Tag Archives: Arab Weekly

Omitted resources

That is the exercise of this morning. As Reuters treats us to a story (at https://www.reuters.com/business/energy/uaes-adnoc-supply-us-lpg-india-following-china-us-tariffs-sources-say-2025-04-29/) giving the reader ‘UAE’S ADNOC to supply US LPG to India following China-US tariffs, sources say’ A setting I saw coming a mile away. As we are given “The move will enable ADNOC to ship more of its own LPG to China, where buyers are paying higher premiums to replace U.S. supply after Beijing imposed steep tariffs on U.S. goods, and reduce LPG costs for India, the world’s No. 2 importer”, so I saw this and the high payed economists in America did not? In my story ‘War of trades’ (at https://lawlordtobe.com/2025/02/01/war-of-trades/) I gave on February 1st (almost 3 months ago) “We set the same to India who exports oil to the United States. Set that to Europe (to a much larger degree) and all its Commonwealth allies and America suddenly gets a much larger problem. Well they can import it from Venezuela and Russia I reckon. So, how is that going now President Trump?” This setting was oil and it was from India, so now we see that the UAE is replacing America with India as a new destination. So for America it is no longer about revenue, it becomes a lack of resources as the UAE is now shipping more of its own LPG to China (via India). It is the cumbersome situation involving tariffs. It almost seem like a new puzzle game, not unlike mixed currency deals on the internet. And now (as I see it it) America is losing more than one side in this. So as we read “ADNOC, through its trading units, has agreed to supply some U.S. LPG cargoes to India refiners under the annual contracts from June-July, said sources” as I see it, America is losing tariff revenue that ay and this is merely one step towards a new setting where America is replaced as a resource, and this also means that the political and diplomatic powers of America is dwindling down. In this way the UAE is gaining power both political and diplomatic as India is reassessing what allies they have and who no longer seems to be an ally. In this tariffs will get cumbersome on more ways then one. Soon America is losing additional revenue streams, because this setting is merely a first step. When China sets up new stages with Europe and the Middle East America can go bobbing for apples all they like, but it seems that the apples are being replaced and that sounds a lot like the old premise of murder. Segregation, Separation and Assassination. The stage that we see was made by America, they merely didn’t consider that it could be used against them and as I see it, both China and Russia like the new setting immensely. As I wrote lately that the interest on debt is costing the annual tax revenue to be 15% less, so the belt was already being tightened and now the revenue streams are missing the point they needed to make and another 10% will diminish. So how long until the American economy can no longer afford it? We can believe what Irwin Stelzer (The Times) told us that America’s economy is good. But as CNBC gave us yesterday ‘Empty shelves, trucking layoffs lead to a summer recession in Apollo’s shocking trade fight timeline’, then we also got a few hours ago ‘Port Of Los Angeles Warns ‘Difficult Decisions’ Ahead As Shipments From China Cease’ (source: Investor’s Business Daily) and 17 minutes ago CNBC gives us ‘Pfizer CEO says tariff uncertainty is deterring further U.S. investment in manufacturing, R&D’ as such, how much more bad news do we need to see before people in media start considering that the economy of America has gone topsy turvy?

And in the meantime as the Commonwealth is strengthening their walls the group of five might soon have one less member (yes, it is America). As such the new costings for the CIA will drastically alter and as the NSA is equally losing access to international intelligence the stage becomes how much money is America willing to pay for less reliable data? 

As such we get a new stage of omitted resources. America is losing revenue in several settings and the outcome of that is not really visible, but it will cost a bundle. A lot more than the tariffs are bringing in. In addition to that they pissed of the largest ally they had for decades and as such are losing more ‘friends’ as they are equally hurt and these ‘friends’ are willing to row it alone without the two dinghies called CIA and NSA. As such more power, revenue and friends are lost. But feel free to think it is all honky dory. And that changes when oil will g missing, so will America keep on selling their own oil, or is that a new revenue stream that will become largely lost soon enough.

You know, I am hesitant to blame President Trump for this setting. The question becomes who pushed this agenda? Are these elected officials blind, or will we see soon see articles with titles like ‘He bullied us and we were afraid’, I have no idea. Just floating an idea here. And when we have added these facts as well as add the fact that the The Arab Weekly gave us yesterday ‘Trump further strains Egypt ties by calling for US ships to cross Suez canal ‘free of charge’’ the story (at https://thearabweekly.com/trump-further-strains-egypt-ties-calling-us-ships-cross-suez-canal-free-charge) gives us ““American Ships, both Military and Commercial, should be allowed to travel, free of charge, through the Panama and Suez Canals!, ” Trump said in a post on Truth Social.” Its was the only source I saw, so keep that in mind. And the response in the same article was “Egyptian MP Mustafa Bakri criticised the remarks, describing them an “attempt at blackmail.”” Do you still believe that America isn’t close to default on all their loans? I wonder who will survive that 36 trillion bad bank setting. 

So, you all have a possible great day and relax if there is still coffee on the shelves. And don’t forget the former governor of the Bank of England works for the Commonwealth, well, actually he works for Canada, not America. Ciao!

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The big match

Yes, most of us can relate to sports, I am all about the biscuit (NHL puck), most are about the balls, some round, some oval, yet in all this we tend to be able to connect to sports, it is almost a global thing. When it is not Chess or Go that is. As such I am keeping an open mind towards the Iran-Saudi Arabia talks. I do hope that Saudi Arabia gets the peace it is entitled to, but personally. In light of all that has transpired, I am not really optimistic that Iran will keep its word, but that is my view of the matter and at present I would be happy to be wrong. 

The first issue
There are a few issues that intertwine and they are not up to Saudi Arabia, the first player is Hezbollah who has been accused a few times to give support to Houthi forces after an alleged call from General Qasem Soleimani. There are a few speculations attached to it, yet the larger stage remains. Iran directly and allegedly indirectly via Hezbollah decided to attack the citizens of Saudi Arabia and engage in a long term proxy war. This issue will resolve itself over time, yet for the tool in that conversation (Hezbollah), we might take notice of ‘Stockpiling fuel from Iran, Lebanese Hezbollah braces for state collapse’ (source: The Arab Weekly), with supporting text “The plan chimes with worries in Lebanon that people will have to rely on political factions for food and security, in the way many did in the militia days of the 1975-1990 civil war. In response to a question about Hezbollah’s plans, Leila Hatoum, an adviser to the caretaker prime minister, said the country was “in no condition to refuse aid” regardless of politics.The sources from the pro-Hezbollah camp, who declined to be named, said the plan for a potential worst-case scenario has gathered pace as an end to subsidies looms in the coming months, raising the spectre of hunger and unrest”, a stage that has one side, yet when Iran has to collapse its assistance, the stage there changes, Hezbollah will no longer be regarded as a local asset, it will be regarded as a larger national liability and that is not a good place for Hezbollah to be in. It is a win-win for the Kingdom of Saudi Arabia, if this part is not met, Iran will show itself to be a non-peace driven party to the world. If it does, support in Yemen toward the houthi forces becomes a non option quite soon. 

The second issue
The second player in all this is Turkey, it has sided with Iran too often and they are seeing the larger impact, so I was not surprised to see the Middle East Eye give us ‘Turkey’s foreign minister to visit Saudi Arabia, a first in four years’, it is a personal view, but I reckon that they want to get ahead of the curve, kicking the one player that is vocation stability is not a good thing and the larger stage as well as the blatant openly inaccuracies and pushed mis representations regarding a journalist no one cares about (Jamal Khashoggi) will be the larger noose they need to avoid. We might think that there is a focus around “Cavusoglu is expected to make attempts to repair bilateral ties during the visit, but the closure of Turkish schools will be a top issue, sources told MEE. Last week, Turkey’s education ministry said it has been informed by the Saudi authorities that the eight schools, which have a total of 2,256 pupils, will have to close at the end of the current school year. Last month, the education ministry said there were 26 Turkish schools in Saudi Arabia”, yet I believe that this is a ruse. This minister will have some form of apology package with all kinds of considerations. Turkey has no choice, their crypto currency collapse (Thodex and Vebitcoin) with bosses running for the hills (at least one with $2,000,000,000 plus in its USB pockets) and the people angry with losing all they have is the larger setting for civic unrest to a scale they never faced before and that requires all kinds of sides to reduce pressure wherever they can and both Turkey and Iran are happy to let Hezbollah drown on its own. Yes, this is my speculation, but if you followed the news in the last two years, you would end up having similar thoughts.

The third issue
The third issue is Yemen, there is no way around it and these two players are on opposite sides. Even as the media has avoided to a larger extent to show and to report on the unacceptable acts by Houthi forces, the UN who was the target on several occasions has not and that is where Iran find itself at a much larger disadvantage. They might have options if General Qasem Soleimani had been around the last 6 months, but someone solved that problem for many and now the less experienced players have painted themselves in corners and that works to the advantage of the Kingdom of Saudi Arabia as well. It is more against Iran but that might be mere semantics. Here we see France24 giving us (at https://www.france24.com/en/live-news/20210506-saudi-walks-diplomatic-high-wire-on-iran-yemen) “Saudi Arabia’s secret talks with arch-rival Iran signal a high-wire diplomatic act as it scrambles to rein in Tehran-backed Yemeni rebels”, as I see it, if Iran wants clear resolutions of the outstanding issues in play they would have to back down to a larger extent, optionally an openly extent to denounce the Houthi forces, but that would be an unrealistic expectation. And I do not disagree when we see “The Houthis would prefer to be their own interlocutor with Saudi Arabia and will not want Iran taking their place in that,” Elana DeLozier, a fellow at the Washington Institute for Near East Policy, told AFP”, Elana DeLozier, a fellow at the Washington Institute for Near East Policy has a clear point there, but these forces will not get too much of an option when Iran walks out, when that happens before the Houthis get any talks going they might end up being on their own and that pretty much ends the Houthi options in Yemen as I see it. As such the Kingdom of Saudi Arabia has a lot to gain, and with Iran being on everyone’s display they have a larger chance of getting a lot done.

In all this the stage will soon change and I reckon that there was a reason that Mevlut Cavusoglu (Turkish Foreign minister) used the Schools as a reason, The Arab Weekly gives us ‘May 20 deadline to register for Ithra conference in Saudi Arabia’s Dhahran’, which is seemingly also a beautiful place to be and get some informal settings, especially as it is away from Riyadh and has the nice extra to be a setting where the Turkish schools can be discussed openly and optionally talk about a few more issues less openly. As such, If I am correct a few larger issues will be on someone’s table in August so that they might be discussed in September. I reckon that this is the time that both Hezbollah and Houthi forces have left. In 8-12 weeks Turkey might need to get baubles for Euros to avoid a much larger negative national setting and I reckon they are willing to sell a few issues down the river for their own good. It is a personal speculated vision, but I feel that I might be onto something here, Iran will try to avoid making quick decisions, which makes perfect sense, so Turkey needs to get ahead of ending up being the piggy in the middle chasing after the ball and the goods. If Iran gives in too soon Turkey will end up holding the bag and in either scenario Hezbollah will merely forfeit whatever it thought it had in the first place, and there ‘thought they had’ was the operative part in all this and the Houthi forces merely lose. Optionally they will lose twice, because they made enemies of the local population all over the place as well and without Iranian funding these people will be running for the hills all whilst they know that everyone in Yemen will be out to get them. 

Game, set and match for the Kingdom of Saudi Arabia, which comes with a dose of highly needed stability as well. And Iran? That leaves us out in the open, the people might accept a few parts, but the Nuclear deals are still there and Iran is delusional to think that Saudi Arabia (or Israel for that matter) will allow them to continue on the nuclear path they are.

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Waking up 2 years late

The BBC gave us Yesterday: ‘Syria war: ‘World shrugs’ as 103 civilians killed in 10 days‘ (at https://www.bbc.com/news/world-middle-east-49126523), it goes on giving us the goods with: “The rising death toll in Idlib had been met with a “collective shrug” and the conflict had fallen off the international radar, while the UN Security Council was paralysed, she said.” the remark should be regarded as pointless, useless and inadequate, all at the same time. It seems to be that Michelle Bachelet is all about laying blame, while it is her office that had failed to the largest degree and the United Nations close to totally. To make good on that accusation, I merely need to point to my article of March 19th 2017, an article called ‘The failure of a current generation‘, it is there that I end the article with: “you only need to ask any Syrian refugee to hear clear doubt, especially after 6 years of too little actions and for the most no solutions. We as a global population have failed these victims who turned to us for help in the most disgraceful of ways“, events clearly visible well over two years ago. The equation is really not complex. It is a country no one cares about, it has no economic powers, there is no glory to get, only optionally the award called the ‘Extremely late to the party Award‘. No politicians wants to touch it, there is no glory, no Nobel Prize for peace and no financial rewards to be found. It is a pile of sand, stone and cadavers that is the brunt of it. The Syrian GDP is around 41.6 billion; the EU spends more on staples and paperclips every year (roughly). No body wants to touch it. Even as we hear the accusations by Madame Bachelet, we must notice the close to complete absence to get anything done.

So when we see: “Last week, the UN said more than 350 civilians had been killed and 330,000 forced to flee their homes since fighting escalated on 29 April. But that figure has now been revised, adding 103 extra deaths in the past 10 days alone. The estimate for the number displaced stands at more than 400,000“, we see the beginning of selective executions, optionally the stage of ethnic cleansing (requires more evidence to prove). That part is optionally seen when we consider one source giving us ‘In Syria’s Idlib, Turkey aims to curb Kurdish militia and refugee flow‘ last May. What is interesting is that the BBC and Madame Bachelet have no mention of Kurds at all.

Professor Balanche (research director at the University of Lyon) gave us at that time: “Turkey had long opposed any Syrian offensive against Idlib, out of concern about refugees and to focus on President Recep Tayyip Erdogan’s primary goal of keeping the Kurdish-led People’s Defense Units (YPG) from taking control of Syria’s northeast frontier“, the timeline is uncanny and the fact that we also see (in August 2018) “Noting that there were Kurds in Idlib, Xelil continued, “Idlib is under occupation by terrorist groups supported by Turkey“, Xelil in this case is Aldar Xelil, a top Syrian Kurdish official. The fact that Madame Bachelet and the BBC are BOTH leaving that part not mentioned is a larger concern. It seems that Turkey is too important to lose to the west, the actions by the United States “Until Washington adopts a long-term strategic posture designed to safeguard Turkey’s core interests“, as well as ‘Turkey’s president calls for further interest rate cuts‘, with the additional “Erdogan says central bank’s decision, while welcome, does not go far enough“, as well as “Analysts say that Turkish assets have benefited from a dovish tilt by the US Federal Reserve and the European Central Bank, fuelling investor appetite for riskier emerging markets. Even after Thursday’s rate cut, Turkish assets offer a significant premium for investors” (at https://www.ft.com/content/974c1b5a-af9d-11e9-8030-530adfa879c2), it is all about giving way to economic interests and the investors. The media evolves into a Seraglio under the all seeing eye of cathouse owner Madame Bachelet, and until today I never expected the BBC to cater to that premise. They are all willing to hand over the lives of Syrians, no one cares about that, whilst we still hear he screaming over a journalist no one cares about (Jamal Khashoggi).

There is a clear path of 5 years of inactions towards Syria, all the actions of paper is literally it worth the value of the paper it was printed on. The United Nations in a seemingly long term strategy that has one massive flaw, by the time that their strategy has value, the Syrian population will be gone for 90%, with only the enabled left with all the resources and wealth. I reckon that the 6.5 million displaced within Syria will vanish, we have all seen this before, it is merely repetition and no one is willing to hold these parties to account, they have other more economically tainted interests.

For Russia it is good news, as Turkey already bought the missiles, it has more and more options in both Syria and Turkey, the inability to get anything done from EU and US shores implies that they have nothing left, just howling behind the humanitarian UN bitches, who are all speech (and essay) and for the most part of total inaction, and we have millions of Syrians who can testify to this, they have been doing so since 2017, yet those voices have been drowned out by the media to the largest extent. It was Yesterday that the Arab Weekly gives us “Syrian refugees can’t find enough arguments to convince the world of the need to end their crisis“, the answer is simple, they have no economic footprint so the west will not care, exploitation comes at a price, you are either a consumer or you do not matter. (at https://thearabweekly.com/syrian-refugee-crisis-sparking-populist-reactions-middle-east), in all this what we read written by Baha al-Awam is correct, there is nothing that is done, because those who care have other interests and Syria is not an interest for them. For a short time the Unites States was interested due to their ‘anti-communistic’ phobias pressing on the matter, but they lost that part as they are too bankrupt to intervene and for now keeping an imbalance on Iran versus Saudi Arabia is as good as it gets, because their footprint is better whilst the imbalance lasts, it is when Saudi Arabia truly grows, it is then that the US fears the impact that they lose in the Middle East, it is that simple. It was not rocket science; it never was in the first place.

Yet there is another side, one that cannot be ignored. The article (at https://www.bbc.com/news/world-middle-east-45403334) is linked to the article that we are talking about and it has a missing element. It is overwhelmingly Jihadist force and also has Syrian rebels, yet the implied presence of Kurds is ignored, however there are clear indications from several sources that there is a shift. With “those working in the northeast alongside Kurdish groups” indicates that Kurds are getting involved more and more in this region and this is likely what worries Turkey, because if this grabs a hold, it could spread to Turkey and that is what Turkey fears, it has too many issues and by the time acts matters Turkey will have to redeploy forces, to what degree I cannot tell, because I have not been able to find any numbers on Kurds, merely that it has been happening for several months now (if some media is to be believed).

Yet there is clear presence and the BBC ignored it, and that is what matters, because this is not how we have ever seen the BBC and that is a worry. So when we see the BBC waking up 2 year slate (in light of the article) I wonder who is taking a long hard reality driven look at what is actually happening there.

I wonder what we will be ‘informed’ about next.

 

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