Posts Tagged ‘Foreign Policy’

The Tank Isn’t Obsolete, Russia Is Just Using Them Stupidly

Sunday, February 26th, 2023

Here’s a video from Samir Puri and the Imperial War Museum that echoes something Nicholas Moran said ten months ago, namely that the tank is not obsolete on the modern battlefield, it’s just that the Russians are using them wrong.

Takeaways:

  • Russia, despite a century of data, isn’t using tanks properly in combined arms operations in concert with infantry, artillery and close air support.
  • Ukraine is, though much of their close air support has taken the form of drones. “These unmanned aerial vehicles have proved very effective especially against slow-moving Russian armored convoys.”
  • “We don’t really see this kind of tight combined arms operations being mounted by the Russians. They really struggled to do this. Instead, what we saw were quite disconnected Russian elements, and that meant that often the Russians were moving into positions it was still very well defended that hadn’t been softened. Which is why as the war has moved on sixth, seventh, eighth month [this video came out two months ago], the Russians have changed tack very much to I guess quite brutal indiscriminate bombardment of the cities they want to take.”
  • “There are no massed tank battles for which the Cold War T-72 was designed. In fact, engagements in Ukraine are on a much smaller scale with platoons and companies clashing together rather than divisions and corps.”
  • “There has also been an absence of close air support, a crucial tool for supporting tanks as part of combined arms operations. There was a lot of aerial activity, there was a lot of dog fighting as well, early on in the in the invasion. But the aerial defense systems that both sides have gotten and can deploy to cover their their more fixed positions are effective enough that the attrition rate amongst combat aircraft has risen. And the Russians interestingly appear to be husbanding the resources of their air force.”
  • “In the early months of the war, Russia had little infantry with which to protect its tanks, particularly in urban settings. That that allowed small groups of Ukrainians to mount what almost seemed like guerrilla operations. Getting in close to Russian armor and taking them out with anti-tank guided missiles before they knew what was happening.”
  • “Russia has now launched a much larger mobilization of manpower to try and fix this problem, but with many of its best troops and equipment already expended, there are questions about the quality, supply, and morale of these new soldiers.”
  • “The fact that the Ukrainians are actually able to capture intact or largely intact T-72s is a testament to the Russian logistics. Meaning that you find in captured Russian equipment low supplies, some Russian PWOs complaining of a lack of lack of proper support from their headquarters and have simply given up or run away.”
  • Drone warfare has also made it much harder for Russia to use tanks in a traditional defensive role in static positions on systems of defensive trenches.
  • Though Russia’s forces have shown some small signs of increasing technical competence in various areas, the fact that they lost so much armor attacking Vuhledar shows that they still have a long way to go when it comes to staging competent combined arms operations.

    LinkSwarm for February 17, 2023

    Friday, February 17th, 2023

    Bit of a mini-LinkSwarm this time around, as this was a week that I almost caught up on stuff delayed by the ice storm.
    
    

  • Bidenomics: “Core CPI Rises 32nd Straight Month, Headline Inflation Hotter Than Expected.”
  • “Biden’s job growth is mostly immigrants working for low wages.” Also this: “The Department of Homeland Security has been issuing an unknown number of two-year work permits to illegal immigrants, which will keep them in the workforce suppressing wages and fanning the flames of discontent amongst Americans unable to find jobs until the next presidential election.” What the hell?
  • Auto repos hit new records.
  • California’s income tax revenues decline by 50%. Tax it, and they will leave. (Hat tip: Stephen Green at Instapundit.)
  • Disinformation Inc: State Department bankrolls group secretly blacklisting conservative media.”

    The Department of State has funded a deep-pocketed “disinformation” tracking group that is secretly blacklisting and trying to defund conservative media, likely costing the news organizations vital advertising dollars, the Washington Examiner can confirm.

    The Global Disinformation Index, a British organization with two affiliated U.S. nonprofit groups, is feeding blacklists to ad companies with the intent of defunding and shutting down websites peddling alleged “disinformation,” the Washington Examiner reported . This same “disinformation” group has received $330,000 from two State Department-backed entities linked to the highest levels of government, raising concerns from First Amendment lawyers and members of Congress.

    “Any outfit like that engaged in censorship shouldn’t have any contact with the government because they’re tainted by association with a group that is doing something fundamentally against American values,” Jeffrey Clark, ex-acting head of the Justice Department’s Civil Division, told the Washington Examiner. “The government or any private entity shouldn’t be involved with this entity that’s engaged in conduct that is either legally questionable or at least morally questionable.”

    GDI compiles a “dynamic exclusion list” that it feeds to corporate entities, such as the Microsoft -owned advertising company Xandr, emails show. Xandr and other companies are, in turn, declining to place ads on websites that GDI flags as peddling disinformation.

    The Washington Examiner revealed on Thursday that it is on this exclusion list. The list includes at least 2,000 websites and has “had a significant impact on the advertising revenue that has gone to those sites,” said GDI’s CEO Clare Melford on a March 2022 podcast.

    GDI has identified that the 10 “riskiest” news outlets for disinformation are the American Spectator, Newsmax, the Federalist, the American Conservative, One America News, the Blaze, the Daily Wire, RealClearPolitics, Reason, and the New York Post.

  • Huge earthquake rocks Syria and Turkey. That was less than a week ago and already it’s pretty much out of the news…
  • Another huge story that the news media has done it’s best to ignore: a toxic derailment in East Palestine, Ohio. The blew it up to prevent a BLEVE and ended up releasing Phosgene gas. That’s carrying your World War I reenactment too far.
  • 90-year California Democratic Senator old Dianne Feinstein to retire after 2024. But…
  • A few hour later she was evidently unaware she had retired. Increasingly, “crazy” or “senile” seem to be the two most common flavors of the Democratic Party…
  • Texas Governor Greg Abbott announces legislative priorities for the current session.
    1. Cutting Property Taxes
    2. End COVID Restrictions
    3. Education Freedom (School Choice)
    4. School Safety
    5. Ending Revolving-door Bail
    6. Doing More to Secure the Border
    7. Addressing the Fentanyl Crisis

    We’ll see if he follows through.

  • Followup: Transient encampment moved away from Headpsace Salon so they can go destroy someone else’s quality of life instead. (Previously.) (Hat tip: Dwight.)
  • Dumbass reaches for off-duty cop’s gun, with the expected results. (Hat tip: Dwight.)
  • Inside China’s livestreamer girl factories.
  • Updated contact information for the Austin City Council.
  • Not a Babylon Bee headline: “Catalytic converter stolen from Oscar Mayer Wienermobile in Las Vegas.”
  • I chuckled.
  • Biden Taken To Coroner For Annual Physical.
  • Follow-Up on Ukraine’s Kamikaze Drones

    Monday, February 6th, 2023

    Given that the original video generated doubts as to its veracity, I thought I would post this followup that goes into more detail about Ukraine’s low-cost suicide drone/loitering munition.

  • These look considerably less jury-rigged than the previous drones.
  • “These are publicly funded…Ukraine’s Ministry of Defense made a public appeal for donations to buy 1,000 of these.”

  • There seem to be different types with different warhead sizes. “The technical details are a bit vague. I’ve seen mentioned ranges of just two kilometers to over 10 kilometers.”
  • We see the successful attacks, but not the failures.
  • “These cost around 200 to manufacture, so they’re also extremely cost effective.” Indeed, even more cost-effective than my original estimates.
  • Japan, The Netherlands Join China Semiconductor Ban

    Tuesday, January 31st, 2023

    Japan and The Netherlands have evidently decided to sign onto the Chinese semiconductor ban.

    The talks between the US, Japan, and the Netherlands over wider bans on exports of semiconductor technology to China have reportedly seen the three agree to concerted action.

    As The Register has often chronicled, the US has restricted exports of critical chipmaking and silicon technologies to China, hoping to prevent its economic and strategic rival from developing military technologies – and to protest human rights abuses.

    While the Home of the Brave has spawned many of Earth’s most significant chipmakers and designers – Intel, AMD, Qualcomm and many others have headquarters stateside – other nations also export semiconductor tech to China. The Land of the Free would rather put a stop to that if possible.

    The Biden Administration also recognizes that its bans could be seen as creating an opportunity for other nations to cash in on the absence of US vendors in the Chinese market. The three-nation talks therefore have the extra dimension of making sure America’s policies have their desired effect against China and don’t harm the home team.

    Those twin desires saw Japan and the Netherlands in talks with the US last week, and according to numerous reports the meetings produced a unified approach to restrict semiconductor exports to China.

    Without equipment from the US, Japan and The Netherlands, you can’t equip and run a modern semiconductor fabrication plant.

    Peter Zeihan (him again), who has evidently lost a bet requiring him to dress as Gimli, discusses the ramifications.

    This is one case where Zeihan gets the generalities right, but is wrong on some specifics.

  • Right: The idea that China can just forge a complete “alternative” semiconductor supply chain out of thin air to replace western alternatives is indeed “hideously wrong.” “The nature of the semiconductor industry is more of an ecosystem. There are there’s very few places that without, significant industrial build out, could even pretend to do more than two or three steps of it, much less than a dozen or so steps that are necessary.”
  • However, in conflating semiconductor manufacturing and semiconductor equipment manufacturing (possibly to avoid contracting hypothermia) he’s muddied things up a bit. There are five essential semiconductor equipment manufacturers:
    • Applied Materials (USA)
    • ASML (The Netherlands)
    • KLA (USA)
    • LAM Research (USA)
    • Tokyo Electron (Japan)

    If you’re building a modern, sub-10nm fab, chances are pretty good you need all five. You have to have an ASML EUV stepper, or else you have to go with trailing-edge machines from Canon and Nikon and deal with the computational pain and complexity of self-aligned quadruple patterning. You need KLA inspection tools to raise and maintain yields, and you need, at the very least, one of AMAT, LAM or TEL to provide the rest. Take away all three and you can’t equip a fab, period.

  • “We now have an agreement, and very soon the Dutch will formally be joining the sanction system against the Chinese.”
  • “The best [chips], these are 10 nanometer and smaller. This is typically what’s in your cell phone or in your high-end computers and servers those about 80% percent of them are actually fabricated in Taiwan, with another 20% in South Korea.” No. Although TSMC and Samsung are indeed leaders in this space, Intel has had 10nm processes running in their advanced fabs is Hillsboro and Chandler for a while, even though they’ve suffered yield problems.
  • His assertion that only China does legacy 90nm and above processes is false, as a look at this list of wafer fabs will attest, as there are a lot of companies (TI, TowerJazz, Oki, Mitsubishi, etc.) still profitably running older nodes, though many are comparatively funky technologies like BiCMOS, Analog, GaAs, etc.
  • Some quibbles about the details, but he gets the big picture right.

    As for his suggestion that companies stick to over 10nm nodes, well, I don’t think much of it. Those that can do >10nm nodes will and push the technology forward, and those that can’t afford to won’t…

    Jordan Peterson on Joe Rogan: 2023 Edition

    Monday, January 30th, 2023

    Jordan Peterson always makes a great Joe Rogan guest, and the new interview they did last week is no exception.

    Discussing the Twitter files, Critical Race Theory and Marxism, victimhood identity politics, postmodern theory, and falseness of reducing everything to power dynamics.

    On the World Economic Forum:

  • “Globalist Utopian Tyranny” is a great phrase.
  • They follow in the wake of “Paul Ehrlich, in the 1960s, who really believe, really believe, truly, that maybe the planet should only have 500 million people on it.”
  • There then follows a devastating take-down of the immortality of pushing 350 million of the world’s poorest to the brink of death through higher energy prices in the hope that maybe 100 years from now life for the poor will be better. I encourage you to watch the entirety of this segment for that.
  • “It’s a little bit too convenient for me that your prescriptions to save the planet are accompanied by this insistence that the only way forward to that is to give you all the power. It’s like there’s a bit of a moral hazard in, that don’t you think?”
  • “Do you want to save the planet, or do you want the power? And let’s let’s put the second one first, because the probability that you’re a saint or the messiah is pretty damn low. So that’s the danger of the Davos crowd.”
  • I suspect I’ll be putting up more snippets from this interview sometime this week…

    Ukraine Celebrates Tanksgiving

    Wednesday, January 25th, 2023

    After almost a year of dithering, Germany has finally relented and is sending Leopard 2 tanks to Ukraine.

    After weeks of reluctance, Germany has agreed to send Leopard 2 tanks to Ukraine, in what Kyiv hopes will be a game-changer on the battlefield.

    Chancellor Olaf Scholz announced the decision to send 14 tanks – and allow other countries to send theirs too – at a cabinet meeting on Wednesday.

    But that’s not the only big tank news.

    US President Joe Biden’s administration is also expected to announce plans to send at least 30 M1 Abrams tanks.

    Biden just announced while I was writing this that the U.S. will provide 31 Abrams tanks to Ukraine.

    It could take months to deliver the tanks because the U.S. has to purchase them through a procurement process.

    The move marks a reversal for the Biden administration, which had resisted sending the tanks, and comes as German Chancellor Olaf Scholz announced his country would provide 14 Leopard 2 A6 tanks for Ukraine’s military. Britain said earlier this month it will provide 14 of its Challenger 2 tanks. France plans to contribute 10 armed fighting vehicles.

    They’re also sending parts and equipment and eight recovery vehicles.

    The Pentagon has long shown a reluctance to send their best miltech abroad for fear of it falling into enemy hands. However, for both the Leopard 2 and the Abrams, the question is which version of the tank are they sending to Ukraine? Any version of either is going to have more sophisticated and modern fire control systems than the majority of Russian tanks currently in theater. And any version of the Leopard 2 is going to feature a Rheinmetall 120mm smooth-bore gun, either the L/44 or the more powerful L/55. The L/44 should punch through the front armor of most Soviet/Russian tanks, and the L/55 should theoretically punch through all of them.

    For the Abrams, the M1A1 and M1A2 are both armed with the L/44, and National Review is reporting that the Biden administration is sending M1A1s. (The original M1 uses the older 105mm rifled M68 gun. That’s thought to be able to penetrate any Soviet armor up to and including the early T-72 models, and possibly some later export models, but not later T-72s and more modern domestic Soviet/Russian tanks. In Desert Storm, even M60 Patton tanks with the 105mm gun were regularly reporting kills on T72s.) Thus Abrams and Leopard 2 120mm rounds of various sorts are fully interchangeable.

    The Challenger 2 uses the Royal Ordnance L30 rifled 120mm gun, which uses different ammo.

    Back to the BBC: “Germany also permitted other countries to send their Leopard 2 tanks to Ukraine – which was restricted until now under export regulations.”

    Poland has been itching to send Leopard 2s to Ukraine since very early on in the conflict, but Germany had been dragging its feet until now. Previous German Defense Minister Christine Lambrecht was reportedly the clog in the process, and given this came down a week after her departure suggests that was in fact the case.

    They’re getting enough Abrams for two plus tank companies (three tank platoons of four tanks each, plus two command tanks), but not enough for a full armor brigade. But add the 14 German Leopard 2s, and presumably you have a force that can rip a hole in any Russian line. Add the already announced Bradleys and other IFVs, and you have a mobile infantry force behind them that can then exploit those holes.

    Ukrainian military blogger Denys Davydov seems pretty ecstatic at the news:

  • He says that Ukraine will be receiving Leopard 2A6 tanks, which are very modern indeed. There are a number of country-specific variants, but they all use the L/55 main gun and modern fire control systems, electronics and composite armor.
  • He repeats the rumor that Germany refused to send Leopard tanks unless America sends Abrams, which has a fair amount of plausibility. If Russia does go apeshit over the move (doubtful), Germany could always go “Hey, we just followed America’s lead!”
  • Correction: Davydov states that the Abrams requires jet fuel for the turbine engines. This is false. The Honeywell AGT1500 gas turbine engine powering the M1 does not require jet fuel to operate, it can run on jet fuel, diesel, gasoline, or marine diesel (which used to have a higher sulfur content than regular diesel, though I’m not sure that’s true anymore, and is probably not relevant to usage in Ukraine).
  • He says the Leopard 2s being sent are in active service with the German army, not in long-term storage.
  • “We have the common decision from many of the Western allies (Norway, Poland, Germany, and many others, UK obviously, and probably United States, will provide the tanks to Ukrainian.” Indeed, Norway just announced that it is also sending leopard 2 tanks to Ukraine.
  • As for his predictions that Ukraine will liberate Crimea come spring, and that this will, in turn, cause the collapse of the Russian federation and drive Putin from power, well, let’s just call them highly speculative.
  • So too Peter Zeihan (him again) is on the tank news as well:

    Some takeaways:

  • As to why the Germans have been so hesitant, I don’t know if you know your history…

    …but the last couple hundred years of history [doesn’t] necessarily put the Germans in the best light. And so the idea that the Germans would ever, in a peaceful environment, decide that they should take a leadership position on military affairs is something that is antithetical, not just to the German population in general, but the government of Scholz specifically. His party is the Social Democrats, and they have basically made their bones in geopolitics about making sure that Germany is never an offensive power at all.

  • The Leopard 2 is good, but “the Abrams should be more accurately thought of as the pinnacle of armored equipment development. This is a system that is not merely a tank, it’s a weapons system that has several integrated programs within it, some of which the Americans still consider top secret so anything that the United States sends from its arsenal is going to honestly have to be dumbed down a significant amount, and that is going to at a minimum take time.” I think he overstates the case here slightly, because the M1A1 isn’t on the cutting edge the way the M1A2 Sepv3 is, but it wouldn’t surprise me at all if their are some systems in there the Pentagon doesn’t want anyone outside to take a look at. On the other hand, there several other nation operators, so this is a solved problem. Also, Abrams have been deployed to Europe as recently as 2020 as part of Operation Atlantic Resolve.
  • “There are over a dozen countries in Europe that use [Leopard 2s], and everyone except for the Germans has been arguing for sending these things for weeks now. So these the Leopards can actually be on the front lines in Ukraine probably within two or three or four months, which means it can actually make a difference in the coming spring offensive, which will happen in May and June.” My caveat would be that it takes about as long to properly train a Leopard 2 crew as an Abrams crew, and if I were the government of the USA, Poland, etc., I would have already been secretly training Ukrainian crews on Abrams and Leopard 2 simulators.
  • “You’re talking a minimum of the year, probably closer to three, three to build out the physical support infrastructure to get an appreciable number of Abrams in play.” This is either false or only narrowly true in that it might take 1-3 years to train a single Ukrainian technician to master the complete suite of Abrams repair and maintenance skills. It uses the same main gun ammo, the same 7.62x51mm NATO machine gun ammo (though the Leopard 2 lacks the M2 .50 BMG machine gun, but .50 BMG is hardly difficult to get a hold of), and the same fuel as the Leopard 2, and we’re sending spare parts along. The logistical tail is real, but it overlaps heavily with the Leopard 2. A C-5 Super Galaxy can lift two Abrams tanks, so if it was absolutely a top priority, all 31 Abrams could be delivered tomorrow to Rzeszów–Jasionka Airport less than 100 miles from the Ukrainian border. (More likely is something like shipping from Charleston to Gdansk, which would be about 15 days after all the bureaucratic niceties are observed.)
  • As always, tank crew effectiveness comes down to training. A good tank crew takes a minimum of six months to become proficient enough to be effective in combat (and most would argue it takes longer). Even if you assume you can shave some time off for Ukrainian tanks crews experienced on Soviet equipment, it still takes a good deal of time to become proficient on either an Abrams or a Leopard 2; two to three months would seem to be the absolute minimum. So unless Ukrainians were already training on Leopard 2s and/or Abrams in secret, I wouldn’t expect to see in the field any until (at the earliest) late April.

    Peter Zeihan on A Second Holodomor in Ukraine

    Tuesday, January 24th, 2023

    Nothing to cheer you up quite like a discussion of potential genocide.

    Takeaways:

  • He starts out talking about how Russia plans to add some 500,000 new troops and use them in a late spring offensive when the mud dries up. As I mentioned previously, that plan is only scheduled to produce new troops over several years, and I express grave doubts that Russia can train and equip new troops when it has singularly failed to do so thus far.
  • He reiterates from previous videos that Russia’s military is heavily dependent on rail, but they’ve had to make do with trucks, and those trucks have been heavily targeted by Ukraine.
  • “Russians began the war with 3,000 military support trucks they’re probably down to only about 500 now.”
  • “[Russians] are doing what they can to destroy morale, and destroy the Ukrainian economy, and kill as many Ukrainian civilians as possible. They’re using drones, they’re using fighter launch missiles, they’re using cruise missiles and they’ve started to use ballistic missiles, to target specifically Ukrainian physical infrastructure, most notably electricity generating plant.”
  • Ukraine is having trouble exporting grain. “Exports have fallen to almost nothing.”
  • He reiterates predictions of famine.

    The countries that would normally import from Ukraine, come October, November, December are going to realize it’s just not there. Most of those countries are in Africa, some are in South Asia. And the one I am, by far, the most worried about is Egypt. Egypt is poor and they import over half the grains they need to survive, mostly wheat. The wheat is already off-line, and so we should expect to see significant upheaval—economic, humanitarian, political—across the Arab world and into South Asia and in sub-Saharan Africa.

  • The mention of a second Holodomor is a reminder that not enough people know about the first Holodomor, when the Soviet Union starved some 5-7 million Ukrainians to death (and some 14.5 million total for the whole collectivization famine/”dekulakization”/suppression of the Kazakhs and Tartars/etc.

    “Beijing Mini-Me” Xiongan Is China’s Largest “Rotten Tail” Project

    Sunday, January 22nd, 2023

    Due to issues of politics, congestion, or just plain corruption, nations get the bright idea to build brand new capital cities far away from existing urban areas. Sometimes it works out (as with Washington D.C.), and sometimes it doesn’t. China’s Xi Jinping is trying something different with Xiongan, which is being built not so much a replacement to Beijing but as sort of “mini-me” Beijing to relieve overcrowding by offloading functions to the new built-from-scratch city in Hebei* province.

    About 60 miles south of the center of Beijing, a new city is being built as a showcase of high-tech ecologically friendly development. Its massive high-speed rail station and “city brain” data center have been heralded by Chinese state media as evidence of the speed and superiority of China’s growth model—not least because the city is a “signature initiative” of Chinese President Xi Jinping.

    Commies (and their American fans) do love their high speed rail projects. Never mind that high speed rail in China has mostly been a trillion dollar, money losing sinkhole.

    Xiongan New Area is also a test for whether China can boost domestic innovation and climb into the ranks of advanced nations in the face of slowing economic growth and efforts by the United States and others to restrict its access to advanced technology.

    Xiongan offers a window into what Xi’s vision of state-led innovation looks like on the ground. Xi has called the city his “personal initiative” and a qiannian daji, or “thousand-year plan of national significance.”

    You know who else had a thousand year plan?

    Sorry, I just can’t resist a good Hitler meme when you pitch a slow ball right over the center of the plate…

    The plan for Xiongan, which was formally unveiled in 2017 to relieve pressure on Beijing and promote the “coordinated regional development” of the Beijing-Tianjin-Hebei region, has faced financial struggles due to the huge investment costs—even more of a problem given China’s mounting real estate crisis. Overall, the new area encompasses about 650 square miles, with a planned population of around 3 million; currently, the three counties comprising the zone have around 1.4 million long-term residents. As of September 2022, 400 billion yuan (about $57 billion) in completed investment had been reported in the city overall.

    While Xi has stacked the new Politburo Standing Committee with officials loyal to him, he has also elevated those with strong science and engineering backgrounds. In his speech at the 20th Party Congress last October, Xi declared that “innovation will remain at the heart of China’s modernization drive” and that China has “worked hard to promote high-quality development and pushed to foster a new pattern of development.” Nevertheless, a confluence of factors including COVID-19 lockdowns and trade tensions is contributing to overall slower growth in China.

    In Xi’s vision, however, party control is not a hindrance to innovation. Rather, Xi’s vision of innovation is one in which the state and party play a leading role. Xi has led a crackdown on private technology firms such as Alibaba but has also promoted policies, such as his Made in China 2025, that aim to boost research-and-development spending and subsidies to give Chinese firms competitive advantages in industries including biotechnology, robotics, artificial intelligence, and semiconductors.

    We know from experience that this approach almost never works, because the profit motive of capitalism is always a superior discovery mechanism for innovation than top-down bureaucratic mandates. We know that the state-led approach has already been a colossal failure for semiconductors even before the sanctions came down, and it’s a good bet that it’s been just as colossal a failure in all the other areas mentioned.

    Xi’s policies favor “hard tech” over software-based platform app companies. The first party secretary of Xiongan was Chen Gang, who oversaw Beijing’s Zhongguancun high-tech park before being transferred to Guizhou, where under Xi ally Chen Miner he helped turn the southwestern province into a center of big data and cloud computing.

    The approach to innovation in Xiongan involves embedding technology within the fabric of the city as well as innovation processes within the party-state. Xiongan Group was created as the investment vehicle for the area’s overall development, under the control of Hebei province but backed partially by loans from China Development Bank. The first central state-owned enterprises to begin construction of offices in the new area were China Satellite Communications Co., the energy giant China Huaneng Group, and Sinochem Holdings. Others now include the big three telecoms and China State Grid, as well as China Mineral Resources Group, a conglomerate set up last year to centralize China’s coal mining industry. These state-owned enterprises could use Xiongan as a test bed for new technologies. Research institutes and satellite branches of several Beijing universities are planning to open in the area around 2025. The relocation of these major units and their thousands of employees will determine how quickly Xiongan’s development proceeds.

    Even as China’s economy has slowed during COVID-19 lockdowns and the global downturn, construction of the first phase of Xiongan has marched on: A huge high-speed rail station to connect the city with Beijing opened in 2020, followed by residential slabs, massive underground utility corridors, and the city brain data center, which will serve as the nerve center of the city’s digital systems. The first section, Rongdong, has been mostly completed, with housing for 170,000 people. Media reports of new schools opening show the effort to build high-quality public amenities to attract residents to the city: Branches of Beijing institutions such as Shijia Primary School and Tsinghua University High School are among the new educational institutions being built in Xiongan.

    The Foreign Policy piece is OK as a sort of sanitized, high level overview, but lacks several key words (“shoddy,” “rotten,” “unsafe,” “tofu dregs,” etc.) that reflect the grittier reality of Xi Jinping’s dream:

    Takeaways:

  • “This is arguably the world’s biggest rotten tail project.”
  • “The project, which was billed as a Millennium Project and a major national event, fell apart after only five years.”
  • “According to the official website of Xiongan New Area, in 2021 the area arranged more than 230 key projects with a planned investment of more than 200 billion RMB. In 2022, 232 key projects were arranged with an investment of another 200 billion RMB and the cumulative total investment has exceeded 700 billion RMB, i.e. nearly 100 billion US dollars.”
  • Add area rail and road infrastructure investments and the total rises to $150 billion.
  • “Located 105 kilometers from both Beijing and Tianjin, the new area is positioned to decongest Beijing’s non-capital functions and will host administrative and institutional units, corporate head offices financial institutions, universities, research institutes and other organizations evacuated from Beijing.” I bet workers who have already gone through the expensive and difficult process of buying their own condos in Beijing will just love being forced to move an hour away.
  • “The initial planning area is about 100 square kilometers, with plans to slowly expand to an eventual area of about 2,000 square kilometers.” 2,000 square kilometers works out to about 772 square miles, or larger than Houston, one of America’s most sprawling cities.
  • “Average folks have wondered why did the central government put this new area…in a sparsely populated and heavily polluted poor rural area.”
  • The idea seems to be to bring Beijing, Tianjin and Xiongan into a single economic circle with a population of 130 million.
  • Deng Xiaoping, Jiang Zemin, and Hu Jintao each decreed creation of their own special areas, and Xi is following in their footsteps.
  • After the new area was announced, “real estate speculators from all over the country flocked overnight. The local property price soared from 4 000 RMB per square meter to 40,000 RMB, catching up with the first tier cities such as Beijing and Shanghai.”
  • There was an explosion of construction, but then it stopped.
  • “For more than five years, the large-scale construction of the Xiongan New Area didn’t move. The streets were empty, and people from outside had left one after another.”
  • A high speed rail station said to be the largest in Asia the size of “66 soccer stadiums” has only one train a day.
  • “In August 2021, the CCP issued a regulation that downgraded Xiongan to a regional level jurisdiction.” So instead of being it’s own special area, it’s now run by Hebei province, which means “this ‘Millennium Project’ is no longer possible, and the central government has simply dumped this hot potato on the local government.”
  • Official use words like “expedite, start construction, registering land, basically confirmed, etc didn’t explain any more specific progress. This actually allowed the public to read its true meaning, that is there is no substantial progress.”
  • The same pagoda seems to have been constructed several times.
  • “No one wants to go there at all. Even if you force them out of Beijing, they still don’t want to go there. There are no actions from the universities either.”
  • Chinese people think the area has bad “Feng Shui,” and it’s in a low-lying area near a lake that used to be flooded. The local lake and river also have very poor water quality. “However, the [water] treatment project hasn’t yet been completed.”
  • “Xiongan New Area is like building a mansion in a garbage dump, and people don’t want to live there.”
  • “More than five years later, no decent state-owned enterprises have really moved to Xiongan.”
  • “Given China’s objection to objective reality, the only way to make people move to Xiongan is by force. This is what happened in 2017, when the Beijing government forcibly evicted the so-called low-end population and people took to the streets in protest.”
  • Shenzhen New Area benefited from China’s opening, foreign investment and proximity to Hong Kong. “The dysfunctional mechanism of the CCP which had suppressed economic momentum for decades was released at the moment when the country opened its doors, so that Shenzhen could rise with the momentum.”
  • By contrast, Xiongan suffers from global economic headwinds and local finances are “very poor.”
  • Banks poured money into the area, accompanied by corruption. Natives forced out of their homes got low compensation and the new homes were shoddy. Many still haven’t found new homes.
  • “Videos provided by local residents show that the most common problems with homes are water leaks cracked exterior walls and sinking floors in some homes water leaked all over the floor.” A video shows a stairway turning into a waterfall during heavy rain.
  • It’s hard to find on Google maps, but I think this spot shows the same cookie cutter buildings seen in the video.

    Ghost city, tofu dregs, rotten tail; parts of Xiongan seem to check all three boxes.

    *Note: Hebei Province is completely different from Hubei Province further south…

    Russia Says It’s Expanding Military To 1.5 Million

    Wednesday, January 18th, 2023

    As Peter Zeihan noted in yesterday’s video, Russia says they’re expanding their military manpower to 1.5 million.

    Russia detailed plans Tuesday to expand its military to 1.5 million personnel over the next few years, a move that comes as Ukraine warns that Moscow may be planning an offensive and increased tensions between Moscow and the United States and its allies. 

    Defense Minister Sergei Shoigu announced the troop increase, which is expected to be complete by 2026, according to Russian state news agency, TASS. 

    Russia will also create military districts in Moscow and St. Petersburg, and an army corps will be created in the Republic of Karelia along Russia’s border with Finland, The Wall Street Journal reported. In addition, Moscow will set up “self-sufficient” units in Russian-held territories of Ukraine, Shoigu said.

    “Only by strengthening the key structural components of the Armed Forces is it possible to guarantee the military security of the state and protect new entities and critical facilities of the Russian Federation,” Shoigu said, according to Reuters.

    The announcement comes as Moscow faces setbacks on the battlefield in neighboring Ukraine. Since its 2022 invasion, Russia has been bogged down in Ukraine’s east despite some territorial gains.

    Russia’s military has around 1 million troops.

    The question I have is: How is Russia going to equip and train these 500,000 new conscripts when they’ve hardly been successful providing equipment for their previous conscripts?

    Have they gotten better in the last few months? Well, it would be hard to top their previous “stick a tampon in your wound” level of incompetence. The hard-won success in taking Soledar suggests some improvement in tactics, but since most of the success was accomplished by the Wagner group, it says nothing about Russian conscripts being better equipped or trained.

    On paper, there’s nothing to prevent the Russians from churning out more field kits, uniforms, small arms, ammunition and bandages with which to equip their new conscripts. None of those things require high tech components. But thus far they’ve proven singularly incapable of supplying them to their troops.

    Throwing bodies at the problem is a classic Russian war strategy, but absent a miraculous increase in basic competence, the latest move shows little promise to win the war in Ukraine for Russia, even if they are capable of rounding upo another 500,000 Russians to throw into the meat-grinder. .

    German Dam On Ukraine Aid Finally Bursts

    Tuesday, January 17th, 2023

    For most of last year there was a recurring pattern for German military aid to Ukraine:

  • The German government would talk about sending various types of modern military equipment to Germany.
  • The German government would actually send Ukraine numerous pallets of Diddly and Squat.
  • I almost did a post on “What’s holding up the German weapons pipeline?” Now, thanks to Peter Zeihan, we know that clog has a name: Christine Lambrecht, the German Defense Minister, who just resigned.

    Takeaways:

  • Lambrecht is not somebody with defense experience. She’s a politico. She has been up relatively high in Germany’s Social Democratic Party, which is a center-left party for decades. So it’s not that she’s a nobody, it’s just she doesn’t have a lot of skills that are appropriate to her current portfolio. This has not been a problem. In fact her specific, deliberate, intentional incompetence and defense matters in many ways was seen by the SPD as a plus.

    Until the Russo-Ukrainian War.

  • “The general position in Germany as a whole, and specifically in the SPD, was that the Defense Ministry itself is unnecessary, that in the aftermath of the Cold War, the threat to Germany is gone.”
  • Plus the deep-seated problem of all Germany’s Historical Unpleasantness.

  • So for the Germans, the post-cold war environment in Europe has been the best it’s ever been. You’re talking about a golden age, because NATO has provided defense, but all the countries that border Germany are either neutral, like Switzerland, or are members of NATO, which is basically everyone else. And in that sort of environment, the Germans can kind of dither and become pacifist socialists. Which, to be perfectly blunt, looking at the long stretch of German history is much, much, much, much, much, much better for everyone than the alternative.

  • “Lambrecht was put in charge of the Defense Ministry to basically continue slowly sliding it into functional oblivion.”
  • “That doesn’t work in an environment where the Russians are back on the warpath, and the Germans need to be starting thinking not just about 20th century military strategy, but 19th century military strategy, and Lambrecht was completely unprepared, professionally, personally and ideologically for this sort of shift.”
  • Indeed, she was a poor fit for a Germany doubling its defense budget. Plus, she hates the U.S.
  • “The Russians are not just mobilizing, but mobilizing in force. They’re finally beginning significant industrial upgrades. They’re finally starting to churn out missiles and ammo and tanks and numbers. And they are finally doing a full-scale mobilization. This isn’t the 300,000 that they did a few weeks ago. We’re talking about at least another half a million men likely being in the theater within a very few number of months.” Not sure where he’s getting this info, only see references to Russia considering it. (Unless my speculation that Russia was carrying out a full mobilization under the guise of a partial mobilization was on the mark.)
  • Germany may now finally move on approving other countries transferring Leopard 2 tanks to Ukraine. “There are a number of countries, specifically Denmark and Poland, who have been pressuring the Germans in order to allow them to take these exported tanks and then send them on to Ukraine. That requires Berlin’s approval, and Berlin at this point has been demurring. But the coalition now involves almost every single country that the Germans have sold the Leopards, to and so all of a sudden with Lambrecht gone, all of this is in motion, and I think we’re going to see the Germans relent.”
  • Faster, please.

    Finally, all of this is just an excuse to embedded this classic Norm Macdonald bit about Germany. “I’m not sure if any of you are history buffs…”