Tag Archives: SU-57

Is it a bird, it is Superman?

Nope, it is a plane and it is heading for Saudi Arabia as we read (at https://aviationa2z.com/index.php/2025/11/08/saudi-arabia-to-buy-48-f-35-worth-142-billion/) ‘Saudi Arabia to Buy 48 Most Expensive Fighter Jet in the World Worth $142 Billion’, as such the first hurdle of the Pentagon has allegedly been passed. We are given “Saudi Arabia’s request for F-35 Lightning II stealth fighters is reportedly progressing within the Pentagon, according to sources cited by Reuters. The move could make Riyadh (RUH) the first Arab nation to field a fifth-generation stealth jet, breaking Israel’s exclusive control of the platform in the region.” And let’s face it, they can afford these bad boys. And it would make any Russian equipped Iranian flight force obsolete. Some say the best air force is one you never have to fly. I disagree. I say  “I prefer the air force  you only have to fly once. That’s how the veterans did it, that’s how allies do it, and it’s worked out pretty well so far” (yes, I stole this quote from Iron Man, so sue me) it is like Australia being attacked by New Zealand in Sopwith Camels in the past, it never went anywhere. As such these 48 birds will await with baited breath for Iran to make a silly mistake and it will be the last mistake they will ever make. I reckon that these 48 can take on at least 98 of their Sukhoi Su-57 and Russia (at present) seemingly only made 29 of them, the rest is outstanding, as such Iran will no longer have options in the air as soon as the first set of these bad boys arrive. 

I never understood the reluctance to sell these planes to their own ally, but in the end it seems that Saudi Arabia is getting them. And when we see “The potential sale aligns with former U.S. President Donald Trump’s defense agenda, as his administration approved a $142 billion arms package for the Kingdom in May 2025. Although the F-35 was initially excluded, the latest discussions suggest it has now advanced to the Defense Secretary level, signaling renewed momentum.” This event started in 2017 and it appears that Prince Khalid bin Salman Al Saud (who was elected to this position in 2022) did not wander in the situation, as it seems he went in and got the job done. This is no attack on its predecessor as the American administration had been dragging its feet since day one (a presumption that I am making) but now the good news is flying all over the Arabian peninsula and as I see it a defeat by horse no show through Iran. 

In opposition I see “Tel Aviv has repeatedly emphasized its right to maintain military superiority under U.S. law, which restricts Washington from supplying equivalent systems to neighboring states”, I am in opposition here as Iran is the danger and Israel knows this. Saudi Arabia had been adamant on protecting its own borders and this will do this. And as I see it, the Israeli response is (seemingly) ludicrous. With “Israeli officials and defense analysts have voiced concern that F-35 deliveries to Saudi Arabia could erode this advantage. They warn that potential technology transfers to Russia, China, or Iran—however speculative—could compromise sensitive systems.” It is a decent preemptive fear to have, but as Iran is no friend of Saudi Arabia and handing any technology to Russia would only make it stronger seems to be a weird fear to have. I get that Israel has these fears but as Saudi Arabia needs its own borders secure, I reckon that this is too far fetched a fear to have. It’s like I would have a fear being attacked by Piranha’s, all whist the closest lake is miles away. 

So I reckon that there will be salutes and felicitations going all over Riyadh at present.

Have a great day and don’t have too many dreams on Australia being attacked by Sopwith Camels, they don’t have the range to make it from Wellington to Sydney.

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Military incompetence?

Consider the military, we all have them. Australia has theirs, Canada has theirs, apparently America has them and Russia have them. They all have their best of the best of the best of the best warrior style drafting. And some of them have a massive amount of tests, especially the top 3 in military and to get into their airfare you have to jump a massive amount of hoops. They are trained, dressed and drilled to a millimeter precision and they all have their own ways.

So when I saw (at https://www.highnorthnews.com/en/russias-violations-norwegian-and-allied-airspace-sign-desperation-says-professor) with the headline ‘Russia’s Violations of Norwegian and Allied Airspace: “Sign of Desperation,” Says Professor’ as such we have a new setting. We are given “Russia has violated Norway’s airspace in the North three times this year, as well as the airspace of several other NATO countries. This suggests that the war in Ukraine is going much worse than Moscow wants to admit, says Professor Tormod Heier at the Norwegian Defense University College.” And we all think that he might have a case. With the highlighting quote ““I interpret these violations as a sign of Russian frustration, desperation, and discouragement,” says Tormod Heier, Professor of military strategy and Operations at the Norwegian Defense University College, to High North News.  “After three and a half years of war in Ukraine, the Russians have only won 120,000 km2 of terrain. This nearly equals the total area of Finnmark, Troms, and Nordland [the three counties in Northern Norway, ed. note],” he points out and continues” He makes a fine point. The second/third largest army in the world and they are slapped around like a cheap crack whore by the 20th largest army (Ukraine). Russia is more than frustrated, it needs to be broken by NATO, or the usefulness of the Russian higher ranking officers is shown to be classified as useless (and their president with them) and that is a lot to be set on by the media. Even the Russian media can no longer tell the Russian people that the war is going their way. They’ve lost over 1.1 million troops and more are getting conscripted. They lost over 400 planes and now they are putting their most valuable stealth fighters into the mix, the SU-57 Felon. It is a war they are losing at present and it seems that the military needs to add NATO in the mix, so that they can gracefully exit the battlefield. They can claim that NATO was always the enemy they could not defeat, for that they need NATO to participate. And as we see others like Estonia report similar setting (at https://extra.ie/2025/09/19/news/russia-estonia-fighter-jets) where we see “NATO says it has responded after what it described as ‘Russian military jets’ violated Estonian airspace this afternoon (Friday). In a statement released this evening, the Estonian Government reported that the incident involved three Russian MiG-31 fighter aircraft, which flew over Vaindloo Island, off the coast of Finland, without permission.” As well as NPR who (at https://www.npr.org/2025/09/30/nx-s1-5557908/why-are-russian-aircraft-violating-nato-airspace) give us “NATO’s airspace is busy these days. And not in a good way. That’s especially true for member nations on the alliance’s eastern flank. It’s not supposed to be that way. In recent weeks, states like Poland, Estonia, Romania, and Denmark have seen drones or other aircraft violate their airspace. In some cases, these airborne craft clearly identify they’re Russian in origin. Multiple countries have called on NATO to consult about what to do next. So, what’s going on? What is Russia up to?” So, before we get the excuses we are likely to get, do you think that any government will let one of these young sprouts into any plane before they can properly read maps and navigate their Cessna’s over spaces that are not Russian? And these planes go for millions.

As such, I am with professor Tormod Heier on this. It is not an isolated case, and putting your fighter planes over someone else’s terrain tends to be seen as a sign of war. Russia needs more involvement from NATO as they at present are seen as the losing clowns of the global defense departments. You can blame losing a ground war on demoralized soldiers, even if you call for help from North Korea, but for them to let their ‘proud’ pilots taking the blame does not go over well and these generals are now desperate, and apparently too many have fallen out of windows. 

So as I see it, something has to change and I am all for Russia waving a white flag, but you know how Russian politicians are: better dead than dropping the red. And at present, this is how it looks, so it is better (for them) to get NATO involved. So they can cry that it was always NATO and they just weren’t ready. The Russian prostitutski’s will eat that like borsht with black bread. Besides that, there aren’t too many solutions out there for them at present. I reckon that the NATO card will be played more openly soon enough, because the NATO nations have figured out that play, as such the next step would be a larger incursion and an ‘accidental’ event of the “Oops” variety, but how large an event remains to be seen. I reckon that they will most likely target Tallinn for that, It is in view of Helsinki and too close to Stockholm, Oslo and Copenhagen for that to go unnoticed. And the NATO has been loading up their weapons for Russian bear in the last few months. Feel free to disagree and I am very willing to be seen as wrong, because this is not a happy moment for me, but that is seemingly how it sizes up to.

Oh, for the next story I will be loading up on Conspiracy Theory by a lot, so there is that to look forward to All that AI and not a predictive analytics mind in sight? I’m game. Have a great day today.

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Yesterday was fun

Yes, yesterday was fun for several reasons, not in the least that some people (referring to themselves as a member of the Anony Mouse population) are in the misgiven idea that I could be Mr Theodore Raitor. Nothing could be further from the truth!

In the First
In the first the arms industry is a business. I did not make it that way, the American did that during the Vietnam war. They made it a business and less than a dozen boards of directors took home billions in all kinds of manners. I am not opposing that, I am not offering another view, I could but there is some wisdom in taking that route, it comes with successes and it also comes with failures. 

In the second
Following the first, I have at all times the direct believe that ANY sovereign nation is allowed its ability to defend itself, that includes Middle East and Far East Nations. The ability to arm and defend itself should be open to any nation. The Belgium Fabrique National in Herstal founded itself on that premise and for them in the 80’s (optionally 90’s as well) business was good, really good. 

These two rules are there out in the open, the media tends to not report on that side of it all. You see the media relies on ‘click bitches’ and their reporting is centred around that premise. National defence is a well trusted stage for emotional reporting and I am not objecting to that, they merely made a choice. Thats also where I drew the line to failure. Ford created the Edsel and for 3 years they tried that but after year 3 they stopped it, their losses came down to what would now be regarded as a $2 billion loss. They quietly let this failure die, which is what they were allowed to do and yes, we all (the older people) make jokes on it and Hollywood added to that in Peggy Sue got Married. It was all good. Now we see that the Lockheed Martin boys (girls also) are trying to continue their stage after making an investment well over 1000 times and they want it to continue. Losses a thousand times bigger than Ford had, is anyone seeing that marker? Now it is up to Lockheed Martin to do whatever they need to do, because it is their right (and other people’s money) and that is the larger stage, the US taxpayer is paying for that failure. 

For me there is a simple setting. There is a customer (the Kingdom of Saudi Arabia) that has a right to defend itself, so I would happily sell them the BAE Typhoon, but there the UK cut themselves when we see the CAAT (Campaign Against Arms Trade) with all these grannies with signs telling the UK government that Saudi Arabia is evil, it cannot have weapons, but they do not hold that candle up to Iran who is funding Houthi attacks on civilian populations. So there is an alternative, China has an alternative. And even if that makes me a really well paid courier. I am willing to ferry those papers between buyer A and seller B. Yes, I agree that getting 3.75% out of $11,000,000,000 is a bit much, but I never made those rules, did I? The US and their business enterprises did that. I merely saw the ball falling and I decided to pick it up. China is not in a war with Australia, the Chengdu Aircraft Industry Group is a respectable defence ability offerer (most usual to China) and the US has a lemon, so there is nothing wrong and those trying to create click bitches need to consider that I never made any of these rules, I merely use the rules of the game to get a job and to get a decent payment. If the KSA decides that I cannot have the $412,500,000 and that I am only allowed $50,000,000 I will not be upset (optionally a little disappointed), but that is any mouse who gets the slice of cheese and not the cheese wheel in a building filled with cheese wheels. 

The Kingdom of Saudi Arabia has a right to get defence materials and the Chengdu Aircraft Industry Group has a right to sell them to anyone their government is not at war with. These are not my rules, the Americans did that and they stood by whilst the Taliban ended with over 8 billion in American hardware and they also did close to nothing when ISIS got their hands on more American Toyota 4 wheel drives then can be found in Guttenberg, New York. So there!

Do I stand a chance? Not really, but the fact that I am willing to do business where there is business also implies that there are other players and as a former NATO boy, I rather see these funds go to China then to Russia with their Sukhoi Su-57 or their new puppy the Checkmate. This is the consequence of making defence a business, its all good and overpaid fun until someone creates a lemon. A lemon one that costs the taxpayer $2,300,000,000,000. Are you awake? Can you see the cost of one article (read: lemon) currently equals the total debt of Germany? 

Do I want in? Absolutely! This one deal could make me more money than half a century of day to day slaving, it is like getting the golden lottery ticket and this really pays off! 

Is it bad for Lockheed Martin? Yes it is, like Ford with their Edsel, all failure is shared, but it could result in a big win, you merely have to watch Nintendo who turned their WiiU failure into a homerun success (Nintendo Switch), I personally see the Lockheed Failure in the same way as we see failures from Microsoft. Too many politicians who ignore the core business and try to steer towards the Fata Morgana of mountains of gold on the horizon, when you do that you merely steer from failure to failure and the defence players better catch on quick. You see the buyers are not interested in hype creating marketeers, they want results and Lockheed Martin is not delivering that and whilst we speculate that the media is taking notes from speculative stakeholders, the buyer in the end is a defence industry who is not interested in marketing, they have a clear goal, not a fictive on on the horizon and that is one ferry I am happy to board (with permission of its captain). It is the direct result of a labour force who is all in touch with feelings and not in line with expected needs and KPI sessions. So yes, yesterday was fun for more than one reason and it could end up being a whole lot more fun if I do get that job.

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IP in the balance

This weekend, roughly 25 hours ago, the Washington Post released a story regarding the F-35, now there are a few stories about that crazy bird in circulation, yet this one was particularly fetching. The article (at https://www.washingtonpost.com/business/2019/11/16/power-struggle-over-f-fighter-jet-comes-head-lawmaker-threatens-hold-up-contract/) called ‘A power struggle over the F-35 fighter jet comes to a head as lawmaker threatens to hold up contract‘ starts with “the complicated IT system supporting the fleet’s maintenance infrastructure still falls far short of expectations” is an eye opener, but it is not the IT systems (no matter how defunct they are) that is the issue, it is the ownership of certain IP systems in the plane, the patents themselves that are now the issue. It is not “some lawmakers criticized the terms of Lockheed’s arrangement with the government, saying overly generous intellectual property agreements threaten to lock Lockheed into a wasteful long-term profit machine with limited accountability” even though it is certainly an issue that is the setting, no it is “Rep. John Garamendi (D-Calif.) threatened to hold up a multibillion-dollar contract if fundamental questions aren’t resolved” that is the issue, yes having multi billion dollars in sales held up is one part way to go, for some of these buyers with a few billion in their pocket, looking at alternatives will be the coarse course they could be sailing, this gives additional problems for Lockheed Martin and the US government is setting the stage as it has the inner lane in this skating race, the problem for Lockheed Martin is that the opposition they face are Russians (who are coming with the Su-35 and the Su-57), apparently NATO sees the Sukhoi Su-57 as a bit of a felon, so anything can happen. China is coming with the J-31, according to some it is a copy of the F-35 (source: Business Insider) yet it comes without IP and Patent battles, so the copy will be out without a politician stopping production on elemental questions not being answered. In addition, its unit cost is $70 million, whilst the F-35 is between $77 million and $108 million, the cost price of the more expensive version implicitly states ‘including engine‘, so there is that to consider as well.

There is however a more serious note to the F-35 and the Washington Post gets there when we see: “Carolyn Nelson, a Lockheed Martin spokeswoman, said the government is working on a new technical data package that was not a part of the initial F-35 contract, as well as a separate “performance-based” contract for logistics support“, you see the issue we see here is not merely IP and patents, it is the situation where government is yielding the floor to local business. If we accept the mess that the US has made in regards to 5G and Huawei, whilst we accept the words of Alex Younger (MI-6) “Alex is giving us the national need and the premise that another government should not have ownership of infrastructure this important“, something I mentioned in ‘Tic Toc Ruination‘ (at https://lawlordtobe.com/2018/12/06/tic-toc-ruination/) almost a year ago. That setting is crucial, as such when you have a national product called ‘Defence‘ why on earth would you let that reside with a global player like Lockheed Martin? I get the idea that the avionics are a bit of a call, yet the IT systems are a larger debate, basically America has large needs with Lockheed Martin, so what happens when the well dries when the US debt becomes a noose around the nations neck? Do you think Lockheed Martin is sitting still? I do not expect that Russia or China ever having a piece of Lockheed Martin, but the UAE, Saudi Arabia? If we take premise to the situation ‘the premise that another government should not have ownership of infrastructure this important‘ the point of view I am taking is a lot less theoretical, is it?

And when we consider: “Air Force estimates that most of a given aircraft’s long-term cost actually comes from keeping it flight worthy. Manufacturers are keenly aware of this, with companies such as Boeing launching whole business units focused on maintenance and repair” we should be wondering why the Air force is striking out, not out like in ‘too bad, let’s try again‘ but in the way that the batsman asks ‘where on earth is the playing field‘, I get it, some jobs are too specific, but is that not the Air force focal point? That in light of the procurement: “the Pentagon has been buying jets in greater quantities in order to get the average price down. They recently finalized a $34 billion agreement that defense officials described as “the largest procurement in the Department’s history.” The deal brought the F-35’s price per plane below $80 million ahead of schedule“, so when you consider that buying 2400 planes (at the very least) got the price down, what math was done on fixing and maintaining these birds? 2400 planes imply 100-250 squadrons, it implies no less than 200-500 repair and maintenance teams, it implies that these people need to be schooled and as they come up short, the move of Boeing starts making sense in a real way, so how much additional costs are involved there? Let’s not forget that the US is currently at minus $23,000 billion (-$23 trillion), we might see the victorious ‘Yohza’ on them reducing the price of a bird, but how much debt, interests and cost of maintenance was seemingly overlooked?

In all this, the Government Accountability Office was seemingly not heard clearly enough, we get this when we consider “the program is having trouble keeping the F-35’s mission-capable, an odd problem for a brand new fleet. The overall F-35 fleet was capable of performing all of its tasked missions only about a third of the time” and that is before we consider the maintenance staff, their training and the setting of spending money before the elements are all adjusted for. So as the article ends with ““if we are missing parts and can’t get our jets airborne, our ability to deliver combat effects on this aircraft is significantly diminished,” said Lt. Gen. Eric Fick, the Pentagon’s F-35 program executive“, I merely wonder what other options were overlooked, that’s fair is it not?

You see when we are considering the upgrades and the adjustment to technical flaws in the hardware, the IT systems become a very real part of it all, oh and any person telling you that the IT is OK and there are not issues, will be my reason to introduce you to a liar. For that you merely have to look at DELL and their setting of laptops, I have had two laptops, both delivered on the same day, and both needing separate upgrades before I got them delivered to their respected users, not different systems, no identical systems! So when we see “we are missing parts and can’t get our jets airborne” in light of software glitches, it becomes a very real thing, the F-35 might be the final straw of short sighted management, whilst asking for the moon. Even as in the past operators like Boeing and Saab decided not to play along in light of bias towards the F-35, we see an evolving matter where they will grasp the events that surround the F-35 as a way to show nations that they have what it takes, in addition, there are outstanding offers from France (Dassault Aviation), it was the initial offer to a much larger degree to train technicians in the fields of service, training and operations that might swing previous missed hits, and no matter how we slice it, Lockheed Martin might be looking at the US as a sole customer soon enough, what a change IP and IT systems can make, even in two-seater planes.

I believe that the over grasp in the 2004-2014 era is now coming back to bite the eager who signed certain agreements. In light of the fact that the F-35 fleet is mission capable only 30% of the time should worry Lt. Gen. Eric Fick a little.

And even as the F-35 might be the odd duck out, the words of Loren Thompson stating “The struggle over IP between the government and defense contractors is likely to go on indefinitely. If you own the information, you can largely shape the future of the system” might be valid in the commercial world, but Lockheed Martin is in the defence world, the rules are a little different there, feel free not to believe me, but in light of The Project on Government Oversight (POGO) and their push to “prevent a future situation like the one now facing the F-35 program — and by extension, American service members and taxpayers“, here we see that the letter to congress by POGO executive director Danielle Brian might become a swing and a Jack, so whilst POGO seeks the optional “It would also allow the government to seek alternative suppliers should the original contractor fail to live up to expectations“, we see more than a victory, the entire Huawei issue might push for this solution, which would make several nations queasy on the F-35 solution they heralded.

The F-35 is showing me the one solution that mattered to the wrong people, it was greed overjoyed and that is about to gain the sunlight and limelight others wanted to keep out of consideration.

 

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As perception becomes awareness

That is the stage we often face, we perceive we acknowledge, we become aware and that awareness becomes the reality we face towards the new reality we did not comprehend before. It is usually not that great a path to be on, especially when you see that the path you are on has a distinct route taking you to exactly the place no one wanted you to be.

Yet for the CAAT (Campaign against the Arms Trade), especially Andrew Smith, and optionally both Martin Chamberlain QC and Liam Fox as well. It is important to see that these people are not evil, they are not delusional and they are not entirely wrong, yet the reality that was given by CNBC half a day after my article ‘When the joke is on us all‘ (at https://lawlordtobe.com/2019/04/07/when-the-joke-is-on-us-all/) is now entering a new dimension. As CNBC gives us ‘Russian expansion in the Middle East is a ‘clear reality on the ground,’ WEF president says‘, we are also given: “Moscow has signed technical agreements and memoranda of understanding to sell its S-400 and other weapons to Saudi Arabia, Turkey and Qatar“, there is now optional noise that this could include a nice batch of shiny new MIG’s, as well as a few other items where we see that the UK is soon to lose the option to make £5 billion for its treasury giving the BAE Systems now headaches to content with. Anything that is related or connected to the UK facilitating to the kingdom of Saudi Arabia could optionally not happen, or will be receiving the standard ‘don’t call us, we’ll call you‘ status. Isn’t ideology great?

We might all (including me) accept the quote: “There is “overwhelming evidence” of violations of human rights law by both the Saudi-led coalition and other forces in Yemen, lawyers for the Campaign Against the Arms Trade (CAAT) told the court on Tuesday.” Most will be forgetting that to all interpretation, the Houthi forces are terrorist forces. Their connection with Hezbollah and Iran is not enough, the short and sweet is that they were not an elected government, they merely moved towards a coup d’état and instigated the war we see now.

So there we are, I now have to talk to the United Aircraft Corporation, owned and founded by Vladimir Putin and the parent organisation of the makers of the MIG, so as I try to get a meeting with the ‘Pоссийская Самолетостроительная Корпорация‘, on being their new exclusive contact for sales to Saudi Arabia (yes, I know, I have no chance in hell there, but I remain an eternal optimist), we see on how the high nosed ideologists are costing the UK billions, all that whilst the opposite of what the Saudi coalition is facing has been ignored or trivialised by a lot of people. You merely have to see what you can on Al-Manar (Lebanese satellite television station affiliated with Hezbollah, broadcasting from Beirut, Lebanon) to realise that Hezbollah is still a player there, it is less visible when it comes to Iran, Iran is playing the field low key and on what some call the down low. Even as the evidence is clear that Houthi forces have Iran drones, the way they got them remains unclear, speculated, but not proven and that too must be noted.

Yet in this era, and under these settings we now see that due to the CAAT, the UK will lose more footing and will have less of a voice at the grown up table that is trying to resolve the issues in Yemen. In the end the CAAT achieved nothing but the dwindling revenue stream for the UK, yet the Russian Federation will be grateful and if I get the job, I will send a huge hamper to the three parties involved (after my first bonus payment that is), the voice makers so to say.

This is the setting that governments and large corporations created form 2004 onwards, we all might have a huge national pride, but in the end, we need to sell, we need to make the cash that is required for rent and food and those in a stage where they set high moral borders in places where the impact is actually zero, you have no value, you have no gain, you merely end up with unpaid bills.

Now if governments had done something about the FAANG group 15 years ago, it would be different, but that is not the case, that is not the reality we face. You see, the fighters are just the start, as we enabled the Russians to get a foot in the door, they now have a direct path to both Syria (they already had options there) as well as Saudi Arabia (and optionally Qatar) to start deploying (read selling and training) these nations on the Altius-M drone. Especially in places where the price of a fighter is basically the same as three drones, drones will be the path many nations go and even as the America Predator looks leaner and meaner, the acts of US Congress as well as that from UK Parliament is now opening the doors for Russia, which is not a good thing (except if I get the job, it will be awesome at that point).

It goes from Bad to worse, especially for America. You see, the MIG-35 and the Altius-M are merely the start. In the end, the gold is found (for Russia that is) with the Sukhoi Su-57, I know little about that plane, yet the stories that it can outperform the F-35 are from sources that are not to be ignored, so even when we hear that the US has plans to counter that, in light of their failed USS Zumwalt comedy caper, those plans can be sneered at until they prove to work. And in the end it is almost as simple as: “Do you want this flag to be on a British, American, or Russian product?

This all matters!

You see, the arms race is important not because they are weapons, but because the economies get huge incentives through those commercialised items. The fact that at present 6 nations are on the list for that new gadget and in light of the high winded American response in the past on who was allowed to buy a F-22 Raptor and it was vetting its allies in a crazy way. Now, in all truth there might be a case for that (I honestly cannot tell), but now that we see that Russia is willing to sell to sovereign states and they have no bar, whilst we see the unconfirmed part of: “State-run Chinese media is claiming that the People’s Liberation Army has been able to track the U.S. Air Force’s Lockheed Martin F-22 Raptor” implies that the stealth part is less stealthy than we thought it was, and any evidence will drive sales towards Russia too. All parts that had much less chance of happening as the UK systems were proven, they were great and now, or optionally soon, we get the resolution that sales to Saudi Arabia are off. Whether that is right or wrong is not for me to decide, but the fact that the £5 billion loss of revenue is triggering a $12 billion shift in other directions, optionally towards Russia is a part that most ignored to the larger extent, a sales path denied because people forgot that in any war, especially against terrorist forces, the people will always be in the middle. Oh, and if you think that it is all bad, consider that the makers of the F-22 Raptor (Lockheed Martin) also has other paths, so the F-22 profits also forges upgrades and new options in commercial flying, cyber solutions, Radar solutions, Communication platforms and a lot more, in that we see BAE Systems that has services in finance, Cyber security, Compliance solutions and a lot more. Now, the one sale towards Saudi Arabia might not impact it to the largest degree, but a change has been made and the competitors now get a larger slice to play with, and it can lead to additional repeat business, it is not a secret, it is not even an unknown, any person with a decent knowledge in Business Intelligence could have told you that and there is the problem, the one-sided ideology of CAAT is now optionally going to cost the UK a lot more than anyone bargained for.

As I said, I have nothing against ideologists and ideology is great when it can to some degree adhere to commercial reality, and selling to a sovereign nation is intelligent and common sense packaged together, yet when soft-hearted people overreact on events in Yemen, whilst the stage comes from Iranian funded terrorism, how can we go against that? The fact that 16 million Yemeni’s are in danger form several sides (disease and famine) whilst the Houthi terrorists are depriving these people of food, whilst they do everything to stop humanitarian aid via Hodeida and other places, are we not buttering the bread of terrorists?

How can you sleep knowing that this is happening?

BAE Systems, Lockheed Martin and United Aircraft Corporation are not evil, they are not a danger, they sell to governments and all three want to sell to the same governments making this a buyers’ market. The moment you forgot about that part of the equation, that did not make you an ideologist, it made you short sighted and that is my largest concern on CAAT, the fact they are needlessly depriving the UK government of treasury income, yet speaking for selfishly coated me, if it pays my bills, I am all fine with that in the end.

 

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Humble Pie

Merely a few hours ago, Bloomberg gave us ‘Iran Is Ready to Discuss Yemen Conflict with European Nations‘ (at https://www.bloomberg.com/news/articles/2018-05-28/iran-says-ready-to-discuss-yemen-conflict-with-european-nations). You might think that this is a good thing, but it is not. Iran is caught in a two side war, just like I predicted in the previous 3 weeks. Just like that, they are willing to talk. They have suddenly realised that time was up and now they are grasping at any side that will be willing to facilitate for them at a price. It is linked to a few escalations on more than one side. Even as we read here: “Iran will be holding a new round of talks with Europe on the Yemen conflict, negotiations that have taken on greater significance as the sides try to salvage a nuclear agreement“, the start gives the goods, Iran wants to protect the nuclear agreement at all cost. Their high farting like sounds of political boasting is coming to an end, there was never any option and now they must concede on several sides. Even as one side is taken from them, they are willing to concede on the Yemen side as it was never going to be a realistic option and as Hezbollah has failed again and again in their pursuit of successful strikes on Saudi Arabia, none happened and now they need to find the one war they might actually have a chance of winning, it is the Nuclear agreement and even that will backfire soon enough. So when we read: ““Iran, like the EU, is unlikely to want to mix fate of the nuclear deal with that of talks on other issues,” said Aniseh Bassiri Tabrizi, a research fellow at the Royal United Services Institute in London. “At the same time, it is important for them to keep a channel of communication open with the EU, whatever happens on the nuclear deal, and the best dossier to do so is Yemen for them.”“, I tend not to be in agreement. You might think that it is all the same, but it is not. It is not about ‘whatever happens on the nuclear deal‘, it is about making sure that this agreement is salvaged, Iran overplayed its hand and now that there will be hell to pay, they need to find a way out, if only they can find the right greed and ego driven Europeans to make a quick deal, at that point the media can reflect on some victory, whilst there is no actual victory. You see, there is a second side that is part of this. Iran has figured out that the only interests that Russia has in Syria are Russian ones and in that picture there is no space for Iran, Israel has made that abundantly clear and as such Iran stands alone and with the hits that Israel has been making in Syria on Iranian troops and the strike last Thursday as well as the silence (or better stated lack of loud boasting) by the Syrian governments indicates that the absence of Iran is well liked, even though they are not willing to state it out loud. Syria wants to get the most out of the Russians and Iranians as it can get, which is perfectly fine, yet Iran is too much of an issue for Israel, after years of boasting and threatening, Israel decided to act; the political field was ripe for that. With both America and Saudi Arabia opposing Iran and Russia not really caring about Iran, Iran is in an unwinnable situation, the Iranian coffers drained by enabling Hezbollah as well as the actions in Syria have drained a large chunk of their reserves, Iran need to cut its losses and it is doing so with the gesture we see in the Bloomberg article, one of many to follow I reckon. That truth becomes a lot harsher when we see: “Chagai Tzuriel, director general of the Israeli ministry of intelligence, said he believed that Moscow realised that fighting between Iran and Israel could undermine gains made by Russia during the Syrian civil war“, we know that there is no hiding for Iran, they played the game as far as they could, now that option after option falls away, they are determined to hold on to the Nuclear agreement. This also opens the second stage for Israel; they can now more effectively take care of Hezbollah, now that there is an open season on Iran, Hezbollah can (hopefully permanently) be dealt with. In that regard there is no lack of either Israel or Saudi Arabia to hunt them down and without Iran that might well happen. For Russia it is not over, you see, the Jerusalem Post gives us “Lavrov’s comments are part of an understanding reached between Israel and Russia to keep Iranian and Hezbollah forces away from Syria’s border with Israel on the Golan Heights“, that sounds nice in theory, yet over the years Hezbollah has shown never to keep any agreement (when they were not out of ammunition), so there is a setting where it is very realistic that Hezbollah will do whatever it wants and puts Russia in a pickle, as such both sides agreeing to get rid of Hezbollah makes perfect sense as such Iran is really not willing to stay there as a piggy in the middle. In addition Russia stands to make a lot of plus points in the Saudi Arabia side of things, not just by pushing Iran away from where they are, but to push Hezbollah away from Syrian and Jordanian borders which gets them nice points at the Jordanian royal court as well. In all this there is actually not one part of Hezbollah that has any redeeming value at all, and the worst part is that Hezbollah knows this too (yet they do not care).

There is one additional side that Iran needs to worry about. As Saudi Arabia has given to Germany to be the aggrieved party in Germany’s support in favour of the nuclear deal for Iran is already costing Germany a lot, the German giants who were tenders on several projects for the Saudi government are seeing them being cut from consideration, with Neom and Vision 2030, both projects totaling in value at well over 800 billion, the German economy will take larger hits, other EU nations might find themselves in a setting where they have to choose to go for a really bad nuclear deal, whilst there is no evidence that it will result in a better position and good economic settings in the longer run (more then 3-5 years) whilst Saudi Arabia is growing a setting that is getting closer to a trillion dollars over 12 years, there is no way that Iran can rely on any level of serious support, not after all the stunts they played. Their actions made it impossible and their boasting made it close to intolerable. In addition with Iran cut in every way, Turkey will now need to realise that they played the game wrong in other ways as well. Even as some might cry over the Russians not getting the F-35 due to getting culled from the program, Russia sees a second option to not just sell Turkey missiles, they could optionally sell them the SU-57 as well, which will get Turkey a new loan agreement for a few billions and let’s face it America needs to test the F-35 anyway, whether they test their F-35 against a Sukhoi, does it matter whether a Russian or a Turk is flying it? (Howls of deriving laughter in the background)

You see, they are doing this whilst their currency is at an all-time low, some might think that it is a great time to buy, yet with their economy in shambles and there should be no chance of them ascending into the EU in the next few years, the setting of spending billions on a new Sukhoi squadron (perhaps even two) seems to be folly to me. Even as there is some good news (read: numbers) coming from Turkey, its unemployment rate is still a little over 10.5% and seems to be rising over the next quarter, surpassing Italy in unemployment statistics. It is there where we see another issue. This matters as there has been a link between Iran and Turkey, so as the pressure on several sides is on Turkey, the economic pressures might force Turkey to make any deal they can, even if they have to break connections to Iran, which would for the most isolate Iran at that point, an option that both Israel and Saudi Arabia would enjoy. Israel especially as Turkey was threatening Israel with all kinds of sanctions (source: Haaretz).

So as Turkey is imposing sanctions on those deciding to recognise the Armenian Holocaust, we see the active economic impact that Turkey faces by being in denial, not the worst day in many lives.

In this there is a reflection that must be noticed, In Al Arabiya, there was an article (at http://english.alarabiya.net/en/views/news/middle-east/2018/05/25/Bitterness-confusion-among-Saudi-Arabia-s-foes.html), an opinion piece that matters. You see, the writer Abdullah bin Bijad Al-Otaibi (Twitter: @abdullahbjad) gives us “Enemies are upset and confused and the world is recalibrating its power equations so that each knows its place and capabilities. Also, so that each country can reflect on its policies and alliances through the power of politics, diplomacy, boycott and sanctions, as well as with the power of armies and weapons“, he is correct, President Donald Trump might have kicked it off with “America First“, it is a truth we have been forced to face for well over 5 years. It does not matter whether you are in the US, UK, Saudi Arabia, Sweden, Australia, Canada or New Zealand. As citizens and politicians we have a duty to protect our national interests and set that as a first essential need. When we look from that angle we get to reflect on how bad Iran is, we cannot fault Turkey for taking its national interests first, yet they did it by not honouring the allies they had for decades and that sets the sliding acceptance (towards rejection) of Turkey in all this when you consider the events from 2001 onwards.

In this his view: “Big European companies are fleeing Iran at a fast pace and everyone who has dealt with Iran, whether banks or companies, are looking for a safe way out of any ties they have with Iran, its parties, militias and ideology. Everyone now accepts the facts about Iran’s crimes such as its sponsoring of terrorism, drug dealing and money laundering in the region and the world” is not incorrect, yet the issue is that this sets the stage on greed influencing the national interest in the stage of big business versus government, a setting that Europe, the US and the Commonwealth have had for the longest time. In addition there is now a small opposition from my side. I agree with part of his statement “They have done so through the Palestinian cause which they have, from Iran, Turkey, Qatar and the Muslim Brotherhood, managed to exploit to serve their interests and fulfil their ambitions“, there is a side I cannot completely agree with (actually there is more than one side here). Not because I think he is wrong, but because there is data missing, data I never had access to, or was given by a reputable media source to the degree that there is enough shown to see it as an actual issue.

This is seen in the parties Iran and Qatar. Now, we accept the puppet game that Iran has played, we do not deny that in any way, but in the end Iran was merely playing the hand it had to show Iranian interest. We can agree that it was done badly, yet they did do this for mere national interest (or so they say). In the second part there is Qatar. I agree that there are questions, yet overall, I have not seen the evidence, the allegations going back to 2014 have been loud, yet the media and others have not given a clear path of evidence that gives light to the wrongful opposition by the Emir of Qatar, Sheikh Tamim bin Hamad Al-Thani, we can agree that there are some terrorist financiers, that was never in question, yet Qatar seems to have tried all legal ways and did not get anywhere, in addition the US state document (at https://www.state.gov/documents/organization/258249.pdf) does not give the goods either, we are confronted with “Qatar is a partner in the Global Coalition to Counter the Islamic State of Iraq and the Levant (ISIL) and has provided significant support in facilitating critical U.S. military operations in the region. Terrorist activity historically has been low in Qatar“, this does not make Qatar innocent; it merely shows that without better and more data, they remain ‘not guilty‘, which is not the same. The document is 3 years old, yet there is no new information that truly sets Qatar in a bad light (for now). In addition we see that Qatar State Security is aggressive when it comes to monitoring internal extremist or terrorism-related activities. Interestingly enough, the players from ‘team’ Qatar State Security seem to have a much better handle on internal extremism and terrorism-related activities than most European countries, so there is that to consider as well. The second issue I had with the statement by Abdullah bin Bijad al-Otaibi is the reference to ‘the Palestinian cause‘, which is not wrong to make, yet for many of us, especially those outside of Saudi Arabia, Palestine or the Middle East, we no longer know what ‘the Palestinian cause‘ actually is. You see in its origin it is directly linked to the 1948 Palestinian exodus, yet the entire Palestinian cause seemed to have been presented, projected and covered by the media in almost any setting that covered news in Lebanon, Israel, the West Bank and the Gaza strip. The entire definition has shown to have shifted over the decades and I still believe that it is shifting, even today. In addition the fact that western media over the years seemed to have made ‘the Palestinian cause‘ and ‘hatred of Jews and the State of Israel‘ close to interchangeable does not help matters either.

All these issues matter as they are connected. that connection is also part of the problem and reason why I am partially in opposition, now, I am fully aware that my opposition is wrong, or better stated incorrect, yet I am like most sensible people, I rely on data, and data is either reliable or not and I tend to regard shifted data as not that reliable, which is why I had the cause for opposition.

So as we see that Iran is facing humble pie on several fronts, we need to realise that our views and more important the views we get from information we accept as reliable is also filtering the view we have, it might be correct, or wrong. In the end we do not know and restoring our filters by attending our national interests first is not the worst place to start, as a citizen we need to do that, because when we look to our nation, our national needs and attend to that, we ground ourselves and perhaps as the economic settings have shifted, so will the national need and that is OK, as long as we do not tend towards corporate greed and consider the needs of our neighbours, we might get through the bad times in a much better way than we thought. In the end it is not about serving Iran Humble Pie, which would be the right thing to do, we need to consider when we are rightfully served Humble Pie, will we eat it when we realise that we were wrong?

That includes us all and it includes me, I have never shied away from optionally being wrong. I merely reacted to the verifiable data that I was served and I made the best of it and tried to remain true to the data based views offered and I reflected on those insights, it is the best we can do in this modern world.

 

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