Podcasts about Yemen

Trump's approval with independents just hit 24%. Republicans are going home to their districts and getting an earful about an unauthorized, unconstitutional, and wildly unpopular war with Iran that is now pulling in the Saudis, the Egyptians, and Iranian proxies from Iraq to Yemen. Paul Rieckhoff calls it what it is — a sucking chest wound — and lays out why Senate Republicans are finally breaking, why Lindsey Graham comparing Trump and Netanyahu to Roosevelt and Churchill isn't landing, and why supporting the troops means demanding a coherent plan, not a blank check for one man's war. From there, the episode moves to John Cornyn refusing to be rolled on Trump's weaponization slush fund, Todd Blanche's Epstein problem and his condescending meeting with survivors, and the acting-AG limbo that could stretch into September. And it closes with a tribute to Coach Yeoman Wilder — the New York youth baseball legend who stood up to ICE agents at his practice, protected his players, and reminded a country full of capitulating law firms and universities what actual patriotism looks like. Righteous anger, patriotic hope, and a call to meet the moment. -WATCH full video of this episode here. -Millions of American veterans are being locked out of primary elections in the country they served. See what we're doing to change that. -Visit Kalshi and trade on anything. Use code [INDEPENDENT] to get ten dollars when you trade ten. -Join Noble Mobile today and get a $100 bonus when you use code PAUL and stay a member for 2 months! -Join IVA and help us get independent veterans elected to office. -Learn more about Paul's work to elect a new generation of independent leaders with Independent Veterans of America. -Learn more about American Veterans for Ukraine here. -Remember Independent is an Attitude. -Learn more about The Headstrong Project for Veterans, Tragedy Assistance Program for Survivors (TAPS), and Department of Veterans Affairs resources in your area. Seeking support is not a sign of weakness. It's a show of strength. If you or a loved one are in immediate crisis, dial 988 and press 1, or text 838255. Connect with Independent Americans: Subscribe on YouTube, Spotify, Apple Podcasts, and all podcast platforms Read more at Substack Support ad-free episodes at Patreon  Connect: Instagram  • X/Twitter • BlueSky • Facebook  Follow on social: @PaulRieckhoff on X, Instagram, Threads, and Bluesky -Join the movement. Hook into our exclusive Patreon community of Independent Americans. Get extra content, connect with guests, meet other Independent Americans, attend events, get merch discounts, and support this show that speaks truth to power.  -And get cool IA and Righteous hats, t-shirts and other merch now in time for the new year.  Independent Americans is powered by veteran-owned and led Righteous Media.  And now part of the BLEAV network!  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A single line in a must-pass defense bill can change U.S. foreign policy for years, and most people will never hear about it until it is too late. We dig into Section 219 of the NDAA and why critics say it moves beyond “supporting Israel” into something far more permanent: structural military integration that could lock U.S. decision-making to Israeli security priorities. I'm joined by David Benner of Liberty Vault to unpack what that kind of legal and bureaucratic merger could mean for sovereignty, accountability, intelligence risk, and the ability of voters to actually steer policy. From there, we move to the War Powers votes and the bigger pattern they reveal. Congress can avoid a clean authorization while the executive branch escalates a war with Iran, and members can even dodge going on record. We talk through why that political incentive structure exists, how bipartisan leadership responds to pressure, and why Israel can end up “on the sidelines” while the United States takes the hit. We also get into the Strait of Hormuz and why shutdown threats, base vulnerability, and escalation logic can quickly turn a “managed” conflict into a wider regional disaster. Then we connect the war to your wallet. Yemen's ability to threaten the Bab al Mandab chokepoint, plus rising shipping risk and fertilizer constraints, can feed into higher gas prices and delayed grocery inflation. We also break down the brutal math of modern air defense, where cheap drones can drain expensive interceptors and expose supply limits. If you care about U.S. war powers, Middle East conflict, Israel policy, and the real economic blowback of intervention, this conversation is for you. Subscribe, share the episode, and leave a review with your biggest question about Section 219 or the Iran escalation.

A nuclear power deal can sound like paperwork until the fine print turns into a proliferation crisis. We sit down with Jon Hoffman of the Cato Institute to unpack the reported US Saudi nuclear agreement and the real meaning of a “Section 123 agreement” under the Atomic Energy Act. The headline question is simple and unsettling: does this cooperation keep a civilian program civilian, or does it open the door to Saudi uranium enrichment and a future regional arms race? We also dig into why the timing is so politically loaded. The original framework was tied to Saudi Israel normalization and the Abraham Accords, plus talk of a US security guarantee, but the region's wars keep reshuffling incentives. When leaders publicly “clarify” terms after reports of a signed deal, it creates uncertainty for nonproliferation safeguards, congressional oversight, and everyone watching whether US Middle East policy is driven by strategy or leverage. From there, we zoom out to the battlefield and the map. Yemen, the Houthis (Ansar Allah), and the Bab el-Mandeb chokepoint collide with rising Iran tensions and the Strait of Hormuz, putting oil flows and global prices at risk. We push back on escalation rhetoric, ask what “victory” even means without objectives or an exit plan, and talk through hard constraints like depleted US missile interceptor stockpiles. Finally, we turn to Israel's posture and the worsening situation in the West Bank, where settler violence and annexation fears keep growing as the world looks elsewhere.

When Chinese policeman Dong Guangping wrote an article commemorating the 10th anniversary of the 1989 military crackdown on pro-democracy protesters in Beijing, it kicked off a chain of events that led to him serving jail time and losing his job. But it also sparked the beginning of a deep desire to live more freely. So Dong began planning how he might escape China. Just a few weeks ago, back in late May, he finally achieved his dream, having taken the huge risk of crossing China's Yellow Sea in a dinghy to reach South Korean waters. Phoebe Kong, based in the BBC's Hong Kong bureau, explained how rare Dong's achievement really is. Yemen has faced decades of economic hardship and war, but the khat industry is thriving. Khat is a plant, and when chewed it acts as a stimulant. It is estimated to consume one-third of Yemen's groundwater and occupy much of the country's agricultural land. Dalia Haidar of BBC Arabic has been looking into Yemen's relationship to khat and the problem it can cause.The Fifth Floor is at the heart of global storytelling on the BBC World Service, bringing you the best stories from journalists in the BBC's 43 language services. We're here to help you make sense of the stories making headlines around the world; to excite your curiosity and to get to grips with the facts. Recent episodes have investigated Russia's youth armies and how they make soldiers of Ukrainian children; featured the BBC team who were the first journalists to the site of the Nigerian school kidnappings and reflected the effects of internet blackouts in Iran, Uganda and India. If you want to know more about Venezuela's acting president, Delcy Rodriguez, and the legacy of Hugo Chavez; or how Vladimir Putin's network of deep cover spies operates; or why Donald Trump signed an executive order granting white South Africans asylum in the US, we have all those stories and more.This episode of The Documentary comes to you from The Fifth Floor, the show at the heart of global storytelling, with BBC journalists from all around the world. Presented by Faranak Amidi. Produced by Laura Thomas and Caroline Ferguson (Photo: Faranak Amidi. Credit: Tricia Yourkevich.)

The conversation focused on a rapidly changing and turbulent global landscape, with a particular emphasis on recent events in Spain following controversial immigration policies and a dramatic influx of migrants. The discussion explored escalating tensions in the Middle East, including Saudi Arabia's direct engagement with the Houthis in Yemen, and examined complex geopolitical conspiracies surrounding these developments.A key theme that emerged was the destabilization of regions through demographic shifts, clashes of culture, and the potential influence of external actors like Israel and the US. The episode also delved into the state of the US economy, the Fed's latest moves, and global financial instability, as well as insights on the future of entertainment with EA going private.Several points were raised, including the enduring impact of religious extremism, the evolution of Western and Islamic societies, accountability in public health leadership, and the unintended consequences of government intervention in technology sectors. Throughout, the discussion emphasized the dangers of jumping to conclusions and the importance of critically assessing rapidly unfolding narratives in an era defined by uncertainty and change.Quince: Free shipping and 365-day returns at https://quince.com/impactpodWhatnot: Download the Whatnot app today and get free shipping on your first order.Monarch Money: Start your free trial and get 50% off your first year of total money clarity at https://monarchmoney.yt.link/QxOLEVx or code TB50 for 50% Off Monarch Core tier.ATT Business: Switch to AT&T Business at business.att.comKetone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription orderShopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impactSurfshark: Go to https://surfshark.com/bilyeu or use code BILYEU at checkout to get 4 extra months of Surfshark! ITU: Ready to break through your biggest business bottleneck? Apply to work with me 1:1 - https://impacttheory.co/SCALESign up for my AI Masterclass: https://tombilyeu.com/ai-masterclass?utm_campaign=TBS-Livestream&utm_source=youtube&utm_medium=socialSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The US war on Iran keeps expanding into a regional conflict, as more countries get involved. Reports show that Donald Trump is getting desperate, and he is frantically seeking an off-ramp. Washington announced a "pause" to the fighting, but it lasted just four days. Ben Norton explains the three main reasons why the United States is desperately seeking an exit: one, the Pentagon is running out of missile interceptors; two, the number of casualties among American troops is steadily increasing; and three, Yemen joined the conflict, attacking Saudi oil infrastructure, exacerbating the energy crisis. VIDEO: https://www.youtube.com/watch?v=HPBI8ukcA_4 Topics 0:00 Iran war expands 2:41 More countries join conflict 3:58 Trump is 'exasperated' 5:49 US 'pause' failed 6:19 Three main reasons 7:53 US violates agreements 9:53 USA lost & Iran won 10:40 US military running low on missiles 12:36 Gulf monarchies 13:38 Patriot interceptors 16:07 Pentagon orders old missiles 17:54 Preparing for war on China 18:47 China vs USA: industrial capacity 21:02 Pentagon hides US casualties 24:26 Yemen joins war 26:21 Blockade of Red Sea 27:45 Houthi attacks on Saudi oil 29:20 Energy crisis 30:14 Oil reserves running low 30:44 Iran has won 32:14 Outro

It has been five months since the US and Israel launched their war with Iran, and the conflict has never really been contained. Bahrain, Kuwait, Qatar, the UAE and Jordan have all been hit by Iranian missiles and drones, Hezbollah drew Lebanon into a fight that is still going on, and the Strait of Hormuz remains closed, with neither talks nor military action producing a lasting reopening. Right now, though, no front is moving faster than the one closing in on Saudi Arabia, and it is coming from two directions at once. In Yemen, a strike on Sanaa airport and Houthi accusations against Riyadh in July reignited a conflict that had been largely dormant, leading within days to attacks on Saudi shipping, a Saudi strike on Hodeidah port, and a Houthi claim to have hit oil facilities in Jizan and Yanbu, potentially the first direct strike on Saudi oil infrastructure since 2022. In Iraq, months of accusations that Iran-backed militias were launching drones from Iraqi soil culminated this week in Saudi Arabia joining the US in direct, public strikes for the first time, a move Riyadh justified as an exercise of its right to self-defence under the UN Charter. In this episode of Beyond the Headlines, host Nada AlTaher is joined by Douglas Silliman, former US Ambassador to Iraq and now President of the Arab Gulf States Institute in Washington, Hasan Alhasan, senior fellow for Middle East Policy at the International Institute for Strategic Studies, and Elizabeth Dent, senior fellow at the Washington Institute, to look at how Saudi Arabia's escalation fits into the broader trajectory of the US-Iran war.

Geçtiğimiz günlerde Yemen'de Husi iktidarına karşı ortaya çıktığını anlattığımız enteresan durumlar esnasında hem Libya hem de Tunus'ta da benzer istikamette enteresan gelişmeler cereyan ediyordu. Arap Baharı'nın bu üç ülkesinin aynı anda hareketlenmiş olması başlı başına kayda değer bir durum. Bunlar karşı-devrim süreçlerinin bir istikrar oluşturamadığı gibi halktaki daha iyi yaşam, hürriyet, adalet ve ekmek taleplerinin ertelense de sonuna kadar bastırılamayacağının işaretleri olarak okunabilir.

For half a century, Israel treated its adversaries as if their intentions could be tracked and might change according to circumstances. With the states surrounding it, that assumption largely held: Egypt, for instance, signed a peace treaty and kept it, whatever else occurred in the region. But with the radical forces that Iran built around Israel in the years before October 7, that same assumption proved catastrophic. Hamas, Hizballah, the Houthis, and the militias in Syria and Iraq do not vary in their commitment to Israel's destruction. What varies is only their capability. And so Israel has been forced to exchange a doctrine built on monitoring intention for one built on continually destroying capability, whatever the diplomatic cost, wherever preparations for war are found. Today's guest, Dan Schueftan, calls this doctrine preventive violence, or simply, violent maintenance. Schueftan is the director of the National Security Studies Center at the University of Haifa. In conversation with Mosaic's editor Jonathan Silver, he lays out this doctrine, its roots, and the circumstances that forced Israel to adopt it. He then offers a threat assessment of Iran's proxy network as it stands today: in Gaza, Lebanon, Yemen, Syria, and Iraq—before turning to the sepearate question of Turkey.

The US military has carried out a wave of airstrikes against Iran in response to Tehran targeting American bases in Jordan. The strikes were launched after Donald Trump vowed to hit Iran ‘very hard' following a days-long pause in fighting. Iran has expanded its military strikes in the region, raising fears of an all-out war. Lucy Hough speaks to Guardian senior international reporter Peter Beaumont – watch on YouTube. Help support our independent journalism at theguardian.com/infocus

Reviving Their War on Yemen, an Incensed Saudi Leadership Strikes Back at the Houthis | Yesterday's Unseemly Grilling of Fauci by Republican Junkyard Dogs | Similarities Between Stalin's Show Trials and Rand Paul's Ambush of Fauci backgroundbriefing.org/donate twitter.com/ianmastersmedia bsky.app/profile/ianmastersmedia.bsky.social linktr.ee/backgroundbriefing

We're seeing more US airstrikes on Iran, joint US-Saudi strikes in Iraq, surging military escalations between Yemen and Saudi Arabia, and Israeli drone strikes in Lebanon, all just in the last couple of days. The middle east is becoming more and more of a powder keg, and it all could have been so easily avoided. Reading by Tim Foley.

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

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

Donald Trump has again paused the US war on Iran. Why? One, the Pentagon is running out of missile interceptors; two, the number of casualties among American troops is steadily increasing; and three, Yemen joined the conflict, attacking Saudi oil infrastructure, exacerbating the energy crisis. Ben Norton explains. VIDEO: https://www.youtube.com/watch?v=Bptw9_glRb8 Topics 0:00 Reasons why Trump paused war 1:58 USA violates agreements 3:58 The US lost. Iran won 4:44 US military running low on missiles 6:25 Gulf monarchies 7:26 Patriot interceptors 9:55 Pentagon orders old missiles 11:43 Preparing for war on China 12:36 China vs USA: industrial capacity 14:50 Pentagon hides US casualties 18:15 Yemen joins war 20:10 Blockade of Red Sea 21:42 Houthi attacks on Saudi oil 22:48 Energy crisis 24:03 Oil reserves running low 24:33 Iran has won 25:58 Outro

When we think of people that are fleeing conflict or being displaced by natural disasters, we rightly think about food, water and shelter as critical basic needs, but do we consider the psychological trauma that these populations have just undergone? How does mental health support factor into our relief responses? In this episode, we explore the critical role of mental health in humanitarian work with Weanne Estrada from the Adventist Relief and Development Agency. We discuss how mental health support can be integrated into disaster relief, refugee assistance, and community development, emphasizing culturally sensitive approaches and sustainable strategies. Subscribe to Our New YouTube Channel Podcast Sponsors Are you ready to take your impact to the next level? Then join this year's OneAccord conference October 13th-15th in Washington, D.C.! Use Code "Global" for Discount Register for OneAccord 2026 The MA in Global Development and Justice at Multnomah Seminary (part of Jessup University) is a fully online, accredited graduate program designed for practitioners and advocates seeking meaningful, sustainable change in today's world. Learn More About MAGDJ Resources and Links From The Show Adventist Development and Relief Agency Online Kaya Connect Psychological First Aid Training from NCTSN Conversation Notes (AI Generated) 02:20 Weanne Estrada's background and motivation for humanitarian work 05:19 Refugee communities in the Philippines and their self-built systems 09:13 The importance of mental health in disaster response 12:22 Psychological first aid: what it is and how to do it 17:16 Measuring mental health in humanitarian settings 21:04 Sustainable mental health support and task shifting 25:14 Cultural sensitivity in mental health interventions 29:23 The role of churches in mental health support 37:48 ADRA's current projects and global engagement in Yemen, Myanmar, Sudan and Venezuela 41:00 Advice for those pursuing God's justice in nations Theme music Kirk Osamayo. Free Music Archive, CC BY License

Dalla Cisgiordania al Medio Oriente, dove la fragile tregua tra Stati Uniti e Iran lascia spazio a una diplomazia ancora incerta.Poi il Libano, stretto tra distruzioni e richieste di giustizia, l'Ucraina e la Russia che continuano a colpirsi con droni, il Sudan, il Pakistan devastato dai monsoni, l'Iran che torna a eseguire condanne a morte contro i manifestanti e molte altre notizie dal mondo.Questo e molto altro nel notiziario di Radio Bullets, a cura di Barbara Schiavulli.

Marty and John dig into the Houthis blocking the Bab el Mandeb strait, oil whipsawing on peace headlines, and why Lloyd's of London pulling war coverage matters for US insurers. They get into Trump's air defense stockpile problem, Chinese diesel demand falling off a cliff, and why the MOVE index staying subdued even as yields rise is the chart to watch. The bulk of the show is an extended breakdown of the open versus closed AI model debate, why the Hugging Face hack exposes the absurdity of current guardrails, and how the real axis of conflict is US versus China, not open source versus safety. They close with Bitcoin long term holder supply hitting 84 percent, a classic bottoming signal.

This week SUNDAY WIRE returns with host Patrick Henningsen covering the biggest stories in the US and internationally. This week, look at the dangerous escalation by the U.S. and its Gulf proxies against Iran, with Yemen pulled back into the maelstrom, and a Trump Administration becoming more hamstrung and compromised by a war they can't win. Later in the Overdrive segment, we're joined by Basil Valentine for commentary on these and other big stories affecting our audience in the western enclaves and beyond. All this and more… Watch this episode here: https://www.youtube.com/watch?v=ieD1sel-AXI  This month's featured music artists: The Real Anthem Band, Joseph Arthur, Peyoti for President, Peter Conway & Red Rumble, and Phil Zimmerman SUPPORT OUR MEDIA OUTLET HERE (https://21w.co/support)

US equity futures gapped higher following the pause in US strikes on Iran since Friday night; Risk sentiment underpinned by a decline in oil prices and yields.US CENTCOM commander Cooper advised the Pentagon and the White House that the next possible step is to return to a large-scale military operation.Iranian media reported that an oil tanker exploded in the Strait of Hormuz after hitting a naval mine when it deviated from a navigation route designated by Iran.Yemen's Houthis said they carried out operations against Aramco facilities in Saudi's Jizan and Yanbu.European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.8% after the cash market closed with gains of 1.1% on Friday.Looking ahead, highlights include German Ifo (Jul), US Durable Goods Orders (Jun), Atlanta Fed GDP (Q2). Supply from the US. Earnings from LVMH & AstraZeneca.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

From March 21, 2025: For today's episode, Lawfare Foreign Policy Editor Daniel Byman interviewed Gregory Johnsen, a non-resident fellow at the Arab Gulf States Institute in Washington, D.C. Johnsen explains the rationale of the Trump administration's decision to bomb Yemen but argues that it will have little effect on the Houthis. Indeed, Johnsen contends that the Houthis are spoiling for a fight with the United States and Israel, believing that this will generate support within Yemen that will help them increase their power.To receive ad-free podcasts, become a Lawfare Material Supporter at www.patreon.com/lawfare. You can also support Lawfare by making a one-time donation at https://givebutter.com/lawfare-institute.Support this show http://supporter.acast.com/lawfare. Hosted on Acast. See acast.com/privacy for more information.

The US war against Iran is expanding into a larger regional conflict. After Trump sabotaged a diplomatic agreement, Tehran closed the Strait of Hormuz. Now Yemen's Ansar Allah (known commonly as the Houthis) has declared a naval blockade of Saudi Arabia, shutting down oil exports in the Red Sea. Ben Norton explains how this escalation could cause a severe crisis in the global energy market. VIDEO: https://www.youtube.com/watch?v=mzJNwRPOnFs Topics 0:00 Trump restarts Iran war 1:26 Yemen joins the war 2:45 Red Sea blockade 3:28 Oil transit chokepoints 5:05 Saudi East-West Pipeline 5:55 China cuts oil imports 6:27 Saudi oil exports 6:59 Oil price skyrockets 7:55 Gasoline prices rise 9:17 Potential for oil crisis 10:31 Reserves running low 11:21 Yemen explainer 13:07 Ansar Allah (Houthis) 22:05 Axis of Resistance 23:58 Iran grows stronger 27:17 Outro

Your daily news in under three minutes.For more on these stories, please head to https://www.aljazeera.com And connect with us: @AJEPodcasts on Twitter, Instagram, Facebook, and YouTube

Wildfires in B.C.'s interior have merged promoting officials to expand evacuation orders. A Mediterranean heatwave is fueling wildfires in southern Europe and forcing tens of thousands of people to flee. India's Education Minister is stepping down after days of student protests across the country. Yemen's Houthis claim they have struck two oil refiners of Saudi Aramco in the cities of Jizan and Yanbu, in Saudi Arabia. India's education minister, Dharmendra Pradhan steps down as student protests spread across the country. Ottawa is rejecting Ontario's plan to expand Toronto's Billy Bishop airport. BC nurses are wrapping up three weeks of job action after accepting recommendations from mediators. LeBron James is heading to Philadelphia to join the 76ers.

In part two of Red Eye Radio with Gary McNamara and Eric Harley, the U.S. Department of Housing and Urban Development will “aggressively” crack down on colleges and universities that continue to offer race-based “affinity” housing. Often referred to as “affinity” housing, some universities offer special residence areas for students of specific racial or ethnic identities. Universities often tout these specialized housing options as a way to promote diversity, community, and belonging. Also the latest on the war with Iran as Houthi terrorists in Yemen claimed responsibility for the strikes on two Saudi oil tankers that were moving through the Red Sea on Wednesday. The U.S. and Iran have been trading attacks for more than a week, fueling instability in the Strait of Hormuz and driving Brent crude to nearly $99 a barrel after a roughly 16% gain last week. For more talk on the issues that matter to you, listen on radio stations across America Monday-Friday 12am-5am CT (1am-6am ET and 10pm-3am PT), download the RED EYE RADIO SHOW app, asking your smart speaker, or listening at RedEyeRadioShow.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Two places we need to watch carefully right now: the United Kingdom, which has just installed its seventh prime minister in a decade, and Yemen, where the Houthi rebels have declared anaval blockade of Saudi Arabia and resumed strikes on tankers transiting the Bab al-Mandeb Strait.  Edmund Fitton-Brown, FDD senior fellow and former British ambassador to Yemen, joins Cliff May on FDD's Foreign Podicy to discuss the new government in Blighty and what's driving theHouthis on the Arabian Peninsula.

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

The Houthis in Yemen say they've hit two Saudi oil tankers in the Red Sea, creating a new chokepoint. Oil and gas prices rise following the strikes. In response, President Trump threatens to inflict major military punishment on the Iran-backed group. Also: in Hong Kong, a new slogan of defiance after raids and arrests at two independent bookstores. Albanian police use tear gas and water canon against protesters outside parliament. It's the latest confrontation over a tourism project linked to President Trump's family. Scaled-back Commonwealth Games gets under way in Scotland, with concerns about the cost of hosting the sporting event. And camels across large parts of North Africa are suffering from stress, fatigue and dehydration because of increasing temperatures. 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 Photo: Tanks and oil pipes at Aramco's Ras Tanura oil refinery and oil terminal in Saudi Arabia. Credit: REUTERS/Ahmed Jadallah

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

In this episode of The President's Daily Brief: Growing signs suggest Iran is taking a more direct role in the Houthi campaign against Red Sea shipping, with new reports indicating Tehran has begun flying Islamic Revolutionary Guard Corps personnel directly into Yemen. Israel's political landscape is shifting as former IDF Chief of Staff Gadi Eisenkot emerges as Prime Minister Benjamin Netanyahu's most formidable challenger ahead of pivotal national elections. Nicolás Maduro moves one step closer to standing trial in New York after a federal judge rejects his bid to dismiss major drug trafficking charges. In today's Back of the Brief: For the first time in more than four decades, Americans will once again be able to fly directly to Lebanon. 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 Goldbelly: Impress your family and friends - get free shipping and 20% off your first order at https://GOLDBELLY.com with code PDB Poncho Outdoors: Gear up for summer with Poncho and grab $10 off plus free shipping at https://ponchooutdoors.com/PDB HomeServe: Protect your home systems from expensive repairs with https://HomeServe.com/dailybrief and get 50% off your first year of coverage. Learn more about your ad choices. Visit megaphone.fm/adchoices

President Trump has threatened to inflict major military punishment against Yemen's Houthi rebels following their strikes on oil tankers in the Red Sea. Oil prices hit $100 a barrel for the first time since May as fears grow over global energy supplies. We speak to the UN's Yemen envoy Hans Grundberg who is concerned about the prospect of escalation in Yemen. Also in the programme; The BBC visits Iran school where a strike killed 120 children as questions remain whether the US military is responsible; and the European Union has fined the US tech titan Google one-billion-dollars for flouting anti- trust regulations.(Picture: A person walks past a display of Houthi-made mock missiles and drones at a square in Sana'a, Yemen, 23 July 2026. Credit: Yahya Arhab)

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

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. News editor Ben Sales joins host Amanda Borschel-Dan for today's episode. The Iran-backed Houthis struck two Saudi oil tankers on Thursday that they accused of violating a naval blockade imposed by the group. These attacks signal a potential new front in the US-Iran conflict, as the US military struck Iran for the 12th successive night and Iran lashed out at its neighbors. Arguably related to stymying Iran and its ambitions, the United States and Saudi Arabia on Wednesday forged a new agreement that could potentially provide the kingdom with uranium enrichment capability for its civilian nuclear program. We hear why Israel is worried. Overnight, the US House of Representatives narrowly passed its version of a massive defense policy bill, despite Democrats’ concerns about its huge price tag, the Iran war and a provision that would boost Pentagon ties to Israel. The NDAA includes several provisions that allocate hundreds of millions of dollars to US-Israel joint military projects. Sales explains the political considerations in voting for Israel aid right now. New York City Mayor Zohran Mamdani on Tuesday acknowledged that he cannot actually arrest Prime Minister Benjamin Netanyahu, despite his past pledges to do so. Most legal experts had come to that conclusion years ago. Why is this in the news right now? Check out The Times of Israel's ongoing liveblog for more updates. For further reading: Yemen’s Houthis hit tankers in Red Sea as US strikes Iran for 12th consecutive night US confirms signing a nuclear cooperation pact with Saudi Arabia, to Israel’s alarm Mamdani’s vision of NY as ‘a city of international law’ runs up against reality Mamdani admits he lacks power to arrest Netanyahu, after repeated pledges to do so 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.

July 20, 2026On July 17, an Iranian attack on a US base in Jordan killed two soldiers, and left one missing, 17 military personnel have been killed in the Iran War and the Pentagon says 427 have been wounded, Iran is inflicting more damage. They appear to have weaponry and are using it to make the US regional coalition believe that the costs are greater than the security benefits, The Pentagon is not providing much information about the progress of the Iran war, The US has struck bridges and energy infrastructure in Iran, The Houthis in Yemen are imposing a naval blockade on Saudi Arabia, If the Bab el-Mandeb strait is closed, the global oil supply will be further cut, and crude oil supplies in the US are the lowest in 45 years, Trump's speech was not aired live on CNN, ABC, or NBC, perhaps a sign of Trump's falling popularity, The administration is renewing aggressive immigration policies and arrests in July hit a record high, Democratic senators have demanded investigations of the shooting deaths in Houston and Biddeford, Maine, Trump has announced new tariffs on certain products from Canada, which would upend the economy if they take effect.Watch today's recording here: https://www.youtube.com/live/g9TUa1Rwd6U?si=T8_KKcHQZElhpnZ-Get full, free access to Letters from an American here: https://heathercoxrichardson.substack.com/subscribeYou can also find me:Bluesky: https://bsky.app/profile/hcrichardson.bsky.socialInstagram: https://www.instagram.com/heathercoxrichardson/?hl=enFacebook: https://www.facebook.com/heathercoxrichardson/YouTube: https://www.youtube.com/@heathercoxrichardson Get full access to Letters from an American at heathercoxrichardson.substack.com/subscribe

Former CIA Targeter: 18,000 Terrorists & Al-Qaeda Sleeper Cells Are Already Inside the US | Sarah Adams Former CIA targeting officer Sarah Adams spent her career hunting terrorists and hostile regimes for the U.S. government—including serving at the CIA annex during the 2012 Benghazi attack. In this explosive episode of Keeping It Real, Jillian Michaels sits down with Adams to examine a grave national security threat: over 18,000 known Islamist extremists and active Al-Qaeda sleeper cells allegedly operating inside the United States. KEY UNCOVERED THREATS & EXCLUSIVES: Unprecedented Terrorist Alliances: How former rival groups—Al-Qaeda, ISIS, Hamas, Hezbollah, the Taliban, and al-Shabab—are actively unifying, running joint training camps, and coordinating pipelines across Syria, Yemen, Somalia, and Afghanistan. Homeland Security Crisis: How porous borders, FBI intelligence failures, and foreign funding created the exact conditions for coordinated sleeper cell attacks on American soil. October 7th "Dress Rehearsal": Why the attack in Israel was a joint operation used as a practice run for the next attack on US soil. Foreign Infiltration & Funding: The truth behind political influence from the Muslim Brotherhood, DSA-backed candidates, Qatar's funding of U.S. universities, and escalating conflict with Iran. Taxpayer Taliban Payments: Why hundreds of millions in U.S. taxpayer dollars are allegedly reaching Taliban hands as extortion money every single week. Benghazi Cold Case: Deep-dive revelations from Sarah's book, "Benghazi: Know Thy Enemy." ABOUT SARAH ADAMS Sarah Adams is a former CIA targeting officer and co-author of "Benghazi: Know Thy Enemy." She also hosts her own podcast, The Watch Floor, on YouTube.

The war between the U.S. and Iran keeps widening as Yemen's Houthi rebels announce a blockade of Saudi Arabia that would choke off another key oil route, even as Iran signals it may be open to talks. Defense Secretary Pete Hegseth heads to Capitol Hill today to ask lawmakers for a nearly 90 billion dollar funding boost for the war with Iran, in a rare chance for senators to question him after the Pentagon admitted 100 troops were wounded in the past two weeks and hasn't briefed reporters since May.And it's the last day of primary voting in Arizona, a swing state that's become ground zero for election denialism, with big fall races taking shape for governor, a toss-up House seat, and secretary of state.Want more analysis of the most important news of the day, plus a little fun? Subscribe to the Up First newsletter.Today's episode of Up First was edited by Tina Kraja, Andrew Sussman, Larry Kaplow, Mohamad ElBardicy and Alice Woelfle.It was produced by Ziad Buchh and Nia DumasOur director is Christopher ThomasWe get engineering support from Neisha Heinis. Our technical director is Stacey Abbott. And our Supervising Senior Producer is Vince Pearson.(0:00) Introduction(01:53) Iran And Yemen's Houthis Blockade(05:31) Hegseth On Capitol Hill(09:20) Arizona Primary DaySee 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

As fallen American servicemembers are identified, Yemen announces a blockade against Saudi Arabia in the Red Sea. U.K. Prime Minister Andy Burnham takes office. And a federal judge pauses a proposed merger between Paramount and Warner Bros. Discovery. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Houthis in Yemen are seeking to broaden the impact of the US-Iran war with a blockade of Red Sea ports. The Tehran-backed group warned it would impose an "embargo" on the top oil exporter Saudi Arabia, after the two sides traded fire for the first time in years. Disruption to maritime traffic through the Bab el-Mandeb could further compound the turmoil caused by the confrontation between the US and Iran in the Strait of Hormuz.Also: Donald Trump announces 50% tariffs on Canadian goods. Italy's struggle with childhood obesity. How 3D-printed batteries could change the ability to store renewable energy from solar and wind. What will the UK's new Prime Minister Andy Burnham's foreign policy look like? The social media influencers Andrew and Tristan Tate appear in court in the US in connection with new British rape and sex-trafficking-related charges. And how fitness trackers can alert women that they are pregnant before they know it themselves.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 Photo: Aramco tanks and oil pipe at Saudi Aramco's Ras Tanura oil refinery and oil terminal in Saudi Arabia Credit: REUTERS/Ahmed Jadallah/File Photo

P.M. Edition for July 21. Recent AI models from China claim they're just as powerful as some of the most cutting-edge models from OpenAI and Anthropic. Journal reporter Amrith Ramkumar joins to discuss the latest reactions from Silicon Valley and the White House. Plus, General Motors had a strong second quarter as consumers kept buying pickup trucks and SUVs. And New Jersey says a software error led to almost 400 non-citizens voting in elections in the state since 2023. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Alan Tonelson and Gordon Chang. Despite a trade truce declared last October, the U.S. remains dependent on China for rare earths and critical minerals. Alan Tonelson notes that while China's domestic economy is weak, it maintains a "chokehold" on products essential for AI and military technology. The Trump administration's decision to remove trade sanctions on Hong Kong is viewed as a puzzling move that may create a hole in the sanctions regime. (3)1902 YEMEN

Samuel Ben-Ur and Bill Roggio. The Hamas political bureau has relocated to Istanbul, choosing Khalil al-Hayya as a leader closely aligned with Iran and Hezbollah. Inside Gaza, Hamas continues to obstruct food distribution and hijack aid supplies. While Israel successfully eliminated several military commanders, the organization has yet to name replacements. New "pilot zones" are being explored to distribute aid through Palestinian alternatives, potentially bypassing Hamas control. (10)1962 YEMEN

Alejandro Peña Esclusa and Ernesto Araújo. Alejandro Peña Esclusa highlights CIA-documented election interference in Venezuela spanning 20 years, delegitimizing the current regime. In Brazil, the Supreme Court is restricting visits to the popular but ill Jair Bolsonaro, a move Ernesto Araújo describes as micromanaging the upcoming election. These actions by Lula da Silva's allies signal a fear of Bolsonaro's influence, leading to a breakdown of legal standards in the country. (7)1960 YEMEN

Melik Kaylan and Gordon Chang. Melik Kaylan suggests Putin is increasingly isolated, facing potential threats from his own Praetorian guards as domestic desperation grows. However, the dismissal of Ukraine's popular defense minister, Mykhailo Fedorov, may have inadvertently delayed Putin's demise. Fedorov, credited with turning the tide of war through digital innovation and anti-corruption audits, was sacked following infighting with "Old Guard" military leadership, sparking protests in Kyiv. (4)1916 YEMEN

STREAMING MAKING JBS, 7-20-262015 YEMENJohn Batchelor with Bill Roggio and Husain Haqqani. This discussion addresses the escalating conflict between the United States and Iran. The participants analyze the effectiveness of American air power, concluding that bombing campaigns alone cannot achieve regime change without a massive ground presence that the U.S. currently lacks the political will to deploy. The conversation highlights regional vulnerabilities, specifically the threat posed by Iranian drones and the potential closure of vital maritime choke points like the Strait of Hormuz and Bab el-Mandeb. Additionally, the panel addresses the difficulty of building a credible Iranian resistance and the ongoing challenge of neutralizing Hamas leadership now operating from Turkey. Ultimately, the experts characterize the situation as a war of vanities with no clear exit strategy for either side. (1)Note: the pasted text contained the same paragraph twice, so I formatted it once. Corrections applied: John Batchelor and Husain Haqqani.

Husain Haqqani and Bill Roggio. Experts argue maximalist positions prevent resolution as Iran views survival as victory while the U.S. relies on ineffective bombing. Roggio emphasizes that despite pressure, the regime remains capable of striking ships, functioning as its version of a nuclear weapon. Both analysts suggest building an effective resistance takes time and secrecy, elements currently lacking in the noisy political environments of Washington and Israel. (2)1894 YEMEN

Husain Haqqani and Bill Roggio. A tanker fire in the Straits of Hormuz and consecutive days of missile exchanges signal a "war restart." Ambassador Haqqani argues neither side can afford to look weak, leading to a stalemate of aerial bombing without a clear plan for regime change. Roggio and Haqqani agree air power alone cannot secure ground, and the estimated 600,000 troops required for a ground invasion is "science fiction." (1)1767 YEMEN

Edmund Fitton-Brown. The U.S. continues a naval blockade intended to reduce Iran to bankruptcy, as Tehranmaintains "impossible demands" regarding the Strait of Hormuz. Edmund Fitton-Brown suggests while Russia and China provide intelligence and resupply, they are unlikely to take serious risks to save the regime. Ultimately, the conflict may depend on national patience, with the U.S. capable of sustaining pressure until the Iranian leadership is forced to compromise. (12)1990 YEMEN

July 20, 2026On July 17, an Iranian attack on a US base in Jordan killed two soldiers, and left one missing, 17 military personnel have been killed in the Iran War and the Pentagon says 427 have been wounded, Iran is inflicting damage, It appears to have weaponry and is attempting to make the costs to the US regional coalition greater than the security benefits, The Pentagon is not providing information about the progress of the Iran War, The US has struck bridges and energy infrastructure in Iran, The Houthis in Yemen are imposing a naval blockade on Saudi Arabia, If the Bab el-Mandeb strait is closed, the global oil supply will be further cut, and crude oil supplies in the US are at the lowest levels in 45 years, Trump's speech was not aired live on CNN, ABC, or NBC, perhaps a sign of falling popularity, The administration is renewing aggressive immigration policies, arrests in July hit a record high, Democratic senators have demanded investigations of the shooting deaths in Houston and Biddeford, Maine, Trump has announced new tariffs on certain products from Canada, which would upend the economy if they take effect.Watch today's recording here: https://www.youtube.com/live/g9TUa1Rwd6U?si=T8_KKcHQZElhpnZ-Get full, free access to Letters from an American here: https://heathercoxrichardson.substack.com/subscribeYou can also find me:Bluesky: https://bsky.app/profile/hcrichardson.bsky.socialInstagram: https://www.instagram.com/heathercoxrichardson/?hl=enFacebook: https://www.facebook.com/heathercoxrichardson/YouTube: https://www.youtube.com/@heathercoxrichardson Get full access to Letters from an American at heathercoxrichardson.substack.com/subscribe

In this episode of The President's Daily Brief: Ukraine appears to have found a new pressure point inside Russia. We examine why Kyiv is now targeting Russia's largest commercial logistics companies—and how disrupting the country's supply network could become the next phase of the drone war. Yemen's Houthis are expanding the fight. We'll explain why the group's newly announced naval blockade targeting Saudi Arabia and the Bab el-Mandeb Strait could threaten global shipping and energy markets. A U.S.-brokered plan enters a critical new phase in southern Lebanon as Israeli troops begin withdrawing from parts of the country and Lebanese forces move into areas long held by Israel. In today's Back of the Brief: Hamas has chosen a new leader. We introduce you to Khalil al-Hayya and examine what his leadership could mean for the future of the terrorist organization and the conflict with Israel. 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 Acre Gold: Turn your pocket change into physical 24-karat gold and enter to win a limited-edition Hot Wheels gold bar at https://GetAcreGold.com/PDB Wild Alaskan Company: Get $35 off your first box of wild-caught, sustainable seafood—delivered right to your door. Go to: https://www.wildalaskan.com/PDB  Poncho Outdoors: Gear up for summer with Poncho and grab $10 off plus free shipping at https://ponchooutdoors.com/PDB  Learn more about your ad choices. Visit megaphone.fm/adchoices