2/ The brand-new, never-yet-heard message was:🇺🇦 needs much more help, and fast. It needs action, not promises. Help to survive to even get to reconstruction. So why did @bundeskanzler need “the world’s best and brightest” to educate him about what he can read in the paper daily?
3/ The optimistic version: @bundeskanzler 🇩🇪 needs a made-for-TV event with a bunch of highly knowledgeable talking heads (that any think tank could have convened) in order to prepare the German taxpayer for a heavy lift.
4/ The less optimistic version: @bundeskanzler🇩🇪 wants to get control of a process that could turn out to be all too costly if the EU Commission controls it alone.
5/ There are indications for both versions: @bundeskanzler🇩🇪 embraces the ambitious idea of a “Marshall Plan for 🇺🇦”. In fact, he talks about “decades” of assistance. He sets the bar high for himself. Sounds as if he is ready to own the Marshall Plan and contribute significantly.
6/ But then again, he has pushed the EU Commission to give up its plan to lead the reconstruction platform together with 🇺🇦. Now, @vonderleyen only asks for “the secretariat”. For @bundeskanzler🇩🇪, this means: more control and a reduced threat of Euro-Bonds.
7/ This was not a pledging, only a planning conference, says @bundeskanzler 🇩🇪. But where are the plans? No final communique was prepared. Instead, a report will be produced – think tank conference style.
8/ No negotiating sessions were scheduled to make progress on the governance of the planned reconstruction platform or on finance. But progress happened nonetheless even if the design of the event did not foresee it.
9/ 🇺🇦 (which has no time for “prudent preparation”) circulated a proposal for a financial coordination platform for donors, a “financial Ramstein group” to identify and channel initially short-term, then longer term funding. Seems as if progress has been made on the proposal.
10/ Problem is: the “Ramstein group” to coordinate military help works because the 🇺🇸 leads it. Is the EU, is @bundeskanzler 🇩🇪 willing to cede the leadership of the “financial Ramstein” to the 🇺🇸?
11/ By the way: the 🇺🇸, 🇺🇦's biggest donor by far, where nowhere to be seen. They had sent a relatively low-level delegation. Not a single 🇺🇸 official had a role on stage during this choreographed event. Maybe I should not overstate the relevance of this observation, shouldn’t I?
12/ So, which is it – the optimistic or the less optimistic version? Take your pick
How we got here: In July, 🇨🇭 hosted the first recovery conference. 🇺🇦 presented its #NationalRecoveryPlan, its Western allies didn't respond with a joint plan. The official #LuganoDeclaration only contains 7 broad principles (partnership, sustainability, ...). [2/12]
Several non-papers exist on how to organize reconstruction from a donor perspective, incl. @EU_Commission "Rebuild Ukraine" platform, an @EBRD non-paper about a 3-level structure + secretariat, an @EIB proposal on a "EU-Ukraine Gateway Trust Fund." [3/12]
2 days of mtgs in Kyiv: the mood in 🇺🇦, victory, 🇷🇺’s options, the nuclear danger, the economy, postwar recovery and the development of 🇺🇦 society - impressions from a @GMF exploratory study tour with @baranowski, @mprochwicz, @IgnatiusPost in this 🧵
1./ Some Ukrainians believe that Stalin’s dictum according to which quantity has a quality of its own is not true in the 🇷🇺 case: no quantity can ever turn into quality.
2./ In their view, the problems of the 🇷🇺 Army are so deeply rooted that mobilization cannot fix them. A million-man army will be a human speed bump. With training, 🇷🇺's mobilized forces can slow down or even temporarily reverse 🇺🇦's advances by spring, these people believe.