War and Peace3 Feb 2024 08:23
Morning all! This header is not about the posts on this BB, but more about the US entering heavily into the middle east with the brewing tensions and conflicts in the middle east starting to ferment into a very potent and nasty mix of anger, resentment and hatred. A big war is a step closer!
I wrote a post a week or two ago about my concerns about the fracture and division between the west and the east. A line from Russia, down through Gaza and down to the red Sea and Yemen via Syria and Iran. The UAE are flexing their muscles and there is a strong connection with China, India and Russia with a quiet link with Iran and other volatile flash point regimes in that region.
We do seem to be a step closer to WW3. I do sincerely hope not!
There is also the build up of rhetoric to the inevitable invasion of Taiwan by China. The world is changing and the old colonial and capitalist west is being put in its place, whether this be done through actual war or so called peace. The problem with the peace element is that China has been winning the economic war for the last 30 years by taking the wests greed and supplying cheaper products for greater perceived margin for the western companies, whilst taking the intellectual property into China. This is at the same time as cornering the trade routes where possible and acquiring as much of the world's natural resources in mostly Africa and South America that they can get their hands on. But their reach extends into the EU, UK and US as well. They are now the largest car producing country in the world, amongst many many other achievements.
Western companies have at last seen the dangers and they are bein more strategic and building factories and moving production back into safer regions either at home or closer to home, in proven, safer and friendly countries.
Where does this leave MATD?
Short term, I can see oil going very high in price as oil becomes restricted to the west. MATD will hopefully get their LP and the SP will rise well. I am still mindful that Mongolia is sandwiched between Russia and China, and vulnerable to trade embargoes and potential border restrictions. I can not see a British entity (MATD) attracting western interests from investment companies or as an attractive take over target due to the geopolitical risks and the location of the assets.
To me, we need a quick uplift and resolution of all matters to commence total production across all blocks. A big lift in the SP. Then an exit, before this mad world we live in fractures and heavily divides.
Globalisation as we know it is coming to an end. The world is not one place and we are not all equal due to our differing laws and values. These are changing times, but we have had an amazing run of prosperity and stability for decades.
Now is the time to get real and batton down the hatches. Let's see what happens next after the bombings in Iraq!
Do we have enough time?
Any thoughts, anyone?
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