reSee.it - Related Video Feed

Gilbert Doktorov is asked how the Iran war is reshaping dynamics in the East, especially for Russia and China, and what the broader implications are for global order. - On Russia’s stance and reaction: Doktorov notes a gap between the Kremlin’s official positions and what “chattering classes” discuss. He observes astonishingly limited reaction from President Putin and his close foreign-policy circle to dramatic developments that could redefine regional and global orders. He contrasts Putin’s cautious, “slow-war” approach with sharper criticisms from other Russian voices (e.g., Salaviyev and Alexander Dugin) who urge moving beyond a gradual strategy. There is a sense within some Russian circles that a more assertive stance may be required, yet official channels show restraint. - On Iran’s strategic position and alliances: He points out that Iran has withstood intense pressure and maintained the ability to threaten Gulf energy infrastructure and the Strait of Hormuz, thereby sustaining global leverage despite severe attacks. Iran has managed to survive and press the global energy market, calling into question how meaningful Iran’s inclusion in BRICS or the Shanghai Cooperation Organization (SCO) is in practice. He notes scant evidence of meaningful Russian or Chinese military or intelligence support to Iran in public accounts, and cites Israeli claims of Russian arms shipments being denied by Moscow. - On the West’s behavior and international law: The discussion highlights what is described as the United States’ “might makes right” posture and the dismissiveness toward traditional international-law norms, including UN Charter commitments. The panelists contrast American rhetoric about legality with its real-world actions, and discuss how Russia’s and China’s responses have been cautious or critical rather than conciliatory or confrontational. - On potential military cooperation and bloc dynamics: The conversation explores whether a deeper Russia-China-North Korea alignment could emerge in reaction to US and Israeli actions against Iran. Doktorov mentions that North Korea is viewed as a, “will and determination to act,” supplying munitions such as underwater drones and missiles to Iran, whereas Russia and China are characterized as more talk than action. He argues Moscow benefits from maintaining broad, non-aligned diplomacy, but acknowledges a shift in Russian thinking after recent events toward more decisive posture. - On Europe and the US-European split: The panel discusses the European Union’s fragility and its leaders’ inconsistent responses to the Iran crisis and to US pressure. They consider European solidarity rhetoric as a cover for avoiding hard choices, with examples including Belgian leadership suggesting normalization with Russia post-conflict. The discussion reflects concern that EU leaders may be forced to confront realignments as Gulf energy supplies and US LNG leverage reshape Europe’s energy security and political calculus. - On diplomacy and pathways forward: The speakers debate the prospects for diplomacy, including possible three-way or broader security arrangements, and whether Alaska or other meeting points could offer reprieve. They note a public split within Moscow’s foreign-policy establishment about how to proceed, with internal figures pushing for diplomacy and others advocating a stronger balance of power. There is explicit skepticism about the utility of negotiations with Donald Trump and the idea that the war could end on the battlefield rather than through diplomacy. - On the Ukraine war’s interconnection: The discussion emphasizes that the Iran crisis has global ramifications that feed back into Ukraine, noting that Russia’s current posture and Western responses influence the Ukraine conflict. Doktorov highlights that the depletion of US air defenses observed in the Israel-Iran context affects Ukraine, underscoring the interrelatedness of the two wars and their combined impact on global power dynamics. - Final takeaway: The dialogue reiterates that the Iran war has a global dimension with the two wars being intimately connected; the Iran conflict reshapes alliances, energy security, and strategic calculations across Europe, the Middle East, and East Asia, while signaling a potential reconfiguration of Western alliances and multipolar governance.

Mario and Glenn discuss the evolving Iran–U.S. confrontation after Trump’s speech and recent military actions. They explore whether Trump is seeking an off-ramp and how Iran might respond, focusing on strategic leverage around the Strait of Hormuz, escalation dynamics, and regional implications. - Trump’s posture and off-ramp: Mario notes Trump’s speech yesterday seemed like a threat if Iran doesn’t grant an off-ramp, with comments suggesting further precision attacks if peace isn’t achieved quickly. Glenn agrees Trump is signaling for an off-ramp but warns the President lacks obvious military targets to push Iran toward surrender. Both acknowledge Trump’s dual tendency to escalate while also hinting at ending the conflict. - Strait of Hormuz as leverage: The discussion emphasizes that Iran’s ability to control, or at least influence, the Hormuz strait is a key factor in determining the war’s outcome. If Iran maintains dominance over Hormuz, they can set transit conditions, demand concessions, or push for non-dollar trade. The speakers agree that Iran can “hold on to the Strait of Hormuz” to prevent a clean U.S. victory, making it a central bargaining chip. - Historical lens on victory and war termination: Glenn argues that raw military power often doesn’t translate into lasting political victory, citing Vietnam and the Iraq war as examples, and notes Iran views the conflict as existential for legitimate reasons. Trump’s stated goal of “destroying everything of infrastructure and energy” would raise global energy prices and provoke Iranian retaliation against Gulf states, complicating U.S. aims. - Possible outcomes and shifts in posture: They consider multiple scenarios: - If Trump off-ramps, Iran might reciprocate, potentially halting strikes on U.S. bases and negotiating terms around Hormuz. - If the U.S. presses ahead or escalates, Iran could intensify attacks on Gulf states or even Israel, leading to broader regional destabilization. - A mutually acceptable security framework may require the U.S. to reduce its Middle East footprint while Gulf states participate in a collective security arrangement over Hormuz. - Israel’s veto power and potential U.S. decisions: Israel’s security considerations complicate any exit, but the U.S. might act unilaterally if core national security interests are threatened. - Ground troops and regional dynamics: Both acknowledge the ambiguity around ground deployments; Trump’s denial of ground troops conflicts with the impulse to escalate, creating a paradox that makes miscalculations likely. The possibility of renewed ground involvement remains uncertain, with skepticism about sustaining a ground campaign given logistics and supply constraints. - Regional actors and diplomacy: They discuss whether a broader regional rapprochement is possible. Iran’s willingness to negotiate could depend on assurances about its security and status quo changes in the Gulf. Tasnim News reports Iran and Oman are developing a joint maritime protocol for Hormuz in the post-war period, with Iran planning a toll-based framework for tanker traffic, signaling monetization and control even as Hormuz reopens for the world. - NATO, U.S. defense spending, and leadership changes: The conversation touches on geopolitics beyond Iran, noting a forthcoming $1.5 trillion defense budget and a leadership shift at the U.S. Army, with secretary of war P. Hexath ordering the Army chief of staff to retire, signaling a potential reorientation of U.S. military strategy. - Israel–Iran–Gulf triangle: They consider how Iran’s actions could affect Israel and Gulf states, noting that Iran’s retaliation could prompt U.S. or Israeli responses, while Gulf states struggle with the economic and security repercussions of sustained conflict. - Timing and next steps: Mario predicts the war could end soon, driven by off-ramps and Iranian willingness to negotiate, whereas Glenn cautions that the conflict will likely continue given the deep-seated security demands and the strategic importance of Hormuz. Both acknowledge daily developments could shift trajectories, and express cautious optimism that some form of resolution may emerge, though the exact terms remain uncertain. - Final reflections: The discussion closes with reflections on how fragile the current balance is, the possibility of a peace-through-strength stance, and the high stakes for global energy markets, regional stability, and the international order. Mario thanks Glenn for the dialogue, and they sign off.

In this conversation, Brian Berletic discusses the current collision between the United States’ global strategy and a rising multipolar world, arguing that U.S. policy is driven by corporate-financier interests and a desire to preserve unipolar primacy, regardless of the costs to others. - Structural dynamics and multipolar resistance - The host notes a shift from optimism about Trump’s “America First” rhetoric toward an assessment that U.S. strategy aims to restore hegemony and broad, repeated wars, even as a multipolar world emerges. - Berletic agrees that the crisis is structural: the U.S. system is driven by large corporate-financier interests prioritizing expansion of profit and power. He cites Brookings Institution’s 2009 policy papers, particularly The Path to Persia, as documenting a long-running plan to manage Iran via a sequence of options designed to be used in synergy to topple Iran, with Syria serving as a staging ground for broader conflict. - He argues the policy framework has guided decisions across administrations, turning policy papers into bills and war plans, with corporate media selling these as American interests. This, he says, leaves little room for genuine opposition because political power is financed by corporate interests. - Iran, Syria, and the Middle East as a springboard to a global confrontation - Berletic traces the current Iran crisis to the 2009 Brookings paper’s emphasis on air corridors and using Israel to provoke a war, placing blame on Israel as a proxy mechanism while the U.S. cleanses the region of access points for striking Iran directly. - He asserts the Arab Spring (2011) was designed to encircle Iran and move toward Moscow and Beijing, with Iran as the final target. The U.S. and its allies allegedly used policy papers to push tactical steps—weakening Russia via Ukraine, exploiting Syria, and leveraging Iran as a fulcrum for broader restraint against Eurasian powers. - The aim, he argues, is to prevent a rising China by destabilizing Iran and, simultaneously, strangling energy exports that feed China’s growth. He claims the United States has imposed a global maritime oil blockade on China through coordinated strikes and pressure on oil-rich states, while China pursues energy independence via Belt and Road, coal-to-liquids, and growing imports from Russia. - The role of diplomacy, escalation, and Netanyahu’s proxy - On diplomacy, Berletic says the U.S. has no genuine interest in peace; diplomacy is used to pretext war, creating appearances of reasonable engagement while advancing the continuity of a warlike agenda. He references the Witch Path to Persia as describing diplomacy as a pretext for regime change. - He emphasizes that Russia and China are not credibly negotiating with the U.S., viewing Western diplomacy as theater designed to degrade multipolar powers. Iran, he adds, may be buying time but also reacting to U.S. pressure, while Arab states and Israel are portrayed as proxies with limited autonomy. - The discussion also covers how Israel serves as a disposable proxy to advance U.S. goals, including potential use of nuclear weapons, with Trump allegedly signaling a post-facto defense of Israel in any such scenario. - The Iran conflict, its dynamics, and potential trajectory - The war in Iran is described as a phased aggression, beginning with the consulate attack and escalating into economic and missile-strike campaigns. Berletic notes Iran’s resilient command-and-control and ongoing missile launches, suggesting the U.S. and its allies are attempting to bankrupt Iran while degrading its military capabilities. - He highlights the strain on U.S. munitions inventories, particularly anti-missile interceptors and long-range weapons, due to simultaneous operations in Ukraine, the Middle East, and potential confrontations with China. He warns that the war’s logistics are being stretched to the breaking point, risking a broader blowback. - The discussion points to potential escalation vectors: shutting Hormuz, targeting civilian infrastructure, and possibly using proxies (including within the Gulf states and Yemen) to choke off energy flows. Berletic cautions that the U.S. could resort to more drastic steps, including leveraging Israel for off-world actions, while maintaining that multipolar actors (Russia, China, Iran) would resist. - Capabilities, resources, and the potential duration - The host notes China’s energy-mobility strategies and the Western dependency on rare earth minerals (e.g., gallium) mostly produced in China, emphasizing how U.S. war aims rely on leveraging allies and global supply chains that are not easily sustained. - Berletic argues the U.S. does not plan for permanent victory but for control, and that multipolar powers are growing faster than the United States can destroy them. He suggests an inflection point will come when multipolarism outruns U.S. capacity, though the outcome remains precarious due to nuclear risk and global economic shocks. - Outlook and final reflections - The interlocutors reiterate that the war is part of a broader structural battle between unipolar U.S. dominance and a rising multipolar order anchored by Eurasian powers. They stress the need to awaken broader publics to the reality of multipolarism and to pursue a more balanced world order, warning that the current trajectory risks global economic harm and dangerous escalation.

Glenn and Professor Zhang discuss the trajectory of global conflict and the transformation of the world order. Zhang presents several lines of evidence and reasoning for a destabilizing, multi-polar era that could culminate in a broader conflict akin to World War III, with 2026 identified as a period of potential flare-ups. Evidence and triggers pointing toward greater conflict: - The American National Security Strategy recently published argues that “the order has dissipated. It’s gone,” and that America must protect its own national self-interest, primarily in the Western Hemisphere, through a “mineral doctrine” and a Trump corollary to enforce it. China’s and Russia’s encroachment in South America, notably via China’s investments, is cited as a trigger for U.S. assertiveness, including the Caribbean concentration of naval assets and actions affecting Venezuela’s oil. - The Russia-Ukraine war is described as effectively over, with morale in Ukraine collapsed and large-scale desertions; Europe contemplates using seized Russian assets to fund Ukraine and avoid a peace that could allow Russia to consolidate gains. Europe’s intended loans to Ukraine and the fear that Russia could challenge European supremacy are highlighted. - In the Middle East, the Israel–Iran dynamic is seen as increasingly unstable, with predictions of Israel attacking Hezbollah and Lebanon within weeks, and ongoing friction around the Hamas peace deal. Iran is portrayed as a pivot in a broader Eurasian alliance that could threaten Western interests if Iran’s lines of trade and energy routes are integrated with Russia and China. - The overall global contest is framed as a struggle over the new world order: the shift from a liberal, rules-based order to multipolar competition where the U.S. seeks to maintain dominance through deterrence, sanctions, and allied proxies. Historical patterns and structural analysis: - Zhang invokes historical analogies, noting the rise and fall pattern of empires, the McKinder Heartland Thesis, and the dynamics of Britain’s naval supremacy that aimed to keep Eurasia fragmented to prevent a continental power from unifying the region. He argues that today China’s rise, paired with U.S. efforts to sustain dominance, pushes toward a similar pendulum where a Eurasian continental system could emerge if Russia, China, Iran, and possibly India align economically and politically. - The BRICS alliance and Iran as a pivot are emphasized: America’s debt-dominated reserve currency system pushes BRICS and Iran closer together, forming a potential continental trade network that could bypass Western-dominated channels. America’s strategy, in this view, is to “economically strangle China,” deny China access to South American minerals, and use allies to counter Beijing while promoting divide-and-rule tactics in Asia. - The discussion suggests that a war could be expanded by a domino effect: a Venezuela operation could draw Cuba, Nicaragua, Brazil, and other regional players into conflict; a wider confrontation could involve the Hormuz Strait, Odessa, and European troop commitments, creating a global escalation. Domestic dimension and leadership implications: - Zhang cites Arthur Spengler’s decline indicators for Western societies: over-urbanization, declining birthrates, extreme inequality, proxy warfare, and cultural decadence, coupled with immigration and fear-based policies that suppress open discourse (examples include social-media surveillance and visa requirements tied to political speech). - He asserts that Western leadership has become addicted to projection and proxy wars, shedding the liberal pretenses that once underpinned its strategy, and that a collapse of confidence and cohesion could accompany, or even drive, a broader conflict. Conclusion and prognosis: - The conversation converges on a bleak frame: the end of U.S. hegemony and a transition to a multipolar order with rising powers, where the possibility of a large-scale war remains real and not easily contained. Zhang argues that the current trajectory does not easily revert to a peaceful status quo and that the 2020s could be a period of sustained tensions and escalations, potentially lasting a decade or more. He acknowledges that he hopes to be proven wrong and would personally prefer a peaceful resolution, but maintains that the next period may be defined by a significant, multipolar contest in which proxies and great-power competition are central.

Larry Johnson discusses with Glenn about the Iran conflict, focusing on narrative control, economic warfare, and the feasibility of different strategic options. Key points across the conversation: - The reality vs. narrative: Johnson argues that the current sea of propaganda makes it hard to unpack reality, especially the claim that the U.S. blockade can cripple Iran. He contends the blockade is impractical in multiple ways and that political theater surrounds ship seizures. - Blockade viability and limitations: - Iran’s oil trading: Iran loads oil and ships it within 75 miles of its coast; the U.S. Navy will not approach closer than about 200 miles. Iran can threaten ships with short-range missiles, cruise missiles, and drones if the U.S. comes closer. - Moving beyond Iranian waters: If Iran uses a convoy of 20 tankers 75–100 miles off its coast into the Indian Ocean, the U.S. lacks enough ships to stop and seize every vessel; seizing ships requires keeping ships tied to port, reducing impact. - Imports and border routes: Iran can bring in goods via routes into Bandar Abbas and Chabahar and through Pakistan; Pakistan reportedly has six different routes into Iran. This dilutes the blockade’s effectiveness and undermines the “total cut-off” narrative championed by supporters of economic warfare. - Statements from Trump and Iran’s response: Johnson notes Trump’s statements about Iran’s leadership being chaotic and the possibility of lifting the blockade as a potential setup for a different narrative. He emphasizes that Iran’s leadership, according to his sources, remains cohesive and prepared. - Iranian leadership and past experience: Johnson highlights that Iran’s top leaders (Pazeshkin, Oraci, Golubov, and IRGC figures) were shaped by combat and share a history of fighting a US-funded adversary. This background, he argues, makes them better prepared to handle current threats than some US figures. - U.S. domestic political dynamics: The discussion touches on U.S. politicalConstraints and the difficulty of selling any deal domestically, particularly given lobbying (APAC, etc.) and internal political risks for those who sign a controversial agreement. - Russian role and diplomacy: - Araki’s weekend actions: Araki starts in Pakistan with a hardline Iranian position (rejecting a U.S. return to talks unless the blockade ends and uranium enrichment remains within a treaty framework), then moves to Oman to coordinate Hormuz management, then to Russia for talks with Putin and Lavrov, and finally back to Pakistan to relay messages. - Putin’s support: Putin publicly backs Iran, signaling readiness to coordinate, with Russia providing security guarantees potentially akin to its North Korea approach. Russia also offers intelligence and technical assistance to Iran’s military and economy, signaling a broader strategic alignment against Western sanctions. - BRICS and sanctions: Russia and China are moving away from enforcing Western-style sanctions on Iran, signaling a pivot to economic integration (including currency diversification and gold). This shifts Iran’s position relative to Western pressure. - Economic and strategic implications: - Rare earth supply and missiles: Johnson notes that the U.S. cannot easily replenish precision missiles (Patriot, THAAD, Tomahawk) because critical rare earth minerals (like samarium, neodymium, dysprosium) are controlled by China, which withholds them as leverage. - Energy diplomacy and China: Iran’s oil shipments to China and the risk to Western interests in East Asia complicate U.S. aims. Johnson argues China can keep receiving oil via convoys, limiting U.S. ability to fully disrupt Iranian trade. - Strait of Hormuz and strategic leverage: Iran’s stance suggests it can pressure Gulf states and deter foreign bases if it secures a more favorable arrangement, potentially using Hormuz as leverage in global trade and currency arrangements. - Possible paths forward and timing: - The discussion questions how long the economic warfare can persist and what would cause either side to blink. Johnson suggests that if Iran’s economy doesn’t collapse in the anticipated three weeks, the U.S. will face a choice between declaring victory or pursuing a more protracted negotiation. - There is skepticism about a decisive, lasting American victory; Johnson emphasizes that there is no viable ground option, and air and maritime options face significant constraints. - Historical lessons and perspective: The hosts draw parallels to past U.S. conflicts and emphasize learning from history (e.g., not underestimating adversaries, recognizing costs of war) and suggest that current leadership may be underestimating Iran’s resolve and capability. The conversation concludes with reflections on the need for informed diplomacy and the value of historical insights from figures like ambassador Jack Matlock, acknowledging that strategic miscalculations have repeated patterns across eras.

- The speakers compare Iran and its Revolutionary Guards to Japan in World War II in terms of fighting will and doctrine, arguing that Iran’s forces will fight with fervor similar to Bushido; they emphasize that the notion of American technological superiority or easily defeating Iran is dismissed as crazy. - They discuss Iranian tunnels and underground facilities: Iran allegedly has 40-foot ceilings in tunnels bored into granite, with entrances that can be re-excavated if one is blown. They argue Iran has planned excavator equipment and tunnels with missiles, trucks, and dual-use infrastructure, making superficial bomb damage insufficient to deny underground resilience. - The conversation covers Iran’s strategic geography: Iran is described as highly mountainous, with 18,000-foot peaks more numerous and higher than several U.S. states; the Hormuz coastline is compared to the Badlands. The implication is that Iran’s terrain favors defense and complicates invasion. - They contrast Vietnam-era bombing and lessons with current Iran: drawing parallels between Ho Chi Minh-era campaigns and Iran, they argue that overwhelming air power did not win in Vietnam and would not automatically prevail against Iran’s terrain and defense. They note that Iran could absorb leadership losses and continue resistance. - Iran’s long-term strategy and education are discussed: after forty years of Revolutionary Guard influence, Iran reportedly trains for a state-scale, persistent defense, with strong ideological motivation, and a leadership that refuses to retreat or surrender easily. They claim Khamenei’s public stance—refusing to go into a bunker—signals resolve. - They discuss warfare in the Gulf and across the Strait of Hormuz: the difficulty of a large-scale amphibious invasion is highlighted; the difficulty of moving large Marine units through the Strait is noted, given that Tripoli and Boxer amphibious groups would face serious risk and may not be able to operate in the Hormuz area. The navy’s willingness to risk operations in the Strait is questioned. - They argue that future warfare will rely on drones, precision mass, and non-traditional tactics: Shahed-type drones, sonar-like mine and sea-denial capabilities, and the use of mines with coded triggers are cited as capabilities Iran (and possibly others) could employ. They discuss the potential for drones to collapse airframes on the ground, the vulnerability of air bases to drone swarms, and the need for rapid, distributed, autonomous targeting. - The danger of decapitation-style strikes is debated: while discussing attempts to kill Iranian leaders, they argue that decapitation can backfire by elevating a more aggressive leadership, and that such strategies require accompanying political and military restraint. They note that Israel and U.S. policies in decapitation have not yielded stable regimes, and warn of “hostage” scenarios if larger invasions occur. - The Red Sea and Gulf disruptions are described as potential flashpoints: the speakers discuss the Houthis threatening to close the Red Sea; they argue that such actions would trigger cascades of fuel and food shortages globally and could prompt revolutionary pressures within Gulf states as water, energy, and basic services collapse. - They discuss the broader geopolitical reshaping: the world is seen as breaking into blocs, with a decline of U.S.-led order; Russia and China are described as pursuing energy and security strategies (e.g., pipelines from Russia to China) that bypass traditional sea-lane chokepoints. The Belt and Road initiative is cited as part of a broader shift toward alternative logistics and supply chains. - The contingent risk of economic and humanitarian collapse is stressed: the potential for famine and mass migration if the Strait of Hormuz or major Gulf infrastructure is disrupted is highlighted; the cascade effects would include fuel shortages, water scarcity, and social upheaval in the Gulf and beyond. - The plausibility of a direct US/Israeli invasion of Iran is discussed with cautions: landing Karg Island is described as high-risk and potentially catastrophic (a Gallipoli-like disaster), with arguments that large-scale amphibious landings would face entrenched Iranian defenses, tunnels, and coordinated local resistance. - They discuss strategic planning culture in the U.S. military: the importance of rank progression (O-5 to O-6) and the pressure to assign missions to elite units to justify promotions, which can distort strategic choices; bureaucratic dynamics may influence decisions about using special forces and taking on high-risk operations. - The panelists reference recent geopolitical events and media coverage to illustrate tensions: drone warfare in Ukraine, Israeli strikes and covert activity, naval incidents, and the potential use of false-flag operations or provocations to shape public opinion and political decisions. - In closing, the speakers emphasize that Iran, with its decentralized yet disciplined command structure, underground cities, chess-like strategic planning, and advanced drone capabilities, represents a formidable and evolving challenge. They stress the need to rethink assumptions about tech superiority, consider new paradigms of warfare (drone swarms, precision mass, non-traditional operations), and acknowledge the broader risk of a cascading global crisis should Gulf security collapse or major shipping lanes be disrupted. Matt Bracken and Brandon Weichert promote further discussion with their platforms and projects, inviting listeners to follow their analysis and work. - Notable names and affiliations appearing or referenced: Matt Bracken, Brandon Weichert, Steve Bannon, Joe Kent, Dan Davis, Farid Zakaria (Zakari), and Steve Weinstock-style contributors; the discussion is aired on National Security Talk and Nat Sec Hour with promotional notes for iHeartRadio and social channels.

John Mearsheimer and Glenn discuss the trajectory of the United States’ foreign policy under Donald Trump, focusing on the shift from an anticipated pivot to Asia and a reduction of “forever wars” to the current Iran confrontation and its global implications. - Initial optimism about Trump: Glenn notes a widespread belief that Trump could break with established narratives, recognize the post–Cold War power distribution, pivot to the Western Hemisphere and East Asia, end the “forever wars,” and move away from Europe and the Middle East. Mearsheimer agrees there was early optimism on Judging Freedom that Trump would reduce militarized policy and possibly shut down the Ukraine–Russia war, unlike other presidents. - Drift into Iran and the current quagmire: The conversation then centers on how Trump’s approach to Iran evolved. Mearsheimer argues Trump often vacillates between claims of victory and deep desperation, and he characterizes Trump’s current stance as demanding “unconditional surrender” from Iran, with a 15-point plan that looks like capitulation. He describes Trump as sometimes declaring a “great victory” and other times recognizing the need for an exit strategy but being unable to find one. - The escalation ladder and strategic danger: A core point is that the United States and its allies initially sought a quick, decisive victory using shock and awe to topple the regime, but the effort has become a protracted war in which Iran holds many cards. Iran can threaten the global economy and Gulf state stability, undermine oil infrastructure, and harm Israel. The lack of a credible exit ramp for Trump, combined with the risk of escalation, creates catastrophic potential for the world economy and energy security. - Economic and strategic leverage for Iran: The discussion emphasizes that Iran can disrupt global markets via the Strait of Hormuz, potentially shut down the Red Sea with Houthis participation, and target Gulf desalination and energy infrastructure. The U.S. should maintain oil flow to avoid devastating economic consequences; sanctions on Iran and Russia were strategically relaxed to keep oil moving. The longer the war drags on, the more leverage Iran gains, especially as Trump’s options to harm Iran’s energy sector shrink due to the global economy’s needs. - Exit possibilities and the limits of escalation: Glenn asks how Trump might avoid the iceberg of economic catastrophe. Mearsheimer contends that a deal on Iran’s terms would entail acknowledging Iranian victory and a humiliating US defeat, which is politically challenging—especially given Israeli opposition and the lobby. The Iranians have incentive to string out negotiations, knowing they could extract concessions as time passes and as U.S. desperation grows. - Ground forces and military options: The possibility of a U.S. ground invasion is deemed impractical. Mearsheimer highlights that Desert Storm and the 2003 invasion involved hundreds of thousands of troops; proposed plans for “a few thousand” light infantry would be unable to secure strategic objectives or prevent Iranian counterattacks across the Gulf, Red Sea, and Persian Gulf, with Iran capable of inflicting significant damage on bases and ships. The discussion stresses that even small-scale operations could provoke heavy Iranian defense and strategic backlash. - European and NATO dynamics: The Europeans are portrayed as reluctant to sign onto a risky campaign in support of U.S. objectives, and the episode warns that a broader economic crisis could alter European alignment. The potential breaching of NATO unity and the risk of diminished transatlantic trust are underscored, with Trump’s stance framed as blaming Europeans for strategic failures. - Israel and the lobby: The influence of the Israel lobby and its potential consequences if the war deteriorates are discussed. Mearsheimer notes the danger of rising antisemitism if the war goes catastrophically wrong and Israel’s role in pressuring continued conflict. He also observes that a future shift in U.S. strategy could, in extreme circumstances, diverge from traditional Israeli priorities if the global economy is at stake. - Deep state and decision-making: The final exchange centers on the role of expertise and institutions. Mearsheimer argues that Trump’s distrust of the deep state and reliance on a small circle (Kushner, Whitkoff, Lindsey Graham, media figures) deprived him of necessary strategic deliberation. He contends that a robust deep-state apparatus provides essential expertise for complex wars, offering a counterpoint to Trump’s preferred approach. He contends the deep state was not fully consulted, and that reliance on a limited network contributed to the strategic miscalculations. - Concluding tone: Both acknowledge the grave, uncertain state of affairs and the high risk of escalation and miscalculation. They express a desire for an optimistic resolution but emphasize that the current trajectory is precarious, with signs pointing toward a dangerous escalation that could have wide-ranging geopolitical and economic consequences. They close with a note of concern about the potential for rash actions and the importance of considering responsible exits and credible diplomatic channels.

- The discussion centers on the Strait of Hormuz blockade amid a claimed ceasefire. The hosts question the ceasefire’s meaning, noting the blockade blocks Iranian ports while talk of abiding by a ceasefire continues. They describe the blockade as highly scripted and incomplete: “The US has a version of what’s going on… stopping every ship. There’s not a ship getting out.” Meanwhile, Iran appears to allow some ships to depart, and China-bound oil shipments have reportedly left the strait and were not stopped. - They compare the situation to “Japanese Kabuki theater,” with a security-guard-like role for some actors and limited real authority. The discussion emphasizes Iran’s multifaceted defense capabilities: coastal defense cruise missiles, short-range ballistic missiles, and drones (air, surface, underwater) that could threaten ships within about 200 miles of the coast. The Abraham Lincoln reportedly suffered damage within 220 miles of Iran’s coast, with Trump later acknowledging multiple attack sources. - On enforcement challenges, it’s noted that effective interdiction would require helicopters, destroyers, and other assets; however, aircraft carriers with helicopters still cover only limited areas. Tracking ships at sea is difficult without transponders, making enforcement complex. - The blockaded objective is debated. Early Trump administration moves lifted sanctions on Russia and Iran to keep oil flowing, but more recently sanctions on Russian oil have been reimposed while efforts to choke Iranian oil continue. The global oil market shows a dissonance: futures prices suggesting relief, but actual dockside prices for oil can be extremely high (up to around $140–210 per barrel). The economic impact is emphasized as potentially severe and not aligned with market signals. - There is critical discussion of Donald Trump’s leadership and decision-making: he is portrayed as emotionally volatile, with shifting beliefs and a tendency to see in headlines what he wants to see. A vivid analogy likens Trump to a child living with an alcoholic father, reacting to threats and stimuli rather than rational policy. J. D. Vance is highlighted as one of the few who has opposed Trump’s war approach and faced pressure from others close to Trump. - Diplomatic moves: Russia and China are described as stepping up efforts to broker peace, working with Saudis, Emiratis, and Iranians, and even approaching Turkey. There are signs that a peace process could be built around resurrecting or reformatting JCPOA-style arrangements, such as on-site IAEA inspections and nonproliferation commitments, potentially making them permanent. The possibility of a ceasefire between Israel and Hezbollah is discussed as part of broader regional negotiations. - The blockade is criticized as unsustainable, with concerns about maintenance bases (Diego Garcia) and the risk of escalation if ships are forced into closer proximity to Iran. It’s noted that China has warned it would treat interference with Chinese maritime traffic as an act of war; Iran could still route commerce through Turkmenistan and other corridors, limiting the blockade’s effectiveness. - The broader geopolitical shift is highlighted: the United States is losing influence in the Gulf. UAE resistance to Iran and the Saudis’ precarious balance are pointed out, with Iran signaling it could charge fees for entering the Gulf. The dollar’s waning influence is noted, along with rising Chinese and Russian influence in the Gulf region. - The wider consequences anticipated include energy and food shocks, with cascading economic effects globally. The prospect of extended conflict, internal U.S. political chaos, and potential impeachment pressure on Trump are discussed as factors that could influence the war’s trajectory. The hosts suggest that while a negotiated settlement could emerge, the path is fraught with contradictions, shifting alliances, and competing narratives between Washington, Tehran, and regional players.

In this discussion, Speaker 0 interviews Scott Ritter, a former UN weapons inspector and US Marine Corps intelligence officer, about the implications of a phone call between Donald Trump and Vladimir Putin and the broader geopolitics around Ukraine, Iran, and energy. - On the Trump-Putin call and diplomacy with the US: Ritter notes that Trump initiated the call, and Russia has kept a diplomatic channel open with the United States, despite tensions and distrust. Russia reportedly invited figures like Steve Witkoff and Jared Kushner to continue diplomacy. He interprets Russia’s openness as a strategic move to maintain influence in decision-making, particularly with the US seeking Russian assistance on energy and conflict termination in Ukraine and Iran. - Russia’s behavior in response to Western strikes and its strategic calculus: Ritter argues Russia has deliberately avoided a rapid military overreaction to Western actions (e.g., UK strikes on Bryansk using Storm Shadow missiles and Flamingo systems) to prevent elevating Ukrainian nationalism or provoking a harsher Western stance. He suggests Russia can legally justify countermeasures against British facilities tied to Storm Shadow and Flamingo production, but chooses restraint to avoid elevating domestic political backlash and to exploit diplomatic openings. - Economic dimensions and sanctions: He contends Russia benefits from the lifting of oil sanctions, with Russia able to sell crude at much higher market prices, improving its budget and war finances without further escalation. This is framed as a strategic reward for keeping the diplomatic channel open and for not overreacting militarily. - The strategic objective in Ukraine and the West: Ritter states Russia aims to remove Ukrainian nationalism from Europe’s security equation and to establish Ukraine as a neutral party. He argues that Russian actions, including potential pressure on Ukraine and Western states, are designed to compel a settlement more favorable to Moscow, with less emphasis on Ukrainian terms. - The Iran context and US leverage: The conversation posits that Russia’s phone call with Trump could enable further discussions with Kushner and Witkoff on terms that reflect Russian objectives, given the US’s urgent need for Russian help on energy and geopolitical cover. Ritter suggests Moscow could pressure Iran to negotiate in a way that aligns with broader Russian goals and reduces US influence, including potentially linking Ukraine settlements to Iran’s termination or moderation. - Off-ramps and the Iranian war: In Iran, the sole off-ramp is one Iran accepts; the US and Israel no longer control the process. Ritter argues that US strategies (e.g., general Cain’s claims about missile successes) are misguided, with Iran reportedly evading decisive pressure and maintaining leverage. The path forward would involve Russia acting as mediator and engaging Iranian leadership more directly, while the US’s ability to impose a decisive settlement appears limited. - US military options and feasibility: Ritter points out the limits of US military options in Iran and the Strait of Hormuz. He argues that large-scale ground involvement (e.g., 80,000 Marines to seize territories around Hormuz) is impractical given resource constraints, political risk, and logistical challenges. He criticizes the reliance on bombing campaigns with insufficient precision munitions and questions target selection and legality, highlighting a historical precedent where strategic air campaigns did not compel German surrender in World War II. - Broader geopolitical consequences and alliances: The discussion covers how a perceived US strategic defeat could reshape global alignments. Ritter foresees BRICS strengthening as the US loses credibility, with China advancing in Taiwan and the South China Sea, and Russia expanding influence in the Middle East. He suggests Iran could emerge as a regional power, while Israel’s nuclear program could come under renewed pressure. Russia’s involvement in the Middle East, grounded in a strategic framework with Iran, provides Moscow with diplomatic legitimacy to lecture Gulf states. - Lavrov’s stance and Gulf politics: The speakers address Lavrov’s public admonition of Gulf states for pressuring Iran and seeking Western support, arguing this reflects Russia’s adherence to its diplomatic framework and a legally grounded position. Russia’s recent strategic framework with Iran underpins its legitimacy to influence Gulf behavior. - Closing assessment: Ritter emphasizes that the war’s trajectory is being driven by Iranian resilience and US strategic miscalculations. He maintains that Russia’s role as mediator and its leverage over energy markets position Moscow to shape outcomes, while the United States appears increasingly constrained, resource-drained, and vulnerable to strategic defeats on multiple fronts. The result could be a reordering of global alliances and regional power dynamics, with Russia and Iran gaining greater influence and the US recalibrating its priorities accordingly.

Joe Kent, former director of the U.S. National Counterterrorism Center, explains why he resigned over the war against Iran, arguing Iran posed no imminent threat and that the war was driven by Israeli influence and a regime-change agenda. Key points: - Imminent threat and escalation: In his view, Iran was not on the cusp of attacking the U.S. during Trump’s second term. Iran followed a calculated escalation ladder, stopping proxies during Operation Midnight Hammer and returning to negotiation afterward. After the attack on nuclear sites, Iran retaliated in kind, then returned to talks, indicating a calibrated approach rather than irrational behavior. The “imminent threat” cited by some officials was viewed as primarily tied to Israeli actions against Iran, not Iranian intent to attack the U.S. directly. - Regime-change as miscalculation: Kent contends that regime-change aims in Iran—similar to Iraq, Afghanistan, Syria, Libya—are flawed. He believes attempts to remove the Iranian regime strengthen it instead, and he personally did not want another costly war in the Middle East. - Israeli influence and the policymaking process: He describes a multilayered Israeli influence network—strong PAC presence, intelligence sharing, and media/think-tank leveraging—that shapes U.S. policy. Israelis push for no enrichment and regime-change outcomes, using media echo chambers and direct access to U.S. decision-makers to steer policy in a direction that aligns with their goals, sometimes at odds with longer-term U.S. interests or what Trump might publicly advocate. - Intelligence versus policy sales: He notes that intelligence briefings can inform or sell a policy. Israeli influence can bypass traditional channels, presenting threats in emotionally resonant terms (e.g., fear of Ayatollahs obtaining a bomb) to push for aggressive stances. This has contributed to a cycle of escalation and military action. - Negotiation space and red lines: The administration’s narrowing of red lines around enrichment (from broader nuclear nonproliferation to zero enrichment) limited potential deal space. The Iranians did show willingness to negotiate on enrichment levels, monitoring, and proxies, but the Israelis and policy ecosystem continually sought broader prohibitions, complicating any potential agreement. - The Iran-Israel dynamic: The Israeli objective appears oriented toward regime change or a state of chaos preventing Iran from leveraging its regional power. Kent argues the U.S. has enabled Israel by subsidizing its defense and offense, creating pressure that constrains U.S. policy and international leverage. - Strategic and regional assessment: The Gulf, Straits of Hormuz, and regional energy security are central. He argues that the U.S. cannot easily open Hormuz militarily in the long term and that any durable arrangement would require restraining Israel, easing sanctions relief for Iran, and returning to a sustainable regional security framework. - Iran’s current strategy: Iran has managed to deter substantial American escalation by threatening to disrupt energy flows through the Strait of Hormuz and by leveraging proxies and regional influence. The leadership has shown discipline in controlling proxies and presenting a credible threat that optimizes Iran’s strategic position. - Great power dynamics: China is seen as a major beneficiary of the current cycle, gaining leverage as global energy transactions shift away from the dollar and as U.S. attention diverts to the Middle East. Russia’s posture is also affected; sanctions and energy markets interact with Iran’s actions, while Russia and China could exploit the distraction and reframe influence in their favor. - Syria and broader war lessons: Kent emphasizes that regime-change in Syria contributed to instability, with various factions and external powers (Turkey, Israel, HTS, Al Qaeda offshoots) complicating the landscape. He remains skeptical about the future stability of Syria, warning that competing external interests could lead to further conflict. - Prospects for de-escalation: A path to de-escalation would require restraining Israel’s offensive actions, offering some sanctions relief to Iran, and engaging in constructive regional diplomacy to reopen Hormuz. He suggests a sustainable deal would avoid large U.S. troop commitments and focus on practical counterterrorism cooperation, stable oil flow, and avoiding regime-change rhetoric. Overall, Kent argues that the Iran war was driven by a dominant Israeli influence, a flawed regime-change impulse, and a diplomacy dynamic that prioritized aggressive measures over practical, balanced engagement. He advocates restraining Israel, pursuing a pragmatic, limited set of objectives with Iran, and reframing U.S. regional strategy to reduce perpetual conflict in the Middle East. He also warns that without de-escalation, the conflict risks drawing the U.S. into a prolonged and costly cycle with broad regional and global repercussions.

Larry Johnson and the host discuss the extraordinary and escalating tensions around Iran, the Middle East, and the United States’ role in the region. - The guests reference recent remarks by Donald Trump about Iran, noting Trump’s statement that Iran has until Tuesday to reach a deal or “I am blowing up everything,” with a quoted line describing Tuesday as “power plant day and bridge day all wrapped up in one in Iran,” followed by “open the fucking straight, you crazy bastards or you’ll be living in hell.” They describe this rhetoric as madness and suggest the rhetoric signals a potential for a severe U.S. action. - They contrast Trump’s stated plan with the capabilities and willingness of the U.S. military, arguing there are three distinct elements: what Trump wants to do, what the U.S. military can do, and what the U.S. military is willing to do. They discuss a hypothetical ground operation targeting Iran, including possible actions such as striking Natanz or a nuclear-related site, and potentially hitting a “underground missile factory” at Kesheveh, while acknowledging the risk and uncertainty of such plans. - The conversation details a Friday event in which a U.S. F-15 was shot down, and the implications for the broader operation: A-10 Warthog, F-16s, two Black Hawk helicopters (Pave Hawks), and two C-130s were reportedly lost, with speculation about additional losses. They discuss the Pentagon’s statements about casualties and the possibility that other aircraft losses were connected to a rescue attempt for a downed pilot. They estimate several U.S. airframes lost in the effort to recover one pilot and discuss the high costs and risks of attempting CSAR (combat search and rescue). - The speakers reflect on the status of U.S. combat leadership and the debates surrounding purges of senior officers. One guest emphasizes that the fired leaders (Hodney and Randy George) were not operational decision-makers for Iran and argues the purge appears political rather than war-related, describing it as part of a broader pattern of politicization of the senior ranks. - They discuss the Israeli war effort, noting significant strain from Hezbollah in southern Lebanon and questions about Israel’s manpower and reserve mobilization. They mention reports that 300,000 reservists have been activated and talk of an additional 400,000 being considered. The discussion touches on claims that Israel is attacking Iranian negotiating participants and how the U.S. could be drawn into a broader conflict. They critique the Israeli military’s leadership structure, arguing that young officers with limited experience lead a reserve-based force, which they view as contributing to questionable battlefield performance. - The Iranian strategy is analyzed as aiming to break U.S. control in the Persian Gulf and to compel adversaries to negotiate by threatening or constraining energy flows. The guests detail Iran’s actions: targeting oil facilities and ports around Haifa and Tel Aviv, Damona (near the suspected nuclear sites), and claims of missiles hitting a major building in Haifa. They describe widespread civilian disruption in Israel (bomb shelters, subway tents) and emphasize the vulnerability of Israel given its manpower challenges and reliance on U.S. and Western support. - The broader strategic landscape is assessed: Iran’s goal to control the Gulf and oil, with potential consequences for global energy markets, shipping costs, and the international economy. They discuss how Iran’s actions may integrate with China and Russia, including potential shifts in currency use (yuan) for trade and new financial arrangements, such as Deutsche Bank offering Chinese bonds. - They discuss the economic and geopolitical ripple effects beyond the battlefield: rising U.S. fuel prices (gas increasing sharply in parts of the U.S., including Florida), potential airline disruptions, and the broader risk to European energy security as sanctions and alternative energy pathways come under stress. They note that Europe’s energy strategies and alliances may be forced to adapt, potentially shifting energy flows to China or Russia, and the possibility of Europe’s economy suffering from disrupted energy supplies. - Toward the end, the speakers acknowledge the difficulty of stopping escalation and the need for major powers to negotiate new terms for the post-unipolar order. They caution that reconciliations are unlikely in the near term, warning of the potential for a broader conflict if leaders do not find a path away from continued escalation. They close with a somewhat pessimistic view, acknowledging that even if the war ends soon, the economic ramifications will be long-lasting. They joke that, at minimum, they’ll have more material to discuss next week, given Trump’s actions.

Speaker 0: This war was never about Iran. And once you see it, you can't unsee it. Everyone's focused on the missiles, the Strait Of Hormuz, the oil price, but nobody's asking the only question that matters. Who actually gets hurt when Iran's oil disappears? Not America. Not Europe. China. 80% of Iranian oil goes to Asia. China has been buying millions of barrels from Iran every single month under the table around sanctions through back channels. Iran is China's cheap energy lifeline, and Trump just cut it off. He bombed Karg Island, the one port that handles 90% of Iran's oil exports. He didn't hit it by accident. He hit it because that's the pipe that feeds Beijing. But here's what makes this genius. Before he even touched Iran, he captured Maduro, took Venezuela, secured the largest oil reserves on the planet for The US. So when Iran's oil disappears from the global market, America has the replacement. China doesn't. Think about what that means. China's energy costs just exploded. Their factories, their manufacturing, their entire economic engine runs on cheap oil, and the cheap oil just got cut off. While America is sitting on Venezuela on domestic production on the strongest energy position in decades, Iran didn't lose this war. Iran was never the target. Iran was the move you sacrifice to take the queen. This was never a war in The Middle East. This is an energy war against China, and most people won't understand that until it's already over. Wake up.

The speakers portray the United States as having shifted from an empire to a pirate state, with a transformation into what they call the petro gas dollar or LNG dollar. They claim the US has quietly carried out an armed robbery of the world’s oil and gas supply, hitting Russian tankers and refineries, crippling China’s oil supply, capturing major oil fields, and kidnapping or assassinating leaders, all while expanding its domination over global energy and finance. The analysis emphasizes that the US, now the world’s top producer and exporter of oil, gas, and LNG, operates with self-sufficiency but seeks to kill competition to maintain a monopoly. The claim is that the US used the Ukraine war as cover to eliminate rivals and then used the Iran war to finish off Qatar’s LNG position, forcing Europe to buy American LNG at ten times the price and turning Europe into a US energy client. As a result, European energy prices rise, euros lose value relative to the dollar, and BRICS and dedollarization efforts falter. A central strategic thread is the destruction of competing energy suppliers to create captive markets. The speakers allege that the US destroyed Nord Stream II and blew up pipelines, which not only hurt Russia but forced Europe to rely on American LNG. They argue that the US then redirected gas flows to the Gulf and Levant, sealing a role for Chevron and other US energy giants in these transactions. The Board of Peace is described as a front for a legal cover of Washington’s colonial plan, enabling energy seizures in Gaza, the Levantine Basin, and elsewhere, with Chevron’s activities framed as orchestrated groundwork for energy deals in the Levantine Basin, as well as in Venezuela and Lebanon. The narrative then claims the US intends to dominate China by cutting off its vital fuel sources, forcing China to buy American oil and gas, thereby preserving the dollar and hobbling BRICS and multipolarity. It details how the US targeted Venezuela’s oil, kidnapping Maduro and seizing oil, which previously supplied 80% of Venezuela’s oil exports to China, and how the US expanded its reach by threatening Cuba’s energy grid after Maduro’s removal. It asserts the US orchestrated a global oil blockade, with attacks on Russian energy hubs, ships, and refineries, to cripple Russia and China’s energy security, including attacks in the Caribbean, North Atlantic, Mediterranean, Black Sea, and Baltic Sea. The speakers describe Iran as being cut off from Hormuz and subjected to an escalating cycle of strikes that disrupt its toll system and port infrastructure, while Russia’s exports are disrupted by attacks on export hubs and ships, creating a 40% reduction in Russia’s seaborne oil export capacity. They claim the US is using this chaos to drive up LNG and oil prices, forcing Europe and Asia to bid on US gas while shipping dominance remains with Washington. The financial logic is that dedollarization efforts fail because the US can force energy trade to be settled in dollars, while the US economy benefits from wartime pricing and export profits. The “maritime extortion network” is described as a system where the US can move LNG on ships, changing routes as needed, and a “protection racket” via the US Navy is proposed as a price for safe passage. The monroe doctrine is reframed as moving the planet’s energy corridor into the Western Hemisphere, with the Gulf of Mexico and Washington as the key nodes, rather than the Middle East. Finally, the speakers assert that Iran’s drones, missiles, and air defenses have degraded the US air force’s bases and radar arrays, while the USS Gerald R. Ford was compelled to relocate, reinforcing the claim that Iran’s actions are challenging US military dominance and undermining the myth of invincibility. The overarching claim is that the US empire is consolidating global energy control through piracy, sanctions, and strategic energy realignments, with Chevron playing a pivotal role in every facet of this strategy.

Syed Mohamed Marandi discusses the collapse of the Islamabad negotiations and the wider implications of the current U.S.-Iran confrontation. - On what happened in Islamabad: Iran participated despite low expectations, aiming to show willingness to resolve the crisis if Americans are reasonable and to ensure the world sees Iran’s efforts. The Iranians believed the United States lacked will to make progress. During talks there was some progress on various issues, but near the end the United States shifted to a hard line on the nuclear program and the status of the Strait of Hormuz. Vance claimed Iran wanted to build a nuclear weapon, a claim Marandi notes was contradicted by former counterintelligence official Joe Kent’s resignation letter. Netanyahu reportedly maintains direct influence, with Vance reporting to Netanyahu daily, which Iran views as undermining an agreement. Netanyahu’s insistence on control and “being the boss” is presented as a central obstacle to any deal. The ceasefire in Lebanon was touted as failing, with Netanyahu and Trump accused of conspiring to wreck it, and Iran’s actions after the ceasefire aligned with this view. The Iranian delegation flew back by land after the flight to Tehran was diverted, reflecting the perceived danger and the Washington Post piece calling for the murder of negotiators. Iran’s approach is framed as attempting to resolve the problem while signaling willingness to negotiate if U.S. policy becomes reasonable. - On the blockade and its consequences: The U.S. blockade on Iranian ports has just begun and will likely worsen the global economic crisis, pushing more countries to oppose the United States. China is angry as Washington dictates terms against oil and trade in the region. The blockade could be used to strangle China’s energy supplies, creating a double-edged impact by simultaneously worsening the global crisis and pressuring U.S. allies. Iran says it may respond by striking ships in the Red Sea and blocking the Red Sea and the Gulf of Oman if the blockade continues. Iran notes it has substantial financial resilience from oil sales at higher prices without middlemen, with about 100 million barrels left to sell after selling half of its declared oil stock, and it views energy shortages as likely to trigger broader economic disruption, including shortages of helium, LNG, and fertilizers. - On war readiness and possible outcomes: Iran anticipates a major assault and is preparing defenses and offensive capabilities. Iran argues negotiations were not taken seriously by the United States and believes the U.S. is buying time. Iran would view victories as having the United States back down, preserving Iran’s rights, and protecting its regional allies, with a long-term ceasefire. Iran contends it should control the Strait of Hormuz to prevent future aggression and seeks compensation for damages caused by the conflict, emphasizing sovereignty over Hormuz and peace for Lebanon, Gaza, Iraq, and Yemen. Iran states that if the U.S. and its regional proxies strike, Iran would respond by targeting energy and infrastructure in the Persian Gulf. - On broader geopolitical shifts and regional dynamics: Marandi argues the current crisis accelerates a move toward a multipolar world, with the United States’ hegemonic position eroding. The UAE is portrayed as pushing for war, while other Gulf states are increasingly wary. He predicts a possible land invasion of Iran, but emphasizes Iran’s long-term preparedness and resilience. Weather and terrain are cited as factors likely to complicate a potential U.S. invasion, particularly in the hot summer conditions of the region. - On potential definitions of “victory”: Iran’s victory would involve U.S. backing down, Iran preserving its rights, a long-term ceasefire, and sovereignty over the Strait of Hormuz. A broader victory would see the end of supremacism in Palestine and the end of genocidal actions in Lebanon, with peace across the region as a key objective. The discussion ends with the notion that a shift toward an American focus on its republic, rather than empire, would benefit global stability.

The discussion centers on the rapid escalations in the Iran-Israel-US-Russia dynamic over the last 48 hours, with each side framing the situation differently. The hosts contrast the Trump administration’s claims of control and progress toward a ceasefire with Iranian statements about targeting Middle East bases and oil infrastructure. They also reference Sergei Lavrov’s assertion of a “new era” and a realignment of global actors as the conflict unfolds, asking who is in control: Iran, Israel, the United States, or Russia. Captain Matthew Ho, an Iraq war veteran and former state department officer, is brought on to analyze the situation. He is framed as anti-war and thoughtful about these issues. The hosts ask for a high-level assessment of the past 48 hours and the likely trajectory. Captain Ho argues that the conflict is proceeding as many had anticipated: after an initial American-Israeli shock-and-awe campaign, the Iranians demonstrated they can execute a strategy to achieve clear political objectives, both immediate (deterrence and protecting sovereignty) and long-term. He notes that while the Americans and Israelis can continue bombing, there is no clear pathway to success for them, whereas Iran has built a durable capability through missiles, drones, and naval forces, and has shown strategic patience. He points to economic signals, such as West Texas Intermediate crude around $105 per barrel, as evidence of Iranian deterrence taking shape. Ho emphasizes that the Americans are increasingly perceived as desperate and lacking initiative, with Iran in control of the war’s momentum. He cites examples of countries pushing back on American basing plans and airspace access (Spain, Italy), suggesting a broader erosion of Western unity and credibility as the conflict persists. He also notes the entrance of the Houthis (Ansar Allah) into the war, arguing that Iran’s axis of resistance—now including Yemen, Iraq, and Hezbollah—has captured the initiative and constrained American options, potentially making ground invasions a consideration rather than a plan that is likely to succeed. He warns that the idea of an imminent American ground invasion is driven by public-relations calculations to claim a victory and exit, rather than a coherent strategic objective. The conversation then turns to the potential ground campaign, including landings on islands like Karg Island and other objectives tied to controlling oil exports routed through Iranian territory. Ho argues that a credible administration would not reveal specific invasion plots, suggesting such disclosures are distractions or misstatements aimed at shaping perception. He questions whether Washington’s real aim is regime change or something else, but asserts that the United States lacks a clear, controllable narrative and initiative. Beyond the immediate battlefield, the discussion touches on how Iran’s strategy extends to economic and geopolitical disruption: deterring future conflicts by making them costly, leveraging energy routes through the Strait of Hormuz, and enabling a shift toward a multipolar world. Ho argues that Iran’s long-range vision may transform global power structures, potentially involving tolled passage in the strait and dedollarization implications, with economic consequences for the United States and its allies. The European response is analyzed as fracturing from the United States: countries like Italy and Spain resist unilateral American actions or airspace usage, and even Germany’s stance has cooled. The hosts explore how Europe’s alliance with the United States is fraying, with NATO’s future in question as European leadership grapples with economic and political hollowing and a rethinking of strategic dependencies. Ho concludes that the war’s trajectory could redefine the post-World War II order if it continues, marking a potential shift toward a multipolar world and altering US dominance. He emphasizes the importance of understanding Iran’s preparation, patience, and coordination with allied forces in the region, which together shape a war where US objectives—beyond regime change—are not clearly defined or likely to be achieved through traditional means.

Speaker 0, Speaker 1, and Speaker 2 discuss the evolving confrontation between the United States and Iran and its broader economic and strategic implications. Speaker 0 highlights three predictions: (1) Trump would win, (2) he would start a war with Iran, and (3) the US would lose that war, asking if these predictions are still valid. Speaker 1 characterizes the current phase as a war of attrition between the United States and Iran, noting that Iranians have been preparing for twenty years and now possess “a pretty good strategy of how to weaken and ultimately destroy the American empire.” He asserts that Iran is waging war against the global economy by striking Gulf Cooperation Council (GCC) countries and targeting critical energy infrastructure and waterways such as the Baghdad channel and the Hormuz Strait, and eventually water desalination plants, which are vital to Gulf nations. He emphasizes that the Gulf States are the linchpin of the American economy because they sell petrodollars, which are recycled into the American economy through investments, including in the stock market. He claims the American economy is sustained by AI investments in data centers, much of which come from the Gulf States. If the Gulf States cease oil sales and finance AI, he predicts the AI bubble in the United States would burst, collapsing the broader American economy, described as a financial “ponzi scheme.” Speaker 2 notes a concrete example: an Amazon data center was hit in the UAE. He also mentions the United States racing to complete its Iran mission before munitions run out. Speaker 1 expands on the military dynamic, arguing that the United States military is not designed for a twenty-first-century war. He attributes this to the post–World War II military-industrial complex, which was built for the Cold War and its goals of technological superiority. He explains that American military strategy relies on highly sophisticated, expensive technology—the air defense system—leading to an asymmetry in the current conflict: million-dollar missiles attempting to shoot down $50,000 drones. He suggests this gap is unsustainable in the long term and describes it as the puncturing of the aura of invincibility that has sustained American hegemony for the past twenty years.

Einar Tangin and Glenn discuss the forthcoming Xi Jinping–Donald Trump meeting and the broader strategic landscape shaping U.S.–China competition. - On the Trump–Xi meeting: Tangin expects very little substantive outcome. China’s strategy toward the United States is to keep engagement open rather than push Trump into a corner, despite Trump’s past actions and their consequences. He notes a narrow scope to be discussed in a California meeting, with Trump volunteers unprepared and pushing “the usual maximist stuff.” China is signaling that Taiwan will be a red line. Beyond that, the Chinese may accept limited concessions such as grain, gas, or oil purchases, but no sweeping arrangements. The overall takeaway: continued engagement, but not a game-changing breakthrough. - U.S. energy and global strategy: Tangin argues the United States uses energy as a tool of influence, aiming to control access and shape markets (the petrodollar legacy, strategic chokepoints). The Ukraine war has accelerated Europe’s decoupling from Russia and the U.S. seeks to expand similar dynamics in East Asia. He emphasizes that the energy game is dynamic: oil prices impact inflation, and long-term, demand destruction and a shift to alternatives (electricity, renewables) will reshape markets. He points to new energy tech and scale: batteries and storage (CATL’s battery capacity) enable large-scale decoupling from fossil fuels; China’s plans to deploy up to 50 nuclear plants at a time and to pursue commercially available fusion power could transform the energy landscape. The U.S. may face higher exploration costs and geopolitical risk in sustaining high oil output, while heavy reliance on fossil fuels could erode long-term economic viability. - Global consequences and who bears the pain: In the short term, countries without reserves (notably parts of the Global South, including India) will face fertilizer and diesel shortages during planting seasons, with potential 15–25% yield reductions and elevated inflation. Food security risks loom as energy costs ripple through fertilizer, transport, processing, and farming inputs. The analysis highlights fertilizer nitrogen production’s energy intensity and the cascading nature of energy in food supply chains. The discussion stresses that global south economies will be hit hardest early on, with food and fuel inflation compounding social and political pressure. - The Iran war and maritime strategy: The discussion connects the Persian Gulf crisis to broader blockades and maritime competition. A naval blockade approach risks escalation and confrontation with China, which has extensive trade links through ASEAN and other partners that would be harmed by disruption. Tangin notes that China cannot be easily forced into combat in Europe or the Middle East; any escalation involving tactical nuclear use would be dangerous. He suggests that Europe’s elites may push for confrontation against Russia, but the political climate and energy constraints could destabilize Western allies and push towards alternative alignments, particularly with China. - China’s strategic posture and alternative world order: Tangin emphasizes that China has a model that emphasizes no ideology between states, sovereignty, and mutual non-interference, echoing a Westphalian framework. He describes China’s global governance concept as a peer-to-peer, negotiation-centered approach, where disputes are settled at the table rather than through force. He frames China’s proposition as simple: “No more ideology between countries. Every country should be secure. Security should not depend on the insecurity of another country. Every country has the right to choose its own path of development.” This is presented as a peaceful, governance-based alternative to U.S.-led hegemony. - Europe’s strategic crossroads and the future: Europe faces existential economic strains, competitiveness challenges, and the temptation of isolationist or right-wing governance. The conversation predicts prolonged political volatility if energy prices and inflation persist, with potential swings between different leaderships. China’s strategy, in this vision, is to promote internal diversification and consumption-led growth while engaging with international partners on a governance framework that reduces the incentives for confrontation. - Concluding note: The speakers agree that Europe’s willingness to embrace China’s model, rather than clinging to a confrontational U.S.-led paradigm, could shape a more stable global order. They caution that the old order has ended, and creative destruction is underway, with China advocating a negotiated, governance-based path forward.

The speakers argue that a coordinated, engineered strategy is unfolding to destroy global energy and food systems, with catastrophic humanitarian consequences. They claim the plan involves triggering and exploiting energy infrastructure attacks, fostering mass migrations, and provoking global famines to reshape geopolitics. Key assertions and timelines: - A broader war design is being executed to destabilize the Middle East and other core energy regions. The speakers contend the Middle East is being “disassembled” and that global famines and depopulation are deliberate outcomes of this strategy. - They link energy disruptions to food insecurity, fertilizer shortages (urea, sulfuric acid), and fertilizer-related price shocks, arguing that a closed Strait of Hormuz and attacks on LNG facilities will cascade into global shortages and mass hunger. - Specific choke points emphasized as leverage points include the Strait of Hormuz, Strait of Malacca, Bosphorus (Turkish Strait), Suez, Bab al-Mandeb, Panama Canal, Danish Strait, and the Strait of Gibraltar. Closing any of these routes, they say, could trigger widespread disruptions in Europe, Asia, and beyond. Recent developments they highlight: - Israel reportedly struck Iran’s gas fields, with Iran retaliating by striking Qatar Energy facilities. Two of Qatar Energy’s 14 cryogenic LNG trains have been destroyed, with a repair time of three to five years for those two trains, per a Reuters interview with the Qatar Energy CEO. This means 17% of Qatar Energy’s annual production is offline, with potential to reach higher percentages if more trains or related infrastructure are attacked. - Force majeure has been declared by Qatar Energy for several major buyers (Italy, Belgium, South Korea, China, Taiwan, Japan) due to the reduced capacity to meet long-term contractual obligations. - The destruction of LNG trains could, if extended to all 14, create a ten-year or longer global famine with estimates ranging from two to four billion deaths over the next decade, according to AI-assisted projections cited by the speakers. - They suggest that continued escalation could devastate LNG supply chains, resulting in widespread economic collapse, rolling blackouts, and mass social upheaval, including potential collapses of allied states and severe shifts in global power dynamics. - They argue the petrodollar system is under pressure as Iran asserts control of Strait of Hormuz through its actions, threatening the flow of energy priced in dollars. Broader geopolitical implications: - The speakers contend that the US is losing influence in the Middle East and that Gulf states may rethink alliances if the US cannot guarantee energy security. They forecast Taiwan and Japan, among others, could be deeply endangered due to supply-chain and energy pressures, with Taiwan potentially facing a forced realignment with China as a result of famine-induced coercion. - They predict other regional disruptions (e.g., to Thai and Indian food security) and warn that food production is increasingly vulnerable to energy constraints and to strategic moves by powerful actors who want to alter the global order. - They connect these energy and food dynamics to a larger narrative about AI-driven economic restructuring and population replacement, arguing that governments may seek to depopulate or reengineer labor markets to accommodate AI, while relying on the digital grid to control populations in the aftermath of shortages. Cast of participants and perspectives: - The main speaker (Speaker 0) asserts that these outcomes are deliberate and predictable, citing repeated warnings over years about energy and food-security chokepoints. He argues that the predicted escalations are aligned with a longer-term plan to depopulate and to redraw global influence. - Speaker 1 and Michael Yon (a war correspondent) participate in reinforcing the predicted trajectory, discussing the strategic significance of LNG energy infrastructure, the potential for further train (equipment) destruction, and the cascading consequences for global hunger and economic stability. - The dialogue emphasizes urgency, with repeated warnings that escalation must be de-escalated to avert a decade-long famine and systemic collapse. In sum, the speakers present a cohesive, alarmist view: a deliberate campaign targeting energy infrastructure and global supply routes is underway, with two LNG trains destroyed at Qatar Energy and the Strait of Hormuz potentially kept closed by design. If unchecked, they warn of a decade-long, billions-deaths-scale famine, seismic shifts in global power, and a transformed energy order, accompanied by social and political upheaval across many nations.

Alastair Crook outlines a two-component Iranian retaliation that is unfolding in three stages. The first component, driven by Iran’s missile and drone capabilities, was expected to target American bases in the Persian Gulf and Gulf area rather than Gulf States themselves. Ali Larragyani has stressed that the attack is not on Gulf States but on American bases and CIA facilities that use Gulf States to pursue Iran’s conflict. The second element, aimed at Israel, focuses on degrading Israel’s early warning radar systems and AIGs that allow United States and Israel to monitor Iran. This involves striking major radar sites in Gulf States such as Qatar and other locations to hinder Israel’s ability to attack Iran. The second phase then employs older missiles and drones to exhaust Israeli air defenses, wearing them down so they can no longer intercept subsequent strikes. Observations of Israeli intercepts against incoming missiles, with many intercept attempts yet frequent misses, are cited as evidence of this wear-down strategy. In the Gulf, Iranian drones have begun to operate more freely over Dubai and other sites, indicating that Gulf air defenses are strained or exhausted. Iran may continue destroying American bases and evacuating certain installations, notably in Bahrain, where the Fifth Fleet facilities have suffered significant damage. In the Israel domain, after degrading radar and defense networks, Iran may transition to more modern, faster missiles. There is speculation about hypersonic missiles with higher speeds (potentially Mach 8–10) and multi-warhead configurations arriving in Iranian inventories, though Crook hedges that he is not a military expert. A longer-term objective of Iran, according to Crook, is to drive the United States out of the Middle East, with the broader aim of reconfiguring regional power dynamics and energy infrastructure—potentially shifting influence toward BRICS and reducing Western dominance over seaborne oil and gas routes. He notes signs that the United States is attempting to control chokepoints and detain or seize tankers linked to Russia, China, or sanctioned states, albeit with questionable legal justification. The economic and geopolitical costs are significant: gas prices for Europe have surged, oil prices are up, and markets are crashing. He suggests the Gulf States may never be the same, with security concerns driving some Western residents to relocate. The conflict is also prompting discussions among Gulf States about changing their relationships with Iran and potentially limiting future American or British military presence on Gulf bases, as illustrated by warnings to the British about the Cyprus and broader Gulf basing roles. On the American side, Crook argues that the U.S. strategy is not going as planned. He asserts the killing of the Iranian supreme leader (Khamenei) was a grave miscalculation that failed to trigger regime change and instead sparked widespread protests in Baghdad, Bahrain, and Iraq, potentially destabilizing Bahrain’s ruling Emir and provoking regional unrest. He emphasizes that the attack undermined U.S. credibility and highlighted the vulnerability of American interests, with protests and regional backlash challenging the U.S. narrative and complicating domestic political considerations, including potential ramifications for Trump’s political standing. Regarding the Israeli-American relationship, Crook suggests the clash and miscalculations are likely to affect U.S.–Israel ties. He argues that attempts at decapitation strikes and hopes for a Western-aligned Iran have not only failed but also intensified anti-American and anti-Israeli sentiment in parts of the region, challenging the traditional “Israel-first” posture and implying significant implications for how the United States will engage with Israel in future policy, diplomacy, and security commitments. He also notes that even within the Democratic Party, there may be demand for a thorough rethink of U.S.–Israel relations. Crook concludes that Iran’s hard-to-predict responses, combined with U.S. miscalculations and regional blowback, signal broad and potentially lasting geopolitical shifts in West Asia, with the possibility of broader implications for Russia–Ukraine dynamics and global energy security. The discussion ends with an acknowledgment that an immediate diplomatic de-escalation seems unlikely unless substantial concessions—such as lifting sanctions, returning frozen Iranian assets, and a broader shift in U.S. policy—are offered.

Pepe and Mario discuss a broad set of geopolitical developments, focusing on Venezuela, Iran, and broader U.S.-led actions, with insights on Russia, China, and other regional players. - Venezuela developments and U.S. involvement - Venezuela is described as a “desperate move related to the demise of the petrodollar,” with multiple overlapping headlines about backers maneuvering for profit and power in Latin America, and about the U.S. declaring “this is my backyard.” Delcy Rodríguez, the daughter of a slain revolutionary killed by the CIA, leads a new government, described as old-school Chavista with strong negotiation skills, who prioritizes Venezuela’s interests over U.S. interests. - The operation is criticized as having no clear strategy or forward planning for reorganizing the Venezuelan oil industry to serve U.S. interests. Estimates from Chinese experts suggest it would take five years to recondition Venezuela’s energy ecosystem for American needs and sixteen years to reach around 3 million barrels per day, requiring approximately $183 billion in investment—investment that U.S. CEOs are reportedly unwilling to provide without total guarantees. - There is debate about the extent of U.S. influence within Maduro’s circle. Some Venezuelan sources note that the head of security for the president, previously aligned with the regime, was demoted (not arrested), and there is discussion of possible U.S. ties with individuals around Maduro’s inner circle, though the regime remains headed by Maduro with key loyalists like the defense minister (Padrino) and the interior minister (Cabello) still in place. - The narrative around regime change is viewed as a two-edged story: the U.S. sought to replace Maduro with a pliant leadership, yet the regime remains and regional power structures (including BRICS dynamics) persist. Delcy Rodríguez is portrayed as capable of negotiating with the U.S., including conversations with Marco Rubio before the coup and ongoing discussions with U.S. actors, while maintaining Venezuela’s sovereignty and memory of the revolution. - The broader regional reaction to U.S. actions in Venezuela has included criticism from neighboring countries like Colombia and Mexico, with a sense in Latin America that the U.S. should not intrude in sovereign affairs. Brazil (a major BRICS member) is highlighted as a key actor whose stance can influence Venezuela’s BRICS prospects; Lula’s position is described as cautious, with Brazil’s foreign ministry reportedly vetoing Venezuela’s BRICS membership despite Lula’s personal views. - The sanctions regime is cited as a principal reason for Venezuela’s economic stagnation, with the suggestion that lifting sanctions would be a prerequisite for meaningful economic recovery. Delcy Rodríguez is characterized as a skilled negotiator who could potentially improve Venezuela’s standing if sanctions are removed. - Public opinion in Venezuela is described as broadly supportive of the regime, with the U.S. action provoking anti-American sentiment across the hemisphere. The discussion notes that a large majority of Venezuelans (over 90%) reportedly view Delcy Rodríguez favorably, and that the perception of U.S. intervention as a violation of sovereignty influences regional attitudes. - Iran: protests, economy, and foreign influence - Iran is facing significant protests that are described as the most severe since 2022, driven largely by economic issues, inflation, and the cost of living under four decades of sanctions. Real inflation is suggested to be 35–40%, with currency and purchasing power severely eroded. - Foreign influence is discussed as a factor hijacking domestic protests in Iran, described as a “color revolution” playbook echoed by past experiences in Hong Kong and other theaters. Iranian authorities reportedly remain skeptical of Western actors, while acknowledging the regime’s vulnerability to sanctions and mismanagement. - Iranians emphasize the long-term, multi-faceted nature of their political system, including the Shiite theology underpinning governance, and the resilience of movements like Hezbollah and Yemeni factions. Iran’s leadership stresses long-term strategic ties with Russia and China, as well as BRICS engagement, with practical cooperation including repair of the Iranian electrical grid in the wake of Israeli attacks during the twelve-day war and port infrastructure developments linked to an international transportation corridor, including Indian and Chinese involvement. - The discussion notes that while sanctions have damaged Iran economically, Iranians maintain a strong domestic intellectual and grassroots culture, including debates in universities and cafes, and are not easily toppled. The regime’s ability to survive is framed in terms of internal legitimacy, external alliances (Russia, China), and the capacity to negotiate under external pressure. - Russia, China, and the U.S. strategic landscape - The conversation contrasts the apparent U.S. “bordello circus” with the more sophisticated military-diplomatic practices of Iran, Russia, and China. Russia emphasizes actions over rhetoric, citing NATO attacks on its nuclear triad and the Novgorod residence attack as evidence of deterrence concerns. China pursues long-term plans (five-year plans through 2035) and aims to elevate trade with a yuan-centric global south, seeking to reduce dollar reliance without emitting a formal de-dollarization policy. - The discussion frames U.S. policy as volatile and unpredictable (the Nixon “madman theory” analog), while Russia, China, and Iran respond with measured, long-term strategies. The potential for a prolonged Ukraine conflict is acknowledged if European leaders pursue extended confrontation, with economic strains anticipated across Europe. - In Venezuela, Iran, and broader geopolitics, the panel emphasizes the complexity of regime stability, the role of sanctions, BRICS dynamics, and the long game of global power shifts that may redefine alliances and economic arrangements over the coming years.