エピソード

  • Is China Really Going to Take Taiwan & Trump-Xi-Putin Summit Outcomes w/ China Expert Lyle Goldstein
    2026/05/24
    A Taiwan crisis may be closer, more complex, and more dangerous than Washington wants to admit. 👉 Subscribe to The Restricted Handling Podcast at https://www.restrictedhandling.com/ to get a daily intel brief on Russia, China, Iran, Economics/Sanctions, Espionage, and more Ryan Fugit is joined by Professor Lyle Goldstein, Director of Brown University's China Initiative, longtime scholar of Chinese and Russian military strategy, former U.S. Naval War College professor, and founding director of the China Maritime Studies Institute. They break down the recent Trump-Xi summit, Xi's engagement with Putin, the China-Russia strategic relationship, Taiwan's role in U.S.-China tensions, and what a real Taiwan contingency could look like. In this episode, we cover: • Why great-power summits still matter • How China views Taiwan as the core flashpoint • Whether China is preparing for a 2026 or 2027 Taiwan move • What PLA purges may really signal • Why an invasion may start with firepower, helicopters, drones, and special forces • How blockade scenarios compare to full invasion • Why prediction markets are pricing Taiwan risk • Why Lyle rejects the "peak China" argument • What the U.S. administration should understand about China, Japan, the Philippines, and Taiwan This episode matters because Taiwan is where U.S. deterrence, Chinese nationalism, military geography, semiconductor anxiety, alliance commitments, and escalation risk all collide. About Lyle Goldstein Professor Lyle Goldstein is Director of Brown University's China Initiative, a longtime scholar of Chinese and Russian military strategy, a former professor at the U.S. Naval War College, and the founding director of the China Maritime Studies Institute. In the episode, he also notes his work at Defense Priorities, a Washington think tank focused on realism and restraint. Restricted Handling https://www.restrictedhandling.com/ Lyle Goldstein books and resources Target Taiwan: Challenges for a U.S. intervention https://www.defensepriorities.org/explainers/target-taiwan-challenges-for-a-us-intervention/ The New Cold War at Sea: Maritime Implications of the China-Russia Quasi-Alliance https://www.usni.org/press/books/new-cold-war-sea Meeting China Halfway: How to Defuse the Emerging US-China Rivalry https://press.georgetown.edu/Book/Meeting-China-Halfway Preventive Attack and Weapons of Mass Destruction: A Comparative Historical Analysis https://www.sup.org/books/politics/preventive-attack-and-weapons-mass-destruction Chinese Aerospace Power: Evolving Maritime Roles https://digital-commons.usnwc.edu/cmsi-studies/5/ China, the United States and 21st Century Sea Power: Defining a Maritime Security Partnership https://digital-commons.usnwc.edu/cmsi-studies/4/ China Goes to Sea: Maritime Transformation in Comparative Historical Perspective https://digital-commons.usnwc.edu/cmsi-studies/3/ China's Energy Strategy: The Impact on Beijing's Maritime Policies https://digital-commons.usnwc.edu/cmsi-studies/2/ China's Future Nuclear Submarine Force https://digital-commons.usnwc.edu/cmsi-studies/1/ China's Nuclear Force Modernization https://paperzz.com/doc/7936415/china-s-nuclear-force-modernization Five Dragons Stirring Up the Sea https://openlibrary.org/works/OL15889049W/Five_dragons_stirring_up_the_sea Not Congruent but Quite Complementary: U.S. and Chinese Approaches to Nontraditional Security https://www.andrewerickson.com/wp-content/uploads/2017/09/China-Maritime-Study-9_US-China-NTS-Perspectives_Goldstein_201207.pdf Timeline / chapters • 00:00 Ryan introduces Lyle Goldstein and the China-Taiwan focus • 01:46 Defense Priorities Taiwan series and the Trump-Xi summit setup • 02:26 Why great-power summits matter and who gained leverage • 05:11 How China-Russia ties shape the summit backdrop • 06:00 Taiwan at the center of U.S.-China relations • 11:34 Taiwan, chips, AI, and invasion timelines • 12:49 China's preparations and the 2026 or 2027 question • 15:01 PLA purges and what they may signal about Xi's control • 19:54 Breaking down the military dimensions of a Taiwan invasion • 20:30 Blockades, gray-zone coercion, and U.S. intervention risk • 22:40 Would China target civilian infrastructure? • 23:23 Helicopters, special operations forces, and the first day of war • 25:35 Airborne insertions, casualties, and drone resupply • 28:30 Why an invasion may not look like U.S. amphibious doctrine • 33:06 Would Taiwan become an insurgency? • 38:22 Prediction markets and the odds of invasion or blockade • 41:28 What Lyle would tell the U.S. administration about China • 46:53 Closing thoughts and where to find Lyle's work
    続きを読む 一部表示
    48 分
  • Ryan & Glenn: Trump and Xi Test Each Other as Taiwan, Iran, and Ukraine Collide
    2026/05/15
    Trump and Xi are testing each other over Taiwan, Iran, and global leverage while Russia, Ukraine, and China's influence operations keep reshaping the map. 👉 Subscribe to The Restricted Handling Podcast at https://www.restrictedhandling.com/ to get a daily intel brief on Russia, China, Iran, Economics/Sanctions, Espionage, and more Ryan Fugit and Glenn Corn break down the latest in U.S.-China talks, China's pressure over Taiwan, Ukraine's battlefield innovation, Iran's maximalist negotiating posture, and Chinese influence operations inside the United States. In this episode, we cover: • Trump and Xi in Beijing, Taiwan, and the risk of miscalculation • China's position on Iran, the Strait of Hormuz, and weapons support • Ukraine's battlefield gains, AI-enabled air defense, and anti-corruption pressure • Iran's nuclear demands, sanctions relief, and Gulf security • Chinese influence operations at the municipal level in the U.S. • The role former intelligence officers could play as ambassadors • Mexico, cartels, Russian presence, and the southern border • What Ryan and Glenn are reading right now • AJ Pasciuiti's new book Darkhorse and the sniper story behind it This episode matters because the same strategic contest is showing up everywhere: great-power diplomacy, battlefield adaptation, maritime chokepoints, local influence operations, and the fight to keep open societies from being exploited. Timeline / chapters • 00:00 Ryan introduces Restricted Handling and Glenn's background • 01:23 Glenn's Breitling hat, family memories, and lucky charms • 04:41 Ryan's lost Omega story from North Africa • 05:34 Trump and Xi in Beijing, Taiwan, and handshake betting markets • 08:02 Glenn on Taiwan, risk, and Putin's Beijing signal • 09:18 China, Iran, Hormuz, and weapons support claims • 12:20 Ambassador Satterfield and running a country team • 14:19 Ukraine ceasefire claims and Zelensky's humor • 16:41 Ukraine's net battlefield gains and innovation • 17:56 Palantir, AI models, drones, and Ukrainian adaptation • 19:48 NATO, EU accession, and Ukraine's desired U.S. relationship • 21:26 Yermak, corruption, transparency, and Russian talking points • 23:34 Iran's negotiating demands and Trump's rejection • 24:58 Hormuz, naval coalitions, and Gulf partners • 26:49 Chinese influence operations in Arcadia and Manhattan • 29:43 Glenn on public service, ambassadors, and former CIA officers • 32:17 Mexico, cartels, CIA reporting, and Russian presence • 35:21 What Ryan and Glenn are reading • 36:49 AJ Pasciuiti's Darkhorse and the sniper story behind the book About AJ Pasciuiti AJ Pasciuiti is a 21-year Marine, Force Recon Scout Sniper, Marine officer, author, speaker, and host of Combat Story. His book Darkhorse: Harnessing Hidden Potential in War and Life is available May 19, 2026. Order Darkhorse on Amazon https://www.amazon.com/Darkhorse-Harnessing-Hidden-Potential-Life/dp/1400254973 Learn more about AJ and Darkhorse https://www.ajpasciuti.com/ Darkhorse book page https://www.ajpasciuti.com/book How to find Glenn Corn Glenn Corn is a former CIA Senior Intelligence Service officer and multi-time Chief of Station in some of the world's most difficult posts. You can find him at the Institute of World Politics (https://www.iwp.edu/faculty/glenn-corn/) or his consultancy at Great South Bay Consulting (https://greatsouthbayinc.com/). Restricted Handling https://www.restrictedhandling.com/
    続きを読む 一部表示
    41 分
  • Iran, China, Russia, and U.S. Strategy w/ Amb David Satterfield and CIA Officer (Ret) Glenn Corn
    2026/05/10
    Ambassador David Satterfield lays out why the Middle East crisis is not just about Iran, Gaza, or the Strait of Hormuz, but about whether the U.S. still knows how to run serious national security policy. 👉 Subscribe to The Restricted Handling Podcast at https://www.restrictedhandling.com/ to get a daily intel brief on Russia, China, Iran, Economics/Sanctions, Espionage, and more Ryan Fugit and Glenn Corn are joined by Ambassador David Satterfield, director of Rice University's Baker Institute for Public Policy and a former U.S. ambassador to Turkey and Lebanon, for a wide-ranging conversation on the Middle East, Iran, China, Russia, Ukraine, Syria, diplomacy, and the machinery of U.S. foreign policy. Satterfield argues that classic military power is struggling against asymmetric actors like Iran, Hamas, Hezbollah, and the Houthis, and that kinetic force alone cannot deliver strategic outcomes without political frameworks, patience, and a functioning national security process. In this episode, we cover: • Why Iran's Strait of Hormuz threat has become a global economic weapon • Why Satterfield now believes leaving the JCPOA was a mistake • The limits of military power against Hamas, Hezbollah, the Houthis, and Iran • How the collapse of State Department and NSC capacity affects crisis management • Why Syria policy required bold decisions, but also needs a team to sustain gains • Why China is the most formidable U.S. adversary • How Saudi Arabia, the UAE, energy, critical minerals, and China fit together • Why Satterfield would advise against rushing into a Beijing summit • Putin's Victory Day ceasefire, Ukraine's position, and Russia's gains from the Hormuz crisis • What Yitzhak Rabin and James Baker taught Satterfield about leadership, principle, and diplomacy This is a masterclass in strategic patience, national security process, and the danger of confusing tactical strikes with strategy. Timeline / chapters • 00:00 Ambassador David Satterfield joins Ryan and Glenn • 02:04 How chaotic is the Middle East right now? • 03:03 UAE, Saudi Arabia, OPEC, and regional change • 05:36 Why asymmetric actors frustrate classic military power • 08:30 Gaza, Hezbollah, and the missing political framework • 11:18 Why leaving the JCPOA was a mistake • 13:49 Trump, Israel, and the decision to confront Iran • 17:08 Iran turns the Strait of Hormuz into a global weapon • 20:00 Why strikes have not eliminated Iran's missile and drone capacity • 24:10 Why tweets cannot manage strategic adversaries • 25:35 Why State and the NSC cannot function without teams • 26:35 Turkey, Syria, Lebanon, and Tom Barrack's role • 32:15 Bold policy needs sustainment • 36:55 Tom Barrack, Lebanon, Syria, and speaking bluntly • 39:26 How Satterfield would advise Trump before a China trip • 41:11 China's technical, industrial, and espionage challenge • 44:08 Saudi Arabia, China, and the real logic behind the U.S.-Saudi deal • 48:30 Why Satterfield would tell Trump not to go to Beijing yet • 51:25 Putin's Victory Day ceasefire and Ukraine • 55:55 Russia benefits from the Strait of Hormuz crisis • 59:10 Should Ukraine strike during the Victory Day parade? • 1:03:09 The real issue: how to conduct national security policy • 1:04:44 Rabin, Baker, and the most interesting figures Satterfield worked with • 1:08:33 Satterfield's work at Rice University's Baker Institute About David Satterfield Ambassador David M. Satterfield is the director of Rice University's Baker Institute for Public Policy and leads its Edward P. Djerejian Center for the Middle East. He has more than four decades of diplomatic and leadership experience, including service as U.S. ambassador to Turkey and Lebanon, assistant secretary of state, National Security Council staff director, special envoy for the Horn of Africa, and chargé d'affaires in Iraq and Egypt. Baker Institute profile https://www.bakerinstitute.org/expert/david-m-satterfield Rice University profile https://profiles.rice.edu/staff/david-satterfield How to find Glenn Corn Glenn Corn is a former CIA Senior Intelligence Service officer and multi-time Chief of Station in some of the world's most difficult posts. You can find him at the Institute of World Politics (https://www.iwp.edu/faculty/glenn-corn/) or his consultancy at Great South Bay Consulting (https://greatsouthbayinc.com/). Restricted Handling https://www.restrictedhandling.com/
    続きを読む 一部表示
    1 時間 12 分
  • How Russia Negotiates, Putin's Trap, Iran's Bluff, Drone Lessons Missed w/ Retired CIA Officer Glenn Corn
    2026/05/03
    Retired CIA Chief of Station and Senior Case Officer Glenn Corn argues the crises in Ukraine, Iran, Cuba, and the Strait of Hormuz are connected fronts in one larger fight. 👉 Subscribe to The Restricted Handling Podcast at https://www.restrictedhandling.com/ to get a daily intel brief on Russia, China, Iran, Economics/Sanctions, Espionage, and more Ryan Fugit and Glenn Corn are back for a no-guest episode covering Ukraine, Russia, Iran, espionage, drones, Cuba, China, and the geopolitical pressure points that are moving fast right now. Glenn opens with his recent trip to Ukraine, where he escorted an American business delegation and spoke at the Kiev Security Forum alongside senior intelligence and national security figures. From there, Ryan and Glenn dig into how Moscow negotiates, why Putin's ceasefire offer around May 9 should be treated skeptically, and why Glenn believes the United States and Europe still have more leverage over Russia than many people think. In this episode, we cover: • Glenn's latest trip to Ukraine with American investors and business leaders • Why Glenn sees Russia and Iran as linked strategic threats • How Russian negotiators use maximalist demands, theater, and psychological pressure • Julie Davis, US diplomatic coverage in Ukraine, and why Kyiv needs a full-time ambassador • Putin's May 9 Victory Day messaging and the history Russia leaves out • Russian and Iranian low-level espionage in Europe • The UAE, OPEC, and the Strait of Hormuz crisis • Why Glenn argues for an international naval force to reopen the straits • Iran's nuclear negotiations, political pressure, and the lessons of Ukrainian counter-drone warfare • Cuba sanctions, Venezuela, Nicaragua, China, and authoritarian pressure in the Western Hemisphere • China's drone swarm threat and America's procurement problem This episode matters because Glenn frames these crises as part of a broader strategic contest, not isolated news cycles. Russia, Iran, China, North Korea, Cuba, and Venezuela are applying pressure across multiple fronts, and the United States and its allies are still deciding how hard, how fast, and how coherently they are willing to respond. Timeline / chapters • 00:00 Ryan opens the episode with Glenn back stateside • 01:01 Glenn's Ukraine trip with an American business delegation • 03:27 Kiev Security Forum and the Russia-Iran connection • 08:24 How Russian negotiators use maximalist demands • 12:15 Sanctions, Kirill Dmitriev, and pressure on Putin • 16:06 Julie Davis and why Ukraine needs a full-time US ambassador • 19:42 Territorial concessions and why Glenn says Russia is not holding the cards • 22:23 Victory Day, Soviet history, and Operation Snow • 26:59 Why Putin's May 9 ceasefire offer benefits Moscow • 28:30 Russian and Iranian espionage cases in Europe • 33:37 UAE, OPEC, and the Strait of Hormuz shock • 36:06 The case for an international naval force • 39:21 Iran's nuclear bluff and missed drone lessons • 43:03 Cuba sanctions and pressure in the Western Hemisphere • 45:50 China, AI, drone swarms, and US procurement gaps • 49:23 Upcoming guests and how to reach Glenn • 51:21 Wrap How to find Glenn Corn Glenn Corn is a former CIA Senior Intelligence Service officer and multi-time Chief of Station in some of the world's most difficult posts. You can find him at the Institute of World Politics (https://www.iwp.edu/faculty/glenn-corn/) or his consultancy at Great South Bay Consulting (https://greatsouthbayinc.com/). Restricted Handling: https://www.restrictedhandling.com/
    続きを読む 一部表示
    53 分
  • Russia Losing 2,300 Drones Per Month: Inside Drone Defense + New Tactics w/ Ukrainian Commander Zhan
    2026/04/20

    This is what modern warfare actually looks like from the front lines.

    👉 Subscribe to The Restricted Handling Podcast at https://www.restrictedhandling.com/
    to get a daily intel brief on Russia, China, Iran, Economics/Sanctions, Espionage, and more

    In this episode, Ryan Fugit and Glenn Corn are joined by Zhan, a deputy commander in Ukraine's Third Army Corps, responsible for air defense operations on one of the most complex battlefields in the world.

    Zhan went from serving in the merchant navy to defending Ukraine on the front lines and is now at the center of one of the most important evolutions in modern warfare.

    This is not theory.
    This is real-time adaptation under fire.

    In this episode, we cover:

    • What the battlefield in Ukraine actually looks like today
    • How drones have completely changed warfare
    • The three-layer air defense system Ukraine built in real time
    • Why logistics and medevac are now some of the biggest challenges
    • How soldiers survive in underground positions for weeks or months
    • The shift from "golden hour" to "golden months" in battlefield medicine
    • Why FPV drones are now the most dangerous threat
    • How Ukraine is training civilians and veterans to fight with drones
    • The connection between the war in Ukraine and conflicts in the Middle East
    • What Ukraine needs most right now from Western allies

    Zhan explains how Ukrainian forces are adapting faster than any military in modern history and why this war is shaping the future of global conflict.

    He also shares a deeply personal perspective on what it means to fight for your country and what comes after the war.

    Timeline / chapters

    • 00:00 Intro and Glenn's Ukraine trip
    • 05:13 How the war in Iran is affecting Ukraine
    • 12:04 Zhan joins from Kyiv
    • 13:07 Zhan's background and role in air defense
    • 18:39 Drone warfare and naval adaptation
    • 22:29 How fast soldiers can be trained on drones
    • 26:26 Layered air defense explained
    • 31:27 Logistics and medevac challenges
    • 36:35 Evolution from Bakhmut to today
    • 44:18 Comparing early war vs current battlefield
    • 53:27 Integration of UAVs and command systems
    • 58:27 Ukraine's view of the global war
    • 01:00:38 Zhan on the future of Ukraine

    About Zhan

    Zhan is a deputy commander in Ukraine's Third Army Corps specializing in air defense operations. He previously served in the merchant navy and joined the military at the start of the full-scale invasion.

    He has participated in major battles including Bakhmut and Avdiivka and is now leading efforts to build modern counter-UAV and air defense systems in Ukraine.

    How to find Glenn Corn

    Glenn Corn is a former CIA Senior Intelligence Service officer and multi-time Chief of Station in some of the world's most difficult posts. You can find him at the Institute of World Politics (https://www.iwp.edu/faculty/glenn-corn/) or his consultancy at Great South Bay Consulting
    (https://greatsouthbayinc.com/).

    Restricted Handling

    Subscribe and receive the daily intelligence brief
    https://www.restrictedhandling.com/

    続きを読む 一部表示
    1 時間 6 分
  • Hungary, the US, NATO, and the Future of Europe: Inside Hungary's Historic Election w/ Monika Palotai
    2026/04/12

    Seventy four percent turnout in Hungary's election is not just politics. It is a signal.

    👉 Subscribe to The Restricted Handling Podcast at https://www.restrictedhandling.com/
    to get a daily intel brief on Russia, China, Iran, Economics/Sanctions, Espionage, and more

    In this episode, Glenn Corn is joined by Dr. Monika Palotai, one of the leading experts on Central and Eastern Europe, to break down a historic election in Hungary.

    With record voter turnout and global attention, this election is about far more than domestic politics.

    It sits at the intersection of Russia, Ukraine, NATO, migration policy, and the future of Europe.

    In this episode, we cover:

    • Why Hungary's election is drawing global attention
    • The significance of record breaking voter turnout
    • The real divide between Fidesz and the Tisza Party
    • Why both parties may be closer on policy than expected
    • Hungary's stance on Ukraine and why it matters
    • The role of migration and cultural identity in the election
    • How U.S. involvement is perceived inside Hungary
    • Why European leaders misread U.S. politics
    • The tension between national sovereignty and EU authority
    • What the outcome could mean for NATO and transatlantic relations

    Dr. Palotai explains why the election is ultimately about sovereignty, identity, and economic survival, not just ideology.

    She also provides insight into how Hungarian voters are thinking about Ukraine, energy security, and their place within Europe.

    Timeline / chapters

    • 00:00 Introduction and Monika Palotai background
    • 03:13 Record voter turnout and election atmosphere
    • 05:38 What is driving voter participation
    • 10:01 U.S. influence and JD Vance visit
    • 11:34 Fidesz vs Tisza explained
    • 16:00 Hungary's position on Ukraine
    • 20:01 Migration and cultural identity
    • 22:45 EU relations and sovereignty tensions
    • 24:38 Key issues for Hungarian voters
    • 30:01 Hungary Ukraine minority tensions
    • 33:44 NATO and U.S. relations
    • 36:13 Future EU dynamics depending on outcome
    • 40:18 Hungarian perspective on Iran war
    • 43:03 Cultural identity and national priorities
    • 46:18 Final thoughts on election significance

    About Dr. Mónika Palotai

    Dr. Monika Palotai is a senior research fellow at the Religious Freedom Institute and a non resident expert at the Warsaw Institute.

    Her work focuses on geopolitics, EU law, energy security, and the relationships between Russia, China, and Iran. She has written extensively for Newsweek, The National Interest, RealClearDefense, and other major outlets.

    How to find Glenn Corn

    Glenn Corn is a former CIA Senior Intelligence Service officer and multi-time Chief of Station in some of the world's most difficult posts. You can find him at the Institute of World Politics (https://www.iwp.edu/faculty/glenn-corn/) or his consultancy at Great South Bay Consulting
    (https://greatsouthbayinc.com/).

    Restricted Handling

    Subscribe and receive the daily intelligence brief
    https://www.restrictedhandling.com/

    続きを読む 一部表示
    54 分
  • Why Cuba Could Be the Next Flashpoint: Espionage, Castros, Guns w/ Former CIA CoS Moises Juliao
    2026/04/10

    Cuba is closer to collapse than at any point in decades and most people aren't paying attention.

    👉 Subscribe to The Restricted Handling Podcast at https://www.restrictedhandling.com/
    to get a daily intel brief on Russia, China, Iran, Economics/Sanctions, Espionage, and more

    In this episode, Ryan Fugit and Glenn Corn sit down with Moisés "Mo" Julião, retired CIA Senior Intelligence Service officer and former Chief of Station, to break down what is really happening in Cuba right now.

    From collapsing infrastructure to rising unrest, Cuba may be entering a phase that could reshape the Western Hemisphere.

    In this episode, we cover:

    • Why recent armed incursions into Cuba are not as unusual as they seem
    • The historical context shaping Cuban behavior today
    • How the Cuban regime maintains control through isolation
    • The real economic crisis unfolding on the island
    • The impact of fuel shortages, blackouts, and food supply breakdowns
    • Why remittances from the United States are keeping the system alive
    • The role of Russia and recent oil shipments into Cuba
    • The potential for regime transition and what comes next
    • Why humanitarian collapse is a real risk
    • How Cuban intelligence historically outperformed expectations

    Mo explains why Cuba operates in a "time capsule" shaped by the 1959 revolution and Cold War dynamics, and why that mindset still drives decisions today.

    He also provides a sobering look at how quickly conditions could deteriorate into a full humanitarian crisis.

    Timeline / chapters

    • 00:00 Introduction and Mo Julião background
    • 03:22 Armed incursions and historical context
    • 06:08 U.S. presence and embassy realities
    • 07:00 Daily life inside Cuba and information control
    • 10:50 Remittances and economic survival
    • 12:49 Signs of instability and protests
    • 16:00 Regime survival and backchannel discussions
    • 18:20 Cuban perception of the United States
    • 20:14 The Russia tanker decision and strategic signaling
    • 21:06 Power dynamics inside the Castro system
    • 23:04 Cuban intelligence and espionage success
    • 28:04 Infrastructure collapse and economic fragility
    • 32:31 Risk of humanitarian crisis
    • 36:35 Policy options and missed opportunities
    • 45:00 Cultural insight and the "next revolution"

    About Moisés "Mo" Julião

    Moisés "Mo" Julião is the founder and CEO of Alenttay Solutions and a retired CIA Senior Intelligence Service officer.

    He served over two decades in the CIA's Directorate of Operations, including as Chief of Station and in multiple conflict zones. He also served as a Lieutenant Colonel in the U.S. Army and worked closely with special operations forces.

    Alenttay Solutions
    https://alenttay.com/

    LinkedIn
    https://www.linkedin.com/in/moises-e-juliao-esq-2b97b5250

    How to find Glenn Corn

    Glenn Corn is a former CIA Senior Intelligence Service officer and multi-time Chief of Station in some of the world's most difficult posts. You can find him at the Institute of World Politics (https://www.iwp.edu/faculty/glenn-corn/) or his consultancy at Great South Bay Consulting
    (https://greatsouthbayinc.com/).

    Restricted Handling

    Subscribe and receive the daily intelligence brief
    https://www.restrictedhandling.com/

    続きを読む 一部表示
    49 分
  • Why Energy Is Driving the Iran Conflict and Helping Russia w/ Energy Expert Ambassador Matt Bryza
    2026/03/23
    Today we're going deep on how oil and energy, not troops, will decide the outcome in Iran and Russia. The war in Iran may be about ideology, but the outcome will be decided by energy. 👉 Subscribe to The Restricted Handling Podcast at https://www.restrictedhandling.com/ to get a daily intel brief on Russia, China, Iran, Economics/Sanctions, Espionage, and more In this episode, Ryan Fugit and Glenn Corn sit down with Ambassador Matthew Bryza, one of the leading experts on energy geopolitics in Eurasia. Ambassador Bryza served as: • U.S. Ambassador to Azerbaijan• Deputy Assistant Secretary of State for European and Eurasian Affairs• Director at the National Security Council He now works as a Managing Director at Straife Istanbul and advises on global energy and geopolitical risk. This conversation breaks down one of the most important but overlooked drivers of global conflict: Energy. In this episode, we cover: • Why the Strait of Hormuz is the center of global economic risk• How energy prices are shaping decisions in Iran, Russia, and Europe• Why Russia is benefiting financially from the Iran war• How natural gas and fertilizer shortages could trigger global instability• The long-term impact of shutting down oil and LNG production• Why infrastructure like pipelines takes decades to build but minutes to disrupt• The strategic importance of the Baku-Tbilisi-Ceyhan pipeline• Why Europe cannot quickly replace Russian or Gulf energy• The political implications of energy dependency in NATO and the EU• Why energy security is national security Ambassador Bryza explains why the current conflict could reshape global energy markets for years and why even a short disruption in the Strait of Hormuz has cascading effects across food supply, manufacturing, aviation, and global trade. He also details why Russia's war effort may be strengthened in the short term due to rising energy prices. Timeline / chapters• 00:00 Intro• 02:34 Why energy is driving global conflict• 05:49 Key energy indicators to watch• 14:22 Why the world cannot replace Gulf energy• 19:39 Energy alliances and regional geopolitics• 22:25 The Baku-Tbilisi-Ceyhan pipeline explained• 29:36 Why energy infrastructure shapes independence• 31:49 Future energy strategy for the US and allies• 34:33 Turkey, Azerbaijan, and regional responses• 41:38 Russia, Ukraine, and the Druzhba pipeline• 44:33 Final thoughts on energy and geopolitics About Ambassador Matthew Bryza Matthew Bryza is a former U.S. diplomat who served 23 years in the Foreign Service, including as U.S. Ambassador to Azerbaijan, and held senior roles at the State Department and National Security Council focused on Eurasian energy, regional conflicts, and U.S. policy toward Turkey, the Caucasus, and Central Asia. He played a central role in advancing major Caspian energy projects, including the Baku–Tbilisi–Ceyhan pipeline, making him one of the leading U.S. experts on global energy security and geopolitics. Today, he is based in Istanbul, where he serves as Managing Director of Straife Istanbul, advising companies on sanctions compliance, geopolitical risk, and market expansion across Türkiye and the Greater Caspian region; he is also Regional Managing Partner at Ballard Partners, and a longtime Board Member of The Jamestown Foundation. LinkedIn https://www.linkedin.com/in/matthew-bryza-050180156/ Straife Group How to find Glenn Corn Glenn Corn is a former CIA Senior Intelligence Service officer and multi-time Chief of Station in some of the world's most difficult posts. You can find him at the Institute of World Politics (https://www.iwp.edu/faculty/glenn-corn/) or his consultancy at Great South Bay Consulting (https://greatsouthbayinc.com/). Restricted Handling Subscribe and receive the daily intelligence brief https://www.restrictedhandling.com/
    続きを読む 一部表示
    49 分