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Showing posts from January, 2026

Why USoA is perpetually angry at ally India?

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Situation in September 2025: US Commerce Secretary Howard Lutnick lays down PRE-CONDITIONS for Trade Deal. India had to... - Abandon Russian oil - Support America - Stand by the dollar - Walk away from BRICS If disobeyed, price of disobedience: 50% tariff. India will come back to us in two months. When they do, they will have to say Sorry to President. And it is up to President what they want to do with India. Fast forward to January 2026: India signing Trade Deal with European Union. And, Scott Bessent is crying foul. This is called, FEAR OF MISSING OUT. Between September 2025 & January 2026, there were several insults. Like: "500% tariffs" by Lindsey Graham. "MARK DOWN" India for dumping rice and so on. Geo Identified Rice are premium and of better quality. People still buy it. Now, TRUMP will have to SAY SORRY. And FIRE his team. Before reading further, read the ET piece . Now, on the "Stand by the dollar" aspect mentioend by Lutnick. Currently, Ind...

Gold, Africa, UAE & Europe

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The series of defeats being handed over to UAE is all about choking Gold supply. UAE doesn't mine gold, within UAE. It gets supply from African countries. The turbulent areas, especially. Expect flares from Kigali, Kampala, Nairobi & Dar-es-Salam. Over the last 10yrs or so, UAE has been moving away from this into innovation & tech. Not just oil. Saudis are getting into this rare earth metal. Since 2000s, there's been several 'revolutions' in African countries. Look at the picture below. You can guess the countries where regimes have fallen. Move to West Africa 1. Ivory Coast (Côte d'Ivoire) ranks among West Africa's top gold producers, with output surging from 10 tonnes in 2012 to 58 tonnes in 2024 & was projected to be 62 tonnes in 2025 (confirmed data not available yet.) 2. Burkina Faso ranks as Africa's fourth-largest gold producer, with output reaching 70.43 tons through September 2025, up 58% YoY, driven by booming artisanal mining alongside...

Race to Indian Ocean Region

An extensive analysis focused on the Indian Ocean Region (IOR) conducted with the benefit of nearly four months of hindsight, allowing for a detailed examination of the events and their alignment with subsequent developments. The post explores the evolving strategic landscape of the IOR, covering all dimensions: geopolitical, military, economic and environmental. What is IOR? This region, encompassing critical maritime routes and chokepoints, is framed as a theater of intense competition among global powers, with a particular focus on India’s role, the significance of Diego Garcia, and the shifting dynamics involving the United States, China, Turkey, and regional actors like Indonesia and Sri Lanka. Race to IOR September 2025, started with a series of quick updates from August 2025 about specific IOR locations - Chennai, Vladivostok, Malacca, Sunda, Andaman & Nicobar / Diglipur. Suggesting a reconfiguration of maritime routes and strategic priorities. The Indian Navy’s emerging rol...