THREAD
Today's agreement may turn another bloody page in the tragedy that is Nagorno-Karabakh conflict. Setting emotions aside, here are couple of quick points on Russian calculus and handling of the issue - and some possible implications for 🇷🇺 standing in the Caucasus.
2/ For many Russian decision-makers, resumption of hostilities in NK was a matter of "when" rather than "if." The Kremlin took note of 2016 war, and the conclusion was that time is on Azerbaijan's side if Baku becomes determined to use force.
3/ This is why Russia had encouraged Yerevan to become more flexible, and has always been clear that the 🇷🇺🇦🇲military alliance covers only internationally recognized Armenian territory, but not NK - a point reinstated very clearly by @MID_RF on 10/31 mid.ru/en/foreign_pol…
4/ By Moscow's assessment, @NikolPashinyan's way of handling the conflict and relations with Baku have been extremely risky since 2018, leaving Russia with increasingly fewer options to prevent a military scenario. As the war resumed, it had left Moscow with few good options.
5/ Beyond a very clear determination not to fight a war in NK to compensate for Yerevan's own missteps (as viewed by Moscow), Russia had its own reasons to maintain good ties with Azerbaijan, very eloquently explained recently by my colleague @baunovcarnegie.ru/commentary/829…
6/ And then there is a very complicated relationship with Turkey that matters much for Moscow's broader game in the Middle East and Northern Africa. For more context tune in to my recent conversation with dear colleagues @Tom_deWaal & @sinanulgen1carnegie.ru/commentary/829…
7/ Today's deal announced by Putin, @presidentaz & @NikolPashinyan in many ways addresses core Russian interests in the conflict, and is perhaps the best outcome (at least in short term) Moscow could get out of the situation. kremlin.ru/events/preside…
8/ The deal is brokered and signed by Russia and the two conflicting powers, showing Moscow's centrality to diplomatic resolution (with Turkey in the back, but with no formal role, which is an important nuance). And no role for 🇺🇸🇪🇺, which is important in the Kremlin's worldview.
9/ Russia managed to prevent full defeat of NK (and the likely additional amount of human suffering - on top of the tragedy that these 6 weeks have brought) at a time, when the situation on the battleground looked increasingly advantageous for 🇦🇿 after capture of Shusha.
10/ Russia has put its 2000 peacekeepers in NK - something that Moscow wanted to do back in 1994, but was unable to. There will be no Turkish armed peacekeepers, which is very important for Moscow.
11/ Presence of the 🇷🇺 peacekeepers (in Moscow's view) is a guarantee that 🇦🇿 will not be tempted to resume the war and capture all of NK territory. The Kremlin is sure that @presidentaz took note of what happened after shelling of 🇷🇺 peacekeepers in 2008 in South Ossetia.
12/ Ties with Baku have not been damaged, although much stronger 🇹🇷 influence in Azerbaijan and broader region became very visible. However, growth of Ankara's presence in the region was in the making for years, and Moscow sees it as an inevitable downside of the new order.
14/ Finally, there is Armenia. The sense of Russian betrayal and level of emotions is explainable and expected by Moscow (and it might weaken or end Pashinyan's rule). However, 🇦🇲 has few realistic alternative options as banking its security on Russia.
15/ As always, my @CarnegieRussia colleague @DmitriTrenin brilliantly sums it up - there is a new regional order in the making, with Russia still indispensable, growth of Turkish role, and diminishing relevance of the West.
16/ Moscow is satisfied with this outcome, given the options that it has. And I haven't met any senior Russian official who believes that Moscow will ever be able to be in full control in the South Caucasus with no other powers in the mix. It's more about balance than dominance.
17/ The whole situation tells us something new about the way Moscow exercises foreign policy, including in the post-Soviet space. There is a better calibration of tools to address regional crisis, and somewhat more relaxed and realistic view on Russian aims. END
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2/ Before the election, the prevailing view in the Kremlin was that a victory for @JoeBiden would be bad for Russia, because a Democratic administration might impose new economic sanctions on Moscow as punishment for its bad behavior
3/ See this great dispatch from September by @meyerhenry4 & @world_reporter. My own conversations with some 🇷🇺 officials and executives mostly resonate with @bpolitics story (although nobody's sample of GOR contacts is fully representative, of course). bloomberg.com/news/articles/…
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There is yet another high profile 🇨🇳🇷🇺 spy case. Alexander Lukanin (64), a researcher from Tomsk, has been arrested by the FSB for transferring sensitive technology to China, according to @MBKhMedia. Here is some context 👇 1/ mbk-news.appspot.com/news/v-tomske-…
2/ Alexander Lukanin was a researcher at Tomsk polytechnic university, and later on he worked at Institute of physics of strength & material science, a highly reputed research institution in Siberia. His research was focused on high-voltage power supply that has military use
3/ After retirement Lukanin was invited to work at Shenyang in North-East China. According to @MBKhMedia, his employer was Shenyang University (沈阳大学), but the city hosts some PLA-tied research institutions. Good background in this @ASPI_ICPC report aspi.org.au/report/china-d…
THREAD. Chinese customs data is out. It shows that 🇨🇳🇷🇺 trade is gradually going back to pre-COVID levels. Key driver for Sino-Russian economic relationship in the near&mid-term will be politics rather than markets: fallout of @navalny's poisoning, crisis over #Belarus, US-China.
2/ China's Customs has released its August data. 🇨🇳🇷🇺trade in Jan-Aug was $68.63b, -3.2% compared to 2019. Decline in trade is slowing down (in Jan-Jul it was -4.5%), and trade volumes are growing for a second month in a row: +4.2% in Jul, +4.1% in Aug. customs.gov.cn/customs/302249…
3/ Key factor of growth is rise in 🇷🇺 imports from 🇨🇳 for the fifth month in a row. In Aug alone it added 17.8% ($5.23b). This is a reflection of a far better state of 🇷🇺 economy than many have feared in spring, as @AndrianovaAnna explains in @businessbloomberg.com/news/articles/…
THREAD Failure to address Moscow's growing dependency on @Huawei will help Beijing embed Russia in a China-centred technological order, a digital #PaxSinica with worrying, global ramifications, I argue in my new piece for @FT. Here is why 👇 1/ ft.com/content/f36a55…
2/ As US-led pressure campaign against @Huawei starts to bear fruit, and now @10DowningStreet even contemplates an alliance of democracies to provide developing countries with alternatives to Huawei in 5G, this effort overlooks one key battleground: Russia thetimes.co.uk/article/downin…
3/ If @Huawei succeeds in establishing control over 🇷🇺 5G buildout, that will strengthen 🇨🇳 position in the battle for other EMs. Influence of example is key. If proud and technologically sophisticated Russia believes that Huawei is safe, why should Brazil or South Africa resist?
Great @WSJ deep dive story on 🇨🇳🇷🇺 by @yarotrof & @tggrove. @DmitriTrenin nails it: “There is an increasing realization in Russia that getting too close to the Chinese giant can lead to undesirable dependence on Beijing.” Couple of additional thoughts 👇 wsj.com/articles/weary…
2/ Moscow indeed becomes increasingly alerted to and concerned about its growing dependency on China, as is evident in recent conversations with 🇷🇺 senior government officials and business executives from both private sector & SOEs.
3/ It's not really about the mutual distrust exposed by early stages of COVID management, and not about spying including the most recent case since great powers spy on each other, even closest allies (Angela Merkel can tell you all about it)...
With all eyes on China-India, it was easy to miss today's important digital forum on BRI chaired by Wang Yi. Some sharp observations by @Igor_Denisov in a short thread 👇+ brief comments by yours truly 1/
2/ Russia's showing is illustrative for a precarious balancing act in Moscow's relationship with Beijing, and BRI in particular. FM Sergey Lavrov recorded only a short video, otherwise 🇷🇺 was represented by Ambassador Kirill Barsky, one of the best China hands at @MID_RF
3/ The message is simple: we want to partner with you, China, but we are not part of BRI and won't join the club of your junior partners. Instead Moscow is pitching to Beijing to have a video call between Wang Yi and FMs of Eurasian Economic Union to discuss EEU/BRI docking 对接