The mutiny is real. It is also unlikely to succeed. Most probable outcome is:
1. The mutiny fails 2. The regime stands (for a few months) 3. Upon its suppression, regime becomes increasingly dysfunctional -> falls
In other words, Kornilov putsch🧵
Let's start with the "real" part. A sizeable force of Wagner troops have left their positions in East Ukraine and entered the Russian region of Rostov Oblast. This is a real mutiny
It is also likely to fail. Not because there is few of them, but rather because they are far away
Russia is a hypercentralised country. Control over Moscow is the only thing that matters. And it is unlikely these fellows will be able to reach it, let alone occupy it
Moscow is just too far away. Even if you leave all the heavy equipment behind, successfully transporting thousands of troops over >1000 km will be almost impossible
What you most probably gonna get is a mammoth traffic jam = a target for the airforce
Unless something radical happens in the next 12 hours, I bet on the regime surviving through this incident. Control over Moscow is the only thing that matters, and it is unlikely the mutineers will be able to assume it by this point. Too far
Again, if nothing radical happens
Still, even if this mutiny fails (as it probably will), it is likely to have the most detrimental effect on the Russian war efforts and thus on the regime's viability. If I were to find a metaphor to describe it, I would frame Prigozhin's mutiny as a modern Kornilov Rebellion
Now who is Prigozhin? He is first and foremost a junior member of the St Petersburg gang. With the rise of Putin, the gang members rose very high. Still, the initial status in the gang matters
Prigozhin wasn't a Putin's man. He was a Rotenberg's man. The vassal of a vassal
I can neither confirm, nor deny that in the late Soviet era Rotenberg brothers had a side hustle of burgling the Leningrad antiquaries houses. Obviously, such a business could not prosper other then under the KGB patronage
You snitch + do the dirty job -> they let you to hustle
I can also neither confirm nor deny that such a hustle involved sacrificing some of the gang members from time to time. Some gang members have to be given to justice. But the Rotenbergs had a saying in who will be sacrificed
At some point they may have chosen Prigozhin
After being sentenced to 13 years and having spent 7 in jail, Prigozhin was released. Still, he got compensated. I can neither confirm nor deny his patrons helped him with launching a restaurant business
He was a junior, invaluable member of the gang, but a member nonetheless
In 1996, a patron of Prigozhin's patron got a job in Kremlin and started his meteoric rise. Once Putin succeeded into power in 2000, the membership in a gang became priceless. It gave a direct access to The First One, the Access to the Body as we say in Russia
Invaluable asset
That's what you should know on Prigozhin's personal profile
1. A junior member of the gang 2. Not a valuable member. Worthless enough to be sacrificed as a scapegoat 3. But a member nonetheless
So once the boss of his boss becomes the Tsar, Prigozhin becomes a courtier
Now on the Wagner group. An important thing about the Wagner group is its somewhat outcast-ish character. You obviously heard about the recruitment of prisoners
Its rank and file may indeed largely consist of criminal/semi-criminal folk or just rando folk who got in by accident
But Wagner commanders are *not* randos. They are most typically the army/special forces/much more rarely intelligence officers who have been kicked out, usually for crimes or gross misbehaviour. And then had to start their career anew
Consider this guy to the right of Putin. A special forces officer. In 2008 convicted for robbery & kidnapping. In 2013 released to joined Wagner
Many others were kicked out for minor offences But the pattern is typical. Wagner is your second chance, after you lost the first one
A typical Wagner commander's profile is:
- Trained officer with relevant military experience
- Selected out from the regular forces, for crimes, misbehaviour or just not fitting in
- But given a second chance in Wagner
You are supposed to be grateful to the system. Are you?
If you consider that the Wagner leadership consists of the former officers selected out by the system, the constant dick measuring contest with the regular army becomes a bit more understandable
It is very important to prove we are better, an not only for pragmatic purposes
The peculiar Wagner iconography with a focus on unhinged lawlessness makes more sense, too. I don't think it is all optimised for pragmatic purposes, like propaganda. Like, why would you choose this type of propaganda in the first place?
I think that the exaggerated and sometimes counterproductive focus on being far, far superior than the regular army may have something to with most of the Wagner leadership being selected out from the latter
Now on the consequences. Should the mutiny fail (as it probably will, unless some radical development follows today), it will have the most detrimental consequences for the Russian war efforts
Observers describe Wagner as a mercenary army. But the truth is: all of the Russian army is a mercenary army. Some of the file and rank were mobilised, some enlisted voluntarily. But the overwhelming majority has no positive motivation to stay in the trenches except for salary
Foreign observers who ascribe the tolerance of the Russian society to the war to the "propaganda" are clueless. The preaching ("propaganda") is not worth much. Incentives are worth everything. Putin is smarter than foreign observers, so he is paying soldiers exorbitant salaries
"Beliefs move actions" causality is overrated
More often than not, it's the other way around. Incentives move actions and actions move beliefs. You do as you are incentivised to and then you rationalise why it was amazing thing to do in the first place
That's how it should be
Putin knows that and pays soldiers exorbitant salaries they would never ever earn as civilians
BUT
The more you earn, the less incentive you have to stay in the trenches. It's like playing with casino. At some point you better collect your winnings and leave
190 000 rubles a month may sound as a great deal at first. Which they probably are. But the longer you stay in trenches, the less likely you are to have a chance to spend what you have already earned
The mercenary army is getting tired quickly
Add here very little rotation and no realistic prospect of demobilisation until the war is over and what you get is the extreme tiredness. While being in defensive may be advantageous strategy-wise, it has a horrible effect on the Russian army morale, just as it always did
It is not impossible that the current situation would not even arise, if not for the Ukrainian counteroffensive. With the pressure applied some links of the chain can break (as they did)
Now about the consequences. Should the mutiny fail (as it probably will) what will follow is the decrease in trust and quite plausibly purges against the real and supposed disloyals
Much of the army's rank and file may be of questionable loyalty. They won't uprise, but they may not lift the finger for the regime either. Same goes for much of the warrior cops, etc. Even if they are loyal to the regime, the latter can't be sure
If I were to name one single institution that the regime may rely on the most, I would name not the FSB, but rather the FSO. Not the Federal Security Service but the Federal Protective Service. The outsized service of the bodyguards
We are all used to thinking of the FSB as of the modern Russian nobility. But if you look at the ministerial or gubernatorial appointees of the last decade, you will notice a rapidly rising share of the FSO officers
Putin's personal bodyguards becoming governors basically
Underestimation of the FSO role may have something to do with us always framing Russia in Soviet terms, always looking for the Soviet parallels and allusions
I would argue however, that modern Russia is much more of a cosplay of the Holstein-Gottorp empire than most would admit
Our focus on the FSB and FSB alone may largely result from our refusal to think about Russia otherwise than in Soviet terms. FSB-KGB-NKVD. We focus on the FSB and only because we have a Soviet parallel for it
We don't really have a Soviet parallel for the FSO. So we ignore it
But we do find such a parallel in the Russian Empire. The best way to think about the modern FSO is to frame it as a cosplay of the Transfiguration Regiment. At least that is where it has been evolving through the late Putin's era. The rule by the Imperial Guard
If trusted with guarding the emperor's sacred body, you can be trusted with anything (like ruling a province). And when it comes to putting down the internal revolt, it is probably not the FSB that constitutes the last line of defense. It is probably the FSO regiments
The end
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As I have already pointed out, general audience, analysts, strategists & decision makers included holds unrealistic notions of how the global economy is organised. Now that is because they never see the back end of industrial civilisation
So let me show you some
There is a major delusion of seeing Europe as a sort of retired continent that "lags in tech" or even "doesn't produce anything". To some extent, it is just American hubris.
But there is more in there than just hubris. There is also some honest, sincere ignorance. The thing with most people is that they see only facade of industrial civilisation. They never ever had a chance to look behind the curtains
Tu-160M, the "White Swan" is the largest, the heaviest and the fastest bomber in the world. Originally a Soviet design, the plane you see today has limited continuity with the USSR. It was created in late 2010s, as a combined project of Putin's Russia and Siemens Digital Factory
Original Tu-160 was created as a domesday weapon of the Cold War. Designed in the 1970s, it was officially launched into production in 1984. And yet, with the collapse of the Soviet Union the project was aborted. In 1992, their production ceased.
No Nuclear War, no White Swans.
With the fall of USSR, Russia suffered a catastrophic drop in military expenditures. As the state was buying little weaponry (and paying for it highly erratically), entire production chains were wiped out. That included some ultra expensive projects such as strategic bombers.
I have repeatedly pointed out that the modern Russian military industry has little continuity with the Soviet one. Destroyed in the 1990s, it was effectively created anew in the Putin's era. Still, it may sound too abstract, so I will zoom in on one specific example:
Stankomash
Located in Chelyabink, Stankomash industrial park hosts major producers for the nuclear, shipbuilding, oil & gas and energy industries. It also produces weaponry, including mine trawls and artillery ammunition (based on the open sources)
All under the umbrella of Konar company
Some examples of the Stankomash manufacture. These photos well illustrate the philosophy of Soviet/Russian dual use industry. In the peace time, you focus primarily on civilian products, in the war time you convert it all to the production of weaponry.
No offence, but this is a completely imbecile, ignorant, ridiculous framing. I have no explanation for all this debate except for a complete & determined ignorance of the foreign policy making class, and their refusal to learn literally anything about the material world.
"Components" framing makes sense when we are discussing drones. Why? Because drones are literally made from the imported components. You buy like 90% of them in China, and may be you make like 10% domestically. For the most part, you just assemble what you bought in China.
Not the case with missiles. Most of what the missile consists of, including its most critical, hard to make parts is produced domestically. Why? Because you cannot buy it abroad. More often than not, you cannot buy it in China. You can only make it yourself, domestically.
Contrary to the popular opinion, Andrey Belousov's appointment as a Minister of Defense makes perfect sense. From the Kremlin's perspective, war is primarily about industry & economy. Now Belousov is the central economic & industrial thinker (and planner) in the Russian gov.
Born into a Soviet Brahmin economist family, Belousov is an exceedingly rare case of an academician making a successful career in the Russian gov. Even more noteworthy, he rose to the position of power through his academic work and publications.
This is unique, ultra rare.
Belousov's career track:
1976-1981 Moscow State University ("economic cybernetics"). Basically, economics, but with the heavy use of then new computers.
1981-1986 Central Economic Mathematical Institute
1986-2006 Instutute of Economic Forecasting
2006-2024 Government
If you want to imagine Russia, imagine a depressive, depopulating town. Now on the outskirts of a town, there is an outrageously over-equipped, overfunded strategic enterprise that has literally everything money can buy in the world. It feels like a spaceship from another planet
Strategic industry is extremely generously equipped. Western companies look scoundrels in comparison. That’s why I am so sceptical about the whole “corruption” narrative. Not that it’s wrong. It’s just that it is the perspective of a little, envious bitch.
What needs to be funded, will be funded. It will actually be overfunded and most literally drowned in money. Obviously, overfunding the strategic sector comes at the cost of underfunding almost everything else (like urban infrastructure). That’s why the town looks so grim.