Latest / UK Column Radio / The US Lost to Iran – Now China Is Unstoppable | Silk and Steel
Transcript
- 0:00Speaker 1: By the man himself, Carljah, what's going on, my man?
- 0:05Speaker 1: How are you doing? You're doing okay today.
- 0:07Speaker 2: I'm doing good. How are you? Jamark? Always good to
- 0:10Speaker 2: talk to you.
- 0:11Speaker 1: It is always good to talk to you too. To Carl,
- 0:13Speaker 1: I always enjoy these conversations, and I think the audience
- 0:16Speaker 1: also enjoys these conversations. You were gracious enough at last
- 0:21Speaker 1: minute to take my thing. I think that's in trut
- 0:23Speaker 1: to thinking like three this morning or something like that.
- 0:26Speaker 1: So I appreciate you for that. I was the reason
- 0:28Speaker 1: I hit you up is because there's several articles that
- 0:31Speaker 1: are out that I find to be fascinating in this
- 0:34Speaker 1: kind of American context. One was the Wall Street Journal. Now,
- 0:40Speaker 1: as we know, the US has decided to start a
- 0:43Speaker 1: war of aggression against Iran. The US wanted to overthrow
- 0:47Speaker 1: that government within the first few weeks and failed to
- 0:49Speaker 1: do that. And not just failed to do it, Iran
- 0:52Speaker 1: took war booty by the fact that it'll take in
- 0:54Speaker 1: the straight up from something that said it was going
- 0:55Speaker 1: to do in the beginning. The Wall Street Journal is
- 1:00Speaker 1: now reporting that the US because of and I'm pointing
- 1:06Speaker 1: that out, because of the ammunition that it's spent in
- 1:10Speaker 1: the war with Iran in two months for two months,
- 1:13Speaker 1: that it no longer has the capability to militarily defend Taiwan.
- 1:18Speaker 1: It China gets hands. Now this is funny to me
- 1:24Speaker 1: because I guess I think the argument is inverted. If
- 1:28Speaker 1: you couldn't defeat Iran, then why are you talking about China.
- 1:33Speaker 1: I think they've inverted the argument. Give me your take
- 1:35Speaker 1: on this. I'm I'm a namor by that, I mean
- 1:39Speaker 1: you're looking for But.
- 1:40Speaker 2: For anyone who has been watching this, it's it's it
- 1:44Speaker 2: couldn't be even more obvious that, uh, there's diminished likelihood
- 1:49Speaker 2: of a high kinetic conflict in US Asia. Now, given
- 1:54Speaker 2: what happened in West Asia, as you mentioned, if the
- 1:57Speaker 2: United States cannot handle you wrong, forget East Asia. You
- 2:01Speaker 2: know China has magnitude, more missiles, more advanced missiles than
- 2:06Speaker 2: you wrong. You know, all the countries on in East Asia,
- 2:11Speaker 2: the US come on to contain China, and talking about
- 2:14Speaker 2: South Korea, Japan, the Philippines, Australia must look very nervously
- 2:20Speaker 2: right now at what's happening to GCC countries in West Asia.
- 2:25Speaker 2: All their bases are getting lit up, their their Amazon
- 2:28Speaker 2: data center are getting lit up, their oil facilities are
- 2:32Speaker 2: getting lit up. You know, that will be them if
- 2:36Speaker 2: US goes to war against China. But that's the that's
- 2:40Speaker 2: their designated role anyway by the United States, because US
- 2:43Speaker 2: has always intended for these countries to serve US missile sponge,
- 2:47Speaker 2: to sponge up the income in Chinese missile branch, so
- 2:51Speaker 2: less will be hitting US, you know, US seventh Fleet.
- 2:56Speaker 2: But but now now it's it's more obvious for every one.
- 3:00Speaker 2: And the fact that you know, I know, there's a
- 3:05Speaker 2: lot of think tanks in the United States that had
- 3:08Speaker 2: been talking about choosing chokepoint to choke off China's energy supply.
- 3:14Speaker 2: They had been talking about this for decades. This is
- 3:17Speaker 2: nothing new. But you also have to look in practice.
- 3:22Speaker 2: Let's remember even the Iraq War. According to Allen's green
- 3:26Speaker 2: Spans memoir, the Iraq War was fought for United States
- 3:30Speaker 2: to control the flow of oil coming out of the
- 3:33Speaker 2: Middle East. And at that time, you were back in
- 3:35Speaker 2: two thousand and oh three, Alan Greenspan said, because they
- 3:39Speaker 2: saw that China is increasingly dependent on energy imports from
- 3:44Speaker 2: the Persian Gulf. By controlling that the oil flow, they
- 3:48Speaker 2: will be able to dictate turns to China. Well guess
- 3:51Speaker 2: what happened? You know right, there's a grand there's grand strategy,
- 3:56Speaker 2: then there's execution. Confucius famously said, you know tin chien
- 4:02Speaker 2: guan chi chin, which means lessen to one's words, but
- 4:07Speaker 2: watch one's action in practice. All these US military interventionist
- 4:13Speaker 2: abroad it is, in actual implementation, it just serves to
- 4:20Speaker 2: in in a in a sound sword, to wash vast
- 4:27Speaker 2: sum of money from tax basis of North America and
- 4:31Speaker 2: Western Europe into the hands of a small trans transnational
- 4:36Speaker 2: security That's what they're actually designed to do. There is
- 4:39Speaker 2: designed for grift, it's not. It's not designed The one
- 4:43Speaker 2: trillion dollars military budget, which is assumed to be one
- 4:47Speaker 2: point five trillion dollars if Trump's proposal goes through, is
- 4:51Speaker 2: not designed to win wars. It's designed to make the
- 4:55Speaker 2: fact ads even fatter. Uh that's that they do that
- 4:59Speaker 2: very wow. This is why we have bundagos like F
- 5:02Speaker 2: thirty five, which they don't even there to use in
- 5:07Speaker 2: uh in yourana anymore. After their first uh F thirty
- 5:11Speaker 2: five getting hit the you know, forget about forget about
- 5:15Speaker 2: hitting China's United like United States depend on eighty percent
- 5:21Speaker 2: of its pharmaceuticals from China. You you want to go
- 5:26Speaker 2: to war that's providing you eighty percent of your antibiotics?
- 5:30Speaker 2: Are you crazy? I mean, like so this the whole
- 5:34Speaker 2: idea that somehow US is going to choke off China
- 5:37Speaker 2: is preposterous. But China is taking this very seriously because
- 5:41Speaker 2: China has taken over the over the years. You know,
- 5:45Speaker 2: the whole reason that build the road, build and roa
- 5:48Speaker 2: initiative is bypass all these choke points, you know. But
- 5:52Speaker 2: they recognized the Strait of Malacca could be the single
- 5:55Speaker 2: point of failure. So they're like, okay, we'll build ports elsewhere,
- 5:58Speaker 2: will pilot the Arctic right out, we will build real
- 6:01Speaker 2: links and and right now today China people have no
- 6:07Speaker 2: idea how large China strategic oil reserve is. China strategic
- 6:13Speaker 2: oil reserve, which they have built up over the last
- 6:15Speaker 2: four years taking advantage of the historically low oil prices,
- 6:20Speaker 2: now sits bigger than United States, Japan, and all Western
- 6:25Speaker 2: Europe combined. That is how big China strategic oil reserve is.
- 6:29Speaker 2: It's about one point for trillion the barrels of oil.
- 6:33Speaker 2: I sent you a link of X so people think people.
- 6:40Speaker 2: People think I'm just people, So I'm not just making
- 6:45Speaker 2: stuff up. That chart is from the US Department of Energy, right,
- 6:50Speaker 2: so so like this is not Chinese government propaganda here,
- 6:55Speaker 2: So China will be okay, and they're the China Strategic
- 6:59Speaker 2: Oil Reserve hasn't even gone down since the war started
- 7:02Speaker 2: because oil keep on coming to China. You know, they
- 7:06Speaker 2: will that that amount of the reserve will last China
- 7:10Speaker 2: about you know, somewhere between three to six months if
- 7:13Speaker 2: all oils stopped coming to China. But right now, oil
- 7:17Speaker 2: are still flowing to China from Russia, from Africa, from Venezuela,
- 7:22Speaker 2: from all places, and and from Iran. Of course, now
- 7:26Speaker 2: now that now that Trump is blocked putting up blockade,
- 7:30Speaker 2: it's that number is getting reduced. But like I said,
- 7:34Speaker 2: Uran's contribution. So even though Iran export ninety percent of
- 7:38Speaker 2: its oil to China, but that's equivalent about thirteen percent
- 7:44Speaker 2: of China's own oil imports. So it's not it's not
- 7:49Speaker 2: it's not ideal for China that that that's thirteen percent
- 7:54Speaker 2: is going to shrink down to maybe even single digits.
- 7:58Speaker 2: But they will find oil elsewhere. This is why oil
- 8:02Speaker 2: prices has been going up. The thing is oil is
- 8:05Speaker 2: a global commodities, globalized commodity. If China can't buy oilfon Iran,
- 8:11Speaker 2: you will buy oil on Canada, you will buy oil
- 8:14Speaker 2: fon elsewhere. What that means is the oil price is
- 8:17Speaker 2: gonna go up for everyone. You know if China, the
- 8:21Speaker 2: more Iranian oil and Russian oil China buy actually is
- 8:26Speaker 2: less China had to buy elsewhere, which makes an oil
- 8:30Speaker 2: price cheaper for everybody else. Once the China enters a
- 8:33Speaker 2: globalized oil market to buy buy oil like everyone else,
- 8:38Speaker 2: that makes price go up. I mean, this is simple.
- 8:42Speaker 2: This is simple mathematics and economics. So right now China
- 8:47Speaker 2: is actually doing relatively okay. They are the one who
- 8:50Speaker 2: are putting a ban. Now. China has stopped export of
- 8:57Speaker 2: some petroleum products gas line, diesel, jet fuel, and they
- 9:03Speaker 2: also stop exporting chemical fertilizers and sulfuric acid, which is
- 9:10Speaker 2: using everything, all the industrial components, so they are saving
- 9:14Speaker 2: They're making sure their domestic industry gets priority, which is
- 9:19Speaker 2: bad news for everyone else because China is one of
- 9:22Speaker 2: the largest exporters for all these goods. Chinese is a
- 9:25Speaker 2: big exporter of gasoline, diesel, and jet fuel to Asia.
- 9:31Speaker 2: China is supplying thirty percent of the sulfuric acid to
- 9:37Speaker 2: the world, and sulfuric acid is used in copper mining,
- 9:41Speaker 2: car batteries, semiconductor manufacturing, basically all the basic building blocks
- 9:47Speaker 2: of modern civilization. So this is gonna be bad for everyone.
- 9:51Speaker 2: It's not like chi right now. You know, people think
- 9:57Speaker 2: this is going to be like cod War two. It's
- 10:00Speaker 2: gonna be like a replay of cod Ward one. Oh,
- 10:03Speaker 2: but so many you didn't have a very little economic
- 10:07Speaker 2: relationship with the Red West. You know, it was two
- 10:11Speaker 2: relatively self contained system. China is fully embedded inside the
- 10:17Speaker 2: local global economy. If you fuck with China, you fuck
- 10:21Speaker 2: the whole global economy, including the United States. US is
- 10:24Speaker 2: not immune, immume you know people don't I don't know,
- 10:28Speaker 2: Like people keep on like, oh with oil. Yeah, but
- 10:32Speaker 2: did you know that United States itself is an oil
- 10:35Speaker 2: net crude importer China. United States export about three million
- 10:41Speaker 2: barrels of oil per day but imports six million barrels
- 10:45Speaker 2: of cude per day. So what United States do export
- 10:50Speaker 2: is gas natural gas. United States have a lot of
- 10:53Speaker 2: natural gas, and US produced what's called the liquified petroleum liquids,
- 10:59Speaker 2: which is a byproduct of you know, like the all
- 11:02Speaker 2: the shell fracking, but those petroleum liquid, petroleum liquids is
- 11:08Speaker 2: not oil. They're not they're not oil, they're they're a
- 11:10Speaker 2: gas product, and and so on paper if you look
- 11:15Speaker 2: at all the aggregate petroleum products. Oh, United States sufficient
- 11:19Speaker 2: that exporter. But actually United States is not oil self sufficient.
- 11:25Speaker 2: It is it is selfisi natural gas. It exports a
- 11:28Speaker 2: lot of natural gas. But but you know there's a
- 11:32Speaker 2: united but US economy itself is very heavily dependent on oil.
- 11:36Speaker 2: It's forty percent more dependent on oil than China is.
- 11:40Speaker 2: Because China has did a big push to electrify their country.
- 11:45Speaker 2: That you know that their high speed trains runs on electricity,
- 11:50Speaker 2: and they can generate electricity from other sources of energy,
- 11:53Speaker 2: from solar, from wind, from nuclear, from hydrol, and from coal.
- 11:58Speaker 2: China has world's large just cold deposit, so you know,
- 12:02Speaker 2: if it's not ideal, but if they have to, they
- 12:05Speaker 2: can always fall back to coal to generate electricity. And
- 12:09Speaker 2: they have a lot of electricity. You know, China have
- 12:13Speaker 2: a lot of electricity production, like more than twice of
- 12:17Speaker 2: the United States and China. So energy wise, China is
- 12:21Speaker 2: about eighty six percent self sufficient in primary energy production,
- 12:26Speaker 2: and that that share is continued to grow as China
- 12:31Speaker 2: more nuclear power plants, more hydro plants, more solar, more wind,
- 12:36Speaker 2: and so yeah, I think China will be hurting, but
- 12:41Speaker 2: China will be hurting a lot less than all the
- 12:44Speaker 2: country around the globe right now. All the US allies
- 12:47Speaker 2: in East Asia are hurting a lot more right now
- 12:49Speaker 2: because they're actually more dependent on the Persian Gulf oil
- 12:54Speaker 2: and gas. You know, I'm talking about Japan, South Korea, Taiwan, Philippines, India,
- 13:00Speaker 2: all of them depend heavily because they were cut off
- 13:03Speaker 2: by United States from Russian from the Russian oil and gas.
- 13:07Speaker 2: This is why they have to lift lift sanction on
- 13:10Speaker 2: Russian oil and gas. So now now we're back to
- 13:13Speaker 2: the situation where okay, so back to your original questions. Yes,
- 13:20Speaker 2: the United States do have all these grand strategy of
- 13:23Speaker 2: choking China's energy supply, but we have to look at
- 13:26Speaker 2: the actual implementations right now. A lot of the you know,
- 13:30Speaker 2: if you look at a lot of the policy papers
- 13:33Speaker 2: on think tanks, you know, half of them are just
- 13:34Speaker 2: mental masturbation. The other half are just ass kissing Trump administration.
- 13:40Speaker 2: And that's what that's a purpose they serve. You know,
- 13:44Speaker 2: they're not real like mathful, real like detailed plans for
- 13:50Speaker 2: warl domination and even the ones that are when they
- 13:54Speaker 2: put into practice. Jimorrow, we're wrung by some very stupid people.
- 13:59Speaker 2: You know, we have president who just announced to the
- 14:01Speaker 2: world he saves a life, so aid Ai generated round
- 14:06Speaker 2: you woman from execution. Okay, we're not dealing with evil
- 14:11Speaker 2: geniuses here.
- 14:14Speaker 1: I agree with you, right. Like, my take on this
- 14:17Speaker 1: stuff is just because somebody writes something down doesn't mean
- 14:19Speaker 1: it can implement it. And you can write down any
- 14:22Speaker 1: grand strategy, any plan that you want. Obviously you're writing
- 14:27Speaker 1: it down so other people can read it. There's that.
- 14:30Speaker 1: And two, just because you're doing it doesn't mean other
- 14:32Speaker 1: people aren't taking counter moves to try to rectify the
- 14:34Speaker 1: things that you're effectively trying to create the problems you're
- 14:37Speaker 1: trying to create. And as you point out, we are
- 14:39Speaker 1: run by very dumb people who start wars of aggression
- 14:43Speaker 1: and then get thrown back on his back heel without
- 14:46Speaker 1: a way out of the war. And I guess from
- 14:48Speaker 1: your point of view, do you think this is Do
- 14:52Speaker 1: you think the blockade is a fallback position? Or do
- 14:54Speaker 1: you agree with some of the analysts, I mean, even Spoot.
- 14:57Speaker 1: I think they came out with a thing this morning.
- 14:59Speaker 1: If I were saying this is about Russia. Lever Off
- 15:01Speaker 1: and Wee Yi when they met, they were like, the
- 15:03Speaker 1: US needs to fail and its subjectives because the US
- 15:06Speaker 1: is trying to strategically control energy markets or let's say
- 15:10Speaker 1: global shipping. What do you I mean, how do you
- 15:12Speaker 1: place this? I placed this as if this was about China.
- 15:17Speaker 1: It was about China in the context of taking down
- 15:20Speaker 1: Iran or putting a government in that's a patsy for
- 15:22Speaker 1: the US, or turning into a failed state kind of
- 15:24Speaker 1: like Syria in this case. Or do you think that
- 15:28Speaker 1: was the original plan. I tend to think that the
- 15:30Speaker 1: original plan of it was taking down Iran. This is
- 15:33Speaker 1: something they've been playing for like last twenty years. Where
- 15:36Speaker 1: do you follow this branch strategy or straightforward?
- 15:43Speaker 2: Look, they said, just just you know, listen to their
- 15:49Speaker 2: own words. They said, originally their plan was regime changing.
- 15:53Speaker 2: You wrong, but now that's proving impossible. Now they're continually
- 15:57Speaker 2: shifting the goal post. Now the go post is who
- 15:59Speaker 2: reopened straight or horror moves straight Hormus was opened before
- 16:03Speaker 2: you started the war against you. Wrong. But anyway, so
- 16:06Speaker 2: they're just throwing fishies on the wall to see what
- 16:09Speaker 2: sticks right now to justify their action. This is Trump man,
- 16:12Speaker 2: I mean, this is Trump. He he like like he
- 16:16Speaker 2: literally he will flip the script within twenty four hours
- 16:21Speaker 2: in a true social post. And you can't you can't
- 16:24Speaker 2: take this guy seriously. But the blockade do present a
- 16:29Speaker 2: big problem for the world economy because you wrong already
- 16:34Speaker 2: gave him an off ramp. You know, like a week
- 16:37Speaker 2: ago when when Young agreed to reopen the street or
- 16:41Speaker 2: hor Moose and then Trump has to go on his
- 16:44Speaker 2: true social and say eround surrender. They agreed to give
- 16:47Speaker 2: us all their enraged Uranian and then your round promptly
- 16:51Speaker 2: shut down the straight of hor Moose again. So again
- 16:54Speaker 2: it's Trump doesn't have any cars, so he's desperate. This
- 16:57Speaker 2: is why he is doing a blocking I mean, he's
- 17:03Speaker 2: he's blockading the specifically Iranian ships coming and going from
- 17:08Speaker 2: the Iranian ports. So this this UH, he's the intended
- 17:14Speaker 2: purpose to apply pressure on Iranian government to you know,
- 17:18Speaker 2: to agree to more UH terms advantageous to the United
- 17:23Speaker 2: States because some of the Uranian demands obviously Uh, it's
- 17:28Speaker 2: very hard to swallow for the Trump administration. Uh. You know,
- 17:31Speaker 2: Uranian basic demand is guarantee of yourn security withdraw of
- 17:36Speaker 2: U S forces on West Asia, allow Uron to keep
- 17:39Speaker 2: its rached Uranian Uh, recognize Iran's control of straight or
- 17:45Speaker 2: Homus and have everything enshrining U N resolution. Right. I mean,
- 17:51Speaker 2: if if Trump agreed to that, that's basically complete surrendered.
- 17:56Speaker 2: This is basically the defeat of US Empire in West A.
- 18:00Speaker 2: This is why they can't. It's it's very hard for them.
- 18:03Speaker 2: It's very bitter pill for them to swallow. This is
- 18:06Speaker 2: why we have a dead, deadlocking negotiation.
- 18:10Speaker 1: Uh.
- 18:10Speaker 2: But again the fact that Trump extended the ceasefire, it
- 18:15Speaker 2: shows they really don't have any good cards. So so
- 18:18Speaker 2: they tried this block eight thing.
- 18:20Speaker 1: Uh.
- 18:21Speaker 2: The idea is, okay, we'll starve you wrong from funds. Well,
- 18:25Speaker 2: guess what even if Uran do not even if Uranian
- 18:29Speaker 2: ships do not leave the port, uh, and no Uranian
- 18:33Speaker 2: ship goes goes back in and out. Uran can still
- 18:38Speaker 2: charge the toe on straight our own moods. They can
- 18:41Speaker 2: make all that money back from the Toe and Uh, Okay,
- 18:47Speaker 2: So if Iranian ship cannot go go, what about Chinese ships.
- 18:51Speaker 2: What about what about Russian ships? Can they? I mean
- 18:54Speaker 2: your US navy gonna block a Chinese ships and Russian
- 18:57Speaker 2: ships from from going to Iran? Uh? That that you know,
- 19:01Speaker 2: you want you really want to expand the war. You
- 19:03Speaker 2: really want to start a ward three, you know, So
- 19:06Speaker 2: I you know, and this is this is this is
- 19:11Speaker 2: a Trump face saving measures, you know, and you know,
- 19:17Speaker 2: I think this negotiation will likely to drag on for
- 19:20Speaker 2: a while. But fundamentally, this is this is a this
- 19:25Speaker 2: is a complete cluster fuck this they but but it's
- 19:29Speaker 2: it's very very bad for the global economy because the
- 19:33Speaker 2: last ship oil containers that had left Persian Golf before
- 19:37Speaker 2: the war started, they are imports, right imports right now.
- 19:40Speaker 2: They have already arrived. So you know, people will have
- 19:44Speaker 2: actually have not felt the true impact of this this war,
- 19:50Speaker 2: but they were kind of feel it very very soon.
- 19:53Speaker 2: I mean, the price has already gone, but you haven't
- 19:55Speaker 2: seen nothing yet because the true shortage is going to
- 19:59Speaker 2: start pick up shortly. And and another thing is fertilizers.
- 20:05Speaker 2: You know, right now is planting season farmers, and they're fertilizers.
- 20:09Speaker 2: If they don't have that, we're gonna have food shortages
- 20:12Speaker 2: several months down the road. But that looks like increasingly
- 20:17Speaker 2: likely because even if they open the street over Moose today,
- 20:20Speaker 2: you will take more month month to restore production and
- 20:25Speaker 2: redirect the shipping traffic because a lot of containers shipping
- 20:31Speaker 2: companies like right now, they're not going to the Pershing Golf.
- 20:34Speaker 2: They're like, no, that sounds crazy. They already re directed
- 20:38Speaker 2: those ships to go to Africa, to go to go
- 20:41Speaker 2: to South America, to go to go to the United States,
- 20:44Speaker 2: go to go to so they already re arrange the
- 20:48Speaker 2: shipping route. So to kind of have that reset, it's
- 20:52Speaker 2: gonna take pretty strong guarantee for the insurance company and
- 20:58Speaker 2: the shipping company that this war will not start up again.
- 21:02Speaker 2: Right then they will they will do that commitment to
- 21:05Speaker 2: to to bring the ship back, but that's gonna take
- 21:08Speaker 2: take long time. Like the ship traveling from Persian Gulf
- 21:12Speaker 2: to United States, for example, that takes fifty days, right,
- 21:16Speaker 2: and it takes about twenty days to Asia. So that's
- 21:19Speaker 2: the kind of time time lag. So even if they're
- 21:22Speaker 2: gonna settle down everything today and issue guarantee you to
- 21:27Speaker 2: all the shipping company that everything is safe to go
- 21:30Speaker 2: back in it's it's gonna take them up a month
- 21:33Speaker 2: just for the traffic, the shipping traffic to get get
- 21:36Speaker 2: work rerouted, and it's gonna take them even more time
- 21:41Speaker 2: to actually repair the oil facilities to get the production
- 21:44Speaker 2: going again. So the world economy is fuck already fucked.
- 21:49Speaker 2: We're just talking about how much more fuck we will be,
- 21:52Speaker 2: you know, like how long this war will drag up.
- 21:56Speaker 1: I know China rationally has set up a military in
- 22:02Speaker 1: order to defend China, meaning the this military is meant
- 22:06Speaker 1: for attack. It's kind of like, you know, a boxer
- 22:08Speaker 1: that's meant to have flying kicks and stuff like that,
- 22:11Speaker 1: where somebody else is meant as a porcupine. But do
- 22:15Speaker 1: they have the ability to project forced militarily from the
- 22:18Speaker 1: standpoint of the navy if they needed to be on
- 22:20Speaker 1: their shoes? Well?
- 22:24Speaker 2: Yeah, yeah, this is people keep on talking about, like
- 22:26Speaker 2: why why didn't China fight send military to fight on
- 22:30Speaker 2: the side of you. Wrong? Look, Chinese military is set
- 22:33Speaker 2: up to fight a defense of war, a wrong China's
- 22:36Speaker 2: borders currently, I have the same kind of But just.
- 22:42Speaker 1: To be clear, I'm not making that case because sorry, you're.
- 22:44Speaker 2: Breaking up a little bit.
- 22:46Speaker 1: I'm sorry, can you hear me, Well, I I'm sorry interrupt.
- 22:50Speaker 1: I was making a point of saying, that's not really
- 22:52Speaker 1: the case I'm making. I'm not making I'm not really
- 22:54Speaker 1: asking a question of accept that some people might have
- 22:57Speaker 1: said that that was That's not really my thinking of this,
- 23:01Speaker 1: because it wouldn't occur to me for China or Russia
- 23:04Speaker 1: to do that, if that makes sense. But please could
- 23:06Speaker 1: think I just wanted to make sure that you were
- 23:08Speaker 1: clear that that's that. Well, that's not what I think.
- 23:11Speaker 2: Yeah, yeah, no, I understand, I understand that's not what
- 23:13Speaker 2: you're saying. But I'm just a lot of people are
- 23:15Speaker 2: saying that. So I'm trying to explain China's military is
- 23:19Speaker 2: not set up to do the kind of expeditionary war
- 23:23Speaker 2: that United States military structure for, you know, US military
- 23:27Speaker 2: structure to fight global wars. You know they talk about
- 23:32Speaker 2: homeland security was the US homeland now includes the entire world.
- 23:38Speaker 2: But actually, you know when nine eleven happened, they actually
- 23:41Speaker 2: had trouble to get get enough jets scramble to to
- 23:45Speaker 2: over to cover the sky of New York. That's that's
- 23:48Speaker 2: a state of US military. US military is is a
- 23:52Speaker 2: military design for maintaining and rung An Empire. Chinese military
- 23:57Speaker 2: is designed to fight a defensive war around China as
- 24:00Speaker 2: periphery in China's immediate neighborhood. And for Chinese this is
- 24:07Speaker 2: why like right now, China only have one oversea military base,
- 24:11Speaker 2: it's Sinjaputi in the Horn of Africa. But in order
- 24:15Speaker 2: to have a sustained military operation like what United States
- 24:19Speaker 2: right now is doing uh in West Asia, you need
- 24:23Speaker 2: a lot more military basis where you need you can refeel,
- 24:27Speaker 2: restock your ammunition, refeel. This is very important, and this
- 24:32Speaker 2: is why United States just before the Wars, they signed
- 24:36Speaker 2: a treaty with India which allowed US military to to
- 24:39Speaker 2: do Portia, and the US already have military basis all
- 24:46Speaker 2: around the region. China does not have that. You know,
- 24:50Speaker 2: to give a historical example, a lot of people might
- 24:54Speaker 2: have aware of Russo Japanese War of nineteen oh four
- 24:58Speaker 2: nineteen oh five, when Russia had to send this Baltic
- 25:01Speaker 2: fleet from Europe all the way around Atlantic sail around Africa,
- 25:08Speaker 2: going through Indian Ocean to far East. That one of
- 25:13Speaker 2: the biggest problems is that British control a lot of
- 25:17Speaker 2: the colony along the way and they made a lot
- 25:20Speaker 2: of trouble for the Russian fleet to refuel, just simply refuel,
- 25:25Speaker 2: because back then they're steamships and e coole, and so
- 25:30Speaker 2: they were already kind of running haggardly and and and
- 25:33Speaker 2: demoralized even before they arrived in uh in uh in
- 25:37Speaker 2: East Asia, and that led to their complete annihilation at
- 25:41Speaker 2: the Battle of Tsushima by the Japanese fleet. So so this,
- 25:45Speaker 2: this is this is the how war is rung. You know,
- 25:49Speaker 2: war is wrung on logistics. China simply do not have
- 25:53Speaker 2: the kind of same kind of logistics to support a
- 25:57Speaker 2: oversea kind of military expedition the United States military structure
- 26:02Speaker 2: for so so that that I'm just speaking of capability.
- 26:05Speaker 2: I'm not even talking about intention here. I'm just saying like,
- 26:09Speaker 2: even if China wants to, it lacks the power projection
- 26:13Speaker 2: currently too into into the into the Persian Gulf.
- 26:20Speaker 1: Well yeah, I guess.
- 26:22Speaker 2: But but China military is designed to very effectively shut
- 26:27Speaker 2: down any you know, US attempt to start war in
- 26:34Speaker 2: South China Sea, in East China Sea, all around First
- 26:38Speaker 2: Island chain, you know, the Chinese, because China has enough
- 26:41Speaker 2: missile to shut down all the military US military basis
- 26:45Speaker 2: in the first island chain. I'm talking about Okinawa, the Philippines, Japan,
- 26:50Speaker 2: uh uh uh, South Korea, all those military US military
- 26:54Speaker 2: basis will be gone within thirty minutes of a war
- 26:57Speaker 2: with China. But that that that is what US China
- 27:02Speaker 2: Chinese military is designed to do. It's not designed to
- 27:05Speaker 2: sail into Indian Ocean and to fight the fight a
- 27:08Speaker 2: war with US navy over there.
- 27:10Speaker 1: Yeah, I think you're right. The Catcher's Mit thing, I
- 27:12Speaker 1: think exaccurate. I mean, if you're looking at the golf
- 27:14Speaker 1: state and it's well right, Aaran said specifically what it
- 27:17Speaker 1: was going to do. We're going to take the straight
- 27:19Speaker 1: up removes and all of those bases are weaknesses because
- 27:22Speaker 1: they are effectively going to be Catcher's myths for our missus.
- 27:25Speaker 1: And they did exactly that. They did exactly that. And
- 27:27Speaker 1: so if you are Taiwan, if you are as you
- 27:30Speaker 1: pointed out, on those countries where the United States has
- 27:33Speaker 1: affiliated themselves with a you better man, you better be concerned.
- 27:38Speaker 1: I am curious about something else. Donald Trump is supposed
- 27:41Speaker 1: to meet Zijing Ping in May, I believe the middle
- 27:44Speaker 1: of May. What do you think that conversation is ultimately
- 27:47Speaker 1: going to be about Obviously, the US and China are
- 27:50Speaker 1: not necessarily on the greatest of terms, especially since a
- 27:55Speaker 1: lot of the chatter is about stringling China. In addition
- 28:00Speaker 1: to this kind of conversation that Trump is going to have,
- 28:02Speaker 1: you know, dealing with the economic stuff, what do you
- 28:05Speaker 1: think this is ultimately going to be about?
- 28:07Speaker 2: Well, first, well, first of all, China hasn't officially confirmed
- 28:13Speaker 2: the dates yet. So first of all, Trump administration is
- 28:18Speaker 2: not a credible source. So then back in so so
- 28:26Speaker 2: so so back then when when Trump administration first announced
- 28:30Speaker 2: they're going to China in like end of March and
- 28:33Speaker 2: early April, China also did not confirm the dates, and
- 28:37Speaker 2: then then then Trump unilaterally announced he delayed the trip.
- 28:41Speaker 2: What's the official Chinese government press release said, they're working
- 28:46Speaker 2: closely with their American counterpart on the time and scheduling
- 28:50Speaker 2: of the planned uh Trump visit. So so so once
- 28:56Speaker 2: we I received we see confirmation of the day it's
- 29:00Speaker 2: from the Chinese government, then we know, okay, for sure
- 29:02Speaker 2: that trip is going going to happen. Right now, how
- 29:06Speaker 2: China said, what you're still talking about? But but okay,
- 29:10Speaker 2: let's let's say it does take place. Let's say it
- 29:12Speaker 2: does take cares Trump original originally he planned to you know,
- 29:21Speaker 2: like all these all those ass kissing new think tanks
- 29:26Speaker 2: was puffing up like, oh Trump is gonna go go
- 29:30Speaker 2: with Chi Jinping with powerful leverage. He got China by
- 29:34Speaker 2: the balls, he got to Venezuela. He got you wrong.
- 29:39Speaker 2: What what's he gonna gonna do? Now? Trump will travel
- 29:45Speaker 2: to China with a very we cand And this is
- 29:49Speaker 2: this is one reason Trump announced he delayed the trip
- 29:52Speaker 2: because he would just look very foolish. But I I
- 29:57Speaker 2: think he might be even openly optimistic that everything will
- 30:00Speaker 2: be wrapped up by what what he said May fifteenth
- 30:03Speaker 2: was the day. Yeah, because because yeah, because it just
- 30:08Speaker 2: doesn't make sense for Tuccide, you know, to to suddenly
- 30:12Speaker 2: sit down and while there's a huge international crisis still
- 30:16Speaker 2: going on in in the Persian golf. Because usually this
- 30:20Speaker 2: kind of summit it takes place, is to expect it
- 30:24Speaker 2: to reveal some kind of uh it's like a press
- 30:27Speaker 2: release event where they announced some kind of deal, right uh,
- 30:31Speaker 2: and those those deals are work out weighing advance of
- 30:35Speaker 2: the meeting, so they'll have something to announce to the public.
- 30:39Speaker 2: And right now, I just don't see any kind of
- 30:41Speaker 2: grand deal that it's more important than what's going on
- 30:46Speaker 2: in the Persian golf right now. And and so you know,
- 30:51Speaker 2: originally Trump went to what's going to China to talk
- 30:55Speaker 2: about trade, about the tariffs, about China's export control on
- 31:00Speaker 2: rare earth, you know, conceivable if US do have energy
- 31:06Speaker 2: chocode on Chinese energy supply that could be leveraged used
- 31:11Speaker 2: by Trump to say please, now you have to give
- 31:14Speaker 2: us rare earth. We'll give you, you know, we'll lift
- 31:17Speaker 2: the blockade.
- 31:18Speaker 1: Whatever.
- 31:19Speaker 2: But right now, what what what? What?
- 31:21Speaker 1: What's what?
- 31:22Speaker 2: What's what leverage does Trump have? Why would Chijinpin give
- 31:27Speaker 2: him rare earth so US military industrial complex can build
- 31:31Speaker 2: more weapons that could be used against China. But but
- 31:36Speaker 2: that is the thing that that the concern the Trump
- 31:39Speaker 2: administration the most right now is because China do have
- 31:41Speaker 2: this this lock on the critical mineral supply chain, and
- 31:47Speaker 2: and and there are there are snows that are getting
- 31:50Speaker 2: depleted to a dangerous level. They're now digging into the
- 31:53Speaker 2: reserve that they originally say for the big conflict with
- 31:58Speaker 2: China in East Asia. You know this is reported by
- 32:01Speaker 2: by Wall Street journals. They so so so so they
- 32:06Speaker 2: want to restock but China is like, no, sorry, you're
- 32:10Speaker 2: not getting no rare earth for you. But if if
- 32:17Speaker 2: Trump did lockdown, you're wrong and Venezuela. Conceivably he had
- 32:20Speaker 2: some leverage to do a trade off for the rare
- 32:23Speaker 2: earth deal. But right now, but does he yeah?
- 32:27Speaker 1: HHM, I mean I guess the thing is, how do
- 32:30Speaker 1: you how? Like?
- 32:32Speaker 2: I mean, but I guess, well, I mean there's one
- 32:35Speaker 2: deal he could offer, you know, potentially he could have
- 32:39Speaker 2: offered Taiwan China. My saying okay, okay, okay, okay, well
- 32:46Speaker 2: you can't have some rare earth, you know, just just
- 32:49Speaker 2: uh okay, I want that deal. I think China would
- 32:53Speaker 2: take that deal. I think you.
- 32:57Speaker 1: I think you have a point, right because he said
- 32:59Speaker 1: two things. One what you said a few things, But
- 33:01Speaker 1: one is in the US really going to board a
- 33:03Speaker 1: Chinese ship? So meaning if you have a blockade and
- 33:07Speaker 1: China runs the blockade, do you attack that ship? Do
- 33:09Speaker 1: you board that ship?
- 33:11Speaker 2: What do you do?
- 33:12Speaker 1: If the answer is no, then what leverage do you
- 33:14Speaker 1: have in negotiations? They kind of work in tandem, right Yeah? Yeah,
- 33:23Speaker 1: I don't know what leverage. I mean, all things been equal,
- 33:25Speaker 1: I mean, Trump can make an economic argument I suppose
- 33:28Speaker 1: he can offer things, he can bribe, he can try
- 33:31Speaker 1: to bully. None of that has worked up to this point.
- 33:34Speaker 1: And you make another point, right, when you lose a
- 33:37Speaker 1: war to reach you no power and the leverage that
- 33:40Speaker 1: you've been using is this kind of threats and military
- 33:42Speaker 1: force around the world. What does it mean?
- 33:45Speaker 2: Right?
- 33:47Speaker 1: Yeah, I don't know what leverage.
- 33:49Speaker 2: You know what it means, Jamaar, if you look at
- 33:51Speaker 2: you wrong. They have to spend decades trying to negotiate
- 33:55Speaker 2: with the United States in order for US to lift
- 33:58Speaker 2: the sanction. They even agree to the j cpo A
- 34:01Speaker 2: deal where they agreed to give up all their rachi
- 34:03Speaker 2: Uanian that got them nothing, that got them, just Trump
- 34:07Speaker 2: to tore up the agreement in his first term. They
- 34:09Speaker 2: got the you know, they tighten the sanction. But within
- 34:13Speaker 2: weeks of the war, and when when uruan start hitting
- 34:16Speaker 2: all the US miss bass with missiles shutting down Street
- 34:20Speaker 2: Over Move, suddenly they're getting sanctioned waivers and they're getting
- 34:25Speaker 2: sanction waivers and Russians oil sanction as well. You know,
- 34:29Speaker 2: you know what they say, They keep on saying, all
- 34:31Speaker 2: these natives, you know, the only language to understand is force.
- 34:35Speaker 2: Apparently that's one hundred percent projection. That's you know that
- 34:38Speaker 2: in order to make people in the United States understand,
- 34:42Speaker 2: you have to speak their language, you have to speak
- 34:44Speaker 2: the language of force. And then that's the only way
- 34:48Speaker 2: you really make them sit down and negotiate with you
- 34:51Speaker 2: in good faith, so good you know, actually, just get
- 34:55Speaker 2: that bomb, Berry, They should just get the bomb. They
- 34:58Speaker 2: should just just you know, by by this time, I'm.
- 35:01Speaker 1: Oh, please, I'm sorry. There's a slight flag in the
- 35:04Speaker 1: on the back and forth. I apologize, Please continue, and
- 35:12Speaker 1: one of us is frozen, one of us is frozen.
- 35:14Speaker 1: Can you hear me?
- 35:17Speaker 2: Yeah, yeah, I hear you, I hear you. I thought
- 35:19Speaker 2: they were going to make a point.
- 35:21Speaker 1: No, no, there was a like there's a slight lag
- 35:23Speaker 1: in the back and forth. I apologize, please, god it.
- 35:30Speaker 2: No, I'm done. I'm done. I'm dunge. I'm I'm okay,
- 35:33Speaker 2: down with my ranting.
- 35:35Speaker 1: Well, no, that's not a rent. You're making the point,
- 35:37Speaker 1: and I appreciate that point. I I one last what time?
- 35:40Speaker 2: Is it?
- 35:42Speaker 1: Okay? One last thing? Did China push ran to go
- 35:47Speaker 1: to the negotiating table? That was something that was people
- 35:51Speaker 1: were whispering that that part of the reason that Iran
- 35:53Speaker 1: decided to sit down in regardless to negotiations was because
- 35:56Speaker 1: China was effectively pushing me to do so. Did you
- 36:00Speaker 1: do you even think about that? Do you take that
- 36:01Speaker 1: as credible?
- 36:02Speaker 2: And A yeah, I mean it's first of all, it
- 36:06Speaker 2: was reported in the main Western mainstream media. You know,
- 36:09Speaker 2: you always have to take that with a lot of salt,
- 36:12Speaker 2: But I mean it's possible. I mean, China do have
- 36:15Speaker 2: a motive to wrap up the war because China doesn't
- 36:19Speaker 2: like the fact that there's a war going out. The
- 36:22Speaker 2: thing that China hates most is actually instability and war
- 36:26Speaker 2: because that disrupts business. And and what you're wrong, because
- 36:32Speaker 2: China do have a lot of investment also throughout the
- 36:35Speaker 2: region and those are being put at jeopardy right now.
- 36:39Speaker 2: But it's also it's it's it's more like A. I
- 36:44Speaker 2: don't think China would ever force you wrong to do anything.
- 36:47Speaker 2: I mean, I don't think anybody can force your wrong
- 36:50Speaker 2: to do anything at this point. I mean, I think
- 36:52Speaker 2: China might have given it n I mean, China pi
- 36:55Speaker 2: plays the role of a of a mediator, you know,
- 36:58Speaker 2: the role that China played during the wrong Saudi piece deal,
- 37:03Speaker 2: because China, they have good relationship with you, wrong, they
- 37:07Speaker 2: have good relationship with GCC countries and Pakistan. Remember Pakistan
- 37:13Speaker 2: is an official mediator. They have a unique role because
- 37:17Speaker 2: they're they have good relationship with you wrong, with GCC,
- 37:21Speaker 2: with China, and with the United States. And we know
- 37:24Speaker 2: US wanted that negotiation because the Pakistan Prime minister accidentally
- 37:29Speaker 2: sent out that tweet as with the draft says message
- 37:35Speaker 2: the X message for the Pakistan prime minister. So we
- 37:38Speaker 2: we know United States really pushed Pakistan to to to
- 37:43Speaker 2: to do this for them. Uh. But but I mean,
- 37:46Speaker 2: I think I think China serve as an honest broker.
- 37:51Speaker 2: You know, this is China is uh can actually come
- 37:54Speaker 2: in and say, okay, you're wrong, we can uh probably
- 37:58Speaker 2: provide you some certain gear and tea uh that that
- 38:01Speaker 2: you wanted for for this negotiation to succeed. That's probably
- 38:06Speaker 2: the road China play. Well.
- 38:10Speaker 1: That leads to another question security guarantees. So any deal
- 38:14Speaker 1: that's made, I would imagine it's gonna have to be
- 38:16Speaker 1: some kind of guarantee to the deal. You can't trust
- 38:19Speaker 1: the US. Iran is not going to trust the US,
- 38:21Speaker 1: Oran is not going to trust Europe. So guarantee would
- 38:24Speaker 1: have to be China and Russia with additional sign on
- 38:27Speaker 1: ands to maybe the European powers. Who knows me powers
- 38:30Speaker 1: and quotes right, what China even do that? I mean
- 38:33Speaker 1: when they put themselves on the hook in that way
- 38:35Speaker 1: in case there's a violation that they would getting involved.
- 38:39Speaker 2: That is the trillion dollar question. Jamar with China plays
- 38:45Speaker 2: sanctioned on the United States. You know, I think, I
- 38:48Speaker 2: think what you know. I had a commenter in our
- 38:52Speaker 2: tangan on my show to talk about this earlier, and
- 38:54Speaker 2: he said, the bricks should should really come together, you know, uh,
- 39:00Speaker 2: to serve as a coalition of nations and to tell
- 39:03Speaker 2: United States, hey, look, if you keep on this doing this,
- 39:07Speaker 2: we're gonna have to sanction your ass, you know, to
- 39:10Speaker 2: to to make sure you play nice. Because right now,
- 39:14Speaker 2: you know the problem is US is on this like
- 39:18Speaker 2: unchecked running on rampage, and it's hurting everybody. It's hurting
- 39:22Speaker 2: all the countries in the world. Uh, it's it needs
- 39:26Speaker 2: to be reined in. I think, you know, I think
- 39:29Speaker 2: you can't just be China. It has to be everybody. China, Russia,
- 39:34Speaker 2: the bricks, h and even Europe have to join in
- 39:37Speaker 2: and say, look, this is this is going on too crazy.
- 39:41Speaker 2: You needed to show out. But we'll have to see
- 39:46Speaker 2: how how that that works out. I don't know. I
- 39:49Speaker 2: don't I because you wrong, definitely for you wrong to
- 39:52Speaker 2: agree to kind of uh you know, to to to
- 39:57Speaker 2: to a permanent cease fire. They will need guarantee that
- 40:02Speaker 2: this will not happen again, because you know, they don't
- 40:05Speaker 2: want just to have a pause for us to build
- 40:08Speaker 2: back its arsenal to do this again, you know, like
- 40:11Speaker 2: six months from now.
- 40:14Speaker 1: Last question, do you see a third way? There's either
- 40:18Speaker 1: people have put up the idea of Trump just walking
- 40:20Speaker 1: the saying about this was a moment of success.
- 40:24Speaker 2: About dude, Trump had that opportunity, man, Like last last week,
- 40:31Speaker 2: I told you, like when Iran said they agreed to
- 40:34Speaker 2: reopen the street or her movies. But he just can't
- 40:37Speaker 2: keep his stupid big mouth shut. And you know he
- 40:42Speaker 2: The thing is, Trump do have some you know, hardcore
- 40:47Speaker 2: supporters who will go with him no matter what. So
- 40:50Speaker 2: and the rest of us knew Trump just you know,
- 40:53Speaker 2: making up yes all the time. So he doesn't actually
- 40:56Speaker 2: suffer anything if he this, if he like changes one
- 41:02Speaker 2: hundred and eighty degree and say calling it a victory.
- 41:05Speaker 2: You know, this this is this is actually dragging on
- 41:07Speaker 2: way too long. I haven't expected him to to to
- 41:10Speaker 2: to call it quits a long time ago. But I
- 41:13Speaker 2: do think there's a lot of pressure on him, uh
- 41:16Speaker 2: you know, probably from Israel for he's really lobby to
- 41:19Speaker 2: keep this going because uh, this is one party that
- 41:22Speaker 2: really wants this conflict uh going. That is is reel
- 41:27Speaker 2: and they we do know they have they must have
- 41:30Speaker 2: something on Trump. I mean, come on, like for the
- 41:32Speaker 2: past seven US presidents who were able to resist it
- 41:36Speaker 2: is really pressure to go to war against Irq. It
- 41:38Speaker 2: took Trump to do it. You know, I don't know
- 41:41Speaker 2: what is in the rest of this Epstein file. It
- 41:44Speaker 2: must be very damny damning.
- 41:48Speaker 1: Yeah, it does look like so they have some compromising
- 41:50Speaker 1: what is a comproment to whatever they is called compromising
- 41:53Speaker 1: off on President Carl Man. I've always enjoyed these conversations.
- 41:57Speaker 1: I apologize for the thing there seems to be a delay.
- 42:00Speaker 1: It's funny, six months ago we were basically the same time,
- 42:04Speaker 1: so we were flawless at thirty hours away, and all
- 42:11Speaker 1: of a sudden, this is what you can Carl. You
- 42:13Speaker 1: have my appreciation with this man, thank you for this.
- 42:15Speaker 1: I always appreciated your conversation, always appreciate your explanation of
- 42:19Speaker 1: these events, and just for the audience to know, because
- 42:22Speaker 1: I don't think I gave you the intro. I think
- 42:23Speaker 1: I went immediately into the show, which with Carl Jah.
- 42:26Speaker 1: He is sorry. He his host of Silk and Steel
- 42:31Speaker 1: podcast focused on China and surrounding regions in their history,
- 42:34Speaker 1: culture and politics. You can follow Carl on Twitter at
- 42:37Speaker 1: Carl Jah. You can follow this podcast on Twitter at
- 42:41Speaker 1: Steel Silk the Letter In. You can subscribe and support
- 42:44Speaker 1: the podcast on Patreon, dot com, slash Silk, and still
- 42:48Speaker 1: definitely check out Carl's work. It is some of the
- 42:52Speaker 1: best content you're can find on Asia and the basically
- 42:56Speaker 1: the history of Asia, going all the way back from
- 42:58Speaker 1: the very beginning Carlofore. But what year are you currently
- 43:01Speaker 1: on now?
- 43:02Speaker 2: I just reach year two hundred and twenty one BC,
- 43:07Speaker 2: the China's unification under the Chin dynasty. I just got
- 43:11Speaker 2: to the first import, finally reached the Imperial age. So
- 43:15Speaker 2: like the real for the.
- 43:17Speaker 1: Real parts, you have found something that you could do
- 43:21Speaker 1: for life.
- 43:24Speaker 2: That's a plan, that's a flat See. I was thinking.
- 43:29Speaker 1: You have a good one. Man, thank you for this.
- 43:30Speaker 1: Carl be saying okay sure ay bay bye bye o