Tag Archives: SAMI

Retail 101

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

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

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

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

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

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

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

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The three day delay

Yes, it is not new, I had my go on this a few times, yet due to what we see now, after three days, it is time to renew this event. It started basically in 2014, the Yemen war became something serious and the west had no idea how to react. They reacted poorly and to make matters worse, events driven by Iran was kept out of the news. The people got a one sided story. Over time weapons sales went stale, were blocked and the defence of the Kingdom of Saudi Arabia was a setting of debate by people who had no clue what was going on, because the ego trippers needed their Iran peace accord through a nuclear deal, something that even now is still not done. Matters became worse when the west decided to spin the events around Jamal Khashoggi in October 2018. So even as the press al invoked “By 16 November 2018, the Central Intelligence Agency (CIA) had concluded that Mohammed bin Salman ordered Khashoggi’s assassination.” In this that the CIA stated that is was highly likely that this had happened, but no evidence was EVER brought to light. No evidence that could survive the rigours of academic investigations. The essay by the United Nations did not help any, that is for certain. Then we get the hack of Jeff Bezos, a disgracefully inadequate report by FTI Consulting. It is important to take notice of the Verge (at https://www.theverge.com/2020/1/23/21078828/report-saudi-arabia-hack-jeff-bezos-phone-fti-consulting) that also gives us “Facebook’s former chief security officer Alex Stamos, for example, said that there was “no smoking gun” in the report. Some researchers said that FTI should have been able to analyze the encrypted file that the crown prince sent Bezos which reportedly hacked his phone. And one said he didn’t see evidence in the report to suggest that Bezos’ phone was hacked.” I believe that Jeff got hacked, but there is no clear evidence WHO did the job, but there were some wannabe reporters that were really happy to blame the Crown Prince of Saudi Arabia. Even though several newspapers earlier that week showed that certain hacks allowed people to pretend they were someone else, and that too is missing from the FTI report. 

So we have all these negativity, projected on the Crown Prince of Saudi Arabia and now the US wants a favour? You have got to be shitting me!

So we get back to the article where we see “Why should America’s regional allies help Washington contain Russia in Europe when Washington is strengthening Russia and Iran in the Middle East?” And this is the larger folly, a stage where the wrong people cater to Iran, all whilst they require other stuff too, but you cannot get it both ways and now that China is stepping in gobbling up billions upon billions in sales and services, we see the US in a stage of denial. They now need cheap oil, all whilst the two largest suppliers are set to the mind that premium prices will do just as well. And I warned for these situations for years, but everyone was in denial. It would never come to that and now that it is coming to that, the US, the EU and others are in denial on what is required. So at present the oil prices are on the rise, just for how long is impossible to say, yet we also acknowledge that reserves are being used to stop the rise. Just how long until that stops? What do you think will happen when the reserves are gone, because most nations do not have that much in reserve. They can avoid the winter this year, but that will drain the reserves and even as they can build up some of those reserves during summer, winter 2022 will show to be the year that people will need to choose, be warm, avoid hunger and pay rent/mortgage and there is every consideration that many households will only be able to do one of the three, two if they are lucky. 

That is the direct impact of catering to the populist view, the price of adjusting one view for another, one deciding on what was likely, not what could be proven, ignoring what was proven (Iran attacks) and catering to something that is still not a reality (Iranian nuclear agreement) and Iran has clearly been catered to and now the kingdom of Saudi Arabia and the UAE are telling you all that enough is enough. You want oil at a premium, you got it and at a premium means that within the next 12-15 weeks oil prices might get back to the $130 marker, at that point, how much will it cost you to get groceries, to get to work, to get home and to refuel? All that whilst these two nations are now looking at China to deliver defence systems. Slap upon slap upon slap and now 19 hours ago we were given ‘Iran Says U.S. Is Responsible for Stalled Talks on Reviving Nuclear Deal’, another fiasco and the involved political players are all in hiding as not to get painted with that fiasco. So when you wonder what happened to the oil prices, it is simple. Your government royally screwed up and gave you the bill for their failure. 

So good luck with that.

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Ding, ding, prices are going up

After I wrote ‘A symphony in only two parts?’ (At https://lawlordtobe.com/2022/03/16/a-symphony-in-only-two-parts/) two articles appeared (might have been more, but these two lighted up). The first one is from a place called oilprice dot com. The article (at https://oilprice.com/Energy/Energy-General/Saudi-Arabia-Considers-Ditching-The-Dollar-For-Chinese-Oil-Sales.html) gives us ‘Saudi Arabia Considers Ditching The Dollar For Chinese Oil Sales’ with the added “According to the report, the talks with China over yuan-priced oil contracts have been off and on for six years but have accelerated this year as the Saudis have grown increasingly unhappy with decades-old U.S. security commitments to defend the kingdom.” OK, that is fine, but I reckon the way Crown prince Mohammed bin Salman Al Saud has been treated by some will not have helped. Moreover if China sets the barricades of pushing forward and aiding SAMI in getting the internal growth desired these pushes might come to fruition. We are also given “China buys more than 25% of the oil that Saudi Arabia exports, and if priced in yuan, those sales would boost the standing of China’s currency, and set the Chinese currency on a path to becoming a global petroyuan reserve currency.” I feel uncertain to answer that part, but consider that there is a limit to oil, consider that China will request not the 25% they get now, but 30%, with an overcapacity of amount X, now consider that Saudi Arabia (ARAMCO) does that and therefor the US (and west) will now receive 5% minus X less. Prices will skyrocket. More importantly in the last hours we saw ‘Boris Johnson Visits U.A.E., Saudi Arabia, Seeking More Oil’ and here too we see the British PM go home without any commitments, CNN even gives us ‘Biden demands faster drop in gas prices as oil tumbles’, so where is he going to demand that from? Russia? Venezuela? UAE? Saudi Arabia? The man who was desperately outspoken about making Crown prince Mohammed bin Salman Al Saud a pariah is now telling that same person to drop prices? Man does karma suck and then some? We see the stage of painful karma in article one, but why article two? That is seen as we contemplate the title ‘Saudi Arabia’s Oil-For-Yuan Bid Won’t Threaten the Dollar’ (at https://www.bloomberg.com/opinion/articles/2022-03-16/saudi-arabia-s-oil-for-yuan-proposal-won-t-threaten-the-dollar) it is a good and decent piece, but an opinion piece none the less. There we get “Is there a situation more absurd than two of the world’s most dollar-dependent economies promising to free themselves from the exorbitant burden of the dollar?” I believe that a few gaps are there. This is no longer a ‘too big too fail’ market. The US has a debt surpassing $30,000,000,000,000 and that debt is growing by billions a day. In addition in this economy that is picking itself up fuel prices could (could being the operative word) go up by 20% before October and then winter comes. You all watched the income of dreaded winter in Game of Thrones, now you get to see it in your neighbourhood (if you are north enough to see it for yourself). So the quote “it’s inevitable that the perennial chatter about the yuan challenging the dollar’s status as the world’s reserve currency should be revived. Such talk has always been fanciful — but it’s even more unlikely right now.” The man is not incorrect, but these talks have been going on for 6 years and in that time the largest one has surpassed a point of no return point in debts, and number two and three (EU and Japan) are not that far behind, they will take extensive damage if the dollar topples. Yes, we all here that noise “It will never happen” but really? How much debt will that take and when it happens, the Kingdom of Saudi Arabia will have to do whatever is best for the Kingdom of Saudi Arabia. The writer then gives us “The yuan punches far below its weight in terms of foreign exchange transactions, and the dollar punches above its weight” which to some degree gives us that Saudi Arabia might consider it and when the oil shortages start adding up, that move of Saudi Arabia solidifying longer and stronger walls with China the stage is partially set. Life in the US and EU will become unbearably hard. Even now Japan is trying to set up new stimulus packages and we saw how great that was for the EU, trillions in added debt and no restarted economy. Ad there is a direct link in support between the US, EU and Japan. So when these support structures collapse we see a sort of house of cards impact and that affects the global economy, no matter how you want to present that picture. Consider the simple stage of California. In Los Angeles fuel costs $5.876, now consider adding 20% to that, all whilst life in Los Angeles (all over California) is as expensive as it ever was. With the shortage of drivers and deliveries that market will sure to set a few more stages. In 11 districts in California fuel prices are (presently) the highest ever, so add 20% to that? You think it is impossible? Think again. The Middle East has given NO guarantees that there will be more fuel, it basically has no interest to do that, or to lower prices and around the corner is China enjoying the commercial stage the US (EU too) pushed themselves in and they get to direct the fallout of that setting. 

Now, there needs the be a clear message. “I could be wrong” an educated guess remains a guess, yet what I found is coming from decent sources and because the writers do not want to look into the dark corner does not mean that dark corner goes away, it merely means that whatever comes from there will come less expected and hits the people squarely on the jaw. And the setting that we see now has been growing month after month for about 2-3 years. So the people in that corner WANT this to happen. Like myself they are hoping for that fat bonus and some of them have received guarantees (I did not) So the people pushing this have an interest to push this. I do not care that much unless the 3.75% bonus comes my way. At that point I would state ‘Push all you want’ because that too is the result of a commerce based world and now the inhumane setting of that becomes clear. The US never cared when they got to call the shots, but that is now no longer the case is it? So when we see a president giving CNN ‘Biden demands faster drop in gas prices as oil tumbles’, they seemingly forget that oil prices were dropping when there was still supply at a higher price and there is a decent chance that these prices will go back up before those reserves are completely gone. And when they are gone oil volatility will hit American households all over (EU too). The dream of every family it own car will be to live in a stage of perpetual work at home because the people cannot afford to go to the office and then reality comes calling double quick. So perhaps yes, I do hope I get my bonus, if only to retire with a will to live and I am not alone in that setting. There are millions like me all over the world. 

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A symphony in only two parts?

That is the question at times. We see two events, two articles and we forget that there are a dozen other connections. I am not different, at times I overlook them too, not always but frequently. It is a mix of a larger stage, more connections, more unregistered events. Yet for now we start with the first nail in the coffin of American economy. The article from Reuters (at https://www.reuters.com/world/middle-east/saudi-arabia-invites-chinas-xi-visit-wsj-2022-03-14/) gives us ‘Saudi Arabia invites China’s Xi to visit’, the article states that this could be as early as may. Right before the Midterms in November 2022 the US is now likely to face that dozens upon dozens of billions walk from the US side straight into the hands of China (and me missing out on commission, darn). Is this a given? No, of course not. There could be a dozen reasons why President Xi Jinping might be visiting. But how often has ANY Chinese president done that? And Crown Prince Mohammed bin Salman Al Saud is eager to set his defence and SAMI to higher values and I was clear in the two years that this was coming and as far as I can tell, President Biden has soured the waters enough for this to become a reality. Some focusses on weapons being sold, I say in THIS economy you should not ignore the nations Saudi Arabia, India, Egypt, who are the largest importers. In this stage where the US HELD 37% and China only 5.2% the stage is now set where China can progress a lot higher on that list and should they get the bulk of Saudi and SAMI attention there is a clear stage where the new numbers will represent (2023/2024) could state that the US hold 25% and China then could be holding 17.2%, it then places China right next to Russian exports and the US a lot more to that stage, a stage where it is now an almost fair fight between the US, Russia and China, but to be clear was that EVER an economic stage where you WANT a fair fight? A stage where China overtakes both France and Germany as supplier? This is the stage that could inhabit the Middle East and that is merely the beginning. You see the partnerships that the Kingdom of Saudi Arabia and Egypt have also sets Egypt in the sights of China as a defence trade partner, a stage a few people overlooked and that drives Chinese export achievable needs up a lot more. So the damage to the US might increase over the coming year and those who want to be in denial, go right ahead, the article with ““The crown prince and Xi are close friends and both understand that there is huge potential for stronger ties,” the report quoted a Saudi official as saying. “It is not just ‘They buy oil from us and we buy weapons from them’.”” I like the part “It is not just ‘They buy oil from us and we buy weapons from them’” the best, it might not be merely just, for China that is a good deal in several ways and when that deal gives China more oil, it will mean that it gives the US less oil a stage they feared for some time and the oil market has been volatile on these fears alone. So when I was mentioning that whatever relief the oil prices give us today, tomorrow will be different and now we see that fear come to fruition, not immediately mind you, but the price of fuel will go up again and again, how high? I cannot tell but the stage where we saw the American administration make statements like “You can pump more oil, so pump more oil!”, it was nice but there is now every chance that the extra oil (plus a little more) goes to China. Will the UAE do the same? I cannot tell, but the US better become best buddies with Sheikh Khalifa bin Zayed Al Nahyan and Sheikh Mohammed ibn Rashid Al Maktoum, because if I see this right, the US will need every friend it can muster in their oil needs (a few others too) and in that need they better realise that catering to Iran will not merely be unrewarding, it will soon become dangerous on more than one field as well. I mentioned two years ago that yielding the Middle East to China would be one of the most dangerous things ever, and that was merely economically. Now we see one field exposed and the construction opportunities in Neom could also go towards China, a stage that makes the US (EU too) more and more irrelevant, a stage the US themselves threw upon their own economic needs. Now that it is becoming more and more realistic these people will not be allowed to cry with the “Why oh why” statement like little chihuahua’s. Or as my grandmother used to say “You do not bite the hand that feeds you” a practical lesson that the US will now face within the next 3 months and the 2 years that follow. A stage that the Biden Administration failed to spot in some stage of ignorance and now as we see it optionally unfold (it might be that President Xi Jinping is visiting to buy real estate in Neom) some might see the dangers that are coming the next year or so and the impact over the next decade. I merely loose out on commission (oh, poor poor me). 

 

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The next Furlong

Yes, that happens. We all look at races, we all enter horse racing (not betting I mean) and then we look as the wrecks stack up. This story goes back to 2019, I am certain I made mention before then. It was ‘The seventh guest’ (at https://lawlordtobe.com/2019/06/21/the-seventh-guest/) when I wrote “I would like to discuss the purchase of 20-30 Chengdu J-20 fighters. In light of both a first order discount, as well as a student discount (we are all students on the path of life), I believe that should the talks be successful, that 20-30 planes at a unit cost of $27.35 million (with rebates, discounts and commission applied), in addition the 2 years of full service with no regards to hours flown, mileage traveled or missiles fired. This is based on 2016 flyaway cost. The benefit is that these fighters will be directly engaging Iranian forces and as such you will have access to a massive amount of data enabling you to start on the 6th generation fighter, optionally making you the first country to have one. We would also be interested in the testing of the Xian H-20 prototype that is now nearing completion. If the specs are as they are claiming to be, it will help us in removing morale from Tehran and from the IRGC as a whole. In this the unofficial word is that the sky is the limit as regarding to the price of this place (my 2.17% commission still applies). My client is ready to upgrade several army based parts (both light and heavy guns), however I hope that this part can be tabled until Iran decides to attack directly, at which point Saudi Arabian boots on Iranian ground becomes a direct first”, and certain people laughed, the laughed loud and pointed at me. It would never come this far. And now we see (at https://www.globaltimes.cn/page/202203/1254377.shtml) ’FC-31 stealth fighter spearheads display of cutting-edge Chinese equipment at Saudi Arabia’s 1st World Defense Show’, there we see “The Chinese arms industry brought a wide selection of cutting-edge weapons and equipment, including the FC-31 stealth fighter jet, to the ongoing first edition of Saudi Arabia’s World Defense Show in Riyadh. China can provide finished advanced gear and also transfer technology that enables domestic development and production, analysts said on Tuesday.” And although I lose out on a commission of 3.75% (my life sucks), the stage I saw coming in 2019 is now becoming a harsh reality for the US and the EU. Not laughing now, are they? And it is not even the worst of the setting either. That is seen when we add ‘Saudi Arabia and UAE leaders ‘decline calls with Biden’ amid fears of oil price spike’ (at https://www.theguardian.com/us-news/2022/mar/09/saudi-arabia-and-uae-leaders-decline-calls-with-biden-amid-fears-of-oil-price-spike) the other part I discussed a few times over is coming to fruition (for the Kingdom of Saudi Arabia), the entire US pariah setting on lack of EVIDENCE is a bed they themselves made. You can call the consumer names again and again, but realise that this person can shop somewhere else and can not deliver to you, ask any supermarket, ask any grocer, butcher or baker. And now these stations are coming out, China is sitting on the sidelines laughing loudly. And the entire issue in the EU is not helping any. All setting I saw YEARS ago and now it is out on the 20 yard line the US is trying to set some premise to avoid the setting that was clear in the open. So when we now see the US playing courtesan to whomever will supply cheap oil, what was the direct label for such a person? It was clear as day and I illuminated that danger years ago and the blog is ‘evidence’ that I did so. A station that could have been clearly avoided from the start and that I perhaps the biggest failure of all. If I can see it and I am not the most clever person around (around two IQ points below Alan Turing) so why did THEY not see this coming? The lack of long term vision is staggering and the need for “also transfer technology that enables domestic development and production” implies that the Crown Prince Mohammed bin Salman Al Saud implies that he is now on track with the promise towards 50% in house manufacturing via SAMI (Saudi Arabian Military Industries), so the Kingdom of Saudi Arabia gets even with the people playing with them, these players are massively losing out on revenue (me on commission, darn) and these players are now in a much worse position all whilst China becomes the top dog yielding the bone the EU and US are basically fighting over. 

As such we now see how much a failure (for the US especially) Davos in the desert 2019 was. So whilst some state it was a ‘shameless return of business and government leaders to Saudi Arabia’, we can now clearly see that it is about to become a massive trove of revenue that could pass the US and EU by on a few levels and they did this themselves. It was not unforeseen and as such I wonder what the next stupid act we see coming from the US and EU? Contemplating larger concession towards Venezuela and Iran? I cannot speak on the Venezuelan side, I know too little, but the concessions towards Iran will upset both the Kingdom of Saudi Arabia and the State of Israel even more. And both could optionally sour the milk for both the EU and US for any 5G they hope to set in Egypt. Another place of revenue loss, was that not clear to these people?

As such I wonder how the next furlong will play out, because in the end the US and the EU are in a series of horse races. One race is defence spending, another is telecom spending and then there are still the infrastructure and manufacturing races on the schedule. All now with both the US and EU degraded to second or even third choice, because whatever you think the Kingdom of Saudi Arabia needs to do, it needs to do what is best for the kingdom and that leaves Russia as a contender (for now). Several races with less than optimal choices and it could have been avoided to a much larger degree. Do not take my word, investigate and form your own opinion, but as I see it it soon becomes another stage where I get to say ‘Told you so!

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Conjecture

To understand this piece, we need to consider the meaning, when we use conjecture we imply and mean “an opinion or conclusion formed on the basis of incomplete information”, the media tens to be in this state well over 90% of the time. They call it something else, something like ‘from sources who revealed this under condition of anonymity’, or perhaps you have heard the statement ‘people close to the matter revealed to us’, yet it remains conjecture, the information was not complete, it almost never is. So when the Middle East Eye handed its readers the headline ‘Can Saudi Arabia develop a major domestic arms industry by 2030?’ Early this morning (18 hours ago), I had to think this through. I saw the setting last year, or the year before and I shrugged at it. You see ‘a major domestic arms industry’ is generic, too generic. Yet the setting is interesting as it will remove billions in revenue from the EU and the US. This after all the BS the US and the European nations gave them is actually refreshing. But the generic side remains. It is hand weapons, armoured vehicles, naval vessels, airforce crates (an old term for airplanes) the list goes on and they cannot have it all, but a nation like Saudi Arabia could set in motion armoured vehicles and hand weapons. I want to continue, yet lets take a look the article (at https://www.middleeasteye.net/news/saudi-arabia-develop-national-arms-industry-vision-2030) first. We get to see “Saudi Arabian Military Industries (SAMI) – a state-owned defence company – set up a joint venture with the US aerospace and defence giant Lockheed Martin, which, according to a SAMI statement, “will develop localised capabilities by transferring technology and knowledge, and by training a Saudi workforce in manufacturing products for, and providing services to, the Saudi armed forces”” is point number one. Then we get “Riyadh has successfully been able to divert some money formerly earmarked for imports to developing domestic alternatives and has reaped the benefit in terms of Saudis employed, but the goal of going from two percent domestic spending in 2018 to 50 percent domestic spending by 2030 is unrealistic if Riyadh wants to maintain its capabilities and maintain an arsenal of the best equipment,” she said” which they get from Emily Hawthorne, Stratfor’s Middle East and North Africa analyst. Yet I am not entirely convinced. I agree that 50% will be a tall order, I am not sure if 50% can be reached by 2030, too much needs to happen. Yet 2035? Is that out of reach? I am not convinced. You see, we all focus on one side, but this entire enterprise has two sides and we seemingly forget that. You see point one gives us ‘training a Saudi workforce in manufacturing products’,  my issue is that this is a focal point not a destination. You see, the military is a destination, The focal point of that workforce needs to grow beyond that. To see this we need to look back at WW1, yes that long back! You see no matter how amazing the Sopwith Camel was (I think the New Zealand Airforce still might have a few), it came from the Sopwith Pup. A plane that was introduced by Sopwith Aviation Company in 1916, during the war, yet the company was founded  on 15 December 1913 before WW1, implying that the design was altered for war, which makes perfect sense. That timeline shows that there is a larger stage to any plane, often used for war later on, that premise changed as the arms industry saw the massive benefits of wealth during WW2. It changed nearly everything. The arms industryu continued, but came from something else and it also came from a direct need. For the Kingdom of Saudi Arabia (as my personal conjecture goes), it is in one part to strengthen national defence and it needs to diminish import in this area. A stage the others never had, they were always about the export. I tried to hide that clue in an earlier story named ‘The impact of insanity’ on January 20th 2019 (at https://lawlordtobe.com/2019/01/20/the-impact-of-insanity/), the clue was “The idea came from a famous Dutch bank robber named Aage M (70’s)”, it was a clue, because outside of the Netherlands this man and his book would be widely unknown. I used an engineering solution and made it into a stealth weapon (we all have a bit of Alfred Nobel in us). The secondary clue is seen now (which was unintended), but in the original story I did write “Yet, the brain needs nourishment, in my case it is music, I found out that different scores, will set my mind in different directions and it is not set in the style of music, Whilst one album gave me the brain jump to get me to find the Zumwalt pounder (initially merely a solution to take down the Iranian navy), it was David Bowie, and his album ‘the Next day’ that pushed me to make an initial design of the Elder Scrolls X (formerly known as ES6). I never figured out why it happened, merely that it does”, the underlying part I that other elements drive us to push other areas forward, the Military push is NEVER from the military, it comes from somewhere else, and in this case it is most often civilian needs. We look at the internet and decentralised computing (as DARPA brought it), but the stage is almost never in that direction. It is a business need that fuels a consumer drive and it then becomes a military option. That is more often the case. So look and consider Saudi Arabia, or as the fat cats say, a lovely large sandbox. This sandbox has it own approach, its own needs, elements and drives. We in the west think we know, but there is too much we do not and cannot know. 

So I give you an alternative, we tend to seek an understanding of what is available, yet what is the stage of observation? We look at planes, we look at drones, but what if we take this in another direction? What if we redesign a much older concept?

So consider the previous image and consider the Battle of Fleurus (1794) where they were used first. In those days they had to be big, but today, with what we have in electronics, we could suffice with something that could be found at Toys-R-Us. Did SAMI ever consider (perhaps they did) to use a whole range of stealth kites? We tend to look at it as something like 

Yet that was then, that was civilian, so who considered redesigning that kite in dark colours, make it more stealth like and give it its lightweight electronics that allow for a 25 mile observation with a 5G connection to its base station? No fuel, a silent observer in the night and one most ground forces will not see until it is too late. The Middle East is a different stage, its theatre of war is on grounds seldom seen in the west, as such different solutions will work. A thought that I have not seen explored by DARPA (speculatively) and Raytheon/Northrop Grumman (less speculatively). We all need to consider that the offered information comes from conjecture (even mine) as such I have n clear image of what actually is, but I can see where others did not look (which gave me my 5G IP) and now SAMI has another venue for investigations on what could be done to spend less in other nations (feel free to financially support this poor poor blogger) and consider what else no one has been looking at, because in one of the other stories I left another link, which involves two valves that apparently do not yet exist and that opens up other venues of export. It even gave me a third idea just now. It reflects on an old premise that started the origin of Ceramic glaze, it had different functions, now consider the two-part epoxy adhesive, consider that if it is in two parts, it is an adhesive, yet what if the container it holds has two liquids as well, separate innocent, but if you remove the separation you get a secondary reaction, a chemical reaction that does something else, we now have a nice little chemical detonator, no danger there, until it changes the compound it reacts too, we now have a different setting. All elements that have been abandoned for larger and more accurate electronics. Yet what happens when we change the need of electronics? They need batteries and they tend to have their own flaws, chemicals do not, we are all about relying on the latest ‘electronic’ solutions all whilst the people forgot to look at the other solutions. You see “It has some disadvantages too, e.g. higher cost per detonator and the need for intensive training for users”, when timing is not essential, chemical detonators have their own benefits and in mass production they are cheaper and the need for a larger trained workforce and assembly environment becomes less so, all elements that are not what the seller wants to give you, but the buyer can rejoice when it is faced that way. It does not apply all over the place, but the question becomes, what allows for a different curve that allows for a real application of reducing the investment a cost of developing an arms industry that is applicable to the Kingdom of Saudi Arabia by 2030, there were two elements, the first is ‘develop a major domestic arms industry by 2030’, the second is ‘spending around 50 percent of its military budget on local sources’, yet that could be seen in two parts as well, spend 50% less of its budget and spend amount X on local sources. If $10B is spend in the US and you can reduce it by Spending $7B less and $2B on local sources the trip is near complete. Consider in that the cost of a US drone (like the MQ-1 Predators) all whilst a refurbishes Kite might cost no more than $15,000. So we get $40,000,000 versus $15,000. Yes the MQ-1 Predators can do a lot more, but how effective is that in Saudi Arabia? Most look at how cool you can fly for $40,000,000, all whilst 15 kites can cover a lot more ground and these groups merely have to observe and guide the MQ-1 Predators to its destination. It is conjecture that we know what is out there, all whilst the term conjecture implies we never knew. Be honest, how many of you considered the deployment of a stealth Kite? A device that uses no fuel, makes no sound and in the dark desert is seemingly as invisible as the night. 

All this whilst we need to consider that as SAMI becomes more successful, the US and the EU will miss out on billions each year, a station that they themselves had a hand in creating. In that time I came up with two additional novel ideas (that might not work). Have a great day!

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Who is Miss Calculation?

There is something happening in the Middle East (there is always something happening in the Middle East mind you), yet the events of last week are seemingly larger and I am not sure in what direction it is heading.

There is a much larger stage and even as the media informed us on ‘Saudi royal arrests: Why top princes have been silenced‘ (source: BBC), we get “Prince Mohammed (commonly known as MBS) has displayed a ruthless ambition to force his way to the very top of the political tree“, as well as “The unfortunate subjects of MBS’s ambition this time were other members of the Saud family – most notably one of his uncles, Prince Ahmed bin Abdul Aziz, a former interior minister; and a cousin, Prince Mohammed bin Nayef (known as MBN), a former crown prince and interior minister – who were detained for questioning and placed under investigation for treason, although no charges have been made“, this issue is that this does not add up. In the first, the Crown Prince of Saudi Arabia is Crown Prince Mohammed bin Salman, that was never in question and there is no opposition in open play, as such the BBC statement (which is the same as almost every other statement in the media) is seemingly faulty. So why do I believe that I am correct and all the media is wrong? 

It is an important question as it gives rise to something much larger. In all this the intelligent part comes from Al Jazeera who gives us ‘There is a perfect storm brewing in Saudi Arabia‘, with the important byline “But why now?” it is the part that most media circumvented. 

The first we see is “Two separate issues are at play here. First is the sense of a crown prince on a mission to eradicate all forms of dissent and to ensure a smooth transition to becoming king“, I would want to question that, yet I know that I am at a loss in part as I am a non-Muslim, there might be parts of Islamic Law that I am unfamiliar with (as I am completely in the dark on Islamic law), as his father proclaimed him the Crown prince, I am at a loss why anyone would oppose the wishes of King Salman bin Abdulaziz Al Saud? As such the ‘why’ part is under scrutiny. 

Yet Al Jazeera has something to tell us, it starts with “Facing a range of parabolic pressures from domestic and international sources, the Saudi state is in a precarious position, with much at stake for MBS, the architect of the kingdom’s future trajectory” and it gives strength to the ‘Why Now’ part. We get a few “That this did not happen has been seen as a sign of weakness on MBS’s part” statements and the entire issue that revolves around Eggy Calamari (aka Agnes Callamard, the UN essay writer) should not be ignored. There are several players on the world stage shouting anti Saudi rhetoric, all whilst these people are not scrutinised on any issues that involves issues like evidence or supporting evidence. Yet the people who get the anti Saudi filtered news accept these accusations like gospel.

As such we see “these questions mean little domestically, outside the kingdom they contribute to perceptions of MBS as a reckless leader, prone to rash moves” and these issues keep on adding up, whilst the media refuses to scrutinise the information handed to them.

As such, as Al Jazaeera is stating the article by Simon Mabon, we get at the final end “The views expressed in this article are the author’s own and do not necessarily reflect Al Jazeera’s editorial stance“, as a Middle Eastern expert Simon has achieved a lot and knows a lot more than me, yet I have analysed data for over 30 years in all matters of complacency and the data does not add up. In all this we need to see ‘Behind the Russia-Saudi Breakup, Calculations and Miscalculations‘ (at https://www.nytimes.com/2020/03/10/world/europe/russia-saudi-oil.html), tere we see “With oil prices plunging and Russian state television blaming Saudi Arabia for the collapse of the ruble, the kingdom on Tuesday signaled what seemed to be an escalation. Saudi Aramco, the national oil company, said that on April 1 it would start providing customers with 12.3 million barrels a day. That is a 26 percent increase on its output before the deal with Russia collapsed” yet in all this, we see no reference on Prince Ahmed bin Abdul Aziz (former Interior minister), Prince Mohammed bin Nayef (former Crown Prince) and their Russian Links or any other international links, which in light of everything is equally wrong. Not that it was not reported by the Saudi Government but that the international media failed to investigate it. Even the Guardian revolves around “allegedly aimed to block crown prince’s accession“, all whilst Mohammed bin Salman bin Abdulaziz Al Saud has been clearly and accepted as Crown Prince of Saudi Arabia, in all this the lack of questions is astounding, but I guess that an inflammatory essay by that French girl at the UN will follow shortly. 

All whilst the New York Times is sitting on the one gem that mattered, it is “Russia is now calculating that many companies cannot survive as prices fall below their break-even point“, both the Kingdom of Saudi Arabia and Russia have the air to hold out on the events, yet it seems that the lungs of Saudi Arabia are larger and have the stability and long term sitting that Russia has not, in all this the two arrests are optionally the Russian council that cannot be accessed by Russia any more.

Am I correct?

I do not know, but the investigation in his area is not done and that makes for a much larger failing. And whilst the media wakes up and looks into “Russia is also worried that other high-cost producers, among them companies pumping off the coast of Brazil, would cut into European and Asian markets” a much larger stage is overlooked, so whilst too many stare at “State television stations blamed Saudi Arabia for the ruble collapse and offered as solace expert commentary that the United States and Saudi Arabia would ultimately suffer more.“, I merely glance at ‘expert commentary‘ and find it lacking. 

I believe that there needs to be a unified Saudi front against all other players, I believe that there could optionally be more arrests and it has nothing to do with the needs of MBS, and everything to do with those advising others where the goal is to harm the needs of the Kingdom of Saudi Arabia, and Saudi Arabia has to avert that. In addition, the entire NSO matter (now being gagged) is also not a sitting pretty issue, it allows for more and more media attacks on Saudi Arabia, all whilst the media does not scrutinise the materials received. So as the media goes with “A report published by the security forensics firm FTI Consulting concluded with “medium to high confidence” that was the case“, the larger issue that is seen is that the origin of the hack cannot be established and is conveniently left out of the media. No one denies that Jeff Bezos has a phone that was hacked, yet who did it is undetermined and the report that followed is abundant in links to opinion pieces and other non valid urls to sources where the determination is open to all kinds of supposition and indeterminate forms of questions, all whilst the UN uses it like gospel. A report that uses language like “While the possibility exists” we see the media merely publishing and not asking the questions that matter. It is a created stage where the Kingdom of Saudi Arabia has little choice but to create a unified front. 

In a stage where plenty of Cyber experts have question marks in the report that is ‘exclusively’ given out. It is one of several attacks on the Kingdom of Saudi Arabia and its Crown Prince, it is this stage that matters, as it is a doubling of the Khashoggi stage (a journalist no one cares about) and the linked stage of embargoes against Saudi Arabia, whilst no one is asking the questions that matter “Who gets that income now?” We all ignore that part and so does the media, yet there is every chance that with the Russian links out and the American links in question, there is a larger chance that communications and weapons design will fall towards China more and more. And as we are in doubt of one, we get to see “Saudi Arabian Military Industries is prepared to move forward with product development“, a stage where China is optionally the larger winner in all this and the debts of Germany and the US will get a larger boost in all this, that is the price of removing the freedom of Choice (of Saudi Arabia), the data is simple and readable on that front, even as the media remains in doubt and removes all events of these actions.

Andreas Schwer stated (at the Dubai Airshow) “We have signed more than 25 agreements with foreign partners, so we have multiple opportunities to acquire alternative technologies from other partners where there are no limitations. There is no risk that any limitation of a single country or government can block Saudi Arabia from getting a full localized portfolio of products“, so tell me, how many media outlets had that bit of news? Defence News might be one of the few and that has a limited readership, so how many newspapers had that? 

I personally believe that after the events mounted up towards the Vision 2030 act of Saudi Arabia, there has been an attack after attack on Saudi Arabia, yet the verdict of evidence remained away for the longest time. And as the media looks at the figures for the Miss Calculation votes, we are left in the rear not getting any data that matters. 

It is seen in the 5G spot where Zain KSA gives us “Zain KSA has launched 5G in Saudi Arabia, with the first phase of the rollout being implemented through a network of 2,000 towers that cover an area of more than 20 cities in the Kingdom“, that was last year in October. So how much 5G do we presently see in Europe, Australia or the US? Not that much, I can tell you that, all whilst the US parts have NEVER shown any 5G speed that surpasses the 4G systems. All issues largely unreported on, so as such How happy are we when we see that we are  member of the Miss Information group? 

How correct am I?

That remains to be seen, yet the media gives out close to nothing on the history of actions of Prince Ahmed bin Abdul Aziz, we see accusation after accusation on the actions of ‘purge of relatives’ whilst that information remains debatable (when you consider how large that family really is). Even if we would accept that, where is the evidence, it has never been produced, displayed and scrutinised. I could not find more than a thousand links on the first name and well over 50% was about the first name and for the most they are all stating the same thing with references of ‘purge of relatives’ and no evidence to support this. There were a lot more links on Prince Mohammed bin Nayef (over 13,000), yet there too, the links I saw were lacking in evidence. Now we can agree that the Kingdom of Saudi Arabia likes to wash its laundry out of sight, but the media is faltering again and again in showing us any acceptable evidence, or showing us supported evidence. In the end, we see a few mentions of “allegedly planning a coup“, which might be enough reason, yet the media shows no evidence of any kind, and this is the media claiming to be on top of matters, as the Khashoggi and Bezos events showed us, the media is merely on top of spreading gossip and showing us debatable documents (one of them with highly debatable links). 

So as we go into a phase where we switch the auction from Miss Information to Miss Calculation, we should wonder why we have to reside our beliefs in either of the two. Al Jazeera states: “Such misjudgements have prompted some in the kingdom to question whether MBS is the right person to rule the Saudi state“, yet at present the pressures are applied from the outside and are seemingly applied as the powers outside have too little impact on Crown Prince Mohammed bin Salman bin Abdulaziz Al Saud of Saudi Arabia and that worries these people. In a stage where Saudi Arabia is visibly surpassing other nations in 5G, bringing Vision 2030, which is a vision surpassing any vision the US has given us in 50 years and a stage where too many companies have  need to become active in Saudi Arabia and they are limited for what they can do, it seems that the need for Saudi Arabia is greater than most expect and that is what is feared in both the US and Europe. Both players need Saudi Arabia and it seems that Saudi Arabia needs neither, not whilst China is actively seeking expansion of technology and it finds Saudi Arabia wanting. As we now see the impact of all these embargoes against Saudi Arabia, the EU nations are learning the hard way that the deals they had with Saudi Arabia was a good thing and now that Iran is buckling its nuclear pact, the EU is left with nothing and the US with even less. And all this as presentation managers relied on bullet pointed presentations, all whilst Saudi Arabia requested a finished product, the entire slamming Saudi Arabia seems to be founded on the principle that anyone on the defence, staged on a fence is malleable and now as we see that the Kingdom of Saudi Arabia is not playing along with that requirement, we see western desperation set in. As we are given “recent advances in defense equipment have enabled Chinese defense contractors to compete more effectively while retaining lower prices, making Chinese arms an increasingly attractive choice for customers worldwide” (source: National Defense), we need to understand that certain matters are linked. Even as China pursued smaller projects, the option to get the largest arms importer in the world is tempting, a nation that is set to stability and has a need for its growth of SAMI still means that China can gain a decade of important sales. That part is now set in motion and could improve Chinese salespaths by 30%-50% in the years to come, all by gaining one customer. All funds that the west will miss out on and the two players that were optionally internationally a beacon of information, are now arrested. I agree that it relies on the two players to be the ones that have international allure, yet as I stated, the intelligence is lacking on every angle, and what we need to see is where the Kingdom of Saudi Arabia wants to go and where it needs to go to get to where it wants to go, as I personally see it, the EU and the US are more and more lacking and that will have far reaching repercussions.

So whilst the people are treated to “US lawmakers and tech experts want a strong American competitor“, we see that the essential path is that it is about Anti Huawei, we see that Huawei has little to fear as it now has a much larger grasp on the Middle East and it is removing the options that the US used to have (mainly by US actions), and even as the US still gives us “the U.S. and other countries are concerned that Huawei poses a national security risk due to its reliance on the Chinese government and its leaders’ own ties to the country’s Communist Party“, all whilst Huawei has openly disproven the “reliance on the Chinese government” more than once, it is still phrased. Just as that same media phrases MBS and its connections to Bezos hacking and Khashoggi, all whilst those accusations cannot be backed up by evidence, when we see these elements in actions we see the first line that gives us the larger image.

The first line is that the US 5G plans are still evolving and for now largely failing (source: 5Gradar.com). Here we see “A new Opensignal report shows T-Mobile, Verizon and AT&T ranking poorly for 5G across different metrics“, as well as “5G networks in the US are failing due to a lack of mid-band spectrum“, that was last week and the news is not picked up by any of the large media groups, it is n my personal opinion only reporting on what its shareholders and stakeholders want and as they are also (more often than not) advertisers, we get to see almost nothing on this. It is an essential element, they require us to take notice of both Miss Calculation and Miss Information, yet will not support evidence, evidence that holds up in court. In all this a place like the Kingdom of Saudi Arabia is a much larger pool of evidence on all the achievements that Huawei is making and therefore a problem to the United States. As such, I personally expect that the focal point of the attacks are launched against the Crown Prince and against the Kingdom of Saudi Arabia. 

Let’s be clear, it is not merely the attacks, it is the lack of acceptable evidence that is part of all this. To a much larger degree the Kingdom of Saudi Arabia is surpassing the US in several fields and the US wants that to go away, in addition the EU is pussyfooting to much around Iran and as it is in a proxy war with Saudi Arabia, we see too much that is about filtering out Saudi Arabia whilst we see several key elements of filtering down the danger that Iran poses and it is filtered by people linking their ego’s to the benefit of Iran, a double whammy that will work against them soon enough. As such, how much real information on the acts of Saudi Arabia and specifically Crown Prince Mohammed bin Salman bin Abdulaziz Al Saud is out there and actually being scrutinised? The media is not giving us any information on that are they? Even now (7 hours ago) Al Jazeera gives us “The latest arrests within the Saudi royal family show the young crown prince still feels insecure about his position“, yet the ‘evidence’ is limited to “rumours of an alleged coup plot in Riyadh” no reporting or evidence on the acts and actions of Prince Ahmed bin Abdulaziz or Prince Nawaf bin Nayef are shown, we see “along with a number of high-ranking officials“, I merely wonder if it would help me to walk the streets in Riyadh to find more information than any news agency is giving us. Whilst we are given “another attempt by Crown Prince Mohammed bin Salman (MBS) to consolidate power” we are not given any evidence one side or the other. We are merely treated to the implied “these developments show that the young royal still does not feel fully secure in his position“, treated with the complete absence of evidence. We also get “he launched a war in neighbouring Yemen without consulting senior royals” without the clear information that is out there “answering a request by Yemen’s internationally recognized government, Saudi Arabia began a military intervention alongside eight other Arab states and with the logistical support of the United States against the Houthis” a part that we had seen again and again from Reuters and Bloomberg, even Al Jazeera made mention of this, as such this article gives a much larger setting in creating emotion whilst the linked evidence is forgotten to get mentioned.

As such, whilst the media is all about the Legitimacy of Crown Prince Mohammed bin Salman bin Abdulaziz Al Saud, we see a lack of evidence, the simple evidence (and outspoken evidence) that the current king, King Salman bin Abdulaziz Al Saud made the statement that Mohammed bin Salman bin Abdulaziz Al Saud would become his successor, I fail to see the wisdom in avoiding that part, a nation where the line of succession is determined by the King of its kingdom, can you explain the logic of ignoring that part? 

I doubt it!

 

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Same competition with a typo

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

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

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

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

How does this matter?

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

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

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

 

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When we say ‘Ney’ to an event

We have all kinds of events going on, some we attend, some we show interest in, some are nice to be at. We have all kinds of events that require our attention. For example if there are 7 events to watch and you can only attend 4, how will you go about it? I for one distinguish it into a whole range of requirements, the first being ‘Have to attend‘, that is number one and in that cadaster 2 of the 7 will be found, then we get the ‘Nice to be at‘ and ‘Show interests in‘, they are of equal footing (in my case), now we have three more and we can settle our differences in to any of the three, it is more of a jumble, for those two out of three we get to watch the travel arrangements, the visitor spectacle and there we are off to the races.

That is how it goes into the normal realm of opportunity, so as I look at ‘Davos in the Desert‘ it would be one in the ‘Have to attend’ group. The heads of states are there, my Trademarks office could optionally score one large fish, the tranquility of having one corporate trademarks revenue is just too lard to pass up on. And that is before we consider the opportunity that trademarks in the Middle East and predominantly Saudi Arabia with companies like SAMA, SAMI, Aramco could have over a much larger setting, apart from the IP that I am holding on to. For Bloomberg this is what I call a ‘must attend’ kind of a show, so as we are given: “Axios reported earlier on Wednesday that Bloomberg reporters were scheduled to moderate nine of the panels in a draft of the program. Ty Trippet, a Bloomberg spokesman, told Axios that “Bloomberg is not sponsoring the event or participating in the program. We will be covering news from the conference, as we did last year.”” gives a stemming sound, a ‘we are there but we are not‘ kind of hustling in the woodwork. For a show like “Davos in the Desert“, seeing Bloomberg to remain absent is almost like a denial of the importance of “Davos in the Desert“. I see it in a larger frame, Bloomberg is doing the bidding of its corner office, Bloomberg called back like the little dog it is, the wonder of this chihuahua would be the Wall Street pound, they want the world to know that they are upset that Aramco went to the Japanese. A given 3.54% of every ticket sold that would be the income of most hedge funds managers who saw Aramco as a nice on the side grown food, now going towards the Nikkei, there is a larger game afoot and Bloomberg gets to be the messenger. I wonder how many US newspapers will hold some kind of a Khashoggi reverent during the October 28–31 window, I wonder how many newspapers will call upon the dead reporter, all whilst the events in Turkey will not call for any events, will they. Yes, the death of one journalist against the bombing of an entire group of people is so much more justified. Yet there is a large group of US people in attendance, we see Treasury Secretary Steven Mnuchin, Energy Secretary Rick Perry, and White House senior adviser Jared Kushner. Former Treasury undersecretary David Malpass, now the president of the World Bank, is also on the list, as is former White House communications chief Anthony Scaramucci. Then there are the top financiers  Michael Corbat, CEO of Citigroup, Tidjane Thiam, CEO of Credit Suisse, and Noel Quinn, CEO of HSBC. Fund managers include Ray Dalio of Bridgewater, Robert Smith of Vista, Stephen Schwarzman of Blackstone, Larry Fink of BlackRock, Daniel Loeb of Third Point, and Barry Sternlicht of Starwood. Even Masayoshi Son of Softbank is there and so is Will.i.am. The British entertainer and part of the Black Eyed Peas, beyond that he is a rapper, DJ, songwriter, record producer as well as a philantropist. He gets to be there, yet Bloomberg is calling ‘no show’?

I have no goal or esparations perse, but I would go there because one customer from that isle means that I would not have to go scrapping for customers for at least 8-12 years for 50% of the time. The rewards are that impressive, also the foundation of IP laws would be sought after in such a place, and being one of less than 20 attendance given IP lawyers, it would be interesting, even if a dozen of them end up with my business card, it will gradually mean that business comes my way, now for me it is not a given but for someone like Bloomberg it very much means that the larger corporations will be setting meetings with someone like Bloomberg, but now, we see “the State Department recently booked 45 rooms at Riyadh’s Burj Rafal Hotel in support of the two “VVIP visitors” taking part in the kingdom’s third annual Future Investment Initiative, as the event is officially known“, as well as “including representatives from Goldman Sachs, JPMorgan Chase, Citigroup, and BlackRock, according to a guest list” and some of these parties will get to grow to a rather large setting especially now that Bloomberg is not appearing.

And when you look at the event: PDF DavosintheDeseert2019

You’ll see that anyone with commercial aspirations would want to attend, which beckons the question why would Bloomberg not attend? More worrying is the setting of making this blaze about a week ahead of schedule. From the very beginning when H.E. Yasir O. Al-Rumayyan, Advisor to the General Secretariat of the Cabinet of Ministers, Governor of the Public Investment Fund, KSA opens the event, until the final event where H.E. Bassem Awadallah, CEO, Tomoh Advisory, UAE moderates the final event, namely the G20, a setting I would presume that Bloomberg has vested interest in, but they give way to absentee. 70 events over 3 days, with all kinds of interim discussion options, yet the absentee of Bloomberg make perfect sense, does it not?

 

 

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Merely today, became yesterday

Yes, we see the news, we see the papers and there are talks that imply that Saudi Arabia and Iran Make Quiet Openings to Head off War today. Tomorrow is another story. So as the New York Times (at https://www.nytimes.com/2019/10/04/world/middleeast/saudi-arabia-iran-talks.html) give us “Saudi Arabia and Iran have taken steps toward indirect talks to try to reduce the tensions that have brought the Middle East to the brink of war, according to officials from several countries involved in the efforts“, is that true?

You see, my issue is not with Saudi Arabia, it is with Iran and even as we got the Gulf News giving us ‘Houthi militias fire two ballistic missiles: Arab coalition‘ (at https://gulfnews.com/world/gulf/houthi-militias-fire-two-ballistic-missiles-arab-coalition-1.1570213923885), whilst we were told that Houthi forces would not fire on Saudi Arabia, the latest speculation is not the mere fact “Al Maliki was quoted by the Saudi Press Agency, SPA, as saying that the missiles were launched utilising civilian infrastructure, but fell in the Saada Governorate, north-west of Yemen“, it is the optional part we are not given and that part is that the two missiles were (speculated) on course for Jazan, a border town in Saudi Arabia; missiles that are most likely to be carrying an Iranian origin (make and model of rockets currently unreleased). In that stage whilst they evangelise peace whilst being the proxy holder towards acts of terrorism against the Kingdom of Saudi Arabia is a much larger issue.

We see a growing amount of acts against the Kingdom of Saudi Arabia, whilst there is more and more facilitation towards Iran, the largest fear of the EU is commerce and their fear of recession has enabled (according to the Tehran Times) to allow trade between Iran and European Union countries during the first seven months of 2019 to rise to €3.087 billion; all this in a stage where Iran is almost openly supporting terrorism on two fronts.

Even as we see that there are talks starting, the question becomes is Iran actually interested in any kind of peace, or are they renewing their proxy war vows? My issue is not merely in the direction of Iran, the actions by Houthi forces are still open to debate, the question is whether this is a Hezbollah/Hamas ploy where we see the offer towards a cease fire, but only until the next shipments of ammunitions and weapons arrive in Yemen, what happens after that becomes the issue that plays.

There is supporting evidence (to some degree); this is seen when we turn to Gulf News who reported yesterday ‘Al Houthis manipulate women to lay landmines‘ (at https://gulfnews.com/world/gulf/yemen/al-houthis-manipulate-women-to-lay-landmines-1.66926432), here we see two parts: “Security forces have captured a number of cells sent by Al Houthi militias to plant mines and explosives in markets and other gatherings of civilians” a quote that was given to us by Col Abdullah Al Barbar who informed Asharq Al Awsat (a Saudi Newspaper), in addition to the first, we also get: “The expertise gained by Al Houthi militias in manufacturing and hiding explosives has been transferred to them by experts from [Lebanese] Hezbollah group and Iran sent to Yemen to train Al Houthis in killing the Yemeni people” from the same source, this implies that Hezbollah is still very must vested in Yemeni actions, the fact that Iran is also mentioned in all this remains an ‘allegedly’ connection, but in light of what we have already see makes the vestment of peace by Iran a fake one. The fact that there is optional evidence where Hezbollah and Iran are intentionally targeting civilian groups is a much larger issue and the moment enough evidence is shown that Hezbollah and Iran are involved; the call of action demanded of ALL the Saudi allies becomes a lot larger than anyone considers. The issue (in part) was that this was given to people by the Human Right Watch last April, the issue now is that the implied news given to us is the fact that this is still happening, if so, then there is a premise that this has been going on for 6 months, it is at this point a direct threat to any peace accord. The question towards Ramadan Al Sherbini, correspondent for Gulf News becomes: ‘Is this still happening?

If so then there is a larger concern that there are no peace talks, there is no chance for peace, the actions, or perhaps better stated the proven actions by Iran, Hezbollah and Houthi forces show that there is no interest in peace, merely a timeline to confuse whatever allies are around so that Iran can get one more round of Proxy Wars into the mix, making it essential for me to deploy the new anti-Naval weapon systems to Saudi Arabia and SAMI. Only if we are willing and able to bring the war to the front door of Iran, only then will they optionally consider an actual peace talk setting. As I personally see it, Iran is suing whatever at their disposal to play all others as fools; it is not a peace setting it is a setting for offense and offensive feelings towards anyone who sincerely wishes peace.

To be honest we have had quite enough of the levels of insincerity that Iran offers, I cannot believe that most other nations are not on that horse yet. I also believe (a personal view) that an escalating front against Iran also implies that Hezbollah will lose a lot of resources, they will running like scared little bitches towards any UN agreement they can yet at that point it will be an option for the IDF to take their issues to the front door of Hezbollah with a collection of 500 LBS doorknockers made by Martin Marietta and Raytheon. I wonder how fast we will globally hear the tears of those poor poor Hezbollah victims, whilst the victims of their mines are still silenced away by that very same collection of media outlets.

I am not certain of what we are given at present; there are too many questions and whilst we see one version, we see the ignoring parts on other sides, it requires a lot more scrutiny and the media is too facilitating and leaving essential facts out of view. What was merely today is now optionally yesterday and the news of tomorrow is not reported on until the issue has moved towards the horizon of the rear view mirror. It is a new version of managed bad news, it is the facilitation of unbalanced news, the problem is who is the group that the media currently catering to? It is clearly not Iran, but Iran is enjoying additional levels of protection through non-reporting.

How was that fair or even acceptable?

 

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