Azerbaijani forces shelled Armenia’s territory on Tuesday in a large-scale attack that killed at least 49 Armenian soldiers and fueled fears of even broader hostilities.
Azerbaijan and Armenia have been locked in a decades-old conflict over Nagorno-Karabakh, which is part of Azerbaijan but has been under the control of ethnic Armenian forces backed by Armenia since a separatist war there ended in 1994. Azerbaijan reclaimed broad swaths of Nagorno-Karabakh in a six-week war in 2020 that killed more than 6,600 people and ended with a Russia-brokered peace deal.
Moscow, which deployed about 2,000 troops to the region to serve as peacekeepers under the deal, moved quickly to broker a cease-fire on Tuesday morning, but it wasn’t immediately clear whether it was holding.
The hostilities erupted minutes after midnight, with Azerbaijani forces unleashing an artillery barrage and drone attacks in many sections of Armenian territory, according to the Armenian Defense Ministry.
Azerbaijan charged that its forces returned fire in response to “large-scale provocations” by the Armenian military, claiming that the Armenian troops planted mines and repeatedly fired on Azerbaijani military positions, resulting in unspecified casualties and damage to military infrastructure.
Azerbaijan’s ally Turkey also placed the blame for the violence on Armenia. Turkish Foreign Minister Mevlut Cavusoglu called for Yerevan to halt its “provocations” and Defense Minister Hulusi Akar condemned “Armenia’s aggressive attitude and provocative actions” following talks with their counterparts in Baku.
Speaking in parliament early Tuesday, Armenian Prime Minister Nikol Pashinyan said that Azerbaijani shelling has killed at least 49 Armenian soldiers.
He said the Azerbaijani action followed his recent European Union-brokered talks in Brussels with Azerbaijani President Ilham Aliyev that revealed what he described as Azerbaijan’s uncompromising stand.
Christian Armenia has a long, unhappy history with Turkey, including genocide at the hands of Muslim Turks in the waning days of the Ottoman Empire. Like the Balkans, the Caucuses are an unstable cauldron of mixed ethno-religious-nationalism, with a side-order of Jihadism thrown in for good measure (the Islamic State – Caucasus Province, the successor to the Caucasus Emirate, has been relatively quit recently, but such groups seldom wither away entirely). Russia still occupies the parts of Georgia it conquered in 2008, but the blooding it’s taken in Ukraine has probably weakened its hand regionally. And coming food and energy security issues (Azerbaijan in energy rich, but Armenia is energy-poor) are likely to exacerbate tensions in the coming months.
Putin’s Russia may be receiving a well-deserved comeuppance in Ukraine, but its resulting weakness could very well result in interesting times for many ex-Soviet states.
Things in Ukraine are moving so fast that the only thing I can be sure of is that what I post here will probably be obsolete before I press the Publish button.
What was a very successful Ukrainian counter offensive in Kharkiv Oblast is now a massive rout of Russian forces throughout the extent of their northeast line. All of Kharkiv (save a tiny bit east of the Oskil River) has been liberated.
“Ukraine controls all the land west of the Oskil River.”
The Russians left massive amounts of equipment behind, too much for any sort of orderly withdrawal, and they don’t appear to have torched any of it, either. They just turned tail and fled. “This is an armored brigade worth of vehicles. Looking at this, I think Russia has given more military aid to Ukraine than the United States.” Also, Russian civilians are fleeing the captured territories, only to be refused entry at the border.
“Fuck, every one of us can get a tank.”
Rus, Rus, Rus of the Ukraine
Fleeing as fast as he can flee
Rus, Rus, Rus of the Ukraine
Watch out for that tree!
Got to disagree with the first video: it’s damn hard to see if you’re peering out the forward driver’s port, and it’s quite possible the tank driver was unaware troops were falling off.
It looks like logistical problems and those long-documented Russian morale problems have finally intersected to destroy the ability of numerous Russian units to function as effective fighting forces. Here’s a recorded Russian phone soldier’s phone call from back in August illustrating low morale and how much Russian soldiers hate the war:
Russian soldiers don’t seem to be eager to die for a mistake. The extent to which Russian forces in Kharkiv Oblast have been routed and broken makes it an open question whether any can be reconstituted as effective fighting forces and redeployed to Donbas. That may explain why Russia seems to be trying to carry out a stealth conscription mobilization:
On their way out, the Russian army has given Ukraine a parting gift: destruction of Kharkiv’s civilian infrastructure. “Kharkiv and Donetsk regions were cut off. In Zaporizhia, Dnipropetrovsk, Sumy there are partial problems with power supply.”
Total dick move, but not necessarily a war crime; power generating facilities are usually considered legitimate military targets. Russia obviously held off attacking them because they expected to control the territory.
Now that Ukraine has that territory back, a lot more Russian logistic routes (especially those out of Belgorod) are under threat of disruption from Ukrainian artillery. Indeed, Belgorod now loses a lot of value as a logistics hub, since it’s farther away from the frontlines, on worse roads. Russia may shift to routing everything through Kamensk-Shakhtinsky or Rostov-On-Don.
Ukraine continues to grind out more modest gains in the Kherson counteroffensive. As for the next phase of the war, it’s an open question whether to attempt to push Russian troops out of Luhansk next, or to apply more pressure toward the center of the Russian line and retake Lysychansk and Severodonetsk. But it’s clear that right now Ukraine enjoys the strategic initiative.
As Ukraine’s Kharkiv counteroffensive developed earlier this week, it was apparent that the occupied city of Izyum, the linchpin of Russia’s northeast line, was in danger of being encircled. I anticipated a few weeks of hard fighting while Ukraine slowly tightened the noose while pounding the besieged city with artillery.
Russian forces have withdrawn from key eastern towns, as a rapid Ukrainian counter-attack makes further gains.
Ukrainian officials said troops entered Kupiansk, a vital eastern supply hub for Russian forces, on Saturday.
Russia’s defence ministry then said its troops have retreated from nearby Izyum to allow them “to regroup”.
The ministry also confirmed the withdrawal of troops from a third key town, Balaklyia, in order to “bolster efforts” on the Donetsk front.
The Ukrainian advances – if held – would be the most significant since Russia withdrew from areas around Kyiv in April.
In his nightly video address on Saturday, President Volodymyr Zelensky claimed that Ukraine had now liberated 2,000 sq km (700 sq miles) from Russia since beginning a renewed counter-offensive earlier this month.
His claim would suggest that half of that area has been recaptured in the last 48 hours alone – as it istwice the area of territory Mr Zelensky said had been liberated when he spoke on Thursday evening.
The announcement by Russia that its troops had withdrawn from Izyum is also significant, as it was a major military hub for Moscow.
“A three-day operation was carried out on the drawdown and organised transfer of the Izyum-Balakliya group of troops to the territory of the Donetsk People’s Republic,” the Russian statement said.
Taking Kupiansk is also huge. It’s a major crossroads and an important crossing over the north end of the Oskil River.
Livemap confirms it:
See that little blue rifle down in the southeast corner of the map? That indicates that Ukrainian troops are just outside Lysychansk, the Ukrainian city Russia spent so much time and effort taking back in July. Suchomimus says Ukrainian troops are even on the edge of Severodonetsk.
Supposedly Russia left a lot of gear behind as well.
This may fall into the “old news is so exciting” category for many of you. I knew that Tesla was building it’s Gigafactory east of Austin, and that it was large, but since I almost never travel to that part of town, until this video popped up in my YouTube feed, I had no idea how large.
Wikipedia, the source of all vaguely accurate knowledge, lists the footprint as 10 million square feet, making it the second largest building in the world, next to only Boeing’s aircraft assembly plant.
Also astonishing is just how quickly it was put up. Musk threatened to move Tesla to Texas back on May 9, 2020, officially announced it July of 2020, and the construction crew raised the first pillar in December of 2020. If they had tried to do this in California, I bet they’d still be wrangling over environmental impact statements and paperwork.
Earlier this year they held a “Cyber Rodeo” to celebrate starting manufacturing in the building, even though parts of it are still under construction. (Much like the Detroit Arsenal Tank Factory started production during World War II before the building was finished.) And Tesla plans to hire 20,000 people for the site.
In California, even an industry as near and dear to the hearts of environmentalists as electric cars finds the tax and regulatory too hostile to expand their business.
Low taxes and low regulation are the way to keep your state prosperous. But that path doesn’t offer Democrats enough rent-seeking and graft…
Ukraine is carving out big gains in Kharkiv, Texas is in the money, Biden taps Clinton’s bagman to divy up the graft manage climate change funds, more groomers unmasked, and some big changes in the UK. Plus a bit about tanks. It’s the Friday LinkSwarm!
Ukrainian successes on the Kharkiv City-Izyum line are creating fissures within the Russian information space and eroding confidence in Russian command to a degree not seen since a failed Russian river crossing in mid-May.
Ukrainian forces in the Kharkiv Oblast counteroffensives advanced to within 20 kilometers of Russia’s key logistical node in Kupyansk on September 8.
Ukrainian forces will likely capture Kupyansk in the next 72 hours, severely degrading but not completely severing Russian ground lines of communication (GLOCs) to Izyum.
Ukrainian forces are continuing to target Russian GLOCs, command-and-control points, and ammunition depots in Kherson Oblast.
On Thursday, the state comptroller reported that the Lone Star State’s tax revenue rocketed by 25.6% to a total of $75.21 billion.
It’s only the fifth time since 1988 that revenue grew by a double-digit percentage — and it’s double the next largest increase over that 34-year span.
“Revenues continue to outpace even our most recent forecast as All Funds tax collections closed the fiscal year $841 million above the projection in our Certification Revenue Estimate,” said state Comptroller Glenn Hegar in an official release.
That’s a stark contrast to California, which saw July revenue come in 12% below forecast.
Texas has been a major beneficiary of migration from California: Over the last census cycle, 34% of new Texans arrived from California alone. Meanwhile, New York saw personal income tax collection fall 3.2% from April 1 through July.
Joe Biden has hired John Podesta to be the new Clean Energy Czar, citing his experience in progressive causes….
Bottom line, John Podesta is being now being hired to divvy up the $316 billion in Green New Deal money recently authorized by congress. That is what Podesta specializes in, the distribution of taxpayer money to DNC allied groups and networks in advance of the 2022 midterms. Podesta, Hillary’s fixer, is a bagman, nothing more.
Worse, one of the many bag clients he’s adept at channeling money into Democratic pockets for is China.
President Joe Biden on Friday tapped John Podesta to oversee $370 billion in climate spending, a move that has China hawks on Capitol Hill concerned over Podesta’s encouragement of Chinese investment in American infrastructure and praise for the top U.S. adversary on climate change.
Podesta has called for Chinese investment in American infrastructure, arguing in 2013 that there are “great opportunities for Chinese firms to directly invest in this nation, to build American infrastructure, to create American jobs, and generate steady and handsome returns.” He added, “There’s also the ability for Chinese firms to invest here and learn best practices, and take those home to the tremendous and growing middle class market in China.”
Instead, in the intervening decade, the Chinese government has committed widespread economic espionage—one 2017 estimate found that China steals up to $600 billion in trade secrets a year. Engineers in China, meanwhile, use popular social media platform TikTok to access nonpublic data from U.S. users.
Podesta has also praised China’s efforts to combat climate change, arguing in 2015 that the Chinese “are beginning to do a fair amount.” China, which is the world’s top carbon emitter, went on to dramatically accelerate its coal consumption, which reached a record high in 2020.
That record has China hawks on the Hill concerned that America’s top adversary has a new—and powerful—ally in the White House. Podesta’s role will see the liberal consultant implement $370 billion in spending toward alternative energy, a sector that China dominates when it comes to raw materials. As such, alternative energy companies receiving the Podesta-steered funding could turn to China to secure supplies. The new Biden aide will likely take no issue with that dynamic, given that he has argued the United States and China should “align” on a green economy. Sens. Marsha Blackburn (R., Tenn.) and Ted Cruz (R., Texas) argued that the move reflects the White House’s soft-on-China stance.
Democratic County Administrator Robert Telles charged in the death of journalist Jeff German, “an investigative reporter with the Las Vegas Review-Journal who had spent the last few months exposing misdeeds and turmoil in the official’s office.” For all Sundown Joe’s dark mutterings about “UltraMAGA,” it seems like Democrats are the ones doing all the killing…
A now-former elementary school teacher previously charged with sexual abuse of a 7-year-old student was arrested again and charged with sexually assaulting a second victim.
Victor Moreno, 28, was charged in July with continuous sexual abuse of a child, a first-degree felony, and an improper relationship between a student and educator, a second-degree felony.
The accused pedophile’s victim was a second-grade girl in Irving Independent School District, where Moreno was a teacher at the time of the alleged assaults during the 2020-2021 school year.
Snip.
Meanwhile, a teacher’s aide in Mesquite Independent School District was arrested Tuesday after being accused of engaging in inappropriate relationships with students.
Bryan Garcia, 22, was charged with two counts of sexual assault of a child and one count of indecency with a child.
“Higher Ed’s New Woke Loyalty Oaths: A ballooning number of hiring and tenure decisions require candidates to express written fealty to political doctrines.” And you can bet those doctrines have nothing to do with constitutionally limited government based on universal rights…
Indeed, they’re talking about restarting old production lines to start manufacturing older BMP-2s. “The costs and challenges of bringing more modern designs into production are now surely aggravated by Western sanctions cutting access to many basic electrical components, requiring pricey and time-consuming workarounds.”
This is like a scene from a porn movie, only a lot creepier. “Las Vegas landlord requires tenant to sign sex contract in order to lease home.”
“Kim Kardashian Is Starting Her Own Private Equity Company.” Why not? But I’m betting being a genius at self-promotion doesn’t equate to being a genius at investing, especially since she’s starting in the middle of a fierce, widespread downturn…
Easiest way to win Dad of the Year? Pick your son up from school in a tank. Looks like a Scorpion light tank, most likely the FV107 Scimitar reconnaissance variant.
“FBI Drops Investigation After Discovering Trump’s Top Secret Nuclear Documents Were Just Print-Outs Of Hillary Clinton Emails.”
If you can remember all the way back to pre-Flu Manchu 2020, housing prices were soaring and there were a raft of articles decrying how commercial investors were snapping up housing as fast as they possibly could, pricing ordinary Americans out of the market.
Now, some two years later, it’s evident that a lot of those commercial investors kept buying right up through the peak of the market, and are now proceeding to lose their shirts on those deals thanks to the Biden Recession.
Take, for example, OpenDoor, the company that sends out those endless “We want to buy your home” letters. They promised investors they were going to use the Internet to revolutionize home-buying by flipping homes at scale and cut out the middle man. How well did they succeed?
Now that they’ve had a while to run their system, the answer is: Not so well.
Takeaways:
One thing I was unaware of: Commercial investors in residential real estate fund their purchases through variable interest rate debt.
OpenDoor’s outstanding debt balance “has ballooned from $271 million to $6.1 billion.”
Every point rise in interest rates costs OpenDoor $40 million more in interest rate payments.
“OpenDoor is truly a modern day house of cards. The company’s revenue grew from $1.8 billion in 2018 to over $8 billion in 2021. To grow they scaled, going from 18 markets to 44 markets in the U.S. In those four years, the company went from flipping 7,000 homes a year back in 2018 to now flipping 21, 000 homes most recently in 2021.”
“Despite OpenDoor’s top-line growth, the company has incurred loss after loss after loss, each bigger than the last, even in a strong rebound year in 2021. Where the company sold a record number of homes, OpenDoor incurred a record loss of over $600 million.”
Some math snipped. “OpenDoor would need to sell roughly sixty thousand homes a year just to break even with how much it costs the company to exist in its current burn rate. Every time the interest rate goes up a single point, OpenDoor needs to sell an additional 2,000 homes in order to offset that additional $40 million.”
The end of the video touches on how Zillow lost $881 million by trusting an algorithm that had them paying above-marker prices. We covered that briefly here some nine months ago. Here’s a video with more details:
But it’s not just OpenDoor and Zillow. Here’s a video that explains why all the large-scale commercial buyers of residential real estate (including those buying to rent it out rather than flip) are screwed by rising interest rates:
Takeaways:
The Fed “is now committing to not only continue increasing interest rates, they’re committing to keeping interest rates elevated for the foreseeable future.”
“These real estate investors are going to be losing money in the housing market on their investments, and that they are going to have to fire sale their portfolio as a result.”
“Over the last year, the investor profit or the cap rate in America is about 4.5%, which was pretty good in 2021, when interest rates were zero, but now that interest rates are projected to go to 3.8%, we can see that investors who buy real estate in America are basically getting very little premium over buying a short-term government bond.”
“As this investor demand continues to go down, home prices are also going to continue to go down in America, because in many markets investors were quarter of the demand, a third of the demand for homes over the last of couple years, and in some neighborhoods investors were 50—60% of the demand.”
“A lot of people think [commercial buyers pay] cash, but folks, it’s never cash, it’s always a bank in the background giving these hedge funds and private equity funds money to buy single-family homes.”
“They’ll give these hedge funds maybe 70—75% percent of the money to go do it, like a normal loan. The thing is, the loans that these Wall Street investors use to buy homes are often adjustable rate loans, where every time the fed hikes interest rates, the Wall Street investor has to pay more in debt service and interest on their existing portfolio.”
“We’re gonna get to a point soon over the next six months where these Wall Street investors are having to pay more to their bank and their warehouse lender than they’re going to receive in income and rent from their tenant. Like, literally, these Wall Street investors not only are going to see the value of their property going to go down, they’re going to begin losing money in terms of cash flow.”
So not only will investors have to sell, but frequently they won’t have any choice.
Because their lender, their bank, is going to do something called a margin call. At a certain point, they’re gonna say “Hey Wall Street buyer who I’m giving money to, the value of the homes has gone down and now you can barely afford to pay interest. You’re gonna have to now just pay us off, or pay us down,” and when the bank does that margin call, these investors are then going to be forced to sell off their portfolio, because they’re going to need the cash, causing a massive, widespread dump of inventory onto the U.S. housing market.
He doesn’t mention Austin by name in this video, but he does in another pegging it as the #5 market most likely to see price drops. “This is a market in absolute freefall.” “In the span of just five months, the number of homes for sale in Austin has increased from 1460 and February to nearly 8 000 in July.” He thinks home prices could down by 40%. Naturally, as an Austin-area home-owner, I think that’s way too much, but I do expect significant retreats from the highs reached early this year.
He also thinks inflation is going to get worse (which is probably a good bet).
(In another video covering some of the same ground, he mentions BlackRock, one of the biggest boogeymen in public perceptions of buying residential real estate. Guess what? “BlackRock is not a big player in terms of owning, managing and buying real estate in the U.S.”)
Like the fear of Japan buying everything in the late 1980s, fear that institutional investors will make owning a home impossible for ordinary Americans turned out to suffer from the same recency bias, assuming that what is going on right this minute will continue for the foreseeable future.
Like assuming that the giant ants are unstoppable, or that Hispanics will always vote for Democrats, assuming that housing prices will always go up and that credit will always be cheap are categorical mistakes that the market will eventually punish you for making, and the companies that made it are now bleeding red ink.
People who sold during the bubble made out like bandits, and people who bought during it got screwed, but what can’t go up forever won’t. Bubbles pop. Absent government distortions of the market*, supply and demand have a way of adjusting.
Anyway, if you need to buy a house, nine months from now is probably going to be a great buyer’s market…
*And yes, lots of cities and states try their damnedest to prevent new housing from being built. I’m looking at you, California.
There are indications that Ukraine, in addition to the Kherson counteroffensive, is conducting a counteroffensive in Kharkiv Oblast, and has apparently captured Volokhiv Yar, Balakliya and Yakovenkove, towns between Kharkiv and Russian-occupied Izyum.
It’s unclear whether this is a feint, a spoiling attack or a full-blown counteroffensive, but the scale of the initial success suggests it’s too large to be a mere probing attack.
Ukrainian forces conducted a counterattack in Kharkiv Oblast near Balakliya that likely drove Russian forces back to the left bank (north side) of the Severskyi Donets and Serednya Balakliika rivers on September 6. Ukrainian forces likely captured Verbivka (less than 3 km northwest of Balakliya) on September 6. Geolocated footage posted on September 6 shows Ukrainian infantry in eastern Verbivka (less than 3 km from Balakliya). Multiple Russian sources acknowledged Ukrainian gains in Verbivka and reported that Russian forces demolished unspecified bridges in Balakliya‘s eastern environs to prevent further Ukrainian advances. Images posted on September 6 also show a destroyed Russian bridge over the Serednya Balakliika River—a geographic feature behind which the Russian front line in this sector likely lies. Social media users reported that Russian forces withdrew from checkpoints six kilometers west of Balaklia on September 6.
Russian forces likely no longer maintain their previous positions in Bairak and Nova Husarivka (just south of Balakliya on the right bank of the Seversky Donets River). Russian forces likely abandoned Bayrak and Nova Husarivka in late August. Images posted on August 30 show that Russian forces blew the bridge over the Seversky Donetsk River near Bayrak on an unspecified date. Bridge demolition activity indicates a planned Russian withdrawal. Ukraine’s General Staff reported on September 6 that Russian forces conducted air strikes against Bayrak, indicating that Ukrainian forces may have advanced in the area.
Russia’s deployment of forces from Kharkiv and eastern Ukraine to Ukraine’s south is likely enabling Ukrainian counterattacks of opportunity. The September 6 Ukrainian counterattack in Kharkiv was likely an opportunistic effort enabled by the redeployment of Russian forces away from the area to reinforce Russian positions against the Ukrainian counteroffensive in Kherson Oblast. Obituary data on Russian servicemen indicates that Russia deployed elements of the 147th Artillery Regiment of the 2nd Motorized Rifle Division of the 1st Guards Tank Army to Kherson Oblast no earlier than late August. This is the first time ISW has observed elements of Russia’s elite 1st Guards Tank Army operating in southern Ukraine. Elements of the 147th previously fought in Bucha in Kyiv in March and elements of the 1st Guards Tank Army were active primarily along the Kharkiv Axis after the Russian withdrawal from Kyiv.
Reporting from Ukraine (a pro-Ukrainian source) breaks down the counteroffensive.
Suchomimus analyzes the news as of yesterday. There are “reports that Russia is blowing up bridges, a sign that they are in a bit of a panic and expect Ukraine to advance.”
And here he shows a video of Ukrainian forces entering Yakovenkove further east, from which he surmises that they must have already taken Balakliya.
Bonus: Ukrainian aircraft shoots down a Russian Su-25:
Map snapshot, which is already slightly out of date:
Izyum is the linchpin of Russia’s north-central front. Losing it would not only spell an end to any further Russian advances in Kharkiv for the immediate future, but also put Russia’s hard-won conquest of Severodonetsk and Lysychansk in jeopardy.
With Russia reportedly buying artillery from North Korea (Caveat: This comes from Biden’s Pentagon, so grains of salt are in order) and two separate counteroffensives chewing up units, it’s possibly that Russia’s territorial gains in Ukraine have already peaked.
Edited to add: Reporting from Ukraine has a video up detailing how different thrusts of the counteroffensive developed:
Back when I’d visit my parents a decade or so ago, one of my father’s guilty pleasures was watching Storage Wars.
If you’re unfamiliar with this cable staple, it features competing teams of people bidding on abandoned storage units, then going through the ones they won trying to figure out what things were worth. Storage Wars was infamous for every episode having one or more “surprise items” that the buyer just happened to know an expert who could identify the item and its value. It was a little cheesy, and like all realty TV, was fake and scripted, but was a higher, more nourishing brand of cable junk food, than, say Ice Road Truckers or Deadliest Catch (which is evidently still on).
Anyway, people still bid on abandoned storage units, and a guy who has a YouTube channel bid a princely $5,786 for a unit because he saw some gun cases in there.
Did it pay off?
Boy did it!
There were a few cheap handguns, but also a lot of expensive hunting rifles, including:
A Marlin 1895CB chambered in 45/70 Government.
Two Remington Model 700s chambered in .270.
A Winchester Model 1894 chambered in 450 Marlin.
Etc.
But also thousands of rounds of ammo, a whole lot in loaded magazines.
This video is almost 100% pure gun pr0n:
Let this be a reminder: If you have a large firearms collection, you want to make sure you have an itemized and notarized will, so your designated heirs end up getting fair value for your collection.
Defense analyst Anders Puck Nielsen says there’s a tendency for many to believe that, although Ukraine has put up a good fight, a Russian victory in the Russo-Ukrainian War is inevitable. (I assume he’s seeing these on the various MSM channels I stopped watching a long time ago, as the only place I see such assumptions these days is among comment trolls and the occasional ZeroHedge headline.)
Some takeaways:
“When Russia launched the invasion of Ukraine back in February, many people assumed that it was going to be an easy win. It was not only Vladimir Putin who believed that they could finish this war within days or weeks. Many people thought so. And even after it became clear that there would not be a quick victory, many people still carried over this assumption that Russia is going to win eventually because that is the only possible outcome.” (I too thought a Russian victory was the most likely (though not certain) outcome in the first few days, before it become apparent just how badly bungled the invasion planning was, how fragile Russian supply lines were, how poor the communication was between different branches of the Russian military, and how neglected even basic maintenance was for Russian equipment.)
“They think of Russia as a giant. And then they think about Ukraine as a small country. But that is not really a good comparison.”
Unmentioned by Nielsen is that one reason they thought so is just how much old Soviet military equipment Russia still had lying around. That assumption was somewhat overstated, and, again, a whole lot of that equipment was poorly maintained.
Russia’s massive display of incompetence didn’t change the minds of many who still saw Russian victory as inevitable. “The assumption was that this just means it’s going to take longer, and then Russia is going to figure it out, and they are going to win.”
“We still have analysts who say that Ukraine could never push Russia back from the occupied territories, and that there has to be a negotiated solution where Ukraine gives something to Putin to end the war. And then these analyst also often seem to take it at face value when Putin or Lavrov or somebody else comes with threats about escalation.” (True, but I don’t think anyone pays serious attention to such people any more, if they ever did.)
Nielsen says there are a number of reasons why Russia can’t just carry out a mass mobilization, or start tossing nukes around.
Putin launched the war due an entire chain of bad assumptions, including those about the inevitability of Russian greatness.
“Ukraine is winning the war of attrition, and they will start pushing Russia backwards.”
“That’s why I think this idea that a Russian victory is inevitable is so dangerous. On the Western side, it leads to the belief that it is dangerous to provide Ukraine with heavy weapons. And this can mean that Ukraine won’t be able to finish the war as quickly as they otherwise could. And on the Russian side it means that they won’t be motivated for peace talks, even if the situation on the battlefield is awful.” (Not sure I agree here; The U.S., UK, Germany, and Poland have all transferred significant heavy weapons to Ukraine.)
“It will be extremely hard for the Russian leaders to embrace the idea that a defeat is possible. Like, not even that it is going to happen, but just that it could be a possibility. Because that would require them to question everything they believe to be true about Russia and being a great power. So they will be able to live in denial for a very long time.”
“If we want the war to end, we need Putin to understand that a defeat is a real possibility. And the best way to do that is to equip Ukraine with the weapons they need to win.”
