Posts Tagged ‘Odessa (Ukraine)’

Turkey Bitchslaps Russia

Saturday, November 5th, 2022

Commenter Greg The Class Traitor asked about this on another thread, so I thought I would throw this Anders Puck Nielsen video up with a bit of context.

Basically Ukraine managed to hit (but not sink) some Russian warships in Sevastopol harbor with some waterborne drones, and Putin threw a hissy fit, declaring the Ukrainian grain export deal was off. Turkey promptly went “No it isn’t” and said exports would continue with Turkish flags on the grain ships in question, causing Russia to back down and rejoin the deal pretty much immediately.

Historically, there’s no love lost between Turkey and Russia. (Honestly, you could swap out any other of either of those two country’s neighbors in that sentence, and it would still be true.) The fact that there were ten different Russo-Turkish wars (plus the Crimean War and World War I) should give you an inkling of how deep and bitter that enmity extends. That’s one of the factors that made NATO such a useful ally against the Soviet Union during the Cold War. Even today, Russia and Turkey are fighting a quasi-proxy war between Russian-backed Armenia and Turkish-backed Azerbaijan over Nagorno-Karabakh, and Russia is on the losing end there as well.

Let’s look at Russia’s backdown over the grain deal.

Takeaways:

  • “It looks like a diplomatic defeat in a stand-off with Turkey, and it shows that Russia is essentially unable to control the maritime domain in the Black Sea.”
  • “Russia was clearly very upset about the attack. It was a big deal in the Russian media, and they put a lot of effort into portraying it as a terrorist attack. And just to be clear, when there is a war going on, it is not terrorism to attack the opponent’s military.” This is clearly a “Duh!” point, but one worth spelling out given the vast swarms of pro-Russian bots who argue otherwise.
  • “The deal was made such that it had a duration of 120 days, so it was up for renewal in November…For quite a while is has seemed that Russia has been unhappy about the grain deal. I don’t think they had expected that it would be such a big success.”
  • “As I am recording this we are up to 477 shipments and more than 10 million tons of cargo. That’s a lot. I don’t think the Russians had expected Ukraine to be able to make a safe corridor that quickly.”
  • “If we remember how the war was going back in July, then Russia was still on the offensive. People were still talking about Russia closing the land corridor to Transnistria and maybe taking Odessa. So from a Russian perspective the idea might well have been that the deal would never work. Because it was going to take months for Ukraine to make a safe corridor, and before that time, Ukraine would have lost the access to the ports.”
  • “But what happened was that the grain deal did become a success. Ukraine has made a lot of money from exporting its agricultural products, and it has reduced the prices of food on the global markets.”
  • “What this grain does is that it reduces the prices on the global market, so that people in the third world can also afford to buy food. And then it helps the economy because it reduces inflation. But for Russia right now it is a point to have a big economic crisis in the West, and the Ukrainian economy is supposed to be terrible.”
  • “Turkey was not going to accept that the deal would fall on the ground. So they made it clear that the grain shipments were going to continue, and that they were going to provide the ships to do it, if necessary. And that gave Russia the challenge that if they withdrew from the deal, but it didn’t have any consequences, then it would be embarrassing. Because it would demonstrate that Russia is unable to control the events.”
  • “The Russian navy can’t actually operate with surface warships close to the Ukrainian coastline, because Ukraine has land based anti-ship missiles, so it would be really hard to interdict the grain traffic. And using long-distance air strikes or submarine attacks on UN cargo ships that are transporting grain to the world to avoid a food crisis…it would turn everybody against Russia. It’s just impossible to explain.”
  • “Maybe it could even lead to a military confrontation with Turkish warships that were protecting the shipments. So in other words, Erdogan called Putin’s bluff.”
  • “What this shows is basically two things. It shows that the relationship between Turkey and Russia, it now that Turkey that has the stronger position. It is now Erdogan that tells Putin how things will be. And then it shows that the Russian Black Sea Fleet can’t enforce a blockade on Ukrainian harbors. And if they can’t do that, then I will say that it is getting more and more difficult to see what the role of the Russian navy actually is in this war.”
  • Plus, if Russia had actually attacked Turkish ships, that would probably lead directly to a military conflict with NATO. And while I’m sure that before Russo-Ukrainian War, there were many Russian ultranationalists who loudly declared that Russia could win a war against NATO, Russian military performance has been so lousy that only the most hopelessly self-deluded could believe that now.

    (By the way, my Internet was restored Friday. It turns out three people on my block were affected, so it was a narrowspread outage, evidently because the “traps” were too old to handle a recent network upgrade. I’ll try to do the LinkSwarm on Sunday, if I have time.)

    Russia Hits Ukraine With Terror Missiles

    Monday, October 10th, 2022

    Following the successful strike on the strategically important Kerch Straight Bridge, Russia responded by launching a volley of missiles into random neighborhoods in Kiev and elsewhere.

    A series of deadly blasts rocked central Kyiv Monday morning, shattering months of relative calm in the Ukrainian capital a day after Russia’s leader blamed Ukraine for an explosion on a key Crimea bridge.

    At least eight people were killed and 24 were injured in just one of the Kyiv strikes, according to preliminary information, said Rostyslav Smirnov, an adviser to the Ukrainian ministry of internal affairs.

    The Kyiv explosions marked the start of an intensive wave of attacks on targets across Ukraine, with conflicting reports suggesting the blasts were caused by missiles or suicide drones.

    Kyiv mayor, Vitali Klitschko, said in a statement on Telegram that there were “several explosions in the Shevchenkiv district — in the center of the capital.”

    He later said there were “several hits on objects of the city’s critical infrastructure,” adding that there were casualties.

    Lesia Vasylenko, a member of Ukraine’s parliament, posted a photo on Twitter showing that at least one explosion occurred near the main building of the Kyiv National University in central Kyiv.

    Ukraine managed to hit a strategically important bridge. Russia managed to hit a pedestrian bridge.

    Take that, power walkers!

    Indiscriminate attacks on civilians are not only wrong and a potential war crime, but worse for Russia, they’re also counterproductive and ineffective. We’ve know since The Blitz in World War II that wanton destruction of civilian buildings and infrastructure only hardens the resolve of the targeted populace. Using up missile in pointless displays of impotent fury only makes Putin’s Russia look like even bigger losers.

    Peter Zeihan: World Agricultural Output Is Screwed, US Output Is Not

    Monday, August 1st, 2022

    Peter Zeihan (him again) spoke at Iowa’s Swine Day on the topic of Agriculture at the End of the World:

    At lot of this is Zeihan’s polished Greatest Hits presentation (Deglobalization, the need to stop Russia in Ukriane to prevent a future conflict with NATO that would go nuclear, China’s demographic crash, the cult of personality/isolation of Xi Jinping, China’s absurd never-ending Flu Manchu lockdowns, etc.), but here are some highlights of specific agriculture topics:

  • Russia isn’t just destroying population centers in Ukraine, it’s deliberately targeting Ukraine’s agricultural infrastructure, including grain silos.
  • Odessa is not a normal city. It is at the mouth of the Nipur river, which is kind of their equivalent of the Mississippi, and it is also their manufacturing center. It’s a cultural hub. It’s a financial center. It is New York and Houston and St. Louis and Chicago and New Orleans all in one. And if the Russians succeed in capturing it, that is the end of Ukraine as a modern economic entity. Right now Odessa is under blockade. They can’t export anything. This has been the source of 95 of their exports to this point.

    Note: I think this speech was actually given June 30, which predates the grain export corridor agreement.

  • China’s pork industry got hit hard by swine flu three years ago, and they’re probably getting hit by it now.
  • They’re trying to regrow the swine industry with subsidies, but that’s just resulted in “Two million people who have no idea what they’re doing” buying the wrong kinds of feed.”
  • “If they don’t have pork, all they’ve got left is rice. Rice is the most phosphate input intensive crop.”
  • “The Chinese have traditionally been the world’s largest producer and exporter of phosphate, ’cause it’s a food security issue. Well they’ve stopped all exports until further notice. So we’ve lost potash because of the Ukraine War. We’ve lost phosphate because of Chinese mismanagement.”
  • Skipping over the oil stuff, but Texas is sitting pretty because it’s easier and quicker to bring shale oil production online.
  • Did I already mention that Zeihan says Russia is probably going to lose Siberian well use because if they can’t ship it off, it freezes in the permafrost?
  • “We’re not looking at a recession, we’re looking at an energy-induced depression that’s already affecting multiple continents. But not here…The baseline here are pretty good.”
  • The effect of reduced fertilizer supply to the rest of the world? “This is famine. We will have it again in the fourth quarter of this year…a half a billion to a billion people will suffer malnutrition.”
  • If you stop growing wheat on marginal land due to fertilizer shortage, you start growing it on your better land, and your export output collapses.
  • “The volume of internationally traded agricultural commodities is in the early stages of collapse.”
  • The Brazilian Serato is heavily dependent on external inputs from abroad. We, on the other hand, get the overwhelming majority of our fertilizer inputs nationally and from Canada.
  • “There is no Brazilian agricultural sector without Russian involvement. And Russian involvement is going away. It’s the world’s largest source of soy exports. And without global soy exports, there is not a global pork industry. Except here. And if we’re being nice, Canada too.”
  • Argentina will probably do fine as well.
  • “Your mid case scenario should be inflation of nine to 15% for at least the next five years.”
  • “You are looking at the fastest expansion in farm incomes, per person, and per acre that we have ever seen in this country’s history, and it will last for at least the remainder of this decade.”
  • I think Zeihan has a tendency to overstate the case sometimes, but he’s more right than wrong…

    Russia Signs Grain Export Corridor Agreement With Ukraine, Then Promptly Attacks Export Port

    Sunday, July 24th, 2022

    Amid fears of worldwide food shortages due to the Russo-Ukrainian war, Russia and Ukraine signed an agreement to reopen sea corridors to allow food exports from the Ukrainian port of Odessa to recommence.

    Then Russia hit Odessa with missiles.

    World leaders swiftly condemned the Russian missile strike on a Ukrainian port, a dramatic revelation amid a U.N.-brokered deal that secured a sea corridor for grains and other foodstuff exports.

    A day prior, representatives from the U.N., Turkey, Russia and Ukraine signed an agreement to reopen three Ukrainian ports, an apparent breakthrough as the Kremlin’s war on its ex-Soviet neighbor marches into its fifth month.

    The deal, signed in Istanbul and set to be implemented in the next few weeks, follows a months-long blockade of dozens of Ukrainian ports sprinkled along the Sea of Azov and the Black Sea.

    The strike on Odesa, Ukraine’s largest port, illustrates yet another anxious turn in fruitless efforts to mitigate a mounting global food crisis.

    Given how many agreements and treaties Putin violated by occupying parts of Ukraine and then launching the current war, there’s no reason to believe that Putin will adhere to the terms of any agreement.

    The path to lasting peace in Ukraine is complete destruction and ejection of invading Russian forces.

    Russo-Ukrainian War Update for March 17, 2022

    Thursday, 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
  • Russo-Ukrainian War Update for February 27, 2022

    Sunday, February 27th, 2022

    The Russian offensive in Ukraine continues to bog down against stiff resistance, Putin puts his nukes on alert, a rumor of peace talks, momentum to suspend some Russian banks from SWIFT builds, and a whole lot of aid from the rest of the world is pouring into Ukraine.

  • Russia evidently didn’t expect the fierce resistance they received in Ukraine:

    Russia invaded Ukraine from three sides on Wednesday night Eastern time, and as of now, early afternoon Saturday, the Russian army has yet to seize any Ukrainian cities.

    This morning, a senior defense official at the Pentagon briefed reporters and declared, “We continue to believe, based on what we have observed that this resistance is greater than what the Russians expected and we have indications that the Russians are increasingly frustrated by their lack of momentum over the last 24 hours particularly in the north parts of Ukraine… As of this morning we have no indication still that the Russian military has taken control over any cities. As of this morning we still believe that Russia has yet to achieve air superiority. Ukrainian air defenses including aircraft do continue to be operable and continue to engage and deny access to Russian aircraft in places over the country.”

    There is an intriguing but unverified claim from Ukrainian intelligence that Putin is furious, that he expected a quick surrender from Kiev, and that the invading Russian forces weren’t equipped for a long war – and that after ten days, the Russian forces will face serious problems with supply lines, fuel, equipment, ammunition, etc. Maybe this is just Ukrainian propaganda, meant to keep up morale for the next week or so. But there are some intriguing anecdotes of Ukrainians hitting Russian supply columns and videos of Russian tanks running out of fuel. (It turns out supply chain problems are just everywhere these days!)

    Sending in armored columns without dedicated infantry, artillery and air support is a big risk, big reward move. Patton did it successfully in the race across France in 1944, but he had air superiority, a friendly population, and the greatest war machine ever assembled in the history of mankind up to that time backing him, and even he had to halt when he outran his supply lines.

    Putin’s initial goal, the Russian reabsorption of Ukraine or the transformation of it into a lackey state of a renewed Russian empire, is now probably impossible. Any Russian-backed Ukrainian puppet government is likely to be vehemently rejected by the Ukrainian people. Russian forces will find it difficult to go out on patrol when every citizen’s got a rifle and every grandma on every street corner is handing them sunflower seeds, telling them they are going to be fertilizer soon.

    Russia may take large chunks of Ukraine, but they will have an exceptionally difficult time keeping it.

  • Why the Russians are struggling:

    The last three days of combat should put a serious dent in the reputation of this new Russian army. We should, however, try to understand why the Russians are struggling. First, the Russian army’s recent structural reforms do not appear to have been sufficient to the task at hand. Second, at the tactical and operational level, the Russians are failing to get the most out of their manpower and materiel advantage.

    There has been much talk over the last ten years about the Russian army’s modernization and professionalization. After suffering severe neglect in the ’90s, during Russia’s post-Soviet financial crisis, the army began to reorganize and modernize with the strengthening of the Russian economy under Putin. First the army got smaller, at least compared to the Soviet Red Army, which allowed a higher per-soldier funding ratio than in previous eras. The Russians spent vast sums of money to modernize and improve their equipment and kit — everything from new models of main battle tanks to, in 2013, ordering Russian troopers to finally retire the traditional portyanki foot wraps and switch to socks.

    But the Russians have also gone the wrong direction in some areas. In 2008, the Russian government cut the conscription term from 24 to twelve months. As Gil Barndollar, a former U.S. Marine infantry officer, wrote in 2020:

    Russia currently fields an active-duty military of just under 1 million men. Of this force, approximately 260,000 are conscripts and 410,000 are contract soldiers (kontraktniki). The shortened 12-month conscript term provides at most five months of utilization time for these servicemen. Conscripts remain about a quarter of the force even in elite commando (spetsnaz) units.

    As anyone who has served in the military will tell you, twelve months is barely enough time to become proficient at simply being a rifleman. It’s nowhere near enough time for the average soldier to learn the skills required to be an effective small-unit leader.

    Yes, the Russians have indeed made efforts to professionalize the officer and the NCO corps. Of course, non-commissioned officers (NCOs) have historically been a weakness of the Russian system. In the West, NCOs are the professional, experienced backbone of an army. They are expected to be experts in their military speciality (armor, mortars, infantry, logistics, etc.) and can thus be effective small-unit commanders at the squad and section level, as well as advisers to the commanders at the platoon and company level. In short, a Western army pairs a young infantry lieutenant with a grizzled staff sergeant; a U.S. Marine Corps company commander, usually a captain, will be paired with a gunnery sergeant and a first sergeant. The officer still holds the moral and legal authority and responsibility for his command — but he would be foolish to not listen to the advice and opinion of the unit’s senior NCOs.

    The Russian army, in practice, does not operate like this. A high proportion of the soldiers wearing NCO stripes in the modern Russian army are little more than senior conscripts near the end of their term of service. In recent years, the Russians have established a dedicated NCO academy and cut the number of officers in the army in an effort to put more resources into improving the NCO corps, but the changes have not been enough to solve the army’s leadership deficit.

    Now, let’s talk about the Russian failures at the operational and tactical level.

    It should be emphasized again that the Russian army, through sheer weight of men and materiel, is still likely to win this war. But it’s becoming more and more apparent that the Russians’ operational and tactical choices have not made that task easy on themselves.

    First, to many observers, it’s simply shocking that the Russians have not been able to establish complete air superiority over Ukrainian air space. After three days of hostilities, Ukrainian pilots are still taking to the skies and Ukrainian anti-air batteries are still exacting a toll on Russian aircraft. The fact that the Russians have not been able to mount a dominant Suppression of Enemy Air Defenses (SEAD) campaign and yet are insistent on attempting contested air-assault operations is, simply put, astounding. It’s also been extremely costly for the Russians.

    To compound that problem, the Russians have undertaken operations on multiple avenues of advance, which, at least in the early stages of this campaign, are not able to mutually support each other. Until they get much closer to the capital, the Russian units moving north out of Crimea are not able to help the Russian armored columns advancing on Kyiv. The troops pushing towards Kyiv from Belarus aren’t able to affect the Ukrainians defending the Donbas in the east. As the Russians move deeper into Ukraine, this can and will change, but it unquestionably made the opening stages of their operations more difficult.

    Third, the Russians — possibly out of hubris — do not appear to have prepared the logistical train necessary to keep some of their units in action for an extended period of time. Multiple videos have emerged of Russian columns out of gas and stuck on Ukrainian roads.

    The classic saying is “Amateurs talk about tactics, but professionals study logistics” (attributed to Marines Corps commander Gen. Robert H. Barrow, but I suspect the general sentiment is much older). An army runs on its stomach, and a modern mechanized army runs on its gas tank, and something has clearly gone wrong in with Russian logistical support for this war.

  • Russia seemed to have expected Ukrainian President Volodymyr Zelenskyy to fold. He hasn’t.

    America offered to evacuate Ukrainian President Volodymyr Zelenskyy. Zelenskyy replied, “The fight is here; I need ammunition, not a ride.”

    Zelenskyy’s reply was reminiscent of past heroes in times of war: Gen. Anthony McAuliffe who replied in “NUTS” in response to the German demand for surrender at Bastogne during the Battle of the Bulge in 1944; and the Texans striving for independence from dictator Santa Anna’s Mexico with their “Come and Take it Flag,” which was itself appropriated from Spartan King Leonidas and his response the Persian surrender demand at the Battle of Thermopylae.

    This bravery, in a day when modern communications allow all Ukrainians and the world to see it, has rallied Ukrainians to defend their nation. And now that the fighting has gone on for three days, what might that mean?

    Russian President Putin is said to have assembled 200,000 troops for the invasion. It is estimated that half of them have been committed so far. Further, Putin has called on 10,000 battle-hardened Chechen mercenaries. More than half of Russian forces are likely committed to the battle of Kyiv.

    Ukraine has 245,000 active-duty members, but most are in the east, facing the Russian-led and equipped militia in the separatist regions of Donetsk and Luhansk. Ukraine also has another 220,000 reservists. Many of these are spread across the nation slightly larger than the state of Texas.

    The strategic target is Kyiv and its independent government. To move the reservists to the fight, they must contend with Russian air superiority, slowing their march. More importantly, given this struggle for national survival, 7,000,000 men of military age and fit for military service are taking up arms. Every day, many more older men — and many Ukrainian women — are also being issued weapons, making Molotov cocktails, and joining the fight.

    The ongoing Ukrainian mobilization means that the Russian military will soon be outnumbered most everywhere on the battlefield. The Ukrainians may not have the same level of modern equipment — missiles, jets, helicopter — but they have numbers and will power. And, the Russians need to eat, they need fuel, and ammunition — their resupply trucks must get through. They won’t, not in large enough numbers; everyday Ukrainians will see to that.

  • General update from late yesterday:

    Russian forces’ main axes of advance in the last 24 hours focused on Kyiv, northeastern Ukraine, and southern Ukraine. Russian airborne and special forces troops are engaged in urban warfare in northwestern Kyiv, but Russian mechanized forces are not yet in the capital. Russian forces from Crimea have changed their primary axes of advance from a presumed drive toward Odesa to focus on pushing north toward Zaporizhie and the southeastern bend of the Dnipro River and east along the Azov Sea coast toward Mariupol. These advances risk cutting off the large concentrations of Ukrainian forces still defending the former line of contact between unoccupied Ukraine and occupied Donbas. Ukrainian leaders may soon face the painful decision of ordering the withdrawal of those forces and the ceding of more of eastern Ukraine or allowing much of Ukraine’s uncommitted conventional combat power to be encircled and destroyed. There are no indications as yet of whether the Ukrainian government is considering this decision point.

    Ukrainian resistance remains remarkably effective and Russian operations especially on the Kyiv axis have been poorly coordinated and executed, leading to significant Russian failures on that axis and at Kharkiv. Russian forces remain much larger and more capable than Ukraine’s conventional military, however, and Russian advances in southern Ukraine may threaten to unhinge the defense of Kyiv and northeastern Ukraine if they continue unchecked.

    Key Takeaways

    • Russia has failed to encircle and isolate Kyiv with the combination of mechanized and airborne attacks as it had clearly planned to do. Russian forces are now engaging in more straightforward mechanized drives into the capital along a narrow front along the west bank of the Dnipro River and toward Kyiv from a broad front to the northeast.
    • Russian forces have temporarily abandoned failed efforts to seize Chernihiv and Kharkiv to the northeast and east of Kyiv and are bypassing those cities to continue their drive on Kyiv. Russian attacks against both cities appear to have been poorly designed and executed and to have encountered more determined and effective Ukrainian resistance than they expected.
    • Russian movements in eastern Ukraine remain primarily focused on pinning the large concentration of Ukrainian conventional forces arrayed along the former line of contact in the east, likely to prevent them from interfering with Russian drives on Kyiv and to facilitate their encirclement and destruction.
    • Russian forces coming north from Crimea halted their drive westward toward Odesa, and Ukrainian forces have retaken the critical city of Kherson. Some Russian troops remain west of the Dnipro River and are advancing on Mikolayiv, but the main axes of advance have shifted to the north and east toward Zaporizhie and Mariupol respectively.
    • Russian forces have taken the critical city of Berdyansk from the west, threatening to encircle Mariupol even as Russian forces based in occupied Donbas attack Mariupol from the east, likely to pin defenders in the city as they are encircled.
    • Russian successes in southern Ukraine are the most dangerous and threaten to unhinge Ukraine’s successful defenses and rearguard actions to the north and northeast.
    • Russian troops are facing growing morale and logistics issues, predictable consequences of the poor planning, coordination, and execution of attacks along Ukraine’s northern border.

    Here’s a Livemap snapshot of the conflict:

    It appears that the various armored column incursions were secondary to or distractions from the attempted paratroop-powered decapitation strike to be launched from Antonov International Airport. When that went awry (as airborne assaults often do; see the SNAFU that was Operation Market Garden in World War II), there appeared to be no coherent backup plan.

    Indeed, the entire operation seems to have been hastily planned and executed, which is odd, since Ukraine has obviously been much on Putin’s mind since 2014.

  • Here’s a Twitter thread showing destroyed Russian (and occasionally Ukrainian) vehicles and equipment.
  • Here’s another one reportedly from Bucha, just north of Kiev:

  • From the same thread:

    This is not the way competent troops act in hostile urban environments. It’s like the Russian army forgot all they learned from getting their asses kicked in the First Battle of Grozny, where driving ill-supported mechanized columns filled with untrained conscripts into the city resulted in horrible losses for the Russians.

    The Kiev assault seems even less thought out, and their opponents appear much better equipped and trained than the Chechens were.

  • On the other hand, here’s a report that Kiev is surrounded. I’d take that with several grains of salt.
  • Putin puts Russian nuclear forces on alert. The idea that Putin would actually contemplate nuclear war with the west because his own ill-conceived and badly-executed invasion of Ukraine has gone off the rails is hardly credible. Russia would be annihilated.

    “As you can see, not only do Western countries take unfriendly measures against our country in the economic dimension – I mean the illegal sanctions that everyone knows about very well – but also the top officials of leading NATO countries allow themselves to make aggressive statements with regards to our country,” Putin said on state television.

    “Mommy, they’re saying bad things about me!” Those unfriendly measures would, of course, stop instantly if Putin were to withdraw his forces from the territory of other sovereign nations.

  • Here’s a video of Putin explaining himself:

    Does that look or sound like an all-powerful conqueror at the top of his game? No, that’s the tone and the body language of a guy trying to explain why he just fucked up. “We had no other choice!” Yeah, except, you know, not invading another country.

  • There are evidently plans for talks between Ukrainian and Russian delegations on the Ukraine border with Belarus. Don’t expect much. Zelenskyy: “I do not really believe in the result of this meeting, but let them try, so that no citizen of Ukraine would have any doubt that I, as president, did not try to stop the war when there was even a small chance.”
  • Ukraine says its been resupplied with air-to-air missiles.
  • The U.S. is sending $350 million in military aid. “The defense aid will include anti-armor, small arms and various munitions, and body armor and related equipment.” Let’s hope none of it disappears into the pockets of people connected to members of the Senate Foreign Relations Committee…
  • In a reversal of official policy, Germany is sending 1,000 anti-tank weapons and 500 Stinger missiles to Ukraine, and also allowing countries that have bought German military equipment to reexport to Ukraine.
  • They’re also sending RPGS.
  • Speaking of reversing course, Germany has also done an about-face and is now in favor of removing some Russian banks from SWIFT. “The sanctions, agreed with the United States, France, Canada, Italy, Great Britain and the European Commission also include limiting the ability of Russia’s central bank to support the ruble.” I get the impression that the Eurocrats were hesitant to cut Russia off from SWIFT because they thought it would be a useless gesture. Now that Russia’s invasion has gone off the rails, they’re rethinking. The quick reverse also indicates how pissed they are at Russia right now.
  • Sweden will send military aid to Ukraine, including anti-tank weapons, helmets and body armour.”
  • Australia is sending money for lethal aid.
  • Even broke Greece is sending aid.
  • Europe has effectively closed its airspace to Russia:

  • “Viral tweet about Republican senators voting to deny Ukraine military aid is thoroughly debunked.”
  • We could be heroes, just for one day.

  • A final word: There are a few Twitter pundits suggesting that some sort of “wag the dog” scenario of a fake war might be unfolding in Ukraine. I don’t buy it. There’s too much real reporting from too many points in Ukraine for such an elaborate, two-part deception to be unfolding. Lots of weird things happen in warfare.

    I will say one thing: The manifest incompetence with which Russia has tried to carry out this assault suggests that Putin felt he had to launch it then due to some sort of time pressure or deadline, but I don’t know what it is. Maybe Putin has late stage cancer, or he felt Ukraine was about to join NATO, or a major Russian oilfield is about to run dry. Whatever it is, this war appears to be a panic move that’s gone very badly for Putin.

    Russo-Ukrainian War Update for February 24, 2022

    Thursday, February 24th, 2022

    And the war came.

    BBC correspondents heard loud bangs in the capital Kyiv, as well as Kramatorsk in the Donetsk region of eastern Ukraine. Blasts have also been heard in the southern port city of Odesa.

    Ukraine’s President Volodymyr Zelensky said Russia had carried out missile strikes on Ukraine’s infrastructure and on border guards.

    Russia’s defence ministry has denied attacking Ukrainian cities – saying it was targeting military infrastructure, air defence and air forces with “high-precision weapons”.

    Tanks and troops have poured into Ukraine at points along its eastern, southern and northern borders, Ukraine says.

    Russian military convoys have crossed from Belarus into Ukraine’s northern Chernihiv region, and from Russia into the Sumy region, which is also in the north, Ukraine’s border guard service (DPSU) said.

    Belarus is a long-time ally of Russia. Analysts describe the small country as Russia’s “client state”.

    Convoys have also entered the eastern Luhansk and Kharkiv regions, and moved into the Kherson region from Crimea – a territory that Russia annexed from Ukraine in 2014.

    If multiple Russian convoys just crossed the border without significant opposition from ground troops (either tanks or hidden soldiers with antitank and RPGs) it’s quite the indictment of Ukrainian war-planning.

    The Russian offensive was preceded by artillery fire and there were injuries to border guards, the DPSU said.

    There have also been reports of troops landing by sea at the Black Sea port cities of Mariupol and Odesa in the south. A British resident of Odesa told the BBC many people were leaving.

    As I mentioned last night, Putin’s fiction that this is “a military operation in Ukraine’s eastern Donbas region” is an obvious lie. Here’s a tweet highlighting the wide range of Russia’s operations:

    Here’s a snapshot of the Livemap of the Russian invasion:

    Ukrainians are discovering that modern warfare isn’t a great respecter of conventions:

    (Some of the footage circulating on Twitter is evidently from previous conflicts. Hopefully the above are not among them, but if they are let me know.)

    There are conflicting reports on whether Antonov International Airport on the outskirts of Kiev is currently in Russian hands or not. The fighting there has reportedly gone back and forth.

    More from National Review:

    At least 16 cities in Ukraine are reporting explosions. Footage of cruise missiles flying over Ukrainian heads is appearing on social media. Apparently, a Russian soldier parachuting into Ukraine has posted video of himself on TikTok. There are reports that Belarusian military forces have joined the Russian forces in attacks on Ukrainian border guards.

    We are witnessing, on our television screens and through the web, the largest land war in Europe since 1945, an unprovoked attack by an autocratic superpower with nuclear weapons against a flawed but independent democracy that had committed no crime or provocation. The world is less safe today than it was at the start of the week. Many Ukrainians are already dead, some Russian forces have likely also been killed, and a lot more people will die in the near future.

    This is exactly the nightmare scenario that U.S., NATO, and European Union policy aimed to prevent; short of a Russian invasion of NATO member states, this is the worst-case scenario. This is not another relatively small-scale, minimal-conflict land grab like the Russian seizure and occupation of Crimea in 2014. This is the full wrath of the Russian war machine coming down like a ton of bricks on a country of 80 million people.

    Russian forces are also trying to take the Chernobyl nuclear power plant.

    Some links and observations:

  • Ukraine spent about one-fifth of its 2021 budget on security and self-defense, $9.6 billion of $47.65 billion. That’s not nothing, but it clearly wasn’t enough to deter Putin.
  • The grandees of the Democratic Party are treating the situation with the exact level of gravitas you would expect:

  • Here’s an essay by Stephen M. Walt on how this war came from liberal western policy delusions:

    At the most basic level, realism begins with the recognition that wars occur because there is no agency or central authority that can protect states from one another and stop them from fighting if they choose to do so. Given that war is always a possibility, states compete for power and sometimes use force to try to make themselves more secure or gain other advantages. There is no way states can know for certain what others may do in the future, which makes them reluctant to trust one another and encourages them to hedge against the possibility that another powerful state may try to harm them at some point down the road.

    Liberalism sees world politics differently. Instead of seeing all great powers as facing more or less the same problem—the need to be secure in a world where war is always possible—liberalism maintains that what states do is driven mostly by their internal characteristics and the nature of the connections among them. It divides the world into “good states” (those that embody liberal values) and “bad states” (pretty much everyone else) and maintains that conflicts arise primarily from the aggressive impulses of autocrats, dictators, and other illiberal leaders. For liberals, the solution is to topple tyrants and spread democracy, markets, and institutions based on the belief that democracies don’t fight one another, especially when they are bound together by trade, investment, and an agreed-on set of rules.

    After the Cold War, Western elites concluded that realism was no longer relevant and liberal ideals should guide foreign-policy conduct. As the Harvard University professor Stanley Hoffmann told Thomas Friedman of the New York Times in 1993, realism is “utter nonsense today.” U.S. and European officials believed that liberal democracy, open markets, the rule of law, and other liberal values were spreading like wildfire and a global liberal order lay within reach. They assumed, as then-presidential candidate Bill Clinton put it in 1992, that “the cynical calculus of pure power politics” had no place in the modern world and an emerging liberal order would yield many decades of democratic peace. Instead of competing for power and security, the world’s nations would concentrate on getting rich in an increasingly open, harmonious, rules-based liberal order, one shaped and guarded by the benevolent power of the United States.

    Had this rosy vision been accurate, spreading democracy and extending U.S. security guarantees into Russia’s traditional sphere of influence would have posed few risks. But that outcome was unlikely, as any good realist could have told you. Indeed, opponents of enlargement were quick to warn that Russia would inevitably regard NATO enlargement as a threat and going ahead with it would poison relations with Moscow. That is why several prominent U.S. experts—including diplomat George Kennan, author Michael Mandelbaum, and former defense secretary William Perry—opposed enlargement from the start. Then-Deputy Secretary of State Strobe Talbott and former Secretary of State Henry Kissinger were initially opposed for the same reasons, though both later shifted their positions and joined the pro-enlargement bandwagon.

    Proponents of expansion won the debate by claiming it would help consolidate the new democracies in Eastern and Central Europe and create a “vast zone of peace” across all of Europe. In their view, it didn’t matter that some of NATO’s new members were of little or no military value to the alliance and might be hard to defend because peace would be so robust and enduring that any pledge to protect those new allies would never have to be honored.

    Moreover, they insisted that NATO’s benign intentions were self-evident and it would be easy to persuade Moscow not to worry as NATO crept closer to the Russian border. This view was naive in the extreme, for the key issue was not what NATO’s intentions may have been in reality. What really mattered, of course, was what Russia’s leaders thought they were or might be in the future. Even if Russian leaders could have been convinced that NATO had no malign intentions, they could never be sure this would always be the case.

    One need not buy all of Walt’s assertions to realize that liberal foreign policy wonks got Russia badly wrong.

  • More on the point of traditional liberal foreign policy tools no longer working:

    One of the problems with using economic sanctions as your primary tool of deterrence in foreign policy is that eventually you’ll run into a hostile foe or force that does not care about trading with the U.S. or even money at all. In fact, it is fair to wonder how much money motivates any of America’s current foes.

    The Taliban certainly don’t particularly care about money; they think they’re on a mission from Allah. Iran has been hit with just about every sanction in the book, and no doubt it’s had an impact on the Iranian economy, but the mullahs don’t seem to care much. Kim Jong-un and the North Korean regime have been sanctioned many, many times, and they just keep getting better and better at evading them. The U.S. and China are too economically intertwined to easily enact sanctions that are serious enough to alter the decision-making in Beijing.

    And then there’s Vladimir Putin’s Russia — a government that foresaw the types of moves the West was likely to make, and prepared accordingly:

    Russia has drastically reduced its use of dollars, and therefore Washington’s leverage. It has stockpiled enormous currency reserves, and trimmed its budgets, to keep its economy and government services going even under isolation. It has reoriented trade and sought to replace Western imports.

    But even more than that, for a greedy kleptocrat, Putin doesn’t seem primarily motivated by money or his country’s economic prospects. Putin’s address yesterday was a long stream of grievances, and it is clear that what really enrages him is that Russia is not as powerful as it was when he was a younger man and the Soviet Union existed.

  • Many have called for Russia to be removed from SWIFT.

    The Society for Worldwide Interbank Financial Telecommunication, or SWIFT, is a cooperative of financial institutions formed in 1973 and headquartered in Belgium. It is overseen by the National Bank of Belgium with cooperation from other major central banks, including the U.S. Federal Reserve System, the Bank of England and the European Central Bank.

    But SWIFT is not a traditional bank and does not transfer funds. Rather, it acts as a secure messaging system that links more than 11,000 financial institutions in over 200 countries and territories, alerting banks when transactions are going to occur. (For instance, American banks have a unique SWIFT code that customers use for incoming wire transfers in U.S. dollars.)

    In 2021, SWIFT said it recorded an average of 42 million messages per day, an 11 percent increase from the year before. In 2020, Russia accounted for 1.5 percent of transactions.

    For the U.S. and its European allies, cutting Russia out of the SWIFT financial system would be one of the toughest financial steps they could take, damaging Russia’s economy immediately and in the long term. The move could cut Russia off from most international financial transactions, including profits from oil and gas production, which accounts for more than 40 percent of the country’s revenue.

    “But doing so, which some financial analysts have likened to a ‘nuclear option,’ would be an unprecedented move against one of the world’s largest economies.”

    No, a financial sanction for one nation invading another is not a “nuclear option.” When it comes to war, the nuclear option is literally the nuclear option.

  • A history of how Obama and Biden dismantled sanctions and deterrence against Putin’s Russia. “It’s no surprise that Putin invaded during Obama’s and Biden’s presidencies instead of Trump’s.” (Hat tip: Director Blue.)
  • Ben Shapiro dings the soft, materialist West:

  • Putin’s Big Ukrainian Adventure isn’t doing wonders for the Russian stock market.

  • Two final pieces from the Newspaper of Record: “Biden Announces He Will Move To Unfollow Putin On Twitter.”
  • “Biden Warns Russia That If They Don’t Stop He Will Deploy Deadly Trans Admiral.”
  • Though Russian forces are quite formidable on paper (especially now that Russia has reportedly achieved air superiority over most of Ukraine), a whole lot of variables are at play in this war. How well maintained is all those old Soviet weapons Russian has lying around? How much of it has been modernized? How long can they sustain this rapid pace of operation? How much has Soviet doctrine changed following what they learned in Grozny? Soviet/Russian experience in counter-insurgency operations has generally not been a happy one. How stiff a resistance can Ukraine put up against the Russian invasion?

    Finally, what is Putin’s real goal: Ukraine acquiescing to his previous territorial conquests, Findlandization and agreement never to join NATO, incorporation of all Russian-speaking areas into Russia proper, installing a Russian-friendly puppet government, or actual outright conquest of all of Ukraine? Which he’s aiming for will determine how much pain he’s willing to let Russia endure and how difficult the military task will be.

    More to come, I’m sure.