Tag Archives: Asia Times

One source confirms

That is where I stand. Today I got news from the Asia Times on something I have been saying for some time. Now, one source does not make it true, but the information given here and pretty much nowhere else should give people a place to start, moreover it could also be seen as the underlying problem to something a lot more dangerous. The article (at https://asiatimes.com/2023/06/eu-push-to-rip-and-replace-huawei-5g-meets-resistance/) gives us ‘EU push to rip and replace Huawei 5G meets resistance’ where we see “EU Commissioner Thierry Breton wants Germany and other European countries to stop dragging their feet and eliminate Chinese equipment from their 5G telecom networks. The European telecom industry and Huawei are pushing back.” This is the start of something I have stated for a long time, yet now we get “Deutsche Telekom quickly rejected claims that mobile networks built by China’s Huawei could be altered remotely to cause damage or steal data. In a June 16 statement to the German news site golem.de, a spokesman for the German telecom provider declared, “No [software] update can be introduced into the live system that was not fully tested for functionality and security.”” This shows the first chink in the EU armour. This is followed by “The network management systems are located in a high-security network that is completely separated from the Internet and from the company’s office communications network,” said Deutsche Telekom executive Stephan Broszio, according to press reports. “Access to this network is granted only to a few employees subject to strict security review. A remote attack by the producer firm [namely Huawei] is not possible.” In addition we get “Austria’s chief telecommunications regulator, Klaus Steinmauer, told the Austrian News Agency that he “saw no danger from Huawei,” adding, “I don’t know of a single instance” of problems” As I personally see it, EU Commissioner Thierry Breton either publishes clear evidence of these dangers, or he should move to Washington DC and become an Uber driver. You see if there is evidence fine, but for years now we see boasts and never was any evidence given. I see this as a problem and now that the US cannot foot any bills, the others are stating that the US needs to eff off (you know what I mean). I reckon it is not long until these telecom companies will demand that the EU foot the bills for hundreds of billions in hardware change, foot the bill for adjusting that hardware and foot the bill for loss due to diminished broadband capacity. In the meantime Saudi Arabia is extending its reach into Africa and the Mediterranean, after which the telecoms will get loss upon loss and handing over what margins they had to the Saudi Telecom Company (STC), because that is now merely one step away. That was given to us in April with ‘Saudi Telecom Buys Mobile Tower Unit in Europe from United Group’, which now gives them access to Bulgaria, Croatia, and Slovenia, after which the access towards Italy, Greece, Spain and the rest of the Mediterranean is all but a simple flick of a switch. 

But leave it to players like EU Commissioner Thierry Breton to ignore the obvious. On the upside, with my language skills, I would gain another job option to another company and in this day and age that matters, especially as big tech is shedding thousands of positions. 

And even as the article ends with “it would help dispel suspicions that Breton and the European Commission are simply following instructions from the US.” I reckon that until we see actual EVIDENCE of the nefarious implied deeds by Huawei, that feeling will not go away, not for a long time.

So enjoy the day whoever you telecom with, today, or tomorrow. 

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He said what?

The BBC (at https://www.bbc.com/news/live/world-asia-65920024) gives us ‘Blinken and Xi had ‘robust conversation’ in Beijing’ and I had to take a look, if not only to see what they mean with ‘robust conversation’, that is an expression that could go in any direction and not all of them good. The BBC hands us:

He says he has been seeking to “disabuse” China of the notion the US is “seeking to economically contain them””, sorry this started a 5 minute intermezzo to get a hold of all the laughter I have. The US has been seeking to contain China since Huawei left Nokia and all others behind them in the 5G field, it is still going on, all whilst we have never ever been given CLEAR evidence that Huawei was doing anything negative. In that same timeline we have an Airman handing out classified information, a former president has more classified materials in his toilet than the CIA has in its archive and we have several other issues. That is before we look at Cisco and its issues (which was not intentional, I know). 

And even as several statements came from Strasbourg, the manner of speaking implies a clear American hand on the shoulder of the speaker. 

Then we get “Blinken reiterates that the US does not support Taiwan’s independence – stating it does not wish to change the status quo”,which is a harder issue. You see ‘The first agreement under the U.S.-Taiwan Initiative on 21st Century Trade was signed on June 1, 2023.’ Might be seen as a declaration towards support for its independence. And that is debatable, I get that. It seems to me that America hopes it will go good, but at the same time it is afraid to anger China too much, so I can see how this plays and this is NOT against America. It is to acknowledge that some diplomatic strains are strained as far as they can get. 

Then it is time for “Blinken says some parts of the talks were “constructive”, but adds there is “work to do” in other areas”, OK a diplomatic answer if ever there was one. But in there are missing parts and there is every chance that they are not for our eyes yet. The ties with Iran and Saudi Arabia are worrying America. The new petroleum refinery that they are building in China must be a cause for concern. You see, the refinery is large enough to hand a lot more oil to China and that is where it is most likely to go, a setting America does not find comforting. They are already losing out to a million barrels a day, but with that new refinery that reduction COULD (could being the operative word) be reduced three times over to minus 3 million barrels a day. This could collapse the American economy and create a third world nation called The United Stages of Anything. For Taiwan it is not such a good stage. I reckon that China has been dipping its toe in the water to see how America would react when Taiwan is added back to China and charges Taiwan for overdue book fees and that invoice is likely to be stellar. Now, this is not a given, but that is what I would have done (if I was Chinese). In all likelihood as the EU and the US are uniting with Ukraine against Russia, China sees an opportunity because America is too broke to stop anything and that leaves Taiwan separated, segregated and all alone. A setting China would like at present and with three optional supports for Taiwan too poor to do anything (US, EU and Japan) Taiwan might not have too many options left. I reckon that a similar conversation with Crown prince Mohammed bin Salman Al Saud took place almost a week ago. I reckon that at present China has all the answers it needs, but that is pure conjecture from my side. 

So as I see it, I wonder just how robust that conversation was, rejections by China does not make the conversation less robust, but that is about the only classification that conversation might have had overall. Am I wrong? Optionally yes, but the larger stage is catering to China, and with the ties with Saudi Arabia now stronger then anything, all whilst the ties with America are more and more dissolving leaves China in a much stronger position and as Saudi Arabia grows, so will the options for Huawei. It will not take long for the larger contracts with Egypt and Syria to start and when that happens, we get a triangle that covers part of Africa, towards Turkey all the way to India. It will not be overnight, but with the power core in Riyadh that setting would become one hell of a central chain for Huawei. And it is not a new setting, I saw this evolution come a little over three years ago. And with that infrastructure NEOM is not merely a small city, it will be a center piece of Saudi Arabia, uniting Africa to Saudi interests and they will all have that new Saudi news channel. It was a game well played and China is adhering to this not merely because it takes the wind out of the sails of America, it will diminish Europe in similar ways. Asia Times gave us in April ‘Huawei eyes Saudi Arabia as its regional hub’, I think it is only the beginning and it is a much larger partnership with China, who will have access to this and the Silk Road, which was never a secret. As such I wonder what expression they would replace ‘robust conversation’ with and very time that expression gets handed to us by the media, ask yourself. What did they mean with that? 

Another day, another step closer to next Friday.

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Oh darn, I am missing out

Now to be honest, there was never much of a chance to begin with, but who would not want 3.75% commission, especially as it is based on a number amounting to billions. And as I said in several articles, the US is about to lose out on these billions. And guess what, after all the name calling I was handed (some are blindly accepting US stories that it will blow over), the setting given to us by Asia Times is ‘Saudi Arabia has a plan to buy fewer US weapons’, a mere 5 hours ago. It is supported by “Kingdom has launched an inward-looking strategy to develop its own defence industries with the help of foreign partners” (at https://asiatimes.com/2022/02/saudi-arabia-has-a-plan-to-buy-fewer-us-weapons/) in all honesty, this was always going to happen, but that industrial move was initially going to be US settings, now there is every chance that China gets to do this and that would imply losses into the hundreds of billions. The article gives us “Saudi Arabia has signed several Memoranda of Understanding between GAMI, the Ministry of Investment and UK-based Cranfield University. GAMI also signed a Memorandum of Understanding with Italian defence manufacturer Leonardo to create and develop investment opportunities in education and train specialised military industries”, yet I believe that this setting is one that China relishes, as such whatever the west is thinking, be careful what you do next. You se, Cranfield themselves give us “A number of Cranfield graduates also hold leading roles in Aero Engine Corporation of China (AECC) including the Head and the Chief Design Engineer of the China Gas Turbine division”, Is this where it will go? No, there is no data supporting this, it is based on the stages that we have seen all over the news and if Saudi Arabia decides to get their hardware from the BAE, I would be happy (as a Commonwealthian), I would still be a little sour missing out on the 3.75%, but that was never a given in the first place. And all this is not really news, the internal defence growth was at least 2 years old and it makes sense for Saudi Arabia to have its own military manufacturing complex. So we aren’t seeing anything news, other than the Italian involvement here. So whilst some will stare at “Cranfield is ranked 45th in the world for Aero, Mech, Manufacturing by QS rankings.” It seems to me that Saudi Arabia is making headway in this stage and that means that the US is in deeper trouble than it realises. The UK could avoid some issues if they can get a handles on the CAAT Tea grannies. 

You see, over the next decade all nations need whatever revenue they can get and the UK is not out of the race yet, the question becomes what can they offer over China and that is a hard nut to crack, China has all kinds of advantages after the UK and US dropped the ball, and they did so several times in a row, so they are catering to a client (the Kingdom of Saudi Arabia) that has had enough of the games that some governments have been playing (as well as catering to Iran at the same time). 

Saudi Arabia was always intent on growing its own defence solutions and I believe about 3-4 years ago mention of 50% by 2030 was stated and they are on track to do that. I believe that GAMI (General Authority for Military Industries) is roaring to get things going. And it seems that they are very serious to get it going, so it is up to the UK to find solutions that help them and not China. Personally I believe that the UK will have to sweeten the deal by a lot, but that is personal speculation. I do still believe that China has the inside track here, but that too is speculation on other sources, sources I never was able to vet. 

And there is a second path here, I do believe that the longer term planning for Saudi Arabia implies that Egypt is a growing connection here, so if China wins that path, they could optionally have the advantage with Egypt and its $2,000,000,000 for 2022/2023. A setting that should cause concern in Washington. You see, if China takes over the $ 1.3 billion annually support from the US, the factional setting for the Middle East will change pretty dramatically. Even as the US is seemingly out with the Saudi Government, it is merely that seemingly. 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. So China might have the lead, but the UK is still in the race and that is good for the UK. The Asia Times is not bringing too much news, yet the fact that it is on the front of the media is always an optional sign that more will be coming soon enough. 

Time will tell, and I reckon it is sooner rather than later.

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