Top Tweets for #DTep

It’s alarming how slow Naval Re-Armament procurement is chugging along in India, Australia, Canada, US Heavy Industry Shipbuilding is dominated by China + South Korea; and South Korea leads by far the high tech segment of LNG carriers and Icrebreakers Everyone wants “Made in India” or “Made in USA” AND high volume of Naval Ships AND low cost AND high quality Something has to give; even the US is beginning to realize that we need to consider a dual-approach: continuing to invest in rebuilding domestic shipyards, while finally capitalizing on our alliance partners South Korea + Japan, who can scale Naval Re-Armament lightning fast There’s no time, since China is already running full steam ahead Interestingly, GCC powers such as Qatar and UAE have already anticipated the next moves, as Energy Exporters are generally much smarter ans faster responding to geopolitical shifts Qatar has been placing multi-billion $ blockbuster deals with South Korean shipyards for LNG Carriers This in on top of waves of previous rounds of multi-billion dollar orders in just the past few years I think that what is happening is that the GCC is placing order holds on South Korean Shipyards, because they anticipate that very soon everyone will start to realize that South Korea is to Heavy Industry Shipbuildung (commercial + military) as Taiwan is to Semiconductors. The reckoning is coming, for US, and then perhaps #AUKUS, Canada and India Domestic Shipbuilding is an excellent ambition that will take decades; but the urgency in the Naval domain is NOW Effectively, either one or several of AUKUS, US Navy, Canada, India… will be competing for slots already rapidly booked up with hefty downpayments secured by the Qatars of the world Qatar will then have geopolitical leverage to allow certain Navies to jump the queue Yet another huge geostrategic win for Qatar on the world stage, a winning streak of sorts