Tymofiy Mylovanov Profile picture
Feb 3 26 tweets 5 min read Read on X
The drama continues

Ukraine has informed the White House that President Zelensky plans to fire top commander Zaluzhny. The White House did not object, seeing it as Ukraine's sovereign choice.

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Zelensky and Zaluzhny have clashed over strategy, including Zaluzhny's call for mobilizing 500,000 more troops which Zelensky opposes 2/
Zaluzhny argues more troops are needed to counter Russia's superiority, while Zelensky cites lack of funds and political unpopularity. 3/
This is what the Washington Post and Ukrainian media write.

However, there is at least two other underlying reasons for a conflict. First, the government believes that the army doesn’t use people it recruits efficiently there are old school commanders and practices 4/
There is criticism about lack of strategy and that the army simply tries to throw bodies at the Russians. While I don’t believe it to be completely true, I agree that the Ukrainian military still has a minority but Soviet style officers and practices. Those have to go 5/
Indirectly, this criticism is acknowledge by Zaluzhny who has been recently public about the new strategy for the army and the need for production and deployment of drones rather than people 6/
The second line of the conflict is about responsibility for mobilization. Legally the recruitment offices are under military command, while in public the responsibility appears to be shifted to the civilian govt. So, the govt puts pressure on the military to become accountable 7/
Of course, the true underlying cause for the conflict is at once deeper and simpler. It is economics 101 - as resources become scarce and weapon stockpiles depleted due to delays in the aid from the allies, the competition over the remaining resources becomes tougher 8/
Similarly, the consequences of policy mistakes become more dire as they are fewer resources to reinforce the policy actions that didn’t go as planned. As a result, disagreements about the right policies are now much more pronounced and fought out 9/
The media writes that Zelensky believes a new commander could help turn the tide of the war, but finding a qualified replacement will be challenging. 10/
Options include intel chief Kyrylo Budanov, known for special ops, or current ground forces commander Oleksandr Syrsky, though both have drawbacks. 11/
Personally, I have been told that Budanov really does NOT want to job. I am not sure about Syrsky. 11/
The Washington Post is pretty critical about Zelensky decision to fire Zaluzhny. To me it signals lack of u estranging of how politics works in Ukraine and what is feasible. Ukraine is not the U.S. and the politics here is even messier. 12/
Nonetheless, this is what WP says:

Four days after telling Zaluzhny he'd be fired, Zelensky still hasn't selected a replacement, leaving Ukraine uncertain about the change.13/
Zelensky's move to oust the popular Zaluzhny appears impulsive and poorly planned. Delay suggests indecision or disarray in finding a successor. 14/
My comment: I view delays differently. It is typical in Ukraine to have a gap between a somewhat official announcement of firing a top official and its actual formal implementation 15/
The reasons are complex but basically have to do with the news cycle and disruption of coordination of the opposition to the policy choice. There is less mobilization and resistance if it is unclear whether an official it truly fired and when it actually happens 16/
This is a bit strange for the audience in developed economies and democracies but the moment you realize that institutions are still being developed in Ukraine, you can see how mobilization of the supporters of the person to be fired can derail institutions. 17/
Yesterday, I discussed with some prominent politicians and businessmen Zaluzhny recent public actions. 18/
The WP notices this too: Zaluzhny wrote an article calling for mobilizing more troops and upgrading tech, amounting to a rebuke of Zelensky's stance. 19/
This is one view - Zaluzhny is fighting Zelensky in public. Another one - shared by some of your allies - he is just trying to defend himself. But I am not sure what good this strategy would do him 20/
The WP also points out that Zelensky questioned Zaluzhny's ambitious battle plan for 2024, seeing it as unrealistic given limited personnel and supplies21/
In response, Zaluzhny proposed a futuristic high-tech overhaul to provide intelligence and reduce casualties, claiming it could be done in 5 months. 22/
I personally agree with Zaluzhny proposal - it seems reasonable to me. But it is not new and de facto it is underway. With both the govt and the military trying to develop and provide high tech platforms to the battlefield to save people. So this discussion is rhetorical 23/
The bottom line - Zaluzhny is likely to be replaced shortly, but it won’t have as much political effect as many media and experts write. It will be unpleasant for everyone but won’t have much of an effect on the battlefield either 24X

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More from @Mylovanov

Jun 2
FT and WP write about infighting and strategic disagreements between Kyiv and Washington on striking Russia, timing of aid, NATO membership, Biden participation in peace summit

But they miss the key reason: Ukraine pays in lives for the U.S. indecisiveness
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The problem is that Russia is committed to win in Ukraine, Ukraine is committed to beat Russia, while the U.S. is cautious respecting perceived red lines drawn by Putin 2/
This is of course a wrong way to fight the war. If anything, this approach strengthens Russia’s position 3/
Read 25 tweets
Jun 1
The Economist:

In the past 30 days Russia gained 116 km2 of Ukrainian territory.

Currently, Russia controls 18.5% of Ukraine territory up from 7% before Feb 22 1/ Image
These are war related fires in the last 24 hours and 30 days respectively 2/
Image
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This is the dynamics of the area control by Russia.

You can see that Ukraine gains territory in jumps, while Russia does it gradually, with the exception of the initial push right after the full scale invasion 3/ Image
Read 5 tweets
May 31
Blinken:

Russia bas intensified hybrid attacks against NATO states - setting fire and sabotaging supply warehouses, disregarding sea borders and demarcations in the Baltics, mounting cyber attacks, continuing to spread disinformation

Sure, but what’s NATO response? 1/ Image
Blinken has been direct and blatant. He said that if Russia’s aggression is allowed to proceed in Ukraine, it will not stop with Ukraine

So, the U.S. and NATO will continue to strengthen Ukraine to stop and punish Russia 2/
Blinken: we’ve sent assistance surging to the front: tens of thousands of artillery rounds, thousands of anti-tank mines, air defense capabilities already making a difference.  Partners are speeding up their own deliveries 3/
Read 19 tweets
May 30
In Moldova, Blinken signals that the U.S. will allow Ukraine to strike Russia on its territory:

Ukraine has to make its own decisions about the best way to effectively defend itself 1/ Image
Blinken comment came after he gave a pretty detailed picture of how the situation has been changing in favor of Ukraine and will continue to do so. He did acknowledge the Russia campaign in Kharkiv and that it has been enabled by the delay in the U.S. aid 2/
The reporter, however, pressed more:

Mr.  Secretary, when you say the U.S. will adapt and adjust to conditions on the battlefield in Ukraine, are you signaling a greater openness by the United States to allow Ukrainians to strike legitimate military Russian targets in Russia?  3/
Read 13 tweets
May 29
Now, Macron! When will the Biden administration cave in?

Macron says Ukraine should be allowed to strike Russia with western weapons.

I can’t believe we are still having this debate, now in public, after 2,5 years of the war 1/ Image
Emmanuel Macron says Ukraine should be allowed to use Western-supplied weapons to hit military targets inside Russia from where missiles are being fired into Ukraine. 2/
Macron distinguishes between striking sites used to attack Ukraine (ok to attack) versus hitting other military or civilian targets in Russia (not ok). 3/
Read 12 tweets
May 28
A fantastic and insightful thread on the state of things in Ukraine

Zelensky is loosing some popularity but Ukrainians don’t want any elections. This is democracy at war

The U.S. state department and the Ukrainian govt are at odds over the talking points. 1/
The US keep pushing reforms and civil society, while the country is facing an existential struggle. This is perceived as tone-deaf and annoys a lot of people

Mobilization is a deeply divisive issue that affects everyone 2/
The expectations of the peace summit in Switzerland are overinflated, while there are no expectations from the NATO summit whatsoever 3/
Read 4 tweets

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