My thoughts on nuclear escalation risk with Russia🧵
I don’t disagree with @james_acton32 that the risk of nuclear use by Russia hasn’t gone away
Although I do believe it has diminished significantly, in part because US has been remarkably successful in getting China to signal to the Kremlin that nuclear escalation is unacceptable
There is a lot of focus in the escalation debate about where Putin’s redlines might lie. And certainly that’s very important to try to ascertain, albeit very difficult since he has every incentive to exaggerate and obfuscate them to discourage our assistance to Ukraine
But one critical element of escalation analysis is getting very little attention.
And that is the process (I.e. how and how quickly) by which Ukraine and the West ramp up their operations and aid. I believe that matters as much as the end state, if not more so
One example of this is military aid. Ukraine is understandably very frustrated by (what they see as) the slow pace of Western weapons supplies, which has undoubtedly increased their casualties and slowed offensive action
And it has taken the West almost 11 months to move from their initial supplies of what was characterized as “defensive” weapons (and, in the case of some European countries, only non-lethal aid like helmets) to tanks, IFVs and longer range artillery
The decision to provide HIMARS was in May. HARM missiles to take out Russian air defenses were provided in July. Patriot air defenses were announced in December…
And fighter jets, Leopard tanks and ATACMS still remain off the table as of right now
But now imagine a scenario where all of these weapons systems had been provided/announced all at once at the end of Feb - when Russia invaded.
That would have been highly escalatory and probably would have forced Putin into a retaliatory response
So slow rolling these weapons to Ukraine over many months, while frustrating and no doubt resulting in much devastating and tragic loss of life, has very likely helped avoid a broader Russia-NATO conflict
I believe, similarly, a slow Ukrainian encroachment on Crimea would make it difficult for Putin to justify nuclear or even non-nuclear escalation with the West - to both Russians and “friends” in China
That could take place as an increased monthslong campaign of deep strike targeting of Russian bases and logistics to/on the peninsula that could make large Russian force deployment there unsustainable over time, along with increased SOF/partisan attacks to weaken Russian resolve
Retaking Crimea could take a very long time and will undoubtedly be very difficult but with a determined, slow and careful campaign it could very well be doable and avoid a Russia-West escalation that many people rightly fear and want to avoid
But anytime you are dealing with a nuclear power run by a reckless dictator who, increasingly, has put himself in a position where his back is up against the wall - that risk is never zero
But I do believe the WH and our NATO allies deserve a lot of credit for thoughtfully managing the escalation risk by carefully and slowly walking up the escalatory ladder without triggering a covert or overt retaliation from Moscow. Let’s hope they continue getting it right!
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Ukr Reserve Colonel Grabskyi makes the unexpected case for why Ukraine may attempt to retake Crimea soon, long before it is able to liberate all of the territory lost since Feb 24!
Other topics covered:
- Why Ukraine is fighting so hard for Bakhmut despite taking devastating losses there
- Why Kreminna and Svatove are even more important than Bakhmut
- The vital importance of the barely noticed fight at Vulhledar in the South
- Is a possible for Ukrainian forces to cross the Dnipro river
- Why the latest supplies of western IFV and tanks may not help as much as many think
- How Ukraine is maintaining the Noah's Ark of western weapons donations
“Putin is crazy,” says one Chinese official, who declined to be identified. “The invasion decision was made by a very small group of people. China shouldn’t simply follow Russia.” ft.com/content/e59203…
China now perceives a likelihood that Russia will fail to prevail against Ukraine and emerge from the conflict a “minor power”, much diminished economically and diplomatically on the world stage, according to Chinese officials.
Five senior Chinese officials with knowledge of the issue have told the FT at different times over the past nine months that Moscow did not inform Beijing of its intention to launch a full invasion of Ukraine before Putin ordered the attack.
Great reporting from @washingtonpost on Ukr counteroffensives, rapid RU collapse in Kharkiv but also fierce fighting they put up in Kherson and Luhansk
Another revelation: Ukrainians considered flooding the Dnieper river by destroying the dam to prevent RU retreat from Kherson
There were some who thought at the time that the Russians would destroy the Nova Kakhovka dam and flood the river.
As @KofmanMichael and I had discussed then on @GeopolDecanted, that never made any sense - it would have just hurt the Russians much more than the Ukrainians
The reporting also makes it clear that the minefields the Russians had laid all over Kherson oblast had a real impact on slowing down the Ukrainian advance and impeded their ability to get close enough for artillery to inflict major losses on the retreating Russian forces
I fundamentally disagree with @VladislavZubok1@ForeignAffairs argument for a number of reasons, but most importantly on the basis that it's a very counterproductive negotiation strategy to offer Russia a roadmap out of the war at this time 🧵
All wars end eventually - although, some do only after many decades
Almost always wars end in some sort of negotiated outcome, unless the losing side accepts an unconditional capitulation (eg Germany & Japan in 1945). An unconditional surrender, however, is historically extremely rare and is very unlikely to happen in this conflict
Export controls were very effective during the Cold War in denying Soviet Union access to advanced technology
Yes, KGB’s Line X worked hard to get around them. Yes, they occasionally had successes. But it didn’t change their strategic problem
China is not Soviet Union but on chips they have complete dependency on the West. More specifically just a few countries: US, Japan, Netherlands and Germany (for equipment and other critical fab supply chain)
The First Cold War commenced in late 1945 just after allied victory in WW2 and was widely recognized as such by March ‘46 with Churchill’s Iron Curtain speech
One could argue that China has been preparing for Cold War II since start of the PLA modernization in 1975, continuing through aggressive theft of technology and IP that commenced at least as early as the 1990s (accelerating via cyber espionage in 2000s) jstor.org/stable/45304980
Perhaps historians will one day mark May 2014 as the official start of Cold War II with China with the unprecedented action by @TheJusticeDept to indict 5 PLA officers for cyber-enabled IP theft. Then we had the Trump Trade War and now the Biden Chip War