RANT: I'LL SEE YOUR DRONE AND RAISE YOU A BABY NUKE.

    

WITH THE COCK-UP in West Asia (Middle East) threatening to ignite into something larger and more dangerous these past few months, we’ve been neglecting that other war, the one in eastern Europe, namely NATO versus Russia. Of course it’s really the collective West—Europe, America and cucks like Canada—who are in the fray supplying weapons and money to Kiev. So, it’s not just Ukraine fighting Russia, though it's Ukrainian soldiers who are the ones doing the dying, saving us the distress of seeing coffins draped with Canadian flags arriving home. So, there’s that.

But after four-plus years of war, the end game is closer than we imagine. To be clear: Russia is winning the war. It will succed in defeating Ukraine and its Western backers. All along the nearly 1300km front line, Russia is advancing at a relentless pace, if a slow one, because its main war aim is to attrit the Ukrainian army until it is a spent force. The capture of territory is secondary to the Kremlin’s goal of destroying Ukraine’s NATO trained, supplied and armed military that, in addition to the possibility of "defensive" nuclear-capable cruise missile installations along its border, it considers the force and its NATO backers as an existential threat to the Russian nation. Naturally, the Americans would feel similarly threatened if China, say, were to build missile installations at Windsor, Ontario aimed at Washington. Of course, the Americans would take action to eliminate such a threat along its border. [see: "radioactive ashtray". Ed.]

IN UKRAINE'S NORTH, the city of Kharkiv may once more be in Russian hands by summer’s end. Next is Sumy, a city of 250,000 and the last metropolitan region standing between Russian forces and Kiev. Russia will probably encircle and lay siege to the city, as it has done to other Ukrainian cities, cutting off supplies and weaponry. But the big question is: Will the Russians move on Kiev? Or will they move south on Odessa where, in recent weeks, it has been bombing port facilities and infrastructure in a bid to cut off weapons shipments and eliminate naval drone launching sites. When Russia finally takes the historic port city, Ukraine will be cut off from the Black Sea, becoming a land-locked rump state.

 

THERE IS SOME TALK about Russia finally taking the gloves off and winding up the war, taking all of what it calls Novo Rossiya (“New Russia”) that includes much of eastern Ukraine where most of the population is ethnically Russian and whose first language is Russian. It’s tragic to think that Ukraine could have saved so much blood and treasure and remained whole [except for Crimea] had it signed off on the “Istanbul Accords” in 2022 during the early months of the conflict. But pressure from the West, notoriously through the efforts of then-British PM Boris Johnson acting as Western point-man, put the kibosh to the peace treaty by guaranteeing NATO’s full support (save for troops) if Zelensky would tear up the deal. He did and here we are today.

OF LATE there has been an increase in Russian drone and missile attacks on Kiev and on energy and weapons manufacturing facilities elsewhere in Ukraine, and these may portend a change in the pace of the war.

 

👉THERE HAS ALSO BEEN A CHANGE in rhetoric as the NATO-Russia conflict grinds on, namely the use (or more accurately the lack of use) of the term “deterrence”. During the Cold War, the word was always present when analyzing the threat levels of proxy conflicts between the world’s two nuclear super-powers, the USSR and America. Each, with vast arrays of nuclear weapons between them, took deterrence very seriously, as they struggled for dominance in proxy wars and regime change operations over the decades. The intensity of these proxy campaigns was tempered by how far they could push the other before a threat became existential, where the survival of the nation was perceived to be at stake, and where the use of nuclear weapons was seen as a last resort. 1962’s “Cuban Missile Crisis” is a case in point, where the USSR, in response to the United States installing Titan nuclear-armed missiles in Türkiye, some months later installed similar weapons in Cuba, in a dangerous game of ‘tit-for-tat’. With both sides seeing the other’s actions as an existential threat, the world came within a hair’s breadth of nuclear war. What ultimately stopped this horrific escalation was the deterrence factor embedded in the M.A.D. principle (“Mutually Assured Destruction”). In this scheme, each side realizes that regardless of who strikes first, that country would be destroyed by a deadly counterstrike, leaving both, along with much of the northern hemisphere, a smoldering, radioactive ash-heap. It also helped that both President Kennedy and the USSR’s Premier Nikita Khrushchev’s served during WWII where they saw first hand (particular in Kennedy’s experience) how modern, industrialized conventional warfare could devastate whole regions of the globe, a factor, surely, in their assessments of how apocalyptic—by orders of magnitude greater—the use of nuclear weapons would be. Each calculated the mega-deaths and devastation that would follow if their armies unleashed the deadly force of their nuclear arsenals. Thakfully, in the end, each was deterred from attacking the other.

 

TODAY, WE SEEM TO BE BLITHELY IGNORANT of nuclear weapons and their destructive power or else we foolishly assume we can survive a nuclear war with minimal damage and even emerge victorious.* For decades, Russia has said the expansion of NATO into eastern Europe following the breakup of the Soviet Union in 1992 was threatening existentially to it, with Ukraine in NATO being an absolute red line. In the 1990s and early 2000s, Ukraine was a neutral state with a pledge of neutrality written in its constitution. Subsequent pro-Western administrations in Kiev eventually changed this status and NATO came courting with armaments and money, until 2022 when Zelensky prepared to launch an attack into the Donbass region to quell dissent and silence calls for separation from Ukraine by the two oblasts of Donetsk and Luhansk whose populations voted to join the Russian Federation. In late February of 2022, Russia invaded Ukraine in defence of the ethnically Russian people of the Donbass and to make it clear it would no longer tolerate a pro-Western government in Kiev that was armed and equipped with the latest NATO weapons, tech and training.

 

FOUR YEARS ON and Ukraine has been emboldened, using long-range drones and missiles to attack deep into Russian territory, and while these assaults do not threaten or degrade Russia’s war-making capacity or change the inevitable Russian victory to come, nevertheless they indicate Ukraine and the West, particularly the Europeans, no longer are deterred by Russia’s array of nuclear weapons. Recall the incremental goading of Russia by NATO through its proxy, Ukraine, as the “defensive” military alliance introduced various weapons, weapon systems, munitions, tanks, missiles, drones, etc. into the conflict, gauging Russia’s response to each escalatory move by NATO and the West. Recall in June of last year how Ukraine attacked Russian heavy lift bombers—part of Russia’s strategic (read: nuclear) defence force. On what planet [Apparently, this one. Ed.] is it a good idea to attack bombers tasked with the delivery of nuclear-armed cruise missiles and gravity bombs? Recall also in May of 2024 how Ukraine used drones to attack Russia’s early warning radars used to monitor American ICBM launches, should that fearful day ever come. During the Cold War such provocations would have been unthinkable.

YET TODAY, European leaders issue bellicose statements demonizing Russia as they gin up their respective populations to prepare for war with the Slavic giant by decade’s end.

👉WTF, Charlie Brown! What are these bloodless pricks trying to do?! Instead of diplomacy and crafting a security architecture for Europe that includes Russia in a treaty everyone can (mostly) live with, it’s warwarwar! with most NATO-allied nations singing from the same hymn book. [Canada, America’s brown-nosed rent-boy, is in on this clusterfuck, don’t forget, and balls-deep as they say. Since 2022 the Liberal government in Ottawa has sent war materiel and armaments to Ukraine and committed 25 billion dollars to the notoriously corrupt Ukrainian government under Huckster-in-Chief, Zelensky. [Cha-ching! Ed.]

 

THE POLITICAL ELITES in Europe and the Collective West that have gotten us into this mess have to go the way of the dodo. And soon. There are stirrings in Germany, Spain and Poland, for example, but Europeans need to take these little Napoleans out to the collective woodshed and give them a good hiding! There is hope (and danger as well) as populations in Western nations are increasingly at odds with their governing elites. We all see the emperor has no clothes.

 

👉TODAY, we stand at an inflection point where change and violence walk side by side to that inevitable fork in the road, and which path we’ll be on is yet to be decided.  Let’s hope the drones and long-range cruise missiles we are currently firing into Russia don’t trigger the use of a tactical nuke or two by Moscow. Can’t say we haven’t been warned.😱 Isn’t that enough to deter us to seek a diplomatic solution to the conflict instead? Stay tuned!     

 

 

CHEERS, JAKE. _____________________________________

 

*Hence Trump’s recent musings around creating a “golden dome” over North America (or just the U.S. if Carney refuses to pony up billions of dollars for the scam project).  And, as it was with Regan’s pie-in-the-sky “Star Wars” missile shield of the 1980’s that proved to be unworkable so, too, will Trump’s version of the same boondoggle which will prove even more unworkable in this age of hyper-sonic ballistic missiles armed with multiple nuclear warheads that can travel thousands of miles per hour. It should be noted that if guardian missile arrays could protect the United States, say, from incoming ICBMs (“Inter-Continental Ballistic Missiles”), this would be a destabilizing factor in the M.A.D. deterrence architecture. If one side believes it can launch a pre-emptive strike on its foe and not be devastated by a retaliatory response or, more importantly perhaps, if the foe thought such a defensive umbrella would work blunting its own retaliatory attack, then the options to launch before such a system could be put in place becomes all too real.

RECALL that during the Cold War, both Russia and the United States had one or two defensive missile batteries ‘guarding’ their capitals. That’s all. In other words, the installations were symbolic as part of the ABM “Anti-Ballistic Missile”) treaty of 1972 between Russia and the United States that limited each side’s ABM missile arrays to one site each, thus ensuring both sides had a healthy respect for the other side’s nuclear arsenals—i.e., the M.A.D. deterrence formulation that kept in check the establishment of ABM systems on a continental scale. [Regan’s Star Wars ballistic missile shield scheme didn’t get off the drawing board, and Trump’s “Golden Dome” missile defence proposal will prove equally unworkable.

 

IN 2002, the ABM treaty was foolishly walked away from by George Bush Jr. during whose tenure additional anti-ballistic missile sites were established in the U.S. That a working ABM defensive shield has not been developed to date speaks to the physical impossibility of stopping an all-out attack with hundreds, even thousands of missiles raining down death and destruction by the mega-tonnage. Same goes for Russia. Any ABM system on the drawing board that’s been ‘gamed-out’ has been assessed as unworkable and a non-starter. [See Professor Ted Postol’s explainer (here.)] Thus, for thirty years both countries were deliberately left vulnerable, with no ABM shield capable of stopping more than a handful of incoming ICBMs, thus ensuring each side would mind their p’s and q’s and respect each other’s “red lines”. Or else. That’s deterrence, folks. Something we need to remember.

 

 

RANT: LET ME GET THIS STRAIT..OR PERHAPS NOT

  

IS IT JUST ME or are things getting a little harry out there on the knife’s edge of international relations? Is reasoned, reality-based decision-making now old-fashioned and sooo last century? Maybe. But when billionaire real-estate sharks mascarade as diplomats, like  the dynamic duo of Witkoff & Kushner, you would think the Trump administration would get the memo that the whole world is laughing at them and sees them for what they are—unserious people acting in positions of great importance and caught butt-naked in their ineptness as the curtain rises and the klieg lights highlight every naughty bit and unmentionable. Let those two go to Abu Dhabi* and build another condo tower or something and get out of the way for real diplomats [do the Americans have any? Ed.] to handle the politics and brokering of peace deals, trade deals and other treaty initiatives.

As I write this (Thursday, May 20), we’re still in a waiting game following Trump’s less than triumphant visit to China, with little results coming from the get-together even with the string of billionaires Trump had in his entourage. Meanwhile, a second attack on Iran is highly probable, and we could see missiles flying by the weekend. 

Trump has painted himself into a corner by going along with the Israeli scheme of regime change in Iran. (Actually the Israelis would prefer to see Iran balkanized like Syria and made impotent with internal conflict.) It didn’t work the first two times: in the “Twelve-Day War” last June, or the rematch of February 28 to the April 7 ceasefire. Heck! Go for it, Mister President! After all, three times’s a charm, isn't it?

Trump doesn’t want to be involved in a protracted war in the Middle East, yet he doesn’t know how to get out the mess he’s made. He might do what he did in the Twelve-Day War—make a big strike somewhere, declare victory and go home. Or he could double down on stupid and continue fighting an Iranian foe that’s holding most of the cards. In the first scenario he’d have to eat a lot of crow pulling his forces out of the region with none of the mission objectives achieved, no matter how they spin the PR. The second scenario is fraught with dangers and a high probability of not achieving anything like a military victory, just like the first two times Israel and the United States attacked Iran. A third possibility is for Trump to admit he's made a mistake and to go home, withdrawing American forces from West Asia (Middle East) altogether. 

👉That’s the best solution, and one that saves lives and billions in treasure the United States can no longer afford to squander on overseas military adventures. How likely is #3 do you think? For someone like Trump, to admit he was wrong and had been led around by the nose by Israel that is desperate to wreck Iran so it can emerge as the preeminent power in the region. Some sort of explosion is likely in the cards. Stay turned.¹

 

 

CHEERS, JAKE.

_____________________________________

 

* Perhaps the UAE might not be such a good place to broaden your real estate portfolio just now. The Gulf state is a signatory to the Abraham Accords which was a 2020 initiative by the Americans to bring Gulf Arab and neighbouring Arab states into a formal treaty normalizing relations with the state of Israel. Had a state like Saudi Arabia become a signatory to the agreement, others would follow and the aspirations of the Palestinian people for a homeland would be in jeopardy. The October 7 attacks in 2023 put an end to that possibility. SIGNING the Accords, while Israel killed thousands of their fellow Arabs, would have been politically impossible for leaders wary of their restive populations who watch, with growing anger, Israel’s genocide and ethnic cleansing of Gaza and its assaults on the West Bank and Lebanon.

👉My point is that the UAE may have made a big mistake signing onto the Accords with Israel: If the Americans and Israelis renew their attacks, an Iranian retaliation would surely result in the destruction critical infrastructure throughout the UAE, along with any nation, Gulf or otherwise, that assisted in the assault on Iran.

 
1. AS OF THIS WRITING, the Hormuz Strait is still controlled by Iran. It's been eleven weeks since the blockade began, following the February 28 attacks by Israel and America. The American blockade of Iranian shipping is also still in force. Now, a trickle of shipping passes through the straits each day compared to pre-war traffic of 120 to 140 ships. Oil tankers bound for China are the exception. Others may have to pay a toll or make some arrangements with Iran for safe passage.

Meanwhile, as the ceasefire of hostilities holds, each side is locked in an economic war to see how long their economies can hold out with global shipments of nearly 20% of the world's oil and derivatives now delayed, and fuel shortages begin wrecking economies without petroleum supplies incoming from the Persian Gulf. 

👉Any re-starting of hostilities might mean the straits will be closed altogether, along with the potential wreckage of Gulf states' oil infrastructures—a catastrophic outcome, I'm sure you'll agree. 

👉Hold onto yer hats! This ain't over yet. And don't forget, there's still Ukraine!

 

 

 Time for Lunch

 

 

 

 

RANT: LEAVING ON A JET PLANE, DON’T KNOW WHEN I’LL BE BACK AGAIN…

 

RECALL THE PROVERB about the hole in the bucket—you know, the one where the farmer goes to the well to draw water, but no matter what he does the hole determines the carrying capacity of his water bucket. He will need to make more trips to collect the same amount he previously collected, costing him time, energy, and ultimately money. Or he will make do with less. Yes, he could repair the bucket but that's beside the point: In systems theory, there is the principle that an organism or an organization is only as strong, as viable, as its weakest link:

 

“The principle that "a system is only as strong as its weakest link" means a system's overall performance is limited by its most vulnerable component. [Italics mine] In system theory, this bottleneck or constraint—whether a person, process, or technology—determines the maximum capacity and failure point of the entire system. Strengthening the weakest part yields the highest improvements.” (Google AI)

 

THE STRAIT OF HORMUZ is the ‘weak link’ in the system of transporting crude oil and distillates from the Persian Gulf to the world. Functionally, it hadn’t been one before February 28 when Israel and the United States decided to once more attack Iran in round two of their illegal war of aggression against the Persian state. Prior to that, the Strait had been open and freely navigated by all. Iran closed the Strait (the sovereignty of which it shares with Oman), to vessels from nations hostile to it and those aiding and abetting their activities. Most Gulf oil goes to Asian markets (80 to 90%), with China receiving over one-third of all deliveries. Over 50% of China’s oil comes from the Gulf through the Straits of Hormuz, while ninety-eight percent of Filipino oil and nearly 90% of Japan’s crude oil comes from the Gulf. These countries and others (Italy, Greece, Poland, Spain, Malasia, India and Pakistan) have negotiated deals with Iran and now pay it toll fees, some as much as two-million dollars per tanker, for safe passage through the Strait. That amounts to billions per year in increased revenue which will go towards rebuilding Iran’s infrastructure damaged during the United States/Israel-Iran war begun in June of last year and reprised on February 28. There has been a tenuous ceasefire since April 7.

 

Note: Dissatisfied with the pace of peace negotiations brokered by the Pakistanis in Islamabad, on April 13 the United States imposed its own blockade (a blockade of a blockade!), denying passage for ships bound for, or leaving from, Iranian ports. This was done to pressure Iran to open the Straits to all maritime traffic free of charge, as it was before the war.* [Surely, war planers in the Pentagon considered closing of the Strait was something Iran would probably do once the shooting started? Now the mess created by the U.S. and Israel has spread, with ramifications for the entire globe. Nice job, guys! Ed.] Over three-quarters of Iran’s oil shipments have, thus far, been confiscated by Trump’s illegal blockade. But with millions of barrels of oil already in tankers at sea and in its shadow fleet ships, with pipelines to Turkey and the Caspian Sea, and with higher crude oil prices due to market unease over how the war is gaming out, all these mean that Iran can sell its oil at premium prices, resulting in an overall increase¹  in state revenues. 

STILL, there's the problem of Iran’s oil storage capacity being nearly full, which means oil wells must be capped, until their flow can be restarted at a future date (not an easy process.) And, don't forget the same problem exists for the rest of the Gulf States with uncapped oil wells filling up storage capacity, necessitating more and more wells be temporarily shuttered, adding to the time it will take to restart them and ramp up production after the war ends. 

👉That's unless Trump does something really stupid like starting the bombing campaign again. Which would trigger Iran to respond with a massive missile attack, decimating the Gulf states (and Israel, and American bases in the Middle East) and their oil infrastructure, taking offline 20% of the globe's oil supply. The resulting damage to economies throughout the world in the wake of such a clusterfuck would be incalculable.

 

MEANWHILE, in early May as I write this, countries around the world are beginning to feel pressure points in their economies as looming shortfalls in crude oil supplies are ‘baked-in’ and all but inevitable, with the resulting supply-chain disruptions already being felt in Asian countries, especially those with inadequate strategic petroleum reserves, or ones that are hard-pressed to pay for more expensive petroleum products. By now, most tankers that exited the Straits prior to February 28 have reached their destinations and have discharged their cargoes. Once that is used up, there will be a 20% shortfall in available crude until production levels once more meet the demand. Unless something is done to bring this war to an end real soon, some commentators predict a global recession by the summer and the possibility of a serious depression this autumn—one that could be on par with the Great Depression of the 1930s—unless crude oil and petroleum distillates are flowing full-throttle within the next few weeks. 

The American ‘counter-blockade’ against Iran must be lifted before the Iranians will even consider talks on opening the Hormuz Strait to pre-war traffic levels. Gulf states that aided Israeli and American attacks are not allowed to use the Straits at present. Global shortfalls in crude oil will mean shortages in dozens upon dozens of plastic products made from oil, including distillates like diesel and jet fuels.

 

Other Gulf exports like LNG, urea and ammonia (used in fertilizers), aluminum, as well as helium used in the manufacture of computer chips, will soon be in short supply. 

And a shortage of certain pigments made with petroleum distalates, along with an accompaning price hike in the available stocks, has led one Japanese (potato) chip manufacturer to print their bags in black and white [The Horror! The Horror! Ed.] 

👉ALREADY, farmers here in Canada are predicting lower crop yields later this year and next summer, due to increased cost of fertilizers, herbicides, diesel fuel, etc. Canada uses approximately 2.4-million bpd of oil, including nearly 900,000 bpd that is imported and sold primarily to eastern Canada. In an oil crunch, I guess Canada could export less to fulfill the country's needs or access the nearly limitless Alberta oil sands. Problem there is getting the oil from the west to the east coast. There are no east-west pipelines for a variety of reasons, and so Canadians should not be too sanguine about easily accessing oil diverted from exports or topping up our tanks with oil sands bitumen in a pinch. All may not go according to plan. And it's interesting to note that Canada is the only member of the G-7 countries that does not have a federally-controled strategic oil reserve, relying, instead, on the vast bitumen deposits in the west. Hmmm...

 

AIR LINES were the first headline grabbers, with an insecure supply chain for jet fuel causing the immediate cancellation of flights or the elimination of air travel routes altogether. (Who wants to buy a return flight ticket when jet fuel might be in short supply at the other end.)

IN EARLY APRIL, farmers in Ireland protested the rising costs of diesel by creating roadblocks with their tractors and other forms of peaceful demonstrations. FOLKS, THE PAIN WILL COME HERE in the next few weeks with the fuel price rise (despite the Liberal government temporarily removing the federal sales tax on gasoline). Expect scarcity of some food products and consumer goods along with price increases. 

 

👉As long as the Straits of Hormuz remains closed, things will only get worse. A note, passed from the Iranian delegation to Pakistani mediators listed five prerequisites that the Americans and Israelis must accept before negotiations over Hormuz could be discussed. These ‘givens’ to any future treaty run headlong into America’s maximal demands of "zero enrichment" of nuclear fuels and limits on Iranian missile forces; etc.. It’s hard to see where a deal can be made, especially given the abysmal track record of Trump’s negotiating team of Mutt and Jeff Kushner and Witkoff; the continued use of those two suggests to all and sundry that the Americans are not interested in genuine peace negotiations. If they were, they would not send these two unserious people to do the hard work of negotiating on behalf of the American government.

 

IT'S a knock-em, smack-em, drag-out match to see who will groan first--Trump or Iran. It's about who can withstand the pain the longest as world markets crash and economies slide into Recession, and even into that razorback-filled pit of Depression, as supply chains crack and crumble. The United States started this thing, with Zionists at home and abroad aiding and abetting, and arm-twisting the American president into yet another foolish and costly escapade in the Middle East. It's not just Epstein's ghost that haunts the sleep of President Trump, it's also the Three Ghosts of Modernity: Hubris, Indifference and Envy.

 

👉I THOUGHT I would get back in writing mode now that Trump’s gone to China and all of us can take a breather and walk through sunlit fields far from The Donald's rollercoaster ride to Hell. Perhaps the Chinese will keep him. Wouldn’t that be nice?     

 

CHEERS, JAKE. _____________________________________

 

* AS I UNDERSTAND IT, Iran’s blockade is legal because the Strait of Hormuz waters lay within its (and shared with Oman’s) maritime territorial waters. The United States is in breech of international law because it has no jurisdiction to seize Iranian ships in the Gulf of Oman’s waters. Iran’s blockade of this vital ‘choke point’ in the maritime supply chain for oil may set a precedent for other such bodies of water throughout the globe. 

 

1. Recall that the United States originally allowed Iranian oil shipments (and Russian oil which remains tariff free) to reach their destinations, thus keeping the international price of oil from climbing too quickly. They subsequently placed sanctions on any country buying Iranian oil. Perhaps the most important aspect in this whole kerfuffle is the willingness on the part of more and more buyers to purchase Iranian oil using local currencies, chiefly the Chinese Renminbi (RBM) instead of U.S. dollars, thus avoiding American scrutiny of their dollar-trade activities. Not using the USD or “petro dollar”, is a sign of the weakening hegemonic power America exerts over global financial markets, with more dominoes set to fall in the coming months and years. 

Stay tuned!