Ukraine has reportedly struck Russian Kalibr cruise missiles that are transiting to the Black Sea Fleet in Crimea
Russian sources confirm explosions in Dzhankoy. Some thoughts /1
The timing is inextricably linked with the nine-year anniversary of the Crimea annexation and Putin's recent visit to Crimea
Public opinion surveys in Russia showed the Crimea annexation as Russia's crowning achievement of the 2010s decade. A symbolic blow /2
Strikes on Kalibrs, which are already diminishing, are likely aimed at increasing the gaps between Russia's infrastructure strikes on Ukrainian cities
These strikes could occur as Putin rallies war hawks around his ICC arrest and to distract from Ukraine's counter-offensive /3
Dzhankoy's location also plays a part: it is at the intersection of Crimea's two major railway lines
Attacking this might have less emotional resonance than the Kerch Bridge, but disrupting Dzhankoy's functionality has much greater strategic impact /4
The attack could also be a major success for Ukrainian indigenous technology
The explosion on Dzhankoy mirrors the sounds of Iranian Shahed-136s, which suggests that Ukraine has captured enough Iranian UAVs to produce its own version /5
If Ukraine were to retake Crimea, it would likely launch a wave of strikes of this kind before what would be a costly frontal assault
Resettlement of Russians might cause local resistance and the Axis Crimean offensive in World War II underscores how bloody a campaign can be /6
Attacks of this nature show that Ukraine is committed to recapturing Crimea, even as the West dithers on the issue
The neutralisation of the Black Sea Fleet's strike power, which some Ukrainian officials I've spoken to say is inevitable, is a crucial step in that direction /END
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Xi Jinping and Vladimir Putin's meeting had predictable outcomes
But it also provided some windows into how the Russia-China relationship will progress in 2023. Some thoughts /1
Russia and China's economic agreement is short on specifics
But it likely consists of measures for Chinese companies to replace Western ones, Putin is pushing for an alternative Chinese supply chain on everything from cars to semiconductors /2
The Power of Siberia gas pipeline is another area of engagement between Russia and China
This project has been intermittently discussed since 2006 and Mongolia agreed last year to help Russia export gas from Western Siberia to northwestern China /3
Turkey and Egypt appear to be ending their decade-long freeze in diplomatic relations
But a full reconciliation could prove elusive. Some thoughts /1
Libya remains a challenge to a potential Turkey-Egypt reconciliation
Khalifa Haftar's recent claim that his forces are stronger than those in the west was seen as a veiled escalation threat
The risk of a proxy rivalry in Libya endures
The Eastern Mediterranean remains an area of tension
Egypt continues deepening security ties with Greece and Cyprus, while Turkey's exclusion from the Eastern Mediterranean Gas Forum could lead to future tensions
Russia's response to the latest unrest in Georgia has grabbed attention
Russia's delegitimisation of protesters and qualified support for the Georgian authorities fits broader trends. Some thoughts /1
Russia's overarching narrative was that the protests in Georgia were instigated by external forces to create instability on Russia's borders
This firmly aligns with Russia's rhetoric about the colour revolutions, so 20 years since the 2003 Rose Revolution in Georgia /2
Russia also accused the Georgian protesters of launching a Euro-Maidan style coup
The most striking example was the Russian MFA in Crimea obliquely warning of a 2014 Ukraine-style aggressive Russian response if the unrest continued /3
Russia is waging a war of aggression against Ukraine
But it is still trying to position itself globally as a conflict mediator. Some examples /1
Syria:
As the frequency of Russian airstrikes ebb and the risk of Turkey invading northern Syria remains, Russia wants to broker a Turkey-Syria normalisation and is looping the UAE into it
A way for Assad to escape isolation and hopefully get the Caesar Act sanctions diluted
Nagorno-Karabakh:
Russia has tried to broker a settlement to prevent a second front in the South Caucasus
Its efforts have strained ties with Armenia and improved its ties with Azerbaijan, as seen by its relatively mild response to the Lachin Corridor blockade
Doubts linger about Ukraine's ability to hold the town but a very swift withdrawal is unlikely. Some thoughts/1
Yevgeny Prigozhin's boasts about Bakhmut being on the verge of total encirclement have been disproven
Wagner forces were tracked to 1.8km from the city but cannot immediately encircle or seize Bakhmut through frontal assaults. Thus, Ukraine isn't being forced out yet /2
Ukraine views the Bakhmut meat grinder as a means of blunting Russia's offensive potential
The Wagner Group burnt through convicts and conscripts, as well as munitions. Ukraine's Bakhmut defenders have fewer munitions than they did in Soledar but they have Western supplies /3