Power Out Here

February 2nd, 2023

Since 6:08 yesterday evening. Much of Austin is also so afflicted. Expect slow blogging and much shivering…

Update:

The forecast brings additional risks of power outages and downed trees, which plagued the city yesterday and still impacts over 155,000 Austin Energy customers who don’t have power. A spokesperson with the utility company said it expects full restoration by Friday at 6 p.m.

Update 2: 24 hours and still out. New Austin Energy ETA for all outages is Friday night

The Flying Yeet of Death

February 1st, 2023

I’ve previously covered suicide drones and drones dropping RPGs. Now Ukraine is evidently cutting out the middleman and passing the savings on to Ivan by just strapping RPGs to light drones and guiding them in.

Here’s a screen-grab of this masterpiece of redneck engineering:

The is a great application of one of Murphy’s Military Laws: “If it’s stupid but it works, it ain’t stupid.” For the Russians, it must be quite embarrassing to get yeeted into the afterlife by Doogie Howser’s science fair project.

I’m somewhat surprised that drones that small can carry the RPG rounds effectively, but presumably they’re replacing camera gear or something close to the same weight.

An RPG-7 costs about $2,500 each, while a BMP-3 costs about $800,000 each. Even if you double the price for the quadcopter ($2,500 is a bit pricey, but not out-of-line for some pro rigs), you still get a hugely useful loitering munition for less than 1/100th the cost of the target you’re taking out…

Japan, The Netherlands Join China Semiconductor Ban

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

    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…

    California Hates Your Freedom So Much They Want To Tax You For Leaving

    January 29th, 2023

    One-Party Democratic California is so desperate for cash they want to tax people for leaving.

    Desperate to stem the stampede of cash cows — affluent residents — out of their state, they are trying to pass an exit tax for households with assets of $50 million or more. Current residents would have to keep paying for years after they have decamped to less hostile states.

    Heaven forbid that these legislators should instead come to terms with the reasons so many productive residents flee or what they could do to make their state a more attractive destination for people and businesses. They aren’t much concerned with that, merely with stopping the flight of all that revenue. If they cared about the livelihoods of the people leaving, they probably would have governed in a way that didn’t prompt people to head for the exits.

    This is probably unconstitutional nine ways to Sunday. Wealth tax, Ex-Post Facto law, taxation without representation, etc. It’s also likely to be counterproductive, as rich people are not only likely to leave the state preemptively to avoid being subject to it, but are exactly the people that can hire top-notch lawyers to get it overturned.

    Louis Rossmann, who recently fled New York City to Austin, has additional thoughts:

  • “They are showing and demonstrating here they have no confidence in their ability to govern better, or in their ability to actually give the customers of that state what they want, because they’re telling you ‘We’re not going to make things better. Rather, if you leave we are going to figure out a way to fine you.'”
  • “It demonstrates a sick ideology that’s both just authoritarian and disgusting in nature.”
  • “It’s not like [the tax rates in California and New York] just spiked up insanely over the past one or two years, they’ve been higher than the tax rate in Texas and Florida for as long as I’ve been alive, by a fairly large margin. This is not news. It’s something else in addition to that, and they don’t even appear to be interested in trying to figure out what that is.”
  • “Florida and Texas…have not had income tax for a very long time.”
  • “Maybe it would make sense to actually ask people what changed over the past two or three or five years that caused you to decide that you want to move your business and get the fuck out.”
  • “I could tell you from experience that losing half of your employees, putting all your stuff in a truck, carting it across the country. and spending months putting it all back together is insanely stressful, and not something that I’m going to do so I could save six or eight percent of my income tax.”
  • “Why are you then going to bake more taxes, and then have a fine for leaving that is then going to discourage anybody else that has the same concern from ever coming to your state thereby ensuring that the population of people that are productive and create value diminishes.”
  • “The idea of being taxed based on what you are worth at a particular time without actually cashing it out is insane to me.”
  • Long, correct discussion of why long-term capital gains are taxed at a lower rate snipped. (I doubt many of my readers don’t already understand, or disagree.) Ditto the discussion of how investment creates jobs.
  • “People deciding to defer their gratification, to decide ‘I will wait for the large payoff 10 to 20 years from now rather than make a decision that results in me getting more money right now,’ and I think that that it should be discussed more often because if it’s not, then we are going to end up with stuff like this.”
  • He discusses the slippery slope argument: The bill already states the tax will start at billionaires, but then in two years hit people with a net worth of $50 million or more. “Once it gets low enough like once this makes its way off to 10 million or a million, because again this is going to slip.”
  • And just wait until it hits the net worth not only of individuals, but of businesses.
  • The Latest, Greatest Russian Vaporware Coming To Ukraine

    January 28th, 2023

    Once again, Russia has announced its latest Wunderwaffe is coming to Ukraine, which ZeroHedge treats seriously, because ZeroHedge.

    Western media outlets flooded the airways with hope for Ukraine this week as the US prepares to send 31 main battle tanks to the wartorn country in Eastern Europe to counter Russian aggression ahead of spring. What wasn’t highly publicized is that these M1 Abrams are a modified version and will be stripped of “secret” uranium armor.

    Following the news of NATO-made tanks set to flood Ukraine, the former head of Russia’s space agency Dmitry Rogozin told the Russian newspaper Pravda that “Marker,” a new robo-tank, will be able to ‘destroy Western tanks, including American Abrams and German Leopards.’

    Rogozin explained the robot tank automatically recognizes and attacks Ukrainian equipment, including NATO tanks, all because of its artificial intelligence system and machine learning technology.

    “The combat version of the Marker robot has an electronic catalog in the control system that contains images of targets both in the visible and in the infrared range,” he said.

    The director of the Air Defense Museum, retired colonel Yuri Knutov, told Lenta.Ru, a Russian newspaper, “the robot can thus identify NATO-made tanks” and will be “armed with a machine gun and an anti-tank missile with a range of up to about six kilometers.”

    Honestly, all of this is pretty hilarious stuff.

    Machine learning and artificial intelligence are real disciplines, and Russia doesn’t entirely lack technological and programming talent. It’s entirely possible that you could develop and effective autonomous battle-tank driven by AI that can adequately detect between friend and foe given lots of money, lots of time, honest, hands-off project management, and sophisticated, iterative, trial-and-error proving over a decade or more of time.

    All things Russia isn’t going to have or do. If they could adequately identify friend from foe on the battlefield (especially given how much kit Ukraine shares with Russia), then they’d already be using such technology to prevent the numerous, documented friendly fire instances Russia has suffered from. And training AI to do that is something like six orders of magnitude harder than training troops to do it.

    And we all know Russia sucks at training its own troops as well.

    Russia’s military is so demonstrably backwards that they can’t even have their army and air force communicate with each other in real time for combined arms operations. And yet we’re supposed to believe that they’ve developed cutting edge autonomous battlefield AI?

    Pull the other one.

    Russia has a long history of vaporware, and Russia’s previous attempt at field trials for a semi-autonomous AFV in Syria was a hilarious disaster. And it was plagued by bog-standard mechanical failures. Autonomous driving is a whole lot harder.

    There’s a small possibility that they’ll get this thing into the field and immediately start blowing away its own troops, but a far more likely outcome is that it never sees the field at all, just the latest case of Russian Wunderwaffe vaporware.

    LinkSwarm For January 27, 2023

    January 27th, 2023

    Democrats enabling sexual predators (yet again), more tanks for Ukraine information, and the unexpected return of Storm Drain Woman. It’s the Friday LinkSwarm!
    

  • Democrat-run California loves releasing pedophiles from prison early.

    Published in November of 2022, the story indicated “thousands of child molesters are being let out after just a few months, despite sentencing guidelines.”

    The story reported that more than 7,000 inmates convicted of “lewd or lascivious acts with a child under 14 years of age” were released from prison the same year they were incarcerated.

    The Daily Mail’s analysis was conducted using a database—created in 1994 after the federal Megan’s Law was passed—requiring law enforcement to make public information regarding registered sex offenders. The news organization examined data in California through July of 2019.

    “Everyone should be really upset and frightened by this,” Dordulian said.

    According to Dordulian, child molesters are the least likely of criminals to be rehabilitated and are four times more likely to commit the same crime again.

    “Once they’re out,” he said, “they are going to re-offend and there’s going to be another child that is victimized by these people.”

  • California’s repeal of an anti-loitering law has enabled pimps and human traffickers.

    Senate Bill 357. Signed by Governor Gavin Newsom in July, the measure decriminalized loitering with the intent to engage in prostitution. The bill did not officially take effect until January 1 of this year; but, from the moment it became law back in July, these women say, the on-the-ground reality changed. “The minute the governor signed it, you started seeing an uptick on the streets,” Powell said. “And on social media, the pimps were saying: ‘You better get out there and work because the streets are ours.’”

    The pimps were right: police stopped making arrests for crimes that would no longer be charged. The anti-loitering statute had provided the grounds for officers to question women and children whom they suspected might be trapped in a prostitution ring. “As a police officer, you need probable cause to stop and investigate,” Powell explained. “So if I have a law that says you can’t loiter in this area, with pasties and a G-string, flagging down cars, I could stop you for that because you’re loitering. But if I just say I’m stopping you because you look kind of young, that’s a little weak. So, it takes away a tool.” Without the statute, police hands were suddenly tied. Henceforth, questioning the girls—and potentially provoking a violent confrontation with pimps—came to seem a Pyrrhic gamble, one that California’s police officers would now avoid.

    (Hat tip: Stephen Green at Instapundit.)

  • Gavin Newsom’s wife’s films shown in school promote both the radical transexual agenda and Democrats.

    The films, which include “Miss Representation,” “The Mask You Live In,” “The Great American Lie” and “Fair Play,” are licensed to taxpayer-funded schools across every state and sometimes contain sexually explicit imagery and push students to feel “shame and sorrow” about American society split by privilege and oppression. They are paired with curricula that include discussion on Gov. Newsom’s comments within the films, urging them to gather their friends and vote for aligned politicians that support a “care economy” that “embraces universal human values.”

    (Hat tip: Ed Driscoll at Instapundit.)

  • Former Beaverton, Oregon Democratic mayor Dennis ‘Denny’ Doyle sentenced to six months for possessing child pornography. (Hat tip: Ace of Spades HQ.)
  • Closer to home: “Prosper ISD [Dallas County Metroplex] School Board President Arrested for Indecency with a Child.”
  • George Soros’ right-hand political man is working hand-in-glove with the Biden White House. (Hat tip: Ace of Spades HQ.)
  • Suchomimus has a video breakdown of which tanks from where are going to Ukraine.
  • Not mentioned: Morocco is sending upgraded T-72s.
  • Union membership hits record lows.
  • Scott Adams admits Flu Manchu vaccine critics were right.
  • When real life imitates The Babylon Bee: Illinois Democratic Governor “Pritzker Demands Black Queer History in AP African-American Studies.”
  • “Former Arlington teachers union president charged with embezzlement. A former president of the Arlington teachers union, who was ousted last spring, has been charged with embezzling more than $400,000 from the organization. Ingrid Gant, 54, of Woodbridge, was arrested yesterday (Monday) in Prince William County on four counts of embezzlement.” (Hat tip: Ed Driscoll at Instapundit.)
  • “Thirty years ago, Guan County, Shandong Province launched the ‘Hundred Childless Days‘ campaign under the aegis of national family planning, known in the West as the ‘one-child policy.’ The birthplace of the “Boxers” was deemed to have too high a birth rate by the provincial government. County officials sought to correct this by ensuring that not a single baby was born between May 1 and August 10, 1991.” (Hat tip: Ace of Spades HQ.)
  • EU: Eat the bugs, peasants.
  • The Five > All of CNN.
  • “Austin hair salon could shut down due to neighboring homeless camp.”

    North says they do not feel safe anymore, and she believes it all ties back to the large homeless encampment located only feet away from the salon.

    “Our safety started to become a big issue. We suffered from multiple break-ins. We’ve had our cars broken into. We clean up feces and needles on a weekly basis. It increased from that to, you know, people approaching us and threatening us with weapons, threatening rape, murder, all of those things,” said North.

    The salon has been up and running just off Ben White Blvd. for four years now. North says she has seen an uptick in crime for a while now, but the dangerous behavior from people living in this encampment picked up recently.

    “In the past year, it’s gotten increasingly worse and, in the past couple of weeks, it’s gotten to the point where I actually finally felt like this might shut my business down,” said North.

    Erin Mutschler, another co-owner of the salon, says they have called the police every time they have dealt with a situation like the one caught on video, but she says police often take 45 minutes to an hour for anyone to show up.

    The mayorship of Steve Adler is the gift that just keeps giving, even with him out of office… (Hat tip: Dwight.)

  • “Former Baltimore State’s Attorney Marilyn Mosby’s entire legal team has asked a federal judge to withdraw from representing the city’s top prosecutor.” (Hat tip: Dwight.)
  • Stop! Hammertime!
  • Insurance companies are refusing to insure Hyundais and Kias because they’re too easy to steal.
  • How easy? This easy. All you need is a screwdriver and a USB cable…
  • Intel reports quarterly loss.
  • Follow-up: Democratic State Rep. Harold Dutton: “Don’t Blame Abbott, Houston ISD Takeover Plan Was My Idea.” (Previously.)
  • A Florida woman was pulled from a storm drain for the third time in two years. Maybe she was looking for David Icke’s lizard people. Also, she sounds like a real winner: “Police said her license had been suspended 17 times from 2007 to 2020.” (Previously.) (Hat tip: Dwight.)
  • Jay Leno broke his collarbone, several ribs and both kneecaps in a motorcycle accident. But it sounds like a freak accident: “So I turned down a side street and cut through a parking lot, and unbeknownst to me, some guy had a wire strung across the parking lot but with no flag hanging from it…I didn’t see it until it was too late. It just clothesline me and, boom, knocked me off the bike.” (There’s no evidence the line was strung there by Conan O’Brien.) “But I’m OK!…I’m working this weekend.” (Hat tip: Instapundit.)
  • “Hillary Clinton Boasts Of Having No Classified Documents From Her Time As President.”
  • Texas Sues Biden Administration Over Border

    January 26th, 2023

    Texas is taking a time-honored approach to dealing with the Biden Administration’s refusal to enforce the rule of law on the border: They’re suing him yet again.

    Texas Attorney General Ken Paxton announced that Texas is suing the Biden administration over the new U.S. Department of Homeland Security parole program, which unlawfully allows thousands of illegal aliens into the country.

    According to Paxton’s office:

    Congress has authorized parole only for foreign aliens who meet very specific standards that have not been met in this instance. Yet, contrary to existing law, the program creates a pathway for program participants to apply from their home country and gain lawful status to enter and stay in the U.S. for up to two years, or even longer.

    Indeed, parole can only be granted for “urgent humanitarian reasons or significant public benefit,” according to the U.S. Citizenship and Immigration Services. “Parole is not intended to be used solely to avoid normal visa processing procedures and timelines, to bypass inadmissibility waiver processing, or to replace established refugee processing channels.”

    Victor Avila, a retired special agent for U.S. Immigration and Customs Enforcement (ICE), was authorized to give out parole paperwork in very specific circumstances; he previously told Texas Scorecard parole was generally only awarded to confidential informants or in a matter of life and death.

    However, the Biden administration has created a parole program for Venezuelans, Nicaraguans, Cubans, and Haitians simply because they were crossing the border in record-breaking numbers.

    “Every state in America, especially border states like Texas, is being crushed by the impacts of illegal immigration,” said Paxton. “The Biden open borders agenda has created a humanitarian crisis that is increasing crime and violence in our streets, overwhelming local communities, and worsening the opioid crisis. This unlawful amnesty program, which will invite hundreds of thousands of aliens into the U.S. every year, will only make this immigration crisis drastically worse.”

    Texas isn’t alone in this fight. The lawsuit filing itself shows that Alabama, Alaska, Arkansas, Florida, Idaho, Iowa, Kansas, Kentucky, Louisiana, Mississippi, Missouri, Montana, Nebraska, Ohio, South Carolina, Tennessee, Utah, West Virginia and Wyoming have all signed onto the lawsuit.

    It’s obvious that the Democratic Party has determined that getting as many illegal aliens as possible across the border is one of its top priorities. Can the courts force the Biden Administration to actually enforce the law?

    I’m not holding my breath…

    Ukraine Celebrates Tanksgiving

    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

    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.