Iranian terror in London & why the US needs China to rearm

The UK is in shock after an Iran-linked Islamist group claimed yet another attack on Jews in London.

In the wake of the Golders Green stabbing attack, national security editor Rozina Sabur looks at what we know about the shadowy online group known as Harakat Ashab al-Yamin al-Islamia (HAYI) and its links to the Iranian regime.

Plus, as Donald Trump weighs whether to take further military action against Iran or in the Strait of Hormuz, Samuel Olsen, chief analyst at risk and intelligence firm Sibylline, explains that the conflict has further indebted the US to China. Why? Beijing’s near-total dominance of the supply chain of rare earths and critical minerals, which every bit of modern military kit requires. Trump’s upcoming visit to Beijing to meet Xi Jinping is likely to centre on this issue - as well as Taiwan.

Elsewhere, Venetia Rainey and Sophia Yan analyse what we learned from Secretary of Defence Pete Hegseth’s first under-oath testimony on the war and why the ceasefire seems to be holding everywhere apart from Iraq.

Highlights

• Why the US cannot rearm post-Iran war without China
• Rozina Sabur on the Iran-linked group claiming to be behind the Golders Green attack

CONTRIBUTORS:

Venetia Rainey, co-host @venetiarainey

Sophia Yan, senior foreign correspondent @sophia_yan

Samuel Olsen, chief analyst Sibylline @samolsenx

CONTENT REFERENCED:

Project Vault: Trump’s battle to break China’s critical mineral stranglehold

https://www.telegraph.co.uk/news/2026/02/09/project-vault-trumps-battle-to-break-chinas-mineral-strangl/

China just proved it can cripple the US military in days. Now Trump is furious

https://www.telegraph.co.uk/news/2025/10/20/china-just-proved-it-can-cripple-the-us-military-in-days-no/

The Iranian sleeper cell bringing terror to Europe

https://www.telegraph.co.uk/world-news/2026/03/23/iranian-sleeper-cell-islamic-movement-companions-synagogue/

Producer: Peter Shevlin

Executive Producers: Venetia Rainey & Louisa Wells

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