Latest / The President's Daily Brief / PDB Afternoon Bulletin | September 24th, 2026: China’s Secret Lifeline to Iran’s War Effort Exposed & Trump-Xi Summit
Transcript
- 0:12It's Thursday,
- 0:13the 24th of September.
- 0:14Welcome to the PDB
- 0:16afternoon bulletin.
- 0:17I'm Mike Baker,
- 0:18your eyes and ears on the world stage.
- 0:20All right,
- 0:21let's get briefed.
- 0:23First up,
- 0:24new reporting reveals just how much China
- 0:27is helping keep Iran's war machine running,
- 0:29from drone and missile components
- 0:31to satellite imagery and financial lifelines.
- 0:34And later in the show,
- 0:35as Beijing's support for the Iranian regime comes under new scrutiny.
- 0:39President Xi Jinping is in Washington DC for talks with President Trump
- 0:44on Taiwan,
- 0:46trade,
- 0:46and the future of US China relations.
- 0:49But first,
- 0:49today's afternoon spotlight.
- 0:51We've been reporting on concerns that Iran may
- 0:54have been using satellite imagery obtained from Chinese companies
- 0:58to help target American forces.
- 1:00Now
- 1:01new reporting suggests that was only one part
- 1:04of a much broader flow of Chinese technology and equipment
- 1:07helping to keep Iran's war machine running.
- 1:10The Wall Street Journal analyzed Iranian customs records and
- 1:14found roughly 1300 shipments of dual-use components
- 1:18from China to Iran's Defense Ministry this year
- 1:21through the end of June.
- 1:23That's 1300 shipments in six months
- 1:26during the height of the U.S.Iran conflict.
- 1:29Those shipments included electronics,
- 1:31GPS equipment,
- 1:32electric motors,
- 1:33and aircraft engine components,
- 1:35items that can have legitimate civilian uses
- 1:38but can also be used in drones,
- 1:41missiles,
- 1:41and precision guided weapons,
- 1:44and the timing of some of those deliveries is notable.
- 1:47On June 17th,
- 1:48for example,
- 1:49the day the US and Iran agreed to a temporary truce,
- 1:52China was publicly touting its role in helping
- 1:55ease tensions and bringing the two sides together.
- 1:58Ah,
- 1:58the Peacemaker
- 2:00that same day,
- 2:00according to the journal,
- 2:01an aircraft from China landed in
- 2:03Tehran carrying electronics for Iran's Defense Ministry
- 2:07that could be used in drones and missile guidance systems.
- 2:10Well,
- 2:10I'm sure that was
- 2:11helpful in bringing the two sides together.
- 2:14Two days later,
- 2:15more than 12 additional shipments arrived
- 2:17carrying more than $6 million in components
- 2:20that can be used in drones.
- 2:22Now none of this necessarily means that the Chinese government,
- 2:25the Chinese Communist Party,
- 2:27or the
- 2:27People's Liberation Army directly ordered or managed those shipments.
- 2:31We're talking plausible deniability here.
- 2:34Many of the companies involved are private or obscure Chinese suppliers.
- 2:38And China,
- 2:39of course,
- 2:39says it strictly regulates exports of dual use technology.
- 2:43Beijing also denies accusations that it's helping fuel
- 2:46the war and says its economic relationship with Iran
- 2:50complies with international rules.
- 2:52But
- 2:53perhaps it's worth noting
- 2:54it's not likely that any Chinese company would be
- 2:57in the business of supplying Iran with dual use components
- 3:00unless they had at least the tacit approval of the Chinese government.
- 3:04Chinese companies tend not to go rogue
- 3:07at the risk of running afoul of Xi Jinping.
- 3:10What the customs records show is a large and continuing
- 3:12Chinese supply network feeding directly into Iran's defense industry.
- 3:17And that network became even more important after the war began
- 3:21when the US tightened its blockade of Iranian ports.
- 3:23Iran began dramatically increasing air cargo traffic from China.
- 3:28Mahan Air,
- 3:29the Iranian carrier sanctioned by the US for
- 3:32directly supporting the Revolutionary Guard Corps,
- 3:34the IRGC,
- 3:36increased flights from Beijing,
- 3:37Shanghai,
- 3:38and Guangzhou
- 3:39to Tehran from roughly 4 a week at the beginning of March
- 3:43to around 27 a week
- 3:45by the end of April.
- 3:46And that traffic has continued.
- 3:48The journal says Mohan Air flew from China to Iran
- 3:5139 times during the first week of September alone,
- 3:54roughly double its pre-war level,
- 3:57and many of those flights appear to be carrying cargo rather than passengers.
- 4:02So as Washington squeezed Iran's maritime trade,
- 4:04Tehran appears to have built an increasingly important air bridge to China.
- 4:09Researchers cited by the journal say
- 4:11some Chinese companies have advertised electronics known
- 4:14to be used in Iran's Shahid drones,
- 4:16the relatively cheap attack drones
- 4:18that Iran has repeatedly used against American bases and regional targets.
- 4:23Iranian customs records also show that
- 4:26just days before the war began,
- 4:28roughly 300 tons of chemical compounds arrived from China
- 4:32to Iran's Defense Ministry.
- 4:34China has also long been a source of
- 4:36sodium perchlorate.
- 4:38That's a chemical used to produce solid fuel
- 4:40for ballistic missiles
- 4:42that became especially important after Israeli strikes in 2024
- 4:47badly damaged parts of Iran's missile production infrastructure,
- 4:50forcing Tehran to rebuild its stockpiles and
- 4:53manufacturing capacity.
- 4:55And there's another weapons system that Iran
- 4:57has apparently been trying to acquire,
- 4:59and that would be shoulder-fired surface to air missiles.
- 5:02The Treasury Department has sanctioned Chinese and Hong Kong-based companies
- 5:06that it says were involved in attempts to procure weapons for Iran,
- 5:10including
- 5:11manned portable air defense systems known as MANPADs
- 5:14that could be used against American aircraft.
- 5:18One network allegedly tried to route those weapons through Belarus
- 5:21in order to hide Iran as the ultimate customer.
- 5:24US officials say that that particular effort failed,
- 5:28but it gives us another indication of what Iran is looking for and
- 5:31where some of its procurement networks are operating.
- 5:35Then there's the satellite imagery,
- 5:36and we've discussed that before here on the PDB.
- 5:39US officials concluded that Iran obtained imagery from
- 5:43Chinese satellite companies before and after the July 17th attack on
- 5:47Muwaffak Salti Air Base in Jordan,
- 5:50an Iranian strike that
- 5:51killed three American troops.
- 5:53The US had already sanctioned several
- 5:55Chinese satellite imagery companies over concerns that
- 5:58their data could help Iran target American forces.
- 6:02Again,
- 6:03while there is evidence that Chinese companies supplied
- 6:05Iran with imagery and military use components,
- 6:08that's not the same as having evidence that Beijing
- 6:11ordered those companies to help Iran attack American troops.
- 6:14How much the Chinese government knows,
- 6:16tolerates,
- 6:17or facilitates remains an important question.
- 6:20The Journal reviewed a letter from one sanctioned Chinese company that
- 6:23was trying to sell chemical materials to an Iranian-linked buyer.
- 6:27The company reportedly said that exports required government licenses.
- 6:31And claimed that it had coordinated with Chinese authorities
- 6:34to process some of those licenses
- 6:36confidentially.
- 6:38The journal could not determine whether that particular deal was ever completed.
- 6:42And the relationship goes beyond weapons.
- 6:45China remains the primary buyer of Iranian oil,
- 6:48providing Tehran with an important source of revenue
- 6:51despite American sanctions.
- 6:53Chinese banks,
- 6:54shell companies,
- 6:54and yuan-based payment networks have
- 6:57also been used
- 6:58to move Iranian money beyond the reach of the American financial system.
- 7:03China buys the oil that provides Tehran with cash.
- 7:06Chinese financial networks help move some of that money.
- 7:09Chinese suppliers
- 7:10provide components that can go into Iranian drones and missiles.
- 7:14Iranian aircraft are flying back and forth to China
- 7:17carrying cargo,
- 7:18and Chinese satellite companies
- 7:20have provided imagery that US officials say
- 7:23Iran used in connection with an attack
- 7:25that killed American troops.
- 7:27The scale and nature of this relationship is becoming fairly clear,
- 7:31and despite what China may claim,
- 7:32It doesn't have anything to do
- 7:34with bringing the two sides of the conflict together.
- 7:37All right,
- 7:38coming up next,
- 7:39even as Chinese companies help bolster Iran's war effort against the US,
- 7:43President Xi Jinping is in Washington DC today for talks with President Trump.
- 7:48I'll be right back.
- 7:50Hey,
- 7:50Mike Baker here.
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- 10:28Welcome back to the PDB
- 10:29afternoon bulletin.
- 10:31President Trump kicked off Chinese President Xi Jinping's
- 10:34first Washington visit in more than a decade
- 10:36with a rare plain side greeting at Joint Base Andrews,
- 10:39opening a high stakes visit
- 10:41between two rival powers divided over trade,
- 10:44artificial intelligence,
- 10:45and security.
- 10:47The President and First Lady Melania Trump
- 10:49were waiting on the tarmac Wednesday evening
- 10:51when she and his wife stepped off the plane.
- 10:54A 100 ft red carpet,
- 10:56a 21 person honor guard,
- 10:57military formations,
- 10:58and a flyover by 2 B-1 bombers
- 11:01turned the arrival into a very deliberate display of diplomacy and pageantry.
- 11:06Xi,
- 11:06in a written statement marking his arrival,
- 11:08said the US and China
- 11:10should be partners,
- 11:11not rivals.
- 11:12He also said
- 11:13China's national rejuvenation
- 11:15and Trump's effort to make America great again
- 11:17can go hand in hand.
- 11:20Reportedly,
- 11:21the first item on the agenda.
- 11:23Is trade.
- 11:24The Treasury Secretary Scott Besset announced that the two
- 11:26countries have agreed to extend their current trade truce,
- 11:29pushing the deadline from the 10th of November
- 11:32to the 10th of January.
- 11:34That takes the immediate threat of another round of tariffs
- 11:36off the table as Trump and Xi begin their talks.
- 11:40Instead,
- 11:40the
- 11:40new deadline gives the administration more time to
- 11:43test whether Beijing is prepared to follow through on commitments
- 11:47involving purchases of American farm goods and Boeing aircraft,
- 11:51along with restrictions.
- 11:52Involving critical mineral exports.
- 11:55Besson told Fox News,
- 11:56quote,
- 11:57I don't know whether a bigger deal can be done.
- 11:59I don't know whether we will just roll the current deal,
- 12:02end quote.
- 12:03As for what that current deal is,
- 12:05well,
- 12:05it's essentially a pause in the trade fight.
- 12:08Both sides scaled back some tariffs and agreed not to impose new trade restrictions
- 12:13while negotiators worked through the remaining disputes.
- 12:16So the extension gives both sides breathing room,
- 12:19but it does not resolve the underlying fight.
- 12:21With the trade deadline pushed into January,
- 12:23the talks moved to the rest of the agenda,
- 12:26starting with
- 12:27artificial intelligence.
- 12:28AI is quickly becoming one of the most important areas of U.S.China competition,
- 12:33from advanced chips and AI models
- 12:36to the question of what happens if one
- 12:37of those systems creates a national security crisis.
- 12:41The US has proposed a notification mechanism
- 12:43that would allow the two governments to alert each other
- 12:47about a major AI incident serious enough to threaten national security.
- 12:51Then there's Taiwan,
- 12:53probably the most sensitive security issue between the two countries.
- 12:56As PDB listeners know,
- 12:58Beijing continues to claim the self-governed island as its own territory
- 13:03and has not renounced the use of force to take control of it.
- 13:06Washington continues to support Taiwan,
- 13:09including through weapons sales.
- 13:10In December,
- 13:11the Trump administration approved an $11 billion arms sale
- 13:14to Taiwan that would be the largest ever.
- 13:16A second package,
- 13:18reportedly
- 13:18worth about $14 billion has been on hold for months,
- 13:22and Trump has described arms sales to Taiwan as a
- 13:25very good negotiating chip.
- 13:28Now that may be one of the most delicate parts of the visit
- 13:30for Beijing.
- 13:31Taiwan is a red line.
- 13:33For Washington,
- 13:34it's a democratic partner and a critical part
- 13:36of America's security posture in the Indo-Pacific.
- 13:40Now,
- 13:40no one is expecting some
- 13:41sweeping breakthrough during Xi's visit.
- 13:43That's usually not the result from any summit.
- 13:46But the way that Trump and Xi handle Taiwan
- 13:49could tell us a lot about whether tensions in the Western Pacific are about to ease
- 13:53or intensify.
- 13:55Now Iran is also likely to come up during the course of this summit,
- 13:58and after the reporting we just discussed about Chinese companies
- 14:01supplying Tehran with military use components and other support,
- 14:05there is plenty there for Trump and Xi to discuss
- 14:08should Trump choose to bring it up.
- 14:11The rest of the visit keeps moving through that same mix of ceremony and substance.
- 14:15Trump and Xi are expected to exchange toasts at a state dinner at the White House,
- 14:20and the dinner is expected to include major tech leaders,
- 14:22including Nvidia's Jetson Huang,
- 14:24Apple's Tim Cook,
- 14:25OpenAI's Sam Altman,
- 14:27and SpaceX's Elon Musk.
- 14:29I'm still waiting for my invite.
- 14:31On Friday at the end of the visit,
- 14:32the two sides are expected to release separate announcements
- 14:35allowing each government to frame the meetings for their own domestic audiences.
- 14:41And that,
- 14:41my friends,
- 14:42is the PDB afternoon bulletin for Thursday,
- 14:44the 24th of September.
- 14:46If you have any questions or comments,
- 14:47please reach out to me
- 14:48at PDB@thefirstv.com.
- 14:51And to listen to the show ad-free,
- 14:53well,
- 14:53you know you can do that.
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- 14:56of the President's Daily Brief
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- 15:01I'm Mike Baker and I'll be back tomorrow,
- 15:03still on the road.
- 15:04Until then,
- 15:06stay informed,
- 15:07stay safe.
- 15:08Stay cool.
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