🧵It is increasingly clear that #China is positioning itself to benefit from the war in #Ukraine. Putin’s folly has increased #Russia’s dependence on China for energy exports, accelerating Moscow’s vassalization to Beijing. It’s increasingly clear China is in the lead. 1/5
Beijing has also been able to exploit differences between Washington, Paris and Berlin when it comes to their #China policy, with a flurry of senior European leaders visits to China underscoring Beijing’s growing influence. China is now a rising great power in Europe. 2/5
Through its Belt and Road initiative China has sought to flip the maritime-to-land domain relationship in its favor, building a land-based supply chain network that—if successfully completed & defended—would enable China to compete from a position of advantage vice the US. 3/5
In geostrategic terms, America’s global preeminence since the 20th c. has rested on its ability to dominate the maritime domain, allowing it to anchor itself in both #Europe and #Asia. It fought two World Wars and the Cold War to prevent on power from controlling Eurasia. 4/5
China is poised not only to challenge the US in the maritime domain, but also to rewrite the rules of global competition. It seeks to control Asia, Eurasia and then #Europe as well. The US is facing a global challenge that requires our enduring commitment in both Europe & Asia5/5
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🧵Since my last post about how democracies need to move urgently to wartime production of weapons and munitions has generated a lot of comments and questions, let me elaborate as to why I believe this should be our top priority, and why every citizen should speak up on this… twitter.com/i/web/status/1…
The last 30yrs have seen our defense industry across Europe and in the US contract dramatically. The message from governments to defense contractors has been unequivocal: the Cold War is over. So no more large procurement orders; we need “just-in-time” efficiencies. 2/7
Defense contractors are not in the charity business—no contracts, no output. In the US in the early 1990s we still had 51 major defense contractors bidding for gov’t business; today we have 5. The situation in Europe is arguably worse, especially when it comes to capacity. 3/7
🧵We are about to roll into May—so we are now within the time window of favorable weather conditions for the much expected Ukrainian offensive. Analysts continue to argue about the possible azimuth of movement in #Ukraine, plans/tactics, readiness , etc. I won’t rehash it. 1/5
I will point to one important factor in this war that pundits have consistently underestimated, i.e., the resilience of the Ukrainian nation and the morale and determination of its armed forces. The outcome of the UKR spring offensive will be a sum-total of several variables. 2/5
But I would argue that the RUS side will never match the morale of Ukrainian soldiers who are in an existential fight for their sovereignty, freedom and the very survival of their people. One can’t quantify this factor, but in the coming battle it may in fact prove decisive .3/5
🧵As I look at how the war in #Ukraine has unfolded, I’m increasingly convinced that this year will be critical to the final outcome. The drivers are both weapons, munitions and financial support for UKR, and as importantly also how the war factors into great power conflict. 1/6
First, the Sino-Russian axis is growing stronger, with PRC articulating positions ever-closer to Moscow’s (vide: statements by PRC ambo to FR that post-Soviet successor states lack int’l legitimacy). Second, voices in the US that weapons for UKR and Taiwan are a zero sum game.2/6
Vocal claims in some in US policy circles that we can’t afford to continue sending weapons to #Ukraine signal that Washington is not yet ready to move to wartime production, and that the defense budget will be in contention going forward. This means aid to UKR may decline. 3/6
🧵I grow weary of the “China first ”school in US policy community, which argues that since our military isn’t big enough to cover both #Europe & #Asia, we need to stop aiding #Ukraine, leave EUR to its own devices & husband our resources to focus on the pacing threat in Asia.1/6
I’m sorry but this makes no sense. The “China first” school is retreading the tired “pivot” rhetoric from the last decade. You don’t try to solve the problem by running away from it. If our military is too small to secure our strategic interests, we need to build it up. 2/6
The Atlantic and the Pacific are not and either/or proposition; they are together/with. They are one problem set. China and Russia understand it—they have sought to create a simultaneous two-frontier crisis for us: one in Eastern Europe, the other in the Indo-Pacific. 3/6
🧵There is a lot of speculation about how the war in #Ukraine will unfold—some better-informed, some less so. I would not venture to predict how it will end, nor what the final settlement might look like. But I can offer a few observations based on what we’ve seen so far. 1/6
Based on what we have seen since the initial RUS attempt at blitzkrieg suggests that Moscow counts on winning by attrition, where the size of its population and its staying power would give it an advantage. Putin seems to believe the West will tire of supporting #Ukraine. 2/6
Thus far #Russia has not been able to conquer #Ukraine and the morale of Ukrainians remains high, including their confidence that they will liberate their national territory. But it looks like Putin is banking on #Ukraine not having the resources to stay in a prolonged war. 3/6
🧵A few thoughts as we are about to wrap up our workshop at @PembrokeOxford. Perhaps the most important deliverable is to underscore how transformative for European and global security the war in #Ukraine has been. Comments from different @NATO allies are clear on that. 1/6
There is a sense of understandable uncertainty about what lies ahead, as #Ukraine prepares for its spring offensive. Clearly, @NATO members are politically unified in their condemnation of the Russian invasion of Ukraine, but they have different appetites for risk-taking. 2/6
This is reflected in different levels of military support already provided to #Ukraine by different countries, and by the extent to which "red lines" are still present when talking about future assistance. So far @NATO has been able to deter RUS from attacking its territory. 3/6