oil

OIL OIL EVERYWHERE AND NARY A DROP TO SHARE

Posted on by Helena

Trump’s Department of Defense has no idea what to do about Iran.  The Strait remains closed.  Iran just called Trump’s bluff and declared the Strait would open if Trump stopped the war against Iran and Lebanon by America AND Israel.  Trump is stalling.  Gas just rose over $111 Brent Crude and the UAE has announced it is no longer an OPEC Member. 

The UAE dropping out is a direct reflection of anger over the outcome of the war on their infrastructure and loss of revenue as a result.  Dropping out of OPEC will allow them to produce and sell as much oil as they want without restrictions, thereby giving them the opportunity to secure their losses. 

Trump wants the Strait closed because American oil company profits would fall as oil became more available.  In addition, he has yet been able to negotiate a share in charging fees thru the Strait.  Uranium was always a non-sequitur.   What to do?  Have America focus on a Ballroom.  The larger picture – what if OPEC dissolves?  Free Oil Production will create a glut and the price could collapse to $35 a barrel.  While benefiting consumers due to price collapse, shale oil producers in America require a $60 minimum to profit. Middle Eastern producers and Russia have a much lower cost threshold.

OPEC Members include;  Russia, Saudi Arabia, Iran, Iraq, Kuwait, Libya, Nigeria, Congo, Algeria, Equatorial Guinea, and Venezuela.  The ONLY producer of oil that requires the $60 threshold is the US.  Thus, Saudi Arabia as Director of OPEC, is really controlled by the US.  The UAE is triggering vengeance and other countries are likely to follow.  What should Trump do?  Build a Ballroom.

Secretary of WAR, Hegseth, decided that given the Iran war was in shambles, and the dastardliness of the weekend Correspondence Dinner charade, he was so traumatized that he needed to give Kid Rock a ride in an Apache, pose with him for a photo-op, and allow Kid Rock to brief soldiers in a meeting at the Pentagon.  Two Apaches were coordinated by Hegseth at a cost of $14,000 per hour.  Initially, the pilots were suspended for the misconduct until it was revealed the misconduct was via their boss ~ Hegseth. 

The degree of judicial misconduct under President Trump’s Regime is beyond comprehension – they learn from Big Daddy.

There are three carrier strike group naval vessels in the Red Sea making sure no one slips by their command control of International Waters.  Waiting for Hegseth and Trump to tell them they can go home.  Meanwhile Trump has ordered the Navy to shoot and kill any small Iranian boats laying mines (a blunder of word grouping challenge – you can’t kill a boat).  Iranians have more than likely already mined the strait and have no need for further mines.  But narratives are no longer worth 3cents. So let’s build a BALLROOM!

In addition to the Iran Blockade, it appears that Trump is coordinating the global gas supply shortage via CIA assist in strikes by Ukraine on Russia’s oil infrastructure.  These attacks are hitting refineries positioned in ports where the destruction not only impacts the port but also endangers the Black Sea environment.  How long can Trump continue this charade on a global level is on par with how long Zelenskky can retain his Presidency.    

With Midterms looming, one would think Trump would be actively running a positive campaign to boost his chosen one candidates.  But as the polls indicate, favorability with Trump is a death sentence for any candidate he endorses.  Incoming Pandemic?  Trump has chosen a pro-vaccine Director for the CDC, Dr. Erica Schwartz.  With Kennedy doubling down on his support for Trump – we may be in for another rollercoaster ride in time for the Midterms … 

Israel will be holding their elections just days before ours and it appears the ‘soul’ of Netanyahu is losing.  The latest reasoning behind his absence being cancer.  No explanation for the zombie campaign of AI Netanyahu’s.  However, the two parties united to beat the Likud are campaigning on a ‘kinder Israel’. 

The ‘kinder Israel’ is a unification of former Israeli PM Naftali Bennett and opposition leader Yair Lapid who claim it is time for ‘a new chapter for Israel’.  Bennett is a hard liner former IDF soldier who was allegedly responsible for the massacre in Kfar Kana when 101 Lebanese were killed when struck by a bomb on the UN compound.  He believes in annexing ALL of Palestine immediately, and views killing of civilians there as WWII Nazis deserving of death.  Promoting Zionism for all, Bennett is Netanyahu’s kissing cousin. He made a fortune buying and selling companies in the US including a Cyber Security company, Cyota (now known as RSA Security), which facilitated  the creation of ‘backdoor access’ for the NSA.

So be it for a Kinder Israel….so what will Trump do?  Build a BALLROOM!

Western Economies Are Built on Sand As The Ocean Rises

Posted on by Helena

Germany and France are barely holding up their economies.   Amidst these weaknesses, they are looking to further sanction/decouple from China.  Given the Israeli escalation in Iran, and OPEC mulling a production cut, oil prices are being pushed higher which will further impact the manufacturing and transportation industries.  The Longshoreman strike is slated to affect just about every aspect of the US economy from food to appliances to chips to toys, etc…  The West is being steered by an Alzheimer patient and a cackling infant and if the earth were flat, we would fall into the abyss of space.

While the media would have us believe that EV’s are the future – automobile dealers are privately not onboard.  EV’s are not selling leading to massive losses and inventory that needs to move for more hybrid versions and gas powered vehicles to come aboard lots.    Western governments are powered by weak cowards unwilling to speak the Truth for fear of retribution.  

In the US, a government position is quite lucrative while requiring a mere 20 hour work week to qualify for full-time pay.  A tidy pension.  And little incentive to accomplish anything worthwhile.  

Germany’s Scholz and France’s Macron continue to brawl over economic turmoil in their respective countries, one open to friendly trade with China, the other desperate to save his economy. 

France:  Economic Freedom ranking shifts lower still with the country now teetering at 32nd of 44 EU countries.  Their economic growth is hoping to attain a .7% increase.  While public debt is slated to reach 114% of GDP.  

Germany:  growth has completely stagnated for 2 years.   The Economic Times claims Germany needs more ‘skilled’ migrants to survive.  Macron says France will fall in 2-3 years.   Squabbling about China trade while in the midst of economic dire circumstances seems a bit  self-mutilating, but that would appear to be the Western Agenda.

While economies are struggling with stagflation the US Liberal diaspora continue to claim the US is in a strong position despite facts and figures proving otherwise.   ADP Payroll vs US BLS:   143,000 new jobs vs 254,000.   The Longshoreman Dock Strike has been ‘suspended’ after the union boss backed down amidst allegations linking him to the murder of a mob boss.  Blackmail deterrent.  Works well. 

However, the end result was a pay increase of 62% over 6 years or effectively $63 per hour which is likely to be fed to consumer pricing.  

The FEMA debacle is still a sore point in the Democrats election cycle given the lack of governance response and the now perversion of paying illegals affected by the storm before Americans.  At this point thousands of charities and civilians came to the immediate rescue providing airlifts of the injured, supplies – most specially water and food, and other necessities.   Hampering the civilian assistance was Biden and Harris who demanded all airspace be shut down while they surveyed the devastation – costing 4 hours of relief to be suspended.  

Despite Buttigieg claiming FEMA has a deficit, the DHS Balance Sheet reports $96 million in cash, $154 billion in Treasury Funds.   Unfortunately, Buttigieg is not willing to use those funds because the illegal migrants get paid first.  

As geoengineering weather is exposed in various patentsWhile there are a few instances wherein Hurricanes moved inland – however, the path and circumstances of Helene are questionable.  Typically, the further inland, the less force of wind and rain.  This was not the case with Helene whose wrath was significantly greater inland.

In addition, it has come to the attention of sleuths that the city of Asheville sits on one of the largest lithium deposits in America.  Lithium mines can be as large as 20,000 acres or 31.25 miles.  Lithium requires 500,000 gallons of water per one ton of lithium.  The largest mine in the world produces 1.95 million tons per year or 100 trillion gallons of water.   The ONE commodity that is necessary for species survival.

In closing – the focus of the Liberal MSM is ‘polling’.   Not to be distracted:  Polls are no longer polls but ‘surveys’.  They are paid for.  They involve a quantitative sampling of under 1,000 people typically coming from a paid-for panel preselected for all polling for that particular agency.   There is no oversight for the presented results.   The demographics are often not revealed – if there are any. 

The only point for these false surveys is to present a stage set.   IF the surveys indicate a neck-in-neck election, it allows for fraudulent voting supported by fraudulent surveys.   In that – Biden has stated there will be violence – meaning the fraud will elect Kamacackle.  The Electoral votes could be the differential – but blackmail goes a long way….

The Economy: Funny Numbers a Fragmented Reality

Posted on by Helena

The Inflation myth:   Biden – “We have brought inflation down to 3% – nearly to the 2% target” – applause – high five …  The 3% is on top of 25% to 50% Americans actually experienced each year of the Biden administration.    Prices didn’t fall 150% back to where they were 3 years ago, they just stopped rising as much.  An exception is gas.  Gas prices have fallen – albeit artificially via the government subsidizing from the Federal Strategic Oil Reserves, which are now down 200 million barrels and would cost 300% more to replenish.

Inflation is cumulative and creates new baselines of pricing.  Which is why since the institution of the Federal Reserve the value of the dollar is now less than 3cents (unadjusted for inflation) – their comic book reality.

GDP is another fragmented reality.   It doesn’t measure profits or prosperity, it measures inflated prices of goods produced, example;   2019 – you sell 10 widgets for $1200 apiece that cost $600 each = profit is $6,000.   2024 – those widgets now cost you $1000 each, you can’t sell 10 because demand has tanked due to pricing, you sell 5.  You put 5 widgets in storage/inventory and sell 5.  You sell 5 for $1800 – and make a profit of $5,000.   GDP goes up because it values the inventory of unsold widgets.

The Federal Reserve decided to not lower interest rates because the Bank of International Settlements told Jerome Powell not to.   According to BIS, inflation needs to fall to 2% before they will allow global banks to reduce their interest rates – their calculation states that inflation is 5.5% currently.  Their analysis of growth is solely based on oil and oil services.   Because nothing else is growing – it is flat.

Axios would have us believe the US economy is strong and growing exponentially!  Based on ‘estimates for 2023’.  Apparently, the US is leading every other advanced economy in the world – stellar outlook if numbers didn’t lie.  According to Axios – The main drivers of this stellar economy were Federal infrastructure and manufacturing “capacity”, as well as immigration which increased employment numbers.   WHAT THE FARK?

“Capacity” is now a line item contributing to profit?   The US Transportation Department balance sheet as of 2022 reveals that the department is sitting on $301 billion in unspent funding.  They were given an additional $69billion in 2023.   What infrastructure spending?  How can infrastructure spending increase GDP when there is no spending?

Funny Money – we gave Ukraine old worn out weapons that were sitting in inventory while transferring billions to the Military Industrial complex and calling it Ukraine Aid.    Thus War Spending increases GDP.

Italy’s Meloni wants to use their climate fund to build oil wells in African colonies.   Unfortunately, she didn’t confer with the appropriate African governments first.   But the west is calling it Africa Investment – wherein the governments are paid bribes and the oil company, Eni, takes the profits.  The project will be funded with an initial investment of $6 billion – Italy’s government owns 34% of Eni.

The purpose of Meloni’s project is to find cheap oil for Eni to transport to Italy which Italy will be sold/distributed throughout the EU for a profit once the project goes online.   Chairman of the African Commission chastised Meloni at the summit where she made the announcement,  “I wish we had been consulted first”.

The West is desperate to emphasize that the US remains the Empire of the world.   Turning every negative situation into a topsy-turvy schematic of positivity and growth based on fake numbers, is all they have left to preserve their hegemony.   You can’t be King unless there are peasants to rule.   Art of War; keep the peasants happy or they will drop Humpty Dumpty.

Feeding us ‘funny numbers’ does not change reality – it simply feeds empty heads with false narratives that will only fall apart when home owners see their property tax bills and insurance bills double – bill coming this month.   Many retirees will be forced back to work to afford the taxes.   Young homeowners will take on secondary jobs.   But the sentiment will NOT be positive.    And in an election year it will be deadly.

Trump is slated to take office in the 2024 election.  He will face a severely damaged America.   Everyone will demand their particular nightmare be solved.   Cronies like Ann Coulter will scream their shrews from the highest tower.   But the reality is – Trump cannot do this alone.   He will need help – and European governments have already declared Trump persona non grati as they blame him for the Farmer and Trucker protests.    Further alienating the US – whose alliances have been damaged by the authoritarian government – particularly in the Middle East and China – .

Detaching from the cloister of agencies that created this global chaos means that America will need to find new allies…  Allies that we have been told are our enemies.  The BRICS perhaps.   To re-establish trade.  Because the US is NOT self-sufficient.  The transition will not be easy, and the liberal backlash will be dauntingly crude.   But we have no choice.

Mercenaries: Hired Death Squads – The Pentagon’s Black Book

Posted on by Helena

He’s old, his body isn’t working like it used to, he can’t hear well, he’s got a layer of fat around the middle, and all he wants to do is relive the thrill one last time!

Mercenaries have little to do with God and country, and everything to do with money. There is no loyalty outside of the clan, they will go wherever their employer wants them, and often that employer was the US Department of Defense Intelligence. The Pentagon.

Off the books, they came through the back door and were given their orders. They didn’t work within the military, they were subcontractors, no rules, and the asset they were often called to protect was – oil.   Black Gold.   Off the books for the government meant off the books for them – tax free $$$$.

When the US entered the Middle East, it wasn’t about the people, or freedom, it was about oil. Constant skirmishes, conflicts, and war throughout the region risked that asset.   Mercenaries were the death squads deployed to protect that asset at any cost.

Well trained, they came from ranks within the military, Green Berets, Seals, and Marines whose resume listed one skillset: “I know how to kill people”. It was the only skill their stint in the military had provided them, and finding a job in the common peoples world was not only impossible, it was undesirable, it was boring.

He trained his team personally.   They were the best of the best. Their identities were wiped.   Their souls had already been ripped from their skins in past wars, their values nonexistent, their morality deadened, but their instincts were their weapon of choice – pin point sharp!   The Defense Intelligence Agency used them because they were a small unit, easily disguised, unreported, and their deeds not transparent. The mission could take weeks or sometimes months to accomplish. They were a tight team, each man an asset to be protected at all costs. The camaraderie was intense!   If a man was lost, that was his fate.   If a man was lost due to a team member’s negligence, that necessitated punishment.

This was a business and success was not optional.  

He did lose a few mates, but to his credit no one ever went rogue.   Death was an accepted business tactic or fate.   When the mission was fait accompli, a private plane would escort them to neutral territory where they could indulge in lavish meals and whores.

It simply was their way of life.   The alternative back home was grim. They could never fit in to a mundane lifestyle ever again.

Of course being a mercenary did come with one rather perverse destructive consequence:  nightmares, night terrors!   A window, albeit very small, still existed in their soul wherein guilt would raise it’s ugly spears.  Sometimes it manifested in rage, often it found an easy access during sleep when the mind was not protected.

After his soul was ripped from him in Vietnam and subsequently Africa, a hole formed in his brain. Behind the hole demons taunted him. Sometimes they came out screaming, brandishing swords as they sought to destroy his remaining sanity.   Often he would awake drenched in sweat, his hands bloodied from pounding the wall.   There were exactly two things that kept these demons quarantined in their hole, another mission and Gin.

The Pentagon maintained a black book of these mercenaries so they could fly under the radar.   Creative accounting called for $500 coffee mugs, $1500 goggles, and facilities built in the Middle East that never existed.   But it got more complicated when the US government would hire mercenaries on behalf of an enemy country while accepting payment under the table.  Everybody profited. But a leak, even a minor leak, could unravel what would be hailed as treason.   Many of these organizations were eliminated to curb a possible leak as questions began to be raised.

January 2019, the Pentagon revealed unaccounted funds of $21 trillion.   The media would have us believe it was all negligent accounting.   These are military strategists, not opioid addicts, they likely know exactly where the money went, but feel no necessity to inform the public.   It bought coups. It bought mercenaries. It bought oil. It bought countries. It bought politicians. It bought the media.

In a recent article by The Last Refuge, the author recounted how each agency within the government has its own media leak source:   FBI – leaks to New York Times and NBC, CIA – leaks to Washington Post and ABC, and the State Department – leaks to CNN and CBS. Ultimately each faction substantiates the other providing a unified propaganda.

The Pentagon did NOT lose $21 trillion, rather, it spent the money on assets it can not and does not want to reveal.

During the Clinton, Bush and Obama administrations the constant rupture of war and coups within the Middle East necessitated more mercenaries. They were deployed to Ukraine, Syria, Turkey, Afghanistan, UAE, Iraq, Kuwait, Niger, Algeria, etc…   Ramping up the global insecurity was an agenda, but the US was not oil independent and we needed to secure the flow.   When ISIS took control of oilfields, who did they sell the oil to in order to maintain their military?

Rote military personnel could not be counted on, they held to an accountability, they believed in God and country.   Mercenaries had no politics, no values, they were a hired death squad.

There was no shortage of contracts and he found himself spending more time abroad than home.   He had a wife, in fact he had had a few, but without a soul to love, they moved on.   He understood.   It wasn’t that he chose this as a career so much as it chose him. As a boy he didn’t run around declaring that when he grew up he wanted to be a mercenary.   But it found him. It took his life blood. And he loved every second despite being blown up, despite losing his wives, despite having no interest in rearing his children.

And now, an old man, he dreams of one last mission – despite the fact that this one would most certainly be – a failure. But at least it would end the nightmares.

Iran: It Isn’t Oil Stupid, It’s Pharmaceuticals

Posted on by Helena

The Iran rhetoric has been thick.   Everyone is soliciting their highest ranking intelligence to make an accusation, citing a plethora of Scientists, Geophysicists, and Engineers to support their view.  And, of course, the diametrically opposed stories tell a different tale.

The same media, and many of the same liberals who advocated for the Iran Nuclear Deal that was imposed by Obama via Executive Order, are now calling for retribution attacks against Iran for the recent drone strike.   So what happened to the wonderful peaceful Iran that Obama and the Liberals wined and dined?

Because many of these same pundits are now calling for the annihilation of Iran…  The Democrats demand – war.

Sort of…

Tankers were hit by either land mines, missiles, or other ‘flying’ contrivances.   The tankers belong to Japan and Norway.  According to Norway there will be no retaliation and the news is already dead on arrival.  They postulate that a sophisticated ‘agent provocateur’ is responsible, but ultimately blame the attack on President Trump because he shred the Iran Nuke Deal.  Japan has stated that there will be NO retaliation, and no news sites in Japan seemingly think the instance is even worthy of an article.

Neither the press in Japan or in Norway even acknowledge the US Drone downing.  The pictures presented by Iran are actually of a drone downing in Yemen in 2017.   And yet, the US war mongers are now convinced Trump is a wimp for not decimating Iran… instigating war, and creating a new pocket of ummmm – wealth.

The Iran Nuke deal was after all designed to create a new source of wealth for the elite. Businesses were lined up, drooling at visions of sugarplums – and valuable pharmaceutical opportunities.

Obama officials, Dianne Feinstein and John Kerry have been desperately attempting to assure Iran that the Nuclear Deal is still viable and that the plans as established before Trump can be reinstated.   But Rouhani isn’t convinced.   Attacking Saudi ships, Japanese ships and Norwegian ships this year, Iran would for all intents seem ‘confused’.

What would be gained by goading and provoking Trump into a war?

By 2002, Iran had accumulated a massive internal pharmaceutical industry that increased in value by roughly 500% between 2009 and 2015.   High tech medicines including monoclonal antibodies (mAbs) and recombinant proteins have been the biggest leaders in the field with Germany and Russia being the primary importers.

Novo Nordisk, the 10thlargest biotech in the world based out of Denmark had contracted to manufacture insulin in Iran.   Sanofi, based in France, is the 5thlargest for prescription sales and it too was chomping at the bit with Iranian deals in the works.   Novartis, based in Switzerland, was on board as well.  Among its many subsidiaries was Syngenta, which specialized in genetically modified plants and is now owned by ChemChina.  Novartis also specializes in monoclonal antibodies, which it produces and sells ‘outside of the US’.  And in 2009, Obama awarded Novartis a $486 million contract to construct a plant in North Carolina where they would be tasked with creating 150 million vaccines in the event the administration declared a ‘pandemic’.  In 2009 when Obama took office Novartis was selling for roughly $30 per share, today it is $91.  Novo Nordisk was trading at $12.70 and is now $50.90.

Trump’s former attorney, Michael Cohen was being paid a monthly fee by Novartis with the agreement that Cohen would tell Trump how best to regulate the pharma industry.  Cohen is currently serving a 3 year sentence in Federal prison.

Iran was to become the ‘hub’ of the pharmaceuticals and – the investors would be granted full exemption from taxes.   In other words, Iran was to become the new tax haven for wealthy pharmaceuticals and anyone else wanting to climb aboard the bandwagon.

When Trump nixed the Iran Nuke deal, these heavy weight pharmaceuticals saw their investments crash.    John Kerry had been heavily trading pharma stocks since 2011 when he worked in the Senate Finance Committee’s Health Subcommittee, a position he used and profited from greatly.    Obviously he has a vested interest in reigniting the Iran deal as he was likely a heavy weighted investor in the Pharmaceuticals when Obama used Executive Order status to confirm the Iran Nuclear Deal.

When Kerry inherited his father’s money in 2002 it was estimated to be worth roughly $300,000 to $1.5 million.  A large spread!  By 2013, he had somehow grown that to $250 million.  Today, the estimate is $103 million…a tragic loss?  Or simply transfer of wealth to a haven?

In 2009 Dianne Feinstein’s net worth was estimated to be around $77 million.  By 2014 it had reached $99 million, today according to Forbes, she is worth $80 million.   A tragic loss…

In May 2019, one year after Trump reneged the Iran Nuke Deal, Rouhani stated that the commitments agreed to in the deal would no longer be adhered to and proliferation would edge up. Three days after the tanker attacks, Iran restated that their enrichment program would “far exceed” the restrictions by June 27.

Dianne Feinstein visited Iran in May, two weeks later the Japanese and Norwegian tankers were hit, and a US drone was downed.   Kerry had been in constant telephone conference with Iran during this same period.

Did Feinstein and Kerry order the hits?  Why?

With an oil glut that has decimated oil prices, the tanker attacks spiked oil from reaching its potential of $30 barrel to about $50 – still quite low but a good enough spike to enrich a few profitable wagers.  But oil is passé, Iran has abundant farmland only 12% of which is actually utilized. Their minerals include: chromium which is used to control weight, muscle, diabetes, heart issues, etc… Their desire is to navigate away from an oil economy and create a pharma economy.   That desire was scrubbed by Trump.

The US is now oil independent.  We don’t give a dang about the Strait of Hormuz, or   Iran’s oil.   Follow The Money.   The Money is pharma.   Germany – heavily invested.  France – boldly invested.  Russia – flagrantly invested.   US?  The Swampers, the Obamites, the Hillarites, they are all likely heavily peeved as they watch their net worth scrubbed.  Pharma?  They would likely assassinate anyone who impaired their agenda. Who they support?  Whomever is likely to give them an ‘edge’.  They have no real political affiliation – their affiliation is to – money.

OIL – Black Gold looking more like Silver

Posted on by Helena

In the midst of troops deploying to Syria, an escalating war that appears to be headed to engulf the entire Middle East, terrorism, ISIS, and Global Warming…. what has been happening to OIL?

Black gold?

Well, it’s looking more like silver than gold at $40 a barrel and steadily declining.

Normally, when there is war and strife and unrest in the Middle East, oil prices rise in response to a possible shortage. Yet, this time, oil continues to decline. Why is now different?

The are multiple reasons but a few headlines are most noteworthy: OPEC and the Saudi Production.  The Saudis depend on oil for their revenue and the lower oil falls, the more they need to sell to make up for the difference in price.   So, what to do?  They step up production. Sound obvious?

In actuality, the Saudis are hurting, their economy is in a freefall, they operate a 20% budget deficit, their reserves are steadily depleting, and their stock index is generating severe losses. But what are they doing to mitigate?  Not a lot.  They continue to pump more oil, to saturate the market, because it’s all they have. Asking them to stop would be asking them to commit suicide. The petrol industry accounts for 90-95% of ALL their revenue. So if they are already operating at a 20% deficit, how can they possibly absorb ‘more’?

The only way they can pull themselves out of this black spiral is to continue production, raise production and make massive changes in their reliance on oil as their main revenue source, ie Diversify.

But they have another problem – upwards of 90% of their private sector workers are foreign born, only 30-40% of working age Saudis are employed, the government subsidizes the rest. A significant drain on wealth.  But their own citizens don’t have the expertise to manage and run the oil markets, they haven’t the education.   Foreigners spend money, adding to the economy.  But the unemployed suck it back dry.

Not exactly a business model for sustained wealth.

What is their secondary market? Petrochemicals. Petrochemicals are used in the manufacture of plastics and synthetics as well as fertilizers. Monsanto owns it’s own petrochemical plant, Sterling Chemical. And with the land grabs in Africa – fertilizers, GMO’s and petrochemicals will flourish. South Africa is now the 8th largest producer of GMO’s in the world, including maize, soy and cotton.

But with hardline pressure by Monsanto and Syngenta, GMO production has increased dramatically adding Tanzania, Kenya, Uganda, Malawi, Mali, Zimbabwe, Nigeria and Ghana – all on the African Land Grab list.

Saudi Arabia is the third largest investor/holder of land grab in Africa, second is UAE and first is US.  A win-win is the profitability of future agriculture using petrochemical fertilizers…

And while the Paris Climate Summit proposes lowering C02 emissions and toxic gasses, petrochemical pollution and GMO fertilizer pollution rage on.

Petrochemicals are THE MAIN SOURCE of Industrial air pollution. The Industrial Sector is considered the largest source of China’s smog. But the largest producers include: Basf of Germany, DOW of USA, Exxon of USA, Lyondellbasell of Netherlands, INEOS of the UK, Saudi Basic of Saudi Arabia, Formosa of Taiwan, Sumitomo of Japan, and DuPont of USA.  But these represent only the top tiers in an industry that was burgeoning with over 3000 plants worldwide but has also felt the profit bump of falling oil prices.  But while plastic and synthetic production has fallen, fertilizers expand.

And while OPEC countries continue to produce oil, further saturating the markets, other countries have pulled back, their profit margins having long ago been divested. As in the tale of the Tortoise and the Hare, running as fast as you can to the finish line doesn’t necessarily mean you win. But the Saudis have little debt, and can continue to ride the wave plodding like the tortoise, waiting for the fallout from production in other countries to peak before they plug the lid and rapidly push the pricing to potentially extraordinary levels. In the meantime, those countries that closed up shop won’t have the time to retool and will get hit hard.

But the game is not for the faint of heart. The breakeven price of production for Saudi Arabia and Russia is the same at $105, Qatar, Kuwait and UAE is $80, Iran is $130, Libya, Bahrain and Yemen is above $140, while some shale producers in the US report a breakeven as low as $24 in North Dakota.

It is not a game of chess.  Or even Tactics.  Time is the game.  Who can hold out the longest.

And, Time will tell…