🧵About to fly back from #Berlin after our conference commemorating the 75th anniversary of the Marshall Plan. As much of the conversation focused on the postwar reconstruction of #Ukraine, let me share a few thoughts. First, the top priority should be helping #Ukraine win. 1/7
If #Ukraine’s security is not addressed the rest of the conversation is academic, for no private equity will invest in a country constantly under threat of another attack. Hence, instead of talking about #Ukraine joining the #EU we should focus on bringing it into @NATO. 2/7
I find conversations about some sort of Western guarantee to #Ukraine short of NATO membership to be vacuous. Consider why #Finland and #Sweden have asked to join @NATO. They know very well that nothing short of the Article V guarantee is enough today to make them secure. 3/7
Also consider the trajectory postcommunist #Europe has travelled: it was @NATO membership followed by #EU membership. Again, not that different from the experience of Western Europe after WWII where US security guarantee created conditions for economic recovery & ECSC/EC/EU. 4/7
Let’s also remember that with each passing day of this war, #Ukraine is being destroyed ever more, including its human capital, its economy & its critical infrastructure. Ukrainians have been incredibly brave but every nation has a breaking point. So let’s focus on the war. 5/7
Let’s prioritize giving #Ukraine the weapons, munitions and support it needs to achieve the strategic victory on the battlefield it urgently needs. Then we can begin to talk seriously about the end state and assess the country’s needs when it comes to postwar reconstruction. 6/7
#Ukraine needs to break out from the current pattern of war of attrition that Russia is trying to impose on it around #Bakhmut. UKR needs to fight on its own terms. For that it needs long-range fires, MBTs and airplanes. Let’s make sure it gets those now. #ArmUkraineNow. 7/End
• • •
Missing some Tweet in this thread? You can try to
force a refresh
🧵The closer we get to US Presidential primaries the more we hear voices in various outlets advocating that we end our support for #Ukraine, and even leave #Europe altogether. The argument is that we focus instead on #Asia, as #China poses the greatest threat to US security. 1/6
Some of those pieces are analytical, others veer into partisan screeds. But they all share two assumptions in common: that 1.our support for #Ukraine is a distraction from the real threat, and 2. that we lack sufficient resources to engage both in the Atlantic and the Pacific.2/6
This argument fundamentally misreads our geopolitics. The United States is a quintessentially maritime power-an island on a continental scale. We have the maintenance of the Navy written into our Constitution. Access to the World Ocean has historically nurtured our prosperity.3/6
🧵My take as I watch the Sino-Russian summit: There is growing convergence between China and Russia. It is intrinsic, driven by shared interests/opposition to the West; not a function of our actions. #Russia wants to revise the post-1991 order; #China wants to replace it. 1/5
After Xi's success with Saudi Arabia, he will try to position China as a peacemaker in #Ukraine, with an eye to securing a Russian victory there. Here much will depend on the outcome of the upcoming Ukrainian offensive. Both Beijing and Moscow believe time is on their side. 2/5
In this context, a key decision point for #Europe will be how it deals with #China going forward-not just because this will impact on its relations with the US, but also because Russia is now indirectly a part of this equation. Europe needs a consensus on the Russian threat. 3/5
🧵I am taking part in yet another conference on defense planning and strategy, and of course the conversation defaults to #Ukraine. And again, I hear how this war will go for many years. I even heard about a "forever-war" (sic!). So let me get a couple things straight. 1/5
First: There are no "forever wars." Every war ends at some point. So, let's stop being breathless. Second: Considering that the latest Russian offensive has degenerated into a war of attrition, all eyes should be on #Ukraine and its next move. 2/5
It may be a breakthrough, or it may end up in another stalemate. This is a binary, and each will have a direct political outcome, especially when it comes to Western support for #Ukraine. Simply put, Kyiv needs a win-at least at the operational level, preferably strategic. 3/5
🧵As I watch fault lines in #Europe deepen (notwithstanding all the rhetoric of its unity in opposition to RUS invasion of #Ukraine), here are a few thoughts. The distribution of economic power in the #EU that unequivocally favors Germany needs thoughtful political rebalancing.1/
For #Europe to really come together the voices of those members along the flank need to become much more important to the #EU’s future trajectory than they were in the last 20 yrs. The flank countries were right on #Russia, while #Germany and #France were not. Recognize that. 2/
If #Europe is to heal this realization has to be the starting point. #EU can never again allow itself to be subjected to the kind of brass-tack geopolitics that was Nord Stream. No matter how economically powerful the state is that makes this play. No matter the arms-twisting. 3/
🧵I keep getting emails from various people to tell me that 1. #Ukraine can’t win or 2. that the war in UKR is a distraction from the real threat posed by #China. Then I get those about how we are depleting our stocks and won’t have enough should a crisis erupt over #Taiwan 1/5
To the first point: Neither I nor the naysayers know what the final outcome in #Ukraine will be. Wars are inherently unpredictable.They are not just about mass, population, or resources. History is replete with wars where a smaller but better motivated and led force prevailed 2/5
To the second point: We are in a global contest between democracies and dictatorships. #Russia and #China are aligned against us not because we pushed them together but because they share the same interest: to dismantle the current order. These theaters are interconnected. 3/5
🧵Recently a parliamentarian from #Ukraine said to me: "You give us enough to defend ourselves, but not enough to win." Too true. No war can last forever, no nation has infinite resources or stamina. In the end one side breaks. 1/
Wars are decided not just by resources, planning or morale. There is a temporal factor when all elements come together. We are at such a moment in this war when #Ukraine - if given MBTs, long-range fires, aircraft and munitions can defeat the Russian forces on its territory. 2/
I have to ask myself why so many governments in the West continue to delay, debate, hesitate and then send only a few tanks, howitzers or limited shipments of ammunition that will arrive at some later date? Why with our stocks depleted we are not moving to wartime production? 3/