When it rains, it pours

That was the very first thought I had when I was confronted with the opinion piece in the Middle East Monitor (at https://www.middleeastmonitor.com/20241129-saudi-arabia-abandons-pursuit-of-us-defence-treaty-over-israel-stalemate/) where we see ‘Saudi Arabia abandons pursuit of US defence treaty over Israel stalemate’. I have said it before and I will say it again. The US needs to stop their stop gap resolution of “We can do this, if we can have….” That is a setting that is past tense. America needs to open all valves to get any revenue out of Saudi Arabia (and other nations there). Now that we see “Saudi Arabia is now pushing for a more modest military cooperation agreement, two Saudi and four Western officials told Reuters” the US needs to stop its appeasement trajectory. On the plus side China is pretty happy with that flawed approach from America. There is every chance that China will open the flood gates and let Saudi Arabia go nuts on the Chengdu J-20. 

Is this a given? Nope, but for others to see Saudi Arabia embracing the J-20 is the first sign that America is about to lose several contracts. Not all (it fits with the modest military cooperation agreement setting) I predicted a loss of 40% towards the US defense contracts and so far there are indications that 30 billion left American shores for Europe and China (unverified numbers). But the first stage has been reached. And the setting changes if this does happen. The American loans are set to a 90%-95% fulfilment of contracts and there are larger consideration that America will at best get 60%-65% restated for America. And it gets worse for the US, Saudi Arabia has stated to grow its national defense settings and if China makes that happen all whilst Antony Blinken remains in the appeasement setting, the losses will get worse. I speculate a lot worse, but I don’t have access to anything reliable for the numbers in that game. As such, I need to add the ‘speculation’ label as I haven’t been connected to defence parties for 42 years. 

We are also given “Crown Prince Mohammed Bin Salman has again made recognition of Israel conditional on it taking concrete steps to create a Palestinian State” I understand that setting, but I personally belief that this should be done after the eradication of Hamas. Saudi Arabia has been under attack through Iranian proxies for too long and as such the three terrorist organisations Hamas, Hezbollah and Houthi their eradication becomes a near essential. You want to doubt this? That’s fair but the essential setting becomes that Iran wants to stop the achievements of Neom (including Sindalah, the Line, Trojena, Oxagon and Magna). At some point One of these three parties will be added to the work roster of them and they will introduce small flaws, flaws that might not be noticed now, but in a year or two when things start to go wrong, the costs will enormous. An Iran will be quiet for a larger share of the table that is how it starts and Saudi Arabia is too far ahead now. If we want to protect the achievements of Saudi Arabia eradicating Hamas, Houthi and Hezbollah forces becomes the larger setting. All those weakhearted lefties will argue that these people are really sorry and should be forgiven. I say hell with that and eradicate them all. Or have you all forgotten how Saudi Arabia was on the verge of setting the larger stage to include Israel? Some will say that Hamas was brilliant and I say that this is the final straw setting the stage of eradication for these three puppets of Iran. And Iran knows that Israel is about to settle the attacks on the territory of Israel and that would escalate things even further. Now that will happen in two stages. In the first the attacks that Hezbollah will vie for and the threats from Iran takes it even further. The danger here is that Iran could ‘press’ Houthi forces further and that would force the hand of Saudi Arabia. In that stage China could proceed by handing Saudi Arabia a support setting of the Chengdu J-20 as well as the primary delivery of the speculated Xi’an H-20. I reckon that it is not completed yet, but they could hand 3 of these puppies to Saudi Arabia so that the Saudi Airforce could strike against the Houthi Forces. (I did say could, not will). Consider that these two planes would be readily sought by other Arabian nations (including Egypt, Jordan and Iraq) this is largely speculative, but it allows China to take more and more slices from American defence industries. And as this happens Iran needs to hide, because these choices would reduce the Houthi forces to next to nothing and at that point Iranian actions would fall flat and at that point Israel has options and Hamas should have none left. 

As such the Saudi war hammer will carve slices of Yemen to rubble. In all this there are two sides that matter. The first is that the west ignored that stages that China prepared for and now we see that Saudi Arabia has selected for “a more modest military cooperation agreement” with America, as scheduled the door opens for China to get more of towards America assigned spending. As I personally would speculate is that Saudi Arabia is now in a good place to negotiate and as Blinken seemingly trusted on “We can do this, if we can have….” We see that America endangered its position for defence spending. I believe that I am correct, but there are signs that it is based on a opinion piece. Not on reported facts.

What people need to realise is that this all started on October 7th 2023 when Hamas struck the Nova music festival massacre, overall 1,139 people were killed and 250 Israeli civilians and soldiers were taken as hostages to the Gaza Strip. That started this mess but the media is extremely willing to avoid certain matters. And now we see a larger setting Saudi Arabia is (as I personally see it) ready to find a new defence partner and spend billions with that new partner. 

So when some will call this a mild rain, consider that thought because those billions would have paid for the loans which could now fall short of payment for the next few years.

As such appeasement becomes deadening. America made a massive booboo as I see it. Have a fun day.