🧵As #Finland formally joins @NATO the alliance takes an important 1st step as it transforms the region’s security equation. The 2nd step will be #Sweden joining as well-it will come either in this round of enlargement or the next. The impact of FIN joining is transformative.1/6
Not only will #Russia have to respond to having another 830+ miles of @NATO border to worry about, but also FIN’s forces. The March agreement by the Scandinavians to operate their 250 aircraft as one integrated Air Force has reconfigured the power balance across the region. 2/6
Bringing #Finland and #Sweden into @NATO has made the Baltic states orders of magnitude more secure, giving the region the requisite geostrategic depth and providing real available exercised military capabilities. It has effectively enclosed the Baltic Sea within @NATO. 3/6
#Finland (and soon also #Sweden) in @NATO has shifted EUR’s center of gravity to the Northeast, making the Nordic/Baltic/Black Sea “Intermarium corridor” centered on #Poland the primary zone of @NATO’s parameter; with the new DDA Concept & regional plans—it’s a game changer.4/6
@NATO enlargement into Scandinavia puts paid to all the talk about “strategic autonomy” and other such theorizing. @NATO is back to basics of collective deterrence and defense. As we approach Vilnius, the core imperative for EUR is to revitalize its defense industry & rearm. 5/6
We wasted 30yrs in deep strategic slumber, with politicians having bought into the “end of history” nonsense. #Russia’s brutal invasion of #Georgia in 2008, #Ukraine in 2014 and #Syria in 2015 failed to awaken us. Let’s hope after 2022 we are finally up. #StandWithUkraine 6/End
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🧵I keep reading comments calling for the US to abandon #Ukraine and focus on #China, arguing that real US interests are not in Europe but in the Indo-Pacific. So let me bring a reality check into this debate to understand what’s at stake. Let’s talk economics for a change. 1/6
Europe and transatlantic relations are essential to our prosperity. The #EU and the #US have the largest bilateral trade and investment relationship in the world today. They have the most integrated economic relationship in the world. 2/6
True, the US was overtaken by China in 2020 as Europe’s largest trading partner it terms of goods alone, but when one adds services and investment, the US remains the EU’s largest economic partner by far. The US-Europe relationship is a vital artery of the global economy. 3/6
🧵Sitting for 9hrs on a transatlantic flight gives you an opportunity to slow down. So let me use this time to share a few thoughts on where we are heading when it comes to the war in #Ukraine. Most agree that a Ukrainian counteroffensive will likely happen in May-June. 1/7
It’s not just because of the slow drip of weapons and supplies arriving there. It’s also the weather-need dry conditions to move armor at speed. Most importantly, the outcome of the offensive will determine where the US and then Europe will be when it comes to supporting UKR. 2/7
Once again, our debate is driven by our strategic impatience. When it comes to UKR Western policy elites seem unable to understand that to win in a system-transforming war you need to come at it with the assumption that it may be long. And costly. Don’t impose timelines. 3/7
🧵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
🧵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