When will Russian elites finally #split over war in Ukraine, western pressure and Putin's growing incompetence to provide at least some hope for the future?
Will it bring down the Putin's regime?
1/12
First of all the idea of elite split comes from Latin America and South of Europe examples where based on ideological divided we saw a confrontation of hard-liners and pro-reform groups. Ideally a compromise between the two guarantees a way to democracy.
2/12
Soviet Union saw such a split in the last 1980s during perestroika but there was no compromise that eventually led to failed coup and dissolution of the state. Moreover, ideology as such was secondary.
Most post-soviet states resolved their conflicts differently altogether
3/12
In order for be "proper" split you should ideally have a rather collective body that governs the country so that there are stable competing fractions within. At very least - something like Politburo.
So they could resolve at least some issues through informal negotiations
4/12
The problem with Putin's Russia is that there is nothing of this kind. There is a key decision-maker who's decisions other demonstratively approve.
Each member of the elite is tied to Putin individually - not through a collective body
5/12
In order to have a split you want members of the elite to be engaged in regular cooperation. In Russia - elites are individually hand-picked by Putin. Members of the elite some times cooperate but mostly about a bit of influence and money
6/12
Cooperation is almost exclusively ad hoc and never led to formation of fractions or cliques. The more infighting and chaos the better for the man on top who acts like a judge and provider of "peace"
Even "Kadyrov vs. MOD"- is more about rent and power than elite split
7/12
What is crucial - it doesn't mean all of the elite supports the war Putin started. Data indicates that there is a lot of individual discontent but none of the collective.
It kind of resembles how individual Russians who oppose war act
8/12
they do not protest because of fear of repression and lack of faith that it could actually change anything.
So we have a "negative consensus" present - an alternative to present is unrealistic/undesirable.
9/12
So far we've seen very localized protests against mobilization with no response among the elites.
Military failures so far lead to pro-war group consolidation only.
Defeatists within or from abroad do not offer behavior pattern that Russian elites can follow.
10/12
"What could shake the current equilibrium and encourage the Russian elites to act collectively?" @Vladimir_Gelman in this piece for @RiddleRussia argues that chances for organized split at this moment are slim.
For details reasons and examples see ridl.io/there-will-be-…
11/12
Personal speculation: Increase of mil defeats and radically increasing costs of human lives (due to mobilization) will lead to sporadic protests across Russia and bring emergence of ad-hoc elite coalitions.
When fear of Putin will become less than fear of total collapse
12/12
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Where is mobilization hitting Russian economy the harderst?
Clearly major corporations will be able to secure "exclusions" for their key personnel, financial and IT will are now feeling a bit more relaxed but for small and medium size businesses it is a major problem.
1/8
Leading organizations in the field are trying to get some deferments and quotas - in a sense - they want greater predictability and a bit of time to get prepared for key workers getting ready to go fight (and possibly die).
This may lead to business owners actually deciding
2/8
who among their workers gets to go war first. They might be able to secure their most valuable workers and point fingers to the ones that MOD can take to Ukraine.
But it looks like the smaller the business, the less the state cares who it manages to survive with loosing key
3/8
If you think Russian pro-war voices were furious after Russian retreats, look at their posts now. Their confidence that Putin knows what he is doing is diminishing even further. Either Putin responds or he risks further eroding his legitimacy among hawks in Russia
1/7
Who cares what they say or think? But it does matter. Inaction seems to be the worst strategy for Putin - he needs to either stop the war and seek peace and try to appeal to those Russians who “just want this to stop” or escalation further, seek support of hawkish minority
2/7
And further develop “war leader” mode. No action and passivity will satisfy no party and then none would be eager to defend his “cause” from shocks within from the outside.
3/7
According to @Vladi_Moscou Russia is facing a crisis of the whole oil and gas industry because of gas war with Europe.
For the last 8 months, exports have shrunk by more than 37.5%, with production falling almost 14.6%
Thread 1/10
Surplus gas has been burnt in enormous quantities (up to 4.5 million cubic metres per day), both at the production sites and at the entry points of the export pipelines, and the disruption of the Nord Stream will make this environmental disaster permanent
2/10
This problem is aggravated by the fact that the main gas pipeline to China is not connected to the main production sites, which is why the excess pumping capacity, still available in the east, cannot save the situation
3/10
Karaganov is back! The godfather of Russian hawkish foreign policy thinking declares the war in Ukraine - Russia's "New Great Patriotic War" (1812 against Napoleon, 1941-45 Nazi Germany, 2014(1999) - ??? against the West)
Few points
1/7
Karaganov claims: for Russia it is a question of survival, for West only survival of elites. He is taking Ukrainian: "If #Russia stops fighting there will be no more war. If Ukrainians stop fighting there will be no more #Ukraine" But with West and Russia respectively
2/7
Says it all started in 1999 with the first NATO eastward expansion. Claims it was always a plan of the West to get Ukraine in.
Says the West for the last decade was preparing its citizens for war with Russia because it failed to resolve domestic issues
3/7
How much will mobilization cost? @Vladi_Moscou indicates that we are looking at 3-4 million Russian males that would be a) trying to escape Russia; b) hiding inside the country.
Police will first try to get them where they live then they'll try to get them where the work
1/4
thus they will be falling out of normal economic cycle. Naturally, RU state won't be compensating those losses.
The war itself will radically increase the costs - which will make Kremlin increase taxes and that would lead to more of economy going in the shadow.
State will
2/4
decrease all investment expect for military and security related.
If borders shut down - we should also forget about parallel import which will only increase sectoral collapses.
Inozemtsev says 3 months of mobilization will cost significantly more than 7 months of war before
3/4
🇷🇺 🇦🇲 🇹🇷 🇦🇿 1/6 Russia needs Turkey to be its “great parallel import hub” - to provide almost everything it can no longer buy from Europe. Since the war began Russian foreign trade had drop with almost everyone expect for Turkey. It is growing significantly.
Having Turkey turn its back on Russia would destroy transformation of Russia’s “adaption to war reality” leaving only China as the source “for everything”. In fact Turkey now is a bigger partner for new imports than China is.
2/6
Russia’s allied status with Armenia is based on a simple premise: Yerevan has nowhere to go. So if Putin believes Baku could be reasoned with in time - he seems okay to let Armenia bleed some more. Because again - where else would they go?
3/6