Tag Archives: General Dynamics

Problems in Pakistan?

It hit me yesterday, but I let it lie. There were a few things that bothered me. In the first there was only one source. The other sources came a little later. The other part was that I am not aware of the Tehreek-e-Jihad Pakistan (TJP). The story (at https://economictimes.indiatimes.com/news/how-to/who-is-tjp-the-group-behind-the-pakistan-air-force-base-attack-and-why-is-it-a-concern-for-pakistan/articleshow/104983146.cms). There we learn that they are a militant group linked to the Taliban, claimed responsibility for the attack. This group has been involved in acts of terrorism against security forces and has recently conducted two separate attacks on security forces in Pakistan’s Khyber Pakhtunkhwa region. 

My question becomes whether the Taliban is branching out, or is the TJP emulating the Taliban. The fact that they hit a Pakistani Airbase, Mianwali air force base to be more precise. The result was the destruction of multiple aircraft at the facility. So what is the part we see with “a relatively new militant group”? The fact that they hit an airbase is pretty interesting. So either they are really efficient, or the security of that Pakistani airbase is lacking and the western media never picked up on any of that. One source gave me that over 40 fighter planes were damaged. Considering that the JF-17 Thunder costs $25 million, the General Dynamics F-16 Fighting Falcon costs around $40 million and the Chengdu J-7 costs I do not know how much. But 40 of them will bring the damage to a cool billion. As such a relatively new militant group inflicted damage and plenty of it and the western media was no help at all. 

The issue isn’t merely the lagging security with Pakistani airforce, the larger issue is whether TJP has clear links to the Taliban and what kind of links there are. I actually do not know but the western media doesn’t give us that. I had to rely on the Times of India and two other sources, one was a newscast on YouTube. I understand that news on Kim Kardashian is so much more palatable to digital dollars. Yet the idea that an airforce base is hit and over 40 planes are damaged would be front page news in most worlds, so hat gives?

The main objective of the TJP is to wage jihad against Pakistan with the aim of establishing an Islamic state and imposing a theocratic version of sharia law similar to what the Taliban implemented in Afghanistan. So not only did America screw up Afghanistan, the Taliban is now seemingly branching out making matters worse for nearly all, optionally except Iran. All elements that would propel this to the front of any page of news. 

I know (through sources) that the base has strategic value, but I know next to nothing on the region (and very little about Pakistan). What surprises me is “Yaghistani is believed to have attended Jamia Farooqia, a prominent Deobandi seminary in Karachi. Reports suggest that he fought alongside NATO and American forces in Afghanistan until the US withdrawal in 2021.” As such we now get the idea that America trained the key person in the TJP, as such Pakistan could have a much larger problem than the Times of India indicates and the western media leaves unmentioned. But that is my view and I could be wrong here. Yet at least I stop at the parts I do not know, a part that the digital dollar hunting media is unable to do at present.

What a start of the week.

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Dopey and Grumpy, still dwarves

That is the setting and it is a strange setting, but it relates to ‘When it rains we call the kettle black’ (at https://lawlordtobe.com/2022/12/11/when-it-rains-we-call-the-kettle-black/) which I wrote two days ago. Yet I did not know there was more, and just now I come across ‘Saudi Arabia demanded defense firms set up in country by 2024. So far, most seem unmoved’ (at https://breakingdefense.com/2022/12/saudi-arabia-demanded-defense-firms-set-up-in-country-by-2024-so-far-most-seem-unmoved/), to be honest, I had heard some stuff in that direction, but I was unaware of how deep it went, and now I see “as long as it is related to the government contracts, they will have to have their regional headquarters here”, with the added “analysts said that the biggest players appear confident they can find workarounds — including the use of local partnerships and subsidiaries, as they’ve done in other countries — to keep the market open” and there the stupid factor comes into play. You see the Kingdom of Saudi Arabia has had enough of fake allies, fake commitments and now China is ready to make commitments and as the KSA is moving towards the 2030 mark of 50% in country defence and China is willing to play nice, the US is set to lose a whole lot of revenue. So there is your workaround, greedy and stupid working in cahoots like Grumpy and Dopey, both sides of a currency that has no meaning where they are, it is the sales prospects that counts and they are giving it all to China. You can only be the biggest player if you sell and there were markers for sale events and now there is a clear understanding in strategic papers no less that China is moving into sales column A. So when we think through what Breaking Defense gave us on December 8th, the US better realise that the age of pretending to do something and doing something else as a workaround is ending and it is ending really quickly. So when we see the larger players like Lockheed Martin, Raytheon Technologies, Northrop Grumman, Leonardo, Thales, and General Dynamics. What happens when the representative $27,000,000,000 goes to China? Twenty Seven Billion no longer to the US, the dollar will take another dive and more importantly, the design of their stealth planes required some Saudi Funds, when they go to the Chengdu J-20, the impact will be seen all over the US, EU and NATO. I made mention of these dangers as early as September 2021. The fact that some American Fat Cats were playing stupid with a customer paying billions is a little new, but there is no surpassing the union of stupid and ego, it makes for a nice package, one that China could be enjoying a lot more than they figured on. And there is a chance that the strategic union between Saudi Arabia and China will go that far. Not only will the US lose their Middle East stage, they will in that same action lose whatever benefits they had in Egypt as well. And just to remind you on a speculative side. If China buys in this deal 2 million barrels a day from the American stack, the US is in deep manure. It does make the grass grow in Texas, but that is pretty much all it does. 

As such the last week has given us all kinds of revelations via several media sources. But the larger news is that State secretary Pompeo gives us ‘Xi’s visit to Saudi Arabia a result of “bad American policy”’ and the bad news merely stacks. Yes Saudi Arabia is not squandering the connections with the US, their words and they are right. The US themselves are squandering it to China by playing chicken with the Kingdom of Saudi Arabia to appease their ego’s, and that is what is clearly in place and will shown over the next 13 months. You see, there will not be any 11th hour changes, if these regional HQ’s are not in place by December 2023 China will end up with a massive chunk of Saudi defence spending. China is happy with it, will the US be? I doubt it, but they catered to ego, so there you have it. It does not matter who Dopey and Grumpy are, in the end they were merely dwarves and as I see it, the Kingdom of Saudi Arabia is willing to make a large change and it will cost the US, it will cost them so much. I wonder how they will spin this loss, because at present that is exactly what it will become. A loss to their ally list, a loss to their economy and a loss of income. All handed to China for the mere satisfaction of ego. Government handed partnerships to players like Microsoft, Sony, Samsung and a few other players for the cumulative sum of a mere 1% of that, did you think the Saudi Government wasn’t keeping tabs? Silly bunnies!

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When the well dries

This is a setting many businesses know. They want to get back to work and they are unable to. The well has dried up, the people after sitting (forced) at home, being with family suddenly start remembering what is important. There is of course the other issue of issues like discrimination, ageism and a few more isms. Suddenly these places cannot find the people and they cannot approach the people they turned down 2-3 times. The well has a bottom and that bottom is in sight. For those seeking jobs the meadow clears up, the more stupid people with their anti vaccine issues, the more will be dead and that means jobs and cheaper houses. A blessing on all houses so to speak. In the UK yesterday 167 jobs opened up (speculation as I do not know the age groups) and in the US up to 873 jobs opened up, the meadow looks like a decent place in the sunshine. So between the UK with up to 159K lost workers and the US with up to 942K lost workers the pickings for some are rather slim. So when I initially saw ‘Raytheon says it is a ‘target’ of a DOJ probe into industry hiring practices’, I wondered what was up. Raytheon is no  WallMart so their sea of choices was never very big to begin with and the people have a much larger need to stay at home. It was “Raytheon had received a subpoena in late 2019 focused on alleged hiring restrictions between Pratt & Whitney, a subsidiary of Raytheon, and some of its suppliers of outsourced engineering services. It also included requests regarding Collins Aerospace”, as well as “A former Pratt & Whitney employee and some other employees of outsourced engineering suppliers were charged in December for restricting the hiring and recruiting of engineers and skilled labourers in a way that violated antitrust laws.” I get it, there are certain rules in place and they must be adhered to, yet this is almost ludicrous. You see Pratt & Whitney is a subsidiary of Raytheon. It seems out of focus and out of touch. We see more detente between Vladimir Putin and Joe Biden in these heated times. It feel like (a personal speculation) that someone at Pratt & Whitney would like their sibling organisation to be valued a little longer. It feels highly political and that is a weird stage for Raytheon to be in. Now I get it, there are laws and I am a creature of laws, so there is a setting I can appreciate, especially when it is between two of the three (Google, Amazon, Apple), to see the DOJ go batty on Raytheon and its sibling seems counter productive on a few levels, and more in these hard to find people times. 

Oh, and due to shoddy programming on the side of Reuters, the link has not been added here today. The stage is not properly set (for both Raytheon and Reuters), I am not sure what to think, and wherever I look Raytheon comes out as the employer to be with in many places and many sources. So there is a real drive to get to Raytheon. The question becomes ‘How does Pratt & Whitney fare?’ Well checking that, it seems that these people are in a similar setting as Raytheon is. As a sibling of Raytheon it makes sense. So I go back to the DOJ need, why is this on their table in the first place and when setting the stage to ‘former Pratt & Whitney employee’, I wonder what his/her beef is, more important when the ratings are that good, why would anyone want to leave Pratt & Whitney? I am not making an accusation, I am asking and the fact that the Reuters article was lacking on several sides, optionally hoping that the name Raytheon would call the reader in (which in my case it did), there are all kinds of questions. Yet I hope that the DOJ realises that 942K people left to job pond (in a coffin), the need to look beyond the law seems essential in this case. And that is just the US, whatever they have in Australia will have its own numbers and consider that Northrop Grumman, General Dynamics, and Thales are fishing in the same pond, the issue is a dangerous one and it merely helps their opponents. 

This can be seen in mere minutes, so the DOJ issue whilst based on a perfectly clear legal balance (one Reuters never presented), is still a dangerous place and when siblings push them into that limelight, I merely wonder what is going on. 

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Change is coming

Well, actually change is always coming, some in the form we know, some innovative new and sometimes change is of a very different variety. We already knew that the Americans weren’t too bright when it comes to trade wars, and the one that is getting fuelled here is definitely a wrong one. Yet it is not about that trade war and it is not in the billions of impact that the war will have on consumers. There is a second war brewing. One that Europe and America were not ready for, one they did not prepare for. It is a new armistice race, they were not prepared because it is not the high technology they usually deal with, it came from the lower regions. Yet let that not underestimate the stage. Two players in that stage are Fabrique Nationale Herstal, established in 1889. Less than a 60 years later They would produce the FN FAL, a rifle used in over 90 countries, in that same year the final push was made for the FN MAG, use in over 80 countries. These weapons are even today lethal and can go up against the most modern side arms. One factory created two behemoth successes, merely two of dozens of weapons that are regarded as a top quality arms. Yet, it is not about FN Herstal. It is neither about the long term number one Heckler and Koch was founded after WW2 and soon became a success story in several fields surpassing FN Herstal, yet these two are not facing a new competitor. Both FN and HK face a rather troublesome future. You see, they are stopped by all these political Human rights laws and whilst we get the need for Human Rights, the people in there seem to have a view so altruistic that it also kills commerce.

Number three is delighted, SAMI, or in its full name the Saudi Arabian Military Industries, is about to equal and surpass in less than half the time that the previous two required to get established. All the data on patents, technology and deals with Boeing, Lockheed Martin, Raytheon and General Dynamics, as well as partnerships with Thales and CMI Defence opens new doors, doors the other two were barred from. SAMI is now in a position to surpass both and become bigger then the two earlier mentioned combined. In 2017 SAMI got Andreas Schwer (former boss of Rheinmetall AG) and the man has not been sitting still. At the same steps we see Neom growing, we see the mandate of SAMI to create 40,000 jobs by 2030 and it seems that SAMI is ahead of that curve too. With all the issues playing in Asia, Africa and Latin America SAMI has created the stage where they can outbid and surpass all expectations from the buying companies. It goes beyond the assembly of 150 Lockheed Martin Blackhawk helicopters. With the partnership with Navantia less than a year ago, we see the additional growth sectors in Latin America pop up, yes, it is all new, it is all change, but not the change you would hope for. We might see shunning of arms in America, but it remains a large export business, one that is now getting pushed to the side by the Saudi Arabian Military Industry, and it is not stopping. As the links with Navantia matures, we see the option to cater to the needs of coast guards on several national levels and these are not the small players. Some might have noticed the small mention of ‘Offshore Patrol Vessels Market 2024: New Business Opportunities for Manufactures to Upsurge in Coming Years‘, yet Navantia and therefor SAMI are in the thick of that part of the equation, growing faster than anyone took notice of. We might look towards the Dutch Damen, Australian Austal and Turkish Dearsan, yet they all have the same flaw ‘each player can deliver few numbers of OPV‘, Neom city changes that premise as it has a massive chunk of red sea at their disposal, basically SAMI has the option of building space well over 5 times the combined spaces that Damen, Spanish Navantia and Dearsan combined have. It changes the equation a fair bit. It sets a different market premise; it took slow growth of 130 years for FN Herstal to get where they are now. It takes SAMI 12-15 years to get that same stage, more important it seems that tall the contracts and memorandums out there gives SAMI a much larger option to grow and more important a lot more industry to bring home through export, another promise made by Crown Prince Mohammad Bin Salman Al Saud delivered in advance of the date he wanted it to be. CEO’s and goal driven executives all set in a stage to exceed expectations. It might be fuelled by oil, but more important it is fuelled to success whilst the EU is making more and more issues on exporting all kinds of goods and the US – China trade wars are not helping. In addition the news quotes like “Europe must develop a much stronger common approach to the new 5G technology to make itself less vulnerable to security risks“, which sounds nice, but I already saw two elements they overlooked and my IP pushed a solution, a solution they are not ready for and seemingly Google is less and less ready for making Huawei the only remaining player and Saudi Arabia has a lovely deal in place. You see, that premise of 5G with ‘to make itself less vulnerable to security risks‘ requires 5G to be firmly in place and whilst we see delay after delay Saudi Arabia keeps pushing communication and other solutions forward implying that they are setting a much larger stage creating new technologies for other regions and in that the other players forgot one interesting side effect. Any stage of armistice and war requires communications to be upgraded and Saudi Arabia can deliver that too. It is there where we see a larger change and a larger group of options for Saudi Arabia. Walid Abukhaled, CEO of global defense and aerospace corporation Northrop Grumman has created a stage that is approaching a global one all from the comfort of Riyadh, Saudi Arabia and whilst the rest is bickering over scraps of food form the European table we see an entire industry growing silently day by day to almost exponential proportions. An interesting part that can be verified on several levels and the news and the European media remain oblivious to that part.

The Arab News states that he ‘aims to export weapons‘, I believe that SAMI has progressed a lot further, as I see it they are almost ready to implement defense solutions on a global scale, and this includes defense systems to several nations that Europe refuses to talk to for whatever reason. This goes beyond what we see in the Arab News (at https://www.arabnews.com/node/1547956), it goes beyond ‘electronic warfare and cybersecurity‘; it goes beyond the mere operational stage, beyond the educational and implementation stage. Together with General Authority for Military Industries (GAMI) they have created a new wave on a much larger scale than we have seen before.

Good business is where you find it and it seems that Walid Abukhaled is currently finding it everywhere.

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Warranty for non-use only

I started my Monday morning with a giggle, and that is always a good way to start the day. The Guardian (at https://www.theguardian.com/world/2019/mar/03/pakistan-denies-indian-claims-it-used-us-f-16-jets-to-down-warplane) gives us ‘Pakistan denies Indian claims it used US F-16 jets to down warplane‘, the idea that the Indian government is crying over getting shot down Pakistani air (airspace violation), whilst India has bombing attacks in Pakistani (whether valid or not), does it matter how they got shot down? They merely were not good enough. It goes further, not one media outlet is giving us the goods on WHAT was shot down. Either they do not know, or India is extremely silent on what they lost. For the most I did not care, that is until I saw: “The US has said it is trying to find out whether Pakistan used US-built F-16 jets to down an Indian warplane, potentially in violation of trade agreements, as the standoff between the nuclear-armed Asian neighbours showed signs of easing“, so why buy a plane that you cannot use? I know that it is not that simple, we all get that. Yet when we are also treated to: “It is not clear what exactly these so-called “end-user agreements” restrict Pakistan from doing. “The US government does not comment on or confirm pending investigations of this nature,” the US embassy said.” From my point of view, they should have been aware of that before going into pending investigations. The entire setting of ‘It is not clear what exactly these so-called “end-user agreements” restrict Pakistan from doing‘, should the US embassy not have read those agreements before making any statement around an investigation? The fact that all the media hides behind ‘shot down two Indian jets‘ is equally an issue.

Now as for the entire usage of an F-16, I am surprised that Pakistan would accept such terms. It comes across like ‘warranty valid from purchase at the counter, till the exit door‘. Now, we can agree that Pakistan does not have a great track record on incidents, yet we know that there is an issue in Kashmir and India ‘started’ this by bombing a terrorist camp in Balakot Pakistan. I will not oppose that action, yet the humorous and silly statement by foreign secretary Vijay Gokhale, where he called it a “non-military pre-emptive action”, cannot be taken too seriously either. Let’s face it; the Mirage 2000 is a military vehicle, plain and simple.

Still there is a larger concern; it is the stage of conditional sales of war machines. It is not opposing their sale as it was a choice made. And most devices can be used for offense and defence. So as we set the stage where something can only be used for one purpose, we see a larger issue evolve. When a stage changes, does that invalidate the sale? That is behind it all, if the US had clear indications that their places might be used in defence on another plane, should those war machines be allowed to be sold?

We can accept that the sale is set to a governmental stage that machines are to be used for defensive abilities only, yet in the stage of provocation, when do we accept the usage to be defensive? Which parameter triggers the defence option to be valid, especially in light of disputed terrain?

The Indian Economic Times (at https://economictimes.indiatimes.com/news/defence/balakot-iaf-strike-involved-over-200-hours-of-planning/articleshow/68172274.cms) gives us: “involved over 200 hours of planning that began following intelligence inputs regarding a second suicide terror strike somewhere in India“. When we accept that fact and the fact that it was aimed at terrorists, as well as an intentional incursion into Pakistan, would all the options not have changed? The stage no matter how valid it is to go after the JeM is set, you see unless anyone can give clear evidence that the JeM is in Pakistan backed by the Pakistani government, India set themselves up by proceeding on an act of war. If the camp would have been in Kashmir that entire issue would have been less complicated. It is not what is likely to be the case, it is what we can prove is the case and that is a bigger issue here and from that point of view the entire escalation as witnessed is a loaded one and my $0.02 here is that the actions of the US embassy are merely complicating matters. Whilst their claim ‘It is not clear what exactly these so-called “end-user agreements” restrict Pakistan from doing‘, is extremely sloppy to say the least. And that is apart from the US Embassy relying on the application of ‘so-called’ and ‘restrictions’; it comes across as a double negative of something not yet looked at. So investigating that before we see the howling cries of ‘US demands to know if Pakistan used F-16 jet to shoot down Indian warplane over Kashmir‘, which is still less interesting than finding out what exactly had been shot down. You see it matters, because the news that a 1983 MiG 21 lost against a Chinese-designed JF-17 fighter jet (or optionally a General Dynamics F16) is not that interesting; they lost a plane that had been taken out of production in 1985, so big deal, perhaps the Indian pilot would have made it back if he had a little more up to date equipment (like the Fulcrum or the Raptor) at that point it becomes massively interesting, especially if it would have been done using a JF-17.

So whilst we can look at it from different angles, the entire ‘end-user agreement‘ angle is just too hilarious. As I state before, we get that there is a clear need for passages like that at times, yet what will the US do after selling the F16? Not sell any more? Let’s not forget that there are a few alternatives that are not sold in America, or by Americans, those players are happy to take up the slack of the US at that point. It would be so much simpler if India had never decided to bomb Pakistani soil, which is the real complication. It might have been essential, we cannot deny that option, but it was tactically flawed in more than one way. Even as we recognise that Pakistan has its own flaws as well (the mention of ‘Pakistan immediately downplayed the airstrikes, saying no infrastructure was hit.‘) is also an issue. So either is intentionally not acting, or it is openly making statements for the JeM, either version is a larger issue for Pakistan.

Even as I might oversimplify the issue, I recognise that the entire matter is loaded on a few fronts, and we get that something had to be done, and something was done. However to set the stage where larger players are all about an ‘end-user agreement‘, all whilst the terms were as stated by themselves unclear and unknown trivialises the matter, and that is one part that should not be allowed for.

The dispute is old, and the BBC (at https://www.bbc.com/news/10537286) gives us: “before India and Pakistan won their independence from Britain in August 1947, Kashmir was hotly contested.” An issue that has been around for 72 years! Is it not time to talk to Kashmir about them becoming self-sufficient? As the BBC article gives us: “Many people in the territory do not want it to be governed by India, preferring instead either independence or union with Pakistan” is independence really that bad an idea? It seems ironic that a nation fighting to become independent from the UK (1947) is all about annexing a region that does not want to be with them.

I think that it is time that after 72 years of disputes and transitional violence from one side to the others, another solution should be found. And with the need to lower pressures, is independence of Kashmir not a valid option to consider?

We see the news in several ways by several players, yet only the BBC gives us what the locals want. They allegedly voiced: ‘independence or union with Pakistan‘, it is time to listen to the local population and educate or truly assist them in creating a long term future, mainly because all the present actions imply that there is no progress and there might never be progress. How debilitating is that for any local population?

 

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