A thread, in which I admit a mistake of analysis.

TL;DR: I didn't think the Kremlin would go all in on repression as quickly and as deeply as it has.

/1


moscowonthames.wordpress.com/2021/04/30/no-…
There’s an adage in political science that you shouldn’t predict the future if you’re likely to live long enough to see it. It’s a good maxim, and while I generally try not to break it, I sometimes fail.

/2
One of those times was back in November 2018, when I looked at the challenges facing Vladimir Putin, the options on his menu, and tried to predict what he’d do. Looking back, I was right about most things, but wrong about one. I wish I hadn’t been.

iiss.org/blogs/analysis…

/3
Looking at Putin’s policy options, I wrote that he had four choices:

/4
In the end, I argued, Putin would go for Option 4.

/5
When you bear in mind that this was written a full year before Putin proposed constitutional reforms, that’s not a bad piece of political fortune telling!

/6
The reasons for this were clear enough and remain, I think, true. Breaking the Ruble, while politically attractive, would mean undermining one of Putin’s golden rules: if you’re not solvent, you’re not sovereign.

/7
Russia, of course, could borrow a lot before it faced a real debt problem, but Putin seems to see debt as a slippery slope and avoids it at all costs. Hence, the wholly underwhelming economic measures he proposed in his major policy address on 21 April:

/8
Breaking the elite, meanwhile, might have been possible at the height of Putin’s post-Crimea popularity — when any elite challenge would have been relatively easy to see off — but not once his numbers fell.

/9
At the end of the day, the Kremlin understands that Putin’s power rests first on the quiescence of the elite, and then on the participation of ordinary citizens.

/10
Keeping the elite on sides, then, was and remains a key priority, and, with the exception of a few gubernatorial shifts, we have seen precious little “structural reform” since 2018.

/11
Where I was wrong, though, was on my prediction that Putin wouldn’t move to “break the people”. I wrote:

/12
By the summer of 2019, it should have been clear that this prediction was wrong. The Kremlin ramped up arrests and street violence (albeit not to American levels on the latter count), culminating in the arrest of some 11,000 people in January 2021.

/13
Since then, they have moved to bar autonomous political activity writ large: Navalny is in jail, and his organizations are on the verge of being declared ‘extremist‘.
meduza.io/en/news/2021/0…
/14
Media outlets and even individual journalists are declared “foreign agents” and largely deprived of income.
themoscowtimes.com/2021/04/29/med…
/15
And the lawyers who stand up to all of this in court are — for the first time anyone can remember — themselves subject to prosecution.
nytimes.com/2021/04/30/wor…
/16
Why did I get this wrong? My only explanation is that I misunderstood the cost-benefit analysis from the Kremlin’s point of view.

/18
My thinking had been that increased repression created risks, if only because it could spark an unpredictable dynamic of contention, the consequences of which would be difficult to calculate. Given that the relationship with the opposition was manageable, why risk it?

/19
But from the Kremlin’s point of view, the question was evidently posed differently: was it riskier for the Kremlin to have an autonomous opposition, or to have none? The answer is clear.

/20
As @freedomhouse recently reported, the Kremlin has gradually concluded that it is no longer bound by the niceties of democratic procedure, by its commitments under the European Convention on Human Rights, or even by its own constitution.
freedomhouse.org/report/nations…
/21
Exactly why this is, is the subject of a much longer piece of writing, but the fact remains. The Kremlin — much like the Chinese authorities in Hong Kong, or its neighbors in Minsk — has decided that outright repression is now a legitimate form of governance.

/22
But that doesn’t mean the decision is without risk. China may never again be able to govern Hong Kong with the consent of its residents; Lukashenka’s rule will last only as long as the police are content to keep him in power. For the Kremlin, too, there is no turning back.

/END

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More from @samagreene

30 Apr
It's too early to know for sure, but the formal reason for Pavlov's arrest seems to revolve around this: navalny.com/p/6486/

/1
In that post, Navalny's team presents an overview of the materials they were allowed to see relating to the accusations of extremism against Navalny's organizations. To remind, that trial -- in which Pavlov represents the team -- is being held behind closed doors.

/2
Among the revelations was the news that the authorities were preparing a case against @navalny, @leonidvolkov and @ioannZH, essentially accusing them of running not a political organization, but an illegal sect.

vtimes.io/2021/04/29/sk-…

/3
Read 5 tweets
22 Apr
And so, #Russia de-escalates: First at home, and then in Ukraine.

(A quick thread. TL;DR: None of this is over just yet.)

/1
The most recent and very welcome piece of news is Shoigu's announcement that Russian troops will be pulling back from the Ukrainian border. It is very good to know that a full-scale invasion of #Ukraine is apparently not in the offing.

kyivpost.com/ukraine-politi…
/2
There will be a lot of mostly pointless arguing over why this happened. Some will claim that Russia never intended to invade. Others will claim that deterrence worked. Only Putin knows, and he isn't talking.

/3
Read 13 tweets
21 Apr
While we wait for the protests to kick off, it's worth spending a bit more time looking at the economic aspects of Putin's speech today.

TL;DR: It's underwhelming, but informative.

/1
For context: Broadly speaking, Russia has an economic problem, but not a fiscal one. The budget is in deficit but the fiscal position is strong, as are reserves, and the country can afford to borrow (even despite US sanctions on sovereign debt).

/2
GDP growth is unstable and anemic -- the headline projection of 3.8% is unimpressive, given what happened in 2020 (and projections of 5-6% in more mature markets).

/3
Read 18 tweets
23 Jan
The dust hasn't yet settled, but we can draw some early conclusions from today's protests in #Russia. TL;DR: The Kremlin and the opposition are at a stalemate.

/1
I don't see reliable nationwide turnout figures, but this feels similar in size & scale to the 2017 Dimon protests, which brought out 60-100k nationwide. This may be bigger. Either way, more than the Kremlin was hoping to see, but probably less than the opposition wanted.

/2
The Kremlin went to extraordinary lengths to keep people off the streets - including preventive arrests, online censorship, and threats to workers and students - and there's little indication it worked (though, I suppose, turnout could have been even higher).

/3
Read 17 tweets
9 Jan
It is possible to believe that Twitter and Facebook did the right thing to block Trump, and that, having done so, it lays bear a real problem for American democracy. The Biden Administration and the incoming Congress need urgently to address the power of online social media.

/1
First, Twitter’s cancellation of Trump is NOT a First Amendment violation. Twitter has a right to moderate the speech distributed on its network, and a responsibility to take the public interest into account.

/2
Moreover, Trump has not been deprived of the ability to speak. He has merely been deprived of the ability to speak on Twitter and Facebook. I am not overly troubled by the ability of private corporations to decide how consumers use those corporations’ resources.

/3
Read 13 tweets
6 Jan
I'm struck by something @LisaDNews just reported on @NewsHour from inside the Capitol: Once inside, many -- though maybe not all -- of the protesters seemed to become more relaxed, surprised that they had made it inside, but perhaps also in awe of where they were.

/1
Obviously this is purely anecdotal, but it's a reminder to take seriously the power of institutions, of tradition and of ritual.

/2
There is a reason that our great buildings of state are so impressive. Yes, they project power, but they also -- sometimes -- remind occupants that they are part of something bigger than they are.

Turns out, it may work on occupiers, too.

/3
Read 8 tweets

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