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Alexander Gabuev 陳寒士 Profile picture
@AlexGabuev
Jun 18, 2020 • 6 tweets • 4 min read • Read on X
Yet another big win for @Huawei in Russia. The government working group on digital economy (includes regulators & telecom companies) has blocked a proposal to use only 🇷🇺-made hardware in rollout of national 5G network, according to @kommersant. 1/ kommersant.ru/doc/4380525?fr…
2/ The requirement to use Russian-made equipment for 5G was pushed by Ministry of digital development and telecommunication (@minsvyaz_news), but has met strong resistance from the companies, as local hardware will not be produced before 2024 and thus will delay 5G rollout
3/ It looks like the 🇷🇺 government is doubling down on plans for swift rollout of 5G, as a direct result of growing demand for speed&network capacity driven by COVID & work-from-home. Another factor is tech-obsessed Mikhail Mishustin as new PM of @GovernmentRF.
4/ Russia will have to rely on foreign vendors, particularly those who will be ready to localize and offer a financial package since the state is in belt-tightening mode. Which of the 3 big foreign vendors in 🇷🇺 (@Huawei, @ericsson, @nokia) fits this description better? 🤔
5/ Of course, the telecom companies will try to hedge their bets as much as they can, and buy from different vendors. However, for a number of reasons @Huawei's position looks stronger, as I've argued previously 👇
6/ A case study on @Huawei's strategy and toolkit in Russia (authored by your humble narrator) is coming out soon as part of @CarnegieEndow's flagship #PaxSinica research project. More details here 👇carnegie.ru/specialproject…

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More from @AlexGabuev

Alexander Gabuev 陳寒士 Profile picture
Oct 22
🇨🇳🇷🇺🧵
Today's meeting between Putin and Xi before opening of BRICS summit is like an iceberg - the invisible part under the water is much bigger than the one meant for outside observers. However, there is an interesting detail in the Kremlin's otherwise laconic readout... 1/7 Image
2/ ... and it's the list of people present from both sides. For some reason, Xi is accompanied not only with top figures of his national security team (Cai Qi, Wang Yi etc.), but he has also brought to Kazan some of the key members of his economic team. kremlin.ru/supplement/6214
3/ Among them are Pan Gongsheng (PBOC), Zheng Shanjie (NDRC), Lan Foan (minister of finance), Wang Wentao (minister of commerce). Interesting contrast to the fact that samae officials (Pan & Lan) have skipped a BRICS ministerial in Moscow just a week ago. reuters.com/world/top-bric…
Read 7 tweets
Alexander Gabuev 陳寒士 Profile picture
Jul 24
🇨🇳🇷🇺🧵
Is China distancing itself from Russia economically, as the West urges Beijing to do amid war in Ukraine? Not really, if you look at this week's travel of Ding Xuexiang, one of Xi's top economic lieutenants. 1/15 Image
2/ This year 🇺🇸 has invested a lot of effort to choke off Chinese support for the Russian war machine, including threats of sanctions against 🇨🇳 banks involved in trade, and tightening the screws against landmark projects like Arctic LNG-2. Is it working?
3/ 🇨🇳customs statistics shows that breakneck pace (+26.3%) of 🇨🇳🇷🇺 trade growth in 2023 has slowed down to just 1.8% in Jan-June 2024. Key here is a visible drop in 🇨🇳 exports to 🇷🇺 by 0.8% (imports have grown by 3.9%). customs.gov.cn/customs/302249…
Read 15 tweets
Alexander Gabuev 陳寒士 Profile picture
Jun 14
Why is China not attending 🇺🇦 Peace Summit in🇨🇭? What may be 🇨🇳 plan for diplomacy around the war started by Xi's partner Vladimir Putin? Some thoughts in a new @ForeignAffairs piece, and more details in this🧵
foreignaffairs.com/china/why-chin…
2/ Roots of 🇨🇳 decision to skip 🇨🇭 summit can be traced back to last August, when Xi's special envoy Li Hui 李辉 appeared in Jeddah, which sparked expectations that Beijing is ready to engage in multilateral diplomacy based on @ZelenskyyUa peace formula. wsj.com/articles/with-…
3/ However, after Li sat through the discussion and had brief conversation with @JakeSullivan46 & Toria Nuland, China's conclusion was that it shouldn't engage in next rounds. The agenda is set by @AndriyYermak, the peace formula doesn't change to include 🇨🇳 suggestions, and... Image
Read 16 tweets
Alexander Gabuev 陳寒士 Profile picture
May 13
What does a cabinet reshuffle in Russia mean for 🇨🇳🇷🇺 government-to-government ties? It's about continuity, deepening, and long-term. Also, as Beijing and Moscow expand their defense industrial cooperation, Putin has elevated high-caliber professionals with China experience. 🧵 Image
2/ Putin's government set to be appointed by Duma today is an old-new cabinet, with very few changes. This is a quite competent team that has worked together for 3+ years. They have weathered COVID, war, and sanctions - much better than Russian generals perform on the battlefield
3/ For 🇨🇳🇷🇺 government-to-government ties, this continuity is very important. Since Xi's state visit to Moscow in March 2023, the Kremlin and Zhongnanhai have invested serious effort in order to get senior officials on both sides to know each other well.
Read 19 tweets
Alexander Gabuev 陳寒士 Profile picture
May 10
Is 🇺🇸 recent push to choke off 🇨🇳 supplies of dual-use goods to 🇷🇺 having an effect? It looks like it, according to the newest Chinese customs data. But I'm not holding my breath: over the last 2+ years Beijing and Moscow have found ways to adapt to U.S. sanctions. Short 🧵 Image
2/ Newest customs statistics is out, and it shows that Beijing's exports to Russia continue to decline for a second month. April shipments to 🇷🇺 are $8.3b, down 13.7% compared to April 2023. This is bigger than yoy exports drop to 🇺🇸 (-2.8%) or 🇪🇺 (-3.6%). customs.gov.cn/customs/302249…
3/ Russian exports to China are growing ($11.5b in April), but the drop of imports is significant and it builds on nearly 16% drop in March - the first such decline of 🇨🇳 exports to 🇷🇺 since summer 2022. bloomberg.com/news/articles/…
Read 10 tweets
Alexander Gabuev 陳寒士 Profile picture
May 9
🇷🇺⚔️🇺🇦🔭🇨🇳
What lessons are Chinese leaders learning from Russia’s war on Ukraine? They may be the opposite of those the @WhiteHouse wants them to learn. Some thoughts from a @WSJopinion piece, in a short🧵
wsj.com/articles/xi-ji…
2/ The demonstrative effect of Western reaction to Putin's aggression was very much on U.S. policymakers' mind very early on. Here is how @SecBlinken is talking about it last year in Helsinki. ru.usembassy.gov/secretary-blin…
Image
3/ And here is @CIA director William Burns discussing it in his recent essay for @ForeignAffairs: foreignaffairs.com/united-states/…
Image
Read 17 tweets

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