... Episode 24 is live NOW at Steve Gruber on YouTube! Link below: https://youtu.be/UrGZQdE62jA

August 17, 2026 - Chase Taylor discusses a risk surrounding Iran and global energy markets that he believes investors may be overlooking: whether Iran could attempt to break the blockade through force as economic pressure continues to build. Chase also examines oil's latest breakout, rising long-term Treasury yields, deteriorating Chinese economic data, the potential for Chinese stimulus, and the continued drawdown of the Strategic Petroleum Reserve—and why the eventual end of those releases could dramatically tighten an already stressed global oil market.

Today we learn that Oil jumped 2% and the U.S. Strategic Petroleum Reserve just hit a 43-Year low. Pastor Stan also shares why the dollar might be falling even faster than we expected, and finally, we take a look what might be holding up the Massive Arrests. 00:00 Intro 02:09 Iran 10:20 Dollar Collapse 15:16 Massive Arrests

Today we learn that Oil jumped 2% and the U.S. Strategic Petroleum Reserve just hit a 43-Year low. Pastor Stan also shares why the dollar might be falling even faster than we expected, and finally, we take a look what might be holding up the Massive Arrests. 00:00 Intro 02:09 Iran 10:20 Dollar Collapse 15:16 Massive Arrests

The US Strategic Petroleum Reserve has fallen to its lowest level in more than four decades. Data from the US Energy Information Administration shows the stockpile stood at 298.7 million barrels as of the week ending August 7.

It's Wednesday, August 12th, A.D. 2026. This is The Worldview in 5 Minutes heard on 140 radio stations and at www.TheWorldview.com.  I'm Adam McManus. (Adam@TheWorldview.com) By Jonathan Clark and Adam McManus British driver lost car insurance over Christian bumper sticker A British driver lost his car insurance for displaying a Christian message on his vehicle.  Simeon Chandra put handmade “Jesus Loves You” stickers on his car. However, his GoSkippy Insurance broker said he must remove the stickers to retain coverage. The Christian Legal Centre is now supporting him in his ordeal. Andrea Williams, chief executive of the group, said, “Having experienced profound transformation through Jesus, from despair to hope, and from brokenness to purpose, [Simeon] is not ashamed to share what he believes. … If insurers can refuse [coverage] because a customer displays a Christian message, that should alarm everyone who cares about freedom of religion and freedom of expression.” 1 Peter 3:15-16 says, “But sanctify the Lord God in your hearts, and always be ready to give a defense to everyone who asks you a reason for the hope that is in you, with meekness and fear; having a good conscience, that when they defame you as evildoers, those who revile your good conduct in Christ may be ashamed.” To register a polite, on-line complaint with GoSkippy, visit our transcript today at www.TheWorldview.com. European household pets outnumber children Evangelical Focus reports that household pets outnumber children in Europe.  As of 2024, 49 percent of European households owned a pet. Of the 306 million pets in Europe, most were cats followed by dogs and ornamental birds.  By comparison, there are 1.4 million children under the age of 15 in Europe. That means the continent has an average 0.4 children for every pet. In fact, pet dogs now outnumber children in 15 European countries.   Massachusetts legalized killing babies on their birthdays Here in the United States, Massachusetts legalized the killing of unborn babies up to the point of birth on August 10th. Democrat Governor Maura Healey, a lesbian who is faux married to a woman and identifies as a Catholic, signed the abortion bill into law on Monday. The measure allows late-term abortions for any reason. Listen to how Governor Healy asserts that killing a baby is “healthcare” at her press conference. HEALY: “I promise that no matter what Donald Trump or Republicans in Congress, or the Supreme Court does, we're going to continue to make sure that women and families have access to the healthcare that they need right here in Massachusetts. “We know that protecting abortion access and reproductive healthcare has been under fire. We saw it when the Supreme Court overturned Roe in the Dobbs decision back in 2022, the first time a court has ever taken away a right that was given. “We've seen it as Donald Trump and Republicans in Congress continue to pass anti-abortion legislation, including extreme abortion bans. Today, one in three women in America live in a state with an abortion ban. “President Trump's new attorney general, Todd Blanche, over the weekend, said that overturning Roe v. Wade should be made ‘permanent' in every state. That's what we're up against.” Massachusetts is now the 11th state, plus the District of Columbia, to allow abortions up to birth. (Massachusetts joins Alaska, Colorado, Maryland, Michigan, Minnesota, New Jersey, New Mexico, Oregon and Vermont, according to FoxNews.com). Isaiah 59:7 says, “Their feet run to evil, and they make haste to shed innocent blood; their thoughts are thoughts of iniquity; wasting and destruction are in their paths.” ​Trump recommends fewer child vaccines & greater parental authority On August 10th, President Donald Trump signed an executive order on childhood vaccines, recommending fewer ones and that they be spread out over time instead of injecting multiple vaccines in one sitting. Listen to comments from Stephen Miller, the White House Deputy Chief of Staff for Policy. MILLER: “Because of your courage and leadership, Mr. President, millions of parents all over America today are breathing an enormous sigh of relief. I say this as the parent of young children myself. “Millions and millions of parents feel they've been pressured when their children are just weeks out of the hospital to take five shots, six shots, seven shots -- all at once. They're told it'll be normal. Your kid will have a fever of 103 [degrees] for three or four days. Your kid will stop eating for a week. Your kid's going to change all their sleeping. Don't worry; it's totally fine. It's totally normal. Nobody has studied it. Nobody's looked at it. Nobody's thought about it. “The pressure from the pharmaceutical industry and from aspects of the medical industry to pump your kids full of shots days after birth, with no understanding of the long-term consequences, has been a medical travesty.” In addition, the order recommends 11 immunizations for children, down from 18. The order also calls on states to protect parental authority and religious freedom in vaccine decisions.   Specifically, President Trump said in the order, “It is the policy of my administration that federal programs and funding should support maximal parental choice over childhood vaccines.” America's oil reserves dropped to half capacity America's oil reserves have fallen to the lowest level in over 40 years. The U.S. Strategic Petroleum Reserve dropped below 300 million barrels last week. That's less than half of its total capacity and the lowest level since 1983.  In March, President Donald Trump authorized the release of up to 172 million barrels from the reserve in response to the war with Iran.  Churchgoers who attend Bible studies have highest discipleship scores And finally, Lifeway Research reports churchgoers who attend Bible studies have the highest discipleship scores. The discipleship scores highlight characteristics consistently present in the lives of believers who are progressing in their spiritual maturity. U.S Protestant churchgoers who attend a small group Bible study five times or more each month had the highest discipleship scores.  Scott McConnell, executive director of Lifeway Research, said, “The value of small groups is seen in higher levels of evangelism, service, giving, disciplines and relationships among those who regularly participate in small groups of adults from church compared to those who do not.” Acts 2:42 describes the early church: “And they continued steadfastly in the apostles' doctrine and fellowship, in the breaking of bread, and in prayers.” Close And that's The Worldview on this Monday, August 10th, in the year of our Lord 2026. Subscribe for free by Spotify, Amazon Music, or by iTunes or email to our unique Christian newscast at www.TheWorldview.com.  Plus, you can get the Generations app through Google Play or The App Store. I'm Adam McManus (Adam@TheWorldview.com). Seize the day for Jesus Christ.

Wheat prices surge as dry conditions, disappointing yields, and strong global demand push Kansas City wheat 25 cents higher. SF Daily host Lorrie Boyer breaks down the market moves, geopolitical risks, and key agriculture stories shaping the day.

Oil is a psychological event, and nobody experienced it as one. For ten thousand years, every household chose nightly between eating its oil and burning it for light. Petroleum ended the choice, and this episode is about what winning did to us. Part two of the Parachute Problem finishes Nolan's Odyssey first: the Sea Peoples as the empire's own veterans, Odysseus bringing Troy's tactics home, Athena's amnesia as national dissociation, the war with no ledger. Then the substance: what crude oil actually is, why America has not built a major refinery since 1977, oil and light as interchangeable words in scripture, Christ as an oil word, the 1973 embargo and the inward turn, the Strategic Petroleum Reserve as an unconscious dug into salt, Carbon Democracy, and the question nobody will ask: are we going into a dark age. The Bronze Age left the answer baked into clay, and the only thing that crossed the last dark age was a poem carried between people. Free resources: gettherapybirmingham.com. Support the show with code TAPROOT at Hardy Nutritionals.   oil psychology, petroculture, peak oil, why no new refineries, oil refinery shortage, US refinery 1977, crude oil explained, sweet vs sour crude, 1973 oil embargo, Strategic Petroleum Reserve salt caverns, Carbon Democracy Timothy Mitchell, Bronze Age collapse, Sea Peoples, Odyssey ending explained, Christopher Nolan Odyssey analysis, xenia law of Zeus, Linear B, dark age, Great Endarkenment, energy unconscious, Bataille expenditure, empty self psychology, Jungian psychology, oil and light Bible, Taproot Therapy  

On this episode of the MeidasTouch Podcast, Ben, Jordy, and Brett dissect Trump's rambling  and dangerous Oval Office event on childhood vaccines, including bizarre claims about "vats" of vaccine being "pumped into your child's body" and moments where he visibly struggles to stay awake on camera. They dig into the U.S.-Iran standoff grinding into its fifth month with the Strait of Hormuz still closed, Iran's defiant new list of demands, and a Pentagon scrambling to resupply weapons stocks depleted by the war. The guys also cover mounting economic warning signs at home — soaring gas prices, a Strategic Petroleum Reserve at a 43-year low, and even Republican pollsters sounding alarms ahead of the midterms — plus reports of military families confronting Navy leadership over grim conditions aboard the USS Lincoln. Ben, Brett, and Jordy go through all this and more! Pre-order the new book from MeidasTouch, WTF America?!: The Way Out of This Hell and Back to Democracy, today: https://bit.ly/wtfamericayoutube Deals from our sponsors!  Found: Take back control of your business today — don't wait. Open a Found account at https://found.com Dupe: Go to https://Dupe.com today and find similar products for less. It's 100% free to use. Stop wasting money on brand names and start saving with https://Dupe.com today. MUD/WTR: Start your new morning ritual & get up to 43% off your @MUDWTR with code MEIDAS at https://mudwtr.com/MEIDAS! #mudwtrpod Miracle Made: Upgrade your sleep with Miracle Made! Go to https://TryMiracle.com/meidas and use the code: MEIDAS to claim your FREE 3 PIECE TOWEL SET and SAVE over 40% OFF. Subscribe to Meidas+ at https://meidasplus.com Get Meidas Merch: https://store.meidastouch.com Remember to subscribe to ALL the MeidasTouch Network Podcasts: MeidasTouch: https://www.meidastouch.com/tag/meidastouch-podcast Legal AF: https://www.meidastouch.com/tag/legal-af MissTrial: https://meidasnews.com/tag/miss-trial The PoliticsGirl Podcast: https://www.meidastouch.com/tag/the-politicsgirl-podcast The Ken Harbaugh Show: https://meidasnews.com/tag/the-ken-harbaugh-show The Weekend Show: https://www.meidastouch.com/tag/the-weekend-show Burn the Boats: https://www.meidastouch.com/tag/burn-the-boats Majority 54: https://www.meidastouch.com/tag/majority-54 On Democracy with FP Wellman: https://www.meidastouch.com/tag/on-democracy-with-fpwellman Uncovered: https://www.meidastouch.com/tag/maga-uncovered Learn more about your ad choices. Visit megaphone.fm/adchoices

Bob's recap of STLV and a big announcement on the forthcoming Trek documentary. Martin Sheen's new promo! Donald hid on the airport catering truck in order to secretly switch aircraft. He used the press and his own staff as human shields. Donald and RFK Junior are going kill many children with new vaccine recommendations. Donald slept during most of the Oval Office event. Iranian official vows to continue the war until Donald is out of office. Strategic Petroleum Reserve is almost drained to nothing. Why is Tim Walz hacking all these water systems? The latest dismal jobs report. Good news about Troth Senchul; Democrats are investigating the indictment of David Hearn; Sen. Kennedy declares the end of the Save Act. With Jody Hamilton, David Ferguson, music by Powder Pink and Sweet, The Wildwoods, and more! Brought to you by Russ Rybicki, SharePower Responsible Investing. Support our sponsors and get free shipping at Quince.com/bob and bollandbranch.com/bob!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Market update for August 11, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode, Zaid covers:The U.S. Strategic Petroleum Reserve falls below 300 million barrels for the first time since 1983Nvidia teams up with Wall Street for $500 billion to fund AI infrastructureAnthropic targets a September or early October for IPORiot lands a massive Anthropic data-center deal while Rocket Lab warns of another Neutron delaySpaceX finally climbs back above its IPO price after a massive insider-share unlock fails to trigger a selloff

July 31, 2026 – Amazon's earnings, Apple's selloff, soaring Treasury yields, and AI spending continue to send conflicting signals across the market. So what's actually driving prices? Zach Abraham and Chase Taylor discuss why hyperscaler valuations continue to climb despite rising rates, whether Microsoft's accounting changes reveal a deeper issue with AI economics, why Amazon's capital spending could create opportunities elsewhere, and what today's market structure says about price discovery. They also break down developments in the Strait of Hormuz, oil prices, the Strategic Petroleum Reserve, the Fed's growing challenge as long-term yields rise, and why political incentives continue to shape economic decisions.

https://youtu.be/–TRke8F1qM Recorded July 26 and July 9, 2026 In Episode 161 of the PetroNerds Podcast, Trisha Curtis, CEO of PetroNerds and host of the PetroNerds Podcast, is joined by Stu Turley of Energy News Beat for a wide-ranging discussion on the intersection of energy markets, geopolitics, and national security. Key Takeaways Iran’s threats to the Strait of Hormuz highlight the importance of resilient global energy infrastructure. U.S. oil and natural gas production continue to provide America with a significant economic and geopolitical advantage. China’s investments in coal, synthetic fuels, and energy stockpiling underscore its long-term focus on energy security. Europe’s energy policies continue to challenge industrial competitiveness and grid reliability. Reliable, affordable energy remains the foundation of economic growth and national security. The conversation begins with escalating tensions involving Iran and the strategic importance of the Strait of Hormuz. Trisha and Stu examine attacks on energy infrastructure and shipping, discussing whether Iran’s actions reflect growing leverage or increasing desperation. They also explore how expanding export infrastructure in Saudi Arabia and the United Arab Emirates is reducing dependence on one of the world’s most important maritime chokepoints. The discussion then shifts to the Strategic Petroleum Reserve and the contrasting energy strategies of the United States and China. While America remains the world’s leading producer of oil and natural gas—with crude production nearing 14 million barrels per day and natural gas output approaching 136 billion cubic feet per day—China continues investing heavily in energy stockpiles, coal-fired generation, and synthetic fuel production to strengthen its long-term energy resilience. Trisha explains why America’s energy abundance extends far beyond production. Refining capacity, pipeline infrastructure, LNG exports, petrochemicals, and manufacturing all contribute to a competitive advantage that supports economic growth while enhancing U.S. influence around the world. China’s approach provides a sharp contrast. The episode examines Beijing’s continued expansion of coal generation and coal-to-liquids projects as part of a broader strategy to reduce dependence on imported oil and prepare for future geopolitical disruptions. Rather than viewing these investments individually, Trisha and Stu discuss how they fit into China’s long-term planning for energy security. The conversation also explores Europe’s evolving energy landscape, including the consequences of reducing domestic coal, nuclear, and oil and gas production while increasing reliance on imported LNG. Trisha and Stu discuss how higher energy costs and declining industrial competitiveness complicate Europe’s efforts to expand defense spending and strengthen economic resilience. The episode concludes with a discussion on electricity markets, grid reliability, ESG and net-zero policies, American manufacturing, NATO, emerging trade relationships, and the growing strategic importance of LNG in global energy markets. The overarching theme is one that has become increasingly clear: energy security is national security. Countries that prioritize reliable, affordable, and scalable energy systems will be better positioned to support economic growth, strengthen national defense, and maintain geopolitical influence in an increasingly competitive world. Listen to the full conversation and subscribe to the PetroNerds Podcast for additional market analysis, geopolitical insights, and expert commentary on the forces shaping global energy.

CNBC Business News Update with Jessica Ettinger - Markets & Business News With Expert Analysis From Top Business Names. Visit CNBC.com For More. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

//The Wire//2300Z July 20, 2026// //ROUTINE// //BLUF: CENTCOM CONFIRMS FOUR AMERICAN CASUALTIES FOLLOWING IRANIAN STRIKES IN MIDDLE EAST. ARSON ATTACK REPORTED AT FEDERAL BUILDING IN NYC.// -----BEGIN TEARLINE------International Events-Jordan: Over the weekend CENTCOM confirmed the deaths of three US service members, who were killed as a result of the strikes on a barracks building at Muwaffaq al Salti Airbase. Two of the casualties have been identified as 1LT Tyler James Feehan, and Private Isabella Gonzales. The third casualty officially remains classified as Missing in Action as the remains will require DNA analysis to confirm identity, and has not yet been officially identified. A fourth casualty was also reported somewhere in Iraq, which was the result of an Iranian drone strike.Middle East: Following Iranian targeting of the al-Subiya Power Station, Kuwait has begun to rely on portable substations and generators to provide electricity while repairs are made. The scale of the power outages is not known, but Iranian forces have struck several logistical hubs and electrical power plants over the past few days. In Bahrain, Iranian targeting has remained heavy over the weekend, with several ballistic missile strikes reported at American installations around the country.Strait of Hormuz: Several more merchant vessels were struck over the past few days, most of which were tankers attempting to use the southern Omani route instead of the Iranian route. At least one of these vessels resulted in the crew abandoning ship before being rescued.Iran: After these collective strikes over the weekend, American targeting efforts intensified with the latest bombing campaign focusing on the targeting of bridges and civilian roadway tunnels around Bandar Abbas. Many of the roads that lead to the port city are now cut off, with only a few major roadways allowing access to the city. Several bridges have also already been repaired, and the status of others remains unclear until better satellite imagery is available.-HomeFront-New York: This morning an arson attack was reported at the Federal building in downtown Manhattan. One assailant approached the building with a bucket of gasoline, dumping the bucket at the northeast side of the structure. The suspect immediately ignited the pool of gas, which also contained a mix of commercial grade fireworks. The suspect was immediately detained by the plethora of police already on scene, as the accelerant burned on the sidewalk. Analyst Comment: No motive has yet been conveyed regarding this attack, however some of the paraphernalia scattered throughout the scene of the attack appears to be political in nature, opposing ICE.Washington D.C. - This morning, the latest numbers for Strategic Petroleum Reserve levels were released indicating that over the past week, the US has drained the SPR by an additional 5.1 million barrels, to it's lowest level since the Tanker War in 1983.Analyst Comment: Many might have assumed that the US might have re-stocked the SPR during the two-week ceasefire in the Middle East, however very little oil actually made it out of the region during that time, which amounted to only a tiny fraction of US daily usage. Since the war began five months ago, only a very small percentage of oil has exited the region, and the US has been draining the SPR at breakneck pace in order to keep the country going.-----END TEARLINE-----Analyst Comments: Concerning the American casualties sustained over the weekend, it is extremely important to note that the deaths of 1LT Feehan and PVT Gonzales are officially classified under Operation INHERENT RESOLVE (OIR)...not under Operation EPIC FURY (OEFU). Inherent Resolve is the long-standing mission to combat ISIS in Syria, and not in any way linked to the current war in Iran. As a result, the true number of casualties sustained warrants further investigation. This classification could have been an administrative error, but this would also be a way of camouflaging casualty figures. The Defense Casualty Analysis System (DCAS) is the main database for logging all American casualties, which are defined by military operation. In this case, these deaths are not cataloged under either operation yet, adding to the more broad (but also growing) concerns that the database has been concealing the true number of casualties, specifically the numbers of personnel wounded.In fact, while admonishing these concerns as "baseless and malicious accusations" Assistant Secretary of War Sean Parnell directly contradicted the numbers his own department was producing. He stated in an interview with CBS News that roughly 100 personnel had been wounded throughout the war over the past month....while his own database states that a grand total of zero personnel had been wounded for the month of July, and three in June. If this testimony is accurate, this confirms beyond all doubt that the Pentagon is lying about the number of troops wounded during this campaign. Considering that the Pentagon has disclosed a total of 413x soldiers wounded during this entire campaign, ~100x WIA being reported within a month (which also included a two-week ceasefire) is alarming to say the least.The cause of the fatalities reported over the weekend is also important to note as these deaths were very likely preventable. In the days leading up to the ballistic missile striking the housing at this base, the Iranians successfully struck the Patriot battery in Erbil, Iraq. This missile defense site would have been one of the sites providing protection for missiles launched into Jordan. With this battery offline or at least degraded in some way, it is possible that a clear air corridor existed that allowed Iranian ballistic missiles to fly unchallenged through a gap in air defense coverage. If the Erbil strike also damaged the radar array, it is also very possible that the warning time for an incoming ballistic missile would have been reduced, so any defenses at the target base would have been less effective. Obviously, the true scale of the damage to this air defense site would be classified, so in the public eye we have to guess as to how bad it was based on blurry satellite imagery. However the military commanders who knew the systems and did NOT have to guess, were also the same commanders who had the authority to either issue warnings or orders to disperse from the unprotected Containerized Housing Units (CHUs) that were struck by Iran. The failure of command to disperse their soldiers is what led to these fatalities.The very minute that the Patriot battery was struck in Erbil was a major clue that the Iranians were conducting shaping fires of their own...they were striking the air defense sites so as to open up a gap in air defense coverage, and reach out to American positions with their larger ballistic missiles.Though it is usually in poor taste to reflect on failures in the immediate aftermath of the death of troops, in the interest of expediency sometimes uncomfortable conversations must be had in order to prevent further loss of life. If a gap in air defense coverage is what allowed this strike to happen, it is almost certain that this gap still exists and that the danger to American service members is still not mitigated. For ALL American troops in the Middle East, this observation must be noted: If the Iranians are striking air defense sites, the next assumption must be that the Iranians are planning to strike something that would have been protected by that site. In retrospect this is common sense, but even at this very moment, the continued strikes on American positions (and the nearly total lack of fortification efforts at these bases, even to this day) continues to indicate that the Iranian targeting efforts are not being taken seriously by senior American decision makers. Five months into this war, CENTCOM leadership has still not figured out that the Iranians can strike their bases at will, and as demonstrated by the strikes in Kuwait and Jordan, the US is still not digging in, and also not dispersing enough to avoid troops getting killed. No underground fortification efforts have been undertaken at any base in the Middle East, and satellite imagery indicates that no substantial fortifications have been undertaken either. Granting as much leeway to the Pentagon's decision making process as possible, it is possible that no hardening of defenses would have mattered considering the missiles Iran is launching. Drone defense is one thing, but it would take years to build a bunker that would withstand the impact of an Iranian Fattah or Ghadr missile. Nevertheless, when it comes to defending American positions, doing something is better than doing nothing, and concrete does not take half a year to dry.Even if large-scale construction projects are off the menu, ALL military publications, textbooks, and training scenarios dictate and demand what has been obvious since World War One...Dispersion is the name of the game. This is what kept casualties to a minimum in Bahrain, but different theater commanders have different personal initiatives. Some are more proactive with their defense, and others have done nothing at all, besides making sure that all of the vehicles in the motorpool are lined up neatly.Where this goes from here is anyone's guess, but unless radical and immediate changes are made, the United States will continue to suffer casualties. And as long as the bombing continues which is motivating Iran to target our bases, this indirectly highlights the deficiencies with American air defense technologies, not just for this war, but for the wars to come.Analyst: S2A1 Research: https://publish.obsidian.md/s2underground NomadNet: 5fa68c88be72

The official story is simple. The timeline is not. We take a hard look at the reporting around Senator Lindsey Graham's death and ask a basic question that gets skipped too often in political news: does the schedule even work. With Larry Johnson back on the show, we walk through the travel route to Kyiv, the time zone math, and why conflicting accounts keep surfacing when high profile foreign policy figures are involved. Then the focus shifts to the West Bank after Representative Ro Khanna says he was detained by Israeli settlers armed with American made rifles, with the IDF continuing the detention. We react to Netanyahu's public explanation, talk about accountability, and dig into what this moment suggests about Israeli settler violence, US political support, and how “ally” can start to sound like a branding exercise instead of a reality. We close with the rapidly deteriorating US Iran situation, including the Strait of Hormuz fight, claims about who controls safe passage, and what that means for global energy markets. Larry lays out a nuts and bolts case for why sour crude constraints, refinery design, diesel supply, aviation fuel demand, and the Strategic Petroleum Reserve drawdown could collide into a very real economic shock if escalation continues. If you value clear analysis over talking points, subscribe, share the episode, and leave a review so more people can find the show.

Trump goes from ceasefire language to “it's over” in a matter of hours, and the Strait of Hormuz becomes the pressure point again. Host Kyle Anzalone and guest LtCOL Karen Kwiatkowski walk through the reports of Iranian shots at transiting ships, the follow-on CENTCOM strikes, and what it means when a president talks like a full-scale war is on the table while the Pentagon still faces real constraints in ships, air defense, and weapons stockpiles. If you're trying to understand Iran, US military posture, and how quickly an MOU can unravel, this conversation lays out the incentives and the red flags in plain terms. We also pull on the thread most people miss: oil prices and energy security. We talk about why tanker flow does not snap back to “normal,” why insurance markets matter as much as missiles, and how Strategic Petroleum Reserve decisions can collide with the public story being told about stability. When leaders float the word “blockade,” shipping firms and underwriters do the math, and the result can be higher costs, slower trade, and more opportunity for miscalculation. Then we widen the map to Syria and Lebanon, including the stunning normalization of Ahmed al-Sharaa, also known as Abu Mohammed al-Jolani, and the idea of sending battle-hardened fighters toward Hezbollah. From there, we get into Israel's brewing conflict with Turkey, Trump's openness to F-35 sales to Erdogan, and why the jet is as much about control and lock-in as it is about performance. We close with a domestic warning about NDAA Section 219 and why calling Congress may be one of the few levers the public still has.

On this episode of the MeidasTouch Podcast, Ben, Brett, and Jordy break down the escalating and unlawful war on Iran as Trump threatens to wipe out the country's electric grid, water supply, and civilian infrastructure, all while the Strategic Petroleum Reserve nears emergency tank-bottom levels and the Pentagon barrels toward its own budget crisis. The guys unpack the collapsed MOU, Iran's strategy of running out the clock through the Strait of Hormuz, and the tens of millions who turned out for the Ayatollah's funeral procession, directly contradicting Trump officials' claims that it's all "astroturf." Plus, a disastrous NATO summit where Trump confuses Zelenskyy for Putin, role-plays as the Russian president, threatens to invade a NATO ally over Greenland, and rants about his ability to be "the greatest communist ever," followed by the White House's unhinged, expletive-laden attack on MeidasTouch's own editor. It's a full breakdown of the lies, the escalation, and the sheer chaos of the Trump regime. Subscribe to Meidas+ at https://meidasplus.com Get Meidas Merch: https://store.meidastouch.com Deals from our sponsors!  BetterHelp: This is sponsored by BetterHelp. Give online therapy a try at https://BetterHelp.com/MEIDAS today to get 10% off your first month and get on your way to being your best self! HIMS: Visit https://hims.com/meidas to get simple, online access to personalized, affordable care for ED, Hair Loss, Weight Loss, and more. Armra: Head to https://tryarmra.com/meidas or enter promo code: MEIDAS to receive 30% off your first order! DeleteMe: Get 20% off your DeleteMe plan when you go to https://joindeleteme.com/MEIDAS and use promo code MEIDAS at checkout. Remember to subscribe to ALL the MeidasTouch Network Podcasts: MeidasTouch: https://www.meidastouch.com/tag/meidastouch-podcast Legal AF: https://www.meidastouch.com/tag/legal-af MissTrial: https://meidasnews.com/tag/miss-trial The PoliticsGirl Podcast: https://www.meidastouch.com/tag/the-politicsgirl-podcast The Ken Harbaugh Show: https://meidasnews.com/tag/the-ken-harbaugh-show The Weekend Show: https://www.meidastouch.com/tag/the-weekend-show Burn the Boats: https://www.meidastouch.com/tag/burn-the-boats Majority 54: https://www.meidastouch.com/tag/majority-54 On Democracy with FP Wellman: https://www.meidastouch.com/tag/on-democracy-with-fpwellman Uncovered: https://www.meidastouch.com/tag/maga-uncovered Learn more about your ad choices. Visit megaphone.fm/adchoices

What's the deal with Qatar Force One? Graham Platner is out. How soon before he's a Fox News contributor complaining about the Democratic Party? Donald's war against the Islamic Republican of Japan. Endless war is back on the table. "They're liars. They're cuckoo." The most under-reported story of the week: Donald sent Iranian asylum seekers back Iran for some reason. Status of the Strategic Petroleum Reserve. NO! Donald hasn't ended 8 wars. Freedom Fuel?? Donald demands a do-over on birthright citizenship. David Hearn, the ex-Olympian charged with vandalism, pleads not guilty. With Jody Hamilton, David Ferguson, music by MilkMaiden, Michael McDermott, and more! Brought to you by Russ Rybicki, SharePower Responsible Investing. Support our sponsors and get free shipping at Quince.com/bob and bollandbranch.com/bob!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Our Global Head of Fixed Income Research Andrew Sheets outlines what could potentially go wrong and disrupt markets' optimism this summer.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley. Today, discussing three things that could disrupt a quiet summer. It's Wednesday, July 8th at noon in New York. As markets turn the page toward the second half of the year, there are lots of reasons for optimism. Global growth remains solid. Earnings growth is strong, and broadening across more companies. Capital markets remain open and deal activity is robust. We continue to think that the best analogy for current conditions is something like 1997 through 1998 or 2005 through 2006 – periods where corporate aggression was increasing, and had further to go, leading to equities outperforming credit. Even more immediately, July also happens to be one of the best months of the year for markets. And while one should never base their entire investment strategy on how far the earth has travelled around the sun, this month has been the best month for the U.S. High Yield returns, by far, over the last 15 years. The last time the S&P 500 fell in the month of July was 2014. So given all that, what could go wrong? Well, here are three things that are on our mind. First, a key part of our most optimistic view is that U.S. inflation will be lower than the Federal Reserve expects in the second half of this year, leading them to leave interest rates unchanged, rather than raise rates as the market expects. The risk is that this assumption is just wrong, perhaps soon. There is certainly an argument that, if the Fed is worried about inflation, it shouldn't wait to act, and the market is currently placing roughly 1-in-3 chance that the Fed hikes rates on July 29th. If that happens – and again, our base case is it does not – it could drive volatility. Second is earnings season, which kicks off next week. While the general trend of earnings is important, the bigger focus is likely to be on the results of large U.S. tech companies, and in particular, how much they plan to spend building out AI infrastructure. Over the last several quarters, almost like clockwork, these spending estimates have been revised higher and higher. And that has helped boost confidence in AI – as the spending is a sign that the technology holds promise – as well as boosting the broader earnings outlook; since all of this spending is becoming other company's revenue. Our base-case remains that this AI spending cycle has further to run, with capex from the major U.S. hyperscalers rising from over $800bn of spending this year to roughly $1.2 trillion of spending next year. But the risk would be that second quarter earnings now show more hesitation to spend, maybe because the share prices of some of these big spenders have been recent underperformers. And given how much the current growth and earnings story is linked to AI, and how popular AI exposure is with investors, that would create a risk. Finally, there's Iran. Our base case assumes a gradual renormalization of flows through the Strait of Hormuz, and we forecast Brent oil at about $75/bbl in 12 months time, which is pretty similar to current levels. But as of this recording there were reports of renewed hostilities, and the ceasefire may be fragile. The U.S. has already drawn down its Strategic Petroleum Reserve to its lowest-ever levels, potentially reducing some ability to absorb shocks if the conflict re-escalates. Historically, July tends to be strong, and markets have a number of helpful tailwinds at their back. But an unexpected rate hike, an unexpected reduction in Hyperscaler Capex, and a resumption of the Iran conflict are three factors that are not in our base-case – and could disrupt that. Thank you, as always, for your time. If you find Thoughts on the Market useful, let us know by leaving a review wherever you listen. Also tell a friend or colleague about us today.

Mike Madrid (Author of The Latino Century) joins Host Ron Steslow to dive into how populism is consuming both parties and the institutions meant to contain them, from a socialist sweep in New York to a building debt-and-oil crisis. They begin with New York's primaries, where DSA-aligned candidates won and Zohran Mamdani emerged as a kingmaker—signaling the Democratic party's “Tea Party moment.”  From there, they ask whether the party is radicalizing or whether its establishment wing is the last refuge of institutional conservatism Then they trace an oil crisis to a draining Strategic Petroleum Reserve, the rising cost of servicing the national debt, and the first moves of new Fed chair Kevin Warsh. Finally, they map the vise closing on the White House before the midterms: a standoff with Iran, a depleting reserve, and a choice between a weak deal and economic shock. In Politicology+, they discuss Mike's invitation to the Oxford Union, where he argued the position that Donald Trump has betrayed the conservative movement.  POLITICOLOGY+ Not yet a Politicology+ member? Don't miss all the extra episodes on the private, ad-free version of this podcast. Upgrade now at politicology.com/plus. SPONSORS & PROMO CODES: https://bit.ly/44uAGZ8 Send your questions and ideas to podcast@politicology.com Ron Steslow on X: https://x.com/RonSteslow Mike Madrid on X: https://x.com/madrid_mike Learn more about your ad choices. Visit megaphone.fm/adchoices