Retired General Mike Minihan, former commander of Air Mobility Command and deputy commander of US Indo-Pacific Command, joins Jim and Ray to talk about how America’s alarming shortfall in military airlift could affect deterrence and readiness in the Indo-Pacific and beyond.

General Minihan describes logistics as "the offensive line of a [American] football team"--rarely getting the glory but essential to success. He emphasizes that mobility is "the most relied upon force in the history of warfare" and particularly crucial in the Indo-Pacific region, where vast distances and water create unique challenges compared to Europe's more accessible infrastructure.

"Mobility is the meaningful maneuver that can cross the tyranny of distance and the tyranny of water," Minihan explains, highlighting how air mobility enables the joint force to reach positions of advantage in meaningful timeframes.

The conversation turns to Minihan's famous 2022 memo warning that the U.S. was "not ready to fight and win inside the first island chain" and needed to prepare for potential conflict by 2025. Despite the controversy it generated, Minihan stands by his assessment, explaining it was intended to drive urgent action and focus his command on Pacific readiness.

"I don't regret it," Minihan states, though he acknowledges the turbulence it caused. "I learned I was right."

Minihan identifies several critical areas requiring immediate attention:

1. Communication Systems: Over 90% of the air mobility fleet lacks adequate secure beyond-line-of-sight communications. Commercial airliners often have better connectivity than military aircraft.
2. Next-Generation Systems: The Air Force needs to conceptualize air refueling and airlift as systems rather than individual platforms, potentially including stealth-like tankers for forward operations and diversified airlift capabilities.
3. Procurement Reform: The current acquisition system is fundamentally broken. "Our major producers of American capabilities can no longer deliver on time, at cost," Minihan asserts.

Minihan calls for "bold, unapologetic, urgent action" rather than more studies or reorganizations. He advocates for:

• Clear, precise language about deterring and defeating China, rather than vague terms like "great power competition"
• Robust planning focused on immediate readiness
• Streamlining the acquisition process to work with innovative companies beyond traditional prime contractors
• Ensuring the warfighter's voice is the "loudest in the room"

"We should never put the president in a position where they are constrained by not having a military that's ready to decisively defeat," Minihan emphasizes.

To allies in the Indo-Pacific, Minihan offers reassurance that military-to-military relationships remain strong and stable despite political fluctuations.

While acknowledging improvements in readiness, integration, and agility, Minihan stresses the need to "continue to expand the advantage" through rigorous exercises and close cooperation with partners and allies.

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This episode features Nitin A. Gokhale, one of South Asia’s leading strategic affairs analysts, who joins co-hosts Ray Powell and Jim Carouso to break down the ongoing conflict along the India-Pakistan border, offering expert insight into its origins, recent triggers and global stakes.

The conflict’s roots trace back to the 1947 partition of India and the disputed territory of Jammu and Kashmir, which has sparked four wars between the two nuclear-armed neighbors. Tensions reignited recently after a terrorist attack in Kashmir, where militants targeted and killed Hindu tourists. Pakistani terrorist groups such as Lashkar-e-Toiba and Jaish-e-Mohammed are allegedly supported by the Pakistani military and intelligence services.

In retaliation, India conducted strikes against terrorist camps in Pakistan-administered Kashmir and, for the first time, across the Kashmir border into Pakistan’s homeland. India emphasized that its response was targeted, non-escalatory, and focused solely on terrorist infrastructure, aiming to avoid a broader military confrontation.

Gokhale explains that Pakistan’s internal instability--including insurgencies in Balochistan and Khyber Pakhtunkhwa, strained relations with the Taliban and political unrest--may have influenced the timing of the attack. The Pakistani military, facing low public confidence and political challenges, may have sought to rally domestic support by provoking a crisis with India.

With both countries possessing nuclear weapons, the stakes are high. Gokhale suggests that international pressure and Pakistan’s internal weaknesses could create an off-ramp for de-escalation. India’s careful messaging and restraint are designed to reinforce deterrence without inviting a full-scale war.

The discussion explores the influence of China, Russia, the United States, and the Shanghai Cooperation Organization. While India insists on bilateral solutions, outside actors may quietly urge restraint to protect their own interests in regional stability and economic ties.

The episode delves into the suspension of the Indus Water Treaty, a critical agreement for Pakistan’s agriculture. India’s move to withhold hydrological data and potentially control water flows adds another layer of pressure on Pakistan.

Gokhale contextualizes India’s actions within Prime Minister Modi’s security philosophy: resolute on the border, reasonable in diplomacy. Modi’s approach favors decisive retaliation against cross-border terrorism while avoiding unnecessary escalation.

The India-Pakistan border conflict is not just a regional issue–it has global implications due to the risk of nuclear escalation, the involvement of major powers and the precedent it sets for responding to state-sponsored terrorism. Understanding the dynamics at play is essential for anyone interested in international security, South Asian geopolitics or global peace.

👉 Follow Nitin's analysis of this conflict and South Asia security at StratNewsGlobal.com, or check out his book, Securing India the Modi Way.

🔥 Sponsored by BowerGroupAsia, a strategic advisory firm that specializes in the Indo-Pacific.

How will Australia's dramatic election results impact its domestic, regional and global political and economic affairs? In this special episode–originally aired live–hosts Jim Carouso and Ray Powell are joined by special guests Mick McNeill and Michael Rowland for an in-depth discussion on Australia's changing political landscape and the election’s far-reaching implications, including:

• A comprehensive breakdown of the Australian Labor Party’s decisive win, and what’s next for a reeling Liberal-National Party coalition as it faces the implications of its dramatic collapse at the polls.
• An explanation of how Australia’s compulsory voting and preferential (ranked-choice) ballot helps the country avoid extremes.
• Why reactions to U.S. President Donald Trump played an outsized role in Australia’s political environment.
• How these political shifts will affect Australia’s international business and trade relationships–especially with the United States–during a time of global uncertainty.
• How the results will impact the country’s ongoing transition to renewable energy sources and its defense planning.

The discussion provides valuable context for understanding Australia's position in the Indo-Pacific region and how recent political developments might influence regional stability and economic cooperation. Our expert guests offer unique perspectives on how businesses and policymakers should navigate this changing environment.

Follow us on X, @IndoPacPodcast; or on LinkedIn or BlueSky at our show title, Why Should We Care About the Indo-Pacific?

Follow Ray Powell on X (@GordianKnotRay) or on LinkedIn.

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Our podcast is produced by Ian Ellis-Jones and IEJ Media (on X @ianellisjones or LinkedIn).

This podcast is sponsored by BowerGroupAsia, a strategic advisory firm that specializes in the Indo-Pacific.

Paul Everingham joins Ray and Jim to explain that liquefied natural gas (LNG) demand in Asia is expected to nearly double by 2050. The initial growth will be driven by North Asia (especially China), with South Asia and Southeast Asia becoming the main growth centers after 2035. This surge is tied to Asia’s rapid economic development, growing energy needs, and the region’s transition from coal.

Asia is projected to account for 50% of global economic growth and a growing share of global emissions. Addressing energy needs and emissions in Asia is crucial for global climate goals and humanitarian progress, as many Asian countries still rely heavily on coal and lack access to clean energy and modern amenities.

Paul describes LNG as more than just a bridge to renewables—it’s vital for economic and national security, and asserts that LNG is cleaner than coal and oil and provides reliable "baseload" and "peaking" power, which renewables like wind and solar currently can’t match due to their intermittency and storage limitations.

The Biden administration’s pause on US LNG export facilities was discussed, with Paul arguing that such moves are more political than scientific. He stresses that immediate transitions from coal to renewables aren’t feasible in Asia due to infrastructure and storage constraints, and that gas is essential for meeting Paris climate commitments.

Despite a slowing economy and population decline, China’s energy demand is rising as it seeks to reduce new coal plant construction and diversify gas imports away from reliance on Russia. China is investing in both renewables and LNG to ensure energy security.

The conversation highlights that global energy demand is rising, not just shifting. Coal use is at record highs, and the US is facing new surges in energy demand due to AI and data centers. Paul advocates for an "all of the above" approach, including nuclear, gas, and renewables, to meet growing needs.

Paul says LNG offers more flexible supply options than pipeline gas, reducing dependency on single suppliers. However, building out LNG infrastructure is capital-intensive and complex. The US, Qatar, and Australia are the dominant LNG exporters, but the US is expected to become the leading supplier by 2040, especially as Asian demand grows.

Qatar is a major player due to its vast gas reserves and strategic, conservative development. Indonesia and Malaysia were early LNG exporters, but their fields are now in decline. The US, with its massive shale gas reserves, is poised to shape global markets, especially as new fields come online.

The vulnerability of LNG supply lines to blockades (e.g., Taiwan) and the strategic importance of the South China Sea’s energy resources were discussed. China’s control over disputed areas impacts the ability of countries like the Philippines and Vietnam to develop their own gas fields.

Follow us on X, @IndoPacPodcast; or on LinkedIn or BlueSky.

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This podcast is sponsored by BowerGroupAsia, a strategic advisory firm that specializes in the Indo-Pacific.

In an episode originally released by The German Marshall Fund's China Global Podcast with Bonnie Glaser, managing director of GMF’s Indo-Pacific program, co-host Ray Powell was interviewed about recent developments in the Yellow Sea and China’s broader gray zone tactics in the maritime realm.

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This episode of the China Global podcast discusses evolving disputes between China and South Korea, specifically regarding their unresolved maritime boundary in the Yellow Sea. There is a long history of fishing disputes between the two countries in the Provisional Measures Zone (or PMZ) of the Yellow Sea, which is where their exclusive economic zones overlap. Although China and South Korea have engaged in negotiations over the years, they have yet to come to an agreement on their boundaries in the Yellow Sea.

Taking advantage of the persisting disagreement on delimitation of maritime borders, China has employed gray zone tactics in the Yellow Sea to expand its territorial presence in the region. In the most recent dispute, China installed a new steel structure in the PMZ, causing a maritime standoff between Chinese and Korean coast guards.

To discuss recent developments in the Yellow Sea and China’s broader gray zone tactics in the maritime realm, host Bonnie Glaser is joined by Ray Powell, the Director of SeaLight, a maritime transparency project at Stanford University’s Gordian Knot Center for National Security Innovation. Ray is also the co-host of the Why Should We Care About the Indo-Pacific podcast, and a 35-year veteran of the US Air Force.

In this compelling episode of "Why Should We Care about the Indo-Pacific," hosts Ray Powell and James Carouso welcome Joe Hockey, former Australian Treasurer and Ambassador to the United States. Hockey, who now heads Bondi Partners, offers unique insights into U.S.-Australia relations during both Trump administrations.

Episode Highlights:

Hockey shares his firsthand experience of "Trumpageddon" during the transition from Obama to Trump's first administration, describing it as a "political tsunami" that hit Washington DC. He contrasts Trump 1.0's disorganization with Trump 2.0's more predictable but aggressive "political blitzkrieg" approach.

The conversation explores recent challenges in the alliance, including new tariffs on Australian steel and aluminum under Trump's second term. Hockey explains how Australia previously secured exemptions during Trump's first term by emphasizing their status as America's closest ally according to Republican voters and highlighting their trade deficit with the U.S.

When discussing concerns about the reliability of the U.S. alliance, Hockey dismisses what he calls "alarmist" views, emphasizing the deep integration between the two nations' military and intelligence communities. He pointedly asks, "What is Plan B?" when considering alternatives to the U.S. alliance, especially in light of recent Chinese naval exercises near Australia.

The discussion also covers Australia's upcoming May 2025 election, defense spending needs, AUKUS submarine acquisition challenges, and the complex relationship with China. Hockey advocates for increasing Australia's defense spending to around 3% of GDP while encouraging more private sector involvement in defense infrastructure.

Hockey concludes by sharing the touching origin story of his "100 Years of Mateship" initiative, which commemorated the centennial of U.S. and Australian troops fighting side by side at the Battle of Hamel in World War I – the beginning of an unbroken alliance that continues to this day.

Don't miss this insightful conversation about one of America's most crucial alliances in an increasingly complex Indo-Pacific region.

Follow us on X, @IndoPacPodcast; or on LinkedIn or BlueSky at our show title, Why Should We Care About the Indo-Pacific?

Follow Ray Powell on X (@GordianKnotRay) or on LinkedIn.

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Our podcast is produced by Ian Ellis-Jones and IEJ Media (on X @ianellisjones or LinkedIn).

This podcast is sponsored by BowerGroupAsia, a strategic advisory firm that specializes in the Indo-Pacific.

Mark Lambert, the recently retired head of the State Department’s China House, joins Jim and Ray to share his insights into the impacts of America’s radical new tariff policy from his extensive diplomatic career in Asia, including postings in China, Vietnam, Thailand, and Japan.

Lambert, having just returned from a trip to Beijing, provides a unique perspective on how Chinese officials and experts are reacting to the escalating trade tensions between the two countries.

His insights include:

- President Xi Jinping's recent diplomatic tour of Vietnam, Malaysia, and Cambodia indicates China's strategic move to contest U.S. influence in countries most affected by the tariffs

- The challenges in U.S.-China negotiations, particularly the disconnect in diplomatic approaches between President Trump's preference for direct leader-to-leader negotiations versus China's more conservative impulses

- Chinese confusion about what specifically the U.S. wants in trade negotiations

- The importance of firmly opposing China’s well-known harmful trade practices (technology theft, subsidized overcapacity) while not decoupling the entire U.S.-China economic relationship

- China's potential retaliatory measures, including restricting rare earth metals exports and reconsidering U.S. Treasury bond holdings

- The strategic value of U.S. alliances in the Indo-Pacific and concerns about how current trade policies might affect these relationships

- The fragility yet resilience of China's economic and political system, including its cultural capacity for "eating bitterness" during difficult times

- Lambert's surprising ease of travel to China as a private citizen, suggesting China's desire to encourage more American visitors despite tensions

Follow us on X, @IndoPacPodcast; or on LinkedIn or BlueSky at our show title, Why Should We Care About the Indo-Pacific?

Follow Ray Powell on X (@GordianKnotRay) or on LinkedIn.

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Our podcast is produced by Ian Ellis-Jones and IEJ Media (on X @ianellisjones or LinkedIn).

This podcast is sponsored by BowerGroupAsia, a strategic advisory firm that specializes in the Indo-Pacific.

Corrected release (original contained the wrong audio file).

In an episode originally released by the China Global South Podcast titled, "South China Sea Update: Will the U.S. Really Defend the Philippines Against China?", co-host Ray Powell was interviewed about his work illuminating China's maritime gray-zone activities with SeaLight, and about the South China Sea security situation more broadly.

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Donald Trump strongly feels that U.S. security alliances in Europe no longer serve Washington’s long-term interest. In his view, the U.S. is being “ripped off” by wealthy countries that can afford to pay for their protection but choose to rely on the United States instead. He also says much the same thing about the U.S. military presence in Japan and South Korea.

Curiously, though, the Philippines is different. U.S. Secretary of Defense Pete Hegseth recently visited Manila and reaffirmed Washigton’s “ironclad” commitment to protect the Southeast Asian country against “China’s aggression.”

Ray Powell, director of the Sealight initiative at Stanford University’s Gordian Knott Center for National Security Innovation and host of the “Why Should We Care About the Indo-Pacific Podcast,” joins Eric and CGSP Southeast Asia Editor Edwin Shri Bimo to discuss why the national security team in Washington remains appears to be more committed to the Philippines than other alliance partners.

Founder and CEO of APAC Advisors Steve Okun joins Jim and Ray to talk about the suddenly raging trade war between the U.S. and China and what kind of impact it may have on the global trading system.

Steve observes that international investment is largely frozen due to the uncertainty about what the U.S. goals are, which tariffs are temporary versus permanent, and whether the U.S. and China can come to a negotiated settlement.

Steve also explains that while China has certainly exploited its advantage in manufacturing, the U.S. has long enjoyed its own advantage in the services sectors–such as entertainment, finance, health, and tourism. He says these U.S. industries may suffer under a more restrictive trade environment.

The discussion also turns to international organizations and groupings like the World Trade Organization, Asia-Pacific Economic Cooperation, and the Association of Southeast Asian Nations (ASEAN), and whether they are losing influence in the global system as the big powers go their own way.

Steve then speculates how U.S-China trade talks may proceed - and what cards Donald Trump and Xi Jinping believe they still have to play. Regardless, he expects continued volatility to continue as a new normal moving forward.

Follow Steve Okun on his very popular LinkedIn profile, or at his consultancy, APAC Advisors.

Follow us on X, @IndoPacPodcast; or on LinkedIn or BlueSky at our show title, Why Should We Care About the Indo-Pacific?

Follow Ray Powell on X (@GordianKnotRay) or on LinkedIn.

Follow Jim Carouso on LinkedIn.

Our podcast is produced by Ian Ellis-Jones and IEJ Media (on X @ianellisjones or LinkedIn).

This podcast is sponsored by BowerGroupAsia, a strategic advisory firm that specializes in the Indo-Pacific.

In an episode originally released by the China Global South Podcast titled, "South China Sea Update: Will the U.S. Really Defend the Philippines Against China?", co-host Ray Powell was interviewed about his work illuminating China's maritime gray-zone activities with SeaLight, and about the South China Sea security situation more broadly.

----------

Donald Trump strongly feels that U.S. security alliances in Europe no longer serve Washington’s long-term interest. In his view, the U.S. is being “ripped off” by wealthy countries that can afford to pay for their protection but choose to rely on the United States instead. He also says much the same thing about the U.S. military presence in Japan and South Korea.

Curiously, though, the Philippines is different. U.S. Secretary of Defense Pete Hegseth recently visited Manila and reaffirmed Washigton’s “ironclad” commitment to protect the Southeast Asian country against “China’s aggression.”

Ray Powell, director of the Sealight initiative at Stanford University’s Gordian Knott Center for National Security Innovation and host of the “Why Should We Care About the Indo-Pacific Podcast,” joins Eric and CGSP Southeast Asia Editor Edwin Shri Bimo to discuss why the national security team in Washington remains appears to be more committed to the Philippines than other alliance partners.