Given the behaviour of projecting and threatening, my take is that their backsides have started to twitch at the loss of income to their warmongering budget KPIs and they talk themselves up as indispensable. The reaction to Carney’s speech will create new industries and agreements that money will flow to to create those new manufacturing hubs. I’m truly hoping that leadership in these middle countries can stay calm and not buy into the rhetoric - the payoff with dealing with such an unhinged regime is that people keep getting shafted and like us, it costs billions. They keep changing the goal posts and that’s not manageable. Also, what’s our refund from the tariffs? Has that invoice been sent yet?