Ken Moriyasu Profile picture
Sep 6 5 tweets 2 min read
Drones will play big role in Taiwan conflict: Turkey’s Baykar

1/ In an interview at #Teknofest, Baykar CEO Haluk Bayraktar said those who do not harness the power of drones will be on the losing side of future conflicts.
@SinanTavsanasia.nikkei.com/Editor-s-Picks…
2/ Drones are effective in naval warfare as well as land wars, Bayraktar said.
“TB2 drones destroyed several Russian naval assets in the Black Sea going at fast speed. No other weapon can hit those with such precision strike”
3/ Baykar drones are now the world’s top seller, the CEO said, noting that the company’s client list has surpassed the number of countries that all Chinese manufacturers have exported to combined.
4/ Asked if Baykar would consider selling drones to India, Bayraktar responded in the negative. “As a company principle, we are against ‘war profiteering,’ or selling arms to both sides. Our priority is to share our capabilities with brotherly countries” like Pakistan.
5/ ⬆️ This is important.

Today, Turkish drones are the heroes of the Ukrainian war. Tomorrow, Turkey will dictate who they will support and that may tilt future battles. “Azerbaijan, Pakistan, Ukraine are our priority.”

I am going to read Clash of Civilizations again!

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More from @kenmoriyasu

Sep 8
Courting India: U.S. & Japan press the gas pedal

1/ DOD grants Indian attaches escort-free access inside the Pentagon.

"To get access like this requires a NEED to be there” an analyst said.

With @Kimsubh
asia.nikkei.com/Politics/Inter…
2/ The "need" to have India on board in the great-power competition in the Indo-Pacific is becoming clearer to policymakers in Washington, Tokyo and Canberra.
3/ One idea that is gaining traction in the Pentagon is that India could pose a "second-front problem" for China in a potential Taiwan conflict.
asia.nikkei.com/Politics/Inter…
Read 7 tweets
Sep 6
Second Fronts in Great-Power Conflicts

Great video by @HooverInst on second-front strategies.
How to deter China and Russia in the most effective way.

policyed.org/unarchived/sec…
2/ The video is based on a February paper by Russell A. Berman and Michael Auslin.

To distract Russia, the U.S. and Turkey could take Crimea.

Or maybe challenge Russia in the Northern Islands above Japan.

nationalinterest.org/feature/openin…
3/ To distract China on Taiwan, Washington should discuss with New Delhi the possibility of joint action along China’s disputed border region with India, the authors say.
The deployment of U.S. special forces in the South China Sea to take over Chinese positions may be another.
Read 5 tweets
Aug 31
AUKUS submarines: A burden too big for overloaded U.S. shipyards

1/ A senior U.S. Navy official has expressed concern that assisting Australia in acquiring nuclear-powered submarines may be too much of a burden for America's overstretched shipyards.

asia.nikkei.com/Politics/Inter…
2/ During a webinar at the Mitchell Institute, Rear Adm. Scott Pappano was asked if helping Canberra acquire nuclear submarines could chip away at America's own submarine plans.
It would be "detrimental" he said.
(Around the 16:10 mark)
3/ AUKUS envisions building the subs in South Australia. But recently there are suggestions from Australia to build the first few boats in existing U.S./U.K. shipyards to accelerate the process.
aspistrategist.org.au/building-overs…
Read 11 tweets
Aug 31
The U.S. is ready for the next era of globalization

1/ A very interesting op-ed from @USAmbJapan. The elements that matter in the new era are stability and sustainability, energy and data, he says.

Reminds me of @PeterZeihan
asia.nikkei.com/Opinion/The-U.…
2/ "In an increasingly unstable world, the strongest economies will be those that provide all parties with a high level of stability and sustainability grounded upon a vibrant legal system and rules-based partnerships"

U.S. yes, China no. (India yes too)
3/ "Energy security will be to the future what market access was to the last 30 years: the most powerful economic tool for advancing U.S. national interests, winning friends and influencing enemies"

"In Europe's time of need, America's natural resource abundance counts"
Read 4 tweets
Aug 29
So much to digest in this durian story from our Beijing bureau chief.

1/ Popularity is soaring in China for a high-end Malaysian durian called “Musang King,” aka the “Hermes of durian”

China’s participation in RCEP is a major tailwind for exports.

asia.nikkei.com/Economy/Trade/…
2/ In addition to the elimination of tariffs, RCEP stipulates that customs clearance of perishable goods will basically be completed in less than six hours.

This will significantly reduce costs and provide a great advantage for durian, for which freshness is critical.
3/ But the boom also sheds light on the challenges of forming a big free-trade zone with China.

Malaysia is rapidly developing durian plantations in its tropical rainforests.

But no one knows how long the mania in China will last.
Read 7 tweets
Aug 24
Russia's attempts to squeeze Europe on energy have been negated by an unexpected player, China.

Faced with weak demand at home, China is reselling its LNG cargo on the spot market (for a big profit)

Europe has managed to increase gas fill rates to 77%.

asia.nikkei.com/Politics/Inter…
2/ But while China's economic slump has brought much-needed relief to Europe, it comes with a major footnote. As soon as economic activity bounces back in the communist nation, the situation will quickly reverse.
3/ It also makes Europe dependent on Beijing for its energy, which bucks the geopolitical trend whereby the U.S. and its allies are seeking to defend a liberal international order.
Read 5 tweets

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