Tag Archives: Qatar

Brotherhood of Heineken

As we stepwise push forward towards 5G, we think that it all stays the same, it will not. A few parts will change forever. Google has an enormous advantage, yet they too are now pushing for different changes, changes that they had not seen coming a mere year ago. In this case there is no direct link to my IP, so I am happy to give you all the inns and outs of that part (pun intended).

To start this we need to consider a few sides, all with their own premise. The first is the focal point:

4G: Wherever I am
5G: Whenever I want it

That first premise is a large one, it is not a simple localisation part, it is all about getting access at a moment’s notice, yet what we need access to changes with the push we face. The initial part is the creation and the impact of awareness. As we re-distinguish ‘awareness’ the metrics on awareness will also change and for the first year (at the very least) market research companies on a global stage will be chasing the facts. They have become so reliant on dash boarding, Tableau, Q-view and Q Research Software will all have to re-engineer aspects of their software as they fall short. Even the larger players like SAS and IBM Statistics will require an overhaul in this market space. They have been ‘hiding’ behind the respondent, responses and their metrics for too long, the entire matter when the respondent becomes the passive part in awareness is new to them, and that is all it is, it will be new to them and the constructs that are behind the active and passive interactions will change the metrics, the view and the way we register things.

Google has the advantage, yet the stage for them will take a few turns too. Their initial revenue stream will change. Consider the amount of data we are passing now, that amount also links to the amount of ads we see. Now consider that everything in 5G is 10 times faster, yet 10 times more ads is not an option, so they now face revenue from 10% of the ads compared to what we see now. In addition to that, as we adjust our focus on the amounts we face implies that more advertisement space is optionally lost to the larger players like Google and this too impacts the stats for all involved. Google will adjust and change, in what way, I cannot tell yet, but the opposition is starting to become clear a in this example we see Heineken, a global established brand who now has the option to take the lead in 5G awareness.

Introducing

Ladies and gentleman, I am hereby introducing to you the Brotherhood of Heineken, in this fraternity / maternity, we invite all the lords and ladies of their household to become awareness creators towards their brand. In the Netherlands thousands are linked through a company like Havenstad and similar operations, this stretches through Europe and all over the place going global. These lords and ladies can earn points in the simplest thing, by setting a stage for Heineken to spread the message, we see that the initial power is with the consumer to support their brand. Awareness and clicks are converted to points and that leads to exclusive offers and rewards. Consider the unique stuff that Heineken has given to its professional public now for all to get, to buy and to earn. Bags, coolers, clothing, accessories. For decades we saw the materials created and most of us were envious of anyone who had that part others did not, now we could all earn it and because Heineken (Coca Cola too) have created such an arsenal, these players could take the lead in pushing their own awareness to new levels.

Now it is easy to say that Google is already doing this and that is partially true, but that equation will change under 5G and these really large brands could pay a fortune to Google or take the lead and create their own powerhouse and in this day and age that powerhouse will become more and more an essential need. Anyone not looking and preparing to this will hand over opinion and choice to Google and watch how that goes, yet consider that some sources gave us a quarter ago: “Google will remain the largest digital ad seller in the world in 2019, accounting for 31.1% of worldwide ad spending, or $103.73 billion“, now consider that they need to grow 20% quarter on quarter and that in two years that metric has changed and as such the ads could cost up to 30% more, now do the math on how YOU will survive in that environment.

Samsung, Proctor & Gamble, Coca Cola, Nike, Heineken, Sony, Microsoft will all face that premise and that is how it all changes. As we see that the metrics will have reduced reliability, the market research players will need time to adjust and in that lull a player like Heineken can create its own future and set its digital future in another direction to exceed their required expectations. This step seems short now, but as the stage alters it becomes an essential stage. Google may remain in denial and oppose that this will never happen, but the data and metrics are already suggesting this path and that is where we are now; the option to be first or pay the invoice, what would you do?

I believe that the visibility starts to get a little focal just before 2020 games, and it is in full view before the 2022 Beijing Winter Olympics, and in full swing by the time the 2022 FIFA World Cup in Qatar starts. These two are close together and the people will pay through the nose for that visibility, especially the European parties in all this. I expect a more evolved 5G advertising stage via apps as well, seeing ads to unlock premium view and data is likely to happen, all this is coming to us and our view of advertisement will alter to a larger extent. We will be told that this will never happen, it is not how they work, yet they are deceiving and lying to us. Consider that change in the last 25 years alone, in 1994 advertisement through printed medium and TV was at an all-time high, they all claimed it remained this way, within 5 years that stage was already changing with online ads to some extent and the slowing of printed medium, in addition the international channels would push into national advertisement. A mere 5 years after that (in 2004) it started to take off in earnest and would increase revenue to over 100% in the 4 years that followed. Between 2005 and 2017 that would push from $6 billion to 26 billion, do you really think that their words holds true? To keep that growth and their need for greed the metrics and approach has to change, there is 0% chance that these players will accept a growth of data based impact of a mere 10% of what is was in 4G, there is too much riding on this.

For the largest players there is an alternative and it will not take long for them to set the stage to this and start finding their own solution to keep awareness as high as possible. If you have to pay through the nose to keep awareness or create the environment to reward achieved awareness, what path would you choose?

Let’s not forget players like Heineken did not get to the top by merely offering a really good product, they offered a lot more, a view, an awareness that all embraced; Sony learned that lesson the hard way by losing with a superior product against the inferior competition (Betamax versus VHS). 5G will set a similar yet new battle ground and for the most the media is seemingly steering clear for now.

That is with the nice exception of Marketing Interactive, who gives us (at https://www.marketing-interactive.com/going-beyond-the-big-idea-creative-leads-on-5gs-impact-on-advertising/) “There is no denying that the rollout of 5G will change storytelling and the consumer journey“, it is a true and utterly correct view. They also give us: “creatives need to evolve from old habits and stop hiding behind “the big idea”. “We, as creatives, need to evolve from old habits, stop hiding behind “The Big Idea” and evolve our creative process and creative structures to be based on this new digital reality, to create content based on this new innovative context“, this is the view from Joao Flores, head of creative, dentsu X Singapore and he is right. We also get “For agencies, the opportunity calls for unorthodox alliances to make sure our creativity is the beating heart of this quiet revolution“, which is true, but it ignores the alternative path where the largest players start getting this path in house and in light of the two revelations, we see that during the last decades players like Heineken had been doing just that and that makes them ready to take on the 5G behemoth and push the others into second place or worse. There is a need to have expertise and many do not have it, but in that Heineken has been different for the longest times. It is most likely due to the unique view that people like Freddie Heineken had on their market and consumers. You merely have to realise that they were the first to embrace ‘Geniet, maar drink met mate‘ (enjoy, temper your drinking) it was a slogan that came into play around 1990, as well as ‘Drink verantwoord. Geniet meer‘ (drink responsibly, enjoy it more). All pushes to set a better stage, it is there that we see that a new push could be produced by players like Heineken.

We see so many more paths opening, but in all this the one overwhelming side is not what paths there are, but the stage of metrics that they all rely on, as such having control on the expenses as well as the foundation to create a reliable stage for their metrics will be a first soon enough. Not merely: ‘Who is your population?‘, it is the stage where the passive and active awareness can be differentiated on, that too will push advertisements and the applied visibility through 5G apps and 5G advertising and how the funds are spent, that will be the question that impacts player like Google Ads on the next 24 months, because if they do not do that, their quarter on quarter growth will suddenly take a very different spin, and they are not the only ones affected.

 

Leave a comment

Filed under IT, Media, Science

This stupid Neanderthal

Yes, you read it right, as the worst possible grammar allows for we see the needed expression: ‘Me is havening to be the stupid man today‘ statement. It all started in the middle of the night when the Guardian brought us: ‘Saudi state part-owns Evening Standard and Independent, court told‘ (at https://www.theguardian.com/media/2019/jul/23/evening-standard-and-independent-unable-to-rebut-concerns-over-saudi-ownership). It gets to be worse (and the actual trigger) with: “Government lawyer tells court part-sale of news outlets has ‘national security implications’“, the naive Neanderthal in me is wondering what kind of drugs David Scannell is on and if I could get some of those (it never hurts to ask). The media (specifically the newspapers) are about the truth and about giving us actual information. The fact that the government has never ever been able to get a handle on whatever Rupert Murdoch does, in that same air the issues with Paul Dacre (specifically on a missing airplane), makes me wonder how the implied gossip that several newspapers spread are national security.

We could go with the premise that with a part owned Saudi Newspapers, the readers will actually get exposed to the acts or Iran, and the facts that many newspapers decided not to give visibility on that (like the proxy war Iran is waging via Yemen). That is beside the point that David Scannell is claiming national security issues against a Russian citizen, is that not laughable too (a Paul Hogan comedy kind of humour)?

So when we get David Scannell stating: “What is of concern to Her Majesty’s government is that a foreign state could be acquiring a substantial stake in Lebedev Holdings [owner of the Evening Standard] and the Independent simultaneously“, whilst her majesties government is seemingly forgetting that the current owner is Russian (born 8 May 1980, In Moscow Russia). Perhaps David Scannell would prefer to consider journalistic integrity and hold the UK newspapers to a much higher standard? He (his bosses more precisely) could have done that a decade ago by removing 0% VAT rights from these glossy ‘news’ bringers, a solution that would fit the UK citizen and resident to the largest degree, but just like the facilitation to the FAANG group (and their less than 2% tax), big corporations are facilitated to the largest degree and a clever Saudi investor thought that this was a good return for their investment. Then there is the other part.

When we see: “The heavily lossmaking free London newspaper is edited by the former Conservative chancellor, George Osborne“, we could consider that this is about changing the hearts of readers, yet if the government legal team is so worried about ‘poor record on press freedom‘, has that legal team not considered that in the end, when the papers becomes even more loss making that the current owners back out and the government could take over at £0.01 per share? In addition, if there is enough evidence in the statement of: “Both the Independent and Evening Standard insist concerns about editorial independence are unfounded and they are not influenced by financial backers” then what is this actually about? It seems that there is a reduced to zero chance that there are actual national security implications, the fact that national security events were always embargoed and as such these two papers must adhere to this, foreign owned or not and in the end, in addition, the fact that we saw last May the quote “There is nothing new about concern over the impact the company, which controls 70% of the country’s newspaper circulation, might have on democratic debate” (source: the Guardian), that keeping more papers out of the fingers of Murdoch might be a Humanitarian good, is that not important too? In addition, there is a second consideration, if the digital worlds that these two newspapers have, setting a stage that this evolution is passed on to places like the Dallah al Baraka Group, Al Arabiya, Al Saudiya and Al Ekhbariya could set a long term prosperity to both Saudi Arabia as well as their European affiliation. This is a long term slow plan and when we consider that Neom City is still happening, having a city well over 20 times the size of New York, also implies that overall the media will grow as well; digital marketing as well as 5G information streams will evolve, and evolve faster. Part of my IP was designed to do just that, whilst promoting commerce on several levels. We see that the evolution cannot begin in Saudi Arabia, but over time evolving those and new stations will be in the interest of Saudi Arabia who is eager not to lose it all to the UAE (Dubai Media Incorporated) or Qatar (Al Jazeera) changing the game and the way they do business is an essential must in the long term and in the short term evolution is more and more pressing.

Homo sapiens

Evolution has stepped in and as the Homo sapiens we are now, life is not that simple, the interaction of the media is larger and more complex. Yet I still find the approach through David Scannell laughable. We want to muster muzzles and bits to state who is allowed to go where, yet the unbridled freedoms pushes through by places like Facebook, Apple, Amazon, Netflix and Google remain unhindered. Even in a stage where these groups pay less than 2% taxation in the end, the monster we know is still less acceptable than any optional new monster we do not know. The policymakers have been unable and unwilling to adjust laws ad legislation for almost two decades, the premise of iteration and Status Quo are found everywhere but were given on how the new owner (partial new owner) is setting the stage of national security. When we look at the fines we see in the direction of Facebook and Equifax are partial evidence that this ship has sailed years ago, the latest data breaches show that there is no stopping the flow of data and whilst we look towards North Korea who does not have the storage abilities, skills and bandwidth to do 10% of the issues that they are accused of, we see that the foundation of the current batch of National Security monitoring teams are seemingly in a stage that they have no clue where to look and what data to sift through (a common shortcoming).

So in all this we have larger issues and whilst we forgot about July 2015 ““source close to the family” (MH370 disaster)” with the additional “what is also important is that we saw an issue in 2014 the Press Complaints Commission (PCC) decided to investigate a case whilst using only 1 of 83 plaintiffs” (at https://lawlordtobe.com/2015/07/31/that-joke-called-the-first-amendment/), it would be my personal recommendation that the government (as well as David Scannell have bigger fish to fry. We could start a new Leveson investigation and force harsher settings, but all kinds of chief editors will burst into tears in the House of Lords and as we know that those gentlemen are really unwilling to slap crying girls around, so we get nowhere ever and the option to remove the 0% VAT from some of these newspapers is not regarded as an option, so we are at a stalemate with no solution. But the call via National Security seemingly remains.

In the complete evolved view we see that there is political power into the ability to reach an entire nation through the newspapers and the media, yet in that light when we accept Gay Alcorn (the Guardian) who gave us: “There is nothing new about attacks on News Corp’s influence on policy and politics in Australia. There is nothing new about claims that Rupert Murdoch’s newspapers are not just right wing, but distort and manufacture news“, does it actually matter whether news is manufactured by NewsCorp (Australia) or the Independent (partial Saudi)? Is pushing this path not a race towards discrimination lacking all diplomacy and subtlety?

I am merely asking, because even as i really do not care who the owners are becoming, and the fact that the previous owner is Russian, is it not just all water under the bridge. To be slightly more precise a bridge called Facebook transporting terabytes of data per minute?

In the end, the legal battle is seemingly set to “The legal challenge was only against the decision to refer the Saudi investment to the Competition Commission on merger grounds“, whether valid or not (that is a legislation issue), the fact that the entire article has only one mention of the word ‘merger‘ in that entire article. Informing the public on the exact nature of the issue on the merger, would that not have been an essential first? If that is the case, how does National Security actually fit would be my question, but we really don’t see a clear answer on that either, do we?

 

Leave a comment

Filed under Finance, Law, Media, Politics

Game of labels

Yes, we all have games on the mind, mind games, video games, war games, and not to forget political games and economic games. These are not games that we see on the console or computer. Games do not usually rename waters from Persian Gulf to the Saudi Straight, or perhaps we will name it the Sea of Dammam. When we see that the US is changing the stage at which they can operate, mind games is all that they are left with. They failed to political game, they bungled the economic game, they are blocking their ability to play War Games so what is left? Yup, you got it mind games is all they have left.

So see this stage we need to visit USA Today (at https://www.usatoday.com/story/news/world/2019/07/12/house-passes-bill-bar-trump-from-launching-iran-strike-and-end-us-support-saudi-arabia-war-in-yemen/1708612001/) where we are told ‘House approves measure to block Trump from launching military strike against Iran‘, so not only are politicians weak weasels they have now blocked their own commander in chief to do the responsible thing against Iran, it has dwindled to this. OK, let’s face it war is not a good thing, there needs to be a really good reason to start one, as wars are expensive and the house does seemingly need approval to spend large amounts of cash that is not directed at Wall Street.

And in fairness the text: “bar the Trump administration from using any federal funds for military force “in or against” the Islamic Republic, unless the president receives explicit congressional approval for a strike. It would not bar the president from responding to an attack on the U.S.“, yet it is also interesting that this is the cowardly act (as I personally see it) to cross swords with expectation and a lack of determination. Is it not funny that I quoted in ‘Be the bitch‘ (at https://lawlordtobe.com/2019/07/07/be-the-bitch/) on July 7th: “when we see: “that nuclear agreement prevented war“, it never stopped it, it merely delayed it so that Iran could get ready and that part has been shown in several ways over the last three years alone, now that the pressure is growing we need to consider that no one wants a war, but Iran made it impossible to avoid and as they make tally of all who are willing to become the bitch by not acting, that is how we might lose this upcoming war, not merely by inaction of them, but the mere fact that these politicians are willing to grab their ankles and let happen what would happen next. They will call it: “We have reached an immediate cease fire so that a diplomatic agreement can be drawn” that will be the second sign that the war was won by Iran“, we now see this very scenario unfold. It is seen with the additional text: “It would not bar the president from responding to an attack on the U.S.” We all know that a direct attack on America is most unlikely, but this also means that America will only come to the aid of the State of Israel and the Kingdom of Saudi Arabia AFTER Congress approves it and there is absolutely no guarantee that Wall Street will give approval at that point.

It is no longer a mere expectation, less than 12 hours ago Newsweek got us: ‘Iran launches strikes in Iraq and responds to Israel;s threat as it vows to defend itself against any attack‘, and here we see: “The Revolutionary Guards announced Friday that they conducted strikes against anti-Iranian government insurgents operating along the Iraqi border in the Kurdistan region“, Iran is lashing out, in this particular case to appease their Turkish ally (they always enjoy Kurdish slaughter). When we add the pressure of the Iranian tanker, as well as the threats between Iran and Israel, we see a much larger stage evolving, and the US, just like the stage of the Syrian war was unable to accomplish anything; they merely pulled support from the Kingdom of Saudi Arabia, a nation that they call an ally. The question is that we do not know who states it, who means it and who ignores it. That is the stage that the US Senate, the House of Representatives, the presidential administration and Wall Street are in, like it is an episode of Musical Chairs, and we cannot tell which party takes on which pose, they merely refer to it as: ‘an extremely complex situation‘.

Then we get to the Washington Post, who gives us: ‘Iran’s nuclear program seems to be accelerating. Will Saudi Arabia take a similar path?‘ (at https://www.washingtonpost.com/politics/2019/07/12/irans-nuclear-weapons-program-seems-be-accelerating-will-saudi-arabia-take-similar-path), here we see the escalation in another way. With the direct headline ‘In a multipolar world, curbing nuclear transfers becomes more difficult‘, we merely see one side. So even as we see: “Riyadh has vowed to match Iran’s nuclear capabilities, including the ability to enrich uranium and acquire nuclear weapons if Tehran gets the bomb. My research, recently published in International Security, explains how Riyadh’s ability to play nuclear suppliers off against one another can increase its chances of securing nuclear technology.” There is no denying this, and that is only when we look at that side. You merely have to look back towards 2004 and remember “Pakistani scientist Abdul Qadeer (A.Q.) Khan, then famous for his role in developing Pakistan’s nuclear arsenal, confessed on live television to having illegally proliferated nuclear weapons technology to Iran, Libya, and North Korea over the course of decades. Today Khan is enjoying a resurrection at home, where he is again touted as the “Mohsin e-Pakistan,” or the savior of Pakistan” to consider that this might already have happened. Pakistan has ties to Saudi Arabia. The fact that this is largely in a stage where we see: “Wouldn’t the United States and other countries interested in stopping proliferation block Riyadh’s access to sensitive nuclear transfers, such as enrichment technology?” We see the wrong question, the stage is that America is no longer a significant super power, it is too broke, it is too much bankrupt. That gave Russia an edge and more important, other players are no longer heeding America’s word, it becomes simple for them when the infighting in America is doing most of the work for them, so seemingly America has become really good at trivialising itself as a world power. In all this (from recent events) America failed twice, it did not act when the Syrian issues were playing, so as the world saw the Ghouta chemical attack unfold on 21st August 2013, the world saw the Obama Administration sit by and do nothing, even as there had been decades of messages that a chemical attack is a red line that was not to be passed, Someone in Syria passed it and nothing was done. Again we see failure now under the Trump administration that when the calls for Yemen were needed, the US pulled away and the media set the stage for this war to continue for at least 3 years more costing the lives of hundreds of thousands. Two direct failures in the last 7 years and when someone is asking others on why the USA is not taken seriously, did you actually expect a serious response?

So when the Washington Post gives us: “As Matthew Fuhrmann explained here in the Monkey Cage, there remains debate over whether peaceful nuclear technology transfers lead to proliferation — but the risk of proliferation is high in the Saudi case“, again the stage is miscommunicated. It is not about the Saudi case, it is about the not stopping Iran case. For over 2 years we have seen and heard spokespeople from the KSA state that they have no interest in nuclear technology as long as Iran does not move forward on where they are. So now that the nuclear pact has collapsed and as Europe and America do not do anything after 2+ violations by Iran, Saudi Arabia does not really have any options left.

In all these events Iran was clearly the powder keg and the two larger players are unwilling to act. As I personally see it, the US has benefit to a lack of stability in the Middle East (outside of Iran) and is now courting Qatar to keep in the game, we see all the threats by Iran and the media is always good to make sure that we all hear the threats made (but little else) and that is now pushing for a very different stage. With the UK sending a second warship into the Sea of Dammam, escalation risks go up, not down.

The third problem is not merely the players that are out and about, when this goes south the UAE, Qatar and Bahrain will have little options left, they will be caught in the middle, all because certain players are unwilling (or disallowed) to make the hard calls. Finally there is the last piece, there is Hezbollah. We see all kinds of statement in the last few hours and they are merely that, mere statements. Yet, when Iran does make a move how will Hezbollah act? The statement that they gave 6 hours ago with ‘Hezbollah can target all of Israel with it’s missiles‘, might be true, but is it Hezbollah or Iran doing the work? The missiles are all Iranian, the knowledge to strike more precise came from IRGC instructors, the (upgraded) hardware is also covered in Iranian fingerprints. So when Hezbollah does make a move, there will be consequences and at that point the US and Europe will have no cause, no call and no right to make some lame humanitarian statement. They left this mess unattended for too long, so whatever Israel decides should be regarded as acceptable.

I still believe that the strikes that come will be 79.5% against Israel, 19.5% against Saudi Arabia and 1% against both. The Houthis are losing more and more options, Hezbollah is nowhere near ready to face two armies and Iran needs to play the game very carefully, because even as the US and Europe are not acting, there is every chance that Israel and Saudi Arabia can make short work of Iran, the Iranian threats that we have seen over the last few hours (the usual) as well as mention of a special weapon give rise that they took a little too much on their for and striking now might be the only way to defuse a nasty situation.

It is time to push back to Iran and if the politicians can’t make it work then we must make it work, so my first action to diffuse the situation is not to strike with weapons (I only have a steak slicer and a cricket bat at home at present), is to make war through mind games. I call for a change on the map; we rename the Persian Gulf to the Sea of Dammam.

It trivialises Persia and therefor Iran, when we take away the old naming mistakes, we get to trivialise Iran to a lager degree, when they cannot counter they will need to push harder or fold the hand. I saw that they were only holding a two and a seven in this poker match and there is not a lot you can do with that, to win you need to get really lucky or bluff like a god and they are unable to do the second.

So I scored an easy victory over Iran with the greatest of ease and without firing a bullet in real life, but we can keep that option for later. So take a look at the city of Dammam, with the Sea of Dammam to the right, or consider my second option below, I did made a mention of video games in the beginning and we can all bluff, we can optionally argue that bluffing is all that Iran has left, but that is a story for another day. In my case of bluff I went up against my cold war adversary the Russians (always a decent opponent to cross, and we can’t have Alexander Bortnikov feeling too relaxed in all this, can we?)

 

Leave a comment

Filed under Finance, Gaming, Media, Military, Politics

Desertion

Desertion is an ugly word, it is often contributed to cowardice and cowards, the truth is actually less straight forward. We can consider that the choice is left to someone who can no longer tolerate the actions of their government. Then there is another form, when it is not linked to a military decision, when in its purest form the application is the action of deserting a person, cause, organization or even a government, and even then people try to hide it behind words like forsaking, abandonment, shunning, stranding or jilting.

They consider desertion too harsh a word, but that is exactly what the US government is doing as the New York Times (at https://www.nytimes.com/2019/07/11/us/politics/house-democrats-saudi-arabia.html) gives us: ‘House Moves Again to Cut Off Support to Saudi War in Yemen‘, so when we see: “to prevent the Trump administration from using its emergency authority to transfer munitions to the kingdom, delivering twin rebukes as Democrats sought to leave their stamp on military policy“, when we see this, we should consider betrayal of an ally, abandoning a nation that the US claims to have good ties with. And it goes further than that, there is actually an issue that has been left unpublished for a much longer time (to the degree it should have been published).

Qatar has been accused of being a facilitator for state sponsored terrorism. This is not a light subject, it is quite heavy an accusation. Let’s be clear, I am not accusing them of this, they have been accused and it is an important accusation, because the US is in much deeper waters than you think. Even as Saudi Arabia is getting cut off from defence options to defend itself against Hezbollah and Iranian supported Houthi units, attacked by (mostly) Houthi forces using missiles, we learn that mere hours ago “a Houthi rocket was fired indiscriminately and targeted a non-military area“, the target was Dhalea in SW Yemen, so the fighting goes on and America is pulling out, or are they? With the news from ABC that less than 24 hours ago (at https://www.abc.net.au/news/2019-07-10/qatar-donald-trump-military-and-commercial-deals/11294500) we are given: ‘US and Qatar ink deals for ‘tremendous amounts’ of military weapons and Boeing planes‘, the quote: “Qatar has agreed to buy “tremendous amounts of military equipment” and Boeing planes from the United States following a visit by Gulf Nation’s Emir to the White House, according to President Donald Trump” implies that the United States wants to be part of the Middle East, more importantly it is seemingly on track to keep stability to a nominal minimum, which is only serving America at present. It was given (by ABC as well ) that Qatar has an issue, in 2017 we saw the accusation “According to James Piscatori, deputy director at ANU’s Centre for Arab and Islamic Studies, “It is probable that the regime, as well as some wealthy Qataris, have been supporting various groups, such as the Nusra Front.”” and unlike the implied murder of a journalist no one cares about, the accusation against Qatar is not one that requires ‘beyond all reasonable doubt‘, it requires ‘is it more likely than not‘ and that bar was seemingly passed. Over two years there has never been clear evidence produced that this was not the case and now we see that in the backwash of implied state sponsored terrorism we see the US making happy deals. The fact that these questions are not out in the open with the media is a lot more pressing than one might imagine. Media inaction allows for the accusation to fester and that is happening.

So when we get the additional quote: “The terrorist group, which has since changed its name to Jabhat Fatah al-Sham, began as an offshoot of Al Qaeda. It’s been fighting President Bashar al-Assad in the Syrian war and wants to establish an Islamic caliphate“, the fact that this was given to AC out in the open in a stage where we see the American non treasury see a shift from one player to another is more pressing, there is a larger concern and as the US is keeping stability in the region to a minimum, the dangers will mount to larger degrees soon enough. the problem remains a large one, not because of the lack of evidence pointing one way or another, it is the statement from Gen. Charles Wald, former commander of U.S. Central Command Air Forces, who gave us only a few days ago: “Qatar is helping Iran“, now this is a loaded issue, first of all, there might be a large issue with Iran, but that does not mean that some nations do not have an economic need to play mean to dump Iran as a business partner. Can we (or should we) prevent medications and food to be shipped to any nation? If we have a humanitarian side, it wold be that a population need not be hungry, famished or denied medical provisions. And we also acknowledge that less than 48 hours after the attack on the World Trade Centre, Al Udeid Air Base in Qatar opened business to America so that it could have a strategic advantage. Even as we acknowledge it all, we also see the view that this general has with: “Qatar must choose: It can keep its U.S. air base or its ties to Tehran“, I am willing to think that issues are this simple, but they are not. Yet the state funded terrorism accusation lingers.

Then the second tier comes into play, consider that the accusation is true, how high does it go? Consider that Qatar is a monarchy with Emir Sheikh Tamim Bin Hamad Al Thani at the head of that table. No matter the accusations have never been linked, or were there any serious accusations (with some level of evidence) that a member of the monarchy was involved. Is Qatar therefor still guilty, or are there elements in Qatar (high ranking ones) part to the stage where state funded terrorism is a valid accusation? The fact that the media is not looking there, does not mean we must shun the question.

When we look at family, we see the father Sheikh Hamad bin Khalifa Al Thani, under his rule as previous ruler, we see that two US military bases were hosted, large investments in western corporations for well over $100 billion, there was the support of Arab spring and founded Al Jazeera, these are all actions that imply futuristic thinking, not funding terrorism and we need to acknowledge that. Then there is the brother (of the current monarch) Jassim bin Hamad bin Khalifa Al Thani, educated at the Royal Military Academy Sandhurst as well as at Sherbourne School (Dorset), none of this screams terrorist support, this does not mean that it is not happening, it merely implies that the ‘more likely than not‘ might be a wrong standard and there has been very little investigation towards the guilt or innocence of Qatar.

Still these sides do not imply that the US is wrongfully selling arms, it does still support the tactic of minimalizing stability in the region and that is wrong, the abandonment of Saudi Arabia seems clear too and as such the dangers in the Middle East are escalating, not lowering, which is a large failure.

What happened?

For this we can turn to yesterday’s Washington Post (at https://www.washingtonpost.com/business/energy/the-saudi-qatari-breach-explained/2019/07/09/96ec69de-a260-11e9-a767-d7ab84aef3e9_story.html) Here we see: “The crisis was sparked in 2017 when hackers published a story on Qatar’s news agency quoting Qatari Emir Sheikh Tamim bin Hamad Al Thani as criticizing mounting anti-Iran sentiment after a trip to the region by U.S. President Donald Trump. Qatari officials quickly deleted the comments, and appealed for calm as Saudi and U.A.E. newspapers, clerics and celebrities accused Qatar of trying to undermine efforts to isolate Iran“. Here my issue becomes ‘when hackers published a story‘, and they have journalistic integrity how exactly? Hackers tend to lack credibility, not to mention in an age with over 10,000,000 hackers there is a group (well over 90%) that have only greed driven needs, so how is that reliable?

How money flows

Then the Washington Post gives a gem that is worth its weight in gold. With: “Some Qataris have provided support to al-Qaeda and its spinoffs, U.S. officials say. According to the State Department’s report on international terrorism, despite government controls, “terrorist financiers within the country are still able to exploit Qatar’s informal financial system.” The U.S. report uses similar language in its section on Saudi Arabia. The report details efforts by both the Qatari and Saudi governments to counter terrorism financing. It offers greater praise of the Saudi efforts“, it does something strong, the premise of ‘more likely than not‘ now fails to a much larger degree. when we see: ‘Some Qataris‘ we recognise that there is a small issue, but when we place ‘some Qataris‘ next to the thousands of terrorists that America has (the members of the Ku Klux Klan to name merely a first group), we see that the accusations against Qatar are suddenly less powerful. Now we accept that the issue existed in Saudi Arabia and Qatar, yet we see that Saudi Arabia has been more eager to fight this than Qatar it does not make Qatar more guilty, it merely means that optionally more is required from Qatar, yet in all this there remains the issue on why America abandoned Saudi Arabia. I believe that these steps have seemingly nothing to do with commerce, merely with reduced stability and in this day and age in the way that Iran is jumping around not a good thing, when the kettle boils a short decisive war would be essential and America just made that a non-option.

so when we get back to the New York times, we see how the US government is making themselves liable (as I personally see it) “But the most consequential amendments on Thursday continued Congress’s months long effort to intervene in the Yemen conflict and punish Saudi Arabia for the murder of the dissident Washington Post columnist Jamal Khashoggi” you see, no evidence was ever presented, no evidence can be presented at present making a government privy to intentional murder, there is no body, there is no forensic evidence, there is merely circumstantial evidence at best and even then, some of that evidence in tainted. So the US taking the work of an essay writer (seemingly named Eggy Calamari) as gospel to the degree it is doing is not staging any level of progress, it was a document at best and presented in three stages, every time merely meant to attack Saudi Arabia, progressing destabilisation in the Middle East (better stating inhibiting stability).

It gets to be worse (for America) when we consider “Lawmakers voted 236 to 193 to prohibit the administration from using funds to support the Saudi-led military operations — either with munitions or with intelligence — against the Houthis in Yemen“, especially when we see mounting evidence that Houthis have directly been targeting civilians, have engaged on a larger scale firing Iranian missiles into Saudi Arabia and using drones to attack ships and airfields in the region, that is a group you want to protect? I think that there are optionally 236 voters guilty of supporting terrorism to a much larger degree, I wonder which excuse they will use for letting the battle rage on, stopping humanitarian aid to go forward towards the Yemeni civilians and now with the added accusation that Houthi forces have recruited 30,000 child soldiers up to this point (source: Middle East monitor). As I see it, when the dust settles, I will have fun! I will try to publish the photos of the cadavers from all over Yemen with (or is that ‘in’) all their exposed guts and glory. I will on the principle of the matter make sure that these 236 names are published with these images so that the American people know who they voted for and how humanitarian their actions were in the end, that’s only fair, right?

When you desert your ally, you should be proud of that fact and get named in full, should you not?

 

Leave a comment

Filed under Finance, Law, Media, Military, Politics

The wider field

There is a wider field, the field is ignored by many because it overlaps in several ways and most people (read: media) tend to stare at one element. We can argue whether it is bad or good, but it does mean that the bulk of the information is not there. To get this view we need to look at several sources. First we get the International Business Times, they give us two headlines. The first is ‘Samsung Expecting Profits Slump For Q2‘ as well as ‘Huawei Ban Helps Company Earn More‘, in one way we get an increase of revenue due to the Huawei events in the US, yet there is still a Q2 slump. There are several plays that apply, but it is not about the play as such. The firs realisation is that 5G is currently being ‘advertised as here‘ by several players and at present there is an increased question on which phone is 4G and/or 5G and most people are holding off on phones this year until that field has a better view on what is available. Most people cannot afford to buy a new phone when some new models are $1800, most people cannot afford a step like that and being tied to any provider at present is an increasingly bad step to make. Even as Huawei is 20% cheaper, it remains a lot of money, and the Google (Android) issues are still there, so people are hesitant. I might have committed myself to Huawei, but that is in part because I renewed my phone in the beginning of the year, so it has to last me 2-3 more years (I have principles towards blatantly buying new phones) and I am happy with my phone.

then there is the new stage hat is now evolving when we see CNN Business give us (at https://edition.cnn.com/2019/07/04/tech/huawei-us-ban/index.html) ‘US government asks judge to dismiss Huawei lawsuit‘, they are rightfully scared because the claim: “Huawei had filed the lawsuit in March, arguing that a law preventing US federal agencies from buying its products violates the US constitution by singling out an individual or group for punishment without trial” is almost a given, the US government made sure that every media outlet on the planet took great painstaking effort in illuminating that and now it becomes the anchor attached to their legs as they have to swim across the Pacific river (or Atlantic river). If the case goes through and discrimination is proven, the impact will be monumental, especially as no evidence was ever brought forward and if we are a nation of laws, the impact will be large, moreover, at present Huawei is still growing its pool of 5G contracts and should the Case fall on the side of Huawei, the impact on Europe will be much larger, it could signal a much larger run on trying to get a quick deal with Huawei, not because they are nice people (they optionally are), but because Huawei 5G equipment is more advanced and all the telecom players know this. Ericsson and Nokia fear that side, they had a good run due to the escalations, but Huawei is still on par to have well over 50% of 5G by themselves and that is what the US fears, that large a disadvantage because its pool of CEO’s and CTO’s were increasingly stupid, flaccid and complacent in an age where pushing innovation was essential.

The issue is not out of the room yet because there is the larger issue that everyone has not been looking at. There is still the Google issue around Android. Consider that Huawei’s Oak OS is now 60 days away from release, it is the start where people who were initially ‘forced’ to dump Android, they now will be part of the Oak OS group, a data core that involves millions from adding data to the Oak servers and no more to the Google servers. The impact seems small, but it impacts the US to a much larger degree, this stance has given China a much larger boost than ever possible. For the users it will only be a temporary setback, as apps will be supported through Oak/OS, these players will continue, yet the overhaul as people push away from android is much larger than the interaction of IOS versus Android. Consider what you need. The bulk of all android apps we use will almost immediately be available, leaving us with optionally some issues regarding LinkedIn, Facebook, WhatsApp and Instagram. Now there is a new stage where Chinese options could be considered and for the most when we can address who we need, we might not care on where we are. The idea that advertisements might initially fall away will be a massive reason to do that. I am certain that there will be a Facebook Oak and LinkedIn Oak, the rest remains open, the usage is huge but that too might be a reason to try something new, people love new things, especially if it comes with cool additions and new we see a different stage, it is not the US that matters, it is whether China has options that appeal to India and Europe, these three represent 3 billion people and there is the data crunch, they will not all go the Chinese solution, but even 10% would be massive, it would be a an intense gut punch to Google, more important over time as word of mouth make more people switch, the damage will increase for Google. Make no mistake, it will merely impact the total, it will not sink Google, it is too large, but in light of their predictions when they have 20% less data points to make predictions with, granularity becomes an issue for the professional side and there too there will be an impact, Chinese app owners will have their own digital advertisement agenda and business dictates that you cannot ignore that population, so budgets will be shortened to cover an audience as large as possible.

All that because of the Huawei ban, which was shown to be short-sighted from the very beginning. Consider that we were given in June: “Huawei can no longer pre-install Facebook apps on its smartphones after Facebook fell into line with a US ban on exporting software“, now consider that suddenly millions are offered a pre-installed WeChat and they are willing to try it, the impact on Facebook will be seen in less than 60 days, the fact that Facebook had been playing games with its mobile users for a much longer time will also entice users to give it a try. Not all will stay, but some will and the dimension of ‘some’ will imply a drop of Facebook of several million user. In addition we see “Chinese users spend an average of over 70 minutes a day within the app. All this makes it one of the most popular choices for businesses looking to get started with social media marketing in China“, yes it was overwhelmingly Chinese, yet in the shift it will now have optional access to a large Indian and European following. In addition the shift we optionally see when we realise: “WeChat allows for one-to-one personalized interaction between brands and users. This allows brands to communicate directly with their followers through the messaging functions on their account. This also allows brands to provide customer service directly through their WeChat account. It’s due to this reason that many companies in China don’t even operate traditional websites instead of focusing their efforts on constantly improving their WeChat official accounts” direct granularity towards the user, not mass marketing, but adjusted marketing for the individual, and then consider players like Tableau, Salesforce (now one and the same), SAP, Sony and Microsoft all wanting to address the person, not the masses, do you think that they will ignore this group of users? These people invest hundreds, if not thousands of dollars a day towards addressing their growing need of users, all revenue that is soon lost to Apple and Google. It goes beyond merely Facebook; Twitter and Snapchat, all have a Chinese version that now has the option to surpass (read: close the gap) towards their competitors. Surpass is perhaps the wrong word, the fact that people will consider the alternative in the immediate is a risk for these players, it sets the dangers of schools of users to switch to another pond, so those fishing for ads, visibility and awareness, they will all have to adjust the way they operate. There now are now only two parts where I have no idea how it will play out. Youku Tudou is the Chinese version of YouTube, but YouTube is so strongly placed that I have no idea how that will go, the same for LinkedIn. these are the two we cannot predict, no one can, but if they remain absent from Oak/OS something will have to budge, the question becomes how much do you need LinkedIn to be on your smartphone when you can just catch up daily at home, or in the office. I personally do not believe that its equivalent Maimai will be embraced as strongly as Maimai would hope, but that is my speculation on the matter.

Only YouTube as it is and remains the behemoth of Google, is too strong an app to ignore, it is too strongly desired, especially on smartphones, some might give Youku Tudou a try, but the library of YouTube increases with 300 hours of material every minute, there is no real competing with that, no matter how you slice that. There is no denial that their Chinese competitor will grow, but there the impact is less than a mosquito bite for YouTube, it is perhaps the one part of Google that no one seemingly can be without.

Is there another side?

Well there is always the option that everything in Google will be accessible on Huawei phones and that is for Google the best solution, but at present that part is just not a given, and when many Huawei smartphones are between 20%-40% cheaper, they will have an advantage and only because of US stupidity that impact is now optionally becoming much larger. And now the shift is changing faster, the Observer gave us on Saturday ‘UK mobile operators ignore security fears over Huawei 5G‘, when we consider the quote “The Observer understands that Huawei is already involved in building 5G networks in six of the seven cities in the UK where Vodafone has gone live. It is also helping build hundreds of 5G sites for EE, and has won 5G contracts to build networks for Three and O2 when they go live“, we see how things are escalating away from the US. the massive part in all this is “a firm line against the company amid claims, strongly denied, that it is controlled by the Chinese government and that its equipment could be used to spy on other countries and companies” all from the point of view that clear evidence was never provided and the commercial corporations need to remain on top or drown and that was the larger flaw the US never seemingly understood (or blatantly ignored). Yet the other side also matter, as the numbers are given: “The consultancy Assembly suggests a partial to full restriction on Huawei could result in an 18-to-24-month delay to the widespread availability of 5G in the UK. The UK would then fail to become a world leader in 5G – a key government target – costing the economy between £4.5bn and £6.8bn” (source: the Guardian). People tend to get nervous at a loss of millions, so the loss of £4,000,000,000 plus is something that can start cardiac arrests all over the telecom boardrooms. More important as Huawei is still ’embraced’ in Germany, the German players will get the upper hand over other European players giving a larger technological shift. The final straw was the consideration of “They have taken note of what happened last December when the O2 4G network went down for 24 hours due to problems with technology provided by the Swedish telecoms firm Ericsson“, a danger as this was 4G technology that should have been clear and non-problematic, now consider that this happened to established technology, so what optional risks are Ericsson users exposed to when in involves 5G, a technology that Nokia and Ericsson is still trying to figure out?

In all this, Huawei has not stopped adding pressure. Now that we see that less than 24 hours ago we were notified that Huawei has completed the contracts with Msheireb Properties. It seems small and insignificant, but it is not. With a smart experience centre in Qatar, it is my expectations that they are ready to approach and upgrade Al Jazeera to 5G, it is speculative but it will be the first time that Al Jazeera surpasses CNN technology (as well a Fox News), It might not matter to most of us, but to people like Nasser Al-Khelaifi (beIN Media Group) it matters a lot, so when we are informed that Al Jazeera getting ready to offer 5G streaming during the Tokyo 2020 Summer Olympics and Huawei as a Chinese company is mentioned everywhere in Tokyo, you better believe that these two are on top of making this work as fast and as quickly as possible, so when I created my base station IP, I never considered this, but it fits and that is another notch that some miss out on. Half the planet goes nuts for sports on a regular day, how nuts do you think the planet goes when ‘their nation‘ is fighting its fight (against up to 205 other nations) to be the best at the Olympics? When you get to watch that live, streaming it all at 5G, do you really think that people will care who brings it as long as it is true 5G? In several nations the brand jump was huge when 4G became real and some were not up to scrap, I believe that this time around the jump will be close to 300% larger than before, and the Tokyo Olympics will be a clear driver on that part. When 206 nations fight for the laurels (gold medals) every nationally driven sports fan tends to get a little (read: abundantly) nuts, and at present that group of people is well over 3 billion people, all factors some players did not consider when they were playing the short game, Huawei never played the short game, it gives them an advantage in several ways.

That is merely my view on the situation at present.

 

Leave a comment

Filed under Finance, IT, Media, Science

Be the bitch

We are confronted with all kinds of changes, some are trivial, some are important, but when do we get to decide what is what? Consider that Iran is now stating ‘Iran says it is ready to enrich uranium beyond nuclear deal levels‘, the news (at https://www.theguardian.com/world/2019/jul/06/iran-says-it-is-ready-to-enrich-uranium-beyond-nuclear-deal-levels), it is all under the guise of the reality. When the main players (the US and Europe) are showing to be the bitches of politics, what are we supposed to do? Trump talks a lot, he yells loudly (adapting poor grammar) but in the end, the US is not acting, neither is Europe, they are trying to remain delusional into the air of ‘saving’ something that had been lost some time ago. In the meantime, as no one acts Iran continues not merely by enriching Uranium, it is the other part, the ‘Saudi Arabia intercepts drones launched by Houthi militia from Sanaa‘ (at http://www.arabnews.com/node/1521686/saudi-arabia) that shows a much larger danger. Even as we heard: “the drones actually destroyed in the air by systems belonging to the Arab coalition“, the fact that is being ignored by the media to the largest degree is that these drones come from Iran, there is also still the issue that there is no real evidence that Houthi forces are up to controlling them, yet that part cannot be proven at present, a proxy war that is getting more and more out of control and in this when we add the Uranium pressure, there is every chance that both Saudi Arabia and Israel will have no option but to take this to the next level and whilst the bitches of politics (USA and the EU) are sitting on the sidelines complaining, reeling and dealing for delusionary deals, Iran plays its game and even as we see that the game is badly played, we need to acknowledge that they are getting shit done because they properly anticipated that neither the US, nor Europe would actually act, indecision and incapability to act are at the centre of these non-moves.

For the US it becomes even worse as we see that there is every chance that the denial is likely to grow when we see the CBS news quote: “Democratic presidential candidate Tulsi Gabbard believes that war with Iran would be “far more devastating” to the U.S. than the war in Iraq was, saying in an interview with CBS News that President Trump was “pushing us closer and closer to war with Iran”“, she is on the European side of inaction, when we see: “that nuclear agreement prevented war“, it never stopped it, it merely delayed it so that Iran could get ready and that part has been shown in several ways over the last three years alone, now that the pressure is growing we need to consider that no one wants a war, but Iran made it impossible to avoid and as they make tally of all who are willing to become the bitch by not acting, that is how we might lose this upcoming war, not merely by inaction of them, but the mere fact that these politicians are willing to grab their ankles and let happen what would happen next. They will call it: “We have reached an immediate cease fire so that a diplomatic agreement can be drawn” that will be the second sign that the war was won by Iran, if that is what you want to happen, then go ahead, but also realise that you lose whatever rights you have. I for one will align with Israel and Saudi Arabia and go to war, because that is how evil is defeated. No matter how decorated Tulsi Gabbard got to be by the Hawaiian National Guard. The world is adhering to terrorist factions too quick and too much, in all this delusional acts by humanitarian laws are becoming a joke and that needs to stop.

When the news becomes about lashing out to a rapper named Nicki Minaj, have we not lost the plot? Oh and before I forget, the fact that we saw only 18 hours ago that ‘Houthis Commit 18000 Human Rights Violations in 6 Months‘ and the fact (as far as I could tell) that only the Asharq Al-Awsat Newspaper is giving the world that part, is that not a first indication on how the world has lost the plot on Human rights? And it links because Iran and Hezbollah are directly involved in funding, training and assisting Houthi forces to do that part, but these Human rights bozo’s are really not up to the part to report on that, yet their adversary (Saudi Arabia) is getting the front seat for getting a rapper perform in Saudi Arabia. It is in the realisation of these issues that we see that America and Europe have both become the bitches of others to a much larger degree than most can even fathom.

So when we see (at https://aawsat.com/english/home/article/1800416/yemen-houthis-commit-18000-human-rights-violations-6-months) the stage of “the number of kidnappings and imprisonment of women and children escalated this year, accusing Houthis of systematically and physically torturing women, defaming many of them, and accusing them of unethical charges contrary to Yemeni custom and traditions” we see a much larger stage that requires intervention, but where are the Americans? Where is Europe? They cannot act because they have their own clever plan involving Iran and it is backfiring fast and much harder than they realised (failure usually does that).

How long until they comprehend that you cannot reason with a rabid dog, you put it out of its misery plain and simple. And most people are part of the problem, they elected the politicians in Europe not doing anything and in America they are optionally selecting a Democratic president who wants to talk a little more, I wonder what happens when the others are no willing to talk, when these politicians are placed on the sidelines not allowed to speak at all, how fast will the media suddenly acts as some delusional conscience? we know that they are merely the bitch of big business, but for now they are all in denial of that reality and I wonder how many people will accept that delusional stage, because when Iran gets in a first strike the caused war will be much larger and there will be no negotiating with the ones they stuck against, as well as the neighboring countries, that is the impact of a dirty bomb, it freaks out everyone, especially those living next to the place that got hit. so it will not only affect Israel and Saudi Arabia, it will then suddenly impact Egypt, Jordan, Bahrain, Qatar, Oman and the UAE, and that by all definitions implies the start of World War 3 when one of these nations get involved.

In the end it started not by started a war, but by refusing to act when action was essential, I wonder how the politicians will validate their own existence at that point. Yet there is a bright spot at that point, when it happen, the human rights organisations will not have any reason to be around, because the impact that we get to live through will be a clear indication that talking solves nothing and Human Rights organisations will end up being in the same stage that they were in the 17th century when the VOC was a global power, the HRA organisations will become non-existent.

Could I be wrong?

Well, that is up to you people, check your local news, your local newspapers and what they give you, who else had the Yemen story on Houthi Human Rights violations? As far as I was able to tell, not one of them had it, but several of them all had something on Nicki Minaj, some merely gave view to that UN speaker Eggy Calamari and her accusations (that so called essay) regarding Jamal Khashoggi, the media has become that polarised on the political needs for Turkey and Iran to be cut as much slack as possible and most of us are enabling this to continue.

So when that enabling attitudes starts open hostilities against Iran by Israel and Saudi Arabia, how will the news be reported, or will it at all? Will we merely see some top line report trying to make Israel and Saudi Arabia look as bad as possible as long as Iran signs some fake nuclear deal?

The pressure is rising and there is not much time before things go out of control, all because of inactions, and you better realise that really really fast.

 

2 Comments

Filed under Media, Military, Politics

The Yellowback politician

There is a phrase I initially heard on an episode of Star Trek (decades ago), the phrase goes “Do I detect a streak of yellow across the good fellows back?“, it was Dwight Schultz (aka Howling Mad Murdoch) as Reginald Barclay in an episode where he pretends to be Cyrano de Bergerac in the episode Hollow Pursuits, and weirdly enough, it all seems to fit, I know that it is just crazy coincidence, but that is just what it is, coincidence (and crazy to boot).

So when we see (in the Guardian at https://www.theguardian.com/world/2019/jul/01/eu-powers-resist-calls-for-iran-sanctions-after-breach-of-nuclear-deal) the quote: ““Today I call on all of the European countries: stick to your commitment,” he said. “You committed to act as soon as Iran violates the nuclear deal; you committed to activate the mechanism of automatic sanctions that were determined by the Security Council. So I’m telling you: do it. Just do it.”” yet it seems that Israeli Prime Minister Benjamin Netanyahu is talking to a room full of deaf people, it is exactly as the headline states: ‘EU powers resist calls for Iran sanctions after breach of nuclear deal‘, you see, no matter how it falls, the initial target is not Europe, it will be Israel or Saudi Arabia, I reckon that it is 4 to 1, 80% chance Israel cops it first and only a 20% chance that Saudi Arabia does. In those odds, Europe does not have any risk and playing the waiting game and merely act out to some degree if one of the two is hit will be fine by them, it is the usual response from those graced with the constitution of a weasel. Even as we see the hollow ‘Focus is on averting further breaches and UK says it remains committed to 2015 deal‘, they merely prefer there not be any additional breaches. They ignore the fact that Iran could have temporarily halting production, they ignore that the reporting moment does not coincide with the moment Iran officially transgressed that line, they ignore that there is credible intelligence (OK, more wild rumours) that there is more than one additional unmarked enrichment site, that is all ignored, merely they prefer not to see additional breaches. When there is no skin in the game, when the economy has no real suffrage, the inaction game can be played, no matter who gets hurt.

What they fail to see is that no matter who gets hit, both Israel and Saudi Arabia have no options but to strike Iran, perhaps that is why all the arms deals were stopped? One could argue that the quote: “European leaders had urged Iran not to breach the deal, but the focus may now be on dissuading Iran from taking further, more serious steps away from the terms“, it could optionally be seen as a soft approach towards containing the fallout, quite literally so, and yet there is a first. It will be the first time when Saudi Arabia and the State of Israel as well as the true allies both have the stage where they all unite in a single need, the destruction of Iran, part of me hopes that this happens, it will be the first signal towards the EU to clean their house, it will be the first time that this union will bring fear to the heart of Turkey, they bet the wrong horse and now they become a target right next to Lebanon and Hezbollah.

Whatever proxy path was optionally in play will now fall away because no nation has ever faced the wrath of both Israel and Saudi Arabia at the same time. Those who played games in that fashion have no place to run to, they have no borders to hide behind, whatever small options these players have, Qatar, Oman, Yemen, Egypt and whatever sympathisers are out there in these nations, facing the wrath of both sides of borders is not a game they signed up for, as such the escalation will be swift and very violent. At that point it will be the first move of Iran to ‘suddenly’ give way to emergency meetings and sit down for some agreement, at that point the EU better sit on the side and not interfere, at that point the race will overtake manners and devour Iran. It is at that point that people like Ali Khamenei and Qasem Soleimani will make some hopeful statement on errors made within the rank and press for a diplomatic deal and some peace conference, but it will be too late, we should not hear of it and those so called European leaders who resisted calls better get out of the way at that point, they missed the option, they scathed their duty and the should remain silent, run and become a barber or an uber driver, it is basically all they have left.

I would prefer to avoid all these complications, but the inactions of those relying on gravy trains and non-commitment have burned their own boats and their own bridges, Iran will not learn one way, so they will have to learn another way. It took me a few hours to design an optional solution to cripple their navy, I feel certain that I could take a look at their air force and airfields and give some additional fun (solving puzzles is actually a lot of fun).

And it goes beyond that, even as we see: ‘Israel preparing for possible military clash between US and Iran‘, it is more likely than not that US will halt its stance before the military clash happens, it will run to the border with all might, but not commit to an armed exchange, it will however not stand in the way of Israel and Saudi Arabia when they do strike, this differs them from the EU, the EU will do whatever they can to force any negotiation, even after a first strike by Iran, optionally via Hezbollah or Houthi forces and that makes this game a lot more dangerous this time around. As no one was able to stop Iran arming the other two, we are in the dark on how much was delivered and how these two will strike. Houthi forces will strike Saudi Arabia, Hezbollah will strike both Israel and Saudi Arabia, yet Hezbollah will more likely than not hide behind Houthi outfits, the rest is still open. As CNN reported hours ago, “Yemen’s Iranian-backed Houthi rebels claimed responsibility for a drone attack Tuesday on Abha International Airport, according to the Houthi-run Al-Masirah news agency. The Saudi-led coalition fighting the rebels confirmed the drone attack and said it believed Tehran was involved in the operation“, the problem is not merely the attack on the airports, it seems that Houthi (or its Hezbollah/Iranian operators) are getting more adapt at their actions implying that the targets might change soon enough, the fact that Iran is out of options also implies that they need Houthi forces to hit Saudi Arabia harder and that is more likely than not going to happen. Until the shipments stop Saudi Arabia is facing a battle on 2-3 fronts, a third front will happen if Hezbollah openly commits towards Iran and the Al Qurayyat region. There is no intelligence to prove that, but tactically Hezbollah could use that stage to also increase pressures on Jordan and Saudi Arabia at the same time; I cannot help but wonder on how far this could escalate and I cannot stop but wonder how the ignorant inactive politicians in Europe let it come to this. They all knew what was at stake; they all left it to some proclaimed expectation of ‘US actions’ who in their current state could not even afford to go to war with the 17th century VOC (and a 17th century technology navy), their state is pretty bad. Even if they score immediate hits on Iran, it will escalate and until they get direct fire support from both Saudi Arabia and Israel, this could escalate out of proportions giving rise to serious damage to Jordan, Bahrain, and the UAE to boot. Iran will avoid pushing Qatar, but there is no guarantee that they avoid damage. It is a mess that could soon become uncontrollable; the inactions of Europe push for that scenario more and more.

I personally believe that it will come to blows within the next few weeks. I would be extremely happy if it could be avoided, yet as the present stage is, I am uncertain as to how it can be avoided, the best chance would be a first strike on Iran and see if Iran realises that they pissed off too many sides at the same time, but that is not a given. They might not have any chance to win, but they can still do loads of damage to several players and there is no denying that the IRGC is ready for battle, making a quick victory over Iran extremely unlikely, or perhaps it might be more correct to state that a quick victory is only possible through a severe impact on all fighting sides, a cornered party will do weird jumps and that has been a truth in life and nature like forever, so the entire situation is not out of reach and let’s not forget, Iran had the option to create a stage by temporary halt enrichment and they decided not to do that. As such the escalation has clearly be on their side and no matter how the stage with America was, by surpassing enrichment amounts they have clearly given the indication that they care not for the accords and they are calling the bluff of the EU and America to escalate issues further whilst ignoring the danger that either Israel or Saudi Arabia is, as such they only have themselves to blame when the damage in Iran takes on a much larger proportion than they anticipated, the question then becomes will the attacking nations stop, or will they to prevent Iranian attacks continue until Ali Khamenei and Qasem Soleimani and their inner circles are completely removed from power. We might think that this is the best outcome, but it is not. The devil you know beats the devil you do not and in Iran there will always be another Mahmoud Ahmadinejad waiting to take the highest seat of Iranian office.

One would have hoped that the yellowback politician was an extinct breed, but that is not the case and I fear that their damage will be visible for decades to come, no matter where that damage is.

 

1 Comment

Filed under Media, Military, Politics

Slapping the New York Times

This is a weird day, I for one had never expected to have a go at places like the Washington Post, or the New York Times; they are supposed to be journalistic bastions. Now, for the most I avoid slapping the Washington Post, Jamal Khashoggi was one of theirs, I get it, tensions and emotions run high. The New York Times does not get that excuse.

So when I saw ‘Saudi Arabia Is Running Out of Friends‘ I got a little hot under the collar. First off, this is an opinion piece and that makes it not really a New York Times part, or does it? They decided to publish it. The article (at https://www.nytimes.com/2019/06/27/opinion/saudi-arms-sales-britain.html) raises a lot of questions, not on Saudi Arabia, but on the people and their comprehension of the issues that are involved. And it goes further than that. The start gives us: “a United Nations expert released a report calling for an investigation into the role of Mohammed bin Salman, crown prince of Saudi Arabia, in the murder of the journalist Jamal Khashoggi. The next day in Washington, the Senate voted to block arms sales worth billions of dollars, the latest in a string of congressional efforts to halt American support for the Saudi-led war in Yemen“.

  1. The full UN report (added later down).
  2. The Saudi-wed war in Yemen.

The first will be dealt with further down; the ‘Saudi-led war in Yemen‘ is a disruptive boast that has zero validity. First of all, the Yemen issue comes from the ‘Saudi Arabian-led intervention in Yemen‘, which came from the call for help by the internationally recognized President of Yemen Abdrabbuh Mansur Hadi for military support, which was as far as I can tell, his right to do so, it was a response to attacks by the Houthi movement. In the entire article the following words are not found: ‘Houthi‘, ‘Hezbollah‘, and ‘Iran‘ they are all participating players on the side attacking ousted President of Yemen Abdrabbuh Mansur Hadi. And for the more comprehensive part, what is regarded as Saudi led, which is not a lie also involves the United Arab Emirates, Behrain, Kuwait, Qatar (only initially), Egypt, Jordan, Marocco (until recently), Senegal, and Sudan. They all seemingly agree that the Houthi forces are the evil bringers here, and that is before we all realise that there is a mountain of evidence linking Iran to all that, and the press has done its massive share to not inform the public on those parts.

So as we get to: “As the chorus of condemnation grows louder, defending the arms supplies that have always been a core feature of the West’s ties to Riyadh has become a near impossible task“, well sell them to me, I will happily and proudly offer these goods to the Saudi government, any cowardly and weasel likened politician (mostly Americans) want to be in denial, I will step in. My commission and bonus comes from their share, some things come at a cost, as it should.

Then we get to the ugly part: “They want the sources of the present crisis to be resolved, not left to fester, which means a swift conclusion to the Yemen war and a satisfactory accounting for the murder of Mr. Khashoggi“, in this we will get to that journalist later, the entire ‘swift conclusion to the Yemen war‘ required the world to do something about the Houthi support system. This includes terrorist organisation Hezbollah and its hosting nation Lebanon, as well as Iran. The US as well as the European Union failed at least 5 times, mostly because Europe has this delusional thought that the nuclear pact could be saved somehow, in addition Iran has been facilitated to by Turkey who had a larger role to play and we will get to that soon enough. It failed by blocking arms and intelligence when it mattered most, it failed by not giving proper light to the activities of Hezbollah training, as well as optionally (still unproven) firing missiles directly into Saudi Arabia, in all this it might be unproven, yet the hardware used in conjunction with the skill that Houthi forces could not have, gives us a clear light that the operators of these missiles were optionally Iranian, or Hezbollah (Lebanese), the press steered clear of that part to the largest degree.

Then we get the empty threat: “If the world finally gets serious about tackling the climate emergency, a large proportion of existing oil reserves will have to remain in the ground, leaving the Saudis sitting on stranded assets“, so how about the reality that hits the US when 100% of Saudi Oil only goes towards Europe, India and Asia? When that flow to America stops, fuel prices (based on Chicago) will go from $3.62 per gallon, to $5.99-$7.51 per gallon within weeks. Good luck trying to have an economy in America at that point. In New York (where that paper comes from) the taxi costs will soon go up by 50% or more, what happened the last time that New York was completely dependent on public transport? And for those driving their own cars? That will be for the wealthy only, so let’s keep a real sense of reality, shall we?

Now we get to the hard part. There is an issue with: And in London — on the same day — a court ruled that Britain had acted unlawfully in approving arms exports to Saudi Arabia“, there is the optional stage where the arms deal is merely delayed. We see that in the BBC part: “Judges said licences should be reviewed but would not be immediately suspended“, which was a week ago. It comes from “Under UK export policy, military equipment licences should not be granted if there is a “clear risk” that weapons might be used in a “serious violation of international humanitarian law”“, this is an issue, but not the one you think it is. Yes, there is a chance that these weapons are used in Yemen, yet as I stated earlier, the entire Yemen war is misrepresented by ignoring three warring parties, the Houthi, Hezbollah and Iran. In addition Houthi forces have resorted to terrorist tactics by placing weapons and troops directly behind civilians, basically using them as a shield. In addition, Houthi forces have done whatever they could to stop humanitarian aid and claiming whatever they could for their own military forces, they are the catalyst to the Yemeni humanitarian nightmare and the media remains largely silent on it. We get additional evidence from Gulf News only 11 hours ago with: “Yemeni government forces had repulsed fierce attacks by Iran-allied Al Houthi militants that had targeted residential areas inside the coastal city of Hodeidah and outskirts, military forces said on Thursday“, this is still happening right now, but the media remains silent, why is that?

So as we finish part one of the hatchet job that the New York Times allowed to be published in their papers, it becomes time to raise part 2, the full UN report [UN Khashoggi Report June 2019].

There are several issues with the report but let’s start with the ruling premise that they place in item 37 “This human rights inquiry into the killing of Mr. Khashoggi raised many challenges. By the time the inquiry was initiated, much had already been reported about the killing and the likely responsibilities of various individuals. The risks of confirmation bias (the tendency to bolster a hypothesis by seeking evidence consistent with it while disregarding inconsistent evidence) were particularly high.

There are two parts, the first is ‘the killing of Mr. Khashoggi‘, now I personally believe he is dead, through methods unknown, and there is credibility in that statement, but there is no evidence whatsoever. If we are nations of laws, than we must adhere to these laws. We must also accept that the law is not always our friend, and here we see Turkey facilitating towards Iran to the largest degree. They had set a stage in motion by relying on here-say, using things like ‘might’ and adding evidence that is none of anything. When we see the rumour mill giving us millions upon millions of articles all based on hearsay and unverified anonymous sources, we see an engine that was designed to halt whatever positive actions Saudi Arabia were trying to do on an international stage. Turkey succeeded in being the puppet read: bitch) of Iran to a degree never seen before and let’s not forget, Turkey holds the current record of having the most incarcerated journalists in the world at present.

And the most damning part starts at the very beginning, but not in the direction you would like it to see. Here we see: “Mr. Khashoggi’s killing constituted an extrajudicial killing for which the State of the Kingdom of Saudi Arabia is responsible. His attempted kidnapping would also constitute a violation under international human rights law. From the perspective of international human rights law, State responsibility is not a question of, for example, which of the State officials ordered Mr. Khashoggi’s death; whether one or more ordered a kidnapping that was botched and then became an accidental killing; or whether the officers acted on their own initiative or ultra vires“, as I stated: ‘We can assume that Jamal Khashoggi is dead‘, yet where is his body? There is no evidence in any direction and it happened in a nation that is facilitating to a nation that is actively hostile and in a proxy war with Saudi Arabia, a fact no one seemed to acknowledge, that Turkey has currently imprisoned 68 journalists and is regarded to have killed dozens more.

Now we get to point 11 (page 5): “She also found that Turkey’s fear over an escalation of the situation and retribution meant that the consular residences or consular cars were also not searched without permission even though they are not protected by the VCCR“, Was it really ‘fear’ or ‘orchestration’? Turkey has scathed all laws for numerous reasons, broken promises and not adhered to issues, and now they are ‘suddenly’ afraid? I acknowledge that this is speculation from my side, yet aren’t all parties speculating here?

when we seek the word evidence in the report we see ‘no independently verified evidence‘ and all kinds of fusions with other words, yet not with ‘evidence found‘, is that not weird that the UN spend all this time on a report and there was no ‘clear evidence found‘?

You can check for yourself, the report has been added. The special rapporteur (or is that reporter) gives us: “The Special Rapporteur reviewed four potentially credible hypotheses related to the unlawful death of Mr. Khashoggi“, it merely turns paper A/HRC/41/CRP.1 into an essay, a very expensive essay I might add (OK, I am exaggerating here).

And now we get to the paper and the recommendations that start at page 95. Here we see: “Initiate a follow-up criminal investigation into the killing of Mr. Khashoggi to build-up strong files on each of the alleged perpetrators and identify mechanisms for formal accountability, such as an ad hoc or hybrid tribunal” Yes? How?

There is no evidence and most evidence was tainted by Turkish authorities by mismanagement and by allowing so called government officials make statement that had no bearing and touched no evidentiary surface. It became a 70 million article joke with references to burned remains and all kinds of photographs that show nothing at all.

In this I find item 480 even more hilarious. For the most (it seems) there is a lack of knowing what accountability means, you merely have to look at several issues in the UN with a special reference to the UN and UN security council sides in Egypt (1981) Assassination of Anwar Sadat, there has been several moments where it was uttered that certain paths were not fully investigated, does it matter? So when I see: “Accountability demands that the Saudi Arabia government accept State responsibility for the execution” whilst that evidence is not in existence. There is a case for rogue activities, if that constitutes evidence, than the UN should take a hard look at Viktoria Marinova, optionally investigating the mere accepted fact by the media that the ‘they did not believe the killing of Marinova was connected to her work, suggesting it was a “spontaneous” attack‘, or there are the unanswered questions regarding Abdul Samad Rohani. What is most striking is that the Taliban was never shy of admitting their acts, so why was his death closed when the Taliban was very apt in denying this one? It is important when we consider this unidentified government spokesman in light of the fact that this happened in a place where there is a flourishing opium trade, so as some gave clearly: “Rohani was killed for his reporting on drug trafficking and its possible ties to government officials“, yes because that has always been a reason to keep a journalist alive, has it? So Agnes Callamard, where are those essays?

It is in that light that I want to illuminate another item that was in the document: ‘Turkey failed to meet international standards regarding the investigation into unlawful deaths‘ (Page 4, Item 5). So why was that? There are always truckloads of excuses to find, yet who was responsible to keep international standards? Why were these standards not met? That term was used in several ways, yet the mention and clarification of Turkish ‘international standards‘ and more important which person, or perhaps more correctly stated which Turkish office was responsible for that is also missing in this Agnes Callamard document, is that not equally part of the investigation in all this? Why is that part missing in this document?

In the end the entire matter of Khashoggi smells and the Washington Post in this one instance can hide behind rumours and speculations all they want, the New York Times does not! In the end there are too much questions, but the participating player (Turkey) has its hands in too many Iranian issues and there is clear evidence (actual evidence) that the entire Khashoggi investigation got tainted and no longer an option to investigate. Yet that too is seemingly missing from the essay of Agnes Callamard (I remain cautious as I might have missed a piece in that 99 page essay.

I will leave it to you good folks to draw your own conclusion and the issues I reported, feel free to Google Search it, feel free to text search it in the document. the opinion piece did not mention the other parts making it unfair, unbalanced and as I personally see it completely unworthy of the New York Times, as such I do place blame, but from my point of view the buck stops at Dean Baquet, it is on his watch that this happened, we accept that everyone is allowed their opinion, but in a paper like the New York Times, it should not be this unbalanced ever, not for a global paper like the New York Times

UN Khashoggi Report June 2019

Leave a comment

Filed under Law, Media, Politics

Lap Time

Yes, we heard the term; we see it in athletics, in Formula 1 (and all the other formula races, except baby formula). How did we go after one lap, will lap two be on par, better or are we sliding. The 5G global race is on and even as the US and others are in denial, some facts are open for viewing, so as I got to the page (at https://www.eureporter.co/frontpage/2019/06/26/huawei-dominates-global-race-to-5g-despite-pressure-from-washington/) I was not surprised. The headline ‘Huawei dominates global race to 5G despite pressure from Washington‘ is not really a surprise. Yet one element is a nice verification. when we see: “Currently, two-thirds of global existing 5G networks are powered by Huawei technologies” and that is after a year of BS and fear mongering by the US, if they had not done that the picture would be different, it would be considerably worse for all non-Huawei contenders. So even as Ericsson is building a plant in the US so that they can become the courtesan of choice, reality is a very different stage.

The issue (at https://lawlordtobe.com/2018/11/10/the-heart-processes/) in ‘The Heart Processes‘ where we see: “This now links it back to Huawei (5G barred), the iterative actions of technology whilst we are being surpassed on every technological side. The full article (at https://www.crn.com.au/news/telstra-fault-takes-down-eftpos-and-atms-515080) gives a few more question, yet I will get to them in another article when I give you all a few more technological jabs against certain Telco players as they presented their ego and not their actual capability“, there are references that go back to 2017 where we saw that the non-Huawei players were already behind. There is Forbes Last April with ‘Huawei’s 5G Dominance In The Post-American World‘, or ‘Huawei’s new Wi-Fi routers solve a serious first world problem‘ in January 2018, Huawei have been showing to be the stronger innovator for well over three years and has been leading the 5G market, now that they even under discriminatory environments are achieving a 66% market in current 5G shows just how warped the situation is, so as I stated it before and do so again, ‘America will soon no longer matter’ and that is the true nightmare that the US is facing, when the silver bullet to survive a $22 trillion debt is meely a dud in your own armoury, you end up with a massive problem.

So as we see the Lap Time, with 5G going commercial in the Middle East, and now optionally Germany as well, we will see the blind followers of Europe, who follow the misguided voice of America, we will see them melt like snowflakes in the summer sun (or the current European heatwave), the economy is their Achilles heel and they will all fold.

And the battle will alter its course even further; the advantage that the Middle East is now showing over America is getting teeth and talons. A month ago we saw that Softbank selected Nokia over Huawei, and that is fine, weren’t it for the fact that we also got ‘Nokia Winning 5G Contracts Despite Delivery Delays, CEO Says‘ two weeks ago. Bloomberg gave us that one, so when Nokia gets pushed to cater to American needs, will they lose their Softbank deal and a cornerstone to the Middle East? It is not a given, but it is a valid question. So even as there is truth in the quote: “A few weeks of delays “is not really much” in the context of a 15-20 year cycle, Suri said. In the first quarter, the Finnish company struggled to book revenue from the contracts it had signed“, we accept that these things happen, yet weeks tends to become one month, then a second month and in a race where being there fast matters, Nokia cannot afford to remain delayed, they had to be ahead of the curve and they are not, they are merely on par at best, this now implies that 42 global contracts will be under scrutiny and not delivering on time will constitute pressures that Nokia will be unable to fully deal with and Chief Executive Officer Rajeev Suri knows this.

Even as we see that Nokia is still on the financial fence regarding booking profits (they will do so, no doubt) Huawei was able to secure a lucrative deal with Russian telecoms company MTS. It might be all under the guise of ‘the enemy of my enemy‘, but in the end ‘gold is gold’ and it is in the end about the acquired currency. So as they get Russia and as the EU buckles towards Huawei, we see a market that is a lot stronger for Huawei and every win in the Middle East will tip the European seesaw in favour of Huawei.

For the most after we check the lap time, there is a clear benefit for Huawei, yet Ericsson and Nokia remain strong competitors, Ericsson made the optional flaw of moving part of their base towards America, it sounds good, but their infrastructure will be undermined in several places more and more, so either Ericsson will push American employment to a much higher degree (Customer Service centres, Customer royalty programs and product infrastructure), or they face a massive blow-back more likely than not before EOFY 2020, a setback that will cost them a whole lot more than they bargained for. There is no given on Nokia at present, they had a strong firm presence in Europe and they can do so again, whilst these rules apply to Huawei as well, when you consider the places they were, they have built strong teams all over the place and with the winning strategies in the Middle East they have grown their ambassador places all over the Middle East, something Nokia and Ericsson did not do to such degrees.

So it is not only the 2/3rd advantage that Huawei has, it shows that their infrastructure is still a lot stronger and in the second hour (59:59 after a mobile phone is sold) the systems of Nokia and Ericsson will be tested and I personally believe that they are not ready, more importantly, the people will not be ready for waves of questions that will hit these centres and that will hammer the successes that Nokia and Ericsson have at present.

As lap time goes, it is a strong race from all three, yet a race is only as strong as the team, the car and the track. Yet in a normal race the track is set, in this race we have seen that America has been considering detour after detour and as such some teams will not be ready for what happens after that and in that race Huawei gets the much stronger advantage as America is not considering them, so that pressure falls only on Ericsson and Nokia. And that is where the issues start to count. When players like Softbank get pushed to the back, they will reconsider and anyone changing its order has the danger of taking more than one other player with them, that is the stronger danger that the other two face as they try to gulp down whatever US contract they can get.

There is supporting evidence for that. In Australia NBN showed the need (source: SMH) “NBN Co spokeswoman said the network was committed to “continuously improving the service provided as internet demand and data needs evolve” including a recent $800 million investment into customer service on the fixed wireless network“, the problem is that to a much larger degree Australian NBN is (diplomatically speaking) a $51 billion failure, the only way to save face is to overhaul it to a much larger degree and in light of ‘9.6 million homes and businesses were now connected to the network with 62 per cent of those customers choosing speed plans of 50Mbps or more‘, all whilst this could grow by another 30% if Microsoft and Google had their way, giving us levels of unparalleled congestion soon enough after that.

The moment that ANY vendor needs to acknowledge 5G and congestion in the first year will be the point that turns the customer base into a churn tidal wave and that will happen if the infrastructure is not in place. The US and some others are massively in denial there, it might be argues that this risk is also present in the Middle East and I would expect this to be the case, yet Huawei has had time to prepare and the others are merely jumping on the revenue wagon as the US pushed for a ‘no Huawei zone’ preferably one that is global.

That is the impeding risk, not that Huawei is out of the race, but that the others get stretched too thin. I have seen this happen again and again over the last 20 years and then we get some delusional VP giving their staff an elastic band reference on stretching resources a little more. They ultimately never learned that time is not a factor that can stretch like an elastic band, it is a rigorously set standard that does not budge and against that merely better and larger man power will solve it and Nokia just got rid of a boatload of them, all to cater to 5G, so when they need staff and training them, they will be under the gun 24:7, I do not believe that they are ready at that point and the increased presence in America implies that Ericsson is nowhere near ready, they need well over 500 additional support staff for what comes and they have nowhere near those numbers.

That is all available to the eager eyes and they have not altered that path yet. In their defence, it will not be needed before August 2019, yet there is already enough indication that their growth plan is not set in that direction. As I developed my own IP, I noticed that the Cybersecurity needs for 5G are still in the basement whilst it had to be through the roof almost 3 months ago, so the first cyber security issue will be a devastating one for each of these players. That is merely on a consumer level, on a commercial level the setting is even worse, it is a Nightmare on 5G street waiting to happen and in this there will be no miracle dream weaver, merely some Freddy Kruger that will show now regard for the lives of those victims, as the rewards were just too appealing. An almost perfect cyber storm in the shaping, a stage no likely seen before January 2020, yet even then there will already be victims and loads of insurances that are more likely than not eager to find a loophole not to pay any of them.

As I see it, it is a lap time that is good for all three, yet the setting of lap time is no longer a valid one. When the track definition becomes a flexible one, detours change the stats of everything, changed requirement in mid race will also hamper issues and none are ready, Huawei merely had more time to get ready giving them an additional advantage in this race.

 

1 Comment

Filed under Finance, IT, Media, Politics, Science

$40 per pound

The price of delay is set to $40 per pound, did you realise that? Because in the mind of some, you do not go to war over $80-$800, you give a fine, but what happens when we realise that the mentioned $800 is 10 Kg of enriched Uranium? Then how do we react?

That is the harsh reality that Javad Zarif, the Iranian foreign minister is playing. Not only is the headline insincere and optionally an outright lie, the notion of ‘Iran says it will never build a nuclear weapon‘, is the dream response of any politician siding with the acts of the ostrich and the possum. Playing dead or putting your head in the sand is now the most dangerous of all actions. Even if there is optionally some truth in ‘Islam prevented the country from doing so‘ (no judgment here) there is enough reasonable intelligence that the amount of enriched Uranium in Iran has now surpassed 180 Kg, and that is merely from the sources that can be traced, I feel certain that there are 1-3 sources that remain hidden and there is no way to tell how much there is in these locations, but it is safe to set that amount to at least 2Kg per site, implying that Iran has surpassed the 93% marker. Iran needs time; this is the one moment where they are actually vulnerable. The moment that the first dirty bomb is ready, that is the moment that the window has closed and the countdown begins for some high ranking Iranian officer to do something really stupid as he becomes a self-designed ‘martyr’, at that point it is too late for all of us. At that point Saudi Arabia and Israel have no options left but to wage open war, leaving the UAE, Qatar and Oman in the middle of that mess.

No one wants it, but the politicians are giving us little choice soon enough. The actions against Iran have failed to the larger degree. Even the Guardian (at https://www.theguardian.com/world/2019/jun/25/iran-says-us-sanctions-on-supreme-leader-means-permanent-closure-of-diplomacy) is set to some level of denial (or contemplated avoidance) with “Iran has said it will breach the uranium enrichment limits set out in the 2015 nuclear deal on Thursday, but that does not imply the country is on the path to building a nuclear weapon

USA GE (or is that usage?)

So what else can this be used for. That is an important question because even as it is essential for a nuclear weapon, it is not the only use. Highly Enriched Uranium (HEU) can be used in civil reactors. Yet the danger is not merely that, when it is used and called spend fuel, it can still be used for bombs. In the past we ignored it because handling is critically dangerous on the person handling it. Yet with suicide bombers that danger is negated as they blow themselves and half a city to rubble. The issue is that HEU is not essential for power creation making a lot of the conversation moot. The alternative usage is Medical Isotopes (one Kg would suffice for decades) and as a fuel source for icebreakers (loads of those in Iran) and space propulsion (in light of the current Iranian space program it seems the most feasible one), so as…., oh darn it, Iran doesn’t have an actual space program. Well they do, they were actually one of the earlier players 15 years ago, alas as its budget for the Iranian Space Agency has been lowered to below $5 million, we can assume that they are saving up to launch one in 10 years, so now the USA General Electric reference. In May 2018 we got “General Electric Co. is planning to end sales of oil and natural-gas equipment later this year in Iran, people familiar with the matter said, illustrating how U.S. withdrawal from the nuclear deal is shutting a narrow window of opportunity for some American businesses there” (source: GE), Yet when I searched deeper, I found references (references, not evidence) that there are links between Enrichment Technology Company (ETC, Enritec), towards Areva (source: Le Monde) and when we see the desperate need of €7,000,000,000 there is an opening, and as such, as I found “With a view to cooperation in the field of uranium centrifuge enrichment, AREVA signed an agreement on November 24, 2003 with Urenco and its shareholders under which AREVA will buy 50% of the share capital of Enrichment Technology Company Ltd (ETC), which combines Urenco’s activities in the design and construction of equipment and facilities for uranium centrifuge enrichment, as well as related research and development. The acquisition was submitted to the European anti-trust authorities, which gave their official approval on October 6, 2004. The quadripartite treaty among Germany, the Netherlands, the United Kingdom and France was ratified on July 3, 2006, allowing this agreement to be implemented“, I found what might be regarded as a staged setting, not anything tangible. As we get to the stage of Espionage we get: “In the 1970s, Pakistani Abdul Qadir Khan spied on the Urenco office in Almelo. Thanks to the knowledge that Khan obtained from Urenco, among others, an enrichment plant for uranium in Kahuta (Pakistan) has been replicated using Urenco’s ultracentrifuge technology. This knowledge has also been disseminated via Khan to Iran, Libya, and North Korea“, I personally believe that this was also shared with Iran (at some point), giving them what they need to achieve their goal. It was not done in the 70’s, yet the shifting of funds gave rise that there was a purchase around 2011, yet not merely goods (this is highly speculative), information was optionally bought as well, so even as there is no direct proof, there is the implied stage where under Iranian President Mahmoud Ahmadinejad all the knowledge that Iran needed was available. There are also links to a firm called Nuovo Pignon (Florence), yet to what extent was not clear and there was but one small reference towards “The other shareholders of Eurodif SA are Synatom of Belgium, Enea of Italy, Enusa of Spain, and Sofi dif, a company owned by French and Iranian interests. AREVA NC has a 60% stake in Sofi dif” which we see from 2007 to 2012, so the timeline still fits, in addition to that, when I look at the ‘Report And Recommendations Of The Nevada Commission On Nuclear Projects‘ at [nv1012comm] we see the players like Areva, Synatom as well as Arjun Makhijani, whose name makes perfect sense, yet from page 52 onwards, in his paper ‘The mythology and messy reality of nuclear fuel reprocessing‘, we see the mention of the PUREX process, yet at this point, the fact that Iran has chosen this process 14 years ago is missing completely from the report which is now regarded as odd. This is not some classification issue, it is an intentional omission. We might consider part of this as in page 29: “The Iranian example of building a large gas centrifuge plant secretly provides an example of what could happen in the plutonium arena once the size of reprocessing plants is greatly reduced“, This report from 2010 surpasses the fact that the PUREX process was already in place for 6 years, and it now gives the added speculative option that Iran has already surpassed the 200Kg limit, implied is not proven we accept that, yet when we consider the ‘weight’ of the Nevada Commission on Nuclear Projects and that information is missing or disregarded (optionally reclassified) gives rise that the pressures in Iran are a lot larger, and that problem will not go away by sticking your head in the oil enriched sand, or playing possum.

 

Now, the next part is highly speculative, so feel free to reject or ignore it.

I believe that the Natanz Uranium enrichment complex south of Tehran was the ruse. It did everything it needed to there, but there was at least another place (still speculative) where enrichment was set to surpass at least 60%, I remember the article (at https://www.nti.org/gsn/article/iran-activate-thousands-uranium-enrichment-centrifuges-ahmadinejad-says/) well, yet I was misguided that this was an ego boost for pride, I never considered then that it was misdirection to not look at another place.

Could I be wrong?

Absolutely!

I very much doubt my own views in this, yet the play by Javad Zarif gives rise to the stage that things are not that simple and that their twist to buy time might not be on the up and up and can we afford that mistake knowing what is at stake?

That is part of the problem in all this, we must recognise that America lost credibility for the longest of time (The US and the case of the Silver briefcase), Those who blindly followed it are in not a much better stage and for the longest time, especially in light of the proxy war, the word of Iran cannot be taken as evidence or blindly be trusted. These are all elements influencing the current stage and as the center of attention is Highly Enriched Uranium, the stakes are very much too high.

So when we see: ‘Iran says it will never build a nuclear weapon‘, we have to go with the premise that this is exactly what they are willing to do, even if it means handing of the result to a player like Hezbollah, it makes for a much more dangerous setting that has no resolve but go boom at some stage, and no one can afford to wait for that.

All this comes to the larger orchestral finale when we consider Haaretz (at https://www.haaretz.com/middle-east-news/iran-and-trump-in-nuclear-standoff-what-s-next-for-the-nuclear-deal-1.7406005), where we see: “Iran announced in mid-June that by the 27th of the month it will exceed the uranium stockpile limit set by Tehran’s nuclear deal with world powers, pushing tensions with the U.S. into uncharted and potentially dangerous territory“, so as they claim to reach the maximum tomorrow, I see enough speculative evidence that they already surpassed it by a fair bit, the problem is not on how to act and react, but in this (personal speculated) view (a speculative amount of) 5-35Kg is unaccounted for and there is no guarantee that Iran did not give it to Houthi and/or Hezbollah forces making matters worse by a lot. In all this Russian Deputy Foreign Minister of the Russian Federation Sergei Ryabkov is making matters worse through “Russia and its partners will take steps to counter new sanctions that Washington has said it will impose on Iran“, this stand off for time is what Iran wants, so that they can point at their proxy players when something goes boom and these parties should at that point all be held to account, the problem is that the only way of doing that is to start a war no one wants. The Middle East escalation strategy is in full effect and until we deal with Iran we cannot diffuse the situation, and the fallout of that situation will haunt everyone for decades if it comes to blows. I expect the economy would not survive such a blow.

It is merely my view and optionally all very incorrect, yet the pieces are there for everyone to see.

 

Leave a comment

Filed under Media, Military, Politics