Restricted Handling Daily Intel Brief

RH 6.22.26 | China: Hormuz, AI, Rare Earths & Taiwan

9 min · 22. juni 2026
episode RH 6.22.26 | China: Hormuz, AI, Rare Earths & Taiwan cover

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👉 Subscribe to The Restricted Handling Podcast https://www.restrictedhandling.com/ China is having a week, and this episode of The Restricted Handling Daily Intel Brief gets right into it. Ryan and Glenn break down how Beijing is trying to turn the aftermath of the US-Iran war into a strategic win, using diplomacy, energy resilience, and a very convenient "we told you so" message aimed at the Global South. While Washington and Tehran work through the reopening of the Strait of Hormuz, China is sitting on full oil tanks, keeping its strategic reserves untouched, and showing the world that it prepared for exactly this kind of disruption. This episode covers China's energy position after the Iran conflict, including why Beijing cut oil imports by roughly a third during the war and why it may not rush back into Persian Gulf markets even if shipping resumes. We also get into the bigger economic picture, from oil prices and refined fuel shortages in Asia to how Standard Chartered is looking at Asia ex-Japan markets, Taiwan, China, AI investment, semiconductors, gold, and global equities. Then we move into the US-China supply chain fight, where Beijing is once again using export controls like a diplomatic crowbar. China targeted US defense and rare earth firms, including MP Materials and USA Rare Earth, while also tightening scrutiny around indium, a niche metal that matters a lot for AI data centers and high-speed optical chips. Translation: the rare earth fight is not just about rocks. It is about missiles, magnets, chips, cloud infrastructure, and the future of industrial power. The AI segment gets spicy. Zhipu's GLM 5.2 is making noise as China's most capable open-source model, narrowing the gap with US frontier models and giving Beijing a fresh talking point about "radical openness" after US restrictions on Anthropic's Fable 5. The episode looks at what China's AI progress really means, where the US still has an edge, and why cheap tokens do not always mean cheap performance. We also cover Taiwan's five-day Immediate Combat Readiness Exercise, growing PLA pressure around the island, China's public messaging around the DF-17 hypersonic missile, Liaoning carrier drills, and reported progress on a possible nuclear-powered Type 004 carrier. The focus is not just what moved or launched. The real story is what Beijing wants Washington, Taipei, Tokyo, and the region to believe about China's future military reach. Finally, we close with China's Ministry of State Security pushing counterintelligence warnings about foreign recruitment, pop-up ads, data collection, and digital targeting. Because apparently even sketchy internet ads are now part of the spy war. Honestly, that tracks. This is your fast, sharp, and readable daily intelligence brief on China, Iran, Taiwan, AI, rare earths, energy security, sanctions, supply chains, military modernization, and the geopolitics shaping the next 24 hours. 👉 Subscribe to The Restricted Handling Podcast https://www.restrictedhandling.com/ Get the daily intelligence brief Ryan and Glenn read covering Russia, China, Iran, North Korea, the Middle East, geopolitics, sanctions, military and intel operations. Save a few hours of your time getting ahead of the news cycle at restrictedhandling.com.

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300 episodes

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👉 Subscribe to The Restricted Handling Podcast https://www.restrictedhandling.com/ [https://www.restrictedhandling.com/] The US and Iran are once again locked in a dangerous showdown, and this time the battle is centered on one of the most important pieces of real estate on the planet: the Strait of Hormuz. In this episode of The Restricted Handling Podcast, Ryan and Glenn break down the latest escalation between Washington and Tehran as a fragile ceasefire begins to unravel. The fight is not just about ships, missiles, or military strikes. It is about power, leverage, and who controls the rules of global energy security. Iran is betting that its ability to disrupt traffic through the Strait of Hormuz gives it a strategic advantage. The waterway carries a massive share of global oil and liquefied natural gas shipments, making it one of the world's most important economic chokepoints. Tehran's argument is that it has the right to manage maritime traffic through the strait. The United States and Gulf partners see that as an attempt to turn a critical international waterway into a political weapon. Ryan and Glenn examine why the June agreement between the US and Iran is under pressure, how both sides are interpreting the deal differently, and why the latest strikes may be less about winning a military exchange and more about shaping the next round of negotiations. The episode also looks inside Iran as the regime navigates the aftermath of Supreme Leader Ayatollah Ali Khamenei's death. While Iranian leaders project unity through massive funeral ceremonies, internal divisions are emerging over whether Tehran should continue confrontation with Washington or pursue a diplomatic path. Beyond Iran, this episode explores how the crisis is affecting the wider Middle East. Gulf states including Bahrain, Kuwait, and Qatar are caught between security partnerships with the United States and the economic consequences of instability near Hormuz. Lebanon, Iraq, Syria, and Turkey are all becoming important pieces of a broader regional competition involving Iran, the United States, Russia, and other major powers. You will hear about Russia's efforts to preserve influence in Syria through new commercial and logistics projects, Turkey's growing role as a regional power broker, and the expanding competition over energy routes, military access, and political influence across the Middle East. This is a deep dive into the strategic picture behind the headlines. Why does Iran believe Hormuz gives it leverage? Can the US pressure Tehran without triggering another major war? What happens if managed instability becomes the new normal across the region? The Restricted Handling Podcast brings you the geopolitical, intelligence, military, and security analysis you need to understand what is happening before it becomes tomorrow's headline. 👉 Subscribe to The Restricted Handling Podcast https://www.restrictedhandling.com/ [https://www.restrictedhandling.com/] Get the daily intelligence brief Ryan and Glenn read covering Russia, China, Iran, North Korea, the Middle East, geopolitics, sanctions, military and intel operations. Save a few hours of your time getting ahead of the news cycle at restrictedhandling.com.

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