SCHEDULE JOHN BATCHELOR SHOW, 6-10-26.
Greg Scarlatoiu analyzes Xi Jinping's visit to Pyongyang, noting that Kim Jong-un now views himself as a strategic equal to Xi and Putin. Despite sanctions, North Korea's economy shows a facade of growth fueled by billions made exporting artillery and special forces to Russia. Kim is also modernizing his security apparatus into a structure similar to Russia's FSB. (1)
Professor Jim Holmes discusses the naval balance between the U.S. and China, suggesting the PLA Navy aims for six aircraft carriers to project power in the Western Pacific and Indian Ocean. While China has made strides in naval aviation without the heavy losses the U.S. historically endured, Holmes believes they still lag behind in technological sophistication and human tactical proficiency. (2)
Victoria Coates highlights Taiwan's indispensable role in the global AI revolution through TSMC's high-end chip production, which the U.S. and China currently cannot replicate. She emphasizes that Taiwan's engineering "super workers" are a state secret. Coates also discusses the political friction in Washington regarding arms sales and the need for Taiwan to increase its own defense spending. (3)
Victoria Coates addresses the Pentagon's decision to list major Chinese companies like BYD and Alibaba as security risks due to their military ties. She argues for clear country-of-origin labeling on products to inform American consumers. Furthermore, Coates criticizes the Biden administration for prioritizing climate goals over addressing China's use of forced labor in the solar panel supply chain. (4)
Natalie Ecanow details Qatar's massive $400 billion investment footprint in the United States, including high-profile real estate like New York's Park Lane Hotel and significant orders for Boeing aircraft. She argues these investments are not merely financial but serve to buy long-term political influence and goodwill with American policymakers, regardless of party affiliation, by embedding Qatari wealth into the U.S. economy. (5)
Natalie Ecanow explains that Qatari wealth is controlled by the Al-Thani autocracy, whose values often conflict with U.S. interests, such as their support for Hamas and the Taliban. She highlights the lack of transparency in Qatarifunding, citing a lawsuit that revealed nearly half a billion dollars in undisclosed money sent to Texas A&M University, and calls for stricter U.S. disclosure laws. (6)
Joel Kotkin examines the definition of fascism, arguing that Italian Prime Minister Giorgia Meloni is not a fascist because she respects democratic norms. He identifies China's government-led economy as the closest modern parallel to historical fascism. Kotkin also warns of "techno-fascism," where a small group of global tech companies exert unprecedented control over public opinion and information through surveillance tools. (7)
Joel Kotkin disputes the label of "fascist" for the MAGA movement, noting it lacks the youth-driven, paramilitary organization characteristic of movements led by Mussolini or Hitler. He describes MAGA as a chaotic coalition of various interest groups held together by Donald Trump's personality. Kotkin emphasizes that using the term as a political slur ruins the possibility of necessary civil discourse. (8)
Michael Bernstam discusses a looming glut of liquefied natural gas driven by record U.S. shale production, which is stabilizing energy prices in Europe. Regarding Russia, he explains that while crude exports continue, Ukrainian drone strikes on refineries have created a domestic manufacturing crisis, leading to fuel shortages for Russian agriculture and industry that are difficult to repair under sanctions. (9)
Michael Bernstam reveals that China has significantly reduced its oil imports by nearly half by drawing on massive strategic reserves of 1.4 billion barrels and increasing electric vehicle adoption. Simultaneously, the U.S. has reached record domestic oil production of nearly 14 million barrels per day. These factors combined help lower global oil prices despite declining inventories in other OECD countries. (10)
Tal Fortgang explores Justice Scalia's legal philosophy through a biography by James Rosen, focusing on Scalia's dissent in Lee v. Weisman regarding religious benedictions at public graduations. Fortgang explains how Scaliapopularized "originalism" and "textualism," arguing that the Constitution should be interpreted based on the original public meaning of the text rather than through subjective "moral readings" by judges. (11)
Tal Fortgang discusses the "Scalian revolution" that shifted the Supreme Court toward judicial restraint. He notes that while Scalia faced a hostile press and "nasty" internal criticism from colleagues like Harry Blackmun, his ideas eventually prevailed. Fortgang also observes that the modern partisan venom in confirmation hearings began during Scalia's era with the contentious treatment of Robert Bork and Clarence Thomas. (12)
Simon Constable reports from France on falling global commodity prices for food and energy due to supply meeting demand. He then shifts to the immigration crisis in Britain, where violent incidents in Belfast and Southampton have fueled public outrage. Constable attributes the unrest to a failure of both major parties to manage unfettered immigration and the lack of cultural integration. (13)
Simon Constable discusses the declining popularity of UK Prime Minister Keir Starmer and the potential rise of challengers like Andy Burnham. He highlights a dramatic shift in British public opinion, with polling by Lord Ashcroftshowing that a vast majority of Labour, Liberal Democrat, and Green voters—and even a third of Conservatives—now favor rejoining the European Union after a decade of Brexit. (14)
Bob Zimmerman tracks the transition to commercial space, noting that private companies like Vast are leading the race to build stations to replace the aging ISS. He discusses Amazon's struggle to launch its satellite constellation due to rocket delays, contrasted with SpaceX's efficiency. Zimmerman also reports on a milestone for SpaceX, as a single Falcon 9 booster successfully completed a record 35th flight. (15)
Bob Zimmerman highlights discoveries by the James Webb Space Telescope, including a black hole 6 billion times the mass of the sun located 10 billion light-years away. He also describes a "flickering" quasar from the early universe that challenges current Big Bang theories. Finally, Zimmerman provides an update on the Curiosity rover as it travels through the "Grand" valley on its ascent of Mars. (16)
Two name fixes:
Joel Cotkin → Joel Kotkin (7, 8) — the urbanist/scholar's correct spelling
Natalie Eacano → Natalie Ecanow (5, 6) — the FDD scholar's correct spelling
USA