Tag Archives: OPEC

A national consequence

I saw the news earlier, but I had to consider a few things, one of them not so really pro-Turkey, another set to the stage of me wondering what was going on. It all started with the BBC article (at https://www.bbc.co.uk/news/world-europe-64360528) where we are given ‘Turkey condemns ‘vile’ Sweden Quran-burning protest’, and as I was wondering what was going on I saw “Rasmus Paludan, a politician from the far-right Stram Kurs”, it made me wonder what was needed. And then it occurred to me, why was Turkey the only one protesting? What if Egypt, the UAE, Iraq, optionally Iran, Indonesia, Sri Lanka, Saudi Arabia, Oman and Turkey all combined their protest? What if the EU had to deal with retributions from the OPEC nations closing the oil tap a little (500K barrels a day less for the EU), the other nations stopping import of Danish and Swedish goods? Would that wake them up? We might think that a person like Rasmus Paludan can insult islam again and again, but why allow it? We have rules and laws on religious prosecution, religious discrimination and should it end there? What if we make anti religious protests that continue to insult a religion (like burning a Quran) as well. Perhaps we need to state that they need to burn bibles as well, how does that go over?

I cannot claim that I have any solution here, but the levels of inactions that I see against Rasmus Paludan are getting out of hand. As such I think inaction becomes a larger issue and there is actually no real option, so what happens when the EU gets a 10% fuel rise, does that wake them up? I do not care what religion you like, and what religion you hate, but if you go as far as openly insulting that religion things get out of hand and it becomes time to act, inaction is no longer acceptable. If you allow a chaos and hatred seeder like Rasmus Paludan to continue, I reckon you get whatever is coming to you. I personally believe that when civility goes missing to this degree nations have failed on several levels. That whilst we need to realise that Sweden has 5%-10% Muslims, that is up to a million, Denmark has roughly the same percentage size, in numbers it is about half that size, but the population of Denmark is about 50% smaller. When you go out to insult that size of a population there needs to be consequences and even as people like Rasmus Paludan think that it is merely up to 10%, so that they can easily win such fights, they need to consider that there is a larger consequence and that needs to be shown to that kind of people and I reckon that Turkey alone cannot do that, it might block NATO access for Sweden, but a larger lesson needs to be taught and that is where OPEC comes in, where the bulk of its population is Muslim, so what happens when the tap is closed even just a little? For Sweden with its shortages it might become disastrous quickly, I am not sure about Denmark at present. 

Do we need to act? Yes, we all need to act. We cannot let people like Rasmus Paludan to spread hatred to the degree they do, the consequences are too dire to consider, as such I reckon it is time to fight such hatred by letting these nations be overwhelmed by shortages and make sure that everyone knows WHY this was done. You see if you hate muslims THAT much, you can get the oil from Russia or Venezuela or America. But that gets you into other deep waters, does it not? No matter how it plays out, we are too far beyond the levels of inaction we see now and consider that OPEC could close the tap by 1 million barrels of oil a day, or more. What does that give you? Not much and until summer that impact might end up being disastrous.

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The day After

Yes, I am a little slow today. The giddiness and Cheshire Cat behaviour in me after yesterday’s article slowed me down considerably. It is not everyday that you realise that you have a corner that tech giants like Amazon, Google and Microsoft (optionally Apple too) are overlooking. You want to shout what they aren’t seeing from every rooftop, but that gives them the idea and leaves me out of pocket, so I am refraining from this. And at the moment the commercial manager from the Saudi Consulate is already 4 week late, as such there are (hopefully) more gains for me.

But it is not about that, but there is a link to some degree. Several give it to you, but I am going with the South China Morning Post who gives us ‘Saudi Arabia reaffirms energy ties with China amid US fears over oil cuts’. The article (at https://www.scmp.com/news/china/diplomacy/article/3197218/saudi-arabia-reaffirms-energy-ties-china-amid-us-fears-over-oil-cuts) also gives us:
 

  • Saudi and Chinese energy officials agree to expand links in energy.
  • Riyadh’s relations with Washington have long been unbalanced and the kingdom has more options now, Chinese analyst says.

And I warned for this some time ago, and there is a second speculative setting. A second decrees is not entirely fictive. The stage where Russia will push for this is decently large, Russia has a voice in OPEC+ and America has made enemies, especially by not dealing with Iran. Any win they get here reflects positive on Iran, it leaves a positive light on Russian acts and leaves America and the EU with negativity. I warned about this around February 10th 2022 (well over 10 months ago) when I wrote “The US has a massive disadvantage especially when they were all huffy and puffy on Saudi Arabia, reality bites and that presentable stage will have to be stopped at the earliest convenience (not for me, I am happy if the BAE takes over), yet these stages (also the one the CAAT forced) are all stages that the Kingdom of Saudi Arabia took notice of and China will be happy to show that with every presentation they bring.” The stage with tea grannies (image was there as well), and now we see the deployment of that stage and of course Russia wants every pound of hardship given to the EU and the US. In this OPEC+ is a much larger stage where Saudi Arabia is a strong voice, but not the only voice and Russia has other allies. The problems here is that this stage works for China, so not because it helps Russia, but because China has a lot more to gain, especially when the EU and US are slowed down. I did not have a view on the stage a day or a week ago, I saw this danger 10 months ago. So when we are given “Riyadh’s relations with Washington have long been unbalanced” we are given a much larger truth. The Biden administration has options 10 months ago, now not that many and China’s grip is growing, Washington allowed it to be that way. Washington has a delusional stage that reflects on ‘We can have our cake and eat it too’, it is delusional because you cannot have or do two good things at the same time that are impossible to have or do at the same time. You can have cake, or eat cake, but the ‘analysts and theorists’ come with that example, yes we can and where are those dopey’s now? Now that the ball is handed to the other party when you are deep into defence? 

That is a stage that is becoming increasingly hard for the US. They lost the option of being a super power a long time ago, they forfeit what they have because they believed the wrong people and now that is becomes a game of spin, we see the larger stage that ABC showed in the beginning of the month with ‘US ammunition supplies dwindle as Ukraine war drains stockpiles’, yes they were willing to hand it out, but they aren’t replenishing stocks, as such the Ukraine will soon be dependent on the EU and the US cannot afford to replenish its stock at present and the makers of ammunition are all about the green, they have profit margins. As such the day after looks less and less appealing. So they are losing provisions on one side and are losing revenue and resources on the other side. An unbalanced stage from the beginning and that is the larger folly. But the US can revisit those theorists with their ‘You can have your cake and eat it too’ and ask for an explanation. They will not get anything useful, but that is the problem with these theorists on inactivity. I gave the world this view 10 months ago and reading between the lines there was a lot more, but the US doesn’t pay me, so I see no reason to spell it out to them, they pay massive amounts to people to do that for them.

Giving the stage to every Tom, Dick, Harry and tea granny with a cause is now costing too many players too much and the invoice will be due, in this case the invoice is most likely offered to China who sees several reasons and several benefits. If you want to warn us of the Chinese danger, handing them billions in revenue is not a good idea. It diminishes your danger message and it leaves you with empty coffers as well. Wasn’t the Huawei story enough of a warning? 

I will let you mull that all over today, have a great one.

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She just doesn’t get it

OK, I have been sitting on this for a few hours. It started when I saw the article (at https://www.theguardian.com/global/2022/oct/17/senator-raises-alarm-saudis-could-share-us-defence-technology-with-russia) titled ‘Senator raises alarm Saudis could share US defense technology with Russia’, I wondered who wanted to play the daily mail card with a title like that and of course, everyone favourite political tool and least acceptable journalist Stephanie Kirchgaessner was there. The person who bashes Saudi Arabia whenever she can. So I decided to take a gander towards PROPERLY informing the people. Well, we all need a hobby, don’t we?

It starts from the very beginning. “A senior Democratic lawmaker has raised alarms about the possibility that sensitive US defense technology could be shared with Russia by Saudi Arabia in the wake of the kingdom’s recent decision to side with Moscow over the interests of the US” this is the first shovel of BS. The kingdom doesn’t side, it seeks a path that is the best for any nation, its own nation. And in continuation the US did this to themselves! So when we get in continuation “following Opec+’s decision to cut oil production, said he would “dig deeper into the risk” in discussions with the Pentagon.” OK, OPEC+ decided to cut oil production, this is the right of OPEC+. Now, we can argue if it was Russia pushing that button, which might make sense, but I did not see the papers on that meeting, so I actually do not know the exact setting there. But oil production was cut and here lies the rub. “If you want cheap oil, you do not bite the hand that feeds you that cheap oil. President Biden promised to make Crown Prince Mohamed bin Salman al Saud a pariah and he did keep his word. But it was never based on any actual facts and any factual rulings. So when this happened the Kingdom of Saudi Arabia was treated as a lessened ally. This has CONSEQUENCES! So I was pretty much howling with laughter when President Biden and Boris Johnson went like shivering little chihuahuas asking for cheap oil. OK, Boris Johnson probably took a page out of Oliver Twist and asked “please sir, can I have some more?” But both faltered and failed. 

As such we now get “The decision was seen in the US capital as a sign of Riyadh siding with Russia in its war with Ukraine, and as a possible attempt to hurt Joe Biden and Democrats ahead of next month’s critical midterm election by raising the price of petrol at the pump” Now, I personally disagree with the Russia setting, but I get that some might think that. Why? Because they are missing the obvious especially some journalist who is friends with an UN essay writer named Eggy Calamari (or something like that). To see this, you merely need the use of a calculator or an Abacus. We get part of this from Robert Kaufman in Newsweek “The U.S. imports oil because consumption of oil products—about 20 million barrels per day—is greater than the quantity of crude oil it produces, about 18 million barrels per day” this is supported by the EIA (Energy Information Administration) who gives us “the United States exported about 8.54 million b/d of petroleum to 176 countries and 4 U.S. territories.” So it sells its own oil for $100 per barrel (fictive example number) whilst expecting that it can buy crude oil from the Kingdom of Saudi Arabia for $60 per barrel (also fictive example number) hence pocketing $40 per barrel in its own pocket and the Kingdom of Saudi Arabia basically says that this stopes now. The US can buy oil at the Brent Crude Oil price and the greedy people do not want that, so now they need to do with less, even though they know that they sell the bulk of their oil, leaving the US and its citizens without oil. And no one is looking at that part of the equation. 

So when I saw “Both Biden and his Democratic allies in Congress have expressed frustration with the move and called for a realignment in the Saudi relationship, with the US president warning that Saudi would face “consequences” for the move”, my living room just filled with laughter. What consequences? The KSA can watch the US implode upon itself and it better realises that there is also a consequence to it selling its oil. You stopped treating the KSA (Kingdom of Saudi Arabia) as an ally years ago, you wasted time by censoring too much of the actions by Iran on the KSA and Iran’s actions in Yemen. All this was enough to stop the pumps and Russia would not have been a factor. It is my personal speculation that the KSA is keeping a distance between them and Russia, too close ties might make them lose a lot more friends and the KSA would be left with Russia, Lithuania and North Korea, two nations it does not care about for one inch. And that was all visible, but the wannabe journo does not give you that, does she?

There is however one side that is valid. It comes from Senator Blumenthal. “Richard Blumenthal  seeks reassurances from Pentagon that ‘they are on top of’ risk of sharing information with Gulf state” I believe the question to be unfounded, but it is a fair question. There is an essential need for the US to seek the best path for America and keeping classified out of Russian hands is a fair call to make. Yet the added “siding with the Russians in this manner – is so dramatic. I think it calls for a response” is partly false. You see OPEC+ is a group of 23 members and Saudi Arabia is only one of them. That majority is a lot larger and I do not know (but expects) that Saudi Arabia was one of them. This is the consequence of dropping Saudi Arabia as an ally. The BS sanctions in the US and the UK with the tea granny organisation (CAAT) all whilst Iran is attacking without consequence and now that Iran is sending its drones to Russia, will these two players do anything at all? or will thy merely pretend to make calls to Tehran all whilst they know perfectly well that this will have no consequence? When you drop a friend from your party you should not cry over the fact that there are consequences of that act. Even on the premise of all this, I was happy to offer my IP to the Kingdom of Saudi Arabia. If this enables more power to them to include technology and social media, my choice will give me the same pebbles but now with a much larger stage where the other wannabe’s can cry over even more spilled milk.

So when we are given “Jeff Abramson, a senior fellow at the Arms Control Association, said Saudi Arabia had been a major purchaser of US military equipment, including some of its most sophisticated weapons systems, for decades” true, but not lately isn’t it? That is why China is at the gates of Riyadh ready to sell THEIR equipment to Saudi Arabia, making the US lose even more billions in revenue, and in part this was paid for with millions of barrels of oil per day, as such the United States did this to themselves, but I do recognise that they want their secrets to remain THEIR secrets, especially as we see that Russian hardware is buckling all over Russia and the Ukraine. And it is then we see the larger screw up. It is given with “It is plausible that the Saudis have information about those weapons”, this implies that Jeff Abramson is not clear or is in cautious denial implying that there is no danger or he just doesn’t know what the commercial people informed Saudi Arabia about and it seems to me that Stephanie Kirchgaessner never picked up on that because there is no follow up on the foundation of ‘plausible’ and in addition we see “Prince Khalid bin Salman, said on Twitter that the decision by OPEC+ to cut oil output was made unanimously for “purely” economic reasons” which raises the question of what the US will do about the other 22 votes? This article raises one decent question and hides it in the BS of several other sides. Yes, the Guardian is really proud of the journo they have there, aren’t they?

I wonder what comes next, but if I have my way that would be a moot point because the impact would cost tech firms well over $500 million a month, they will not lose all that money, but they will lose a chunk of it and with that a lot more in the aftermath. Yes, these people really keep their eyes on the price. 

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Wall and writing

Yup that is the setting and it will be clear soon enough. It was a day in July when I wrote (at https://lawlordtobe.com/2022/07/18/for-those-not-seeing-the-oil-field/) titled ‘For those not seeing the oil field’, there I wrote “What happens when they sell 2.5 million barrels a day less and let that go to the US shortage?” So this was three months ago and now we see at NPR (at https://www.npr.org/2022/10/05/1126754169/opec-oil-production-cut) “The OPEC+ alliance announced a 2 million barrels a day cut in oil production Wednesday”, so I was off by only 500,000 barrels a day. I mentioned on a few occasions ‘I told you so’ and this time around it ill cost you, it will cost you a lot, because 2 million barrels less implies a fuel price rise of 10%-20% from the start and still in that time no one asked Brent oil any heavy questions. It is a commercial enterprise and as such it does not care about Americans and their cheap fuel needs. So whilst we all stare at “President Biden has been trying to rein in prices at the gas pump ahead of the midterm elections” all whilst he did close to nothing to rein in Brent and their selling of well over 75% of their stock abroad. You just cannot have it both ways. If you wanted cheap oil, they needed to treat Saudi Arabia as a real ally to a much better degree than they did. Consider going to the pastry shop asking: “Yo fat fuck, gimme a pastry for 10 cents” what are the chances that will work? Even if you make it “Sir can you please sell me a pastry for 10 cents” there will not be too many shops who will do that. A friend might, but America did whatever they could to make the Kingdom of Saudi Arabia a pariah whilst embracing the delay tactics of Iran, Saudi Arabia’s proxy enemy. This was all going to happen one way or another and the fake claims on Russia and Saudi Arabia are a joke. This all plays straight into the hands of China who optionally might end up with that extra oil. All settings that were out in the open from the beginning. On the other hand if oil prices go up, Saudi Arabia might be more interested in my IT solution that gives them at least $500 million a month extra. Time will tell (the commercial manager in the Saudi Consulate in Sydney is seemingly too busy to see me). Well time will tell what comes next but for now Americans will see fuel prices jump, they will see their wages go towards arming thanksgiving and Christmas households and all whilst they are all ‘enjoying’ dinner wearing thicker pants and an extra jumper. As such fashion houses take notice of those needs. 

The writing was on the walls and I saw that danger happen 3 months ago. So whilst the US and UK went to Riyadh to ‘kindly please send more cheap oil our ways’ they forgot the first rule of diplomacy (politics too), you cannot make that effort empty handed and then let other organisations slap Saudi Arabia around, it never ever works that way. So when we consider “Yasser Elguindi, the head of macro research at Energy Aspects, says there’s a perception that the Saudis are trying to push prices back to or above $100 per barrel by cutting production and tightening the market. He says the magnitude of the proposed cut has caught people by surprise”, take time to notice that I saw that danger three months ago, so the ‘by surprise’ part is either hollow or a clear first show of reduced levels of competency. Yes the latter part is pure speculation, but feel free to check my earlier article, and consider what is up.

No matter how you slice it, the timing of the Kingdom of Saudi Arabia is pretty good, winter is coming. Where did I hear that before? No matter what, it will be a cold Christmas this year for a lot of Americans. I wonder what the impact will be in the states like New York, Pennsylvania and Washington, not to mention Washington DC. But the media might continue to avoid the Brent Crude Oil settings and for President Biden and the current PM of the United Kingdom I suggest that they take time and get the Master of Arts in International Relations and Diplomacy or brush up on what you learned there. It might help matters a little. Just some food for thought.

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Lets talk about corruption

It is a hard stage, but it is time to ask the difficult question “Is the BBC too corrupt?” It is not a question you saw coming. It is not one we would consider, but the stage is set. We need to ask the question because too much has happened. And today with ‘What could Saudi Arabia and UAE do to help lower oil prices?’ (at https://www.bbc.com/news/business-62352272) I am asking that question. After the issues with Jimmy Saville and Martin Bashir we now see increased oil misrepresentations. You see, the question seems fair, but what I do not see is that Brent Crude oil prices are set to the fact that the US exports about 8.63 million barrels per day and they net imported 6.11 million barrels, so why import when you also export? For the price and we see none of that. They want cheap oil from Saudi Arabia, the UAE and any other OPEC source, so that they can sell at a profit, but we see none of that. We are merely given “Saudi Arabia is the biggest single producer in the cartel and after meeting with Saudi crown prince, Mohammed Bin Salman, President Biden said he expects supply to increase. However, Saudi officials have also stressed any decision to increase supplies would be done in consultation with Opec+.” It is my opinion that until the US and EU show firmly to be allies of the Kingdom of Saudi Arabia that OPEC+ does NOTHING! We need to become less dependent on oil, and the only option is to reduce its need. Not by Matt McGrath and his stupid airline articles, but by setting a clear boundary of what oil can be used for. In the US transportation requires 67.2% of all the oil available. How about setting markers to reduce that to 65% in the next 3 years? How about reducing these BS flights? On November 13th 2021 in the article ‘A COP26 truth’ (at https://lawlordtobe.com/2021/11/13/a-cop26-truth/) I wrote “over the last 15 years 15,000,000 additional flights were added. That amounts to 41,000 flights a day, every single day. So how much CO2 do these flights create? More people and more flights, not the flights from the uber rich, no normal airline flights. I am willing to take a bet that at least 25% of those flights are useless and could be scrapped.” So people like Taylor Swift were not the polluters, and jokes like Matt McGrath (BBC) who go on about the rich jet owners. How much pollution are they making? How much pollution do these EXTRA 41,000 flights each day create? There is your oil savings, right there. One source (AFR) gave us in 2018 “the flights have been departing only 78.1 per cent full, on average, since the route was launched – meaning dozens of empty seats.” One destination, one liner. So how many more liners are too empty? Prestige at the expense of the environment, but the BBC will not give us that, will they? 

As I see it, the KSA must do what is best for the KSA and its citizens and as I see it. When you can sell strawberries by taking your time with each portion gives the farmer more to work with. You see oil is a finite commodity and when it is gone, it is gone forever but we seem to forget that, do we not? The media keeps on giving us the Middle East story about infinite oil reserves, but that is not the case and the US is passed over in all that reporting. The media oil reports give us none of the Brent Crude oil parts, are they? So when I saw the Line and the KSA options to set itself apart, I saw a station for at least three of my IP to flourish, and if they see that too the KSA will get it. I would have preferred it to go to Amazon or Google, but they weren’t biting and that is before some realise that there is still a treasure trove of 50 million streaming users around. And when the oil falls down then so does electricity (unless they make a deal with Elon Musk). Elon was the clever one, with the seats of power changing, space becomes a much more interesting commodity. Yet the foundation is that the media (including the BBC) have watered down the events of attacks by Houthi terrorists on Saudi civilian targets for too long, the US did pretty much the same thing and keeps on shouting Khashoggi (the columnist no one really cares about). In that environment why should the KSA do anything? It seems that oil will sell no matter what and at this point at a much higher price. For two years the KSA gave light to project Neom, the media shunned it. Why?

There is only so much BS we can stand for and there comes a time when people ask “How corrupt is the media?” And in light of the events I just showed you, I name my bewilderment by its name, a specific name. I wonder how corrupt the BBC has become. You need not believe me, but watch what is reported and I gave you 5 topics in this article. And when you realise that the BBC started the settings that would be the death of Princes Diana, princes of Wales, you need to get angry. The media is very set on reporting on the death dealer of Princes Diana (Martin Bashir) all whilst we see speculation after speculation on others and a remarkable avoidance of fact checking. I will admit that the BBC is still better than most, but in the Houthi settings they let too much go and this time around they need help from the victim of Houthi attack. So how do you think that will end?

It is merely the setting of a stage, but I will let you look at all the elements of that stage. I gave the evidence (as I personally see it) in my articles often enough. 

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I asked Andy Jassy for $50M

It seems odd but it is just like ‘Biden adviser: Saudi Arabia and UAE have “more to give” on oil production’ and the answer on both settings is ‘Why?’ You see I have the answer for Andy Jassy, but the response could be ‘And?’ and in this the Biden Adviser should be prepared. For the longest time the media and others they ALL avoided the number one question.

If the US has such a shortage, why export 78% crude oil? And no one looks at that. They all go with the setting that the Middle East should export oil cheap. But why would they do this? In my case I have IP bundles, one could sell well over 50M subscriptions, one bundle has the ability to set an income of $2B-$3B (some risks are involved), and all that for $50M and 10% of the IP and sales value, a good deal, but the US is not offering anything like that to either Saudi Arabia or the UAE, are they?

So when I read “McGurk said oil prices have already gone down after Saudi Arabia, as the leader of OPEC+, took initial steps to increase production several weeks ago, the sources said. McGurk added that the Saudis and the Emiratis “have more to give” when it comes to oil production.” In this my question to White House Middle East coordinator Brett McGurk would be “What have you done for them?” Why would they sacrifice $324 million a day for empty gestures? You need to come across in this case, if not, they can just wait and even reduce their production by 1 million barrels a day and wait for prices to go nuts. We see all these empty articles (at https://www.axios.com/2022/07/27/saudi-uae-oil-production-biden-gas-prices) with think-tanks and Ukraine references, but Russia has its own oil production, so the setting is a little empty. And until the US really makes an impression on Saudi Arabia showing that the Kingdom of Saudi Arabia is regarded as a real ally, the August 3rd talks might not have any results. And in this Saudi Arabia and the UAE still have the trump card question: “What are you doing about the US export of crude oil?” It is the question no one in the White House wants to face in public and the media have been circumventing that question for a little too long. Because the US has every right to demand reduced export for local considerations, but that is not likely to happen is it? So why not import additional oil at $109 per barrel? Too expensive? Why is that? That is the Brent Crude price, so what is stopping them? I reckon you know the answer to that and both the UAE and the KSA have handed over billions in oil for a mere empty hand, with gestures and no actions, doubt that? Consider Yemen and rethink that position. The USA has had the light touch for too long and now that the gloves come off we see the cry stories and the media is every bit as guilty here.

 So whilst we think it is all the fault of the middle east, consider who gave us this stage and consider that the US has had every bit of benefit for far too long and the actual owners of the oil are now setting the stage and the White House is not ready for that game, not in the slightest.

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Retail 101

One of the oldest rules of retail 101 is that you buy cheap and sell as high as possible, that is how you create profit. Add to that the simple rule that you spend less than you earn and that will make you rich on the side. These rules are not new, they were old when the crusades started (ca.1095). 

So when the BBC (at https://www.bbc.co.uk/news/business-61188579) gives us ‘Oil prices have soared. Why won’t Opec bring them down?’ The setting of the American governmental license plate came to mind (Dee-You-Age). We get to see “Opec+ could also lower prices by putting more oil onto the market, which is what major importers like the US and UK want it to do.” Yes, and tarmac is made with liquorice. Opec+ has a good deal, there is a need for oil and they can set the price. The nations relying on oil have done pretty much ABSOLUTELY NOTHING to appease Saudi Arabia. We see the two largest suppliers (Russia and Saudi Arabia) but even though the US is not in that group, how much oil do they produce? 

And then we get “US President Joe Biden has repeatedly appealed to Saudi Arabia to increase its oil output, but to no avail. UK Prime Minister Boris Johnson also asked Saudi Arabia and the United Arab Emirates to increase production. He too was rebuffed.” In this the first part was that the US played a stupid game.

  1. A journalist no one gives a fuck about goes missing and for weeks the gossip and speculations start, even the United Nations get involved with shoddy documentation (as I personally see it). Realism tells us that something happened. Yet no one and I say again no one produced clear evidence. None gave any clear evidence of what had happened and Turkey who was playing the Iranian game made things worse. The United Nation document had issues, several players were not held to account, but that did not matter, they all got to attack the Kingdom of Saudi Arabia.
  2. The Houthi attacks and again the Iranian factor in this was openly ignored by the media. The non Arabic nations were not informed on houthi attacks with Iranian support on Saudi civilian targets. Coalition events were exaggerated, Houthi attacks were trivialised. 
  3. Saudi and SAMI needs were stopped and Saudi defence settings were halted. Now, the west can do that, they are allowed to. Yet in that, the Saudi’s have absolutely no need to increase production, do they? If the west was so clear on their needs, they would have increased non-oil options two decades ago, but that did not really happen, did it?

Three clear events that are now biting the hands of the US and the UK, Saudi Arabia is willing to look after its friends, but these two have not really shown to be friends, have they?

And in all this Russia is enjoying what is happening, because they do not have to do anything else but watch the cost of living in the US, UK and EU to rise to almost impossible levels. A stage we never wanted and perhaps those tea ladies from the CAAT are now in a stage where they can afford the tea, but they can no longer afford the cookies. There is an opposing side to almost everything and the simple truth of protesting without understanding what was going on is now taking its toll. But the CAAT had its limelight shots in the newspapers. It is lovely to see those pictures, just too bad that the price of that limelight ended up costing some people billions and under those conditions the UK can pretty much kiss their cheaper oil goodbye.

In all this, I wonder what the CIA did last month, what they offered the Kingdom of Saudi Arabia, because the current administration has pretty much destroyed whatever options they had. As I see it, by the rules of Retail 101, the US has only one option, to open whatever weapon sales it can get without restrictions and with a full service package. I reckon that alone is required to lower the oil prices by 10%, they need a lot more, but as such the players will have to offer more and they need to realise that the loud words of ‘no oil’ and ‘end petrol needs’ were merely that, words. It will happen, there is no doubt in my mind, but I doubt I will be alive to see those days, I reckon kids who were born after 2000 will have a decent chance to see the end of a petrol based economy whilst they are still alive. I doubt that it will happen before that. In this, the entire stage of the BBC article was to some degree needed, but they should have given the people a slightly better information ring. Like the interactions of OPEC and airlines. You see over the last 15 years we added a total of 41000 additional flights a day, why? There is also a lack of the American numbers, how much oil do they produce and why can they not produce more? Two simple elements in this equation missing, why is that? 

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Soup with sarcasm

There is a setting we all know, we go to a restaurant, we order menu 2 instead of menu 1 and the waiter tries to apologise when we ‘accidentally’ receive menu 1, however menu 2 will be ready in 15 minutes, and with that he hopes that we will accept what we never ordered in the first place. That is the setting I see when we are given ‘Saudis’ Biden snub suggests crown prince still banking on Trump’s return’. The article (at https://www.theguardian.com/us-news/2022/apr/24/saudi-arabia-kushner-trump-biden-mohammed-bin-salman) gives us “Refusal to help US punish Russia and $2bn investment in Kushner fund signal crown prince’s displeasure with Trump’s successor”. You see, President Biden is playing the wrong game, he did so because he never played the right game to begin with. The US has trampled on friendships with the Middle East for too long. Russia is one option and Saudi Arabia is considering any ally that has a positive approach towards them and that puts both China and Russia on the map for Saudi Arabia. We see the news, we see the implications, but the number one setting they all overlook (whether intentional or not) Saudi Arabia must do what is best for Saudi Arabia and that is not what America wants, it is not what President Biden wants. They want ‘vassals’ yet they want them with an empty treasury coffer and at present Saudi Arabia can buy them out. That is what the US fears the most, they have become the paper tiger the feared they one day might be. 

So when we see “Prince Mohammed shows signs of betting on the return to office of Trump in 2024, and the resumption of the Trump administration’s cosy relationship with Riyadh.” We see Saudi reason. The US has not achieved anything regarding the insurrection. It has not exposed the lack of wealth of Donald Trump and as such Trump continues to incite the far right to his causes and with every win he polarises the right further and more of the centre will move to the right. We see all the news that this will never happen, but they also told us that Trump would never become president in the first place. They were wrong then and they might be wrong now. Successful prosecution of Donald Trump was essential for that, but we all forget the stage of “Trump investigations set to accelerate in coming weeks”, yes, and this has been going on for over a year and nothing was achieved and with every delay, every inability to prosecute more and more Americans start wondering if Donald Trump was right all along and that matters for Saudi Arabia, it matters a great deal. So whatever we might think of Saudi Arabia, it did come at the expense of stupid political games by the Democratic party, and Saudi Arabia is hoping for a renewed Republican White House. Will it happen? I have no idea, but the lack of success against Donald Trump implies that Biden is not in a good place and his actions against Saudi Arabia implies that Saudi Arabia has absolutely no intentions of making Russia less of a ‘friend’ Russia is heard by all the 15 OPEC members and alienating them is not in the interest of Saudi Arabia. So yes, Saudi Arabia seems to be banking on the return of Donald Trump, mainly because is serves the interest of Saudi Arabia a lot better. So when we see the view of John Jenkins, a former UK ambassador to Saudi Arabia with “He probably thinks Biden is politically weak and he can therefore afford to spite him. That sends a signal not just to the Dems but also to the Republican party. And – judging by the debate raging in DC policy circles on these matters – it’s working.” Yet I believe that the larger station is that President Biden has not shown himself to be a friend of Saudi Arabia and that is the larger station. You see, we can debate every angle we are shown, but the larger station is missing:

Saudi Arabia does and must do what is best for Saudi Arabia 

And that missing part is where it all revolves around and the media seems to ignore that part, it does not make for good flames. You see that is the other part of any sarcastic view, when it backfires it is merely irony.

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Obsessed with doubt

We all have that at times, doubt comes in and does not leave. Sometimes it does not matter, trivial settings, unimportant settings and settings we do not care about. Then we get the important settings, the ones we care bout, we are passionate about, even if it is in the second degree. In some cases we can program around it if it is our own design (like IP) sometimes we cannot and it gets to us, because we would want to know. If it matters on a larger scale and I have been stumped on a few matters. The circle completed when something passed my eyes that was unrelated. The parts just clicked and for anyone that is a different path and a different way of resolving. We all have our tools and methods to deal with doubt. 

The resolving part
Around 4 hours ago (at https://www.bbc.com/news/world-us-canada-60843262) we are given ‘Evan Neumann: US Capitol riot suspect gets asylum in Belarus’, so one of the man connected to the Trump Tantrum in the US Capitol on January 6th 2021. He got asylum in Belarus, one of Russia’s tools. The man could have gone to China, the Russian Federation, Namibia, the United Arab Emirates, North Korea, Bahrain, Belarus, chunks of the Middle East, chunks of Africa and a few other places. This man went to the place that directly supports Russia and their Campaign, so why is that? The entire BBC article reads like a lie, which is not on the BBC. Yet when I see ““I do not believe that I have committed any crime,” he said. “One of the accusations was very upsetting. It is alleged that I hit a police officer. That is baseless.”” I wonder how stupid this all sounds and how on earth the Republican Party keeps on protecting in what I personally see is a loser who keeps on running to court ‘Trump files appeal against Manhattan judge in latest bid to overturn subpoena’ and the American people do not catch on? How stupid can people get? 

An earlier stage
In the earlier stage we see (at https://www.aljazeera.com/news/2022/1/9/saudi-arabia-may-run-out-of-interceptor-missiles-in-months-ft) a stage weeks ago when we are given “The situation represents the latest test for US-Saudi relations, which President Joe Biden’s administration has sought to reshape in light of the October 2018 murder of Saudi dissident journalist Jamal Khashoggi by Saudi operatives in Istanbul.” The stronger language that followed was an American sign to the Kingdom of Saudi Arabia. Which in light of ‘US sends Patriot interceptors to Saudi to ease tensions’ (at https://www.aljazeera.com/news/2022/3/21/us-sends-patriot-interceptors-to-saudi-to-ease-tensions-reports) 8 weeks later seems odd, well not if you take into consideration oil prices. Which as I mentioned in earlier articles aligns with biting the hand that feeds you. And the mention of “Riyadh has also voiced anger over the Biden administration’s decision to remove the Houthi movement from its list of “international terrorist organisations”, although Washington in recent months has mulled reversing the decision following a series of drone and missile attacks on the United Arab Emirates (UAE)” does not help the US of A, especially as the mention of Iran is slimmer than slim. The absence of simple investigations like How could Houthi forces manufacture these drones is blatantly absent, Iran is deeper involved and denying that any longer is no less than an absolute insult, but the media does not seem to think that matters, the US and the EU do not seem to think that matters. They still believe that a deal is possible all whilst that was never was a deal in the making. Iran is simply watching how the Russia setting plays out to see if there is a weaker deal to be made, and the stage is not done playing. 

Even earlier we saw
It all came after the story (at https://www.aljazeera.com/news/2022/3/21/ukraine-war-exposes-cracks-us-ties-middle-east-allies) giving us ‘Russia-Ukraine war shows cracks in US ties to Middle East allies’, I had issues here. Russia is part of OPEC, as such they have the table in places. The US wants Saudi Arabia and the UAE to take stands, but why should they? It is not THEIR war, it might become so, but for now it is not and if people have an issue with that, talk to Syrians and Yemeni’s who have been waiting for the US and the EU to make moves for years. Inactivity is not so much fun when you need and answer is it? So when we are given ““Al-Assad coming to the UAE, shortly after the Gulf Arab country voted to abstain from a UN Security Council resolution condemning the Russian invasion of Ukraine last month, tells us that the Emiratis are very serious about asserting their autonomy from the United States,” said Giorgio Cafiero, CEO of Gulf State Analytics, a Washington, DC-based geopolitical risk consultancy.” We can accept the line “the Emiratis are very serious about asserting their autonomy from the United States”, I am not convinced that this is the real reason. The plays give us that these nations are making the plays that do not box them in and Syria is a larger player and it makes sense that the UAE will have questions that no one would set to a simple call, a face to face meeting between two heads of state makes sense. I agree that there are cracks, yet that stage was set by the US, and it was done on a collection of moves, all populist actions and they are now biting the current administration and the current administration made several of these moves.

Yet these are the thoughts as I ended up with and they have doubts here, they do and I admit this. Yet the media is no longer a reliable source and I feel uncertain who will give us the truth not the political play and it involves the media and the United Nations. But what do you do when the sources are a source of doubt? It is not a puzzle, it is a question, I have some ideas but for now they are mine to have and you need to find yours. 

For me the situation is simplified. If there is too much doubt in one direction, see what truths another direction can give you and this is not a simple matter, some give credence to sources when others see debatability in those sources. And with me doubt is an obsession, I need to take doubt apart piece by piece and see what cogs are getting hindered, that is how I roll. You might have different methods. We all have our ways.

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Where the grass is greener

It is a question that comes from an expression, which also has the answer. And we will look into that later. It seems that the US is taking larger steps in ending the friendship with Saudi Arabia. Politico reported yesterday ‘U.S. pulls missile defences in Saudi Arabia amid Yemen attacks’ (at https://www.politico.com/news/2021/09/11/missile-defense-saudi-arabia-511320), now we can understand that some are not willing to sell arms, but a defence system that stops terrorists sending drones and missiles on civilian targets? It seems that the actions are a prelude for the US to get into bed with Iran (highly speculative) and that is a concept worthy of laughter, but I am not laughing. 

The setting that is given is “the perception is very clear that the U.S. is not as committed to the Gulf as it used to be in the views of many people in decision-making authority in the region” we get this from Kristian Ulrichsen, a research fellow at the James A. Baker III Institute for Public Policy at Rice University. I think there is more to that, but it lacks evidence. I for one have believed for years that the US (NATO allies too) were playing a one step destabilisation game in the middle east. A game where destabilisation is a mere one step away and that is no longer the case. Until thee is a direct blow between Saudi Arabia and Iran, the larger stage is not maintained and the US is getting out of there. For China it is good news, now that they are looking at another customer for the HQ-9 and a few other options. Yes, we see the western press all shouting on ending arms deals, but in the end Saudi Arabia should be allowed to defend itself and the need to defend against Houthi terrorist attacks is a prime concern for a lot of people there. So is there an alternative? Well, there is the Russian alternative, but they are shipping that to Iran, so to buy those as well is a bit of an issue on a few levels, but those objections work for China. Consider that China now has a direct setting to sell well over $17,000,000,000 in hardware to Saudi Arabia, the same will now be lost to the US in an age where they are absolutely broke. It never made sense to me, it is all nice to have high morals, but in an age where you cannot afford to buy bread and healthcare high morals just leads to more hunger in a day and age where most cannot afford such luxuries. And let’s be clear, this is not some banana republic, this is a well established monarchy. And whilst we see “From the Saudi point of view, they now see Obama, Trump and Biden — three successive presidents — taking decisions that signify to some extent an abandonment.” We merely see more and more options for China and that is merely the beginning, once the stage is set the US will lose more ground and that also leads to a stage where they are completely dependent on Israel to give them intelligence.  A stage that could have been prevented from the start and no matter how they see it and I am accepting that it is their policy, it also comes with the new policy that the OPEC nations might have a new consideration, oil to China and not to the US or Europe (mostly reduced amounts of oil to Europe) And it will not aid Strasbourg to start crying foul here, it is the consequence of closing settings and in all this I personally prefer China and not Russia to get these options, it is a personal matter (NATO related). The larger stage will also hit Egypt, should Saudi Arabia continue with Huawei to set 5G connections in Egypt, the economic footprint of Saudi Arabia will change, all whilst the US ends up with a reduced footprint and that is a stage that is now escalating over the next 12-18 months. 

Will I be right?
That is open to interpretation and it is open to a few factors that are not given, untested and lacking evidence, but there is a larger stage that this could play out and that is really bad news for anyone not relying on Huawei hardware, with the US pulling out of areas that stage will also lose a few more settings, so as Chinese hardware comes in, US consultants will lose more and more traction in larger areas and that is the stage some players (seemingly) overlooked. So when Analysys Mason and Boston Consulting Group start missing deals and getting less appointments you know it will be too late for a few options. There are a few more players there, but they have a much larger stage with more nations and more options, they might end up with a few projects that are China based. 

So why would Saudi Arabia move to Egypt?

It is a fair question and it sets a much larger stage where Neom city will be all 5G and to stretch out towards Egypt makes perfect sense, one large network that stretches from Cairo to Jeddah, to Mecca and via Riyadh to Dammam, a network that also includes Neom, one of the biggest 5G networks in the world and it would be all Saudi, now consider the lack of credibility that the west has in a place like Egypt and now a fellow Islamic nation offers to include Egypt, what do you think Egypt will do? And lets not forget with all the band and embargo’s and collateral damage the US has in its name, Egypt is ready to seek a telecom alliance with Saudi Arabia and their numbers look really good compared to the US, it is partially speculation yet in this the Huawei announcements in 2019 give validity to my train of thought, Now add to that the media rollover I discussed a week or two ago and you see a much larger stage and the promise that Saudi Arabia made on having more than oil as a form of income is now coming to pass with a rollout that could be ready long before that deadline hits in 2030, there is a stage that should see a larger readiness in 2025, long before the US has anywhere near that level of 5G completion. In May of this year we were given “All of the major U.S. wireless carriers say they have nationwide 5G service, but industry analysts say that service is largely indistinguishable from 4G LTE service.” This implies that the Statista numbers we saw last year remains accurate for at least two more years, implying that the Saudi 5G is well over 700% faster than anything the US has and that is just embarrassing. So when we see Telecom and defence falling away from the west, how much more losses do we need to see before someone realises that we are cutting ourselves. Morality is nice but the hungry need food and they do not care how they get it. A stage where the middle east becomes the tech centre is weird, completely unexpected and whilst we see stories on Silicon Valley, I wonder if they have anything left? When the middle east is driving tech innovation the west becomes a mere iterator trying to keep up. I personally see it as the result of concept selling, it is all good and nice but the customer wants a product, it needs to get working and as we see hype after hype on AI all whilst it is merely machine learning and deeper learning, we need to consider how long this can continue until the stage implodes on itself? 

So where is the grass greener? On the other fellows yard! (Billy Jones, 1924)

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