The horizon is not so far as we can see, but as far as we can imagine

Category: Russia and Eastern Europe Page 9 of 19

The Possible Dire Consequences of NATO & Ukrainian Escalation

So, UK foreign secretary Trus has said that the war in Ukraine must continue until Russia is forced out of Ukraine entirely, including Crimea.

Meanwhile, the UK is shipping weapons to Ukraine that are capable of striking Russian cities.

As a moral matter, of course, the Ukraine has the right to strike Russia, same as so many countries have the right to assassinate American leaders and bomb American weddings in which “high value targets” might be involved.

But let’s consider the state of the war. Putin calls it a special military operation. Reserves have not been called up, and a great deal of care is being taken in the use of force. Unlike in Iraq, Russia has not taken out power, sewage, water systems, most roads, or rail. It has not unleashed level bombers for massive bombing of Ukrainian cities.

Russia has also not called up its reserves. Putin appears to think that would be unpopular. Russia has millions of men in its reserves. It could call up two million men and not exhaust them. They’re not the best troops, but they would swamp Ukraine.

Now, if Ukraine hits Russian cities, however fair that is, what will happen to Russian public and elite opinion? Imagine Iraq somehow managed to hit New York and cause real damage in the 2000s (if you want a scenario: perhaps they could have smuggled bombs into the harbor on cargo ships).

How would Americans have reacted?

That’s how Russians will react. Add in some atrocity propaganda (and there are plenty of videos of Ukrainian soldiers doing horrible things, they aren’t saints) and Putin will easily have all the backing he needs to go to total non-nuclear war. In fact, even if he doesn’t want to escalate, it would be difficult to avoid.

This would mean, as a start, bombing every road and rail crossing leaving the Ukraine that Russia or Belarus doesn’t control, so more weapons can’t get into Ukraine. It would likely mean removing all power and water from western Ukrainian cities and forcing most of the remaining population in those areas to flee: 20+ million people. And it would mean taking major cities, which Russia will have the manpower to do.

Further, the idea that any Russian government would ever give up Crimea is insanity (that Russia would fight a war to keep Sevastopol is why I was able, in 2008, to predict the next war would be over Crimea).

https://twitter.com/simulacrax/status/1519361548313055235

This idea that NATO has that it can safely fight Russia to the last Ukrainian, without any chance of war-spillover is insane. Likewise, China CANNOT afford to let Russia be broken up. If it is, then China can almost trivially be blockaded and forced into subjugation. They need Russian oil, gas, coal, minerals, and food and without them they cannot survive a confrontation with the West. It is literally impossible.

What China sees is that the US wants to fight wars where they aren’t at risk. If there’s a war in Asia against China, without using nukes, China has little ability to hit the US mainland, while the US can hit China. Yes, Taiwan, South Korea, and Japan (if they’re stupid enough to join in) get devastated, but the US laughs as the damage is done overseas.

https://twitter.com/NiMingda_GG/status/1518654812077932545

I strongly suspect the Chinese now see this as the US plan for them. The US has stated it wants to place hypersonic missiles in the first island chain off China, which includes Taiwan, the same sort of movement of weapons which contributed to Russia’s demands before the Ukraine war (the US is a year or two from hypersonic, but the placement of other missiles and ABM close to Russia has been protested by Russia for years), and recently there has even been talk of putting US troops in Taiwan as a trip wire similar to the one in South Korea.

This means China needs a conventional deterrent; they need missiles that can hit the continental US, and they need to increase their navy to the point where it can fight the US navy in international waters and win. Remember that China’s ship-building capacity is VASTLY larger than that of the US.

The US and UK, both of whom think that Russia and China can’t hurt them, are pushing this war in ways that are very dangerous. This is a bet, in fact, that Russia and Putin are entirely “rational”, despite the rhetoric and won’t risk escalation. But Putin is reputed to have spent hours watching the video of Gaddafi being sodomized by a bayonet before being killed, and the CCP knows that “regime change” is what the US wants for China.

Regime change in China will leave a lot of CCP members, and especially leaders, dead.

This is an existential issue for China and Russia. If they lose to America, their leaders are overthrown. Russia will be dismembered (this is what multiple NATO leaders have said they want), and China will be relegated to permanent 2nd tier status at best. Many of the leaders will die, and many of those will die ugly.

This is understandable for the US. They have a wasting asset: China, given enough time, will inevitably have a larger military, since it has the larger economy, and they are catching up in technology. The US Navy has been shrinking for decades and the US has lost the ability to build ships: they have had to cancel recent designs because on testing, they suck. The US’s ability to build planes is also in doubt: the F-35 was a massive mess and is far too expensive.

Since the US also judges that any escalation short of nuclear won’t hit them, except economically, and will hurt their enemies and their satrapies worse (making Europe weaker economically and stronger militarily is a win for the US), they have a great deal of incentive to escalate as much as possible, and just make sure it doesn’t go nuclear.

This isn’t in anyone else’s interest, but Europe is consumed with fear of Russia, and Western European leaders have accepted the narrative of Eastern Europe and the USA about Russia as a completely rogue power which must be destroyed, because it can never be trusted.

Meanwhile, the US’s ability to control foreign countries outside of Europe is dropping fast. Three of the four Gulf States (creations of the UK and kept in existence by the US) refused to side with NATO in the UN. Saudi Arabia has basically told the US to fuck itself. The Solomon Islands signed a military pact with China which spawned threats from Australia and the US of military action if a base is built because apparently the right to make military alliances and do what you want in your own territory is available only to would be American allies.

India has not gone along with sanctions and Malaysia is wavering.

US hegemony is breaking. Western hegemony is breaking. As alarmed and scared as Chinese and Russian elites are, American and Western elites are furious: absolutely livid that anyone dare challenge them, or that the days of their hegemony may soon be over. Right now, calculating that the costs of wars to stay in charge will not primarily be born by them, they are willing to escalate recklessly.

Since passions are up, I note that this is not a moral analysis about who is good or bad. There was certainly moral justification for going to war against the USSR at various points, but we didn’t and we avoided escalating beyond certain levels because we knew that war with them was unthinkable.

War with Russia is still unthinkable. War with China is abominable.

Our time is done. We sold our patrimony to the Chinese from the 90s thru the 10s, so that our elites could break our working class and get richer than if they had to pay 1st world wages and costs. That’s the truth. Our elites thought they were international elites, not national elites, and they were wrong. The Chinese knew they were a national elite, and, in effect, bribed our elites to give away the most important sources of their real power: having the largest industry, and having a huge tech lead.

Our elites gave it all away, for a few trillion dollars, and China paid happily. Our elites now see that their only chance to retain power is to use the waning asset of military supremacy. First they need to take out Russia, then they can choke China out.

This is an incredibly dangerous thing to do. Even if it doesn’t blow into nuclear war, it can easily blow into hot war. American allies in Asia, I would suggest, would be well advised to decouple militarily. This especially goes for Japan: build your own nukes and conventional deterrent and sit this one out. China can’t reach the US mainland yet, but it can reach you.

On top of all of this extraordinarily dangerous nonsense is the opportunity cost: we should be spending trillions on preparing for climate change and ecological collapse, not playing war games. NATO and Russia, over the last 10 years should have been disarming near mutual borders, not rushing troops, missiles and planes to the borders.

We are acting insane, chimpanzees trying to maintain dominance, locally or globally. And we are going to pay for it, even if we avoid nuclear war, with hundreds of millions, probably billions, of unnecessary deaths.

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Poland Refuses To Pay For Russian Gas In Rubles, Russia Cuts Them Off

Well, well.

But, so far it looks like Germany will just buy extra (paying in rubles) and ship it to Poland. Me, if I were Putin, I’d refuse to sell Germany more than its usual amount (what is contracted for) and see how long it takes Poland to break. Granted it’s not winter, but so far as I can see Europe can’t switch off Russian natural gas in less than about two years, though perhaps a few countries could (and pay more, since the Russians sell for less than anyone else will.) Natural gas prices (as of this writing) are up about 10% on the news, though it doesn’t mean much.

I remain convinced that sanctions will do far more harm to Europe than to Russia.

Meanwhile, Malaysia has said they will sell Russia semiconductors. They aren’t as good as Taiwanese ones, but they’ll be good enough for now, and China is crashing semiconductor tech anyway, for its own reasons. In a decade, the West and its allies won’t have much of a gap in semis compared to the rest of the world, if any.

Update: seems the news Malaysia would sell semis is probably not correct.

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The Bottom Line On Ukraine As An Example Of Decision Analysis

I could write a lot of words on this, but let’s keep it simple.

First: Russia keeps taking land.

Second: Putin has far more reserves he can commit than Ukraine does.

Third: this means that the decision about whether to win or lose is Putin’s.

Which do you think he’ll choose.

Oh, there’s considerations around acceptable costs and a possible guerilla war later, but this it the essence of the invasion.

This is a fairly basic but important style of analysis. Ask yourself:

1) Who makes the decision?

2) Do they have sufficient resources and power to enforce their decision?

3) What do they think the right thing to do is? (This isn’t always about self interest, though it often is.)

4) What decision are they likely to make?

You can add bits to this, like “does anyone have a veto?” but this is the essence of it.

This is why I have said for years that nothing would be done about climate change till too late, because the people who have the power to make the decision don’t think it affects them, and do think that the status quo is good for them, so they aren’t going to do anything.

Most reasonably reliable analysis comes down to simple heuristics like this one. Complicated heuristics for social decision making rarely work.

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Is Putin Conducting a “Stalinist” Purge of Russia’s Intelligence Service?

I find this story says more about the West than it does about Russia:

A “Stalinist” mass purge of Russian secret intelligence is under way after more than 100 agents were removed from their jobs and the head of the department responsible for Ukraine was sent to prison.

In a sign of President Putin’s fury over the failures of the invasion, about 150 Federal Security Bureau (FSB) officers have been dismissed, including some who have been arrested.

All of those ousted were employees of the Fifth Service. This a division was created in 1998, when Putin was director of the FSB. It’s purpose was to carry out operations in former Soviet Union countries with the single aim of keeping them within Russia’s orbit.

Now, when Stalin purged the secret police, the party, or military, he purged based on perceived loyalty — as well as to get rid of people who were too popular or powerful, and whom he thus regarded as a threat. It’s generally conceded that Stalin’s military leadership purges were part of why the Red Army was, at first, defeated badly by the Wehrmacht.

Does this describe what Putin is doing?

It’s possible, of course, that these officers tried to tell Putin the truth about Ukrainian ability to resist, and Putin wouldn’t listen. But isn’t it also reasonable to think that, if Russia had expected significantly less resistance from Ukraine’s military than what they actually encountered, it is because that’s what the intelligence service told Putin and the military command? So couldn’t this be Putin getting rid of those secret agents who screwed up, and is, therefore, appropriate? And given that thousands of Russian soldiers have died, in large part due to faulty intelligence, and Russia’s position in the world has been damaged, is it not appropriate for the head of the responsible division to go to prison? (Though, he’s been officially accused of corruption, not incompetence.)

Who was fired because of incompetence in Iraq or Afghanistan? What intelligence agents or generals were let go because they made predictions which did not come true? Would the US be better off if those who kept saying that victory in Afghanistan was just around the corner had been fired or even court-martialed?

The West has such a culture of impunity for elite incompetence that elites think that whenever elites are fired or punished for anything it’s “Stalinist.”

Likewise, during the war, we’ve had reports of a number of Russian general dying in combat. Western commenters were aghast, but shouldn’t generals be close enough to the front lines to be in some danger? Isn’t that, actually, good leadership practice?

Russia has serious problems with how it is run; if Russia doesn’t fix its corruption and demographic issues, I think it will fall out of the “Great Power” category in time. But I also posit that Putin holding important people to account for their failures is a positive sign, not a negative one.

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Putin’s Goals, A Map, For Discussion

I didn’t make this map and it isn’t based on what I think. I put it up because reader GrimJim sent it to me and I think it’s well done and a good place to start a conversation.

Putin's Goals by GrimJim

Reorienting About How Well Russia Is Doing In Ukraine

It’s consensus in the West now that Russia’s military sucks.

Does it?

As Scott Ritter pointed out and as I find it shocking that almost no one else pointed out, Russia invaded with a lot less men than Ukraine has. Regular forces, plus reserves, plus border guards, plus miscellaneous other groups, Ukraine had about 600K. With allies from the Republics, Russia had about 190K.

Russia has air superiority, but not air supremacy over Ukraine, but the bottom line is that they invaded with about a 1/3 ground force disadvantage.

When you look at it that way, the narrative that NATO trained troops are so much better than Russian ones starts looking questionable. Say what you will about the Russians, they have pushed the Ukrainians back and I very much doubt the Western casualty figures are accurate. Perhaps Russian troops are actually superior to NATO ones. It’s certainly at least as viable as a narrative.

There are two important things to note here:

First, the number of troops supports the Russia claim that they never have intended to conquer and occupy the entire country, because even if they thought Ukrainian morale was weak, in no way is a 1/3 outnumbered ground force sufficient to do so.

Second, Ukrainian forces in the east are not getting significant resupply. All roads aren’t held by the Russians, but because of Russian air superiority they are closed to significant supply convoys. As I understand it, Ukrainian forces in the East are down to about 9 days of supply.

If Russia keeps them out of resupply, and keeps them unable to move (fleeing down those roads means Russia’s air force gets a turkey-shoot) then when they run out of supply, they’ll collapse and be captured or killed en-masse.

I don’t know if this the correct picture of the war, I’m not a military analyst and it’s not an area of significant interest to me.

But let’s say this assessment is correct. The entire narrative we’ve been fed about the war will turn out to be false, and will be proven false in a way which cannot be denied.

We’ll know soon enough. It’s hard to be sure. Ukraine is effectively refusing to negotiate, so they think they still stand a chance and they may know something we don’t.

I’ll place one market in the ground, though: if a claim is made that Russia used chemical weapons I will not believe it without incontrovertible evidence. They have no reason to do so. If they want to increase their military force, they can do so easily enough with conventional weapons. Despite rhetoric they haven’t been using strategies like level bombing; they’ve only used a few of their most dangerous missiles and so on. They can ramp up force with causing the sort of backlash chemical weapons will cause. So if there’s a claim, I will suspect it is false flag.

Cui Bono

Finally, as I have stated many times before, the analysis has nothing to do with any preferences of mine about who should win. I want the war over and civilians safe, and I was a critic of Putin back when liberals thought he was their man in Moscow.

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March of De-Dollarization: Russia Selling In Rubles

So, as many readers will have heard, Russia has said it will only accept rubles in exchange for its exports to “hostile nations” — which is to say, those nations who have sanctioned it over Ukraine.

The main thing to understand is that the West froze hundreds of billions of dollars of Russian reserves on account in the West. They sold us stuff for Euros and dollars and we will now not let them use those dollars or Euros. Sanctions mean that even the dollars and euros they have cannot buy many, perhaps most things, in most Western countries and Japan.

So selling us anything in dollars and euros doesn’t make much sense: they can’t use them without exchanging them for other currencies, and our sanctions make that difficult, since they’re closed out from our banking system.

Thus, rubles. An additional advantage of this is that it increases the value of the ruble, which had collapsed under sanctions.

In order to buy Russian oil and gas, Europeans will have to get rubles. Russians are unlikely to want a lot of euros or dollars because they’re almost impossible to spend, so Europe will probably have to buy Yuan and Rupees, then trade those currencies for Rubles. Paying with gold isn’t really practical, because it would have to be physically shipped to Russia or on account with a country they trust (China, India, a few others). Obviously gold in Western banks is not safe.

Russia’s main exports are oil, gas, wheat and minerals. There are usually other sources, but without Russia there aren’t enough to satisfy world demand. Sanctions on Russia, because they are such a big wheat exporter, may wind up killing a few million people in the global South, more than will be killed in the war.

From the point of view of the West, this is a continuation of de-dollarization. If Saudi Arabia also sells oil to China in Yuan, it will be a big deal. Prices are still set in dollars, but I expect that may end fairly soon.

Payment systems are being set up, and the world will split into two different trade areas. China wants another five to ten years before the big (inevitable) split with the West, they may or may not get it, but if they have any sense they won’t allow Russia to be choked out. They certainly aren’t going to cooperate with US sanctions, and that means they need to cleanly separate their financial system from ours, so that funds can’t be seized in transit, executives can’t be locked up and so on.

The Russians didn’t expect this, they were taken by surprise. Probably because, in fact, it’s a weapon that can only be used against a country like Russia (as opposed to Venezuela or Iran or Afghanistan), once. No one outside the West can now trust the West’s system, and everyone with sense will want their reserves kept elsewhere.

This is mostly a good thing, the West has terribly abused its currency primary to hurt other nations, even before the abuse of sanctions which largely accelerated under Clinton. Control of dollars was part of the arsenal used to keep the South poor and the US in control. China was able to get around this because of American greed and stupidity, and now that it has, it has a veto. Since Russia being taken out will lead it to be surrounded by enemies, it is going to use that veto. Again, Russia cannot be choked out by financial and economic sanctions if China does not permit.

I have been writing about this for almost 20 years now, it was clear it would happen eventually but exactly when and how were unclear. For a few years I’ve been saying we were moving to a Cold War world, and we are.

The difference is that unlike in 1950 or 2000, the West is not clearly stronger than the coalition against it. The USSR was always weaker economically, and though for much of the 50s and 60s they had higher growth (something forgotten today), in retrospect and for some of the smarter people at the time, the outcome was never in doubt, it just needed to be managed so it didn’t turn into World War 3.

This time the outcome is in doubt, and I think the smart money would bet slightly against the West, maybe 3/2. The wild card is climate change, which will hit China very hard, but could also do great damage to Europe and America.

Putin was foolish to get into this situation, reserves should have been withdrawn, but this is a smart move. It’s also going to hurt Europe a lot and damage German industry, whose costs will skyrocket (I have little sympathy, given that Germany has used the Euro to basically de-industrialize most of the rest of the EU.)

The post-American hegemony world isn’t quite here, but it’s being born. Welcome to the Age of War and Revolution and the Twilight of the Neoliberalism.

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Clarity on Putin’s Aims

This video which I first saw at Naked Capitalism, is the best explainer of what Putin is probably trying to do, why and whether he’s achieving his goals.

I don’t endorse all of it, but it’s worth watching.

The first 10 minutes alone, if you aren’t inclined to more.

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