Tag Archives: Saudi Arabia

Happy birthday

Yes, I wish me a happy birthday, so bring on the cakes and lemonade, it is my birthday! Well, not actually, but it would fit as today is world animal day (and an applicable day it is). Yet that is not what I will be looking at, today is the day that I look at the misguided effort of people to remember what is not proven. First the one who gets the most consideration, the Washington Post; we see (at https://www.washingtonpost.com/world/2019/10/02/protesters-gather-outside-saudi-embassies-worldwide-remember-jamal-khashoggis-brutal-killing/) ‘Protesters gather outside Saudi missions worldwide to remember Jamal Khashoggi’s brutal killing‘, with the first part where we see ‘brutal killing’, we cannot prove either, which is besides the point that not all killings are brutal, a mere change towards the palette. So when we see: “members of Reporters Without Borders stacked dismembered mannequins clothed in “press” jackets and armbands outside a Saudi Consulate as a poignant reminder of the gruesome manner in which Khashoggi was killed and allegedly dismembered by Saudi agents inside the Saudi Consulate in Istanbul“, we see a lack of facts and an absence of evidence.

In that regard, how much consideration and remembrance were given too Ibrahim Abdulkader and Firas Hammadi, journalists murdered in Turkey by Daesh on December 27th 2015? Perhaps there is a moment of silence towards Serena Shim, 29 years old allegedly murdered by Turkish Intelligence on October 2014 in Suruc, Turkey. The list goes on with Hrant Dink, İsmail Cihan Hayırsevener, Yaşar Parlak, Önder Babat all murdered journalists, and for me the evidence that the media to a much larger extent is hypocritical in nature. We see millions of Jamal Khashoggi, with a lack of factual evidence, yet these murdered people go unnoticed and it all happens in a nation where last year alone 122 journalists received a jail sentence. So it might seem funny to some to see the Arab News (at https://www.arabnews.com/node/1562756/saudi-arabia) who gives us the headline ‘A year later, justice for Jamal Khashoggi is yet to be served‘, whilst all the dead journalists in Turkey (nearly all Muslim journalists) are actually and factually forgotten, is that not strange too? It seems that the missing body of Jamal Khashoggi is used as the missing teddy bear for whoever wants to attack Saudi Arabia without factual evidence.

It is then that we see Newsweek (at https://www.newsweek.com/khashoggi-turkey-saudi-arabia-pompeo-1462584) who gives us: “Writing under the nom de plume Owen Wilson, he said Turkish officials switched their initial story that Khashoggi had endured two hours of interrogation and torture before being murdered. “What Turkey has shared in factual details since then has gradually shrunk the ordeal for Khashoggi from two hours to 10 minutes,” Wilson said.” This is interesting as the report by Agnes Calamard never made mention of the timeline involved, in her document we see towards the presence of a doctor: “His presence suggests one of three options: 1) that murder was the primary intent of the mission; 2) that murder was planned after several days of interrogation; or 3) that murder was the immediate second option should Mr. Khashoggi refuse to return to Saudi Arabia.” It is her inclusion towards the timeline that torture was expected to last for days, whilst there is still the debate whether their actually was torture. This is mentioned in the segment ‘Credible Evidence of Premeditation of Murder‘, when we consider that and we see the larger failing of evidence we need to realise that there is a lot we may never know and in light of that, we Miss Calamard hides behind “the 15-man team included a forensic doctor, Dr. Tubaigy. There is little plausible explanation for his role, other than the role he filled – dismembering and disposing of the body” which leads me to my question ‘What actual evidence is there that Jamal Khashoggi was ever dismembered?‘ There is no evidence and the implied parts of speculation into things that cannot be proven are all over the essay that she submitted to the United Nations are all over the field.

As the media whips up more and more banter and speculation, we are removed more and more from factual evidence. And in this Newsweek has more, when we see: “Turkey had at least seven hours of recordings from the mission between 28 September to 2 October 2018, but only once played 11 minutes of the recording to secret-service delegations from the U.S., the U.K., France, Canada and Germany.” the most important part of the entire issue is missing. The clear premise: “what evidence is there that this recording is an actual recording of Jamal Khashoggi, what forensic investigation had been done?” we see the issue. As Turkey has changed, upgraded and downgraded the media attention and limelight (most likely at the request of Iran), there is a lot of evidence missing, the additional case of Turkey having the most incarcerated journalists on the planet was ignored by almost every media publication who was riding Khashoggi exposure gravy train, a most relevant failing by the many media outlets.

For me the most relevant question in this is: “What are we doing to remember the dozen of journalists murdered in turkey, in some cases by the Turkish governmental agencies.” The lack of an answer here shows just how committed the media is towards the hypocritical oath, and the people all standing in some vigil, whilst they know on the inside that they have been played makes the entire matter a sad case.

I personally feel certain that Jamal Khashoggi’s live has ended in some way, but I cannot prove it. The fact that the media boasts issues that they cannot collaborate with the added mentions that Newsweek gives us is merely a stab towards the anniversary of an event no one can attest to, and in light of all the other things that has happened to journalists in that very same country in the last 10 years alone gives rise that the media has become its own worst disappointment.

 

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Making fun of the shallow

Yup, it is time to have fun and the Guardian got me here. They gave us 8 hours ago (at https://www.theguardian.com/world/2019/oct/02/uk-must-do-more-to-end-yemen-conflict). And that set in motion my need to make fun of people like Ruth Tanner and optionally Winnie Byanyima as well.

The laughter starts at the headline ‘UK must do more to end Yemen conflict’; you see it implies that the UK had done any they have not. Now, in defence here I state that it would have been hard to accomplish anything, and the stage of “it’s time for the government to respect the ruling of the appeal court earlier this year and immediately halt all arms sales to Saudi“, and as we see this letter from Ruth Tanner, Head of humanitarian campaigns, Oxfam we now see Oxfam as the joke they might need to be regarded as.

The issue is a large one, in the first, there is no mention of Iran in any of this, Iran has been arming the Houthi forces, they have been directly involved in actions into and against Saudi Arabia. In the second, we have seen humanitarian aid being stopped as Houthi forces took control of food and aid for their fighters in earlier months. All elements not mentioned in this shallow 224 word essay (an essay at best) by the head of humanitarian campaigns Ruth Tanner.

It gets to be a lot less entertaining (not for me though) when we see in other sources that Yemen foreign minister Mohammed Abdullah al-Hadhrami blames Iran for war, whilst he also blames the UAE for their choices in this escalating location, I will try to steer clear of that small part as it does impact, but not to the degree that allows us to make fun of Oxfam. The fact that Oxfam sails away from the fact that Houthi forces had stopped and interfered with humanitarian aid and relief is just too funny to ignore, especially as Ruth Tanner makes no mention of that part. It’s like hearing Jimmy Carr say: “I sometimes get love sick, well they call it Chlamydia“, and as we see that ‘wisdom’ styled by Ruth Tanner: “Let’s end the Yemeni conflict, let’s call it: ‘stop sending arms to Saudi Arabia’

The fact that Iran is still sending missiles, drones and other goods to Yemeni Houthi will only lengthen the entire matter and it will get additional thousands killed. If there was more consistent support for Saudi Arabia this entire matter would have ended 2 years ago. Yes, TWO YEARS AGO! As such we could make the case that Oxfam (and several other parties and players) are directly linked to the increase suffering in Yemen. We could have a go at Ruth Tanner with the additional question “Was it that time of the month for you to rely on ‘to push for a nationwide ceasefire’ whilst ignoring 50% of the involved parties here?” We have clearly seen that you have a lacking grasp of the entire matter, but you were clear enough to show your lack of the matter in a 224 word letter whilst the entire matter is a lot more complex than that. In addition we can ask Winnie Byanyima, Executive Director of Oxfam why she did not reign in Ruth Tanner when she could have, or better as she SHOULD have done a much better job in informing the audience, which in light of the focal point of Oxfam “alleviation of global poverty” beckons the question why global poverty is a focal point in a war torn nation when there are focal points that Oxfam (according to their mission statement) should focus on; in this case Madagascar, Comoros, South Sudan, Liberia, Mozambique, Niger, Malawi, Congo, Central African Republic and Burundi come to mind, no, we see nothing of them, just a shallow completely unacceptable piece on Yemen comes to print. In this, the Google search gives us: ‘”Ruth Tanner” Oxfam’ with as a result the hatched in the Guardian and after that a mention in the Evening Standard (July 19th), the Telegraph with one small paragraph (June 19th), a few quoted and requoted issues the day before and then the Independent on April 6th. I reckon with that lack of visibility she has a larger problem to deal with, adding what some might regard as a ‘load of bollocks’ will not (and should not) help her.

All whilst last Sunday evening we got “Houthi rebels used civilian infrastructure to launch a ballistic missile at Saudi Arabia on Sunday” (at present unconfirmed), in the stage where the Houthi forces had stated that they would no longer fire into Saudi Arabia in the week before, a promise that was hollow at best. Yet in all this and in all these escalations Oxfam was all about ‘stopping arms sales to Saudi Arabia’, as I personally see it they need to get a clue to comprehend or merely look at the well-being of cows in Applegarth, Aughton, Bilton and Calderdale. They might be able to stop the plight of cows (if there are any).

I agree that it is relatively easy to make fun of any charity, and for the most I never do this, yet to see a letter this short sighted getting attention in the Guardian made me want to step up my game (to deal with my own irritation and frustration). The fact that the clearly established involvement by Iran in all this was not part of the consideration and neither was the Houthi attacks on humanitarian aid in the past made it essential, again a Jimmy Carr comes to mind: “I told my best friend that I fucked his wife and got her pregnant. That cured his hiccups!” Yup, the total absence of subtlety tends to give light to the need of what cures a person (hiccups being the obvious issue here).

As we end this go at Oxfam, I wonder if they wizen up and have a realistic look at the events out there. Especially in light of the situation that was reported one month ago: ‘The UN fund for Yemen has received only a third of the funds needed; most vaccination programmes have already stopped as a result‘, and even as Al Jazeera gives us: “Abu Dhabi and Riyadh pledged $500m each but have so far failed to pay up as humanitarian disaster worsens” the underlying issue is not with these two players, the entire setting of “the UN and humanitarian partners were promised $2.6 billion to meet the urgent needs of more than 20 million Yemenis. To date, less than half of this amount has been received” gives view of a much larger failing, more important, as CNN gave us ‘CNN exposes systematic abuse of aid in Yemen‘ with the added “according to UN reports and CNN reporting on the ground, some of that food is being stolen by Iranian-backed Houthi rebels, on a scale far greater than has been reported before“, as well as “humanitarian and local sources said that aid was now being held up because local tribal leaders associated with the Houthi government were blocking its work” (at https://edition.cnn.com/2019/05/20/middleeast/yemen-houthi-aid-investigation-kiley/index.html). In all this there has been a massive failing on several levels and Oxfam merely whips it off with a ‘Let’s end the Yemeni conflict, let’s call it: ‘stop sending arms to Saudi Arabia’‘, which makes Oxfam come across as a joke and I have no issues whatsoever to have a go at Oxfam, especially when the stage of the matter is a lot larger, as we see in the quote: “Last year the World Food Programme publicly complained that about 1,200 metric tons of food was “diverted” — diplomatic speak for “stolen

The WFP said, asserting there had been fraud. As well as falsified records, the WFP said it discovered unauthorized people were given food and other supplies were being sold in markets in the city. In all this when we see the stage we see David Beasley, executive Director of the World Food Programme is in as we take notice of: “Beasley wrote to the leadership of the Houthis, threatening to stop collaboration with the Houthi government-linked charity blamed for the problems, and to cut off aid altogether. “WFP has a zero-tolerance policy on fraud and corruption, and we cannot allow any interference from any person or entity … including from your officials,” the letter states. The immediate problem was addressed when the Houthis and WFP agreed on a new system of registration and biometric verification to stop abuses. But that’s not yet working.

I feel completely validated in using Oxfam as a punching bag. Even as you hide it in some letter to get secondary exposure through the Guardian (and optionally other sources too), there is a line that describes a stage of stupidity and hypocrisy that as I personally see it Ruth Tanner is in and as I personally see it should force Winnie Byanyima into action as fast as possible.

So have fun and make sure you get all the information when you feel hurt or angry, because this event clearly voices the face that Oxfam is eagerly willing to keep you uninformed as you react in emotion on events that are seemingly reportedly taking place.

 

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One step beyond

I waited for the news from more sources, the news that I got yesterday was too ridiculous. Even now, when I look at the ABC headline ‘Houthi rebels claim to have captured ‘thousands’ of Saudi troops in Yemen border fight‘ I am willing to ignore it. The force required to do that requires full and open cooperation of the IRGC, in addition, it would have required no less than 500 troops heavily armed. The news however kept on going and when I was treated to a video (at https://www.youtube.com/watch?v=WPa6HUxy11w) we see a lot of lose shoots, but there is no real evidence of the scope of the matter. That view is supported by the BBC, who gives us (at https://www.bbc.com/news/world-middle-east-49866677) “The video shows an attack on armoured vehicles, but there is so far no verification of the Houthi claim of a major military success“, as well as “But the video broadcast on Sunday instead shows what appear to be rebels firing at vehicles on a road. This is followed by footage of several burnt-out vehicles, as well as assorted light weaponry laid out on the ground and a group of men not in military uniforms marching down a dirt road“. It is presentation, yet not confirmation, claims we have seen often enough from Iran and from players like Hezbollah. And in all the Houthi response: “He said the evidence of the attack could not be shown for security reasons” reads just like it should be regarded as, as a joke!

Yes, traps and ambushes will get you some result, however the true victory over 2,000 men like that would have required Saudi Arabia to ignore the wisdom of Julius Caesar, who stated 2,000 years ago: “The first rule, whether you are engaged in war or not is to install defences against enemy retaliation“, that essential first would never have allowed for such a victory without hundreds of well-trained Iranian troops to support the Houthi soldiers out there. There are basic settings no matter where you are on the planet where an ambush would not have been prevented, but overall the damage would have remained limited.

It seems to me that the Houthi forces have been briefed by Iran to wage open war into Saudi Arabia, so no matter what story Yehia Saree (spokesperson for Houthi forces) gives us, unless he has video of a lot better quality revealing a lot more factual evidence, the only thing we see was an optional strike against a few vehicles using 2-3 RPG-7’s.

That would fit into the brief of Houthi activity and for those 500 kills, until the names are verified and checked, it could have been a mere mass murder site of Yemeni civilians, and that too remains an option. It is however a new step and it does not matter whether the kills were Yemeni civilians or Saudi citizens, the actions by the Houthis would not have been possible without serious Iranian support, that part is too often muddied away behind the screens. If we would have hi-res images of the weapons, there is a likelihood that we will see weapons that Yemen never had, in addition the video (at https://www.youtube.com/watch?v=jZw5taiYMqw) shows us (at 3:25) an ambush by 4 soldiers on an armoured vehicle, whilst no RPG’s were fired, whilst no firefight was going on, at best a few machine guns firing at an armoured vehicle, impact that the armoured vehicle might not even have noticed. Even as the ‘expert’ seems to believe it is confirmation, the shoots I see are separate takes of different moments, it is propaganda editing, if this was successful, we would get the full uncut version complete with brain matter on the dashboard. That is not happening, one reason is that the Iranian troops are not to be shown, the other shoots shows one vehicle in one shot and three vehicles with clear scorch marks from RPG impact, the Russian RPG-7 is merely the most likely weapon used (decent availability all over the Middle East). In addition, the ‘troop’ movement at 4:18 gives no evidence of any level that there are Saudi troops, optionally Saudi citizens, most likely groups of Yemeni civilians trying to get away from it all. The same is to be said from the group shot at 4:27, the chaos makes it most likely to be civilians and we see merely 2-3 dozen, for thousands to be moved the need for a huge military force would have been essential and nothing of the sort is visible.

What is a given that no matter how this plays out, the Saudi Government has a clear premise and as I personally see it a right to strike hard. And on a personal note, I would advise Saudi marksman to switch to the Accuracy International AX .338, good bang for the buck and it allows the marksman to efficiently thin the Houthi herd between 500-800 meters. OK, that might have been uncalled for, but you have to consider that there is a difference between presentation and war and it is time to give those ground troops more than a ‘packaged present’ from a plane. And if I can push forward British commerce at the same time, I will (Australia has zero quality long range rifles made in Australia), so I feel good about that element too.

Yet this is still madness and as such using the hit song from the band with the same name One Step Beyond applies, all the actions after the attack on the two Aramco sites are a clear path to open war, I believe that this was not an accident, I personally believe that Iran is actually scared at present, but their fear is founded on how many allies would step to the side of Saudi Arabia, this is a serious attempt to find fact in a sea of facts and fiction and Iran is uncertain at present, it knows that it can only lose, but the size of losses increases dramatically with every ally that Saudi Arabia gains in this open conflict. As the opposition against Saudi actions dwindles, so does the confidence of Iran and as their Nuclear deal is now at an end with 99% certainty, Iran has no carrot to use against the EU, it now has a much larger problem, because the oil impact took whatever sympathy vote they had in the EU away and now they need to see the state of affairs, how to prolong their options and as they realise that the west in general has no further interest in catering to Iran in any way, shape or form, the entire matter becomes a hazard play for Iran, that is as I see it behind it all, and as the NATO navy (UK and US) are now in the Sea of Dammam (Persian Gulf), the Iranian fleet options are almost completely out of the window and any actions will now add the UK and the US on the side of Saudi Arabia and they are not ready for that, if the IDF adds to that (because they have had more than enough of the IRGC) the entire matter comes to blow and Iran ends up having to concede in every field, moreover they will only be in a place to publicly admit to defeat, and after so many years the population will demand a massive national overhaul, which suits most players, but not the Iranian clergy, or the Iranian defence forces.

One step beyond is also what we are willing to do on removing the risk that is Iran, the bulk of all instability has been due to Iran and one of several; tools they have wielded: Hezbollah, they too will have a larger problem, with Iran out of the picture their actions stop and right quick, they will cry loudly on TV to get any UN deal whilst the IDF is not really in a mood to give them any options at all. These actions will lead to a larger stability to the Middle East with Saudi Arabia at the head of that table (which has seemingly been the best course of action for forever). It is time to strap on momentum towards resolving issues, not to maintain some balance of instability, we have had too many years (read: decades) of that.

The issue of the attack on Saudi grounds is still out in the open. There are disputed lands and there are non-disputed lands. Until there is a clear map on where the attacks are, we will see a clear path on how Saudi Arabia could and should respond. The harsh reality is that talks with the Houthi forces is without any hope of success, there are millions of Yemeni who have suffered on that and how we see the actions is up to all of us, yet to see what comes next, there is an interesting video that gives a really good timeline (at https://www.youtube.com/watch?v=veMFCFyOwFI). Yet we see an underline, it gives positive visibility to the Kingdom of Saudi Arabia as it used its wealth to create a strong infrastructure via roads making the nation almost completely reachable, giving them a huge opportunity to let the population grow, a part that always seemed missing in Iran (beyond Tehran) as I personally saw it.

Now that the forces come to blow Iran is rightfully nervous (perhaps outright scared), no matter how brave a face they show, even now the outright support that Saudi Arabia is getting is making Iran even more nervous and to avert utter disaster they need to see if they get any real support (beyond Russia and Turkey), in this Russia might not be willing to get involved for the mere reason that its tactical position increases if this comes to blows, whilst the EU and US spend funds in this region, Russia could decide to stabilise their margin to a larger degree, and Russia is in it for the long game, a tactic that Iran no longer has at its disposal, as such it is my personal believe that Iran is trying to see how far it can go now and again they are reusing the tools at their disposal, which in this case are the Houthi forces in Yemen.

 

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Branding

An Apple original, a Netflix original, Stan presents and so on. This is the view I started this morning when the trailer ‘For All Mankind‘ hit the screens. The game has changed and the value of IP has gone through the roof, finding quality IP is going to take on a new level of interest. Not merely finding the IP, getting there first means something now, it is a new form of Armistice and it is a game designed for all the creative Masters of Art out there. Yes there is the anticipation of new hits and movies we want to see. We look forward to people like Nicholas Cage (Primal), and Robert de Niro (The Irishman). Yet it goes further than that, the amount of movies that are popping up with references to ‘Basically, How to Write a Netflix Original‘, we see new cash cows coming into existence. Yet the basic need is not to write the story, it is to have the idea in the first place. I can, at any given moment drum up a new story; I have been writing my blog for several years now, creating over 1200 articles. All the articles have news references and have references to events, but creation was key! And that is not the stage, the stage is not the Wall Street journal (at https://www.wsj.com/articles/with-chips-down-saudi-arabia-finds-little-goodwill-in-the-u-s-11569495606) giving us: ‘With Chips Down, Saudi Arabia Finds Little Goodwill in the U.S.‘, this is a given and required little creativity, yet the creative eye will spot beyond the quote “Two-thirds of Americans now have an unfavorable impression of Saudi Arabia, according to a Gallup Poll earlier this year, the highest percentage the survey group has ever recorded for the kingdom. It is higher now than it was after Sept. 11 attacks, in which 15 of the 19 hijackers were Saudi“, it would be able to see that the anti-marketing machine that even included the United Nations (the essay by Agnès Callamard), where even with a lack of evidence the Saudi Arabian crown prince was painted as the guilty party, Eggy Calamari even gave us: “The killing of Mr Khashoggi thus constitutes an international crime over which other States should claim universal jurisdiction. I call on those States to take the necessary measures to establish their competence to exercise jurisdiction under international law over this crime of extrajudicial execution,” we cannot deny that the likelihood that the life of Jamal Khashoggi was ended in an unnatural way with a certainty approaching 100%, no one denies that, yet the who remains an issue and the reference “for which the State of Saudi Arabia is responsible” can only be made through circumstantial evidence (and it still remains dubious at that), whilst the use of that evidence leaves too many gaps, giving a clear failure as ‘beyond all reasonable doubt‘ is not met, yet in opposition these same state facilitating players have ignored actual evidence of Iranian actions of assaults and bombing of Saudi Arabian civilian targets. As such there is a creative engine in play and that engine is targeted at Saudi Arabia (the connections will make sense soon enough).

The actions by the UN to stop escalation with ‘US-Iran tensions escalate despite UN efforts‘, gives us the light that clearly produced evidence is ignored and shunned by the UN, giving us the stage that the discrimination of produced evidence is set aside, the western media to a larger extent has been accommodating to that, in the one case where the Washington Post could get a reprieve, even now when we see mere hours ago headlines like ‘Iranian president: US should end ‘maximum pressure’ policy‘ and ‘As tensions boil in the Persian Gulf, Iraq seeks to rein in Iran-aligned militias‘, we should notice that the Washington Post has gone to extremes to keep the mention of Saudi Arabia as a victim to an absolute minimum.

It is a new kind of branding, it is anti-branding. The western world is scared, too scared at present. First there was Huawei that has the hands on the largest bulk of 5G IP ever made, and it reduces several nations to an Intellectual property joke at best, the cream of all 5G patents is in the hands of Huawei (China), in this Reuters reported less than 12 hours ago ‘Huawei already producing 5G base stations without U.S. parts‘, more important, in 2020 that production line will be doubled, add to that that Norway is not siding with several EU nations not to block Huawei as a 5G solution has the US on the ropes, they are about to lose billions upon billions. It is the price of iterative complacency and it scares Wall Street. You might think that I switched topics, but I did not. There is a clear line.

As Saudi Arabia is more and more committed to build its Neom city, Huawei is now ready to implement their 5G solution and that pushes Saudi Arabia forward in ways never seen before. The academic consideration that Neom City will be on par with the latest Silicon Valley solutions has never been seen before and as that trail picks up speed, the IP consideration will be passed to other regions too, at that point IP firms registering their patents and Trademarks will rise in China and the Middle East even further, it is exactly the play I had in mind when I created my IP and even now I am looking at a golden parachute the size I never held possible ever before.

All this still reflects on the hindrance that pushes these technologies and there we see that Iran is becoming the larger problem in several fields. Even now, as we see projects grow, we also see the larger field that is fuelling this endeavour. The National gave us “Neom’s contribution to the kingdom’s GDP is projected to reach at least $100 billion by 2030” and that is a pessimistic view, as the 5G boundaries are met in Saudi Arabia, there will be a growing workforce trying to get their 5G apps on the ground as this could fuel millions in revenue for any app maker that makes it, and the most important part in this is the fact that being there first gives a lot more benefit for a longer amount of time. This path gained momentum as Huawei started to cater to 5G needs 6 months ago in both India and Pakistan, for Pakistan the middle East and in particular Saudi Arabia will give rise to more apps, better apps and stronger commerce; yet it is not merely in Saudi Arabia, the United Arab Emirates is also pushing for this boundary, as is Qatar. The experience in app making will spread form Pakistan further and further giving these entrepreneurs’ futures they themselves never thought possible under the stage of 4G and it makes them all hungry for success.

Creativity

It is there where creativity and needs interact. Whilst the arts are claiming a larger group to write idea’s for streaming TV, the creative engineers are pushing new telecom boundaries in 5G, setting a stage for a new kind of facilitation, one that is not limited to the iterative community, as they were trying to cater to the needs of guided anticipation, the innovators are going where iterative makers did not consider to look, 5 of my IP trains are on that track going decent for now, I still have a little more than 2 years to set the final stage, whilst the stage is curving to my desired needs more and more. That we see when IT Wire gave us ‘US seeks funds to remove Huawei, ZTE gear from rural providers‘ only 2 days ago.

As we see the quote: “Legislation supported by both sides of politics in the US seeks a sum of US$1 billion to help small and rural wireless providers replace equipment made by Chinese vendors Huawei Technology and ZTE Corporation“, we see a growing failure in the US. Don’t get me wrong, the US is allowed to do what it is, but instead of fuelling innovation forward, it is wasting $1,000,000,000 to remove rural equipment, whilst the supporting quote “helping small and rural wireless providers root-out suspect network equipment and replace it with more secure equipment” cannot be met with evidence on any level. Even the term ‘more secure equipment‘ is a grey remark open to interpretation, all equipment form 2018 onward will be more secure than the equipment that was installed in 2012, even with the latest updates this statement remains true, as this is the nature of the technology beast. What is adamant in all this that the lack of security in Huawei equipment was never proven other than one specific 2011 example, an issue that was apparently addressed and settled in 2013.

Even now, no espionage evidence by China was ever given in any way, shape or form. As I personally see it, this is all about economic foundations and progress and the non-Chinese solutions lack technology, innovation and quality to compete with China, now that the Middle East and Europe (to a larger degree) has allowed Huawei to get there, they will reap the benefits of it all, consider that over the next 5 years Neom city, block by block will be 5G ready whilst the longest changes in most parts of the world will be still upgrading, it will create a clear need for to use what is available and now we get to the union of both.

As we see the testing grounds of Saudi Arabia being there, the makers of streaming services will have a place to test and create 5G IP (or was that create and test). We have seen Hollywood, Bollywood and now there is a case to be made for Neomwood as well. If Saudi Arabia plays its cards right, there would be the stage for implementing and creating 5G streaming services and the creation of originals (to some extent) of TV series, shows and movies. People seem to forget that there are around 2 billion Muslims in the world, and the ability to cater to 25% of a global population, whilst the other creators have neglected this group offers a larger opportunity than most people realise.

Even as we accept the story of the 60’s where in the new production called for all mankind we see the stage and setting of the first woman on the moon, there is nothing stopping the Middle East of creating Islamic series that are about furthering their goals on the big screen and the little screen. The lack of actual quality TV in that regard (as far as I can tell) becomes more and more visible. There has been great controversy regarding the TV series Omar, I understand that thousands are stating that the show must be stopped because they believe such depictions are forbidden by Islam. Yet there are other ways to give light to Islam, to educate the non-Islamic community, and I believe that a larger stage could become apparent there. Also, the entire stage of soap series is seemingly ruled by Bab Al-Hara, a Syrian show by Bassam Al-Mulla that has been going on for 10 seasons, as I see TV watching people, they are never content with just one series and to be able to stream globally on 5G will be the larger need soon enough, owning the studios, production, IP and delivery will give whomever gets there first a much larger cut of the winnings and they can be huge, especially with 2 billion Muslims looking for more. I am still smirking (on the inside) to seek a way to make my idea: ‘How to assassinate a politician‘ a reality and optionally get it selected for Emmy and Oscar’s consideration (that is how I roll, never stop dreaming). In this, as I stated several times in the past, the slogan of FX (a filmmaker) is the best ever: ‘The story is everything‘, it is the holy grail that Apple, Stan, Netflix and all other streamers, as well as all other forms of medium are pursuing, it comes from creativity and as creativity overlaps from creation to technology we see a much larger shift in innovation, Whomever doubts that look at Big Brother and consider why it was a success. The overlap of technology, innovation and creation is a direct result of that is something that John de Mol Jr. saw immediately, it took a little while for me to catch on and it was an eye opener (I personally never liked the series, but I admired the approach of innovation and technology towards creation), now creation drives innovation and technology (as it should), yet I also accept that this interaction tends to be symbiotic and the direction of these streams can go in either direction making it the closest to a perpetual system, in this iteration will be the death of it and that is why I have been frantically against iterative designers.

In this, branding has been too much about iteration, Google and Huawei being the obvious exceptions, yet they are at present still the exceptions to that rule. I see that branding can be about innovation, but not the marketed innovation that Apple claims it is. Innovation as Heineken marketing shows it to be is a much better example, even as their product has not changed for the a longest time, their marketing has been on the edge of what is possible for over a decade, if we can keep creativity on that scale we have the making of long term success, no matter what field we move in, that is what the US fears, as innovation grows through Huawei, they see a dip that turns into a revenue canyon, the lack of forward momentum. Even now we see how economic momentum in the US is lost, whilst their IP investments are at an all-time high. If IP becomes the currency of a nation the UIS is indeed in a dire position and their stalling and delays of 5G will not help them, it is exactly in that part where we see the anti-Huawei weaves becoming a disaster for those embracing a non-Huawei solution. The fact that the hardware is not on par with Huawei is one part, the implied accusation ‘But Can They Scale Operations Timely‘ is a much bigger danger, as the markets evolve, scalability will be key and in that (for now) Huawei is far ahead of the others, making any non-Huawei advantage short lived, in addition to that part we see the earlier mentioned solution that Huawei is on the road improving and upgrading the base stations without US parts, when that one hits the US economy will take a much bigger hit, and as latency and delays add to the 5G part, those who want to be at the head of streaming will need to consider where they will be running from, as I see it there is a case to be made (to some degree) for Neomwood, when that happens, the revenue streams will change even further giving the US to live with the realisation that the entire Huawei war was the worst of all idea’s, especially when there were alternatives and especially as the security risks have never ever been proven.

I believe that due to data options there will be a larger change in trademarks in the next 5 years, also in that regard IP will decline in the US a lot more, as data is key, any delaying factor to 5G will have larger impacts over the next 24 months. Those who want to be ahead need to select what gets them there and not listen to fabricated fears and speculative events that have so far not been proven. As creativity shows, those who can dream the new stories, those who can consider the next idea will be catered to, because if the story is everything, the value of a poet and a writer outpaces the accountant by a lot. We can get all kinds of accountant a dime a dozen, yet how many poets are there? How many story writers and story tellers are out there who can spin a story that makes you sit down and relax? Consider what you watch on streaming services and what you are willing to pay for, now consider where the market is and you will see a large gap, a lag that was ignored for the longest of times. In 2020 alone we see a need to invest close to $50 billion, $6 billion by Apple alone for start-up; do you think that there is a higher need for a book keeper or someone who can create a story? As WarnerMedia buys back the old TV series Friends for $245 million, ready to spend $11 billion on content this year alone, how much are they willing to pay for an original idea?

Branding starts with a dream, or a thought that is actually original, how much originality could we find in the Islamic world that has ignored that path for decades? It is a path exploring, especially with 2 billion optional content customers. A path to a larger success that is currently written off through the fear mongering of governments and media needs, whilst there was not ever a need to do so; the facilitation of iteration pushed non solutions and whilst that happens, originality in content and technology will take a backseat to facilitate to the people who no longer should have any voice on the matter, their need to delay and slowdown innovation made it so.

 

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Desert for breakfast

There are moments where you see the road unwind in front of you, I am not meaning in some imaginary way, but in the real sense. Consider Highway 40 from Riyadh to Dammam, and you are on the road getting there, for whatever reason. Now as a driver you see the road ahead of you, yet at some point you do not merely see a mile or two miles ahead, your focus increases and suddenly you see 10-15 miles ahead, you sense all that is coming your way and whatever is driving in front of you. Ask anyone who drives a lot; it happens to all of us. A similar stage is unfolding now and in a different way. The first article in the Arab News gives us: ‘King Salman calls Aramco attacks a ‘cowardly act’ aimed at destabilizing Saudi Arabia‘, it is an important piece in all this, because in very unexpected ways, I believe that his royal highness was incorrect, specifically the part of ‘destabilizing Saudi Arabia‘, as it seems Iran pushed the wrong buttons and achieved the opposite.

We see this in the second part (at https://www.arabnews.com/node/1558581/middle-east), where we see ‘Aramco attacks solidify Iran’s ‘enemy’ status among young Arabs‘, it is not only there, we see that as the media is showing us more on the evil that Iran is doing, we see a movement where consideration towards Iran is waning and the politicians trying to broker selfish deals are now in a stage where their careers are now in question whenever they are talking about finding some political deal. The voices are changing the clearest in France, Britain and Germany, and this implies that not only is the nuclear deal coming to a clear end, there is the additional impact that the Saudi opposition we have seen over the last 6 months are waning as well. I believe that the quote “According to the Arab Youth Survey, which was published in May by the PR consultancy ASDA’A BCW, 67 percent of the region’s youth saw Iran as an enemy, as opposed to 32 percent who saw it as an ally” will shift within the next two weeks, as the Saudi Arabian population is getting more and more of the acts that Iran has been involved in, especially abroad, gives rise that the group seeing Iran as an optional ally will degrade to a mere 25% (or even lower) soon enough, as Saudi International students give rise to the acts of Iran will also give rise to contemplation to other local students wherever they are.

As the stage unfolds towards perceiving Iran as an enemy and a threat to stability in the Middle East, we see a larger group of people advocating harder acts against Iran. I personally believe that the US putting boots on the ground will also help the Saudi population towards the understanding that there is much larger unity against Iran, even as I noted and reported in the last two months that Saudi Arabia had been deserted too often when they were attacked, the last attack had international repercussions and it seems that more and more eyes are looking at what Iran is doing to others, giving a much better view of Saudi Arabia after all the targeted bad events view that the media in the west had been giving Saudi Arabia since 2018 (well, it was since before that, but it became a lot more negative since 2018).

There is an additional reason for a larger unification. As we look at the news, we see CNN report 5 hours ago that “Iran’s foreign minister has raised the prospect of a new agreement with the United States that would see permanent sanctions relief exchanged for Tehran’s permanent denuclearization“, whilst Reuters gives us an hour ago “Iran ruled out the possibility of negotiating a new deal with major powers“, in this we see Iranian Foreign Minister Mohammad Javad Zarif as the two faced monster, merely seeking the limelight at every opportunity he gets. All whilst the Washington Post reports 9 hours ago ‘Iran’s foreign minister says diplomacy with the U.S. is over‘ with the leading quote “any prospect of direct interaction between U.S. and Iranian officials is now officially eliminated“, I personally believe that the people have had enough of the banter by this petulant toddler named Iran, in addition we see that the Media is taking a less positive stance towards Iran, all these elements are seemingly polarising at the same time. Not only is there stronger unison within the Kingdom of Saudi Arabia, there is also a larger awareness that stronger ties with Saudi Arabia could also result a much larger play towards actual Middle Eastern stability.

Yet the battle is not over, only 25 minutes ago, the Financial Times reports (at https://www.ft.com/content/1e818d2e-de30-11e9-9743-db5a370481bc) that ‘France and Germany add backing to call for new Iran nuclear deal‘. Clearly there are mutters in the ranks all over Europe and making sure that everyone knows what games are played becomes essential in stopping Iran. The becomes a larger issue when we see “If it was a bad deal — and I’m willing to accept that, it had many, many defects — then let’s do a better deal,” UK Prime Minister Boris Johnson said. The problem with that statement is that the EU will have to give in towards Iran to some degree and when we consider that Iran has violated conditions of the nuclear pact 4 times already, we see a larger failing. Even as we accept the larger view that the Financial Times gives with: “The time has come for Iran to accept negotiation on a long-term framework for its nuclear programme as well as on issues related to regional security, including its missiles programme and other means of delivery” (a part I do not deny or oppose) the issue is not the media, when you consider the timeline.

Mixing the message

It was interesting to see that the Arab News was on my side 3 weeks before I got here. Arab News (at https://www.arabnews.com/node/1548681) gives us in the article ‘Iran’s mixed messages on negotiations with US‘ several issues and is goes beyond the US, Iran is doing a similar tactic with the EU, the media in the last 24 hours ago are a decent indicator of that.

In the article Dr. Mohammed al-Sulami gives us: “It asserted that Zarif’s attendance provided further proof that it is actually the US president who is suffering diplomatic isolation, as it had previously claimed. Rouhani also announced that he too would not mind meeting with any foreign official, so long as this meeting would bring benefits to Iran and serve its national interests“, as well as “However, the supreme leader has found a possible way out of the current impasse by launching a new slogan, “heroic flexibility,” under the pretext that any negotiations that take place with the “Great Satan” within the framework of aiding Iran’s nuclear program could be allowed if they meet certain objectives“. These parts come to blow when we consider the final quote: “Arab countries should learn the lessons of the recent past and seek to play an effective role in any future negotiations to maintain their own interests, given the fact they are the ones most directly affected by the Iranian regime’s behavior in the region” there is a larger play and even as the limelight is on a nuclear deal and an optional deal with the US, the game that is unfolding is mixed messages that are on the second level aimed at the neighbours of Saudi Arabia.

How did I get there?

There are a few parts in this, first it is the speech by President Rouhani which is the given in the headline ‘Iran asks West to leave Persian Gulf amid heightened tensions‘ with added text “Rouhani separately promised to unveil a regional peace plan at this week’s upcoming high-level meetings at the United Nations“, with all due respect, asking a proxy war player like Iran to handle a peace plan is like asking Mr. Fox whether he could watch your chickens whilst you go out to have lunch, Mr Fox ends up getting a much better meal in the process. I believe that part of this scenario involves Bahrain and the UK Royal Navy base at Salman Port. With the British SAS now upping security, the IRGC would not be able to carry out any actions against targets, they are no match for the British SAS, it would not be a war or a skirmish, and it would merely end up being an exercise in IRGC troop extermination. It is merely one of a few handles that the mixed messages from Iran open. The mixed messages also increase pressures and stress levels in Qatar and the UAE, not to mention Oman.

How wrong am I?

That is up for debate, the entire matter is still moving along and in the end it depends on the moves and actual tactical moves that Iran will make, more important, they will not make a move until the final moment. In all this, as the Arab News reported less than an hour ago (at https://www.arabnews.com/node/1558801/business-economy) where King Hamad of Bahrain denounced the “serious escalation targeting the security and stability of the region”, I believe that this is still true, not in regards to the stability of the Kingdom of Saudi Arabia, yet it is my personal view that the mixed messages is about creating inactions against Iran. It is an intelligent move, with the number of opponents that Iran faces; it wants to keep Qatar, Bahrain and the UAE out of the mix for the longest of times, whilst using the non-aggression pact of Oman to keep waters as traversable as possible. All the indicators I see is that Iran is very much ready for hit and run attacks where it can and when they do take this journey they want local waters (Oman, UAE and Qatar) to be a hindrance for the non-Middle Eastern nations participating in the actions against Iran. It is my personal view and optionally in incorrect one, but I do remember my maritime training and when we take a look at the UN Convention on the Law of the Sea (UNCLOS, Part III), we get to see in Article 41 we see that ships in transit to respect applicable sea lanes and traffic separation schemes. Such a scheme does exist in the Strait of Hormuz, adopted by the International Maritime Organization, which directs westbound traffic within the strait through Iranian territorial waters. It’s not clear where in relation to the outer limit of Iran’s territorial sea the Stena Impero was when the Iranian action took place, but Iran is not alleging the ship had no right to be where it was, and now we see that when article 41 is applied any military vessel obeying that would become a juicy target for Iran, if the bordering nations demand that sea lanes are respected and no transgressions in their local waters will be tolerated, that situation becomes very real; the NATO fleet and US fleet could optionally get stuck in the Gulf of Oman, as such, my view on trying to keep Bahrain, Qatar, Oman and the UAE on the fence would be a larger tactical problem soon enough and whilst Iran plays their mixed messages game and there is no state of war in play, Iran gets to have (for a limited time) a tactical advantage in the Sea of Dammam (aka Persian Gulf).

Basically we would all like desert for breakfast so that the day seems more sweet, however if it was up to Iran, porridge would be the only acceptable dish, salted porridge, served in the Gulf of Oman.

 

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The new bitches

Even though I made the exact reference towards Hezbollah: “he will want to hide behind any UN skirt hoping for talks” yesterday, not 8 hours ago we see reported. So as the Guardian reported “an offer from the country’s Houthi rebels to halt all attacks on Saudi Arabia, saying it could bring an end to years of bloody conflict“, we see happen what I expected. The bitch in question is Martin Griffiths from the United Nations and he is the bitch of choice for the Houthi forces. Hiding behind his skirt because Iran needs to dial it down by a lot at present.

The quote “Implementation of the initiative by the Houthis “in good faith could send a powerful message of the will to end the war,”” shows that UN envoys are just as misrepresenting political hacks as all the other hacks. If he was even just half a bitch he would have ensured that ALL UN aid will now be totally unhindered, would he? Yes, that is exactly what at present is not achieved, merely the Houthi forces trying to stall after they knowingly lied and giving Iran the breathing space they need, and they got lucky, they ended up with access to a tool like Martin Griffiths. In all this the Saudi response makes perfect sense. And the quote: “We judge other parties by their deeds, actions and not by their words, so we will see [whether] they actually do this or not“, I believe that this is correct and the fact that Martin Griffith has nothing to show than merely an optional notification of intent is just a joke, especially after all this time.

Why my anger?

The problem is not the anger; it is the frustration where the UN has become nothing more than a tool giving additional buffers and time barriers for organisations like Hezbollah, Houthi and IRGC forces to stall for the next batch of actions. If the Houthis were sincere for peace than no UN impediment to humanitarian aid would exist, that fact was seen last week as reports gave us “Last week, the Houthis indiscriminately fired artillery shells against the residential areas in Tuhyata district of Hodeidah, leaving nine civilians killed and 10 others injured, including women and children, so it is my advice to Martin Griffiths to start getting REAL results or consider a sidestep to becoming an Uber driver. This is not hard, it is not complex and it need not take forever. Merely give the ultimatum that no offers are accepted, or considered to be true until all UN humanitarian aid for sustenance and medical needs can continue unhindered.

He did not get that done, did he?

There is actually an additional part that the Wall Street Journal (at https://www.wsj.com/articles/yemeni-rebels-warn-iran-plans-another-strike-soon-11569105344) gives to the readers. Now this is shallow, even for me, but consider the quote: “Houthi militants in Yemen have warned foreign diplomats that Iran is preparing a follow-up strike to the missile and drone attack that crippled Saudi Arabia’s oil industry a week ago, people familiar with the matter said“, the issue is ‘a follow-up strike‘, implies (not a given) that Iran also did the first one, now follow up is ambiguous, yet the fact that they were aware means that they are either still tools, or more closely connected to Iran in some way (or they were either bluffing or lying).

And as they contradict themselves with: “Mohammed Abdul Salam, the Houthi spokesman, denied Saturday that the group had delivered any warning to foreign diplomats about potential Iranian attacks” implies to me that they are still merely tools, and that in light of the revelation one day later gives us the stage that there is no real guarantee of non-shelling of Saudi Arabia, merely a set stage for denial and delays, and in that Martin Griffith was the perfect tool to use, he was seemingly all dressed up for a press conference, only to find that he is on a stage whilst he is the wild card on ‘Dancing with the stars‘ and he judges are not looking for a dance, they are watching out for diplomatic results, and he has none at all to offer.

And yet, I might be wrong, it was not Dancing with the Stars, it was Stand Up Comedy Hour, that part is seen when we consider: “Mohammed al-Bukhiaiti, a member of the Houthi political council, urged Saudi Arabia to join them in the cease-fire“, the attacks on Saudi soil does not warrant any cease-fire at present and by falsely taking the credit for something that Iran did, they are aligning themselves with the enemy of Saudi Arabia, a better reason for not handing out a cease-fire is unlikely to exist. And I must give credit where credit is due, the man is quite the comedian, when we consider “Yemen and Saudi Arabia have common interests and that is why we hope Saudi leadership will respond to this initiative“, one could argue that attacking Saudi airports and citizens imply that they have nothing in common and when we optionally consider that stopping the United Nations from giving aid to a desperate civilian populations implies that the Houthis only have their own needs in all this and at that point their comedy becomes a bad joke, an insincere one at that.

We see that the article ends with “Adel al Jubeir, Saudi Arabia’s minister of state for foreign affairs, called the attacks “a criminal act conducted with Iranian weapons and so we hold Iran responsible for the attack that not only targeted the kingdom, but targeted the world as a whole.”” I respectfully partially disagree with the honourable Adel al Jubeir, it is not merely ‘a criminal act conducted with Iranian weapons‘, it is the connected reality that no other user could have gotten the results that were seen in the two attacks a week ago, that part also gives rise that only Iran could have done what was done.

So here we are giving consideration to the new bitches, those who will facilitate in useless ways to get the limelight of non-achievement, hoping that a stale mate stage will draw people to the table, yet that is not the case, there is no stalemate, with Saudi Arabia now gaining economic allies willing to act because of what they are about to lose gives a different light, it pushes the pressure on Iran, their mistake was to be too good in their assault on the Abqaiq oil facility and the Khurais oil field. It took consideration away from all the tools that Iran had and puts the guilt squarely with Iran, that and the impact on the oil prices now has every gun turned on Iran, that and the fact that the State of Israel has been angered just once to many gives rise that Iran will face the wrath and anger from three directions, optionally a fourth one as well. A stage they have not had before, so trying to soften the stage through a tool like the Houthi forces is almost the only action left, when we consider those facts, we see that there is a stage where Martin Griffith could have achieved a whole lot more straight off the bat, that realisation alone makes him bitch of the week, and that is me making the claim whilst I never got some degree like Ford Dorsey Master’s In International Policy (feel free to sponsor me). Two graduates and a master degree (in science and law) is all I can be proud of, and I am proud of achieving that.

My largest issue is that these overpaid people are all about not treading on toes and live by the Charlie Brown status of ‘Walk softly and carry a beagle‘, whilst that stage was over and done by well over a year ago. the moment we realise all that this has been a lost stage and force a crucible, that is when we could get actual results, but that is not the game Iran wants to see and when I pointed that out Yesterday in my blog in the partial opposition I had to the article by Sir John Jenkins when we look at ‘on someone else’s terms‘, as well as ‘a willingness to respond‘. whilst the operative part is ‘willingness‘ I showed the larger flaw in the west addressing the issues in Yemen and as I personally see it a full support towards the Saudi view was the only way to solve this, whilst the west is optionally guilty of intentional one sided reporting in this matter, keeping Iran actions and strikes against Saudi Arabia out of the news as much as possible, the impact on oil made the attack of last week impossible to ignore, but that was the first time the west woke up, this flawed strategy is actually directly linked to the deaths of thousands of Yemeni civilians, the unreported and one sided reporting part. The media has its own skirt to flaunt and that part has been visible for almost a year.

So when we take about the new bitches, there is definitely a plural in play, it is not merely Martin Griffith, he is merely the weakest United Nations link, and at present most visible link in all this.

Should you disagree (always a valid point of view) seek out the list of ALL attacks against Saudi Arabia (Arab News and Al Jazeera) since 2018 and try to find the ones that the west ALSO reported on, that list should scare you enough to realise that we are sold a bag of goods by the western media to a much larger degree and I am not becoming one of those bitches, so I will take notice whenever I can.

 

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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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Listen to Caesar

There is a lesson I learned a long time ago, the lesson was given in 59BC, the importance of the installation of defences against enemy retaliations. A lesson 2,000 years old and now we see that the Kingdom of Saudi Arabia was not ready. We can argue how ready they were supposed to be, but the stage is clear, with the attacks by Iran, we see the beginning of an open war with Iran and Iran must be destroyed, we have no other option in this, they played the same game for too long and we have facilitated long enough.

There is an additional benefit for many in the west as well, as we are getting drowned by Corporatocracy, Caesarism opposes that and nullifies it to a larger extent and that is OK too. These corporations will get a direct impact on their bottom line towards government policy facilitation and the impact it has when an actual war is added to the mix.

The problem has become too large to ignore and even when we see people like President Trump shout (read: tweet) loudly, there are no actions, bankruptcy tends to do that, yet we can wage war on Iran. If we get Israel and Saudi Arabia on the path to attack, we will be almost there. Yes, we will get figureheads like Hassan Nasrallah make loud claims, yet like all those corporate types, he wants to shout, an actual full army carpet bombing them is not what he signed up for, he will want to hide behind any UN skirt hoping for talks, yet I think we can all agree that it is too late for that step.

Omar Lamrani, Stratfor’s golden boy (a strategic analysis firm) is correct, not only was the use and usefulness of drones underestimated, the fact that there was a 360 degree strategy in play, was equally not anticipated. For the longest time, there was a proxy stage in play, yet the timeline for Iran is ending, the nuclear treaty option they want to hide behind is falling apart in 40 days, 40 days is all they have left to play this game and without that treaty Europe and America will have to turn on Iran and that is what they still fear. As such a direct attack on Iran is what remains. Any person thinking that there is time for diplomacy is too delusional for words. All the papers are now on the stage where I was a week ago; my views have so far been close to 100% correct, in some cases a week ahead of several alphabet group players. I understand that the New York Times is still employing the stage of ‘Where the strikes originated remains unclear‘, I get that, but when we look at who could have done it and who don’t have the means and technology (optionally missing skill set too) at that point the list is reduced to one, Iran!

There is one part I had not considered earlier to the degree I see it, the New York Times gives us an indication of ‘Approx. orientation of impact points‘, it gives a larger credibility to my view of ‘painting the target‘, it implies that Iran had boots on the ground (read: tools in place) painting the target, most likely by laser giving the drone operators a clear target to head for, it gives a much larger credibility on the amount of drones, amount of hits and accuracy of hit targets.

In the Guardian article Becca Wasser, a policy analyst at the Rand Corporation gives a good view too (at https://www.theguardian.com/world/2019/sep/19/how-did-attack-breach-saudi-defences-and-what-will-happen-next) the Saudi infrastructure that was perfectly workable in the past is to be considered a hindrance in this war stage. As the water and oil targets are shown to be visible targets the need for security changes for Saudi Arabia and as such the existence of Iran has become a clear and present danger to the world. The problem in all this is the question becomes: ‘Who is willing to stand with the Kingdom of Saudi Arabia?

I personally am sick of this Iranian bully, I am unwilling to facilitate to a bully, I never was willing to do that. In this case we agree with the stage of ‘a limited military response, delicately calibrated to deter Iran from raising the bar again without sparking an all-out conflict‘, yet the size of the stage is another matter, I would want to hit several oil fields in Iran, in my view the tactical attacks should include Gachasaran and Yadavaran. If the hits are precise and strong enough the Iranian economy would get a larger hit than they are ready for, more important, any loud noises and threats would give rise to making additional hits at Pars, with Yadavaran phases 2 and 3 out of commission for another 2 years will tighten the economic bolts for Iran considerably. I would hope to test and tinker my solution to sink the Iranian fleet (because I have a sense of humour), yet in all this I believe the message that we have had enough of Iran is clear.

Even now as we see that the EU members are holding off on blaming Iran of all this, all whilst the missiles and sophistication gives rise that they are the only remaining optional culprit (well, the EU could have done it, they do have the technology), we need to act. We see that EU foreign policy chief Federica Mogherini used the situation to create a photo op with Iranian Foreign Minister Javad Zarif, yet I think it is too late for photo ops, do you not agree with that point of view?

I find the political position understandable, yet hypocrite, MI6, GCHQ, DGSE and a few other players have the intelligence that gives clear rise that Iran is the only remaining player, until last week there was room for doubt, the last attack was too complete and too high tech for Yemen or most other players and it is time to do something. Even as we agree with the quote: “Col. Turki al-Maliki told a news conference the Houthis were merely “covering up” for Iran by claiming responsibility“, we need to see this as a moment to act against Iran. and yes, we can the smallest degree agree with: “Saudi Arabia knows nothing about where the missiles and drones were made or launched from and failed to explain why the country’s defense system failed to intercept them“, indeed we do not know where they launched from, yet we do know who they were launched by, they were launched by Iran, or by direct guidance from Iran, it squarely puts the blame on Iran and that is where we see that Hesameddin Ashena, an advisor to President Hassan Rouhani is slightly too stupid for his own good.

I am merely baffled on just how desperate the EU is to give this much intentional leeway to Iran. Even now, merely 11 hours ago we see: ‘Belgium joins EU mechanism to trade with Iran‘, so even after the accusations without evidence against Saudi Arabia on the Jamal Khashoggi casse, we see ignorance and facilitation towards Iran with evidence, and if you wonder why politicians have less credibility than several drug dealers, here is the reason and the premise of that lost credibility.

There will be additional escalations over the coming week, yet I am not hopeful that the EU and US will find the courage to keep their word and deal with Iran, it is most likely to become a flaccid watered down response to a case that should never have been able to remain in play for this long in the first place. Even now we see the additional push from Germany to return to the nuclear deal table, the EU is that desperate to ignore facts and hide behind fairy tales. I wonder who the EU will blame when the first Iranian nuke is ready to be launched against Israel, how quickly some peace treaty will be stamped out and no one will deal with Iran. There is an 83% likelihood that such a nuclear event will end up getting labelled as ‘an unfortunate collateral event on Israeli soil’, exactly how long will such levels of danger be allowed to continue?

In addition, the tactical stage was used by Russia less than 24 hours ago through ‘the Saudis Should Buy Russian Air Defense Systems After Drone Attack‘, I wonder if that is so, there is a clear case that the current stage did not work as the premise of the current systems are not ready for drones, I wonder if the Chinese solution would work. I actually do not know, what is clear is that everyone is hiding behind every piece of useless data so that they can ignore the actual claim: ‘Iran has instigated an act of war!‘, it is a larger stage and in all this we need to accept that war is knocking on the front door of the Kingdom of Saudi Arabia and the politicians on a global scale need to be held to account for what happens next and more important, they need to be held publicly to account for their inaction. I personally see it as a group of people who would have taken any turn to facilitate towards talks with Nazi Germany in 1939, I wonder if they realise themselves just how stupid their point of view is, the old accepted point of view: ‘If the answer does not match the policy, change the question to make it match‘, might be partially optional in market research, in policy that are directly linked to war it is another matter entirely.

The next week will be interesting in several ways and when oil prices rise another 10%-20%, remember, your inaction (read: the inaction from your politicians) created that problem.

 

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What mattered most

I refrained from giving a view for two days, I saw the attacks on Sunday and I was ready to give voice, but then something happened, a change in the wind was there and it was important to look at that side of the equation. It all started on Sunday (at https://www.bbc.com/news/world-middle-east-49699429) with ‘Saudi Arabia oil facilities ablaze after drone strikes‘, yet that was not the real trigger for the west, there had been other attacks and the west ignored them, as I reported in several articles. It was: “Oil prices ended nearly 15% higher on Monday, with the Brent benchmark seeing its biggest jump in about 30 years” that woke people up, now there was finally a reason to report it, not the fact that the Kingdom of Saudi Arabia had been under attack for a month, it was the fact that fuel prices were going to rise.

And of couirse, the US ever willing to be late to a party gives us: ‘Attack on a major Saudi oil facility originated in Iran, U.S. intelligence indicates‘, which is weird as I had handed out evidence out weeks ago to show that Iran had been facilitating resources to attack Saudi Arabia, yet for me it is nice to know that I am more able in intelligence after 3 decades than the US has ever been. As such it is not interesting to read: “American intelligence indicates that the attack on a major Saudi oil facility originated in Iran, three people familiar with the intelligence told NBC News“, that part is not interesting, it is the part where we have known that Iran had been supplying drones to Houthi forces for the longest time, for many months, it would have been nice for US intelligence to hand out that information months ago, but I reckon until the prices of fuel soared there was no reason to show support for an ally, they claimed to be an ally of the Kingdom of Saudi Arabia, yet they never released the intelligence giving rise to lash out at Iran to any degree. That does not make for an ally that is the foundation for being an exploitation tool (at best).

And it gets to be worse, when you consider NBC News. The quote: “Secretary of State Mike Pompeo tweeted Saturday that Iran “launched” what he called “an unprecedented attack on the world’s energy supply.”” seems nice, but it only seems so. I wonder if the US officials are really about the ‘world energy supply‘ or the consequences of oil price hikes and the increased value it has on Aramco? It is the impact of the headline ‘Saudi Arabia oil and gas production reduced by drone strikes‘ that is scary to Wall Street, as production reduces, prices go up, the need increases and it changes the economic models for Wall Street, so again it is not really about the Kingdom of Saudi Arabia, or about being their ally, is it? It is about the profit margins everywhere else that is the actual debate behind closed doors.

So when the Wall Street Journal (at https://www.wsj.com/articles/u-s-tells-saudi-arabia-oil-attacks-were-launched-from-iran-11568644126) gives us ‘U.S. Tells Saudi Arabia Oil Attacks Were Launched From Iran‘ we do not see anything new here. The issue is how the drones get moved from Iran to Yemen. We also see through the faded “Monday’s assessment, which the U.S. hasn’t shared publicly, came as President Trump said he hoped to avoid a war with Iran and Saudi Arabia asked United Nations experts to help determine who was responsible for the airstrikes“, just a moment to delay moments of decision making. The culprits are known. It is not the real fear, the real fear is “Higher fuel prices pose another threat to the world economy” and that is the real issue for the US and for Europe. The response: “Saudi officials said the U.S. didn’t provide enough proof to conclude that the attack was launched from Iran, indicating the U.S. information wasn’t definitive. U.S. officials said they planned to share more information with the Saudis in the coming days” makes perfect sense. As the attack was claimed by Yemeni Houthi, the proxy war stage stays intact, it is the intelligence on how the drones get into Yemen that counts and so far (until now) the US, UK and French have not been overly willing to keep closer eyes on it, they all need degrees of freedom to deal with Iran and their so called Nuclear treaty, that has been in the way for the longest of times.

There are two parts in this and both came from CNN. Part 1 gives us: “A Yemen armed forces spokesman was quoted by the agency as saying the Houthis successfully carried out a “large-scale” operation with 10 drones targeting Saudi Aramco oil facilities in Abqaiq and Khurais“, part 2 gives us “CNN National Security Analyst Peter Bergen said there have been more than 200 drone attacks launched by Houthi rebels from Yemen into Saudi Arabia, and none have been as effective as Saturday’s attack, lending credence to the belief that the attack did not originate from Yemen“, I personally agree with both. From my point of view the attack on Khurais has too many issues. It is close to twice the distance getting the attack from Yemen instead of from Iraq. It is dangerously close to Riyadh and when we look at the track record from Houthi attacks, we see a very different pattern. There are more reliable parts in all this when we consider Hezbollah or Iran to be the direct acting agent here. I have to mention Hezbollah as they have been involved in the past with attacks on Saudi Arabia. Abqaiq is right on the border of Bahrain and close to Qatar. The Houthi skillset does not give us any credibility on their actions, yet they claimed it, as a tool for Iran that could have been done to muddy the waters more, yet there is another matter in all this. I believe that there is a larger concern that is not open for viewing. We see this in the quote: ““It is quite an impressive, yet worrying, technological feat,” he said. “Long-range precision strikes are not easy to achieve and to cause the substantial fires in Abqaiq and Khurais highlights that this drone has a large explosive yield.”” The part not seen or spoken of is not that the attack happened, but it was completed with assistance nearby. The precision is not from the drones, it was most likely achieved as someone used a laser to paint the targets (one of a few optional examples) in the final minute. If the laser was small enough it would not be noticed, but for the drones it is like a searchlight guiding them to the explosive points. That part would make sense in more than one way, and it is the foundation that counts. The claims that were made by Yemen make sense and grow in validity when they have resources on the ground. That part is not merely on the stage of drones, there is a larger concern for Saudi Intelligence now. When they accept that the drones got their final guidance on the ground nearby, we see the impact that explosive drones would have and will have again. Iran has been staging this proxy war for the longest time and it is time for us to consider doing something about it in a more serious way (that is when Canada is done selling intelligence data to interested third parties that is).

There is additional support for my view and it comes from the BBC. They gave us: “One official said there were 19 points of impact on the targets and the attacks had come from a west-north-west direction – not Houthi-controlled territory in Yemen, which lies to the south-west of the Saudi oil facilities” to be this precise requires drone technology only the largest players have (like the US and the UK), Iran does not have software that sophisticated and to succeed to this degree required the most likely culprit Iran to have assistance nearby. Painting the targets makes the most sense, but it is not the only option, merely the most likely one. It there were 19 base stations guiding a drone, it would require resources Yemen does not have, it has merely attacks in small clusters of less than 5, the images from the US government satellites involved showed the spread and size of the targets, when you consider resources required to be this precise and the pilot skills involved the shift towards support teams nearby becomes a clear issue. Still there are gaps in the intelligence I admit to that, however, when we look at the maps, the size of the attacks and aligned parameters, an attack from Iraq or Iran are the only options remaining. That in itself is not evidence, yet the premise of what was required is clear and even as we can prove that more basic drone attacks could not have been done by Houthi forces because they lack all levels of infrastructure to create and guide drones to the degree required, we see Iran to be guilty by elimination of other players. The precision requires well trained pilots which the Houthi are not; again we are left with Iran. Actually Iraq might have been party to this, but their drone abilities (read: with additional lacking skill sets to consider) are nowhere near the level required.

This now gets us to the New York Times part which gave us: “Administration officials, in a background briefing for reporters as well as in separate interviews on Sunday, also said a combination of drones and cruise missiles — “both and a lot of them,” as one senior United States official put it — might have been used. That would indicate a degree of scope, precision and sophistication beyond the ability of the Houthi rebels alone” it is the ‘a combination of drones and cruise missiles‘ that pushes Iraq out of the consideration circle leaving Iran all alone. We should consider the skills Iran shows here, and it will also be their undoing. When we consider that only Iran remains as an optional player to do this and when we see that Europe and the US will not actually act, but ‘force’ talks, that is the first instance when Saudi Arabia needs to consider that their allies are nothing more than paper tigers, pussycats that make a lot of noise, but when you know they are sculptures the enemies will come, Saudi Arabia needs to realise this fast and we need to consider that the EU, the US and the commonwealth needs to create an actual plan of attack on Iran. This evidence was handed to us almost 2 weeks ago when we were given ‘Iran puts pressure on Europe to save nuclear deal within 60-day deadline‘, Iran keeps on holding the Nuclear deal as a juicy carrot and will use it to stop a direct attack on them, a path that should now be considered to be totally unacceptable. I for one would like to ‘loan’ a Saudi Eurofighter Typhoon (EF2000) and see if all my hours on a Microprose flight simulator (knights of the sky) were well spent and let’s face it, I do have a quirky sense of humour. I would be able to test my knowledge in guiding that Typhoon to Tehran and level a military building or two, on the other hand seeing their oil fields burn might feel equally rewarding. And there is the optional reward to answer the eternal outstanding question: Can you hear the GBU-16 Paveway II bomb explode whilst you fly a plane?

You think that I am making light of the situation and to some degree I am, the basic need for everyone to realise that Iran has been steering towards war whilst employing the oldest Italian excuse (read: It was not me, I know nothing); This stage has been months in the making and now that the drums of combat are approaching, we will see more and more politicians peaking up offering to start talks. I believe it is too late for that, it is almost 6 months too late for that, but that might just be me.

Yet there is one other voice we need to consider. It is the voice of Fabian Hinz, a research associate at the James Martin Center for Nonproliferation Studies at Monterey (via the Washington Post). Here we get: “photos of the remnants of a missile in Saudi Arabia show a weapon both too sophisticated to be produced domestically by the Houthis and never seen in Iran“, I only partially agree here. ‘Photos of the remnants of a missile‘ is merely partial evidence that should not be ignored. A multi-tiered attack makes perfect sense, it is the scope of the attack and patterns used that makes Iran stand out; it also gives a larger consideration that their new drones are a lot more powerful. There is also his quote “Is Iran secretly designing, testing and producing missile systems for exclusive use by its proxies?” A quote that is not accurate and not wrong. I believe that earlier evidence showed the need for Iran to scrap all identifiers form their electronics, make clean system boards, in addition, it altered the export drones to trade accuracy in for yield (which maximises the Houthi outstanding debt to Iran), in addition to that they had to make a more idiot proof operating system (the Yemeni are nowhere near the academics they need to be to pilot drones). This is not because I want Iran to be guilty; this is because the elements are so overwhelmingly clear that Iran could not be innocent. There are too many parts in play that require the war machine that Iran has to develop what we see in action at present. And there is every indication that the 60 day nuclear deal deadline is used to stage more and more attacks whilst the indecision of Europe and the US remains in place. If there is one small blessing than it is the stage where the Israeli Defence Forces have even less consideration for Iran than Saudi Arabia has and there is every indication that what is created now in Iran will be shipped to Hezbollah soon enough; forcing Israel to act as well.

When this escalates beyond a point of no return the people in Washington, Wall Street, Brussels and Strasbourg need to consider that when they have no options left and they are no longer considered a voice on the issue: ‘What mattered most to them?

Because these considerations with the inaction we see is what drives the war no one can prevent. Saudi Arabia has a clear right, Israel has a duty to its citizens and Iran never cared for anyone but themselves. So when we see cries for talks when the bombs fall, remember that this did not start last Sunday, this has been going on for well over 6 months. The news merely decided not to report on much of it that was until the fuel prices went up, now they are all over it, but way too late.

 

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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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