Kamil Galeev Profile picture
Dec 7, 2022 23 tweets 7 min read Read on X
National Divorce

Within the next year Russia will spiral into a deep political crisis. There is a nonzero chance that it may scale up existing separatist tendencies leading to the breakup of the empire. In this thread I will outline a model of how this process could look like🧵 Image
Russia is the last European colonial empire that remains largely intact. It was a relatively small polity whose enormous territorial expansion started for real only in the 16th c. This time frame largely overlaps with the establishment of the first European overseas empires Image
Those who doubt colonial nature of Russia point out to how different it was from what is now seen as the epitome of British colonialism - the British empire. Indeed, Russian colonialism was very dissimilar from the Anglo one, but often strikingly similar to the Iberoamerican Image
We can understand Russia easier if we see it as an Iberoamerican-type empire that didn't break up yet. Russian Federation holding Siberia is not unlike Spain holding Mexico or Portugal holding Brazil

(You can get Eurasianism better if you see it as the Russian Lusotropicalism) Image
Parallels with Spain and Portugal can be helpful for modelling a potential breakup of Russia. As the inner structure of these empires are not dissimilar, the mechanism of their breakup may go in a similar way, too - starting from their trigger (a military defeat by a third power)
I would argue that a defeat by Ukraine would have greater effect on Russia than any defeat by France could inflict on Spain/Portugal. Ukraine was never seen within Russia as an independent power, only as a separatist province populated by the inferior (if related) bumpkins Image
Russian empire is held not only by force, but also by mythos. Which is:

1. Russia is a superior military power -> You won't beat it off anyway
2. There is no salvation for provinces except within Russia -> Without Russia, you will fall into the Stone Age, figuratively speaking Image
From the Russian perspective Ukraine is a rebel province. Therefore, the war with Ukraine is a test for the imperial mythos (= seceding province will fall into the Stone Age). If that doesn't happen, well, then we must throw you into the Stone Age to maintain the mythos Image
Territorial integrity of Russia is kept by the Imperial Mythos:

1. You can't survive without us
2. We can destroy you at any moment

These two assumptions keep the empire together. Both of them are being tested in Ukraine

(That's why Russia *must* destroy the infrastructure) Image
At this point belief in the assumption 2 is very much weakened. Ukraine did not only stand its ground (which very few believed in back in Feb), but is currently bringing war into Russia, making strikes on the Russian strategic bombers located very far away from the border Image
That makes any potential ceasefire a point bifurcation. It opens two scenarios:

1. Russia regroups, restocks, reattacks and wins -> Assumptions 1,2 are true
2. Russia fails to do so -> Assumptions 1,2 are false

The empire's fate depends on whether it can crash a rebel province Image
Now let's assume Russia failed to crash Ukraine and could not persuade its population it would be able to do so in the future. That can be enough to shake the faith in both assumptions of the imperial mythos thus triggering the process of disintegration
Now let's discuss a probable scenario of how the National Divorce could look like:

1. Most likely it will not be launched by any sort of oppositionaries/activists but by the already existing regional interest groups whose character may vary enormously from region to region Image
2. Most likely the National Divorce will not start in the ethic republics. People think ethnic separatism is likely to destroy Russia, therefore, it is very unlikely to happen. This is too obvious -> precautions are taken. It's more likely to start in unlikely "Russian" regions
3. Most likely the process will start de facto and then formalised legally much later, perhaps very much later. It will likely proceed in the form of local interest groups taking more power, pursuing more regional protectionism, etc. than making some open declarations
4. Where could it all start? Three most likely candidates

- All predominantly "Russian" -> few precautions are taken
- Independently rich -> They effectively pay others' regions bills rather than live on the handouts
- Strong regional elites only partially cleansed by Moscow Image
5. The process of disintegration is likely to happen in a few iterations. The less regions keep obeying to Moscow and paying taxes to it, the less motivation the other will have cost-benefit wise. Richer regions have more motivation to launch it than the poorer ones
6. Contrary to the popular opinion, the disintegration and the formation of new states is likely to happen on the regional, rather than "ethnic" or "racial" basis. It's highly unlikely that the disintegration goes along the ethnic lines
7. Historically speaking, instruments tend to evolve into the institutions. In particular, administrative borders tend to evolve into the national ones. Much like in the Latin America, the disintegration will go along the administrative, rather than ethnic borders
8. New states will likely look as a collection of N (N≥1) former Russian regions. Former administrative demarkation between provinces will turn into the national borders

Administrative borders becoming the national ones is Lindy
9. Ethnicity, race and culture is *not* enough for the new states to work out. For them to succeed they must be able to pay their bills. Ergo, the principle of economic clusters will be at least as important for defining their borders as the ethnic or cultural one Image
10. The key question is not the Caucasus or even Volga question. It is the question of Siberia. Siberia is the jewel in the Russian crown that pays the bills of the empire. Should it keep control over Siberia, it can easily win back everything else. Should it lose it, it is done Image
That should be enough to introduce the idea. I will elaborate on details in separate materials. End of 🧵

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More from @kamilkazani

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
May 7
If you want to imagine Russia, imagine a depressive, depopulating town. Now on the outskirts of a town, there is an outrageously over-equipped, overfunded strategic enterprise that has literally everything money can buy in the world. It feels like a spaceship from another planet
Strategic industry is extremely generously equipped. Western companies look scoundrels in comparison. That’s why I am so sceptical about the whole “corruption” narrative. Not that it’s wrong. It’s just that it is the perspective of a little, envious bitch.
What needs to be funded, will be funded. It will actually be overfunded and most literally drowned in money. Obviously, overfunding the strategic sector comes at the cost of underfunding almost everything else (like urban infrastructure). That’s why the town looks so grim.
Read 4 tweets
Apr 29
We have successfully documented the entire Russian missiles industry, mapping 28 of its key enterprises. Read our first OSINT sample focusing on the Votkinsk Plant, a major producer of intercontinental ballistic missiles. How does it make weaponry?


Image
The strategic missiles industry appears to be highly secretive and impenetrable to the observers. And yet, it is perfectly OSINTable, based on the publicly available sources. This investigation sample illustrates our approach and methodology (31 p.)

assets-global.website-files.com/65ca3387040186…
Image
Step 1. State Propaganda.

Our first and invaluable source is the state propaganda, such as the federal and regional TV channels, corporate media, social media and so on. It provides abundant visual evidence, particularly on the hardware used in the production of weaponry.Image
Image
Read 9 tweets
Mar 22
In August 1999, President Yeltsin appointed his FSB Chief Putin as the new Prime Minister. Same day, he named him as the official successor. Yet, there was a problem. To become a president, Putin had to go through elections which he could not win.

He was completely obscure.Image
Today, Putin is the top rank global celebrity. But in August 1999, nobody knew him. He was just an obscure official of Yeltsin's administration, made a PM by the arbitrary will of the sovereign. This noname clerk had like 2-3% of popular support

Soon, he was to face elections Image
By the time of Putin's appointment, Russia already had its most favoured candidate. It was Primakov. A former Yeltsin's Prime Minister who broke with Yeltsin to contest for power. The most popular politician in Russia with massive support both in masses and in the establishment. Image
Read 20 tweets
Mar 17
In Russia, the supreme power has never ever changed as a result of elections. That simply never happened in history. Now that is because Russia is a (non hereditary) monarchy. Consequently, it doesn't have any elections. It has only acclamations of a sitting rulerImage
Obviously, there has been no elections of Putin in any meaningful sense. There have been only acclamations. And that is normal. His predecessor was successfully acclaimed with an approval rate of about 6%. Once you got the power, you will get your acclamation one way or another
Contrary to the popular opinion, Russia doesn't have any acclamation ("election") problem. It has a transition of power problem. Like Putin can get acclaimed again, and again, and again. But sooner or later, he dies. What next?
Read 7 tweets
Mar 16
My team has documented the entire Russian missile manufacturing base. That is 28 key ballistic, cruise, hypersonic and air defence missile producing plants associated with four corporations of Roscosmos, Almaz-Antey, Tactical Missiles and Rostec

The link is in the first comment Image
Our report How Does Russia Make Missiles? is already available for download



By the next weekend, we will be publishing the first OSINT sample, illustrating our methodology & approach. The rest of our materials will be made available laterrhodus.comImage
Key takeaways:

1. Missile production is mostly about machining
2. You cannot produce components of tight precision and convoluted geometry otherwise
3. Soviet missiles industry performed most of its machining manually

That was extremely laborious and skill-intensive processImage
Read 15 tweets

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