403. Trump's Gulf Billions: Saudi, Sanctions, and Ceasefires

13 May 2025 · 51 min

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Podcast Summary: The Rest Is Politics - Episode 403: Trump's Gulf Billions: Saudi, Sanctions, and Ceasefires

Hosts: Alastair Campbell and Rory Stewart Date: [Episode Release Date] Episode Overview: This episode delves into the geopolitical implications of Donald Trump's recent visit to the Gulf, touching on topics such as international ceasefires, the ongoing situation in Gaza, and the fate of Ukraine amidst shifting alliances.

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Key Themes and Discussions

  1. Trump's Gulf Visit
  2. Significance of the Visit:
  3. Trump’s first visit to the Gulf during his presidency emphasizes the intertwining of business, politics, and international relations.
  4. Highlights a $400 million gift from Qatar, which raises concerns about conflicts of interest.
  • Geopolitical Context:
  • Trump's interactions are critically analyzed against the backdrop of three major conflicts involving nuclear powers: Israel vs. Gaza, Russia vs. Ukraine, and India vs. Pakistan.
  • Each conflict reflects different forms of nationalism and will require tailored solutions.
  1. Conflicts and Ceasefires
  2. Israel vs. Gaza:
  3. The humanitarian crisis in Gaza is exacerbated by starvation, with accusations of starvation being used as a weapon of war.
  4. Discussions around the lack of international intervention and the moral responsibilities of world powers, particularly the US, are brought to light.
  • India vs. Pakistan:
  • A ceasefire is in place after escalated military actions. Both sides claim victory, but the potential for renewed conflict remains high.
  • The role of populism in fueling nationalism in both countries is noted.
  • Ukraine Crisis:
  • The ongoing conflict in Ukraine is shifting as Trump’s administration begins to hint at negotiations and ceasefire possibilities.
  • The episode explores the implications of US military support and the unpredictability of Trump's foreign policy.
  1. Populism as a Driving Force
  2. The hosts argue that populism contributes to a confrontational approach in national leadership, making compromise less appealing to leaders who rely on nationalist sentiments.
  • The conversation includes how Trump’s style may influence geopolitical dynamics, potentially creating instability but also opening avenues for unexpected peace efforts.
  1. International Relations Dynamics
  2. Saudi Arabia and Iran:
  3. The changing dynamics of Middle Eastern politics as the Saudis appear to be distancing from Israel and engaging more with Iran is discussed.
  4. Trump's shifting stance towards various Middle Eastern powers is critiqued as he navigates complex alliances.
  • Turkey's Role:
  • Turkey’s involvement in negotiations regarding Ukraine and its relations with Iran and Saudi Arabia are highlighted as crucial developments.
  1. Critique of Media and International Response
  2. The hosts express frustration with how the international community, including major media outlets, responds to humanitarian crises.
  3. They emphasize the need for a more robust and compassionate international response to issues like starvation in Gaza.

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Key Takeaways

  • Trump's Influence: The episode provides insights into how Trump's visit to the Gulf could reshape alliances and influence significant global conflicts.
  • Humanitarian Issues: The dire humanitarian situation in Gaza underscores the moral complexities of modern geopolitics and the responsibilities of world powers.
  • Populism's Role: The rise of populism is identified as a catalyst for increased nationalism and conflict, challenging traditional diplomatic efforts.
  • Media Critique: The hosts highlight the need for more critical media engagement with international crises to foster accountability and action.

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Conclusion The episode encapsulates the intricate web of international relations influenced by Trump's foreign policy and the rise of populism, emphasizing the urgent need for humanitarian intervention in areas like Gaza, while navigating the complexities of conflicts in Ukraine and South Asia. The hosts call for a more engaged and responsible international community to address these pressing global issues.

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Transcript

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1:29Welcome to the rest of the politics of media, Alistair Campbell. And with me, Rory's shared. And before we get going, Rory, we have some exciting news. We are going on tour. Again, very exciting. Yep, we're on our way to Glasgow, Manchester, Bournemouth London for a brand new run of the rest of this politics live. And I think it's fair to say last year we were somewhat taken aback by the interest, by the numbers that turned out. So hopefully we have the same this year. Really exciting. And obviously highlight last year. O2 was very, very strange and extraordinary. But strange as moment was you getting somebody shout out more as you went through one of the little slides on the tax take.

2:10If you remember of the rest of politics plus, you can get early access to tickets with our pre -sales starting this morning. When's it affordable, neither May, from 10am UK time? And our previous tour dates sold out incredibly quickly. So if you want the best chances securing tickets, become a member of the rest of politics plus, the rest of politics .com. You'll receive all the details in your welcome email. And you'll also get access to an interview we've done recently with Ken Rogoff, very interesting American economist, fascinating on USA China. So that's all in there as well. Remaining tickets will be released in the general sale on Friday 16th of May 10am UK.

2:45And we hope to see as many of you there in November as possible. Right then, Alistair, let's get on with today's show. Okay, well look, when I started the week, I thought we would kick off possibly with the UK and immigration. But I think we should do that in question time. Not least because we've had lots of questions on it. I think we should focus the whole episode today on foreign affairs, foreign policy, but starting with Trump in the Gulf. Because there is so much going on that kind of relates to that visit. Lots of talk of different ceasefires, business deals, who's in and out in geopolitics.

3:13So let's stick with Trump. And I think one of the things you said to me over the weekend, which I struck is that it is partly this week a story of three conflicts and three potential peace deals, all of them involving nuclear arms states. So Israel's got a nuclear weapon and it's conflict with Gaza, Russia, obviously got a nuclear weapon. It's conflict with Ukraine and India and Pakistan both with nuclear weapons were the conflicts over Kashmir. And as I thought about it over the weekend and we can get into this in more detail, I was really struck by two things. One is how each type of conflict comes from a very different type of nationalism and would have to have a very different type of solution.

3:50And the second thing is how much all of them are a product of populism and a new world of populism which drives this kind of conflict more than it probably would have done in the past. But anyway, back to you first on the Trump visit, which is a maybe a way of bringing it down to work. Yeah, so he's just landed. We are speaking on Tuesday morning. He's just arrived in Riyadh. Both of his terms now, his first visit has been to the Gulf, not to Europe, not to Latin America, not to China, but to the Gulf. And I think we're going to hear a lot about business. And I think there's a very interesting story developing, which I think could become a problem for them.

4:23It's focusing around this plane, the gift from the Qataris to Trump. But actually it's the interlinking of political, personal and professional commercial interests. You taught last week about that. Well, a couple of Trump boys being out there sort of seeding the ground. Yeah, this is an amazing gift. So the idea is basically it's a sort of Air Force one plane with the most unbelievable amount of electronic equipment, which costs $400 million. Of course, everyone terrified that actually the plane's going to be potentially full of stuff that could spy on the American president. He's moving around a people of calculated, it takes three years to do all the tests to remove all the equipment that could be dodgy and probably cost more than the cost of the plane.

5:02And a couple of things in that. I mean, straight after inauguration, he said, I'm thinking of making my first visit to the Gulf. It depends how much they pay. You know, last time they gave $400 billion. So I'm thinking maybe this time $500 billion. And I'll make my first visit to Saudi Arabia. And sure enough, Saudi Arabia has offered investment of much more than that. UAE's offered over 10 years, over a trillion and Qatar has offered this amazing $400 million plane, which we're told Trump apparently is intending to use while he's present. And then he's intending to give it to his presidential library.

5:33And that I think every library needs a plane. Absolutely. Because the library has to fly all over the world. Exactly. It's pretty not sitting there with the bookshelves because they're not sure there's going to be much on the shelves. I think he's going to be using it, isn't he? I can remember Jimmy Carter, when he was president of America, having to give up his peanut farm, because people were so worried about the potential for a conflict of interest. I think I write about it. He gave up his farm. This is a level of, I mean, how is it anything but corrupt? And the fact that yesterday he got challenged on it by, I think it was somebody from ABC who immediately condemned us fake news and all that stuff.

6:11But we're talking about, this is more than a gift. I mean, I've been with prime ministers and presidents when you exchange your gifts. And it's usually some sort of antique thing. You know, I'm allowed to keep because the value is over a thousand pounds. Yeah, or a watch, isn't it? Exactly. Well, I remember Joss Brown when he gave us a horse and we didn't quite know what to do with that one. But a plane, this thing's called a flag palace. So there's that. There's a business of the horse. I mean, the horse is literally the worst possible gift. And if anybody's thinking of bribing world leaders, golf leaders often give horses.

6:40And the problem is, if you're really serious about accepting the gift, you've got to move the horse over to the United Kingdom. Then you've got to have a stable for it. You've got to feed it. It's a really expensive. You can't allow it. You're allowed to keep it as your, if it's a race horse, you can't race it. And this is the, it's actually basically, this is what the Burmese story of the White Elephantist, which is that it's actually so expensive looking after the White Elephant that you've been given, you bankrupt the whole kingdom. What did you do with Joss Brown's horse before we get that to the I honestly can't remember.

7:05I can't remember. You didn't kill it. You didn't kill it. You didn't kill it. You were just an idiot. You were just stored in the foreign office. No, we didn't kill it. I think we must have given it a stable somewhere. Somebody worked out that this plane, if you remember the fuss of Kierstarr and his freebies, this plane would pay him. I think it was like 21 million pairs of the spateacles that he got grief for. Anyway, let's go to the, the serious start. I'll tell you, there's one thing that immediately comes to mind and this sort of relates to to Gaza as well. You get the feeling that Trump and Wicoff, his special envoy, are losing faith in Netanyahu.

7:37It's really interesting that the series is going to Saudi, he's going to Qatar, and he's going to the UAE. Israel is not that far away. He's not going to Israel. The Wicoff, it seems, has been the one who's been directly dealing with Hamas to get this hostage out. The last American nationality hostage he was released yesterday, not involving the Israelis. The other thing that's fascinating, this dropped out in Trump's bilateral with Mark Carni, the Canadian Prime Minister, when he suddenly announced, we're stopping bombing the Houthis in Yemen. Because the Carni thing was quite a big news of itself, it sort of went under the radar.

8:10But when you drill down into the detail of that, again, I think it's a bit of a hit on Israel because essentially the deal they've done with the Houthis is that the Houthis have they say they will still be targeting Israeli -linked ships. So this feels to me like there's a bit of a move against Netanyahu, and the Americans taking this over on their own terms. Yeah, I think there's a number of them, isn't there? So as you say, the US negotiated directly with Houthis without Israel. They've been negotiating directly with Hamas without Israel. He's been praising Erdogan, he's starting talks with Iran when Netanyahu has actually been pushing for strikes against Iran.

8:56He's talking about lifting sanctions on Syria when Israel is very, very clear they do not want sanctions lifted on Syria. And he's talking about a strategic defense partnership with the Saudis, which again was only supposed to happen once they've normalized relationships with Israel. So I think you're absolutely right. There's a sense that Trump and Whitcoff are no longer prioritizing Netanyahu's concerns but but but but but but. That is still quite a long way from them pushing ahead with a peace deal with Gaza. And there there's been some very, very interesting things. I mean, again, it's probably Trump just trying to create headlines, but he made a statement about considering recognizing Palestine as a state.

9:41There's a lot of ifs and butts there. Number one, extremely unlikely he would ever do it. I mean, that is very, very aggressive from Netanyahu's point of view. Secondly, he hasn't really described what he's, I mean, if what he's saying is at the end of a peace deal when the Palestinians have done all the right things, we will eventually recognize the Palestinian state. Then that's no different ready for more people to talk about Gaza. But if in the very strange situation and it is important to understand Trump is pretty unpredictable and peculiar to be seen with the terrorists, he actually were to announce the recognition of the state of Palestine.

10:15That would be a very, very major issue for Israel because in particular, it would mean that the settlements would become very, very difficult going forward. Every future settlement would be happening in a Palestinian state against the explicit interests of the United States. And Israel is so dependent on the US. 69 % of its arms and ports, for example, comes in the US, but it's much more than that. Really, the entire project of Israel, the entire project of settlements would have been unimaginable without American support. And therefore, there's a real limit to what Netanyahu can do to challenge Trump, not least because the Democratic Party, particularly younger members of the Democratic Party, turning very strongly against the Israeli position, he needs Trump.

10:56The other thing, again, yesterday, he literally just dropped it out when talking about something else. Because of this style he has of sort of, you know, we've compared it to reality TV show where he's the camp and we'll see this over the next four days in this gold visit. The cameras will be on him all the time. He will be throwing out all sorts of, you know, angles and distractions and you could try and keep your focus on the big picture. But it was in one of these pool sprays where I think he was talking about something to do with health. And he suddenly talked about lifting sanctions on Syria.

11:27When we interviewed Al -Sharah, the president of Syria, he was very clear with us that, you know, that was the big goal, getting America to lift sanctions on Syria was the big goal. And there's now even talk, there was an American congressman who, a Republican congressman who visited Syria last week, who met Al -Sharah, who met lots of the big players, and who did an interview with the Jerusalem Post, he wasn't, you know, he's going right into the heart of the debate. And saying, we need to take a risk on this guy. Now, you and I got flak and still get flak just for talking to the guy. Okay. If you're the president of America and you suddenly decide, yeah, we are going to take a risk on this guy.

12:05And suddenly sanctions get lifted on Syria. I mean, again, how does that go down with BB and crew? Just remind people, the issue here, of course, is that Al -Sharah was the head of Al -Qaeda, Syria. And before that, it had been part of Al -Qaeda, Iraq. And from the point of view of Israel, he is seen as a dangerous terrorist taking over a country. Next time, Israel has been conducting lots of bombing campaigns. It's seized territory and it's supporting the droves and it seems to be trying to essentially weaken and balkanize the country and making it clear that they need to get rid of Al -Sharah.

12:43And they've been putting a lot of pressure on the State Department, particularly on market Rubio and some of these system sectaries under him, not to lift those sanctions and Mike Wolts, who was the National Security Advisor, seemed to be pretty much on that side. Let's hold a hard line on this. And to continue to sort of play devil's advocate, one of the things that's happened since we talked to Al -Sharah is firstly, the atrocities connected with the Al -Awaite communities where there were attacks by the Al -Awaites against the government and then government militia attacked Al -Awaite villages and killed a lot of people.

13:15That was one series of issues. A bigger set of issues is that we talked to him a lot about the Constitution changing power and it's becoming increasingly clear, I think, that he's holding off really pushing ahead with elections or thinking about democracy. And most disturbingly of all, he has brought in foreign fighters into quite senior positions, including an Uzbek al -Qaeda activist who he's put in effectively as a minister. So you can see why the concerns are not just from Israel, they're also coming from more liberal voices. They tried in Damascus, for example, I had a friend in Damascus yesterday who was complaining that they'd just been on a bus where militias had tried to make the men sit at the front and the women at the back so the men can look at the women and there'd been actually basically a protest by the Damasins and it hadn't happened.

14:06All that's happening in the background. But it's very interesting, as you say, that Trump, and this is, I think, the final part of the story, why is he then doing it? Well, he's doing it because he's clear he doesn't want to put any money up and because the Saudis have made it very clear they want sanctions lifted, the Catries have said they want sanctions lifted and the Turks have said they want sanctions lifted and all three countries have said that if he lifts sanctions they will basically pay for stuff. Can't have a pay for some servants. And they've already had permission to start paying some to civil servants.

14:38So the Republican Congressman, his name is Marlon Stutzman from Indiana and I got the feeling, I don't know this guy and I don't know whether he's close to the Magalot or not. But it was very interesting that he was, because we talk a lot about how you kind of have to flatter Trump to get his attention, to get his ear and he's set this meeting with Al -Shara in the context of Al -Shara's willingness to sign up to the Abraham Accords, which is all about normalization of relations with Israel. And when you think about what their historical, traditional view of Israel is, I thought that was very, very interesting.

15:11So this stuff is moving and you mentioned the Turks there. The Turks who have now seemed to resolve this long standing decades along fight with the breakaway Kurdish party, PKK. Yesterday when they were announcing it there was the Turkish Foreign Minister and who was standing alongside him, our friend the Syrian Foreign Minister who helped get the interview with Al -Shara. So what you're seeing are these moving parts into the middle of which flies Donald Trump with, as you say, nobody quite sure what he's going to do and how he's going to do it. This is a very, very, very important week for all of these relationships and right now could change, but right now it feels to me like the Israelis will be feeling unhappy and vulnerable.

15:57The Saudis will be feeling very strong and very powerful, detour the Qataris, detour the Emirates and the Turks and the Syrians. And we have to watch Iran. I mean one of the central things that may come out of this visit to Gulf and again the White House keeps throwing out different messages. I suspect it's unlikely to be a major resolution of Gaza. It's certainly going to include statements about new relationships with Saudi on defense and AI. In fact, he's bringing with him a loss of the sort of central villains. I think Elon Musk is on the plane. Zuckerberg, Samolman are all turning up. But Iran is going to be very important.

16:36And the Iran story is again very, very interesting because traditionally when people try to understand why UAE had become close to Israel, why Saudi was considering becoming close to Israel. The story was that they were relying on Israel to work with them against Iran. Iran was their common enemy. And the high point of that was about sort of 2015 when the world recorded conversations from a UAE minister apparently calling for the US to bomb Iran. Fast forward 10 years, they seem to be much less worried about Iran. Partly because Iran has been revealed to be weaker than it was. Partly because they no longer think that the fundamental threat posed by Iran would be against them.

17:21They don't think Iran is likely to drop a nuclear bomb on Riyadh. They think they're more likely to drop it if anywhere on Israel. And also because Mohammed bin Salman seems to have totally changed his view from a much more confrontational attitude towards China, these broker deals with Iran. And so I think it's going to be interesting to watch. And it's also going to be particularly interesting to watch UAE, which was a bit of an outlier and a little bit more skeptical about Iran. Will they come together if Trump pushes ahead with the deal? This morning the head of UNRA, which has been declared to the PNG by Israel, but the head of UNRA, has come out and essentially said that the Israelis are using starvation as a weapon of war.

18:03And of course the Israelis are dismissing it, but there was some, I don't know if very much of the news you watched last night. There was some unbelievable footage on ITV and Channel 4 that I saw. I mentioned last week that the girl who was looking at pictures of herself when she was healthy, but there were, they were in a hospital with these babies that were, you know, using kids like this in Africa where their eyes are popping out, the ribs are coming out through the skin. It was absolutely horrific. I still can't for the life of me understand why it's not being called out more than it is, including by our own government and by the American government and by the French and by the Germans.

18:39I mean it is, it's just gone beyond anything that I think we every imagined was going to happen with the international community not getting stuck in and really trying to resolve it. Interesting things happening in the British Parliament and some of my former conservative colleagues. I saw that more on the race in fact kind of Brexit, those who conservative colleagues coming out now, very strongly critical of Israel. And I saw my Appritzschard and Nicholas Soames and others saying recognise the state of Palestine and I've got it wrong and all that stuff. I mean Nicholas Soames I think has always been wrong in that side, but Pritchhub was more of a surprise and there have been other MPs what's helping me from the Tory party saying we want you to speak out more about this.

19:15So there's clearly a movement within the conservative party which is interesting. On what's happening just to remind people effectively now for over two months there has been a blockade on food going in. And medication. And Smotch Rich, who was of course on the far right in Etnais coalition is calling for a permanent occupation of Gaza. The current plan seems to be not quite a permanent occupation, but it is that Israel will mobilize four to five divisions, involves calling up 70 ,000 people, put them back into Gaza. Effectively segment Gaza into at least three different sections, try to move the population to new, white area settlements in the south, so sort of I don't know, new tentative settlements in the south and then contract with the US military contractor to bring in supplies.

20:03They're talking about bringing 60 trucks a day. That's about a tenth of what you would need. And it's really mad because the UN has systems in place, which it's been running has an enormous amount of experience about how to deliver that aid. The idea of trying to bring in a tenth of the amount was completely untested people while moving two million people at the same time is an absolute recipe for disaster. And the problem unfortunately seems to be that although as we've said Trump seems to lost interest in Etnais, he's not really stopping him from doing it. And I don't think there's any sign that he's actually going to do anything to intervene.

20:43He's not going to impose sanctions on Etnais. No, he's going to hear a lot about Gaza though and these meetings that he has in course, you know, the Saudis, the Qataris and you are coming in from different perspectives. They all frankly don't want the whole region to be beset by conflict and they don't want to be picking up the tab the whole time. And they don't want the Palestinians leaving them. And the one thing people don't talk about is that none of these countries want more Palestinians in their country. They're all of the media and this is incredibly important. I know it's hard and sometimes I'm a bit maybe a bit too critical because it's very, very hard to get in there.

21:13I'm assuming that the footage that I saw last night was I don't know whether it was people on the ground or is stuff that was filmed by the people there. I don't know. But I do think there is a we fell victim to this, I think. We were very much trying to be fair to both sides on the one hand or the other hand. And I think that one of the narratives that the Israeli propaganda machine has been very effective at pushing, particularly on people who maybe haven't followed this closely over the years, is that this whole thing kind of started October 7th, whereas actually what we see more and more of, particularly from the Ben Gavir and Spotridge and we talked about the Louis Thru documentary on the settlers, is that in a way that they seize this opportunity horrible though it to drive this agenda of annexation and essentially to wipe out the Palestinian occupied territories which in the interview the settlers wouldn't even call Palestinian occupied territories.

22:05And you know, there's a documentary that's been made by an independent basement productions who make very, very good films. They've spent months and months documenting the death of doctors, medics, nurses, etc, working garser and the sort of systematic destruction of healthcare facilities. And the BBC has been sitting on it now for months and every week coming up with different reasons why they can't show it. Trying to relate it to the film where, remember there was a documentary before and one of the kids that was featured it turned out that the dad was a senior member of Hamas. Because of that, sitting on this when all the fact checking's been done and I do think there's there is this sort of double standard here and I'm only mentioning the BBC because it happens to be sitting there but I think you then look at the way that America, America, some of the American media covers this.

22:57So I think if when you see those pictures of those kids and that again there was Fritches last night of these young kids screaming, holding these pots, four guys stirring what looked like rice or something in these in these pots and these kids screaming to get near them and then food flying. It was actually the report to use the word feeding frenzy and it's the first time I've ever fully understood what that means. They were in a frenzy because they could see food there. So then you see stuff like UK lawyers for Israel which is as it says on the tin, these are British based lawyers who essentially support Israel and they've made there rather astonishing claim that the blockade might be good for the people of garser because the garsers had a bit of a obesity problem and also that it might even lead to greater fitness which will help life expectancy.

23:46There are no cigarettes going through for example. I mean, they're sick. That is sick. I'm sorry, I don't know whether they've apologise but they should. So there's Trump there. Let's hope he does get the message that actually he does have a responsibility for some of this going on. I don't think he'll feel the responsibility but I think equally the Saudis, the Catris and UAE will make it very clear that they are not going to pay for the reconstruction of garser under the current situation that they're not into the idea of somehow funding it if it's under a partially Israeli occupation. Should we take a quick break though maybe after the break come back and expand this conversation to talk also about Ukraine and Kashmir and how Trump plays into that and how populism and conflict play into those things.

24:29Cool.

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26:41Welcome back to the rest of this politics with me Rory Stewart. I was thinking if it's not too pretentious that it's worth comparing these three conflicts and the three potential pieces. And what struck me is that they are conflicts about quite different types of things and particularly different types of nationalism. So Russia is really about Putin with us 18th century kind of almost imperial fantasy which isn't particularly ethnic. I mean there are a lot of different people. It's about hegemony influence. Israel is instead feels much more sort of late 19th century, early 20th century nationalism which is all about blood and soil.

27:25This is our land, this is our people, this is our ethnicity here. And Kashmir is fundamentally about partition. It's about where a border is placed and about these two different countries Pakistan based on Islam, India and as she conceived as a secular multi -confessional country. And that means that the solutions are quite different in each case, right? In the case of Ukraine you could almost imagine a sort of land deal where Putin gets a bit of land but he would want influence over Ukraine. In Kashmir you might imagine something to do with making the border more porous, you know maybe in more like a good Friday agreement or more trade going back to the cross border.

28:03Israel palestine on the other hand is so existential because this is sacred land for two different people living in the same place. And my gut instinct is that that's the least likely one that Trump's going to want to get involved in because as soon as you get away from a real estate developer dealing with land deals to really complicated questions of identity, religion, shared land, you've lost Trump's attention and touch. Okay, let's go through one by one. So ceasefire was the word that was kicking around everywhere last week. India, Pakistan. Trump was straight out of the traps taking credit.

28:40I watched a lot of NDTV. I become a slightly hooked on NDTV because it's... Real minus one NDTV. NDTV is... New Delhi television and it's this sort of very lively 24 hour new station but I watched this very very very long briefing by the Indian military. They were going like hour by hour through the whole story and I have to say Mr. Trump's name did not come up once. There was a hotline. The guy in the head of the military revealed this, he had this hotline to his Pakistani opponent and essentially what's happened is both sides of claimed credit victory in making the other back down. Which is quite a good thing.

29:20Just to remind people who've not been following it day by day, since we recorded last week, we did a sort of almost emergency question time podcast on this. We recorded at a time where there had been the terrorist attack in Kashmir. And India then saying Pakistan was behind those terrorists, responded by attacks driven by planes against terrorist camps killing some people who seemed to have been closely related with terrorist groups. Pakistan then shot down Indian planes, including it seems at least two advanced fighter jets that India bought from France. India then responded with attacks which went straight against the air defense systems in Lahore.

30:00Pakistan then responded with missiles and drones which hit a number of Indian military bases killing a number of Indians at least five Indians were killed in these attacks possibly more. India then responded again with strikes to airfields and again to air defense systems which killed 11 Pakistani soldiers and winded 78. So when we set this up last week, we said this is really going to get out of control. If for the first time unlike the previous times, they actually start killing each other soldiers and targeting child spaces, that happened. And as a result of that happening, I suspect that is possibly what has made them pull back a little bit.

30:39Now what they were saying at this briefing, this guy who in charge of briefing left talent general Rajiv Agay. So the ceasefire had happened, but it was very interesting to watch the body language and the rhetoric. This was all about what they essentially, what they've done in response. And of course they were not attacking civilians and they were doing all the usual sort of caveats that both sides were doing, accusing the other of attacking civilians. But he basically was going through all the things that they might do that they could do that they would do. The other thing was extraordinary. Anytime I've been to Indian Pakistan and particularly if you go to one after the other, it's surprising the extent to which Kashmir, even for people hundreds of miles away from Kashmir, it defines their politics.

31:21And it was interesting at a press conference to see journalists who were starting their questions by saying, may I thank you on behalf of our readers and viewers and listeners for protecting us in the way that you've done. It's very much that sense of national national embedded pride. But they dial down for now, but I think it's still very, very volatile. And then the Pakistanis came and said, we have three dozen countries involved in the negotiations. But I think what's happened, I think what's happened is that the military between them, bearing in mind that essentially, although they've got a civilian prime minister, the leader of Pakistan essentially is the military head, that the military between them with these constant, there seems to be constant communication going on between them.

32:04So they've dialed it out for now. It's fascinating also because Jedi Vance had said it's none of our business. And Trump had said, you know, then Clay, we spent two days doing nothing but deal with it. Yeah. So it is interesting. And it's a reminder of this new world, which is a world where, on the one hand, the populism generates these things in all these three conflicts. Because I think what happens is if you're Netanyahu or you're the Pakistan chief, the army staff or your Modi or definitely if you're Putin, what you've got is this incredibly strong ability to weaponize nationalism. And you've got a sort of support base, a voter base that does not reward you for compromise.

32:45It rewards you for confrontation and attack. And that's building up. And that's why we're seeing these conflicts now happening more frequently. At the same time as the US is retreating. So the US, the UN, all the traditional institutions that brought peace, barely featuring. And of course, the other thing that happened, Rory, and then close to you, follow sport was the cancellation of one of the most important sporting competitions in the world, the IPL. That was massive. For them to, I mean, cricket is an obsession in Indian Pakistan. They've got 280 million paid subscribers to watch the IPL.

33:23370 million spectators. The brand value of this cricket league is $12 billion. And it's not happening at all. Well, because of the ceasefire, I think they've got 16 games left and they're bringing the back, starting this weekend. You mentioned the drones there. Just a quick one on the Houthis. One of the reasons it said, while the Americans felt it was about time, that they stopped the bombing campaign, is because it was becoming so expensive. They'd lost a fighter jet worth 60 million. They'd lost several really, really expensive drones. So we talk about, I think we talk, maybe this is a way into Ukraine, because you've talked before about the way the military, the nature of military conflict is changing.

34:07I think we think about drones as these little things that fly around because we see them, when we're at football match, sometimes you're a drone going above filming you when you're doing documentaries and stuff. We're talking about unbelievably sophisticated and expensive pieces of kit that are now. And the Ukrainians, it seems, are now the best in Europe at manufacturing use of this. There's an amazing bifurcation, because, of course, traditionally, certainly over the last few decades, the defense industry has been dominated by these companies, Raytheon, Northrop Garmron, BAE systems, who produce these unbelievably exquisite, expensive bits of kit, which takes so long to produce that the procurement people have signed a contract for one thing.

34:53And sure enough, as two years ago, and they want to change the specs on that radar or the intelligence equipment, then they have to pay these companies even more. Meanwhile, at the other end, there are these very cheap drones being produced. So, you know, Iran produces drones, and Ukraine has basically been able to produce drones for about $1 ,000 that are able to do a lot of the things that these drones worth millions are able to do. And then when the British Army goes back to these defense contractors and says, okay, here's this lovely $1 ,000 drone that the Ukrainians built. Can you build one for us?

35:23The defense contractors say, well, absolutely not, because it doesn't work for their business model. Their business model is all about producing stuff that costs millions, and takes a long time. $1 ,000 drones are not in their business. And you're also right that what we're seeing in India, Pakistan, as in Ukraine, is how central drones aren't to warfare. What didn't happen this time, compared to Cargill, is it wasn't about infantry soldiers confronting each other. It's non -contact warfare. We're returning to a sort of funny world that HG Wells imagined where everything's happening in the air.

35:58Now, where are we on Russia, Ukraine? Again, it's been unbelievably busy this week. I thought one of the most significant, you know, our love photos, and whether they become historic, I don't know whether this one will. It partly depends on what happens, but the picture of Zelensky, Macron, Merck's, Tusk and Stammer, kind of on a sofa in a couple of chairs, with Macron holding a mobile phone at the other end of which was Donald Trump. And this was them preparing to set this 30 -day ceasefire, ultimatum to Putin. And then the other photo, there was Putin in Moscow late that evening, very unusual, because they like to sort of show that they're in control the whole time.

36:41So it was definitely a specific reaction. And the picture that I saw was the wonderful Steve Rosenberg's head. The back of his head was in the shock, because he was in the front row. The media had been told it was going to be a full -scale press conference. It turned out just to be a statement from Putin, where he made this offer of direct talks in Istanbul on Thursday, which if they do happen, I suspect Vlad will not be there. Rather, smartly, I thought, Zelensky straight out the traps saying, I'll be there. So again, if felt like stuff was moving, but then you start to think, well, hold on a minute, is this not just Putin playing another game to kick things down the road?

37:24Now, you're completely right, that the story is changing. And this is a sort of difficult thing in dealing with Trump, because one way of looking at it, if you're a kind of Trump supporter, as you kind of give him immense credit, and you say, this is the art of the deal, and look, you know, you and Alex have been talking about for the last half hour, is that, you know, he may be on the cusp of bringing a deal in Iran, and he's moving away from Netanyahu, and he's putting pressure on Putin, and he's solved India Kashmir, so this is a tick -to -tank. But of course, the real theme is unpredictability, and him often losing interest.

37:58But strategic uncertainty, apart from the they call it, is strategic uncertainty. But there's no doubt things have changed. So put the clock back when we were talking at the time of this famous, let me talk about images, that meeting between Zelensky and Trump, where Trump and JD Vance humiliates him, and Zelensky tries to stand up for himself, and then there's followed by weeks of Trump repeating Putin's talking points, making it clear there will be no security guarantees for Ukraine, cutting off for a time American intelligence support for Ukraine, recognizing Crimea, and Wittkov, as you've pointed out, going for these seven individual meetings with Putin.

38:37The last one of which you pointed out, they were talking about girls during meeting, right? So all of this symbolizes... What turns out that his interpreter came from the Kremlin? He went on his own. There's a very interesting piece in having them post today. Defenders of Wittkov saying that he's shaking everything up, but the swamp doesn't like it, but he's, you know, Trump's got complete faith, etc. But it does appear to be operating almost in a vacuum doing his own thing. There's even this story about when he went to the UAE, he was on his private plane, the UAE weren't aware that he was coming, and they were sort of...

39:09They were actually thought this was sort of hostile attack. Now it's very, very strange, but you know, that is what we're going to have to get used to the fact that this is how Trump operates. Yeah, and I think there's a pattern here which you can get into a little bit more in Tamarice podcasts, but the speed, so, you know, let's add to this the fact that there's now been this week a US -China tariff deal, a US -UK tariff deal, and your man Steve Wittkov is simultaneously negotiating peace with him. Your man. Simultaneously, apparently negotiating peace with Russia, Ukraine, and also doing the Iran deal, and also doing the Gaza deal.

39:44And getting hostage out and fly to UAE. And as you say, doing it with no apparent state department support bureaucracy or infrastructure around him, which means that these deals are very odd. I mean, a normal trade deal takes months or years to negotiate because you're looking at the detail of ethanol tariffs. And you're working on the fact that Wittkov and Trump are able to do these things in a couple of hours, implies they're not quite negotiations and deals in the traditional sense. I mean, it's, and also, I know that he's really trying to undermine Congress deliberately, but ultimately, Congress does trade deals.

40:18The president has the power to do tariff deals. So their tariff deals is what he's doing. That's what we should stop calling them. They're not comprehensive trade deals. The other thing I found really interesting about the Russia -UKrain thing is, so let's, you know, we're, this is going to go on Wednesday. Let's see if any meeting of substance happens in Istanbul on Thursday. You're right, by the way, what you said earlier. It's interesting that they Turkey becomes the place where they say this should happen. But I think there was another really interesting thing today that relates to one of the things we talk about a lot, which is misinformation.

40:51So picture this if you haven't seen it already. And if you're on social media, you've definitely seen it. But let's say you haven't. Then you're on a train. It's a very, very important meeting. These European leaders going to meet Zelensky and Macron, Mertz and Stama, sort of, you know, being quite chummy with each other. And then you notice that they're looked all the door because the media being brought in to take some pictures. And Mertz picks up a spoon. Now, I think, as a sort of, you know, think guy who doesn't imagine that Mertz has ever taken drugs in his life, I think he's picking up a spoon because it looks a bit untidy and he's probably been stirring his coffee.

41:29Macron picks up a tissue. Okay, maybe he blew his nose. Who knows what the tissue is doing there? Suddenly, all across social media with people doing slow motion versions and cutting to fake video of these guys dancing together in clubs and all sorts of stuff. The story goes that what they've been doing is taking cocaine on the train, on their way to the train, on their way to see Zelensky. Like, like some of my conservative colleagues that have bullying done party. Is that what they do? That's that's that. That was the allegations. Yes, come on. You remember all this stuff. Was it drugs, both an alcohol?

42:09That was certainly the allegation. I didn't personally witness it, but it seems like you're an opium guy. You sort of aware of cocaine. So anyway, so there's a pretending naive at the end of the season. I see. I see. Can I tell you something about cocaine? This maybe I'm just the very naive sort of as I've never seen cocaine in my life. You've never seen actually seen police actors going to the house of commons, bathroom and snorting cocaine. Never. Never. But what I noticed on this was absolutely swapping all of my social media feeds. It was it was everywhere. It's quite it's quite a good story.

42:46All these worldly. It's a good story for a part. But what was it? It was coming. You see in this it's really you're fully for their trap. Well, sorry. They like they like they what they've lost people. It's very serious about this. They like you to think it's funny. Yeah. Okay. But it was coming from Russian accounts and from a lot of mega accounts. Right. So this was basically they were this was a perfect misinformation operation because it was a sandwich. There's the European leaders taking on Putin and taking it and trying to get Trump to head on coke. But they weren't Rory. They weren't. I think it's a really remarkable story.

43:21We're not taking this seriously. It's a really remarkable story because if the least likely people in the world to be snorting cocaine on a train, I mean, this is not the Bullington boys. This is Kierst, Starrer and Friedrich Metz who I noticed you didn't use Macron of that. You say the Macron might have. Macron by the way, he's coming on a state visit Rory. He's at least a bit younger. He's a head of the future. If you're trying to make up a story, it's the story that you'd make up that Kierst, Starrer and Friedrich metz were like party boys who like snorting coke on a train. It doesn't seem very likely.

43:53It doesn't seem likely. But we're talking about it. And yesterday it was swamping social media, which otherwise might have been swamp with stories about Trump's corruption and the blame. Let's sort of get back to what's happening with the peace deal with Russia Ukraine. So as I was saying, initially the story was that Trump was following Putin's talking points. Now things have begun to shift. And we've got Kellogg, who's the US envoy, and Whitkov, increasingly behind a vision for a deal. And it's a deal which would involve Russia having Crimea, but in return, no demilitarization of Ukraine. It's a relatively balanced deal where there's some kind of recognition for Ukraine.

44:41And it's something that, and this again relates to what you were saying, the policy of Starrer and Macron, Zelensky, which is to seem as helpful as possible, as open as possible, to what Trump's saying. You gave an example of Zelensky saying, you know, I'll go and meet Putin. Seems perhaps to be paying off. Because what it does is it pushes the pressure back on to Putin. Now, of course, I don't think it's probably going to result in Trump turning against Putin, unfortunately. In the very, very optimistic scenario, if you were really hopeful for Ukraine, you would say Trump will eventually notice and Whitkov and Kellogg will tell him that Putin's screwing around.

45:20And he might impose secondary sanctions, which means sanctioning countries like China or India that are buying oil from Russia, or he would provide more aid to Ukraine. I don't think he's likely to go that far, but the signs of softening here are some signs of softening. Well, he did say the thing last week about, you know, is the guy tapping me up. Is the guy tapping me up? And you reminded us last week that he also attacked Putin on VE Day and said it was America, what won the war and essentially Russia would never have been able to do that United States, which is an incredible statement because, you know, Russia's sacrifice in that war, you know, whatever it is, 25 million people killed.

45:57But what he has done in the last two weeks, and I've been talking to my friends and man, I might greatly shashank Joshi. He's pointed out that one of the things that's changed since we last discussed it is that Trump has now released Patriot missiles, which were promised. He's also allowed F -16s to go out for spare parts. He's also allowed a small amount of the presidential drawdown money to go to Ukraine. So all of that stuff, you know, signed softening potentially. And so the middle best case scenario is not that he massively pushes down on Putin. Not that Putin changes his position because Putin's quite widely, and he'll keep saying, you know, I, we've got to address the root causes of this, and we need direct orders.

46:36The root cause is basically, I mean, Ukraine shouldn't exist. I mean, that's what the Pescop is saying the whole time. I did think on the Russian reaction as well, Medvedev, so this, that you have this meeting with the four European leaders on the phone to Trump. And interesting, when they did their press conference, Kyrsta Amir in particular said that the United States were completely on board for this approach. And Medvedev put out a tweet saying, you can put your peace plan up your pan -gender arses, which I think is an act of diplomacy was kind of odd. Do you know the other thing that maybe, maybe just to close off on this?

47:10We talk a lot about Trump's kind of vanity and the need to flatter him and he's need constantly to be told that he's wonderful and to say that he's wonderful. And he does seem to have this real loading of the fact that Obama got the Nobel Peace Prize. And I would argue it was odd to give Nobel the Nobel Peace Prize to Obama at the stage of his career that he got it. But it was very interesting on the reason I think why he was so quick out there saying, I did the India Pakistan when both the Indians and the Pakistanis are saying, no, you didn't. And then Laura Luma, this bright wing conspiracy theorist that he's very, very close to, although she's criticized him over the play and I noticed, but she came out and said, surely he deserves the Nobel Peace Prize now.

47:56And it's clearly a really big motivation. So, and let's just say, I've not convinced it's going to happen, but let's just say that you do get some sort of peace deal between Russia and Ukraine. Let's, it's very hard to see right now, but let's say there is some sort of progress in Gaza. And let's say that India Pakistan does dial down. Let's say that as a result of what they've the bombing of the Houthis, they do calm down a bit. Then, you know, that's obviously what's motivating him. So I think we see this, we're going to see a lot of flattering. And I saw the, I don't know, I'm sure you saw as well as I did the letter to Trump from 550 Israeli secure accrats spies and military and why I'm commentators and so forth.

48:38And it was interesting how much there were very critical in Netanyahu, but unbelievably flattering about Trump. And so I think we're going to, we're in for an orgia flattery in the next few days and an orgia big deals. But let's see whether we get it over this wall. Well, let's just to wrap up then with where Ukraine may go, because maybe we don't talk enough about the future. I think there's a standoff on the one hand Kellogg on Wikof who like the deal they've put on the table. Vance and Steve Miller on the other side, who basically think Russia's got all the cards and we should just submit to Russia's terms.

49:12Trump, who seems as usual to be flocking around from side to side, but the best case scenario I think for Ukraine is that Trump will continue to be prepared to sell weapons. He may not sell them directly to Ukraine, but if he can sell them to Germany and he can then push them on to Ukraine. And in particular, Patriots, which is for the Ed Defense and the Hymas, which is for the long range, Missile Strikes, probably Ukraine can hold Russia back and Russia has had a very, very bloody time. They're really struggling to make progress. But Putin still thinks time is on his side. He still thinks Trump will blink.

49:47And so he's not giving up any times. Okay, questions on tomorrow. We'll do immigration. I think we should talk about the Pope as well. The Pope seems to be a nice sort of chap. And we'll see what else I'll list as one here. See you then. Bye bye.

From the publisher

From a $400m plane to starvation in Gaza, who will benefit from Trump’s big Gulf visit? Who really brokered the ceasefire between India and Pakistan? Can Zelensky and Ukraine survive on half-promises and secondhand weapons?

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