The John Batchelor Show

Gordon Chang and Victoria Coates continue: China benefits from discounted Iranian oil but views the regime's economic instability as a "bad debt." Simultaneously, Saudi Arabia is deepening its partnership with the U.S. through a landmark nuclear cooperation deal. Iraq has also signaled a shift toward Washington, signing $60 billion in energy deals with American companies like Chevron. While Russia seeks to sell extra capacity to Asia, Ukrainian strikes on refineries may hinder Putin's ability to remain a reliable energy supplier. (4)
1945 TOKYO STATION

Gordon Chang and Victoria Coates report that Iran has activated the Houthis to attack the Bab el-Mandeb strait, a critical choke point for Saudi Arabian oil exports. This escalation has pushed oil prices past $95 as the Houthis use Iranian-supplied missiles and drones to harass shipping. While the House of Saud is targeted, internal frictions between Saudi Arabia and the UAE complicate a unified regional response. The conflict represents a major humanitarian and economic disaster for global commerce. (3)
1944 TOKYO STATION

Gordon Chang and Peter Huessy discuss the Democratic Socialists of America (DSA) bill to drastically reduce the U.S. nuclear triad, including cutting ICBMs from 400 to 150. Supported by Senators Bernie Sanders and Elizabeth Warren, the plan effectively promotes unilateral disarmament. Critics argue this trashes the concept of nuclear deterrence just as China and Russia expand their arsenals. Furthermore, there is a widespread "miseducation" of Americans regarding the necessity of a modernized nuclear deterrent. (2)
1943 US AGITPROP

Gordon Chang and Rick Fisher examine Xi Jinping's introduction of the World Artificial Intelligence Cooperation Organization (WAICO), designed to establish Chinese dominance in setting global AI rules. Headquartered in Shanghai, the group aims to make international partners dependent on Chinese technology while promoting anti-democratic values. Meanwhile, China's economy is struggling, with real growth potentially near zero. Despite manufacturing strengths, China remains vulnerable due to a critical lack of high-end Nvidia chips required for advanced AI development. (1)
1923 TOKYO EARTHQUAKE

SCHEDUKE JBS 7-21-26
Elizabeth Peek joins John Batchelor to discuss how rising gasoline prices act as a talisman for consumer sentiment and presidential approval. Despite low unemployment and rising real wages, the public remains fixated on energy costs. Peek criticizes Republican messaging and highlights the massive AI-driven investment boom currently occurring. (1)
Elizabeth Peek discusses New York mayoral candidate Zohran Mamdani's inability to define the "working class." She argues the Democratic Socialists of America (DSA) primarily represent white, college-educated liberals rather than manual laborers. They also discuss Kevin Warsh as a potential Fed chairman and the independence of interest rate decisions. (2)
Peter Berkowitz examines Vice President JD Vance's views on restoring Christianity in America. Berkowitz highlights the ambiguity in Vance's stance regarding government involvement in religion. They contrast Vance's rhetoric with James Madison's historical opposition to state-funded religion, emphasizing the constitutional separation of church and state. (3)
Ahmad Sharawi reports on Syria's interception of sophisticated Iranian weapons—including cruise missile components—destined for Hezbollah. The weapons were concealed in Iraqi oil tankers. This move is seen as Al-Shara's attempt to gain international trust and investment by demonstrating a commitment to containing Hezbollah's rearmament. (4)
Mary Kissel discusses the ongoing conflict with Iran in the Strait of Hormuz. She argues there is no diplomatic overlap because Iran views nuclear weapons as essential for survival. Kissel notes the lack of a broad international coalition and warns that regional allies might seek accommodation with Tehran. (5)
Mary Kissel turns to NATO's lack of unity regarding the Ukraine war. Kissel argues that while Eastern Europeannations feel the threat, Western Europe focuses on domestic politics. She highlights the emergence of a "new alliance" of Russia, Iran, and China, which poses a significant hybrid threat. (6)
Joseph Sternberg analyzes China's struggling economy, noting that official growth targets are likely overstated. Facing a real estate crater and demographic decline, China is reverting to an export-heavy model. Unlike Japan's past recovery, China's adversarial stance makes trading partners less willing to absorb its gluts. (7)
Joseph Sternberg discusses the transition to Prime Minister Andy Burnham in the UK. Burnham, who took office without an election mandate, faces a heavily taxed economy and bond market skepticism. Sternberg critiques Burnham's big-government agenda and resistance to market reforms, suggesting it may drive away wealth. (8)
Gregory Copley evaluates Prime Minister Andy Burnham's new cabinet, specifically John Healey as Chancellor and Wes Streeting as Defense Secretary. While the government aims to boost defense spending and support Ukraine, Copley questions its legitimacy without a fresh mandate and notes a lack of long-term global strategic planning. (9)
Gregory Copley covers the alienation of Canada under the Trump administration. Copley explains how Canada is diversifying its defense procurement—buying Swedish aircraft and Australian radar—rather than relying on the US. This shift threatens the NORAD partnership and results in billions of dollars lost for US aerospace industries. (10)
Gregory Copley explores the "balance of ignorance," where declining literacy and social media lead to a loss of national identity. He argues that governments make poor strategic decisions because they no longer understand their own history or adversaries, citing the current US conflict with Iran as a primary example. (11)
Gregory Copley explains King Charles III's role in forming Andy Burnham's government. The King's "blessing" provides constitutional legitimacy to the transition. Copley notes Burnham is the first practicing Roman Catholic Prime Minister and highlights the King's departure to Glasgow to open the Commonwealth Games. (12)
Former Congressman Thaddeus McCotter discusses how rising gas prices and inflation hurt Republicans in swing states. They also examine the Trump administration's use of the Smoot-Hawley Act to threaten tariffs on Canada. McCotter views these as punitive measures that weaken the broader argument for necessary trade protections. (13)
Thaddeus McCotter comments on a recent presidential address regarding the 2020 election. He argues that claiming the system is "rigged" is counterproductive for Republican turnout. McCotter suggests that voters care far more about the "price of gas" and groceries than relitigating past elections that the party lost. (14)
John Batchelor and Peter Huessy review classic nuclear war films like Godzilla, On the Beach, and Dr. Strangelove. Huessy argues that while these films highlight the horrors of nuclear use, real-world focus has evolved toward deterrence and sophisticated safety systems designed to prevent accidental or unauthorized missile launches. (15)
Peter Huessy continues the discussion of nuclear films like Fail Safe and The Day After. Huessy disputes claims that The Day After motivated Ronald Reagan's arms control efforts, noting Reagan was a committed advocate for nuclear reductions long before the movie's massive 1983 television broadcast. (16)
Corrections applied silently: Ahmad Sharawi (4) and Thaddeus McCotter (13, 14) per the log.