Tag Archives: KSA

The call was made

OK, I have been outspoken on more than one occasion, and as such, I also feel partially connected to make the call when it was made. And the call was made towards President-elect Biden. Even as a republican, I have no issue with this, this is how it is, the votes decide. It is not over yet, team Trump will trump (or rump) what is can, and the numbers are there for automated recounts. Arizona, Biden won by 0.3%, a difference of less than 12,000. Georgia has Biden by 0.3% and that amounts to 14,000 votes. I do not believe that these numbers are overcome and a win of 1 vote is all President elect Biden will need, then there is Wisconsin where Biden won, there is no automatic recount, but team Trump might push for it, they need to overcome 20,610 which amounts to 0.7%. It is a really tall order to overthrow all three and not a real realistic one at that, but that was the game and President-elect Biden seemingly won.

After 10 days of counting the calls are officially made (perhaps pre-official), which was the game. We can wait for the election lawyers to step in, but the numbers are too large to overcome, There is no way the this many ballots are invalid, they can look, but I am not holding my breath on that, yet for me, there is a sunny side (see previous blog), the scare they gave Saudi-Arabia will have larger consequences and with 5G operational there, the response is not going to be a happy one for American entrepreneurs, not when Chinese developers have a much larger app development pol to look at with options in Egypt as well, with nearly 100 million people, it is a stage China really wants and the talks we see between Egypt and Saudi Arabia and given with ‘Vodafone may reconsider price of Egypt sale to Saudi Telecom’ (at https://www.arabnews.com/node/1733206/business-economy) two months ago, were already in the pipeline. I warned for this situation and it seems the Saudi Arabia sees the technology light, pushing out not merely Vodafone, but the sale to Saudi Telecom (STC) is set to $2.4B, which is almost a steal at twice the price. You see, with the Saudi 5G (thanks to Huawei) a lot more services will soon opt via Saudi Arabia and that setting will grow over the next 2 years. A setting the EU and the US have never faced before, and would you believe it, team president-elect has not made friends in the KSA, they can reassess all they want, but the market shares are moving away from those who had it, as will that linked data and Huawei is sitting on the side smirking and nodding in appreciation. What I predicted in my blogs as early s 2018 is now coming to pass, soon Apple and Google want their data centres to run larger services and that is when the US will lose even more. Decentralisation is the worst the could happen here and the timing is even less inviting to the US. In 2019 we saw ‘Google still pursuing Saudi Arabian data centers’, with Egypt in the setting their need increases dramatically, and what else will Vodafail lose? I doubt it is merely Egypt. Last week we were given ‘Vodafone Idea’s inadequate network investments to further accelerate subscriber loss: Analysts’, a stage the might not aid the KSA too much, but the losses will go somewhere and whatever partnership comes from there, in the end Huawei will profit, so there goes the setting we hd towards a setting the US never wanted in the first place and as we see it, we will also see that the EU will need to make a call, especially as they lose out again and again. What path they will walk is still unknown, but it seems decently clear that the path they are on now tends to lead towards self-destruction, the is seen in the Euro reporter, who gives us ‘EU and member states risk a possible WTO challenge for unfair actions against Huawei’ a mere two days ago. Even though it is not on the same setting I had, theirs will do jut as well. As we see: “US actions against Huawei based mainly on its Chinese origins simply will not stand up to a legal challenge before the World Trade Organization. This is because of international treaty obligations that Romania, Poland and Sweden as both EU Member States and WTO members are all bound by, precluding them from discriminating against or between the products of another WTO member” is not merely a costly stage, it is the setting the the path (poorly) chosen could cost the EU a lot more than it bargained for.

Even now Saudi Arabia has the fastest 5G network, compared to the US 752% faster, when Egypt is added to this, the stage changes, two nations with willing and tech hungry developers, all with a 2 year advantage over both the EU and the US, the damage they can install by having faster apps and faster infrastructure is going to cost the other two a bundle, perhaps more. Consider that the UK and US are trailing Egypt and the KSA by such a large difference, the mere humiliation of being second to Egypt and Saudi Arabia is just what the flaccid western technologists required, relying on politicians to fight for them, all whilst their technology could not keep up and that damage will continue until at least 2022. It seems to me that this is only the beginning. When the profit fall away, the real damage comes and both players (EU and US) are nowhere near ready to deal with that, as I see it, President-elect Biden inherited a leaky boat names USA, I reckon he better play nice with whatever ally he still has, the game will change and the US no longer has the lead position for choices, that much is I hope been made clear. 

Have a great Friday, especially those calling in sick so the they can test their new PS5.

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Why do we bother?

Yup, that was the question that came to mind, you see the so called free world is all about ‘Ballerina with Alzheimer’s returns to Swan Lake’ and ‘Telstra customers overcharged millions’, which is news, I do not deny that, yet as far as I can tell less than an hour ago, only 2 gave us ‘Several injured in explosion at Saudi Armistice Day event’, which comes from the Guardian, and ‘Several injured in ‘bomb attack’ on Armistice Day ceremony at Saudi cemetery’, which we get from France24. For the most I merely looked at it sideways, that is until I saw a small part I was actually unaware of. It is the quote “The annual ceremony commemorating the end of World War I at the non-Muslim cemetery in Jeddah, attended by several consulates, including that of France, was the target of an IED [improvised explosive device] attack this morning, which injured several people”, to be honest I was unaware that Saudi Arabia was active during WW1, and I found out that the two parties were the Idrisid Emirate of Asir and the Emirate of Nejd and Hasa, they would later become part of what is now the Kingdom of Saudi Arabia. 

So the western media will rely on fake news to bash Saudi Arabia, yet a WW1 commemoration is seemingly off limits for a larger group of the media to comment on. Yes, that makes perfect sense, and you wonder why there is no action on fake news? From my speculative view it might be because the news itself is heralding fake news as means to set agenda’s. Off course I will admit to the fact that my view is speculative, but in light of what we are shown again and again, am I that far off?

The papers also give us “his country’s commitment to free speech, strict secular traditions and right to blasphemy, President Emmanuel Macron promised France would not “renounce caricatures””, I get it. I might not agree, but I get it, in part because the French Revolution was one bloody mosaic of blood and guts and lasted a fair bit, so they have a stage, yet the stage of blasphemy ‘the action or offence of speaking sacrilegiously about God or sacred things’ is a dangerous setting. The ‘freedom’ to attack any religion is something that never sat well with me. It always reminds me of this joke:

Reverend: We should unite and find harmony, we both worship our heavenly father
Pastor: Indeed
Reverend: You serve him your way
Pastor: Correct
Reverend: I serve him the way he prefers to be served
Pastor: ….

Yes, being a christian is not an easy thing, and finding a safe course to guide any conversation on politics or religion tends to be one with dangerous waters. I admit to this, yet to openly confront islam by making caricatures of Mohammed and making it a larger freedom is a big issue. And I get the schools have an issue explaining freedom of speech, but the school teacher had dozens of options to show before he got to the drawing of Mohamed, history is filled with them. And when we remember the news in 2017 where we see ‘FRANCE IS BANNING COMPANIES FROM PHOTOSHOPPING IMAGES OF MODELS IN ADVERTS’, so where is the free speech, the secular need to blaspheme the human shape for the good of free speech? Isn’t a double standard nice to have? I am sort of wondering how “In a bid to tackle misleading promotions”, perhaps it is ‘you can be this thin, apply for a position in the Fritzl basement, you will end up 5 sizes smaller, we will fit you with ankle jewellery. Perhaps that was misleading? 

What bothers me is that most events taking place in Saudi Arabia is either an attack on Saudi Arabia, or a misleading setting where the actions of Hezbollah and Iran are left out of the equation, and I believe it is time that we alter that need. It is time to openly demand the list of shareholders, stake holders and advertisers of anyone found complicit in this. I wonder how many links to power players we end up seeing.

And it is important, because when the equation changes, these same people will scream that they are not given a fair go, and as I personally see it, nothing will be farther from the truth. So when we are treated to “Zain KSA’s 5G services will certainly unlock new prospects for these regions, enabling us to provide residents and citizens with tools for innovation and development, and to support the wise leadership’s efforts aiming towards achieving economic diversification and increasing the competitiveness of the national economy.”Zain launched commercial 5G operations in Saudi Arabia in October 2019. In the initial deployment phase, the telco deployed 2,000 towers that covered an area of more than 20 cities across Saudi Arabia”, we are given a first direct setting where Saudi Arabia has an active business ability in designing and deploying 5G solutions. Yet only this year did we get “Verizon Communications (VZ), AT&T (T), and T-Mobile US (TMUS) have all begun rolling out next-generation 5G networks in markets across the U.S., promising faster speeds, greater capacity, and lower latency” in this we need to take particular notice of ‘have all begun rolling out’ and when we ask for tower information we get ‘a large amount of investment going toward 5G-ready cell sites’, clear English was never in the interest of the business spinner. It gets us towards comical when we consider VentureBeat giving us ‘The U.S. now has 4 live 5G networks, but good luck actually using them’, we see  larger stage and the US is falling behind, it does so at an alarming rate, so whilst we take notice of “Just days after blasting rivals AT&T and Verizon for lying about their limited 5G offerings, T-Mobile commenced initial service on June 28, becoming the last U.S. national carrier to launch 5G”, they need an actual working stage for app developers to get their zoom spot on (or G-Spot), whatever floats their network. So when we got “Just like Verizon, which launched pre-standards 5G home broadband service in small parts of Los Angeles last year, T-Mobile’s current coverage appears to be sparing at best. Initial reports from a small group of testers suggest that the magenta brushstrokes in Manhattan are a bit too thick and numerous given actual 5G connectivity on the ground, and that’s the best of its six cities”, I knew that my IP had no business being in the US at the point and when we consider  we got last July “The problem is that the width of the “lanes” used to transmit data at those frequencies are very narrow, which means that the speeds are not much different from 4G. That’s certainly not what we were led to believe 5G was going to be able to do”, with the emphasis on ‘the speeds are not much different from 4G’, which show us (in part) WHY 5G in Saudi Arabia is 750% faster. So when we look at all the spin, the spin I warned about in 2018, we see why anyone siding with the US is now in a stage that they are 3-5 years behind, and even more shameful on them, they are behind Saudi Arabia and China in this. So when you wonder where the new innovative 5G options come from, consider that they will less and less likely be coming from the USA.

In light of what might be seen as the betrayal of technology, how do you find your level of blasphemy to be when you are up against a Saudi Programmer who has an app that is 2-5 times faster? If speed is the determining factor in 4G and 5G, what else are you losing out on?

I stated it before, 4G was about ‘Where ever you are’, 5G will be about ‘Whenever you want it’, and my IP saw that benefit upfront, are you catching on yet? You see, if you were aware of all the news that we are not getting regarding the KSA and their options, we would be better prepared, but the is not the case and should the Virgin Hyperloop get that Saudi Contract, we will be falling behind even more. Gee, for those who care, the Xbox is out now, too bad the 75GB downloads are not on a 5G setting, are they? And d you have the bandwidth to get all that data across?

Have fun!

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The failing of others

We see this, others fail, we all do at times. My management position is different. I do not care about mistakes made, we all make them and anyone who claims that they do not make mistakes is either a liar or one who is about to make the whopper of all mistakes, history has proven me right again and again. You see, for me it is not about making the mistake, it is how quickly can you fix the mistake that was made, and if it is too late to fix it, what processes do you have in place? It is as reasonable as anyone can get. It is the application of realism. In all this there is the stage where others leave the door open, the door which you can come through. There was a setting earlier, now the setting is more defined. It is seen in ‘Saudi Arabia condemns republication of blasphemous caricatures’ (source: Arab News), they are not alone, all Islamic nations are opposing the farce France allowed for. A stage of ‘secularism’ versus ‘Intentionally insulting religion’, I feel certain that the Islamic nations are feeling a little less academic about it than I am. But for me there is an upside, I wanted to retire in Monaco (when you dream, it better be a good one), and the stage that we see in the Human Rights Watch, one with the headline ‘France Should Halt Arms Exports to Saudi Arabia’ (at https://www.hrw.org/news/2020/06/10/france-should-halt-arms-exports-saudi-arabia-egypt) where we were treated to “After Qatar, the governments of Saudi Arabia and Egypt received the greatest amounts, accounting for €1.4 billion and €1.0 billion in arms, respectively”, so lets take away the €1.4 billion from France and give it to China with a small finders fee, lets make that 3.75% for two years, with 5.3% for any additional sales over the €1.4 billion. I reckon that the stage will give me a retirement fee of € 105,000,000 and that is if there is no additional sales, but I reckon that I can pul that off to, I still have Gordian One in my back pocket and the first bonus will allow me to test it before setting it to the market. Everyone is all s up in arms and all about the evil that Saudi Arabia does, yet the simplest respect or tolerance for Islam is not to be found. So, why buy from them? An in this France has a $4.3B, Italy a $3.8B and Germany a whopping $7.5B, so in all this I would be in a position of a really nice retirement, can anyone blame me? I am upfront on my reasons, most others are not, most others hide behind their secularism to allow for right winged hatred, they are too afraid to be replaced and the worst thing is that replacement will happen at some point, so doing it whilst hurting your coffers to support your nation makes no sense at all, and as I am proving, there is always someone else ready to deliver what the customer needs. If party to is hungry enough, he or she will find a way and there are several nations that need to be aware of what comes next. France is only one example, the US has through its own actions endangered close to $10 billion in sales and in that case Russia and China are fighting on what they might deliver, at that point we see the shifting of the Middle East options that the US (the EU too) has left. A stage that will happen, the stage is too loud for it not too happen and several actions are already in the past, with Saudi Arabia having by far the fastest 5G setting, we see that there are additional setting for the KSA to embrace and China is seemingly increasingly willing to pick up that baton, two batons dropped by the EU and the US through acts of increasing stupidity and that setting is not stopping anyway soon, as that continues more and more additional offers of goods will come from other directions, and in this we see a larger stage, if the sales fall away the drop in jobs come pressing, it will result in additional economic stagnation, all whilst their larger opponents will get economic boost after boost. How will that play out? Well, I am speculating, not too good for the US and the EU, but if it goes my way I will have a nice golden parachute, and as such I will not care.

The station of acceptance is not merely giving the consumer what they want, it is accepting that they work with other values, it is the simplest of rules in the setting of larger sales and that is a mistake at least 5 nations have made, thinking that their values would be blindly accepted on a global setting. In this one source gives us “The Trump Administration has degraded environmental enforcement, favouring polluters over citizens’ interests”, as such, if for these people the environment is so important, why do we see shallow levels of acceptance? Hypocrisy is a dangerous form of ammunition, it can openly be used by shooter and target and there is no guarantee that it goes the way they think, in the end the hooter could end up getting shot by their own bullets. This is not a new setting, there is an entire dimension of sales systems banking on the failing of others, they refer to it as their pipeline, the pipeline of opportunity. So in this, what is wrong by resetting that pipeline to me? It is the way they do business, as such I can too.

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49 weeks later

There is an upside and a downside to the phrase ‘I told you so’, the upside is that you feel good, the downside is that these people automatically think you are arrogant and their ego goes on the defensive. Yet the first part tends to such a nice feeling that we give in, until today I largely avoid the situation. Yet after all the accusations of Arab lover, chinky chow and so forth, the idea that they are massively stupid and I am not is slightly too overwhelming, so here I go “I told you so, you moronic dumbo’s!”, phew, nice to get that off my chest. I saw the 5G station on more than one setting coming, my IP is set to that and now it can be sold to both China and the Kingdom of Saudi Arabia, it has nothing to do with the titles called onto me, it is the smallest whiff of greed. Not greed perse, but the need to get coins from those who can afford them and they will get to become massively richer (by my standards) in the process. Even as my IP started before that (it started when I saw the plans for Neom City), the stage we are now in was given with my article on the 15th of November 2019, 49 weeks ago, titled ‘There is more beneath the sand’ (at https://lawlordtobe.com/2019/11/15/there-is-more-beneath-the-sand/), you see the issue with Huawei was a larger issue, and if these idiots on the other side of the Pacific river (aka Americans) had given clear evidence there would have been a debate, the evidence never came and now we have an issue. The data released by Statista shows this. On the other had, my prediction was also wrong, the USA did not end up in 4th or 6th position, they are now in 8th position, massively behind Australia and South Korea.

What is scary is how well I saw the prediction unfold, whilst bulletpoint managers were making fun of me in the hallways, they will be largely silent now that we can see that the 5G network of the KSA (who embraced Huawei) is 12% faster then number two (South Korea), 75% faster than number three (Australia) and well over 100% faster than number 4 (Canada), it is at present 752% faster than the US, that is what I saw happening (well not that extreme, but it is a bonus). So when I wrote “Saudi Arabia already has ties to Huawei giving Saudi Arabia the option to pull ahead and make the monthly gap larger on a daily basis. The difference is that intense. There is more and more evidence to see that the EU is not going the way of the US and that will give them an advantage on the hardware range, yet they still have all the other old hardware to deal with. They could face two issues, let’s not forget that Riyadh faces that too, but if Neom City shows the benefit to a newly constructed fast internet city, what we saw in the UK 5G image, that path will be faster seen in Neom city, merely because the change is pushed from the beginning and not after the fact (as most technologies are)”, I was not kidding and the numbers now show it. The added “a presentation by Edward Burton, President and CEO, U.S.-Saudi Arabian Business Council from June 2017. (at https://lawlordtobe.com/2018/05/02/are-there-versions-of-truth) in the article ‘Are there versions of truth‘ I had not realised all the elements at that point (why should I?) yet I saw that Vision 2030 would be a bigger issue yet the larger impact would be visible beyond “90 executives from both countries to sign new trade and investment agreements worth $350 billion” the fact that in these 90 we would see “Lockheed Martin Honeywell JPMorgan Chase The Dow Chemical Company ExxonMobil Jacobs Engineering Baker Hughes McDermott International” was clear, the fact that Jacobs Engineering Group Inc. (Steven J. Demetriou) was involved was a clear indicator of that. I believed that whatever think-tank Edward Burton responded to was seeing ‘roadmap for economic development‘ and ‘Identifies general directions, policies‘ and optionally ‘CEDA established new operating models‘ and realised that this went way past the Council of Economic and Development Affairs (Saudi Arabia) there was an actual global impact” shows that I was not alone in this belief and if they pushed through the landscape of the rich will change in the US. Those who spinelessly followed the US administration in following anti-Huawei sentiment are now in danger of losing it all (which I have no problem with), and when I sell my part I can retire with the knowledge that the stupidity of bullet point management will hit those people squarely in the face. And it is in this setting that I actually am getting another idea for pushing a new technology. If they had not thought of it, there is every chance that Google overlooked it too, as far they do not show to have this, so I can change from video game to 5G IP and take a gander at this. And I feel great, I see close to half a dozen that these so called heavy important business people did not look at, their sight is merely focussed through dollar shaped pupils and innovation has never focussed to that degree, thee are times that they overlap, but it is set to a larger station and I know exactly where to look. Perhaps Branson was aware? The application would be highly industrious in the application for Hyperloop, their speed would partially depend on it (well the safety features would), as such I see new shapes and options, and some of them were visible 49 weeks ago, I wonder what else they are missing.

Well, it sorts me out for the weekend, how about you? Any new plans for the weekend?

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When a war is called

The thought started when I saw an article by Yahoo Finance pass by, it was named ‘Why Saudi Arabia May Be Forced To Start Another Oil Price War’, two thing came to mind, it is October, and the northern hemisphere is now going into Winter, it seems trivial, but 700 million Europeans and well over 50% of Americans (and also all Canadians) will need heating and oil is more often than not the essential fuel used. The second part is seen but perhaps missed, as we are given “The threat of European lockdowns is real, hitting global demand again while taking a heavy toll on the economy. Financial easing and subsidies worldwide have kept some demand in place, but the financials of major economies are bleak, which can be seen in the rising level of unemployment” what everyone forget is that in the past most of these people were in offices and shops, places of employment. During the lockdown all these people will stay at home and their houses, places that usually tends to be 5-8 degrees colder because they are at work, these houses will now need heating for all that time. In addition there are in the US over 1,050 power plants operated by oil, all these houses need power, all whilst many shopping centre needs less power, yet the need for power and heating will seem to rise, especially when the cold days come through. Even as some question “Global oil storage levels are still high, while the world is awash with oil and gas. International traders are openly questioning the current OPEC+ move to put extra oil on the market”, I am not convinced. Yes there is less fuel needed for jets, but jetful is only 2% of crude oil production, so I have been told in school (a long time ago), yet power and heating needs oil and there will be a shift, summer is gone, autumn is squarely here and we see a few hundred million places now needing power and heating most of the day, which stands against the needs of a working environment. As such the statement seen here “Saudi Arabia, supported by its main ally UAE, and Russia are both looking at a financial crash of unknown magnitude if oil markets don’t recover soon. Oil prices are currently too low to sustain the government strategy of both nations” becomes one of debate. I cannot counter it, but when we think things through, oil needs are essential during winter, and I see it, these people will not need gas for cars, so where is the tradeoff? Well, mot of these houses still need food, so the car remains used, to a lesser state. Yet heating and power will be needed to a much larger degree, so even as we can assume to some degree that there will be a lesser need, it will at best be a ‘somewhat lesser need’, in light of all this, why is there a call for a war (well, a pricing war)? The article still gives a truth, several in fact. We cannot disagree with “Without higher crude oil prices, not only is the Kingdom’s flagship Saudi Aramco suffering but most government projects too. The world’s largest oil company has already put several major new projects on hold, while at the same time reassessing investment levels of others. High-profile offshore projects” yes there will be an impact, and the impact will optionally continue into 2021, yet the larger stage is not how Saudi Arabia will do, the question becomes when the EU collapses after another lockdown, how will those government foot the bill for essential services (power and heating) when the trough (finance coffers) run dry?

So as we get to “If the threats made by Saudi Arabia’s Minister of Energy Prince Abdulaziz Bin Salman that the Kingdom has had enough of profit takers, short investors, or lack of support of members, are to be taken face value, the market should not be surprised if the OPEC leader decides again to go its own way. A more aggressive move by Riyadh towards market-share or oil prices is not at all unthinkable”, I start to wonder who the writer Cyril Widdershoven is and I see that he is linked to Verocy and that he oversees Mediterranean Energy Political Risk Consultancy. As such, I wonder if he hopes to create a pre-creationary wave, or that there is a stage which in the article is assigned to Prince Abdulaziz Bin Salman. I do not know (I honestly do not know), yet any quick or knee-jerk action required by others, tends to set a different stage in all this and when someone gives me ‘Why Saudi Arabia May Be Forced To Start Another Oil Price War’, I tend to wonder why something like that I needed. Yes from our side a lockdown is not good news, but who considered that they would be warming the house an additional 12-15 hours each day? 

It is well over half a day more, as such heating is required, as well as additional power, because these people will need their TV, their computer, their radio, their console and in many houses they need need close to one of each and with an additional 12 hours a day that drives up the need for power too. So yet there is every indication that there is some level of downturn for Saudi Arabia, I am merely not convinced that it will be as bad as me predict, yet I am willing to admit that I might be wrong. So I will let you do the math on what you need in your house, and consider, will it be more or less than before and when you consider that part, consider the thousands, nay millions of additional homesteads in Europe, the US and Canada. That is what went through my mind, and overall there is an impact for Saudi Arabia, but I am not convinced that it will be as dire as some say. When someone calls for a pricing war, they tend to multiple motives, that I what history taught me, I am merely thinking things through, but as stated, I might be wrong.  

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Same competition with a typo

National Defence Magazine gave out an article a few hours ago where we see that the Middle East is expanding even further, the headline ‘UAE Looking to Expand Defense Industrial Base‘ is merely the introduction to a larger issue, an Emirati official gives that “The United Arab Emirates Ministry of Defence is making a push to beef up the nation’s defense industrial base“, in this Maj. Gen. Abdullah Al Sayyed Al Hashemi hands out a truth, he believes “It is not only important for the UAE, it is important for every single country that has … industry“, it is a truth, an undeniable one, even after we get the holistic fanfare in opposition by nations under the corporatocratic yoke (the EU) and the nations that already have one where they all claim that it is more bad than good, it is more diversifying that unifying, they all lie, plain and simple. A nation is only as good as its ability to have no opposition, or who is able to defend itself. Julius Caesar proved that point a little over two thousand years ago, we still see evidence of that every day when we are not averting our eyes, the State of Israel (with enemies of their state on at least two borders) have also shown that part, more important it showed the world what happens if those in denial get their way. We see evidence in two books that Julius wrote, the first is the conquest of Gaul, the second one was the Civil War, two kinds of wars yet his first rule of warfare applied both times. The Middle East is upgrading and with oil waning as a dependent force, the circle is set to defence, a first handheld against those in denial of what Iran is willing and able to do, even as there are larger tears in the statement “Al Hashemi said during a press conference that investments in defense technologies will help the UAE diversify its economy“, we need to acknowledge that these tears are surviving because of the truth in them, it might partially be seen in “UAE-based company Halcon received a $980 million contract award for a variety of ammunition“, yet we realise that one billion an economy does not make. Yet “As the UAE works to improve its industrial base, it will also need to ensure it sustains its current and future equipment adequately, he said, noting that contracts awarded during the show included a mix of spare parts and sustainment in addition to weapons sales” shows a much larger consultancy and service minded task is ahead of the UAE, it needs to be service minded and there is the facet that will drive home an additional 4-7 billion over the next 5 years alone, with optional entrenchment of various services down the road. The corporatocratic foundation of the EU is in denial, but they will soon see that the EU is about to lost 2-4 billion in revenue to Middle Eastern partners in the near future. I state here the word ‘partners’ as Saudi Arabia has been on a similar track for a few years now and they are both optionally in a stage to be in each other’s fairway soon enough. Even as we see that Saudi Arabia is more about manufacturing, we see the statement that Al Hashemi makes with “We have to keep that availability of services available to be able to maintain the same capability

If National Defence Magazine (at https://www.nationaldefensemagazine.org/articles/2019/11/21/uae-looking-to-expand-its-defense-industrial-base) is correct with “The last day of the air show wrapped up with about $4.9 billion worth of contract awards over the course of the week“, we see that the UAE is heading for a lucrative next few years, it might not be enough, but it is a first version out of the oil industry and there is more on consultancy and services soon enough. Here we see the versions that matter; it was given by Under Secretary of Defense for Acquisition and Sustainment Ellen Lord: “meetings would be held with industrial partners to discuss challenges. Saudi Arabia is focused on jobs and localizing production and manufacturing, she said, whereas the UAE is putting a premium on technology transfers“, yet ‘technology transfer‘ is basically a loaded canon, it should and will include consultancy and services, services on goods and people, making for a much larger stage, in addition, with 5G it is a larger manifest, the larger settings of armed forces and communications whilst 5G is not contemplated in the past seeks a much larger tenure of mobile hardware than we sought possible. People forget that the military have been pushing mobile technologies in the past and this will be pushed more and more. Not mobile industries that we rely on, but military point to point technologies on a 5G speed stream, it is not completely understood, some might run to the Raytheon pages and rely on “Lewis predicted that 5G will be foundational for new military technologies such as “robots, artificial intelligence and a number of advanced sensing devices.” Fast, reliable and strong communications are crucial to executing high-stakes military operations. The Trump Administration recently ordered a national spectrum policy to keep the U.S. in the lead when it comes to advanced wireless communications“, yet larger issues remain with limiting access to mobile technology and point to point systems, which in the case of rural warfare makes all the difference and even as we decide not to talk about it, we see that others (basically not the EU and not the US) are behind, they are lagging in 5G communication to a much larger degree and the UAE has figured out (well it was a known strategy really) that being ahead in services and consultancy solutions in armed response would be the ticket to go, did you really think that armed response is limited to weapons?

Raytheon was on that horse in 2016 when it applied for licensing to test “U.S. defense contractor Raytheon Missile Systems wants a special temporary authorization (STA) from the FCC so that it can test a new broadband technology and see if it meets both the demands of a U.S. Department of Defense customer and the commercial marketplace“, some focussed on the delays and feedback we see “General John Hyten, commander of Air Force Space Command, called the GPS Operational Control System project a “disaster” due to escalating costs and delays. Raytheon told Reuters that it was still fully committed to delivering the modernized GPS ground controls envisioned and required by the Air Force” yet the story behind this (at https://apps.fcc.gov/oetcf/els/reports/STA_Print.cfm?mode=current&application_seq=69216&RequestTimeout=1000) is larger than you think. The size of the article is not what was used, not what is required, it is that their advantage has been smaller than anyone expected, basically there are indications (not evidence) that Huawei surpassed these applications or better stated, Chinese defence has a much better system more advanced out there and it did so no later than Q2 2017 (partial speculation), so not testing, but actively being used and the UAE is seeking a services based organisation allowing for access and servicing such equipment, or at least make a push in that direction. In that part some might recall the article by Liu Zhen, last January (at https://www.scmp.com/news/china/military/article/2184493/why-5g-battleground-us-and-china-also-fight-military-supremacy), there we see (read: read about) Zhou Zhaoxiong, a senior engineer at China Mobile IoT Company giving us “Military equipment embedded with communication devices can also form the internet of things, he added. The communication can take place from device to device, without satellites or early-warning planes, saving those limited resources for other uses and significantly lowering the cost of a military operation, according to a 2017 report in China Defence News, a mouthpiece of China’s People’s Liberation Army (PLA)” it was not the stage of what was to come, but on what was achieved and it scared the US into all kinds of messes, we do know that communication in any war is essential and it seems that the Chinese have a larger advantage there.

This is the engine that the UAE will be trying to tap into, it is also the one direction that the US is really unwilling to give into, so there will be a much larger battle to come regarding what Americans will allow what others are allowed to do, and that is where they strike out in the Middle East, they are seeing opportunity in a defence setting where they optionally end up have the advantage, the EU cannot compete with the UAE because of their tight links to the US and their corporations and when we see the people that have links to the degree they have with the US, China is seeing a lager advantage to partner up with the UAE and the KSA, that is the larger fight we will see in the foreseeable future, and even as the US is showing a larger fight with Huawei, it is not the real fight and more people are starting to get on board with the larger stage, the US can no longer compete in more than one field and that is what is biting the US to a larger degree.

How does this matter?

Well that is simple, the UAE (and the KSA) have larger military needs towards manufacturing and servicing, as they ally to a larger degree there is a larger need serviced in military needs and that means two things, the escalation in the Middle East (regarding military hardware requirements) can be addressed on a near global base, giving both players a larger handheld on the global scene that is not oil based, beyond that it allows for a larger growth in the near future, with new optional partners over time we see a larger growth in the Middle East soon enough, it might ‘just’ be arms and weapons initially, but there is a larger foot for growth and it will push the Middle East (except Iran of course) to a much larger degree than expected. Yet there is also momentum to be considered, even as both the KSA and the UAE have strong ties to the US markets, there is a rift visible, the US internally created it and if it does not address this there is every indication that it will cost the US a lot more than it bargained for in the near future to come, I will let you consider those details, yet do not take too long, there are at least 4 markets where it applies to and in that regard I will leave you with one hint It was given out yesterday and the list is seen (at http://raytheon.mediaroom.com/2019-11-21-Raytheon-honors-54-suppliers-for-excellent-performance), can you see which two mentions should optionally not be there?

In some ways American ego does not falter in our view, it seems to have short term needs and that is where we see the first failure and that is where they should have though a little further than their noses (but that is merely my interpretation on the situation).

So have a great weekend! The weekend ends in 59 hours (for me at least) #JustSaying

 

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There is more beneath the sand

The Australian Financial Review has an interesting article that they released a little over 12 hours ago (at https://www.afr.com/world/middle-east/is-saudi-arabia-s-royal-family-ready-for-a-market-economy-20191112-p539sv), the title ‘Is Saudi Arabia’s royal family ready for a market economy?‘ is an interesting view on the issues that are coming around over the next decade. Stephen Cook gives us part of the goods, yet I wonder if he is cautiously holding back (an acceptable stance for any journalist) or is there more?

That is not an attack on the article; it is well written and shows a writer with a good grasp of grammar 😉 He also makes a few very nice observations. The issues that come from that are not always visible, but we should argue before we get there that any cautious journalist does not need to go there; a blogger like me on the other hand is (at times) all about the informed speculation. So when we see: “to pull off Vision 2030, Mohammed bin Salman needs some of the international goodwill he enjoyed until mid-2017“, that partially true, most of it can however be built with money and Saudi Arabia has plenty of that. At which point Mr Cook takes that frying pan and hits us with “There’s just one problem: the Aramco IPO is far riskier than the Saudis are letting on“. He gives it in the form of “The Saudis are offering stock in 2-5 per cent of the company. One of the sticking points has been valuation“, he is true, and we see that in the article that there is a margin of valuation (depending on the offerer) that is almost 50%, And that is not the only part, there is a view that Saudi Aramco will value at almost twice the price of Apple, that is a lot and there will be an actual benefit that Mr Cook does not offer. He does give us that the Saudi offering could end up netting between 24 billion and 115 billion. No matter how this turns, there will be plenty of Saudis all wanting a share or two, a population supporting its own national product, so there is interest, the benefit we do not see here is the corporatocracy that the EU has become, with value in the fire of shares, whatever Iran will think of next will bounce back, any attacks is no longer a mere Saudi Problem, Saudi Arabia has done something interesting. By offering 2.5% of a company its visibility will become global and that is the first nail in a coffin named Iran. And that is not the only one; there is another benefit to see when we take a harder look at Vision 2030.

You see Vision 2030 will be a clean systems sweep of 5G (and 4G lte) systems, the old 3G and other systems will be absent, the Saudi’s will get a much better view of what is needed in the 5G atmosphere without having old equipment holding it back, you might laugh, but do you have any idea on the amount of equipment out there switched on because there is some ‘twittle’ hardware connection, or the owners merely does not know that some equipment does not need to be turned on? It amounts to almost 7% of the electricity bill and the amount of technology and hardware involved shows a massive amount of additional loopholes requiring fixing. You might not think this is essential, yet when we realise that there is an amount that is between calculated and measured that is not addressed, we see a much larger issue, in at least two cases I have seen the ‘connections’ merely being ‘improperly’ addressed, I wonder what else was not done. Vision 2030 will allow us to look at hardware connected and we will see a whole range of equipment never connected. There will be an amount of niche markets that will evolve because of it and as we see that evolve, whoever is working in Neom City, will get an interesting benefit to this change.

Getting back to the IPO, there is every concern that the quote “Iran’s Islamic Revolutionary Guard Corps (IRGC) has every reason to keep the Saudis on the defensive and mess with Aramco’s IPO” has value, yet the first one who is part of the IPO will have the benefit of calling out Iran’s actions and now there will be nations with skin in the game, Iran is basically done for and it needs the nuclear benefit of playing the bully, yet it is running out of time no matter how blind the EU tends to be. When any Wall Street corporation has skin in the IPO, they will report it to any channel willing to expose Iran and that is what Iran really does not like, you see playing the bully only works when no one is looking at you and that option is about to end. They will now enter a stage where the writer claims ‘make investors nervous‘, yet when they go a little overboard and ‘make investors angry‘ their benefit is gone and that is why they need the nuclear pact to be in their favour. A bully merely knows no other way to look at matters, but now we see a much larger field and Iran is about to get exposed a lot more.

So now we get back to Neom City, the writer gives us “The plans (and promotional video) were impressive, but the effort failed miserably“, yet he gives no reason, I will, The amount of media willing to give Neom City the light of day could be counted with two hands, with the hundreds of accepted media in the Aether, they all shied away from Neom City and it was not Jamal Khashoggi. It was in part America and in part Europe that was scared. A city that is stated to be 22 times the size of New York is a building marvel, it would be no less than another world wonder and the powers that be have no intention of letting Saudi Arabia walk away with a world wonder, not in this age. Even as the bridge to Africa might never become a world wonder, the bridge itself will be a global accomplishment and it will give larger gains to Saudi Arabia. In addition it takes another premise, the city of Sharm-El-Sheikh (Sinai) would gain in several ways, whilst the bridge would open Saudi Arabia to Egypt in larger ways. It would also open up technology paths to Saudi Arabia. In addition we see: “Mohammed bin Salman has calculated that he has a greater chance of eliciting the loyalty of his subjects – and thus shoring up his power – by giving them movies, concerts, and WWE wrestling events; reining in the religious police; and granting women the right to drive“, yet it is missing a part, with the building needs growing for close to two decades, we will see a new class of people, A class to Egyptian Muslims working in Saudi Arabia growing the population and growing a larger stage of a new population drive, those needing a better life, we have seen this in America and Europe and it will drive a new need in these people finding a niche where they can settle their family in growth, that part will be new to Saudi Arabia and it will create new wealth group and a larger drive towards Saudi Arabia. I reckon that Saudi Arabia could grow to well over 20% this was and the size of Neom city would allow for a much larger growth giving new options to Saudi’s and those wanting to be Saudi.

As I see it Saudi Arabia could over time grow that IPO to be up to 9%, so basically it will get access to 3 times that maximum of 115 billion, with an offering that over time will be close to $400 billion, we see that Neom city has been paid for, at that point with the IPO in place, and Neom city ready to grow Iran will be shown to be the bully of the Middle East, and bullies can be dealt with in swift ways by any global population that is clearly aware, which now leaves us Hamas and Hezbollah, we actually need not look in those directions, Israel is looking there already, we merely have to wait what will happen next, with these two elements clearly in lace it will not take long for technology firms to seek their nesting grounds in Neom city, Huawei is actively looking, Google has set its premise, as have Apple, Microsoft and IBM (who added 197 jobs in the last month alone), so the need is being addressed, now it merely takes time for the entire stew to settle, once all the elements have been added, we only have to wait (which will be the hardest part), yet there is little to no doubt in my mind that when we see the elements of Neom City, we will see a much larger shift in the west, it will not only be to stay on par with Saudi Arabia, it will be to get all the residual hardware and all the non-effective hardware to be removed from hundreds of places, I reckon that the US will face a new technology need at that point.

You see, in the end, there is less to a decade to a ‘futuristic city’ and a technologically ‘apt city’, Saudi Arabia is about to show the world that part and all the other nations will need to show that they can keep up and with their debts sized the way they are that will be the hardest issues for them and the US knows it has a large problem keeping up, as does the EU, they never thought that they would require to meet wits with Saudi Arabia, they never thought it was ever going to happen, as such they were not ready. Iran is banking on it, in the end I wonder which of the two elements will be the strongest, I’ll let you figure out what I mean.

i believe that by 2035 the global technological will be redrawn, it will be a map that the EU and the US will not be happy about. The Wall Street Journal gave a nice presentation 4 days ago with ‘U.S. Government Is Tripping Over Itself in Race to Dominate 5G Technology‘ and ever as we see sources stating: “U.S. officials say the country is in position to reap those benefits”, we merely need to see SDXCentral giving us: “AT&T is tempering expectations for its forthcoming 5G network riding on sub-6 GHz spectrum. While AT&T says it was the first wireless operator to demonstrate 1 Gb/s and later 2 Gb/s speeds on a commercial 5G network running on millimeter wave (mmWave) spectrum, it’s not making any grand projections for a speed improvement on its forthcoming 5G network running on the lower spectrum bands” (at https://www.sdxcentral.com/articles/news/att-down-on-low-band-5g-speed/2019/11/) to see that they are all running for the advertised word and there is a large hiatus between the ‘advertised word‘ and ‘achieved technology‘, that difference was seen at the end of October as Reuters gave us: ‘Trump says U.S. will cooperate with ‘like-minded’ nations on 5G networks‘, everybody on the US sided mind is trying to fix the backlog that they have against Huawei and some of them have a huge backlog, when we see “Trump has held numerous calls with foreign leaders, including British Prime Minister Johnson in August, to urge them not to let Huawei use 5G networks“, yet at by the time have we seen ANY EVIDENCE that there is a national interest failure on Huawei hardware? America hopes that it has taken the hardware drive and fixed its own economy (and the mere fact that we will not ask questions), yet Saudi Arabia already has ties to Huawei giving Saudi Arabia the option to pull ahead and make the monthly gap larger on a daily basis. The difference is that intense. There is more and more evidence to see that the EU is not going the way of the US and that will give them an advantage on the hardware range, yet they still have all the other old hardware to deal with. They could face two issues, let’s not forget that Riyadh faces that too, but if Neom City shows the benefit to a newly constructed fast internet city, what we saw in the UK 5G image, that path will be faster seen in Neom city, merely because the change is pushed from the beginning and not after the fact (as most technologies are).

The ‘what 5G is about‘ shows what 5G could do and in many nations we see part of this appear over time, yet in case of Neom city, with a 5G focus it will come all at once, it will give Arabian software Engineers a larger playing field and a playing field on rolling out some of those solutions anywhere else in the world. It is a path that we seemingly forgot about and we have seen this path a few times from Japan and the US, just the idea that Saudi Arabia will be able to focus on it was never in the sight of any of them and it is scaring them, Neom City has become that scary to both the US and the EU (well and Japan too). They have all been in the mind for well over 5 years that they see it first in Japan and later on it will be rolled out to the rest of the world. Now that setting changes those in charge are afraid, they have no ties to Saudi Arabia and no ways to make them.

Fear will be the key that the US and the EU will employ to set issues straight, and stopping Neom City to a much larger extent will be their focus, which gets us back to the quote we saw: “the effort failed miserably“, There was as I see it a much larger need to keep it out of the media, the people just never got to see all the elements that were clearly visible in 2018 when initial view of Neom City was given. I saw the first parts in May 2nd 2018 when I gave “the attached Burton presentation ‘Opportunities in Saudi Arabia – Vision 2030 and Beyond‘ spends two slides on it and the most important part shown is “Vision 2030 calls for 50 percent of military equipment purchases from domestic suppliers instead of imports“” a presentation by Edward Burton, President and CEO, U.S.-Saudi Arabian Business Council from June 2017. (at https://lawlordtobe.com/2018/05/02/are-there-versions-of-truth/) in the article ‘Are there versions of truth‘ I had not realised all the elements at that point (why should I?) yet I saw that Vision 2030 would be a bigger issue yet the larger impact would be visible beyond “90 executives from both countries to sign new trade and investment agreements worth $350 billion” the fact that in these 90 we would see “Lockheed Martin ● Honeywell ● JPMorgan Chase ● The Dow Chemical Company ● ExxonMobil ● Jacobs Engineering ● Baker Hughes ● McDermott International” was clear, the fact that Jacobs Engineering Group Inc. (Steven J. Demetriou) was involved was a clear indicator of that. I believed that whatever think-tank Edward Burton responded to was seeing ‘roadmap for economic development‘ and Identifies general directions, policies‘ and optionally ‘CEDA established new operating models‘ and realised that this went way past the Council of Economic and Development Affairs (Saudi Arabia) there was an actual global impact. This setting has merely taken an accelerated view, especially in regards to Huawei, there is a much larger setting and we will soon see that the impact is global.

Darn! I was not the first to notice!

Even as we realise that the Council of Economic and Development Affairs was created in 2015, there is a larger stance where Saudi Arabia has found the flex point where they will become a global player, that is why Iran is scared, that is why other parties are about to play diminished roles and they are all afraid, their status quo is about to be removed.

 

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The tradesman and the deal

Yes, we all have moments where a deal didn’t sound great, but the way it was brought was essential when the deal was there ready to be signed, the deal was accepted, not because of the deal, but the tradesman involved had brought it in such a way that the deal sounded too great to pass up. We have seen several of these events in the past, it is the literal event where the numbers do not add up when the analyst brings the ‘good’ news, but the diplomat was able to swing it to the direct event where all were looking forward to the fringe benefits that this deal brought. That is how I saw the Nuclear Deal, and one day after April 1st, the JCPOA (Joint Comprehensive Plan of Action) was ready for signatures on April 2nd 2015. Now that the deal is up in smoke we look towards the people setting up the deal, but they are no longer there, there is merely the JCPOA and the Iranian party has decided to walk away from it, already in a stage where several parts have been transgressed upon, but diplomats state “be not afraid, we are on top of it, the injunction is minor” (in various publications in the last 3 months), meanwhile Iran has announced (or was that a promise or a threat) that they are about the increase tenfold the Uranium enrichment process. Ali Akbar Salehi, the head of Iran’s atomic energy organisation has made the statement that enrichment is now up to 5kg per day, up from 450g less than 60 days earlier, also , the Guardian (at https://www.theguardian.com/world/2019/nov/04/irans-production-of-enriched-uranium-rises-tenfold-in-two-months) gives us “It is not clear how the European Union will react to the latest step, but so far the EU has not put the whole nuclear agreement into review, which would be the first move towards its suspension and possible collapse“, the diplomats are not home, they are out and about on a golf course, on a sabbatical and on long term travels where they are not to be reached, no one wants to touch the toxic agreement, no one wants their nae connected to this, it is the deal that is bringing direct danger to the State of Israel and to the safety of the Kingdom of Saudi Arabia, so whilst Anna Ahronheim gives us in the Jerusalem Post ‘EU Parliament Members: Support Israel In Fight Against Hezbollah And Iran‘, we seemingly forget that the term ‘EU parliamentary‘ is transient and above all, the 8-person delegation (four MEPs and four European Parliament policy advisers) are close to a joke, 4 MEP doubled by policy advisors are out and about stating (well sort of) ‘We support you against Iran‘, you see 4 out of 751 MEP’s is not much, did they bring the combined voices of 442 coalition members? I do not think so! You see the EU needs to look important, so they keep their options open with Iran and the problem here is that the moment Iran acts with their enriched Uranium, the EU is less than likely to do anything, Iran has oil and the EU needs it, the chance of Iran acting out against Israel is a lot higher than Iran acting out against the Kingdom of Saudi Arabia and the chances of Israel being a first strike victim just went up tenfold. The same can be said for the article by Yonah Jeremy Bob, also in the Jerusalem Post, there we see ‘Iran-Us-Israel’s 40 Years Of Hostility With No End In Sight – Analysis‘, a definite truth, but here too it is all about hostilities. And the quote “One would think the US’s greatest hostility would be for a country that killed 58,000 of its soldiers and that Israel’s greatest hostility would be for a country that killed more than 2,500 of its soldiers in a single war“, but that is not where its at. And he danger is perfectly voiced in one paragraph: “Ironically, 40 years later, it is Iran that is the lasting threat against Israel as many of the moderate Sunni Arab countries are trying to find ways to live a stable coexistence with Israel, even if there is not yet formal peace with some of them” and that is where the danger lies. The two quotes ‘to find ways to live a stable coexistence with Israel‘, as well as ‘even if there is not yet formal peace‘ these two events are the heart of the matter, Iran is not interested in peace with Israel, Rouhani might be president, but he does not represent the Iranian Clergy or the Iranian military, they both merely allow Rouhani to be where he is and they both want to finish off Israel, and remove the power that KSA has, in that order, as such events are required and Iran is on track with it as Uranium enrichment is now allowed by the EU and the US is nowhere to be seen, merely in a stage where they think that more economic sanctions work, in an age where the half time of security is far below the half time of Uranium, and Iran has its targets set. And ever after the first strike on Israel there is EVERY CHANCE that the EU will not harshly react against Iran, they are knowingly selling Israel down the drain to ensure Middle Eastern Oil agreements with ALL OPEC nations, I wonder when the people will figure out that the EU is nothing more than a sheep’s rug that is not being used, it is merely there to give the large corporations the stick they need to deal with individual European nations, it is the result of becoming a corporatocracy.

The corporatocracy wants to find some level of solution, but then we are shown “Europe has made promises to find ways to circumvent the US sanctions“, it was the latest in folly’s, all doomed to fail, corporatocracy on one side, ego on the other, did you actually think that there will be a solution? Even as we see ‘French president Emmanuel Macron’s efforts to set up talks between Iran and the US to break the impasse‘ in the meanwhile the dangers are growing to dangerous levels, because of the Iranian acts, the Kingdom of Saudi Arabia has no options but to find an equal stick to work with and that is where the Russian and Chinese connections become important to the KSA, one of them has to hand over the technology and that will be the beginning of the end of the EU, because the most prevalent of all reasons are ignored, Israel might seem far away, but they are at the Mediterranean, and any explosion there will give particles all over that sea, optionally directly endangering Cyprus meaning that the radiation is already on European soil, in addition to that Turkey will see the impact and the SE of the Mediterranean will optionally become uninhabitable or fishable.

Yes, that is the direct impact we are looking at and the corporatocratic security that the EU relies on will now be a feigned form of apologies and when the Diplomats wake up it will be too late. That is the direct danger we face and at that point the people get to rely on denials from politicians who proclaim to be working for them. Good luck with that!

We can argue about the validity of the JCPOA and hat nuclear deal, but the direct show-able danger is that Iran has increased its nuclear actions by 1000%, whilst there are no power plants requiring this, do you need a road map to figure it out?

If politicians do not hand over a template of actions within the next 48 hours, to time will have come for citizens to act and ensure that some level of quality of life continues, and for those who are in doubt of it, consider looking at your map, at any map that includes the Mediterranean. Israel is in the SE corner, with radiation having no other course to go but west, the tides will change where that radiation ends up, it includes Greece, Crete, Italy, Spain and the most expensive parts of France (Marseille) as well as Monaco, It will take a while for radiation to move through the waters to those parts but once the radiation is in one part, there is no denying it, it will get to those parts as well. So how irradiated will you like your fish to be when you eat it? Perhaps you like your Paella to glow in the dark when you have dinner at 22:00 in Barcelona.

Feel free to think I am merely having a sense of humour, but that first explosion will be the instant that life in Southern Europe will end and the EU parliament is letting it happen, so what are their priorities? Where are their priorities?

As I personally see it the time to be nice to Iran is over, it has been for a while now and the idea to play ‘soft kitten’ games with someone who is rejoicing on their enrichment program to be 1000% of what it was 60 days ago is not the way to go.

 

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The die is cast

it started Yesterday (well, it started earlier), the Guardian gives us ‘British-Iranian relations strained as oil tanker is seen off Syria‘, with the by-line “Adrian Darya, previously called Grace 1, photographed near Russian navy facility“. the starting quote “Britain is seeking to establish whether Iran has sold oil to Syria in breach of written undertakings given by Tehran to authorities in Gibraltar“, we can go with the speculative ‘yes’ on that answer, but it is not a given at present. The quote “Since leaving Gibraltar the ship had taken a peripatetic route towards Syria, but was last photographed off the Russian navy port of Tartus in Syria. TankerTrackers, a firm that monitors oil tankers, has seen no evidence that its 2.1m barrels of oil have been discharged” is no guarantee that it is not happening, or that it will not happen.

The issue is not the oil, the issue is what Al Jazeera reports (at https://www.aljazeera.com/ajimpact/saudi-arabia-enrich-uranium-190909144444127.html), I tend to be in favour of ‘Saudi Arabia wants to enrich uranium but the US may not like that‘, I support the setting as the EU and the US no longer have any balls in dealing with Iran and Saudi Arabia has no choice but to be ready to deal with Iran. It is the consequences of inaction. We see the quote: “Saudi Arabia wants to enrich uranium for its nuclear power programme, the kingdom’s new energy minister said on Monday, potentially complicating talks with Washington about an atomic pact and the role United States companies might play in the arrangement.” We might think that this is the barricade that works, but you would be wrong, both Russia and China are chomping at the bits to deliver high technology power plants that can work with enriched Uranium, this is a billion per place and Saudi Arabia would need 4 straight off the bat. Two power plants to power the growing power needs of Neom City and One for Riyadh power needs and one for other power needs. Do you think that in this age where American and European abilities are downgraded time after time that both Russia and China do not stand a chance? The fact that in both the EU and US larger discrimination and anti-Saudi needs have been fuelled for almost two years, the Saudi government needs to find a solution that is best for Saudi Arabia, not a solution that makes them seem the nicest. That time has gone, that time was 2017, the actions of media since have shown that the anti-Saudi rhetoric is slightly too strong and the Saudi government knows that. In light of all information available, it is the Chinese government that has the strongest position of the three (when we include the US) giving them another benefit. The US has downplayed several parts and now that we see that the Chinese government is ready to step in, we also take notice of an earlier stage in October 2018 where the SCMP gave us ‘China may seek to boost ties with Saudi Arabia but it ‘can’t fill US arms sales gap’‘, I was never certain that it was ever completely true. I believe that China needed time to set things in motion, I also believe that in the gap between July 2018 and August 2019 they have been able to set that stage to a much larger degree and within a year that gap can completely be filled. One issue that was resolved was the Chengdu J-20, the Chinese answer to the F-35. the rumour is that the three weaknesses Canopy, fuselage and engines have been resolved, there was still some questions on the stealth coating, yet that would not prevent them from starting, there would merely be an upgrade of a delay in fulfilment of foreign orders.

With that larger issue out of the way, China is seemingly ready to hand out larger contracts, they might be in the running to aid Saudi Arabia in getting them on the road to keep the 50% promise of making SAMI products export ready, the question is which arms are the most viable ones at present. With the growing concerns and the fact that Saudi Arabia is ready to deliver gives a much larger concern that the US has been playing the wrong game for well over 2 years at present. Even now, less than a day ago, CNBC gave us ‘US wants energy dominance regardless of what happens to oil prices, deputy energy secretary says‘, a quote and a claim that is both flaccid and exaggerated. As such the quote: “The U.S. deputy energy secretary told CNBC Monday that America wants to achieve energy dominance regardless of what happens to oil prices” falls short on a few levels. It falls short not merely because of the additional “It just simply means that we are going to produce as much energy as we can, as cleanly as we can and as affordably as we can“, there is seemingly a line that goes from the US to all other nations, that is besides the issue that ‘clean‘ and ‘affordable‘ tend to be opposite in scope, clean power is not cheap and affordable power tends to be not clean. In there the balance is already out of whack when they want power creation dominance and if China is affirmative to the 4 nuclear power plants, the need for US power will fall to some degree, so the option of dominance goes out of the window. Not dealing with matters is what got the US in this stage, not dealing with Greece (via Wall Street), not dealing with Brexit (through arrogance), not dealing with Iran (through indecision) and not standing strong with their claimed ally (Saudi Arabia) has pushed them on a sliding scale of mind over matter. It is becoming more and more clear that nobody minds because the US no longer matters. As the EU and the US are downplaying the impact and chances of the next recession, or as the recession is used to create Brexit fear, we see a population that has had enough. That is the setting the US is facing and all the non-evidentiary stance on Jamal Khashoggi was not helping, that journalist’s missing cadaver has been milked for anti-Saudi media coverage for far too long.

In this stage, as we realise the factors we look at the stage where we see: ““We are proceeding with it cautiously … we are experimenting with two nuclear reactors,” Prince Abdulaziz bin Salman said, referring to a plan to issue a tender for the Gulf Arab state’s first two nuclear power reactors. Ultimately, the kingdom wanted to go ahead with the full cycle of the nuclear programme, including the production and enrichment of uranium for atomic fuel, bin Salman told an energy conference in Abu Dhabi.” and his royal highness has to, he has little choice, it is not only because of the power requirements of the kingdom, Iran is still a threat and that threat can only be countered by having equal solutions at the kingdom’s disposal and in all this, the total lack of actual actions against Iran by both the EU and the US do not help matters. In this, when we consider “The tender is expected in 2020, with US, Russian, South Korean, Chinese and French firms involved in preliminary talks about the multibillion-dollar project” we need to realise that the US and the EU nations now have a disadvantage to this tender. So whoever wins the multi-billion dollar tender, the losers are going to get confronted on how their tender fell flat due to inaction. It also made me wonder on some of the processes and I know that the World Nuclear Association is the best source.

So I had a look at some of the information, and the stage is set at: “Uranium-235 and U-238 are chemically identical, but differ in their physical properties, notably their mass. The nucleus of the U-235 atom contains 92 protons and 143 neutrons, giving an atomic mass of 235 units. The U-238 nucleus also has 92 protons but has 146 neutrons – three more than U-235 – and therefore has a mass of 238 units“. With the centrifuge principle of “The counter current flow set up by a thermal gradient enables enriched product to be drawn off axially, heavier molecules at one end and lighter ones at the other” and when you consider the image I wonder if it is the most efficient path. I wonder what happens, when we consider “heavier molecules at one end” it seems to me that the outer part (heavier molecules) when it is siphoned off, more uranium could be processed making the process faster. It was just a thought I was having, I remain in a creative stage. There is equally the option to see other solutions when we consider the Roman bath houses and 2 phase compressors. They did not get to their destination in one step, the compressor goes from zero to 5 atmosphere, the second stage takes 5 atmosphere and pushed it to 25 atmosphere, in the old days it was a lot more effective, even now we see the path where the centrifuge at its speed can do it in one go, yet consider a centrifuge park with 50% more units, yet creating enriched Uranium at twice the speed. I am not sure if it works, but I do know that we need to upgrade the technologies to make the Iranian technology obsolete, making the Iranians stop their intended steps, or being able to take the steps to end their actions altogether. People might not like that approach, but the stages we now see involving the Syrian delivery, the Houthi arms and drone supplies, it is clear that Iran has no peaceful intent in any direction. It is our responsibility to choose, either we support Saudi Arabia, or we move out of the Middle East altogether. Either way

This matters, because if we are to stop Iran, we need processes that are more advanced to give the clear signal that the actions of Iran should no longer be tolerated. There are two options in any war approaching disagreement, either you overwhelm them or make their solution obsolete. We have seen that advancing stronger gives the option for a peaceful edge and that should always be embraced, that is as long as you are willing to use that advantage effectively, the EU and US have shown that they are unwilling to do that. So another option is required. That path is seen in the Al Jazeera article with “Reuters has reported that progress on the discussions has been difficult because Saudi Arabia does not want to sign a deal that would rule out the possibility of enriching uranium or reprocessing spent fuel – both potential paths to creating a nuclear bomb“, whilst the intent might sound noble, it isn’t. This solution will not work because no one has a handle on Iran and no one is willing to deal with Iran and that is where the problem lies. As long as Iran is around the problem remains that much has been shown several times in several direction, only the arrogant and delusional political players in the EU and the US are still of the mind that a nice solution can be found, the problem is that Iran has been most effective in tailoring to those ego’s and it is time to give light to those tools and find a way to stop Iran, we have to because their willingness to transgress on nuclear limits has now been shown three times over. That is seen as the New York Post gives us less than a day ago: “The United Nations’ nuclear watchdog confirmed Monday that Iran has installed advanced centrifuges and is moving toward enriching uranium levels — another violation of the 2015 nuclear deal brokered by world powers”. I believe that the best solution now is to make sure that Saudi Arabia gets to the Iranian destination faster, or we allow an open war with Iran, what would you chose? I believe that war is a last resort, yet I am willing to go there if needed, which makes me a better and more ample decider than either the EU or the US, indecision is the only agenda point they procrastinate on, a stage that is too dangerous for anyone at present.

 

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Simple Complexity

Less than 24 hours after we looked at Iran getting ts fingers on a ship with too many unknown variables (like Owner, origin and so on), we see them fall into their old habits by grabbing two tankers with British links. The article (at https://www.theguardian.com/world/2019/jul/19/british-tanker-iran-capture-fears-stena-impero-uk-ship-latest) gives us plenty to consider. And when we are exposed to the quote: “Iran’s Revolutionary Guard claimed to have taken the British-flagged Stena Impero into port with its 23-strong crew, and Iranian officials claimed it had infringed maritime regulations” er see the first play in a larger game. The first question we get is likely to be ‘how did it infringe maritime regulations?‘ Yet that is not what this is about. And whilst we look at both ships, all whilst for the second one we get: “The Mesdar’s Glasgow-based operator, Norbulk Shipping UK, confirmed that the vessel had been boarded by armed guards but had then been allowed to continue its voyage. “All crew are safe and well,”” we now get a new scene, one you might not have considered.

The idea hit me in the early morning 8 minutes after the first tanker (who is still missing on Iranian grounds) message came to me. The thought:

If you cannot fathom the simplicity of complexity where will you remain?

You see, most people want you to believe that they are opposites; we see studies that are about understanding the relationship between simplicity and complexity. It is not that, no matter how complex an equation, it must adhere to the simplest of rules. When we go back to the foundation of programming, some might recall one of the oldest lessons. Any program consists at the most of sequences, selections and loops. Once you get that, the simplicity of complexion becomes a point of focus. The entire Iranian matter is not about the Gibraltar tanker (although it will be voiced as such), it is only partially about pushing the opponents. In its current state it is to prove that the US and Europe are basically pussies, they will try to do whatever they can except start the war, that what this is about. All the big words that we got from the man and his administration are starting to become null and void. Even now we see: ‘Trump Says He’ll Work with U.K. on Response to Tanker Seizure‘, we also get: ‘Trump confirms he authorized Rand Paul to negotiate with Iran‘, it is all about ‘reducing’ tensions.

So at present Game, Set and Match for Iran.

This is about sending a message to the Kingdom of Saudi Arabia and the State of Israel that they stand alone, it was a simple play and the media remains clueless, merely reporting the voices and not seeing the orchestra play. It is like watching Wagner (at https://www.youtube.com/watch?v=3ZP-yXsNV2E) with the sound muted, we see the dance, we see the subtitles, yet without the music the play makes little sense. That is what the media enabled in all this. Iran is playing the game a lot better than I expected them to play. There is at present a 20% chance that Europe will find some excuse to let the tanker go to Syria, yet the tanker will not be empty, it might be reduce, or what the media will quote as ‘nearly empty’, yet an oil tanker optionally holds more than oil.

And even as the Guardian gives its readers the quote: “Jeremy Hunt, the UK foreign secretary, told Sky News: “We are absolutely clear that, if this situation is not resolved quickly, there will be serious consequences.”” there will be a debate and we will find the ‘serious consequences’ laughable in the end. A second message that the support to Saudi Arabia will be scaled back. I have no idea how King Salman bin Abdulaziz Al Saud could ever see these two players as actual allies. So far they have folded at close to the first time of pressure. Consider the evolution of the events and place them next to a phone call made 20 hours ago: “Iran’s President Hassan Rouhani urged Europe on Thursday to speed up efforts to salvage the 2015 nuclear deal, during a phone call with French President Emmanual Macron“, consider that the tanker was already clearly on route to be intercepted, consider the timeline of events and the complexity becomes a simple equation, Iran is playing a multifaceted game to show its enemy the Kingdom of Saudi Arabia that it has no western friends, it has no western allies and so far the US the UK and the EU states have been playing their part in musical chairs exactly as Iran hoped. We can see Senator Rand Paul the Republican from Kentucky as evidence in that game. Even the Washington Post is giving part of my view a few hours ago with: “Resetting the U.S.-Saudi relationship on a more honest basis is urgent now, as the danger of regional conflict grows. The latest sharp escalation came Friday as Iran seized a British tanker in the Gulf, according to a U.S. official. This provocation makes British and probably American retaliation likely — compounding the crisis further, which seems to be Iran’s goal.” (at https://www.washingtonpost.com/opinions/global-opinions/saudi-arabias-leader-must-reset-his-relationship-with-the-us-as-iran-tensions-soar/2019/07/19/10cd6c0c-aa46-11e9-86dd-d7f0e60391e9_story.html), they call it resetting, I think they are creating a distance between themselves and the KSA, a bad escalation, Iran seems to have its tactic in place and even as we see the stage given as “demonstrate accountability by prosecuting Saud al-Qahtani” on the death of a journalist no one cares about, that part is proven with the inaction on Journalists kept in Turkish prisons, its flim flam theatrics that are collapsing on itself. It is a media circus propelled through UN essay writer Agnes Callamard, a stage of issues lacking actual evidence, only assumptions, circumstantial evidence at best and all trying to influx circumstance by adding the CIA report of ‘high confidence’ again not evidence.

Iran saw it for what it was, an option to push and not get any pushes back, pushing until Europe (holding a nuclear deal carrot) and America (sending Senator Paul) fold in their contributions towards the Kingdom of Saudi Arabia. I expect that at that point the Iranian attacks will intensify via both Yemen and through Hezbollah. If I am 100% correct these attacks will start again no later than August 4th, or more likely within 1-2 days after some form of agreement with Europe and America has been reached. At that point Israel will have to get very careful on their actions because all bets will be off and Europe is unlikely to do anything operational they will merely leave Israel to their own devices, there is less certainty with the US, but Iran will not care about that part in the short term.

To be honest I fear that August will be a stressed month to be certain, to what degree is not known, because it will depend on what actual orders Senator Paul has at present. I have not forgotten about the US troops, but overall, their mission statement was not given to the media, was it? We get ‘hosting U.S. troops to enhance regional security‘, yet that does not mean that they have any operational value at present . The quote I found was: “USMTM’s mission is to advise and assist the Saudi Arabian armed forces through security cooperation efforts in developing, training and sustaining capable deterrent and self-defence forces for Saudi Arabia in order to facilitate regional security“, so basically these people are consultants and trainers, which is fine, yet when the regional security is threatened, will they act in defence, or only act in self-defence? When you remember the issues that the MFO could have faced in 1982/1983, that setting is rather important. And if Iran changes the premise with their actions, how useful will these US troops be?

These are valid and important questions and the media pushed away from these parts to the largest degree. As far as I can tell, this is an evolving game of chicken with Iran walking around wearing a white table sheet saying ‘Boo!

The fact that both US and Europe Jumped is cause for worry (the European ministers are actually scrambling) which is a worry to the degree that we are watching a paper tiger with its teeth and claws yanked, it looks nice but in the end its a rather pointless and powerless presentation.

 

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