An upcoming stage

There is a new, or better stated upgraded stage on the Horizon. Arab News (at https://www.arabnews.com/node/2611276/business-economy) gives us ‘Saudi Arabia’s drive to build a defense powerhouse’ Where we see “Saudi Arabia’s military equipment manufacturing sector is undergoing a significant expansion, emerging as a pivotal element of the Kingdom’s Vision 2030 economic diversification strategy to boost domestic industrial capacity.” It is not new, we were alerted to this years ago. The Kingdom of Saudi Arabia made it clear that near 2030 it needed to be able to create its own defense needs. This was clear from the beginning and as Such I kept tabs on this as anyone working in this sector tends to make clear and precise coin and a lot more than anyone else does. It is not greed, but it is the ethical need to get more money the traverses the need of the many. And it is not that I want to do things, but the need to create financial independence is pretty strong in any of us. But I looked deeper. I looked at the options of the day after tomorrow, not the next hour or the next day. Plenty can do that, it is the deeper look and the settling of possible accounts is where AI cannot take us. I can only look from the data it has and the ability to look to the day after tomorrow takes a lot more, it requires the ability to look at lateral processes, to see what comes after next and I reckon that I am seeing a few options here. 

The Arab News gives us “Under Vision 2030, Saudi Arabia aims to localize 50 percent of its military spending by the end of the decade. The sector’s regulator, the General Authority for Military Industries, reported notable progress, with localization rising from 4 percent in 2018 to 19.35 percent in 2024 — reflecting steady advances toward self-sufficiency in defense manufacturing.” This is fine and predictable as most of it was advertised by the Kingdom of Saudi Arabia years ago. Yet at present I was thinking what comes next. You see, this is what I expect to come next (after 2027) Saudi Arabia completes its first factories in Saudi Arabia, I expect at least one in Jeddah. When that is up Saudi Arabia will create larger client drives. I expect Egypt, Pakistan, Oman and Jordan are an expected first. They will grow and get the contracts. I reckon that Pakistan is the greater challenge as China has a lot of goods and effort put into that place. But the setting everyone is forgetting is that there is one sizable pie and what Saudi Arabia gains, others will lose. So consider that America is losing Tourism, Technology and Finance, so as we get closer to 2027/2028 and America also loses out on chunks of Defense, which was $117.9 billion for the FY2024. As such I reckon that a mere 10%-20% should push America over the edge and it is not only Saudi Arabia, The EU is also fishing for the billions in contracts that are up for grabs and as America is alienating it former allies, they will fish for larger snacks from that dinner plate there is every chance that not only will Saudi Arabia succeed, but there is the chance that there will be a stronger union between Saudi Arabia and Europe. After the G5 settings we now get a larger defense stage. And in all this, it simply weaken America to an other stage.

Am I right? Am I wrong?

I reckon that the ‘AI surfers’ will tell you that I am wrong and that is fine. But the signs are already there and I do know data. I worked on such a setting for decades. So as we are given “According to its April 2024 report Trends in World Military Expenditure, SIPRI said global military spending exceeded $2.7 trillion in 2024, marking a decade of continuous annual growth and a 37 percent increase between 2015 and 2024” everyone wants in and it merely makes America weaker. Don’t get your hopes up that it ends for America. This is too big for anyone. The setting that follows is that America will need to compete for contracts with Saudi Arabia and Europe for contracts that ended up being for America by default. When that stops we see yet another field where it must compete, a setting they haven’t had for decades and soon there will be another player vying for the $2.7 trillion. In this field “Saudi Arabia led the region with $80.3 billion, ranking seventh globally, just $1.5 billion behind the UK.” And the setting here is that by 2030 the rest of the world will be default lose $40B that Saudi Arabia will now keep in-house and it also means that their defense spending will go down. But when at least two of the aforementioned nations will get their defense spending at least partially from Saudi Arabia. The pie parts will take on new dimensions. And that is before we consider that some player might get access to materials they never had access to.

It will grow the Saudi Arabian slice a lot more than ever considered and that is before we consider the parties that once turned to Iran, Saudi Arabia will grow into a defense power player (to some extent) and will gain larger momentum in the industry. So don’t look at tomorrow, plenty of people do that, consider what could happen the day after tomorrow, where others aren’t looking for now and where predictive analytics does not work because the data does not yet exist. Will it help me?  I don’t know. The simple setting is that traversing any path where it merely serves you will project the simple setting of delusion. That is not my path or goal. So whilst she will go in an islamophobia rage, others might see that this is exactly how others lost revenue and this path is not nearly done yet. 

Have a great day.