Latest / The President's Daily Brief / October 20th, 2026: Trump–Zelensky Rift Deepens & Iran Tightens Hold Over Hormuz
Transcript
- 0:13It's Tuesday,
- 0:13the 20th of October.
- 0:15Welcome to the President's Daily Brief.
- 0:17I'm Mike Baker,
- 0:18your eyes and ears on the world stage.
- 0:21Hi.
- 0:22Let's get briefed.
- 0:23First up,
- 0:24tension between Washington and Kiev continues to rise
- 0:28as President Zelensky accuses the US
- 0:30of temporarily interrupting critical intelligence sharing.
- 0:34The Trump administration denies the allegation,
- 0:36while President Trump escalates his criticism
- 0:39of Ukraine's handling of the war.
- 0:42Well,
- 0:42they were invaded,
- 0:44so there's that.
- 0:45Later in the show,
- 0:46speaking of who's responsible for rising fuel prices,
- 0:50Iran is tightening its grip on the Strait of Hormuz,
- 0:53with ships coming under attack and
- 0:55some 6000 sailors stranded on the waterway.
- 0:58The Iranian regime is also reviving demands
- 1:01that President Trump has previously rejected.
- 1:04Plus,
- 1:05Russian President Vladimir Putin is proposing talks
- 1:08with President Trump and China's Xi Jinping.
- 1:11To end the war in Ukraine.
- 1:12Well,
- 1:12how magnanimous of him,
- 1:14while saying that Ukraine does not need a seat at the negotiating table.
- 1:18Well,
- 1:19now there's a thought.
- 1:20Let's make a deal with America's two main adversaries
- 1:23without the invaded country being involved.
- 1:25It seems logical.
- 1:26I mean,
- 1:27well,
- 1:27it seems logical from Putin and Xi Jinping's perspective.
- 1:31And in today's Back of the Brief,
- 1:32President Trump backs Israeli Prime Minister Netanyahu for another term,
- 1:37warning that America would be left to finish the war against Iran alone
- 1:41if voters replace him.
- 1:43But will Trump's endorsement help Netanyahu
- 1:46secure the support he needs
- 1:48to stay in power?
- 1:50But first,
- 1:51today's PDB spotlight.
- 1:53Russia has launched another major assault on Ukraine's energy infrastructure,
- 1:58and President Zelensky says his country once again
- 2:00received no advance warning from Western intelligence partners.
- 2:04The latest attack comes as relations between
- 2:07Washington and Kiev continue to deteriorate,
- 2:09with the two governments now openly contradicting each other
- 2:13over intelligence sharing,
- 2:14military communications,
- 2:16and Ukraine strikes against Russian energy facilities.
- 2:19According to the Associated Press,
- 2:21Russian forces targeted Ukraine early Monday
- 2:24with ballistic missiles and jet-powered drones,
- 2:26striking 28 substations and other critical energy facilities.
- 2:31More than half a million people were left without electricity,
- 2:34heat,
- 2:35or running water.
- 2:36Russia also fired 16 ballistic missiles at Kiev
- 2:39and the surrounding region.
- 2:41Ukrainian officials say they've received no warning
- 2:44ahead of the first wave of attacks,
- 2:45while intelligence about a second wave arrived
- 2:48too late to activate air raid sirens.
- 2:51Now that raises serious concerns for Kiev,
- 2:54which has relied heavily on American intelligence
- 2:57to detect incoming Russian ballistic missiles.
- 3:00But Washington disputes the notion
- 3:02that the US is intentionally withholding critical intelligence.
- 3:06During an interview on Sunday,
- 3:07the Ukrainian president claimed US intelligence sharing had been interrupted
- 3:12before subsequently being restored.
- 3:14Secretary of State Marco Rubio,
- 3:16however,
- 3:16flatly rejected that claim Monday,
- 3:19telling reporters in Uzbekistan,
- 3:21quote,
- 3:21I don't know where he's getting these things or
- 3:23why he's saying these things to the press,
- 3:25end quote.
- 3:26Rubio insisted there had been no interruption or pause in intelligence sharing
- 3:30and said Zelensky should instead focus his attention on diplomacy,
- 3:36but Rubio also acknowledged that,
- 3:38oh,
- 3:38here we go,
- 3:39a software problem had affected Ukraine's
- 3:41early warning system several nights earlier,
- 3:44saying US European Command was investigating.
- 3:47However,
- 3:47he said he didn't know what had happened
- 3:49during Monday's attack.
- 3:51And intelligence sharing isn't the only point of contention,
- 3:55as we discussed on Friday's PDB.
- 3:57Ukraine has also been dealing with restrictions on its satellite communications,
- 4:01and the dispute over who imposed them
- 4:04has only grown more contentious.
- 4:06Zelensky says speed restrictions remain in place
- 4:09on satellite terminals used by Ukrainian drones,
- 4:12disrupting operations along the front lines.
- 4:15Last week,
- 4:15Reuters reported
- 4:16that an order to restrict the service originated inside the White House,
- 4:21citing American and Western officials.
- 4:24But Rubio has denied that account,
- 4:26insisting nobody at the White House ordered the slowdown.
- 4:29He acknowledged the disruption occurred,
- 4:31saying it just
- 4:33sort of happened.
- 4:34Oh well,
- 4:34it just sort of happened,
- 4:36but maintained that service had been restored.
- 4:38Rubio also drew a distinction between SpaceX's commercial Starlink network
- 4:43and its military-grade star shield system,
- 4:45saying Ukraine
- 4:46doesn't currently have access to StarShield.
- 4:50Now that complicates the picture even further given that
- 4:52previous reporting identified StarShield as the affected service,
- 4:57and the conflicting explanations have now prompted Republican lawmakers,
- 5:01including Congressman Mike Turner and Senator Kevin Kramer,
- 5:04to call for a congressional investigation.
- 5:08Meanwhile,
- 5:08President Trump is escalating his criticism of Zelensky,
- 5:11while defending his decision
- 5:13to waive new sanctions on Russia and ease
- 5:16restrictions on Russian diesel exports in a bid to
- 5:20bring down fuel prices.
- 5:22Trump argues that additional pressure on Moscow
- 5:25could drive Vladimir Putin away from peace negotiations.
- 5:28What?
- 5:29Putin has not been anywhere near peace negotiations.
- 5:32How are you going to drive him further away?
- 5:34He's shown no signs of backing away from his maximalist demands
- 5:38and continues to pound Ukraine ahead of the approaching winter.
- 5:42Trump also doubled down on those accusations
- 5:44Sunday in a lengthy truth social screed,
- 5:47saying Zelensky is worsening global fuel shortages by
- 5:51targeting Russian oil refineries.
- 5:53Trump tore into Zelensky,
- 5:55accusing the Ukrainian leader of not
- 5:57caring about the economic consequences of attacks
- 6:00and claiming he doesn't want to end this war and probably never did,
- 6:04end quote.
- 6:05He added that in his view,
- 6:07Zelensky's refusal to make a deal with Putin
- 6:10in past years had left Ukraine in shambles.
- 6:14Secretary Rubio,
- 6:16although using more diplomatic language,
- 6:18echoed Trump's sentiments and remarks over the weekend,
- 6:21urging Zelensky to bring an end to the war.
- 6:24You know,
- 6:24he is the invaded party,
- 6:26while also urging Russia to do the same.
- 6:28Oh,
- 6:28well,
- 6:28that's good.
- 6:29Rubio also raised another concern,
- 6:31saying recent Ukrainian attacks in the Black
- 6:33Sea have struck vessels carrying American-owned oil.
- 6:36He emphasized that he doesn't believe
- 6:38Ukraine deliberately targeted those American interests,
- 6:40but called them frustrating incidents
- 6:42that are exacerbating the global energy crisis.
- 6:46Zelensky meanwhile insists Ukraine has supported
- 6:48every effort to negotiate a ceasefire,
- 6:51accusing Russia of prolonging the conflict and
- 6:54treating peace negotiations as a parody,
- 6:57while Moscow continues its attacks on Ukrainian energy infrastructure
- 7:01as winter approaches.
- 7:03All of this,
- 7:03of course,
- 7:04well,
- 7:04here's a statement of the obvious,
- 7:06leaves Zelensky and his government in an increasingly difficult position.
- 7:10Russia continues attacking Ukraine's power grid.
- 7:13Washington is pressing Zelensky to halt strikes against Russian energy targets
- 7:17and accept a negotiated settlement,
- 7:19all while questions mount over the
- 7:21reliability of the intelligence and communications support
- 7:25that Ukraine needs to defend itself.
- 7:27For Zelensky,
- 7:28the immediate challenge is,
- 7:29of course,
- 7:30protecting Ukrainian cities
- 7:32from continuous waves of Russian attacks,
- 7:35while the continuous waves of verbal attacks from President Trump
- 7:38aren't helping.
- 7:40The White House appears to have picked a side,
- 7:42and unfortunately for Ukraine,
- 7:44that appears to be Putin's side.
- 7:46Now,
- 7:46it's not unreasonable to assess
- 7:48that Trump's overall frustration with rising fuel prices
- 7:52stemming from the US conflict with Iran,
- 7:55has left him looking for a scapegoat.
- 7:57And since he doesn't seem inclined to blame Moscow for Putin's war,
- 8:00he seems increasingly comfortable blaming Ukraine for being invaded,
- 8:04refusing to give in to Putin's demands,
- 8:06and attacking Russia's primary means of funding the Kremlin's war machine.
- 8:11Whether or not the White House,
- 8:12as Reuters reported,
- 8:14did withhold intelligence from Kiev,
- 8:16and whether the US government disrupted Starlink or StarShields service,
- 8:20it does appear
- 8:21that Trump believes the way to end Putin's invasion
- 8:24is to pursue a policy of appeasement towards the Kremlin.
- 8:28That sound you hear in the distance
- 8:30is Putin
- 8:31patting himself on the back.
- 8:33Alright,
- 8:34coming up next,
- 8:35Iran warns that it has quote unfinished jobs
- 8:38as attacks mount in the Strait of Hormuz,
- 8:41and Putin is proposing trilateral talks
- 8:44with President Trump and China's Xi Jinping
- 8:46to discuss ending the war in Ukraine.
- 8:48Well,
- 8:48that's not too transparent.
- 8:50I'll be right back.
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- 10:02Welcome back to the PDB
- 10:04in the Strait of Hormuz.
- 10:05Thousands of sailors remain trapped in and around the waterway as Iran
- 10:09renews demands for concessions from President Trump
- 10:13before they'll reopen the passage.
- 10:15Meanwhile,
- 10:16locals are searching the waterway for booty after
- 10:18a cargo ship sunk while transiting the strait,
- 10:21and that's the first time I've ever used the word booty on the PDB.
- 10:25The sunken vessel was traveling from Karachi,
- 10:27Pakistan to the United Arab Emirates when
- 10:30it reportedly struck a mine last Wednesday,
- 10:32according to Iranian state television.
- 10:34All 21 crew members escaped without injuries,
- 10:37but
- 10:37approximately 2500 containers went down with the ship.
- 10:42Regime officials have ordered fishermen and others to leave the cargo alone,
- 10:46declaring it to be state booty.
- 10:48Out in the shipping lanes,
- 10:49the Revolutionary Guard Corps continues to issue their now standard warning
- 10:53ships crossing without its permission risk being attacked.
- 10:57The IRGC says that threat also applies to vessels
- 11:00with their tracking transponders switched off.
- 11:03Now many recent attacks have occurred near Oman's
- 11:06coast along a route that Tehran considers unauthorized.
- 11:10According to the Financial Times,
- 11:12Iran has attacked at least 2 dozen container ships in roughly 2 weeks
- 11:16using drones,
- 11:17naval mines,
- 11:17and rocket-propelled grenades fired from small boats.
- 11:21Those attacks continued through this weekend.
- 11:24On Saturday,
- 11:24the IRGC claimed strikes on 2 oil tankers,
- 11:28including a supertanker carrying approximately 2 million barrels of oil.
- 11:32On Sunday,
- 11:33a commercial vessel was struck by an RPG fired from a small boat
- 11:37approximately 75 miles northeast of the Saudi port of Jubail.
- 11:41A third tanker was reportedly struck later that day.
- 11:44The precise number of ships hit by mines or direct IRGC fire remains disputed.
- 11:50But the danger has been serious enough that
- 11:52the Secretary General of the International Maritime Organization
- 11:56is advising ships to stay put
- 11:58until their safety can be guaranteed.
- 12:00He told Fox News that roughly 6000 sailors remain trapped
- 12:03under a double blockade,
- 12:05warning seafarers
- 12:07have continued to perish in these attacks.
- 12:10As of the 9th of October,
- 12:12the International Maritime Organization had confirmed
- 12:14100 maritime incidents across the region,
- 12:18with 24 sailors killed since fighting began
- 12:21in late February.
- 12:23The disruption is also choking traffic through a vital
- 12:25route for Gulf oil and natural gas exports.
- 12:29UK maritime authorities recorded just 254 transits during
- 12:33the week ending the 14th of October.
- 12:36It's approximately 70% below normal pre-conflict levels.
- 12:40Brent crude
- 12:41was trading close to $108 a barrel
- 12:44by Monday morning.
- 12:46Now,
- 12:46the Iranian regime says that it could reopen the passage
- 12:49within days if Washington accepts its September ceasefire proposal.
- 12:54Under that 7 day Iranian regime plan,
- 12:58the US would release billions of dollars in frozen Iranian assets,
- 13:01waive sanctions on Iranian oil,
- 13:04and lift its naval blockade of Iranian ports.
- 13:07The strait would reopen
- 13:08only on the final day of that 7 day plan.
- 13:11In other words,
- 13:12the US would surrender substantial economic leverage
- 13:15before the regime delivered safe passage through the waterway.
- 13:20Now Trump rejected that proposal when it was first presented,
- 13:23and according to the Wall Street Journal,
- 13:25American officials said he doubted Iran would honor its commitments.
- 13:28Well,
- 13:28there you go.
- 13:30There's been no indication that Washington will accept the renewed offer,
- 13:33and Iranian Foreign Minister Abbas Aragi is accompanying that offer with a warning
- 13:38against renewed American strikes.
- 13:40In a message posted to X,
- 13:42he wrote,
- 13:42quote,
- 13:43Last time you wanted to finish the job,
- 13:45Iran emerged even stronger.
- 13:48But be careful,
- 13:49we have unfinished jobs too,
- 13:51end quote.
- 13:52So there,
- 13:53we also have unfinished jobs.
- 13:55Trump has insisted that Iran's nuclear stockpile must be addressed
- 14:00before he backs away from the threat of renewed strikes.
- 14:03Now Russian Foreign Minister Sergei Lavrov has offered to mediate.
- 14:07Well,
- 14:07that's because Russia's all about peacemaking,
- 14:09isn't it?
- 14:10Even traveling to Iran on Monday with the proposal that Moscow
- 14:14is seeking to take possession
- 14:15of Iran's highly enriched uranium.
- 14:19Hm.
- 14:19Alright,
- 14:20I want to turn back to the war in Ukraine,
- 14:22where Russian President Putin is proposing trilateral
- 14:26talks with President Trump and China's Xi Jinping
- 14:28to discuss
- 14:29ending Putin's war.
- 14:31And that might sound like a diplomatic opening,
- 14:34until you realize that Putin does not want Ukraine at the table.
- 14:37His idea,
- 14:38apparently,
- 14:39is just to discuss carving up Ukraine with Trump and Xi Jinping.
- 14:44No invite for Kiev.
- 14:45An exclusive report from the Wall Street Journal reveals that Putin raised
- 14:48the proposal during his October 9th phone call with President Trump.
- 14:53A former Russian intelligence officer briefed on that conversation
- 14:57told the Journal that Moscow wants the leaders to meet next month in China,
- 15:01and the Kremlin already has a setting in mind.
- 15:04That would be the Asia-Pacific Economic Cooperation Summit
- 15:07currently scheduled for the 18th and 19th of November in Shenzhen.
- 15:12Now Russian officials have approached Beijing through diplomatic channels,
- 15:16and Chinese officials have indicated
- 15:18that they wouldn't object if Trump agrees.
- 15:20Reportedly,
- 15:21President Trump has not committed to the meeting.
- 15:24A senior American official told the Journal
- 15:26that Trump could be receptive,
- 15:27given his determination
- 15:29to negotiate an end to the war,
- 15:31and given his apparent belief
- 15:32that Putin makes a better negotiating partner than Zelensky.
- 15:36Secretary of State Marco Rubio acknowledged
- 15:38Monday that discussions were underway.
- 15:41Speaking to reporters,
- 15:42he said,
- 15:42quote,
- 15:43I think there's been talks of a meeting,
- 15:44but added that he didn't believe anything
- 15:46had been finalized.
- 15:48The Kremlin also says the meeting and its agenda remain unresolved.
- 15:52For Kiev,
- 15:53though,
- 15:53the proposal,
- 15:54as you might suspect,
- 15:55already raises a serious problem,
- 15:57well,
- 15:57the lack of an invite.
- 15:58Ukraine's foreign minister rejected the idea Monday,
- 16:01warning that a summit without his government would encourage Putin
- 16:05to continue his war.
- 16:06As he put it,
- 16:07quote,
- 16:07As long as Putin continues this terror,
- 16:10there should be no place for him at any table,
- 16:12end quote.
- 16:13And Ukraine wouldn't be the only one left out.
- 16:16European leaders would also be absent,
- 16:18which suits Moscow's purposes,
- 16:20of course.
- 16:21The Journal reports that the Kremlin
- 16:23sees Europe as its main obstacle to securing the outcome that it wants in Ukraine.
- 16:29So the guest list is of course part of Putin's strategy.
- 16:32The format would give him something he
- 16:34has sought since entering the Kremlin in 2000,
- 16:37and that would be a place alongside the world's dominant powers.
- 16:41The former Russian intelligence officer quoted earlier says Putin
- 16:44has something resembling a second Yalta conference in mind.
- 16:48And for a little context,
- 16:49that original conference took place back in February
- 16:52of 1945.
- 16:54I remember it well.
- 16:55President Franklin Roosevelt,
- 16:57British Prime Minister Winston Churchill,
- 16:58and Soviet leader Joseph Stalin
- 17:01discussed Europe's post-war future,
- 17:03helping shape the settlement
- 17:04that preceded its Cold War division.
- 17:07The source says Putin sees talks with Trump and Xi
- 17:10as a chance to pursue a similar arrangement today
- 17:13with the major powers dividing the world into spheres of influence.
- 17:17Oh good.
- 17:19Putin has proposed similar meetings in the past,
- 17:21and now,
- 17:22with Washington easing economic pressure on Moscow,
- 17:25while increasingly blaming Zelensky
- 17:27for everything from the price of fuel to the
- 17:30box office failure of Tom Cruise's latest movie.
- 17:33Putin undoubtedly sees an opening to push for negotiations on his preferred terms.
- 17:39But securing Trump's participation is only part of the equation.
- 17:42Xi also has to weigh what hosting this meeting would mean for China.
- 17:47Bringing the American and Russian presidents together on Chinese soil
- 17:50would give Beijing a chance to present itself as a major diplomatic power broker.
- 17:56From Xi's perspective,
- 17:57that's an opportunity,
- 17:59but it does come with complications.
- 18:01Chinese officials reportedly worry that
- 18:02Ukraine negotiations could overshadow APEC,
- 18:05the summit.
- 18:07Which they want to use to showcase
- 18:09China's influence across the Asia-Pacific region.
- 18:13All right.
- 18:13Coming up in the back of the brief,
- 18:15President Trump weighs in on Israel's election
- 18:18with a warning about the unfinished fight against Iran.
- 18:21We'll look at why he says Netanyahu is the partner that America needs
- 18:25and the political hurdles that his ally faces to remain in power.
- 18:29More on that
- 18:30when we come back.
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- 21:34In today's back of the brief,
- 21:35President Trump is urging Israeli voters to
- 21:38keep Prime Minister Netanyahu in power,
- 21:41warning that without his longtime ally,
- 21:44America could be left to finish the job against Iran alone.
- 21:47In a message posted to Truth Social on Sunday,
- 21:50Trump gave Netanyahu and his Likud party,
- 21:53quote,
- 21:54complete and total endorsement ahead
- 21:55of Israel's October twenty-seventh elections.
- 21:59Now this was more than a president putting in a good word for an ally.
- 22:03Trump also told Israeli voters what he believes could happen if they replace him.
- 22:07Quote,
- 22:08If Israel has the wrong leader,
- 22:09which would be anyone other than Bibi,
- 22:12America will have to do this work ourselves,
- 22:14and I'm not inclined to do so,
- 22:17end quote.
- 22:18Now,
- 22:18the work he's referring to
- 22:20is the confrontation with Iran.
- 22:22In the same message,
- 22:23in somewhat of a contradiction,
- 22:25Trump warned that unless Tehran changes its behavior,
- 22:28quote,
- 22:29we will soon finish the job,
- 22:31end quote.
- 22:31I mean,
- 22:32unless he's
- 22:33not inclined to do so.
- 22:34So there are two audiences here.
- 22:36The Iranian regime is being told that America is prepared to act again,
- 22:40while Israeli voters are being told that Trump
- 22:42wants Netanyahu beside him if that becomes necessary.
- 22:46And that's notable because
- 22:47the two leaders have not always agreed on how best to proceed with this conflict.
- 22:52But Trump has made clear who he wants leading Israel.
- 22:55He called Netanyahu a great warrior and a partner for peace,
- 23:00praising his ability to withstand political opposition,
- 23:03military conflict,
- 23:04and international scrutiny.
- 23:06Trump wrote,
- 23:07quote,
- 23:08Normal men or women in such situations would have wilted under the pressure,
- 23:12but Bibi did not wilt.
- 23:13He actually got stronger,
- 23:15end quote.
- 23:16He also made clear what America expects from its ally.
- 23:19He said,
- 23:20quote,
- 23:20This is the kind of partner that the US is demanding of Israel,
- 23:24a country for which it has done so much,
- 23:26end quote.
- 23:28Netanyahu thanked Trump on X for his support in their joint work,
- 23:30adding,
- 23:31together we will complete the mission.
- 23:33It's worth noting that Israelis do not directly elect their prime minister.
- 23:38They vote for party lists competing for seats in the Knesset.
- 23:41That's Israel's 120 member parliament.
- 23:44Seats are distributed proportionally among parties,
- 23:47receiving at least 3.25% of the national vote.
- 23:52So you can think of the Knesset as Israel's equivalent of Congress,
- 23:55but with only one chamber.
- 23:58Now imagine the parties in Congress negotiating
- 24:00over who would lead the executive branch.
- 24:02How dysfunctional could that be?
- 24:04That roughly explains the process.
- 24:06Once the votes are counted,
- 24:08Israel's president,
- 24:09Isaac Herzog consults with party representatives
- 24:13and assigns a Knesset member the task of forming a government,
- 24:16generally choosing whoever appears best positioned
- 24:19to assemble enough support.
- 24:21The person he selects
- 24:23then has to persuade other parties
- 24:25to join a coalition.
- 24:26Are you following me on all this?
- 24:28Essentially an alliance that agrees to govern together.
- 24:31That proposed government
- 24:32then goes before the Knesset
- 24:34for a vote of confidence,
- 24:35which brings us to Netanyahu's target.
- 24:38That would be 61 seats,
- 24:39a majority.
- 24:41A government can technically win that
- 24:42initial confidence vote with fewer supporters
- 24:45if they outnumber those opposed,
- 24:47but 61 is the central goal.
- 24:50Recent projections indicate just how difficult
- 24:52this process could be for Netanyahu.
- 24:55Likud is forecast to win roughly 18 to 22 seats,
- 24:59including the
- 24:59other right wing and religious parties aligned with Netanyahu.
- 25:03His bloc is projected to hold approximately 49 to 51 seats.
- 25:08That leaves it roughly 10 to 12 seats short of a majority.
- 25:12So even if Laikud finishes first,
- 25:14Netanyahu could still lack the partners he needs to govern.
- 25:18Post-election negotiations could change those alliances,
- 25:20of course,
- 25:21but smaller parties
- 25:23could ultimately determine
- 25:24whether he stays in office.
- 25:27And that my friends,
- 25:28is the president's daily Brief for Tuesday,
- 25:30the 20th of October.
- 25:32Now,
- 25:32if you have any questions or comments,
- 25:33please reach out to me at PDB@hefirsttv.com.
- 25:38I'm Mike Baker and I'll be back later today with the PDB
- 25:41afternoon bulletin.
- 25:42Until then,
- 25:43stay informed,
- 25:44stay safe,
- 25:45stay cool.