Tag Archives: Raytheon

December 17, 2025 · 21:24

The neighbors have coffee

That is the setting, but that is not what this is about. We are given a setting (at https://www.sbs.com.au/news/article/trump-has-ordered-naval-blockade-of-sanctioned-oil-tankers-in-venezuela-he-says/gcrwrmllu) where we see ‘‘Act of war’: Trump orders blockade of ‘sanctioned’ Venezuela oil tankers’ and we see “But Trump on Tuesday pointed to another goal — regaining US access to Venezuelan oil production. The US armada “will only get bigger,” Trump said, until Venezuela returns “to the United States of America all of the Oil, Land, and other Assets that they previously stole from us.”” But is that true? At what point did Venezuela steal oil from America? Why assets did they steal? What land was stolen? Can we get a clear explanation of that? And if comes with two other settings. The US is pulling out all its troops out of Europe. And in the second setting we see today that one of the most successful American businesses is filing for Bankruptcy. Del Monte originated from California canners in the late 1800s, becoming a household name through the California Packing Corporation (Calpak). It has filed for bankruptcy due to the tariffs on fruits and aluminum. It drove them under in 6 months. And as I see it, a speculated setting is that President Trump will need to sue the BBC, because America is about to lose everything and not one intelligent being will do business with him beginning in 2026. 

As I said so before, America is done for and the longer everything is suspended in ‘investigations’ the longer it takes for the America people to see what hardship they are due for, not for a week or a month, but for several years and that is if someone takes over the helm of the good ship America and takes it in a 180 degree different course, there is no other way and even then it will take half a decade to clear the tourism setting that it now has and rebuild trust (which will speculatively take 3-5 years). 

So as we were given “But Trump on Tuesday pointed to another goal — regaining US access to Venezuelan oil production.” as well as “Caracas blasted Trump’s announcement on Tuesday, saying he aimed at “stealing the riches that belong to our homeland.” Venezuela has been sidestepping US oil sanctions for years, selling crude at a discounted price on the black market, mainly to China. Venezuela is estimated to have oil reserves of some 303 billion barrels, according to the Organization of the Petroleum Exporting Countries (OPEC) — more than any other nation. “If there are no oil exports, it will affect the foreign exchange market, the country’s imports … There could be an economic crisis,” Elias Ferrer of Orinoco Research, a Venezuelan advisory firm, told AFP recently.” As I personally see it (and I might be wrong) America is broke and it is about to lose whatever it has to pay for the interest on the loans they have. The Administration had a setting they tried and it backfired. Greenland isn’t giving up its land, Canada is turning down America and worse still, Canada is now making headway in impressive economic strides for Canada which is also hurting America. As I see it, the stage that was left was to ‘annex’ the Venezuelan oil fields. This is likely to fail, but more disastrous nearly all lands will gain mistrust of the American way which is now showing to be selfish at the expense of all others. That is as I see it the Legacy that President Trump is leaving behind and the sooner others see it the way (several already do) the more America sees the hurt it imposed on itself. 

And when places like Del Monte is filing for bankruptcy, it will not be alone ad the more these places are hidden due to ‘National Security’ or whatever reason is given and others are seemingly ready to follow. There is American Unagi, American Signature, parent company of furnishings retailers American Signature Furniture and Value City and more are on the list of those reading Chapter 11 of the book of economic hardship. All these facts are settings that give America a stage of disaster and the American administration remains in denial. 

Even if America succeeds with Venezuela, America is done for. No-one will trust America for decades. Not the EU, not the Commonwealth and parts of Asia will also shun America. And for a lot Canada is the more trustworthy option, so Canada will de decently well and as we recently saw Lockheed Martin is getting replaced by Saab AB and that is merely the tip of the iceberg. So whilst America withdraws the troops from Europe, Europe has one card left to play. It can throw America out of NATO and that has massive repercussions. You see America has 70,000 troops in Europe, those who are send back will likely lose their jobs, then they get a massive downturn in their defense industry. Which will upset Raytheon, Northrop Grumman and Lockheed Martin. All that has a massive economic footprint. When the Europeans turn away from American hardware, America’s economy takes a swift dive into an abyss where it cannot afford the gravy trains it supported and that has other impacts as well. I reckon that the media is next, as American media gets shunned in Europe and the Commonwealth their incomes and more important their influence will wane into near nothingness. 

So am I correct?

I honestly don’t know, but that is what I see, the markers are undeniable and they tend to cross nations, they cross interests and they cross political allies. As I see it, America might in the end have one ally left, Russia. So how does that sit with the anti-communist setting of the Republican Party? And next on that list id the waning of the CIA, you see as the Commonwealth stops trusting America, the CIA us also shunned from the meetings it needs to have and as such it is about to require a lot more money to stay afloat and that is the one thing America no longer has (at least until they get the Venezuelan oil) settings upon settings that sets the game that will be played and America is largely out of moves. They are about to falter in intelligence, they are faltering in business, the will soon falter in media and as I see it, the steps the American administration made towards Hollywood is strengthening Canadian, Australian and British film industries and those settings are getting larger and worse for America. So feel free to disagree and that is fine, but I reckon you need to investigate on yourself and see what the media is hiding from a lot of people. And as I see it, America is about to falter and leave the people in America without anything. Because the AI scare fare is about to cost American wealth trillions of dollars (according to some a number between nine and fifteen) who who gets to pay for all that? Microsoft? OpenAI? I reckon that it will come out of retirement funds and if I am wrong, I am wrong. But do come with actual numbers. We can see “US retirement funds are extensively invested in artificial intelligence (AI), primarily through large index funds, mutual funds, and ETFs that hold significant stakes in major tech companies leading the AI revolution, such as Nvidia, Microsoft, and Alphabet.” As well as “Indirect Investment via Large Cap Tech Holdings: Many common retirement savings options, like S&P 500 index funds or target-date funds, have a large, concentrated exposure to the “Magnificent Seven” tech stocks (Nvidia, Microsoft, Meta, etc.) that are heavily driving AI innovation. Nvidia’s significant market value, for example, means it has a large weighting in many diversified portfolios, creating inherent AI exposure.” That is the bubble fear you should have and when America stops, you better have a sock with reserve funds, because that is all you can live on when it collapses.

Have a great day.

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September 20, 2025 · 10:31

The new axial

This happens, at times we need to remove the old axial and fit in a new one. As the axial grinds the roads it is up to the owner of the car of setting the pace of delay. And as present the dumb drivers are setting the decay of the axial rather high. And as such the car requires either fixing or replacement. At present the replacement axial comes with hidden settings. Some good and some unknown (at present). It started last month (pretty much yesterday), when we learned that Pakistan is offering its nuclear umbrella to Saudi Arabia and as the news give it to us, they accepted. There was an unknown to me (perfectly acceptable) as I illuminated yesterday there is a new setting for China and that is where I get another setting. One source gives me that it would allow the Hualong one PWR to be build in Saudi Arabia. I reckon that Saudi Arabia will opt for the Hualong two. That’s another few billion that will never make it to the US treasury. I opted the setting of defense and I still think that is valid. So as America is now losing Defence, tourism and media billions. America is no longer the ally anyone needs, because they are about to no longer afford anything and that is not the only setting we are about to see. You see, the three big ones are there, but there is also telecom (STG) and media (Al Ekhbariya) now about to get full global vision and as the Islamic population are about to get to 22% of the global population, they will be able to expand enormously. So who do you think will lose revenue? Wanna take bet on any American channels or telecom providers. (Personally I think Vodafone will become the largest loser) and that is not all. Some others are starting to see the folly they entertained for decades.

As the Jerusalem Post gives us (at https://www.jpost.com/middle-east/article-868103) we see ‘Hezbollah chief calls on Saudi Arabia to turn ‘new page, open dialogue with the group’ and we are given “Hezbollah chief Naim Qassem called on Saudi Arabia to turn “a new page” with the Iran-backed group and set aside past disputes to create a unified front against Israel, following years of hostility that strained Riyadh’s ties with Lebanon” to Qassem I would state ‘Screw that’, Hezbollah has been the Iranian tool for decades and as Iran is now out of bounds, Hezbollah need a new sugar daddy. I reckon that Saudi Arabia has no space for a limited thinking group draining billions from their treasury chests. Hezbollah made their bed and now they get to lie in it. Israel is probably the strongest they have been in decades. There are ruffles in Israel, but that is a local setting. Saudi Arabia was clever not to get involved. It is now about to become one of the strongest nations in the world. They are growing outside expectations and will do so for at least half a decade. The last thing they need is a expensive bothersome toddler. As for Hezbollah, they are losing more and more power. The attack on Qatar rattled everyone and it is expected that some will unite, not to attack Israel but to guarantee that they are not attacked. It is a premise anyone will respect. And as the Hamas leadership is buried under Qatarian buildings, Hezbollah is afraid, very afraid. And they should be. 

So as we are now seeing the New Arab (at https://www.newarab.com/news/other-arab-states-can-join-pakistan-saudi-defence-pact-minister) ‘Pakistan minister calls for Islamic NATO, welcomes Arab states to join Saudi defence pact’ with the text “Speaking to Geo TV in an interview late Thursday night, Asif denied any prior coordination with the United States regarding the agreement. It marked the first specific acknowledgment that Islamabad had put the kingdom under its nuclear umbrella. The two countries signed a defence deal on Wednesday declaring that an attack on one nation would be an attack on both. Neither country has responded to questions about what the pact means regarding Saudi access to Pakistani nuclear protection.” A setting that is perfectly sound. Pakistan will end up with a much larger seat on the table and as we accept the setting we see with ““Islamic and Arab countries have the right to defend the region and its sovereignty, just as other countries do. I don’t think anyone has the right to object to that, because we have our own will and know our borders and frameworks,” Asif said.” We see that Khawaja Asif the current defence minister achieves something that hasn’t been seen since since Pakistan had its Baba-e-Qaum (Father of the Nation) namely Muhammad Ali Jinnah. And the west just wasn’t looking. I say that this if this Islamic NATO works we should applaud it as it also takes Iran out of the setting of being the danger of the Middle East as Pakistan is its ally, it will not act against anyone else because f that setting and because of the danger it will place itself in.

A setting that is optionally one of the most intense one in this day and age. And as this evolves and China becomes the defence provider of choice to the larger Arabian community, the settings of America as a provider dwindles down more and more. I reckon the only option that Raytheon and Northrop Grumman has is to place a larger stage of its factories in Saudi Arabia (as it was invited to do around 2020) and that setting is all that America has at present. Its dumb idea of tariff and border restrictions pushed its allies away from America and as America is now realising the dangers it faces and the impact that these actions had will a massive impact. It is said that the largest trade partners were Mexico, Canada, China, Germany and Japan. So how are they feeling at present with the tariff joke? They represent $2.5 trillion before 2024, but where are they now? That is direct income into the American treasury lost and as defense spending and tourism is down, do you really think that the damage is set to a mere $12 billion, or is my view of $80-$130 billion losses 

I saw the weeks ago (and wrote about it) a lot more realistic?

And as some might remember the setting for 2023 where the STG bought towers in Europe, did anyone follow up on the setting of ‘Saudi Telecom considers possible offer for United Group’ months ago? So how is that going? 

Have a great day and as it is said in Islam As-salamu alaykum (peace be upon you), it will become the phrase for all to know from 2026 onward.

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September 19, 2025 · 11:27

Trinity of Doom

That is the setting I am invoking. It started innocent enough and that start came from the BBC (at https://www.bbc.com/news/articles/ckg3llj5nxdo) where we see ‘Macrons to offer ‘scientific evidence’ to US court to prove Brigitte is a woman, lawyer says’ and my first response was ‘Are you freaking kidding me?’ You see, the response is as seen “Their lawyer says the French president and Mrs Macron will present the documentation in a defamation suit they have taken against the right-wing influencer Candace Owens after she promoted her belief that Brigitte Macron was born male.” And as I see it, that ID10T error named Candace Owens came after Australians after she claimed “Candace Owens compares Australian government to the Taliban, calling it a ‘tyrannical police state’, and “When do we deploy troops to Australia? When do we invade Australia and free an oppressed people who are suffering under a totalitarian regime?”” At that point I saw her for what she was a simplistic rabble rouser. And the best way to avoid her is not to listen to her. But at some point people like this as liable for what they say and here I am completely on the side of President Macron. So whilst I see “Speaking to the BBC’s Fame Under Fire podcast, the Macrons’ lawyer in the case, Tom Clare, said Mrs Macron had found the claims “incredibly upsetting” and they were a “distraction” to the French president.” I am definitely on their side giving no value to “Ms Owens’ lawyers have responded with a motion to dismiss the claim.” There is no avoiding the hardship, because people like this are all about making the ‘claim’ and then saying quietly sorry after dismissal. I think it is great that the Macrons take her to the cleaners. And that sets a rather large (and I am about to enlarge that stage too). You see, if convicted, she will not be able to enter any European country as she will be extradited to France and I reckon that this will happen in the United States too. The second stage is given (at https://www.bbc.com/news/articles/c203n52x1y9o) also by the BBC. You see, these two elements started a rather nasty setting. I am not about to give voice to what it all is set to the stage of ‘ABC takes Jimmy Kimmel off air over Charlie Kirk comments’ and I wonder who was the simple soul here? I am not judging Jimmy Kimmel and I am not for (or against) Charlie Kirk. Never met the man, never heard his speeches. I am on the side on Mia Farrow here. She wrote on BlueSky “I disagreed with Charlie Kirk on every issue. But political violence is always reprehensible and horrific. A political motivated assassination is a tragedy for our country” I can identify with that, no matter how comedians twist whatever topic they embrace. This falls back to the Candace Owens setting as there is optionally a setting for liability and not just the one spouting this setting. There are issues with the Media Law as well and they could be a little different in France, but there is only so much ‘freedom of the press’ and when outright ‘incorrectness’ is spread. There are larger options to consider. 

This now reflects on these comedians and on advertisement. You see, Canada can now offer a juicy deal to Stephen Colbert and Jimmy Kimmel to host these two shows in Canada (one in Vancouver and one in the West (Ottawa or Quebec) and now see what happens when the advertisers come to Canada to spend their budgets. As the budgets come to Canada so will the listeners. This might be the first instance where the political administration of America sees Advertisement money go to Canada and it does not end there.

There is a larger setting that Saudi Arabia and the UAE, Egypt and a few others could set. You see, France has a while range of missiles that could be deployed and bought these country customers. So consider now the impact on Raytheon and Northrop Grumman and what revenue they could lose. So the smallest setting is that America politics impacted revenue from Tourism, Advertisement, Media and Defense spending. As such the words from US Ambassador Pete Hoekstra (at https://www.cbc.ca/news/politics/us-ambassador-to-canada-disappointed-anti-american-campaign-1.7637534) where he gives us “I’m disappointed that I came to Canada — a Canada that it is very, very difficult to find Canadians who are passionate about the American-Canadian relationship,” Well, my view is that the remarks on Canada becoming the 51st state have everything to do with that and the Tariffs are just icing on the cake. And these remarks pissed off the larger Commonwealth. So in less than a year we see that Tourism was affected and still is, now there is a chance that Defense Spending is also speculatively effected and when two comedians move to Canadians channels advertisement money and media revenue go down (the way of the Dodo) as well. Is that enough clarity mister Ambassador?

As such there is word out that plenty of nations have had enough of President Donald ‘the duck’ Trump (according to a nameless source). I am sitting on a fence seeing it all happen and the moment that CTV signs up Jimmy Kimmel and Stephen Colbert the larger change to media will happen. It might take a little longer, but the change will be felt all over California and New York and they didn’t have enough bad news at present (to they?) 

America showing these fields giving way to France and China will start a panic drive from Wall Street and I am speculating that this presents itself all the way to the Banks all over America. A setting we saw partially coming, but the setting of Jimmy Kimmel will be a lot more profound. I wonder if the man can transfer to talking Canadian soon enough (like: a boot, instead of about) and so on.

Have a great day, and don’t forget Digital advertising in Canada can be done through Pound & Grain, Major Tom and GVN Marketing. Both Jimmy Kimmel and Stephen Colbert could receive pages on https://www.ctv.ca/ as soon as they switch channels. So how is that for thorough?

I reckon that Saudi Arabia, Egypt and the UAE can find their way around https://www.mbda-systems.com/

So, now lets see if I can get a few dollars out of that setting? (One has to respect one’s bank manager).

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August 5, 2025 · 13:12

Where the coins are

Yup, there it is, I said it. The article (at https://ara.tv/4eecj) gives us ‘US, Saudi Arabia hold high-level defense meeting at the Pentagon’ and right of the bat, we are ‘fed’ a lie (as I see it). We are given “The Pentagon’s top policy chief called Saudi Arabia a “critical, longstanding defense partner” working to become more capable and self-reliant.” Why is it a lie? Well, the Kingdom of Saudi Arabia has been waiting for inclusion into the F-35 program. So, even as Belgium is included into that program, they are still awaiting delivery. Belgium a European nation that was overrun by the German army in 18 days (it took so long as most German soldiers were on foot or on bicycle) that country is more prestigious than Saudi Arabia? #JustSaying

I reckon it is the reason that China is making massive headways into the Arabic nations. And there it is, the additional quote ““The Kingdom of Saudi Arabia is a critical, longstanding defense partner for the United States that seeks to grow more capable and self-reliant in its defense. We are working hard to partner with Saudi Arabia to enable it to do so,” Colby said in a post on X.” I wonder when the defense department relies on X instead of the world wide news to disperse that information. It is a hard thing to comprehend.

I reckon that America is so desperate for cash (now that they damaged their tourism industry) that they can only turn to China and Saudi Arabia for additional funds. As Saudi Arabia has a lot more oil, the UAE was overlooked. But the setting is here America needs coins and as such I would have thought that someone in the Pentagon (it is rumored that this is managed by people at 1690 Air Force Pentagon, Washington, DC 20330-1670)

That being said, someone should have whispered to them to include Saudi Arabia to the F-35 list, but who am I saying this? I am still happy to get a nice bonus from the Chengdu Aircraft Corporation (CAC) (at No. 88, Weiyi Road, Huang Tianba, Qingyang District, Chengdu City, Sichuan, China, postal code 610091) If you can’t beat them, join them I say. And I was always happy to get a nice (optionally fat) check. The new apartment will set me back $7M and there is the need to get some cash to the UAE (my optional Yas Island retirement location), as such bringing a customer the size of Saudi Arabia might get me my dream retirement.

As such you might wonder why this byline? That is easy as we are given “Colby welcomed Saudi efforts to build up its self-defense capabilities and “to make greater contributions toward achieving shared regional objectives,” Parnell added. The meeting came amid a series of recent US arms sales to the Kingdom. Earlier this year, the Trump administration approved a $3.5 billion weapons deal that included 1,000 Advanced Medium-Range Air-to-Air Missiles (AMRAAM) and 50 AIM-120C-8 guidance sections.” I say that either Pentagon policy chief Elbridge Colby has a doofus (aka dodo) as a personal assistant, or he has been missing briefs for years. Saudi Arabia steered to self reliance in several fields (including defense) even before 2019, so the response you read before might be seen as nothing less than a joke. As for the ‘funds’ already spend, as I see it, Chan is just as willing to receive such payment for its abilities for Saudi Arabia to defend itself. I get that there is one stronger and one weaker. But I do not know who that is between these two. As such it might be anyones guess. I suggest you ask someone at Raytheon who has the better equipment and why.

So it is nice to see this article and there is no blame on AlArabiya, but until it refers to America seeing Saudi Arabia as a full fledged partner in global defense by selling them the F-35, these stories come across like that moment in Oliver Twist asking for some more. Charles Dickens wrote about that little orphan in 1838, so it might have been a while. Still the setting of America bothers me, not the meeting with Saudi Arabia, but the building of not-so-good moments in several areas in America going from tariffs to tourism. America is bleeding and through their own actions they are bleeding allies just as quickly as anything else. Not even the penguins on McDonald Island are happy to see President Trump.

So as we are given the final quote ““Both leaders recognized US-Saudi defense cooperation as a force multiplier for regional security, and reviewed opportunities to deepen cooperation,” said Parnell, the Pentagon spokesman.” Well, as a non-Pentagon source might I suggest including Saudi Arabia as another party for the F-35? That should deepen cooperation by a lot. #JustSaying

It is moments like these that I wholly embrace the old saying “Sarcasm is great, when it backfires it become irony” and that is important too, so just in case AlArabiya is hungry for more stories, the address of the Chengdu Aircraft Corporation can be found in the story. 

Have a great day this Tuesday, it’s still Monday in Vancouver, so they get this article in about 14 hours.

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July 24, 2025 · 05:35

An interesting morning

This morning I was given an article by Amway media (at https://amwaj.media/en/article/why-china-cannot-sway-saudi-arabia-to-shift-away-from-us-weapons). It took me a second to let it sink in, but as it did, it took me back to May 27, 2023 when I wrote ‘Ding Ding, the premise is set’ where I gave my view on the Chengdu Aircraft Industry Group and the dangers to America as it would be able to get the Government of Saudi Arabia as a new customer. The story (at https://lawlordtobe.com/2023/05/27/ding-ding-the-premise-is-set/) was not the first one that I had set and here (two years later) we get the setting “if Chinese weapons are more or less on par with their western equivalent, why does Riyadh still spend billions on American weapons?” Was that really the case? I believe it was that Saudi Arabia wanted to play nice so that they could get the F-35 stealth fighter, it is beyond me that America took that card out of the deck and as I stated that the Chengdu version could be ready to get China as a customer for it would have been a massive hit for America, Lockheed Martin, Northrop Grumman, BAE Systems, Pratt & Whitney and Raytheon. It would have been a massive coup for China and the Chengdu Aircraft Industry Group. So as I read “When Pakistan’s Chinese-made J-10 fighters reportedly downed India’s advanced French-made Rafales during dogfights in May—including one confirmed by US officials—it marked a turning point: Chinese weapons had proven themselves against western counterparts in real-life combat” I actually read a simpler setting. Are the sales teams of the Chengdu Aircraft Industry Group (and optionally Governmental China sales teams not hacking it? 

I am not a pilot (not even an aviator) as such I lack the knowledge to set the premise. But I would have given the setting of training one squadron of Saudi pilots in China on the grounds of Chengdu a very first priority. Getting pilots in the mindset of China would have been a first. Was that done? As such the quote ““One of the reasons why Saudi Arabia prefers western weapons over its Chinese equivalent is because Chinese weapons have not seen combat in recent years,” a researcher specializing in Middle East affairs at China’s Northwest University told Amwaj.media. “This may change now that the Chinese-made J-10 fighter jet has drawn its first blood”” I understand the premise, but I do not agree with it. As I see it, Russia and China are on decent par with America, They are always inching towards or ahead with each other. Don’t get me wrong, America has a great record, yet as I see it America has lately bungled a few fields. The first bungle is the USS Zumwalt, the ugliest ship in American navy (as I personally see it) and then there is issue with  key technologies, like specialized 155mm rounds, that are massively expensive. As such the Zumwalt class (that are set to just three vessels) for the grocery price of $8,000,000,000 per vessel. Making the destroyer decently more expensive than the USS Blue Ridge and a lot less operational, especially as ammunition of the Zumwalt is too expensive to afford (according to US Congress) that is a mere beginning. In 2021, I quoted (from ABC) “He said the combat jet currently had almost 900 design flaws, with seven considered critical.” This is in regards to the F35, as such China had options to get its foot in the front door (a bad manner sales technology) but at that point China gets the option to offer a solution to the Saudi government. It just occurred that this might be a reason. What if America isn’t keeping Saudi Arabia from the F35 for exclusivity, but to hide the fact that whatever Saudi Arabia gets will expose the flaws of the F35 to a much larger audience? I don’t know, I am merely postulating the thought of the reason why you want to keep an ally like Saudi Arabia away from a priced exclusive dinky toy (sorry, I just had to go there). 

The next setting is a decent one, Amwaj gives us “Yet, despite China offering cost-effective and no-strings attached alternatives, Saudi Arabia continues purchasing the majority of its weapons from the US. During President Donald Trump’s visit to the Kingdom in May, the two sides signed a historic 142B USD arms deal, the largest of its kind. This dynamic reveals the deeper truth in Saudi strategic thinking: purchasing weapons are more than commercial transactions, they are investments in a strategic partnership.” That could be the case, yet the way America treated Canada gives rise to the ‘strategic partnerships’ and that is on me, I could very well be seeing this wrong. But the flaws into America’s settings in design, in execution and in realism gives rise that Saudi Arabia needs to diversify beyond America. We are given “Eurofighter Typhoon, Rafale, and Gripen. While the Eurofighter Typhoon incorporates some low-observable features, it is not considered a true stealth aircraft like the F-35.” As such, as the Rafale was ‘defeated’, China becomes the one diversifying direction and most likely the better choice over the Sukhoi Su-57 (after all, NATO calls it a Felon). And there is a geopolitical setting against adopting the Russian variant, as such Chengdu wins. That is if America keeps on playing the F35 as a Trump card. 

I reckon that adapting Saudi pilots to the Chengdu solution is a first setting and if Saudi Arabia gets an $80B discount on overall purchases, over 3-4 years and I reckon that it would go a long way to get Saudi Arabia adapt to Chinese airplanes and that would be a massive win (for China), as it would set the stage for Egypt and Indonesia adapt the Chinese versions as well (an optional presumption). A stage where China goes from 1 to 3 customers might be very appealing to China (say: Chengdu Aircraft Industry Group) 

And this is the setting that Amwaj media exposed, well I set the premise at least 4 years earlier, but that is fine. Then we get the one true hard setting that Amwaj ‘exposes’. It is “Given Washington’s history of attaching political conditions to arms sales, Riyadh rightly fears that its predominantly American-made arsenal could become leverage to compel compliance. Most recently, this was seen in 2021, when the Joe Biden administration suspended offensive weapons sales in an effort to induce the Kingdom’s exit from Yemen.” The alternative, is that considered and correctly phased? If Saudi Arabia completely changes to Chinese weaponry, is that a hindrance or a opportunity? China will see it as a win, but it is not what China wants, it is what is preferred and what is best for the Kingdom of Saudi Arabia. That is the center stage and that is what matters. What is truly best for Saudi Arabia and that is up to the Saudi government. I have no idea because it requires several academic degrees and data that I have never had access to. Because if one domino topples, so will others. As such what is the Priceline and the cost of doing business. I might know some, but I have no idea on how the dominos are stacked. As such it is a bit of a minefield and whilst I would (as a commonwealthian) applaud the setting where Saudi Arabia adopts the Eurofighter Typhoon, there is a timeline to consider. It is not 5th generation and there is no real timeline for when the Eurofighter Typhoon gets to evolve into a 6th generation stealth fighter. And lets be clear, there are no clear timelines when its real enemy (the presumptuous Iran) becomes a real danger to Saudi Arabia and that is the flaw that is both a setting of hindrance and the optional danger block. These elements matter, but as I see it America needs to act, because the longer it delays, the larger the danger becomes that Saudi Arabia is forced to choice another direction and whatever direction Saudi Arabia selects would become a splinter in the board of toppling the America economy that America cannot undo, that much is clear and in this day and age, as America is alienating its allies, it needs to secure the settings it has. 

That is merely my view on the matter. Have a great day, 95 minutes until my breakfast.

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February 5, 2025 · 13:25

News to me

That happens. I do not know everything and it is not my business to know everything. I learned that early in life, before I know thought I knew everything, I learned as I took the oath of a radio operator, that there is a price for knowing too I much and as such I tried to ‘calm’ the need to know too much. When it is in my business to know, I try to know the materials pretty thoroughly. I tech support there was one program I had to know, but I had to know it on dozens of systems and  for the most I knew the goods. This is not some spreadsheet or a presentation program and you know the in’s and outs of the program (not dissing these software solutions) but in one program know the issues on IBM MVS, DEC digital VMS, AS/400, Sun systems, Unit systems, Windows Systems and a whole lot more, and every mainframe had its own coordinators handbook. For the most it was OK. The dealers could help its own customers but when working deeper they came with questions on installation, data cleaning, syntaxes of the system and of course the limitations that existed per system. In an age where there was no system (it was promised, but was always a month away) I kept my head above water. So what does this have to do with the current issue?

It was given to me in the Conversation (at https://theconversation.com/trumps-trade-war-is-forcing-canada-to-revive-a-decades-old-plan-to-reduce-u-s-dependence-248433) where we get ‘Trump’s trade war is forcing Canada to revive a decades-old plan to reduce U.S. dependence’ it is here that we are given “After threatening Canada and Mexico with illegal tariffs, and Canada with annexation, United States President Donald Trump has agreed to hold off on imposing tariffs on Canada for at least 30 days. This decision came after Prime Minister Justin Trudeau spoke with Trump and committed to strengthening border security” with the added “Early responses seem to have coalesced around two policies: for Canada to trade less with the U.S. and more with other countries and to strengthen the internal Canadian economy.” This implies that the free trade agreements were signed up with that in mind and to ‘diverge’ Canada to go that way. It seems weird that the ‘councilors’ of this US administration did not hammer on this, or seemingly did not hammer this. You see, as I see it President trump shot himself in the foot here. And then watered all over himself. Two distinct settings that could have been avoided. Now America faces tariffs themselves and come to boot Allies of Canada are signing up deals on all markets which will cost America dearly. It also means that the Commonwealth will become stronger as one together. I don’t know (at present) where India stands, but in retail and pharmaceutical solutions there is every chance that Canada will seek solutions in that field. So as we see “But it will impose significant costs on Canadians and require a fundamental readjustment in how we think about our economy and society.” This might be fair, but that all depends on what India could help save Canada costs, if that is achieved (though pharmaceuticals mainly) the net savings for Canada are a lot greater then expected. There will be cost in the beginning yet in the end it might work out cheaper (not easier) for Canada.

Then we are given “In 1972, then-Secretary of State for External Affairs Mitchell Sharp wrote a paper called “Canada-US Relations: Options for the Future.” At the time, international politics were in a moment of transition, and the U.S. was recalibrating its understanding of its national interest.” It is here we are given (at https://gac.canadiana.ca/view/ooe.b1557737E_001/329) a lot more then we bargained for. It is a 332 page paper, as such the 46MB file is not here, but in its original location. As such I would surmise that American administrations forgot about ‘the U.S. was recalibrating its understanding of its national interest’ it seemingly forgot about this. I prefer to think that the setting of pending bankruptcy is making them knee jerk themselves into the next month and the next and the next. Yet there is a rather nasty hindsight to this (not for me). There is a rather urgent need to reassess criminal behavior. So the settings we see in London and other cities (like Los Angeles) imply that a more Venezuelan setting will come to America (thanks to Steve Inman) his comments are setting a new side to the debate. There is no doubt that these ‘free $1000 thefts’ will result in a need to shoot to kill escalation and for the most no one has a problem with that. This escalation is right on the horizon now. The $1000 misdemeanor setting will  (according to some) take care of the freeloaders and especially shopkeepers are fine with that. So as America does away with its freeloaders we still have an issue in Canada and for the most part I hesitate to consider what made America consider its tariff setting, especially as Canada was considering the paper in 1972, it might have been long, but not too long and in light of current trends this setting was on the horizon as were other options and now that America is feeling its first brunt with BRICS, there was a cautious tale on the horizon. And now that the US administration is setting up a ‘Sovereign Wealth Fund’ with the underlying ““We have tremendous potential,” Trump said while signing the order from the Oval Office on Monday. “I think in a short period of time, we’d have one of the biggest funds.”” (Source: The Guardian) I personally disagree. They HAD tremendous potential and now that they started the tariff wars (it doesn’t matter if it is on hold for 30 days). Canada is now looking at setting additional channels with the Commonwealth, whilst diminishing trade and we now see that there is a 1972 paper who did the hard stuff. The question is how much of that is still valid. I actually don’t know that, but I left the link for your reference. Then there is the options that America left on the floor and now China has an inner track to set a lot more towards the Kingdom of Saudi Arabia. I mentioned it more then once in the last two years. As America stifled the sale of their F35, China has been active on at least two weapons trade shows to give rise to the Chengdu J-20 from the Chengdu Aircraft Industry Group. Did you think that China left a call for a few dozen billion unanswered? At $110,000,000 that implies at least 3 squadrons and guess what, they will not be compatible with whatever Northrop Grumman or Raytheon has to offer. As such there could be a bigger shift in that setting. And as soon as China ‘proves’ that the Chengdu J-20 is at least equal or even superior to the F35, America loses that game too. You see, China only have to prove it is at least equal, a much lower threshold. Add that to the Canadian setting and as Canada can prove goods to the UAE and Saudi Arabia (optionally Egypt and Bangladesh) that are a few more markets where Canada will get slices of pizza that were meant for America. All that for a tariff? So how much more does America have to lose to show its ‘Sovereign Wealth Fund’ to be close to irrelevant. Yes, others will profit too. Yet Canada never wanted this setting in the first place and that is where short term considerations make some lose ‘their’ war. And just for consideration. Fentanyl is not new. As given by some “Fentanyl was synthesized in 1960 as an intravenous anesthetic and went on the market in the U.S. in 1968. Transdermal fentanyl was developed in the 1980s and was subsequently used for pain management in cancer patients” it was invented by the Belgiums and it has been on the market over half a century. So it is not new, the (speculated) non-actions by America made it an easy drug to score big on. In addition, it is a pharmaceutical  with a boxed warning. So why is it not a controlled substance set to a narcotic? Lets consider that narcotics were ‘outlawed’ in 1914 and went to the American market in 1968. So why was it even allowed? And even as we see in the Conversation where we are given “For the Third Option to be viable today, Canadians must embrace an independent Canadian identity based on respect for democracy, pluralism, the rule of law and human rights. It likely requires consensus that U.S. authoritarianism is wholly unacceptable to Canada.” And this third option point is now reached and so far (as is visible) nearly all the Commonwealth nations. As I see the Australian parties weaseling (my personal assessment) as “Australian Trade Minister Don Farrell is seeking talks with America” (source: News) where we see no clear message to Canada in support as a Commonwealth nation (like weasels as I personally see it). At this setting Scotland shows itself as a much more honorable Commonwealth nation, but the larger issue will be India, as that is where the massive parts of retail goes. I get that India is playing a sensitive game but something must give at some point, Canada needs us now. From a personal note, Canada was there for the Netherlands in WW2. As Dutch born I will stand with Canada on this.

Yet the larger setting is missed. In the end Canada is not the larger play. It will be China and what it can grab from America on the long term from them involving Saudi Arabia, the UAE and optionally Egypt as well.

So have a loverly day and if you are in America try drinking Tim Hortons for a change. It might wake you up faster, stronger and better.

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February 6, 2024 · 00:51

At the start of round two

I have stated more than one that America has a problem, it has a few, yet this was about defence spending and others aren’t spending it on American soil. I have been called crazy, cranky and delusional (no idea where the cranky part came from). Anyway, today I see that Saudi Arabia has a MoU (Memorandum of Understanding) with Leonardo defence.

From one source I am getting “The Ministry of Investment (MISA) of the Kingdom of Saudi Arabia, the General Authority for Military Industries (GAMI) of the Kingdom and Leonardo announced yesterday the signing of a Memorandum of Understanding (MoU) with the intention to discuss, develop and evaluate a range of investment and collaboration opportunities in the defence and aerospace sector.” Some will say ‘so what?’ and until recently I would have agreed. I never heard of them, that doesn’t mean anything, but when you consider that the amount (unverified) is rumoured to be around a billion dollars, the case starts to give a different stage. China is taking a massive slice, Germany and the UK are on the pie hunting side and now Italy takes a billion too. This means that the pie that America one had, what is left is a lot smaller and a lot less impressive (for America that is). 

So the pie that was overwhelmingly America (Raytheon, Northrop and a few others) is now set to at least four additional players and even as we do not know the slice of China, there has been a few indicators (unverified) that it amounts to billions. As I personally see it, this is the result of biting the hand that feeds you and I never saw any clear evidence of what happened to that columnist no one cares about. That is the larger station. In addition to this, one source gives us ‘Fifteen Spanish companies compete for a slice of Saudi Arabia’s military pie’. There is no way to see how far they get and the defence market that is going on right now has 700 arms manufacturers trying to get a slice of $71,000,000,000. It is anyones guess how much is left after China gets its slice. All indicators give me that they are succeeding, in least in part, in securing that revenue and that is revenue that is lost to America. I feel certain that players like Raytheon will get a slice, but as far as I can tell it is rumoured to be the smallest slice they have gotten in a decade. 

And a lot of this could have been prevented, but feel free to think that my delusion. 

I wonder what news we will see next week when the trade fair is over. Yet I feel that a few European firms will be happy on what they were able to achieve. The largest setting That I expect at some point is that FN Herstal and/or the Herstal Group will place facilities in Saudi Arabia to see the setting that Saudi Arabia has advocated for close to 3 years to have 50% to be produced nationally. I reckon that FN Herstal/Herstal Group might reconsider that setting and move some of that to Saudi Arabia, not only for the slice of pie, but as part of Brics their dance-book will open up to several players. There is no data showing this to happen, it is pure speculation but that move makes sense to me. You see if FN Herstal doesn’t China and their AVIC, CASC, CETC, CASIC, CSSC, CSGC could get a lot more revenue. Norinco is unlikely to make that cut as it has been a really bad boy, but that could be my personal view on the matter.

Enjoy the day.

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December 2, 2022 · 19:04

Would you like some sugar with that?

I got a message yesterday which I initially ignored. Nothing wrong with the message, but I can only go to so many places in an hour and this message stretched me too thin, as such I let it be. Yet this morning I had a few moments so I checked out the message from Defense One. It gave me ‘US Trying to Persuade More Allies to Send NASAMS Missiles to Ukraine, Raytheon CEO Says’ (at https://www.defenseone.com/business/2022/12/exclusive-us-trying-persuade-more-allies-send-nasams-missiles-ukraine-raytheon-ceo-says/380382/) the thing triggered something, but I did not exactly know what was triggered. I thought I knew, but it was too far into the past for that to make sense. Yet the article set me straight. Initially we might see “U.S. officials are working to broker a deal with NATO and Middle Eastern nations to send some of their NASAMS interceptors to Ukraine, Raytheon Technologies CEO Greg Hayes said Thursday”, it did not help me much and “the Pentagon awarded Raytheon a contract for the first two NASAMS batteries. The company delivered the interceptors within six weeks, Hayes said, because it had many parts on hand and because Doug Bush, the Army’s top weapons buyer, helped speed things along.” So I had to seek out more information and there the other cog fell to the floor. NASAMS or Norwegian Advanced Surface-to-Air Missile System is the child of the Kongsberg Defence & Aerospace (KDA) and there the cog felt. It is a system from 1980. Kongsberg is led by Eirik Lie (weird name for an honest person). And there my defence knowledge partially kicked in. I knew of it, but that is about all I had. The Norwegians had designed the system to replace two Nike Hercules facilities in defending Norway’s southern air bases, where it would act in conjunction with F-16s in providing a layered defence, and that it did very well. I reckon that the engineers are proud as peacocks that this system can go to town on Russian missile systems 42 years later, there is no replacement for true innovation. I always said it and here you see it. OK, it was upgraded to a third version in 2019, but still it was tailored to a good design. And now we see Raytheon seeking assistance (of a sort). Here is also the problem I see. If manufacturing is a hard part, there are two sides to helping out now. What if this was Russias plan all along? What happens when Finland, the Netherlands, Spain, Oman, and Chile ship what they can ‘spare’ and a week later Spain and the Netherlands feel the brunt of running low on stock? I am not saying that this will happen, but the steps of Russia have to a larger extent not made sense and the pro-Russian coalition of the Dutch FvD will use that setting to every extent and that leaves a bad taste in my mouth. 

An alternative could be to assist Saudi Arabia with their 2030 goals and create a NASAM production facility there. If distributed manufacturing is a solution, creating an additional pool of manufacturers would become essential. In addition, the US and EU need every positive vibe they can muster as such the option has two benefits. Adding these solutions to Germany, Sweden, Denmark and France make perfect sense as well. When that happens we see five additional manufacturers, but that is not a short term solution, Ukraine needs missiles now and 2 years is too long. Yet with 5 additions, 2 years would be shrunk to 13-15 months, already a large saving. Now sending part of the needed missiles makes sense as there would be 5 additional creators. I see the simple setting that resources are required, then we see the manufacturing and after that shipping. The last part has plenty of options, the first two less so, although we can see that manufacturing is the bottleneck, Russia will soon see that if these 5 nations unite, Russia will end up having less and less options. And that is before we consider alternatives, You see Iceland has only 4% unemployment, but it might be reason to create another plant on the US base there (or next to it) which could create up to 2500 jobs. As such we see six options, is it a solution? I honestly do not know, but when the waiting list is two years something needs to give and it would be nice to see this before Russia gets to be creative with their missiles, ask Poland how that worked for them. The EU (US too) needs to act now, but merely getting others to send what they have might not be the safest path, not with current timelines. That is how I see it and if someone says I am wrong, I will not deny that my idea was completely ‘ad hoc’ and it would require scrutiny, but what would you do when you get told that anti-missile solutions are two years away? Especially when you consider what Russia is doing to the civilian population of Ukraine?

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February 15, 2022 · 22:14

What did I say?

I have said it again and again. The US is in several dangers, financial being a large one and Al Jazeera gives us ‘UAE arms deals: What weapons is the Gulf state buying and why?’ (at https://aje.io/pn5gad), it is the second line that should concern people. The mention of “purchases from South Korea, Israel and France”, Israel makes sense, its Iron Dome is pretty essential in any defence setting, yet the US is not one of the mentioned, so no Northrop Grumman or Raytheon. It is South Korea and France. France needs the sales, but in the end, the US is overlooked (again). There is a setting that the US could still set itself on and that is to grow UAE defence growing, Manufacturing plants in the UAE (or Saudi Arabia), but there is no real information on where the GAMI is going at present, so when we see “has one of the most potent air defence systems in the region, relying mainly on American-made weapons like the older HAWK missile, the more capable Patriot PAC-3 missile and the THAAD air defence system which was used for the first time in combat this year, destroying a Houthi missile” we also see that out with the old and the new is increasingly likely not going to be American, so when one changes, where does that leave the sales pipeline of the US? When one falls over, where do the others go? Consider that the HAWK was not the latest solution when I left the army 20 years ago, so why are the American salespeople not all over that wreck from day one? It should have been a clear path for the US to cement a better stage with Saudi Arabia, the UAE, Bahrain and optionally Qatar. If they can keep one of these four it is close to a miracle. And at the edge is China, ready to sell whatever they can and when I initially stated that the US could lose hundreds of billions everyone was stating that I was nuts, that I was demented and I didn’t know what I was talking about. Over the last months we have seen activities that show that the US is in a sliding place and now Al Jazeera adds to that. People might laugh at the size of the UAE, but with the UAE the options for Saudi Arabia, Bahrain and Egypt will also grow and neglecting any options is folly and it could cost the American industry a lot more than anyone bargained for. It might be merely my view, but so far I have been spot on, something the others will yet have to prove. 

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February 13, 2022 · 16:41

When the well dries

This is a setting many businesses know. They want to get back to work and they are unable to. The well has dried up, the people after sitting (forced) at home, being with family suddenly start remembering what is important. There is of course the other issue of issues like discrimination, ageism and a few more isms. Suddenly these places cannot find the people and they cannot approach the people they turned down 2-3 times. The well has a bottom and that bottom is in sight. For those seeking jobs the meadow clears up, the more stupid people with their anti vaccine issues, the more will be dead and that means jobs and cheaper houses. A blessing on all houses so to speak. In the UK yesterday 167 jobs opened up (speculation as I do not know the age groups) and in the US up to 873 jobs opened up, the meadow looks like a decent place in the sunshine. So between the UK with up to 159K lost workers and the US with up to 942K lost workers the pickings for some are rather slim. So when I initially saw ‘Raytheon says it is a ‘target’ of a DOJ probe into industry hiring practices’, I wondered what was up. Raytheon is no  WallMart so their sea of choices was never very big to begin with and the people have a much larger need to stay at home. It was “Raytheon had received a subpoena in late 2019 focused on alleged hiring restrictions between Pratt & Whitney, a subsidiary of Raytheon, and some of its suppliers of outsourced engineering services. It also included requests regarding Collins Aerospace”, as well as “A former Pratt & Whitney employee and some other employees of outsourced engineering suppliers were charged in December for restricting the hiring and recruiting of engineers and skilled labourers in a way that violated antitrust laws.” I get it, there are certain rules in place and they must be adhered to, yet this is almost ludicrous. You see Pratt & Whitney is a subsidiary of Raytheon. It seems out of focus and out of touch. We see more detente between Vladimir Putin and Joe Biden in these heated times. It feel like (a personal speculation) that someone at Pratt & Whitney would like their sibling organisation to be valued a little longer. It feels highly political and that is a weird stage for Raytheon to be in. Now I get it, there are laws and I am a creature of laws, so there is a setting I can appreciate, especially when it is between two of the three (Google, Amazon, Apple), to see the DOJ go batty on Raytheon and its sibling seems counter productive on a few levels, and more in these hard to find people times. 

Oh, and due to shoddy programming on the side of Reuters, the link has not been added here today. The stage is not properly set (for both Raytheon and Reuters), I am not sure what to think, and wherever I look Raytheon comes out as the employer to be with in many places and many sources. So there is a real drive to get to Raytheon. The question becomes ‘How does Pratt & Whitney fare?’ Well checking that, it seems that these people are in a similar setting as Raytheon is. As a sibling of Raytheon it makes sense. So I go back to the DOJ need, why is this on their table in the first place and when setting the stage to ‘former Pratt & Whitney employee’, I wonder what his/her beef is, more important when the ratings are that good, why would anyone want to leave Pratt & Whitney? I am not making an accusation, I am asking and the fact that the Reuters article was lacking on several sides, optionally hoping that the name Raytheon would call the reader in (which in my case it did), there are all kinds of questions. Yet I hope that the DOJ realises that 942K people left to job pond (in a coffin), the need to look beyond the law seems essential in this case. And that is just the US, whatever they have in Australia will have its own numbers and consider that Northrop Grumman, General Dynamics, and Thales are fishing in the same pond, the issue is a dangerous one and it merely helps their opponents. 

This can be seen in mere minutes, so the DOJ issue whilst based on a perfectly clear legal balance (one Reuters never presented), is still a dangerous place and when siblings push them into that limelight, I merely wonder what is going on. 

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