The day After

Yes, I am a little slow today. The giddiness and Cheshire Cat behaviour in me after yesterday’s article slowed me down considerably. It is not everyday that you realise that you have a corner that tech giants like Amazon, Google and Microsoft (optionally Apple too) are overlooking. You want to shout what they aren’t seeing from every rooftop, but that gives them the idea and leaves me out of pocket, so I am refraining from this. And at the moment the commercial manager from the Saudi Consulate is already 4 week late, as such there are (hopefully) more gains for me.

But it is not about that, but there is a link to some degree. Several give it to you, but I am going with the South China Morning Post who gives us ‘Saudi Arabia reaffirms energy ties with China amid US fears over oil cuts’. The article (at https://www.scmp.com/news/china/diplomacy/article/3197218/saudi-arabia-reaffirms-energy-ties-china-amid-us-fears-over-oil-cuts) also gives us:
 

• Saudi and Chinese energy officials agree to expand links in energy.
• Riyadh’s relations with Washington have long been unbalanced and the kingdom has more options now, Chinese analyst says.

And I warned for this some time ago, and there is a second speculative setting. A second decrees is not entirely fictive. The stage where Russia will push for this is decently large, Russia has a voice in OPEC+ and America has made enemies, especially by not dealing with Iran. Any win they get here reflects positive on Iran, it leaves a positive light on Russian acts and leaves America and the EU with negativity. I warned about this around February 10th 2022 (well over 10 months ago) when I wrote “The US has a massive disadvantage especially when they were all huffy and puffy on Saudi Arabia, reality bites and that presentable stage will have to be stopped at the earliest convenience (not for me, I am happy if the BAE takes over), yet these stages (also the one the CAAT forced) are all stages that the Kingdom of Saudi Arabia took notice of and China will be happy to show that with every presentation they bring.” The stage with tea grannies (image was there as well), and now we see the deployment of that stage and of course Russia wants every pound of hardship given to the EU and the US. In this OPEC+ is a much larger stage where Saudi Arabia is a strong voice, but not the only voice and Russia has other allies. The problems here is that this stage works for China, so not because it helps Russia, but because China has a lot more to gain, especially when the EU and US are slowed down. I did not have a view on the stage a day or a week ago, I saw this danger 10 months ago. So when we are given “Riyadh’s relations with Washington have long been unbalanced” we are given a much larger truth. The Biden administration has options 10 months ago, now not that many and China’s grip is growing, Washington allowed it to be that way. Washington has a delusional stage that reflects on ‘We can have our cake and eat it too’, it is delusional because you cannot have or do two good things at the same time that are impossible to have or do at the same time. You can have cake, or eat cake, but the ‘analysts and theorists’ come with that example, yes we can and where are those dopey’s now? Now that the ball is handed to the other party when you are deep into defence? 

That is a stage that is becoming increasingly hard for the US. They lost the option of being a super power a long time ago, they forfeit what they have because they believed the wrong people and now that is becomes a game of spin, we see the larger stage that ABC showed in the beginning of the month with ‘US ammunition supplies dwindle as Ukraine war drains stockpiles’, yes they were willing to hand it out, but they aren’t replenishing stocks, as such the Ukraine will soon be dependent on the EU and the US cannot afford to replenish its stock at present and the makers of ammunition are all about the green, they have profit margins. As such the day after looks less and less appealing. So they are losing provisions on one side and are losing revenue and resources on the other side. An unbalanced stage from the beginning and that is the larger folly. But the US can revisit those theorists with their ‘You can have your cake and eat it too’ and ask for an explanation. They will not get anything useful, but that is the problem with these theorists on inactivity. I gave the world this view 10 months ago and reading between the lines there was a lot more, but the US doesn’t pay me, so I see no reason to spell it out to them, they pay massive amounts to people to do that for them.

Giving the stage to every Tom, Dick, Harry and tea granny with a cause is now costing too many players too much and the invoice will be due, in this case the invoice is most likely offered to China who sees several reasons and several benefits. If you want to warn us of the Chinese danger, handing them billions in revenue is not a good idea. It diminishes your danger message and it leaves you with empty coffers as well. Wasn’t the Huawei story enough of a warning? 

I will let you mull that all over today, have a great one.