Alexander Gabuev 陳寒士 Profile picture
Dec 11 14 tweets 4 min read Twitter logo Read on Twitter
As I argue in my latest piece for @WSJ, in Russia, the war against Ukraine is now the organizing principle around which most decisions are made, and at the core of Russia’s domestic, economic and foreign policy. Short summary in a 🧵 wsj.com/world/russia/r…
2/ On the domestic front: in their recent in-depth research paper into attitudes toward the war, my colleagues @AndrKolesnikov and Denis Volkov showed that about 75% of the population support it. Most of Russia doesn’t look or feel like a nation at war. carnegieendowment.org/2023/11/28/alt…
3/ The elites, too, have demonstrated remarkable cohesion and the inability to challenge the Kremlin’s course. Even the infamous mercenary leader Yevgeny Prigozhin’s failed mutiny earlier this year only strengthened Putin’s grip on power. ft.com/content/0960e7…
4/ The war is also becoming a mainstay of the Kremlin’s economic policy. In the 2024 budget, military spending is set at 6% of GDP, exceeding social expenditure. Around 39% of the budget will go on the war in Ukraine, as my colleague @amenka points out. carnegieendowment.org/politika/90753
5/ The war and resulting Western sanctions have also led to the reintroduction of capital controls, fresh efforts to encourage import substitution, and a tolerance of high budget deficits. War and the boom in military production have driven unemployment to historic lows of 3%.
6/ Compensation for those killed or wounded & soldiers’ salaries are driving domestic demand & being channeled to finance domestic production or buy Chinese imports that have replaced Western brands. The Russian economy is expected to grow by 2.8% this year, despite sanctions.
7/ Finally, war has also become a central tenet of Russia’s foreign policy. Every relationship is judged on whether it can help Russia’s war effort through the supply of military goods, by filling the Kremlin’s war chest, or helping Moscow punish the West.
8/ That gives tremendous leverage to countries that are still willing to do business with Russia, allowing them to extract hefty prices for their services to Putin’s war effort.
9/ So when Azerbaijan took Nagorno-Karabakh by force in September, Moscow did nothing to protect the interests of its treaty ally Armenia, mostly because Baku and its Turkish backers have become indispensable in helping the Kremlin to withstand sanctions. ft.com/content/38a592…
10/ In addition, Moscow has been forced to source artillery shells, drones and missiles from Iran and North Korea in exchange for large payments and sharing sensitive military technology with these regimes
11/ It has also had to take sides in regional conflicts where Moscow had previously hedged its bets: the Kremlin’s muted reaction to the Hamas terrorist attacks and ensuing full-throated criticism of Israel’s war in Gaza would once have been unimaginable.
12/ It’s no surprise, therefore, that this year, China finally became Russia’s single most important foreign partner. The relationship with Beijing checks all three boxes of the Kremlin’s foreign policy requirements. foreignaffairs.com/united-states/…
13/ Next year, Putin looks set to win a new six-year term in staged elections slated for March. Unfortunately, he will continue his course of destroying Ukraine in the hope that he will be able to wear down the Ukrainians and their Western supporters.
14/ With war the organizing principle of Russian life, the continuation of aggression against Ukraine and the crusade against Western interests at home and abroad is becoming the raison d’être for the entire machinery of Putinism. wsj.com/world/russia/r…

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More from @AlexGabuev

Dec 7
It finally happened! 🇨🇳🇷🇺 trade has surpassed $200b mark. Trade figures might be different in years to come, but the trendline is clear: as a result of Putin's war against 🇺🇦, Moscow and Beijing find themselves in a deepening asymmetrical economic interdependence. Short 🧵 Image
2/ Chinese customs has published November stats.
🇨🇳🇷🇺 trade Jan-Nov = $218.2b (+26.7% yoy)
🇨🇳 exports to 🇷🇺 = $100,3 (+50.2%)
🇨🇳 imports from 🇷🇺 = $117.8 (+11.8%)
This means that the goal set by Putin and Xi for 2024 has been achieved.
customs.gov.cn/customs/302249…
3/ The pace of trade growth has slowed down compared to earlier in 2023, which can be attributed to effect of sanctions shock of spring 2022 for 🇨🇳🇷🇺 trade, as well as impacts of headwinds in the Chinese economy in Q3 (jury for Q4 is out).
Read 5 tweets
Nov 28
My colleague @AndrKolesnikov and @levada_ru's Denis Volkov have published a new @CarnegieEndow paper documenting Russian attitudes towards the war. Main conclusion: support for the Kremlin's disastrous course is undiminished. Key findings in a🧵1/ carnegieendowment.org/2023/11/28/alt…
2/ In September 2023, @AndrKolesnikov and Volkov released "My Country Right or Wrong," which established that after 6 months of war, Russian society was confused, depressed and repressed. carnegieendowment.org/p-87803
3/ The new paper revisits the same issues a year later, and is based on nationwide @levada_ru polls and focus groups. The rationale behind respondents’ answers provides a more complex picture than the numbers alone.
Read 16 tweets
Aug 6
🧵
Does participation of Li Hui 🇨🇳 envoy on 🇷🇺🇺🇦 war, in Saudi-hosted peace consultations over the weekend mean that Beijing is about to abandon its tacit support for the Kremlin, as some people want to believe? Let's take a look. (Spoiler alert: hardly). 1/20 Image
2/ There is a lot of hope, as this excellent piece by @jamestareddy in @WSJ demonstrates, that Beijing's decision to send Li Hui to Jeddah signals China's growing frustration with Putin's war and desire to work with international community to stop it. wsj.com/articles/a-dra…
3/ The economic cost of war is rising, and so is Western criticism towards 🇨🇳 position on Ukraine. There was Wagner mutiny in 🇷🇺, and maybe Xi has buyers' remorse about "no limits partnership" with Putin, the hope goes. But let's take a step back & look at 🇨🇳 strategic interests.
Read 21 tweets
Jul 13
🇨🇳🇷🇺🧵
Sinification of Russia's economy goes into overdrive, according to the newest Chinese customs data for 6 months of 2023.
Trade in Jan-Jun +40.6% ($114.55b)
🇷🇺 exports to 🇨🇳 +19.4% ($62.26b)
🇷🇺 imports from 🇨🇳 +78.1% ($52.28b) ❗️❗️❗️
Source: 1/customs.gov.cn/customs/302249…
2/ 🇷🇺 also turns out to be an important bright spot for 🇨🇳 otherwise bleak trade statistics, with overall exports -3.2% & imports -6.7%. Trade with ASEAN -1.5% ($447.33b), 🇪🇺 -4.9% ($399.17b), 🇺🇸 -14.5% ($327.26b). 🇨🇳🇷🇺 trade is now more than 1/3 (!) of 🇨🇳🇺🇸 trade volume.
3/ For the first time in history, Russia lands at the list of China's top-5 trading partners (by country).
🇺🇸 $327.26b
🇯🇵 $157.01b
🇰🇷 $153.43b
🇦🇺 $116.16b
🇷🇺 $114.55b
Read 8 tweets
Jun 15
🧵
Today Putin has sent Xi Jinping greetings on his 70th birthday. Rapport between two leaders is important, as both regimes get increasingly personalistic. But 🇨🇳🇷🇺 high-level ties are institutionalized and extend beyond Putin-Xi bromance. Who's in charge? Let's take a look. 1/ Image
2/ Moscow and Beijing have a mechanism for regular meetings between PMs. They meet at least once a year (and there have been 27 meetings since the format was established). Mikhail Mishustin & Li Qiang first in-person meeting just happened on May 24. government.ru/news/48557/
3/ There are 5 Vice-Premier level commissions:
Ding Xuexiang - Andrey Belousov (investment)
Ding Xuexiang - Alexander Novak (energy)
He Lifeng - Dmitri Chernyshenko (PM meetings, trade)
He Ligeng - Yuri Trutnev (regional affairs, Arctic)
Liu Guozhong - Tatiana Golikova (social)
Read 10 tweets
Apr 12
🇨🇳🇷🇺🧵
There’s a perception that Xi Jinping’s state visit to Moscow was little more than a show of public support for Putin, since no major new agreements were announced. That perception is wrong, I argue in my latest piece for @ForeignAffairs. 1/16 foreignaffairs.com/united-states/…
2/ The public outcome of the visit is the tip of the iceberg. The truly significant developments were concealed beneath the surface—or in this case, behind closed doors, in private negotiations between Putin, Xi and their teams.
3/ To determine the real agenda of the visit and understand why Beijing and Moscow would want to conceal it from the outside world, you have to read between the official statements.
Read 16 tweets

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