Assuming ABC News reporting is accurate re ATACMS, a very wise move by the administration. Here’s a short thread as to why: 🧵
It eliminates the last big item on Ukraine’s 16 month-long shopping list — a liar HUR provided me in Ukraine in April 2022. This is literally everything the last of what wanted since the early days of the war. (Cluster bombs were even on the list.)
It also calls Russia’s bluff about retaliation, now rendered especially ridiculous in light of successive Ukrainian strikes against strategic Russia targets (including a nuclear bomber) well within Russian territory, all of which led not to World War III.
It puts Russian logistics in Ukraine at greater risk, and further allows Kyiv to target mobile Russian AD: the ATACMS is a particularly useful munition against time-sensitive targets. (An S-300 crew can displace in 15-30 mins; too quick for Storm Shadow or SCALP but not ATACMS.)
Finally, creates much-needed redundancy for Ukraine’s deep-strike capability. The 7th Tactical Aviation Brigade is based at Starokostiantyniv Air Base, in Khmelnytskyi Oblast; this is the brigade that operates the Su-24M boomers that fire Storm Shadows.
Russia has hit the base before. Should it take out some or all the bombers on the tarmac, Ukraine will lose its valuable CM launch platforms. The U.S. cannot send more Su-24M; it can, however, send more HIMARS or M270s, which fire ATACMS. /END.
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New "Karl" observations on the state of the counteroffensive, Western agita, and the death of Prigozhin, as told to @holger_r and myself: 🧵
"Most stretches on the frontlines have remained quite stable. The only one with very high activity is the southern front where Ukraine is pushing strongly in at least two directions: most fiercely in Robotyne but actively also in the direction of Staromlynivka to the east."
"The pace of advancing in the Robotyne direction has clearly improved. It is not hyper fast but also not anymore only 1-2 kms per week. It’s faster. Ukraine’s “tooth” has already reached quite far from Robotyne. It is 15 kms ahead of the rest of the frontline in that direction."
NEW: Despite Western sanctions, companies in EU and NATO countries -- inc. Germany, the Netherlands, Finland and Estonia -- have been re-exporting Texas Instruments and Analog Devices microchips to Russia. These chips are used in Russian weapons systems. theins.ru/en/politics/26…
Texas Instruments microchips have been recovered from the wreckage of Russia's Kinzhal cruise missile. There are other military applications for this technology, too, as per an excellent report at @RUSI_org. static.rusi.org/RUSI-Silicon-L…
All of this data is readily available on Russian customs declarations. So these violations are hiding in plain sight. What's more, a number of the export companies we investigated have a history of selling products to Russian MoD- and FSB-connected entities.
🧵New "Karl" thread on developments in Ukraine and Russia, as told to @holger_r and me. Pushes back, as you'd expect, on the emerging conventional wisdom about the counteroffensive, etc.
"There have been no major changes on the front. Ukraine has been able to make very slow progress in 2-3 directions in the south. They have been able to advance even a bit more around Bakhmut. The pace is not very fast."
"Russia has concentrated relatively large forces between Kreminna and Kupyansk partly to reduce the pressure below Bakhmut. There, in a couple of districts, Russia has made minimal progress."
Oh for fuck’s sake, NATO membership has kept the Baltics safe from “little green men.” And if he thinks the U.S. did not try to welcome Russia into “the community of nations” under Bush and Clinton and Bush II, he has no business commenting on this part of the world.
Here is @andreivkozyrev, the Russian Foreign Minister from 1990-1996, in conversation with your humble servant, saying that the problem with American policy wasn’t that NATO went too far, but that it didn’t go far enough: newlinesmag.com/reportage/russ…
@andreivkozyrev Note what Andrei says about Clinton’s naïveté about the inevitability of Russian democratic liberalism, all brokered on his personal relationship with Yeltsin. Not foreseeing or planning for a Putin was a failure of imagination; but evidence of confrontational intent it wasn’t.
Utterly hilarious post-coup messaging from the IC. U.S. told Ukraine not to mess around in Russia during Prigo’s rebellion and “rock the boat.” Now U.S. sets the cat amongst the pigeons — Surovikin was in on it, kidnap the generals! — to prompt a 1937-style purge of top brass.
Beginning to wonder if CIA didn’t want Budanov to steal their thunder.
Imagine being an FSB officer with credible intel confirming what the Americans are saying. Take that to the boss and look traitorous yourself, or hold onto it and become an accomplice to treason after the fact? Decisions, decisions.
Er, so Putin caved to a putschist with an army and agreed to make the MoD more amenable to him, after the putschist showed how well he can challenge the regime. And the guy gets to live? Things are wild, weird and unpredictable in Russia but this doesn’t quite convince.
Playing the scenarios here, and the only one that makes sense — assuming this deal is indeed legitimate — is that Prigo had allies in very high places and Putin had no choice. But even then, how does Putin survive under those circumstances. He’s a hostage, not a tsar.