Tag Archives: Middle East

Tea with Yellowcake

That happens, we have some tea and we want something to snack with the tea, I also have that need with coffee, but there I tend to simply rely on the trusty toasted Blueberry muffin. Its yummy with some coffee, preferably a cappuccino. Tea has different needs, for the most I have some Tiramisu, or a Black Forest Cake. The other thing I used to love and it seems to be the limiting Dutch option of the Cream Cake, I haven’t seen it anywhere outside of the Netherlands and Belgium. Anywhere else it is not the yummy experience.

As for yummy options, Aljazeera (at https://www.aljazeera.com/news/2025/1/14/saudi-arabia-announces-plans-to-enrich-and-sell-uranium) gives us now ‘Saudi Arabia announces plans to enrich and sell uranium’ and before you start blaming Saudi Arabia with all kinds of messes, remember that the west (particularly USA) was unable to contain Iran with their nuclear messes. Remember Mahmoud Ahmadinejad? Between 2005-2013 he made a right mess and enriched to his heart content, Saudi Arabia was confronted with over half a decade of worrisome Iranian tactics as was Israel. In that setting Saudi Arabia had set the tone that they weren’t starting this, but they would match Iran in their actions. And now we get “Energy Minister Prince Abdulaziz bin Salman Al Saud told a conference in Dhahran on Monday that the move is part of a strategy to monetise all minerals, according to Reuters news agency.” I say if you need to do something, you better get some coins out of it. And it seems that Saudi Arabia is doing just that. It is the setting of “Trump pursued a policy of “maximum pressure”, withdrawing the US from a landmark deal which imposed curbs on Iran’s nuclear program in return for sanctions relief. Tehran adhered to the deal until Washington’s withdrawal, but then began rolling back its commitments.” And the setting that Iran rolled back its commitments is (my personal view) the reason that Saudi Arabia made these steps. The fact that they are clever about it and let this setting evolve through its own funding might be a speculative reason for this. All that time that America and the EU smoothed over the actions of Iran is precisely the reason that we are facing this. In all honesty I feel more secure with Saudi Arabia doing this than Iran ever did. It was the initial reason why I created the (optional and untested) Meltdown solution. There is nothing like a nuclear reactor melting down on itself, and when I saw images of Chernobyl my brain went to work and the result was put in ‘Keeping my promise, part 1’ (at https://lawlordtobe.com/2021/12/14/keeping-my-promise-part-1/) and the hilarious part of this was that Iran would be spending a few billions only to see it meltdown in the first month. I do have a quirky sense of humor. But as things go, Saudi Arabia is in the market of selling the stuff and it is their mineral and I think that good business is where you find it. I reckon it will take America a few days to shout at the world and they will ‘demand’ a peaceful solution. I say stuff that. They could never contain Iran (and the world applauded their non-actions) and look where that has got them. So whilst we see “Riyadh has yet to fire up its first nuclear reactor, which allows its program to still be monitored under the Small Quantities Protocol (SQP), an agreement with the International Atomic Energy Agency that exempts less advanced states from many reporting obligations and inspections.” We have to see that Saudi Arabia is much more than sand and oil (they have tourist space as well). Now that they are moving into the yellowcake market we need to see what comes up. I reckon that it won’t be the money fountain they would wish for as yellowcake goes for roughly $60 per kilo. It is roughly the price of tuna, so there is that issue to consider. Yet the foundation of ‘part of a strategy to monetise all minerals’ is something I would applaud and nearly every country should consider this. There are of course ethical issues to consider, but if the world does nothing about Iran, they have no business interfering with Saudi Arabia either, apart from the small fact that I trust Saudi Arabia a whole lot more than Iran.

So have a great day and do try the Tiramisu today with coffee. 

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At the close of a year

This might be the last article this year (no promises). I have been haunted by a weird dream, but that is not what this is about. You see, the army recognition group gave us yesterday (at https://armyrecognition.com/news/aerospace-news/2024/saudi-arabia-eyes-up-to-100-turkish-kaan-fighter-jets-as-us-made-f-35-remains-inaccessible) ‘Saudi Arabia eyes up to 100 Turkish Kaan fighter jets as US-made F-35 remains inaccessible.’ I know nothing of this plane, so I am not going in that direction. The setting that the US set the inability of the F35 being handed to Saudi hands is worthy of responding to. You see, the pricing of the F35 is set to “$102.1 million for the F-35C.” This means that America lifted their nose at 10 – 25 billion of hard needed income. The planes, the support and engineering surplus and a few other options. I expected that China would ‘swoop’ in to get that money. It is decently plausible that their were more reasons. I am merely setting that this could also mean the end of the Prince Sultan Air Base (PSAB), you see, airbases on foreign ground are meant for allies and America has priced them out of that corner. As I see it Anthony Blinken has done away with that option. You see, only two months ago we got “US Secretary of State Antony Blinken on Wednesday sought to make headway with Saudi Arabia on” whatever ‘his’ administration is ‘worried’ about. You need to have an ally for that and the fact that the F35 has been ‘unavailable’ since 2012. That is over 12 years, so as the F35 faces being optionally phased out by 2030, they lost one of their biggest customers and provisional ally in the Arabic peninsula as I personally see it. 

And America? Well, who needs an ally who is never there? That is the short and sweet part of this all and for Turkey this might be the sweet deal of the century. At some point the UAE and Egypt will also require 5th gen stealth fighters. This will make it harder for America and China to get traction. I never expected that Turkey was on that level, but that shows you what I know of this field.

And this is not the first time America, Europe and China enter behind the fishnet only to end up with nothing. This potential purchase follows Saudi Arabia’s $3.1 billion agreement with Türkiye in 2023 for the acquisition of 60 Baykar AKINCI unmanned combat aerial vehicles (UCAVs), set for delivery in 2025 and 2026.

So, when was the last time major governments walked away from a potential 15 billion deal? America might shout tariffs and the upcoming said expansion with their 51st state (Canada), but they forget that Canada is part of a Commonwealth and in their views (the Commonwealth) it amounts to a direct assault on the Commonwealth. So when was the last time a nation was engaged with the United Kingdom, Australia, New Zealand, India, South Africa and at least two dozen more. If they reject all imports from America, the American economy goes the way of the dodo a lot faster than the dodo did. For China it sounds like a prolonged Christmas. You see, if they get traction with the Commonwealth, a desire they never thought realistic, but going after their largest member Canada might set that deal to nominal.

That as the rejection of billions set a dangerous premise for America and Saudi Arabia can play hard to get in that instance. So the next threat by the president elect Trump will set a minefield around (presumed) Marco Rubio making his job next to impossible. 

But we will see what will happen. In the meantime we should send a congratulatory card to Turkey for this achievement.

And of course the card for the next tenant of the Prince Sultan Air Base (PSAB), but that is likely to follow in 2025/2026. As I see it, the next two years are close to essential for the next administration to avoid a governmental garage sale. But what do I know?

Still, in retrospect the dream still bugs me. The dream was a job at ADNOC, in Abu Dhabi. They had an AS400 running SPSS 6.1.3 and it had been gathering dust. It wasn’t working and the people at IBM said it was the fault of ADNOC. In the dream I merely had to remove 2 lines (reading ASCII data), two variables Alphanumeric were making a mess of things and removing the two lines solved 96% of the issue. 96% was fixed in the first hour (well for one job). I needed two additional hours to align the alphanumeric fields. And that took two hours to work out, I used Excel for that (the one Microsoft program Microsoft got right). And with that the first month was back on track. A weird setting, as I know next to nothing of ADNOC, I know that they are in oil, and that is all. I haven’t thought of that program in over 2 decades, so what gives? Well, in part technical support at SPSS was perhaps one of the most fulfilling jobs. But the powers that be didn’t see me as IBM material. O well, such is life. 

Time to head to the end of the year and see what 2025 will bring. 

Have a great day and the optional conclusion of a great year.

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Sheep to the slaughter

There was a view, I agreed but not for the same reasons. I agree that Brexit was needed but for different reasons. You see, I saw the EU corruption for what it was. A setting where banks had their own little club, the club of 22. And there we saw Mario Draghi was a welcomed sight. I was hesitant to see it for good. Even as Mark Carney had its own ideas, he was right. Brexit was the way and the way was going to be hard. Now we see the Guardian embraces the story ‘Majority of Brexit voters ‘would accept free movement’ to access single market’, the carrot for idiots. There was no free movement, there was merely what others would allow us to do and that free movement comes at a price. So as we are given “A majority of Britons who voted to leave the EU would now accept a return to free movement in exchange for access to the single market, according to a cross-Europe study that also found a reciprocal desire in member states for closer links with the UK.” Yes but at a price. Now that the ‘settings’ are reset, the stupidity of the EU opens up again. The EU was on the verge of collapse as they are in denial of the consequences. You see we are given “85% of the EU’s debt has been incurred since 2020” but the story was worse, much worse. The debt of the EU has been calculated at €14,300,832,000,000 it was that bad (still is), the breaking through Brexit made sure that the UK was no longer held to account to that debt. Now that the trolls and corrupt ‘friends’ of the Euro got their stories to account going on since 31 January 2020 they finally won and the reset is about to take place (the fact that the idiot Keir Starmer assisted in the matter was a great help to the EU). What is the matter? Well in part they are right, the UK benefits from the strength of the EU matters on one side, the opposing setting is also true. A family with 27 family members and I reckon that 6 or them are nothing less than a newer version of the village idiot. They have a voice, but they also were chomping at the bit to get access to the credit card of the EU and that is not a good thing. The second that the banks come in, the setting will be final. The Greeks are loving this. There is every chance that the Greeks will blow out their debt again. The reason is simple, they don’t have what it takes and they take what everyone else has. That was an I personally think is the remaining setting. They are not alone, but they were the most visible one in 2019. Now that stage will erupt again. The EU doesn’t have the checks and balances it needs to stop that level of idiocy. 

We are also given “The report found about half of Britons believed greater engagement with the EU was the best way to bolster the UK economy (50%), strengthen security (53%), effectively manage migration (58%), tackle climate change (48%), allow Ukraine to stand up to Russia (48%), and for Britain to stand up to the US (46%) and China (49%).” My issue becomes. What data? How was the data collected? When we see ‘effectively manage migration (58%)’ how many want to push their migration numbers to UK? How many are are anti China minded? As we are given ‘for Britain to stand up to China (49%)’, are they sure they meant ‘for Britain to stand up for China’ and in all this the new markers are presented and not given towards the Middle East. That becomes a nastier kettle of fish. In the end, when the tally is shaped there will be anger towards the media for not letting us know the truth. I reckon that at some point media moguls will go the way of Brian Thompson but now with a mere rope and a tree as support for their distrust of the media. We are almost at that tipping point and reversing Brexit will give us the stage in 12 months or less. At that point the finger pointing starts and the media will lose whatever support they had. As I personally see it, the largest issue is seen in the last paragraph. With: “The Brexit-era divisions have faded and both European and British citizens realise that they need each other to get safer. Governments now need to catch up with public opinion and offer an ambitious reset.” One side is the media “British citizens realise that they need each other to get safer” and this is largely because a false picture was given for years and as this is shown to be wrong, the people will go for the throat of the media. This is no longer the 90’s where the media had overwhelming powers. Now they are held to account and optionally with their lives. As for the ‘ambitious reset’ this is largely enabled by banks and their need for the reset of their credit cards. What comes next will be the stuff of nightmares. It won’t happen directly, it will be a soft landing, like landing in a pool of molten lead. Within a year the UK will get their new demands handed to them and that will be the game, the EU (Germany) will win and suddenly they will they will side with Russian demands. As such the Ukraine will suffer and the EU will suffer too. The Americans will hand Russia through the Republican Party. Republicans are far more likely than Democrats to say the United States is providing too much support to Ukraine (42% vs. 13%) (source: Pew research Centre). And when that comes to blow, America will distance from the EU. It was too hard and they have too little cash left. A setting that was always come to pass. As such the anti-China sentiment was in favour of America, as they pushed their goods. So how long do you think that setting will last? In all this, the solution to embrace the Middle East and China was a larger option then anyone thinks. It gave the EU breathing space against Russia. Now the UK is in the mix and the only option (I believe they have) is to open the door to BRICS and China. It don’t think it is a good option, but it is better to see that then to see the new maps of 2040’s stating Netherlands Oblast (or more likely Holland Oblast). That danger is more and more real as America lets the Republican setting of “U.S. support for Ukraine” getting smothered to death.

As I personally see it, Europeans are leading themselves as lambs to the slaughter. What a disgusting end to the foundry of civilisation (1095 – 2040). 

Could I be wrong? I hope I am, but the wrong people got to speak at media events and I am keeping a list of media people who are leading the run towards the gallows. Like the Dutch writer Marga Minco who wrote Bitter herbs (1957). As the character in that book who through the personal inside of people decided who was handed to the devils and who went the way of angels. I reckon that not many media people are going the way of angels. And those howling that they merely viewed that the people had a right to know will see the digital age as the one serving them, not the people. There needs to be a tally, especially of the media.

Have a great day and if you are with the media, the gallows are down the lane to the left, overlooking the emptiness of the fields of bankruptcy.

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Out of bounds

Is the setting we should enable. You see, there are. Few sides and many of them come from an unreliable media (which includes nearly ALL media). We are given ‘Jamal Khashoggi’s widow urges Starmer to raise husband’s murder at Saudi meeting’ (at https://www.theguardian.com/world/2024/dec/09/jamal-khashoggis-widow-urges-starmer-to-raise-husbands-at-saudi-meeting). You see, my issue (since the very beginning) has been that the data is unsubstantiated, lacks reliability and a few other settings. 

In the very first is that there is not now, nor has there been ever a body. Forensic evidence has been lacking since day one and in the clear setting (based on law) we can say that Jamal Khashoggi has been missing, but that is all. The media has been rife with all kinds of speculations based on grainy pictures. Pictures that could have been taken in the White House for all we know. Ever since it was on my radar, going back to 2020, I started the stages in ‘Demanding Dismissal’ (at https://lawlordtobe.com/2019/07/04/demanding-dismissal/) where I gave a report on the stages that I had an issue with. The larger debatable presented truths was debated by me in “[92] Turkish Intelligence assessed that he may have been dead within ten minutes after entering the Consulate. Here we are treated to ‘he may have been dead’, ‘may’ refers to speculation, not fact, the footnote gives us “The ten minutes reference is based on the fact that after ten minutes, Mr. Khashoggi voice was not heard”, this implies that Turkish Intelligence has 100% of the embassy bugged and wired, that is extremely doubtful on several levels.” I debate the issues set in the UN document and basically attack the UN for doing such a hatchet job on an attack against a monarchy that was seen in the document which I will attach at the bottom. As such the Guardian giving us “Jamal Khashoggi’s widow has urged Keir Starmer to raise her husband’s murder at his meeting with the Saudi Arabia’s crown prince, Mohammed bin Salman.” Get’s my response of ‘What murder? What evidence can you present?’ You think I am joking, but I am not. More important, the document (from the United Nations under essay writer Agnes Calamard) gives the much larger setting (made by me) of “The report mentions ‘interrogation’ 4 times, yet these so called tapes on the torture/interrogation of Jamal Khashoggi. Who heard them? How were they forensically tested and who tested and seconded any report of these findings and optional facts?” The tapes which spiralled the non-logical media into flame driven and digital currency driven idiots. Up to now, 4 years later I have yet to see any report on the settings of the ‘interrogation tapes’ none of this was ever presented and the Turkish media (who flamed things out of proportions all by themself) has yet to present any kind of intelligence or mere forensic evidence of this media. 

As such I have an issue with that. I have less of an issue with “We look here to your country, to the UK and to the US and most western countries, with respect because you have justice and you care for democratic and human rights. Forgetting Jamal’s case does not align with the values of justice and democratic and human rights in your country.” It is her view on the matter. The setting that the so called transgressions happened in a foreign location in a foreign country, neither of them United Kingdom or United States makes it a nice statement, but that is all it is. Oh and by the way, should Keir Starmer open his mouth in that case, I will demand loudly that he also raises his voice for all the Turkish Journalists that have died in Turkish captivity. Not one but dozens of them. I get why Hanan Elatr Khashoggi raises the issue, but al far as I know at least one source stated that Jamal was with a 19 year old (now 25 year old) mistress on a location in Bora Bora. I cannot vouch for the quality of that intelligence, but there you have it and as far as I was able to tell, none of the media looked into that matter, either to debunk or verify that ‘setting’. As such, I can tell that the attacks should be seen as merely anti-Saudi rhetoric. 

As such as we see “The government said the project aimed to generate £250m of investment and was expected to create more than 1,000 skilled jobs in Greater Manchester.” And as I (personally) see it. 1000 skilled jobs versus one journalist no one cares about, the journalist loses. Is it that bland a situation? Yes, it is. Mainly because no valid evidence has ever been produced. The CIA report gave us “please explain to me how the United States has any actual evidence regarding the events in a foreign nation on a consulate that is another nations grounds? How was this evidence collected? Creating a mountain of non-substantial evidence is not really evidence, even as circumstantial evidence that is founded on probability will not hold water, even if the statement “officials have said they have high confidence“, they lost the credibility they had with a silver briefcase holding evidence on WMD in Iraq, you do remember that part, don’t you? (It was roughly 16 years ago)” If it was actual evidence, the CIA would not hand us “officials have said they have high confidence” it blands the taste of spices and merely gives us the burger with the taste of a drip-mat. And it is always nice that the Guardian (not the most reliable source on Saudi intel) is wrecking up the past with an article like this. I countered their (and other sources) forms of ‘evidence’ within an hour. And the UN essay involved helped immensely. It came from statements in the document like “officials have said they have high confidence”, “he may have been dead” as well as “Mr. Khashoggi had been injected with something, passed out, and taken alive from the Consulate in some box or container” shows massive levels of speculation. I can do that as I was on the other side of the Indian Ocean, they (as I see it) cannot. And should Keir Starmer put 4,000 British jobs valued at a quarter of a billion at risk for something that is highly speculative and placed out of the jurisdiction of the United Kingdom from day one, he should be regarded as more stupid than anyone would hazard a guess on. Just my point of view and I get why Hanan Elatr Khashoggi takes that stage, but no one else will put their livelihood on the line. With the exception of those wanting the limelight for a useless cause (those people do exist), as such I see this article as one that should be out of bounds from the very start.

It is what it is. Have a great day.

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To box office, or not to box office

That is the question and the question is valid as the movies opened up in 2018 with a revenue of $2.6m, seems little but in the few years that passed, annual revenue went up to a quarter of a billion, as such screen daily kept an eye on the Saudi market (at https://www.screendaily.com/features/is-saudi-arabias-box-office-boom-over-or-set-to-rise-again/5199910.article) in that same setting I created the script ‘How to assassinate a politician’ about the assassination of Islamophobe Geert Wilders (the current prime minister of the Netherlands) the alternative title was ‘Essay’ (I came up with that later). I aimed it for the Arabic (Saudi Arabia/UAE) market. I contacted 2-3 player, but I never heard back from them. I thought that through streaming they could also get to the Egyptian market (as well as the Indonesian markets) The ‘bad vibe’ feelings in Indonesian markets might be well received. A Dutch politician getting the Sukarno treatment might keep Indonesian people on their couch watching the demise of the Prime Minister five times over. Anyway, those were my thoughts and it seems that they didn’t agree with me. Still the setting remains. As we get “At least one of the major exhibitor groups operating in Saudi is said to be exploring a possible sale amid high debt levels incurred during its rapid expansion. Last year, AMC Entertainment Holdings, the world’s biggest cinema chain, exited the Saudi market in the face of intense competition, selling to Saudi Entertainment Ventures (Seven), which is operated by the government’s Public Investment Fund.” The intense competition was why I tried the streamers as a possible interested party. We can think box office all we want, but in the end, the people need to be entertained at home. The last time I went to the cinema, it was $19 for the movie and popcorn and a soda set me back another tenner. That’s three months of Netflix. I reckon we need to consider the home office and for a lot of Saudi’s (as well as Indonesians, Egyptians and people in the UAE) the same setting is looming. It is not that streaming is better, it is merely more affordable. Now that Apple is getting more into Saudi Arabia, it will be soon that Apple TV is coming too (or already there). And with the setting of “Bidding wars for titles from major US sellers were common, but less so now. Minimum guarantees have dropped as a result, reflecting the reality of a market that has levelled out. “When Saudi opened up, almost any film would work. But now audiences are a lot more selective,” says the executive.” Makes me feel that there is still a chance of my script making it to the screens of people. The movie plays part in the Netherlands and part in Dammam (no real reason why I chose it) and one scene in Iran. The setting of a movie that deals with islamophobia was appealing to me, because it is something nearly any Islamic person is exposed to (especially in Europe) and as such I created an idea with my copy of Final Draft (given to me for that reason) and a stronger view is given with “One bright spot is the market for Arabic-language content, particularly from Egypt. The figures underline the executive’s point: the top five box-office films of the year so far include two Egyptian titles (action drama Sons Of Rizk 3 and romantic comedy Gawaza Toxic) and one Saudi comedy (Shabab El-Bomb). According to Comscore, Egyptian titles now account for an impressive 25% of the Saudi market, while local Saudi features have a 7% share. US films, by comparison, take 53% of box office in the country.” My movie is not in Arabic, but it was designed with the stage of an Arabic version in mind. I merely lack the language skills to make it directly in Arabic. Now I see that this setting is given with “Egyptian titles now account for an impressive 25%” gives me hope that my final curtain call is not here yet. Yes, it is hope because I had never written a script before this and as I look at the tally where beside ‘How to assassinate a politician’ I am working on ‘Kenos Diastima’ (a TV series in the making), ‘Engonos’ (TV series in the making) and ‘Residuam Vitam’ (mini series in the making). I created these series partly to keep my writing skills up and it wasn’t until ‘How to assassinate a politician’ had formed more completely in my mind that I decided to make it in a script (in Final Draft) and when I started pushing that title did I start to set the blackboard for ‘Residuam Vitam’ which is still forming. 

And as we see this we also need to take notice of Adon Quinn, CEO of Saudi exhibitor Muvi Cinemas, believes that Arabic content can help drive future growth. I am willing to agree, but that is really in my favour. You see it is nice that things go to cinema (happy to help), but I reckon that the streamers in the UAE (Dubai Media) and Saudi Arabia (Aloula) will make the larger difference. The need for Egypt and Indonesia seem clear and Indonesia with a population of 277 million potential viewers should not be underestimated. As Quinn tells us “He points out the wider Saudi box-office slowdown echoes what has happened in markets around the world this year. Its main cause, he says, is the depleted supply of content caused by Covid and last year’s Holly­wood actors and writers strikes. “The strikes had a big impact on the first half of 2024,” he observes. “We’ve seen when the right content is there, the audience is there.”” But he also exposes a problem. The depleted supply is seemingly due to Hollywood. Still tapping the Canadian, Swedish and western European markets might not be a bad idea. Especially as California is about to get a few additional issues and they are not yet polarised into tinseltown (Hollywood). 

There are definitely options for the Arabic market, but I reckon that the streamers will have a much better time they do not need a movie distribution system and they can get a lot of traction roping in a potential viewing group of well over 400,000,000 people. You can fish in a barrel, but the same barrel holding either 400 million or a mere 35 million, that is the setting as I see it and as I have noticed Dubai Media is ready to get on board with that setting (I saw it was ‘proclaimed’ by certain individuals on LinkedIn). 

The market is where you cater to it and I thought it was a good idea to cater to the Arabic markets. Have a great day.

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The premise was already set

There were some ‘noises’ on what I wrote yesterday and the ‘ludicrous’ setting of Huawei. Well, lets have a look then. The Corner (at https://thecorner.eu/news-spain/the-government-authorizes-saudi-stc-to-purchase-9-9-of-telefonica/117825/) gave us a few days ago ‘Government Authorises Saudi STC To Purchase 9.9% Of Telefonica’ It does not sound like much, but in that setting together with Egypt (as I reported in 2023) the Saudi Telecom Company was already aligning with Egypt and now as it is settling in Spain, Saudi Arabia has now a direct line of communications with the larger part of Europe. They already had Portugal and optionally also have parts of the United Group (details are not known to me).

Then when we see merely a day ago we get (at https://www.rcrwireless.com/20241202/featured/stc-huawei-5g-saudi-arabia) ‘stc, Huawei to enhance 5G connectivity in Saudi Arabia’ and now we get “Stc noted that this solution boosts operational speed by 200% compared to earlier models. Saudi telco stc and Huawei have announced the commercial rollout of SuperLink, a digital solution designed to enhance 5G connectivity across remote areas in Saudi Arabia.” So whilst we get the softer message from Nokia on 5G and we should forget 5G, because their 6G will be da bomb (slight personal tweaking). Yes, always look at the horizon whilst Huawei is upgrading 5G to something that resembles 5G+. Another fine mess the makers of yesterday’s technology bring us. There is however no timeline for 6G and whilst we hear all the wild stories, I have to argue that the organisations that remained in the dark for the longest of time, now has da bomb? I call that a dead mans bluff. Like what they had done before and nothing came from it. Now that China and Saudi Arabia are setting the new marker we see the setting I warned about in ‘The question remains’ on the 21st of December 2022, two years ago I warned of this setting and Now suddenly we get the Nokia news? (OK it has been out for some time), but we haven’t seen anything out in the open with tests and so forth. In that same time Huawei set the proof all over the place and with HarmonyOS they can go to town, especially if Google is forced to break itself up. And as others are forcing Huawei out, we merely see other telecom companies taking the Huawei lead and offering it to customers. We can see all the ‘bigger’ telecom brands heeding the words from the US and so far it lacked any evidence. New the stage will be set that Saudi Arabia could offer a cheaper solution to people in Europe, the Middle East and Asia a solution with Huawei. Now, we get the setting that the larger Telecom companies will have to compete for the same customers. And in that setting 33 million in Saudi Arabia, a slice of 115 million in Egypt and slices from Portugal and Spain giving them slices of 60 million people. And that is before we consider the fallout all over Europe. You see, in the end these other players need people to fuel part of their profits. The anti-China rhetoric from Trump with the added anti-Huawei rhetoric will fall flat. In the near future they have the numbers and now others are in trouble. I reckon that soon Saudi Arabia will make a play for other Vodafone areas. I have no idea how far they get, but any Telecom company that starts not making their numbers will jump on that churn bandwagon. All this whilst Huawei is breaking new boundaries. So whilst someone reported the great success Nokia is making others make mention that the new setting is coming in 2027 (a presumptuous setting as I haven’t see the full papers). So what of 2025 and 2026? A two year bluff sounds nice, but Huawei is giving us “Stc noted that this solution boosts operational speed by 200% compared to earlier models and significantly extends 5G reach without requiring extensive infrastructure, making it ideal for connecting remote regions efficiently. The solution also improves deployment efficiency by reducing antenna requirements by 67% compared to traditional single-band parallel link methods, lowering tower rental costs.” A more than normal cost efficient solution and it is being rolled out in Saudi Arabia. I reckon that the UAE will follow soon thereafter and in that setting Egypt, Portugal and Spain are likely next. This gives them slices of a multiple times the Saudi population and in that setting with Egypt in their banner the Saudi 5G solution will turn heads and put the other players to shame. It would be a world first that Saudi solutions are cheaper and outperforming other telecom companies for at least 2 years. And that is until the people figure out that the Nokia solutions becomes too expensive. The rot in an economy also implies that the people need cheaper solutions and Nokia is less likely to deliver at that time. As I see it all Saudi Arabia needs to do is to figure out how to add France and Germany to that pool and the Huawei battle will be decided in favour of Huawei. Oh, and whilst you are brooding on that. Consider “Huawei technology must be removed from the UK’s 5G public networks by the end of 2027 under legal documents handed to broadband and mobile operators today” I have NEVER ever seen ample documentation that Huawei was an actual danger. It was proxy tantrums from an American administration trying to bully others to hate Huawei too. Now that the stage changes and when it does (no if it does), Germany will have to turn the rudder in their decisions. I reckon that France will immediately follow suit (a speculation, I have no evidence). All that and now it comes with a directive from Saudi Arabia, who owns a stake in several telecom corporations all over Europe and Africa.

Do you still think I was wrong (or talking shit). The evidence has been out in the open since 2020. It is the tail-side of having no economy left at present. And as I see it, the telecom companies will go for each others throats and in the meantime the STC will keep on buying stakes in the other companies. So take that setting and introduce some unaffordable 6G future solution from Nokia. Are things adding up yet? And don’t forget, 6G might be actually da bomb but it is well over 2 years away, so how are your finances holding up in 2 years? Mine won’t survive, I reckon a lot of others will have a similar problem soon enough.

This gets me to the final push. It was seen in Satellite Pro Me (at https://satelliteprome.com/news/stcs-job-attachment-program-surges-by-72/) where we see ‘STC’s ‘Job Attachment Program’ surges by 72%’ that is even better then the bulk of telecom companies had 20 years ago. As I see it, Saudi Arabia will need a massive staff expansion and retrenching of current staff as we are given “The programme offers STC employees the opportunity to gain hands-on experience, explore career paths, and develop professional skills.” As I speculate to see it, is that the STC is going places and needs staff to do so. The countries I mentioned will need extensive upgrading and a much better service and call centre setting and that is just for starters. As I see it the STC is the largest Telecom employer before the end of 2025. Oh, and that is before we even see where France and Italy are in that setting. This could be the larger push into Europe and I reckon that this is fight that Huawei is happy to see Saudi Arabia do at present. I hope I haven’t oversimplified it for you too much.

Have a great day and good morning to Vancouver where it is now 01:10.

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Bully tactics

The BBC (LinkedIn also) gave us a story. The BBC (at https://www.bbc.com/news/articles/cgrwj0p2dd9o) is giving us ‘Trump threatens 100% tariff on Brics nations if they try to replace dollar’. We are given “US President-elect Donald Trump has threatened to impose 100% tariffs on a bloc of nine nations if they were to create a rival currency to the US dollar. “The idea that the BRICS Countries are trying to move away from the Dollar while we stand by and watch is OVER,” Trump wrote on social media on Saturday.”Now we can shout high and low, but the simple setting is that this is merely the second setting on the line that the good times are over in the US and things are about to get a lot worse. The simplest setting to consider is that if these facts present themselves the first hurdle will crash the little economy that they have. Let me explain. If President elect Trump goes through with that. Stuff in a place called Walmart will become close to twice as expensive. This implies that Walmart will drop all goods from China and India. As such others will have to provide, which will turn out to be close to impossible. Consider that Walmart employs 2,100,000 people and as I see it close to 60% will be out of a job then. Walmart has a net income of 16 billion dollars. It comes from $648 billion dollars. Now all these Chinese and Indian goods would get a 100% Tarif. So what happens when all those goods get a 100% surcharge? The American administration will drown Walmart into oblivion. Add to that the Google issues and China will get near clean run on running the global economy. So why wouldn’t they push for a Yuan to become the new central currency? And in that process slam the American administration as well? I reckon that China is chomping at the bits to get started on that. With the hardships given to Google, Huawei gets a smashing option to take market shares from Google in Europe the Middle East and Asia. Apple will get hit, but not as much. Then we get the Walmart and its wannabe’s who rely on cheap goods from China and India and they will all pretty much lose whatever they had. When we see Walmarts closing all over America many will realise that the game for America is up. I did mention this danger for well over a decade. When you let the debt run out of control with no exit strategy there is no real solution coming. I saw that a mile away, so why didn’t these overpaid economists? Now we get the new AI bubble and soon people will realise that it is merely another gimmick. When the revenue stays away from the books, when these revenues get pushed back again and again the third step will be reached. So president elect can bully as much as they can, but the pole position was missed and whomever is in control have no solutions to offer other then austerity that goes beyond anything Wall Street could ever have predicted and the party is over now. Don’t worry the family members to Sam Walton and Bud Walton will be fine. They can relocate to a nice place where they can spend their money. The other 2.1 million are royally screwed. I will not blame any Walton. They played the economy game and they played it well, they have options. The bulk will not. And when the dollar is replaced, banks, retirement companies will as I suspect buckle as well. The impact of a $36,000,000,000,000 debt. The impact will go slow but it would be undeniable. As BRICS decides on another currency they will attract several other players and the European parties will consider the change and they will do what is in the best interest of their Euro, they will not care about the US dollar for one second. That is the reality that was pretty much spelled out half a decade ago. I get that America will try to do what is best for America, but that option was nulled when parties decided to break up Google. That was the first step towards the end. And now Huawei will be the best option for many players. So as the economic map will be redrawn, we will see a new horizon with India, China, United Arab Emirates and Saudi Arabia at the head of this new horizon. In that new map there is no longer a mention of America, the US dollar will remain a little while longer until all other nations have dumped trillions in dollar bonds. That will be the trigger that ends the world economy as it currently is. 

Have a great day today, tomorrow is the midweek and a mere three weeks until Christmas.

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When it rains, it pours

That was the very first thought I had when I was confronted with the opinion piece in the Middle East Monitor (at https://www.middleeastmonitor.com/20241129-saudi-arabia-abandons-pursuit-of-us-defence-treaty-over-israel-stalemate/) where we see ‘Saudi Arabia abandons pursuit of US defence treaty over Israel stalemate’. I have said it before and I will say it again. The US needs to stop their stop gap resolution of “We can do this, if we can have….” That is a setting that is past tense. America needs to open all valves to get any revenue out of Saudi Arabia (and other nations there). Now that we see “Saudi Arabia is now pushing for a more modest military cooperation agreement, two Saudi and four Western officials told Reuters” the US needs to stop its appeasement trajectory. On the plus side China is pretty happy with that flawed approach from America. There is every chance that China will open the flood gates and let Saudi Arabia go nuts on the Chengdu J-20. 

Is this a given? Nope, but for others to see Saudi Arabia embracing the J-20 is the first sign that America is about to lose several contracts. Not all (it fits with the modest military cooperation agreement setting) I predicted a loss of 40% towards the US defense contracts and so far there are indications that 30 billion left American shores for Europe and China (unverified numbers). But the first stage has been reached. And the setting changes if this does happen. The American loans are set to a 90%-95% fulfilment of contracts and there are larger consideration that America will at best get 60%-65% restated for America. And it gets worse for the US, Saudi Arabia has stated to grow its national defense settings and if China makes that happen all whilst Antony Blinken remains in the appeasement setting, the losses will get worse. I speculate a lot worse, but I don’t have access to anything reliable for the numbers in that game. As such, I need to add the ‘speculation’ label as I haven’t been connected to defence parties for 42 years. 

We are also given “Crown Prince Mohammed Bin Salman has again made recognition of Israel conditional on it taking concrete steps to create a Palestinian State” I understand that setting, but I personally belief that this should be done after the eradication of Hamas. Saudi Arabia has been under attack through Iranian proxies for too long and as such the three terrorist organisations Hamas, Hezbollah and Houthi their eradication becomes a near essential. You want to doubt this? That’s fair but the essential setting becomes that Iran wants to stop the achievements of Neom (including Sindalah, the Line, Trojena, Oxagon and Magna). At some point One of these three parties will be added to the work roster of them and they will introduce small flaws, flaws that might not be noticed now, but in a year or two when things start to go wrong, the costs will enormous. An Iran will be quiet for a larger share of the table that is how it starts and Saudi Arabia is too far ahead now. If we want to protect the achievements of Saudi Arabia eradicating Hamas, Houthi and Hezbollah forces becomes the larger setting. All those weakhearted lefties will argue that these people are really sorry and should be forgiven. I say hell with that and eradicate them all. Or have you all forgotten how Saudi Arabia was on the verge of setting the larger stage to include Israel? Some will say that Hamas was brilliant and I say that this is the final straw setting the stage of eradication for these three puppets of Iran. And Iran knows that Israel is about to settle the attacks on the territory of Israel and that would escalate things even further. Now that will happen in two stages. In the first the attacks that Hezbollah will vie for and the threats from Iran takes it even further. The danger here is that Iran could ‘press’ Houthi forces further and that would force the hand of Saudi Arabia. In that stage China could proceed by handing Saudi Arabia a support setting of the Chengdu J-20 as well as the primary delivery of the speculated Xi’an H-20. I reckon that it is not completed yet, but they could hand 3 of these puppies to Saudi Arabia so that the Saudi Airforce could strike against the Houthi Forces. (I did say could, not will). Consider that these two planes would be readily sought by other Arabian nations (including Egypt, Jordan and Iraq) this is largely speculative, but it allows China to take more and more slices from American defence industries. And as this happens Iran needs to hide, because these choices would reduce the Houthi forces to next to nothing and at that point Iranian actions would fall flat and at that point Israel has options and Hamas should have none left. 

As such the Saudi war hammer will carve slices of Yemen to rubble. In all this there are two sides that matter. The first is that the west ignored that stages that China prepared for and now we see that Saudi Arabia has selected for “a more modest military cooperation agreement” with America, as scheduled the door opens for China to get more of towards America assigned spending. As I personally would speculate is that Saudi Arabia is now in a good place to negotiate and as Blinken seemingly trusted on “We can do this, if we can have….” We see that America endangered its position for defence spending. I believe that I am correct, but there are signs that it is based on a opinion piece. Not on reported facts.

What people need to realise is that this all started on October 7th 2023 when Hamas struck the Nova music festival massacre, overall 1,139 people were killed and 250 Israeli civilians and soldiers were taken as hostages to the Gaza Strip. That started this mess but the media is extremely willing to avoid certain matters. And now we see a larger setting Saudi Arabia is (as I personally see it) ready to find a new defence partner and spend billions with that new partner. 

So when some will call this a mild rain, consider that thought because those billions would have paid for the loans which could now fall short of payment for the next few years.

As such appeasement becomes deadening. America made a massive booboo as I see it. Have a fun day.

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Saudi Fun craft

That is on the agenda. Most people are hauling what they can to see their name in COP29, but the others (or those who put their name down already) are trying to be seen as the anti-China voice in the middle east. Because that is what Trump wants, right?

That is the setting of the next wannabe, the next facilitator or the next service provider. Saudi Arabia, Aramco, the UAE and ADNOC’s next need, that is what their limited view states. I cannot agree. That was what the region needed, the next iteration however is as subtle as a maul to a shin.

You see, most are ‘reacting’ to ‘Better offer needed if the US wants to pull Saudi Arabia away from China’ (Amwaj media) or ‘Saudi Arabia seeks mining deals with Chinese, Indian and Canadian firms in industry push’ (AL-monitor). There are more headlines, but the cautious player notices that America (or USA) is in several instances no longer mentioned. That is the actual play. President  elect Trump has a problem. His library is not on the mind of those who need to have it on their minds and that is a plural issue. Microsoft might be ‘offering’ the world to the UAE in AI, but the critics who know a thing or two are skeptical. I cannot tell if there is a silence delay, or an actual disregard in play for the USA. You need to be in the know with China and a certain palace in Riyadh to know the actual setting. And in this Amwaj gives us “if Washington truly wants Riyadh to join the US camp, it should come up with a better offer—instead of a proposition with strings attached.” Funny that, I said something similar on March 11th 2020 in ‘Who is Miss Calculation?’ (At https://lawlordtobe.com/2020/03/11/who-is-miss-calculation/) the words are not the same, but the spirit was. As most would embrace Good business is where you find it, others went for Money talks, bullshit walks. So who was president then?

It does not matter, policies are always on a turntable, but the disc hits that direction 33 times a minute. Faster if you play a CD. No matter whose president when this matter resurfaces. China had a while to set his ducks in a row and he merely needs to watch the fallout whilst he takes shelter regarding the massive boink the Americas show when things turn sour.

America needs a positive hit and that implies being close friends with the Arabian allies UAE and Saudi Arabia. All whilst they know that they need to be friends with China as well. And that is a bitter pill to swallow for America. The tables turn even further as elemental deals (where America would have been the A-team for Arabia) we now see China, India and Canada taking slices of that pie as well. I send stern warnings in 2020 and now we see it happen. So consider that America had the biggest part of that pie until 2015, now we see that America (with $36,000,000,000,000 debt) ends up with a suspected mere 45% of that pie, 55% went into other directions. Add to that the deals Europe and Australia expects to make before Jan 1st 2025 and you see that Saudi Arabia is doing what it needs to do for its country. It might not look nice, but that is the reality of it all and I gave the people heads up for over 4 years. Now it all ‘looks like a crises’ that does not mean it is. It is merely a crises when you were unaware of it all and America was very aware. So seeks the sands with COP29 all whilst there are over 41000 flights each day and many are not needed. So how is that for “biologically formed organic matter”. Yes they will stop some of this all whilst a massive chunk of of these 41000 flight each day could be deleted. So where is COP29 now?

And it gets to be bad, or worse for America. The Tariff deal for Canada is seen as disastrous. But when it can deal with China and Saudi Arabia, what Canada loses on one side, it will gain more on the other side, America painted itself in a corner. And for the sweeter deal? It might be too late for that. China has gained about 15% of the pie that was meant for America, as such the bills will be pushed along forward and there is actual consideration that America would have to lease its land to others to make a shilling and it is not shillings that America needs. It needs a wheelbarrow of these coins. As I see it, America now has less than 4 turns until it can no longer make any moves. It wont be able to afford the entry fee to make a move. As such I personally believe that America has been playing the wrong game. They were playing chess whilst Chinese chess was needed. They never used the board optimal and now that they figured out the game, it is too late for that.

In my own view (optionally a wrong one), the friends of Trump are heading for the hills. They will not get away Scott free, but they will get away. The rest gets saddled with the biggest invoice in human history and they cannot foot the bill. And don’t think that this is not on you all. Your pensions are about to go the way of Lehman Brothers 2003. The loans that are still outgoing will be foreclosed by the banks foreclosing your banks and you end up having nothing to live upon. That too was blatantly obvious before the end of 2023. Now it matters to whom have the flexibility to make moves with whatever capital they have. Don’t rely on the stock markets. Have investments that are mobile, or optionally real estate. I feel certain that it will come to blows in 2025 when America shows that it has issues settling the bills they have. That is when panic goes global. And when you see this unfold those with a decent penny in Aramco and ADNOC will have a return on investment, the rest? Whatever of these rest players will be left alive in Q2 2025, because there is no reality that this will be true.

And when you ask how come? That would be fair and the answer wa staring you in the face. Country 1 gave payment to a debt of country 2 and Country 2 gave payment to a debt of country 1. So what is that called? And this had been going on for decades. I thought the barn was done away with when we learned of Silicon Valley Bank and First Republic going south on the debit line. However, the worst was dealt with. This time around it might be worse. The USA would need to call themselves bankrupt and the impact of that is beyond my ability to see, but I am willing to place a bet that China knows exactly what to do. You see, when this comes to pass China and others can vie for the 6,278,000 billion barrels a day it imports. It might be cheaper then getting their own oil, but that is where it is headed. India and China will try to get the largest chunk of it. As such Canada, Mexico, Saudi Arabia, Iraq and Colombia will need new customers and I reckon India and China will be chomping at the bits to get these slices of oil. It will impact global economy to a much larger extent. And that was merely the first part. Consider that Huawei is taking over another slice of technology and you have one country falling short on several fields, merely because they did not think things through. So wanna seen what happens when you owe a bank a massive amount of cash and you can only cover 60% of the monthly payments?

How long until this party is over?

Enjoy the day.

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All the way from Ottawa

Yup, that was the question mark that I had. I saw it at the CBC (at https://www.cbc.ca/news/politics/guilbeault-china-saudi-arabia-climate-1.7376007) where we get ‘China, Saudi Arabia should pay up to help the planet cope with climate change: Guilbeault’ OK, I like my sarcasm with plenty of Maple Syrup (a personal choice). A wholesome breakfast as it says. We are given “Guilbeault wants emerging economies to contribute to a new climate goal”. This sounds nice on paper, but it doesn’t hold the pastrami. I feel uneasy as the idea sounds nice, but it seems to have all kinds of unforeseen complications. And as we consider “Environment Minister Steven Guilbeault said Wednesday he wants China and Saudi Arabia to contribute money to international efforts to help poorer countries struggling with the worst effects of climate change.” You know, America and Europe take its own share of decades of looting in wealth the established setting of the commodity of oil. Oh, and why give OPEC and China that bill? Where is Am Erica for that bill? I am pretty sure that some president of the US give Steven Guilbeault the finger the moment he states that out loud. There is a larger setting. You see, we could decrease the allowed oil for any nation by 10%, then there is my favourite, decrease global flights by 15% (taken in account that there are way too many flights happening). You see, the last 15 years we have seen a million flights per year more. I did a calculation once (in 2021) where I stated “That amounts to 41,000 flights a day, every single day.” I did this on November 13th 2021 (at https://lawlordtobe.com/2021/11/13/a-cop26-truth/) in ‘A COP26 truth’ As I see it, this will have a better result. But Steven Guilbeault does not want that. He merely want to point the finger at China (to get the blessing of some president), he’ll also point the finger at Saudi Arabia which will not go anywhere. As I personally see it, this is a limelight piece. Get the shiny lights thrust upon him whilst the solution goes nowhere, and those poor poor emerging economies? Ad when we consider ““China will become, in fact, one of the biggest historic polluters in the coming years,” Guilbeault said.” What data does he have? In the coming years is speculation, as I see it, Russia will have to become a much larger polluter to get any fingers over the edge of disaster at present. There is no real data to consider that China will be anything like that. I wonder where he got the data, as the ‘data’ in march gave us all “India was declared as the third-most polluted country in 2023, after Bangladesh and Pakistan, according to a report released by Swiss air quality monitoring body, IQAir.” Which is interesting as they have a significant loss of longevity They went from eight position in 2022 to third position in 2023. Of that list of 50 cities 42 are in India. As such I call his bluff and wish him a nice day with what he has. Yes something needs to be done, pretty much everyone agrees with that. What it is, remains the question. Giving the Ace of Spades to China and Saudi Arabia is folly as I see it. The issue with any fire is to take away the air for a fire to breath, take away the fuel that propels the fire or put out the fire (the third is the lamest idea). As such you can limit oil to everyone, which will drive the price up, or take away the air for oil to burn (extremely hazardous to people). As such we are in a bind. Making this about emerging economies is just a bad option, or we lessen EVERYONE’S access to oil and the the emerging countries get their 100% and the largest economies get that limit decrease as well. I wonder how long it will take for everyone to ‘diminish’ the emerging economies. You see Steven Guilbeault blasted his statement to ‘merely’ include China and Saudi Arabia. In 2021 the United States used 20.4% of the petroleum-consuming countries it was number one with 5% more then number 2 (China), as such why didn’t Steven Guilbeault mention America? Oh, and Saudi Arabia isn’t even in that top 5. India (4.8%), Russia (3.8%) and Japan (3.5%) had those positions. As such it makes kinda sense to hand the spade to China, but not before America gets the spade as well. They both Amount to 36.1% of the petroleum-consuming countries. As such, when you consider these numbers. Is he anything more than a windy politician (like the ones from Chicago)?

It’s not all seemingly bad news. We are also given “According to one estimate, $2.4 trillion US in climate finance is needed by 2030 for investments to meet the Paris Agreement targets and related development goals.” Yes, that works with any nation with a gross federal debt surpassing $35,000,000,000,000. That really seemingly works and don’t blame President-elect Trump for that, Harris wouldn’t have been able to do that either. This is the result of sitting on your hands and too many presidents have done that going all the way back to President Clinton, which was 21 years ago. The easiest option is that we allow climate change to kill 27.8% of the population, making the decrease of 49,000 flights a day and 24.1% less oil used a manageable achievement. You see, the solution is very simple if you see the problem as simple as an arithmetic problem. Take away the people using oil and you get the same result. Oh, as a bonus consider that less food is required at that point. All simple solutions towards a conundrum that people aren’t willing to see as a real problem. Did I oversimplify the problem for you?

Have a lovely day and consider how much oil you used this week. 

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