Wednesday, July 22, 2026

Iran war’s $37bn price tag: Why does the Pentagon want $67bn more?


 


Iran war’s $37bn price tag: Why does the Pentagon want $67bn more?

The US must rapidly replenish its stockpiles of weapons as the war on Iran rages on.

United States Defense Secretary Pete Hegseth has said that the months-long US-led war on Iran is estimated to have cost about $37.5bn so far, asking for twice that amount to continue fighting.

Hegseth provided the estimate during an intense session in Congress on Tuesday while speaking to lawmakers of the Senate Appropriations Committee (SAC), where he attempted to justify additional funding requests for a conflict that Washington claimed to have won months ago.

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The new estimates are significantly higher than previous figures Trump administration officials provided between April and June.

Democrat and Republican senators grilled Hegseth and General Dan Caine, chair of the Joint Chiefs of Staff, over the cost of the war and the US’s failure to show results.

“Secretary Hegseth, despite your failure to win this war, you are back now before Congress asking for almost $70bn in additional funding,” Senator Gary Peters, a Democrat, said. “You are asking the American people for a blank cheque.”

“We need straight answers,” Republican Senator John Kennedy added during the tense questioning.

The testimony came as a June agreement between Tehran and Washington has broken down, and as the US has launched 11 consecutive nights of attacks on Iran.

The US has already racked up thousands of dollars in weapons bills since the war began on February 28, and is increasingly using up its stockpiles.

At least 18 US service members are dead, and about 500 are injured. Globally — including in the US — petrol prices and living costs are soaring.

Here’s what we know about Hegseth’s war maths:

An antiwar protester holds a sign as US Secretary of Defense Pete Hegseth and Chairman of the Joint Chiefs General John Caine testify on the Defense Department’s budget before the Senate Committee on Appropriations in the Dirksen Senate Office Building in Washington, DC, on July 21, 2026
An antiwar protester holds a sign as US Secretary of Defense Pete Hegseth and Chairman of the Joint Chiefs General John Caine testify on the Defense Department’s budget before the Senate Committee on Appropriations in the Dirksen Senate Office Building in Washington, DC, on July 21, 2026 [Jim Lo Scalzo/EPA]

How much has the US spent on the war so far?

Hegseth told the SAC on Tuesday that $37.5bn had been spent on the US’s war on Iran so far.

The amount is much higher than the $25bn estimate the Defense Department had given the Senate in April, during the US’s first phase of the war tagged Operation Epic Fury.

At the time, Assistant Secretary of the Army Jules Hurst III told the House Armed Services Committee that most of the costs had gone to munitions, operations, as well as equipment maintenance and replacements.

Other independent estimates put the war’s costs at about $1bn a day, reaching more than $100bn by mid-July. Trump administration officials have not provided broken-down figures.

INTERACTIVE - economic COST OF US WARS - JUL 22, 2026 -1784719283
(Al Jazeera)

Why is Trump asking for $67bn more?

Hegseth also told senators that the US would need an additional $67bn – nearly double the current bill – to keep up the war effort.

“He’s not making this up,” Paul Musgrave, a professor at Georgetown University in Qatar, told Al Jazeera, adding that this was an unpopular war Americans did not ask for.

“The United States will need to replenish its arsenals [as] the munitions and the airframes that have been used in this conflict need to be replaced,” he said.

US President Donald Trump first requested supplemental funding from Congress earlier in June, spurring Hegseth’s testimony in the Senate.

The White House asked for $87.6bn in additional funding for the 2026 budget year. More than three-quarters of that, or $67.1bn, has been earmarked for the Department of Defense.

US weapons stockpiles are running low amid the war on Iran, investigations show, and replenishing them will take billions of dollars and between several months and several years.

Analysis by the Center for Strategic and International Studies shows that the US has used up significant numbers of its most powerful munitions on Iranian targets.

Stockpiles of at least four munitions – Patriots, THAADs, Standard Missile-3 (SM-3), and Precision Strike Missiles (PrSM) are now at 50 percent or less, compared with pre-war levels, according to the analysis.

The additional defence funding Trump’s administration has requested forms part of a $1.5 trillion budget proposal for the Defense Department for the 2027 fiscal year, according to Hegseth. The supplement will go towards weapons production and procurement, payroll, operational costs, training, and replacing damaged or lost equipment.

The 2027 defence budget, if approved by Congress, will represent a 44 percent increase in annual US defence spending and will be the highest such budget in the country’s history.

Already, US defence spending in 2026 was at a record high – $1.05 trillion. Comparatively, Washington spent $919.2bn on defence in 2025.

Hegseth, in his presentation to the SAC on Tuesday, said the additional funds and the record-high 2027 budget were a “generational investment”.

If Congress fails to approve them, the US “will face critical shortfalls that threaten our ability to pay our service members, replenish some of the equipment and munitions consumed during contingency operations and sustain vital global operations without disruption,” Hegseth warned.


Ramasamy: Hannah Yeoh opens a politically combustible Pandora Box of DBKL’s ethnic imbalance





Ramasamy: Hannah Yeoh opens a politically combustible Pandora Box of DBKL’s ethnic imbalance


By Prof Ramasamy Palanisamy
11 hours ago




FEDERAL Territories Minister Hannah Yeoh might rubbish the claim that “there are only eight non-Malay staff” – seven Indians and one Chinese – among the 10,000 employees under the Kuala Lumpur City Hall’s (DBKL) payroll.

Yet she was not embarrassed in the least to disclose the actual figures of non-Malay employment in DBKL.


She confirmed that out of DBKL’s total workforce of 9,131 as of July 1, 490 are Indians and 22 are Chinese.

Furthermore, she revealed that within DBKL’s management, there are 10 Indians and two Chinese.

Hannah Yeoh
on Tuesday

Sekarang kempen pilihanraya negeri sedang berlangsung, pelbagai "fake news" dikongsi dalam Whatsapp. Jangan mudah percaya!

Fakta perlu diperbetulkan dengan data yang tepat

Satu poster yang sedang disebarkan mendakwa Dewan Bandaraya Kuala Lumpur mempunyai 10,000 kakitangan tetapi hanya tujuh warga kerja India dan seorang warga kerja Cina. Dakwaan tersebut tidak menggambarkan data perjawatan sebenar.

...See more
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In percentage terms, Indian employees make up around 5.37% of DBKL’s workforce while Chinese employees account for only 0.24%.

Since there is no information on the total number of personnel in the management category, it is not possible to calculate the percentage of non-Malay employees at that level.

It can be taken for granted that most of the non-Malay employees, especially Indians, in DBKL are in the rank-and-file category.

It goes without saying that the vast majority of employees, both in the management and rank-and-file categories, are Malays.


Quest to correct balance

The employment pattern of non-Malays in DBKL mirrors the broader ethnic composition of the country’s civil service.

More than 90% of civil servants are Malays while the presence of non-Malays in the civil service continues to shrink.




The Segambut MP might have corrected the absurd claim that there are only eight non-Malay employees in DBK but by revealing the actual ethnic composition of its workforce – one that is heavily skewed in favour of Malays – she has inadvertently opened a controversial and politically combustible Pandora’s Box.

The question is what is she going to do about correcting the ethnic imbalance in DBKL that militates against non-Malay employment?

She did mention that she has asked for a review of the recruitment process in DBKL with the intention of addressing the one-sided nature of employment.

Yeoh might have good intentions in improving the ethnic imbalance in DBKL’s workforce but I seriously doubt that she has the political courage to venture into this highly combustible territory.

Even DAP leaders might not welcome the party’s national deputy secretary-general raising the question of non-Malay employment in DBKL. – July 22, 2026



Former DAP stalwart and Penang deputy chief minister II Prof Ramasamy Palanisamy is chairman of the United Rights of Malaysian Party (Urimai) interim council.

Iran Blasts US 'Fabricated Pretext' To Hit Pickaxe Mountain, Launches More Attacks On Bahrain, Saudi Arabia, Jordan






Iran Blasts US 'Fabricated Pretext' To Hit Pickaxe Mountain, Launches More Attacks On Bahrain, Saudi Arabia, Jordan



by Tyler Durden
Wednesday, Jul 22, 2026 - 10:25 PM


Amid continued fighting which has included explosions heard in Tehran overnight and in the south, Iran's leadership has condemned the Trump administration's "obsessive focus on Kolang Kouh where no nuclear activity is taking place is nothing more than a fabricated pretext for aggression, destruction, and sabotage," according to Foreign Minister spokesman Esmail Baghaei in a post on X, referring to Pickaxe Mountain.

He pointed out that all of Iran's nuclear activity has long been fully declared to the IAEA, and so the repeat threats out of Washington to mount a major attack on it is a "flagrant violation" of UN charter and international law. Trump had said the day prior that the US military will be hitting Pickaxe mountain "pretty soon very heavily and there is nothing they can do about it."


IRIB via AFP/Getty Images


Even some supporters have quested why he would so casually telegraph his intentions, saying the Pentagon loses an operational edge in revealing such plans. "Israeli intelligence believes Iran moved thousands of uranium-enrichment centrifuges into tunnels deep inside a mountain last fall, Israeli and U.S. officials say, a development that would heighten concerns that Tehran could reconstitute its nuclear program," The Wall Street Journal wrote Tuesday.

"Israel passed along the intelligence findings to the U.S., saying the centrifuges were transferred to the Pickaxe Mountain site last fall after the 12-day war in June when American and Israeli strikes pummeled Iran’s three main nuclear sites," it added.

There's been a lot of sudden focus on Pickaxe Mountain, though it had largely been absent from all prior media coverage of the war, due to Israeli intelligence feeding it to US mainstream press.

And now, by all accounts, more aircraft, refueling planes, and heavy military hardware continue to be transferred from Europe and into the Central Command area of responsibility.

The Iranians might see this as more simply extra targets to be taken out, however, as Gulf countries continue to see inbound attacks. Missile alerts have been sounding Wednesday in Saudi Arabia, and again in Bahrain. ISNA reports (via Newsquawk): Drone and missile attacks on Bahrain and Saudi Arabia; US Fifth Fleet in Bahrain and US base in Saudi Arabia targeted.

  • Bahrain has faced almost daily bombardment recently due to hosting the US Fifth Fleet headquarters.
  • Saudi Arabia has been pulled into the firing line after the collapse of a previous multi-year ceasefire with Iranian-backed factions.

Soldiers in Jordan seem to be prime targets of Iranian ballistic missiles, in an extremely dangerous situation, after several American soldiers already died there in the past week:

Jordan too continues to see significant inbound projectiles from Iran. Iranian state media has newly announced that F-15 warplanes, drone preparation infrastructure and a helicopter storage facility at Prince Hassan and King Faisal bases were targeted in recent ballistic missile launches.

IRNA news agency claimed that eight new American MQ-9 drones were destroyed and two others “severely damaged” in the attack, and in addition two helicopters were damaged.

The fresh Wednesday morning initial reports of potential further inbound missile on Bahrain and Saudi Arabia have pushed oil prices higher.



Meanwhile Secretary of State Marco says the US is in contact with Saudi officials over the ongoing threat by Yemen's Houthis to attack commercial vessels and disrupt Saudi shipping in the vital Bab al-Mandeb waterway in the Red Sea. This is squeezing global oil further.

"We’ve been engaged with the Saudis a number of times over the last week in regards to that threat. It’s not a new threat, but it’s one that’s manifested itself in the past," he told reporters in his latest remarks.

More overhead imagery shows serious damage and destruction and American military outposts in Jordan:


In words which Tehran officials "At the gist of that issue is the fact Iran is in the middle of it. Talking about the troublemaker of the region, it’s Iran," said Rubio.

"It’s just another example: the Houthis, Hezbollah, the militias in Iraq, Hamas – this is what Iran spends its money on, not on its people, on supporting terrorist organizations and destabilizing actors in the region," he added in Washington's characteristic 'axis-speak' of 'bad actors'.


Malaysia will not bow to US congressional pressure over Israeli nationals’ issue - Loke (UPDATED)





Malaysia will not bow to US congressional pressure over Israeli nationals’ issue - Loke (UPDATED)


Loke insists that government policies are determined by national interests and sovereignty rather than external pressure

Updated 1 minute ago · Published on 22 Jul 2026 5:31PM


The Cabinet is clear that there is no need to comply with demands from foreign countries - July 22, 2026



THE government will not yield to pressure from eight United States Congress members who have called for Washington to review its relations with Malaysia, Transport Minister Anthony Loke said.


Loke said the Cabinet had been briefed on the matter and had decided that Malaysia would stand firm against any external demands or pressure.

His remarks came after eight US lawmakers sent a letter to US Secretary of State Marco Rubio expressing dissatisfaction with Prime Minister Datuk Seri Anwar Ibrahim’s firm stance on the immediate expulsion of Israeli nationals from Malaysia.

Loke stressed that Malaysia was a sovereign nation and would not allow decisions affecting the country to be dictated by external parties.

“The Cabinet has been informed, but we have decided to maintain our position. There is no need to comply with demands from foreign countries.

“The decision was not made because of pressure from foreign countries, but based on the interests of the country and its people,” he said when met during a casual programme in Kampung Chennah today.

Loke said the Prime Minister’s decision to remove Israeli nationals from Malaysia reflected a firm stance and demonstrated the government’s determination to safeguard the country’s sovereignty.

He added that Malaysia’s policies would continue to be guided by national priorities and the welfare of its people, rather than influenced by pressure from abroad.

Remarks Deemed "Rude"

On a similar note, the government has rejected criticism from eight United States congressmen over its decision to expel Israeli nationals, with Unity Government spokesman Datuk Seri Fahmi Fadzil describing the lawmakers' intervention as "rude" and an attempt to interfere in the country's sovereign affairs.

Fahmi said the government would formally convey its position to the US Embassy, stressing that immigration decisions are a matter of national sovereignty and that Malaysia has the right to remove any foreign national found to have breached its laws or immigration conditions.

“We will not remain silent and we will certainly deliver a very clear message to the US Embassy. Do not interfere in Malaysia's internal affairs, including our immigration matters.

“Our country is a sovereign nation. If any party or individual is found to have violated the stipulated conditions, we have the authority and the right to remove and expel them. So, do not attempt to interfere in our internal affairs. That is not appropriate and we will ensure the US Embassy is made aware of our position,” he said.

Fahmi added the Cabinet had reaffirmed its firm stance on the Network School investigation in Forest City, adding that ongoing probes into 11 individuals suspected of holding dual citizenship had so far found no Israeli nationals among the 266 people interviewed by the Immigration Department and other authorities. - July 22, 2026

US lawmakers demand M'sia reverse 'anti-Semitic' policy in 15 days, propose military funding cut










US lawmakers demand M'sia reverse 'anti-Semitic' policy in 15 days, propose military funding cut


Published: Jul 22, 2026 12:01 PM
Updated: 2:44 PM



Several US lawmakers have urged Malaysia to reverse what they described as an anti-Semitic policy within 15 days, proposing that Washington suspend military training funding if Putrajaya does not comply.

The call was made in a letter by eight House Democrats, led by Congressmen Josh Gottheimer and Greg Landsman, to US Secretary of State Marco Rubio, following Prime Minister Anwar Ibrahim’s recent remarks that Malaysia would track down and deport any Israeli citizens found in the country.

In the letter, the lawmakers asked the US State Department to clarify what steps it was taking in response to Anwar’s remarks, while urging Rubio to suspend the International Military Education Training programme if Malaysia did not reverse the policy within 15 days.

The lawmakers also accused Malaysia of maintaining ties with Hamas, claiming that the group’s fighters had trained on Malaysian soil.

They alleged that the Malaysian government was “welcoming terrorists while targeting Jews”.

[More to follow]

Tremors felt in Klang Valley after North Sumatra earthquake





Tremors felt in Klang Valley after North Sumatra earthquake


Meteorological department confirms that tremors were felt on the west coast of Peninsular Malaysia


The meteorological department said the quake occurred at 12.18pm with an epicentre 55km southwest of Langsa, Indonesia, at a depth of 10km. (MetMalaysia pic)


PETALING JAYA: Residents of Klang Valley reported feeling tremors after an earthquake measuring 5.7 on the Richter scale occurred in North Sumatra, Indonesia.

The meteorological department said the quake occurred at 12.18pm with an epicentre 55km southwest of Langsa, Indonesia, at a depth of 10km.

“Tremors were felt on the west coast of Peninsular Malaysia,” it said in a Facebook post.


Some netizens reported feeling the tremors in Petaling Jaya, Kajang, Puchong, Klang and Selayang.

This is not the first time that earthquakes in North Sumatra have caused tremors in Malaysia.


In March, a 6.5-magnitude earthquake off the west coast of North Sumatra led to tremors across northern states of Peninsular Malaysia and the surrounding areas. There was no tsunami threat.

In February 2022, occupants of multiple high-rise buildings in the Klang Valley and Melaka were evacuated after feeling tremors caused by a 6.1-magnitude earthquake, again in North Sumatra.

Anwar’s Negeri Sembilan campaign debut aims to boost Pakatan election momentum






Anwar’s Negeri Sembilan campaign debut aims to boost Pakatan election momentum



On the fifth day of campaigning today, Prime Minister Datuk Seri Anwar Ibrahim's first campaign appearance is expected to provide a major boost to the coalition’s efforts to retain the state government led by Datuk Seri Aminuddin Harun. — Bernama pic


First Published: Wednesday, 22 Jul 2026 12:12 PM MYT
Last Modified: Wednesday, 22 Jul 2026 12:22 PM MYT




SEREMBAN, July 22 — Prime Minister Datuk Seri Anwar Ibrahim will hit the campaign trail in Negeri Sembilan today in an effort to further strengthen Pakatan Harapan’s (PH) momentum in the ongoing state election.


On the fifth day of campaigning today, the PH chairman’s first campaign appearance is expected to provide a major boost to the coalition’s efforts to retain the state government led by Datuk Seri Aminuddin Harun.

Anwar, who is also PKR president, is scheduled to attend four programmes in the Ampangan, Paroi, Sikamat and Senawang areas, including engagements with the community and youths as well as a PH mega ‘ceramah’ (talk).


He will begin his programme schedule at 4 pm with ‘Santai Petang Bersama Warga Ampangan’ at Benteng @ Medan Selera Ampangan, before attending the ‘Jelajah Rakan Muda’ programme at the Negeri Sembilan Youth and Sports Complex (KOMBES), Paroi, at 5 pm.


Tonight, he is scheduled to attend the Sikamat constituency unity dinner before joining the Paroi PH mega ceramah at Pusat Bandar Senawang.

Anwar’s presence is also expected to further reinforce PH’s campaign message on its manifesto launched on Monday, which outlines 10 key commitments aimed at making Negeri Sembilan a more developed and inclusive state.


In the 16th Negeri Sembilan state election, PH is contesting all 36 state seats, with 16 candidates from PKR, 11 from DAP and nine from Amanah.

The Election Commission (EC) has set early voting for the Negeri Sembilan state election on July 28, while polling day is on Aug 1.

For the latest news on the state election, visit https://prn.bernama.com/n9. — Bernama

Brent crude surges to one-month high as Iran attacks US radar





Brent crude surges to one-month high as Iran attacks US radar



Brent crude was trading up 1.2 per cent at US$92.09 (RM377) a barrel at around 0130 GMT, its highest intraday price since June 11. — AFP pic

First Published: Wednesday, 22 Jul 2026 10:33 AM MYT


HONG KONG, July 22 — Oil rose in Asian trade today, with Brent crude hitting its highest price in more than a month, as Iran targeted US radar and air defence installations in the Gulf.

Brent crude was trading up 1.2 per cent at US$92.09 (RM377) a barrel at around 0130 GMT (9.30am Malaysian time), its highest intraday price since June 11.


West Texas Intermediate (WTI), the main US oil benchmark, climbed 1.1 per cent to US$85.23.

Iran stepped up its attacks in the Middle East on Tuesday, after its war with the United States resumed.


The country said it had attacked and stopped two “non-compliant oil tankers” attempting to transit the Hormuz strait.


Tehran has attempted to blockade the strait — through which a fifth of the world’s oil supplies transited before the war — as leverage since the US-Israeli attack that kickstarted the war in February. — AFP

US launches new attacks; Hegseth says war has cost $37.5bn

 



Iran war live: US launches new attacks; Hegseth says war has cost $37.5bn



Indonesia orders 12 combat jets from Italy’s Leonardo





Indonesia orders 12 combat jets from Italy’s Leonardo


The M-346 F 'Block 20' procurement follows a US$8.1 billion agreement with French firm Dassault for 42 Rafale fighter jets


The M-346 would provide Indonesia with combat capabilities and advanced pilot training, with first deliveries expected from 2030. (Leonardo pic)


MILAN: Indonesia has ordered twelve light combat aircraft from Leonardo as the country strengthens its air defence system, the Italian aircraft manufacturer and local partner PT ESystem Solutions Indonesia announced Tuesday.

The procurement order for the dozen M-346 F ‘Block 20’ aircraft, a top-selling Leonardo item, follows the signing in 2022 of an US$8.1 billion contract between Indonesia and French firm Dassault for 42 Rafale fighter jets.

The M-346 “will provide both multi-role combat capabilities and an advanced training platform for Indonesian pilots,” Leonardo stated, with first deliveries expected from 2030.


No value was disclosed for the order, but an Austrian order for twelve identical aircraft in late 2025 was reported in the media to be worth €1.5 billion.

More than 170 M-346 aircraft have already been ordered, and Indonesia will become the 23rd nation to operate it, Leonardo said.


Indonesia has additionally signed a letter of intent to buy AW149 multi-role helicopters for its navy, intended for search and rescue missions as well as civil protection duties.

A RM20 million bet in Sepang could crack China’s battery stranglehold





A RM20 million bet in Sepang could crack China’s battery stranglehold


2 hours ago
K. Kathirgugan


This month, a small factory in Sepang begins producing what its maker says is Asean’s first homegrown electric vehicle battery. Its output is tiny. Its significance is anything but





The most important part of an electric vehicle (EV) is not the motor, the software or the badge. It is the battery, typically the single costliest component in the car. And until now, every EV sold in Malaysia has had a battery born somewhere else, mostly in China.

This month, that changes.


In a modest 15,000 square foot facility in Suria Industrial Park, Sepang, a company called Gigafactory Malaysia will begin small-scale production of a graphene-enhanced lithium-ion battery, according to a report by Nikkei Asia. The technology was developed right here at home, at a cost of around RM20 million.

Gigafactory Malaysia is a wholly-owned subsidiary of NanoMalaysia Berhad, an agency under the science, technology and innovation ministry (MOSTI). Incorporated in 2011 to commercialise nanotechnology, it has spent years quietly plugging away at energy storage, including a battery-supercapacitor hybrid EV project with Universiti Teknologi Malaysia, built on a converted Perodua Myvi.


“We are on the verge of operationalising Malaysia’s first local battery technology production factory,” NanoMalaysia chief executive Rezal Khairi Ahmad told Nikkei Asia. The project, he said, was “likely the first of its kind in Asean. No other country in the region is producing homegrown battery tech”.

The clever bit is in the chemistry. The battery uses a conventional nickel manganese cobalt formulation, but swaps the graphite normally used in the negative electrode for graphene, a sheet of carbon just one atom thick.

Rezal says this increases energy storage capacity by up to three times, with a projected driving range of up to 640km per charge, and support for fast charging.

The factory will start small, then scale to megawatt hour (MWh) output as early as September. A first order for a 25-kilowatt hour (kWh) pack, roughly the size of a small EV’s battery, has already come in from a local organisation that NanoMalaysia has not named, with more deals being finalised and export markets like Indonesia, South Korea, India and Pakistan in its sights.


Why does this matter? Three reasons.

First, the global battery market is a Chinese monopoly in all but name. According to South Korean research firm SNE Research, China’s CATL alone supplied 40.2% of the world’s EV batteries in the first five months of 2026, with compatriot BYD taking another 14.4%. In the first four months of the year, seven Chinese companies together controlled 72.2% of the market.

Carmakers everywhere are desperate to diversify away from this chokepoint, especially after Beijing showed its willingness to restrict exports of graphite, the very material NanoMalaysia’s battery replaces.

Even at home, Perodua has publicly lamented that Chinese vendors for its QV-E electric car were not meeting its quality standards, delaying production. A credible local supplier would be an answer to a question the entire industry is asking.


Second, batteries are the future, full stop. We are electrifying everything, and every electron needs somewhere to sleep. The International Energy Agency (IEA) reports that battery storage is the fastest growing power technology in the world, with 108 gigawatts added globally in 2025 alone, 40% more than the year before, as costs have fallen more than 90% since 2010.

“Batteries are changing the game before our eyes,” IEA executive director Fatih Birol has said.

He is right, and the game is being played in Malaysia too. Malaysians registered 44,813 EVs in 2025, more than double the year before, and our newest solar tenders now require grid-scale battery storage built in. Every one of those batteries, in every car and on every grid, is currently imported.

Third, batteries are exactly the kind of industry Malaysia says it wants. We have spent four decades assembling other people’s technology, capturing slivers of value while the intellectual property, and the fattest margins, sit elsewhere. A homegrown battery industry flips that script, creating high-skill jobs for local electrochemists, materials scientists and process engineers rather than shipping our brightest abroad.

The ecosystem logic is sound too. NanoMalaysia is eyeing a nickel supply partnership with neighbouring Indonesia, which holds the world’s largest reserves, and is working on recycling end-of-life batteries to secure raw materials. That is a value chain, not just a factory.

Now, some honesty about scale. At full tilt, the Sepang plant will produce about one MWh of batteries a year, roughly 92,000 cells. CATL ships that much capacity every few minutes.

Nobody should pretend Malaysia has birthed a battery giant.

But every giant starts as a seed. Taiwan Semiconductor Manufacturing Company, or TSMC, was a government-backed long shot in 1987 that few took seriously. It now produces over 90% of the world’s most advanced chips.

The lesson is not that success is guaranteed. It is that no country ever built a strategic industry without planting something small and unglamorous first.

For once, Malaysia is not waiting to buy the future second-hand. This month, a battery will roll off a Malaysian line carrying Malaysian intellectual property.

Small cell. Big spark. Let’s keep it charged.

SITUATION CRITICAL FOR UKRAINE. NO MORE AIR DEFENSES.

 

Tuesday, July 21, 2026

SITUATION CRITICAL FOR UKRAINE. NO MORE AIR DEFENSES.



There is much intrigue inside Ukraine. The Minister of Defense has been fired and there are protests against the unelected government. The Minister of Defense (Fyodorov??) was advocating for drone warfare which has not been successful against the Russians. Last week in Turkey NATO pledged US$70 BILLION annually to fund the war against Russia. The new drone warfare supply chain (in the EU and NATO) is eyeing this money. The old guard is also eyeing this US$70 billion.  

Here is a three minute video of the port city of Odessa. The Russians say 'Adiyessa'. If you double the playback speed on YouTube you can watch this in 1.5 minutes. 


This is part of the Russian summer offensive of 2026. Prior to this Odessa was largely unmolested.  As you can see the port is burning. Odessa has been effectively put out of commission. It does not function as a port anymore. When the Russians take Odessa Ukraine will lose access to the sea. 

Other things are moving at a rapid pace. Ukraine has lost all its air defenses. There are no more American made Patriot anti-aircraft missiles in operation in Ukraine. Each Patriot battery costs US$1.0 billion. Ukraine had EIGHT Patriot missile batteries (ie US$8.0 billion). They were supplied by NATO. Now all these Patriot missile batteries have been destroyed by the Russians. The Americans are not able to resupply Ukraine with the Patriot missiles because of the situation in the Middle East. I say 'situation' because there is no real war in the Persian Gulf. The Iranian regime has resorted to shooting at Kuwait, Jordan, Bahrain and other Gulf states. So the Americans are strengthening their Patriot batteries in the Middle East. The Patriots in the Middle East have far better success against the Iranian missiles. 

In Ukraine the Patriots were never able to shoot down any of the Iskandar and Khinzal hypersonic missiles which the Russians kept firing. And the Patriots certainly cannot shoot down the super hypersonic Oreshnik missile. (The Russians say 'Ariyeshnik').

This Ukraine war has proven the total collapse and inadequacy of all Western weapons systems against Russian weapons. The Russian technology is far superior. Even in the drone war a high percentage of Ukrainian UAVs are being shot down by Russian anti-drone defenses whereas the Russian made jet-powered Geran drones now rule the skies over Ukraine (picture). The Geran drones are quite unstoppable. They carry 50kg - 90kg warheads and fly at 500 km/h with a range of 450 km. 


This week a few EU ambassadors in Moscow asked to meet the Russian Foreign Ministry. They proposed a ceasefire but according to the same terms the EU / NATO have been repeating the past few years. So the Russians sent them away.

In April 2026 there was an exchange of remains of soldiers killed in combat.

  • Russia returned the remains of 1,000 Ukrainian soldiers.
  • Ukraine returned the remains of 41 Russian soldiers.
  • The ratio was 1:25 (Russia : Ukraine).

In a more recent repatriation of remains of soldiers the Ukrainians returned the remains of 500 Russian killed. The Russians returned over 10,000 Ukrainian killed. The ratio was over 1:20 (Russian : Ukrainian). 

The Hamas war was executed on the orders of the Muslim Brotherhood which is based in Turkey, Qatar, Europe and the US. The people of Gaza knew little about it until it happened.  Likewise the Ukraine war was executed on the orders of the British and NATO. The people of Ukraine have nothing to gain from this war.