Kamil Galeev Profile picture
Sep 29, 2022 14 tweets 3 min read Read on X
I think Kremlin may view nuclear strike on Ukraine (with an American retaliatory strike) as a rational move. It may not make much sense in the context of foreign policy, but it does in the context of domestic policy. Meanwhile foreign policy is just domestic policy by other means
My argument is based on three premises:

1. Foreign policy serves domestic policy goals
2. Keeping power is *the* top priority of domestic policy
3. Kremlin is looking for a way out of the conflict

Launching a nuclear strike and getting a retaliatory one may be seen as a way out
If Putin is looking for a way out, that probably means he is looking for a way out that would allow him to keep the supreme political power. Which may be incompatible with suffering a humiliating military defeat from a supposedly inferior force. Like Japan in 1905 and Ukraine now
Many argued that Putin should be allowed to "save face". The thing is: it is nearly impossible for him to save face at this point. Inability to crush Ukraine is already a loss of face, no matter how you frame it. For a simple reason that Ukraine had been considered an inferior
The very idea that Ukraine can stand its ground against Russia would have been considered totally insane at the start of this year, both in Russia and outside of it. The fact that it does means that Putin has already suffered a major loss of face, and will continue suffering it
To keep power, you need to save face. And how can you save face? One obvious solution is: try to engage with the U.S. Make a nuclear strike that would inflict an American retaliatory strike. If you and your power survives that, that gonna be total win. Absolute victory
Russian public opinion considers Ukraine as absolutely inferior. That is why standards for not losing face in this conflict are pretty high. Since Ukraine is so ridiculous, inability to crush it is humiliating, no matter how you frame it. You can't defeat it, you lose your face
But Russian public opinion does not view the US as inferior, it's the other way around. That is why standards for not losing face in a conflict with the US are so much lower. I would say that inability of the US to crush Russia would be seen as American loss and Putin's win
Compare two scenarios:

1. Russia engages Ukraine. Then Russia not crushing Ukraine is Ukrainian victory. High bar
2. US engages Russia. Then the US not crushing Russia is Russian victory. (Seemingly) low bar

He absolutely may choose 2 as the bar for not losing face is lower
I would even say that provoking an American retaliatory strike may boost the regime. The US tried to defeat us, used the deadly force, but we still exist - that's the story of honour, heroism and stoicism. For the Putin's target audience I mean. That's a great and powerful myth
Meanwhile, mobilisation may stabilise the regime by simply getting rid of young males that could otherwise create problems. For example, if they were recruited by anti-regime forces, should the supreme power weaken. The less young males in the country, the stronger is Kremlin
Engaging with the US directly may sound suicidal foreign policy wise. At the same time it may sound totally rational domestic policy wise. Simply because the bar for saving your face (=keeping power) in this conflict would be much lower. They didn't destroy you = you win. The end
PS For example, the US destroying the Black Sea Navy as a response for a Russian nuclear strike absolutely may count as Putin's victory. It is very, very much easier to frame this scenario as honourable, than let's say an obvious military defeat from Ukraine
PPS Withdrawing before the US is very much preferable than withdrawing before Ukraine. In the first case, you can frame it correctly, save your face and prepare for a round 2. If you withdraw before Ukraine though, there may be no round 2

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More from @kamilkazani

Jul 25
Today I will introduce one more concept critical for understanding of how the manufacturing industry has evolved over the last few decades. It is the shift of technological knowledge from esoteric to exoteric

In the pre-digital era, manufacturing used to be mysterious, esotericImage
To visualize how the manufacturing worked in the pre-computer/early computer age, imagine the atmosphere of magic, mysticism, enigma. That would be not very far from truth.

To illustrate the idea, I will give you one simple, straightforward example. The train car production. Image
Train production is a very, very rare example of a Russian machinery industry that survived through the post-Soviet collapse. Of course, it contracted. Of course, it suffered losses. Still, it made it through, while most of the Soviet machinery sector was simply wiped out. Image
Read 22 tweets
Jun 17
Rocket Science

As I have already pointed out, general audience, analysts, strategists & decision makers included holds unrealistic notions of how the global economy is organised. Now that is because they never see the back end of industrial civilisation

So let me show you some
There is a major delusion of seeing Europe as a sort of retired continent that "lags in tech" or even "doesn't produce anything". To some extent, it is just American hubris. Image
But there is more in there than just hubris. There is also some honest, sincere ignorance. The thing with most people is that they see only facade of industrial civilisation. They never ever had a chance to look behind the curtains

Whatever there is behind, is a total mysteryImage
Read 26 tweets
Jun 1
Tu-160M, the "White Swan" is the largest, the heaviest and the fastest bomber in the world. Originally a Soviet design, the plane you see today has limited continuity with the USSR. It was created in late 2010s, as a combined project of Putin's Russia and Siemens Digital Factory Image
Original Tu-160 was created as a domesday weapon of the Cold War. Designed in the 1970s, it was officially launched into production in 1984. And yet, with the collapse of the Soviet Union the project was aborted. In 1992, their production ceased.

No Nuclear War, no White Swans. Image
With the fall of USSR, Russia suffered a catastrophic drop in military expenditures. As the state was buying little weaponry (and paying for it highly erratically), entire production chains were wiped out. That included some ultra expensive projects such as strategic bombers.Image
Read 21 tweets
May 19
I have repeatedly pointed out that the modern Russian military industry has little continuity with the Soviet one. Destroyed in the 1990s, it was effectively created anew in the Putin's era. Still, it may sound too abstract, so I will zoom in on one specific example:

Stankomash Image
Located in Chelyabink, Stankomash industrial park hosts major producers for the nuclear, shipbuilding, oil & gas and energy industries. It also produces weaponry, including mine trawls and artillery ammunition (based on the open sources)

All under the umbrella of Konar company Image
Some examples of the Stankomash manufacture. These photos well illustrate the philosophy of Soviet/Russian dual use industry. In the peace time, you focus primarily on civilian products, in the war time you convert it all to the production of weaponry.


Image
Image
Image
Image
Read 27 tweets
May 17
No offence, but this is a completely imbecile, ignorant, ridiculous framing. I have no explanation for all this debate except for a complete & determined ignorance of the foreign policy making class, and their refusal to learn literally anything about the material world.
"Components" framing makes sense when we are discussing drones. Why? Because drones are literally made from the imported components. You buy like 90% of them in China, and may be you make like 10% domestically. For the most part, you just assemble what you bought in China.
Not the case with missiles. Most of what the missile consists of, including its most critical, hard to make parts is produced domestically. Why? Because you cannot buy it abroad. More often than not, you cannot buy it in China. You can only make it yourself, domestically.
Read 9 tweets
May 12
Contrary to the popular opinion, Andrey Belousov's appointment as a Minister of Defense makes perfect sense. From the Kremlin's perspective, war is primarily about industry & economy. Now Belousov is the central economic & industrial thinker (and planner) in the Russian gov.
Born into a Soviet Brahmin economist family, Belousov is an exceedingly rare case of an academician making a successful career in the Russian gov. Even more noteworthy, he rose to the position of power through his academic work and publications.

This is unique, ultra rare.Image
Belousov's career track:

1976-1981 Moscow State University ("economic cybernetics"). Basically, economics, but with the heavy use of then new computers.
1981-1986 Central Economic Mathematical Institute
1986-2006 Instutute of Economic Forecasting
2006-2024 Government
Read 8 tweets

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