Coming Food Shortages? Doubt It.

March 21st, 2022

There are a lot of posts on Twitter postulating a food shortage due to the Russo-Ukranian War. The reasoning goes that, on top of existing supply chain disruptions, Russia and Ukraine were big wheat exporters, and Russia is the world’s biggest fertilizer exporter.

Those are concerns, and I think there’s a real good chance of food shortages…in Russia. That’s the sort of thing that happens when you unplug yourself from the world economy. And Europe might have some disruption, given that they’re net food importers.

But I doubt we’re going to have that problem in the U.S. of A. First, our supply chain problems were started easing when vaccine mandates started getting lifted due to the dread midterm variant. Second, America makes lot of fertilizer ourselves, and Russia isn’t the exclusive source of nitrogen, phosphorus or potassium. (Though a Canadian rail strike might impact the last.) Third, capitalism has a great way of supplying substitute goods if left to its own devices.

More analysis along those lines.

On February 14, the average price of the four commodities was 15.1c per 1000 calories. By March 8, it had risen to 17.4c, an increase of 15.2%. Using the Roberts and Schlenker factor of 7, this implies a 2.2% decrease in available supply of calories. Removing 55 million metric tons of wheat and 30 million metric tons of corn entails a 2.7% reduction in available supply of calories from the big four commodities. (Here’s an Excel file containing these computations.)

So, it seems the markets are banking the world losing about three quarters of Ukrainian and Russian grain exports (2.2/2.7). Given the large increase in winter wheat prices relative to the other commodities, most of the loss is from wheat.

Traders expect this shock to last only a year. Winter wheat futures prices for delivery after July 2023 barely increased after the invasion. The same is true for corn. The spring wheat market was already tight because of last year’s drought and traders expect it to remain tight beyond 2023.

How common are market shocks of this magnitude? Russian and Ukrainian wheat exports were 7.3% of global production in 2020. Wheat production declined 6.3% in 2010, in part due to a drought that reduce Russian production by 20 million metric tons. Similarly large declines also occurred in 1991, 1994, 2003, and 2018.

From the analysis above, the observed price increases are consistent with a 2.2% decrease in available supply of calories from corn, rice, soybeans, and wheat. Similar declines occurred in 2018, in part due to drought in Argentina and lower wheat acreage in Russia, and in 2012, in part due to drought in the US.

The increase in wheat prices will not cause massive increases in the price of American bread. Most of the price of food is determined by the cost of processing, packaging and marketing. The USDA estimates that farm gate sales of food commodities made up 14% of the retail value of food in 2019. If farm prices increase by 50%, then we would expect food in the grocery store to increase by 7%.

(Hat tip: Scott Adams.)

As long as the Biden Administration doesn’t do something criminally stupid (like imposing wage and price controls to fight inflation, or a mandate that 50% of truck drivers be women), the American economy should adapt to prevent any significant food shortages due to the Russo-Ukrainian War.

Of course, government has no shortage of other ways to wreck the economy and make food scarce, and hyperinflation is one of the best…

Russo-Ukrainian War Update for March 20, 2022

March 20th, 2022

Some significant changes since the last update, mainly that Russian forces have finally taken Mariupol, allowing Russian forces in the east to linkup through Donetsk. But elsewhere a slow, grinding stalemate seems to prevail.

Here’s the Livemap snapshot:

  • Here’s The Institute for the Study of War assessment:

    Ukrainian forces have defeated the initial Russian campaign of this war. That campaign aimed to conduct airborne and mechanized operations to seize Kyiv, Kharkiv, Odesa, and other major Ukrainian cities to force a change of government in Ukraine. That campaign has culminated. Russian forces continue to make limited advances in some parts of the theater but are very unlikely to be able to seize their objectives in this way. The doctrinally sound Russian response to this situation would be to end this campaign, accept a possibly lengthy operational pause, develop the plan for a new campaign, build up resources for that new campaign, and launch it when the resources and other conditions are ready. The Russian military has not yet adopted this approach. It is instead continuing to feed small collections of reinforcements into an ongoing effort to keep the current campaign alive. We assess that that effort will fail.

    The ultimate fall of Mariupol is increasingly unlikely to free up enough Russian combat power to change the outcome of the initial campaign dramatically. Russian forces concentrated considerable combat power around Mariupol drawn from the 8th Combined Arms Army to the east and from the group of Russian forces in Crimea to the west. Had the Russians taken Mariupol quickly or with relatively few losses they would likely have been able to move enough combat power west toward Zaporizhiya and Dnipro to threaten those cities. The protracted siege of Mariupol is seriously weakening Russian forces on that axis, however. The confirmed death of the commander of the Russian 150th Motorized Rifle Division likely indicates the scale of the damage Ukrainian defenders are inflicting on those formations. The block-by-block fighting in Mariupol itself is costing the Russian military time, initiative, and combat power. If and when Mariupol ultimately falls the Russian forces now besieging it may not be strong enough to change the course of the campaign dramatically by attacking to the west.

    Russian forces in the south appear to be focusing on a drive toward Kryvyi Rih, presumably to isolate and then take Zaporizhiya and Dnipro from the west but are unlikely to secure any of those cities in the coming weeks if at all. Kryvyi Rih is a city of more than 600,000 and heavily fortified according to the head of its military administration. Zaporizhiya and Dnipro are also large. The Russian military has been struggling to take Mariupol, smaller than any of them, since the start of the war with more combat power than it is currently pushing toward Kryvyi Rih. The Russian advance on that axis is thus likely to bog down as all other Russian advances on major cities have done.

    The Russian military continues to commit small groups of reinforcements to localized fighting rather than concentrating them to launch new large-scale operations. Russia continues to commit units drawn from its naval infantry from all fleets, likely because those units are relatively more combat-ready than rank-and-file Russian regiments and brigades. The naval infantry belonging to the Black Sea Fleet is likely the largest single pool of ready reserve forces the Russian military has not yet committed. Much of that naval infantry has likely been embarked on amphibious landing ships off the Odesa coast since early in the war, presumably ready to land near Odesa as soon as Russian forces from Crimea secured a reliable ground line of communication (GLOC) from Crimea to Odesa. The likelihood that Russian forces from Crimea will establish such a GLOC in the near future is becoming remote, however, and the Russian military has apparently begun using elements of the Black Sea Fleet naval infantry to reinforce efforts to take Mariupol.

    The culmination of the initial Russian campaign is creating conditions of stalemate throughout most of Ukraine. Russian forces are digging in around the periphery of Kyiv and elsewhere, attempting to consolidate political control over areas they currently occupy, resupplying and attempting to reinforce units in static positions, and generally beginning to set conditions to hold in approximately their current forward positions for an indefinite time. Maxar imagery of Russian forces digging trenches and revetments in Kyiv Oblast over the past several days supports this assessment.[1] Comments by Duma members about forcing Ukraine to surrender by exhaustion in May could reflect a revised Russian approach to ending this conflict on terms favorable to Moscow.

    Stalemate will likely be very violent and bloody, especially if it protracts.

    (Hat tip: Chuck Devore.)

  • What the invasion revealed about the Russian military:

    Lots of problems, including a reiteration of the inability of the Russian air force to conduct combined arms operations, especially given their limited flight training (8 hours a month).

  • Speaking of limitations:

    Lots of tweets wonder aloud why there have been no confirmed T-14 Armata sightings in theater in Ukraine. We’ll know Russia is really desperate if they start hauling T-64s out of mothballs and into service. (Ukraine actually has a lot of modernized T-64 Bulats, as the original T-64 factory is there.)

  • “We Have Questions About Russia’s Claimed Kinzhal Hypersonic Missile Use In Ukraine.” “In the end, not everything adds up here. That’s just the reality. It is just as possible we are seeing a standard Iskander-M attack in the video as one by Kinzhal.” Russia had produced an awful lot of vaporware when it comes to wonderwaffen, and it wouldn’t surprise me to see their hypersonic missile fall into this category.

    And since we’re talking hypersonic and eastern Europe:

  • Poland is blocking trucks into Belarus.
  • Britain has sent more than 4,200 NLAW anti-tank weapons to Ukraine.
  • Ukrainian civilian drone enthusiasts are carrying out realtime coordinated reconnaissance on Russian troops:

  • News from St. Petersburg:

  • Why Russia’s Economy Sucks

    March 19th, 2022

    Will the international community’s sanctions succeed in bringing Russia to heel? Completely cutting them off from the world banking system has the potential to do a lot more damage to Russian oligarchs than previously, but it’s important to remember that the Russian economy was already sucking.

    Some takeaways:

  • Russia’s transition to a market economy was badly bungled, with state enterprises being sold off to those well-connected oligarchs rather than people that could actually grow and modernize industry.
  • Foreign firms were largely excluded from the privatization process.
  • Lots of oligarchs took a look at the sad state of the Russian economy in the 1990s, and decided it was safer to park their money outside the country (hence all those Russians buying houses in London).
  • Russia still managed a lot of economic growth in the early 21st century, and was helped by rising oil prices.
  • By contrast, Russian banks were still so primitive that they weren’t hurt by the subprime meltdown of 2008, since they weren’t exposed to subprime mortgage bundles or derivatives. But they were hurt quite a bit by the subsequent decline in oil.
  • Limited economic sanctions following the invasion of Crimea did very little, because Russia was prepared for it with considerable foreign currency reserves, and most sanctions were quickly rolled back.
  • “Russia has never been a real democracy.”
  • Per capita GDP has dropped from $16,000 in 2013 to just over $10,000 today.
  • “Corruption, mismanagement and warmongering are rarely a recipe for success.” The Russian shrunk over the past decade.
  • LinkSwarm for March 18, 2022

    March 18th, 2022

    Hunter Biden’s laptop takes another turn in the news cycle, Democrat-connected sex offenders are popping up everywhere, a killer camel, and the return of Florida Man. It’s the Friday LinkSwarm!

    And virtual no Russo-Ukrainian War news, since I did that yesterday.
    

  • Are you ready for an absolutely shocking development? The New York Times finally admits that the Hunter Biden laptop story is real.

    I would say that everyone outside of the Democratic Media Complex knew that two years ago, but of course, more than half the Democratic Media Complex knew that as well and simply lied about it to get Biden elected.


    

  • “Lawyer For Mother Of Hunter Biden’s Daughter Says He Expects President’s Son To Be Indicted.”
  • US-Mexico Border Town Transformed Into Warzone After Drug Cartel Leader’s Arrest.”

    The Mexican border city of Nuevo Laredo has been transformed into a warzone after the arrest of a top cartel boss. Burning vehicles littered the streets, and heavy gunfighting was reported causing the U.S. consulate to go on lockdown and the U.S. border crossing to be temporarily shut down on Monday.

    The chaos erupted late Sunday when Juan Gerardo Trevino, or “El Huevo,” the leader of one faction of the Northeast Cartel, the successor group to the Zetas Cartel, was arrested. He is also a U.S. citizen, a Mexican government official told Reuters. Trevino is on the U.S. Customs and Border Protection’s (CBP) list of most wanted cartel members.

    Trevino faces a U.S. extradition order for drug trafficking and money laundering.

    In response to the arrest, cartel members hijacked and burned vehicles and attacked law enforcement and military personnel.

    “During the night of Sunday, there were shootings, burning of trucks, and a grenade attack on the U.S. consulate,” Mexican newspaper El Occidental said.

    On Monday, Nuevo Laredo Mayor Carmen Lilia Canturosas warned citizens in the border town to take cover.

  • The woke want to destroy science. “The giant plan to track diversity in research journals. Efforts to chart and reduce bias in scholarly publishing will ask authors, reviewers and editors to disclose their race or ethnicity.” Translation: Science is not sufficiently biased in favor of our political goals.
  • No, Democrats don’t get to pretend they weren’t in favor of defunding the police.

    According to the latest Winston Group poll, voters still believe Democrats want to defund the police by a 48%-34% margin.

    “In terms of what is the position of the Democratic Party, voters tend to believe that Democrats want to defund the police, ” pollsters David Winston and Myra Miller explain. “Among groups outside the Democratic Party, Hispanics believe this is what Democrats want (49%-32%), as do suburban voters (45%-36%). Independents believe this slightly at 41%-33%, but especially conservative independents (61%-20%).”

    Despite the efforts to distance themselves from the movement, some in the Democratic Party still openly support defunding the police, which means that the public will continue to believe Democrats still embrace the radical Black Lives Matter. movement, not police.

  • Federal Reserve raises interest rates .25%, bringing it to .5%. Remember, in order to kill the last bout of inflation, Paul Volker hiked rates up to 20%. There’s a lot more pain ahead…and given the huge amount of quantitative easing centrals banks have done, and the extensive budget deficits most of the governments in the developed world are running, 20% may not be enough.
  • Speaking of the fed: “Biden Fed pick Raskin withdraws nomination in face of opposition from Manchin.” Good. There’s nothing about “fighting climate change” in the Fed charter. (Hat tip: Director Blue.)
  • Researcher Kyle Becker produced in-depth, acclaimed portrait of just how much money Anthony Fauci was making. Result: Forbes fired him. (Hat tip: 357 Magnum.)
  • Riots in Corsica, which wants to be independent of France.
  • Former Clinton pollster confirms that Democrats are out-of-touch.

    The electorate is increasingly pessimistic about the direction in which President Biden and Democrats are steering the country and feel that the party’s priorities do not align with their own.”

    What’s the solution?

    The pollsters advise that if Democrats want to have “a fighting chance in the midterms – as well as a shot at holding on to the presidency in 2024,” that they need to embark on a “broader course correction back to the center,” and show voters that they are focused on solving quality-of-life issues.

    In short, Democrats need to reject their progressive wing and its embrace of big government spending and identity politics.

    Indeed, a majority of voters (54 percent) — including 56 percent of independents — explicitly say that they want Biden and Democrats to move closer to the center and embrace more moderate policies versus embracing more liberal policies (18 percent) or staying where they are politically (13 percent).

    Most voters (61 percent) also agree that Biden and Democrats are “out of touch with hardworking Americans” and “have been so focused on catering to the far-left wing of the party that they’re ignoring Americans’ day to day concerns” such as “rising prices” and “combatting violent crime.” -The Hill

    The top issue for voters is inflation – which sits at its highest level in 40 years – according to 51% of respondents, followed by the economy and job creation (32%). Yet, just 16% of voters believe the economy is Biden’s main focus, and trust Republicans over Democrats to manage it (47% vs. 41%) and control inflation (48% vs. 36%).

    Voters also see Biden and Democrats as weak on crime (56%) – perhaps due to four years of Democrats pushing ‘defund the police’ under Trump, while our sitting Vice President raised bail money for BLM rioters.

  • New York City’s government issues yet another “Fuck You” to residents, extending vaccine and mask mandates.
  • San Antonio school caught introducing segregation.
  • Disney employees busted in child trafficking sting just days after corporation opposed anti-grooming law.”
  • Speaking of groomers: “Clinton-Connected Haiti Pastor Indicted For Child Sexual Abuse & Assault…The United States is charging pastor Corrigan Clay with child sex abuse after “engaging in illicit sexual conduct” with a Haitian orphan he adopted…Corrigan is the co-founder of the non-profit charity “Apparent Project”, which is a Clinton-connected group selling jewelry, clothing and art made by Haitian orphans.”
  • Speaking of Democrats being soft on sex offenders, Missouri Republican Senator Josh Hawley uncovers why Biden Supreme Court nominee Judge Ketanji Brown Jackson deserves to be rejected:

  • Hungary Sees 5.5 Per Cent Birthrate Increase After Enacting Pro-Family Policies.”
  • Mississippi bans Critical race Theory in publicly funded classrooms.
  • San Francisco is now boycotting most of the United States.

  • Taxes in California are now so high that Ozzy and Sharon Osbourne are moving back to the UK. (Hat tip: TPPF’s The Cannon.)
  • Things that make you go “Hmmm”: With Chinese Commodity Tycoon Bailed Out, LME Announces Nickel Market To Reopen.

    With the Nickel market shuttered after a Chinese stainless steel tycoon was caught with a historic, potentially fatal $8 billion margin call hanging over its head, today the London Metal Exchange announced that it will reopen its nickel market on Wednesday, more than a week after it was closed last Monday, after the Chinese company at the center of the epic short squeeze was bailed out by a consortium of banks led by JPMorgan which is also the largest counterparty to the short (for a detailed breakdown read “The 18 Minutes of Trading Chaos That Broke the Nickel Market”) .

    Trading in nickel will resume after Xiang Guangda, whose massive short position equivalent to approximately 150,000 tons of nickel, sent shockwaves across the commodity market last week, announced a standstill with his banks to avoid further margin calls as Bloomberg first reported earlier. Xiang’s Tsingshan Group had been in discussions with banks led by JPMorgan about a loan facility to backstop his short position and said Monday that talks on the funding would continue during the standstill period. As a reminder, Xiang is JPMorgan’s largest counterparty, and owes Jamie Dimon several billion, money which the largest US bank would not receive unless it bailed out the Chinese firm.

    If you owe the bank $100,000, you have a problem. If you owe the bank $8 billion, the bank has a problem…

  • Arm Holdings to lay off 15% of it’s workforce, or about 1,000 people.
  • Category: Extremely unexpected horrifying headlines: Petting zoo camel kills two. Not in the zoo, fortunately, as Humpy had busted out of the joint and was on the lam… (Hat tip: Dwight.)
  • Florida Man suspects his meth is fake. So he asks police to test it.

  • Whoa!

  • How an NPR radio station destroyed the electronics in several Mazdas.
  • Heh:

  • “Zelensky Begs Congress To Bring Back Trump.”
  • Jailbreak!

  • Russo-Ukrainian War Update for March 17, 2022

    March 17th, 2022

    Russia’s war against Ukraine grinds on. Here’s the Livemap snapshot:

    Given the usual caveats (the map is not the territory), it doesn’t seem like Russia has made much progress since my last update. Russian forces are taking high casualties as they creep closer to Kiev, and Mariupol is still in Ukrainian hands.

    Some perspective on the timelines of previous mechanized invasions:

  • In Desert Storm, the coalition forces destroyed most of the Iraqi army and air force and liberated Kuwait in 100 hours, taking less than 500 deaths. No tank personnel were killed in action.
  • In the Six-Day War, Israel seized control of Gaza, Sinai, the West Bank and the Golan Heights, some 42,000 square miles, and lost 776 soldiers in combat.
  • Twelve days after the German invasion of Poland on September 1, 1939, Germany controlled virtually all of Poland west of the Vistula and was rapidly surrounding the capital of Warsaw. (The Soviet Union would jump in five days later on September 17 to help the Nazis finish off the remainder of Polish resistance and annex much of Poland into the Soviet Union. I trust you know that a lot of what was Poland in 1939 is in Belarus today.) And that was back when the vast majority of German logistics support was still supplied via horse-drawn logistics. And if Gerd von Rundstedt and Fedor von Bock had trucks, and had used T-72s and T-80s rather than Panzer Is and IIs, they probably could have done it in half the time.
  • We’re now some 22 days into the Russian invasion of Ukraine, and its make other widescale mechanized land invasions look far more competent and successful.

    Now the links:

  • Here’s a quick assessment:
    • Russia is deploying reserves from Armenia and South Ossetia and cohering new battalion tactical groups (BTGs) from the remnants of units lost early in the invasion. These reinforcements will likely face equal or greater command and logistics difficulties to current frontline Russian units.
    • President Zelensky created a new joint military-civilian headquarters responsible for the defense of Kyiv on March 15.
    • Russian forces conducted several failed attacks northwest of Kyiv and no offensive operations northeast of Kyiv on March 16.
    • Russian forces continue to shell civilian areas of Kharkiv, but will be unlikely to force the city to surrender without encircling it—which Russian forces appear unable to achieve.
    • Russian forces continued to reduce the Mariupol pocket on March 16. Russian forces continue to commit war crimes in the city, targeting refugees and civilian infrastructure.
    • Ukrainian Forces claimed to have killed the commander of the 8th Combined Arms Army’s 150th Motor Rifle Division near Mariupol on March 15. If confirmed, Miyaev would be the fourth Russian general officer killed in Ukraine; his death would be a major blow to the 150th Motor Rifle Division, Russia’s principal maneuver unit in Donbas.
    • Russian warships shelled areas of Odesa Oblast on March 16 but Russian Naval Infantry remain unlikely to conduct an unsupported amphibious landing.

    (Hat tip: The Ethereal Voice.)

  • Estimates for deaths from Vlad’s Big Ukraine Adventure top 7,000:

    In 36 days of fighting on Iwo Jima during World War II, nearly 7,000 Marines were killed. Now, 20 days after President Vladimir V. Putin of Russia invaded Ukraine, his military has already lost more soldiers, according to American intelligence estimates.

    The conservative side of the estimate, at more than 7,000 Russian troop deaths, is greater than the number of American troops killed over 20 years in Iraq and Afghanistan combined.

    It is a staggering number amassed in just three weeks of fighting, American officials say, with implications for the combat effectiveness of Russian units, including soldiers in tank formations. Pentagon officials say a 10 percent casualty rate, including dead and wounded, for a single unit renders it unable to carry out combat-related tasks.

    With more than 150,000 Russian troops now involved in the war in Ukraine, Russian casualties, when including the estimated 14,000 to 21,000 injured, are near that level. And the Russian military has also lost at least three generals in the fight, according to Ukrainian, NATO and Russian officials.

    Pentagon officials say that a high, and rising, number of war dead can destroy the will to continue fighting. The result, they say, has shown up in intelligence reports that senior officials in the Biden administration read every day: One recent report focused on low morale among Russian troops and described soldiers just parking their vehicles and walking off into the woods.

    Insert the usual “anonymous sources” caveat. Though I suspect the estimates of overall Russian deaths is on the low side.

  • Ukrainian President Volodymyr Zelensky asks U.S. congress for a no-fly zone. I don’t blame him for asking one bit. But it would be a dangerous escalation on the part of the United States and NATO to attempt to implement one.
  • The tiny problem with offering Putin an “offramp” from his Ukraine invasion: he doesn’t want one.

    We’re witnessing a particularly unexpected set of circumstances.

    One: The vaunted Russian army is proving to be a shadow of its former self.

    While the Russian pounding of Ukrainian cities increases, Kyiv remains in Ukrainian control, and Ukrainian president Volodymyr Zelensky is still, at minimum, safe enough to record videos of himself walking to a hospital to visit wounded Ukrainian soldiers. In just three weeks, the Russian military has likely suffered more killed, wounded, and captured than the U.S. and U.K. did combined over the course of 20 years in Afghanistan. One site attempting to track the damage calculates that the Ukrainians have destroyed, damaged, or captured more than 1,200 Russian military vehicles and shot down or otherwise damaged 15 helicopters, 13 fixed-wing aircraft, six drones, two fuel trains, and more than 400 support vehicles.

    If the Russian army was marching across Ukraine as planned, the Russians would not be attempting to recruit Syrian mercenaries.

    This doesn’t mean that 200,000 Russian troops, with all their support vehicles, tanks, artillery, guided-missile systems, jets, helicopters, etc., cannot kill many Ukrainians and inflict extraordinary damage on the cities and homes and critical infrastructure of Ukraine. But it does mean that the Russian army is hampered by severe logistics problems, poor intelligence and tactics, persistent communications problems, awful morale, faulty equipment, and long-expired rations. Some significant portion of the great fortune that Russia spent to upgrade its military over the past two decades was skimmed off the top and diverted into someone’s pockets.

    Polina Beliakova, a senior research fellow at the Center for Strategic Studies at Tufts University, contends that Putin’s wealthy allies were stealing from the military and shortchanging the troops right under Putin’s nose:

    Most companies responsible for providing food to the Russian military are connected to Yevgeny Prigozhin — the patron of PMC Wagner, the mercenary organization, and sponsor of the Internet Research Agency, which has been accused of meddling in the United States elections. Several years ago, Prigozhin’s companies were accused by Russian opposition leader Alexei Navalny of forming a cartel and gaming the state’s bidding system for defense orders, receiving contracts for several hundred million dollars. The quality of food and housing in the Russian military is reportedly worse than in its prisons, with unreasonably small meals and some carrying harmful Escherichia coli bacteria.

    Putin is now learning that hard lesson of former U.S. secretary of defense Donald Rumsfeld, “You go to war with the army you have, not the army you might want or wish to have at a later time.”

    The army Russia has is nowhere near as effective as Putin thought it was. And the Eastern Europeans have noticed:

    “Today what I have seen is that even this huge army or military is not so huge,” said Lt. Gen. Martin Herem, Estonia’s chief of defense, during a news conference at an air base in northern Estonia with Gen. Mark A. Milley, the chairman of the U.S. Joint Chiefs of Staff. General Herem’s colleague and the air force chief, Brig. Gen. Rauno Sirk, in an interview with a local newspaper, was even more blunt in his assessment of the Russian air force. “If you look at what’s on the other side, you’ll see that there isn’t really an opponent anymore,” he said.

    Two: The Russian economy continues to freefall.

    The Russian government announced that they intend to pay back their debts in now-almost-worthless rubles. The Moscow Stock Exchange will stay closed until at least March 18. The Financial Times’ European banking correspondent, Owen Walker, says the Russian Ministry of Finance can keep the big Russian banks going for a while, but in the end, the Russian companies will have no money coming in from countries enacting sanctions.

    Maybe India can help with this problem, but it will cost Russia; the Indian government is reportedly interested in buying Russian oil at a discount. Russia not only wants economic assistance from China, but has reportedly asked for military assistance as well, in the form of drones.

    Three: Despite all of this, Putin is not only undeterred, he wants to double down.

    Back in 2014, when Russian military forces moved into Crimea and annexed it, then-secretary of state John Kerry and other Obama administration officials kept talking up the option of a “diplomatic off-ramp” that would end Russia’s military occupation. Those proposals never went anywhere; Kerry seemed to be in denial of the fact that Putin was on precisely the highway he wanted to be on, headed toward exactly the destination he wanted. Putin wasn’t looking for an “off-ramp.”

    Today, you hear the same refrain — that if the West just tried hard enough, it could find some “diplomatic off-ramp” that would be acceptable to Putin:

    Axios: “President Biden now faces a great unanswered question — how to give Vladimir Putin an off-ramp to avoid even greater calamity.” The Irish Times: “While the prospect of a ceasefire in the short-term may seem remote, there will come a point where Putin needs an off-ramp. The West can keep applying pressure on Putin while showing him that a negotiated peace is there for the taking.” NPR: “Diplomats are trying to find an off ramp to Putin’s war in Ukraine.”

    How can Putin make it any clearer? He doesn’t want an “off ramp!” He doesn’t want to end his war, he wants to win his war. He doesn’t care how gargantuan a price he or his country must pay in blood and treasure to achieve victory. To a certain degree, Putin is dealing with the sunken-cost fallacy. He has already committed so much, nationally and personally, into this war that he cannot accept a relatively modest prize of Donetsk and Luhansk and a guarantee that Ukraine would never join NATO. Russia’s big sacrifices in this war means Putin must bring home a big prize to justify the bloody endeavor.

  • A Chinese analyst is pretty grim in his analysis of Putin’s chances of success.

    1. Vladimir Putin may be unable to achieve his expected goals, which puts Russia in a tight spot. The purpose of Putin’s attack was to completely solve the Ukrainian problem and divert attention from Russia’s domestic crisis by defeating Ukraine with a blitzkrieg, replacing its leadership, and cultivating a pro-Russian government. However, the blitzkrieg failed, and Russia is unable to support a protracted war and its associated high costs. Launching a nuclear war would put Russia on the opposite side of the whole world and is therefore unwinnable. The situations both at home and abroad are also increasingly unfavorable. Even if the Russian army were to occupy Ukraine’s capital Kyiv and set up a puppet government at a high cost, this would not mean final victory. At this point, Putin’s best option is to end the war decently through peace talks, which requires Ukraine to make substantial concessions. However, what is not attainable on the battlefield is also difficult to obtain at the negotiating table. In any case, this military action constitutes an irreversible mistake.

    2. The conflict may escalate further, and the West’s eventual involvement in the war cannot be ruled out. While the escalation of the war would be costly, there is a high probability that Putin will not give up easily given his character and power. The Russo-Ukrainian war may escalate beyond the scope and region of Ukraine, and may even include the possibility of a nuclear strike. Once this happens, the U.S. and Europe cannot stay aloof from the conflict, thus triggering a world war or even a nuclear war. The result would be a catastrophe for humanity and a showdown between the United States and Russia. This final confrontation, given that Russia’s military power is no match for NATO’s, would be even worse for Putin.

    3. Even if Russia manages to seize Ukraine in a desperate gamble, it is still a political hot potato. Russia would thereafter carry a heavy burden and become overwhelmed. Under such circumstances, no matter whether Volodymyr Zelensky is alive or not, Ukraine will most likely set up a government-in-exile to confront Russia in the long term. Russia will be subject both to Western sanctions and rebellion within the territory of Ukraine. The battle lines will be drawn very long. The domestic economy will be unsustainable and will eventually be dragged down. This period will not exceed a few years.

    4. The political situation in Russia may change or be disintegrated at the hands of the West. After Putin’s blitzkrieg failed, the hope of Russia’s victory is slim and Western sanctions have reached an unprecedented degree. As people’s livelihoods are severely affected and as anti-war and anti-Putin forces gather, the possibility of a political mutiny in Russia cannot be ruled out. With Russia’s economy on the verge of collapse, it would be difficult for Putin to prop up the perilous situation even without the loss of the Russo-Ukrainian war. If Putin were to be ousted from power due to civil strife, coup d’état, or another reason, Russia would be even less likely to confront the West. It would surely succumb to the West, or even be further dismembered, and Russia’s status as a great power would come to an end.

    II. Analysis of the Impact of Russo-Ukrainian war On International Landscape

    1. The United States would regain leadership in the Western world, and the West would become more united. At present, public opinion believes that the Ukrainian war signifies a complete collapse of U.S. hegemony, but the war would in fact bring France and Germany, both of which wanted to break away from the U.S., back into the NATO defense framework, destroying Europe’s dream to achieve independent diplomacy and self-defense. Germany would greatly increase its military budget; Switzerland, Sweden, and other countries would abandon their neutrality. With Nord Stream 2 put on hold indefinitely, Europe’s reliance on US natural gas will inevitably increase. The US and Europe would form a closer community of shared future, and American leadership in the Western world will rebound.

    2. The “Iron Curtain” would fall again not only from the Baltic Sea to the Black Sea, but also to the final confrontation between the Western-dominated camp and its competitors. The West will draw the line between democracies and authoritarian states, defining the divide with Russia as a struggle between democracy and dictatorship. The new Iron Curtain will no longer be drawn between the two camps of socialism and capitalism, nor will it be confined to the Cold War. It will be a life-and-death battle between those for and against Western democracy. The unity of the Western world under the Iron Curtain will have a siphon effect on other countries: the U.S. Indo-Pacific strategy will be consolidated, and other countries like Japan will stick even closer to the U.S., which will form an unprecedentedly broad democratic united front.

    3. The power of the West will grow significantly, NATO will continue to expand, and U.S. influence in the non-Western world will increase. After the Russo-Ukrainian War, no matter how Russia achieves its political transformation, it will greatly weaken the anti-Western forces in the world. The scene after the 1991 Soviet and Eastern upheavals may repeat itself: theories on “the end of ideology” may reappear, the resurgence of the third wave of democratization will lose momentum, and more third world countries will embrace the West. The West will possess more “hegemony” both in terms of military power and in terms of values and institutions, its hard power and soft power will reach new heights.

    Nor is he thrilled at China’s chance might fare in this scenario:

    4. China will become more isolated under the established framework. For the above reasons, if China does not take proactive measures to respond, it will encounter further containment from the US and the West. Once Putin falls, the U.S. will no longer face two strategic competitors but only have to lock China in strategic containment. Europe will further cut itself off from China; Japan will become the anti-China vanguard; South Korea will further fall to the U.S.; Taiwan will join the anti-China chorus, and the rest of the world will have to choose sides under herd mentality. China will not only be militarily encircled by the U.S., NATO, the QUAD, and AUKUS, but also be challenged by Western values and systems.

    His advice to China? Cut Putin loose and join the west:

    China cannot be tied to Putin and needs to be cut off as soon as possible. In the sense that an escalation of conflict between Russia and the West helps divert U.S. attention from China, China should rejoice with and even support Putin, but only if Russia does not fall. Being in the same boat with Putin will impact China should he lose power. Unless Putin can secure victory with China’s backing, a prospect which looks bleak at the moment, China does not have the clout to back Russia. The law of international politics says that there are “no eternal allies nor perpetual enemies,” but “our interests are eternal and perpetual.” Under current international circumstances, China can only proceed by safeguarding its own best interests, choosing the lesser of two evils, and unloading the burden of Russia as soon as possible. At present, it is estimated that there is still a window period of one or two weeks before China loses its wiggle room. China must act decisively.

  • Speaking of China: “China has refused to supply Russian airlines with aircraft parts, an official at Russia’s aviation authority was quoted by Russian news agencies as saying on Thursday, after Boeing (BA.N) and Airbus (AIR.PA) halted supply of components.” Coincidence? Probably.
  • Analyst Ben Hedges says the next ten days (eight now) will decide the war.

    The Russians are in trouble, and they know it. That’s why they have reached out to China for help and why they are now recruiting Syrians.

    Russian generals are running out of time, ammunition, and manpower. That’s not based on any inside intelligence — it’s clear from open source information and my own experience. I could be way off, but I am confident of this assessment.

    An essential caveat to my assessment is that we, the West, led by the US, must accelerate and expand the support we are providing to Ukraine on the scale and with the sense of urgency of the Berlin Airlift (June 1948-May 1949). They need the weapons and ammunition to destroy the rockets, cruise missiles, and long-range artillery that are causing most of the damage to Ukrainian cities, as well as the intelligence to locate those systems, and the ability to hit Russian Navy vessels that are launching cruise missiles into cities from the Black Sea and the Azov Sea.

    The time challenge for Russia is not just military. The effects of sanctions are growing — Russia may soon default on $150bn of foreign currency debt —and Russian domestic resentment is also growing (we should remember that it’s unusual as well as extreme brave for ordinary people to protest in Putin’s Russia and for television editors to suddenly interrupt their own programs waving anti-war placards.) We should do all we can to fuel that discontent and to let courageous Russians know they have our support.

    Ammunition shortages

    The Russians are experiencing ammunition shortages. Their transition to attrition warfare is driving up consumption rates beyond what they had planned and what they can sustain. They will still have a lot of the conventional artillery and so-called dumb bombs. But as we know from past US military operations, the most sophisticated munitions are very expensive and so more limited in availability. The Russians are likely to be having the same experience; in addition, they thought the campaign would end within a few days so large stocks were probably not prepared. Wartime consumption always exceeds planning numbers, and urban combat exacerbates that. Sanctions will also have assisted —Finland and Slovenia used to provide some munitions to Russia, and those have now stopped.

    Manpower shortages

    The Pentagon has said that 50% of Russian combat power was committed in Ukraine. At the height of our wars in Iraq and Afghanistan, we were about 29% committed. And it was difficult to sustain that.

    This plays directly into the discussion of the encirclement of Kyiv. Russia does not have the manpower or firepower to encircle the Ukrainian capital, let alone capture it.  I have been to Kyiv several times.  I was there in Kyiv five weeks ago, met President Zelenskyy.  It is a very large, dense major urban center on the banks of one of Europe’s largest rivers. It is a difficult, complex urban terrain.

    The Ukrainians are going to be able to keep it open and prevent encirclement, especially if we can get the flow of weapons and ammunition up to the levels needed. There will be, unfortunately, be increasing attacks on the city by air and ground systems, and many more innocent Ukrainian citizens will be murdered, injured, or displaced.  But I don’t believe it will fall.

    Russia’s dilemma is only worsened by its combat casualties. Although I am always skeptical about enemy body counts, I do believe the numbers of dead are in the thousands (possibly in the 5,000-6,000 range suggested by US sources) and the numbers of wounded much higher. The modern battlefield is extremely lethal, especially for poorly trained or disciplined soldiers. These are very high numbers for just the first two weeks of war and many come from Russia’s elite units — they are hard to replace (and the Kremlin won’t be able to conceal these losses from the Russian public and all those for long.)

    Reports of low morale, dissension between commanders, mutiny on at least one vessel, desertion, and so on, all within the first two weeks are indicators of major manpower problems. And in pure numbers, the Ukrainian armed forces still outnumber or closely match Russian forces actually on the ground in Ukraine.

    There is no suggestion that the Russians have big units lurking in the woods somewhere (and the Pentagon has said it sees no signs of significant reinforcements.) So it’s apparent that the notional 900,000 strength of the Russian military is a hollow number.  Their public call for 16,000 troops from Syria and elsewhere indicates this. Employment of “stop loss” by Russia on conscripts whose time is about up is another indicator. The Ukrainian diaspora is flocking home to help the fight; Russians are not coming back home — and indeed, many are leaving to avoid Putin’s fight.

  • Related: “Ukraine Is Doubling Its Army, While Russia Scrapes The Barrel For Reinforcements.”

    Russia paused its offensive in Ukraine in recent days in order to rush in reinforcements and rebuild shattered units.

    The problem, for the Kremlin, is that Ukraine is doing the same—and potentially to much greater effect. As the wider war in Ukraine enters its fourth week, the Russian army might be able to restore some of the combat power it has lost to poor planning, poorer execution and heroic resistance by the Ukrainian armed services.

    But Ukraine almost certainly can double its fighting strength.

    That mobilization imbalance, the consequence of strong foreign support for Kyiv, the natural logistical advantages any defender enjoys against an attacker and—most importantly—Ukrainians’ incredible determination to fight, has led one analyst to a perhaps surprising conclusion.

    Russia “can’t win this war,” wrote Tom Cooper, an author and expert on the Russian military.

    The Russian army built up a force of nearly 200,000 troops with thousands of armored vehicles before launching its assault on southern, eastern and northern Ukraine on the night of Feb. 23.

    The invasion force encountered stiff resistance. Not only from the 145,000-person regular Ukrainian army, but also local territorial defense forces and even everyday people who improvised weaponry or found other ways to slow the Russians. Digging ditches. Destroying bridges. Texting Ukrainian artillery units with the locations of approaching Russian tanks.

    As the war enters its fourth week, the Russian offensive has stalled. And the scale of Russian losses is becoming clear. The Kremlin on March 2 copped to losing fewer than 500 troops killed in action and another 1,500 wounded. The Ukrainian defense ministry a few days ago posited a much higher total: a combined 12,000 Russians “lost”—presumably meaning killed, wounded or captured.

  • Kurt Schlichter suggests caution.

    From the perspective of someone who actually trained Ukrainian troops in Ukraine, commanded US forces, and attended the US Army War College – though it’s kind of the Chico State of war colleges – the whole way our elite is approaching the crisis is an epic clusterfark. Don’t believe anything anyone tells you – and certainly, sanity check whatever I’m telling you, too – most of these insta-experts on intra-Slavic conflict know absolutely squat-ski. Moreover, their remarkably dumb observations and credulous acceptance of conventional wisdom, which has proven long on conventional and short on wisdom, are being presented without any kind of strategic context. They don’t know where this crisis came from and certainly have no clear notion of where they want it to go beyond the vague and unhelpful idea that they want Putin (which they use interchangeably with Russia) to “lose” without knowing what that even means.

    Biases are important, and here are mine. I sympathize with the Ukrainian people, partly because I worked with them and partly because I was an end-stage Cold Warrior who came up training to fight Russians. I understand that this mess is not merely the result of Putin being bad or Trump being insufficiently anti-Putin, like LTC Sausage and the rest of the failed foreign policy elite and regime media insist. Putin’s badness plays a part, but he’s merely exploiting thousands of years of bloody history, of ethnic hatred, and of Orthodox mysticism, as well as totally misguided and poorly-considered Western interference. The idea that we could just make Ukraine part of NATO and the Russians would just lump it is remarkable for its dumbness, but it is fully in keeping with our foreign policy elite’s unbroken track record of failure since the old-school military’s victory in the Gulf War…

    The expectation was that the Russian forces would smash through, surround the Ukrainian forces pinned down facing the Russians in the occupied regions to the east, and isolate the main cities. I did not expect them to go into the cities immediately since Russians 1) generally bypass hard defenses; 2) they have bad experiences with city fighting (Stalingrad, Grozny); and 3) that would not necessarily be necessary. It would not be necessary if the idea was to neutralize the main Ukrainian combat formations and force the government in the cities to capitulate, then have the West pressure the Ukrainians to accept a ceasefire and “peace” that recognized Russian gains and ended the idea of Ukrainian allying with the West. In fact, that is pretty much what the Russian “peace plan” consists of. But that did not work for a couple of reasons.

    First, the Russians did not fight as well as expected. You should always treat the enemy as if it is the best possible enemy. We did in the Gulf. We prepared to fight elite Republican Guard divisions of highly trained and motivated soldiers using top-shelf Soviet equipment and tactics. None of that was so; we crushed an entire national army in 100 hours.

    The Russians are poorly-led, with very weak synchronization among maneuver forces and fires. Their plan is okay – in fact, you look at a map, and it’s obvious what they would do. But their gear is badly-maintained, and their troops are unsuited to the task of supporting a rapid advance. Look at all the evidently intact gear simply abandoned by the side of the road. Lots of it looks like it broke down (note all the flat tires). Much of it seems to have run out of gas. And, of course, lots of stuff had been blasted apart.

    That’s the second part of the equation – the Ukrainians fought back hard. If you are a Lord of the Rings nerd, think of the Ukrainians as the dwarves. Not super-sophisticated but tough and ready to fight, and also often drunk.

    If you want to see the future of this war, look at videos of Ukrainian infantry patrolling near the front. Every second guy has an anti-tank weapon, like a Javelin or some other system, and the rest are carrying spare missiles. Mechanized forces unprotected by infantry are vulnerable to ambush by anti-tank teams. The Russian armor outstripped its ground pounders and is getting pounded itself. Further, Ukrainians seem to have success with drones firing anti-tank weapons. The war is not going to be won by conventional battalions of Ukrainians operating with conventional aircraft. It will win with light infantry and drones armed with missiles.

  • The Russian occupation is none too gentle on Ukrainian civilians.

    Russian soldiers have shot people dead in the street as they took over Ukrainian villages, according to fleeing residents.

    Soldiers shot randomly at buildings, threw grenades down roads and went from house to house confiscating phones and laptops, witnesses said.

    Online groups created for family members or friends looking for information about people in affected areas are receiving hundreds or even thousands of requests a day.

    One witness, Mykola, described how soldiers arrived in Andriivka, a village near Kyiv. “They threw grenades down the street. One man lost his leg and the next day this person died,” he said. “They then came down the central street and started shooting at the windows and hit one woman. Her children managed to hide.”

    Mykola lived within walking distance of his brother, Dymtro. “My brother came out the house with his hands in the air. They beat him and then executed him in the street,” he said.

    Dymtro’s wife said she saw the killing of her husband from a window. She said she also witnessed their neighbour being killed in the same manner. Dymtro’s daughter believes both were shot because they had earlier helped the Ukrainian army as volunteers.

    Mykola said they wanted to bury his brother, but his wife feared the soldiers would shoot them. “The next day they went house by house, confiscating phones and laptops,” he said. At this point, 3 March, there was no electricity. “Those who came into our house behaved OK. But they told us that it’s good you have a cellar, collect some water, because you’re going to be bombed for six days.”

  • What happens if Putins lets his tacnukes fly.

    On Monday, United Nations secretary general António Guterres warned that, “Raising the alert level of Russian nuclear forces is a bone-chilling development. The prospect of nuclear conflict, once unthinkable, is now back within the realm of possibility.”

    As hyperbolic as that claim may seem, the circumstances that would spur the Russians to use a tactical nuclear weapon are starting to fall into place. As laid out yesterday, the war is going badly for the Russians. Advances are moving slowly, when they’re moving at all, and casualties are mounting. The Russian economy is collapsing. Something’s going to break; it’s just a question of what breaks first.

    This newsletter has repeatedly discussed the official Russian military doctrine, “escalate to deescalate” — that is, “If Russia were subjected to a major non-nuclear assault that exceeded its capacity for conventional defense, it would ‘de-escalate’ the conflict by launching a limited — or tactical — nuclear strike.” In other words, Russia’s official strategy when losing a war is to escalate it by using tactical battlefield nukes in order to “deescalate” it on terms favorable to Russia.

    It isn’t likely that Russia will launch or detonate a tactical nuclear weapon yet. But it also isn’t unimaginable anymore. Apparently, Putin and the Russian military have been thinking about this option for a long time. In 2014, Ukrainian defense minister Valeriy Heletey said that, “The Russian side has threatened on several occasions across unofficial channels that, in the case of continued resistance they are ready to use a tactical nuclear weapon against us.”

    This assumes, of course, his nukes still work. The United States is going to spend some $634 billion this decade maintaining its nuclear deterrent. Put it another way, the U.S. spends more money maintaining nuclear weapons in a given year than Russia spends annually on its entire military. Thermonuclear weapons (not fission-only tactical nuclear weapons) require regular Tritium refresh. Fission weapons still require battery and explosive refresh, and I’m not clear on the schedule.

  • Explosions reported in multiple Belarus cities. Could be supply hits. Could also be false flag operations
  • A Ukrainian Town Deals Russia One of the War’s Most Decisive Routs. In the two-day battle of Voznesensk, local volunteers and the military repelled the invaders, who fled leaving behind armor and dead soldiers.”

    A rapid Russian advance into the strategic southern town of 35,000 people, a gateway to a Ukrainian nuclear power station and pathway to attack Odessa from the back, would have showcased the Russian military’s abilities and severed Ukraine’s key communications lines.

    Instead, the two-day battle of Voznesensk, details of which are only now emerging, turned decisively against the Russians. Judging from the destroyed and abandoned armor, Ukrainian forces, which comprised local volunteers and the professional military, eliminated most of a Russian battalion tactical group on March 2 and 3.

    The Ukrainian defenders’ performance against a much-better-armed enemy in an overwhelmingly Russian-speaking region was successful in part because of widespread popular support for the Ukrainian cause—one reason the Russian invasion across the country has failed to achieve its principal goals so far. Ukraine on Wednesday said it was launching a counteroffensive on several fronts.

  • A fourth Russian general has been killed in fighting in Ukraine, according to reports on Tuesday. Ukrainian Interior Ministry adviser Anton Gerashchenko announced the death of Major General Oleg Mityaev.”
  • A look inside an abandoned Russian field kitchen truck. Hope you like onions:

  • Russia is headed toward a $150 billion default.
  • Though Russia did manage to pay $117 in dollar-denominated bonds today.
  • Another sign of how poorly things are going for Russia: “Kremlin arrests FSB chiefs in fallout from Ukraine chaos. The defenestration of several senior spies is a sign of Putin’s growing fury towards the intelligence services.” Traditionally the position of dictators who went to war with their own security service has been…precarious.
  • Other recent Russo-Ukrainian War links:

  • Why Russia Can’t Achieve Air Superiority
  • The Problem With That “Russia Sought Military Aid From China” Story
  • Ian McCollum on Russia’s Invasion of Ukraine and Civilian Firearms Ownership
  • Another Day, Another BLM Leader Indicted For Fraud

    March 16th, 2022

    You might remember #BlackLivesMatter from such hits as Millions of Dollars Are Missing and Patrisse Cullors Owns Four Houses. Well now get ready to laugh again at We Raked OFF Federal Grant Money To Waste On Cheap Crap.

    A prominent Black Lives Matter leader in Boston and her husband have been charged with using a $6,000 grant to take at-risk youth to a Philadelphia retreat on themselves – for a getaway to Maryland, restaurants and shopping sprees, among other things.

    Monica Cannon-Grant, 41, founder of the nonprofit Violence in Boston, and her husband Clark Grant, 38, were charged Tuesday in an 18-count federal indictment, including charges for wire fraud and making false statements to a mortgage lending business.

    In June 2019, she was given a check for $6,000 for a trip to Philly “to give these young men exposure to communities outside of the violence riddled neighborhoods that they navigate daily,” the Boston Globe reported.

    Instead, the couple used the money to take a vacation to Maryland, eat at Bubba Gump Shrimp Co., Shake Shack and other eateries, and pay for car rentals, Walmart purchases and visits to a nail salon, the feds allege.

    The indictment charges them in connection with three separate schemes — defrauding donors, lying on a mortgage application and illegally collecting about $100,000 in pandemic unemployment benefits, according to the Globe.

    Clark Grant had already been charged by the feds for allegedly engaging in pandemic-assistance fraud after a raid at the couple’s Taunton home last year.

    It seems that a single scam is never enough for these people. They always seem to be working multiple scams, all of which rake off money to their own pockets in the name of Social Justice. Heaven forfend that any of them are ever required to actually work for a living.

    One marvels at their failure to do any sort of risk/reward analysis on the potential fallout from getting caught in their scams. Is it really worth years in the federal big house to visit Bubba Gump Shrimp?

    As the titular protagonist of a famous novel before it was turned into a hit movie once put it, “Being an idiot is no box of chocolates.”

    Why Russia Can’t Achieve Air Superiority

    March 15th, 2022

    If you’ve read this previously linked article, you know that Russia is having real problems with air operations in their invasion of Ukraine. Here’s a short video that covers some of the highlights:

    Key takeaways:

  • Ukraine has successfully moved its air assets around to keep them from being destroyed on the ground.
  • Russian equipment sucks. Pictures include Russian pilots using commercial GPS for guidance and strike coordinates written down on pieces of paper, which does rather limit tactical flexibility and pilot innovation. (Remember those crappy truck tires? How much better, if any, have Russian aircraft been maintained?)
  • Russian training sucks. Russian pilots get half as much training as NATO pilots, and practice less complex maneuvers. Thus:
  • Russia can’t coordinate large-scale air missions.
  • Thus the documented record of Ukrainian forces shooting down Russian airplanes:

    Helicopters too:

    (Usual propaganda cautions apply.)

    Not only has Russia not achieved air superiority, these problems make it unlikely it will achieve it before the war ends.

    The Problem With That “Russia Sought Military Aid From China” Story

    March 14th, 2022

    I found the news story that Russia sought military aid from China for its bogged down invasion of Ukraine pretty interesting.

    Until I dug a little deeper.

    Russia has turned to China for military equipment and aid in the weeks since it began its invasion of Ukraine, U.S. officials familiar with the matter told The Washington Post.

    The officials, who spoke on the condition of anonymity because of the sensitivity of the subject, did not describe what kind of weaponry had been requested, or whether they know how China responded.

    The development comes as White House national security adviser Jake Sullivan plans to travel to Rome on Monday to meet with his Chinese counterpart, Yang Jiechi.

    Sullivan told CNN that the administration was “communicating directly, privately to Beijing, that there will absolutely be consequences” for any Chinese efforts to assist Russia in evading sanctions.”

    Do you see the problem? It’s right there in the first sentence.

    Russia has turned to China for military equipment and aid in the weeks since it began its invasion of Ukraine, U.S. officials familiar with the matter told The Washington Post.

    “Officials familiar with the matter.”

    Remember that phrase?

    Remember that phrase (and similar ones) a lot from those endless “sources say” hit pieces on President Trump that turned out to be complete garbage made up out of whole cloth?

    Because of that, we can never take anonymously sourced pieces that promotes the latest Democratic Media Complex line at face value ever again. How can we be sure you’re not making things up again?

    We can’t.

    We can never take any anonymously sourced piece in the Washington Post at face value. So we have no idea if Russia sought military aid from China or not.

    That’s the problem with institutional trust. Once it’s gone, it can’t easily be replaced.

    Any time you read “source says” in a piece in an MSM outlet, you should read that as “just trust me, bro!”

    And we don’t.

    And absent a clean sweep in management and a complete turnover of current staff, we never will again.

    Shocking Discovery: Paying People Not To Work Makes People Not Work

    March 13th, 2022

    Remember when foolish Flu Manchu lockdowns forced millions of people out of work? And remember how the federal government kept extending unemployment benefits?

    Weirdly, paying people not to work results in people not working. Who knew?

    It’s bad enough when politicians enact witless economic policies with huge price tags, but it’s even worse when those policies destroy American lives and livelihoods. New research shows that this will be the pandemic-era legacy of the politicians that forcibly closed businesses, made people stay home, then incentivized millions of out-of-work Americans to give up the opportunity to get their lives back on track.

    It’s now clear that half the states kept destructive policies in place even after their devastating effects were known. What should have been a temporary bridge to keep people afloat while America tackled COVID-19 became a nightmare of dependence and depression.

    In March of 2020, the federal government began paying weekly “bonuses” known as supplemental insurance to people on unemployment. That meant many people received more money from unemployment insurance than they did while working. It was even expanded to include those who hadn’t paid into the program.

    By the fall, the country began emerging from the pandemic, vaccines became available, and business started to open again and look for workers. The speed of American resilience was something to behold. But the government refused to make the transition with the rest of the country and kept paying people to stay home.

    Eliminating people’s jobs and paying them to be unemployed was robbing millions of Americans of the dignity that comes with finding purpose and achieving self-sufficiency. It destroyed lives, driving dependency on government, contributing to drug and alcohol addiction, and exacerbating isolation and depression.

    These effects of the program were blatantly obvious through the spring of 2021 but that didn’t stop the Biden Administration and Congress from extending the benefits through September. By the summer of 2021, the nation had nearly 11 million unfilled jobs, a spike from just under 7.2 million at the beginning of the year.

    That’s why 26 states decided to terminate the unemployment bonuses early instead of letting them expire in September 2021. At the time, some in the media portrayed the move as cruel, ripping critical funds away from those struggling during the pandemic.

    But new research from the Texas Public Policy Foundation shows that the states that ended the benefits early had superior job growth, ending the soul-crushing dependency inflicted upon millions by the misguided policy. By the end of 2021, only Texas and three other states that ended the bonuses early had regained all the jobs that they lost during the pandemic.

    In the states that continued paying the unemployment bonuses through September 2021, job growth was anemic. Roughly 3 million more people stayed on unemployment in states that maintained the increase in benefits versus the states that ended the program early.

    More from Vance Ginn:

    Those results explain why the socialist pipedream of “Universal Basic Income” would be disasterous for all involved. It would balloon the deficit, create moral hazard and encourage welfare dependency among work-eligible citizens, suppress the economy, and knock some of the most vulnerable Americans off the skill ladder to success, all for the sake of robbing Peter to pay Paul.

    Basic economic incentives and human nature don’t change just because the Democratic Party finds them inconvenient.

    Ian McCollum on Russia’s Invasion of Ukraine and Civilian Firearms Ownership

    March 12th, 2022

    There are a lot of small countries, especially in the southern and eastern areas of Europe for whom [a Russian invasion] may not have been a plausible scenario two weeks ago, but it’s kind of looking like one now. And if you are a small country close to the borders of Russia, you’re in this difficult defensive position. None of these countries have a military that can, with a straight face, suggests that it could simply put up a toe-to-toe, stand their ground fight and defeat a military the size of the Russian army.

    I’m going to point out that this is not necessarily true. Finland did it in The Winter War in 1939-1940. But he gets to that.

    Yet you want you have to provide some sort of plausible threat to an invading occupier like Russia to avoid being invaded in the first place. The whole point is that the best possible success in repulsing an invasion is to not get invaded in the first place. So how can you convince a country like Russia that your very small little republic is not worth invading, that it is too difficult to invade? A lot of these countries are looking around, and going “Would NATO actually step up and help us directly, help defend us in case of an invasion? Any maybe NATO would, maybe NATO wouldn’t.”

    One big solution is civilian military firearms ownership and preparedness. And here modern Finland comes up:

    There is a specific division called SRA which is essentially reservists shooting society, and it is it’s actually technically in some cases for gun, rifle, pistol, shotgun and precision rifle. In competition it requires competitors to essentially carry a military loadout; they have to wear armor, they have to carry water, they have to carry a minimum amount of ammunition during the stages…It’s specifically to encourage military readiness .

    “Having a large community of competent civilian marksmen is something that can contribute a very real deterrent to invasion.”

    True. Every nation in Europe should make civilian firearms ownership more widely and legally available, for this and other reasons.