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

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
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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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