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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: carranza2 who wrote (198842)5/18/2023 8:36:06 PM
From: TobagoJack  Respond to of 218617
 
Re <<NYT / WAPO>> cannot, meaning must not delve into the detail of the Ukrainian strike, because doing so must bring on the topic of hypersonics, a topic we on this thread had be introduced to circa 2014

We are closing in on these below points point raised 2014, and timing tracking very true, as soon as Team USA works out what Teams Russia and China has already done so, namely, land, air, sea, and submarine launched hypersonic

Of the three powers am going to guess China and Russia shall be most democratic with spread of hypersonic by export, and that likely has much implications, for hypersonic are more useful than nuclear weapons, arguably. Of course hypersonic nuclear would be for backstop to any situation escalation

But I have yet reckoned out what would have happened had Ukraine sported nuclear weapons, and how strutted hypersonic. Two possibilities, that Russia would not have dared to invade, or Russia would have de-capitated and de-militarised Ukraine at the get-go.

As matters stand, the Ukraine war is a combination of WW1 variation, and interspersed with elements of WW2 cruise and simple ballistic missiles, proto WW3 drones, and highlighted with proto-WW3 hypersonics, thermalbaric bombs and such

In other words the conditions for peace breaking out is now high-high, which, paradoxically, might also trigger the mother of all gold bulls, making gold no longer the consolation prize but the grand slam geewhizbang prize

Re <<Hard to find news about it even though the ammo lost must have had a value in the hundreds of millions>>

must not give opening to follow-on questions



Message 29352958
To: elmatador who wrote (104299)1/26/2014 4:33:28 PMFrom: TobagoJack Read Replies (1) of 198855
all fleets of all navies shall be obsolete w/i the next and short 10-15 years
the globe-spanning anti-anything-that-moves ballistic missiles tipped w/ mach-10-hypersonic-glider assures planetary security far better than current and comparatively tepid drone this and fleet that
such defensive know-how, when coupled w/ nuclear magnetic pulse cover, shall be the end-all of great power wars because expensive capital assets, even if moving, can disappear simultaneous, everywhere w/i 45 minutes from get-go
and once such capacity is married to moon-based capability for commanding-height active-and-forward defense, games over
at 10-fen on the dollar, 10-15 years shall see dawn of universal peace, galactic tranquility, planetary harmony, and full-spectrum security



To: carranza2 who wrote (198842)5/19/2023 12:30:49 AM
From: TobagoJack  Respond to of 218617
 
Btw, heads-up, the rise of commodities age happening, and fast

The galaxy must have Spice



Just in, wasn’t watching but noted the earlier Putin - Xi breeder reactor fuel deal concluded earlier, and remembering what Zoltan Pozar noted about commodities encumbrances


Nearly time, that Africa and Arctic and Antarctic tee-ed as proxy grounds, and Europe gets rekt


In any case and I quote …



The news itself from Bloomberg is rubbish, but at least we learned that Rosatom has gained control of Kazakhstan's largest uranium deposit and one of the largest in the world:

Bloomberg finds out about resignations at Kazatomprom after Rosatom deal

The sale of a part of the Budennovskoye mine by the national atomic company Kazatomprom to the Russian nuclear energy corporation Rosatom resulted in the resignation of top managers from the Kazakh company, Bloomberg reported.

The Budennovskoye deposit in the Turkestan region is the biggest uranium deposit in Kazakhstan and one of the biggest in the world. A deal to sell a stake in it to Rosatom has been under discussion for several years, Bloomberg noted. Kazatomprom announced in its 2022 financial report that it had taken control of 49% of the mine.

Bloomberg cited sources as saying that the deal to sell the strategic deposit was promoted by Kazakhstan's sovereign wealth fund (Samruk-Kazyna) against the position of Kazatomprom's management. "The desire to complete the deal behind closed doors resulted in the loss of two chief executive officers, a chief financial officer, a chief operating officer and a chief commercial officer in less than 18 months," the agency wrote. Galymzhan Pirmatov, the company's CEO, was the first to leave in August 2021. His successor, Mazhit Sharipov, left last July, while the chief operating officer, Aslan Bulekbay, left in March. Kamila Syzdykova, Chief Financial Officer, and Askar Batyrbaev, Chief Commercial Officer, left in December.

End quote

bloomberg.com

Russia Uranium Deal Caused Manager Exodus at Kazakh Mining GiantRussia’s nuclear monopoly acquired stake in new uranium mine Kazatomprom said executives left for personal reasons
16 May 2023 at 15:48 GMT+8
The sale of a stake in a massive new uranium mine to Russia prompted an exodus of senior managers at Kazakhstan’s state-run miner.

The deal for part of the Budenovskoye mine, projected to become the world’s biggest source of the radioactive metal, to Russia’s nuclear power monopoly, Rosatom, went through at the end of last year, according to people familiar with the matter. The deal was pushed by Kazakhstan’s sovereign wealth fund against the wishes of the leadership at miner Kazatomprom, the people said, asking not to be identified discussing a sensitive matter.

A fleeting reference to the change of ownership was made in Kazatomprom’s 2022 financial overview in March and its annual report in April, though Rosatom wasn’t identified as the buyer.

Through its wealth fund, the Kazakh government holds 75% of Kazatomprom, which trades on the London Stock Exchange. The pressure to complete the deal behind closed doors prompted the loss of two CEOs, a CFO, a chief operating officer and a chief commercial officer in less than 18 months as they worried the lack of disclosure risked breaching their legal duties as company officials, the people said.

Russia accounts for half the world’s uranium enrichment capacity, supplying fuel to nuclear reactors around the world, but relies on imports of Kazakh ore to supply its plants. Gaining a stake in Budenovskoye, which is expected to account for more than 10% of global output within three years, will help give Rosatomsecurity of supply.

The deal had apparently been discussed for several years. At the end of last year, under instruction from the sovereign wealth fund, Kazatomprom didn’t recommend the exercise of the state’s right of first refusal on a 49% stake in the venture developing blocks 6 and 7 at Budenovskoye, the people said. That allowed Rosatom to step in and pursue the deal to buy the stake, they said.

The deal comes against the background of an increasingly nuanced relationship between Kazakhstan and Russia. Although President Kassym-Jomart Tokayev relied on Russian troops to help crack down on civil unrest in January last year, since the invasion of Ukraine the Kazakh leader has been more equivocal in his relationship with Vladimir Putin’s regime and sought to maintain relations with the US and Europe.

The departures from Kazatomprom started in August 2021 with Chief Executive Officer Galymzhan Pirmatov, who had led the company to list shares in London three years earlier. His successor, Mazhit Sharipov, left in July last year and Chief Operating Officer Aslan Bulekbay had left in March. Chief Financial Officer Kamila Syzdykova and Chief Commercial Officer Askar Batyrbayev left in December.

Pirmatov is now the governor of the Kazakh central bank. The bank’s press office said he resigned from the board at his own request to pursue other opportunities.

Batyrbayev and Syzdykova declined to comment, referring to Kazatomprom’s earlier statements. The other executives didn’t respond to requests for comment either directly or through Kazatomprom.

Kazatomprom said in regulatory filings that all the executives left for personal reasons, but their exits were sparked by concern that the deal with Russia wasn’t properly disclosed, breaching their fiduciary duties, the people said. The company didn’t respond to requests for comment for this story.

The Kazakh Energy Ministry declined to comment, referring questions to the wealth fund Samruk-Kazyna. The fund’s press office referred inquiries to Kazatomprom. Rosatom didn’t respond to a request for comment.

— With assistance by Will Kennedy