Alexander Gabuev 陳寒士 Profile picture
Mar 10, 2022 16 tweets 6 min read Read on X
🧵Two weeks ago, as Vladimir Putin was declaring his vicious war on Ukraine, he called the West an "Empire of Lies." In fact, the Kremlin's disastrous move was itself rooted in lies, misconceptions and giant lapses of expertise & intelligence. 1/ Image
2/ Historians will know more about the decision-making process behind the tragic events. To date, this essay by @andrewsweiss & @eugene_rumer best captures Putin's motivation for going into this war. Unfortunately, it turned out to be prophetic. carnegieendowment.org/2021/11/12/ukr…
3/ War preparation was conducted in high secrecy in order to avoid leaks. Instead of a rigorous interagency process, the whole war planning was reduced to a clandestine operation developed by just a handful of people in uniform and the president himself. economist.com/by-invitation/…
3a/ Side note: given the secrecy, accuracy of 🇺🇸 intelligence community's predictions (even the public part of it spread through media and official statements) deserves credit, and explains why USG was so reluctant to share sensitive details that could endanger sources & methods.
4/ It looks like even during the planning of the military campaign, there weren't enough generals able to ask "what if" questions that could help to do serious contingency planning and get ready for other scenarios than just a speedy victory of the Russian troops.
5/ Needless to say, the preparation to the Western sanctions response was even more flawed since Putin has kept his economic team entirely in the dark. This @FT piece by @maxseddon & @polinaivanovva accurately captures relaxed mood before the invasion. ft.com/content/a2eaba…
6/ Since 2014 various "sanctions task forces" in the 🇷🇺 government (first led by Igor Shuvalov, then by Anton Siluanov & Andrey Belousov) claimed that they have looked into all possible sanctions scenarios, including Iran & North Korea, and did contingency planning accordingly.
7/ It appears that Putin and his war cabinet have developed a false sense of security by the mere existence of these counter-sanctions plans. Nobody did a proper sanity check, while the economic team looked at doomsdays scenarios as "high impact & nearly zero probability."
8/ Vested interest around import-substitution (think Sergey Chemezov etc.) might be another factor explaining why Putin was lulled by the narrative that 🇷🇺 economy is nearly sanctions-proof, and all it takes is just throwing some more money to fix a few outstanding issues.
9/ As a result, neither the war plan, nor the plan to address the economic fallout of possible Western sanctions was rigorously discussed and carefully vetted. The decision has never been run through a "Slepakov test," to use Russian officials' slang.
10/ The other element of Putin calamitous decision to go to war was a long-standing paradox of the Russian foreign policy: the Kremlin has a more nuanced understanding of China or the Arab World than of its closest neighbors in the post-Soviet space, especially Ukraine.
11/ The reasons are many. To start with, the Russian Empire has never perceived Ukraine as a "colony," and thus has never developed a discipline to study Ukraine as "the Other." When Putin wrote that Russians and Ukrainians are "one people," he actually meant it.
12/ These problematic assumption has led to a giant flaw in the Kremlin's understanding of Ukraine. Hence 🇷🇺 diplomats & spies who didn't bother to learn the language or study the culture, and policymakers operating on stereotypes.
13/ Back in 2014 my former @kommersant colleague Liza Surnacheva (@Schroeding) & I have looked into 🇷🇺 chain of command dealing with fallout of Maidan, and didn't find a single decision-maker with a sophisticated expertise on Ukraine. kommersant.ru/doc/2416461
14/ The level of Ukraine expertise in Russia documented by @Schroeding in 2014 was terrifying, and it hasn't improved since. If anything, it only got worse. kommersant.ru/doc/2470379
15/ Clandestine nature of Putin's decision-making on national security and deplorable state of Russian expertise on Ukraine were among factors contributing to ruinous decision to start this ugly war - a tragedy for Ukraine, and a catastrophe for Russia.

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More from @AlexGabuev

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
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
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
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
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
Apr 25
The fact that 🇷🇺 will receive 28% less for its gas in 🇨🇳 than in Europe, but still seeks to expand gas sales to China, illustrates a dilemma Moscow faces in economic relations with Beijing. Simply put: amid war in 🇺🇦, there is no alternative to dependency on China. 🧵1/14 Image
2/ According to this excellent story in @business, 🇷🇺 government expects to earn 28% less in 🇨🇳 market for same amounts of gas than in EU & Turkey. For example, in 2024 it's $257 vs $320 for 1,000 m2. bloomberg.com/news/articles/…
3/ This reality shouldn't come as a surprise. As my @CarnegieEndow colleague @SergeyVakulenk0 has established in the best to date study on 🇨🇳🇷🇺 piped gas pricing formula, a discount benefiting Beijing is nearly pre-programmed in the devil's bargain. carnegieendowment.org/politika/89552
Read 14 tweets

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