Tuesday, 24 March 2026

Negotiating with Iran? Waters always muddy there

So are there any substantive negotiations taking place, as Trump avers?  Or "talks"?  Or even "talks about talks"?  Well something, probably: but there's very good reason to be genuinely confused rather than just plain disbelieving.

Here's a first-hand story.

Back in the mists of time, when dinosaurs (Saddam, Khomeini etc) roamed the earth, I was working for a US oil company.  Then, as now, there was an American embargo on selling stuff to Iran; but the Iranians needed specialised oil products that they were unable - strange though this may sound - to produce locally themselves: and somehow we had State Department approval to sell it to them.  But it had to be done very discreetly.

Negotiations commenced, in London and Hamburg, with no American staff members involved.  There were several difficult issues to resolve, so it wasn't a simple horse-trade on price; and the whole thing was quite drawn-out.  We had an OK working relationship with our Iranian opposite numbers.

Then one day another Iranian turned up unannounced at our London offices and sought a meeting: he knew all our names & telephone extensions.  We hastily convened, and he laid out on the table all the paperwork relating to the deal, announcing that we would be dealing with him from now on.  Being somewhat taken aback, we were entirely non-committal and progressed nothing beyond making a few notes.  Upon his departure we called our previous contacts, who told us to have nothing to do with this individual, and that the whole episode was "a mistake" and should be forgotten.

We could only conclude there were competing middle-men in play and that in this murky world, copies of the paperwork could be procured for a price.  The complicated deal eventually came to completion after several more weeks.

But not without another remarkable episode.  With a particularly knotty issue being thrashed out, one of our interlocutors suddenly leaned forward and said in agitated tones:  you must concede this point to me, otherwise my family will be arrested!

I have been in many a difficult & protracted negotiation, including with Russians and Chinese counterparties.  But this is not a gambit I have met, before or since.  I have to tell you that we politely ignored his personal anxieties (genuine or otherwise) and proceeded with getting to the ultimate handshake by more conventional horse-trading.

Yes, customs & practices in that part of the world are, well, a bit different (I could tell you other stories about dealing with Arab counterparties - and Russians** & Chinese, too.)  For all his vaunted "New York real-estate expertise" Steve Witless-Dummkopf doesn't look to me like the kind of person who'd be much good at figuring out what's really going on.  Heaven help us all.

ND

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** The critical trap with Russians is their readiness to fall silent in meetings for very sustained periods of time - the record in my experience was something like 45-50 minutes: a tactic designed to make the other side's nerve crack & offer just any concession they can think of to break the apparently awful deadlock.  Well, if that's all you are made of, it'll work every time.  But 'silence implies nothing' is the operative axiom.  Oh, and never get stuck with a firm homebound airline booking (which most people do, just to get out of the miserable surroundings).  They'll back you up against it every time. 

Monday, 23 March 2026

TACO Trump signals he's had enough

Such has been the volatility of events in the Gulf, commentators have had very little of substance to offer beyond the macro comments that Trump has been dancing to Netanyahu's tune, that the mullahs' regime has a lot of intrinsic resilience & indeed strength in many dimension, and that the Gulf states need to come up with a new business plan.  OK, we can all conjure up lurid worst-case scenarios.  But what does it mean for mortgages and prices at the pump?  Etc etc.  

This uncertainty manifests itself in endless commentariat hedging (e.g. HMG, BBC) but also in outright hysteria.  The very dubious Fatih Birol of the IEA has delivered himself of the view that the current situation is like the first two oil crises (1973-4 & 1979) plus 2022, all rolled up into one.  Well, no, it isn't - yet.  Like, not even remotely.  I worry when people like him have influence on world affairs (if indeed he does).

Back, then, to Trumpety-Trump.  His demeaning and very public flailing and railing over the past week clearly signals he doesn't like how things have turned out, one little bit.  (Why wasn't I told Iran wasn't like Venezuela?)  So now we know that a combination of negative market sentiment and negative MAGA sentiment marks the limits of his manic confidence.  That's a comfortably low threshold for him recognising a need to sober up.  One might have feared his personal pride, running up against the brick wall of Iranian intransigence, would result in a ratchet effect all the way up to a small nuke.  We need our leaders to have some kind of restraints.

On the downside (and speaking of small nukes), we're left with the enduring problem of Netanyahu, who might very well find himself owning the broken vase in a short while from now.  Now there's a man who doesn't sober up just because the Dow Jones slips a few points and the neighbours are banging on the walls.

On the plus, we have a lot more realistic input on the thorny issue of what air defence needs to look like in the late 2020's, coupled with a pressing need for the west's armaments industry to gear up for several years of serious production.  We might also escape the nightmare of Iran becoming a failed state, which would make the Syrian and Afghan exodus of the last decade look like a picnic outing.

What it all means for NATO / Cuba / the mid-terms / Taiwan / Russia-Ukraine / Starmer etc etc etc ... time will tell. 

Finally, it seems Trump won't be going on the planned trip to Beijing in the immediate future.  Given that in all probability he'd have been induced to give away more of the family silver to the Chinese, that's a good thing.  Let's hope he never goes there again.

ND 

Wednesday, 18 March 2026

Assisted dying

A really difficult issue this, touching on the deepest aspects of what it is to be human.  I certainly don't want to go out screaming or panicking, but I'm not at all sure that's where we are right now in most cases.  Let me explain.

I have been present at the deaths of all four of mine and Mrs D's parents.  One of them (at 88) was completely out of it already.  Of the others, all in their 90s, two positively wanted to go and the third was taciturn on the subject, but didn't seem overly fretful.  All were quite ill.

Here's the thing.  At the end, they all went "peacefully" with a legful of morphine (in case you don't know, UK "palliative care" includes having a morphine-cocktail[1] pump strapped to your thigh) - administered by a senior nursing Sister and, (since the pump is authorised by a doctor) evidently approved a few days earlier by a doctor. 

These four were in three different establishments: two hospitals and a nursing home (private, but which is qualified to administer end-of-life treatment in house[2]).  It was, quite obviously, the standard procedure, or "pathway" as everything in the NHS is termed these days.  I don't know if it's universal across the whole service.

This seems to me to be humane, and pretty satisfactory for very many circumstances.  I might even say: that's how I want to go.  It almost seems like the old system of legend, where at some point a doctor would "take a view" and quietly do whatever he did.

What would happen, though, if it all becomes formalised - two doctors, a panel, lawyers or whatever?  You might argue that formality is necessary for cases where people are not already on their deathbeds, but are Definitely Doomed under whatever are the definitions of an assisted dying law (MND and other ghastly cases); and declare that Now is the Time.  But what about the poor old person who at present can be eased out humanely at the end by Sister, as in my family's experiences, and for whom a big loop through paperwork and multiple sign-offs is not going to be remotely possible?  Will the duty doctor be obliged to refuse the morphine because it's just not allowed any more?   

I haven't listened to the Parliamentary proceedings: but does anyone in debate dare to mention the rather satisfactory (IMHO) status quo?  None of us fancy MND - but which of us wants to be deprived of the morphine at the end?

All very difficult.  What do we realistic grown-ups think?

ND 

UPDATE  I forgot to add: the morphine pump is an 'and/or' with that other traditional expedient - allowing pneumonia to set in ("the old man's friend"), which is well-nigh inevitable when the antibiotics are withheld from a very sick / old person.  I am never clear whether this badly distorts reported health statistics, if some vast proportion of deaths are attributed to pneumonia.  Do they in practice just always read past the first line of the list of 'causes' on the certificate, and focus the top one of the co-morbidities listed below?

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[1] There's more than just morphine involved: there is tranquiliser, plus choking and vomiting suppressants.

[2] Which is why one of my Aged Ps chose that particular home, having had their fill of NHS corridors.

Friday, 13 March 2026

Borthwick in ... France, this time

There's only one way for England to play in Paris this weekend - like the Barbarians.  A few beers the night before, and lots afterwards.

ND

Thursday, 12 March 2026

Trump screws up as bigly as Putin

From the outset of Putin's crassly conceived invasion of Ukraine, this blog has consistently criticised the sheer military and strategic incompetence of it.  We can hardly forbear to do the same for Trump.

The Donald's theory of victory appears to be this:

  • prolonged, well-telegraphed buildup of forces
  • decapitate[1] the leadership
  • tell Iran to install new leader acceptable to Trump
  • new leader to hand over lots of oil via some splendid "deal"
  • walk away after a couple of weeks, handsomely in profit
  • not crow too openly about having tweaked Xi's nose
  • approach the mid-term elections as the Man Who Brought The Mullahs To Heel
In short, the 'Venezuela' gambit, attempted on a country that only a complete moron would mistake for Venezuela[2].  Another lightning "deal": it's the only trick he knows.  Not a breath of strategy worthy of the name.  Not a braincell in evidence.  Tariffs all over again, with actual explosions.

We needn't dwell on how the reality is best described as Netanyahu coopting[3] the military might of the USA to make real Bibi's longstanding wet dream: it's how the whole world openly discusses it including, belatedly, 99% of the American public, which until now had been either (a) hoping Trump might somehow work out for the best (Maga Republicans) or (b) not daring to oppose Trump openly, for fear of some vaguely defined domestic retribution (Democrats plus liberal elites of all colours[4]).

If you want to lose sleep seriously this weekend, have a read of this.  Small-boat crossings on the increase?  We haven't seen a tenth of it.

ND

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[1] Well, tag along with Netanyahu's decapitation plan & pretend to be in control - read this, too.

[2] Funnily enough, the Venezuela gambit was working quite well, and Cuba was being lined up for a "quick deal" too, which could have played very nicely for the mid-terms[5].  Not any more.

[3] Did I say "coopting"?  How about "hijacking and expending"?  All Hesgeth's blather about "effectively unlimited magazine depth" was always, even a week ago, absolute nonsense.  Stocks are already being drawn down from US forces in S.Korea.  Taiwan looks increasingly like a lost cause, and S.Korea will presumably be readying its own nuclear programme.  Indeed, probably the only reason L'il Kim doesn't chance his arm right now is the recognition that DJT is capable of anything. 

[4] It was really noticeable how The US Establishment (media, judiciary, academia, NGOs, think tanks, institutes etc - even those that are essentially on the right) - initially went completely silent after November '24, and withheld much-needed criticism all through last year.  Presumably they all feared for their funding (or worse) - and rightly so in many cases.  That winter of silence has been thawing of late.

[5] The Dems had better not be complacent in their approach to the mid-terms: conventional wisdom of the "don't worry, it'll all be over soon" kind has been the downfall of many a lazy politician.  The whole of the British left thought that about Thatcher in 1981.  And we must be very cautious before assuming the US military will "refuse to obey illegal orders", as some spineless Dems have been urging.