Tag Archives: Iran

May 16, 2026 · 04:54

Applied Directive Never Offering Concern

Nice and mystical, but it is al in the title. The guardian gives us (at https://www.theguardian.com/business/2026/may/15/uae-oil-pipeline-strait-of-hormuz-by-2027) ‘UAE to complete second oil pipeline bypassing strait of Hormuz by 2027’ as such, with a year the problem with the strait of Hormuz and posing a setting for Iran, it is taken out of the equation. I admit that it is simpler than digging a trench from Sharjah to the east coast of the UAE, it is simpler and as such I love the idea. We are given “Sheikh Khaled bin Mohamed bin Zayed Al Nahyan, Abu Dhabi’s crown prince, has directed the UAE state oil company to fast-track the previously undisclosed project so that the pipeline can begin carrying oil from the emirates to the port of Fujairah by 2027. The new pipeline is expected to double the UAE’s export capacity via the existing Habshan-Fujairah pipeline which can carry up to 1.8m barrels a day to the port on the Gulf of Oman.” I am considering the idea that optionally expanding that port would give way to a fleet of tankers parking (5-8 ships). It would enable additional options as well, but it is straight out of mind thinking and I have no idea what there is now. There is the setting that these ships might require overhauls, but that is because I have seen the needs of takers in my youth in Rotterdam (predominantly Europoort & Maasvlakte) and I think that similar conditions might be required. So whilst we accept that “The UAE and Saudi Arabia are the only Gulf producers with pipelines that export crude outside the narrow waterway running between Iranian and Omani territory.” The fact that the UAE deleted itself from OPEC opens up other settings, they would have no limits to go though which they apparently had in the past, as such they could release close to their own maximum settings overriding what was previously allowed through OPEC. So, as I see it “Leaving the oil cartel was expected to allow the UAE, the group’s third-largest oil producer, to pump more oil than the group’s future production quotas may allow once the conflict ends and normal trade through the strait of Hormuz resumes.”

There is the idea that this might (I am completely uncertain about this) be paid back in mere months after which that new pipeline will bring in a pretty penny and restores the old prices of oil by 2028/2029. It would be nice to see Iran lose another setting, which they will oppose, but it is out of the waters of Iran, so they don’t get to have a word on this. And as Iran made it a case to bomb the UAE for all it could, it is nice to see them come in last in a race with limited players. 

So whilst we see “The UAE’s departure has laid bare the long-running tensions between Abu Dhabi and Riyadh, with the Saudis normally favouring strict production quotas to keep oil prices high enough to support their economic agenda. The exact capacity of the new pipeline has not been disclosed but doubling its existing capacity to 3.6m barrels a day would bring the UAE’s pipeline exports closer to that of Saudi Arabia, which can transport roughly 7m barrels a day from its eastern oilfields to the Red Sea port of Yanbu, of which 5m barrels are exported.” And with that Iran will have angered the Arabic nations to another level, because it will dig into the Saudi pennies and they will not accept that lying down. If only they have refrained from bombing the Arabic nations, they might not have gotten themselves into this predicament a clear showing of how limiting the Iranian thinking patterns are. A clear setting that pretty much any oil country could have considered and now we see where that is getting them. For the UAE, who got this project started it means that several advances will get green lighted sooner rather than later. 

So have a great day and consider that the UAE got a solution working in weeks and it is more elegant that my solution of making a canal, so the bulk of tankers don’t have to look at Iran at all. Simplicity itself.

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May 8, 2026 · 15:23

We saw it before

This morning I saw the news and I was thinking ‘again?’ You see, Iran is using the same tactic they gave to Hamas, when ammunition gets low, they offer a cease fire until the next shipment come in. And as I see it the news as we see it with ‘UAE reports drone and missile attack as Iran war ceasefire is challenged’ (at https://apnews.com/article/iran-us-israel-war-may-8-2026-6490db55a65880a61a6233eff7acc68b) and ‘UAE countering Iranian air attack after Trump says ceasefire still in effect’ (https://www.reuters.com/world/middle-east/uae-countering-iranian-air-attack-after-trump-says-ceasefire-still-effect-2026-05-08/) is some kind of proof of my thinking. So when we look at the Reuters summary we see:

  • UAE says air defences engaging Iranian drones, missiles
  • US says three destroyers attacked, no damage
  • Iran says US violated ceasefire and it returned fire
  • Fighting broke out as Iran reviews US proposal to end war
  • Trump says ceasefire still in effect, Iran says situation is back to normal

It’s the same old story and I for one, even as I applaud the setting if the UAE not to be the escalator in all this would be kinda happy to see Iranian infrastructure implode on itself. The stage of Iran having to reassess itself as the world has grown tired of this tantrum leading nation is too offensive, especially as the UAE is exploring non-oil and innovative stages that it is exploring. It is not some oil nation using its natural resources, it is trying to seek innovation. I reckon that it that search and the creation of innovation is what Iran fears. It was always the their pathetic attempts to upstage their bigger islamic brother Saudi Arabia, but when the UAE also surpassed Iran, it was too much to those religious proclaimers of the Rumi of Islam whilst they get others to attack the Kingdom of Saudi Arabia, getting their political shield up, known as ‘I know nothing of this’ but now as they attack the other gulf nations their game is up. We can accept that they strike out to the United States and Israel as they attacked them, but the attacks that they took unto the gulf states now has whatever friends they thought they had will now be ready to undo the Islamic Republic of Iran and it seemingly lasted less then 50 years. And now as I see it, the other islamic countries could either destroy Iran, or be destroyed by it and there is additional evidence, see what Hamas left of Gaza, a nation that accepted 2005 disengagement when Israel withdrew its military forces and settlers, leading to a brief period with hopes for economic independence, but this was followed by a takeover by Hamas in 2007. Two years that is all that was given to Gaza, Hamas ruled under the coat of Iran an increasingly violent setting and now as Hamas is seeking whatever it can, Iran considered the same and even as it was attacked, it took the wrong stance and whilst it had options to return attacks to Israel, it decided to attack the UAE, Saudi Arabia, Qatar, Bahrain, Jordan, Kuwait and Oman and don’t give me the “only to attack United States military bases”, the 549 ballistic missiles, 29 cruise missiles, and over 2,260 drones it did on the UAE, The United States has the Al Dhafra Air Base (Abu Dhabi), the Jebel Ali Port (Dubai) and the Al Minhad Air Base which is also hosting some level of support to the United States. So whilst all these attacks were heading to civilian targets, how much damage did the first two have? How many Americans did they drones aim for? That is the setting that Iran evoked and as I see it, the Islamic world has had enough of this Iranian corruption and the world is watching. So whilst we see too much disinformation the press, we need to consider what is next. No matter what I added this equation, the islamic world needs to unite. In my view it would be led by Saudi Arabia and the UAE and all the distortion that is happening to them might be the more Iranian interventions, but in that I am grasping at straws. Personally I want the UAE get out stronger and I reckon they can, but it requires someone to deal with Iran before it gets too far out of hand.

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May 7, 2026 · 17:59

Under Attack

That is at times the setting, especially when you look at the gulf states at present, but that is not what is the setting, the Commonwealth, specifically Canada is under attack. It is under attack from the United States and Russia. We might want to be in disbelief, but the CBC (at https://www.cbc.ca/news/canada/calgary/russia-and-u-s-amplifying-alberta-separatist-narratives-to-stoke-division-distrust-report-9.7189604) and we are given ‘Russia and U.S. amplifying Alberta separatist narratives to stoke division, distrust: report’ where we see “Moscow’s influence scheme is covert, while Trump-aligned meddling is overt and public”, we here in the Commonwealth need to take notice of the plight that stalks and covertly attacks Canada. We are also given “Rather, researchers discovered the now defunct website and social media accounts likely came from a Russian covert influence network known as Storm-1516, known for making fictional websites that target audiences in various countries. And here, it targeted Canada and Alberta. Both Russian and pro-Trump U.S. actors are amplifying and spreading misinformation about Alberta separatism in the hope of fraying Canadian unity and sowing distrust in key institutions and authorities, warns a new report released Wednesday.” This report, written by Marcus Kolga, Jennie Phillips, Brian McQuinn, Bartel Van de Walle gives us the goods on this. Marcus Kolga is a journalist, human rights advocate, and leading expert of foreign disinformation and influence operations. We can go over the list, it makes sense to attach the PDF at the end of the story, so that you can read it for yourself. And as I see it, whatever President Trump cannot have, he disables and we see this with “US involvement in Alberta separatism is not covert — it is overt, escalating, and converging at multiple levels simultaneously. By overt, we are referring to official engagement, where senior US government figures have met directly with Alberta separatist leaders and made public statements validating their cause, while the US is led by a president who has repeatedly expressed interest in annexing Canada. By escalating, we refer to influencer amplification, where prominent MAGA-aligned media figures with combined audiences in the tens of millions have actively promoted Alberta separatism and normalized annexation narratives. By convergence, we mean that the line between US influencer activity and Russian-funded operations has, in at least one documented case, dissolved entirely. Three converging lines of evidence establish this case.” And I for one, believe that we need to up the disruption into the United States by taking away whatever commerce it had until recently. We (the Commonwealth nations) need to unite and stand together against these attacks on Canada. We could all stop buying alcohol from the United States, we could all put change out vacation destination to Europe, Middle East and Asia. As I see it, the loss of commerce and goods would push the United States right over the edge. It is not something I would like to do, but attacking our brothers in Canada (sisters too) makes it almost mandatory to stand by Canada and use these methods. As I see it in April 2026, U.S. Commerce Secretary Howard Lutnick has taken a confrontational stance against Canada’s trade strategy, calling it poor and attacking Canadian officials like Mark Carney. These remarks, described as insulting, have increased tension regarding USMCA, tariffs, and potential impacts on tourism and trade relations. So how much more ludicrous will his position become when we all (United Kingdom, Australia and New Zealand) side with Canada and we all reject United States alcohol? From there we can reject all good from the United States? How long until their settings implode upon itself? You see, the MAGA setting was flawed from the very start, because a world founded on commerce cannot rely on export, without import it stops right quick. And now as we see that the United States is messing with Canada, we need to do something and until the senate hangs its 41st United States Secretary of Commerce out to dry, we need to stand firm, because Canada did not start this, whatever we see with his attacks on PM Mark Carney and all the rhetoric he wants, but the Commonwealth is over 2.5 billion people and even as the four nations are the important side, we could all refuse goods from the United States, you see it is our freedom to refuse whatever we want. It seems like U.S. Commerce Secretary Howard Lutnick has forgotten about that and the other nations that ‘revered’ American goods going back to the 80’s are now singing a different tune and a lot of them are a lot less positive about this administration and we have always been positive of the Commonwealth, as such people like U.S. Commerce Secretary Howard Lutnick are on a sliding slope that leads straight to an abyss. And now we see the Canada is under attack and anyone that sides with those attacking Canada can emigrate to the United States and make a new life, sounds fair doesn’t it?

I get that Russia wants to attack Canada (even as I don’t like it), the Commonwealth was a natural enemy of Russia going all the way back to 1850, so we have been having issues longer than I remember. But for the United States to attack Canada by giving us “Steve Bannon, former Trump advisor and prominent supporter of Brexit, has also inserted himself into the Alberta separatist issue, telling his War Room audience that Albertans “are getting out of the Canadian union” and arguing the United States should recognize Alberta as an independent country and place it “on the pathway” to becoming the 51st state” I have had my views on the debatable reasons of the 51st state. I still believe that the United States is so broke (read: insolvent) that the United States does whatever it can to get revenue through any means to keep the lights on (my paraphrasing that setting) First Canada, then Greenland, then Venezuela and now Iran. I see the people stating that this is an Epstein setting, but I believe that it is merely the icing on the cake and as the United States has less and less, I fear for our Canadian brothers and sisters. As such this PDF is also an essential reminder that behind the 41 million Canadians are over 100 million Commonwealthians ready to support them (I know the Commonwealth is over 2.5 billion), but as I see it, direct action is possible from Australia, New Zealand, United Kingdom and optionally India too. So what happens when Howard Lutnick loses that population for commerce as well? Do you think he will cry like a little girl stating that Canadians are mean? We see “Democrats accused Lutnick of lying and evading their questions.” (Source: GlobalNews) we don’t need to lie or evade, we can just take our business elsewhere. We can order booze from Mexico (Tequila), Bermuda and Australia (Rum) and Gin from the United Kingdom, we have options and the United States better realise that we can do this to more than booze, cars from Japan and Europe, oil from Canada, Pharmaceuticals from India. That amounts to over a trillion in commerce lost. As I see it, the United States needs to reassess its actions and stop interfering in Canadian politics. Because as I see it, the United States pissed off Australia, New Zealand and the United Kingdom and they are (my personal view is) extremely willing to make the United States Administration sing a different tune. But that might merely be me. So all hail PM Mark Carney (whether you are Canadian or not) and enjoy today as much as you can.

Alberta-and-Foreign-Interference-Report-Final-052026-webDownload

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May 7, 2026 · 00:55

Bewildered as such

I have been bewildered for some time, now I see ‘UAE comes under Iranian attacks for second consecutive day: Ministry’ (at https://www.aljazeera.com/news/2026/5/5/uae-intercepts-missiles-and-drones-for-second-day). I have been bewildered on this for some time, you see never mind how the relationship with Iran is, the UAE is still a Muslim nation, it never sought aggression with Iran, it never catered to the United States and as such it makes absolutely no sense to me to fire 549 ballistic missiles, 29 cruise missiles, and 2,260 drones. These attacks have targeted infrastructure and caused civilian injuries. This is by large the most, even their ‘ally’ Israel (yes, that was a joke) never faced that intense an attack. So when I see that they have had two days of additional attack, I am happy (and relieved) that I gave my military IP to the UAE (Saudi Arabia as well), so as Al Jazeera gives us “The escalation comes amid fears of a return to war between Iran and the US, after Washington launched a new initiative, dubbed “Project Freedom”, to guide vessels through the Strait of Hormuz starting on Monday. About a fifth of global energy exports pass through the narrow waterway. In retaliation for joint US-Israeli strikes on Iran in late February, Iranian forces have effectively taken control of the strait by attacking – or just threatening – vessels attempting to cross without Tehran’s permission. The move has triggered a global energy shock, pushing oil and gas prices to multi-year highs.” As well as “Tehran also launched a salvo of 15 missiles – most of them ballistic – towards the UAE on Monday – the first incident after the US-Iran ceasefire came into effect about four weeks ago. All were intercepted, Emirati authorities said, but a fire broke out in Fujairah, home to a key oil terminal. The facility has been critical during the war, handling about 1.7 million barrels per day – roughly half of the country’s export capacity – as it allows shipments to bypass the Strait of Hormuz via the Gulf of Oman. Three Indian nationals were injured in the incident, which India’s government described as “unacceptable”.” The only thought that makes sense (to the smallest extent) is that the UAE could bypass the Strait of Hormuz, but that is not enough, the idea that the UAE has such a western following is the fact that it has a diversified work setting. As I see it, the UAE is the best place for Iran to get global visibility, that is the best I can come up with and it is for that reason that Iran needs to be destroyed, completely and utterly. They have no wish to get any diplomacy working, they merely want to stall the games they play. It might be a sick view I have, but that is what I am coming up with. The only plus point I see is that now the UAE will see what their true friends are and it can adjust the next steps to better the position of the United Arab Emirates. No matter what they do next, it should be with true friends and real allies. That is merely my view on the matter. And as the needs for the UAE will increase in several directions, there is an opportunity for Google to increase its visibility in Abu Dhabi as from there towards more locations. IBM already preceded them and they are not alone. As I see it, there will be changes and the embassies in Abu Dhabi need to be secured. Personally I am not one to trust Microsoft with that, but a Google/IBM solution might work. And my reason? Well, someone gave us ‘Xbox wants to win you back by removing the Copilot AI it forced upon you last year’ only 7 hours ago and TechRadar gave us 3 hours ago ‘Microsoft has finally realized what most of us knew all along: nobody actually wanted Copilot on Xbox’, a corporation that is so self centered and does not listen to its customers, is not one I am willing to trust ever, but I already had me share of evidence 12 years ago. So that clicked. So, whilst some big tech players are willing to play chicken with the Humvee driving towards you loaded with a beer-keg filled with Nitroglycerine? I’m not (I am watching Vertical Limit, hence the reference). 

As I see it, the UAE needs a strong infrastructure and it requires the correct business partners. As such I am willing to roll the dice on IBM/Google to the standard basics protected. And even as I see all current AI as fake, there is no doubt that Gemini is superior to whatever OpenAI/ChatGPT has, as such some others lose traction. Should Microsoft be eliminated? Nah, tempting, but they did invest Infrastructure & AI between 2023 and the end of 2025, Microsoft will have invested over $7.3 billion, with an additional $7.9 billion planned from 2026 to 2029. As such they have a clear need for the UAE, as well as aiming to train 175,000 students, 39,000 teachers, and 120,000 government employees to drive regional AI adoption (in my view it might ‘accidentally’ be focussed on Microsoft products and not Gemini), but as I see it, that is their right, it is good business sense. But I also see common sense in business sense and as such getting Google towards Abu Dhabi makes sense too (IBM is already there). No matter how you slice it, there will be changes in the UAE. I am not Confused, there is no Mystification and whilst some will say that I am in the dark, or at a loss, I am not, I might be to some extent clueless on what some do and there might be have the smallest smidge of being in the dark but that comes from lacking intelligence on the setting there and it goes hand in hand by some keeping intelligence from us. I get the reason for lacking intelligence, lets face it, no one wants to admit that their product is rubbish and when we consider that nobody actually wanted Copilot on Xbox (allegedly a given fact) we need to wonder why Microsoft is so intent on pushing its premise on whatever they can (my interpretation of that). It fuels mistrust as I personally see it. As such there needs to be an alternative for Microsoft and they did this to themselves. 

You can agree or disagree, that is fine, but I personally believe that the UAE will need reliable business partners, especially in Abu Dhabi and I see that players like Zendesk might need to open offices in the UAE (particular in Dubai and Abu Dhabi) There is a larger need for service solutions to expand into the UAE, whatever hits the UAE next, at some point service points will be affected and its resolution can only be affectively resolved if all the players that need to be there are there. It is nice to ‘rely’ on cloud solutions, but the UAE is under attack and as such whatever  loud solution you use, it tends to lose against a Shahed-136, as such repairs and rollbacks come to mind and they require closer interaction, not a cloud connection to London (or Osaka) there are too many lose ends and that tends to be delimiting to any business. For now I seem to be focussing on alternative military solutions to slap Iran silly (they will be handed to the UAE as well), so have a great day, its 01:00 now and I still have a few hours of snoring ahead until brekkie is offered.

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May 6, 2026 · 10:03

The stories created

We all love a good story, we almost all of us saw the “Chris Pratt Parks and Recs blooper” and nearly all of the male watchers had to howl, most women would giggle too but what is clearly a blooper could be seen in a different light, so as I saw some AU Investing dot com (at https://m.au.investing.com/news/economy-news/saudi-arabia-reports-335b-budget-deficit-in-first-quarter-93CH-4406376) setting where we are given ‘Saudi Arabia reports $33.5B budget deficit in first quarter’ all whilst they make sure there is no mention of Iran or the Strait of Hormuz. So what is that? Fear mongering amongst the investors? To be sure there was another matter given “Published Jan 01, 0001 10:00” which is a little over 1950 years before the internet was in existence. They ‘updated’ the story on “Updated May 05, 2026 23:56”, so I hope that this is enough to set the fear of investors at ease. The other stage is what does the Kingdom of Saudi Arabia have in their coffers? I reckon it is more than I have ever seen in my life and I reckon that is as truthful as we can consider, the second part is that as the price of oil goes up (by a lot) the reserves that Saudi Arabia has is almost staggering. So if they had 152 million barrels in reserve, that increase could amount to over $5.320B and if they have more (and the surplus is even rated higher) there is almost no deficit (on paper) it would be real if there is no sales, but there are sales, a little less then normal, but that is the stage of war and I gave Saudi Arabia (the UAE too) a way to fight this and Iran could state (openly) that all Gulf State vessels bound for China could move freely and that takes the pressure off too.

It is the simplest way for Iran to keep pressures on the United States and whilst they are looking towards that goal, they could release pressure to China and Japan, because a war on multiple fronts they are unlikely ever to win, but they could try and then the gulf states could remove the Iranian harbour and their railroads, also their refineries. I think it is not a setting they should pressure for, because I have a few more IP settings going the way of Saudi Arabia and the UAE. Iran boasted and lost because I took this personally and the eager mind that has nothing to lose is not the one you want to have turned against you.

A simple setting of storytelling, but what makes the story a mere presentation of what could be? It is not the AI analyses, because I am an outlier and outlier get removed and decreased to the mean for ‘error’ decrease but that is also the stage that Ubisoft tried in other ways. “If you try to appease everyone, you merely please no one” it is a life lesson that is applicable to games, life, war and IP and that is the error prone setting that players like Iran never seem to see. But they will learn almost always a few weeks too late, so whilst they start crying “we need a deal” you know that they are worried of what comes next, or even more likely something that happened less than 24 hours ago. It is the beckoning setting of change and whilst some do not ant change, I am eager to see the changes on the board of that setting, because that is where some could fill their pockets to the largest degree. At that point the issue is not what Iran does, but it becomes what the Gulf states are doing and what the United States and Israel are doing or just did, it is all part of that same equation and they are outliers, but the known outliers are an indication of what is and especially as others are ‘deflating these events to the mean’ it is an even more precise setting of what others will do and whilst we cannot trust the western media to the largest extent, this ‘devaluation’ should be seen as what ‘their friends’ want to get presented. So whatever story you accept (even mine), consider why these stories are handed to you because there is a story behind every story and even as that sounds confusing, seeing what is often called “walla” in media production, is the low-level, continuous chatter of a crowd, used to create realistic atmosphere in film, games, or to improve focus, but it could also be seen as the stage of staging misrepresentation of events. Just a thought to entertain.

Have a great day today.

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May 4, 2026 · 12:33

As oil burns

That is the lesson the Russians are learning. The BBC gives us (at https://www.bbc.com/news/articles/clyp41v1n1go) ‘Russian strikes kill 10 as Zelensky says Ukraine hits oil tankers and terminal’ where we see “Ukrainian President Volodymyr Zelensky said three Russian oil tankers, a cruise-missile carrier warship and a patrol boat were struck in separate attacks on two Russian ports. There are no details on damage to the ships, but Zelensky said the tankers were part of Russia’s “shadow fleet” used to evade Western sanctions imposed over Moscow’s full-scale invasion launched in 2022.” So whilst the Russians struck 10 people, 5 ‘commodity’ items were taken of the Russian board. Paraphrased that comes down to a taker for every 2 Ukrainian lives. I think it is not a proper way to say things, but in value it does ring true. And as Russia is losing more and more, the option to replenish through the selling of oil is also fading. Yes, I know it is not the most elegant way to state things, but it seems that the world needs a wake up call and as I foresee that soon this might be a solo fight between Russia and the United States, as the rest have isolated these two players. So the world sees two megalomaniacs praise and banter all over the field whilst they have to tough it out alone. It remains me of that old hit by Frankie Goes to Hollywood called Two Tribes (1984) and whilst some might remember that hit, some will see the light of the reality that it gives. And Russia? Their option is pretty simple and it was phrased by former Prime Minister of Finland Sanna Marin in one easy step and it was out there for over 3 years “In October 2022, she stated that the only way to end the conflict is for Russia to leave Ukraine. Her direct response, “The way out of the conflict is for Russia to leave Ukraine,”” seems simple, but the effect that the ego of megalomaniacs is that lead ing equals defeat, they cannot comprehend this concept. President Trump not in Iran and President Putin not in the Ukraine and as I see it, the rest of the world is ready to isolate both and they can banter to each other. 

So whilst some will ‘comment’ that Russia only lost 2 tanks, the reality is that they already lost 11,908 tanks, they might not have that many more open to the western front. They apparently only have about 2,500 tanks left and for any ground offensive that is not that much and we have no idea how many of those are the T34 ‘juggernauts’ (from 1939) and when you consider that these encounters are now set to UAV’s and the Ukraine did away with 269,813 of them bad boys and 2,224 of them in the last week alone, Russia has a problem as their supplier (Iran) is dealing with its own losses all over the field, so Russia is almost forced to rely on 1,334,030 dead soldiers, with 1,080 removed from the roll call of life in the last week alone. I reckon that over 900,000 might still be alive if someone in the Kremlin would have taken the words of Sanna Marin in their heart. The likely disadvantage of listening to someone’s ego. So when Russia wants to sell its oil, it needs to remember that 93,556 automotive and fuel tanks can no longer deliver anything, that being said, three oil tankers, for some unexplainable reason, cannot bring oil deliveries either. As I see it, the Russian options are getting fewer and fewer and soon they can only knock on the doors of the United States and whilst the Republican Party is in power, they might not get turned away. So there is every chance that Russia’s state oil firm Transneft will not report income for some time to come. So whilst we hear that the Ukraine has delivered Russia an estimated $7 billion in losses, with March alone seeing over $2.3 billion in revenue losses. These attacks have reduced oil transshipments by 300,000–500,000 barrels per day (bpd), forcing production cuts, reducing exports to their lowest level since 2024, and leaving half of Russia’s oil companies unprofitable. (Source: Al Jazeera) So as most doesn’t have the ability to suffer losses to this degree (I can honestly state that my wallet was never in a position to carry that much revenue) and that is the hidden setting that a lot of the media is not clearly stating. How much losses can any place (like Russia) endure? The media seems to paint with the same brush all matters so that the clarity is not seen, but when you sit and think if it the picture doesn’t make sense. Russia as well as Houthi terrorists rely on Iranian UAV’s and their space parts, but that was scuttled by the United States (as far as we know). Oil is shown its combustable properties by the Ukrainian forces and there is no clear setting for Iran which is getting an explanation by the forces of the United States and Israel. The stage is that both Russia and Iran seems to ‘fare’ in normal ways, but that setting could never be in such a setting. The image is wrong and there is every indication that I am missing parts of the image or revenue streams, but the media has lost reliability and I lack that knowledge to fill in the blanks and no one seems to be answering these questions. So whilst we see oil burning, no one is wondering what replaces that. 

So, have a great day and consider the issues I brought to the surface at this moment.

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May 2, 2026 · 14:41

The clambake that counts

That is what I believe to see when I look at the NDTV World article. The NDTV World is a global news channel launched by NDTV in October 2024, focused on providing international news from an Indian perspective. And it is giving us ‘Israel Sent UAE Laser Weapon Called ‘Iron Beam’ That Can Vapourise Iranian Drones’ (at https://www.ndtv.com/world-news/israel-sent-uae-laser-weapon-called-iron-beam-that-can-vapourise-iranian-drones-11436712) where we are given “Tel Aviv sent a version of its Iron Beam laser defence system to the UAE, which vaporises short-range rockets and drones. It was first used by Israel against Hezbollah projectiles from Lebanon” together with “Israel had not just sent its iconic Iron Dome air defence system to the United Arab Emirates when Iran was attacking the Gulf country. According to a report by the Financial Times, Israel also sent an advanced laser to the UAE for it to defend itself from Iranian missiles and drones. The deployment of the advanced laser would be one of the first examples of major defence co-operation between Israel and the UAE. The two countries did not have diplomatic relations until US President Donald Trump brokered the 2020 Abraham Accords.” I reckon it is a step in the right direction, a setting that ‘should’ come with the destruction of its weapon systems as well as its infrastructure. My (stated limited view) on this is that when Iran infrastructure goes down, all Iran has it a surplus of trucks now needed to give the infrastructure parts to places using trucks, especially as its trains fail to work from A to B, or they are forced to use part A via C,D,F towards B, you can see the haunting delays that give and should someone take care of the out the harbours, than the equation is simplified from the second part of the Alphabet to get to locations A and B. We are also given “A regional official told the publication that the laser system was a display of “the value of being Israel’s friend”. Israel also sent over an advanced surveillance system known as ‘Spectro’ to the UAE for it to defend itself against incoming drones from as far as 20 kilometers away, especially the Shahed’s.” It seems that the attacks from Iran will have the nasty side effect that the gulf states are now ready to accept Israel cautiously in the midst, another failure of the IRGC I reckon. Add to that the systems I ‘gifted’ to the UAE and Saudi Arabia and we see an evolving setting that that should become the end of Iran and whatever teeth it imagined it had. 

And whilst the article ends with “A western official noted that the UAE became one of Iran’s primary targets in part due to its “enthusiastic” embrace of the Abraham Accords.” This could be the case, but it merely did they opposite and I wonder what the real reason could be for Iran to attack the UAE so viciously. We could speculate all we want, but I reckon my creativity is better served by creating optional weapons to aid the UAE (Saudi Arabia too) to counter whatever Iran throws at the UAE. It seems more productive to me. And as I completed my three sided attacks on the infrastructure of Iran, the one part missing seems to be the destruction of water and energy. I am partially against that, because water is life and that tends to be a one way ticket to the destruction of ones soul and at that point Iran validly start crying like a little girl. I wrote in the past a way to deal with its oil refineries, which could also be used for its energy settings, but I wonder whether bombing is the right call. I see a version that ‘eats’ away at the energy settings of Iran, but it is not immediate, still that damage would take month to fix (at the least), but here I am worried that it could escalate setting tool, because the ‘innovator’ the think its opponent is taking this lying down is delusional. So the Bushehr nuclear plant and aging hydroelectric facilities should be taken care of, I already wrote a solution to the Bushehr plant some time ago (somewhere in December 2021) but I have no knowledge of Hydroelectric facilities, so I don’t know what would be optimal and just bombing it to the stone age is not a good solution because that is a long term solution that is never a solution. I prefer a surgical trike that sets the ‘repairs’ of such a place towards months. That’s just how I am, taking it all away from an enemy frees up ‘resources’ to strike back, optional repairs commits whatever he has to resolving the issue, it seems a much better approach to dealing with an enemy like that and make no mistake, at present Iran is an enemy to the west and the gulf states at present and whilst it emits whatever friends it has, it will see that his ‘friends’ are anything but that making their own plights fail most of the time. 

So whilst I have no real setting towards the NDTV stage, I am willing to live by the setting that as long as the UAE embraces that solution, it will be fine by me. You all have a great day, almost time for me to contemplate what’s for dinner (in about 4 hours).

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April 30, 2026 · 14:17

The syrup of some

Deutsche Welle gave me a view, it is a optional view and I am using optional because I know much too little about this. The story (at https://www.dw.com/en/why-uaes-opec-exit-is-a-blow-to-saudi-arabia/a-76975354) gives us ‘Why UAE’s OPEC exit is a blow to Saudi Arabia’ it feels different from other views stating that the break up of OPEC is a win for President Trump, which is another view to have. But here we see “The United Arab Emirates is leaving OPEC to pump more oil on its own terms. The break strips Saudi Arabia of a key partner and adds to growing uncertainty over the cartel’s future.” Yes, the UAE could pump more, but I don’t think it will lead to the uncertainty of the oil cartel (named Open and Opec+) You see, this large blip on all our radars will come with other settings. It will give the gulf states a claim for Iranian oil (repair costs) and that could be sold directly to China and Europe, they will exclude the United States as it is the cause of all this mess. At which point others will reject offers from Brent oil as it is American oil and there is no telling how deep the rejection goes and the weird part is that this might open up European talks with Iran as it reimburses damages to the gulf states (namely: UAE, Saudi Arabia, Qatar, Bahrain and Iraq) it is not the win Iran was looking for, but it is a win as they can make a case that the United States lost. Will it go that way? Time will tell.

It all reminded me towards an old feud (1985) where a colleague accused me from hoarding the ‘Rinse Appelstroop’ on my sandwich, all whilst the sandwich can only contain a mere part of the entire tub. So when we see “For years, the United Arab Emirates (UAE) has clashed with Saudi Arabia, OPEC’s most powerful member, over these quotas. The UAE has invested heavily to expand its oil industry and grow its market share, but OPEC limits have repeatedly held it back.” And it reminded me of the feud my co worker gave me over the syrup, almost like oil. I have no idea on where it is all set in the oil industry, but the idea to give into America is nothing less than a joke. They claimed that they have all the oil they need, so why would they need some handhold over oil? The one commercial thing I do know is that as the offer of oil increases the price goes down, as such the Middle East needs to take care of how they deal with this, because oil even as a commodity has a lifespan, once you get to the bottom of the barrel, the amount of oil you can still produce come close to that number shaped like an ‘O’ (hint: it is zero). 

So whilst I get that they all have needs, the idea that there might be an imbalanced amount towards one country is dangerous, but I get it, the UAE must do what is best for the UAE, Saudi Arabia must do what what is best for Saudi Arabia. But underneath all that we see “The UAE currently produces roughly 3.2 to 3.6 million barrels per day (bpd) under quotas but holds spare capacity of nearly 4.8 million bpd, Reuters news agency reported. Plans call for a hike in output toward 5 million bpd by next year.” And no one is looking at the amounts that might still be available for drilling. So what happens when that finishes? Everyone claps to attention but there is no clear vision for the future. And all the ‘influencers’ giving us the YouTube version of what comes tomorrow better find a good news source, because no one has an answer toward the ‘what now’ equation when the oils run out. 

So whilst we are getting “OPEC has already been under strain from repeated quota breaches by members such as Iraq and Nigeria, and from Russia’s inconsistent compliance within OPEC+. The UAE’s departure adds to that sense of fragmentation. In his analysis for Capital Economics,  Oxley warned that, in the medium term, if other producers with spare capacity “see the UAE successfully gaining flexibility and market share” outside OPEC, “others may follow.”” I understand that point of view, but I don’t think I can agree. The bully tactics of the United States will also give strength to Saudi Arabia as they might want to get issues resolved through Algeria, Libya, Nigeria, Gabon and the Congo. There is definitely data that OPEC will be slightly weaker, but the oil that is gained in output will most likely go to China and the setting as of 9 April 2026, the UAE has intercepted and destroyed 537 ballistic missiles, 2,256 drone attacks and 26 cruise missiles fired from Iran, and that is mostly due to the acts of the United States. It is hard to hold them accountable as Iran attacked with the missiles, as such it is on Iran and as some state over 90% were allegedly aimed on civilian targets, as such the UAE demands reparations and so they should, but after that, should oil still be delivered to the instigator of these attacks? I don’t think it is that clear cut even as some state that Iran’s nuclear options were ludicrously limited (I don’t believe they were non-existent). So whilst the UAE could benefit from their withdrawal from OPEC, I see that the weak response from the gulf states towards the UAE is partially to blame for this. 

The conversation had some additional things (at https://theconversation.com/the-uae-is-leaving-the-opec-oil-cartel-what-could-that-mean-for-oil-prices-281734) here we see ‘The UAE is leaving the OPEC oil cartel. What could that mean for oil prices?’, we see here “the UAE is one of the world’s top ten oil producers. The country also has the capacity to increase its output by about one million barrels per day”, which amounts to 6 million barrels a week (one day of rest) and that gives us at least and additional half a billion dollars a week, something the UAE can likely use, especially if it goes towards a solution avoiding the Strait of Hormuz which I wrote about in ‘Sinking a dilemma’ (at https://lawlordtobe.com/2026/02/01/sinking-a-dilemma/) I have no idea if that is the path the UAE will sail, but that makes sense, the Strait and the issues with Iran are massively out of play and it also helps with the other gulf states as they (for a fee) use that solution and that is all before the massive attention the harbours of Abu Dhabi and Dubai will enjoy with all these loaded skippers who can now avoid Iranian waters. I only see upsides here, but that channel will require a serious amount cash, there is no doubt about that and it is not merely now, whenever Iran throws a tantrum, the strait becomes the bottleneck for all gulf states. Better to remove that problem completely.

So whilst we are given “OPEC’s influence on the oil price depends on coordinated changes in production. By agreeing to collectively limit, or to expand, the supply of oil in the market, OPEC can manipulate the price to meet its objectives. The UAE alone is the world’s eighth-largest oil producer, and accounts for about 4% of the world’s oil production.” As such I might imagine that the UAE has an issue with the imposed limits and that is before we consider if Das Island is under limits as well. As such it makes sense that the UAE ight want to leave OPEC, but let it be clear, Iran forced this on the rest of OPEC and as such their desperation will also amount to the wrath that these members have as their grip on maximized profits wane. 

Merely a small view on the setting and I get that not everyone agrees, not everyone is charmed by Appelstroop (a Dutch product). Have a great day.

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April 29, 2026 · 11:05

The bad news

That is what was going through my mind the day before yesterday and yesterday I saw something by Al Jazeera who illustrates it to you in a more profound way. They ‘quoted’ “Iran says US no longer in position to ’dictate’ policy to other nations”

I don’t give in to the setting to Iran on anything because they are regarded as utterly evil by me, but as I see it, this one they got right. You see, the United States is as far as I see it the United States is insolvent. All other parties are so ready to debate the fine ‘tactics’ of what is insolvent. But the setting is now that the United States is a liability of 47.1 trillion dollars (according to some), their debt has now surpassed to 38 trillion and if the first set of numbers is correct, the interest is will in 2026 surpass $1,500,000,000,000 and that is a whole range of zero’s. To understand how I got to be this clever (the Dutch singer Herman Brood disagrees because he told me that I would never be clever). I wrote the story (at https://lawlordtobe.com/2014/08/26/about-america-chapter-11/) ‘About America, chapter 11’, I wrote it on August 26th 2014. You think that this was too early, but at that point the debt had surpassed 18 trillion then and there was no exit strategy, there still isn’t one, but the debt has more than doubled and the IRS allegedly collected approximately $5.23 trillion, that implies that a third is spend on interest and in that setting President Trump wants to spend a trillion more in defense spending? You have got to be kidding. And whilst we are on the Trump discussion. He pissed of whatever ally he had and they will all let him drown with all his debt. So, he is playing nice with the Middle East and the members of the Gulf States that have cash. I also stated that the AI court cases will increase and I was right “As of April 2026, AI-related court cases are rapidly increasing, focusing on two main areas: AI misuse in legal filings (hallucinated case law) and intellectual property disputes over AI training data.” And I have seen first hand that we have only seen the tip of the iceberg considering “intellectual property disputes over AI training data” and these disgruntled parties are international and those not having some agreement in place will get their payday and their golden checks all whilst they come out of the coffers of the United States, leaving the United States more destitute than ever before. 

So in this case Iran might be correct, the days that the United States is “in position to ’dictate’ policy to other nations” are over. They might do so, for a few weeks, but when the larger bills come calling, we will see a different America and at that point I fear for the well being of my Canadian brothers (sisters too), because whatever Canada has, the United States will need and they will blame on the world their own inability to keep their spending habits in order. As I see it, the only path for the Commonwealth is a path that partners with China and Europe to create one big block (not the cheesy kind) but this is what I expect to happen, because as I see it, the intercepted Iranian tankers are heading wherever the US Navy wants to take them and according to some this is called ‘Western Piracy’, I am unsure what to call it, but it does give more weight to the insolvency issues I am seeing. And whilst some see this as the beginning of a Ponzi scheme of handling things (I am on that boat too), how long do you think that this will continue before all allies that the United States once had will see this as unacceptable and the new allies will almost immediately shy away and whilst the Media has a shrinking reliability, it merely fuels that Middle Eastern media in gaining a more prominent traction with the west. 

So feel free to disagree with what I write, but also take time to investigated the news as it is and compare it to what you know. As such I ended the article in 2014 with “I reckon soon enough we will get more and more long winded talks, but in the end no one is saying anything because those who will be making the speeches are at the heart of what went wrong and no one wants to hold on to that guilt when those left without their house ask them the question ‘where are my savings?’.”

As such I wonder where are some of the saving left, because a Ponzi scheme approach will more easily use the funds of any bank and replace it with an IOU. 

So you all have a decent day, if possible a great day and I call on all Commonwealthians to consider the plight of the Canadians, because no matter how good they are doing, due to PM Mark Carney, they will soon have over 300,000,000 angry Americans looking for a way out and a better way than the hollow shell they are (allegedly) in at present.

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April 25, 2026 · 14:21

How many?

ABC just told me that an hour ago ‘US boosts Iran war assets with third aircraft carrier USS George HW Bush’ (at https://www.abc.net.au/news/2026-04-25/uss-george-hw-bush-arrives-middle-east-military-assets-boost/106601060) with “About 5,000 troops and dozens of fighter jets are aboard USS George HW Bush.” The additional “The USS George HW Bush entered waters near Iran after a week of chaos in the Strait of Hormuz, with no sign of peace talks resuming.” The setting we have been given “We won, Iran is lost” should be casually dismissed. We are given “The USS George HW Bush strike group is comprised of nearly 5,000 sailors, the US Navy said. It includes the flagship carrier, which comes with nine aircraft squadrons. The George HW Bush is also accompanied by the Arleigh Burke-class destroyers USS Ross, USS Donald Cook and USS Mason. The US describes Arleigh Burke-class destroyers as the “backbone” of the navy’s surface fleet, designed to provide mission capabilities such as anti-aircraft, anti-surface, and anti-submarine warfare.” All whilst we now see that The Bush is joining the carriers USS Gerald R Ford and USS Abraham Lincoln. It is a little off putting that there are three carriers there now. I am not the most tactical person you have ever met, but when you consider that the IRGC would consider an aircraft carrier to be a nice trophy, why do you think they consider three of these bad boys are? But, they have nothing to fear, as President Trump stated that they had already defeated Iran, they were bombed into the stone age (I am paraphrasing here), so those three carriers have nothing to fear, do they?

We also get a list of deployed units, from ships to drones and I realised that the IRGC needs but a spare to unite this in a full blown war. One visionary act and it could be anything, a tanker rigged as a kamikaze item, a modern version of the fire ships of 1588. Now ships are more defended against fires, but what about acid probes on the keel of the boat? You can defend all you want, but the idea that was overlooked can scuttle a fleet and that is the setting that the United States is overlooking. The IRGC is for all intent and purposes desperate they will try anything. Ad in this strait, this small patch of water, the United States deployed 24 vessels, all on that small patch of water. It takes merely a spark to ignite it all. I personally belief that this is the latest folly in a whole range of bad decisions. 

So whilst some give us ‘US envoy and Trump’s son-in-law to travel to Pakistan amid hopes for renewed Iran peace talks’ the delays and denials of issues makes me think that Iran is not done plotting yet, it is not done scheming and no matter how desperate they are, the desperate will make unpredictable jumps and here we have a unique setting with three aircraft carriers in one patch of water. I have no idea what Iran will do, but they would want to send a signal heard all over the world and as I see it, the United States is currently ‘fueling’ that. In addition we get words from Michael Hudson is President of The Institute for the Study of Long-Term Economic Trends (ISLET), a Wall Street Financial Analyst, Distinguished Research Professor of Economics at the University of Missouri, Kansas City giving us ‘The Ponzi Economy Is Breaking’, yesterday on April 24th we are given “Is another financial crisis brewing in the US economy? Economist Michael Hudson explains the dangers.” Reports suggest the US economy may be on the verge of another financial crisis, with major problems in the $3 trillion private credit market. Economist Michael Hudson explains the dangers of Wall Street’s Ponzi schemes.” This is funny, because on April 2nd in ‘The idea is not novel’ (at https://lawlordtobe.com/2026/04/02/the-idea-is-not-novel/) I gave the world “That is what I feel at present. CNBC gave us all 12 hour ago the ominous title ‘Trump is paying TSA agents — but where is the money coming from?’” Where I raised “Where does the money Trump is using come from? How much is available? How long can Trump continue to pay TSA agents if Congress doesn’t soon come to a deal?” You think they are unrelated, yes they are unrelated, but there is cause and effect. If the IRGC ignites that spark, what do you think happens next? 3 carriers and 5000 troops bring a while’s range of bad media to the surface. It would be a range of “United States doomed” to “Iran beats United States” and every media will be howling for digital dollars attention.

And most likely I am wrong, remember? Iran lost the war weeks ago, they have nothing to bring to the table. But what happens if I am proven right? Think about that and think on the United States economy when that Ponzi scheme setting blows up in the faces of Wall Street. Just something to think about. Have a great day.

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