The PDB Situation Report | September 5th, 2026: Tanker Attacks Deepen the Crisis in the Strait of Hormuz & Could Washington Strike an AI Deal With Beijing?
Summary
The PDB Situation Report examines escalating tensions in the Strait of Hormuz, with guest Daniel Turner analyzing how attacks on tankers are pushing oil prices toward $100 a barrel and discussing the strategic implications for Iran, China, and the U.S. economy. The episode also features Brendan Steinhauser, who argues for a potential AI arms control deal with China to maintain human oversight and prevent dangerous autonomous capabilities, emphasizing the need for strict semiconductor export controls to preserve America’s technological lead.
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