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cover of episode PDB Situation Report | June 28th, 2025: How Israeli Intelligence Crushed Iran & Trump’s Global Power Test

PDB Situation Report | June 28th, 2025: How Israeli Intelligence Crushed Iran & Trump’s Global Power Test

2025/6/28
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Mike Baker: 作为主持人,我认为以色列情报部门在伊朗战争中发挥了关键作用。摩萨德通过多年的情报工作,在伊朗内部建立了广泛的合作网络,为以色列提供了关键优势,包括绘制防空地图、识别核科学家和追踪高级指挥官。此外,摩萨德还在伊朗境内建立了秘密无人机基地,并通过走私方式将无人机组件运入,使得以色列能够发动精确打击,迅速瘫痪伊朗的防空系统并摧毁关键目标。我希望了解嘉宾对此次袭击成功的看法,特别是关于摧毁伊朗核计划和弹道导弹能力的双重目标。 Oded Elam: 作为前摩萨德官员,我认为评估伊朗核设施的破坏程度非常困难,因为炸弹深入地下,爆炸引发了小型地震,难以通过航拍照片进行评估。需要情报和进入设施内部的途径才能准确评估破坏程度,伊朗自己也未能完全掌握情况。不过,以色列拥有非常精确和优秀的情报来源,不仅来自航拍照片,还来自地面行动,因此我相信以色列情报部门对破坏程度的评估。离心机非常脆弱,难以承受外部压力,更换损坏的离心机需要很长时间,因此这次内部打击肯定会对该项目造成相当大的损害。目前重要的是监测和监督伊朗的每一步行动,并做出积极反应,不允许他们重建基础设施或使用浓缩铀。我希望达成一项涵盖所有层面的协议,而不仅仅是某些核要素。只要美国人在现场监督,我不在乎伊朗是否将铀浓缩到2.6%,这可以被视为对政权的一种让步,但必须极其谨慎地监测,并纳入消除该政权对以色列和世界威胁的总体战略。

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This chapter analyzes the significant role of Israeli intelligence in the recent war with Iran. It explores Mossad's covert operations, including the strategic placement of informants and the use of drones, and the impact these operations had on the outcome of the conflict.
  • Mossad's extensive intelligence network within Iran provided crucial information.
  • Covert drone operations played a pivotal role in the war's outcome.
  • The precision of the strikes suggests highly effective intelligence gathering.

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Welcome to the PDB Situation Report. I'm Mike Baker. Your eyes and ears on the world stage. Let's get briefed. First up, the war between Israel and Iran officially came to an end earlier this week. Perhaps you heard about it.

But the outcome wasn't shaped by firepower alone. It was Israel's intelligence apparatus that helped tip the scales. Oded Elam, Mossad's former deputy head of global operations, he'll join us for more on that later in the show.

The war may have been fought with missiles, drones, and jets, but it was ended with a mix of hard and soft power from the White House. The Heritage Foundation's Stephen Yates, good friend of the show, stops by to look at how the Trump administration brought the conflict to a close and what that strategy tells us about U.S. power in the world today. But first, today's Situation Report Spotlight.

Now, the war may have played out in the skies over Tehran, but its outcome was shaped long before the first missile was fired. Years of intelligence groundwork laid by Mossad gave Israel a decisive edge. Reports say Mossad embedded dozens of local collaborators inside Iran, mapping air defenses, identifying nuclear scientists, and tracking senior IRGC commanders.

Covert drone bases were built deep inside Iranian territory and drone components were smuggled in piece by piece, sometimes in suitcases. So when the first strikes came, they were surgical, as you saw. Air defense systems were crippled in minutes. Key targets were taken out before they could react.

Now, for more on this, I'm joined by Oded Elam. He's a former deputy head of global operations from Assad. Oded spent over 22 years in Israeli intelligence, leading high-level counterterrorism operations and global intelligence missions. Oded, thank you very much for taking the time to join us here on The Situation Report. Thank you for having me. Where I'd like to start...

is an area that I know is imperfect right now in terms of the intelligence because things are still developing. But I'd love to get your perspective on the success of the strikes today. If the objective was, let's call it twofold, the destruction of the Iranian regime's nuclear program and their ballistic missile capability,

Could you talk to me about what you're seeing from the initial damage assessments? Regarding the initial damage assessments, it's a bit of tricky. And why is it tricky?

Because in Purdue, for instance, the damage was inflicted by the bombs that were penetrating into the mountain and the explosion had almost caused some sort of a

seismic, small, miniature earthquake within the complex of the Purdue Nuclear Facility.

it is very difficult to assess it from aerial photos from above because the penetration was deep inside under the mountain. It's not just normal, regular BDA that you can assess by aerial photos, satellite photo, and so on. You need to have some sort of intelligence and access

inside the compound. And this is more difficult to do. The Iranians themselves do not have a full picture right now of the amount of damage and havoc that was inflicted on them. They are still, by the way, bewildered.

And they have some problems in penetrating this compound just for the sake of nuclear radiation. Okay? So it's hard to say and hard to assess right now. I know in percentage, how much, 60, 70, 80, but I can say one thing for sure.

Israel has a very, very precise and excellent sources of information, not just from aerial photos, but from ground operations. And I cannot, of course, elaborate on what the nature of the intelligence, but we have seen the outcome of the Israeli intelligence and the precision and the accuracy

So, if the Israeli intelligence services right now predict that there was a substantial damage caused to those installation, and I'm not just talking about Purdue, I'm talking about Natanz, I'm talking about Ispahan, and I'm even talking about Iraq, I trust their judgment

fully, and I am absolutely certain that there was a considerable damage to the compounds. You have to remember one thing which is important. Centrifuge are very, very vulnerable and I would say

It cannot stand any sort of external pressure. And it's very hard to replace damaged centrifuge. It takes a long time to do it. And so, this tremendous internal blow would definitely cause a considerable damage to the project. Now, there's a big question.

Have they managed to evacuate those 400 presumed kilo of enriched uranium to 60% grade beforehand, or is it buried under the rubble, or is it maybe in Isfahan, as some say? I don't know. I don't know. I can just guess that the Israeli intelligence has more knowledge than anyone else regarding that.

From the way that the Iranians are right now acting, it seems to me from my years of experience in this field, that they're quite, I would say, devastated by the amount of damage

that they hadn't predicted that was caused by Israel and the coup de grace of the United States. I don't think they are able right now to recover quickly. It will take time. It will take a lot of effort, a lot of energy. And I'll tell you another thing.

In order to recover and to create some sort of a nuclear facility, even one or two warheads, you have to conduct series of tasks

in order to be certain that this thing can work. Now, those tests naturally can be very easily detected by the Israeli intelligence. So I would presume it will be quite difficult for the Iranian to mislead or hide any sort of a big leak

is to the nuclear, being on a threshold of a nuclear nation. So right now it is important to monitor as much as possible in all different ways and all different sources what is going to be the next step of the Iranian. And of course we should drag them by the ear to the negotiation table.

No, I think that kind of takes us into the next question, I suppose, because

in the immediate aftermath of the, certainly of the US airstrikes, and the Israeli military, obviously the air force had been having, the Israeli air force had been having remarkable success in controlling the skies, even over Tehran and taking out a variety of important and valuable targets. But after the US strikes, obviously the big question in the immediacy of it, the big question was,

What will Iran do in terms of retaliatory strikes? With that off the table, in theory, because of this initial ceasefire,

Then the question has become, okay, were the strikes successful in meeting those obligations? And I think you laid out very logically what that looks like right now. And also, I think the problem is we're speculating because of the lack of human intelligence and specifics about that damage. But-

Given all your time running global operations from Assad, when you look at what sort of damage we're talking about, when you're looking at their ability to reconstruct their program, what's your gut telling you based on all your experience? Because I know that's asking you to speculate, but from what you've seen and from your experience in the past,

Do you think, as an example, the Iranian regime was successful in moving the enriched uranium off site? Because there was a fair amount of talk about the potential for these strikes leading up to the actual strikes. I don't know. I really don't know what is the answer. I think the coming days and weeks will enable us to be more accurate in our assessment. But I know one thing for sure.

the Iranians capability to reach a nuclear warhead, which is not just enriched uranium, it's all the facilities of conducting the warhead, which is extremely, extremely complicated issue. It's not just you plug in two things and then there it goes. I think the diminishing of the scientists

and diminishing of their archive, and diminishing some sites that were supposed to be sites of nuclear construction, is taking the Iranians back quite a time. Let's say we don't stop the clock.

But we definitely, we move it backwards to somewhere around 2019 where they started the big leap forward. So what is important right now is to have the ability, and I think we have the ability, is to monitor

and supervise every single step of the Iranians and react to that. I mean, we have to be proactive in the reaction, which means not allowing them under no circumstances

to rebuild their infrastructure or starting to play around with this enriched uranium. What is also important is the nature of the agreements that will come with the United States regarding that.

And I really hope that the Trump administration will not back off from the initial demands that they had demanded at the beginning, which applies not only to the nuclear program, but also to the use of proxies, to these ballistic missile manufacturing and all of it. Would you expect to have some sort of an agreement

that will encompass all the layers that we are talking right now, and not just the certain nuclear elements. Also, I would tell you frankly for my position, I don't care if the Iranians will enrich uranium to the grade of 2.6% in Iran as long as it's supervised by Americans.

And when I'm talking about Americans, I'm talking on the ground, not just coming back and forth, but sitting on the ground in the facility and supervising them. I don't see that as a threat. And it might be some sort of...

I would say concession to the pride of the regime, but it has to be monitored extremely careful. And as I said before, it has to engulf an overall strategy of eliminating this regime being a threat to Israel and to the world. Odette, I would say that

Up until this point, all these years, there's never been transparency with the Iranian program. And so I guess the question is, do you believe that there's some fundamental change that's resulted from

This recent, let's call it the 12-day war, and that's what President Trump referred to it as, and combination of Israeli and U.S. military action. Is there some fundamental sea change in the way that Iran will approach negotiations? Because I'm not sure...

why we would think going in and creating another agreement, we would get any different result other than the Iranian regime continuing to obfuscate and cheat and not provide 100% transparency on their program. You're absolutely right. And it comes to the next point, which I wanted to refer to. If you remember, after the agreement in 2015, the JPCOA,

Immediately, the Iranians started breaching this agreement. They were supposed to remove three and a half pounds of low-enriching uranium out of Iran. They didn't do it. They had to supply all the documentary regarding their military nuclear program to the Iranians.

IAEA, they didn't do it and the Mossad had stolen their icon, which reflected how much they were actually lying and cheating. And of course, we are talking about all other hanky-panky games they have played with the inspectors of the IAEA. I can tell you from here to eternity stories and how they are trying to deceive and lie. And so I don't believe and I don't trust them at all.

The negotiation is one part, but I think the only way to stop the Iranian from trying to recover and reach uranium or their ballistic missiles is a change of the regime. There is no other alternative but a change of the regime. This is an ideological

jihadist regime that is dedicated to the eradication of the Zionist entity and the West as well. We should simply listen to what they're saying, and they are saying that out loud. So the only way if we want to make sure that this will not happen again is a change of the regime. Now, this is tricky.

Because to change a regime, we've seen a lot of time Israel and America and Afghanistan and Iraq and Israel and Lebanon, when you try to change the regime externally, it's problematic. The change should come from within. But

We could encourage, we can use a lot of, let's say, Mossad tactics in order to facilitate internal inclusion, internal debate. I want to pick up on this topic. I need to take a quick break. And so if you'll stay right where you are, we'll be back with Oded Elam, former deputy head of global operations for Mossad.

right after this break and the situation report. Stick around.

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From around the world, Trey Yinkst. Joining us from Tel Aviv, Israel. To Washington, I'm Mike Emanuel. To your own backyard. If a story impacts you or your wallet, we're on it. It's the Fox News Rundown. We give every story the deeper look it deserves with must-listen interviews and smart analysis from the voices you can trust. Start your day with the Fox News Rundown. Listen and follow now at foxnewsrundown.com or wherever you get your favorite podcasts.

Welcome back to the BDB Situation Report. Joining me once again is Oded Elam. He's the former deputy head of global operations from Assad, a perfect person to have on this show given current situation. Oded, thank you for sticking around. We were talking in the last section at the very end, you mentioned what is often a very touchy, difficult subject, and that's regime change.

Now, based on what you're seeing, and again, based on all the experience that you've had over the years, do you think that that is a possibility or is that just something that is hoped for byproduct that is not going to materialize? I would say one thing for sure. We are not going to see the Syrian amazing collapse of the regime in three days, simply because

There is no real opposition in Iran. We don't have those militias that we have seen in Idlib, in the north, where Erdogan just put a glue on them and...

tied them together and they went, they start driving their Toyota SUV towards Damascus. And in three days we saw the collapse of the regime. That won't happen. We have some militias in Iran. We have some in Kurdistan. We have some, the Mujahideen Halk, which are secular militias. And we have the Baluchis militias.

They are very weak and they don't have the power to overcome this regime. The turnover can be in two ways. First of all, internal coup, either by the military

or the army, which in a way it's adversary to the Republican guards, or within the Republican guards, or within the higher echelon of Iran, assuming that Khamenei no longer possesses the power that he had before. This is one alternative and it's very feasible. And I can just imagine

that there are some sort of contacts between foreign intelligence services and some prominent people within the regime. Okay? And I don't want to elaborate on that. Now, the other option is, of course, something that comes from the internal, from the boiling

a reluctancy of the Iranian people toward the regime. And we have to know the fact, the Persians are only 40% of the Iranian population. We're talking about around 92 million people. They're only 40%. They're Balochist, Turkmenistan, Azeris, whatever. It's not a real

nation in a way that you look at America and you look at Europe or something like that. It's some sort of a rough combination that will gather to

somehow, and it's volatile. It can collapse also and be disintegrated into different nation. Now, I'll give you just an example of what could have happened and what should have happened. About three weeks ago, there was a strike in Iran of...

The strike was because of fuel shortage and it's unbelievable. Iran is the second world's biggest natural gas supplier and so on. It engulfed around 450,000 truck drivers in 155 cities.

They were unstruck and it was a huge challenge to the regime because they had hardly ways to handle it. But they ran out of money and they ran out of money and they went back to work. Now, just imagine if there was some fund, even external fund, that could have

fund this and elevate this strike in order to get more people into it. And maybe like we seen in 2009 during the Obama period and in 2022 with the Amini and the hijab. So they need external support, but the external support cannot replace

the Iranian people, which means we cannot dictate from outside to the Iranian of their faith. They have to take the faith into their own hand, but we can assist it. We can elevate it. We can help that, not just by words of comfort and clapping hands to the bravery of the people, but more into a much more involvement. And we should, I think,

work towards this goal, and it's feasible. Because you have to remember, the regime now, it's in worst position since August 2, 1988, the end of Iraq war. It's weak, it's vulnerable, it penetrated. Instead of panic,

And so, we should just hit with the nail on this war in order to correct it. It will take time. It will not be a month, two months or so and it will take time, but it's possible. It's interesting because I'm old enough to remember the fall of the Shah and I know from my couple of decades with the agency,

that kind of hoping for, anticipating the rise of the Iranian people, right, against the regime, against the mullahs and the IRGC has always been a little bit like the holy grail, right? We've always anticipated it could happen. We've hoped that it could happen. There's been moments, as you pointed out correctly, there's been moments in time, but...

It's always obviously fallen short. So I guess I'm one of those people who's become very cynical over the idea that that may happen. And so I guess my question for you is, at the end of all of this, if we look down the road a month or two from now,

And we have more accurate damage assessments. And right now, there's a Defense Intelligence Agency report that was leaked. I'm sure you've seen it. It was leaked to the press only a matter of a couple of days after the strikes.

And it went out to the press and admittedly, it's imperfect information, it's early intelligence, but none of that mattered because the narrative that got out in the public was, well, these strikes were not as effective as the White House said they were, that they may be as little as a couple of months away from rebuilding their program. So there's that narrative that's floating out there.

And I guess the question is, to you, is do you believe that at this point, if we get a month or two down the road and the assessments are that there was damage, but that they will be able to rebuild in, let's say, a year or so, and the regime hasn't changed, do you look at that and consider it a, I hate to say this, do you look at it and consider it a failure?

Absolutely not. I think we had caused tremendous damage. We inflicted on their missile capabilities, on their status in the environment, in the ecosystem that we are in. They can move. They have no proxy. They have no proxy. The Hezbollah vanished. The Houthis fired two missiles. Even the Iraqi militias didn't join in.

And of course, Syria is gone. And on top of it, look at the stand of the Chinese and the Russians.

They didn't come for help. And the Iranian begged for Russian help, and the Russian simply, they aside. Iran is completely isolated with no actual defense system that can defend Iran. They are vulnerable to external attack and internal attack.

We have changed the course of things dramatically. It doesn't really matter right now if we eliminated the 400 kilos or we did not. It doesn't matter. You have to look at the overall picture where Iran is right now. They've never been in such a situation before.

since the, as I said, since the August, 24th of August, 1988, the end of the Iraq-Iran war. And they are very, very vulnerable and they lost their, I would say, their initiative in the region. Remember, they took upon themselves to spread the Shia

into the Middle East and to the Western world. And remember, the Shia are only 15% of the Muslims, okay? And they become like the big godfather of Islam, and they are not anymore. And this is a major and tremendous change in the region, and I will see the outcome also with the moderate Sunni countries around them.

No, I agree with you 100% of that. I just, I'm...

I'm worried about the narrative, what gets driven out there in the media. I guess you can only worry about that so much because it's, at the end of the day, I suppose it really doesn't matter all that much. But you can already see that there's a narrative that's building about this. But I couldn't agree with you more. The damage over the past year and a half, and still to this day, of the proxy network that they built and trained and funded and resourced,

I'm very glad that you pointed out also the reaction of the Russians and the Chinese, the fact that Iran is probably amazed at their lack of support. I suspect the regional actors in the area, the Saudis and others, have all been privately thinking this is terrific, just finish the job. So I couldn't agree with it more that it's a unique moment.

I guess what hangs out there is what will the Iranian people do with it? I've got a long list of additional questions to throw your way, Oded, but we are unfortunately out of time for today. I do hope that we can get you back on the situation report in the near future because your insight, your experience, very much appreciated here.

I will be more than glad to join you again. I really enjoyed the conversation and hope to be here soon. Well, that was Oded Alam, Mossad's former deputy head of global operations, right here on The Situation Report. Fascinating conversation. I hope you found it fascinating. Listen, coming up next, President Trump didn't start the war, but, well, he certainly helped to end it. We'll look at how a mix of pressure, deterrence, and diplomacy...

Brought what President Trump referred to as the 12-day war to a halt. Stay with us. Power, politics, and the people behind the headlines. I'm Miranda Devine, New York Post columnist and the host of the brand new podcast, Podforce One. Every week, I'll sit down for candid conversations with Washington's most powerful disruptors, lawmakers, newsmakers, and even the president himself.

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After nearly two weeks of war, the fighting between Israel and Iran has come to an end. The ceasefire, brokered by President Trump and his team, officially took hold earlier this week. And while there were a few initial violations, both sides have now stepped back from the brink. The White House applied a mix of military deterrence and diplomatic pressure to bring about the truce, making it clear to both Tehran and Jerusalem that escalation was no longer on the table.

The Trump administration is already framing the outcome as a win for peace through strength with new talks potentially on the horizon.

Joining me now is Stephen Yates. He's a senior research fellow for China and national security policy at the Heritage Foundation. He previously served in the White House as deputy national security advisor to the vice president with a focus on global threats and strategic diplomacy. Stephen, thanks very much for joining us, although we apparently have no global threats and no need for strategic diplomacy, so I don't know what we're going to talk about.

I know. It's a very boring world these days. It is. It really is. I think it was Winston Churchill who said, may we live in interesting times. And we are. Listen, I'm going to start with an unusual question. It's focused on Iran and obviously the U.S. airstrikes. But in the immediate aftermath

We've heard very little. China, what do you make of the Chinese reaction and mindset towards what's happened regarding Iran? Well, my first assumption is that they, like most of the world, including a lot of Americans, did not realize this was actually going to happen. And I think that they were probably thrown a bit when they saw the B-2s going to Guam.

That is getting close to the area they like to operate in. And then all of a sudden, before they really get any other news, some things go boom, boom in Iran from another area. So a little bit of a head fake probably made them spin a bit.

But they also were a little high on their own supply in giving Pakistan some weapons and they thought that the recent skirmish between India and Pakistan saw Pakistan maybe besting some technology the Indians had. And all of a sudden, the world sees that American stealth technology actually works, that we can actually have an operation without leaks.

And I think that probably put a pin in one of the balloons of China is on the rise. Inevitably, the next boss on the block, America's on decline and you better make a deal with the new boss. So I bet they had a big, big, deep breath to contemplate what just happened. Do you think?

Tell me what you think about this. I know it's speculation, but you know me, I love to ask speculative questions. What were the chances that China was tracking those B2s? Well, I think it's 100% that they were trying to, especially once, you know, I was scratching my own head when I was reading that the stealth bombers were spotted in Guam. I said, well, what's the word stealth mean?

Uh, and so, uh, in retrospect, it seems obvious someone wanted him to be seen. So at the very latest, when that move was happening, they had to be trying to watch everything. There's no evidence to me that they did because if they were able to track, I think there's also a hundred percent chance they would have talked to Tehran, uh,

And if there was anything that could be done in that amount of time, I think we would have seen more activity. And very, very clearly, Iran was caught off guard by this. Talk to me, if you could, about the extent, the nature of the relationship between Iran and China and then

Also, in context with China's response in the aftermath of the attacks, are you surprised at their reaction? Which, I mean, to me or to anybody who's not an expert on China, we look at it and go, that's pretty hands off from their perspective. Yeah.

Well, yeah, because they have been giving a political narrative out to the world that together with Moscow and Tehran and maybe Pyongyang and a few others, they were trying to create this alternative universe that was going to be multipolar and balance against the bad Americans. And they were going to have their own currency be a reserve currency, all this pie in the sky stuff about what they were going to do in the world. And so if you believe that narrative, and there's some...

truth to their trying to at least stoke those ideas, then this does look like a conspicuous pulling back from someone who's supposed to be an ally getting walloped and you're like, whoa, I

You're on your own. I don't really know who you are. But Iran's response by threatening to shut off the Straits of Hormuz, that was definite no-go zone for China because they are still very dependent on a lot of energy from the Gulf, not just buying a lot of Iranian oil, which they have done.

but from other sources too. And so, my guess is that they were conveying that privately to Tehran and I think that they did have a national interest in there not being a wider conflict because it would have a material impact on their economic forecast. They can't be the manufacturing supply platform for the world without that dose of natural gas and oil from the Gulf. That's really interesting because I mean, you know, typically,

It's always seemed that the Chinese regime has been giddy anytime the U.S. gets mired in some sort of overseas conflict. It distracts the U.S. It uses up resources. But your point is very interesting in that on this occasion, you know, again, if you go with the theory that the regime, the Chinese regime always acts in its own best interest, they looked at it and said, well, it's not in our best interest if this thing escalates.

Yeah. Well, and I think they'll still play some politics, but basically they are a chaser, not a maker in this. What do you mean by that? So they're not driving events. They're chasing events. And so when this breaks out, number one, Israel proves capable to do nearly miraculous things to the Iranians. That has to freak the Chinese out because Israel is not a major power.

Israel's not one of these poles in this balancing act that they thought they were going to try to come out on top with this multipolar world. And, you know, of course, if Israel has advanced technology, they have been fighting. They know how to fight. They also know how to do real intelligence. I think stunningly effective intelligence in the way these things played out.

And all of that, I think, has to freak China out because if you look at what the Ukrainians were able to do with drones deep into Russia and then you look what the Israelis were able to do deep into Iran, not just with drones, but human intelligence placing people in vital positions, they had basically Tehran's complete playbook.

And they were striking with unbelievable precision where there's just a burnt black hole in one flat in one building killing one top military advisor. That's the kind of stuff that creeps the Chinese out that someone could do to them at some point.

Yeah, I'm sorry for interrupting, Steve. You would have to imagine that it's exactly what the Chinese regime has been doing in regards to Taiwan, right? Placing assets, you know, identifying collaborators, gathering intelligence. So, I mean, it would almost have to be a vindication of what you would assume to be their actions on the island of Taiwan over the past many years.

Well, I agree, unless we were on the receiving end of what do they really know, where are they really placed in Taiwan, and if they look at what Israel was able to do and then they look at where their placements are...

Do they really have the full playbook? Are they really reading everything that America or others have been doing with Taiwan? Do they? And it could be. We don't we don't really get to know. This is this is the world of spin or analysis or whatever, whatever it is that we do, Mike. But

They probably are realizing that they don't have this good of a dial in on what Taiwan can and would do. And maybe Taiwan has some things tucked away that are not as easy for them to get to as, you know, like the Israelis hitting the flat of somebody that really would call the shots. Maybe they've got redundancy in their system that Tehran did not have.

Yeah, no, I take your point there. I want to pick up on that though in just a minute. Steve, if you'll stay right where you are, as you know, we do have terrific sponsors. We do need to take a break now and then for them. So stay where you are and we'll be right back with more from Steven Yates here on The Situation Report. Stick around. Hi, this is Joe from Vanta. In today's digital world, compliance regulations are changing constantly and earning customer trust has never mattered more.

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Hey, it's Sean Spicer from the Sean Spicer Show podcast, reminding you to tune into my show every day to get your daily dose inside the world of politics. President Trump and his team are shaking up Washington like never before, and we're here to cover it from all sides.

especially on the topics the mainstream media won't. So if you're a political junkie on a late lunch or getting ready for the drive home, new episodes of the Sean Spicer Show podcast drop at 2 p.m. East Coast every day. Make sure you tune in. You can find us at Apple Podcasts, Spotify or wherever you get your podcast. Welcome back to the Situation Report.

Joining me once again is good friend of the show, Steve Yates of the Heritage Foundation. Steve, we're talking about China's reaction, their relationship with Iran, their reaction to the aftermath of the U.S. airstrikes in Iran. And I want to take a little bit of a left turn here. Coming up at the beginning of July will be an important BRICS Nations summit.

And two of the attendees at that summit will be China and Iran. Obviously, Russia will be there as well and others. How interesting is that summit going to be? And what do you expect to see as results from that series of meetings? Well, from some of the speculation that's out there in the press, it may be the case that China does not attend at the leader level.

And that would be very interesting. It sort of falls into what you were looking at generally about China's reaction after this conflict. And there's some stuff going on with Beijing where

Xi Jinping has not been going out in public as much. It's leading to a lot of people to wonder about his health. Of course, he was able to take a phone call or make a phone call with President Trump to talk trade or other things not that long ago. And we get a proof of life with a visiting dignitary here or there. But

I'm getting indications he might not go to that gathering. And so it does kind of, again, put a pin in that balloon of what is this alternative gathering? Does it have momentum? Is it on the rise or was it really for show and politics?

And with Iran's situation really complicating things, maybe China doesn't want to be in a room where one of these things is not like the others, at least in their estimation. They're a big deal. And the rest of these guys, what are they? I mean, after all, I mean, Iran seems to have been crippled for now very quickly. And so what does that mean for the rest of this group and China?

Russia, yeah, best friends were here for the party, for kicking the crap out of Ukraine for whoever, however long. But really, Russia, with an overwhelming military advantage on paper, should have made fast work of this. And this is dragging on. It's tragic for Ukrainians. It's probably tragic for some of Russia. But it's taking longer. So all of a sudden, this collection doesn't look like it's the winning team. Yeah.

And China, I don't know that it wants to be associated with that brand as much. But at least for now, I really doubt that Xi Jinping is going to be there. And I think it's going to be a little bit less of a blip in the media cycle and other things about what this group is really about. Yeah, it's like the celebrity's

don't show up at your party and you get like the C and the D listers. Now, I'm glad you brought up Russia. You know, we were talking about, you know, the Chinese reaction to this. And I think, you know,

sort of in a more direct manner, the Russian reaction to what's happened with Iran has been absolutely fascinating. The foreign minister, Abbas Saraghi from Iran, you know, went basically hat in hand with a letter from the supreme leader, Khamenei, to Moscow. And you would have to imagine what they were saying is, hey, you know, what's up? I thought we were best friends.

I was fascinated, maybe even a little surprised too, that Putin's quick quip was,

Well, there's a lot of Jewish people in Russia and there's a lot of Russian Jews in Israel. And that has to weigh on what we do. I'm like, man, what's the demographics of Ukraine? I don't know. Maybe there's some people there you've hit around too, but that's a whole other topic. But it was an indirect way of saying what China and others were doing, which was,

okay, you got yourself into this and I don't think I want to be a part of it. And when it comes to sanctions, energy, they'll probably try to help replenish some of the supply chain. Depending on what is left of these programs and capabilities, they might play around with helping reconstitute some of the capabilities that were lost.

in these attacks so i don't think they're going to leave them forever but it was very conspicuous it's almost like the kid on the playground you're there with all your pals you get punched in the face and all of a sudden there's this conspicuous distance and they're looking the other way yeah yeah i know it's it was interesting when putin was asked about you know the level of support that they had been offering to the iranians you know his initial reaction uh

aside from mentioning the number of Russian Jews in Israel, was also to say, well, look, we've been, you know, vocal. We've made comments of support for Iran. And they go, oh, good. So that is a fascinating part. How, let me shift again a different direction here. Steve, how important has it been to China to recognize

in a sense, sit with a bag of popcorn over the past while and watch not just the Russian war in Ukraine in terms of an education, but also to see what's been happening with Iran here lately, and in particular, the US airstrikes. How important is it for them if you have in the back of your mind what they're thinking about regarding Taiwan?

Well, it all comes down to whether and how much rationality really resides in Xi Jinping's head and whether he alone or with whatever collection is around him is truly in charge and there's little anyone else can do about it. But if there are rational people in Beijing and at the top of their military, they would be looking at some of these events and saying, you know what, we had some questions about

maybe Donald Trump personally, about the United States generally. What risks would they be willing to take? Would they be willing to strike in a time of crisis? Would they stand by an ally or a partner? I mean, Taiwan is technically, legally not an ally, but the Taiwan Relations Act puts it in a category unto itself that seems like an ally. And so if you kind of take the

the Iran situation and move it over to East Asia, we'll say China tries to do something to Taiwan. It then crosses the line with Japanese territorial waters or airspace. We have a US treaty ally involved.

The treaty ally is demanding action. If we look at Israel, the United States did stand up with Israel. So in two ways, Donald Trump made clear one of his national security philosophies. One was,

He wants peace and he will speak loudly and consistently sit down and negotiate and stop the killing. And the other hand, when one party in his estimation needs to get hit and it's going to get hit by our ally, he's going to let that ally do it if he's been frustrated that you're not negotiating peace.

And we had concerns about what Iran's air defense capabilities might be. We had concerns about where exactly was their nuclear program. We didn't know exactly what they might do in response and what our exposure might be. We have bases that are not very far from Iran. And he was still willing to strike with stealth at distance effectively.

And so if you're if you're a top of the PLA, you'd say, well, shoot, that means it doesn't really matter whether the United States is close. It doesn't really matter what's going on in this part of the world if we're not negotiating, as the president is saying, and he's getting frustrated and our treaty allies are saying they're they're going to have to take things into their own hands.

This is a very different narrative and calculus than they've been playing with of a weary, depleted America. Taiwan and others are far away. We're close in right here. And I think with drones and other kinds of technologies kind of leading a new revolutionary military affairs,

I just don't think that the brand new aircraft carriers that they've been trying to trot out and the other kinds of vessels. I mean, these are things that would be pretty quick work in a real conflict because they're not hiding from anything. And so that's where I come down on if.

It's sort of like the sting song if the Russians love their children too. If there's rationality in Beijing, what they just saw should make this 2027 talk really fizzle a little bit and say, yeah, maybe we should make that trade deal. Maybe we should buy a little bit more time. Maybe this Xi guy isn't the right answer for the 2027 party Congress. But what's your instinct tell you about Xi Jinping? I mean, is he...

Completely in charge? I think he is largely in charge. Complete is probably too much for any Communist Party system in China. Russia sure does seem like it's Putin's game and Putin's game alone. Others would probably know better, but it sure looks like that and smells like that. There's a lot of similarities with China, but there's a little bit more of a collective leadership in China and in past crises.

uh there would be uh sort of a group of people that would decide uh are we sticking with this leader are we going to shift gears and anyone is expendable so it all comes down to does it play that way uh and when i look at she he's picked a lot of fights that he didn't need to pick

And there's been forks in the road between escalation and accommodation to buy time or make a deal. And each one in recent years, he's picked the escalation, whether it's Hong Kong, some of the wolf warrior weirdness of aggression, even sending military capabilities out to the Pacific side of Australia to freak people out.

There's just so many things where he's chosen the fight. And that makes me worry that he's not completely irrational. And that's why I think people of Taiwan and our allies closest to this have to live every day preparing, mitigating and deterring. And that's the healthy part of the conversation that the new administration has kicked in, whether people like it or not, when someone says you need to be

paying more, doing more, that pressure might not be welcome. The number might not make a lot of sense to them, but the direction is correct.

Well, no, that's a very good point. I think that's borne out with the NATO summit that's been taking place this week and their decision to up the spend for each NATO member. And they did say China and Russia, right? They did highlight both of those as the reasons that the military buildup in China was highlighted.

as a reason for increasing spending up to 5% for each member. Steve, listen, thank you as always. Really, really appreciate that. There's a lot more we could cover, but obviously we've, well, we've run, maybe it's not obvious, but we have run out of time. Thank you for watching, Mike. Take good care.

Excellent, man. Thanks very much. Steve Yates from the Heritage Foundation. Well, that's all the time we have for this week's PDB Situation Report. Look, if you have any questions or comments or humorous anecdotes, or maybe you got a limerick you want to share with us, just reach out to me at PDB.

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