Tag Archives: SAMI

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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It was foretold

So as I went into a howling rage of laughter when Iranian foreign minister Javad Zarif told the world that ‘it will destroy any aggressor‘, I almost called +98 2139931 to ask Mahmoud Alavi whether it was allowed for the Foreign Minister to pronounce National governmental acts of suicide. In all this Iran had been the greatest aggressor of all.

His response was due to the events we see in the BC article (at https://www.bbc.com/news/world-middle-east-49781350), ‘Iran warns it will ‘Destroy aggressors’ after US troop announcement‘. Even Maj-Gen Hossein Salami said Iran was “ready for any scenario“, yet he too is mistaken, the issue is not merely the attacks on Saudi Oil (which finally has woken up the west to a larger degree), the idea that both the State of Israel as well as the Kingdom of Saudi Arabia is ready to take the battle to Tehran is not something Iran has foreseen, it would be a challenge to deal with either, dealing with both and optional support by American troops is something they have not seen coming. It is seen in other ways as well. Hezbollah Secretary General Sayyed Hasan Nasrallah has changed his tune, it is now all about “if Saudi and UAE stop their war on Yemen, they will not be in need of squandering more money to fund it and buying the costly defense systems against the drone attacks which, in turn, will inflict heavy losses upon both of them“, this person (read: tool) conveniently left out the part where Hezbollah members were part of the atrocities in Yemen themselves and we have not forgotten that, the forces will be overlooking whatever the state of Israel is about to give Hezbollah and its supporters, they can come cry and hide behind the UN skirt, but in the end, they created this mess themselves and now that Iran is pulling support more and more Hezbollah is suddenly in a place without the support they had 2 years ago, so Hezbollah is soon the crying child awaiting ammunition and whilst they await arrival crying for international help and offering talks, a game they have played for too long. I personally expect to see another flag for talks going up before the end of October, the sincerity of these talks are basically towards the timeline for fresh supplies and optionally until Iran backs them again with more. Yet the truth of the matter is that Iran is now engaging in a three pronged strategy that they cannot afford. Hezbollah, Houthi and Iranian attacks on Saudi interests is now striking back in almost every way, the Aramco hit made that possible. The spike was the rude wakeup call and even as the price has so far subsided by 1%, the engines of defence will require a lot of oil products soon enough, which could be another marker for increased fuel prices soon enough.

Yet it is the issue that we did not see that matters, it is the view on the precision of the attack that has intelligence analysts baffled to some degree. No matter how we slice the data, the numbers actually favour Iranian abilities, even as Iran remains in denial, the fact that this attack was more than merely successful leaves 5 players who could have done this: America, NATO, China, Russia and Iran.

It is perhaps the first time that Iran gets mentioned next to these other four on this scale. Iran cannot admit as this would be admitting to an act of war, yet this is centre stage in all this. I personally still believe that someone painted the targets, but beyond that, if that was not the case, it implies that an orchestrated drone missile attack is something that Iran has mastered to the degree that the other four have not shown ever. That is the baffling part, yet we know that the other 4 can do the same, yet that puts the Iranian drones on the same level as the General Atomics MQ-9 Reaper, which is a stretch on a few levels I might add, in addition, the drone operators that the US has are not to be underestimated, the fact that the attack was this successful grades Iranian pilots a scale higher than I ever have before. Let’s not forget, Iran is proud of its air force, and the fact that they delivered last week is rather unsettling. the truth is that there is no way that Houthi forces have anywhere near the skill, the materials and the setup to do this, that is what shows the Iranian forces to be the guilty ones and now they are calling the bluff of others to try and attack. I myself am all in favour to call out to them and merely ‘borrow’ a reaper to install free air-conditioning in that building using a GBU-12 Paveway II. Did you know that the GBU-12 Paveway II is awesome for immediate installation of air shafts and holes in buildings to facilitate for air conditioning? #JustSaying

A light situation?

Some people might think that I am making light of the situation, well, yes, but that has been the media for months, until Aramco was hit, over half a dozen attacks on Saudi Arabia, Saudi locations and its citizens was left unreported by the western media, only now, only when oil spikes, do we see action from those ignoring Iranian transgressions and acts of aggression, so in that, I am in full view of righteous when I laugh at the Iranian sentiment of ‘it will destroy any aggressor‘, as they have been the aggressor all along.

I agree with the BBC point of view giving us: “What seems clear is that this remains a game of brinkmanship, with all sides still hoping to be able to pull back from a direct military confrontation“, however on a personal note, I believe that it is too late for that, I believe that Iran will keep on playing this game for as long as they can wave the ‘nuclear deal’ carrot in front of the EU, delaying matters for as long as they can. I personally believe that it is a stage most overdue that a direct action against the Iranian military forces has become essential, they need to see direct and material damage in Iran (Tehran would be best) to show them that there is no more leeway for Iran. On other departments, I would happily offer my design to sink the Iranian fleet to SAMI, see if we can get it working, there is nothing like watching a minister of defence praising their new Sahand whilst it is appreciating the Horizon of Iran from the bottom of the Sea of Dammam (a reference to an earlier article), and to be honest, I want this design to work just so I can nose thumb DARPA, as stated before, I do have a sense of humour.

There is however another side, Iran is losing its ability to get things done soon enough (sooner would be better), even as their economic picture shifts, the Financial Tribune offered less than a day ago ‘Iran-EU Trade Tumbles 75%‘, whilst the quote “Iran exported €452.65 million worth of commodities to the European Union, indicating a 93.67% fall, and imported €2.55 billion in return to register a 52.13% year-on-year decline“, offers that Iran will have other setbacks in several fields, however the largest issue is not Iran, these numbers give out that Iran needs to focus all resources on Iran in a few fields, leaving nothing to Hezbollah and whatever they get now will be short term and would optionally deny them long term help. That is unless Iran finds a replacement supplier, it will have larger national resource problems soon enough.

There was more in the Arab News a few hours ago. As they give us ‘Only a united front will thwart Iran’s war games‘ (at https://www.arabnews.com/node/1557771), where we see: “Israeli sources continue to make it clear that they regard Iran’s proliferation of advanced missile technology to their allies in Lebanon, Syria and Iraq as a red line“, as well as “I largely believe Zarif when he says Iran doesn’t want war, but with one small addition — “on someone else’s terms.” If war comes, Iran would be happy to fight in a way that plays to its own strengths; asymmetrical, grey zone, widely dispersed, damaging to global energy flows, seeking to spread conflict uncontrollably and in particular dragging in Israel” and there we see the crux of the entire matter: ‘on someone else’s terms‘, when we take that away and make a direct statement against buildings and refineries, the hit and run tactics will no longer work and whilst Iran sets up for a massive defence the winds of support will be removed from the Houthi and Hezbollah sails to the largest degree, possibly completely removed for the long term. That was the largest need in Yemen for three years and now that this stage has arrived, actual progress will be possible in Yemen. The part here I do not agree with the writer Sir John Jenkins is the part where he gives us “We don’t have to play that game. But to impose our own, we need strategic patience, an enhanced defensive capacity against Iranian provocations, a much better communications strategy and, if necessary, a willingness to respond ourselves“, he makes a really good point and he does not shy away from ‘a willingness to respond‘. The problem I see is that the operative word is ‘willingness‘ and actual response is an essential part at present.

We cannot afford to let Iran keep on playing their hit and run guerrilla games whilst letting others take the credit/blame. this has worked for them as others need to set the stage of expenses, when a direct attack comes they lose the initiative and accept open war if needed, at that point Tehran will lose a lot more, infrastructure gone, essential needs cannot be met and international help would be their only option, allowing for the people to take a different position against their army and clergy control. there is the added need that their clergy has not seen actual losses for the longest of times and that keeps them in the delusional state that nothing bad can happen to Iran, that delusion needs to be popped like a balloon, and soon.

The issue is not merely Iran and Saudi Arabia, at some point someone (most likely Iran) will do something really stupid and get the UAE involved because of that, at that point there will be less chance of talks and less options for short term actions with a diplomatic solution at the end, it would turn into a long term event with no diplomatic options for the foreseeable future, that is a stage no one really wants, yet it would be an unavoidable danger for as long as Iran is playing the game it currently is.

Their guilt was foretold through evidence, their denial was a given by media inaction for the longest of times, now that the two meet, we see several options, but until any direct action is undertaken, I fear that the long and harsh theatre of war is the one we are in danger of staring at for now and that is a path we need to avoid, or as the American often state: ‘the best defence is a good offense‘, I would speculate that this is exactly what we need to do in this case, if only to wake Iran up to the notion that ‘on someone else’s terms‘ is no longer an acceptable strategy.

 

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Predictive Analytics or crystal ball?

We all have these moments, we all have that limelight moment that is all about the lights and not the lime; or better stated, in this world where about 23 people pointed at me, making me sound like an evangelist who is casting the bones, calling me tainted by the Afreet. They all stated that delusion was my middle name, to them today I say; ‘Hah!

The Arab News about an hour ago (at https://www.arabnews.com/node/1553251/saudi-arabia) gives us ‘Saudi Arabia’s SAMI, Navantia in SR3.7bn military deal‘, which represents a few coins less than a billion dollars in green US pieces of paper, now gives us that “SAMI Navantia Naval Industries (SAMI-Navantia) signed a SR3.7 billion ($986 million) contract with Spanish shipbuilder Navantia to collaborate on combat system integration (CSI) on the Avante 2200 corvettes for the Saudi navy“, whilst on September 1st (at https://lawlordtobe.com/2019/09/01/change-is-coming/) where I wrote “SAMI has the option of building space well over 5 times the combined spaces that Damen, Spanish Navantia and Dearsan combined have. It changes the equation a fair bit“, in response to “As the links with Navantia matures, we see the option to cater to the needs of coast guards on several national levels and these are not the small players. Some might have noticed the small mention of ‘Offshore Patrol Vessels Market 2024: New Business Opportunities for Manufactures to Upsurge in Coming Years‘, yet Navantia and therefor SAMI are in the thick of that part of the equation“, 11 days later I would be proven correctly and this is just the start for SAMI. I understand that some might unite under the expression of ‘one Swallow does not a summer make‘, but the setting of preparation was too large, too much effort had been made in several directions by Saudi Arabia and a few foreign interested parties. More importantly, the EU gravy train decision makers have been taken out of the equation. As I see it, it is merely the first of several new ventures that we will see happen and each success is an almost guaranteed stage towards the follow up job which will be substantially larger than the previous one. It is here where we see what Walid Abukhaled, Chief Strategy Officer at SAMI, as well as Dr. Andreas Schwer, CEO of SAMI are capable of when two visionaries unite in a view that has a similar direction. One would consider that it feels really good being His Excellency Ahmed Al-Khateeb this week in light of these successes, yet they are not merely successes, they are the beginning of milestones that thrust the abilities and capabilities of SAMI forward. The data was decently clear on that. It was not merely their ability, it was the hindrance that Heckler and Koch, Farbique Nationale Herstal as well as BAE Systems are finding operating under EU procedures, all whilst the procedures are nothing short of hypocrisy in the first place; a stage of what some call holier than thee ideology. I get it, there is nothing wrong with something like Campaign Against Arms Trade (CAAT), yet it can only work if it is balanced and it is not, so now they merely achieved in losing commerce for the UK (and parts of the EU). There is nothing wrong with ideology, but if it is not dipped in some level of realism, they will do more harm than good. You cannot act in one direction and after that refuse to hold Iran to account who has been visibly ignoring and shunning agreements, and these pressures are also being applied by Turkey on other fronts, all these pressure points result in turmoil and stress and the market will respond to the needs of other governments requiring the hardware to do something about it, the SAMI deal might merely be the first deal for the Saudi Navy, but there are two parts there, first the Saudi Navy is growing, second is that once the knowledge is implemented other orders can be completed as well and it is that second part that will matter even more, as the governments require additional value out of their vessels, Navantia, if SAMI delivers could get a lot more value out of their Life Support services department and these overhauls add a lot of value, which works for SAMI as a facilitator as well. In this Navantia will get the stage of upgrading and give additional services to the preventive maintenance and remote technical assistance divisions of their yard. And it is more than facilitation for Saudi Arabia, as its knowledge of logistics is applied. Whilst we think that there is no news under the sun when it comes to predictive models to support strategic purchases, and optionally scripted and tested Machine Learning techniques to expenditure control and collaborative development with suppliers through common digital platforms most do not realise that in shipping it is very different from other industries. There are external inhibitors (weather) there are operational inhibitors (idle time) and logistical inhibitors (active manpower/resources), all stages on 2-3 levels that other industries never had. It is like Google being baffled by their answer of ‘What is Standard Deviation‘, whilst the answer does not compute with the customer who knows it to be: “the angular difference between magnetic North and the compass needle due to nearby sources of interference such as magnetically permeable bodies, or other magnetic fields within the field of influence“, it is there and the fact that the answer differs on the other side of the equation where we see a mismatch of standards and concepts. Whilst we laugh away the difference, some might realise that 2 miscommunications is enough to lose out on a billion dollars and then the life aquatic is no longer a simple comedy with Bill Murray, the stage of global maritime needs has changed and changed differently from most other industries. Navantia and a few other players have remained on top of it (as well as a few other serious players), it is here where we also see larger failings. We might see growth in a report like: “LNG Bunkering will register a 65.2% CAGR in terms of revenue, reach US$ 24400 million by 2023, from US$ 1200 million in 2017“, and that report might be completely correct, and now, even whilst I have not looked into that report (as it is not important to this article), how does that growth and equation impact idle time? Anyone who ignores idle time also ignores any captain confronted by it. when we consider “new mega-vessel, more capacity and a tremendous effort to improve competitiveness and efficiency are now hand to hand with a new collaborative mind-set, involving new technology to enhance connectivity that leas the seaport supply industry to the future” we accept a growing industry, yet the premise of “Idle time at waterside (arrival and departure), constitute 38 per cent of the total port stay for a container ship, which cost billions of USD per year to the shipping lines“, we get this from Ruben F, in his thesis ‘Identification And Measurement Of Idle Times Port Visit Of Container Ships Through An Explorative And Simulation Study: The Case Of Algeciras’s Terminal‘, his advisor was Jalal Ashayeri, PhD. It is in this document where we see: “The latest news is that in 2019 NYK line will test a crewless container ship from Japan to North America (BloombergTechnology, 2017) . This is not the only carrier working in this new technological model for container ship, however the future for in this industry is still being unwritten“; there is nothing wrong with the quote, yet everyone forgets that every harbour has one darling limit, the amount of berthing space available and when we consider that dangerous cargo is a second limitation we see a larger windfall for SAMI, because weapons (specifically ammunition) is a Class One dangerous cargo, which now also means that whenever a government upgrades its navy there is a shift in what is available, and therefor pushed idle time by a lot, consider ANY harbour and consider that due to government upgrades two berthing spaces are lost due to naval upgrades. Not every navy has its own long term harbour space at times; now consider the impact on idle time and having the software to manage that more efficiently, that is where Spain and Saudi Arabia get the larger windfall down the road, not merely implementing, but managing logistics and operational options through consultants and remote servers. What some saw last month is the ‘claim’ of cyber warfare capabilities was shy of one element. The element of cyber logistics and cyber upgrading as a facility becomes more and more important, especially when you realise that those in that field have little to no experience with naval logistics and what makes naval logistics a lot more different (as well as complex and difficult) from other logistics. Most of them have no experience with idle time algorithms. That oversight might make some people run to books and learn, but unless you have the knowledge of a harbour master with added quarter of a century experience you lose out, plain and simple, Navantia has that (as do some others) yet the larger group is absent that knowledge and this is where SAMI gets the added benefits down the road.

And that makes sense how?

Well, for that we need to realise that several sources mentioned almost a month ago that in the EU (Spain was separately mentioned as well) that there is a ban on double trucks and that these trucks are given the limit of double tractor-trailers to 63.5 tons or less. It gives a larger rise to capacity problems in harbours, even as some hide behind safety issues like in “There is insufficient rail capacity, and “we would have to bet on the growth” of rail if double tractor-trailers disappeared, according to the proposal, which suggests that weight reduction would improve safety“, to me it seems that there is a larger growing capacity problem and the speed that the lack of capacity is growing at is also worrying, the ships have grown a lot bigger and whilst harbours were deepened in many parts, the amount of berthing spaces (as well as cranes, and its capacity) have not improved in a decade, this now implies that ships are docked longer, it pushes idle time by a fair bit and in all this, ships require upgrades. So when Navantia gets the added SAMI capacity to do things faster, optionally having access to Saudi berthing locations, the two together will make for additional growth options for SAMI, that part was already clear on September 1st to me. My undergrad was in ships engineering and even as I never worked in that industry (IT was too appealing) I do know what impacts there are and I do see where SAMI could be heading. There are over a dozen governments all wanting to upgrade their navy, whilst the resources and skills are almost universally lacking. I think that this Union with Navantia and SAMI will spell a lot more options than anyone realised.

The fact that the US was eager to add Australian BCT to its resources shows just how short the supply is, it is not merely cyber defence, electronic warfare, technology, and intelligence. There is in the naval sense a lack of ICT solutions to a much larger degree, it is the combination that is hard to find and some solutions are antiquated to say the least. Most IT people always thought of naval cyber needs to be too mundane or too unappealing which resulted in a maritime applicable shortage in several nations. Navantia recognised that weakness for the Spanish navy two decades ago and it resulted in a Combat Management System (CMS) called SCOMBA, now that SCOMBA is highly sought after in many places and there we see the applicability that goes beyond the Spanish navy, as the links with SAMI deepens we see that Navantia has a product that has appeal to several allied players and Navantia via SAMI gets to upgrade the facilitation that it internationally has without losing ownership of its IP, which in this day and age seems a lot more important than it was a decade ago.

Should you doubt this, you could always try the $12.99 solution (at https://www.amazon.com/Amlong-Crystal-Including-Golden-Package/dp/B005DK1AQU) and see how fast you could unload one container with 21500 kg of IMCO 5.1 at Singapore harbour, I wish you a lot of luck and fair weather handing that information over to the captain of whatever SS Minnow he is in charge, I dare you to end that conversation: ‘Get it done today, or else‘, I will be selling popcorn with a big smile and a loud laugh at that event.

 

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The die is cast

it started Yesterday (well, it started earlier), the Guardian gives us ‘British-Iranian relations strained as oil tanker is seen off Syria‘, with the by-line “Adrian Darya, previously called Grace 1, photographed near Russian navy facility“. the starting quote “Britain is seeking to establish whether Iran has sold oil to Syria in breach of written undertakings given by Tehran to authorities in Gibraltar“, we can go with the speculative ‘yes’ on that answer, but it is not a given at present. The quote “Since leaving Gibraltar the ship had taken a peripatetic route towards Syria, but was last photographed off the Russian navy port of Tartus in Syria. TankerTrackers, a firm that monitors oil tankers, has seen no evidence that its 2.1m barrels of oil have been discharged” is no guarantee that it is not happening, or that it will not happen.

The issue is not the oil, the issue is what Al Jazeera reports (at https://www.aljazeera.com/ajimpact/saudi-arabia-enrich-uranium-190909144444127.html), I tend to be in favour of ‘Saudi Arabia wants to enrich uranium but the US may not like that‘, I support the setting as the EU and the US no longer have any balls in dealing with Iran and Saudi Arabia has no choice but to be ready to deal with Iran. It is the consequences of inaction. We see the quote: “Saudi Arabia wants to enrich uranium for its nuclear power programme, the kingdom’s new energy minister said on Monday, potentially complicating talks with Washington about an atomic pact and the role United States companies might play in the arrangement.” We might think that this is the barricade that works, but you would be wrong, both Russia and China are chomping at the bits to deliver high technology power plants that can work with enriched Uranium, this is a billion per place and Saudi Arabia would need 4 straight off the bat. Two power plants to power the growing power needs of Neom City and One for Riyadh power needs and one for other power needs. Do you think that in this age where American and European abilities are downgraded time after time that both Russia and China do not stand a chance? The fact that in both the EU and US larger discrimination and anti-Saudi needs have been fuelled for almost two years, the Saudi government needs to find a solution that is best for Saudi Arabia, not a solution that makes them seem the nicest. That time has gone, that time was 2017, the actions of media since have shown that the anti-Saudi rhetoric is slightly too strong and the Saudi government knows that. In light of all information available, it is the Chinese government that has the strongest position of the three (when we include the US) giving them another benefit. The US has downplayed several parts and now that we see that the Chinese government is ready to step in, we also take notice of an earlier stage in October 2018 where the SCMP gave us ‘China may seek to boost ties with Saudi Arabia but it ‘can’t fill US arms sales gap’‘, I was never certain that it was ever completely true. I believe that China needed time to set things in motion, I also believe that in the gap between July 2018 and August 2019 they have been able to set that stage to a much larger degree and within a year that gap can completely be filled. One issue that was resolved was the Chengdu J-20, the Chinese answer to the F-35. the rumour is that the three weaknesses Canopy, fuselage and engines have been resolved, there was still some questions on the stealth coating, yet that would not prevent them from starting, there would merely be an upgrade of a delay in fulfilment of foreign orders.

With that larger issue out of the way, China is seemingly ready to hand out larger contracts, they might be in the running to aid Saudi Arabia in getting them on the road to keep the 50% promise of making SAMI products export ready, the question is which arms are the most viable ones at present. With the growing concerns and the fact that Saudi Arabia is ready to deliver gives a much larger concern that the US has been playing the wrong game for well over 2 years at present. Even now, less than a day ago, CNBC gave us ‘US wants energy dominance regardless of what happens to oil prices, deputy energy secretary says‘, a quote and a claim that is both flaccid and exaggerated. As such the quote: “The U.S. deputy energy secretary told CNBC Monday that America wants to achieve energy dominance regardless of what happens to oil prices” falls short on a few levels. It falls short not merely because of the additional “It just simply means that we are going to produce as much energy as we can, as cleanly as we can and as affordably as we can“, there is seemingly a line that goes from the US to all other nations, that is besides the issue that ‘clean‘ and ‘affordable‘ tend to be opposite in scope, clean power is not cheap and affordable power tends to be not clean. In there the balance is already out of whack when they want power creation dominance and if China is affirmative to the 4 nuclear power plants, the need for US power will fall to some degree, so the option of dominance goes out of the window. Not dealing with matters is what got the US in this stage, not dealing with Greece (via Wall Street), not dealing with Brexit (through arrogance), not dealing with Iran (through indecision) and not standing strong with their claimed ally (Saudi Arabia) has pushed them on a sliding scale of mind over matter. It is becoming more and more clear that nobody minds because the US no longer matters. As the EU and the US are downplaying the impact and chances of the next recession, or as the recession is used to create Brexit fear, we see a population that has had enough. That is the setting the US is facing and all the non-evidentiary stance on Jamal Khashoggi was not helping, that journalist’s missing cadaver has been milked for anti-Saudi media coverage for far too long.

In this stage, as we realise the factors we look at the stage where we see: ““We are proceeding with it cautiously … we are experimenting with two nuclear reactors,” Prince Abdulaziz bin Salman said, referring to a plan to issue a tender for the Gulf Arab state’s first two nuclear power reactors. Ultimately, the kingdom wanted to go ahead with the full cycle of the nuclear programme, including the production and enrichment of uranium for atomic fuel, bin Salman told an energy conference in Abu Dhabi.” and his royal highness has to, he has little choice, it is not only because of the power requirements of the kingdom, Iran is still a threat and that threat can only be countered by having equal solutions at the kingdom’s disposal and in all this, the total lack of actual actions against Iran by both the EU and the US do not help matters. In this, when we consider “The tender is expected in 2020, with US, Russian, South Korean, Chinese and French firms involved in preliminary talks about the multibillion-dollar project” we need to realise that the US and the EU nations now have a disadvantage to this tender. So whoever wins the multi-billion dollar tender, the losers are going to get confronted on how their tender fell flat due to inaction. It also made me wonder on some of the processes and I know that the World Nuclear Association is the best source.

So I had a look at some of the information, and the stage is set at: “Uranium-235 and U-238 are chemically identical, but differ in their physical properties, notably their mass. The nucleus of the U-235 atom contains 92 protons and 143 neutrons, giving an atomic mass of 235 units. The U-238 nucleus also has 92 protons but has 146 neutrons – three more than U-235 – and therefore has a mass of 238 units“. With the centrifuge principle of “The counter current flow set up by a thermal gradient enables enriched product to be drawn off axially, heavier molecules at one end and lighter ones at the other” and when you consider the image I wonder if it is the most efficient path. I wonder what happens, when we consider “heavier molecules at one end” it seems to me that the outer part (heavier molecules) when it is siphoned off, more uranium could be processed making the process faster. It was just a thought I was having, I remain in a creative stage. There is equally the option to see other solutions when we consider the Roman bath houses and 2 phase compressors. They did not get to their destination in one step, the compressor goes from zero to 5 atmosphere, the second stage takes 5 atmosphere and pushed it to 25 atmosphere, in the old days it was a lot more effective, even now we see the path where the centrifuge at its speed can do it in one go, yet consider a centrifuge park with 50% more units, yet creating enriched Uranium at twice the speed. I am not sure if it works, but I do know that we need to upgrade the technologies to make the Iranian technology obsolete, making the Iranians stop their intended steps, or being able to take the steps to end their actions altogether. People might not like that approach, but the stages we now see involving the Syrian delivery, the Houthi arms and drone supplies, it is clear that Iran has no peaceful intent in any direction. It is our responsibility to choose, either we support Saudi Arabia, or we move out of the Middle East altogether. Either way

This matters, because if we are to stop Iran, we need processes that are more advanced to give the clear signal that the actions of Iran should no longer be tolerated. There are two options in any war approaching disagreement, either you overwhelm them or make their solution obsolete. We have seen that advancing stronger gives the option for a peaceful edge and that should always be embraced, that is as long as you are willing to use that advantage effectively, the EU and US have shown that they are unwilling to do that. So another option is required. That path is seen in the Al Jazeera article with “Reuters has reported that progress on the discussions has been difficult because Saudi Arabia does not want to sign a deal that would rule out the possibility of enriching uranium or reprocessing spent fuel – both potential paths to creating a nuclear bomb“, whilst the intent might sound noble, it isn’t. This solution will not work because no one has a handle on Iran and no one is willing to deal with Iran and that is where the problem lies. As long as Iran is around the problem remains that much has been shown several times in several direction, only the arrogant and delusional political players in the EU and the US are still of the mind that a nice solution can be found, the problem is that Iran has been most effective in tailoring to those ego’s and it is time to give light to those tools and find a way to stop Iran, we have to because their willingness to transgress on nuclear limits has now been shown three times over. That is seen as the New York Post gives us less than a day ago: “The United Nations’ nuclear watchdog confirmed Monday that Iran has installed advanced centrifuges and is moving toward enriching uranium levels — another violation of the 2015 nuclear deal brokered by world powers”. I believe that the best solution now is to make sure that Saudi Arabia gets to the Iranian destination faster, or we allow an open war with Iran, what would you chose? I believe that war is a last resort, yet I am willing to go there if needed, which makes me a better and more ample decider than either the EU or the US, indecision is the only agenda point they procrastinate on, a stage that is too dangerous for anyone at present.

 

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Change is coming

Well, actually change is always coming, some in the form we know, some innovative new and sometimes change is of a very different variety. We already knew that the Americans weren’t too bright when it comes to trade wars, and the one that is getting fuelled here is definitely a wrong one. Yet it is not about that trade war and it is not in the billions of impact that the war will have on consumers. There is a second war brewing. One that Europe and America were not ready for, one they did not prepare for. It is a new armistice race, they were not prepared because it is not the high technology they usually deal with, it came from the lower regions. Yet let that not underestimate the stage. Two players in that stage are Fabrique Nationale Herstal, established in 1889. Less than a 60 years later They would produce the FN FAL, a rifle used in over 90 countries, in that same year the final push was made for the FN MAG, use in over 80 countries. These weapons are even today lethal and can go up against the most modern side arms. One factory created two behemoth successes, merely two of dozens of weapons that are regarded as a top quality arms. Yet, it is not about FN Herstal. It is neither about the long term number one Heckler and Koch was founded after WW2 and soon became a success story in several fields surpassing FN Herstal, yet these two are not facing a new competitor. Both FN and HK face a rather troublesome future. You see, they are stopped by all these political Human rights laws and whilst we get the need for Human Rights, the people in there seem to have a view so altruistic that it also kills commerce.

Number three is delighted, SAMI, or in its full name the Saudi Arabian Military Industries, is about to equal and surpass in less than half the time that the previous two required to get established. All the data on patents, technology and deals with Boeing, Lockheed Martin, Raytheon and General Dynamics, as well as partnerships with Thales and CMI Defence opens new doors, doors the other two were barred from. SAMI is now in a position to surpass both and become bigger then the two earlier mentioned combined. In 2017 SAMI got Andreas Schwer (former boss of Rheinmetall AG) and the man has not been sitting still. At the same steps we see Neom growing, we see the mandate of SAMI to create 40,000 jobs by 2030 and it seems that SAMI is ahead of that curve too. With all the issues playing in Asia, Africa and Latin America SAMI has created the stage where they can outbid and surpass all expectations from the buying companies. It goes beyond the assembly of 150 Lockheed Martin Blackhawk helicopters. With the partnership with Navantia less than a year ago, we see the additional growth sectors in Latin America pop up, yes, it is all new, it is all change, but not the change you would hope for. We might see shunning of arms in America, but it remains a large export business, one that is now getting pushed to the side by the Saudi Arabian Military Industry, and it is not stopping. As the links with Navantia matures, we see the option to cater to the needs of coast guards on several national levels and these are not the small players. Some might have noticed the small mention of ‘Offshore Patrol Vessels Market 2024: New Business Opportunities for Manufactures to Upsurge in Coming Years‘, yet Navantia and therefor SAMI are in the thick of that part of the equation, growing faster than anyone took notice of. We might look towards the Dutch Damen, Australian Austal and Turkish Dearsan, yet they all have the same flaw ‘each player can deliver few numbers of OPV‘, Neom city changes that premise as it has a massive chunk of red sea at their disposal, basically SAMI has the option of building space well over 5 times the combined spaces that Damen, Spanish Navantia and Dearsan combined have. It changes the equation a fair bit. It sets a different market premise; it took slow growth of 130 years for FN Herstal to get where they are now. It takes SAMI 12-15 years to get that same stage, more important it seems that tall the contracts and memorandums out there gives SAMI a much larger option to grow and more important a lot more industry to bring home through export, another promise made by Crown Prince Mohammad Bin Salman Al Saud delivered in advance of the date he wanted it to be. CEO’s and goal driven executives all set in a stage to exceed expectations. It might be fuelled by oil, but more important it is fuelled to success whilst the EU is making more and more issues on exporting all kinds of goods and the US – China trade wars are not helping. In addition the news quotes like “Europe must develop a much stronger common approach to the new 5G technology to make itself less vulnerable to security risks“, which sounds nice, but I already saw two elements they overlooked and my IP pushed a solution, a solution they are not ready for and seemingly Google is less and less ready for making Huawei the only remaining player and Saudi Arabia has a lovely deal in place. You see, that premise of 5G with ‘to make itself less vulnerable to security risks‘ requires 5G to be firmly in place and whilst we see delay after delay Saudi Arabia keeps pushing communication and other solutions forward implying that they are setting a much larger stage creating new technologies for other regions and in that the other players forgot one interesting side effect. Any stage of armistice and war requires communications to be upgraded and Saudi Arabia can deliver that too. It is there where we see a larger change and a larger group of options for Saudi Arabia. Walid Abukhaled, CEO of global defense and aerospace corporation Northrop Grumman has created a stage that is approaching a global one all from the comfort of Riyadh, Saudi Arabia and whilst the rest is bickering over scraps of food form the European table we see an entire industry growing silently day by day to almost exponential proportions. An interesting part that can be verified on several levels and the news and the European media remain oblivious to that part.

The Arab News states that he ‘aims to export weapons‘, I believe that SAMI has progressed a lot further, as I see it they are almost ready to implement defense solutions on a global scale, and this includes defense systems to several nations that Europe refuses to talk to for whatever reason. This goes beyond what we see in the Arab News (at https://www.arabnews.com/node/1547956), it goes beyond ‘electronic warfare and cybersecurity‘; it goes beyond the mere operational stage, beyond the educational and implementation stage. Together with General Authority for Military Industries (GAMI) they have created a new wave on a much larger scale than we have seen before.

Good business is where you find it and it seems that Walid Abukhaled is currently finding it everywhere.

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The Global Economic Switch

There is a shift going on, now this shift is still in the planning stages, but the switch is very real and as we see the crumbling switch from enabler and entrepreneur, the US is moving towards becoming a mere consumer and dependent user. That is a switch some might have seen coming, others have not seen it at all and some are still in denial, claiming it is a short term inconvenient stage. I have no idea which is true, but the events that are a given are showing to be more than a mere short term event and the diplomatic impact will equally show to be a long term impact on what the US had and what it will become. Now there are indicators, but the image is not seen in a single view, so let’s paint this picture for you whilst adding the sources.

Saudi Arabia

The Saudi Arabian announced investment (at https://www.cnbc.com/2018/03/05/saudi-arabia-and-egypt-agree-to-a-10-billion-deal-to-build-a-new-mega-city.html), is actually a lot more than the $10 billion forecasted, because the value as I showed in over the last year is more than becoming a reality, it is now in a planned stage, and planned much larger than I foresaw it going. It starts with “Saudi Arabia and Egypt have agreed to create a $10 billion joint fund to develop a mega-city in Egypt’s southern Sinai Peninsula, with both countries committing more than 1,000 square kilometres (386 square miles) of land to the new project“, you see, depending on the distance from Sharm-El-Sheikh the infrastructure will grow much faster and even as they will rely on what Sharm-El-Sheikh has, the growth of this new Mega-city could be the start of the tech-hub that benefits both Egypt and Saudi Arabia. As the technology hubs grow, so will the economy. It is also the first part to start getting combined 4G/5G preparation in place, because as this technology becomes available Saudi Arabia now has a first advantage in both upgrading its services and that gives optional access to 23-32 million out of a 95 million population. With the tech hubs, both the Sinai one as the half a trillion dollar NEOM, there will be a massive growth in dependency and requirements for technology. There is in addition, the Barcelona World Mobile Congress where on February 26th Huawei announced its full range of end-to-end (E2E) 3GPP-compliant 5G product solutions, now the other players will be following, yet Huawei has an advantage for now. With “The featured products are also the only available options within the industry to provide 5G E2E capabilities” we see that Huawei has chosen a path that allows them to grow and they will not be alone, but for now they are ahead of the crowds, so even as we see now “Huawei partnered with Zain Saudi Arabia, signing a Memorandum of Understanding promising to develop a new network strategy in the Kingdom. The aim of the MoU is to accelerate the realization of 5G networks and assist Zain in building the most advanced end-to-end networks in the region. The two companies will work together to accelerate the deployment of 4.5 to 5G networks, make further advances towards full cloudification, and produce additional strategy and planning in the field of ICT Synergy Cloud” (at https://www.arabtimesonline.com/news/huawei-outlines-vision-5g-future-co-unveils-latest-innovative-products-solutions-mwc/) merely a day ago. I gave that indication almost two weeks earlier, so how is that for a prediction. So even as the US is setting the bar at “Chicago, Los Angeles, Dallas, Atlanta, Washington, DC and Houston” to be the first with 5G at the end of the year, what happens when you need to reach out to Wall Street and Manhattan? Will that be merely 4G, or will you suddenly experience other issues (between providers, reception issues and so on; oh, and as you go from protocol to protocol switching per cell tower on the move, watch that battery power drain as the battery percentage goes down like a timer in seconds 75, 74, 73, 72, 71 and so on. Please do not take my word on this, it is much better when your own eyes see the battery counter go down, it adds to the dramatic effect when you hear me howl with laughter (stating: ‘I told you so’). So even as the article ended with “Ken Hu, Huawei Rotating CEO, said: “The intelligent world is drawing near, filled with potential and possibilities. Ground-breaking technologies like 5G and IoT promise to solve complex business challenges and improve the lives of the population. Yet challenges remain on our path before these dreams are realized. MWC 2018 was an excellent opportunity for us to meet with other leading companies and discuss how together we can overcome these obstacles, achieve sustainable business growth, and Build a Better Connected World.”“, I will admit that I have an issue with that part, you see with ‘IoT promise to solve complex business challenges‘, we see the implied solution, but the IoT (Internet of Things) is merely the applied hype word in a solution that has not been designed yet. It is true that the application of IoT is a solution in itself towards a whole shoal of options and challenges, but as we consider that the 4G smartphone brings solutions, it requires the apps to be there and solve actual settings and that takes time, like all other needs. In that regard I see the IoT as the old sales technique of selling a concept before the product exists and I always thought that to be a broken non resolving approach to the greedy salespeople coming with a ‘pay it forward’ solution that is paid for before the product has been completed. It is a dodgy need, because in the end the (business) consumer needs and actual product to work with. Yet that might just be me imagining things.

United States of America

The view here starts with the Financial Times, who brought us ‘Currency markets send a warning on the US economy‘ (at https://www.ft.com/content/de57a6a2-1e32-11e8-a748-5da7d696ccab). So even as this is about the financial markets, there are a few points to take away from that. First there is “The pattern of higher interest rates and a weakening currency suggests that on multiple dimensions US assets now have to be put on sale to convince foreigners to hold them or induce Americans not to diversify into overseas assets. This pattern is relatively uncommon in the US though it happened in the Carter administration before Paul Volcker’s appointment as chair of the Federal Reserve and in the Clinton administration before Treasury secretary Robert Rubin’s invocation of the “strong dollar” policy. It is fairly ubiquitous in emerging markets where it reflects anxiety over a country’s policy framework“. The dangerous part here is ‘convince foreigners to hold them or induce Americans not to diversify into overseas assets’; you see it is a move of limitation, either the non-American buyer holds onto the for a much longer time, which needs convincing (usually with higher yields), as well as stopping Americans to go overseas into other markets, so it is not actually an ‘or’ situation, it is actually an ‘and’ setting where the inclusion needs to be both to remove doubt and volatility. The article ends with “The confidence of global markets is much easier to maintain than to regain. Currency markets are sending a signal that the US is not on a healthy path. Its time for the US to strengthen the strong fundamentals on which a strong dollar and healthy economy depends“, you see that view is set not merely in the war of tariffs, it is set where the global markets have been seeing a decline in US activity and more important acts that show that the US economy is feeble and the US infrastructure is not in strength, it is merely getting by and that is a dangerous place to be in. Even as I predicted that the inactions and the inability to act against Russia will be felt when Russia calls the bluff of America, it is now showing that the US on a larger scale is showing to be set towards a series of hurdles that will stagnate its economy and over the long haul (within two years) will show the danger of another recession, so when that happens and projects get halted, how will Sprint and other players pay for 5G? Entrepreneurial innovation tends to demand buckets of cash, cash that is not available, certainly not readily. Protectionism is merely the first hurdle and one of at least three in the setting of the tariff war. The Financial times gave the people the biggest fear and doubt on February 21st with “US ‘too big to fail’ regime set for Trump overhaul“, that ‘too big to fail‘ has been used before and a whole bunch of billionaire grapes got bitten rather badly in Europe. It is not merely the Chapter 14 implementation with the by-line ‘to shield the tax payers’, it is the text “Both Wall Street and overseas regulators have warned the administration over the dangers of dismantling the system but the Treasury said it wanted to narrow its use so it could serve only as a last resort“, the fact that ‘narrow’ and ‘Wall Street’ imply that the Chapter 14 will lack the teeth it needs and as such it is another parachute for the 1% bankers, banks and those making upwards of $253 million a year. So how much will this marker cost the tax payers in the end? Even as there is an abundance of recession fear articles and announcements by the media at large, that part even as it is likely to happen, it is not certain to happen and that fear needs to be removed (by other means than the Chapter 14 messages). You see, the problem is that the 1% has enough wealth to survive the next two recessions, whilst the quality of life of the other 99% has not been pushing forward towards the level it needed to be. So they will get hurt really bad if another recession happens within the next 16 months, which is close to all speculated views by the media at large. Whilst that is not much of an indication, the events in Saudi Arabia is only one element, the other elements is the one we will see next

Other players

There is more than one player in all this. The first is seen by CNBC (at https://www.cnbc.com/2018/03/05/saudi-russia-oil-deal-leads-to-bigger-russia-role-in-middle-east.html), where we are treated to “The partnership with OPEC, led by Saudi Arabia, allows Russia to strengthen its hand in the Middle East at the same time the U.S. role has been diminished“, the diminishing of the US as stated by other sources closes doors to the US on several shores, a dangerous change that comes at one of the least fortunate times. The quote “it is now the foundation for a broader relationship that has the potential to reduce already waning U.S. influence in the Middle East” is foremost set to the chilling friendships with Syria and Iran, it is not merely there. Turkey has been out of control for the longest of times and now that Turkey is smelling blood, it is trying to get much more out of the US, making them a very expensive ‘friend’, more so, the question becomes was Turkey ever a friend? In that whatever bites there could hinder the US with its access to the Middle East at large. Should Incirlik and Izmir become an issue, the economic print of the US would drastically change, because that would require the US to find a way to grow the option to get a base in Saudi Arabia and optionally in Israel. Whilst neither is a given, the costs of that will be staggering and the economic footprint of the US will equally become an issue down the road. Even if there would be an option to get one in Western India (who would like that economic windfall in their region), it would be a drastic fund pressuring move for the US.
Another option would be in Egypt and if that becomes an option it would in the longer term benefit both Egypt and Saudi Arabia, whilst Egypt gets to grow its stability in the Sinai, the US would become a much larger target in Egypt, wherever its base would be placed. So that too would come at a cost for the US in a time it needs to turn over every dollar it spends. Another is Jordan, but there is no way to tell the impact, the costs and the options in that regard as I have no clear information or sources to give at this time. You see, the memorandum of understanding was signed with Jordan with Rex Tillerson a mere 3 weeks ago, so adding a conversation of adding a US base there might not be the one that would work (pure speculation from my side). In addition, the EU News (and others) who gave us “Commissioner for Trade Cecilia Malmström added: “These US measures will have a negative impact on transatlantic relations and on global markets. In addition, they will raise costs and reduce choice for US consumers of steel and aluminium, including industries that import these commodities”” gives rise that there is a cooling of ‘friendliness’ between the EU nations and the US to some degree, so there is that impact as well. I am not talking about the tariff, I am talking to the diplomatic language where Dutch Prime Minister Mark Rutte gave us “Relations with the United States can no longer be taken for granted“, which is not a good thing as the Dutch port of Rotterdam is the gateway to Germany and its industrial heart, in addition the US pressures on France regarding the Iran nuclear deal could impact the two, but that is not a given, even better, it is unlikely to be an issue, which is a plus point, for the US for now as the Italian elections are over and the anti-EU parties made a massive gain (from 4% to 18%, whilst they surpassed the Berlusconi party) is still an issue in play. I agree with the Guardian that stated that the EU-issue is not in play, but as we see (at https://www.theguardian.com/commentisfree/2018/mar/03/italian-elections-european-union-populism), the need for Berlusconi was the man to save them from populism has now become a non-reality, the impact will grow and in that matter the US would need to play nice, very nice with Italy. You see there was always going to be an issue with Matteo Salvini, yet the fact that they became the largest party with 37% was unforeseen. There is no issue with iExit as the Italian version of Brexit is called, but its anti-immigration policies will give headaches for many EU nations and as the impact of US-EU nations is cooling, becoming an enabler for Italy might be the wiser of solution for the US. The BBC (at http://www.bbc.com/news/world-europe-43294041) gives much more, but the power is at the end with “Voter frustration here in Italy but evident and ongoing in Germany too surely shows it’s time for Brussels to sit up and really pay attention“, the shown fact that Brussels have not been doing that is the anchor around the neck for the EU and that will impact the US numbers as well. Even as Germany was the biggest friend of the US in the EU, the tariff and, the EU army and the need by America for Germany to play a larger role in the EU borders (taking some pressures from the US) are all elements that put more and more pressures on the US, even as some of the needs by the US are very valid, we need to realise that Newsweek gave us “Germany’s top diplomat has told foreign policy experts that his country’s relationship with the U.S. has suffered irreparable damage under the administration of President Donald Trump“, even as the damage began in the previous administration (to a small extent), the chosen path by the Trump administration has been adding negativity to it all. Syria must be seen as the largest of catalysts in that regard, it is merely my sense of humour that the Germans see the forced ‘friendship‘ with the French as a larger issue than the actual absence of the US in all that, but that is just my take on humour.

All these elements are part of the economic switch in all this, in support of this, there are sources that show that Saudi Arabia wants to grow its arms industry and as SAMI (Saudi Arabian Military Industries) is sitting down with the Russian who are eager to accommodate, I need to wonder why the hell Raytheon and Northrop Grumman were asleep at the wheel, or decided to remain vacant from that setting. So even as Remington (American outdoor Brands) has a product of sheer excellence, they are now not at the middle Eastern table, but in a novel mentioned in Chapter 11 and seeking a quick sale, perhaps someone can tell me how much could have been gained at the Riyadh SAMI conference table? So even as we read (at http://www.business-standard.com/article/international/saudi-arabia-wants-to-make-their-own-weapons-russia-eager-to-help-118030300622_1.html) that “likely to alarm American policy makers, who worry about losing ground to Russia and China in the Middle East“, where we see that this is understated to the largest degree. With “They’re already planning to buy the Russian S-400 air-defense system, under a deal that would let them manufacture related products at home” as well as “Half of Saudi procurement is supposed to be done locally by 2030, from about 2 per cent today” we see the extent of the market lost for both Raytheon and Northrop Grumman as two of the largest players in that field. Someone (more than one player) was asleep at the helm and by playing the card of exclusivity the ended up playing the card of exclusion, which takes them out of the game as such and that is the issue in this, because as far as I see it we have not seen such a large shift of plays optionally towards Russia and away from the US since before WW2, perhaps it might be more correct that this has never happened to this degree in history, that too is a factor that must be considered; so, suddenly the extended play changes. I mentioned part of this on Feb 24th (at https://lawlordtobe.com/2018/02/24/losing-values-towards-insanity/) in ‘Losing values towards insanity‘, yet I only had some unconfirmed parts and no idea why I had some parts, I had these parts a week ago, yet all these parts came to me over the last 24 hours with 1-2 exceptions, now we see a shifted picture. When we consider LLC Megaline (as well as Concord Management and Consulting) where Yevgeniy Prigozhin and Dmitry Utkin allegedly have been preparing to grow an ICT/Mobile infrastructure in Syria, that whilst construction fortunes would be coming their way too, the entire growth with Saudi Arabia as an optional side allows those two to split a few billions between the two of them, whilst at the same time growing the other fields they have access to and get a seat at the Saudi Arabian table at the same time. A side I never saw as I did not have the information I have read over the last 24 hours. To get any additional part in that play could set me up for life within 3 years, to get a 400% better lifestyle in 36 months than the 36 years of hard work allowed me to get is what would get any person to change their pupils to dollar signs and that is merely in their need for ICT, Data farms, Mobile facilitation, Data systems, forecasting, reporting and logistical infrastructures. In all this we see the clear evidence as given by several players that is now on route in a place where the US has a setting that is diminishing, so as those currencies go elsewhere, do you think it will not impact the US economy. That is apart from the greedy pharmaceuticals that are now pushing on India for the longest time. It is an additional place where non-US players will have options to gain market share. All that because certain players in the patent field were enablers towards the few greedy US pharmaceuticals as they increasingly ‘demanded‘ more and more outside of the patent scope that was once given (the attempted Trans Pacific Partnership was clear evidence of that), now we see hat impact and the US is at the axis of an economic switch where someone else will soon decide whether that switch will be switched on or off, no longer as the setting where the US sets the status, which is something the US has not faced before ever as far as I can tell, even the 2004 and 2008 events did not remove that option from them, but that is now a reality from sources like Bloomberg, Reuters, the Financial Times, CNBC, BBC and other players are setting the view that we are getting now. Even as none as saying it outright, the news as given provides a speculated picture where that may become a reality. I do believe that it could be prevented to some extent, but at the current course of the US ‘Kingmakers’ and ‘Wall Street regents’, that reality is slowly being removed from the US table of decision makers and once that reality hits, when they have to report that the Switch is set to ‘OFF‘, the impact will hit pretty much every market where the US is policy maker.

A world where the US player involved goes from being exclusive to excluded!

I wonder how the media will then cover it and who will they blame, because they will always be about laying the blame.

 

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