Podcasts about United Arab Emirates

For review:1. US Defense Secretary on Wednesday said the future of Cuba is in the hands of President Trump and Havana's leadership amid increased U.S. pressure on the communist-ruled island.“No matter what, the Department of War is going to be prepared and postured for any possible contingency,” Sec Hegseth told troops during a visit to the U.S. Naval Station at Guantanamo Bay, Cuba.2. President Donald Trump on Wednesday said two U.S. Army aviators “got very lucky” after an AH-64 Apache attack helicopter was downed by Iran over the Strait of Hormuz, emphasizing that US retaliation is not over.Speaking to reporters in the Oval Office, the president declared, “We hit them hard yesterday and we're going to hit them hard again today.”3. US President Donald Trump said the US would be attacking Iran again on Wednesday, indicating that Tuesday night's strikes against the regime were only the first part of Washington's retaliation against the Islamic Republic for shooting down an American military helicopter near the Strait of Hormuz.4. US Central Command confirms it has launched fresh “self-defense strikes” on “multiple targets in Iran at the direction” of President Donald Trump.5. Iran's Islamic Revolutionary Guard Corps says that it struck bases in Kuwait and Bahrain in response to the latest US strikes.6. The United States and Iran have honed in on four key points of negotiation during talks to permanently end the fighting that began with a joint US-Israeli offensive back in February, the New York Times reported on Tuesday.According to the newspaper, the deal will include agreements on an extended suspension of uranium enrichment by Iran; the dilution of Tehran's existing stockpile of enriched uranium; the dismantling of Iranian nuclear sites; and the right for international nuclear watchdogs to conduct snap inspections in the Islamic Republic.7. Iraq and the United Arab Emirates are fast-tracking plans to expand oil pipelines to replace the capacity lost by the closure of the Strait of Hormuz, as new data reveals their stark dependency on the Persian Gulf. 8. The Franco-German-Spanish Future Combat Air System (FCAS) has collapsed following the failure of industrial mediation between Dassault and Airbus on several issues, multiple reports said Monday.9. The House Appropriations Committee released its $1 trillion defense spending bill for FY27.

Can AI help deliver access to reliable, affordable energy in emerging economies? The team at ZOLA Intelligence believes the answer to that question is yes. According to the company's website, ZOLA's platform "is engineered to solve energy inequality for billions of people by asserting that true energy access requires intelligence, not just hardware." Join host David Sandalow as he talks with Bill Lenihan, CEO and founder of ZOLA Intelligence, about the challenge of providing reliable, affordable energy and the company's innovative work around the world.  This material is distributed by TRG Advisory Services, LLC on behalf of the Embassy of the United Arab Emirates in the U.S.. Additional information is available at the Department of Justice, Washington, DC. Learn more about your ad choices. Visit megaphone.fm/adchoices

Can AI help deliver access to reliable, affordable energy in emerging economies? The team at ZOLA Intelligence believes the answer to that question is yes. According to the company's website, ZOLA's platform "is engineered to solve energy inequality for billions of people by asserting that true energy access requires intelligence, not just hardware." Join host David Sandalow as he talks with Bill Lenihan, CEO and founder of ZOLA Intelligence, about the challenge of providing reliable, affordable energy and the company's innovative work around the world.  This material is distributed by TRG Advisory Services, LLC on behalf of the Embassy of the United Arab Emirates in the U.S.. Additional information is available at the Department of Justice, Washington, DC. Learn more about your ad choices. Visit megaphone.fm/adchoices

https://youtu.be/BV-3gt0wfsk Recorded: Tuesday, May 12, 2026 In Episode 158 of the PetroNerds Podcast, Trisha Curtis, host of the PetroNerds Podcast and CEO of PetroNerdstakes, was on stage at the Society of Petroleum Engineers meeting at the Petroleum Club of Midland, Texas, for a wide-ranging discussion on oil markets, geopolitics, energy security, and the future of U.S. shale. Recorded amid escalating tensions in the Middle East and renewed volatility in global energy markets, Trisha examines how rapidly evolving geopolitical events have exposed the gap between market sentiment and the realities of physical oil. Just months before oil prices surged back toward triple digits, many analysts and industry participants were focused on oversupply concerns, weak demand forecasts, and bearish outlooks for the energy sector. Drawing on decades of market analysis, Trisha explains why investors, policymakers, and energy executives must remain humble when forecasting commodity markets and why understanding physical energy infrastructure matters more than ever. Key Takeaways Oil markets entered 2026 with geopolitical risk significantly underpriced. Iran's production and exports remain more important to global supply balances than many analysts recognized. China's stockpiling strategy and refining capacity are critical variables in understanding global oil demand. The Strait of Hormuz remains vital, but alternative export infrastructure is reducing some chokepoint risk. Russia's energy sector has demonstrated greater resilience than many forecasts anticipated. Coal continues to play a foundational role in global energy security. Reliable power generation and grid infrastructure will become increasingly important as electricity demand rises. U.S. energy dominance remains a major competitive advantage for the American economy. The Permian Basin continues to outperform expectations through innovation and productivity gains. LNG exports and natural gas infrastructure are becoming increasingly important to global energy security. Iran, China, and the Geopolitics of Oil A major focus of the discussion centers on Iran's role in global oil markets and the strategic relationship between Iranian crude exports and Chinese demand. Trisha explores how sanctioned barrels from Iran, Russia, and Venezuela contributed to perceptions of oversupply in global markets while simultaneously masking growing geopolitical risk. She argues that many market participants underestimated both the scale of Iranian production and China's willingness to continue purchasing discounted crude. The conversation also examines the strategic importance of the Strait of Hormuz, one of the world's most critical energy chokepoints. While the strait remains essential to global oil flows, Trisha highlights how Saudi Arabia and the United Arab Emirates have invested heavily in alternative export infrastructure, including pipelines to Yanbu and Fujairah, reducing some of the region's vulnerability during times of conflict. Why China Is the Most Important Energy Story in the World One of the central themes of the presentation is China's long-term energy security strategy. Trisha argues that understanding China is essential to understanding today's oil market. Beyond demand growth, China has spent years building strategic crude inventories, expanding refining capacity, increasing domestic production, and investing in power generation infrastructure designed to strengthen national resilience. She suggests that much of China's apparent oil demand growth may actually reflect large-scale stockpiling efforts, creating significant uncertainty around traditional demand estimates. Combined with China's continued reliance on coal, expanding electricity generation, and focus on industrial competitiveness, these policies reveal a country preparing for long-term strategic challenges rather than short-term market fluctuations. Energy Transition Narratives Meet Reality The discussion also tackles broader energy policy debates, including the role of coal, natural gas, renewables, and electricity markets. Trisha challenges many prevailing energy-transition assumptions, arguing that energy security and reliability remain the foundation of economic growth and national security. She points to China's continued expansion of coal-fired generation alongside renewable development as evidence that reliable baseload power remains indispensable. The conversation explores how rising electricity demand from artificial intelligence, data centers, manufacturing, and electrification is creating new pressures on power grids throughout the United States and Europe. According to Trisha, years of underinvestment in dispatchable generation, transmission infrastructure, and permitting reform have created vulnerabilities that policymakers can no longer ignore. The Resilience of U.S. Shale The episode concludes with an in-depth assessment of the U.S. shale industry and the future of American energy production. Despite recurring claims that U.S. shale growth has peaked, Trisha highlights continued productivity improvements across the Permian Basin, including longer laterals, stronger completion techniques, and operational efficiencies that continue to surprise forecasters. She also discusses the growing importance of natural gas infrastructure, LNG exports, and pipeline takeaway capacity as critical components of America's energy future. While constraints remain, particularly in natural gas transportation, Trisha argues that the U.S. oil and gas sector remains one of the country's greatest strategic advantages. Whether you're an energy executive, investor, policymaker, or industry professional, this episode offers a timely and data-driven examination of the forces shaping oil markets, power systems, and global energy security in an increasingly uncertain world.

The United Arab Emirates has announced that it is leaving OPEC (the Organization of the Petroleum Exporting Countries) after almost sixty years as a member. Why does this matter? Well, oil is still one of the most important resources in the world. The price of oil affects how much we pay for petrol, the cost of transporting food, airline tickets, electricity, and much more. When oil prices rise, the economy is also affected. OPEC is one of the most powerful organisations influencing oil prices. For decades, this group of oil-producing countries has worked together to control how much oil enters the global market. But now one of its main members is walking away. In today's episode, we're going to think about a few important questions. What is OPEC? Why is it often called an “oil cartel”? Why has the UAE decided to leave? And what could happen next? And we'll do all of this while learning come new vocabulary and practicing your English listening comprehension! Conversation Club - ⁠https://thinkinginenglish.blog/patreon/conversation-clubs/⁠⁠ TRANSCRIPT - https://thinkinginenglish.blog/2026/06/08/391-why-is-the-uae-leaving-opec-and-what-is-opec-anyway-english-vocabulary-lesson/ AD Free Episode - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.patreon.com/thinkinginenglish⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Patreon - ⁠https://www.patreon.com/thinkinginenglish⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ YouTube Channel -⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@thinkinginenglishpodcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ INSTAGRAM - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/thinkinginenglishpodcast/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠) $10 Free Credits on iTalki (Affiliate Link) - https://www.italki.com/affshare?ref=af17506448 ⁠⁠⁠⁠⁠⁠⁠ My Editing Software (50 % Discount Affiliate Link) - https://descript.cello.so/BgOK9XOfQdD Borough by Blue Dot Sessions Contact ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠advertising@airwavemedia.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to advertise on Thinking in English. Thinking in English is part of the ⁠⁠⁠⁠⁠Airwave Media podcast network.⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

It's time to get serious about the effects of AI on how we work. Like every technological revolution, the advent of AI is causing tectonic shifts in labor. But this time, it's entry-level and white color jobs that are feeling the effects. Georgios Petropoulos join David Rothkopf to discuss his recent article in MIT Technology Review and share how young professionals can prepare themselves for this new reality and why a new social contract is necessary.  This material is distributed by TRG Advisory Services, LLC on behalf of the Embassy of the United Arab Emirates in the U.S.. Additional information is available at the Department of Justice, Washington, DC. Learn more about your ad choices. Visit megaphone.fm/adchoices

It's time to get serious about the effects of AI on how we work. Like every technological revolution, the advent of AI is causing tectonic shifts in labor. But this time, it's entry-level and white color jobs that are feeling the effects. Georgios Petropoulos join David Rothkopf to discuss his recent article in MIT Technology Review and share how young professionals can prepare themselves for this new reality and why a new social contract is necessary.  This material is distributed by TRG Advisory Services, LLC on behalf of the Embassy of the United Arab Emirates in the U.S.. Additional information is available at the Department of Justice, Washington, DC. Learn more about your ad choices. Visit megaphone.fm/adchoices

Pope Leo sent some strong messages about AI in his 42,000-word essay last week. Is the Pope anti-AI? What risks and benefits of AI does the Pope highlight? What impact will the Pope's essay have, including with big tech companies? Join host David Sandalow as he explores these questions and more with Paolo Carroza, a Professor of Law at Notre Dame and Co-Chair of the Meta Oversight Board. This material is distributed by TRG Advisory Services, LLC on behalf of the Embassy of the United Arab Emirates in the U.S.. Additional information is available at the Department of Justice, Washington, DC. Learn more about your ad choices. Visit megaphone.fm/adchoices

President Trump claims Iran "really wants to make a deal" even as the U.S. and Tehran continue to exchange military strikes against each other. US CENTCOM says the military has conducted "measured and deliberate" strikes in response to Iran shooting down a US drone that was operating over international waters. Meanwhile, Gulf Arab states are once again worried they will be drawn into the conflict after Kuwait came under attack by Iran again this week. FOX's Eben Brown speaks with Jeff Paul, FOX News foreign correspondent reporting from Dubai, who says the United Arab Emirates have the same fears of escalation in the region as the conflict drags on. Click Here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To Follow 'The FOX News Rundown: Evening Edition' Learn more about your ad choices. Visit podcastchoices.com/adchoices

Pope Leo sent some strong messages about AI in his 42,000-word essay last week. Is the Pope anti-AI? What risks and benefits of AI does the Pope highlight? What impact will the Pope's essay have, including with big tech companies? Join host David Sandalow as he explores these questions and more with Paolo Carroza, a Professor of Law at Notre Dame and Co-Chair of the Meta Oversight Board. This material is distributed by TRG Advisory Services, LLC on behalf of the Embassy of the United Arab Emirates in the U.S.. Additional information is available at the Department of Justice, Washington, DC. Learn more about your ad choices. Visit megaphone.fm/adchoices

President Trump claims Iran "really wants to make a deal" even as the U.S. and Tehran continue to exchange military strikes against each other. US CENTCOM says the military has conducted "measured and deliberate" strikes in response to Iran shooting down a US drone that was operating over international waters. Meanwhile, Gulf Arab states are once again worried they will be drawn into the conflict after Kuwait came under attack by Iran again this week. FOX's Eben Brown speaks with Jeff Paul, FOX News foreign correspondent reporting from Dubai, who says the United Arab Emirates have the same fears of escalation in the region as the conflict drags on. Click Here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To Follow 'The FOX News Rundown: Evening Edition' Learn more about your ad choices. Visit podcastchoices.com/adchoices

President Trump claims Iran "really wants to make a deal" even as the U.S. and Tehran continue to exchange military strikes against each other. US CENTCOM says the military has conducted "measured and deliberate" strikes in response to Iran shooting down a US drone that was operating over international waters. Meanwhile, Gulf Arab states are once again worried they will be drawn into the conflict after Kuwait came under attack by Iran again this week. FOX's Eben Brown speaks with Jeff Paul, FOX News foreign correspondent reporting from Dubai, who says the United Arab Emirates have the same fears of escalation in the region as the conflict drags on. Click Here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To Follow 'The FOX News Rundown: Evening Edition' Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ethiopians are heading to the polls for general elections that Prime Minister Abiy Ahmed's Prosperity Party is expected to win. Ahmed, who has been in power since 2018, is accused of authoritarianism and of cracking down on dissent. With his "corridor project", launched in 2024, he wants to modernise the capital Addis Ababa and other cities. But the project has led to the mass eviction of over 10,000 people in Addis Ababa alone. FRANCE 24's Tom Canetti reports.

The National Security Hour with LTC Sargis Sangari – When American crude moves through a canal to refuel Asia, the balance shifts. When the United Arab Emirates leaves OPEC, that cartel loses its grip. When Russia sells trapped barrels on open markets, prices climb, and sanctions yield strange beneficiaries. Control of routes decides who can project strength. The Strait of Hormuz matters...

The National Security Hour with LTC Sargis Sangari – When American crude moves through a canal to refuel Asia, the balance shifts. When the United Arab Emirates leaves OPEC, that cartel loses its grip. When Russia sells trapped barrels on open markets, prices climb, and sanctions yield strange beneficiaries. Control of routes decides who can project strength. The Strait of Hormuz matters...

We are now recording an audio version of written posts that we will upload to Apple, Spotify, and YouTube, which you can listen to by clicking the button the play button above.As the Strait of Hormuz (SoH) Crisis completes its third month and on-again/off-again peace talks drag on, we are starting to see the outlines of various structural themes emerging, and, as importantly, some that are not. Thematically we see the following:* Power Surge! Our Power Surge! super-cycle theme has not only not been knocked off track by the SoH Crisis, but has likely been enhanced based on “the four Ds” of pragmatic energy policy orientation we discuss below. Recently completed 1Q 2026 earnings season shows the AI (artificial intelligence) and broader digital transformation theme is as strong as ever.* Geopolitical Super Vol. Geopolitical Super Vol remains our commodity macro framework, in particular for crude oil prices. Since Russia-Ukraine and through SoH-to-date, we have resisted crude oil super-cycle framings while also, importantly, rejecting perma bear doom-and-gloom. The unforgiving math of global oil demand being forced down to circa 95 million b/d of supply from around 105 million b/d pre-crisis suggests recession is the most likely clearing mechanism rather than a structural increase in long-dated oil prices in the event a significant disruption to flows persists. To be clear, we do see scope for a modest increase in long-end oil on the order of $10/bbl to account for both cost inflation and an increased geopolitical risk premium.* Molecules to markets. In our view, getting molecules to markets is the more pressing strategic imperative for countries than simply trying to find the molecules in the first place. In traditional energy, this puts a premium on well-positioned midstream and downstream assets. In the upstream business, there is always an opportunity to find acreage that is well positioned on the future cost curve. Having a midstream or downstream solution (e.g., LNG) may be an increasing success factor for larger E&P (exploration and production) companies.* New business models > pure-play (for larger companies). The era of extreme pure-play specialization we think will fade, or at least will no longer be the dominant ask of investors. Business model evolution is likely to continue to separate leaders from laggards. Examples we find intriguing include pressure pumpers and midstream companies diversifying into behind-the-meter (BTM) power, US shale gas producers expanding into midstream and potentially LNG, refiners that have grown midstream capabilities, midstream companies that have grown export opportunities, and the expanded commercial trading opportunities that larger companies have pursued. The list is growing.* Brownfield > greenfield (usually). The advantage of doing more from existing assets is something both countries and companies have in common. Brownfield almost always beats greenfield on profitability and speed-to-market, though a best-in-class greenfield project like Guyana oil is the type of exception that exists to the general rule.From an energy policy perspective, the Strait of Hormuz Crisis reveals what we are now calling the four Ds of country-level energy policy aspiration:* Do as much Domestic production as possible;* Diversify energy sources and technologies;* Do more from existing assets; and* embrace Digital transformation and AI.Subscribe to Super-Spiked to receive all content via email. Also available on https://veriten.com.The Four Ds of Pragmatic Energy PolicyThe four Ds are the pragmatic policy implication of country leaders recognizing energy's natural hierarchy of needs (Exhibit 1). On the right side of Exhibit 1, we rank (higher on list is better) resource rich countries and resource challenged areas in terms of federal policy orientation that recognizes energy's natural hierarchy of needs and implementation of the four Ds relative to a given country's strengths and weaknesses.Saudi Arabia and United Arab Emirates among resource rich regions and China among resource challenged areas we see as having favorable federal energy policy orientations. Laggards are not surprising: Western Europe, California, Canada, and Australia. What KSA, UAE, and China have in common are national leadership that emphasizes the ideas of “all of the above,” maximum (or optimal) output of what you can control, and unapologetic “their own country first” mentalities.Super-Spiked subscribers know we have a very favorable view of Canada's oil and gas potential and the leading companies in the province of Alberta. We had an unfavorable view of the federal energy policies pursued by the prior Trudeau regime, with the jury out on the current Carney administration. On the latter, we appreciate that the rhetoric has improved off a low starting point. The proof will be in the policy implementation pudding.No country should aspire to follow the path of California or Western Europe and their “climate first” ideology (dishonorable mention goes to many states in the US northeast). Sadly, poor energy policy choices made in those areas are going to mean that less fortunate consumers and businesses in developing Asia suffer from being outbid for needed energy like LNG, jet fuel, and diesel during times of stress, as we last saw in the early days of Russia-Ukraine. It has been some time since we have done a deep dive on Australia; our sense would be that it is in the Canada category of having substantial oil and gas resources that the world would massively benefit from, but is being held back by ill-advised climate-first ideology by its national leaders.Exhibit 1: A Hierarchy of Energy Needs & Country Policy Objectives and OrientationSource: Veriten.Doing More From Existing AssetsIn previous issues of Super-Spiked, we have discussed three of the Ds: do as much domestic production as possible, diversify energy sources and technology, and embrace digital transformation and AI. Therefore, in this post we will expand on the “do more from existing assets” theme.* A major advantage the developed world has over China, India, and other developing areas is a large installed base of assets and infrastructure. Prematurely retiring old power plants in the name of “energy transition” and “The Climate Crisis” is the type of 2020-2023 mistake that has hurt competitiveness and affordability in the United States and Western Europe. In power generation, we are intrigued with trying to answer the question of how much new generation from legacy sources (e.g., natural gas, BTM, and traditional nuclear) is needed versus how much new generation technology is needed (e.g., fuel cells, enhanced geothermal, advanced nuclear) versus how much can existing grid utilization be improved via flexible loads and various grid enhancing technologies. How much more can we get from existing is important to how much we need from the other two options.* In crude oil markets, we do not believe there is the urgency to figure out “what's next” from a resource perspective as there was in the 2004-2014 super-cycle. To be clear, this comment is intended at the macro level; individual companies are almost always in need of figuring out what's next. Exploration and capital spending is likely to grow but we do not believe the kind of re-rating that happened during China/BRICs is warranted now. Rather we are most intrigued with what companies are doing to extend asset life (i.e., resource to production ratio) via a combination of technology application, business development, and midstream/downstream investment that can ensure molecules get moved to markets and turned into usable end products. Ironically, the Middle East looks like a compelling upstream opportunity for western oil and gas firms, given improved fiscal terms in certain areas. We have long held a favorable view of Canada (our concerns about its federal energy policies notwithstanding) and Alaska. Recent developments in many Latin American countries warrant a fresh look at the region for western players.* The largest areas that seem ripe to “do more from existing” include US shale oil, US shale gas, Middle East oil, Canada's oil sands, Venezuela oil, and developed market power grids.Growth and opportunityThe five areas of energy where we are most confident in growth include:* US and global power generation* Midstream and downstream infrastructure for crude oil and various metals and minerals* Grid enhancing technologies* US and global natural gas* Renewables and storageThe long-term opportunity to grow nuclear power is going to prove to be compelling for many countries, justifying the required patience in terms of time to development. Nuclear is the ultimate baseload, domestic, clean energy source.We remain open-minded about emerging and new energy technologies. We are seeing current growth in fuel cells and optimism about enhanced geothermal on the power generation side of the business. The SoH Crisis will accelerate adoption of electric vehicles and LNG trucks in particular in oil importing countries for diversification and affordability reasons.The success of new business models should diminish investor and activist demand for pure-playsThere is a misperception that investors prefer pure-plays or that investors only want more dividends and stock buybacks. Investors prefer companies that generate superior profitability with differentiated growth. Both are needed to sustainably outperform: profitability AND growth.The challenge in mature, cyclical sectors is that corporate over-enthusiasm for growth usually erodes profitability to the point where investors demand a disavowal of growth in favor of profitability and returning capital to shareholders. To be sure, if structural demand growth for a given commodity is something like 1%-2% per year, the expected growth rates for the largest companies within that sector is unlikely to be any more than +/- 1%-2% of the broader demand trajectory.As businesses mature and growth slows, the demand by investors to focus on sub-parts of the business often increases in order to enhance the combination of per share growth and profitability for a particular business segment. The post-2014 oil super-cycle bust and growth in U.S. shale turbocharged the demand for pure-plays, especially within the traditional oil & gas value chains. Certain pure-play shale oil producers, midstream companies, and refiners in fact performed exceptionally well.Power is clearly in a super-cycle and traditional oil and gas is operating with a Geopolitical Super Vol macro backdrop (a dramatic improvement from the post super-cycle bust phase of 2015-2020) and business opportunities abounding in the different product lines and geographies.SoH Crisis FAQQuestion 1: Has an oil super-cycle begun?Answer: No. Our core view remains Geopolitical Super Vol, not super-cycle.Q2: Have the odds of “peak oil demand” increased?A: No, we don't think so. However, we are concerned that if the Strait remains significantly disrupted that the painful adjustment down in global oil demand could mean that we spend a good part of the remainder of this decade recovering back to pre-crisis demand levels as incremental supply is brought online. In our view, the timing of a more permanent peak in oil demand is unknowable so long as the other seven billion people on Earth continue to use only a fraction of the energy The Lucky 1 Billion of Us take for granted.Q3: Isn't AI and the resulting power demand growth forecasts a bubble waiting to pop?A: No or, perhaps more accurately, not at this time. The fact that numerous stock markets like the U.S. (S&P 500), Japan (NIKKEI), and South Korea (KOSPI) are at or near all-time highs may indeed reflect complacency with the risk of global recession due to the ongoing SoH Crisis. We would differentiate stock market complacency with an AI bubble. We see it in the areas where we spend a lot of time: digital transformation and the application of AI is a game changer for numerous businesses. The stock market may well experience a major correction if the world tips into recession. Whatever short-term setback that might mean for near-term power generation we think would be akin to the Great Financial Crisis hit to oil demand in the middle of the China/BRICs super-cycle of 2004-2014, i.e., it was temporary.Q4: Don't investors prefer “pure-plays” over diversified companies? A: That view is missing our point. Investors prefer companies with competitive profitability and differentiated growth opportunities. The demand for “pure-plays” typically is the result of a mature sector experiencing a structural downcycle and investors being disappointed on both profitability and growth. And for sure, some companies should remain as pure-plays. The larger a company's market capitalization and overall size, the less we think a pure-play business model makes sense, be it basin or geography or asset type or business line. For small-caps and new technologies, the pure-play business model is often logical.Q5: So E&Ps will merge with refiners?A: No, we aren't expecting that type of integration or diversification. A future “integrated E&P” likely means some combination of midstream and commercial exposure as opposed to a historical upstream-refining mix, as an example.⚡️On A Personal Note: Work Hard. Golf Hard.It's been a great three-week stretch of Spring golf ramp-up. 8 rounds in 5 days in and around Troon, Scotland the first week of May and then our NJ club's flagship member-member Governor's Trophy tournament over Memorial Day weekend featuring 45 holes of match play over 2 days. Day 2 of Governor's featured a good Scottish cold snap of low 50s weather and a light drizzle. Glad my rain pants got more work in and happy to be in sunny Houston as I finish writing this.At Governor's you can always see the short-game comfort from the returning Florida crowd versus those that stayed north over what is typically a 4-5 month winter hiatus. I failed to take advantage of part-time Houston residency this past winter and my partner and I didn't win our flight for the first time since 2021. Five 3 puts—FIVE!!!—from yours truly in Round 2 and two more missed make-able putts in Round 3 were seven half-point giveaways we did not overcome. Based on my accounting, my partner cost us only 2 points versus my 3.5, so the disappointing performance is on me. I'll need a stricter winter routine next year.I will say the Scotland golf intensity helped stamina at Governor's. The intensity and deliberate pace of hole-by-hole match play is usually mentally and physically draining. I didn't feel that this year. For future reference: I need to play 36 more often! It forces an easier swing. It improves mental resilience. Seems better than a cold plunge.Does a high level of golf intensity make you a better energy equity analyst, advisor, or board member? For sure it does. There is no question about this. Are we advising our companies to settle for mediocrity? That an 8% return on capital is good enough? That sector average TSR is fine? Of course not.Work Hard. Golf Hard.A Lot of Great Golf In Scotland: Western Gailes Near The Top Of My ListSource: Super-Spiked selfie.The Calm Before The Governor's Trophy StormSource: Super-Spiked.⚖️ DisclaimerI certify that these are my personal, strongly held views at the time of this post. My views are my own and not attributable to any affiliation, past or present. This is not an investment newsletter and there is no financial advice explicitly or implicitly provided here. My views can and will change in the future as warranted by updated analyses and developments. Some of my comments are made in jest for entertainment purposes; I sincerely mean no offense to anyone that takes issue.Subscribe to Super-Spiked to receive all content via email. Also available on https://veriten.com. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit arjunmurti.substack.com

For review:1. The head of the U.S. military's Southern Command met with top Cuban military officials Friday at the edge of the American naval base at Guantanamo Bay.2. Israeli Prime Minister Benjamin Netanyahu confirmed Friday that troops of the IDF's 36th Division have crossed Lebanon's Litani River. PM Netanyahu:  “Our forces crossed the Litani, and they've advanced to the dominating terrain,” Netanyahu said on a visit to troops on the northern border. “We're also operating in Beirut, and in the Beqaa, across the entire front, and hitting Hezbollah hard.”3. The International Stabilization Force for Gaza was announced with great aplomb at the inaugural meeting of US President Donald Trump's Board of Peace in February.Three months on, none of the five countries that pledged troops have made any significant contributions. Hamas has refused to disarm and Israel has seized more territory while continuing to strike terror targets.4. US President Donald Trump announced on Friday that he was entering the White House Situation Room to make a “final determination” on a MOU to extend the ceasefire with Iran and reopen the Strait of Hormuz.5. The proportion of vessels not linked to Iranian ownership that are transiting the Strait of Hormuz has risen, according to data from maritime firm Lloyd's List Intelligence shared Thursday.6. The United Arab Emirates launched dozens of airstrikes in Iran in the first days of the US-Israeli war on Iran, and after the ceasefire in April was announced, according to a WSJ report published Friday.7. Norway's Foreign Minister Espen Barth Eide said Thursday that Europe cannot combine its strong backing for Ukraine with a neutral mediator role in future peace talks, as EU foreign ministers met informally in Lemesos, Cyprus.8. NATO accused Moscow on Friday of reckless behavior and pledged to “defend every inch of Allied territory” after Romania said a Russian drone had crashed into an apartment block in the alliance member state during an attack on neighboring Ukraine.Russia's TASS news agency cited Kremlin spokesman Dmitry Peskov as saying President Vladimir Putin had been informed about the incident.

My talk with David starts at 28 mins Subscribe and Watch Interviews LIVE : On YOUTUBE.com/StandUpWithPete ON SubstackStandUpWithPete Stand Up is a daily podcast. I book,host,edit, post and promote new episodes with brilliant guests every day. This show is Ad free and fully supported by listeners like you! Please subscribe now for as little as 5$ and gain access to a community of over 750 awesome, curious, kind, funny, brilliant, generous souls Subscribe to Rothkopf's new Substack  https://davidrothkopf.substack.com/ Follow Rothkopf Listen to Deep State Radio Read Rothkopf at The Daily Beast Buy his books David Rothkopf is CEO of The Rothkopf Group, a media company that produces podcasts including Deep State Radio, hosted by Rothkopf. TRG also produces custom podcasts for clients including the United Arab Emirates. He is also the author of many books including Running the World: The Inside Story of the National Security Council and the Architects of American Power, Superclass, Power, Inc., National Insecurity, Great Questions of Tomorrow, and Traitor: A History of Betraying America from Benedict Arnold to Donald Trump. Listen rate and review on Apple Podcasts Listen rate and review on Spotify Pete On Instagram Pete on Blue Sky Pete on Threads Pete on Tik Tok Pete on Twitter Pete Personal FB page Stand Up with Pete FB page All things Jon Carroll  Gift a Subscription https://www.patreon.com/PeteDominick/gift Send Pete $ Directly on Venmo  

Welcome to The Times of Israel's Daily Briefing, your 20-minute audio update on what's happening in Israel, the Middle East and the Jewish world. US bureau chief Jacob Magid joins host Amanda Borschel-Dan for today's episode. US President Donald Trump indicated during a Wednesday cabinet meeting that progress in talks with Iran on a deal to end the war had slowed, departing from his assertion at the start of the week that an agreement was nearly finalized. On Thursday, Israelis awoke to the news that the US had struck Iranian targets for a second time this week for "defensive" purposes. Later in the morning, it was reported that Iran’s Islamic Revolutionary Guard Corps targeted an American base in retaliation for US strikes on the country’s south. At the same time, Prime Minister Benjamin Netanyahu has instructed the IDF to broaden its activities against Hezbollah in southern Lebanon. Magid helps us unravel where things stand in the negotiations, even as the ceasefire appears to be evermore fragile and the chances for a deal increasingly remote. Also during the Wednesday cabinet meeting, for the second time this week, the president suggested he may not sign a deal with Iran if neighboring Gulf countries do not normalize ties with Israel under the Abraham Accords. Magid explains how this stance could actually blow up in the face of the US. In the second half of our program, we turn to the leadership vacuum in the Gaza Strip. Hamas on Wednesday confirmed the death of Mohammed Odeh, the newly appointed head of the terror group’s military wing, who Israel killed in a strike in Gaza City. Whatever happened with last month's elections to appoint a new Hamas head? And finally, we hear the scoop behind Shin Bet chief David Zini's meeting with the Palestinian Authority’s exiled former Gaza security chief Mohammed Dahlan during a recent visit to the United Arab Emirates. Check out The Times of Israel's ongoing liveblog for more updates. For further reading: Trump says US ‘not satisfied’ in talks with Iran, days after claiming deal imminent Soldier killed in Hezbollah drone attack as Israel widens strikes on terror group Hamas confirms death of military chief Mohammed Odeh; defiant funeral held in Gaza City Shin Bet head met exiled PA Gaza security chief Dahlan in UAE — sources Subscribe to The Times of Israel Daily Briefing on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. This episode was produced by Ari Schlacht.See omnystudio.com/listener for privacy information.

Iran's Foreign Ministry has condemned the "flagrant and unjustified" ceasefire violations by the United States in the Strait of Hormuz, noting that these took place despite ongoing diplomatic efforts mediated by Pakistan.伊朗外交部抨击美国在霍尔木兹海峡“明目张胆”违反停火，强调此举发生在巴基斯坦积极调停之际，是对外交努力的公然挑衅。In the latest developments, an Islamic Revolutionary Guard Corps official said a renewed war with the US is unlikely, but warned that Tehran stands ready to repel any attack, Al Jazeera reported.据半岛电视台报道，最新进展中，一名伊斯兰革命卫队官员表示，与美国再次开战的可能性不大，但警告称，德黑兰已准备好击退任何攻击。"The possibility of war is low because of the enemy's weakness, but the armed forces are lying in wait," said Mohammad Akbarzadeh, a commander of the IRGC Navy.伊斯兰革命卫队海军指挥官穆罕默德·阿克巴尔扎德说：“由于敌人的弱点，战争的可能性很低，但武装部队正在严阵以待。”In a statement issued on Tuesday, reported by Mehr News Agency, the foreign ministry slammed the US Army for continuing its "illegal and unjustifiable actions" since the announcement of the ceasefire on April 8.据梅尔通讯社报道，伊朗外交部在周二发布的一份声明中痛斥美国军队自4月8日宣布停火以来仍旧继续采取“非法且不合理的行动”。The ministry said the US had committed "a flagrant violation of the ceasefire in the Hormozgan region over the past 48 hours", particularly following "multiple instances of maritime piracy against Iranian commercial vessels".外交部表示，美国“在过去48小时内公然违反霍尔木兹甘地区的停火协议”，尤其是在“多次对伊朗商船实施海上海盗行为”之后。The US has said its attacks were defensive in nature, targeting missile sites and boats attempting to lay mines.美国表示，其攻击本质上是防御性的，目标是导弹发射场和试图布设水雷的船只。In his call with Qatari Emir Sheikh Tamim bin Hamad Al Thani and other regional leaders, Iranian President Masoud Pezeshkian reaffirmed Tehran's readiness to establish a "dignified framework" aimed at ending the ongoing fighting and regional tensions.伊朗总统马苏德·佩泽希齐扬在与卡塔尔埃米尔谢赫塔米姆·本·哈马德·阿勒萨尼等地区领导人通话中重申，德黑兰愿打造一个“有尊严的框架”，从而结束当前冲突，缓解地区紧张局势。Pezeshkian spoke with heads of state from several mostly Muslim-majority countries on the occasion of Eid al-Adha.借宰牲节之机，佩泽希齐扬与多国穆斯林领导人进行了电话沟通。He and his Egyptian counterpart, Abdel Fattah El-Sisi, exchanged greetings on Tuesday. They also underscored the necessity of Islamic unity and indicated a new chapter in regional relations.5月26日，伊朗总统佩泽希齐扬与埃及总统塞西互致问候。双方强调伊斯兰团结的必要性，此举预示地区关系将开启新篇章。Pezeshkian emphasized the need to strengthen cooperation across the Islamic world and expand bilateral relations between Tehran and Kuala Lumpur in his phone call with Malaysian Prime Minister Anwar Ibrahim.在与马来西亚总理安瓦尔·易卜拉欣的通话中，佩泽希齐扬强调，有必要加强整个伊斯兰世界的合作，并扩大德黑兰与吉隆坡之间的双边关系。Meanwhile in the US, President Donald Trump was expected to meet with his Cabinet on Wednesday at a precarious moment for talks aimed at ending the conflict with Iran.与此同时，美国总统特朗普预计将于5月27日与内阁会面，此时正值结束伊朗冲突的谈判进入微妙关头。He took to social media on Tuesday to grumble that even if Tehran were to offer a complete surrender, the media would paint the end of the conflict as Iran scoring "a masterful and brilliant victory".他5月26日在社交媒体上抱怨称，即使德黑兰完全投降，媒体也会把冲突的结束描绘成伊朗取得了“一场巧妙而辉煌的胜利”。US Secretary of State Marco Rubio said negotiations between the US and Iran on extending the ceasefire and reopening the Strait of Hormuz will take "a few more days".美国国务卿马尔科·鲁比奥表示，美国与伊朗关于延长停火和重新开放霍尔木兹海峡的谈判将“还需要几天”。According to Iranian sources, an initial deal would end hostilities on all fronts, get traffic moving through the strait within 30 days, and possibly provide some financial relief.据伊朗消息，初步协议将全面结束敌对行动，30天内恢复海峡通航，并可能提供一定经济援助。More difficult issues such as Iran's nuclear program would be negotiated in the second phase. Iran has been allowing some ships through the strait, giving preference to vessels linked to countries with which it has close ties, Reuters has reported.据路透社报道，伊朗核计划等更为棘手的问题将在第二阶段进行谈判。与此同时，伊朗已允许部分船只通行霍尔木兹海峡，并优先放行那些与其关系密切国家的船只。The conflict, which began on Feb 28, has caused an unprecedented oil supply shock, pushing up the costs of fuel, fertilizer and food. Traffic through the Strait of Hormuz, which normally carries about a fifth of global trade in oil and liquefied natural gas, has been a fraction of its usual level since the fighting began.这场始于2月28日的冲突引发了前所未有的石油供应冲击，推高了燃料、化肥及食品价格。霍尔木兹海峡平时承载全球约五分之一的石油与液化天然气贸易，但开战以来，通航量仅剩正常水平的一小部分。The IRGC Navy said in a statement on Tuesday that as many as 25 other ships and oil tankers have been able to transit through the strait in coordination with the IRGC naval forces, Iranian media reported.据伊朗媒体报道，伊斯兰革命卫队海军5月26日在一份声明中称，在与革命卫队海军的协调下，已有多达25艘其他船只和油轮通过海峡。Also on Tuesday, the United Nations Security Council condemned what it said was an "egregious drone attack" that targeted an electricity generator outside the inner perimeter of the Barakah nuclear power plant in the United Arab Emirates on May 17.5月26日，联合国安理会也对5月17日阿联酋巴拉卡核电站内围外一台发电机遭到的“严重无人机袭击”表示谴责。Strait of Hormuz /streɪt əv hɔːˈmuːz/霍尔木兹海峡mediated by /ˈmiːdieɪtɪd baɪ/由……调停Islamic Revolutionary Guard Corps (IRGC) /ɪzˈlæmɪk ˌrevəˈluːʃənəri ɡɑːd kɔː/伊斯兰革命卫队lie in wait /laɪ ɪn weɪt/埋伏，严阵以待lay mines /leɪ maɪnz/布设水雷Eid al-Adha /iːd æl ˈɑːdə/宰牲节underscore /ˌʌndəˈskɔː/强调precarious /prɪˈkeəriəs/不稳定的，微妙的grumble /ˈɡrʌmbəl/抱怨，发牢骚Barakah nuclear power plant /bəˈrɑːkə ˈnjuːkliə ˈpaʊə plɑːnt/巴拉卡核电站

The Pope has spoken on AI, and he has some concerns. The Pope's new encyclical warns of profound dangers associated with artificial intelligence and calls for global action. He's not the only one concerned with ensuring AI benefits everyone. Professor Alondra Nelson joins David Rothkopf to explain the need for auditing artificial intelligence, the need for responsible regulation, and more.  This material is distributed by TRG Advisory Services, LLC on behalf of the Embassy of the United Arab Emirates in the U.S.. Additional information is available at the Department of Justice, Washington, DC. Learn more about your ad choices. Visit megaphone.fm/adchoices

The global oil market has been especially volatile this year, but the United Arab Emirates' decision to cease its OPEC membership provided another jolt. Today, we dig into why the UAE chose this path and the potential implications for the global market and U.S. producers.

The Pope has spoken on AI, and he has some concerns. The Pope's new encyclical warns of profound dangers associated with artificial intelligence and calls for global action. He's not the only one concerned with ensuring AI benefits everyone. Professor Alondra Nelson joins David Rothkopf to explain the need for auditing artificial intelligence, the need for responsible regulation, and more.  This material is distributed by TRG Advisory Services, LLC on behalf of the Embassy of the United Arab Emirates in the U.S.. Additional information is available at the Department of Justice, Washington, DC. Learn more about your ad choices. Visit megaphone.fm/adchoices

Headlines:Israeli media reported that Shin Bet chief David Zini met with former Palestinian Authority security official Mohammad Dahlan in the United Arab Emirates.The regime in Iran executed a man accused of spying on behalf of the Mossad.The IDF expanded operations in Lebanon, pushing past the ceasefire line delineated in April — the so-called “Yellow Line.Iranian hackers were responsible for a breach of the Los Angeles transport authority earlier this year. An Israeli cybersecurity firm traced digital evidence to a known operation that's believed to be affiliated with Tehran.--FDD Executive Director Jon Schanzer provides timely situational updates and analysis, followed by a conversation with UK international lawyer and barrister Natasha Hausdorff.Learn more at: https://www.fdd.org/fddmorningbrief

The practice of healthcare is inherently powerful, and our patients are vulnerable to our power. Though power can be abused, the righteous use of power, for the benefit of the vulnerable, is profoundly Christlike. We will explore the lessons of power which help us understand our roles, including the fundamental nature of professionalism and key kingdom strategies of healthcare missions.

Several children and adults have been killed in a collision between a train and a school bus in Belgium. Federal police said the vehicle had been on its way to a special education school. Police have launched an investigation into the crash, with officials saying safety barriers on the level crossing had been down.Also: Iran vows to retaliate after Monday's US strikes. Israel says it will intensify its attacks against Hezbollah, as Lebanon reports multiple casualties in overnight strikes. A human rights watchdog has found evidence that the United Arab Emirates recruited Colombian soldiers to fight alongside paramilitary forces in Sudan. In Sydney, a light show is cancelled after 89 drones fall into Darling Harbour. And experts involved in the rescue of teenagers from a cave complex in Thailand in 2018 are called to search for seven people trapped in a Laos cave. Protected birds of prey are being illegally killed in Britain, conservationists say. And Ferrari unveils its first fully electric car.The Global News Podcast brings you the breaking news you need to hear, as it happens. Listen for the latest headlines and current affairs from around the world. Politics, economics, climate, business, technology, health – we cover it all with expert analysis and insight. Get the news that matters, delivered twice a day on weekdays and daily at weekends, plus special bonus episodes reacting to urgent breaking stories. Follow or subscribe now and never miss a moment. Get in touch: globalpodcast@bbc.co.uk

By Selva Ozelli Esq, CPA, Author of Sustainably Investing in Digital Assets Globally This is the second article in a series of articles I am writing for Irish Tech News to explore the financial, technical, legal aspects of utilizing space solar energized orbital data centers that are rapidly evolving into "AI Factories, designed specifically to convert massive amounts of electrical power into intelligence, measured in tokens" around the world. The US Space Race My new series is a follow up to an interview ITN conducted with me in 2020 exploring how space solar energy could sustainably energize the tokenization of the global financial markets which is projected to grow to multi-trillion dollars by the end of the decade. The shift toward space-solarized data infrastructure is accelerating in the US rapidly following the historic March 1, 2026, drone strikes on AWS data centers in the United Arab Emirates and Bahrain which has extended during April and May. Executed by Iran's Islamic Revolutionary Guard Corps (IRGC), these kinetic strikes marked the first time commercial hyperscale data centers were directly targeted and physically damaged in active warfare. The attacks caused prolonged service disruptions, exposed the vulnerability of terrestrial tech infrastructure, and proved that earth bound data centers are now prioritized military targets. As detailed in the table below US technology and aerospace companies are increasingly looking to space-solarized solutions to address the immense energy and cooling demands of AI, with several key initiatives emerging. US Tech and Aerospace Companies Focused on Space Solarized Data Centers Hyperscale Cloud Company Orbital Edge Computing Orbital Data Center/Number of Satellite Constellation Space Solar LEO Network Rocket Launch Robotics Amazon Web Services (AWS) Y Y, Blue Origin – Blue Ring spacecraft/ Project Sunrise 51,600 Y Y, Amazon LEO Y Y Microsoft Azure Y, Azure Space N, Sold Azure Orbital Ground Station N, Space Azure Solar Cell Tech N N Y Google Cloud Y, Space Llama Y, Project Suncatcher in partnership with Planet Labs a high-profile "moonshot" initiative aimed at building and deploying artificial intelligence (AI) data centers in space/81 Y N Space X Y, Google Deep Mind Meta N, Terrestrial Edge Computing N Y, Metasat & Overview Energy N, High-altitude, solar-powered drones (Aquila project) N Y Starcloud Y Y Partnership with AWS/88,000 Y Y, Starcloud-1 (November 2025): first test satellite containing an Nvidia H100 chip, that survived radiation and function in space. SpaceX Y Space X – Orbital Data Center Y Y/ 1,000,000 Y Starlink Y Y Nividia Y, NVIDIA Space-1 Vera Rubin computing platform Y Y Y Space X Y Atherflux rebranded to Cowboy Space Y Y/ 20,000 Y N N Y Lone Star Y, (2021) First data storage and edge processing test at International Space Station Y, Orbital and Lunar Data Center with NASA Y Y Space X Y Axiom Space Y, In March 2025, Axiom deployed Red Hat Device Edge on the ISS to test terrestrial cloud applications in space, serving as a prototype for ODC Nodes. Y Y Y Space X Y Two Distinct Approaches in Space Solarized Data Center Operations in the US US technology and space companies in a race are aggressively pursuing orbital and space-solarized data centers and are tackling these operations through two distinct methodologies: orbital data processing (in-space edge compute) and space-based terrestrial power harvesting. Both approaches aim to bypass the escalating energy demands, cooling constraints, and land footprint limitations of Earth-based data center infrastructure. The two approaches differ significantly in how they utilize space and solar resources. Here is a summary: Terrestrial vs. Space-Based AI Compute Constraint Terrestrial Data Centers Orbital Data Centers Power Source Strained local power grids Unlimited, direct solar energy Cooling High water and energy consumption Natural cold of space vacuum Space & Regulation Tight zoning laws and land limits No ter...

The Gulf is entering a period of profound geopolitical and economic uncertainty. As tensions around the Strait of Hormuz continue and global energy markets face mounting pressure, the United Arab Emirates has taken the extraordinary decision to leave OPEC, raising major questions about the future of energy coordination, regional alliances, and global economic stability.Today on The International Risk Podcast, we are joined by Dr Dania Thafer, one of the leading analysts of Gulf politics, energy security, and regional geopolitics. Dr Thafer is the Executive Director of the Gulf International Forum and an expert on Gulf security, political economy, and US Gulf relations.In this episode, we explore why the UAE chose to leave OPEC, how the conflict with Iran is reshaping Gulf strategy, the growing vulnerability of global chokepoints, the future of fossil fuel markets in an era of technological transformation, and what rising instability in the Gulf could mean for international trade, energy security, and the global economy.The International Risk Podcast brings you conversations with global experts, frontline practitioners, and senior decision-makers who are shaping how we understand and respond to international risk. From geopolitical volatility and organised crime, to cybersecurity threats and hybrid warfare, each episode explores the forces transforming our world and what smart leaders must do to navigate them. Whether you're a board member, policymaker, or risk professional, The International Risk Podcast delivers actionable insights, sharp analysis, and real-world stories that matter.Dominic Bowen is the host of The International Risk Podcast and Europe's leading expert on international risk and crisis management. As Head of Strategic Advisory and Partner at one of Europe's leading risk management consulting firms, Dominic advises CEOs, boards, and senior executives across the continent on how to prepare for uncertainty and act with intent. He has spent decades working in war zones, advising multinational companies, and supporting Europe's business leaders. Tell us what you liked!

Transforming healthcare delivery in resource-limited contexts around the world calls for compassionate, innovative solutions. Learn how The Luke Commission is bringing healthcare to the most isolated and underserved in Eswatini through a scalable model for advancing health equity.

On today's episode of the MeidasTouch Podcast, Ben, Brett, and Jordy break down another stunning Trump retreat as he backs away from his latest military threat against Iran just as Tehran moves to formalize control over the Strait of Hormuz. The brothers also discuss mysterious explosions at key energy facilities in Venezuela, Israel, and the United Arab Emirates; Trump's outrageous new scheme to funnel $1.776 billion in taxpayer money to January 6 insurrectionists; and the growing effort by Trump and parts of the media to manufacture consent for a potential war in Cuba. They also examine the geopolitical fallout from Trump's failed trip to Beijing as Xi Jinping and Vladimir Putin prepare for a major summit, while Trump ramps up threats against allies like Canada and Greenland. Plus, Volodymyr Zelenskyy turns the tables on Putin as Ukraine launches dramatic strikes on Moscow, and much more. Subscribe to Meidas+ at https://meidasplus.com Get Meidas Merch: https://store.meidastouch.com Deals from our sponsors!  Brodo: Go to https://Brodo.com/MEIDAS and use code MEIDAS to get 20% off your first order. Sundays for Dogs: Get 50% OFF your first order of Sundays. Go to https://sundaysfordogs.com/MEIDAS50 or use code: MEIDAS50 at checkout. 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. Fast Growing Trees: Get 15% OFF your first purchase at https://fastgrowingtrees.com/meidas when you use 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 Cult Conversations: The Influence Continuum with Dr. Steve Hassan: https://www.meidastouch.com/tag/the-influence-continuum-with-dr-steven-hassan 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

AP correspondent Charles de Ledesma reports the United Arab Emirates says drones targeting a nuclear power plant came from Iraq.

In this compelling episode of John Solomon Reports, we kick off Memorial Day week with a mix of breaking news and insightful discussions. John Solomon reflects on the significance of Memorial Day, honoring those who made the ultimate sacrifice for freedom. He shares personal memories while transitioning into the latest developments shaping our world.President Trump has just announced a delay in potential military action against Iran, citing encouraging negotiations led by key Arab allies—Qatar, Saudi Arabia, and the United Arab Emirates. Former National Security Council Chief of Staff Fred Fleitz joins us to discuss the implications of this diplomatic effort and the current state of the Iranian economy.Tragedy unfolds in San Diego as an active shooting incident at a prominent Islamic school results in multiple fatalities. John provides updates on the situation, including the police's classification of the incident as a hate crime and the safety of children and teachers at the school.In a critical segment on election integrity, we examine the case of Brenda Lee Brown Armstrong, a signature collector charged with facilitating false voter registrations. Harmeet Dhillon sheds light on the ongoing efforts to combat election fraud, emphasizing the importance of restoring public trust in the electoral process.Lastly, we anticipate significant developments in the indictment of former Cuban President Raul Castro related to the 1996 shootdown of humanitarian flights. John highlights the long-standing demand for justice from the Cuban-American community and the expected charges that could finally hold Castro accountable.Stay tuned as Congresswoman Beth Van Duyne joins the show to discuss the alarming prevalence of fraud in various government programs, from Medicare to the H1B visa system, as well as important legislation concerning anti-Sharia movements in Texas, followed by insights from Fred Fleitz on Iran, and a health update from Dr. Chad Walding from NativePath.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of The President's Daily Brief: New U.S. intelligence suggests Chinese companies may be quietly working to funnel weapons to Iran through third-party countries, raising fresh concerns about covert military support for Tehran behind the scenes. President Trump arrives in Beijing for high-stakes meetings with Chinese President Xi Jinping, as both sides attempt to stabilize relations amid mounting tensions over trade, Taiwan, and the ongoing conflict in the Middle East. Reports continue to indicate the war with Iran has pushed Israel and the United Arab Emirates into an unprecedented level of military and intelligence cooperation behind closed doors. And in today's Back of the Brief—a mysterious Russian shipwreck is raising new questions after reports suggested the vessel may have been secretly transporting nuclear reactors to North Korea. To listen to the show ad-free, become a premium member of The President's Daily Brief by visiting https://PDBPremium.com. Please remember to subscribe if you enjoyed this episode of The President's Daily Brief. YouTube: youtube.com/@presidentsdailybrief Support Jimmy Lai: Free Jimmy Lai: Stand with the 78-year-old entrepreneur facing a life sentence for defending democracy in Hong Kong—visit https://supportjimmylai.com to take action now. Mars Men: For a limited time, our listeners get 50% off FOR LIFE, Free Shipping, AND 3 Free Gifts at Mars Men at https://Mengotomars.com Pocket Hose-Ballistic: Text PDB to 64000 for your 2 free gifts with the purchase of any Pocket Hose Ballistic hose. By Texting 64000, you agree to receive recurring automated marketing messages from Pocket Hose. Message frequency varies and data rates may apply. Text STOP at any time to opt out. Text HELP for additional Information. No purchase required. Terms apply, available at PocketHose.com/terms  Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to The Times of Israel's Daily Briefing, your 20-minute audio update on what's happening in Israel, the Middle East and the Jewish world. Editor David Horovitz joins host Amanda Borschel-Dan for today's episode. Prime Minister Benjamin Netanyahu’s coalition on Wednesday submitted a bill to dissolve the Knesset and trigger elections, as the government competed with the opposition to control the process of disbanding parliament and determining when voters will go to the ballot box. The bill did not specify an election date. Horovitz weighs in on the complexities and delves into the timing of the upcoming elections. Netanyahu announced yesterday that he had made a secretive visit to the United Arab Emirates and met with its leader, President Sheikh Mohammed bin Zayed, during the US-Israeli war with Iran earlier this year. For its part, the UAE has strongly denied that this visit took place. What's happening here? The Board of Peace’s Gaza envoy Nickolay Mladenov said at a briefing with foreign reporters in Jerusalem yesterday that Hamas is consolidating its power in the Strip, while dragging its feet in agreeing to a US-backed framework for handing over its weapons that has led to the stalling of plans to rebuild the war-damaged enclave. Horovitz explores these harsh truths. The New York Times published an opinion piece that alleged widespread rape of Palestinian prisoners in Israeli jails, including by dogs. Backlash, calling the entire article a "blood libel," has noted that Nicholas Kristof's article relied on sources that have alleged ties to the Hamas terror group or have praised it. Horovitz discusses the multi-layered issues surrounding this oped and how The Times of Israel has covered the allegations in it. To close out the program, we hear about The Times of Israel's policy on labeling the territories occupied by Israel since 1967 as the "West Bank," versus Judea and Samaria. Check out The Times of Israel's ongoing liveblog for more updates. For further reading: Bring it on? Why the ultra-Orthodox, the opposition, and maybe Netanyahu think earlier elections will work for them Coalition files bill to dissolve Knesset, doesn’t set an election date Netanyahu says he secretly visited the UAE during the Iran war, hails ‘historic breakthrough’ Accused of ‘blood libel,’ NYT defends column alleging Israeli rape of Palestinian inmates ‘Blood libel’: Israel rejects NYT column alleging widespread rape of Palestinian inmates Subscribe to The Times of Israel Daily Briefing on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. This episode was produced by Yitzchak Ledee.See omnystudio.com/listener for privacy information.

Recently, a listener wrote in with a question about OPEC and oil prices. She was prepping for a camping trip… thinking about how much it costs to fill up her diesel-guzzling camper van at the pump. “It would be so awesome if you guys could do an episode explaining OPEC to us,” she emailed us. She wanted to know: why does OPEC exist? Why does it limit the supply of oil? And now that the United Arab Emirates has dropped out, what will happen to gas prices?  We love when our listeners write in (and send us voice notes!). The simplest questions can reveal how the complicated web of the economy works.On our latest: we answer our listener's questions… and the questions behind those questions! Related episodes:• Chevron, Venezuela and the Paradox of Plenty  Book info. / Subscribe to Planet Money+Listen free: Apple Podcasts, Spotify, the NPR app or anywhere you get podcasts.Facebook / Instagram / TikTok / Our weekly Newsletter.This episode of Planet Money was produced by James Sneed with help from Willa Rubin. It was edited by Marianne McCune, fact-checked by Sierra Juarez, and engineered by Robert Rodriguez. Alex Goldmark is our executive producer. See pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.NPR Privacy Policy

In this episode of The PDB Afternoon Bulletin: New reporting says the United Arab Emirates has joined the fight against Iran, launching direct strikes on Iranian territory as the Gulf conflict quietly widened behind the scenes. Later in the show — reports suggest Pakistan may have quietly helped Iran shield military aircraft from possible U.S. strikes, even while publicly attempting to broker diplomacy between Tehran and Washington. To listen to the show ad-free, become a premium member of The President's Daily Brief by visiting https://PDBPremium.com. Please remember to subscribe if you enjoyed this episode of The President's Daily Brief.  YouTube: youtube.com/@presidentsdailybrief HomeServe: Protect your home systems from costly repairs with HomeServe—plans start at $4.99/month at https://HomeServe.com.  BUB Naturals: Live Better Longer with BUBS Naturals. For A limited time get 20% Off your entire order with code PDB at https://Bubsnaturals.com  Ridge Wallet: Upgrade your wallet today! Get 10% Off @Ridge with code PDB at https://www.Ridge.com/PDB#Ridgepod Learn more about your ad choices. Visit megaphone.fm/adchoices

The United Arab Emirates has fired multiple airstrikes against Iran, marking the first time an Arab nation has joined the U.S. and Israel in the air campaign against Tehran. The UAE seems to have been doing this quietly and not publicly acknowledging it. Meanwhile. U.S. Ambassador to Israel Mike Huckabee confirmed reports that Israel had sent an Iron Dome battery and personnel to operate the air defense system to the UAE. FOX's John Saucier speaks with Lucas Tomlinson, FOX News Channel (FNC) correspondent reporting from Dubai, United Arab Emirates, who says the United Arab Emirates are pushing back against Tehran's attempt drive a wedge between Gulf nations and the United States. Click Here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To Follow 'The FOX News Rundown: Evening Edition' Learn more about your ad choices. Visit podcastchoices.com/adchoices

Welcome to The Times of Israel's Daily Briefing, your 20-minute audio update on what's happening in Israel, the Middle East and the Jewish world. US bureau chief Jacob Magid joins host Jessica Steinberg for today's episode. Following US President Donald Trump's comment about the ceasefire with Iran being on "life support," Magid reports on possible Iranian willingness to give up on stockpiles of highly enriched uranium that are buried far underground and Trump's frustration when those terms weren't included in their latest proposal. The European Union approved a round of sanctions against violent Jewish settlers, and Magid names the settler organizations involved in establishing settlements and outposts and the individuals associated with them, which now won't have access to funds from Europe. A donation of $100 million from the United Arab Emirates will help set up a Gaza police force to maintain internal security in the Gaza Strip, reports Magid, although he notes that Prime Minister Benjamin Netanyahu is not fully on board with this latest Board of Peace plan. Yasser Abbas, the millionaire son of Palestinian Authority President Mahmoud Abbas, is up for a position on the powerful central committee of Fatah, and Magid discusses the possible scenarios that could take place during the upcoming conference. Magid briefly notes a slight kerfuffle between Israel's US ambassador Yechiel Leiter and several American Jewish organizations that are cosponsoring an event with the Spanish government that has been strongly critical of Israel. Check out The Times of Israel's ongoing liveblog for more updates. For further reading: Trump says Iran ceasefire ‘on life support’ after Tehran submitted ‘garbage’ proposal EU foreign ministers approve sanctions on violent Israeli settlers, Hamas leaders UAE sends Board of Peace $100 million for training of new Gaza police force — officials Abbas seen positioning son for Palestinian leadership, dismaying those seeking new blood Israeli envoy takes rare swipe at US Jewish groups for cosponsoring Spanish exhibit Subscribe to The Times of Israel Daily Briefing on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. This episode was produced by Ari Schlacht. IMAGE: US bureau chief Jacob Magid joins host Jessica Steinberg in today's Daily Briefing podcast. (ToI)See omnystudio.com/listener for privacy information.

P.M. Edition for May 11. When Spirit Airlines stopped flying earlier this month, it left dozens of planes scattered around the country. We hear from WSJ's Alison Sider about the plane repo men and what it takes to bring the jets back to the companies that own them. Plus, the Trump administration, worried about affordability ahead of November's midterms, plans to temporarily ease beef tariffs to lower grocery costs. And the Journal has learned that the United Arab Emirates has secretly carried out military strikes on Iran. Our reporter Shelby Holliday explains what drove the U.A.E. to become an active combatant in the war in the Gulf. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Leading the way in artificial intelligence doesn't just take the most powerful chips and biggest data centers — it takes a cultural shift towards AI literacy. Eric Xing, President of the MBZ University of Artificial Intelligence, joins David Rothkopf to share the unique approach the university takes to training the next generation of leaders in tech. Don't miss this important conversation covering an array of critical topics in the field of AI, including the incredible potential of “world models,” breakthroughs in bioscience, the need for human agency in the tech space, and more.  This material is distributed by TRG Advisory Services, LLC on behalf of the Embassy of the United Arab Emirates in the U.S.. Additional information is available at the Department of Justice, Washington, DC. Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to The Times of Israel's Daily Briefing, your 20-minute audio update on what's happening in Israel, the Middle East and the Jewish world. Diplomatic correspondent Lazar Berman joins host Amanda Borschel-Dan for today's episode. Yesterday, Iran handed over its much-anticipated response to the latest US peace proposal. US President Donald Trump quickly declared it "totally unacceptable." We delve into the ongoing skirmishes between Iranian drones and Gulf states, including Kuwait, Qatar and the United Arab Emirates, and speak about potential scenarios facing Trump in the near future. In a lengthy "60 Minutes" interview last night, Prime Minister Benjamin Netanyahu vowed that the war is “not over” despite Trump’s apparent desire to end hostilities and insistence that Iran had been roundly defeated. We hear highlights from what was on -- and off -- camera, including his quasi-acceptance of some responsibility for the October 7, 2023, massacre on Israeli soil. The US will host the third round of ambassador-level talks between representatives from Israel and Lebanon on May 14 and 15. What are the aims of the ongoing talks -- and how feasible is any kind of agreement as long as Hezbollah is still firmly entrenched in Israel's neighbor to the north? A former senior US official and a former senior Israeli official are offering a new vision to restart their nations' bilateral relationship. Berman met with former US ambassador to Israel Tom Nides and former IDF Military Intelligence chief Amos Yadlin last week and brings back a vision with some cautious optimism. Check out The Times of Israel's ongoing liveblog for more updates. For further reading: ‘Unacceptable’: Trump rejects Iran response to US peace offer, as Netanyahu insists war ‘not over’ UAE, Kuwait and Qatar all report drone attacks as Iran ramps up its threats Netanyahu concedes he bears some responsibility for Oct. 7, but says ‘everyone’ shares it IDF reservist killed in Hezbollah explosive drone attack in northern Israel Past top Israeli, US officials reveal new vision for ties rooted in tech partnership Subscribe to The Times of Israel Daily Briefing on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. Yitzhak Ledee filmed and edited this episode.See omnystudio.com/listener for privacy information.

If you ask people what they're most worried about affording these days, healthcare tops the list (now tied with gas). And that concern may translate to a wave of resentment at the ballot box: About 90% of people say healthcare costs will influence whether and how they vote in November, and more than half say it will have a major impact. Then, the United Arab Emirates wants a currency swap with the United States. We explain.

The man accused of the latest assassination attempt against President Donald Trump made his first court appearance yesterday, and the way the judge treated him will shock you. The White House yesterday was forced to go into lockdown after someone shot toward Vice President JD Vance's location, where a Secret Service member promptly took him down. Charlamagne tha God responded to Glenn's critique of Charlamagne's coverage of the latest Trump assassination attempt, where he denounced political violence, but then appeared to justify it. Former White House press secretary Sean Spicer joins to discuss why Trump's second term will be the most consequential administration in history. Glenn explains why he believes Trump's foreign policy strategy focuses on controlling global choke points to secure America's dominance. Glenn discusses the Iranian strike on the United Arab Emirates and its implications for Iran and the United States. Glenn and Jason further discuss how Trump is handling the ongoing conflict in the Middle East. Lastly, Glenn and his team review the worst outfits from the 2026 Met Gala.  Learn more about your ad choices. Visit megaphone.fm/adchoices

P.M. Edition for May 5. After Iran's most recent attacks on the United Arab Emirates, the Trump administration is looking the other way. WSJ chief foreign-affairs correspondent Yaroslav Trofimov explains why the U.S. response is worrying its allies. Plus, China is pushing back against U.S. sanctions on Iranian oil. We hear from Journal chief China correspondent Lingling Wei, who writes the WSJ China newsletter, about why China is cracking down. And we're exclusively reporting that President Trump is pressuring FDA Commissioner Marty Makary to to approve flavored vapes. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

The ceasefire between the US and Iran is being tested after both sides fired shots in the Strait of Hormuz, prompting President Donald Trump to decline to say if the truce remains in place. In addition, the United Arab Emirates, a US ally, said that its air defenses “engaged” 19 Iranian missiles and drones and that a drone attack caused a fire at an oil port in the Fujairah region. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The tech bros could be in for a rude awakening come November. We've seen the big names in AI increasingly cozy up with Republicans, but they may have forgotten that there is another party is poised to get back into power. How is Silicon Valley going to respond to a future Democratic administration? Are tech bros hoping to tip the scales to the point where it doesn't matter who wins? GWU Professor and Tech Policy Press contributor Dave Karpf joins David Rothkopf to consider all this and more.  This material is distributed by TRG Advisory Services, LLC on behalf of the Embassy of the United Arab Emirates in the U.S.. Additional information is available at the Department of Justice, Washington, DC. Learn more about your ad choices. Visit megaphone.fm/adchoices

President Trump moves to escort ships trapped in the Persian Gulf through the Strait of Hormuz, and Iran answers by firing on tankers and hits the U.A.E. What are the President's options as a showdown in the Strait of Hormuz looms? Plus, Spirit Airlines shuts down, leaving thousands out of a job and questions about what could have prevented the end of the low-cost airline. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Supreme Court handed down two major rulings on redistricting and pregnancy center donor rolls, Elon Musk and Sam Altman face off in court, and oil markets recalibrate after the United Arab Emirates pulls out of OPEC. Reporting by Megan Basham. Plus, we speak to Erin Hawley, Andrew Marantz & E.J. Antoni. Get the facts first with Morning Wire.- - -Ep. 2762- - -Wake up with new Morning Wire merch: https://bit.ly/4lIubt3- - -Today's Sponsors:Alliance Defending Freedom - Visit https://JoinADF.com/WIRE or text 'WIRE' to 83848 to learn more.Goldbelly - Go to https://goldbelly.com and get 20% off your first order + free shipping with promo code WIRE.Comcast - Learn more about how Comcast is investing in a more connected America at https://ComcastCorporation.com/investment- - -Privacy Policy: https://www.dailywire.com/privacymorning wire,morning wire podcast,the morning wire podcast,Georgia Howe,John Bickley,daily wire podcast,podcast,news podcast Learn more about your ad choices. Visit podcastchoices.com/adchoices

With the Iran War underway, the United Arab Emirates is looking for some economic certainty. The rich Arab nation is home to a lot of foreign-held deposits, and they're worried investors will pull those funds. So, they're looking for an economic backstop. Enter: currency swap lines. Today, we explain why the UAE is looking to its close ally, the U.S., for a currency swap line and how it would work.The Indicator has a weekly newsletter! Be among the first to sign up now: npr.org/indicatornewsletter Related episodes: Where the US got $20B to bail out ArgentinaScott Bessent's $20 billion dollar gamble on ArgentinaFor sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org. Fact-checking by Sierra Juarez. Music by Drop Electric. Find us: TikTok, Instagram, Facebook, Newsletter.  See pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.NPR Privacy Policy

A federal grand jury returns an indictment on former FBI Director James Comey for allegedly threatening President Trump. King Charles presses the importance of NATO in an address to Congress. And the United Arab Emirates withdraws from OPEC, shaking up the world's dominant oil cartel. Learn more about your ad choices. Visit podcastchoices.com/adchoices