Tag Archives: Greenland

Dangerous Speculation

This article is almost pure speculation. The people said what they did, as they always do, but the dots are connected differently. So as some dots will connect to a degree to one, there is nothing to stop anyone from connect the dots until they see a dragon, so beware. In the first, I have nearly always said that the United States of America was pretty much broke. The problem is that some connect the term ‘pretty much’ to a term thinking it can better that beast, but that is nearly always folly (court jester folly). So when we see that David Kelly gave us that the country is “going broke slowly.” No one really doubted this because going slowly can be almost any timeline. At present, the debt is 38.8 trillion. Then we get three quotes that kinda connect. The first one is “Trump is lying. I serve on the intelligence and armed services committees. There’s no intelligence that Iran posed an imminent threat to the U.S. or the American people” This allegedly comes from congressman Jason Crow. I cannot say for certain that he actually said that, so be aware and I use it, because it fits a picture, let’s say it is one of the dots. Then we get Anne Applebaum saying: “He does lie all of the time. And I find it fascinating (and sick) that he lies even “when he doesn’t need to”” Too many people and fat checks give her setting a thumbs up, but is it really connected? That becomes the question. The third statement comes from Bernie Sanders. He stated “Trump said we had to attack Iran because we can’t allow it ‘to have a nuclear weapon.’ Really? This is the same president who, in June, said: “Iran’s nuclear facilities have been obliterated.’ Vietnam. Iraq. Iran. Another lie. Another war.!” We saw the comments. We saw the outbursts and we saw the stage, Now, I am not saying that Iran is an innocent victim, there is enough to thwart that suggestion. Yet I have always accepted that if you do the right thing for the wrong reason that action becomes the debilitating act of corruption that we all face. I get a different picture. Americas is now (almost) broke, it will have to get its fingers on oil. Canada wasn’t giving up theirs, Europeans and Canadians were blocking America from getting its fingers on the spoils of Greenland and the oil from Venezuela is in the short term useless. So what remains? It is simple Russia and Iran, Iran is ‘relatively’ easy and Israel was able to help because Iran was a clear and present danger to the state of Israel. And now President Trump will accept someone ‘acceptable’ to the United States of America, as this person will allow America to drain the oil from Iran and the son of Ali Khamenei will never suffice. Trump says he wants to be involved in picking Iran’s next leader, and that is the leader that will allow America to drain its resources (at $0.10 per barrel) America is that desperate now (as I personally see it).

It has now and lately always been about the resources. America is as I see it, broke. And that is not a story any President is willing to tell its people, this is what you get when you cannot control Wall Street or the greed of people. And Iran is now paying that price. For the USA, the fact that Iran fired its missiles every where works, because as I see it, Iran isolated themselves perfectly , which works for President Trump, an isolated enemy has no friends to fall back onto and Russia cannot intervene, it has blocked itself and China doesn’t want to get into the middle of this. I reckon that on the side the fact that America is in this predicament works for the long game they have running, because President Trump exposed its weakness. They merely have to make sure that too much of that oil gives nowhere and China will come out victorious.

So is my setting that of the conspiracy theorist? Some say that the dots connected to a unicorn, not the realism that it was an anorexic rhino. When are dots dangerous? Well in the first is comes in waves and it often comes to images that aren’t anything. As such am I right (to a degree) or is the image too distorted due to sources? I let you decide that, but I gave at the beginning that there is a chance that I am writing an article “is almost pure speculation” so be weary of what you accept, even if the sources are spot on. It is one of the dangers of unrelated quotes. 

Have a great day. I am sad as my TV will take almost a week to arrive, no movies, no PS5. My life sucks (at present).

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Today is the difference

That is what people will tell themselves and I would agree, but there is a setting that no one ever expected. You see, America has just had its State of the Union. And the ‘books’ say that the state of the union is:

So we can assume that the Americans will be given a true representation of what is, what might be and what is desired. So we get two sources. First the Dutch NOS who gives us “‘US stronger than ever,’ Trump says in campaign speech riddled with falsehoods” (in Dutch, at https://nos.nl/artikel/2603925-vs-sterker-dan-ooit-zegt-trump-in-campagnespeech-vol-onwaarheden) and to avoid translating the whole enchilada, we can turn to CNN who gives us (at https://www.cnn.com/2026/02/24/politics/fact-check-state-of-the-union) ‘Fact check: Trump makes false claims about the economy, elections and crime in State of the Union’ and CNN fires of the first sinker of whatever battleship opposes it with “Many of them were long-debunked falsehoods familiar from his rallies, interviews and social media posts. These include various lies disparaging the fairness of US elections, his false claim that he ended wars that were never actually wars or never actually ended, and his fictional “$18 trillion” figure for supposed investment in the US over the past year. The subject on which he was most frequently inaccurate was the economy. Among other things, Trump overstated the performance of the economy during this presidential term to date, overstated the inflation he inherited from the Biden administration, used highly misleading figures when discussing gasoline prices, and wrongly asserted, twice, that foreign countries are paying the tariffs that are actually being paid by US importers.” And weirdly enough I get it, a nation that is broke is the most unlikely to state in its statement of the budget “We are destitute, we squandered all you have and the United States doesn’t have anything left, we are a drowning vessel with no hope for shore. It sounds like a passenger on the Titanic that asks “Is land far away?” And the crew member states, no madam, it is a mere 3,800 meters to land. The lady asks what direction she should swim. The crew answers straight down. 

That is the setting as I see it, that the United States of America is in. The 18 trillion is to avoid the discussion of the United States defaulting on its loans, because that will be the next setting to scuttle Wall Street, pension funds and several other funds who have been banking of US Treasury bills. And I am not alone, David Kelly (JP Morgan) stated last October that the United States was going broke slowly, I am no longer convinces that it is going slowly. As the America administration is vying for the next hype, they are banking with funds they no longer have and as I see it, any nation with US treasury bills is about to sell them with a loss and there is no going back. I warned for this for almost a decade and no one wanted to listen. In stead of overhauling the tax system, people started screaming that they should tax the billionaires whist that might merely stop the avalanche that comes for a mere week and it would be unlawful. But that is for another day. CNN also gives us “As of the night of Trump’s address, the White House’s own website said the figure for “major investment announcements” during this Trump term was “$9.7 trillion,” and even that is a major exaggeration; a detailed CNN review in October found the White House was counting trillions of dollars in vague investment pledges, pledges that were about “bilateral trade” or “economic exchange” rather than investment in the US and vague statements that didn’t even rise to the level of pledges.” Sol why did he double it? I reckon that the economy is at a massive decline with waging war on Canada, Greenland and a few other places. Canada and the EU are don’t with him. I personally believe that China is too, there is too much in the recession pipeline, China has won and the United States lost. A war that never had any chance of success. Why? When you consider the ‘innovation’ that some tech companies proclaimed all whist they cannot figure out the innovation that Huawei is sporting, that should be enough and now that we see some political game between OpenAI and Microsoft with hundreds of billions at stake, the AI war is seemingly settled in favour of Google, AWS and IBM. So whilst we get all kinds of innovation speech on how AI can replace COBOL programmers (downgrading IBM stock by 10%), we are unlikely to see that happen, as such IBM stock will repair itself and the proclaimers of that setting (Anthropic) fail to deliver, their basket will be floating down the Nile to the space of a hungry Crocodile. And in all this no one is asking how Anthropic got the trained DML engine that could do this, because if it only went from the manuals, they are in for a big surprise as I see it. IBM programmers got COBOL to cry ‘mommy’ whilst getting 12 statements out of 8 lines. I know it does not make sense, but there is a bigger setting and whilst I only casually did COBOL in 1985, I am in no way an expert. Yes there COBOL AI can run circles around me, not IBM programmers wit decades of experience. And that is merely one of many setting where the America Economy falls flat. And the United States are making it harder on itself with every iteration of tech enterprises that are playing some bluff game and are setting the bar to miscommunication in the 11th hour. That Is how I personally see it and the media is chasing digital dollars, so they are mostly no help. 

Then CNN gives us “Trump claimed gas prices are “now below $2.30 a gallon in most states, and in some places, $1.99 a gallon.” But no state had an average gas price on Tuesday below $2.37 per gallon, according to AAA; only two states had an average below $2.50 per gallon. And while there are some individual gas stations selling gas for below $2 per gallon, they are scarce; Patrick De Haan, head of petroleum analysis for the firm GasBuddy, said during the speech that the firm found just four stations across the country below $2 (aside from special discounts) out of the roughly 150,000 stations the firm tracks, so about 0.003% of the total.” As such we see the state of the union a setting where the United States might actually be broke, I have no evidence to that effect, but it renders correctly with all the other facts we are given and the other settings we have been watching for years. As such today is the difference and I wonder who will actually as the president of the United States whether it is acceptable that the State of the Union was based on incorrect miscommunications. 

A fair question, not?
And now I hear (unverified) that Canada has told StarLink to vacate Canada, its allocated frequencies have been retracted, its hardware must be removed in 60 days and as I see it, that will imply that America gets even less money now. As I stated, this was unverified and asI had only one source, it is not enough. Perhaps I get more data later, but for now, whomever hears that news, take it with a spoonful of salt. 

So have a great day and feel free to question the data your government gives you. 

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It was initially speculation

That is where I was this morning. I had a speculative view on President Trump, but with the news that CBC gave me a few hours later (at https://www.cbc.ca/news/canada/trump-gordie-howe-bridge-9.7081924) where we see ‘Trump threatens to block opening of new bridge between Windsor and Detroit’ and it comes with the statement ““I will not allow this bridge to open until the United States is fully compensated for everything we have given them, and also, importantly, Canada treats the United States with the Fairness and Respect that we deserve,” Trump wrote in the post on Monday.” So if people are willing to bite into this one sided setting, beware. The words “until the United States is fully compensated for everything” is a presumptuous setting that I might have been more correct than even I figured out I was. As I see it the United States is out of money, or perhaps more accurately they are scooping the final dollars from the bottom of their coffers and they are now in a day by day setting to figure out what bills to pay and which not (like the Jersey train tunnel) for that story see yesterday’s blog.

I wonder what commerce President Trump thought they had coming from the Gordie Howe bridge. And the ‘sort of’ response that Canada received was “Trump made the threat amid a 299-word post in which he said Canada has treated the U.S. “very unfairly for decades,” complained that the bridge was built “with virtually no U.S. content” and repeated his criticism of Prime Minister Mark Carney “wanting to make a trade deal with China.”” We can snigger all we like against the response which might be considered one of the least intelligent and least fact laden responses that any government has EVER received. And as I see the debt driven United States flex whatever lard they have, we see that these are the final acts of a nation that has no more. It wanted a debt driven society and now you see what it amount to, less then nothing.

Could I be wrong? That is always a fair question and I believe I am. I saw these settings evolve from the stupid attempt to convince that Canada might become the 51st state, then Greenland, after that Venezuelan oil and Venezuela, like a desperate crack whore trying to get one more score. And now that all this is failing they are stopping the Jersey tunnel (for which funding was already achieved before Donald Trump became President Trump and now we see the Gordie Howe Bridge, optionally one of the the last straws that could bring commerce to Detroit. When you see all these settings and after they already shutdown the building of wind farms (some speculated that this was to appease the oil owners). All whilst President Trump is shutting down higher education to some degree. As CNBC gives us with ‘Trump’s ‘big beautiful bill’ may spur significant changes to higher education in 2026 and the rise of ‘un-college,’ experts say’ (at https://www.cnbc.com/2026/02/08/trump-big-beautiful-bill-college-education.html) where we see “Ballooning college costs and the student loan debt that goes along with them are partly to blame. New borrowing limits for 2026 under President Donald Trump’s “big beautiful bill” are another factor. Plus, students are increasingly seeking job training and career-driven pathways to secure a foothold in today’s softening labor market.” When you take away the boasting elements we see that the United States can no longer afford the streams they themself instigated and whilst the world is becoming more and more aware that AI does not exist (merely Near Intelligent Parsing (aka NIP) which amounts to DML and LLM) and all these settings are getting a front seat at the legal court cases that are now under advisement. 

We are getting Legal Misconduct/Hallucinations (Australia), Copyright Infringement (Disney and Universal), Training Data Disputes (GEMA won a case against OpenAI), Evidence Issues and AI in Sentencing. Then there is a chance that I have a case against parties in Singapore and the United States over what could be AI abuse of my Intellectual property and whist some ‘claim’ that this could be set to $1,500,000 per case I am looking at an optional 6,000 cases, so I might be wringing my hands fairly soon (unless a deal is made). We are seeing all these events in play all whilst that so called “Trump’s ‘big beautiful bill’” which could be another setting for a ‘dream castle in the sky’ or at least that is how I would like to phrase it. All these elements seem ridiculous, however it amounts to the setting that the United States are out of money and that is before they consider that the $500,000,000,000 towards StarGate LLC might be a wash (basically a massive write-off). If you want to consider that I am wrong, feel free to do so, but I do request that you take a hard look at the fact that the media isn’t giving you because I made mention of this setting as early as July 8th 2024 in ‘Two issues caught my attention’ (at https://lawlordtobe.com/2024/07/08/two-issues-caught-my-attention/) and I made more mentions earlier than that and the media is ‘caught’ unaware? 

So, do you think that I am merely speculating? Or is there something to be seen? I am not telling, I am asking. I gave my version and you are seeing why is playing. In the first, why would President Trump stop a project that has assigned funds and would secure the new jersey line for another century because he is demanding Penn Station and/or Dulles Airport after him? Are people nuts? There is more in play than the sanity of one man, because if that was true Wall Street would have made a massive outburst in the direction of the White House, but they remain silent. Why? I believe that I was right all along, but I understand that my word might not be much towards others. As such you should investigate yourself, it is only the best you can do. In the meantime, I will stand with my Canadian brethren, because that is what a Commonwealthian does. He (She also) stands with his brothers and sisters.

That is what I have to say over the situation as I see it, it might be speculative, but too many facts seem to feed this speculation. I will leave it up to you to decide if this is a mere speculation or my brain going nuts, or perhaps there is more.

Have a great day today.

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Counterpart of the equation

I saw something this morning that made me giggle. The Sydney Morning Herald (at https://www.smh.com.au/business/banking-and-finance/trump-sues-america-s-biggest-bank-and-its-billionaire-ceo-20260123-p5nwep.html) gives us ‘‘Blacklist’: Trump sues America’s biggest bank and its billionaire CEO’ where we see “President Donald Trump sued JPMorgan Chase & Co. and its billionaire chief executive officer, Jamie Dimon, for at least $US5 billion ($7.3 billion) over allegations that the lender stopped offering him and his businesses banking services for political reasons.” Like a toddler crying that mommy isn’t giving him a popsicle. I personally believe that there is another reason, but that is not how President Trump flies. No, his ego isn’t ready for that yet. Although should the EU collectively dump the US treasury bonds they have he will cry different tune. I was aware of the danger for over 12 years, but David Kelly at JP Morgan gave us (around January 9th) that the USA is going slowly broke and the tantrums that President Trump has been handing out all over the place doesn’t help. Tourism down, Commerce down, services basically gone and that list goes on. So as I see it, what was ‘defined’ as “going broke slowly” might not be so slow anymore. And now we suddenly see that “the lender stopped offering him and his businesses banking services”, I have my doubts. You see, when a customer comes in one bank and that bank states you aren’t welcome anymore that person should state “I’ll take my business across the street”, the fact that President Trump isn’t doing that shows a much larger play that he is preparing for. You see, when the American economy implodes he needs to have all his fish on land. First there was the BBC, then The New York Times and Penguin Random House and that list goes on, as such there is more than a ‘theme’ going on President Trump sees what is coming and he wants to sleep in utter luxury but as I see it, whatever he has in America would become cannon fodder overnight. And for me it is optionally great. When certain players see what Microsoft, Amazon, Google and a few others left lying on the floor. The optional come in (I personally hope Tencent will be among them) as such (as I personally see it) the station of utter BS given to us all by the American administration where I particularly like the quote given to us by Scott Bessent “the U.S. is unconcerned by Treasury sell-off over Greenland and calls Denmark ‘irrelevant’” and the was for $100 million, but the EU has over $2.8 Trillion and that will require a very different response, but as I see it, no one is ‘handling’ President Trump, to the chance of Europe dumping whatever bonds they have is becoming considerable. Then there is the offshoot that Japan will dump the $1.2 trillion bonds they have and vice versa. Should Japan dump whatever bonds they have as the setting for Japan is seemingly more dire than they ever faced, Europe is sure to follow. So as I see it, the American Administration is roughly in a tough spot. As I see it, President Trump pushed for the visibility that JP Morgan Chase is gaining partially due to the underlying setting of David Kelly. What a tangled web we weave ourselves, innit?

So the first question I have for myself is “Could I be wrong?” The answer is yes, definitely. But ask yourself, why does President Trump go for the suing procedure when he could have taken his business across the street of Wall Street towards Goldman Sachs, Bank of America, Morgan Stanley, Citigroup, Barclays, UBS, Deutsche Bank, Evercore, Lazard, Jefferies Group, Wells Fargo, BNP Paribas. With that many banks with service in the offering, why take the ‘suing’ route? Political ‘discord’ has existed in financial institutions for decades. As such my path makes a lot of sense (is it enough?). And as it was JP Morgan who alerted us to the ‘broke’ setting the path of suing makes also sense. It comes across as “I warned you not to illuminate our desperate standing” even though I already saw this setting come to the United States in 2013 and the path of Venezuela and Greenland merely sugarcoated the desperate setting the United States is under. For that matter, when this is brought to light be decent journalists the rest of the financial media is pretty much done for. I saw as a non-economist what these overpaid people did not? It will be less then a month when others start screaming the names of the involved stake holders. As such it will be quite the parade and the United States? I reckon that as their infrastructure will implode, it will face a full scale civil war like the Netherlands faced it in the hundred year war (it was part about poverty, hunger and the plague, it went from 1337 until 1453) it wasn’t a complete staged war, but several battles in a short term and it was the daily setting for close to 5 generations. That is what the United States is looking towards and with the weapons we have now, it will be a lot shorter, but the deaths will be on an increasing scale. And as I see it, President Trump sees what is coming, and with the friends he has, he needs to be certain he gets the amount of money so that he can outlast three generations and there is not much place for him outside of America, so he needs to be certain that he gets what he believes he is worth, the best he could hope for in Russia (pretty much his one ally) is a two bedroom flat somewhere in the MKAD (Moscow Ring Road) is pretty much all he can get and as such he needs another option. Perhaps he will go the way of Escape from New York, where the entire island of Manhattan becomes his personal prison, population 3. It isn’t realistic, but any person can dream can’t they?

So whatever the real reason that gave JP Morgan and Jamie Dimon got them their ‘blacklisting’, I have questions and I have doubts. Suing is just so over the top. What would happen if I sue Telstra in Australia as they didn’t want me as a business customer? No matter how valid their reasons were, Australia has Optus, Vodafone, NBN, Aussie Broadband, Superloop, Dodo, Exetel, Swoop, AGL, Origin and that list goes on for a while. The entire America settings feels wrong. And that is merely my view on the matter.

Have a great day today, it’s Friday (yay).

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The Australian play

That is what I am seeing and it comes from Discovery Alert. We are given (at https://discoveryalert.com.au/gina-rinehart-saudi-arabia-exploration-2026/) we are given ‘Gina Rinehart Saudi Arabia Gold Exploration Joint Venture Unveiled’ and as I see it, it is good news for Australia. You see, she is as big as they come. By some estimates she is worth billions and she is listed as one of the 100 most powerful women. (They say that is nice). What is said is that she makes Rio Tinto look like the local grocery shop. I cannot say how that plays out because mining is not my cup of tea (neither is tea for that matter). What does matter that she can forward Australian mining interests and get the Australians to do that work. The article gives us “The global mining industry stands at a critical inflection point where traditional resource-rich nations face increasing pressure to diversify both geographically and strategically. Furthermore, the Gina Rinehart Saudi Arabia exploration play exemplifies how established operators navigate emerging markets that present compelling opportunities for companies willing to tackle complex regulatory landscapes and geopolitical considerations.” So whilst President Trump is making some play for Greenland, the short and sweet of it, that any mining operation will lack staff member (those who can operate a pick).

For the IT people really grasping in the dark on the subject, the image of such a device is shown above. It slightly resembles what you see in Minecraft. And when you consider how Saudi Arabia is diversifying, the quote “Saudi Arabia’s transformation into a major mining destination represents more than economic diversification. The Kingdom’s systematic approach to mineral exploration significance through Vision 2030 creates unprecedented opportunities for international partnerships, particularly with operators possessing proven track records in large-scale project delivery.” As I see it, the Australian Ambassador to Saudi Arabia (most likely in Riyadh) will be dancing in his office because Australia is likely to set the table with a large place setting for Australia. As such there is reason (for Australians) to be joyful. In a time where we are all hindered by American politics and the setting that we see through bully tactics is one that is all about America, but here Australia has the advantage. So whilst we are setting the stage through “The convergence of several macroeconomic forces creates compelling incentives for Australian mining companies to expand into Middle Eastern markets. Saudi Arabia’s mineral endowment remains largely untapped, with geological surveys indicating substantial gold, copper, zinc, and rare earth deposits across the Arabian Shield formation. Vision 2030’s economic diversification mandate allocates significant capital toward mining infrastructure development. Consequently, this creates favourable conditions for international operators. The Kingdom’s commitment to reducing oil dependency drives aggressive timelines for mineral exploration and production.” I would like to ‘translate’ this into In Saudi Arabia, when looking for the settings of Gold and Copper (other minerals too), Australia is the one party to talk to and as I see it, Gina Rinehart made that happen. No American required. Come to think if it, what drove these Americans away from such an opportunity? I get that Mrs Rinehart is in her ‘element’ but there are plenty of others who are that too. Is American (lack of) diplomacy now starting to annoy too many people? I actually don’t know and as my ‘geology’ lessons are basically limited to Minecraft, I have no idea how the moves of Mrs. Rinehart were. So in a time where everyone seems to be digging for rare earths, Australia is making its marker in Saudi Arabia. So we (read: Australians) have plenty to be happy about. 

And whilst the article also gives us:

As such there are plenty of reasons to be happy in these trying days and whilst people lacking geology knowledge (including me) do not see the advantage of: 

What Makes the Nabita Ad-Duwayhi Gold Belt Commercially Attractive?

The Arabian Shield represents one of Earth’s oldest continental formations, containing Archean and Proterozoic geological structures with documented gold mineralisation.
The Nabita Ad-Duwayhi Gold Belt specifically exhibits structural controls consistent with world-class orogenic gold deposits.

And as I see it, the message to America becomes “You snooze, you lose” which is something that Mrs. Rinehart wasn’t doing as she is now involved in the Joint Venture with Saudi Arabia.

You know it feels good to write positive things, things I had no control or influence over. I am just a happy writer making you aware that (as I personally see it) Mrs. Rinehart will be needing a lot of miners in the near future. 

So you all have a great day and it is almost time to make myself a plate with pasta, as much I am shutting down for the evening.

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The other direction

I have been upset for a few days as President Trump keeps on his bully horse and started to claim yesterday that those who oppose the annexation of Greenland will face tariffs. I don’t agree and I don’t accept that. But who am I? I am a nobody, my word doesn’t count. But I do have a sharp mind and I suddenly realized that there is another path for miners. You see, at present Discovery Alert gave us yesterday ‘Saudi Arabia Mining Investment: $110 Billion Plan Transforms Economy’, that I a noble setting and it allows miners who don’t like the Trump approach to Greenland to select another path. A nation that is using 110,000 million, is likely to have need for miners. The article (at https://discoveryalert.com.au/saudi-arabia-mining-investment-2026-critical-minerals/) gives us “The convergence of artificial intelligence expansion, renewable energy infrastructure, and digital transformation creates extraordinary pressure on mineral resources that were previously considered secondary commodities. This supply-demand imbalance fundamentally reshapes investment priorities, with institutional capital increasingly flowing toward jurisdictions that can deliver both resource security and operational efficiency. Against this backdrop, Saudi Arabia mining investment has emerged as a focal point for international attention, positioning the Kingdom as a strategic alternative to traditional mining powerhouses” also gives us “Geological surveys across the Arabian Peninsula reveal substantial untapped mineral deposits spanning multiple commodity classes. The Arabian Shield region, covering approximately 650,000 square kilometres, contains significant concentrations of both traditional mining commodities and critical minerals essential for energy transition technologies. These formations represent billions of years of geological activity that concentrated valuable mineral deposits across diverse terrains.

Recent exploration campaigns have identified promising zones for copper, gold, zinc, and rare earth elements. The geological diversity extends from volcanic-hosted massive sulphide deposits to sediment-hosted copper systems, providing multiple exploration targets across different mineralisation styles. This geological complexity creates opportunities for diversified mining portfolios rather than single-commodity developments.” When you are mining over 650,000 Sq/km there is probably a need for more than a dozen miners and that is where these people not too savvy on Greenland as a destination, to select the warm beaches of Saudi Arabia (they have really large beaches). So when we see mentions like ‘Mining Diversification Strategy’ I reckon that they will need manpower before too long and doesn’t that suck for President Trump? A setting where people get to chose where to work. Its a brand new day. And this is in the kingdom of Saudi Arabia, they don’t need to share anything with the USA, it is all for the kingdom. 

So while some people will ‘like’ to work and get into the good graces of President Trump. I foresee a larger play, especially when he is no longer in office (in 1099 days). I foresee a witch-hunt that we haven’t seen since Joseph McCarthy (1950) and this time it will be the democrats, so if you have a MAGA hat, you better play duck and cover, because it will be an uneasy time for any of these MAGA people, but beside that, all who catered to the needs of President Trump will be held under a loop and very precisely looked at. I don’t think that is right, but I get the sentiment behind this. So anyone with a different option would be in a decent place to accept whatever they can. And it is not just Saudi Arabia who is digging for rare earths, but they are the people with the coin and the area to explore. 

And that is not the only setting, as I see it, Saudi Arabia also has plans in the “Aluminium production, which requires reliable bauxite supplies and substantial energy inputs for smelting operations. Saudi Arabian bauxite resources combined with competitive energy costs create advantages for integrated aluminium production. This vertical integration captures value across the complete supply chain. Processing facility development emphasises environmental best practices and energy efficiency to maintain competitive positioning. Advanced smelting technologies reduce energy consumption while minimising environmental impacts. These improvements support long-term operational sustainability.” So as I see it, they will need more than miners. I reckon that plenty of jobs can be done by local Saudis, but some of the specialized people have a chance and they also need to train local population, so that comes (as I see it) with a second pay check, so in a time where the economy is bristling with dangers, Saudi Arabia could holding the better paycheck for people to consider. 

As I see it, the other direction is a lot more appealing in the long run, because as I see it, the American Administration doesn’t really think of the long run and I proved that with the previous article. 

So have a great day and I am almost at Sunday (a mere 150 minutes away). So enjoy today and if you are in Toronto, its almost Saturday Brekkie time, as such I wouldn’t mind being there and have another brekkie (then return to Sydney for a second breakfast).

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A call to arms

That is at the foundation of my thinking. When I saw the news ‘Trump threatens new tariffs on countries opposed to Greenland takeover’ (at https://www.bbc.com/news/articles/c9qpy952xvno), Al Jazeera gave nearly the same news, something cracked in me. I became agitated and as such something has to be done. We can threaten with arms, but my skill (beside a marksman) has always been my insight in data. And as Such I am calling the following persons to active duty of a sort.

There might be more, but they would fall under the ‘all other’ mention that the US Treasury has, it would be nice if China and Japan would stand with the EU and Nato, but they have their own ponds to worry about. But these people control $2.8868 Trillion in US Treasury bonds and with America now threatening those who stand with Denmark and Greenland with tariff sanctions, there comes a need to show that man who has the power and it is not him. As such I am kindly asking these people to sell (or dump) all the treasury bonds they have and give President Trump a decent headache of nearly 3 trillion dollars. 

I reckon that he will sing a very different tune soon enough. The entire setting of ‘national security’ is just an excuse for something else and I have voiced my concern more than once, but in this case it is a simple setting of “President Donald Trump on Friday threatened to place tariffs on nations that do not go along with his ambitions to annex Greenland.” And I feel for Denmark and as such it is time to turn the play around, because with additional trillions, America will get a new severe headache. One that they cannot run from because they never controlled their spending habit. I agree it is a bit much, but seeing that most of us are being made redundant whilst we see this happening and the media is going along with whatever story they are handed from the power players I a little bit too much for me, and as such I propose this solution. 

Perhaps this will wake up the American Administration into playing nice, there is only so much we are willing to accept. So have a great day, it is 05:30 here now and I am currently done with sleeping. It sucks to be me.

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Consideration or realisation?

That is at times the question, because I was ‘informed’ of something I didn’t know (mostly because I don’t care) but it does set a different tone to other matters. We already knew that China is ‘market’ leader here, Some might have seen quotes no unlike this one “By the early 2020s, China accounted for roughly 70 percent of global rare-earth mining and more than 90 percent of processing and finished metal” some have seen this before and I am not vying for accuracy on this. I’ll accept it as is. So as America is so on the ball towards Greenland, the news I saw today has me stumped. We get from Discovery Alert (at https://discoveryalert.com.au/rare-earth-processing-saudi-arabia-2026-strategic-partnerships/) less than 12 hours ago ‘Saudi Arabia’s $1.5 Billion Rare Earth Processing Joint Venture’ with the added “The global rare earth elements sector stands at a critical juncture where supply chain concentration has created strategic vulnerabilities for advanced manufacturing industries worldwide. As dependencies on single-source processing capabilities intensify across defense, aerospace, and renewable energy sectors, alternative processing hubs have emerged as essential infrastructure for maintaining technological sovereignty. This analysis examines how new joint venture in Saudi Arabia for rare earth processing initiatives are reshaping market dynamics through strategic partnerships that leverage regional industrial advantages while addressing critical minerals energy transition needs.” Why would President Trump want to wage a losing war on the EU over Greenland? It is not national security, it seemingly is not about the rare earths, depending on what Greenland has and it does have diamonds there, but how much of that 3D carbon structure is there, I don’t know. And when the article comes to ‘Key Partnership Structures in Saudi Rare Earth Development’ we might get a clue. The agreement gives us: 

So is that it? You can see the roundup at https://www.criticalmetalscorp.com/projects/project-tanbreez/ and it gives us “The Tanbreez Rare Earth Project is an advanced, permitted asset poised to become a cornerstone in the global supply of rare earth elements (REEs) for North America and Europe. Positioned to deliver a sustainable, reliable, and long-term supply, this world-class project is set to meet the surging demand for critical minerals essential to national security, advanced technologies, defense systems, and the green energy transition.” Would it be THAT simple? The United States doesn’t want to share and doesn’t want Europe involved, so it does this? It gives my “America is broke” setting additional value, but does any nation want to go to war over this? It is an unspoken setting towards governmental greed and as far as I can tell the media is seemingly completely stumped on this. Now if these two sources are bogus, so is the mindset on this, but the second source has a whole range of ‘likable’ people completely with LinkedIn settings. As such how could the media have failed us all to this degree?

The second setting is Discovery Alert, if they are on the up and up or not. And it would be a fair question to ask this, but I have no idea and something this juicy I set in my blog. There is always the setting that they are the bamboozlers as such they can deal with the fallout that the Saudi government gives them as well as the Department of Justice. I am pretty sure that the White House is detesting to be used as a punching bag for any kind of media. 

But what if it is all true, how defining are these two documents on how broke The USA really is? Well first there was the debacle about the 51st state (Canada) and how great America’s healthcare really is (I still haven’t stop howling on that one as Canada’s healthcare is vastly superior), we then get all kinds of other reasons and Canada merely looks around and makes larger deals with Mexico, Seemingly the UAE, Europe and now China. So as I see it, Canada is coming out on top and the USA has a dwindling revenue setting. Then we get the Venezuela oil setting where the oil tycoon’s in the Unknown Settings of Avarice are bailing out as they don’t have the stomach to do this over there. I was of the mind to set up the refineries in Texas and ship all the crude to Texas for processing. It gives Texas the jobs, it gives America the revenue and you merely waste 2-3 tankers which will require intense scrubbing, but that is my oversimplified setting here. And after that we get the Greenland setting where ABC reported 10 hours ago ‘European troops won’t change Trump’s ambition for Greenland, says White House’, as such the question becomes is America that broke or is there something else going on? The two settings clash as I see it and as I see it, there is an unknown factor in the works, because no one is so mentally so unstable to take on Europe, especially as Europe is holding significant amounts of U.S. Treasury bonds (over $3 trillion in total debt, including the UK), viewing them initially as safe investments, but recent geopolitical tensions, especially regarding potential U.S. trade or foreign policy shifts and when Europe dumps those treasury bonds, the US debt rises to well over 40 trillion, because they cannot survive that setting. It will result in Japan and China dumping their bonds as well and the economy that the White House thought they had evaporates like snowflakes in a volcano. You can see that in action in Iceland, and they have a few other examples where snow evaporates really quickly. So I have to wonder as a non-economist, what am I not seeing? What more is there and what is the media keeping hidden (through embargo or other means). I wonder because I just saw a part being raised that I never considered before. I always keep in mind that I am missing something, but this is something the media should have reported on and I am not seeing anything on this. And come to think of this, why would someone mess with what is called “to deliver a sustainable, reliable, and long-term supply” I am grasping at straws here at present, because no-one wants a war with America, they won’t win but I have friends I Europe and It might be nice if they outlived me. And for that matter, my financial setting will not improve if the US dollar collapses because that is now also in the works.

Have a great day, it is almost Saturday brekkie time (in about 13 hours), so see you all for my next blog.

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Doubt

There are points where there is doubt, and then there are points where doubt does not come in. I for one have no doubt that President Trump is faking a lot, we see the rhetoric “If we don’t take Greenland, China or Russia will.” I don’t think so, but I have no data that sways me from one side to the other. Russia just got bitch slapped by Ukraine and NATO has no problem to do that to Russia a few times more. China has its own rare metals deposits all over China and as I see it, USA is broke, they need it more than the other players, especially as the oil tycoons don’t see an option in Venezuela. The other side is also about war drums. They will cancel every base America has in Europe. That is nice, but Rammstein is one hell of an investment by its soldiers in Kaiserslautern, when that goes the economy from that town gets a left cross, a right cross and an uppercut, straight into the wallet of that place, but perhaps Germany figured on those losses and will persevere. There are several other bases that gets closed down and I’m all for that, they attacked and they are now putting the fire under Greenland (Denmark too). Al Jazeera gives us less then an hour ago ‘Danish FM says Denmark, US still ‘differ’ over Greenland’ They give us that “US President Donald Trump says in a post on Truth Social that the United States control of Greenland is “vital” for his planned Golden Dome air and missile defence system.” Whilst 16 minutes ago the were given “Now, they’re willing to talk about the possibility of expanding US bases. The US has had a base there for many, many years. They have a base there at the moment, it has about 150 personnel there, but the Danes and the Greenlandic government are willing to discuss expanding the US military presence there. But Donald Trump says that unless it’s under US control, then anything less is unacceptable, and he’d like to see the US move into Greenland sooner than later.” And no one raises how broke the USA actually is, that is the crunch of it all and the is why President Trump needs Greenland, not for any other reason, because if national security was the issue there would have been a base expansion. Its really that simple.

ABC gave us 13 hours ago “He also said he would rather “make a deal” for the territory, but added: “One way or the other, we’re going to have Greenland.”” Which is feeding my ‘USA is broke’ setting, but nothing more than that. CNBC gives us a mere 13 minutes ago ‘Trump, Denmark have ‘fundamental disagreement’ over Greenland but will keep talking, officials say’ this makes it sound desperate, Denmark gave their answer and Trump now comes across as the teenager which is silenced by the girl stating ‘If you shut the fuck up, I’ll have sex with you’. Yes it sounds weirdly desperate and for the reason that he is broke, he needs to take that posture, because the moment he starts mining and not expanding the base and other settings they ‘need’ for national security, my point stands and the global media is shown as utterly useless, especially their economic columns. So I reckon that we can point at these media dodo’s at the next Davos in the desert and ask them whatever they aren’t seeing now, they’ll be getting their daily dose of news with a healthy set of sarcasm wherever they turn. Oh, and I insist on a published list of American Stakeholders, they might have done their jobs, but they get in the USA unemploymancy line, because as I see it, they are through in the EU and Commonwealth. But that is a setting for another day. Another setting Al Jazeera is giving us a mere 14 hours ago was ‘Why Greenland and Europe might have to offer Trump concessions’, I get it, it would settle the pressures that the USA is seeing and that would make Wall Street happy, but that still exposes the President Trump setting with a declines credit card. With “Europe might offer a minerals deal and greater US security presence on Greenland. But will that be enough to satiate Trump?” On one side there is the chance that the shorelines of the American east coast could rise 3-5 meters as there would be an enormous ice melt on Greenland, so happy us, on the other hand, what is left of Greenland would throw its lives in all kinds of hardship and that is not good. And I am a sneaky one, as Al Jazeera is giving us “Copenhagen is tooling up. It has announced $4.2bn in extra defence spending for the Arctic. And it is buying 16 more F-35 fighter jets (from, of course, the US). But even so, Denmark would have little chance against the full might of the US military.” There is every chance that those 16 F-35’s will be cancelled and they might buy the Gripen, or perhaps even the Future Combat Air System (FCAS), I think it is not a good idea to buy from the people that are trying to invade your domain, but that might be just me. 

All this whilst RFI gives us 11 minutes ago ‘Macron warns of ‘cascading consequences’ if US seizes Greenland’ here we see ““France is closely monitoring the situation and will act in full solidarity with Denmark and its sovereignty.” Macron’s comments came after US President Donald Trump said American control of Greenland was “vital” for a planned Golden Dome air and missile defence system.” And as I see it, there is some bad blood here too (something about submarines), so as I see it, almost all of Europe is up in arms about this and there might be some consideration that USA could end up getting thrown out of NATO, President Trump doesn’t care about that anyway (several quotes to that effect were given), which will free up all those bases in Europe as well and as Russia is now a mere shadow from what it was (due to the Ukraine) a different setting might be playing out and as that happens, when Russia and China are ‘discussing’ what to do with the USA, the average American will enter a new stage of being a third world citizen. Several mentions have been seen all over the media, but with the thoughts I saw from the data I have had in my possession for over 13 years, the setting sounds right, but I fear that this is where my opinion is not enough. When the infrastructure collapses, the average would be grateful to be a third world citizen, their lives will be worse than the lives the people had in 1932. By then, one of every four workers was unemployed. Banks failed and life savings were lost, leaving many Americans destitute. With no job and no savings, thousands of Americans lost their homes. This time around one in three will be without income, all pensioners are without money and millions will be without a home. And when these banks collapse they will be confiscated by others and picked dry like a vulture goes after the carcass of the banks. That is what I expect to see, but I will admit that my view is beyond gloomy (and highly speculative), the fun I am getting now is that others are hiding behind their AI systems thinking it is not going to be that bad. So they are using training on data that has not existed before, their AI systems are highly unvalidated and none of the remaining data was verified. So when they figure out what that will entail, others will figure out that you cannot train data on setting we have never seen before and that will crush their AI dreams (which never should have existed). And for the Americans wanting to avoid that, Saudi Aramco is giving us 

We are looking for experienced professionals in a wide range of fields including engineering, geosciences, drilling, R&D, as well as education, finance, law, and other administrative areas. We generally seek candidates who possess a minimum of five to 10 years of applicable experience. Innovation is highly valued here at Saudi Aramco, and thesis work that furthers the industry’s general knowledge of oil and gas exploration and production is of particular interest. Active participation in relevant professional associations is also looked upon favorably.

So up to 3500 people can escape the hardship that is coming for them. I reckon that I will try a setting with ADNOC, they also need people and I fear that large parts of the Commonwealth will be equally hit. Larger part of the Commonwealth ‘embraced’ the American setting for too long, these firms will implode and the need for data cleaners and data validators will not be in great demand, they are all dependent on firms based in the USA, and when that goes, 4 out of every jobs in that sector will vanish. Not a good thing. So whilst in doubt I say onto you, never believe one source and verify all you can, because you are about to make hardship decisions and that better come through verified sources, because you will be making too dangerous a decision on anything not verified or validated. 

That is life and that is the life you must avoid. And for those people stating that my words are harsh and stated on the way they are, I say “I get that and you are free to consider any option”, but this is how I see it and the fact that Greenland is still playing out is the reason that there is ‘wiggle room’ and if my setting of ‘USA is broke’ is wrong, so is this entire setting. But there have been economists (read: JP Morgan) who made similar claims and they are better at this then I am and when you take that setting with Venezuela my picture looks a lot more precise that anyone should consider wrong and 23 hours ago we were given ‘Venezuela Oil Revival: Years and Billions Needed’, The USA doesn’t have years and the oil tycoons aren’t willing to invest billions in that direction. It comes with the additional quote “According to TotalEnergies CEO Patrick Pouyanne, significant investment and time are required to restore Venezuela’s oil production capacity. TotalEnergies is a global multi-energy company that produces and markets energies on a global scale.” And that was for starters, so I get that President Trump must have Greenland, their 57,000 citizens sound more appealing than the 92,600 soldiers that Canada can set up that way when it tries to invade Canada, simple calculus and with that he is attracting the armies of the entire Commonwealth, he could win, but the losses for America will be great. And before we get to that, the USA banks will have cracked. No, Greenland is as I see it the only option he has at present. 

But there is doubt in a lot I said in here and there is a fair bit of speculation in all this, there is one thing I am decently certain of (no one is ever 100% correct), the USA is broke and it is about to show. Have a great day.

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Price of oil now $15

Yup, saw it myself, a gallon of sunflower oil now $15, as such I wonder why President Trump is panicking? Any grocer has it, so why settle for Venezuelan oil? OK, he has the bankrupt stigma over his head, but that is on the administration. And in that regard the BBC piece (at https://www.bbc.com/news/articles/c205dx61x76o) giving us the headline ‘Trump seeks $100bn for Venezuela oil, but Exxon boss says country ‘uninvestable’’ might not help him much. You know, I would have thought he would have investigated that BEFORE he put the lives of American soldiers in jeopardy. So when we are told “US President Donald Trump has asked for at least $100bn (£75bn) in oil industry spending for Venezuela, but received a lukewarm response at the White House as one executive warned the South American country was currently “uninvestable”.

Bosses of the biggest US oil firms who attended the meeting acknowledged that Venezuela, sitting on vast energy reserves, represented an enticing opportunity.” As such what did Chevron had to say? They were the one that were their in the first place. As such I reckon that the peaceful webcam of Nuuk might not be so peaceful for much longer. In that regard, was there really just one executive stating the uninvestable ploy? And one response was “Exxon’s chief executive Darren Woods said: “We have had our assets seized there twice and so you can imagine to re-enter a third time would require some pretty significant changes from what we’ve historically seen and what is currently the state.”” In all this I am a little surprised. I would have had that meeting beforehand. It kinda makes me wonder of the belle at the ball meeting a well hung man stating ‘What am I supposed to do with that?’ That is one of those moments when ‘hoping for the best’ will come across as having a cold shower as the first dish of the ‘entertainment of the evening’ it might come across as a little cold, but that is what it looks like. Everything over the last 2 weeks looks like an exercise of how not to do things in any corporate setting. Especially when you start eyeing 300 billion barrels. In my mind the first question I had was why didn’t Venezuela set that in motion? And for that matter where were these tankers going to? What solutions do they have to process that much oil? Those are the first questions I had two weeks ago, as such that oil meeting was like a marketing cold call. And there is a setting for off shore processing in this case even if America will buy the oil, it is a simple setting to adding a taximeter to that processing plant. As such this entire setting is one of bad preparation. It’s like the man expecting a smooth ride at a brothel asking the question ‘What exactly is herpes?’ Which gets us the comical setting that the lady of the house asks ‘You don’t have herpes, do you? I don’t want to get that again’ You might smile but the reactions that President Trump is invoking with reaction views that the Venezuelan oil industry is looking like a dud more and more at present. 

Then there is the setting that ABC is leaving us with ‘Donald Trump says oil executives will have ‘total safety’ if they invest in Venezuela’ Can they really? As far as I can tell, these places tend to react flammable to any RPG thrown their way and President Maduro has a large following that are still roaming the streets of Caracas. As such ill-prepared and reacting in the stage of ‘total safety’ whilst that would require over 100,000 boots on the ground in Caracas and that is likely to set a different tone to that equation. So as America is heading towards at least two fronts (Greenland and Venezuela), I wonder if he read the papers on Napoleon making the very same mistake in 1814. He should look at the works of Ridley Scott, especially his movie Napoleon (2023), he might learn something. I know it is much better to read ‘1812: Napoleon’s Fatal March on Moscow’ by Adam Zamoyski, but that might be seemingly too dry for him. 

These are a few insights one might need to reassess the insights that President Trump had last week as he was going to ‘fix oil infrastructure’, it seems that this meeting with the oil executives was one he needed to have before he made the claim to ‘fix oil infrastructure’. You know little things like that might fix his viewpoint in a more correct way beforehand. And I feel stupid for having to say this, but, no wait, I don’t have to the American Administration had to do this BEFORE they went in and stated that they were going against drugmakers. So how many drug houses were captured (call it freed) from Venezuela? And the ‘word’ is “Venezuela remains a major transit country for cocaine shipments via aerial, terrestrial, and maritime routes.” You see, in 1974 I learned (at the merchant navy academy) that transit means “conveyance of persons or things from one place to another. usually local transportation especially of people by public conveyance. a system engaged in such transportation.” So for the kiddies in the American administration, it means that merchant A ships goods B through Location C to Customers in location D. As such Venezuela is Location C, so the drugs are optimally only found in some ware house. So how many warehouses were captured with drugs? I failed to see that news. And when we get to the nasty setting that it was always about the oil. And as such that meeting the BBC raves on about should have been had at least 4 weeks ago and in all this the one who was there before (Chevron) is seemingly overlooked by all. What were their observation of Venezuelan oil processing? Little things like that. So are we getting the same failed narrative for Greenland and if it was about national security, what discussion were held over placing a base and a port in Greenland (or enlarge the port of Nuuk for Navy ships and perhaps a airfield for refueling options. So what ‘enlargements’ were planned for Pituffik Space Base? All questions that national security would have in the initial first instance and I see no reporting on that. But I reckon the news would have linked these settings like media coverage (e.g., Defense News), and internal DoD reports, all detailing military posture, strategy, budget, and operations, with the Secretary of Defense reporting to the President and Congress, and various agencies like the DIA and services providing intelligence and status updates. Perhaps the DoD was not entirely forthcoming on that, but they needed to have all the paperwork ready for this and I never saw anything on that. As such I get the feeling that Greenland is a simple resource grab to enlarge their credit portfolio. Nothing more and I reckon the this will anger Denmark, the EU, NATO and optionally Canada too. Most likely not in the order, but these elements are involved. All settings that the media would have been able to ask instead of getting the usual quotes (like) “Canada should become our Cherished 51st State” or my favourite, President Trump apparently said these words a week ago: “One Day, I Realized Nobody Was Coming to Save Me—So I Saved Myself” and it will become my favourite as he utters those words in the International Criminal Court in The Hague when he faces them, because there is 0% chance he will avoid that setting after the coming 1105 days. Whomever takes over the office will have such a mess to clean that they will hand him over in an instant act to relieve some of the pressures that successor faces on the global markets. In 1105 days he either find the correct amount to increase the Credit Card of the United States or Wall Street hands him over to anyone asking for him. This is of course massively speculative, but do you think I am wrong? The numbers don’t lie (they actually do, it is the interpretation that tends to be finicky) “Trump’s term low is 41% approval, which he first reached on Nov. 12. His disapproval also notched up to 56% on Nov. 19, a high for this term per the aggregator. As of Jan. 9, 2026, 43% approve and 55% disapprove, per the Times.” (Source: USA Today) As I see it, Wall Street will giftware him and Warren Buffet is likely to make the bow for the wrapping himself. And in all this he has ignored international law, just like Napoleon did and they gave him a hotel on Elba to relax. I don’t think President Trump is going to get that lucky. Too many are after him now and that list is getting more impressive by the day Venezuela, Greenland, Canada, Netherlands, Belgium (EU HQ, NATO HQ), Germany and a few more. To my knowledge Adolf Hitler was the last person to get this much personal attention of governments, not even Stalin pulled the one off. It might not be academic but it feels correct. 

Does it feel over emotional? No, I have merely attaching optionally non-related issues, because the Trump administration is making knee jerk corrections on something that should have been thought through BEFORE we had to watch the arrant pr President Maduro. Don’t get me wrong, as the details go he was seemingly a bad man, I have no doubt. But at what stage did that warrant America to go in and arrest him on the spot with a fleet of ships? When did America send the army into Iran and arrest Ali Khamenei, Supreme leader of Iran. Or perhaps Gustavo Francisco Petro Urrego, President of Columbia where the drugs seemingly come from. Where is that media snippet of reality? No, Venezuela was about oil and now it seems that it is seemingly as useful as horsepiss. (Quote from King Kong 1976, where the Petrox Corporation went in for oil too). As such it didn’t turn out that way and this example makes me wonder why the Trump Administration wasn’t ready for this. As such my idea for off shore processing and getting all oil tankers to go to an (optional) American location to process that oil might have been a better solution. I have no expertise in the Petrochemical industry, so I am going on a limb here, but to not explore that option on day one seems folly to me. So what shortcomings will we see when Greenland is up for ‘auction’?

Just my 2 cents of the matter and now it is time for brekkie, Have a great day all.

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