Latest / The President's Daily Brief / October 1st, 2026: U.S. Responds To Iran’s Latest Peace Proposal & U.S. Troops Leave Iraq
Transcript
- 0:12It's Thursday,
- 0:13the first of October.
- 0:14Look at that,
- 0:15a brand new month.
- 0:17Hm,
- 0:17can Christmas tunes be far away?
- 0:19I don't think so.
- 0:20Welcome to the President's Daily Brief.
- 0:22I'm Mike Baker,
- 0:23your eyes and ears
- 0:24on the world stage and still on the road,
- 0:27still in my
- 0:28posh digs somewhere in London.
- 0:31All right,
- 0:31let's get briefed.
- 0:32First up,
- 0:33the diplomatic channel with Iran reportedly remains open,
- 0:37with Qatar carrying messages between both sides
- 0:40even as the US rolls out another round of sanctions.
- 0:43I know
- 0:44it's like Groundhog Day,
- 0:46but with a repressive Iranian regime.
- 0:49If Paxitani Phil sees his shadow,
- 0:51we get 6 more weeks of optimistic talk about
- 0:54some type of negotiations that might be underway.
- 0:57Later in the show,
- 0:58US forces have left Iraq after more than two decades,
- 1:01raising new questions about
- 1:03whether Iran-backed militias or ISIS
- 1:06could exploit the security vacuum.
- 1:08Well,
- 1:08let me clear up that mystery.
- 1:10Yes,
- 1:11of course Iran-backed militias and ISIS
- 1:13will exploit that security vacuum.
- 1:15I am sorry to spoil the suspense.
- 1:17Plus,
- 1:18Pakistan says it will defend Saudi Arabia against the Houthis by
- 1:22whatever means are available,
- 1:24raising the prospect that Islamabad
- 1:26could be drawn directly into the fight.
- 1:28And in today's Back of the Brief,
- 1:30Britain says a Beijing research institute is secretly
- 1:34serving as a front for Chinese intelligence.
- 1:36Oh,
- 1:37say it ain't so.
- 1:38And for that I declare today's back of the brief
- 1:41the winner of this week's,
- 1:43possibly this month's PDB statement of the obvious award.
- 1:46But first,
- 1:47today's PDB spotlight.
- 1:49Despite President Trump publicly rejecting Iran's latest peace proposal,
- 1:53some folks are saying that the diplomatic channel
- 1:55between Washington and Tehran is still open.
- 1:58Iranian Foreign Minister Abbas Sarachi has now received
- 2:02reportedly formal US feedback
- 2:04on Tehran's seven-day trust building plan,
- 2:07is that what they're calling it,
- 2:09through Qatari mediators.
- 2:11And that is about as moronic a name for what
- 2:13you might call a plan between the US and Iranian regimes
- 2:16as you could conjure up a 7 day trust building plan.
- 2:21According to Reuters,
- 2:22Erachi received the response in Doha on Tuesday
- 2:25and was expected to take it back to Tehran
- 2:28for discussions with Iran's leadership,
- 2:30whomever that might be.
- 2:32The exact contents of the American response have not been made public,
- 2:35but we do know something important about where the talks stand or supposedly stand.
- 2:40The main disagreement is reportedly over sequencing.
- 2:43In other words,
- 2:44the two sides
- 2:45may not be arguing over every component of the plan
- 2:48so much as the order in which those steps would happen.
- 2:52Iran wants to know what it gets and when.
- 2:54Washington wants to know what the regime is prepared to do first.
- 2:58Iran's proposal calls for a seven-day trust building period,
- 3:01I just can't say that often enough,
- 3:03designed to move both sides back toward an expanded version of the
- 3:06memorandum of understanding
- 3:08reached in June.
- 3:09Well,
- 3:09that worked out well.
- 3:10That earlier framework briefly reduced hostilities and
- 3:13Included provisions involving the Strait of Hormuz and Iran's nuclear program,
- 3:18although that particular provision was simply
- 3:21supposedly to say that at some point
- 3:23both sides would talk about Iran's nuclear program.
- 3:26The latest Iranian proposal again centers on reopening
- 3:29the Strait of Hormuz and restoring normal maritime traffic
- 3:33if certain conditions are met.
- 3:35Tehran has also been seeking relief from the US naval blockade,
- 3:38access to frozen Iranian funds,
- 3:40and waivers that would allow
- 3:41some oil sales to resume.
- 3:44President Trump publicly rejected those terms last week,
- 3:46but that was publicly.
- 3:47Apparently
- 3:48the rejection did not reportedly end the talks.
- 3:52Qatar kept moving messages between Washington and Tehran,
- 3:55and the US ultimately sent Iran a formal response.
- 3:59So the public answer to Tehran's original offer was no,
- 4:02but behind the scenes the negotiations kept moving.
- 4:06Iran wants economic relief before giving up some of the leverage that it still has,
- 4:10particularly,
- 4:11of course,
- 4:11around the waterway.
- 4:13Washington wants Iran to take concrete steps first,
- 4:16especially on the nuclear side,
- 4:18before easing the existing pressure.
- 4:20For now
- 4:21there is still no agreement,
- 4:23and while that effort is moving through Qatar,
- 4:25Washington is doing something else at the same time.
- 4:28They're increasing the pressure on the regime.
- 4:31The Treasury Department announced another round of sanctions Tuesday
- 4:35targeting 10 individuals and entities in Iran,
- 4:37Hong Kong,
- 4:38and Pakistan
- 4:39accused of helping Iran procure weapons and military components.
- 4:43But it does make you wonder
- 4:44if sanctions work,
- 4:46and they certainly appear to work when combined with actual consequences.
- 4:50Why not just unleash them all at once?
- 4:53The sanctions are part of what
- 4:54the administration calls Operation Economic Outcast.
- 4:57It's a campaign
- 4:58designed to cut Iran off from the financial and commercial networks
- 5:02that keep its military supplied.
- 5:05US officials say the latest targets
- 5:07helped Iran's Defense Ministry obtain components used in weapons programs,
- 5:11including missiles and drones.
- 5:12The goal is,
- 5:13of course,
- 5:14to make it harder and more expensive
- 5:16for the regime to replace what it's lost over the course of this war.
- 5:20And the new sanctions are landing at a difficult
- 5:22time for the Iranian regime and their economy.
- 5:25The rial fell to a new record low this week,
- 5:27with more than 2.5 million riyals
- 5:30trading for $1.
- 5:32Iran's economy was already under heavy sanctions and strained before the war,
- 5:36but the combination of new sanctions,
- 5:38the US naval blockade,
- 5:39and disruption to oil exports
- 5:41has driven that pressure even higher.
- 5:44So the diplomatic channel supposedly remains open
- 5:47with Qatar carrying messages back and forth and
- 5:49both sides still possibly working through the terms of
- 5:53some form of an agreement,
- 5:55but at the same time,
- 5:56the US is continuing to increase the economic pressure on Iran
- 6:00and of course hasn't taken future military action off the table.
- 6:04The key question in all of this remains
- 6:07who in Iran is actually calling the shots
- 6:11without knowing who has ultimate authority within the regime.
- 6:14It is almost impossible
- 6:16for the US to determine how this will all end up,
- 6:19which,
- 6:19after all,
- 6:20may be why the regime hasn't been clear
- 6:22about who is in fact in charge.
- 6:26All right.
- 6:26Coming up next,
- 6:27US forces believe Iraq after more than two decades,
- 6:31and Pakistan warns that it could enter the fight against the Houthis.
- 6:35That could be diplomatic speak for,
- 6:37but we won't.
- 6:38I'll be right back.
- 6:40Mike Baker here with a word about personal health and weight loss.
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- 7:41Welcome back to the PDB.
- 7:43After more than two decades of American military involvement in Iraq,
- 7:47the final US troops are now out.
- 7:50The Pentagon announced Wednesday that the withdrawal is complete,
- 7:53ending the military mission that began with the 2003 invasion,
- 7:57resumed in 2014 to fight ISIS,
- 8:00and continued in different forms ever since.
- 8:03The last American forces departed from Iraq's Kurdish region
- 8:06under an agreement reached between Washington and Baghdad
- 8:09back in 2024.
- 8:11Now this withdrawal timetable predates the current US administration.
- 8:15The agreement to end the US military presence
- 8:17was negotiated under the Biden administration,
- 8:21but geopolitics
- 8:22really doesn't care who signed the agreement.
- 8:24The withdrawal is happening now in the middle of a war with Iran,
- 8:27and of course
- 8:29that makes the timing notable
- 8:31and concerning.
- 8:32Washington is trying to put maximum pressure on Iran
- 8:34economically,
- 8:35diplomatically,
- 8:36and militarily.
- 8:37At the same time,
- 8:38American troops are leaving a country
- 8:40where Iran has spent years building influence
- 8:43through allied political factions and armed Shiite militias.
- 8:47As you might imagine,
- 8:48Iran is treating the withdrawal as a victory.
- 8:51Naturally,
- 8:51the regime and its allies have portrayed the American departure as
- 8:54another success for what Iran calls its axis of resistance.
- 8:58Supporters of Iran-backed militias inside Iraq
- 9:01have also celebrated the exit,
- 9:03some with anti-American rallies and chants.
- 9:06I mean,
- 9:06frankly,
- 9:07is it,
- 9:07is it even an anti-American rally if you don't have chants?
- 9:10I,
- 9:10I,
- 9:11one goes with the other.
- 9:12The Iraqi government says its own security forces
- 9:15are now capable of defending the country.
- 9:17And Washington says military cooperation is not disappearing entirely.
- 9:21The US plans to continue providing training and intelligence support
- 9:24even though the troops have gone.
- 9:26Still,
- 9:27the obvious concern is what happens to the space that the Americans leave behind.
- 9:31Iran-backed militias already hold significant power inside Iraq.
- 9:35Both politically and militarily,
- 9:37some of those groups have resisted pressure to disarm,
- 9:40and the fear is that the disappearance of US forces
- 9:43removes one more obstacle to their expanding influence.
- 9:46And then,
- 9:47of course,
- 9:48well,
- 9:48there's ISIS.
- 9:49The group is nowhere near as powerful as it was a decade ago,
- 9:52and Iraqi security forces are in a very different position today
- 9:56than they were in 2014.
- 9:58But ISIS has not disappeared.
- 10:01Sleeper cells and remnants remain active.
- 10:03And there are concerns that any weakening of intelligence,
- 10:06surveillance,
- 10:07or counterterrorism capabilities
- 10:09could create room for the organization to rebuild,
- 10:12and Iraq has been through
- 10:13that before.
- 10:15American troops withdrew in 2011.
- 10:173 years later,
- 10:18ISIS swept across large parts of Iraq,
- 10:20captured Mosul,
- 10:21and forced the US back into the country.
- 10:23But
- 10:24hey,
- 10:25what are the chances that history repeats itself?
- 10:28Now,
- 10:28that does make me sound rather cynical,
- 10:29doesn't it?
- 10:30To be fair,
- 10:31maybe history doesn't repeat itself,
- 10:33but it does explain why some Iraqi and
- 10:35Kurdish officials remain uneasy about the withdrawal.
- 10:38The larger point here is that the withdrawal was planned years ago.
- 10:42Obviously at that point
- 10:43no one could predict the current Iran conflict.
- 10:46The question now
- 10:47is whether Washington is leaving behind a stable
- 10:49Iraqi state capable of filling that space,
- 10:52or whether Iran-backed militias,
- 10:55ISIS or both,
- 10:56will try to fill it instead.
- 10:58As a cynic.
- 10:59Well,
- 11:00I know where my money is going in the prediction markets.
- 11:03All right.
- 11:04Turning now to the ongoing fight between Saudi Arabia and the Houthis,
- 11:07where the Middle East's newest military alliance is getting its first real test.
- 11:11Pakistan's defense minister says his nation is prepared to use
- 11:15whatever means are available to defend the kingdom.
- 11:18That warning came Tuesday from Islamabad's Khwaja Asif,
- 11:22who described the Iran-backed group as aggressors
- 11:24and made clear that quote,
- 11:25Any enemy of Saudi Arabia is an enemy of Pakistan.
- 11:28That should be very clear,
- 11:29end quote.
- 11:31But how far is Pakistan prepared to go,
- 11:33or has it already taken action?
- 11:35Reporters put that question to the Defense Minister during a visit to Rome,
- 11:39asking whether Pakistani forces
- 11:41had participated in recent air strikes against Iranian operators in Yemen.
- 11:45Now he declined to answer directly,
- 11:47pointing instead to Pakistan's new trilateral mutual defense pact
- 11:51with Saudi Arabia and Turkey.
- 11:53The three countries signed the Mecca Joint Defense Agreement on the 7th of August.
- 11:58It's a
- 11:59straightforward NATO-style commitment.
- 12:00An attack on one member will be treated
- 12:02as an attack on all three.
- 12:04That is the obligation Assif says Pakistan is prepared to fulfill.
- 12:08Quote,
- 12:09I'm not going into detail,
- 12:10but obviously when I say that we are
- 12:12bound by this arrangement to defend Saudi Arabia,
- 12:15that means whatever means are available at our disposal,
- 12:18they'll be available to Saudi Arabia also,
- 12:20end quote.
- 12:21So Pakistan is leaving the scope of
- 12:23its potential involvement open while being quite explicit
- 12:26about its willingness to help.
- 12:28To understand why Pakistan is making that commitment,
- 12:31yeah,
- 12:31look at how the Houthis are expanding the fight.
- 12:34As I've discussed in recent weeks,
- 12:35the Iran-backed group has intensified missile and drone attacks
- 12:39against Saudi Arabia while extending its control along Yemen's Red Sea coast,
- 12:43which reminds me.
- 12:45I wonder if the US will insist in their negotiations with Iran,
- 12:48if those negotiations are ongoing,
- 12:51that the regime calls a stop to their proxies'
- 12:53actions against the Saudis in the Bab al-Mendeb Strait.
- 12:56I mean,
- 12:56given Iran's influence over the Houthis,
- 12:59you would think
- 13:00it would be odd to treat what the Houthis are doing and Iran's actions
- 13:03as two completely separate matters.
- 13:06Just a thought.
- 13:07Houthi forces recently captured the strategic port city of Mocha
- 13:10and several Red Sea islands,
- 13:12pushing their reach closer to the Bab al Mandeb Strait.
- 13:15That's significant
- 13:16because roughly 12% of global trade passes through that maritime choke point,
- 13:21which makes what happens there a concern well beyond Saudi Arabia.
- 13:26So
- 13:26you ask,
- 13:27what are the Houthis doing with that expanding reach.
- 13:30Well,
- 13:30along with allied Iranian-backed militias in Iraq,
- 13:33they've attacked Saudi oil facilities and sought to prevent Saudi tankers
- 13:36from using the Strait.
- 13:38That's the aggression that Pakistan is promising to help Saudi Arabia confront.
- 13:42Protecting those facilities and keeping trade routes open
- 13:45matters to the US and its allies,
- 13:47which have a clear interest in preventing Iran-backed groups
- 13:50from dictating who can move through critical international waters.
- 13:54Just days before Asif spoke,
- 13:56the army chiefs of Pakistan,
- 13:57Turkey,
- 13:58and Saudi Arabia
- 13:59met in Riyadh to discuss how to respond to the attacks.
- 14:02Their top diplomats also recently met on the sidelines of the UN General Assembly,
- 14:07where they discussed implementing the defense pact
- 14:09and coordinating a response to attacks targeting
- 14:12Mecca and other sites in the kingdom.
- 14:15All right.
- 14:16In today's back of the brief,
- 14:17British intelligence says a Beijing research institute is secretly
- 14:21operating as a front for China's spy agency.
- 14:24What?
- 14:25Targeting sensitive technology and expertise
- 14:27from Western universities and laboratories.
- 14:31Hm,
- 14:31or you say laboratory,
- 14:32I say laboratory.
- 14:34Pajama,
- 14:34pajama.
- 14:35Yeah.
- 14:36Apparently the only people surprised at this news are the
- 14:38academics and researchers working in Western universities and laboratories.
- 14:43Which reminds me of that brilliant kids' cartoon
- 14:46Dexter's Laboratory.
- 14:47More on that when we come back.
- 14:51Hey,
- 14:51Mike Baker here.
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- 17:05In today's back of the brief,
- 17:06British intelligence is exposing what it says was a
- 17:09hidden path
- 17:10from Western university research
- 17:12directly to Beijing's spy agency,
- 17:14with a Chinese Institute funding projects
- 17:17that were actually funded by the Chinese government to support espionage.
- 17:21MI5,
- 17:22Britain's domestic intelligence service,
- 17:23issued its first ever
- 17:25espionage alert on Wednesday.
- 17:27MI5 is publicly identifying an alleged Chinese
- 17:30intelligence front and explaining how it operated.
- 17:33It's part of a broader effort by the British government and its allies
- 17:37to bring the scale of Chinese espionage into public view.
- 17:41So what exactly has MI5 uncovered?
- 17:44Well,
- 17:44the warning centers on the Beijing-based
- 17:46China General Technology Research Institute.
- 17:49Well,
- 17:50that sounds suitably vague.
- 17:52And then you say,
- 17:52does it have an acronym?
- 17:53Of course it does.
- 17:54It's CGTRI,
- 17:56that just rolls off the tongue,
- 17:57which also goes by the name
- 17:58China Academy of General Technology.
- 18:01Again,
- 18:02suitably vague.
- 18:03According to MI5,
- 18:04the institute concealed its relationship with
- 18:06China's Ministry of State Security,
- 18:08the MSS.
- 18:09While financing research intended to acquire sensitive technology and expertise
- 18:13from Western universities and laboratories,
- 18:16those projects involved artificial intelligence,
- 18:19covert communications,
- 18:20and other technologies.
- 18:21MI5 says the purpose behind that funding
- 18:24went well beyond academic cooperation and in fact
- 18:27is espionage hidden in the guise or veneer of academia.
- 18:31MI5 stated,
- 18:32quote,
- 18:32The primary purpose is to fund academic research
- 18:35that directly improves MSS or Ministry of State Security,
- 18:39technical capability for espionage.
- 18:42Now how far did that arrangement reach?
- 18:44Well,
- 18:44that's a good question you ask.
- 18:45MI5 says it identified
- 18:47more than 100
- 18:49UK-linked academics who contributed to projects secretly
- 18:52funded by MSS via intermediaries.
- 18:56Now of course that doesn't mean that those
- 18:58academics knowingly agreed to help China's spies.
- 19:01The alert did not identify individual
- 19:03researchers or universities and acknowledged that many
- 19:07likely
- 19:08engaged with CGTRI in good faith
- 19:11given the institute's obfuscated links to Chinese intelligence
- 19:15and of course also
- 19:16given how many academics in the West are
- 19:18rather gormless when it comes to the aggressiveness and expansiveness
- 19:21of China's spying efforts,
- 19:23but Britain has made clear
- 19:25what it expects universities to do next.
- 19:27Now that MI5 has exposed the alleged connection,
- 19:30those research relationships need to end.
- 19:33Security Minister Dan Jarvis says the
- 19:34alert exposes attempts by Chinese intelligence
- 19:37to covertly benefit from the expertise and research of our academics,
- 19:41undermining our national security,
- 19:43end quote.
- 19:44He says he has written to all university vice chancellors
- 19:47to ensure they support their staff
- 19:49to end all arrangements with this company,
- 19:51end quote.
- 19:52Those who fail to sever university or research ties
- 19:55could also face prosecution,
- 19:57the alert warrants.
- 19:58Britain's 2023 national security law
- 20:01prohibits conduct
- 20:02that is likely to materially assist a foreign intelligence service.
- 20:07Now former British officials and China experts
- 20:09point to the intensifying competition between the West and Beijing
- 20:12over artificial intelligence,
- 20:14drones,
- 20:15and
- 20:15other technologies transforming warfare and espionage.
- 20:19The concern,
- 20:19of course,
- 20:20is that expertise developed in Western research institutions
- 20:23could help give Chinese intelligence an advantage in that competition,
- 20:27with researchers potentially unaware of how their work is being used.
- 20:32Britain's closest intelligence partners have been raising related concerns and
- 20:35in fact have been raising those concerns for years.
- 20:38Recently though,
- 20:38in June,
- 20:39the Five Eyes partnership,
- 20:40which of course includes the US,
- 20:42Britain,
- 20:42Canada,
- 20:43Australia,
- 20:43and New Zealand,
- 20:44warned that China was using LinkedIn and other job search platforms
- 20:49to extract secret information from security professionals.
- 20:52That warning
- 20:53focused on people who already had access to sensitive information.
- 20:56This latest warning
- 20:58concerns researchers and academics who may be approached by
- 21:01what appears to be a harmless Chinese research institute
- 21:04offering cooperative work opportunities.
- 21:08And that my friends,
- 21:08is the President's Daily Brief for Thursday,
- 21:11the 1st of October.
- 21:12Welcome to October.
- 21:13If you have any questions or comments,
- 21:14please reach out to me at PDB@thefirstv.com.
- 21:18And of course if you like an ad-free PDB,
- 21:20well,
- 21:20no worries,
- 21:21just become a premium member of the President's Daily Brief
- 21:24by visiting PDB.
- 21:25Premium.com
- 21:26and finally,
- 21:27as they say,
- 21:28a teaser.
- 21:29Oh,
- 21:29don't miss this weekend's edition of the PDB Situation Report.
- 21:33The amazing Neil deGrasse Tyson
- 21:35will be joining me to talk artificial intelligence,
- 21:38the weaponization of space,
- 21:39aliens,
- 21:40and his latest book Take Me to Your Leader.
- 21:43Now I just hope he can keep up with my big brain.
- 21:45I'm Mike Baker,
- 21:46and I'll be back later today with the PDB
- 21:48afternoon bulletin.
- 21:49Until then,
- 21:50stay informed,
- 21:51stay safe,
- 21:52stay cool.