I started my substack with a text "How Russia got so big and so cold"? History of Russian imperial expansion, teaches some important lessons about Russian big strategy. Media focuses too much on its ideological context and too little - on economic one
Let's look at the map of Muscovite expansion. The rise of Muscovy was a chain of hostile takeovers oriented northward - to control the supply of furs from the North and Siberia (orange line). They would push their representatives into local administrations and then impose control
That's how Moscow secured the supply of the main tradable good it could get, the furs, and cut off its main rival of Novgorod from its supply lines. After Novgorod was isolated from its eastern lands, which supplied it with tradable goods, the fall of this republic was determined
Over the centuries, the main concern of Russian power was:
1. Secure the supply lines of tradable goods (natural resources) 2. Secure their export flows to the West
Export was vital for funding technological import. And technological import was vital for the imperial expansion
Consider the map of Oprichnina - the lands Ivan the Terrible took under his direct rule. We see its economic context. Control the routes to Siberia in order to get the natural resources and control the export lines to Europe to ship them off. So he moved his residence to Vologda
Russian expansion northward was motivated by these trade concerns = supply + export of natural resources. The North which controlled both was the richest region of Russia. Consider the number of taxpaying (= free and rich enough) households in 1682-1683. Only the North had cash
But then Russian communication lines were shifting south. Through the internal waterways Russia reached Okhotsk (red) - the first Pacific base from where the expansion to Alaska started in the 18th c. The real rise of the south started circa 1900 with the Trans-Siberian (grey)
That's why construction of Trans-Siberian was so important. Heir apparent personally oversaw and opened it
Tip: If you wanna know priorities of Russian rulers, check what their kids are doing. Nicholas - railways, Stalin's sons - army. And Putin's daughters? High-tech healthcare
These new communication lines reshaped the country - decline of the north, rise of the south. The old capital and trade hub of Siberia Tobolsk dropped. While Novosibirsk which emerged in 1893 as a construction workers' camp emerged as new capital and third largest city in Russia
Only with completion of the Trans-Siberian Russia gets its current configuration, with population being concentrated along the southern border, Canada-style. That hasn't been the case historically. In fact, this shift to the south continues and will reshape Russia even further
Lessons
Russian imperial expansion is dependent on technological import. And import is funded by the export of natural resources. Hence priorities
1. Secure supply lines for these resources 2. Secure their export lines
In this respect Putinomics is no different from Oprichnina
Furthermore. LOTR style battles played less role in Muscovite expansion than we presume and hostile takeovers - far larger. Main wars were won by expanding Muscovite influence within existing institutions through pressure and blackmail. Army was used later, to finish them off
The biggest point of failure in the entire expansion mechanism is the export flow. No export revenue -> no technological import -> no expansion. That's why Russia is aggressive while the fossil fuels are expensive, and docile when they're cheap. Russia is not self-sufficient
And finally. For the past 400 years, Russia has been continuously moving south. Its centre of gravity shifted from the sub-Arctic to Volga. In the future we should expect it to move even further south to the Russian sunbelt on Krasnodar coast. That's already happening. End of🧵
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Let's have a look at these four guys. Everything about them seems to be different. Religion. Ideology. Political regime. And yet, there is a common denominator uniting all:
Xi - 71 years old
Putin - 72 years old
Trump - 79 years old
Khamenei - 86 years old
Irrespectively of their political, ideological, religious and whatever differences, Russia, China, the United States, Iran are all governed by the old. Whatever regime, whatever government they have, it is the septuagenarians and octogenarians who have the final saying in it.
This fact is more consequential than it seems. To explain why, let me introduce the following idea:
Every society is a multiracial society, for every generation is a new race
Although we tend to imagine them as cohesive, all these countries are multigenerational -> multiracial
In 1927, when Trotsky was being expelled from the Boslhevik Party, the atmosphere was very and very heated. One cavalry commander met Stalin at the stairs and threatened to cut off his ears. He even pretended he is unsheathing he sabre to proceed
Stalin shut up and said nothing
Like obviously, everyone around could see Stalin is super angry. But he still said nothing and did nothing
Which brings us to an important point:
Nobody becomes powerful accidentally
If Joseph Stalin seized the absolute control over the Communist Party, and the Soviet Union, the most plausible explanation is that Joseph Stalin is exercising some extremely rare virtues, that almost nobody on the planet Earth is capable of
Highly virtuous man, almost to the impossible level
Growing up in Russia in the 1990s, I used to put America on a pedestal. It was not so much a conscious decision, as the admission of an objective fact of reality. It was the country of future, the country thinking about the future, and marching into the future.
And nothing reflected this better than the seething hatred it got from Russia, a country stuck in the past, whose imagination was fully preoccupied with the injuries of yesterday, and the phantasies of terrible revenge, usually in the form of nuclear strike.
Which, of course, projected weakness rather than strength
We will make a huuuuuuge bomb, and drop it onto your heads, and turn you into the radioactive dust, and you will die in agony, and we will be laughing and clapping our hands
Fake jobs are completely normal & totally natural. The reason is: nobody understands what is happening and most certainly does not understand why. Like people, including the upper management have some idea of what is happening in an organisation, and this idea is usually wrong.
As they do not know and cannot know causal relations between the input and output, they just try to increase some sort of input, in a hope for a better output, but they do not really know which input to increase.
Insiders with deep & specific knowledge, on the other hand, may have a more clear & definite idea of what is happening, and even certain, non zero degree of understanding of causal links between the input and output
I have recently read someone comparing Trump’s tariffs with collectivisation in the USSR. I think it is an interesting comparison. I don’t think it is exactly the same thing of course. But I indeed think that Stalin’s collectivisation offers an interesting metaphor, a perspective to think about
But let’s make a crash intro first
1. The thing you need to understand about the 1920s USSR is that it was an oligarchic regime. It was not strictly speaking, an autocracy. It was a power of few grandees, of the roughly equal rank.
2. Although Joseph Stalin established himself as the single most influential grandee by 1925, that did not make him a dictator. He was simply the most important guy out there. Otherwise, he was just one of a few. He was not yet the God Emperor he would become later.