Sam Greene Profile picture
Feb 24 15 tweets 3 min read
A bit of analysis, with the caveat that I am struggling to hold it together right now. People in my line of work aren't supposed to be affected by this stuff, but we are. Sorry.

The strategic ambiguity, as always, remains, but it is looking increasingly like cover for a war.
I am trying very hard to find a way to read "de-militarization and de-nazification of Ukraine" as anything but full-scale invasion. I'm failing, but hoping someone better than me succeeds.
Putin declared a war by another name -- a "special military operation". He also said there would be no occupation, but if you can have a war you don't call a war, I suppose you can also have an occupation that you don't call an occupation.
The fact that he didn't say what he's going to do is meaningful. It's very hard to imagine that Putin goes on TV at 5:45am if he's planning to stay behind the cease-fire line. It is still possible that this leads only to a small-scale incursion. But it sure doesn't feel that way.
As I write this, @nytimes reports explosions in Kyiv, Kharkiv and elsewhere.
And Odesa and Dnipropetrovsk.
To be very clear, I'm not engaging in or inviting whataboutism. But what we are about to see in Ukraine is Putin's attempt to replicate US operations in Iraq, if they're able to effect the de-capitation of the Ukrainian state. Failing that, he'll settle for Serbia.
It's noteworthy that Putin drew a parallel -- Chechnya, Crimea, Syria, Donbas. What can we learn from that?

Crimea was peaceful, but Russia's operations in Chechnya and Syria involved the wholesale destruction of cities, with little or no regard for civilian casualties.
I'm not saying that's what Putin has in mind for Ukraine -- just that the Russian military has form.
But it is also worth noting that Russians have not seen their bombs fall on cities like Kyiv and Kharkiv and Odesa -- cities they've been to, where they have friends and relatives, and which are populated by people who look and sound like them. (Yes, chauvinism is a thing.)
Now reporting troops landing in Odesa, crossing into Kharkiv.
Russian troops now appearing in Odesa, Kharkiv. Have to assume that Kyiv is next.
We're going to learn a lot about human nature in the next few hours and days. We'll learn how easy or hard it is to fight and die for a cause or for an order. We'll learn how easy or hard it is to make people hate and kill.
We've heard predictions that Ukrainians will fight in the streets. Maybe. We've heard predictions that Russians won't tolerate the slaughter of their neighbors. Maybe. We've also heard predictions that this war wouldn't happen. Hell, I made those predictions. I was wrong.
Хай живе Україна.

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More from @samagreene

Feb 24
One more thread today, and then I'm going to take a break and decompress for a while. This one's about protests and Russian public opinion.
Per @OvdInfo, there have been ~1700 arrests at anti-war protests across Russia today. Given the propensity of these numbers to lag, the actual number is probably higher.
We don't know how many people came out to protest. It may not have been very many, but it will likely have been 10-20 times the number who were arrested, at least.
Read 17 tweets
Feb 24
Reading between the lines on sanctions, it's a decidedly mixed picture.

What has been announced thus far is very clearly not the full package of sanctions that had been on the table. Exactly why that's the case is a question worth discussing.
To be clear, these sanctions will hurt. Quite a bit. Together with the falling ruble, the financial and banking sanctions will sap Russia's reserves and raise its capital costs.
The sanctions on the offspring of oligarchs are more interesting. These are designed to sharpen the focus of the entirety of the Russian elite on the future, and to force them to reconsider whether they're willing to let Putin mortgage their kids' futures.
Read 13 tweets
Feb 24
Throughout this crisis, one key analytical divide (of several) has been between those analysts who focus on Russian domestic politics on the one hand, and military analysts on the other. I'm obviously in the former camp.
By and large, with notable exceptions, analysts of Russian domestic politics thought war was possible, but unlikely. We generally came to that conclusion based on the risks that a war entails for Putin domestically, and a general assumption about the primacy of domestic politics.
We can debate those conclusions and assumptions later, but we were obviously wrong.

Military analysts generally looked at the scale of forces arrayed against Ukraine and said this was too big to signal anything but war. It certainly looks like they were right.
Read 9 tweets
Feb 24
As best I can tell, Putin is declaring war on live TV at 05:45am Moscow time.
Drawing a series of parallels -- Chechnya, Crimea, Syria, Donbas. "We simply haven't been given another option to defend our people other than the one we are forced to use today."
"The People's Republics of Donbas have asked for our help. ... I have decided to launch a special military operation. ... We will seek to demilitarize and de-nazify Ukraine."
Read 12 tweets
Feb 22
I'm seeing a good deal of ire and snark about UK sanctions, and while I'm usually up for a good deal of ire and snark, I'm not sure it's entirely deserved in this case.
If you missed it, here it is, targeting the assets and operations of key banks and billionaires.

bbc.com/news/uk-politi…
Yes, it feels like small beans, compared to what the EU and the US are doing. But then the UK _is_ small beans compared to the EU and the US, which can, if they want, entirely upend the Russian economy. London can't.
Read 9 tweets
Feb 22
Again, maintaining the ambiguity — but we look set to avoid a shooting war for now.

What comes next depends on your interpretation of why Putin made his move yesterday.
If you believe he’s after Ukraine in whole or in part, then expect Putin to wait and see how Kyiv reacts viz military posture, and how US and EU react viz sanctions, and then re-calibrate his risk-reward model before deciding how far and how hard to press on.
If you believe he’s just after DNR/LNR and has written off the rest of Ukraine, then expect gradual creep to secure key infrastructure (see Georgia’s ever-shrinking borders), but probably avoiding major war (and major sanctions).
Read 7 tweets

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